TA2S Industry Day 1 Jun 2010.pptx

Technical and Advisory Support Services (TA2S) This Briefing is Classified

UNCLASSIFIED

Mr. Chuck Roth Ms. Joanna Green 1 June 2010

Industry Day Overview Purpose Requirements Overview N-NC HOI 64-119, Contractor Visits & Product/ Services Demonstrations Acquisition Strategy Milestones Organizational Conflicts of Interest (OCI) Awardable Orders N-NC Missions Overview RMD 802/Status of Conversions Small Business Administration (SBA) One-on-ones

UNCLASSIFIED

Purpose The purpose of the TA2S Industry Day is to provide interested parties an opportunity to gain insight to the TA2S advisory and assistance (A&AS) requirements.

- One-on-one meeting slots will be available during the week

Requirements Overview TA2S provides for Advisory and Assistance Services (A&AS) and Non-Advisory and Assistance Services (Non-A&AS) to Headquarters North American Aerospace Defense Command (HQ NORAD) and Headquarters US Northern Command (HQ USNORTHCOM) directorates, special staff offices, and other activities, in support of various missions, and command, control, communications, and intelligence activities Serves as a vehicle to provide further broadened technical and analytical tools, support or improve policy development, management, and administration, or improve the operation of systems supporting the HQ NORAD and HQ USNORTHCOM missions Provides support during several phases of planning, programming, acquisition, and implementation cycles of various government systems All services are non-personal services in nature

NORAD-USNORTHCOM HOI 64-119

Contractor Visits and Product Demonstrations

Establishes policies, procedures and responsibilities for conducting contractor visits and product/services demonstrations between industry representatives and Headquarters North American Aerospace Defense Command (NORAD) and Headquarters United States Northern Command (USNORTHCOM).

Protects integrity of the procurement process N-NC J44, J8 and JA form core component

NORAD and USNORTHCOM policy is to refrain from soliciting/requesting contractors or industry personnel for vendor discussions or demonstrations.

Vendors must accomplish a Contractor Visit and Discussion Agreement (available from J44) and coordinate the visit with J44 prior to meeting with Government customers, if approved Not a guarantee of future work

NORAD-USNORTHCOM HOI 64-119

Contractor Visits and Product Demonstrations

While there is no specific restriction, in order to avoid inundating the N-NC directorates and representatives, no contractor visits will be held or approved with Government representatives relative to the TA2S acquisition once Industry Day and one-on-meetings have concluded.

TA2S Acquisition Strategy Indefinite Delivery/Indefinite Quantity Contract

5-year basic ordering period (no options at the contract level) Task orders may be issued with option years

Award of approximately three contracts

$262M Program Ceiling

NAICS 541330 – Engineering Support Services

Small business size standard of $27M

13 CFR 121.106 – Guidance on how SBA calculates number of employees

FAR 52.219-14, Limitations on Subcontracting, applies:

At least 50% of the cost of the contract performance incurred for personnel shall be expended for employees of the concern Applies across the contract period (5-yrs) of performance Reports due annually from primes

Cross Teaming

No restrictions on cross-teaming among sub-contractors

TA2S prime contractors are restricted from subcontracting for or teaming with another TA2S prime contractor

Provides the Government with best possible contractor team solution

Source Selection Authority – Pending Performance Price Trade-off (PPT) Factor 1: Technical Capabilities (pass/fail) Subfactor 1: Staffing and Management Plan Subfactor 2: Subcontract Management Subfactor 3: Air, Cruise and Ballistic Missile Defense Future Capabilities and Concepts Task Order (N-NC/J5) Subfactor 4: Integrated Tactical Warning/Attack Assessment Task Order (N/J3) Subfactor 5: Exercise Planning Task Order (N-NC/J7) Factor 2: Past Performance Factor 3: Cost/Price Price Past performance will be approximately equal to cost or price

PPT – Relevancy criteria

- Evaluation at the contract level

Conversions

UNCLASSIFIED

Task Orders to be Evaluated – Subfactor 3: Air, Cruise and Ballistic Missile Defense Future Capabilities and Concepts Task Order (N-NC/J5) Prior task order budget – approximately $2M annually Previously awarded as FA2517-06-D-9000-0003

Subfactor 4: Integrated Tactical Warning/Attack Assessment Task Order (N/J3) Prior task order budget – approximately $455K annually Previously awarded as FA2517-06-D-9002-0018

Subfactor 5: Exercise Planning Task Order (N-NC/J7) Prior task order budget – approximately $2M annually Previously awarded as FA2517-06-D-9006-0006

Awardable orders will be evaluated using technical/cost trade

Technical subfactors will be approximately equal to cost/price.

The evaluation ratings will consist of Exceptional, Acceptable, Marginal and Unacceptable.

Upon conclusion of the evaluation of offers, any exceptional or acceptable ratings will be deemed passing ratings and any marginal or unacceptable ratings will be classified as fails for the evaluation subfactors at the basic contract level.

The task orders will be evaluated only once and the ratings adjusted to meet the source selection method being utilized at the contract level.

TA2S Milestones

OCI

Definition Organizational Conflict of Interest (FAR 2.101)

Because of other activities or relationships with other persons or companies:

A person is unable or potentially unable to render impartial assistance or advice, or The person’s objectivity is or might be impaired, or A person has an unfair competitive advantage.

OCI Further Defined OCI means a situation in which, with reference to a particular acquisition-- An offeror, or any of its prospective subcontractors, by virtue of its past or present performance of another Government contract, grant, cooperative agreement, or other transaction Had access to non-public information that may provide it an unfair advantage in competing for some or all of the proposed effort; OR Was in a position to set the ground rules, and thereby affect the competition, for the proposed acquisition; OR

OCI Further Defined (cont’d) OCI means a situation in which, with reference to a particular acquisition— The contract awardee or any of its subcontractors Will have access to non-public information that may provide it an unfair competitive advantage in a later competition for a Government contract;

May, from the perspective of a reasonable person with knowledge of the relevant facts, be unable to render impartial advice or judgments to the Government; or Will be in a position to influence a future competition, whether intentionally or not, in its own favor.

Governing FAR Provisions

FAR 9.505

Each individual situation should be examined on the basis of its particular facts and the nature of the proposed contract Evaluation requires the exercise of common sense, good judgment, and sound discretion

FAR 9.504

Potential conflicts of interest must be mitigated before contract award Contracting officers should obtain the advice of legal counsel and technical experts in evaluating potential conflicts

Congressional and DoD Action Congressional Action: WSARA – Weapon Systems Acquisition Reform Act WSARA requires formal DoD OCI policy DoD Panel on Contracting Integrity Provided recommendations for WSARA Section 207 implementation DoD is proposing amendment to DFARS DFARS Case 2009-D015 Public meeting held December 8, 2009 Comments on proposed rule can still be made Suspense 21 June, 2010 http://edocket.access.gpo.gov/2010/2010-9210.htm

Types of OCI Biased Ground Rules Systems Engineering and Technical Direction (FAR 9.505-1) Preparation of Statement of Work; Requirements (FAR 9.505-2) Impaired Objectivity Providing Evaluation Services (FAR 9.505-3) Unequal Access to Information Access to Proprietary Information (FAR 9.505-4)

Process Offeror’s First Steps Assess whether there is a potential OCI requirement Disclose all relevant information regarding any OCI If applicable, submit an OCI Mitigation Plan May have to accept a limitation on future contracting OCI Mitigation Plan is submitted by prime contractor Prime contractor plan incorporates all subcontractor plans Contracting Officer and Attorney reviews Contracting Officer works with offeror to resolve issues Contracting Officer’s analysis and OCI Mitigation Plan reviewed by OCI Review Panel

5 Factor OCI Mitigation Analysis Firewalls:

Isolate work in completely separate organizational business units Geographic and physical separation Independent management and reporting chains Prohibition against transfer of personnel Prohibition against transfer of information

AVOIDANCE

DFARS language anticipated this summer.

Awardable Orders

Air, Cruise and Ballistic Missile Defense Future Capabilities and Concepts Task Order (N-NC/J5) Number of FTEs that previously supported the effort: 4.5 Primary focus creation of point papers, executive summaries, capability documents, trip reports and other document packages IAW N-NC formats and the deadline provided for each project, attend conferences and working groups, both on and off Peterson AFB, to provide technical analysis of N-NC capability strategy, concept development, TENCAP, technology exploration, proof of concepts, and experimentation efforts Working in support of identification and validation of capability gaps and emerging requirements for N-NC in the air and ballistic missile domains and the identification, development, and testing of new capabilities to counter the identified gaps

Air, Cruise and Ballistic Missile Defense Future Capabilities and Concepts Task Order (N-NC/J5) Security requirements: TS/SCI Travel Requirements: 5 days/month on average. Washington D.C., Boston, Huntsville Al., Omaha, San Diego, Los Angeles, Hawaii, Australia, Europe

The Division seeks to improve IAMD within the command and with outside organizations and agencies such as, Missile Defense Agency, Joint Integrated Air and Missile Defense Organization, Space and Missile Defense Command, the Joint Staff, other COCOMS, and other interagency partners with the IAMD missions

ITW/AA (N/J3)

Number of FTEs that previously supported the effort: 3 Assist in configuration management/change control oversight function coordinated by the Functional Managers at Headquarters NORAD and USSTRATCOM, investigate specific missile anomalies, support the resolution of performance issues. Also supports end-to-end studies of the Global Integrated Network (GSIN) development to ensure ITW/AA operational capabilities are not degraded Personnel require TS/SCI clearances Travel to Washington, D.C., Vandenberg AFB, Offutt AFB 2-3 times per year for an average duration of 3 days

Exercise Planning (N-NC/J7) Number of FTEs that previously supported the effort: 8

Brief Description of Work:

Exercise planning, development, execution, and post-exercise assessment of joint, national, multinational and special operations exercises

Use and management of the Joint Training Information Management System (JTIMS) and the Joint Master Scenario Events List (JMSEL) databases

Support for input into the Joint Training Plan (JTP)

Exercise Planning (N-NC/J7 Cont’d)

Planning support to include:

Scenario development, scheduling, coordinating exercise control Collect, analyze and provide recommendations to identify training objectives to be achieved during exercise execution Coordinate conference attendance, read-aheads, work group agenda and facilitation, provide logistics planning, lead-up events Realistically “role-play” the roles, responsibilities and processes of non-participating senior/key military and civilian organizations Maintain N-NC/J7 shared portal pages for exercise-related issues Draft exercise-related inputs for the Joint Training Plan (JTP), development of recommended COAs, schedule synchronization for finalizing JTP submission to the Commander for approval Provide recommendations to synchronize long term schedules for N-NC exercises with the Department of Homeland Security, Joint Staff, other COCOMs, and multinational training partners

Exercise Planning (N-NC/J7 Cont’d)

Security Requirements: TS/SCI eligible (all positions) Travel Requirements:

Attend planning conferences, support remote control cells COCOMs, JS/NCR, JWFC/Virginia, Canada Command, etc.

~ 65 CONUS, 20 OCONUS trips Average duration:

5-7 days (conference); 7-10 days (execution) Valid passport for travel to Mexico and Canada required

Critical Experience: Thorough knowledge and understanding of the organization, procedures, mission displays, collaborative tools, and communications systems employed by joint exercise participants

N-NC Missions Overview

N-NC/J1 –

Provide manpower and personnel support to NORAD and USNORTHCOM including personnel assignments, performance evaluations, personnel policy and programs, promotions and Professional Military Education (PME) boards, manpower and personnel annexes to operations, plans, concept and acquisition documents, joint services awards programs, readiness analysis, organization policy, and development and maintenance of joint manpower authorization documents.

Previous services contracted for include revising plans, policies, standards, procedures, and directives pertaining to the J15 mission

N-NC/J2 –

The NORAD-USNORTHCOM J2 provides predictive and actionable threat estimates and timely warning of worldwide threats against North America using fused all-source intelligence and law enforcement information Previous services contracted for include providing Chemical, Biological, Radiological and Nuclear (CBRN) administrative, technical, systems and engineering support to the NORAD Operations Division’s (N/J33) Technical, physical, and personnel security support, intelligence information protection security studies, and general sensitive compartmented information (SCI) security support Technical, organizational and analytic support in all phases of Operational Intelligence Watch (OIW) certification program Advisory and Assistance Services support for its counterintelligence (CI) and counterterrorism (CT) mission responsibilities to Special Technical Operations (STO), Information Operations (IO) and Strategic Communication (SC)

N-NC Missions Overview (Cont’d) N-NC/J2 (cont’d) – Develop strategy, doctrine, policy, plans, program advocacy and capabilities definition for the Intelligence Directorate (J2) Provide an advanced geospatial analytical capability resident within the N-NC J2 to support the command’s growing requirement to address narcotics trafficking within the combatant command’s area-of-responsibility (AOR)

N-NC/J4 –

Supports the NORAD and USNORTHCOM missions by coordinating logistics, mobility, contracting and engineering support to civil authorities, as well as to military operations in support of Homeland Defense in the NORTHCOM AOR Previous services contracted for include program planning, management and coordination services are required to meet facility requirements for NORAD and USNORTHCOM related to infrastructure planning, new mission beddown, military construction (MILCON), Base Realignment and Closure (BRAC), real estate issues, and project prioritization Originally a J4 requirement, transferred to Chief of Staff (CoS)

N-NC/J6

Identifies new technology that fulfills N-NC capability gaps, and deliver improved C4I capabilities to N-NC from project initiation to in-service status. J64 supports integration C4 systems to support NORAD and USNORTHCOM missions Following task orders will transition onto TA2S:

FA2517-06-D-9000-0002

FA2517-06-D-9006-0008

FA2517-06-D-9000-0009

FA2517-06-D-9000-0010

N-NC/J8

Analysis Division provides operational, scientific, engineering, research and analytical support to the staffs of HQ North American Aerospace Defense Command (NORAD) and US Northern Command (USNORTHCOM) Supports plans and operations to enable the Commands to execute their missions to deter, prevent, and defeat threats and aggression within the area of responsibility Support focuses on modeling and simulation needs for Air Space Security and Homeland Defense / Homeland Security and DSCA operational activities and exercises

N-NC/J8

Requirements contracted for under N2A2S Analyses and studies: Homeland defense and defense support to civil authorities analysis Operations research: Technical analyses, develop analytic tools and computer models Computer model development: Maintain database inputs and run a suite of models: Naval Sim System (NSS) for maritime studies, specific consequence management planning tools for natural disaster incidents such as earthquakes and hurricanes as well as terrorist acts, Commander Analysis and Planning Simulation (CAPS), and Extended Air Defense Simulation (EADSIM) for homeland defense studies.

Specific Air Space security models for NORAD radar studies and fighter/interceptor posturing, Satellite Toolkit (STK), ArcGIS.

RMD 802 C-2-C Conversions

In addition to the requirements annotated on FedBizOps, 12 more task orders from N2A2S have been identified for conversion

The bidder’s library will be updated to reflect the additional orders that will not migrate onto TA2S

While it appears the majority of contractor-to-civilian conversions have been identified additional requirements may be converted if it is determined to be in the best interest of the government

Small Business Administration (SBA)

A joint venture –

Represents the formation of a new small business

Consists only of small businesses [Except for 8(a)]

Self-certifies that it is “small” [Except for 8(a)]

Is subject to the regulations as they govern small business – just like any other small business

Is reviewed by the contracting officer, not SBA. [Except for 8(a)]

SBA size regulations: (13 CFR 121.103(h))

SBA

A joint venture (cont’d) - Self-certify your JV as a small business

Combine total revenues or employees to determine size (exception for large procurements)

Affiliation may cause you to be a large business

May result in ineligibility to compete for set-asides individually or as a joint venture

These Rules Do Not Apply to 8(a)!

SBA Size Regulations: 13 CFR 121.103) and 13 CFR 121.103(h)(2)

Ostensible Subcontracting Does the Subcontractor have control?

Here are the factors:

Who will manage the contract?

Who will provide Program Management?

Which party possesses background and expertise to perform contract?

Who “chased” the contract?

What degree of collaboration was there on the bid?

Are there discrete tasks to be performed or is there a commingling of personnel and materials?

What is the relative amount of work to be performed by each?

Which party performs the most complex and costly contract functions?

Contact Info:

Edward J Kurtz Office of Government Contracting US Small Business Administration 8110 Industrial Drive

USAFA, CO 80840

Ph. (719) 333-2546 Fax (719) 333-2588 Edward.kurtz@usafa.af.mil

One-on-One Meetings

UNCLASSIFIED

Scheduled to begin on 2 June 2010 in Bldg. 350, Room 2215B on the 2nd floor, Peterson AFB, CO

One-on-One meetings were scheduled by request in accordance with the Industry Day Invite posted on FedBizOps.

Please report to the 21 CONS Reception Area on the 2nd floor, Suite 2225, until called upon.

Closing Comments

Questions?

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