Solicitation Amendment 0001.pdf

SEE ADDENDUM

(No Collect Calls)

N3220525R4034 21-Jan-2025

b. TELEPHONE NUMBER

757-443-5901

8. OFFER DUE DATE/LOCAL TIME

01:00 PM 24 Feb 2025

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

N322059. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

KEELEY CROSBY

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

1 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

MILITARY SEALIFT COMMAND NORFOLK

471 EAST C STREET, BLDG SP-64 NAVAL STATION N

NORFOLK VA 23511

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

X 8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$24,500,000

NAICS:

541611

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF67

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

N3220525R4034

Section SF 1449 - CONTINUATION SHEET

PWS

PART 1

GENERAL INFORMATION

1. General: This is a non-personal services contract to provide a wide range of Financial Management Support services to Military Sealift Command’s (MSC) Comptroller Directorate (N8). The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, direct supervision, and other items and non-personal services necessary to perform the required N8 support services, as defined in this PWS. The Contractor shall perform to the standards in this contract.

1.2 Background: The mission of MSC is to provide sealift for strategic mobility support of national defense objectives. Specifically, MSC provides cargo and petroleum, oil, lubricants, transportation, fleet auxiliaries, and special mission ships in support of fleet and combatant commander requirements, in addition to preparing for and providing strategic sealift during mobilization. MSC discharges its mission through the employment of sealift forces consisting of Government owned ships, augmented by Contractor-operated and Government-operated ships and commercial services. MSC is a Working Capital Fund (WCF) organization. MSC’s mission supports the United States Transportation Command (USTRANSCOM) and the Chief of Naval Operations. MSC's mission is to support our nation by delivering supplies and conducting specialized missions across the world's oceans. MSC is organized into seven mission areas representing its primary operations.

1.3 Objectives: The objective of this contract is to obtain financial management support services for MSC’s N8 Directorate. Services provided under this PWS will include assisting the Command in the following areas:

• Providing data collection, financial analysis and financial reporting support. This function includes, but is not limited to:

o Collecting, recording, interpreting, maintaining and presenting data related to U.S. Navy and USTRANSCOM mission areas, activities and requirements.

o Preparing analysis and developing deliverables per Technical Exhibit 1 and related sub-paragraphs, bearing in mind the foregoing organizational structure and the need for reporting to support both aggregated e.g., command level, fund level (Navy / USTRANSCOM) reporting, as well as disaggregated, e.g., vessel, program and N-code objectives.

• Delivering technical recommendations and providing migration and sustainment support associated with MSC’s implementation of the Department of the Navy Enterprise Resource Planning (NERP) system.

• Providing Office of Management and Budget Circular A-123 (OMB A-123) Program Development and Sustainment support.

• Providing advice and coordinating the execution of special projects related to financial research, data collection and analysis.

• Providing for the operations of the Military Sealift Command NERP Enterprise Business Office (MEBO) and all its related supporting functions

1.4 Period of Performance: The period of performance (PoP) shall be for one (1) Base Year of 12 months*, four (4) 12-month option years**, and the ability to extend the contract by six (6) months, if needed, in accordance with FAR 52.217-8, Option to Extend Services. The Period of Performance is as follows:

Base Period – Services listed in 4.1, 4.2, & 4.3 of the PWS

28 April 2025 – 27 April 2026

Base Period – Services listed in 4.4 & 4.5 of the

PWS

27 June 2025 – 27 April 2026

Option Year 1 28 April 2026 – 27 April 2027 Option Year 2 28 April 2027 – 27 April 2028 Option Year 3 28 April 2028 – 27 April 2029 Option Year 4 28 April 2029 – 27 April 2030 FAR 52.217-8 28 April 2030 – 27 October 2030

*The Base Year will run for 12 consecutive months. The PoP for the services described in sections 4.1, 4.2, and 4.3 of this document will be 28 April 2025 through 27 April 2026. The services described in sections 4.4 and 4.5 of this PWS are currently being performed under another contract. Because of this, the work detailed in those sections will not begin under this contract until 27 June 2025.

**All option years will run for 12 consecutive months, and they will contain all services described in sections 4.1 through 4.5.

1.4.1 Anticipated Knowledge Transfer: It is anticipated that transferred knowledge will enable the reduction of support efforts on the part of the contractor starting during the third year of the contract (should option periods be exercised) with the exception of those tasks identified in paragraph 4.4 (MEBO) which will continue at full effort throughout the period of performance. Details on these anticipated reductions in services can be found at section 4.6 Knowledge Transfer.

1.5 General Information

1.5.1 Quality Assurance (QA): The Government shall monitor and evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s). The QASP was established using the Performance Requirements Summary (PRS) plan in this PWS; this was developed by the Government and can be found at Technical Exhibit (TE) 1.

1.5.1.1 The resultant contract will be performance based in accordance with Federal Acquisition Regulation (FAR)

37.6 and requires submission of deliverables, TE 2 applies. The deliverables will be reviewed by the Contracting Officer’s Representative (COR) for adherence to the PWS. The Contractor will be responsible for correcting any performance deficiencies and any errors or omissions will be corrected without a contractual change in price.

1.5.1.2 Upon completion of each year of this contract, the COR will complete a Contractor evaluation in the Contractor Performance Assessment Reports System (CPARS).

1.5.2 Recognized Holidays: The Contractor is generally not required to perform services on federally recognized holidays, as defined on the Office of Personnel Management (OPM) website, except in extenuating circumstances.

These circumstances will be at the operation direction of DoD/Department of the Navy (DON)/MSC and will be coordinated by the COR.

1.5.3 Hours of Operation: The Contractor is responsible for conducting business, between the hours of 0800 and 1600 (local/eastern), Monday thru Friday. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.5.4 Place of Performance: The work to be performed under this contract will primarily be performed at the Contractor’s facility. In order to facilitate coordinated efforts, the Program Manager will be required to attend meetings at MSC facilities in Norfolk VA quarterly. When required, the Government will provide suitable facilities to accomplish required efforts.

1.5.5 Type of Contract: The Government will award a Firm-Fixed-Price, C-type contract for this work.

1.5.6 Security Requirements:

1.5.6.1 Personnel Security Requirements: Any personnel required to access and/or handle CUI necessary to carry out their duties and responsibilities, must obtain and maintain minimum required investigation (T1) throughout the duration of the contract. The Contractor shall inform the COR and KO if, at any time, one of the employees’ eligibility has been revoked.

1.5.6.2 Visit Authorization: The Contractor shall provide a Visit Authorization Letter (VAL) to the COR annually.

This shall contain an updated list of all personnel who are designated to have some access to the installation and/or handle Controlled Unclassified Information (CUI). If there are any changes to the VAL, notify Command Security Manger and COR within seven (7) working days.

1.5.6.3 Base Access: Contractor personnel will require access to base and are responsible for correctly submitting forms/applications. The Contractor is encouraged to monitor email using “Request a Read Receipt”. The MSC email for assistance with visit notification requirements and procedures is MSC_DISTRO_N021@us.navy.mil (N021).

Due to enhanced security measures, the following permissions are required to access base:

Secretary of Navy (SECNAV) 5512/1 form Base/Repair Facility Access Request Vehicle Access Request

Ship Access Lists Commander, Navy Region Mid-Atlantic (CNRMA) Base Access/Pass & ID

EPIC and one day pass request forms are available for download on the MSC contracts’ webpage at:

https://www.msc.usff.navy.mil/Business-Opportunities/Contracts/. Go to “Online Library of Common Documents” for forms.

1.5.6.4 Vehicle Access: Required for vehicle access to Navy installations. Follow supplemental instructions on base access forms or base-specific vehicle access forms. CNRMA Base Access/Pass & ID: Go to the following website:

https://www.cnic.navy.mil/regions/cnrma/om/Contractor_verification_system.html See list of various items needed for base access.

1.5.6.5 Physical Security: The Contractor shall be responsible for safeguarding all Controlled Unclassified Information (CUI) obtained by the Contractor and its personnel to the same standards in place for the Government.

1.5.6.5.1 Information Security (InfoSec) Requirements: The Contractor shall handle CUI (to include Privacy Act and Personally Identifiable Information (PII), shall comply with DoD Manual 5200.01 Vol I – III (DoD Information Security Program), SECNAVINST 5510.36 (SECNAV Information Security Program), and DoD 5240.06 (Counterintelligence Awareness and Reporting – CIAR). The Contractor shall implement InfoSec measures for its contractor furnished unclassified information technology system(s) used in performance of this contract. InfoSec measures shall be compliant with Defense Federal Acquisition Regulation Supplemental (DFARS) 252.204-7012, Safeguarding Covered Defense Information and Cyber Incident Reporting. At a minimum, the security standards extracted from the referenced National Institute of Standards and Technology (NIST) Special Publication 800-171, Protecting CUI in Nonfederal Information Systems and Organizations or accepted equivalents, shall be incorporated into any InfoSec program the contractor establishes.

1.5.7 Post-Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart

42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings, the Contracting Officer (KO) will apprise the Contractor any performance issues and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

Post-Award Conference will take place not later than 30 calendar days after award.

Scheduling of the Post-Award Conference will be completed not more than ten working days after award.

Periodic Progress Meetings will be conducted on a monthly basis before the sixth working day of the calendar month. The Contractor shall go over the Monthly Status Report during this meeting

(CDRL 1).

Meeting may be conducted via MSTeams if deemed appropriate at the time by the COR and Contractor.

1.5.8 Contracting Officer Representative (COR): The COR will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: ensure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements;

monitor Contractor's performance and notify both the Contracting Officer and Contractor of any deficiencies; and provide site entry for Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes price or changes in periods of performance. The COR is not authorized to change any of the terms and conditions of the resulting contract.

1.5.9 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.5.10 Data Rights: In accordance with DFARS 252.227-7013, Rights in Technical Data—Other Than Commercial Products and Commercial Services, the term “technical data” is defined to mean recorded information, regardless of the form or method of the recording, of a scientific or technical nature (including computer software documentation). The term does not include computer software or data financial, administrative, cost or pricing, or management information, or information incidental to contract administration.

All technical data delivered to the Government under this contract is required to be either (1) developed exclusively with government funds or (2) developed with mixed funding, unless the contracting officer agrees in writing to waive this requirement on a case-by-case basis. Per DFARS 252.227-7013, the Government shall have (1) unlimited rights to technical data which is developed exclusively with government funds and (2) Government Purpose Rights to technical data which is developed with mixed funding. “Unlimited rights” means rights to use, modify, reproduce, perform, display, release, or disclose technical data in whole or in part, in any manner, and for any purpose whatsoever, and to have or authorize others to do so. “Government purpose rights” means the rights to—

(1) Use, modify, reproduce, release, perform, display, or disclose technical data within the Government without restriction; and (2) Release or disclose technical data outside the Government and authorize persons to whom release or disclosure has been made to use, modify, reproduce, release, perform, display, or disclose that data for United States Government purposes.

For all financial, management, and administrative data that is required to be delivered under this contract, the contractor shall grant the Government, and others acting on its behalf, a paid-up, non-exclusive, irrevocable, world-wide license to reproduce, prepare derivative works from, and publicly display such data, and to authorize others to do so for government purposes. “Government purpose” means any activity in which the United States Government is a party, including cooperative agreements with international or multi-national defense organizations, or sales or transfers by the United States Government to foreign governments or international organizations. Government purposes include competitive procurement, but do not include the rights to use, modify, reproduce, release, perform, display, or disclose technical data for commercial purposes or authorize others to do so.

1.5.11 Organizational Conflicts of Interest The Contractor shall notify the KO immediately if it is aware of any actual or potential Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall promptly submit a plan to the KO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the KO and in the event the KO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the KO may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.5.12 Personnel Qualifications: The following personnel are considered key personnel by the Government. The Contractor shall have all key personnel onboard not later than the first day (day one (1)) of the period of performance. Any Changes to the key personnel listed below must meet the requirements of the paragraphs below.

The Government may also request a resume of any key personnel at any time during the performance of this contract. Upon that request, the Contractor shall provide any requested name(s) and resume(s) to the Government.

1.5.12.1 Business Analyst: The candidate must have a Bachelor’s degree. Must have at least three (3) years of documented business analyst experience. Must have documented experience with the Department of Defense Financial Management Regulation (DoD FMR) or comparable regulation. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.2 Data Manager: The candidate must have a Bachelor’s degree in Data Sciences from an accredited college/university and five (5) or more years of professional experience as a Data Manager. A Bachelor’s degree is not required if the candidate has had seven (7) or more years of professional experience as a data manager. It is preferred that the candidate have experience working with the Digital Accountability and Transparency Act (DATA) of 2014 and the Office of the Undersecretary of Defense, Comptroller (OUSD[C]) Advanced Analytics (Advana) Tool. Must have measurable experience analyzing and evaluating data. It is preferred that the candidate have experience working with Department of Defense (DoD) polices and directives.

1.5.12.3 Program Manager: The candidate must have a Bachelor’s degree from an accredited college/university and five (5) or more years of professional experience as a program manager. A Bachelor’s degree is not required if the candidate has had seven (7) or more years of professional experience as a program manager. Must have measurable experience analyzing and preparing documentation. Must have documented commercial or military management experience supervising finance related work.

1.5.12.4 Senior Accountant: Candidate must possess a Bachelor’s degree and a current professional license as a Certified Public Accountant (CPA). Must have at least seven (7) years of accounting experience. It is preferred that the candidate have documented work experience with the following:

Federal Accounting Standards Advisory Board (FASAB) o Statements of Federal Financial Accounting Concepts (SFFAC) o Statements of Federal Financial Accounting Standards (SFFAS)

Financial Accounting Standards Board’s (FASB) Generally Accepted Accounting Principles (GAAP)

Department of Defense Financial Management Regulation (DoD FMR) Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.5 Staff Accountant: At least one Candidate must possess a current professional license as a Certified Public Accountant (CPA). All remaining Candidates must possess any of the following: a current professional license as a Certified Public Accountant, a Certified Internal Auditor (CIA), a Certified Government Financial Manager (CGFM), or Certified Defense Financial Manager (CDFM). Must have at least five (5) years of accounting experience. It is preferred that the candidate have documented work experience with the following:

Federal Accounting Standards Advisory Board (FASAB) o Statements of Federal Financial Accounting Concepts (SFFAC) o Statements of Federal Financial Accounting Standards (SFFAS)

Financial Accounting Standards Board’s (FASB) Generally Accepted Accounting Principles (GAAP)

Department of Defense Financial Management Regulation (DoD FMR)

1.5.12.6 Technical Assistant Ⅰ: Candidate must have a Bachelor’s degree. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.7 Technical Assistant ⅠⅠⅠ: Candidate must have a Bachelor’s degree. Must have at least five (5) years of professional work experience. Must have measurable experience with the Department of Defense Financial Management Regulation (DoD FMR) or comparable regulation. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.8 Senior SAP Subject Matter Expert: The candidate must have a Bachelor’s degree from an accredited college/university and five (5) or more years of relevant experience with Navy ERP or Systems Applications Business Objects Tools. Five (5) or more years of relevant experience with another DoD components ERP or Systems Applications Business Objects Tools or commercial equivalent experience is also acceptable in lieu of Navy ERP or Systems Applications Business Objects Tools experience. A Bachelor’s degree is not required if the candidate has had seven (7) or more years of the above described experience. Must have documented costumer service experience. Must have measurable experience in data analysis and management. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.9 Mid-level SAP Subject Matter Expert: The candidate must have a Bachelor’s degree from an accredited college/university and four (4) or more years of relevant experience with Navy ERP or Systems Applications and Products (SAP) in the appropriate modules such as Finance, Funds Management, Sales Distribution, Controlling, Project Systems, Materials Management, Inventory/Warehouse Management, or Workforce Management. Four (4) or more years of relevant experience with another DoD components ERP or SAP in the appropriate modules, or commercial equivalent experience, is also acceptable in lieu of Navy ERP or SAP experience. A Bachelor’s degree is not required if the candidate has had six (6) or more years of the described experience with Navy ERP or SAP in the described modules. Candidate must have documented customer service experience, preferably with experience in the National Help Desk Service Manager (NHDSM) or a similar system. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.12.10 Entry-Level SAP Subject Matter Expert: The candidate must have an associate’s degree and two (2) years of relevant experience with IT systems or relevant business operations. Experience in ERP systems or other forms of General Ledger Accounting Systems (GLAS) are considered relevant. An Associate’s Degree is not required if the candidate has four (4) years of the described relevant experience with IT systems or relevant business operations.

Candidate must have documented customer service experience, preferably with experience in the National Help Desk Service Manager (NHDSM) or a similar system. Must demonstrate strong written and verbal communication skills. Must be proficient with Microsoft Applications (word, Excel, PowerPoint).

1.5.13 Phase-out Period:

1.5.13.1 The Contractor shall maintain full compliance during the period of time leading up to award expiration or termination. The Contractor shall submit to the COR a Phase-Out Plan sixty (60) calendar days before the period of performance completion or termination. The Phase-Out Plan shall address no less than the following:

Procedures for retaining the staffing levels necessary to maintain required services through the day of expiration or termination.

Procedures for transfer of all technical data to the Government

Contractor shall provide on-the-job training for the incoming Contractor personnel. This includes side-by-side operational procedures.

1.5.13.2 The Contractor shall coordinate its phase-out activities with the incoming Contractor to produce a smooth transition at the end of the award period.

1.5.14 Contractor Mandatory Training Requirements: The Government may require contractors to participate in certain mandatory training requirements. The COR will notify the contractor of mandatory training as requirements arise during the period of performance. It is the responsibility of the contractor to ensure these training requirements are met and properly reported to the COR. Mandatory trainings can be completed online and may include, but are not limited to:

Antiterrorism Training Combating Trafficking in Persons Counterintelligence Awareness IA Training Operations Security (OPSEC) Physical Security Privacy Act and Personally Identifiable Information (PII)

PART 2

DEFINITIONS & ACRONYMS

2. Definitions and Acronyms:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS.

2.1.7. PERFORMANCE REQUIREMENT SUMMARY: The contract requirements that are considered critical to acceptable performance. Each performance requirement has a minimum acceptable standard and may also have a range from which the Contractor’s performance may deviate.

2.1.8. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.9. QUALITY ASSURANCE. The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.10. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.11. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.12. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.1.13. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.14. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS

ACOR Alternate Contracting Officer's Representative CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf CUEC Complimentary User Entity Controls DN Department of the Navy DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DDRS Defense Departmental Reporting System DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation FISCAM Federal Information Systems Controls Audit Manual FMR DoD Financial Management Regulations (DoD 7000.14-R) HIPAA Health Insurance Portability and Accountability Act of 1996 KO Contracting Officer

MEBO MSC ERP Business Office NERP Navy Enterprise Resource Planning OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs OM&S Operations, Materials and Supplies PIPO Phase In/Phase Out POC Point of Contact PP&E Property Plant and Equipment PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit USSGL United States Standard General Ledger

PART 3

GOVERNMENT SYSTEMS ACCESS

3.1. Systems: The Government will provide access to the required Government systems in order for the Contractor to perform the required services. This includes, but is not limited to:

NERP

Navy Data Platform (NDP) Advana/Jupiter Defense Department Reporting System (DDRS) Hyperion Configuration Management and Logistics System (CMLS) Human Resources Management System (HRMS)

3.2. The Government will provide the necessary Navy Marine Corps Internet (NMCI) computers or Nautilus Virtual Desktop applications (as applicable) access in order to allow Contractors access to required systems and data.

PART 4

SPECIFIC TASKS

4. Specific Tasks

4.1 Financial Analysis and Reporting Tasks (CDRL 2)

4.1.1 The Contractor shall perform collection, analysis and presentation of financial data originating in NERP. The COR will ensure Contractor analysts are registered for the appropriate security badges and have access to NERP.

The Contractors may also be required to manage, analyze and extract (or import) data residing outside of NERP for compilation, analysis and reporting. Other data repositories may include, but are not limited to, the Navy Data Platform (NDP), Advana, and Jupiter. The type of financial data to be manipulated involves, but is not limited to, data regarding WCF financial operations, such as commitments, obligations, expenditures, disbursements, unfilled customer orders, accounts payable, accounts receivable, cash, net operating results (NOR), accumulated operating results (AOR), and associated variances between budgets and plans.

4.1.1.1 Data Collection – Develop processes, procedures and tools to gather, maintain, and provide monthly and cumulative tracking of all financial data associated with Navy and USTRANSCOM fund, both at the command and fund level (Navy / USTRANSCOM) as well as at lower indenture levels including, but not limited to, vessel, program, DSM, N-codes, DMO, TFM, etc. In all cases data collection should be structured in such a manner to allow for aggregated reporting (“roll up”) and disaggregated reporting (“drill down”).

4.1.1.2 Data Analysis – Conduct financial analyses of raw data collected by applying analytical methods from the field of finance to determine the efficacy of financial operations and the variance to plan at various indenture levels across the command. The Contractor shall perform trend analysis to evaluate changes in performance over time and make recommendations on how to improve financial performance.

4.1.1.3 Data Presentation – Package relevant financial data analysis into an easily understood presentation format, approved by the COR. At times, presentation format may be provided by MSC.

4.1.1.4 Data Tracking – Proactively review, reconcile, and provide process improvement recommendations for data tracking and manipulation and current issues relating to both external and internal sources of financial data.

4.1.1.5 Desk Guide Development – Capture, codify, and publish standard operating procedures for common financial transactional tasks for use by MSC personnel.(CDRL 4)

4.2 NERP Sustainment, Migration and Implementation Tasks (CDRL 5)

4.2.1 The Contractor shall provide technical, Subject Matter Expert (SME) support regarding NERP implementation and sustainment efforts. The Contractor shall provide NERP SME technical advice and recommendations to support decision making in the NERP functionalities of: project management, sales and distribution, workforce management, cost controlling, financial accounting, funds management, asset accounting, travel, and inventory management.

4.2.1.1 Technical advice and recommendations – The Contractor shall attend meetings regarding proposed NERP implementation or sustainment requirements associated with MSC’s use of NERP. Meeting attendees may include, but are not limited to, DON personnel from Program Executive Office – Enterprise Information Systems (PEO-EIS);

Assistant Secretary of the Navy (Financial Management & Comptroller); Commander, Naval Supply Systems Command (COMNAVSUPSYSCOM); Commander, Naval Sea Systems Command (COMNAVSEASYSCOM);

Commander, Naval Air Systems Command (COMNAVAIRSYSCOM); Commander, Naval Facilities Expeditionary Warfare Command (COMNAVFAC EXWC), and U.S. Naval Research Laboratory (NRL). The Contractor shall provide timely advice, analysis and recommendations regarding prospective MSC decisions affecting MSC’s implementation and sustainment objectives. (CDRL 5)

4.2.1.2 Integration of business processes in NERP – The Contractor will make recommendations to support integration of financial business processes to best leverage NERP. Contractor recommendations will support MSC efforts to integrate budget formulation, budget execution, labor management, cost allocation and modeling, financial reporting and monthly, quarterly, and yearly close outs/startups. (CDRL 11)

4.2.1.3 NERP training and change management – The Contractor shall assist in delivery of training on NERP functional areas as needed to support management of MSC’s transactional work flow and to accelerate system adoption by MSC users.

4.2.1.4 Business intelligence (BI) support – The Contractor shall support MSC business intelligence objectives by assisting in BI governance, facilitating efforts to leverage financial data warehouse environments, providing BI technical support, managing data archiving efforts, and developing documentation to support ongoing BI efforts.

4.2.1.5 Program office support to MSC ERP Business Office (MEBO) – The Contractor shall assist MEBO personnel in the areas of operations and business process support including but not limited to ticket escalation, testing, user management, requirements definition, high level design, data quality, validation, release management, reporting and issue resolution across all resident NERP modules including Asset Management (AM), Business Information Warehouse (BW), Controlling (CO), Financial Accounting (FI), Funds Management (FM), Material Management (MM), Project Systems (PS), Workforce Management (WFM), Sales and Distribution (SD) and User Management (UM). This range of support envisioned can be characterized as “Tier 2” level business office support.

4.3 OMB A-123 Tasks and Support (CDRL 6)

4.3.1 OMB A-123 Sustainment – The Contractor shall assist MSC in the development or revision and implementation of any emergent required changes to relevant business processes. Primary focus areas include, but are not limited to; Funds Balance with Treasury, Budget to Report, Procure to Pay and Financial Statement Compilation and Reconciliation.

4.3.1.1 Provide support for identification and testing of key internal control activities, evaluation of controls and development, documentation and implementation of emergent corrective actions when necessary. It is anticipated that there will be approximately ten rounds of controls testing.

4.3.1.2 Review/revise existing business process documentation including Business Process Flowcharts, Business Process Memoranda and Standard Operating Procedures (SOP). Develop additional OMB A-123 related business process documentation as needed. Assist MSC in the implementation of any emergent required changes to business processes. Assist MSC in the development of and/or revision to SOPs for assertion related financial business processes. (CDRL 4)

4.3.1.3 Assist with the development, implementation and re-testing of emergent corrective actions as part of sustainment.

4.3.2 Reconciliation – Assist MSC in developing routine financial reconciliation processes to be executed by MSC Civilian workforce. (CDRL 7)

• Budgetary – Proprietary (Treasury Tie Point) reconciliation

• Reconciliations of all material United States Standard General Ledger (USSGL) accounts)

• Audit schedules supporting annual financial statement line items to include Balance Sheet, Statement of Budgetary Resources and Statements of Net Costs

• Reconciliations of all NERP Sub-ledgers to the General Ledger

• Reconciliation of Manual Journal Vouchers (JVs) for reimbursable program(s) accrued revenue

• Assist MSC in developing system-generated, automated support for monthly, quarterly and annual manual JVs for the accrual of reimbursable revenues.

4.3.3 Balance Sheet – OMB A-123 processes and procedures relating to Operating Materials and Supplies (OM&S) Inventories and Property, Plant and Equipment (PP&E) balance sheet line items. (CDRL 8)

4.3.3.1 Business Processes – Assist MSC in the development of Logistics, Information Technology (IT) and Comptroller Directorate business processes and documentation to ensure sustainment of auditable OM&S Inventory and PP&E balances on the Command’s financial statements

4.3.3.2 Inventory – OM&S Inventory and PP&E OMB A-123 sustainment

Assist MSC in reconciling its Fixed Assets and Inventory sub-ledgers to its general ledger.

Assist in the reconciliation of PP&E, OM&S, Internal Use Software and other fixed asset accounts’ beginning balances.

Assist MSC in reconciling MSC-NERP Fixed Assets information to other DON PP&E databases and systems where necessary.

Assist in the performance of independent valuations of MSC’s capital assets that lack original source supporting documentation.

Assist MSC in compiling metrics and information to support any required write-offs to correct asset account balances.

Assist in the performance of iterations of internal controls testing to ensure implementation of corrective actions emergent from previous testing evolutions. Assist in developing, documenting and implementing any additional emergent corrective actions.

Research relevant authoritative guidance and assist MSC in developing position papers that support MSC’s approach to capturing Fixed Assets in its financial statements.

4.3.4 IT Systems / Federal Information System Controls Audit Manual (FISCAM) OMB A-123 Development and Sustainment (CDRL 9)

4.3.4.1 Assist in the performance of FISCAM control testing, evaluate controls and develop, document and implement emergent corrective actions for all financial feeder systems that materially impact MSC’s financial statements

4.3.5 Audit Support (CDRL 10)

4.3.5.1 Assist in the development of audit schedules and work papers to support balances on MSC’s financial statements

4.3.5.2 Assist in developing research papers on financial accounting and auditing standards.

4.3.5.3 Assist MSC as needed in data gathering and retrieval of source documentation required by auditors.

4.4 Military Sealift Command NERP Enterprise Business Office (MEBO) (CDRL 12)

4.4.1 Execution

4.4.1.1 Designate a program manager, available on MEBO work days during MSC HQ core hours (0800-1600 local), who shall be responsible for management and oversight of contractor/subcontractor work performance, serve as a point of contact for all customer relations with the COR, and be responsible for resolving all quality, timeliness, and accuracy issues with contractor and subcontractor work and performance.

4.4.1.2 Ensure, in the event of an emergency, that the program manager makes verbal contact with the COR or Technical Point of Contact (TPOC) within 60 minutes of the COR’s or TPOC’s contact.

4.4.2 Operations and Business Processes

5.4.2.1 The Contractor shall provide technical and business area expertise to ensure that the MEBO Systems of Support meets the ongoing business operations requirements. Support will include help desk support, master data management, reporting, analytics, testing, working with group participation and facilitation, and production operations. The Contractor shall support strategic planning of the operational impact of releases, upgrades, planned maintenance, schedules, property conversions, standard operating procedures, and business process efforts.

4.4.3 Specific Tasks

4.4.3.1 Provide subject matter expertise for functional areas, such as, but not limited to, Finance, Funds Management, Project Systems, Controlling, Asset Management, Inventory Management, Material Management, Planning, Outfitting, Warehouse Management, Physical Inventory, Material Movement, Storage, Disposal, Repairables, Order Fulfillment, Automated Information Technology, Workforce Management, Sales and Distribution, Wide Area Workflow (WAWF), Purchase Card, Surveillance and Performance Monitoring (SPM), and Electronic Data Access (EDA).

4.4.3.2 Provide support for resolution of issues, discrepancies, and complaints submitted through the help desk, email or other sources. Support to include analysis, tracking, and documenting of proposed resolution.

4.4.3.3 Support reviews and updates on technical documentation, associated with, but not limited to, Functional Specifications, Business Transition Plans, Quality Defects, Engineering Change Proposals, and Financial Improvement and Audit Readiness (FIAR) Audit Requests.

4.4.3.4 Provide support for data calls originating externally or internally, and other specified requests for technical information related to MEBO Systems of Support, or other related systems or software. Support to include, but is not limited to, researching requirements, collecting and tabulating data, drafting recommendations, performing testing and updating documentation.

4.4.3.5 Evaluate, review and provide recommendations on management or user proposed changes to supported systems.

4.4.3.6 Evaluate and provide written feedback for new capabilities and functionalities on supported systems.

4.4.3.7 Develop, maintain, and update white papers, metrics, process procedures, desk guides, MEBO Internal Operating Guides (MIOG), or other specified documentation to support operational business process initiatives, system issues, testing results or change requests.

4.4.3.8 Provide configuration management for business process changes, business rules, and other operational/business authoritative documentation.

4.4.3.9 Identify alternatives and resolutions to system issues preventing supported Commands from performing their mission.

4.4.3.10 Assist in the functional and regression testing of newly developed system capabilities and functionalities.

4.4.3.11 Assist in testing of regularly scheduled and emergent releases and system upgrades.

4.4.3.12 Assist in the analysis, ranking and prioritization of defects and Engineering Change Proposals.

4.4.3.13 Provide support in the evaluation and coordinating of workflow configuration and maintenance requirements.

4.4.3.14 Provide customer interface and liaison to System Owners and Stakeholders.

4.4.3.15 Perform and maintain master data management and updates in systems.

4.4.3.16 Support Command re-organization efforts.

4.4.3.17 Support period end and year end close efforts, labor processing, and batch job coordination.

4.4.3.18 Provide support to Working Groups, Tiger Teams, and other specified meetings to capture action items as well as to identify and recommend process and system improvements.

4.4.3.19 Evaluate and understand NERP and local business rules, along with process procedures in order to provide support to users. Support to include, but not limited to, validating user compliance and explaining proposed changes to the rule or process.

4.4.3.20 Provide support and knowledge transfer for business processes, such as Pre-Expended Bin Identification, Shop Stores, Kitting, Work-In Progress, and OM&S Material Identification.

4.4.4 Business Intelligence

4.4.4.1 The Contractor shall support all aspects of business intelligence to include reporting, analytics, dashboards, data warehousing, data integration, data mapping, data management, data governance, archiving, security, and metadata management. The Contractor shall support metrics collection and reporting, triage support, interaction with the multiple systems under the MEBO’s purview. The Contractor shall support the planning, analysis, transformation, and migration of data and associated systems. All reports and dashboards created using the Navy servers are property of the US Government along with any associated unlimited technical data rights.

4.4.4.2 Data Maintenance and Archive Tasks

4.4.4.2.1 Support the identification of data integrity issues and recommend corrective actions in coordination with the business process owners and the Business Management Division. Data integrity issues may include defective data or data that has been corrupted by system anomalies or interfaces, converted data, and business rule adherence.

4.4.4.2.2 Analyze and monitor batch job results for accuracy, and report issues with recommendations for future avoidance.

4.4.4.2.3 Assist business process owners in identifying data available for archiving, in accordance with the Data Archiving Strategies and the Navy’s Records Retention Policy.

4.4.4.2.4 Retrieve archived data as needed to support data requests and reports.

4.4.4.2.5 Support extract and load of data available in systems and other sources.

4.4.4.2.6 Support conversion and migration of data.

4.4.4.3 Reporting (CDRL 3)

4.4.4.3.1 Develop recommendations for modifying existing reports for MSC' specific use.

4.4.4.3.2 Design and prepare new reports.

4.4.4.3.3…