Amendment_No._A0001.pdf

(x)

DTRT5714R20001

x x 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 Contracts&Program Support Services U.S. DOT/Volpe Center

RVP-31

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

03/12/2014A0001

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

02/24/2014

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 Operations Research and Analysis (ORA)

Services Full and Open Procurement Pre-Proposal Webinar PowerPoint Presentation and the

List of Webinar Attendees. See Attachments.

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

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

Continued ...

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 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

Pre-Proposal Webinar Operations Research and Analysis (ORA) Services

RFP No. DTRT5714R20001

The National Transportation Systems Center

Advancing transportation innovation for the public good

U.S. Department of Transportation Office of the Assistant Secretary for Research and Technology John A. Volpe National Transportation Systems Center

March 11, 2014

Today’s Agenda

Ground Rules Procurement Summary Volpe Center Overview Technical Overview Proposal Requirements – Cost and Technical Evaluation Factors for Award Important Dates and Reminders

Today’s Presenters

Christopher J. Roof, Chief, Environmental Measurement and Modeling Division

Clay N. Reherman, Environmental and Energy Systems Technical Center

Elizabeth A. Segal, Contracting Officer

This Pre-Proposal Webinar will be recorded.

No verbal or written questions will be answered relative to the Solicitation during the Pre-Proposal Webinar.

Any statements or remarks made during the Pre-Proposal Webinar shall not alter the terms and conditions of the Solicitation.

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

Any questions, clarification requests, or other inquiries pertaining to the Solicitation must be submitted in writing no later than March 21, 2014, at 3:00 p.m., Eastern Time.

An Amendment to the Solicitation will be issued to provide responses to written questions.

Written questions received after March 21, 2014 will be answered by an Amendment, and only if determined by the Contracting Officer to be in the best interest of the Government.

Procurement Summary

DTRT5714R20001 is a competitive solicitation for Operations Research and Analysis (ORA) Services

Full and Open Procurement The North American North American Industry Classification System

(NAICS) code for this acquisition is 541690 - Other Scientific and Technical Consulting Services, with a small business size standard of $14.0 million

Four to six Indefinite Delivery/Indefinite Quantity (ID/IQ) Master Contract awards are anticipated

Multiple Award Master Contracts will provide for the issuance of Firm- Fixed-Price (FFP), Cost-Plus-Fixed-Fee (CPFF) completion-type and CPFF term-type task orders

Volpe Center Overview

Christopher J. Roof Chief, Environmental Measurement and

Modeling Division

Background Volpe established in 1970 Part of U.S. Department of

Transportation (DOT) Office of the Secretary of Transportation (OST)

Named after former DOT Secretary and MA Governor John A. Volpe

Volpe supports DOT goals Safety State of good repair Economic competitiveness Livable communities Environmental sustainability

About Volpe

Who we are

Our Purpose: Advancing transportation innovation for the public good

Our Mission: Improve the nation’s transportation system by serving as a center of excellence for informed decision making, anticipating emerging transportation issues, and advancing technical, operational, and institutional innovations

Our Values:

Public service Innovative solutions Professional excellence Collaboration and partnering

What makes us unique

Entrepreneurial, objective, efficient

Fee-for-service; no direct appropriations Flexibility and responsiveness of a consultant A trusted, objective advisor focused on safety and the public good

Federal advantage

Guided by a deep understanding of federal responsibilities, objectives, and practices

Accessibility of a federal in-house resource that can partner on strategy, tactics, policy, and acquisitions

Driven by public interest—not profit

Volpe Center Organization

Technical Centers

Safety Management and Human Factors Stephen Popkin

Transportation Policy and Planning

Rachel Winkeller

Environmental and Energy

Systems Gregg Fleming

Transportation Logistics and Security

Michael Dinning

Air Traffic Systems and Operations Steven Lang

Infrastructure Systems and Engineering Robert Dorer

Advanced Transportation Technologies

Gary Ritter

Chief Financial Officer William Henrikson

Chief Counsel Monica Conyngham

EEO Officer Nicholas Sun

Director and Associate Administrator

Robert C. Johns

Human Resources

Susan Connors

Acquisitions Mary Doherty

Information Technology

Eric Frykenberg

Facilities Management David Duncan

Communication and Knowledge Management

Marc Mandler

Director Emeritus Richard John

Organizational Culture and Development

Helen Blackman

Strategic Initiatives for Research and Innovation

Ellen Bell

Deputy Associate Administrator for Research and Innovation

Anne Aylward

Deputy Associate Administrator for Operations David Ishihara

Technical Overview

Clay N. Reherman General Engineer

Background A large component of the Volpe Center’s work is providing transportation-related support to the U.S. Department of Transportation and other federal organizations.

The Volpe Center uses a combination of Federal and Contractor personnel to provide the breadth and depth of knowledge and skills required to carry through our sponsoring agencies’ projects.

The Contractor(s) will be an important part of the Volpe Center’s resources and will work closely with Volpe Center staff.

Objective:

Acquire the services of Contractors to provide technical support to research, define, execute, and enhance projects in the eight technical work areas of the Statement of Work

Task Areas of Work

System Operational Performance System and Policy Impacts Industry Analysis Improvement of Operational Performance Technological Advances Improvement of Organizational Performance Systems Safety Analysis Regulatory and Policy Compliance Assessments

This work area requires an assessment of transportation/ logistics system performance and effectiveness. This will require a multi-disciplinary approach in not only understanding transportation systems but developing metrics, analysis techniques, and efficient reporting.

System Operational Performance

System Operational Performance work examples

• Analysis of the flow of hazardous materials through transportation systems

• Trade-off analysis of routing and scheduling optimization against safety, environment, and cost considerations

• Analysis of gross capacity and intermodal connectivity of the national freight system

• Analysis of capacity and planning for airports and the National

Airspace System (NAS) with emphasis on tools for evaluating alternative design configurations and layouts

• Analysis of infrastructure and equipment maintenance and reliability issues in complex transportation systems

• Analysis of Federal agency logistics problems, options, and alternative problem solutions

System Operational Performance work examples

• Evaluation of the effects of drugs, alcohol, and the aging process on operator performance

• Analysis of drugs and alcohol management systems

• Analysis of aviation flight deck and air traffic control operator performance

• Assistance with risk assessment and analysis of safety and security systems and sub-systems

• Assistance with operational performance assessment of automated transportation system concepts

System and Policy Impacts Analysis of the impacts of transportation/logistics systems and policies are included in this task. Once again, this is multi-disciplinary and requires an overall grasp of transportation logistics, Governmental concerns, and practical application.

System and Policy Impacts work examples

• Analysis of impact of public transportation systems on the effectiveness of welfare-to-work initiatives

• Analysis of risks associated with the transportation of hazardous materials, including high-level radioactive materials, explosives, and specific chemicals

• Technical assistance in support of environmental impact analyses

• Studies of the propagation of hazardous chemical and biological agents in tunnels and transportation terminals

• Evaluation of air quality assessment models that measure and analyze the relationship between vehicle choice, traffic levels and flows, emissions, etc. and estimates of the impacts on air quality and energy consumption

System and Policy Impacts work examples

• Evaluation of the impacts of proposed safety regulations on the transportation industry

• Assistance in the assessment of the liability for damages incurred by autonomous vehicle operations in mixed traffic operations with human operated vehicles.

Industry Analysis

This work area will include the development of documents to support the advancement of NextGen concepts and programs through the FAA’s Acquisition Management System (AMS) Lifecycle

Industry Analysis work examples

• Identification, collection, analysis, and summary of transportation data for air-, land-, and marine-based transportation systems

• Research, analysis, planning, testing, demonstration, and evaluations of regulatory or technology activities on transportation

• Performance of transportation investment analysis of any mode of transportation, and its supporting infrastructure--air, highway, transit, rail, water, pipeline--both urban and inter-urban

• Analysis of people/commodity flow information

• Support in the development of statistically valid sampling and monitoring techniques for estimating travel demand and traffic volume on transportation systems at local and national levels

• Ridership and revenue forecasts

Industry Analysis work examples

• Preparation of detailed studies of the current and future financial condition of public carriers

• Analysis of the feasibility and cost of implementing real time traffic monitoring

• Analysis of safety/security equipment and structures

• Analysis of demand for unmanned vehicles in both aviation and highway transportation

• Analysis of the market value of a trusted and secure connected vehicle communications infrastructure and environment

Improvement of Operational Performance

Work includes a multi-disciplinary assessment and development of transportation/logistics systems including maintenance processes and procedures.

Improvement of Operational Performance work examples

• Assistance in the Government’s development of basic safety procedures for pilots and air traffic controllers

• Routing and scheduling optimization

• Assistance with capacity planning and modeling for airports, transit systems, and connected vehicle-highway systems

• Analyzing maintenance and reliability of and developing modifications to overcome deficiencies

• Systems operations optimization using institutional, organizational, and

Management Information Systems (MIS) configuration analyses

• Assistance in the development and refinement of fleet maintenance practices

Improvement of Operational Performance work examples

• Assistance in the development of strategies/procedures and methods for use by environmental and emergency response personnel to prevent, detect, identify, and quantify discharges of hazardous chemicals with sufficient accuracy to make initial response decisions and follow-up analysis and support

• Assistance in the development of strategies to determine energy usage by Government facilities and vehicles and methods to reduce this usage for compliance with international treaties and Federal regulations

• Assistance in the development of strategies and methods to dispose of oil and hazardous chemicals that are recovered from spills and to monitor the progress of mitigation and clean-up efforts

• Evaluation of operator fatigue, workload, and work scheduling

• Assistance in the development of operator performance metrics

Improvement of Operational Performance work examples

• Analysis of safety and security systems intended for systems and operational improvements and assistance in providing training on these systems; this training support will require the Contractor to utilize the appropriate management controls of the conducting of conferences and training and be in compliance with Departmental and Government requirements pertaining to conferences and training

• Applications of innovative data analytics to derive information from terabyte or larger datasets, massive real-time datasets, and/or a range of data types and sources to enable enhanced decision making, insight discovery or optimization of system operations

Technological Advances

The multi-disciplinary theme continues with the assessment of transportation/logistics technologies, but includes research and development of needs and policies.

Technological Advances work examples

• Assessment of transportation research and development funding and identification of implications for achievement of public policy objectives

• Assistance in the development of a national transportation research and development agenda

• Evaluation and analysis of Federal technical initiatives such as advanced technologies in rail and transit systems, intelligent and/or automated highways, border-crossings, and traffic control systems

• Evaluation of the congestion relief or increased throughput benefits expected from innovative technologies for air, highway, rail, and transit operations and their applicability for improving transportation operations

Technological Advances work examples

• Assessment of the use of advanced vehicle location and position monitoring and other technologies in surface transportation, including Global Positioning System (GPS), radio tags, and smart cards

• Application of advanced technologies to civil aviation, railroads, transit, highway vehicles, maritime systems, or recreational boating

Improvement of Organizational Performance

This work area requires the assessment of organizational factors in transportation systems and analysis of strategic and process-based options to improve organizational performance.

Improvement of Organizational Performance work examples

• Mapping and analysis of business processes in order to identify and implement significant improvements in organizational performance

• Framing, conducting, and documenting the results of industry benchmarks to provide executives with information with which to set realistic performance standards for mission-critical business processes

• Assistance in developing accountability systems and associated performance measures designed to guide managers in the achievement of their strategic goals and objectives (e.g., conduct analyses)

• Assistance in the development of business case analyses that justify budget submissions in support of an organization’s strategic objectives

Improvement of Organizational Performance work examples

• Analyses of environmental trends (e.g., political, regulatory, management, technological, industry) that could affect the extent to which organizational purposes and structures may need to change and recommend procedures for clients to conduct such analyses on a regular basis

• Assistance in the design and development of interactive approaches to strategic focusing that enable employees of an organization to articulate their vision, mission, values, goals, objectives, and strategies for the mid and long term (2-3 years and beyond) and take into account likely trends in technologies, business management, and transportation-related industries

• Assistance in the design and conducting of team building for project teams, intact work groups (senior executives and below), operational units, or diagonal slices of an organization

Improvement of Organizational Performance work examples

• Assistance in the design and implementation of educational sessions that develop and improve understanding and competence when performed as an integral part of a task order covering organizational assessments/studies. The focus of such educational sessions may include topics such as leadership, systems thinking, managing diversity, empowerment, total quality, authority, facilitation, negotiation, mediation, conflict resolution, and culture

• The collection and analysis of data related to human resource systems (e.g., compensation, staffing, career development, appraisal, employee relations, training) and recommendations and assistance in the implementation of appropriate actions when performed as an integral part of a task order covering organizational assessments/studies

Systems Safety Analysis

The importance of operational safety for transportation systems is required to be analyzed in this work area.

Systems Safety Analysis work examples

• Assistance in the development of a Safety Risk Management Document for a system installation by the FAA Air Traffic Organization (ATO).

This task would entail describing a system, identifying hazards, assigning risk levels (based on probability and severity) to each hazard, proposing mitigation strategies for each unacceptable risk/hazard, and developing associated safety requirements

• Reviewing safety practices for an operational transportation organization (such as the FAA ATO) and proposing policy, organizational structures, training, information systems, and staffing to improve overall safety performance of the organization

Systems Safety Analysis work examples

• Extraction of incident and accident data from a modal transportation database to identify and document trends in incident and accident occurrences. For specific types of incidents or accidents, perform in-depth analysis to identify specific causal information and propose research topics to eliminate causes

• Assistance in the development of a risk management approach and management plan for protecting personnel, facilities and infrastructure from hazards such as fire, flood, and occupational hazards (e.g., hazardous material releases, electrical and mechanical hazards from equipment, and radiation exposure). This task could also include developing and providing safety training programs to be used by agencies and the general public

• Hazard identification relative to software-intensive, complex electronic control systems in safety critical applications

Regulatory and Policy Compliance Assessments

Regulatory and policy compliance status assessment and development of corrective action strategies make up this work area.

Regulatory and Policy Compliance Assessments work examples

• Review of existing and proposed regulations to identify and report potential impacts to agency operations

• Collection and analysis of data from current operations to ensure compliance with Federal, state, and local regulations as well as agency policy. This task includes coordinating with the various agency regional offices, performing quality assurance and analysis of data, identifying compliance issues, and providing recommendations for correcting deficiencies

• Assistance in the development of a site prioritization process and guidance for prioritizing agency non-compliant issues such as releases of hazardous materials. The guidance considers risk factors such as severity of the non-compliance, potential for adverse health and safety effects to employees and the general public, and adverse effects of performing agency operations

Regulatory and Policy Compliance Assessments work examples

• Assistance in the development of policies, procedures, and guidance for the decommissioning and disposition of transportation facilities and infrastructure to ensure compliance with all regulatory and agency policy. This would include helping the Government develop decommissioning plans for individual facilities as well as develop budgets and schedules for the decommissioning

• Assistance in the development of a management system for the collection and analysis of data required for ensuring regulatory and agency policy compliance

• Support of the Government’s identification and analysis of regulatory structures and policies governing the development, testing, manufacture, sale, and/or operation of autonomous unmanned aerial or highway vehicles

Proposal Requirements:

Cost and Business Proposal

Elizabeth A. Segal

Contracting Officer

Requirements The Government intends to award the contracts based on initial offers and does not anticipate holding discussions as provided in FAR 52.215-1(f)(4). However, the Government reserves the right to hold discussions if determined necessary.

All information related to cost or pricing data must be included in Volume I of the proposal. Under no circumstances shall cost or pricing data be included in the Technical Proposal (Volume II).

The Offeror is advised that inclusion of cost and pricing data in the Technical Proposal may result in the elimination of its offer.

Requirements Offerors are required to demonstrate consistency between the labor costs shown in the Cost and Business Proposal and the salaries of the persons whose resumes are submitted in the Technical Proposal. See Section L, Paragraph L.2.D.

The Offeror is advised that failure to follow the instructions, provide the required schedules, and include supporting documentation may result in the rejection of its offer. A proposal that is incomplete may be eliminated from consideration or be assigned a higher risk level.

Requirements A Prime Offeror is not eligible to receive a Cost-Plus-Fixed-Fee

(Completion or Term) task order unless its accounting system has been reviewed by a Federal Government audit agency, such as the Defense Contract Audit Agency (DCAA) and determined to be adequate for determining costs under a cost-reimbursement contract.

Consent will not be given for a CPFF subcontractor unless that particular subcontractor’s accounting system has been reviewed by the DCAA and determined to be adequate for determining costs under a cost-reimbursement contract.

The Contracting Officer relies on the information provided by the DCAA to determine the adequacy of a Contractor’s accounting system.

Requirements The Offeror’s Cost and Business Proposal (Volume I) shall be submitted in three sections as follows:

Section I - Solicitation Documents Completed and signed Standard Form (SF) 33 (Page 1 of the Solicitation) Acknowledgment of any Solicitation Amendments Representations, Certifications, and Other Statements of Offerors or Respondents

Section II - Information Other Than Cost and Pricing Data

Signed Proposal Cover Sheet (Schedule 1) Completed Cost and Business Proposal Schedules Information other than cost and pricing data

Section III - Business Proposal

Contract Cost Control Plan Subcontract Consent Small Business Subcontracting Plan Small Disadvantaged Business Evaluation

Requirements

Section II – Information Other Than Cost and Pricing Data

All costs, rates, factors, assumptions, and calculations must be shown and supporting rationale and documentation included.

A narrative must be provided addressing each cost element and methodology.

Subcontracts - Section II – Information Other Than Cost and Pricing Data

Prime Offeror must address all aspects of anticipated subcontract consent

Prime Offeror should consider what type of consent each subcontractor is eligible for:

o Cost-Plus-Fixed-Fee, Time and Materials, or Labor Hour

It is the responsibility of the Prime Offeror to thoroughly review and evaluate all subcontractor proposals

Prime Offeror shall show written evidence of its review and evaluation of all subcontractor proposals

Cost-Plus-Fixed-Fee

CPFF subcontractors must complete Schedule1, Schedule 2, Schedule 5, Schedule 6, and Schedule 8

Show calculations used to compute proposed direct labor rates o Basis and rationale for the proposed labor rates o For example, current salary data, bidding rates, survey data

Indirect Rates o Information used to develop the proposed indirect rates o Provide a copy of the latest letter to the DCAA and/or from the

DCAA with Forwarding Pricing Rates submission and/or approval

Time and Materials (T&M) or Labor Hour

Follow procedures specified in FAR Subpart 16.6 T&M or Labor Hour must complete Schedule 1 and Schedule 2 Acceptance of Billing Rates

1. Rate build-up (cost element and profit). Build up must be shown and each cost element supported.

2. Commerciality. Convincing statistical information on hours, billings, and customers in the last 12 months must be provided.

Signed statement that proposed rates are the “most favored customer rates” or reason why they are not.

Requirements Cost Business Proposal Schedules - Section II – Information

Other Than Cost and Pricing Data

Schedule 1 – Proposal Cover Sheet Schedule 2 – Summary of Proposed Costs and Fixed Fee Schedule 3 – Summary of Proposed Costs and Profit Schedule 4 – Establishment of Maximum Factors and

Calculation of Proposed Amounts for Fixed Fee and Profit Schedule 5 – Summary of Proposed Labor Cost and

Distribution of Labor Cost Between Cost Plus Fixed Fee and Firm Fixed Price

Requirements Cost Business Proposal Schedules - Section II – Information

Other Than Cost and Pricing Data

Schedule 6 – Labor Cost Realism Information Schedule 7 – Allocation of Labor Hours Schedule 8 – Indirect Rates and Factors Schedule 9 – Subcontract Information

Exhibit A – Resume Checklist

Requirements Proposal instructions require that labor be priced out for evaluation purposes assuming a performance period of only one (1) year

43,600 Professional labor hours represents the total estimated annual requirement

Offeror’s Professional Compensation Plan (IAW FAR 52.222.46)

Include information on Uncompensated Overtime (IAW FAR 52.237-10)

Proposal Requirements:

Technical Proposal

The Offeror’s Technical Proposal shall consist of the following:

Volume II: Written Technical Proposal oPart A - Staffing oPart B - Past Performance oPart C: Oral Presentation

Part A – Staffing Purpose:

Evaluate the qualifications the Offeror’s personnel proposed for this contract in terms of the technical expertise, experience, education, and qualifications relevant to the task area requirements of this contract

Staffing Plan and Approach Staffing Matrix Resumes o No more than 21 (inclusive of Program Manager and Work Area Experts) o Not to exceed three pages o Representative of, and consistent with, the Prime Offeror’s proposed labor cost presented in the Cost and Business Proposal

Exhibit A - Resume Checklist No. of Resumes

Program Manager 1 Work Area Expert – Work Area 1 1 Work Area Expert – Work Area 2 1 Work Area Expert – Work Area 3 1 Work Area Expert – Work Area 4 1 Work Area Expert – Work Area 5 1

Work Area Expert – Work Area 6 1 Work Area Expert – Work Area 7 1 Work Area Expert – Work Area 8 1

Senior Staff 3 Middle Staff 3 Staff 3 Junior Staff 1 Senior Technician 1 Technician 1

TOTAL 21

Part B – Past Performance Purpose:

Illustrate the Offeror's relevant past performance history under existing and prior contracts and/or task orders.

Relevant Past Performance History (within the past five years) on tasks of the type and complexity described in the SOW.

If the Offeror has no relevant past performance history, it must affirmatively so state. Offerors that state they have no relevant past performance history and Offerors that are unable to provide past performance reports after making all reasonable efforts will not be evaluated favorably or unfavorably under this criteria in accordance with FAR 15.305.

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 send a Client Authorization Letters (Exhibit C) for Non-Federal references listed in the five most relevant sources.

Part C - Oral Presentation The Oral Presentation consists of two separate sections:

o Technical Understanding o Management Approach

It is expected that the Oral Presentations will begin approximately 18 calendar days after the closing date for receipt of proposals.

Offerors will receive notification at least 10 calendar days in advance of the date of the Oral Presentation.

Offerors may provide slides/visual aids to the Government on the assigned date of their Oral Presentation, and not in the Technical Proposal.

The Government will not consider the slides/visual aids as stand-alone documents or evaluate the information on the slides, except as visual aids to the presentation.

Part C – Oral Presentation

Technical Understanding Offerors shall use the Technical Understanding presentation to address: (1) the Offeror's technical understanding of the SOW (Section C of the RFP); (2) the Offeror’s understanding of key issues and risks inherent in the tasks of the SOW; and (3) the Offeror’s ability to describe techniques and methodologies it would utilize in satisfying the requirements of the SOW.

Discuss critical technical issues in the SOW.

Part C – Oral Presentation

Management Approach Offerors shall use the Management Approach presentation to describe its capability to effectively and efficiently manage the work represented by this contract. The Offeror shall describe its (1) approach to managing task order contracts; (2) its approach to forming teams as task orders arise, ensuring task requirements are successfully accomplished, activities are kept on schedule, and tasks are completed within budget, including its approach to managing changes that impact cost and schedule; and (3) organizational structure; the roles and responsibilities of individuals, Prime Contractor, and subcontractors;

and lines of communication.

ORAL PRESENTATION SCHEDULE

Evaluation Criteria Topic Time Limit Presenters

N/A Introduction 5 minutes Program Manager and/or any of the Work Area Experts

Technical Understanding

Presentation of Technical Understanding

30 minutes Program Manager and/or any of the Work Area Experts

Technical Understanding

Structured Questions and Answers on Technical Understanding

30 minutes Program Manager and/or any of the Work Area Experts

Break

Approach

Presentation of Management Approach

15 minutes Program Manager

Approach

Structured Questions and Answers on Management Approach

30 minutes Program Manager

N/A Conclusion 5 minutes Program Manager

Oral Presentation - Participants and Attendees:

The Offeror’s Oral Presentation must be made by the proposed Program Manager and individuals identified as Work Area Expert(s) in the work areas for whom resumes have been provided.

The Offeror may bring no more than eight persons to the Oral

Presentation, including no more than two non-presenting Offeror officials or employees.

In order to protect the integrity of the oral evaluation process, employees of firms that are included as subcontractors under more than one proposal for this procurement shall not be allowed to participate.

Section M - Evaluation Factors for Award

Section M.1.A. Basis for Award

Award will be made to those responsive and responsible Offerors whose offers provide 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.

The Government intends to make a total of four to six awards awards but reserves the right to make fewer or more awards if it is in the best interest of the Government.

M.1.B. Order of Importance

Each technical proposal will be evaluated based on the criteria in Section M.

The technical evaluation factors that are addressed in the Technical Proposal (see Section L and below), when combined, are significantly more important than cost in the selection of a Contractor for award.

Offerors are cautioned not to minimize the importance of the Cost and Business Proposal. As the difference in ratings of submitted Technical Proposals decreases, the importance of evaluated cost will increase. When the Technical Proposals are evaluated as essentially equal, cost may become the determining factor in making an award.

M.2 Technical Proposal Evaluation

The Offerors’ Technical Proposals will be evaluated in accordance with the criteria described below:

The first factor, Technical Understanding, is of the most importance. The second, Staffing, is of lesser importance than the first factor, Technical Understanding, and of more importance than the third factor, Management Approach. Management Approach is of more importance than the fourth factor, Past Performance. The fourth factor, Past Performance, is of the least importance.

M.3 Cost and Business Proposal Evaluation

The Cost and Business Proposal will not be numerically scored. Proposed costs, fixed fee, and profit will be evaluated to establish that they are fair and reasonable and that they demonstrate cost realism. Cost realism, as discussed in FAR 15.404- 1(d), will be conducted. The Government will calculate probable cost that shall be used to determine best value and will be used in the selection decision.

The following factors are additional Cost and Business Proposal considerations, not necessarily in order of importance:

Competitiveness of the proposed fixed fee and profit;

(A proposal that includes fee in excess of the statutory limits may be eliminated from consideration);

Compensation of professional employees will be evaluated in accordance with

Section L, FAR 52.222-46;

Uncompensated Overtime, if any, will be evaluated in accordance with

Section L, FAR 52.237-10;

Acceptability of the cost control plan;

Risks associated with a proposal that fails, or partially fails, to satisfactorily and convincingly support its proposal;

Acceptability of the Small Business Subcontracting Plan, if applicable (Section I, FAR 52.219-9);

In accordance with FAR Subpart 19.12, Offerors must address the extent of participation of small disadvantaged business (SDB) concerns with their offers.

SDB target participation must be expressed as dollars and percentages of total contract value, in each of the applicable, authorized North American Industry Classification System (NAICS) Industry Sub-sectors, and a total target for SDB participation by the Contractor. SDB targets will be incorporated into any resulting prime contract and Contractors will be required to report SDB participation. Offerors shall describe how they derived the SDB targets; and

Offerors shall describe their plan or efforts undertaken to utilize SDBs.

Offerors shall also explain their rationale as to why the percentage being utilized is appropriate for their company.

Important Dates and Reminders

Important Dates

Any questions, clarification requests, or other inquiries pertaining to the solicitation must be submitted no later than March 21, 2014 at 3:00 p.m., Eastern Time

Questions must be submitted in writing via e-mail to Elizabeth.Segal@dot.gov

Proposals are due no later than 3:00 p.m., Eastern Time, on May 1, 2014

Oral Presentations are estimated to take place during the week(s) of May 19, 2014 and May 27, 2014.

mailto:Elizabeth.Segal@dot.gov

Reminders

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

The terms and conditions of the Solicitation remain unchanged unless an Amendment is issued

It is important that each Offeror be fully responsive in providing its best offer initially since there may be no opportunity to revise the proposal at a later date

A copy of today’s presentation and the list of Webinar participants will be provided as an Amendment to the Solicitation

Thank you for your attendance at today’s Pre-Proposal Webinar.

PRE-PROPOSAL WEBINAR ATTENDEES

OPERATIONS RESEARCH AND ANALYSIS (ORA) SERVICES

SOLICITATION NO. DTRT5714F20001

MARCH 11, 2014

FIRST NAME LAST NAME E-MAIL ADDRESS COMPANY

Ashley Kee ashley@bmkconsultants.com BMK Consultants, LLC Brittany Villalard bvillalard@productivityapex.com Productivity Apex, Inc.

Jerry Hoff jerry.hoff@robbinsgioia.com Robbins Gioia LLC Robert Rettig rrettig@lmi.org Logistics Management Institute Rollande Glynn glynn_rollande@bah.com Booz Allen Hamilton Inc.

J.D. Schneeberger john.schneeberger@noblis.org Noblis, Inc.

Kalle Culotta kalle.culotta@macrosysrt.com MacroSys, LLC Martin Franklin martin@mosimtec.com MOSIMTEC, LLC Matthew Metcalfe metcalfe_matthew@bah.com Booz Allen Hamilton Inc.

Nora Ryan nryan@lmi.org Logistics Management Institute Emily Pfeffer emily.pfeffer@bmkconsultants.com BMK Consultants, LLC Kristin Noyes kristin.noyes@us.gt.com Grant Thornton LLP Neal Schmeidler neal.schmeidler@us.gt.com Grant Thornton LLP Todd Hunt todd.hunt@jdsat.com JDSAT, Inc.

Vincent Fang vincent.fang@macrosysrt.com MacroSys, LLC Arlene Selber aselber@verizon.net Logistics Management Institute Holly Zimmerman holly.zimmerman@quetica.com Quetica, LLC Robert Plummer robert.j.plummer@saic.com SAIC Joseph Myers jomyers@absconsulting.com ABSG Consulting Inc.

Patricia Hammar phammar@pkhenterprises.com PKH Enterprises Andrew Vance andrew.vance@analyticstrategies.com Analytic Strategies Alan Falk falk_alan@bah.com Booz Allen Hamilton Inc.

Sari Kimmel sari.kimmel@macrosysrt.com MacroSys, LLC Mark Brantley mark@goosepointanalysis.com Goose Point Analysis LLC Shannon McNeal smcneal@cssiinc.com CSSI, Inc.

Ben Eiserike ben.eiserike@bayfirst.com BayFirst Solutions LLC Joseph McLaughlin jmclaughlin@lmi.org Logistics Management Institute Owen Brown owen.brown@kinseytech.com KTSi Tommy Gardner tgardner@scitor.com Scitor Corporation Stephen Broyhill broyhis@cna.org CNA Corporation Scott Woosley scott.woosley@jdsat.com JDSAT, Inc.

Paula Rae Sherman shermap@cna.org CNA Corporation Maren Outwater moutwater@rsginc.com Resource Systems Group, Inc.

Brad Ng ngb@cna.org CNA Corporation