PPMSS_Request_for_Proposal__08-25-16_Revised_6.pdf

Federal Student Aid

Program/Project Management Office Support Services (PPMSS)

Request for Proposal

RFP Number: EDENFS-16-R-0004

Department of Education

Office of Procurement

(This space left intentionally blank.)

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SOLICITATION, OFFER AND

AWARD

1. THIS CONTRACT IS A RATED ORDER UNDER DPAS

(15 CFR 700)

RATING PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER

EDENFS16R0004

4. TYPE OF

SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP) X

5. DATE

ISSUED

Aug 2016

12016

6. REQUISITION/PURCHASE NO.

7. ISSUED BY

8. ADDRESS OFFER TO (If other than Item 7) CODE

JACQUELINE RICHARDSON

DEPARTMENT OF EDUCATION

FEDERAL STUDENT AID

FSA ACQUISITIONS

830 FIRST STREET, NE

WASHINGTON, DC 20202

SECTION A – STANDARD FORM 33

NOTE: In sealed bid solicitations “offer” and “offeror” mean “bid” and “bidder”

SOLICITATION

9. Sealed offers in original and number of copies requested in Section L.10 for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8 or if hand carried, in the depository located in Section L.5.2 until 2:00 PM Washington, DC local time January 11 , 2011 (Unrestricted) or January 18, 2011 (Small Business).

CAUTION LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION CALL:

A. NAME

B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRES

AREA CODE

NUMBER

EXT

11. TABLE OF CONTENTS

() SEC DESCRIPTION PAGE(S) () SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 2 X I CONTRACT CLAUSES 28-42

X B SUPPLIES OR SERVICES AND PRICE/COST 4-5 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 6-8 X J LIST OF ATTACHMENTS 43

X D PACKAGING AND MARKING 9 PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 10

X

K

REPRESENTATIONS, CERTIFICATIONS

AND OTHER STATEMENTS OF OFFERORS

44-50

X F DELIVERIES OR PERFORMANCE 11-12

X G CONTRACT ADMINISTRATION DATA 13-17 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 51-60

X H SPECIAL CONTRACT REQUIREMENTS 18-27 X M EVALUATION FACTORS FOR AWARD 61-65

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 288calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

CALENDAR DAYS

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME

AND

ADDRESS OF

OFFEROR

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

OFFER (Type or print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE

ADDRESS IS DIFFERENT FROM ABOVE -

ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

(4 copies unless otherwise specified)

24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

MONIFA COLEMAN

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT -- Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33 (Rev. 9-97) Previous edition is unusable Prescribed by GSA – FAR (48 CFR) 53.214(c)

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SF-33 Continuation Page

This requirement is being solicited for multiple award Indefinite Delivery Indefinite Quantity

(IDIQ) contracts and Task Order 0001 (subject to the availability of funds in accordance with

52.232-18) for program/project management support services.

All associated task orders issued against the Basic IDIQ shall be Firm Fixed Price, Labor Hour or

Time and Material.

The ordering period for these services shall be for five (5) consecutive years.

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 General

Federal Student Aid (FSA), a principal office of the U.S. Department of Education, plays a central and essential role in postsecondary education as the largest provider of student financial aid in the country. FSA ensures that all eligible individuals may benefit from federally funded or federally guaranteed financial assistance for education beyond high school. FSA consistently champions the promise of postsecondary education and training to all Americans—and its value to our society.

The Department of Education has the responsibility of ensuring that each postsecondary educational institution seeking or participating in the FSA Title IV programs, under the Higher Education Act

(HEA) as amended, comply with the laws, regulations and policies to gain or maintain participation in those programs.

B.2 Objective

The objective of this contract is to provide Federal Student Aid (FSA) with support services in program and project management. The Contractor shall provide a full range of business and technical management services in support of FSA offices or programs. These services encompass all areas of Administrative and IT policy/planning including, but not limited to: capital planning, strategic planning, performance management, data management, information sharing, information security, training, enterprise resource management, business process re-engineering, IT transformation and strategy, organizational change management, and program management office support.

These services shall include, but are not limited to, support for specific projects and mission critical systems (e.g. the Debt Management Collection Service (DMCS) and the Perkins Loan Project) throughout FSA.

B.3 Supplies or Services

FSA’s Program/Project Management Support Services (PPMSS) is intended to be Multiple Award, Indefinite-Delivery, Indefinite-Quantity (IDIQ) contracts. This contract shall be 100% set aside for either HubZone or Service Disabled Veteran Owned Small Businesses to provide program/project management support services as broadly described in Section C, Statement of Work. The

Contractor shall provide, in accordance with issued individual Task Orders (TOs), all management, supervision, labor, facilities, and materials necessary to perform program/project management support services.

The Government does not guarantee a minimum or maximum quantity. The maximum cumulative dollar value of orders placed under this contract shall not exceed the ceiling amount of

$16,000,000.00 over the life of the contract

The minimum guaranteed award amount for this IDIQ contract is $1,000.00 per Contractor.

The Government is not obligated to order any specific minimum or maximum number of services from any one labor category or combination of labor categories during the life of this contract.

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

B.4 Base and Option Periods

TOs may be issued at any time during the five year ordering period. The performance periods will be specified under individual TOs which may include options and extend up to twelve (12) months beyond the expiration date of the basic IDIQ contract.

B.5 Indefinite-Delivery/Indefinite-Quantity (IDIQ)

Described in Section G, Contract Administration Data.

B.6 Contract Pricing

All TOs issued on FFP, LH or T&M basis will be subject to the pricing set forth in Section J – List of Attachments, Attachment J-1, Labor Rate Tables. The labor rates in this attachment reflect fully-burdened hourly rates for each labor category and will apply to all direct labor hours. The fully-burdened labor rates include all direct labor and indirect costs applicable to that direct labor (such as fringe benefits, overhead, G&A), and profit. These fixed hourly rates are ceiling rates and will apply to the Contractors. The Contractors may elect to propose lower hourly rates on a task-by-task basis.

The labor rates set forth in the table reflect fully-burdened rates for performance at a

Government site and for performance at a Contractor site.

(End of Section B)

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SECTION – C STATEMENT OF WORK

C.1 Background

Project/Program management support services represent a significant portion of FSA’s budget.

The primary goal of this acquisition is to establish the next generation of the PPMSS IDIQ contracts for administrative and IT support services that will enable FSA business and program offices to accomplish their mission objectives. The acquisition, and resulting multiple award contracts will collectively be referred to as PPMSS, and are designed to offer a broad range of services, solutions, and contract types to fulfill the majority of component and departmental administrative and IT service’s needs. This Statement of Work (SOW) defines the comprehensive functional service categories for PPMSS. Specific requirements will be further identified and defined at the individual TO level.

C.1.1 Scope

The objective of this contract is to provide Federal Student Aid (FSA) with support services in program and project management. The Contractor shall provide a full range of business and technical management services in support of FSA offices or programs. These services encompass all areas of administrative and IT policy/ planning including, but not limited to: capital planning, strategic planning, performance management, data management, information sharing, information security, training, enterprise resource management, business process re-engineering, IT transformation and strategy, organizational change management, and program management office support.

These services shall include, but are not limited to, support for specific projects and mission critical systems (e.g. the Debt Management Collection Service (DMCS) and the Perkins Loan Project) throughout FSA.

The Contractors shall furnish the necessary personnel, materials, equipment, facilities, travel, and other services required to satisfy the ordered requirement support services. With the pace of change, it is impossible to anticipate how program/project management and IT related support requirements will evolve over the life of the contracts. It is intended that the PPMSS contract remains current and continues to provide the full range of program/project management capabilities throughout its life.

C.1.2 Contract and Task Order Management

Contract and TO management is a mandatory element for all Task Orders placed under the PPMSS contract. The objective of contract and TO management is to provide the program management, project control and contract administration necessary to manage a high volume, multiple contract type TO process for a large, diversified team so that the cost, schedule and quality requirements of each order are tracked, communicated to the Government, and ultimately attained.

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

C.1.3 Administrative and Information Technology Program Support Services

The Contractor shall provide the full range of business and technical management services in support of FSA offices, projects, and programs. These services encompass all areas of administrative and IT policy/planning including, but not limited to: capital planning, strategic planning, performance management, data management, information sharing, information security, training, enterprise resource management, business process re-engineering, IT transformation and strategy, organizational change management, and program management office support.

Other task may include, but are not limited to:

1. Security Management

a) Technical expert on cybersecurity and overall protection of FSA’s information and information systems.

b) Provide expert guidance to the COO and the Chief Information Officer on FSA’s risk management framework and incident response in accordance with Federal requirements

(FISMA, Continuous Diagnostics and Monitoring requirements, Department of Homeland

Security guidance and National Institute of Standards and Technology standards, etc.)

c) Reviews and advises on FSA’s policies and processes for the protection of FSA’s information assets, and assists with developing processes and actions to ensure continuous awareness of the state of FSA’s IT security posture and risks.

d) Assist with developing and implementing short and long range strategies to identify security improvements and cost reduction opportunities.

e) Support information security audits that impact FSA’s information security systems and support the FSA Chief Information Security Officer in reviewing and managing corrective action plans.

f) Assist with establishing and managing information security metrics program, and maintain awareness of new and ongoing threats, mitigating initiatives, and partnering opportunities.

Supports FSA Incident Management workgroup.

2. Data Management / Data Governance

a) Assist in development of data governance policies, processes and procedures in areas such as data access, data sharing, and data quality measurement. Assist with developing training materials for use of data dictionary by FSA.

b) Target deliverables may be:

i. Assist with developing data dictionary training materials.

ii. Assist with developing procedures for updating and maintaining data dictionary over time.

iii. Assess data governance policy needs.

iv. Assist with drafting data governance policies.

3. Administrative:

a) Assist with continuous improvement and innovation while looking for opportunities to

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004 progressively improve the quality and effectiveness of program and project processes and procedures. Routinely capture and report on relevant program and project metrics.

b) Assist with managing key program, project and operational attributes (e.g., scope, schedule, cost, quality, risks, communications and resource planning). Provide assistance with prioritization, scheduling, coordination and monitoring of activities associated with these efforts. Help identify, track, research and successfully resolve project and operational issues and problems.

c) Assist with ensuring the content of the documents adhere to FSA LMM and other applicable standards, align with industry best practices and comply with regulatory requirements; prepare program, project and operational documents for review, distribute these artifacts for review, capture comments, incorporate appropriate revisions; distribute final versions of documents, and retain these completed artifacts in designated repositories.

Systematically assisting with processing project deliverables received, monitoring these submissions for quality and timeliness and coordinate all reviews and exchanges required to get the deliverable to a state where it can be accepted by the assigned Contracting Officer

(CO) and Contracting Officer Representative (COR).

d) Interact with involved internal and external stakeholders; plan content, ensure involved stakeholders are kept adequately informed.

e) Supporting FSA TO managers and supporting contract staff by providing required acquisition support (e.g., assisting with developing technical specifications and requirements; participate in market research; assist with developing Independent

Government Cost Estimates (IGCEs); assisting with the preparation of acquisition and source selection plans; providing subject matter expertise to Government evaluators; and providing contract administration assistance.

f) Assist with assessing, tracking, the mitigation or elimination of project or operational risks.

Review and provide recommendations for critique of disaster recovery procedures and contingency plans; support program, project, and system audit activities and assist with developing responses to audit findings.

g) Depending on how the maturity state of a program or project may be, the types of activities and project documents may vary Assisting with ensuring all required program, project and operational activities and documentation are completed in a sufficiently acceptable quality and timely manner.

h) Participates in stakeholder meetings and Engineering Review Board (ERB) and test and production readiness reviews; assist with the preparation of reports; provide oversight;

analyze project schedules; facilitate meetings; assess risks; assist with establishing and efficiently organizing project information repositories; provide assistance with acquisition and logistics support; participate in post implementation reviews and assist with performing project closeout(s).

i) Assist in the preparation of the following types of documentation, but are not limited to:

preparing or revising investment plans and requests, business case(s), exhibit 300s, project charters and other required LMM work products.

(End of Section C)

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SECTION D - PACKAGING AND MARKING

D.1 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 ensure safe delivery at destination.

D.2 Markings

All deliverables submitted to the PPMSS CO, PPMSS Program Manager (PM), TO CO and TO

Contracting Officer Representative (COR) shall be accompanied by a packing list or other suitable shipping document that shall clearly indicate the following:

(a) Contract number;

(b) Task Order number;

(c) Name and address of the consignor;

(d) Name and address of the consignee;

(e) Government bill of lading number covering the shipment (if any); and

(f) Description of the item/material shipped, including item number, quantity, number of containers, and package number (if any).

Specific marking requirements may be addressed in individual TOs.

(End of Section D)

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SECTION E - INSPECTION AND ACCEPTANCE

E.1 Clauses Incorporated by Reference FAR 52.252-2 (FEB 1998)

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 CO will make their full text available. Also, the full text can be accessed electronically at the following internet address: https://www.acquisition.gov .

FAR Clause No. Title and Date

52-246-4 Inspection of Services—Fixed Price (AUG 1996)

52.246-6 Inspection of Services – Time and Material or Labor-Hour (MAY 2001)

E.2 Inspection and Acceptance

Final acceptance of all deliverables and or services performed as specified under each Task Order will be made in writing, at destination by the TO COR, or as detailed in individual TOs.

E.3 Scope of Inspection

All deliverables will be inspected for content, completeness, accuracy, and conformance to Task

Order requirements by the TO COR, or as detailed in individual Task Orders. Inspection may include validation of information or software through the use of automated tools and/or testing of the deliverables, as specified in the Task Order. The scope and nature of this testing must be negotiated prior to TO award and will be sufficiently comprehensive to ensure the completeness, quality and adequacy of all deliverables.

E.4 Basis of Acceptance

(a) The basis for acceptance shall be compliance with the requirements set forth in the statement of work, the TO, the Contractor's proposal and other terms and conditions of this contract. Deliverable items rejected under any resulting Task Order shall be corrected in accordance with the applicable clauses.

(b) Reports, documents and narrative type deliverables will be accepted when all discrepancies, errors or other deficiencies identified in writing by the Government have been corrected.

(End of Section E) https://www.acquisition.gov/

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004

SECTION F - DELIVERIES OR PERFORMANCE

F.1 Clauses Incorporated by Reference FAR 52.252-2 (FEB 1998) they were given in full text. Upon request, the CO will make their full text available. Also, the full

52.242-15 Stop-Work Order (AUG 1989)

52.242.17 Government Delay of Work (APR 1984)

52.247-34 F.O.B. Destination (NOV 1991)

F.2 Term of the Contract

The term of the Basic IDIQ contract will be an Ordering Period of five (5) consecutive years:

September 30, 2016 through September 29, 2021.

F.3 Delivery

The services required under each individual TO shall be delivered and received at destination within the time frame specified in each order.

F.4 Place of Performance

Place of performance shall be set forth in individual TOs.

F.5 Deliverables

(a) All applicable TO deliverables, their required delivery dates, destination of delivery, and schedule for completion of work to be performed will be specified in TOs issued under this contract, as applicable.

(b) For purposes of delivery, all deliverables shall be made by close of business (COB) 4:30 P.M.

local time (Washington, DC) at destination, Monday through Friday, unless stated otherwise in the

TO.

(c) All deliverables submitted in electronic format shall be free of any known computer virus or defects. If a virus or defect is found, the initial deliverable will not be accepted. The replacement file shall be provided within two (2) business days after notification of the presence of a virus.

(d) Each contract-level and TO-level deliverable shall be accompanied by a cover letter from the

Contractor on Company letterhead. Multiple deliverables may be delivered with a single cover

Program /Project Management Support Services) PPMSS) RFP Number: EDENFS16R0004 letter describing the contents of the complete package.

(e) In the event the Contractor anticipates difficulty in complying with any contract-level delivery schedule, the Contractor shall immediately provide written notice to the PPMSS CO, COR, and the

Program Manager (PM). For any Task Order level deliverable, the Contractor shall provide written notification immediately to the TO CO and TO COR. Each notification shall give pertinent details, including the date by which the Contractor expects to make delivery; provided that this data shall be informational only in character and that receipt thereof shall not be construed as a waiver by the

Government of any contract delivery schedule, or any rights or remedies provided by law or under this contract.

(f) In the event that a Contractor is non-compliant in submission of deliverables, the

Government may reflect the non-compliance in the Contractor’s past performance report.

(g) The following table provides a summary of the PPMSS reporting requirements that may be required, but are not limited to:

Report Description Contract

Status Report

Number of Copies Due Dates

Task Order Status Report (Section F.5.1)

1-PPMSS CO

1-PPMSS COR

As specified in the

Individual Task Order(s)

***Additional deliverables shall be specified within individual TO’s.

F.5.1 Task Order Status Reports

PPMSS requires TO Status Reports for all TOs. The type of status report may vary by the type of

TO issued. The status report recipients, content, and due dates will be identified in individual

Task Orders. The TO Status Report shall contain data at the Task Order level unless a lower

Work Breakdown Structure (WBS) level of reporting is explicitly required and stated in the Task

Order.

(End of Section F)

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 Accounting and Appropriation Data

Accounting and appropriation data for obligations under the contract will be set forth on individual

TOs.

G.2 Primary Government Roles and Responsibilities

The following subsections describe the roles and responsibilities of individuals and/or authorized users who will be the primary Points of Contact (POC) for the Government on matters regarding contract administration as well as other administrative information. The Government reserves the right to unilaterally change any of these individual assignments at any-time.

G.3 Government Personnel

G.3.1 PPMSS Contracting Officer (CO) – IDIQ Contract Level

The PPMSS CO within the FSA has the overall responsibility for administration of the PPMSS contracts. The PPMSS CO, without right of delegation, is the only authorized individual to take actions on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirements, specifications, details and/or delivery schedules. The PPMSS CO for this contract is:

Name: Monifa Coleman

Address: Department of Education

Federal Student Aid

830 First Street, NE

Washington DC 20202

Email: Monifa.Coleman@ed.gov

Email: Tel No: Provided at the time of award

G.3.2 Task Order Contracting Officer (TO CO)

Services will be ordered via TOs issued by Task Order Contracting Officers within the Contract

User’s organization following the ordering procedures set forth in Section G.5 (i), Task Issuance.

G.3.3 Task Order Contracting Officer’s Technical Representative (TO COR)

TO COs may designate CORs for individual TOs that will be responsible for the day-to- day coordination of the Task Order.

The TO COR will represent the TO CO in the administration of technical details within the scope of the Task Order. The TO COR is not otherwise authorized to make any representations or commitments of any kind on behalf of the TO CO or the Government. The TO COR does not have authority to alter the Contractor’s obligations or to change the TO specifications, price, terms or mailto:Monifa.Coleman@ed.gov

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004 conditions. If, as a result of technical discussions, it is desirable to modify Task Order obligations or the specification, changes will be issued in writing and signed by the TO CO.

G.4 Ordering–By Designated Ordering Official

The Government will order any supplies and services to be furnished under this contract by issuing

TOs on Optional Form 347, or an agency prescribed form, from the effective date of the contract through the expiration date of the contract. All warranted FSA COs are considered designated ordering officials for PPMSS.

G.5 Fair Opportunity Exceptions

In accordance with the Federal Acquisition Streamlining Act (FASA) and FAR Part 16.505(b)(2)(i), Orders under Multiple Award Contracts, the TO CO will provide all awardees a “fair opportunity” to be considered for each order in excess of $3,500, unless one of the conditions below applies:

(1) The agency need for such services is so urgent that providing a fair opportunity would result in unacceptable delays.

(2) Only one awardee is capable of providing the services required and quality of services at the required level because the services ordered are unique or highly specialized.

(3) The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to a Task Order already issued under this contract, provided that all awardees were given a fair opportunity to be considered for the original order (see “Note” below).

(4) It is necessary to place an order to satisfy a minimum guarantee.

In accordance with FAR 16.5, Indefinite-Delivery Contracts, when an exception to the fair opportunity to be considered exists, the Task Order will be processed as a sole source procurement and must include a sole source justification. The sole source justification must be approved by the TO

CO and a copy of the approved document provided to the COR cited in section G.2.1.2, Contracting

Officer’s Technical Representative (COR) - Overall Contract Level.

Note: If the order is a follow-on to a TO that was not issued under PPMSS, or is a TO for which the

PPMSS awardees were not given the opportunity to compete, the logical follow- on exception

CANNOT be used.

G.6 Task Order Solicitation Process

(a) The TO CO will issue a proposal request to Contractors, unless a fair opportunity exception applies. The proposal request will include a due date for proposal submission and requirements documentation (SOO, SOW or PWS) that will include either the Government’s objectives or a detailed description of work to be accomplished, the applicable task areas, a listing of the deliverables required and any additional data, as appropriate. The proposal request will also include specific instructions for the submission of proposals, selection criteria factors, the factors’ order of importance, and other information deemed appropriate.

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

(b) Contractors will be provided an adequate time to prepare and submit responses based on the estimated dollar value and complexity of the proposed TO. The due date will be set forth in each proposal request. If unable to perform a requirement, Contractors shall submit a “no bid” justification in response to the proposal request. All no bid justifications shall include a brief statement as to why the Contractor is unable to perform, i.e. conflict of interest. This notification must be submitted to the TO CO by the proposal due date.

(c) Technical Proposals: The proposal request will state whether an oral proposal is required in addition to, or instead of, written technical proposals. Responses will be streamlined and succinct, to the extent practical based on the estimated dollar value and complexity of the work, stating compliance or exception to requirements, risks, assumptions and conflict of interest issues.

(d) Price Proposals: A written price proposal shall always be required. This part of the proposal shall include detailed cost/price amounts of all resources required to accomplish the task, (i.e., labor mix, labor hours, rates, travel, incidental equipment, etc.). The proposal must identify and justify use of all non-labor cost elements. It must also identify any Government Furnished

Equipment (GFE) and/or Government Furnished Information (GFI) required for TO performance.

If travel is specified in the TO statement of work, airfare and/or local mileage, per diem rates by total days, number of trips and number of Contractor employees traveling shall be included in the proposal.

(e) Other Relevant Information: The Contractor shall assume all costs associated with preparation of proposals for TO awards under the fair opportunity process as an indirect charge. The

Government will not reimburse awardees for fair opportunity proposals as a direct charge.

(f) Evaluation of TO Proposals: Proposals will be evaluated in accordance with the evaluation criteria set forth in the Task Order Request Package (TORP). The Government’s award decision may include compliance with Section 508 requirements of the Rehabilitation Act, and selection criteria which addresses past performance, technical/ management approach and cost. In addition to past performance, technical/management approach and cost/price, individual TO selection criteria may include other factor(s) relevant to the particular requirement. The order of importance for the factors will be identified in each individual TORP. If necessary, during the evaluation of proposals, the Government may contact a Contractor with questions concerning its proposal. Upon completion of evaluations, the CO may issue a Task Order to the Contractor whose proposal is most advantageous to the Government.

(g) Award Recommendation Documentation: After completion of the evaluation, discussions, if any, and Best Value analysis, the TO CO/TO COR shall prepare a complete award recommendation package to document the selection process and to serve as evidence that the fair opportunity to be considered rule was applied, unless an exception was taken under FAR Part 16.505(b)(2)(i), Exceptions to the fair opportunity process. At a minimum, it shall include:

(1) A statement indicating whether announcement of the TO requirement was made to all

Contractors eligible for receiving an award for the task requirement or if an exception to the a fair opportunity to be considered rule was cited (cite the exception);

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

(2) The selection criteria /methodology used to evaluate the competing Contractors;

(3) The results of the evaluation; and

(4) The rationale for the recommendation of the TO awardee, including a summary of any negotiations conducted, cost/price analysis and best value analysis.

(h) Resolution of Issues: In the event issues pertaining to a proposed task cannot be resolved to the satisfaction of the TO CO, the TO CO reserves the right to withdraw and cancel the proposed task.

In such event, the Contractor shall be notified in writing of the TO CO’s decision. This decision is final and conclusive and shall not be subject to the “Disputes” clause or the “Contract Disputes Act.”

( i) Task Order Issuance: TOs may be issued by e-mail, regular mail or facsimile using an Optional

Form 347, or an agency prescribed form. TOs issued shall include, but not be limited to the following information (when applicable):

(1) Date of order;

(2) Contract and order number;

(3) Type of Order;

(4) Appropriation and accounting data;

(5) Description of the services to be performed;

(6) Description of end item(s) to be delivered; the individual responsible for inspection/acceptance;

(7) Period of performance/delivery date;

(8) Estimated number of labor hours for each applicable labor category;

(9) Ceiling price for the order; and

(10) List of Government furnished equipment, material, and information.(if applicable)

(j) Debriefings: In accordance with FAR 16.505(b)(4)If an unsuccessful Contractor questions why it was not selected for a TO award over $5.5 million, the Contractor shall contact the TO CO. The TO

CO and the unsuccessful Contractor may discuss the reasons why that Contractor was not selected;

however, the TO CO may not (a) discuss the other Contractor’s proposals, (b) compare Contractor’s proposals, or (c) allow the unsuccessful Contractor access to the award decision documentation.

(k) Task Order Protests: In accordance with FAR 16.505(a)(10(i)(B), Ordering - General, no protest under Subpart 33.1 is authorized in connection with the issuance or proposed issuance of an TO under this contract, except for:

(a) A protest on the grounds that the order increases the scope, period of performance, or maximum value of the contract; or

(b) A protest of an order valued in excess of $10 million. Protests of orders in excess of $10 million may only be filed with the Government Accountability Office (GAO), in accordance with the procedures at FAR 33.104, Protests to GAO.

G.6 Special Contract Administration Responsibilities

Each Contract User utilizing PPMSS has the primary responsibility for the administration of any order it places with the Contractor.

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

The TO CO shall be responsible for:

(a) Ensuring that TOs are within the scope of the contract;

(b) Administration and final closeout of TOs;

(c) Performing inspection and acceptance or rejection of the equipment/services provided by the Contractor;

(d) Reporting Contractor performance on the TO in accordance with FAR 42.15, Contractor Performance Information;

(e) Approving or withholding payments, or authorizing partial payment of invoices; and

(f) Forwarding an end of fiscal year notification to the contract-level Contracting Officer

(either by memo, letter, or electronically), stating which TOs awarded in the preceding fiscal year were closed with final disposition complete, including release of claims letters (if applicable).

The Contract-Level Contracting Officer is responsible for overall administration and the final closeout of the contract, and when necessary, shall:

(a) Provide scope oversight;

(b) Serve as liaison between the Contractor and FSA;

(c) Ensure compliance with contract requirements;

(d) Report Contractor performance at the contract-level in accordance FAR 42.15, Contractor Performance Information.

(e) Issue the CO's final decision and handle all contract-level contractual disputes under the Contract Disputes Act; and

(f) Issue all contract modifications against the Contract.

Unless otherwise delegated, only the designated CO, as defined in Section G.3.1, PPMSS

Contracting Officer (CO) – IDIQ Contract Level, has oversight of the contract as a whole.

G.7 Unauthorized Work

The Contractor is not authorized at any time to commence TO performance prior to issuance of a signed TO or other written approval provided by the TO CO to begin work.

(End of Section G)

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

SECTION H – SPECIAL CONTRACTING REQUIREMENTS

H.1 Clauses Incorporated by Reference FAR 52.252-2 (FEB 1998) they were given in full text. Upon request, the CO will make their full text available. Also, the full

52.204-9 Personal Identity Verification of Contractor Personnel (JAN 2011)

H.2 Training

The Government will not allow costs, nor reimburse costs associated with the Contractor training employees in an effort to attain and/or maintain minimum personnel qualification requirements of this contract. Other training may be approved on a case-by-case basis by the TO CO. Attendance at workshops or a symposium is considered training for purposes of this clause.

H.3 Government Property, Information, Workspace

The Government may provide the items listed below as necessary, for the Contractor to fulfill the tasks described in TO SOWs.

H.3.1 Government Furnished Property (GFP): The Government may provide hardware and/or software requiring technical analysis, evaluation, verification, or study in support of a specific task.

Such GFP will be specified in individual TOs. GFP provided to the Contractor in support of individual TOs shall be tracked through applicable procedures provided by the TO CO in accordance with the FAR. Property shall be accounted for and marked accordingly for identification and tracking purposes with the Contract Number, TO Number, Serial Number and other information as required by the TO CO. The Government will not provide hardware/software equipment required to accomplish day-to-day work requirements in support of the overall contract-level effort. All GFP shall be returned to the Government at the completion of each TO unless otherwise specified.

H.3.2 Government Furnished Information (GFI): The Government may provide information

(e.g., technical data, applicable documents, plans, regulations, specifications, etc.) in support of a specific task. Such GFI will be specified in individual TOs.

H.3.3 Government-Furnished Workspace: Specific Government-furnished workspace will be specified in individual TOs (if applicable).

H.3.4 Contractor Acquired Property: In the event the Contractor is required to purchase property in the performance of this contract, compliance with the procedures of FAR Part 45, Government Property is required.

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

H.3.5 Disposition of Government Property: Thirty (30) calendar days prior to the end of the TO period of performance, or upon termination of the contract, the Contractor shall furnish to the TO

COR a complete inventory of Government Property in its possession under the TO that has not been tested to destruction, completely expended in performance, or incorporated and made a part of a deliverable end item. The TO COR will furnish disposition instructions on all listed property which was furnished or purchased under the TO.

H.4 Disclosure of Information Safeguards

Any Government information made available, or to which access is provided shall be used only for the purpose of carrying out the provisions of this contract and shall not be divulged or made known in any manner to any person, except as may be necessary in the performance of the contract.

Disclosure to anyone other than an officer or employees of the Contractor at any tier shall require prior written approval of the TO CO. Requests to make such disclosure should be addressed to the

TO CO.

H.5 Standard of Conduct at Government Installations

The Contractor shall be responsible for maintaining satisfactory standards of employee competency, conduct, appearance, and integrity; and shall be responsible for taking such disciplinary action with respect to its employees, as necessary.

H.6 Post Award Conference

The Contractor shall participate in a post award conference that will be held within thirty (30) business days after contract award. The purpose of the post award conference is to aid both the

Contractor and the Government in achieving a clear and mutual understanding of all contract requirements and identify and resolve potential problems (See FAR Subpart 42.5, Post award

Orientation).

The Government is responsible for establishing the time and place of the conference and will notify the appropriate Government representatives and the Contractors. The PPMSS CO will designate or act as the chairperson at the conference.

The conference may be conducted at a location within the Washington, DC, commuting area at the

Government’s discretion. The Contractor further agrees to attend post award conferences on Task

Orders as required. The TO post award conferences will establish work level points of contact for the TO, determine the TO administration strategy, roles and responsibilities and ensure prompt payment and TO closeout.

H.7 FSA Service Level Agreements for Contractor Employee Clearance Monitoring

SLA

Objective Measurement Standard/Period (w/disincentive (if applicable)

Notes

1 Timely e-Qip submission. Submit e- Qip form to the

Send a confirmation email to the FSA CO/COR/ISSO and

95% complete, accurate, and timely submissions over monthly period

Example: For a contractor employee reporting for duty

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

COR/ISSO within 24 hours of a contractor employee’s assignment to a Department contract and ensure that the forms are accurate and complete (reference EDARS 3452.239-72). (Time frame may change based upon Departmental policy)

Program Management by 5:00PM of the due date that certifies the success of complete, accurate, and timely clearance submission

Period – Monthly Metric

Disincentive - $5,000 per 6C, $2,500 per 5C, and $500 per 1C over the standard in the reporting period

Monday, August 17, 2015, e-Qip initiation form must be received by 5:00PM of Tuesday, August 18, 2015.

2 Timely resolution of e- Qip information deficiencies. If any information on forms required by e-Qip are not complete or the submission is returned for any reason, the contractor must resubmit the forms to the COR/ISSO within 7 (reference OM: 5-101) business days or the contractor employee must be removed from the contract

Send a confirmation email to the FSA CO/COR/ISSO and Program Management by 5:00PM of the due date that certifies the success of timely clearance form re-submission or the removal of the contract employee from the contract

99% complete, accurate, and timely re-submission over monthly period

Period – Monthly Metric

Disincentive - $5,000 per 6C, $2,500 per 5C, and $500 per 1C over the standard in the reporting period

3 Clearance Monitoring - When clearance information is returned with clearance type and date issued, monitor contractor employee clearance and employment status under the contract to ensure clearances renewals are submitted 30 calendar days prior to expiration, departed employees are identified and removed, and any clearance changes are annotated.

A consolidated report of all employees in the format shown below will be submitted to the COR and ISSO (copy to the CO) within 5 business days following each three month period of performance for identification of changes over the last quarter (new employees, employees with clearance in process (and status), change in clearance type, and resubmittals for employees 30

95% complete and accurate over quarterly period

Period – Quarterly Metric

Disincentive - $1,000 per error over the standard in the reporting period

Submittal of quarterly report does not replace timely requests for e-Qip for new employees, monitoring status of clearance/clearance renewal requests, requesting clearance renewals 30 days before expiration, or notification that an employee has departed. COR will spot check quarterly and submit annually to the Security Office for a 100% validation when requested.

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004 calendar days prior to clearance expiration and departed employees).

4 Timely Submittal of Clearance Renewals.

EDARS 3452.239-72

requires contractor employees in High Risk 6 (C) positions to submit clearance packages for re-investigation every five years. Once a contractor employee receives their clearance, an issuance and expiration date will be provided back to the contractor for tracking.

Contractors must submit re-investigation packages to e-Qip 30 calendar days prior to clearance expiration.

A confirmation email to the FSA CO/COR/ISSO and Program Management 30 calendar days prior to the Clearance expiration date that certifies the success of complete, accurate, and timely clearance re-submissions.

95% complete, accurate, and timely submission over quarter

Period – Quarterly Metric Disincentive - $1,000 per error over the standard in the reporting period

Contra ctor/S ubcont ractor Contract Number

Employee

Last Name

Employee

First

Name

Employee

Middle

Name (if known)

Job Title

(indicate if supervisory)

Employee

Status

(fulltime, part time, temporary, surge, etc.)

System(s)

Access

Normalized

System

Name ISSO CO COR NAME

Type of

Background

Investigation

Date

Investigation was completed

Year

Reinvestiga tion

Required

PIV Card Implementation to Access FSA Data for Privilege Users (September 2015)

I. BACKGROUND.

To improve the Federal cybersecurity and protect IT systems against threats, FSA is tightening policies and practices for Privilege Users by:

a) Implementing multi-factor authentication for Privilege Users through PIV cards.

b) Minimizing the number of Privilege Users, limiting the login duration, limiting functions they can perform while logged in, and ensuring that all activities are logged and reviewed regularly.

II. DEFINITIONS.

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004

a) A Privilege User is defined as a user of an Information System with more authority and access than a general user (for example: users with root access, Database Administrators, Application Administrators, Network Administrator, System Administrator, Information

Assurance Manager/Information Assurance Officer).

b) A PIV Card is an identity card that is issued by the Federal Government and is fully compliant with Federal PIV standards (e.g., Federal Information Processing Standard (FIPS)

201).

c) A PIV Interoperable Card (PIV-I) is an identity card that meets the PIV technical specifications to work with PIV infrastructure elements, such as card readers, and is issued in a manner that allows Federal Government relying parties to trust the card. PIV-I Non-

Federally Issued (NFI) identity cards must conform to the NIST technical specifications for a

PIV Card as defined in NIST SP 800-73 and meet the cryptographic requirements of FIPS

140 and NIST SP 800-78. Please refer to the “Personal Identity Verification Interoperability

For Non-Federal Issuers” document at http://www.idmanagement.gov/personal-identity-verification-interoperability.

d) A Card Reader is a device which complies with the requirements as specified in NIST

SP800-96 and conforms to the ISO7816 standard for the card-to-reader interface. These readers also conform to the Personal Computer/Smart Card (PC/SC) Specification [PCSC] for the reader-to-host system interface in general desktop computing environment.

III. REQUIREMENTS.

a.) No later than 5 working days from date of TO award, provide the cognizant Contracting

Officer the following:

The total number of Privilege Users

The firm, either Contractor or Subcontractor, the Privilege User works for

Each Privilege User’s location

Full name of each Privilege User

Each Privilege User’s role

The IT resource(s) and application(s) containing or accessing FSA’s data Resource(s) being accessed by each Privilege User

Current method of accessing the IT resource(s) and application(s) containing or accessing FSA’s data

Identify each Privilege User which already has a PIV card (if applicable)

Identify each Privilege User which already has a Two-Factor token, if applicable)

Identify each Privilege User that already has a VPN account (if applicable) http://www.idmanagement.gov/personal-identity-verification-interoperability http://www.idmanagement.gov/personal-identity-verification-interoperability

Program/Project Management Support Services (PPMSS) RFP Number: EDENFS16R0004 b.) Government Furnished Property and Systems Solutions

1) FSA will issue and distribute all PIV cards for all Privilege users accessing the Virtual Data

Center (VDC) (or its successor) resources.

2) FSA has implemented the CyberArk Privilege Account Security (CPAS) solution for VDC

(or its successor) to protect the Privilege accounts from misuse and provide assurance that such accounts are controlled and managed. Implementation of the CPAS solution:

Limits functions that can be performed when using Privilege accounts

Limits the duration that…