Amendment_1 to CSIAC_BCO_RFP..doc

FA8075-11-R-0002

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 30 - BLOCK 14 CONTINUATION PAGE

The following have been added by full text:

A. The purpose of this Amendment is to revise the solicitation and supporting documents as reflected below.

A

Block 9

C.

PWS 1.4.1.1 Paragraph 4

C

PWS 1.4.5.2

Paragraph 2

C

Table 5.1

C

Table 5.1

Section J

Exhibit A

B. The revised Section J, Exhibit A, A015 Cost Tracking/Monthly Financial Report spreadsheet is embedded herein.

C. All other terms and conditions remain unchanged.

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 14-Aug-2011 04:00 PM to 15-Aug-2011 04:00 PM.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

Cyber Security and Information Systems Information Analysis Center (CSIAC)

Basic Center Operations

June 2011 Defense Technical Information Center (DTIC)

Information Analysis Centers Program Management Office (DTIC-I)

TABLE OF CONTENTS

SECTION 1

DESCRIPTION OF SERVICES

1.1 Introduction and Mission

1.2 Purpose and Scope

1.3 Contract Objectives/Contractor Responsibilities - General

1.4 Task Requirements

1.5 Service Charge System

1.6 categories of User Services

1.7 General Information/Administration

1.8 Security Requirements

1.9 Publishing Requirements

SECTION 2

SERVICES SUMMARY (SS)

2.1 Quality Control

2.2 Quality Assurance

SECTION 3

GOVERNMENT-FURNISHED PROPERTY AND SERVICES

3.1 General Information

3.2 Defense Property Accounting System

3.3 Documents

SECTION 4

Contractor Phase-In/Transition

4.1 Phase-In Activities

SECTION 5

APPENDICES

5.1 CSIAC Contract Data Requirement Summary

5.2 Historical Workload Estimate

5.3 Acronyms

5.4 Glossary

SECTION 1:

DESCRIPTION OF SERVICES

1.1 Introduction and Mission.

The Department of Defense (DoD) Information Analysis Center (IAC) Program operates in accordance with (IAW) DoD Instruction 3200.14, Principles and Operational Parameters of the DoD Scientific and Technical Information (STI) Program (STIP), 13 May 97. DoD IACs function as specialized subject focal points and centers of excellence, supplementing the Defense Technical Information Center (DTIC) services within DoD Directive (DoDD) 3200.12, DoD Scientific and Technical Information Program, 11 Feb 98.

The mission of the Cyber Security and Information Systems Information Analysis Center (CSIAC) is to perform the functions of a DoD IAC as described in DoDI 3200.14 in support of the vital technical areas delineated under paragraph 1.2 “Scope” below. IACs are operated by contractors from industry and academia. This CSIAC contract is a consolidation of three predecessor "legacy" contracts: the Data and Analysis Center for Software (DACS) contract, the Information Assurance Technology IAC (IATAC) contract and the Modeling & Simulation IAC (MSIAC) contract. As a result of this consolidation, all tasks and deliverables described herein shall be applicable to all three focus areas; the contractor is not expected or required to generate work products specific to each of the three legacy categories (for example, only one CSIAC newsletter and one CSIAC website is required).

Prior to 2010, IACs performed both “Basic Center of Operations” (BCO) services, as well as “technical area tasks” (TATs). The latter are task orders that encompass emerging government requirements and necessitate a rapid and authoritative response, integrating the expertise of subject matter experts. The level of research and analysis conducted for TATs are above and beyond that required by the Basic Center Operations services. The IAC Program Management Office (PMO) is now implementing a strategy to procure BCO services under separate contracts from the TAT services. The initial IAC contract limited to BCO services, DACS, was awarded in June, 2010 as a single-award, indefinite-delivery type contract. Its TAT counterparts, the multiple award, indefinite-delivery type contracts for Software Networks, Information, Modeling & Simulation were awarded to nine contractors in May, 2010.

The interdependence between “Core” services and TATs is defined in DoD guidance -- DoD Instruction 3200.14 establishes IACs to provide Core and additional tasks. The BCO establishes a knowledge base in areas of strategic importance. The intent of TATs is to leverage the knowledge base to increase efficiency and effectiveness. BCOs serve as the foundation for TATs. The requirement described herein is for BCO services.

1.2 Purpose and Scope.

The purpose of this performance work statement is to define the mission, background, period of performance, with outcome based objectives and define constraints applicable to the current and future environment. The scope of this contract encompasses BCO functions necessary to fulfill the mission and objectives applicable to the DoD RDT&E and Acquisition communities' needs in the areas listed below and fulfill the objectives of this contract. The contractor shall operate the BCO IAC for CSIAC. The list below is not all inclusive and may be expanded to include disciplines and subjects in related areas as new technologies emerge in the area of CSIAC. The IATAC and MSIAC contracts' periods of performance will end concurrent with the award of this contract after completion of a phase-out period for those contracts. Therefore all new Information Assurance and Modeling & Simulation BCO requirements will be procured under this contract starting at time of award (requirements will be phased in over a 90 day transition period). For DACS, the period of performance of that contract will run concurrently with CSIAC until the date arrives for the next option exercise for DACS (July 2012 or as modified). The next upcoming DACS option that comes due after CSIAC is awarded will not be exercised, and at that point all new Data Analysis requirements arising, that would have previously been procured under DACS will be acquired under this contract.

Representative examples of the STI functional subject areas covered under this PWS are described below:

Software Data & Analysis is defined as the process of inspecting, cleaning, transforming, and modeling data with the goal of highlighting useful information, suggesting conclusions, and supporting decision making. The scope, as it relates to the DoD RDT&E communities‘ needs, includes the entire field of software technologies and engineering specifically as related to information, documentation, databases, model and architecture repositories, analysis, training, testing, data synthesis, hardware, software, standards, economic consideration of selection of techniques and processes, and interoperability. The contractor shall have technical familiarity to work with the following STI subject areas:

Installation, demonstration, test, validation and evaluation of new and existing software, tools, methods and software measurement technologies; evaluations of the quality of existing software systems and recommending improvements; needs and risk analyses of software packages (developmental, non-developmental and commercial off the shelf (COTS) relative to mission requirements; development, updating, and evaluation of software engineering standards, specifications, handbooks, or manuals; supporting the revision and development of military standards and specifications; verification and validation of solution sets and protocols; assisting user organizations with all aspects of software acquisition; development of life cycle cost models; and customization of software analytical tools, models, decision aids, screening methods and techniques used to evaluate and support the authenticity and continuity of DoD, national, commercial, and international information systems.

Information Assurance (IA) is defined as the practice of managing risks related to the use, processing, storage, and transmission of information and the systems and processes used for those purposes. While focused dominantly on information in digital form, the full range of IA also encompasses analog and physical form. The scope is not limited to information security; it includes the entire field of IA (availability, identification and authentication, confidentiality, integrity, and non-repudiation) and includes the economic considerations with respect to selection of IA techniques, IA processes, and industry trends. It also includes Information Operations (IO), e.g. operational security of IT, the use of the electromagnetic spectrum for IT purposes and computer network operations. In a contested cyber environment, IA supports Mission Assurance (MA) measures required to accomplish mission essential objectives. IA support to MA entails prioritizing mission essential functions, mapping mission dependence on cyberspace, identifying cyber-related vulnerabilities, and mitigating risk of these vulnerabilities. The contractor shall have technical familiarity to work with the following STI subject areas:

Emerging technologies relating to the survivability, vulnerability, authenticity, and continuity of information systems; IA system modeling; attack detection and mitigation strategies, tools and technologies; supporting the development of indications and warning methodologies and technologies; developing an IA planning framework; documentation of existing IT tactical operational requirements and mission needs statements (examples are future weapons and Intelligence, Surveillance, and Reconnaissance (ISR) systems); trade-off analyses between COTS IA systems, performance, and potential vulnerabilities; and providing support for Red Team IA assessments.

Modeling and Simulation (M&S) is defined as the use of models, including emulators, prototypes, simulators, and stimulators, either statically or over time, to develop data as a basis for making managerial or technical decisions. The scope includes all classes of models and simulations, and may involve the interface of real-world systems (e.g., command and control systems, intelligence systems, weapon systems and components, sensors) with models or simulations, as well as working with model elements, standards and specifications, and modeling system descriptions, interfaces, and data communication methods. The contractor shall have technical familiarity to work with the following STI subject areas:

M&S subject matter expertise for supporting program reviews, strategic planning, exercise management, knowledge acquisition, and operations coordination and monitoring; providing support for DoD certification of compliance with High Level Architecture (HLA) for federates; evaluating and improving models and databases that support IA; the development and implementation of modeling and analysis tools for collaborative databases and data stores; applying M&S for evaluating the effectiveness of forces, systems, doctrines, tactics and plans in support of training, analysis and acquisition activities; evaluating M&S interoperability, reuse, capabilities and cost-effectiveness, particularly as fostered by the common technical framework; and supporting cross-domain coordination, configuration management, and military exercises and demonstrations.

Knowledge Management and Information Sharing. Knowledge management (KM) is defined as the analysis and technical support of practices used in an organization to identify, create, represent, distribute, conduct and enable the adoption and leveraging of good practices embedded in collaborative settings and, in particular, in organizational processes. Information Sharing (IS) is defined as data exchange, communication protocols and technological infrastructures. It includes standardization of information, as well as the human functions involved in the semantic, pragmatic and social levels of organizational semiotics. The two areas of KM and IS are intertwined as information sharing is the foundation for knowledge management. The contractor shall have technical familiarity to work with the following STI subject areas:

Expertise in working with comprehensive collections of empirical data on the development, operation, and maintenance of software systems; analysis of this data (data may be from new or existing sources) – this includes data analytics (data to decisions); supporting the development, delivery and/or evaluation of training (including classroom, computer-based-instruction, videotape, distance learning, and other forms of instruction); expertise in advanced collaborative analysis tools that allow for the integration of existing and in-process social networking and intelligence data exploitation tools; and supporting the evaluation, development and implementation of a wide variety of intelligence and collaboration systems including Global Net Centric Systems. This subject area could involve system engineering and integration, software engineering and software technology, R&D transition, and network and communication engineering, development and deployment.

DoD IAC PROGRAM LINKS

DoD IACs:

http://www.iac.dtic.mil

DoD IACs – IAC Mission:

http://iac.dtic.mil/iac_mission_goals.html DoD IACs – Overview:

http://iac.dtic.mil/iac_overview.html DoD IACs – PMO:

http://iac.dtic.mil/iac_pmo.html Way Ahead Considerations:

http://iac.dtic.mil/iacs_wayahead.html

DACS:

https://www.thedacs.com/ DACS Fact Sheet:

http://iac.dtic.mil/fact_sheets/dacs.pdf

IATAC:

http://iac.dtic.mil/iatac/ IATAC Fact Sheet:

http://iac.dtic.mil/fact_sheets/iatac.pdf

MSIAC:

http://www.dod-msiac.org/ MSIAC Fact Sheet:

http://iac.dtic.mil/fact_sheets/msiac.pdf

SNIM:

http://iac.dtic.mil/snim.html SNIM Contract Characteristics:

http://iac.dtic.mil/snim_chart.html DoD Directive 3200.12:

http://www.dtic.mil/whs/directives/corres/pdf/320012p.pdf DoD Instruction 3200.14:

http://www.dtic.mil/whs/directives/corres/pdf/320014p.pdf

ASD (R&E):

http://www.acq.osd.mil/asdre/

DTIC:

http://www.dtic.mil/dtic/

1.3 Contract Objectives/Contractor Responsibilities -- General

The purpose of this contract is to leverage the best expertise from industry, other Government agencies, and academia to solve the government’s toughest scientific and technical problems. The IAC shall serve as a ready tool for strategic, operational and tactical organizations within DoD and the broader community. The IAC shall build a community of subject matter experts (SMEs) and provide long-term STI corporate memory for the DoD and enable DoD to avoid the creation of duplicate holdings of STI, as well as duplicate analytical capabilities in various R&D support components. Principal objectives of this contract include:

Investing up-front resources for discovering and covering areas of strategic and tactical importance

Keeping abreast of current and emerging areas of DoD STI by collaborating with scientists and other SMEs around the globe including the Unified Combatant Commands, Defense research laboratories, U.S. Intelligence organizations, as well as engineers, physicists, biologists, medical professionals, and other experts from various government organizations (DHS, CDC, NASA), and private industry

Maintaining awareness, relevance, and value to emerging issues

Combating and enabling military strategic surprise by conducting trend analyses and capacity building

Enabling rapid response to existing and emerging threats through proactive knowledge development

Maintaining and expanding DoD’s Scientific and Technical Information (STI) repository

Developing IAC products / responses to technical inquiries

Developing and maintaining a subject matter expert (SME) network and building a community of experts and stakeholders across government, industry, and academia in all scope areas and yet-to-be identified subjects falling within the contract focus areas

Integrating knowledge bases and customer-funded work to provide increased value in a time of shrinking budgets and growing requirements

Providing tactical relevance by responding to an immediate need

Developing strategic capabilities by analyzing trends and recommending improvements to the acquisition community

Increasing the productivity of the DoD Research, Development, Test, and Evaluation (RDT&E) community, as well as other scientific and engineering groups

Facilitating the use of CSIAC STI;

Transferring CSIAC technology information within the U.S. Government and from the U.S. Government to authorized customers; and Promoting standardization within the field of CSIAC for example, by providing in-depth analysis, creating products, responding to technical inquiries, performing technology assessments, and supporting exchanges of information among Scientists, Engineers, and practitioners of various disciplines

Contractor Responsibilities – General.

The contractor shall operate the IAC in accordance with all directives, instructions, regulations, and military standards listed in Attachment 1. The services to be provided apply performance- based principles (FAR 37.6) to deliver research and development (R&D) and/or R&D related advisory and assistance services and all task orders will result in the creation of specific identified deliverables. The contractor is not authorized to perform personal services as defined at FAR 37.101, or inherently governmental functions as defined at FAR 7.5 at any time under this contract. This contract is an indefinite delivery/indefinite quantity type contract. All services, whether performed under the BCO contract line item (CLIN), Phase-In/Transition CLIN, Other than DTIC funded CLIN, or CAT CLIN, will be procured and funded through the issuance of task orders (TOs) with the exception of sales made directly by the IAC to customers (see paragraph 1.5.1.2.2.). It is anticipated that all the BCO core services will be procured a year at a time under one dedicated annual TO, with a period of performance of one year, however it is possible that the BCO core services will be procured for incremental periods of less than one year in a series of BCO TOs (for example four quarterly TOs or two semi-annual TOs). CATs will be up to one year period of performance (see section 1.6).

The IAC contractor shall undertake a variety of activities focusing on the collection (including identification and access), analysis, synthesizing/processing, and dissemination of STI. These four terms are further explained and elaborated upon below under paragraph 1.4, “Task Requirements”. The contractor’s activities shall cover all aspects of identified or potential military and national security-related applications of CSIAC technology. The contractor shall provide timely and authoritative information relative to key R&D concepts and acquisition functions, results and trends, applications and processes, assessments of CSIAC technology on military operations, and assessment of international R&D technology. Delivery of such information shall be undertaken in both a proactive as well as responsive manner. Attachment 2 provides estimates of historical workload for each of the primary types of services provided by the three legacy BCO contracts (IATAC, DACS and MSIAC) over the period April 2010 through March 2011.

Information collection, analysis, synthesis/processing, and dissemination efforts should facilitate use of existing STI, while reducing unnecessary duplication of research, information collection and analysis, and information dissemination efforts. The IAC contractor shall integrate output from CATs that it performs under this contract, as well as output from TATs performed under the TAT contracts, to re-use STI. The contractor shall collaborate extensively with the IAC multiple award contract/technical area task (aka MAC TAT) contractors who are conducting TAT analyses in the same or relevant IAC subject areas.

CSIAC shall accomplish the contract objectives through the development and maintenance of anticipatory marketing of IAC products and services to STI users in Government, industry, and academia, as well as decision and policy makers in the acquisition community. CSIAC shall identify and seek out opportunities to provide CSIAC STI to DoD components, other U.S. Government agencies and departments, their contractors, and other authorized recipients of CSIAC STI. The contractor shall capture the most significant Success Stories that it achieves in performing this PWS in the IAC Quarterly Success Stories Deliverable (CDRL A017).

The contractor’s expertise shall cover:

· Basic and applied RDT&E activities carried out by DoD components, other U.S. Government agencies and departments and their contractors, state and local governments, as well as international organizations in which the U.S. Government is a member or participant;

· Military and other related or similar operations conducted by DoD components and other U.S. Government agencies and departments or international organizations to which the United States belongs or foreign governments with which the United States has international agreements for military or related operations;

· Development of doctrine, tactics or plans by DoD components, other Government Agencies and Departments, their contractors, and foreign military organizations that the Department of Defense provides military assistance and sales;

· Basic and applied research carried out by industry, academia, and other institutions where the results of such research are expected to provide benefits to the U.S. Government in the future.

1.4 Task Requirements

1.4.1 Information Collection: The contractor shall monitor and extract CSIAC technology- related STI from worldwide engineering, technical, and scientific information, including documents, databases, and electronic, paper, and other media. The contractor shall ensure maximum use of the resources of other DoD IACS. Key processes in this area include employing technology and innovative techniques, utilizing personnel experienced in research analysis and synthesis, maintaining awareness through participation in conferences, symposia, workshops and engineering and scientific community coordination. The contractor shall review and evaluate STI for relevance and accuracy. Outputs consist of library collections, databases, the IAC website and evaluated STI.

The contractor is required to interface with the TAT contractors for their related IAC area and fully utilize TAT STI contributions. TAT contributions consist of gathering, evaluating and producing STI during performance of a TAT.

1.4.1.1 Sources: In order to perform work specified herein, the contractor shall utilize information resources of existing information and data transferred from the prior MSIAC, DACS and IATAC contractors' holdings; CSIAC technology information collected by the contractor’s staff; information furnished to the CSIAC by the U.S. Government and/or its contractors; and any additionally available (foreign or domestic) CSIAC information. The contractor shall obtain information from DoD staff elements, laboratories and agencies with competence in the fields of science and technology which this center addresses. The contractor shall search and extract information from resources and collections rather than trying to duplicate them.

Collection and use of unclassified, unclassified but limited distribution, and classified (foreign and domestic) information in the performance of this PWS is authorized as long as all security regulations and restrictions are adhered to.

1.4.1.2. Collection Activities. The contractor shall employ techniques and technology to monitor and extract STI and engineering data from current and historical sources across government, industry, and academia, utilizing a core staff of technical experts (i.e., scientists, engineers, information specialists, etc.), related to CSIAC. Additionally, in acquiring the source information, the contractor shall utilize personnel experienced in research, analysis and synthesis of technical literature and advanced STI management procedures for evaluation that will ensure the highest possible access and identification of emerging technology STI for the CSIAC user community's benefit.

The contractor shall maintain affiliations, associations, and specific involvement in and with the Defense research, development, testing and engineering community, to include other Federal Agencies, contractors, educational organizations, technical societies, State and local governments and foreign governments, sufficient to hold a well- established presence in that community. The contractor shall leverage these interactions to (1) support and promote exchanges of information among scientists, engineers, and practitioners, including awareness of historical and on-going research, (2) identify current and future technical information needs, including gaps in the knowledge base, and (3) provide a ready pool of reach-back subject matter experts to provide further technical information and analysis, related to the CSIAC subject areas. The contractor shall participate in professional/technical activities every year, sponsored by national and international CSIAC related organization and related societies and associations. The purpose of such participation shall be to identify both defense related as well as national CSIAC technology needs and priorities, to collect related information, to develop consensus on information assessment and evaluation techniques and to disseminate CSIAC information.

The contractor shall emphasize user service by anticipating and responding to customers’ needs. Anticipation of CSIAC user information needs shall result from continuing awareness and analysis of the social, political, and technical contexts influencing the course and direction of scientific, technical and operational disciplines or domains which define or influence the needs of the user community.

1.4.1.3. Conferences, Symposia, Workshops, and other Meetings (CDRL A002). In order to respond to Government requirements, IACs engage in the collection, synthesis and dissemination of information. The contractor shall provide technical input to support scientific, technical, and DoD-related CSIAC management conferences, symposia, workshops, and other meetings. These functions shall include providing technical coordination and information services required to support and host the meetings of the CSIAC Executive Steering Committee and Program Review which will occur at least once a year. Activities planned and accomplished under this task shall be captured under Contract Data Requirements List (CDRL) deliverables A007, A008, A009 and A017.

In preparation for the conferences, symposia, workshops, and other meetings, the contractor shall also prepare and disseminate acceptance/rejection letters to respective authors; and collect, edit, publish and distribute manuscripts, papers and proceedings. Use of conferences, symposia, and workshops and other information collection, analysis, and dissemination as part of basic CSIAC operations are authorized when approved in advance by the COR.

1.4.1.4. Media:

a. Review, analysis, and evaluation: The contractor shall review and evaluate CSIAC STI without limitation of information media, which includes paper, non-print electronic media, micrographic media including microfilm and microfiche, and other media, as proposed by the contractor. Information must be verified and validated that the STI is technically accurate, reliable and relevant.

b. Storage: The contractor shall store paper, microfiche, microfilm, and electronic media under conditions necessary and sufficient to ensure that information contained in the media shall remain accessible to the Government during the period of performance of this contract. All CSIAC holdings within the repository are unclassified and are in English or have been translated into English. The figures below provide a summary of the current holdings of the DACS, MSIAC and IATAC repositories and the estimated quantities of items in each category: Note the CSIAC contractor will receive paper records from the legacy IAC contractors to store – the estimated holdings are as indicated below.

Estimated Numbers

Square Footage

c. Internet/Website: CSIAC is a user of and contributor to the Internet/World Wide Web (WWW). The CSIAC contractor shall become familiar with and knowledgeable about multiple networks at various classification levels for use in collecting and disseminating information to the CSIAC user community. The contractor shall publish and disseminate information with multiple Internet tools and resources including Hypertext Markup Language (HTML), various search engines and tools, File Transfer Protocol (FTP), Extensive Markup Language (XML), and World Wide Web (WWW). The contractor shall develop/maintain an internet home page website for CSIAC within 60 days from award of contract with related collaboration areas for CSIAC groups, which shall at a minimum contain information about CSIAC, as well as content of interest to the CSIAC user community, to include: newsletters and publications, calendar of events, databases, other IAC products such as State of the Art Reports (SOARs), and Critical Reviews and Technology Assessments. The contractor shall maintain, update and provide continuing support for the Internet resources and tools in order to ensure reliable information for its user community. The CSIAC website shall be designed and maintained to maximize its useful and relevance to the CSIAC community. The website materials for the three legacy BCO contractors will be provided to the contractor as GFP during the contract phase-in/transition period. (CDRL A001).

1.4.2. Information Analysis. In anticipation of and in response to technical inquires and core analysis tasks, the contractor shall analyze STI to create and distribute STI products and offer STI technical advisory services. In providing analytical and technical support, the contractor will attempt to fill the gaps identified in the knowledge base by (1) creating the missing information through analysis of available STI, or (2) utilizing available STI to support applied and basic research programs. The contractor shall serve as a gateway to information resources and collections in the CSIAC field and shall search and extract information resources and collections. The contractor is required to interface with the TAT contractors for their related IAC area and fully utilize TAT STI contributions. TAT contractors contribute by conducting detailed analyses of STI and may identify new areas requiring a detailed knowledge base. Analysis outputs consist of reports, databases, handbooks, models, simulations, inquiry responses and new/improved tools and techniques.

The contractor shall provide cost-effective, timely and efficient analysis services that anticipate and respond in a timely manner to customer’s needs. “Timely” response is defined as meeting the time frame/due date specified by the user/requester, or if a date is not specified, 10 working days or less. The contractor shall provide analysis for responding to inquiries from CSIAC users, including scientific and technical program management committees as they perform review and oversight of R&D efforts. The contractor shall accomplish this by:

1. Extraction of data appropriate for analysis;

2. Review and analysis of information from defense sources resulting in new knowledge;

3. Manipulation of data and information for purposes analysis, storage and retrieval;

4. Maintenance of existing analytic tools and techniques; and

5. Development of new analytic tools and techniques.

1.4.3. Information Synthesis and Processing. The contractor shall be responsible for synthesizing and processing CSIAC information through the use of relevant existing worldwide current technology information, as well as data transferred from the three legacy BCO contracts (MSIAC, IATAC and DACS) and other historical data, and any additional worldwide current technology information that might be relevant. The contractor shall leverage an understanding of data in the context of operations, conduct trend analyses, and build on data to produce knowledge that improves operations. Key processes include maintenance of a library collection consisting of hardcopy, softcopy in various classifications (unclassified, FOUO, and Secret). The contractor shall ensure free use and access of data between all IAC and multiple award contractors in support of the IAC program. Outputs consist of libraries, an information support system, the SME database and uploads to the DTIC Database using a web services interface. The contractor is required to interface with the TAT Software, Networks, Information, Modeling & Simulation (SNIM) contractors for their related IAC area and fully utilize their TAT STI contributions.

The contractor shall maintain libraries of CSIAC technology related reports, studies and analyses that provide CSIAC technology resource material.

The CSIAC contractor shall maintain an electronic archive of all information displayed by CSIAC on its website. This archived information shall be returned to the Government at the completion of the contract or otherwise disposed/transferred as directed by the Contracting Officer.

1.4.3.1. DTIC Database (STI Repository)

1.4.3.1.1. The DTIC STI Database provides for total electronic collection and dissemination capabilities of STI within the IAC Program. The contractor will be provided with the web services interface to the DTIC Database for uploading STI.

1.4.3.1.2. In coordination with IAC Program Management Office (PMO), the contractor shall provide input into the DTIC Database, to include uploading documents and citation/metadata. IACs scan, PDF, OCR, index, and upload. The DTIC Database thus contains both metadata and full text searchable documents. There is one metadata record per document. The documents shall be digitized and input into the Database. Once documents are digitized and entered into the Database, the contractor is authorized to destroy the paper documents. Targeted documents are high demand documents, leveraged for technical inquires that are tied to DoD technology needs for today and the foreseeable future years. The contractor shall utilize this system to provide rapid collection and dissemination capabilities. Note for classified records, the transmission procedure requires the contractor to burn the data to a DVD which is then mailed to DTIC.

1.4.3.2. Subject Matter Expert (SME) Database: The contractor shall develop criteria for the establishment of a database of CSIAC SMEs within thirty (30) days of award. The contractor shall identify and solicit qualified persons who shall agree to serve as experts for technical assistance in instances where the required information is not available at the CSIAC, or the expert is known to have additional information, skill, or knowledge which can meet user inquires. The CSIAC shall acquire, develop, and provide a referral service for authorized users. The referral service shall allow users to gain access to other relevant sources of data not resident at the CSIAC. If it is determined by the contractor that the requested information is not available at the CSIAC, or that additional information is available at another location, the CSIAC shall provide contact information of the SME for the data, or may obtain the requested information from the SME for the customer. The CSIAC SME database shall be included in the CSIAC Information Support System (ISS) (CDRL A002).

1.4.3.3. CSIAC Information Support System (ISS): The contractor, within 60 days after award, shall design, develop, implement, and maintain an electronic management information support system to support day-to-day operations of the center. The ISS will be used to support daily administration, operations, and financial management and service quality assurance of the CSIAC. The ISS information will be made accessible via electronic means to the maximum practical extent to the PMO and Contracting Officer Representative (COR). (CDRL A002). The ISS shall include the following categories of information, however the contractor may supplement this with additional information that it deems would be appropriate and beneficial to the program:

a. CSIAC user names, addresses and user authorization level that will not be distributed, or made available, to any individual, organization, or company outside of the CSIAC without proper authorization from DTIC;

b. . CSIAC information products, sales histories, and reminders for follow-up efforts in anticipation of potential requirements for additional CSIAC services or products. The contractor shall track sales and revenue (receipts) of BCO products that are developed using DTIC funds under the basic core services task order in the ISS. Funds provided by DTIC (obligated under the basic core services task order) that are used by the contractor to cover its costs for developing such products that are sold to outside customers(e.g. customers other than CAT customers and other than DTIC) shall be accounted for separately by the contractor from other basic core services costs and captured in the Cost Tracking/Monthly Financial Report (CDRL A015). The contractor shall ensure that the amount of funds it allocates to the cost of developing these products does not exceed the revenue (receipts) earned from the sale of the products. See paragraph 1.5.– Service Charge System.

c. Individual user inquires and copies or summaries of responses provided including the chronology of CSIAC activity for each inquiry. For each technical inquiry, a brief summary of the information needed shall be entered into the ISS, along with demographic information identifying the name, address, telephone, facsimile, E-mail, and other addresses of the user, and the time and date by which the user needs the response;

d. Financial data for each Core Analysis Task;

e. A directory containing names and current addresses, telephone, E-mail, facsimile numbers and any other pertinent information for experts included in the CSIAC SME database;

f. Assessments, information, comments and customer feedback/suggestions regarding CSIAC inquiries, actions, cases, and their associated responses and products; and

g. Mailing lists of CSIAC users or potential users, used for dissemination of all information which may include products, newsletters and promotional materials.

1.4.3.4. CSIAC Libraries: The contractor shall conduct basic management functions as an integrated information access, discovery and dissemination activity. The CSIAC libraries shall provide a DoD CSIAC technology community-wide system for facilitating the reuse of CSIAC technology STI resources. The contractor shall continue, maintain and expand libraries or have various databases within each library, which shall focus on reports, studies and analyses that provide resource material for programs related to CSIAC. Any substantive change in the types of libraries maintained shall be made by the contractor only when properly authorized. Libraries maintained by CSIAC include:

a) Hardcopy Subscriptions

e) Briefing charts

b) Subject Matter Books

f) Access to On-line Services

c) Vendor Product Material (Hardcopies)

g) Policy Directives

d) Citation References

h) DoD Publications

A database within the Library shall contain the following items and other data as the contractor deems appropriate:

a) CSIAC Tool Library

d) CSIAC Centralized Document Repository

b) INFOSEC Library

e) Product Vulnerability Information

c) Vendor Product Information Library

Information contained in each library or database may contain information at different levels of classification up to SECRET, therefore it is expected that they may reside in separate libraries.

1.4.4. Information Dissemination. The contractor shall be responsible for dissemination of CSIAC STI. Qualified contractor staff may also provide technical advice. The contractor shall draw on library holdings and other databases, compile and disseminate newsletters, journals and articles, prepare briefings and conference presentations, and develop educational materials and provide training programs. With respect to training, briefings and presentations, the contractor is responsible for sponsoring, planning agendas for, and speaking and/or providing training at major technical conferences, meetings, symposia, or workshops. The contractor shall make optimum use of computer technology to store, sort, select, package, and disseminate data and information

CSIAC technical advisory services complement and supplement the holdings and referral information provided to users by DTIC, other Government libraries, DoD laboratories, DoD contractor research, development, test, engineering, and evaluation activities, and other information resources. The contractor responsible for operation of CSIAC may provide information products and services to other U.S. Government organizations, their contractors, and other approved, authorized users within available physical, information, and financial resources in accordance all applicable DoD Regulations, Directives, Instructions, and Policies with respect to the dissemination of STI. The contractor’s information outputs may take the form of standards, technology benchmarks, handbooks and data sets; lists of technical experts; critical reviews, alternative technology analyses; technology assessments; state-of-the-art reports; analytical tools and techniques; and other specialized STI products (CDRLs A005, A010, A014).

The contractor shall disseminate CSIAC STI to users and potential users in paper, electronic, and other media. The CSIAC list serve is approximately 17,500 for hardcopy and 53,400 electronic dissemination based on data available as of May, 2011. The contractor is required to interface with the TAT contractors for their related IAC area and fully utilize TAT STI contributions. TAT contractor contributions include preparing Weekly Activity Reports for the IAC PMO, highlighting key achievements of TATS, and may include contribution of articles and other summaries of successes to highlight TAT work in IAC publications.

With respect to models, model metadata can only be entered into the DoD MSIS Database by subscribed users to the DOD MSIS who qualified by the user registration process. MSIS does not select model metadata; it is submitted by registered users and reviewed by the MSIS registrar and MSIAC M&S subject matter experts. Last 5 years metadata models are: 2006: 9 2007: 11 2008: 12 2009: 6 = TOTALS: 38 registered in the last five years

1.4.4.1. Response to Technical (User) Inquiries. A primary method for meeting CSIAC mission objectives is the preparation and dissemination of responses to technical inquires or anticipated technical inquiries from CSIAC users. Technical inquires, including requests for referral to experts, will be prepared in writing and disseminated via electronic, paper or other media as per users' needs. As a national resource of information relevant to CSIAC technologies, CSIAC will provide information in a timely response to user inquiries. “Timely” response is defined as meeting the time frame/due date specified by the user/requester, or if a date is not specified, 10 working days or less. In those circumstances where the user’s/requester’s request is urgent and/or the need for information is acute, e.g. national, local or military emergency, response time is defined as meeting/complying with the time frame/due date specified by the requester/user. See Appendix 5.2 for the Historical Workload Estimate that shows the number of Technical User Inquiries received from April 2010 through March 2011.

The contractor shall respond to all inquiries within the IACs technical area and provide such data, information, methodology, models or analyses that are necessary to fulfill the request. In answering user inquiries, the contractor shall analyze all available relevant information and shall furnish to the user an information product or service.

Any references contained in the PWS to providing any information, services, STI, etc. to the user at no cost are to be interpreted as DTIC will not charge the user. When references are made to a cost recovery basis the references are to costs that are recoverable between the users, such as Government agencies and/or the military department, and DTIC. The contractor shall be reimbursed in accordance with the contract clauses governing reimbursement and payment.

Copies of all responses to technical inquiries including messages, facsimile, Email, letter, or extracts of information shall be preserved and file copies retained. A record of each inquiry, a summary of the response provided, and the disposition and storage location of original or copies of inquiries and responses shall be recorded in the ISS database. A listing of inquiries will be compiled by the contractor on a monthly basis and shall be made available to the SNIM prime contractors and IAC PMO to include the question posed and the user’s top level organization. Further information could be made available to other IACs upon approval of release of the information by the CSIAC COR.

The contractor shall maintain a record of all inquiries received and actions taken (on the ISS), sufficient in detail to document and report usage of the IAC, to describe services rendered to DoD and other IAC users, and the customers feedback as to the result, savings, etc. from the receipt of the STI, to support justification of the continuing need for IAC user services.

Preparation of responses to user inquiries which do not require more than four (4) technical hours shall be provided at no cost to the user. These inquiries are considered Basic Inquiries. Basic inquiries are requests for information that can be fulfilled by a simple look-up in a data book, database or other reference work. Technical hours are all hours other than for administrative and/or clerical types of labor.

Preparation of responses which require more than four (4) technical hours, or related, repeated responses to individual users which in aggregate require more than four (4) technical hours, shall be provided on a cost recovery basis. Preparation of responses to user inquiries for which costs shall be recovered by user fees fall into two categories: Extended User Inquiries and Search and Summary. (See 1.6.2 – Extended User Inquiries)

1.4.4.2. Current Awareness Program.

1.4.4.2.1. CSIAC Service Promotion. The contractor shall develop and implement an active promotional plan to ensure that CSIAC users and potential users are aware of the CSIAC products and services and the benefits to be realized through use of the CSIAC, other IACs, and IAC TAT Multiple Award Contracts. The contractor shall prepare and disseminate descriptive information outlining CSIAC products and services. Such descriptive information shall include sufficient information to allow prospective users to determine if they are eligible to obtain services from CSIAC, the cost for such services, and how users should go about obtaining such services. The contractor shall also prepare and disseminate an information product which describes CSIAC and its general method of operation, provides an unclassified summary of available data, outlines the methodologies used to assess data, and describes actual past or potential future applications of such information to problems related to CSIAC technology topics. CSIAC program development shall include, as a minimum: preparation of information brochures; static and dynamic displays of CSIAC information products and services for use in professional, trade and Government scientific, technical and management meetings; informational briefings presented to potential customers at conferences, meetings, or in their facilities via audio/video production, live presentation and other media; and use of advertising in appropriate scientific and technical publications. All advertisements and/or promotional materials shall be properly authorized by the COR prior to release. All program development and promotional materials including brochures, reports, electronic files, etc. shall be submitted to the COR for review and approval prior to release. Unless properly authorized by the COR, any listing containing the names and addresses of current or potential CSIAC users shall not be made available in paper or electronic form for any purpose. The CSIAC mailing list shall only be used for purposes related to program development, promotion, or general distribution of CSIAC information. The contractor may supplement work in this area with other program development documentation it deems appropriate and beneficial for the program. (CDRL A003)

1.4.4.2.2. Newsletter. The contractor shall initiate and maintain a newsletter service which shall entail preparation and issuance of quarterly current awareness products which consist of approximately 17,500 hardcopy and 53,400 electronic copies, based on data as of May, 2011.