Amendment No. A0001.pdf

(x)

DTRT57-11-R-20015

x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT

THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

RVP-31

Cambridge MA 02142-1001 55 Broadway, RVP-31 U.S.DOT/RITA/Volpe Center

RVP-31

Cambridge MA 02142-1001 55 Broadway, RVP-31 Contracts & Program Support Service U.S. DOT/RITA/Volpe Center

06/24/2011A0001

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

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

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

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

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

06/09/2011

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

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

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

ORDER NO. IN ITEM 10A.

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

1. The purpose of this Amendment is to provide the Financial Analysis and Support Services

(FASS) Small Business Set-Aside(SBSA)Pre-Proposal Conference/Webinar PowerPoint

Presentation and the List of Attendees. See the Attachments.

2. Please acknowledge receipt of this Amendment with submission of your proposal.

3. All other terms and conditions of the solicitation remain unchanged.

Recovery:: NON-RECOVERY

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Elizabeth A. Segal

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

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

Pre-Proposal Conference/Webinar

Financial Analysis and Support Services

Solicitation No. DTRT57-11-R-20015

June 23, 2011

Agenda Subject Presenters

1) Welcome, Introductions, and Ground Rules

Elizabeth Segal, Contracting Officer

2) Volpe Center Overview Kip Brown, Division Manager, Communications and Operations Division, RVT-74

3) Technical Overview Kip Brown

4) Solicitation Highlights Jeremy Barrasso, Contract Specialist Kip Brown

5) Cost and Business Proposal Jerry Luke, Contract Price Analyst

6) Reminders Elizabeth Segal

Ground Rules

Any statements, remarks, or explanations made during this Pre-Proposal Conference/Webinar shall not alter the terms and conditions of the solicitation

The terms and conditions of the solicitation remain unchanged unless an Amendment is issued that incorporates any changes discussed or alluded to during today’s Pre-Proposal Conference/Webinar

Ground Rules

No verbal or written questions will be answered relative to the solicitation at today’s Pre-Proposal Conference/Webinar

Section L.2.G, Inquiries, states that all questions must be submitted in writing via e-mail to Jeremy Barrasso by 4:30 p.m., Eastern Time, on June 30, 2011, and will be answered through Amendment to the solicitation

Volpe Center Overview

Presented By:

Kip Brown, Division Manager, Communications and Operations Division, RVT-74

Serving the Nation as a leader in global transportation innovation since 1970

An Introduction to the John A. Volpe National Transportation Systems Center

U.S. DOT strategic goals

• Safety

• State of good repair

• Economic competitiveness

• Livable communities

• Environmental sustainability

Photo courtesy of the Volpe C enter

Center mission, vision & capabilities Mission and vision

• A world-recognized Federal center of excellence and leader in transportation technical, operational, institutional, and managerial innovation

• Trusted enabler of critical improvements to transportation and logistics systems

• Leader in government, industry, and academic cooperation

Unique capabilities

• Institutional knowledge of the global transportation system and its stakeholder perspectives

• Awareness of Federal responsibilities, objectives, and activities in the public interest

• Experience with the full spectrum of technologies and disciplines relevant to transportation system improvements

Our most important asset:

dedicated transportation professionals

• 578 Federal Employees representing a full spectrum of disciplines from engineering to physical and social sciences

• 261 Advanced Degrees (66 PhDs and 195 Masters)

• More than 60 Federal Career Interns and Co-op Students

• More than 1,000 contractors

The Volpe Center Organization

A multidisciplinary set of skills and expertise

Volpe Center Working Capital Fund Statute

• Budget-neutral, non-line-item operation, under a working capital fund (49 U.S.C. 328)

• “The U.S. DOT has a Transportation Systems Center working capital fund. Amounts in the fund are available for financing the activities of the Center, including research, development, testing, evaluation, analysis, and related activities.”

• Volpe does not receive any direct appropriations from Congress. It must recover all operating (indirect) costs via projects funded by customer agreements.

• U.S. DOT Order provides guidelines for the Center to incur indirect costs (DOT 2300.6E, 8.7.2003)

• Indirect costs include: “costs incurred by the Volpe Center . . . which are not directly identifiable with sponsored projects; . . . . . planning, training, and capability development of a general nature; . . . quick reaction, advisory assistance to the Secretary, Deputy Secretary and the RITA Administrator;

participation in departmental committees and task forces ; . . . capital improvements that do not require appropriations ;. . . facility maintenance and operations; . . .and general purpose equipment, software, or other property . . . ”

U.S. DOT Order on Volpe Center funding

Volpe Center Fiscal Year 2010 New Obligational Authority (NOA) - $282 million

DOT - $256 M,

91%

DOD - $17 M, 6%

Other - $ 9 M, 3%

Centers of Innovation at the Volpe Center

• Policy, Planning and Organizational Analysis

• Safety Management Systems

• Environmental and Energy Systems

• Freight Logistics and Transportation Systems

• Physical Infrastructure Systems

• Communication, Navigation, Surveillance and Traffic Management Systems

• Human Factors Research and System Applications

• Advanced Transportation Technologies

Policy, Planning and Organizational Analysis

Focus areas

• Undertake transportation policy analysis and research that contributes to a compelling vision of 21st Century transportation

Im age courtesy of

N adel Architects as Executive Architect & M

PA Architects as D esign Architect

• Support decision making in an integrated multi modal national transportation system that meets today's and tomorrow's mobility needs for goods and people

Safety Management Systems Focus areas

• Enable a safer transportation system through application of safety management principles to the transportation enterprise

• Acquire, maintain, distribute, and analyze transportation safety performance data

• Develop operational business processes to enable effective actions to reduce the number and severity of transportation-related deaths, injuries, and property damage

Photo courtesy of W ikim edia com m ons

Environmental and Energy Systems Focus

• Provide technical and analytical support on transportation-related environmental issues and on transportation’s role in achieving energy independence, both as a consumer of energy and as a critical element in the energy supply chain

G raphic courtesy of the Volpe C

Freight Logistics and Transportation Systems

Focus

• Identify and develop innovative systems to enhance global logistics and transportation operations, security and resilience

Physical Infrastructure Systems Focus areas

• Maintain and enhance knowledge of key transportation infrastructure challenges

• Apply technical expertise to national/regional infrastructure performance and safety priorities

• Support significant design, construction, manufacturing, inspection, maintenance, rehabilitation, and regulatory requirements of transportation systems and components

Communication, Navigation, Surveillance and Traffic Management Systems

Focus

• Maintain and apply internationally recognized capabilities in communications, navigation, surveillance, operations management, and associated information technology disciplines to enhance the capacity, safety, and security of next-generation transportation systems

Illustration courtesy of the Volpe C

Human Factors Research and System Applications

Focus areas

• Provide internationally recognized human factors research and development capabilities supporting all modes of transportation

• Study new relationships between humans and current automation technologies to improve transportation safety, security, and productivity with due concern for unintended consequences

Advanced Transportation Technologies

Focus

• Provide systems engineering and analysis, operations research and related capabilities to identify, assess, and deploy advanced technologies and new operational strategies to enhance transportation system performance

Volpe Operations Support

• Acquisitions

• Competition on 78% of contracted dollars

• $150 million obligated annually

• Successful small business outreach

• Human Resources

• Leads extensive recruitment initiatives

• Training and professional development is a priority

• Real Property and Facility Services

• Manages Center-wide safety, health and wellness programs

• Provides security, logistics and energy conservation services for the entire campus

• Information Technology

• End-to-end customer IT support services for all personnel, including:

Internet and Intranet, IT program/project management, and computer security

Overall customer satisfaction, 1995-2008 G raphic courtesy of the Volpe C

The Volpe Center is a good citizen

• One of Cambridge’s 10 largest employers

• Hosts more than 10,000 visitors annually

• Lunch Buddies Reading Program and Science

Olympiad Program

• Since 1992, Volpe volunteers organized as the

Kendall Square Learning Project have offered free English as a Second Language classes

• Since 2000, over $1 million dollars donated to the charities of the Combined Federal Campaign

• Hires 35 students annually from more than 15 local colleges and universities

• Member Cambridge Chamber of Commerce and the Greater Boston Federal Executive Board

• Green building initiatives underway

Photo courtesy of W ikim edia com m on

Solicitation Highlights

Presented by: Jeremy Barrasso and Kip Brown

Contract Award

Anticipated Award Date: November 2011

The Government intends to make a Single Award

Section B - Contract Type

The following types of task orders may be issued:

Firm-Fixed-Price (FFP) Cost-Plus-Fixed-Fee (CPFF) Completion Cost-Plus-Fixed-Fee (CPFF) Term

Contracting Officer’s discretion based on the guidelines provided in Part 16 of the Federal Acquisition Regulations

Performance-based task orders will be used to the maximum extent practicable

Section C Statement of Work

Organizations associated with this Acquisition

Agency conducting the acquisition:

U.S. Department of Transportation Research and Innovative Technology Administration Volpe National Transportation Systems Center (Volpe Center) Cambridge, Massachusetts

Volpe’s sponsor for this acquisition:

U.S. Department of Transportation Federal Aviation Administration (FAA) Capital Expenditures Program Office (AJF-2) Office of Finance (AJF) Air Traffic Organization (ATO) Washington, DC

All technical and contractual direction under this contract and individual task orders will be provided by the Volpe Center

No personal services

Functions of the FAA’s Capital Expenditures Program Office (AJF-2)

• ≈200 ongoing projects

• Manages and prioritizes investments for the FAA’s Capital

Investment Plan (CIP) and the R,E&D program

• Develops the FAA’s 5-year and 10-year plans for capital investments

• Tracks Acquisition Program Baselines, including cost, schedule, performance, and benefits status of F&E projects

• Tracks cost, schedule, performance, and benefits status of R,E&D projects

• Provides consolidated management of current year and all active years FAA funds

• Tracks, monitors, and reports FAA Flight Plan, ATO Business Plans, and ATO Strategic Management Process Goals

Functions of the FAA’s Capital Expenditures Program Office (AJF-2) (continued)

• Certifies funding and tracks progress towards F&E, R,E&D, and

Operations (OPS) programs obligation goals

• Supports budget formulation and execution processes through analysis and update of F&E, R,E&D, and OPS funding baselines, and through earned value management (EVM)

• Supports property capitalization procedures and policies that conform to DOT Office of the Inspector General clean audit requirements

• Provides the processes and controls for the management of the ATO Corporate Work Plan toolset

• Implements Business Process Re-engineering (BPR) methodologies, tools, and techniques

• Incorporates change management methods and processes into BPR activities.

Section C (Statement of Work) Task Areas

• Information Technology Support for Financial Systems

• Cost Accounting and Financial Systems Reporting Support

• Budget Planning

• Financial Capitalization Support

• Delphi Financial Management System Support

• Reimbursable Agreements (intra- and inter-agency) Support

• Systems Engineering Support

• Financial Analysis Support

• Program and Technical Management Support

• Acquisition Support

• Administrative Support

• Business Process Re-Engineering Support

• Corporate Work Plan Support

Task Area C.3.1: Information Technology Support for Financial Systems Support may include:

– Draft requirements to replace, augment, integrate, and/or maintain database programs and project management software applications.

– Design, develop, and maintain software queries and reports to record and maintain budget and accounting data

– Draft technical requirements for the development of intranet- and internet-based program and project management web site databases.

– Provide Oracle software expertise to develop and maintain interfaces between FAA Oracle-based systems

– Analyze business processes, environments, and business rules

– Develop and maintain a change management process to support the recording, implementing, and tracking of changes to financial databases and applications

Task Area C.3.2: Cost Accounting and Financial Reporting Support Support may include:

– Support the preparation of system development plans and status briefings for FAA stakeholders and management

– Provide technical support to extract and analyze information from the Federal Payroll and Personnel System (FPPS)

– Support the execution of policy, guidance, training, quality control, and charging practices for FAA admin systems, including:

• Labor Distribution Reporting (LDR) (Cru-X)

• Requirements Information Management System (RIMS)

• Funds Control Module (FCM)

• Cost Accounting System (CAS)

– Support the facilitation, coordination, and implementation of FAA ATO initiatives through the maintenance and management of project accounting structures

– Support FAA ATO in gathering and documenting requirements for the development of project creation and maintenance tools

Task Area C.3.3.1: Budget Planning Support

Support may include:

– Support the establishment and maintenance of financial plans, procedures, and processes to support the management of the Capital Investment Plan (CIP) and National Aviation Research Plan (NARP)

– Support the use of the Simplified Program Information Reporting and Evaluation (SPIRE) tool, or equivalent tool

– Support the development of project life-cycle cost estimates

– Conduct benefit/cost analyses

– Support the development of draft responses to inquiries from

Congress, OST, DOT/OIG, OMB, GAO

– Support the updating of financial plans to reflect fiscal year adjustments from OST, OMB, and Congressional actions

– Support the development of draft budget briefings, white papers, and reports

Task Area C.3.3.2: Budget Formulation Support

Support may include:

– Support the development of annual budget formulation processes within the framework of the FAA Flight Plan and business plans

– Conduct analysis of Exhibit 300 submissions from FAA program offices

– Conduct analyses of Resource Planning Documents (RPDs) and prepare associated spreadsheets and reports

– Conduct analyses of system acquisitions to verify out-year budget requirements including risk assessments

– Support the development of budget submissions and justifications to OST, OMB, and Congress

– Provide support in the identification and implementation of budget process improvements

– Validate requirements for new program proposals or technical operational changes to existing programs

Task Area C.3.3.3: Budget Execution Support

• Support may include:

– Review, validate, and track project authorizations, allotments, commitments, purchase requisitions, obligations, and expenditures in Delphi

– Support adherence to OMB’s “Summary of Character Classification Codes”

– Support year-end accounting close-out processes

– Support the FAA in the planning, tracking, and reporting of project obligation performance goals

– Perform reconciliations, validations, and quality control of FAA financial systems data

– Provide budget execution support to the FAA Service Units

– Provide support for program performance reviews, budget assessments, and impact analyses on proposed budget changes

Task Area C.3.4: Financial Capitalization Support

• Support may include:

– Development of supporting documentation and maintenance of capitalization processes to ensure that FAA accounting capitalization criteria are met

– Conduct analyses of FAA’s capitalization processes and develop recommendations for improved performance where needed

– Develop and provide training to ATO organizations to ensure understanding of FAA capitalization processes

– Support the reporting and tracking of ATO programs and assets

– Support the execution of policy, guidance, training, quality control, and charging practices for the FAA’s capitalization programs

– Support the analysis of the current fiscal year execution of the FAA’s capital procurement burden

Task Area C.3.5: Delphi Financial Management System Support

• Support may include:

– Support the identification and resolution of Delphi post-implementation problems

– Support the alignment of key internal business processes to those defined in Delphi

– Support the use of Delphi to improve the predictability, control, and effectiveness of ATO operations.

– Support the implementation of ATO initiatives and the providing of tools and support for the efficient maintenance of F&E, R,E&D, and OPS project accounting structures

– Support the proactive use of Delphi to develop a strategy and tool set to measure performance and improve predictability, control, and effectiveness

– Provide support in defining emerging systems requirements

Task Area C.3.6: Reimbursable Agreements (Intra- and Inter-Agency) Support

• Support may include:

– Support the development of reporting capabilities on the status of reimbursable agreements (RAs)

– Support in the review of RAs to ensure all accounting and coding citations are properly identified

– Support the establishment of consistent billing and collection procedures for RAs

– Support the analyzing of waiver requests to ensure minimal criteria thresholds are met

– Ensure that FAA guidance and resources are communicated to staff engaged in supporting the preparation and processing of RAs

– Support the continuous development of improved RA processes

– Assist in analyzing deficiency occurrences, and cash flows for reimbursable work

Task Area C.3.7: Systems Engineering

– Conduct systems engineering analysis on FAA programs to assess cost and schedule projections

– Provide schedule management support for major programs, as they move through AMS decisions or require re-baselining decisions

– Support the restructuring and improvement of FAA’s Work Breakdown Structure (WBS)

– Support the improvement of processes, controls, and oversight of program acquisitions

– Support the preparation of system engineering reports, white papers, and stakeholder briefings

– Support the development of recommended NAS performance goals and assessments of related program accomplishments

Task Area C.3.8: Financial Analysis Support

– Provide technical and cost proposal evaluation support

– Provide financial analysis and program analysis support

– Support the development of revisions to FAA financial orders

– Provide technical support in collecting and analyzing data for internal AJF reviews and studies

– Support annual risk assessments and testing of internal control processes to ensure compliance with OMB A-123 requirements

– Support the FAA’s preparation of responses to OIG and GAO evaluation reports

– Provide support in the collection, analysis, and consolidation of project performance data

– Support the development of briefings and information papers for

FAA senior management, DOT, OMB, and industry groups

Task Area C.3.9: Program and Technical Management Support

• Support may include:

– Provide program scope management support, including working with stakeholders to define project scope statements

– Support the development and tracking of program and project cost estimates and schedules

– Support program and project control activities, including organizing work activities into individual tasks consistent with required work efforts and deliverables

– Support the development of project management plans, progress reports, and other required project management documents

– Support the identification of program risks and issues, and their resolution

– Support program and project transition, implementation, and close-out activities

Task Area C.3.10: Acquisition Management Support

• Support may include:

– Support FAA business management processes

– Support the creation of draft technical requirements for the development of web-based acquisition-related database systems

– Support the implementation of EVM on acquisition programs and contracts

– Provide acquisition system management support by attending key acquisition reviews, readiness reviews, program status briefings to the JRC, the FAA Acquisition Executive, and the Budget Executive Council, and providing support to the FAA Capital Investment Team (CIT). The Contractor’s support shall include ensuring that AJF-2 acquisition activities are in conformance with AMS policies and procedures.

Task Area C.3.11: Administrative Support

– Support the FAA ATO in coordinating, organizing, submitting, and tracking personnel actions, and maintaining related files

– Provide on-site administrative assistance to process correspondence documents, including the use of Word, Excel, email, and office automation equipment

– Provide support with tracking the routing, approval, and filing of AJF-2 documents, and performing documentation quality control

– Assist in the coordination of inter- and intra-office activities

– Provide clerical support, mail pick-up and distribution, and routine correspondence control

– Support the preparation of briefing packages, brochures, handouts, displays, exhibits, and other information materials

– Planning and scheduling support for conferences and meetings

Task Area C.3.12: Business Process Re- Engineering Support

• Support may include:

– Provide Business Process Re-Engineering (BPR) support that examines and breaks down into sub-components “As-Is” Models of various FAA business work processes, with the purpose of defining, improving, and enhancing current work processes.

– Assist in assuring that needed stakeholders and team members are identified for each of the business work processes examined

– Model work functions for both existing and planned processes, define existing work process objectives, the processes to be redesigned, and the transition path from the “As-Is” to the “To- Be” states

– Define performance measures to determine if planned BPR objectives are achieved

Task Area C.3.13: Corporate Work Plan Support

– Provide improvement and integration support for the CWP

– Conduct requirements analyses of current applications, users, and current industry standards

– Conduct analyses to identify, understand, and document current functional users and functional flows

– Identify core processes, linkages and sub-processes; and identify and make recommendations for prioritizing requirements

– Assist in ensuring CWP data integrity

– Support the development of schedule network logic, the analysis of schedules, validation of resource requirements, communication of schedule anomalies & inconsistencies, communication of resource request trends & anomalies, and the analysis of schedule maintenance frequency metrics

C.4 Place of Contract Performance

• Five positions will be located at:

– FAA Headquarters (HQ), 800 Independence Avenue, SW, Washington, DC 20591.

– The five positions are:

– Principal Systems Engineer (1 Full Time Equivalent (FTE))

– Administrative Support Specialists (4 FTEs)

C.5 Proximity Requirement

• The minimum Government requirement for the proximity of the contractor’s place of business to FAA HQ for critical contractor staff members is that it must be located where, upon the request of the Government, critical staff members can be at FAA HQ within 30 minutes

• The following are the critical Contractor-site staff member FTEs that are subject to the 30 minute proximity requirement

– Labor Category FTEs

• Systems Engineer 1

• Senior Systems Engineer 1

• Senior Financial Cost Analyst 2

• Lead Financial Systems Analyst 2

• Financial Management Systems Analyst 1

• Financial Cost Analyst 2

– Total 9

Section I - Limitations on Subcontracting

Reference: FAR 52.219-14 Limitations on Subcontracting

The small business concern must demonstrate the following in its proposal submission:

– “(1) Services (except construction). At least 50 percent of the cost of contract performance incurred for personnel shall be expended for employees of the concern”

– Cost of contract performance incurred for personnel refers to direct labor cost and any applicable indirect burdens (i.e.

Fringe, Overhead, and G&A), excluding other direct costs, profit, or fees

Section K – Small Business Size Standard

The North American Industry Classification System (NAICS) code for this acquisition is 541611, Administrative Management and General Management Consulting Services

The small business size standard is $7.0 million average receipts for the past three (3) years

Section L - Proposal Presentation

Please refer to Section L.3.D for proposal formatting and page limit instructions

Volume I Cost and Business Proposal Volume II Technical Proposal

Section L - Proposal Due Date

Proposals are due by 3:00 p.m., Eastern Time, on July 27, 2011

Proposals shall be submitted to:

Jeremy Barrasso, RVP-31 U.S. DOT/RITA/Volpe Center 55 Broadway Cambridge, MA 02142-1001

Section M - Basis for Award

Award will be made to the responsive and responsible Offeror whose offer provides the best value to the Government based on the Technical Proposal, the Cost and Business Proposal, and other factors as listed elsewhere in Section M

Section M - Factors for Evaluation

The combined technical evaluation factors are more important than the evaluated cost for the purpose of making award

However, the importance of the cost should not be minimized because as the technical rankings of the Offerors become closer, cost becomes a more important factor

Technical Understanding is of the most importance

Management Approach, Staffing, and Past Performance are of equal importance, but each is of lesser importance than Technical Understanding, but when combined are greater than Technical Understanding

Resumes must clearly show verifiable dates and years of experience

Include year of graduation from colleges and/or universities

Include years of experience with current and former employers

Only relevant past performance history will be considered

The Government will determine relevance of past performance information based on the similarity of the nature of the previous work to the current requirement (i.e., Section C), the dollar value of the previous efforts (i.e., equal to or greater than $150,000), and the currency of the prior work (i.e., within the past three years)

If an Offeror has no past performance history, the Offeror must affirmatively state this in its proposal

If the Offeror does not include past performance history or does not affirmatively state that no past performance history exists or can be obtained, the Offeror’s proposal will be rated Unacceptable

Offerors must address their ability to perform in all 13 Task Areas identified in Section C through the use of Prime or Subcontractor resources in their proposal or the proposal may be eliminated from competition

Cost and Business Proposal

Presented by: Jerry Luke, Contract Price Analyst

COST AND BUSINESS PROPOSALS

Government intends to award on initial offers

Offerors should ensure that complete, clear, and convincing Cost and Business information is provided

Proposals must contain sufficient documentation so that the Government’s evaluation can be completed without clarification

Section L.2.C.

Offerors should resolve questions or issues about specifications, as well as terms and conditions of the solicitation before the due date for proposals

An Offeror that takes exception to any term or condition of the solicitation in its proposal may be eliminated from consideration if award is made without discussions

Level of Effort is 57,150 hours per year and 285,750 for five years

Offerors estimate administrative labor required to support the effort and only those categories are billable

Labor category rates must be consistent with rates of persons whose resumes are submitted

Labor Category and Type Annual FTE Contractor Site Critical System Engineer 1 Senior Systems Engineer 1 Senior Financial Cost Analyst 2 Lead Financial Systems Analyst 2 Financial Management Systems Analyst 1 Financial Cost Analyst 2 Subtotal 9 Non Critical Project Manager 1 Senior Financial Cost Analyst 2 Junior Financial Cost Analyst 2 Financial Cost Analyst 5 Financial Management Systems Analyst 2 Business Process Reengineering Specialist 1 Change Management Specialist 1 BPR/Change Management Facilitator 1 System Training Specialist 1 System Safety Specialist 0.4

Subtotal 16.4

Total Contractor Site FTE 25.4 Government Site Principal Systems Engineer 1 Administrative Support I 1 Administrative Support II 3

Total Government Site FTE 5

Grand Total Annual FTE 30.4

Include information on Uncompensated Overtime in accordance with FAR 52.237-10

Uncompensated Overtime may not be used at the Task Order level unless proposed in the Master Contract

Include information on Compensation for Professional Employees in accordance with FAR 52.222-46

Offerors must estimate Other Direct Costs necessary to support the effort consistent with its accounting practices and only those costs are billable

COST AND BUSINESS PROPOSAL

Subcontracts

Offerors are reminded that FAR Clause 52.219- 14, Limitations on Subcontracting, requires that the Prime Small Business perform at least 50 percent of the cost of contract performance for personnel. A proposal that fails to meet that threshold may be eliminated from consideration

Accounting Systems

Please provide a statement and evidence of approval by a Government agency such as the Defense Contract Audit Agency

Provide current indirect rate recommendations from DCAA. If DCAA recommendations are not available, you must fully document the basis of your proposed rates and include rationale

Subcontracts should be CPFF for companies with a DCAA-approved accounting system

Small dollar value Time and Materials type may be appropriate for Consultants

Offerors are reminded that they must allocate overall Subcontract costs on Schedule 2 and Schedule 3

CPFF subcontractors should only complete Schedule 2

Schedule 4 (applies to Primes only) Factors for Fixed Fee and Profit

Two-tiered approach:

• One rate for Subcontracts, Equipment, and

Travel Costs

• Another rate for All Other Costs

Complete indirect rate information included in Schedule 8

Show all indirect rates and name allocation bases

Price proposal using Contractor-site rate and Government-site rate

Offeror- Estimated Other Direct Costs (ODCs)

Identify direct costs that the Offeror will charge to support this effort in accordance with its approved accounting system (i.e. copying, postage, etc.)

The above ODCs are in addition to the RFP-stipulated ODCs

ODCs not identified and priced in the Offeror’s proposal will not be billable during performance without prior CO approval

Reminders

Presented by: Elizabeth Segal, Contracting Officer

Please read Sections C, L, and M more than once

Written questions are due by 4:30 p.m., Eastern Time, on June 30, 2011

Proposals are due by 3:00 p.m., Eastern Time, on July 27, 2011

The Question and Answer Session will begin approximately 30 days after the proposal submission due date

Offerors selected to participate in the Question and Answer Session will be notified at least 10 days in advance of their scheduled participation date

In order to respond to the Solicitation, all Offerors must meet NAICS code 541611, Administrative Management and General Management Consulting Services

An Offeror that takes exception to any term or condition of the solicitation in its proposal may be eliminated from consideration if award is made without discussions

Offerors are reminded to complete RFP Schedules 1-9 as requested in the RFP

THANK YOU FOR YOUR ATTENDANCE AT THIS

PRE-PROPOSAL CONFERENCE/WEBINAR

PRE-PROPOSAL CONFERENCE/WEBINAR ATTENDEES

FINANCIAL ANALYSIS AND SUPPORT SERVICES (FASS)

SOLICITATION NO. DTRT57-11-R-20015

JUNE 23, 2011

NAME COMPANY PHONE

NUMBER

E-MAIL ADDRESS

Michael Shveda North Star Group 443-742-7454 mshveda@northstargroupllc.com Jacqueline Jenkins T. White Parker 949-760-9177 jacqueline.jenkins@twhiteparker.com Steve Eydelman CTGi 703-995-5946 seydelman@ctgusa.com Tawanda Smith Intelligent Fiscal

Optimal Solutions tsmith@ifoscorp.com

Tanaia Parker T. White Parker 703-230-6970 tanaia.parker@twhiteparker.com Sanjay Shah Paragon

Management Group Inc.

212-683-4160 sshah@paragon-mgt.com

Richard Paden LinkVisum Consulting Group

703-442-4579 rpaden@linkvisum.com

Shelly Gerhardt Changeis Inc shelly.gerhard@changeis-inc.com

Pawan Tiwari Guident Technologies 703-980-8320 ptiwari@guident.com

Vern Reynolds Jerry Thompson Associates

301-565-8000 ver@jta-atc.com

Marlon Johnson Infused Solutions 703-349-0628 mjohnson@infusedsolutions.com George Hussey Jerry Thompson

Associates 703-405-1619 goh@jta-atc.com

Jeannine Rogers AOC Solutions 202-345-6209 jeannine.rogers@aocsolutions.com Dana Lewis DML Financial

Services, Inc.

cpa@dmlfinancialservices.com

Petre Snegireff Ernst & Young LLP petre.snegireff@ey.com Karen Heine Marieke Consulting karen@mariekeconsulting.com Sue Meeks 202-669-0400 smeeks@infina.net Dinesh Vesra INDUS Corporation 703-852-9486 dvesra@induscorp.com Darlene Lucas iFOS, LLC 301-837-9735, ext. 713 dlucas@ifoscorp.com

Charles Mesler Adsystech, Inc. 301-589-3434, ext. 102 cmesler@adsystech.com

John Roland The MIL Corporation 703-294-4471 jroland@milcorp.com Ronald Walker ITT/ATM 202-314-4531 ronald.walker@itt.com Les Bell Ascent Consulting 571-332-4907 lesbell@ascentconsulting.co Mark Cooperstock INDUS Corporation 703-628-0395 mcooperstock@induscorp.com Lee Schinnerer Guident Technologies lschinnerer@guident.com Jo Ann Sell CEXEC, Inc. joann.sell@cexec.com Scott Raspa Neubrain 410.533.2656 scott_raspa@neubrain.com Rick Dodson Marieke Consulting, Inc.

703-409-5315 rdodson@mariekeconsulting.com

Vicki Lumpkin ITT Corporation 202-651-7547 victoria.lumpkin@itt.com Mark Trevor UrsaNav 703-858-5111 mark.trevor@ursanav.com David Standley CTGi 703-352-7552 dstandley@ctgusa.com Jacqueline Hunt Kearney & Company 703-463-6741 jhunt@kearneyco.com mailto:mshveda@northstargroupllc.com mailto:jacqueline.jenkins@twhiteparker.com mailto:seydelman@ctgusa.com mailto:tsmith@ifoscorp.com mailto:tanaia.parker@twhiteparker.com mailto:sshah@paragon-mgt.com mailto:rpaden@linkvisum.com mailto:shelly.gerhard@changeis-inc.com mailto:ptiwari@guident.com mailto:ver@jta-atc.com mailto:mjohnson@infusedsolutions.com mailto:goh@jta-atc.com mailto:jeannine.rogers@aocsolutions.com mailto:cpa@dmlfinancialservices.com mailto:petre.snegireff@ey.com mailto:karen@mariekeconsulting.com mailto:smeeks@infina.net mailto:dvesra@induscorp.com mailto:dlucas@ifoscorp.com mailto:cmesler@adsystech.com mailto:jroland@milcorp.com mailto:ronald.walker@itt.com mailto:lesbell@ascentconsulting.co mailto:mcooperstock@induscorp.com mailto:lschinnerer@guident.com mailto:joann.sell@cexec.com mailto:scott_raspa@neubrain.com mailto:rdodson@mariekeconsulting.com mailto:victoria.lumpkin@itt.com mailto:mark.trevor@ursanav.com mailto:dstandley@ctgusa.com mailto:jhunt@kearneyco.com

NAME COMPANY PHONE

NUMBER

E-MAIL ADDRESS

James SeChrist Paragon Management Group

570-409-4033 jwsechrist@jwsechrist.com

Doug Rachford QED LLC drachford@qedllc.com Jim Traweek Tai Pedro &

Associates, PC 202-742-1599 jtraweek@tai-pedro.com

Ross Day rday@infina.net Walter Wise Safety Net Solutions 603-262-1489 walter.wise@safetynetsolutions.com mailto:jwsechrist@jwsechrist.com mailto:drachford@qedllc.com mailto:jtraweek@tai-pedro.com mailto:rday@infina.net mailto:walter.wise@safetynetsolutions.com

Pre-Proposal Conference Webinar Attendence List