HCaTS_SF_30_Amendment_01.pdf

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended, by one of the following methods:

(a) By completing items 8 and 15, and returning or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment your desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE

2. AMENDMENT/MODIFICATION NO. 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQ. NO. 5. PROJECT NO. (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA FAR (48 CFR) 53.243

FACILITY CODE

9A. AMENDMENT OF SOLICITATION

NO.

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NO.

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers is extended, is not extended.

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO.

IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15C. DATE SIGNED

15A. NAME AND TITLE OF SIGNER (Type or print)

16C. DATE SIGNED

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

PAGE OF PAGES

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code) (X)

CODE

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

NSN 7540-01-152-8070

Previous edition unusable

I. SECTION A

No changes made.

II. SECTION B

A. Section B.2

FROM:

The Contractor shall propose and the OCO award all labor rates when performance is conducted at the Contractor’s facility(ies) at the Contractor Site Rate(s). The Contractor shall propose and the OCO award all labor rates at the Government Site Rate(s) when performance is conducted at the Government’s facility(ies) or a site not owned or leased by the Contractor.

TO:

The Contractor shall propose and the OCO award all labor rates when performance is conducted at the Contractor’s facility(ies) at the Contractor Site Rate(s), if applicable. The Contractor shall propose and the OCO award all labor rates at the Government Site Rate(s) when performance is conducted at the Government’s facility(ies) or a site not owned or leased by the Contractor, if applicable.

III. SECTION C

IV. SECTION D

V. SECTION E

VI. SECTION F

A. Section F.2

The HCaTS Program Management Office (HCaTS PMO) may stop or terminate performance of an HCaTS contract in accordance with:

TO:

The HCaTS CO may stop or terminate performance of an HCaTS contract in accordance with:

VII. SECTION G

VIII. SECTION H

IX. SECTION I

A. Section I.1

All applicable and required provisions and clauses that automatically flow down to task orders shall remain unchanged as of Federal Acquisition Circular (FAC) No. 2005-83, effective date July 2, 2015, throughout the entire ordering period under HCaTS. If a future applicable or required provision(s) and/or clause(s) are to the benefit of future task orders solicited under HCaTS, the future applicable or required provision/clause may be updated by FAC No. and effective date by a bilateral modification to HCaTS.

All applicable and required provisions and clauses that automatically flow down to task orders shall remain unchanged as of Federal Acquisition Circular (FAC) No. 2005-84, effective date September 3, 2015, throughout the entire ordering period under HCaTS. If a future applicable or required provision(s) and/or clause(s) are to the benefit of future task orders solicited under HCaTS, the future applicable or required provision/clause may be updated by FAC No. and effective date by a bilateral modification to HCaTS.

X. SECTION J

A. Attachment J.1 https://www.acquisition.gov/?q=browsefar

B. Attachment J.2

1. Merged Sections L.3.2, L.5.1.8, L.5.1.9.2 and L.5.2 under the General Documents tab for each Relevant Experience Project.

2. Merged Sections L.5.3.1 and L.5.3.2 under Section L.5.3 for each Relevant Experience

Project.

3. Merged Section L.5.3.3 with Section L.5.3.3 for each Relevant Experience Project.

4. Merged Section L.5.5.2.1 with Section L.5.2.1 for each Relevant Experience Project.

5. Changed colors to distinguish Relevant Experience Projects and Pools.

6. Added extra lines to REPs 5 & 6 to allow for Collection of Task Orders.

7. Added “Annual Value” to correspond with Section L.5.2.4.3 for all Relevant Experience Projects.

8. Corrected the Volume Number of Section L.5.5 from 4 to 5.

9. The instructions on the Instructions tab were changed.

NOTE: AMENDMENT 01 WILL ONLY BE ACCEPTED.

C. Attachment J.3

1. Increased character limit on comment boxes from 300 to 900 characters.

2. Section I (Company Information)

Cognizant Defense Contract Audit Agency (DCAA) office (found at http://www.dcaa.mil/office_locator.html):

Defense Contract Audit Agency (DCAA), Cognizant Federal Agency (CFA), or Certified Public Accountant (CPA) http://www.dcaa.mil/office_locator.html

3. Section III (3)

Has your organization’s Accounting System been audited by an outside Certified Public Accountant/Consultant or other Cognizant Federal Agency other than DCAA?

Yes (a copy of their most recent audit report must be attached to this form)

No

Has your organization’s Accounting System been audited by a Certified Public Accountant (CPA)or a Cognizant Federal Agency(CFA) other than DCAA?

Yes (a copy of the most recent audit report has been submitted with the proposal)

No

4. Removed Question #20 and references to it in Section III (Non-Federal Government Audit Instructions)

5. Removed N/A option for Questions 4-19.

6. Removed from the bottom of the last page: (Attach the supporting documents to this form)

D. Attachment J.4

1. Corrected Row 10 (DUNS Number) to allow for DUNS Numbers that start with a 0.

NOTE: AMENDMENT 00 AND AMENDMENT 01 WILL BE ACCEPTED.

E. Attachment J.5.1

1. Instructions tab and Company Accreditations tab were updated.

2. Cell C8 corrected to allow for DUNS Numbers that start with a 0.

3. Cell messages in Column F for Rows 12-18 were updated.

4. The feedback messages in Column I have changed to state: “The accreditation was issued prior to three years ago for Rows 13-16 and “This accreditation’s certification has expired for Rows 17-18”.

5. Cell C17:

Offeror has an ISO 9001:2008

Offeror has an ISO 9001:2008 or ISO 9001:2015 Certification

F. Attachment J.5.2

G. Attachment J.5.3

H. Attachment J.6

1. First Paragraph

This form is for the evaluation of past performance purposes only. This form shall only be used for all Non-US Federal and/or US Federal contracts, task orders or purchase orders that do not have past performance information in the CPARS or PPIRS databases to report on the Contractor that was awarded the contract, task order or purchase order. The Assessing Official shall be an employee of either the Contracting Entity or Customer/Client Organization who has direct knowledge of the contract, task order or purchase order and be authorized to provide the rating. For US Federal contracts, task orders or purchase orders, the Assessing Official shall be a Federal government employee. If the Contractor performed work on the contract, task order or purchase order as a First-Tier Subcontractor, the Assessing Official shall be an employee of the Prime Contractor who has direct knowledge and is authorized to provide the rating.

This form is for the evaluation of past performance purposes only. This form shall only be used for all Non-US Federal and/or US Federal contracts, task orders or purchase orders that do not have past performance information in the CPARS or PPIRS databases to report on the Contractor that was awarded the contract, task order or purchase order. The Assessing Official shall be an individual who has direct knowledge of the contract, task order or purchase order and be authorized to provide the rating. For US Federal contracts, task orders or purchase orders, the Assessing Official shall have been a Federal government employee at time of contract, task order or purchase order performance. If the Contractor performed work on the contract, task order or purchase order as a First-Tier Subcontractor, the Assessing Official shall have been an individual of the Prime Contractor who has direct knowledge and is authorized to provide the rating.

2. Section II

Increased character limit of task order fields from 10 to 20.

I. Attachment J.7

1. Corrected the Pool checkboxes in Row 12 of the Instructions-Offeror Information Tab to allow Offerors to select them.

2. All Offeror input cells on the Instructions-Offeror Information Tab allow input and the Cell C11 (DUNS Number) has been corrected to allow for DUNS Numbers that start with a 0.

J. Attachment J.8

K. Attachment J.9

1. Section II.B (Task Order 1)

Corrected the award date box so it is no longer linked to the date in Section III.

2. Section III (Certification{3})

Each successor task order was a logical follow-on task order to the predecessor task order, with no more than a 30 calendar day gap between the effective date of the successor task order and the end date of the predecessor task order, and

TO:

Each successor task order was a logical follow-on task order to the predecessor task order, with no more than a 30 calendar day gap between the award date of the successor task order and the end date of the predecessor task order, and

3. Bottom of Page (Note)

Added the following:

NOTE: A logical follow-on task order is defined as a task order for the same or similar services provided under the predecessor task order.

L. Attachment J.10

M. Attachment J.11

1. Corrected the link between Company Name in Sections I and III.

N. Attachment J.12.1

1. Title

Changed title to the following:

Relevant Experience Projects Supplemental Form Pool 1 Human Capital and Training Solutions (HCaTS)

2. General Information

Corrected the Duns input box to allow for DUNS Numbers that start with a 0.

3. General Instructions (2)

The following sentence changed as follows:

Offerors shall complete this Attachment J.12.1 to provide required information for each of the Relevant Experience Projects submitted for Pool 1. If the Offeror is applying for both Pool 1 and Pool 2, both Attachment J.12.1 and Attachment J.12.2 shall be submitted.

4. General Instructions (3)

The Offeror shall provide all required information for each submitted Relevant Experience Project. For any Relevant Experience Project(s) submitted as a "collection of task orders" as prescribed in L.5.2, the Offeror shall submit Attachment J.12.3 (Relevant Experience Projects Supplemental Form Pool 1-Collection of Task Orders) in lieu of completing Project 5 and/or 6 in Attachment J.12.1 (Relevant Experience Projects Supplemental Form Pool 1).

5. Section I (3)

An additional dropdown box to allow for two Relevant Experience Projects overlapping with the other Pool’s submission.

6. Section I (4)

Does the Offeror’s proposal involve the performance and/or integration of two or more KSAs for Pool 1 as prescribed in Section L.5.2.4.2?

7. Section II (Note)

NOTE: In order to substantiate the contract, task order or purchase order number, the Offeror shall provide a scan of the award page of the contract, task order or purchase order in the proposal submission as prescribed in L.5.2.2.

8. Section II (5)

The Offeror shall provide contact information for a Primary and Alternate Reference. The provided references shall be able to verify all Relevant Experience Project data (e.g., Contracting Officer, Program/Project Manager, Contracting Officer's Representative, Assessing Official, etc.).

TO:

The Offeror shall provide at least one reference. The provided reference(s) shall be able to verify all Relevant Experience Project data (e.g., Contracting Officer, Program/Project Manager, Contracting Officer's Representative, Assessing Official, etc.).

O. Attachment J.12.2

Relevant Experience Projects Supplemental Form Pool 2

2. General Information

Corrected the Duns input box to allow for DUNS Numbers that start with a 0.

3. General Instructions (2)

Offerors shall complete this Attachment J.12.2 to provide required information for each of the Relevant Experience Projects submitted for Pool 2. If the Offeror is applying for both Pool 1 and Pool 2, both Attachment J.12.1 and Attachment J.12.2 shall be submitted.

4. General Instructions (3)

The Offeror shall provide all required information for each submitted Relevant Experience Project. For any Relevant Experience Project(s) submitted as a "collection of task orders" as prescribed in L.5.2, the Offeror shall submit Attachment J.12.4 (Relevant Experience Projects Supplemental Form Pool 2-Collection of Task Orders) in lieu of completing Project 5 and/or 6 in Attachment J.12.2 (Relevant Experience Projects Supplemental Form Pool 2).

5. Section I (3)

An additional dropdown box to allow for two Relevant Experience Projects overlapping with the other Pool’s submission.

6. Section I (4)

Does the Offeror’s proposal involve the performance and/or integration of two or more KSAs for Pool 2 as prescribed in Section L.5.2.4.2?

7. Section II (Note)

8. Section II (5)

The Offeror shall provide contact information for a Primary and Alternate Reference. The provided references shall be able to verify all Relevant Experience Project data (e.g., Contracting Officer, Program/Project Manager, Contracting Officer's Representative, Assessing Official, etc.).

The Offeror shall provide at least one reference. The provided reference(s) shall be able to

P. Attachment J.12.3

Relevant Experience Projects Supplemental Form Pool 1-Collection of Task Orders

2. General Instructions (2)

Attachment J.12.3 shall be used in conjunction with Attachment J.12.1 when submitting a "collection of task orders" (see Section L.5.2) for Relevant Experience Project 5 and/or 6.

Offerors shall complete Attachment J.12.3 in lieu of Relevant Experience Projects 5 and/or 6 within Attachment J.12.1. Offeror shall only complete the corresponding sections in Attachment J.12.3 for the task orders submitted (i.e., if submitting four task orders, leave the sections for Task Orders 5 and 6 blank).

3. Section I (5)

NOTE: In order to substantiate the contract or BPA number, the Offeror shall provide a scan of the award page of the contract or BPA in the proposal submission as prescribed in Section L.5.2.2.

4. Section I (6)

NOTE: In order to substantiate the task order number, the Offeror shall provide a scan of the award page of the task orders in the proposal submission as prescribed in Section L.5.2.2.

5. Section I (7)

The Offeror shall provide contact information for a Primary and Alternate Reference. The provided references shall be able to verify all Relevant Experience Project data (e.g., Contracting Officer, Program/Project Manager, Contracting Officer's Representative, Assessing Official, etc.).

TO:

The Offeror shall provide at least one reference. The provided reference(s) shall be able to

6. Section I (13)

Does the Relevant Experience Project involve the performance and/or integration of at least one KSA per task order as prescribed in Section L.5.2?

Q. Attachment J.12.4

Relevant Experience Projects Supplemental Form Pool 2-Collection of Task Orders

2. General Instructions (2)

Attachment J.12.4 shall be used in conjunction with Attachment J.12.2 when submitting a "collection of task orders" (see Section L.5.2) for Relevant Experience Project 5 and/or 6.

Offerors shall complete Attachment J.12.4 in lieu of Relevant Experience Projects 5 and/or 6 within Attachment J.12.2. Offeror shall only complete the corresponding sections in Attachment J.12.3 for the task orders submitted (i.e., if submitting four task orders, leave the sections for Task Orders 5 and 6 blank).

3. Section I (5)

NOTE: In order to substantiate the contract or BPA number, the Offeror shall provide a scan of the award page of the contract or BPA in the proposal submission as prescribed in Section L.5.2.2.

4. Section I (6)

NOTE: In order to substantiate the task order number, the Offeror shall provide a scan of the award page of the task orders in the proposal submission as prescribed in Section L.5.2.2.

5. Section I (7)

The Offeror shall provide contact information for a Primary and Alternate Reference. The provided references shall be able to verify all Relevant Experience Project data (e.g., Contracting Officer, Program/Project Manager, Contracting Officer's Representative, Assessing Official, etc.).

TO:

The Offeror shall provide at least one reference. The provided reference(s) shall be able to

6. Section I (13)

Does the Relevant Experience Project involve the performance and/or integration of at least one KSA per task order as prescribed in Section L.5.2?

XI. SECTION K

XII. SECTION L

A. Section L.3.1

The only exception to the above paragraph is if the Offeror is claiming an evaluation criteria from a qualifying Meaningful Relationship under a Corporate Structure in accordance with the instructions in Section L.5.1.8.

The only exceptions to the above paragraph is if the Offeror is claiming an evaluation criteria due to a merger, acquisition, novation and change-of-name agreement in accordance with Section L.3.2, and/or from a qualifying Meaningful Relationship under a Corporate Structure in accordance with the instructions in Section L.5.1.8, and/or from an existing or previous Joint Venture or Partnership in accordance with Section L.5.1.9.2.

B. Section L.3.4

The following sentence was added:

NOTE: Offerors are prohibited from hand delivering proposals.

C. Section L.4

The following sentence was added:

NOTE: If the Offeror’s proposal does not contain any part of one Volume, the Offeror does not need to submit a folder for that Volume. For example, if the Offeror is not submitting any accreditations, Volume IV need not be submitted.

D. Section L.4.1

1. The following sentence was added under Title for Section L.5.1.5 (Modified Pre-Award

Survey (SF 1408), if applicable):

NOTE: Amendment 00 and Amendment 01 will be accepted.

2. Example File Name (Section L.5.2 (Self Scoring Worksheet Pool 1, if applicable))

ABC.VOL2.J51.xlsm

ABC.VOL2.J51.xlsx

3. Example File Name (Section L.5.2 (Self Scoring Worksheet Pool 2, if applicable))

ABC.VOL2.J52.xlsm

ABC.VOL2.J52.xlsx

4. Example File Name (Section L.5.2 (Relevant Experience Projects Supplemental Form

Pool 1-Collection of Task Orders, if applicable))

ABC.VOL2.J123.pdf

TO:

ABC.VOL2.J123REP5.pdf ABC.VOL2.J123REP6.pdf

5. Example File Name (Section L.5.2 (Relevant Experience Projects Supplemental Form

Pool 2-Collection of Task Orders, if applicable))

ABC.VOL2.J124.pdf

TO:

ABC.VOL2.J124REP5.pdf ABC.VOL2.J124REP6.pdf

6. The following sentence is added to Title for Section L.5.2 (Pool Application and

Certification):

7. The following sentence is added to Title for Section L.5.2 (Self Scoring Worksheet Pool 1, if applicable):

8. The following sentence is added to Title for Section L.5.2 (Self Scoring Worksheet

Pool 2, if applicable):

9. The following sentence is added to Title for Section L.5.3.2 (Past Performance Substitute

Form):

E. Section L.5.1.1 (Note #1)

NOTE#1: The address listed in Block 15A shall be the official mailing address used by the Government for letter correspondence, if necessary. The name, title, signature and date identified in Blocks 16, 17, and 18, shall be an authorized representative with authority to commit the Offeror to contractual obligations. All information provided in the SF 33 shall match the information provided in Attachment J.4 (Pool Application and Certification).

NOTE #1: The address listed in Block 15A shall be the official mailing address used by the Government for letter correspondence, if necessary. The name, title, signature and date identified in Blocks 16, 17, and 18, shall be an authorized representative with authority to commit the Offeror to contractual obligations.

F. Section L.5.1.5

If an Offeror’s current accounting system has already been audited by the DCAA, CFA, or CPA, the Offeror shall select the option to have its accounting system audited in Attachment J.4 (Pool Application and Certification) and provide the information required in Attachment(s) J.5.1 (Self Scoring Worksheet Pool 1) and/or J.5.2 (Self Scoring Worksheet Pool 2). The Offeror shall attach its most current audit to Attachment J.3 (Modified Preaward Survey {SF 1408}). If there have been no changes to the accounting system since the audit, the Offeror is not required to answer Questions 3 through 20, otherwise the Offeror shall answer all 20 questions.

TO:

If an Offeror’s current accounting system has already been audited by the DCAA, CFA, or CPA, the Offeror shall notify the Government accordingly in Attachment J.4 (Pool Application and Certification) and provide the information required in Attachment(s) J.5.1 (Self Scoring Worksheet Pool 1) and/or J.5.2 (Self Scoring Worksheet Pool 2). The Offeror shall attach its most current audit to Attachment J.3 (Modified Preaward Survey {SF 1408}).

If there have been no changes to the accounting system since the audit, the Offeror is not required to answer Questions 3 through 19, otherwise the Offeror shall answer all 19 questions. The Government reserves the unilateral right to accept the audit findings or initiate a new audit.

G. Section L.5.2

1. 5th Paragraph

A Federal government Relevant Experience Project is defined as a single contract (FAR Section 2.101); or, a single task order placed under a master Single Award or Multiple

Award, Indefinite Delivery task order contract (FAR Subpart 16.5); or, a single task order placed under a Federal Supply Schedule (FAR Subsection 8.405-2); or, a single task order or purchase order placed under a master Single Award or Multiple Award Blanket Purchase Agreement (FAR Subsection 8.405-3 or FAR Section 13.303); or, a “collection of task orders” placed under a master Single Award or Multiple Award, Indefinite Delivery task order contract or master Single Award or Multiple Award Blanket Purchase Agreement. A Federal government Relevant Experience Project shall have been awarded by the acquisition procedures prescribed in the Federal Acquisition Regulation (FAR). A Relevant Experience Project that was awarded by a Federal agency (e.g., The Judiciary Branch), quasi-Federal agency (e.g., Federal Deposit Insurance Corporation {FDIC} and Federal Reserve Bank), or semi-Federal agency (e.g., United States Post Office) that does not award contracts, task orders or purchase orders in full accordance with the FAR shall not be considered a Federal government Relevant Experience Project. In order for a single contract, task order and/or purchase order to be considered as a Federal government Relevant Experience Project, the Contractor shall have provided a service(s) in accordance with the terms and conditions of the single contract, task order and/or purchase order. Single contracts, task orders and purchase orders with no performance of a service(s) shall not be considered. If a single contract has a task order(s)/purchase order(s) awarded against it, the Offeror shall submit either the single contract or the task order(s)/purchase order(s) as the Relevant Experience Project, but not both. If the Offeror submits the single contract and the task order(s)/purchase order(s) awarded against it, the single contract and the task order(s)/purchase order(s) shall not be considered.

A Federal government Relevant Experience Project is defined as a single contract (FAR Section 2.101); or, a single task order placed under a master Single Award or Multiple Award, Indefinite Delivery task order contract (FAR Subpart 16.5); or, a single task order placed under a Federal Supply Schedule (FAR Subsection 8.405-2); or, a single task order or purchase order placed under a master Single Award or Multiple Award Blanket Purchase Agreement (FAR Subsection 8.405-3 or FAR Section 13.303); or, a “collection of task orders” placed under a master Single Award or Multiple Award, Indefinite Delivery task order contract or master Single Award or Multiple Award Blanket Purchase Agreement or, any other master contract vehicle (e.g., Project Number/Title) that the task orders were directly awarded under. A Federal government Relevant Experience Project shall have been awarded by the acquisition procedures prescribed in the Federal Acquisition Regulation (FAR). A Relevant Experience Project that was awarded by a Federal agency (e.g., The Judiciary Branch), quasi-Federal agency (e.g., Federal Deposit Insurance Corporation {FDIC} and Federal Reserve Bank), or semi-Federal agency (e.g., United States Post Office) that does not award contracts, task orders or purchase orders in full accordance with the FAR shall not be considered a Federal government Relevant Experience Project. In order for a single contract, task order and/or purchase order to be considered as a Federal government Relevant Experience Project, the Contractor shall have provided a service(s) in accordance with the terms and conditions of the single contract, task order and/or purchase order. Single contracts, task orders and purchase orders with no performance of a service(s) shall not be considered. If a single contract has a task order(s)/purchase order(s) awarded against it, the Offeror shall submit either the single contract or the task order(s)/purchase order(s) as the Relevant Experience Project, but not both. If the Offeror submits the single contract and the task order(s)/purchase order(s) awarded against it, the single contract and the task order(s)/purchase order(s) shall not be considered.

2. 7th Paragraph

Two out of the six required Relevant Experience Projects may, at the discretion of the Offeror, be a collection of task orders placed under a master Single Award or Multiple Award, Indefinite Delivery, task order contract or master Single Award or Multiple Award Blanket Purchase Agreement; or, any other master contract vehicle (e.g., Project Number/Title) that the task orders were directly awarded under if the following applies:

1. The “collection of task orders” shall not exceed six task orders, and

2. None of the task orders in the collection shall also be used as a stand-alone Relevant Experience Project, and

3. Each successor task order was a logical follow-on task order to the predecessor task order, with no more than a 30 calendar day gap between the effective date of the successor task order and the end date of the predecessor task order, and

4. Each task order was awarded by an entity outside of your corporate structure, and

5. Services provided under each task order has been performed within the past five years prior to the solicitation closing date; or, be ongoing, and

6. Each task order’s scope was inclusive of at least one KSA (Customized Training and Development Services, Customized Human Capital Strategy Services, or Customized Organizational Performance Improvement) and some component of the KSA-related service and/or product customized, and

7. The Offeror shall submit a completed Attachment J.9 (Collection of Task Order Confirmation Form) that is signed by a duly warranted Contracting Officer (or commercial equivalent Authorized Official for a Non-Federal government project).

Two out of the six required Relevant Experience Projects may, at the discretion of the Offeror, be a collection of task orders placed under a master Single Award or Multiple Award, Indefinite Delivery, task order contract or master Single Award or Multiple Award Blanket Purchase Agreement; or, any other master contract vehicle (e.g., Project Number/Title) that the task orders were directly awarded under if the following applies:

1. The “collection of task orders” shall not exceed six task orders, and

2. None of the task orders in the collection shall also be used as a stand-alone Relevant Experience Project, and

3. Each successor task order was a logical follow-on task order to the predecessor task order, with no more than a 30 calendar day gap between the award date of the successor task order and the end date of the predecessor task order, and

NOTE: A logical follow-on task order is defined as a task order for the same or similar services provided under the predecessor task order.

4. Each task order was awarded for the same customer, and

5. Services provided under each task order has been performed within the past five years prior to the solicitation closing date; or, be ongoing, and

6. Each task order’s scope was inclusive of at least one KSA (Customized Training and Development Services, Customized Human Capital Strategy Services, or Customized Organizational Performance Improvement) and some component of the KSA-related service and/or product customized, and

7. The Offeror shall submit a completed Attachment J.9 (Collection of Task Order Confirmation Form) that is signed by a duly warranted Contracting Officer (or commercial equivalent Authorized Official for a Non-Federal government project).

H. Section L.5.2.2 (First Note #1)

The following note was added:

I. Section L.5.2.2 (Note #3)

The following note was added after “Each Relevant Experience Project shall:” for Item #1:

NOTE #3: If submitting a "single contract" as a Relevant Experience Project, the scope of work (and services performed) in the original contract award and/or any subsequent modifications claimed as part of the Relevant Experience Project shall be in scope of at least one KSA and that some component of the KSA-related service and/or product was customized. If a “single contract” did not originally include any KSA or any subsequent modification(s) did not include any KSA, the Offeror shall only claim meeting the minimum requirements as prescribed herein Section L.5.2.2 and receive points in accordance with Sections L.5.2.4, L.5.3.3 and L.5.3.4 for the original contract award and/or subsequent modification(s) that are in scope of at least one KSA and contain some component of the KSA-related service and/or product was customized.

J. Section L.5.2.4.3 (Note #3)

NOTE #3: If submitting a “collection of task orders", the annual project value of the “collection of task orders” is calculated using the same methodology as prescribed in Note #1, with the total obligated dollars determined by the aggregate of all task orders and the total number of months determined by the total number of months that span the effective date of the earliest task order to the completion date of the last successor task order or solicitation closing date, if ongoing, excluding all gaps in service. The aggregate value shall equal to or be greater than $100,000.00 to receive points.

TO:

NOTE #3: If submitting a “collection of task orders", the annual project value of the “collection of task orders” is calculated using the same methodology as prescribed in Note #1, with the total obligated dollars determined by the aggregate of all task orders and the total number of months determined by the total number of months that span the award date of the earliest task order to the completion date of the last successor task order or solicitation closing date, if ongoing, excluding all gaps in service. The aggregate value shall equal to or be greater than $100,000.00 to receive points.

K. Section L.5.2.4.4 (Note #1)

NOTE #1: The period of performance is defined as the total duration of a contract, task order or purchase order that has been performed, regardless of when the contract, task order or purchase order was awarded so long as any portion of performance was provided within the past five years prior to the solicitation closing date, including options. Options that have not been exercised by the Contracting Officer and any period of performance beyond the closing date of this solicitation shall not count towards the Relevant Experience Project’s period of performance.

TO:

NOTE #1: The period of performance is defined as the total duration of a contract, task order, or purchase order from the award date to the completion date. Offerors may take credit for the entire period of performance, regardless of when the contract, task order or purchase order was awarded, so long as any portion of performance was provided within the past five years prior to the solicitation closing date, including options. Options that have not been exercised by the Contracting Officer and any period of performance beyond the closing date of this solicitation shall not count towards the Relevant Experience Project’s period of performance.

L. Section L.5.2.4.4 (Note #3)

NOTE #3: If submitting a “collection of task orders", the period of performance is the number of months between the award date of the earliest task order to the completion date of the last successor task order, or solicitation closing date, if ongoing, excluding all gaps in service. The aggregate period of performance shall be equal to or be greater than 13 months to receive points.

TO:

NOTE #3: If submitting a “collection of task orders", the period of performance is the number of months between the effective date of the earliest task order to the completion date of the last successor task order, or solicitation closing date, if ongoing, excluding all gaps in service. The aggregate period of performance shall be equal to or be greater than 13 months to receive points.

M. Section L.5.2.4.5

For each Relevant Experience Project submitted, the Offeror will receive points if the Relevant Experience Project involves Subcontracting/Teaming for services with at least three separate and distinct entities, excluding the Offeror. It does not include supplier agreements with vendors, such as long-term arrangements for materials or supplies that benefit multiple contracts and/or the costs of which are normally applied to general and administrative expenses or indirect costs.

TO:

For each Relevant Experience Project submitted, the Offeror will receive points if the Relevant Experience Project involves Subcontracting/Teaming for services with at least three separate and distinct entities, excluding the Offeror, wherein the Offeror and the separate and distinct entity have a contract or agreement establishing what service(s) the separate and distinct entity will provide the Offeror or on behalf of the Offeror in accordance with the particular contract, task order, or purchase order. It does not include supplier agreements with vendors, such as long-term arrangements for materials or supplies that benefit multiple contracts and/or the costs of which are normally applied to general and administrative expenses or indirect costs.

N. Section L.5.2.4.5 (Note #1)

NOTE #1: The Offeror shall substantiate all the information by providing enough evidence within a verifiable contractual document to support each response.

TO:

NOTE #1: The Offeror shall substantiate all the information by providing enough evidence within a verifiable contractual document to support each response. Furthermore, the Offeror shall provide the contract or agreement between itself and each separate and distinct entity that it is claiming credit for that establishes what service(s) the separate and distinct entity will provide the Offeror or on behalf of the Offeror in accordance with the particular contract, task order, or purchase order.

O. Section L.5.3

For each Relevant Experience Project submitted, Offerors are strongly advised that inability of the Government to contact past performance references directly associated to any Attachment J.6 (Past Performance Substitute Form); or, in the case past performance information was not entered into the Contractor Performance Assessment Reporting System (CPARS) or the Past Performance Information Retrieval System (PPIRS) Report is no longer available; or, in the case of Relevant Experience Project(s) without a record of past performance, the Offeror will not be evaluated favorably or unfavorably on past performance.

TO:

For each Relevant Experience Project submitted, Offerors are strongly advised that in the case past performance information was not entered into the Contractor Performance Assessment Reporting System (CPARS) or the Past Performance Information Retrieval System (PPIRS) Report is no longer available; or, in the case of Relevant Experience Project(s) without a record of past performance, the Offeror will not be evaluated favorably or unfavorably on past performance.

P. Section L.5.3.2 (First Note #1)

NOTE #1: The Offeror shall only submit one Attachment J.6 (Past Performance Substitute Form) per Relevant Experience Project. Attachment J.6 shall be completed and signed by a current employee of the organization who has direct knowledge of the contract, task order or purchase order and who is authorized to provide the rating.

TO:

NOTE #1: The Offeror shall only submit one Attachment J.6 (Past Performance Substitute Form) per Relevant Experience Project with the exception of a “collection of task orders”, see Note #2 below. Attachment J.6 shall be completed and signed by an individual who has direct knowledge of the contract, task order or purchase order and who is authorized to provide the rating.

Q. Section L.5.3.2 (First Note #2)

NOTE #2: If submitting a “collection of task orders", and no CPARS/PPIRS Reports exist for any task order, in order for the Offeror to receive a past performance rating the Offeror shall submit at least one Attachment J.6 (Past Performance Substitute Form). Attachment J.6 (Past Performance Substitute Form) shall not be submitted if a CPARS/PPIRS Report exists for any of the task orders.

TO:

NOTE #2: If submitting a “collection of task orders", and no CPARS/PPIRS Reports exist for any task order, in order for the Offeror to receive a past performance rating the Offeror shall submit at least one Attachment J.6 (Past Performance Substitute Form). One Attachment J.6 (Past Performance Substitute Form) may be used for all or any combination of the task orders in the “collection of task orders.” Attachment J.6 (Past Performance Substitute Form) shall not be submitted if a CPARS/PPIRS Report exists for any of the task orders. If a CPARS/PPIRS Report exists for any task order(s) it shall not be included on Attachment J.6 (Past Performance Substitute Form).

R. Section L.5.3.2

For any of the Relevant Experience Projects submitted under Section L.5.2, if the Government has not finalized past performance ratings in the PPIRS database that links to CPARS, or the Relevant Experience Project(s) is considered a Non-Federal government project, the Offeror shall submit an Attachment J.6 (Past Performance Substitute Form) using the template in Attachment J.6 (Past Performance Substitute Form).

TO:

For any of the Relevant Experience Projects submitted under Section L.5.2, if the Government has not completed past performance ratings in the PPIRS database that links to CPARS, or the Relevant Experience Project(s) is considered a Non-Federal government project, the Offeror shall submit an Attachment J.6 (Past Performance Substitute Form) using the template in Attachment J.6 (Past Performance Substitute Form).

S. Section L.5.3.2

Attachment J.6 (Past Performance Substitute Form) shall be completed by an employee of either the Contracting Entity or Customer/Client Organization who has direct knowledge of the contract, task order or purchase order. If the Offeror is a First-Tier Subcontractor, Attachment J.6 (Past Performance Substitute Form) shall be completed by an employee of the Prime Contractor who has direct knowledge of the contract, task order or purchase order. The individual who fills out Attachment J.6 (Past Performance Substitute Form) will be certifying that he holds direct knowledge of this Relevant Experience Project and represents the Project Owner. If the Offeror is a member of an existing or previous CTA, Attachment J.6 (Past Performance Substitute Form) shall be completed by an employee of either the Contracting Entity or Customer/Client Organization who has direct knowledge of the contract, task order or purchase order and the Offeror’s individual performance.

TO:

For US Federal contracts, task orders or purchase orders, the Assessing Official shall have been a Federal government employee at time of contract, task order or purchase order performance. If the Contractor performed work on the contract, task order or purchase order as a First-Tier Subcontractor, the Assessing Official shall have been an individual of the Prime Contractor who has direct knowledge and is authorized to provide the rating. The individual who fills out Attachment J.6 (Past Performance Substitute Form) will be certifying that he holds direct knowledge of this Relevant Experience Project and represents the Project Owner. If the Offeror is a member of an existing or previous CTA and claiming experience in accordance with Section L.5.1.9.2, Attachment J.6 (Past Performance Substitute Form) shall be completed by an individual who has direct knowledge of the contract, task order or purchase order and the Offeror’s individual performance.

T. Section L.5.4

The following sentence was removed:

All accreditations shall be current and unexpired through the date and time prescribed in Section L.3.4.

U. Section L.5.4.1 (Note)

NOTE: An acceptable estimating system is considered current if determined acceptable within the last three years.

NOTE: An acceptable estimating system is considered valid as per the certification, or was issued within the last three years of solicitation closing as prescribed in Section L.3.4., whichever is later.

V. Section L.5.4.2 (Note)

NOTE: An approved purchasing system is considered current if determined acceptable within the last three years.

TO:

NOTE: An approved purchasing system is considered valid as per the certification, or was issued within the last three years of solicitation closing as prescribed in Section L.3.4., whichever is later.

W. Section L.5.4.3 (Note #1)

NOTE #1: An FPRA, FPRR, or audited billing rates is considered current if audited and/or determined acceptable within the last three years.

TO:

NOTE #1: FPRAs, FPRRs, and audited billing rates is considered valid as per the certification, or was issued within the last three years of solicitation closing as prescribed in Section L.3.4, whichever is later.

X. Section L.5.4.4 (Note)

NOTE: The accreditation is considered current if determined acceptable within the last three years.

TO:

NOTE: An EVMS is considered valid as per the certification, or was issued within the last three years of solicitation closing as prescribed in Section L.3.4., whichever is later.

Y. Section L.5.4.5

The following note was added and the previous Note was changed to Note #2:

NOTE #1: The ISO 9001:2008 Certification is considered valid if the certification is not expired as of solicitation closing as prescribed in Section L.3.4.

Z. Section L.5.4.6

NOTE: The ISO/IEC 27001:2005 or 27001:2013 Certification is considered valid if the certification is not expired as of solicitation closing as prescribed in Section L.3.4.

AA. Section L.5.5

NOTE: For Government site rates, the Offeror shall base its fully burdened labor rates on the highest paid area within CONUS of its choosing. For Contractor site rates, the Offeror shall base its fully burdened labor rates on the highest paid area that it currently has a location within CONUS.

XIII. SECTION M

A. Section M.5.2.3

The following sentence was removed:

The inability of the Government to contact past performance references directly associated to any Attachment J.6 (Past Performance Substitute Form) from the six Relevant Experience Projects above may result in the Attachment J.6 (Past Performance Substitute Form) not being evaluated favorably or unfavorably on past performance.

2. RFP Sections B, F, I, J, L and M and Attachments J.2, J.3, J.4, J.5.1, J.5.2, J.5.3, J.6, J.7, J.9, J.11, J.12.1, J.12.2, J.12.3 and J.12.4 have been amended (see Pages 2-30 for details).