H92222-10-R-0014 0002.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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.

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

To answ er questions regarding Amendment 0001.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 22

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

16C. DATE SIGNED

BY 30-Jun-2010

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X H92222-10-R-0014

X 9B. DATED (SEE ITEM 11)

27-May-2010

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

Offer 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 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

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 you 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.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

30-Jun-2010

CODE

HQ USSOCOM SORDAC-K

ATTN: DR JOSEPH R DAUM

7701 TAMPA POINT BLVD

MACDILL AFB FL 33621

H92222 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

H92222-10-R-0014

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The Table of Contents has changed from:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 1 PWS USSOCOM ITSMC 114 21-JUN-2010 Attachment 10 Responses to Questions 21-JUN-2010 Attachment 2 Performance

Measurement

44 21-JUN-2010

Attachment 3 Policy References and Guidance

7 26-MAY-2010

Attachment 4 Value Engineering Program

4 26-MAY-2010

Attachment 5 Exit Plan 5 26-MAY-2010 Attachment 6 DD254 Contract Security

Classification Specification

5 21-JUN-2010

Attachment 7 Service Desk Pricing 1 18-JUN-2010 Attachment 8 Contract Data

Requirements List

(CDRL)

32 26-MAY-2010

Attachment 9 Pricing Matrix 21-JUN-2010 to:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 1 PWS USSOCOM ITSMC 114 21-JUN-2010 Attachment 10 Response to Questions 29 28-JUN-2010 Attachment 2 Performance

Measurement

44 21-JUN-2010

Attachment 3 Policy References and Guidance

7 26-MAY-2010

Attachment 4 Value Engineering Program

4 26-MAY-2010

Attachment 5 Exit Plan 5 26-MAY-2010 Attachment 6 DD254 Contract Security

Classification Specification

5 21-JUN-2010

Attachment 7 Service Desk Pricing 1 18-JUN-2010 Attachment 8 Contract Data

Requirements List

(CDRL)

32 26-MAY-2010

Attachment 9 Pricing Matrix 21-JUN-2010

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

GENERAL PROPOSAL PREPARATION

L.1 GENERAL PROPOSAL PREPARATION INSTRUCTIONS AND NOTICES

1.1 Each Offeror intending to submit a proposal in response to this solicitation should notify the Contracting Officer via an e-mail to contracting@socom.mil within 10 days of RFP issuance. Proposals are due by the date and time stated in block 9 of the SF33 to the address stated in block 7 of the SF33. Offer Validity. The offer shall be valid for no less than 120 calendar days from the proposal due date at the location stipulated in Block 9 of Standard Form 33.

1.2 This is an all-electronic solicitation release. No hard copies will be mailed. Amendments to the solicitation will be posted to www.fedbizopps.gov. It is the responsibility of each Offeror to review the webpage for notice of amendments, updates, or changes to current information. The exclusive responsibility for source selection will reside with the Government. Proprietary information submitted in response to this solicitation will be protected from unauthorized disclosure as required by Subsection 27 of the Office of Procurement Policy Act as amended (41 U.S.C. 423) as implemented in the FAR.

1.3 Questions regarding the requirements of this solicitation must be submitted in writing and must be received by the Government no later than 14 June 2010. Questions shall be forwarded in an email tocontracting@socom.mil.

The email shall include the words “RFP H92222-10-R-0014 Questions” and the offerors name in the subject line.

Questions shall cite the applicable section, clause, paragraph number, and page of the solicitation that they address.

The Government is not obligated to answer questions received after this time. All answered questions will be addressed in solicitation amendments posted on www.fedbizopps.gov.

1.4 Proposals must include a discussion of Offeror’s approach in a manner which shall demonstrate comprehension of the scope and requirements of the contemplated contract. The proposal shall be specific, detailed, and complete so as to clearly and fully demonstrate that Offeror understands the requirements and the inherent problems associated with the objectives of this procurement. Stating that Offeror understands and shall comply with the requirements, paraphrasing the requirements, and phrases such as, “Standard procedures shall be employed” and “Well-known techniques shall be used” will be considered inadequate. The proposal must comprehensively explain how Offeror proposes to comply with the applicable requirements, including a full explanation of the techniques and procedures Offeror proposes to follow. All information submitted shall be current, specific, complete, and meet the requirements of the solicitation.

1.5 Offeror’s proposal shall be based on a base term of 2 years, 6 months, with four 1-year priced incentive terms to extend the contract for a maximum period of six years, six months.

1.6 For Bidding/Proposal purposes, the estimated date of contract award is 1 October 2010.

1.7 The Qualifying Criteria Proposal shall be organized in tab format in the order listed in Section L and IAW 1.14.

1.8 Technical/Management Proposal (Volume II) shall be prepared in accordance with the instructions in 1.14 (Proposal Submission Requirements). Proposals shall include necessary information to enable the evaluators to form a definitive conclusion concerning the Offeror’s demonstrated understanding in performing the required support services. The Offeror shall describe in the technical proposal any new or innovative methods, techniques, and process improvements that are proposed and how those methods, techniques, technologies, and process improvements will increase effectiveness and efficiencies, and impact the completion of the functional activities presented in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management (ITSM).

1.9 Past Performance Information (Volume III) shall be prepared in accordance with the instructions in 1.14 (Proposal Submission Requirements).

1.10 Cost/Price Proposal (Volume IV) shall be prepared in accordance with the instructions in 1.14 (Proposal Submission Requirements).

1.11 Submit clearly marked proposals to:

USSOCOM, SORDAC-KH

7701 Tampa Point Blvd.

MacDill AFB, FL 33621-5323

1.12 The matrix below provides a crosswalk between Section L requirements and Section M evaluation factors:

Section L to Section M Crosswalk

Section L Instruction Section M Evaluation Factor / Subfactor Section L, Volume I – Qualifying Criteria Section M, M.1.2 - Qualifying Criteria Overview

I-A – Offer Profile and Performance Capabilities All

I-B – Top Secret Facility Clearance M.1.3.1 Facility Clearance

I-C – Contract Forms and Certifications M.1.3.2 Contract Forms and Certifications

I-D – Approved Accounting System M.1.3.3 Approved Accounting Systems

I-E - Small Business Subcontracting Plan and Small Business Participation

M.1.3.4 Small Business Subcontracting Plan

I-F – Total Compensation Plan 52.222-46 -- Evaluation of Compensation for Professional Employees

Section L, Volume II – Technical / Management Proposal Section M, M.1.3 – FACTOR 1 – Technical / Management II-A – Overview of Technical Proposal All

II-B – Operational Integration M.1.4.1 Subfactor 1 - Operations & Integration Support

II-C- Integration Approach (Management Focus)

II-D – Service Strategy M.1.4.2 Subfactor 2 – Service Strategy and Design

II-E – Service Design

II-F – Service Implementation M.1.4.3 Subfactor 3 – Service Implementation, Operation, Continual Improvement and Information Assurance Coordination

II-G – Service Operation

II-H – Continual Service Improvement

II-I – Information Assurance Coordination

II-J through P – Service Area Management M.1.4.4 Subfactor 4 – Service Area Management

II-Q – Service Desk Services Operation M.1.4.5 Subfactor 5 – Service Desk Operation

II-R – J6/CIO and Component CIO Support Services M.1.4.6 Subfactor 6 - J6/CIO and Component CIO Support

II-S – Management Plan M.1.4.7 Subfactor 7 –Management Plan, Team Organization, Key Personnel, and Professional Development

II-T – Offeror Team Organization and Staffing Structure

II-U – Key Personnel Resumes

II-V – Professional Development

II-W – Quality Control Plan (QCP) M.1.4.8 Subfactor 8 – Quality Control

II-X – Transition Planning M.1.4.9 Subfactor 9 –Transition Planning

Section L to Section M Crosswalk

Section L Instruction Section M Evaluation Factor / Subfactor Section L, Volume III – Past Performance Information Section M, FACTOR 2 – Past Performance III-A – Reference Data and Relevant Experience M.1.5 FACTOR 2 – Past Performance

Volume IV – Cost / Price Proposal IV-A – Overview and Explanatory Narrative / Notes

M.1.6 – FACTOR 3 – Cost / Price

IV-B – CPIF CLINs 0001, 1001, 1002, 2001,2002, 3001, 3002, 4001, 4002, 5001, 5002, 6001, 6002 and 7008 – Other Than Cost and Pricing Data Costs for all Service Areas

IV-C – FFP CLINS 1004, 1005, 2004, 2005, 3004, 3005,

4004, 4005, 5004, 5005, 6004, and 6005

IV-D – FFP CLINs 1003, 2003, 3003, 4003, 5003, and

1.13 Offerors shall submit proposal in electronic format on CD-ROM. Each Volume shall be submitted on separate CD-ROMs. Offerors shall submit three copies of each CD-ROM. The Offeror shall also provide one original and four printed and bound copies of each volume. Each Offeror shall organize and submit its proposal (and any resulting responses to Evaluations Notices (ENs)) described as follows:

Format Requirement

Description

Formats Electronic copies: Must be provided on compact disks, read-only memory. Microsoft Office 2007 presentation and spreadsheet products are required. Any changes, as a result of discussions, will be conformed into a compact disk and have changed information clearly marked by a vertical line in the right margin.

Electronic format: Written documents – MS Word (2007); Spreadsheets – MS Excel (2007);

Project Plans/Schedule – MS Project.

Hard paper copy: 8 ½ x11inch paper A page is defined as one side of a sheet, 8 ½” x 11”, one and one half spaced with at least one inch margins on all sides.

Single spacing may be used for graphics and charts with limited text.

Font size shall be uncompressed Times New Roman, in no smaller than 11 point for text.

Font size shall be Times New Roman or Arial, in no smaller than 8 point for text Spreadsheets, tables, and graphics.

Page Limits Page limits specified for each section shall be treated as maximums. Pages beyond the limit will not be evaluated. When both sides of a sheet display printed material, it shall be counted as 2 pages. Foldouts shall be counted as 2 or more pages. Included in the page count are separate pages providing graphics, charts, illustrations, and pictures. Title pages, table of contents, section dividers, and cover pages will not count in page limits and will not be evaluated.

Page/Section Numbering

Offeror’s shall use a standard page numbering system to facilitate proposal references. Pages shall be dated and numbered sequentially by volume. Number consecutive pages within sections. Legible tables, charts, graphs and figures shall be used when necessary to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible and shall not exceed 11 by 17 inches in size. Foldout pages shall fold entirely within the volume.

Binding All proposal volumes must be in three-ring binders. The pages in the binders shall be easily removed and replaced to facilitate page changes.

1.14 Proposal Submission Requirements:

The following table provides an overview and page limit of the required volumes for the Offeror’s proposal.

Volume, Title, and Description Page Limits Volume I – Qualifying Criteria No limit I-A – Offeror Profile and Performance Capabilities.

The Offeror shall submit a summary description of the significant attributes of the Offeror’s capabilities and its proposal, including:

• Company Name

• Headquarters location

• Date founded

• Company Ownership

• Fiscal Revenue for 2008 / 2009

• % of revenue derived from outsourced managed IT services

• Number of years providing the proposed services

• Number of employees dedicated to providing the proposed services

• Locations in the USA (city and state)

• International locations (city and country)

I-B – Top Secret Facility Clearance.

The Offeror shall provide evidence that they possess a Top Secret Facility Clearance as accredited by the Defense Security Service (DSS).

I-C – Contract Forms and Certifications.

The Offeror shall include the following data in Volume I in the format indicated. Designate on the volume cover which proposal package contains the original, executed copy of the

RFP.

• Section 1 – A one-page proposal cover letter or proposal cover page (include names, office phone and facsimile numbers and if applicable, cell phone numbers, and e-mail addresses for proposal points of contact).

• Section 2 – A complete copy of this RFP with the original signature of an official authorized to contractually bind the Offeror in block 17 of the SF 33. The Offeror must complete the following sections within the RFP:

o Part I, Section A (SF 33, Block 17).

o Part IV, Section K, Representations, Certifications and other Statements of

Offeror

I-D – Approved Business Systems.

The Offeror shall provide valid documentation from DCMA, DCAA, or other Federal Audit Agency for the Offeror’s approved accounting system. The Offeror shall provide either a copy of the results from the latest approved purchasing system review by the cognizant DCMA or an explanation as to why they do not have a recent approval (within the last 3 years from date of the issuance of this RFP)

I-E – Small Business Subcontracting Plan and Small Business Participation.

In accordance with FAR 19.702 Offerors, other than small business concerns, shall submit a small business subcontracting plan. The Plan shall include subcontracting goals that meet or exceed the minimum goals each of the categories stated in the table below. The plan shall describe the Offeror’s approach to meeting the proposed plan goals.

Category Minimum Goal* Small business 30% Small disadvantaged 9% Woman owned 2% HUBZone 1% Service Disabled Veteran Owned 3%

* Percentage of subcontracted dollars

Offerors shall highlight how they plan to utilize AbilityOne firms in their Small Business Subcontracting Plan.

I-F – Total Compensation Plan The Contractor shall Submit a Total Compensation Plan in accordance with 52.222-46 Evaluation of Compensation for Professional Employees.

Volume II – Technical/Management Proposal 100 pages II-A – Overview of Technical Proposal.

Submit a summary that describes the significant attributes of the proposal. Discuss the primary outcomes USSOCOM can expect as a result of the Offeror’s approach, including, but not limited to:

• The tangible and measurable benefits USSOCOM could reasonably expect as a result of the Offeror’s technical approach.

• A summary and associated statistics on productivity improvements achieved through improvement of processes and how these will benefit USSOCOM.

• Processes for transferring Offeror’s knowledge about process capability to USSOCOM to improve USSOCOM internal process capability.

II-B – Operational Integration.

• Describe the approach to integrating IT operations to meet operational requirements resulting in increased efficiency and effectiveness.

• Describe the approach to interacting with USSOCOM Mission Stakeholders

(executives and end-users) in order to gather, prioritize, and refine requirements.

• Describe the Offeror’s recommended ITMO structure and how the Offeror’s proposed Governance structure will interact with the recommended ITMO structure.

II-C –Integration Approach (Management Focus).

• Describe the approach to integrating with the USSOCOM SITEC ITMO and J6/CIO

Management Team.

• Describe the approach to integrating with other USSOCOM Headquarters organizations such as SORDAC.

• Describe the approach to integrating with other USSOCOM Component and Theater

Special Operations Command (TSOC) organizations.

• Describe the approach for coordinating with government and commercial third-party service providers.

II-D – Service Strategy.

• Describe the approach to managing the SITEC service strategy and each of the sub-elements as specified in the contract Attachment entitled Performance Work

Statement, USSOCOM Information Technology Service Management, including defining, implementing, and managing service level agreements (SLAs) and operating level agreements(OLAs) for all IT services and between all IT service area providers.

• Provide a summary of the Offeror’s plan to comply with the provider service strategy roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management in the management and delivery of these services.

II-E – Service Design.

• Describe the approach to managing the SITEC service design and each of the sub-elements as specified in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider service design roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management in the management and delivery of these services.

II-F – Service Implementation.

• Describe the approach to managing service implementation and each of the sub-elements as specified in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider service implementation roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management in the management and delivery of these services.

II-G – Service Operation.

• Describe the approach to managing service operation and each of the sub-elements as specified in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider continual service design roles and responsibilities detailed in the contract Attachment entitled

II-H – Continual Service Improvement.

• Describe the approach to managing Continual Service Improvement and each of the sub-elements as specified in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider continual service improvement roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service

II-I – Information Assurance Coordination

• Describe the approach to managing service operation and each of the sub-elements as specified in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider information assurance coordination roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service

II-J through P – Service Area Management.

• For each of the following sections, the Offeror shall describe the approach to managing service delivery of each Service Area and associated sub-elements as specified in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider service design roles and responsibilities detailed in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management in the management and delivery of these services.

• Summarize any new, unique, or innovate aspects for managing and delivering support within each service area, including tools, techniques, methodologies, frameworks, approaches, etc.

Part II-J – Enterprise IT Service Desk Services Management Part II-K – Data Center Services Management Part II-L –Distributed Computing Services Management Part II-M – Enterprise Network Services Management Part II-N – Applications Management (including SDLC) Part II-O – Specialty Services Management Part II-P – C4I Production Services Management

II-Q - Service Desk Services Operation.

• Describe the approach to providing service delivery of USSOCOM’s service desk services to meet USSOCOM requirements for consistent high-availability, reliability, scalability, and secure IT service environment. Address each of USSOCOM’s IT service requirements for each of the sub-elements as specified in the contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider service desk roles and responsibilities detailed in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management in the management and delivery of these services.

II-R – J6/CIO and Component CIO Support Services.

• Describe the approach to providing J6/CIO and Component CIO Support Services service delivery to meet requirements for CIO/J6 Information Assurance (IA) process adherence and overall performance, CIO/J6 IA system infrastructure and Service Component CIO Enterprise Architecture (EA) process adherence and overall performance. Address each of USSOCOM’s IT service requirements for each of the sub-elements as specified in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Provide a summary of the Offeror’s plan to comply with the provider CIO support services roles and responsibilities detailed in contract Attachment entitled

II-S – Management Plan.

Provide a detailed management plan that clearly articulates a solid understanding of the Government requirements. Explain the high-level processes and methodologies used to establish and manage the ongoing management structure, processes, and service delivery requirements described in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management, including commonly used by the Offeror, addressing, but not limited to, the following:

• Contract Management Describe the proposed approach for managing requests for new development/enhancement activities and/or services in accordance with guidelines identified in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

• Communications Strategy Identify and describe the process for communicating status, issues, risks, performance, and other contract and management related matters.

• Risk Management

Identify and describe known and potential risks, mitigation strategies and methods, including approach for managing a diverse workforce that is globally located, geographically separated, and primarily located within Government facilities.

• Resource Management Identify the approach for Resource Management, including request and fulfillment management for globally dispersed end-users across multiple work orders and multiple contractors, while optimizing performance, efficiency, and oversight management.

• Teaming Arrangements Specify roles that will be filled by teaming partners and subcontractors and those that will be filled by contractor employees, including the following for each intended teaming partner and subcontractor:

o Name of each teaming partner or subcontractor o Ownership o Date founded o Headquarters location o Number of employees o Products or services to be provided o Experience in performing the proposed services o Brief description of projects on which Offeror has previously worked with proposed teaming partner or subcontractor

• Describe specific Government furnished information (GFI) requirements.

II-T – Offeror Team Organization and Staffing Structure.

• Describe the proposed team staffing approach for fulfilling USSOCOM’s requirements, including processes to recruit, hire, and retain personnel with the skills and security clearances required to meet the Government’s requirements.

• Describe the proposed team organizational structure, including key executive team roles and reporting structure and organization chart.

• Provide a detailed roles and responsibilities matrix of the team members.

• Describe coordination activities among team members and how the team will engage with USSOCOM.

• Describe ability to access and retain highly specialized skill sets for long-term support and for short periods of time (surge and flex) and approach to provide skilled personnel at geographically separated sites.

• Describe technologies and tools that will be used to effectively manage the work.

• Describe the approach for team member incentive programs that are being tied to

USSOCOM satisfaction with Offeror’s proposed solution.

• Identify quality certifications the Offeror holds and which process development and management standards that have been adopted and are utilized to deliver its services.

For certifications that apply to an enterprise, provide certification type, level attained, and date achieved. For certifications that are awarded to individuals, provide certification type, level achieved, number of certified personnel, and year achieved.

• Certification achievement for contractor company (add/edit list as needed)

Item # Certification Type and Level Achieved Date Achieved

(MM/YY)

1. SEI CMM

2. SEI CMMI-DEV

3. SEI CMMI-SVC

4. COBIT

5. ISO/IEC 20000

6. ISO/IEC 27000

7. ISO/IEC 12207

8. ISO/IEC 15504

9. P-CMM level 3

10. Other (please list)

• Certification achievement for contractor personnel (add/edit list as needed)

Item # Certification Type and Level Achieved # Certified Personnel

Year(s) Achieved

1. ITIL

2. PMI / PMP

3. COMP TIA A+

4. COMP TIA Security +

5. Comp TIA Network

6. SSCP

7. CISSP

8. Other (please list)

9. ITIL v2 Service Manager with V2 to V3 Bridging

10. ITIL v3 Managing across the Lifecycle

II-U – Key Personnel Résumés.

Submit resumes of up to 2 pages for each of the positions the Offeror considers to be “key personnel” to meet USSOCOM requirements; Offeror must include at a minimum the following key personnel functions:

• Contract/Financial Manager

• Program Manager

• Transition Manager

• Integration Manager *

• Technical Points-of-Contact for each of the identified SIE IT Service Areas

• Service Desk Manager

Résumés shall address duties, education and experience with regard to the position proposed.

Résumés shall be submitted along with letters of commitment for any proposed key personnel not currently employed by the Offeror, its teaming partners, or subcontractors. (Letter of commitment does not count against the 2-page limit on resumes)

* This position will be responsible for handling and coordinating IT service provider integration to develop and maintain a cohesive, collaborative IT service delivery team.

Note: At least one of the above résumés must include an individual who has received, within the last twelve months, an ITIL Manager’s Certification in:

- ITIL v2 Service Manager with V2 to V3 Bridging, OR

- ITIL v3 Managing across the Lifecycle

Résumés do not count against the page limits for Volume

II

II-V – Professional Development.

• Describe training policies

• Summarize professional certification standards

• Describe succession planning methodology and annual turnover rates

II-W – Quality Control Plan (QCP).

• Submit a QCP that maps to the proposed performance measures and will enable monitoring, verifying and evaluating the level of compliance with the adopted processes, standards and procedures for all service areas.

• Discuss the Offeror’s internal quality approach demonstrating clear lines of responsibility and authority for controlling, reporting, and reviewing performance outputs and outcomes.

• Discuss measures the Offeror will take to make any required changes or corrections to address performance-related issues for all service areas. Discuss Offeror’s approach for Performance Management and reporting related to the services to be provided to USSOCOM, as well as its approach to SLA and OLA/ACA establishment and management across multiple contractors, while optimizing efficiency and effectiveness of service delivery.

• Discuss the performance measurements, metrics, and incentives/disincentives that are stated in the RFP/contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

II-X –Transition Planning.

The Offeror shall provide a Transition Plan demonstrating sound business practices, processes, and expertise, including the following:

Transition In

• Describe how the operations supporting USSOCOM will evolve throughout the first year of support to realize the goal of operational excellence.

• Describe the transition plan for “ramping up” full operational support based on your proposal and WBS elements including:

o Transition Planning o Transition Execution o Stabilization and Post-Transition Review o Migration of existing task order efforts to new service providers

• Provide details of the Offeror’s plan to meet transition security requirements (facility and personnel), as well as its proposed procedures and policies, risk mitigation techniques, flexibility, resources, and experience which will clearly demonstrate the Offeror’s complete understanding of the requirements and its team’s ability to successfully execute an organized, seamless, and timely contract phase-in.

Knowledge Transfer

• Describe the approach for knowledge transfer to USSOCOM personnel. Describe related documentation, presentations, and other knowledge transfer techniques that will be used.

Transition In Project Plan (Gantt Chart - no page limit – not counted against volume page limits)

• Provide details of the Offeror’s transition plan and management approach that clearly articulates the Offeror’s ability to plan and execute a timely and seamless phase-in of all of its proposed services leading to assumption of full basic contractual responsibility.

• Provide a detailed project plan with Level 4 Work Breakdown Structure that includes all transition steps and milestones from contract award through to full operational activities (Assume an award date of 1 October 2010).

• Cross-reference to the technical approach work breakdown structure, and show all critical tasks and performance dependencies in a Gantt chart.

• Provide a detailed Roles and Responsibilities Matrix for use during the transition period.

• Identify USSOCOM and Incumbent contractor required resources.

Transition-Out Planning and Execution (End-of-Contract)

• Describe the approach to assist USSOCOM in transitioning to another services provider at contract end-of-life.

• Provide details of the Offeror’s transition plan and management approach that clearly articulates the Offeror’s ability to plan and execute a timely and seamless phase-out of all of its proposed services leading to assumption of full basic contractual responsibility.

• Provide details of the Offeror’s plan to meet transition security requirements (facility and personnel), as well as its proposed procedures and policies, risk mitigation techniques, flexibility, resources, and experience which will clearly demonstrate the Offeror’s complete understanding of the requirements and its team’s ability to successfully execute an organized, seamless, and timely contract phase-out.

Quality Control Processes

• Describe the process and methodology for ensuring consistently high quality services and support through the transitional phase.

Transition Services Deliverable Documentation

• Provide a description of the documentation that will be developed during the transition period and delivered to USSOCOM, including items such as operations procedure manuals, escalation procedures, OLA structures, etc.

Volume III –Past Performance Information 25 pages

III-A – Reference Data and Relevant Experience.

• Contents. The Offeror shall submit a Past Performance Proposal (Volume 3) containing the following:

1. Table of Contents

2. Summary Page describing the role of the Offeror and each subcontractor, teaming partner, and/or joint venture partner

3. Past Performance Information Sheets

4. Completed SF 294/295 (not included in page limitation)

• Past Performance Information Sheets.

Submit information on contracts you consider most recent and relevant in demonstrating your ability to perform the proposed effort.

1. The Offeror shall submit a maximum of five Past Performance Information

Sheets identifying active or completed contracts, either Government or commercial

2. The Government defines “recent” as contracts that have been performed during the past three years from the date of issuance of this solicitation.

3. The Government defines “relevancy” as how closely a past performance reference compares to USSOCOM’s support requirements in regards to overall organizational size, technical scope, geographic complexity, and extent of the services provided by the Offeror to the reference customer

4. Past Performance Information Sheets for each contract is limited to five pages

5. Offerors are cautioned that the Government may use the information provided by each Offeror in this volume and information obtained from other sources for the overall evaluation of past and present performance.

6. The Government requires the Offeror to provide references including current Points of Contact (POCs) for each contract identified. Contact information for each POC and reference shall include both a telephone number and email address.

Past Performance Information sheets shall include specific information for each effort regarding experience in accordance with the following areas outlined below.

NOTE: If the experience in the following areas was not required under the referenced contract, the Offeror shall also indicate that it is not applicable or relevant on the information Sheet. Offerors should clearly describe:

1. Program management experience

2. Key management personnel expertise

3. Management of the major functional requirements as outlined under contract

Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management

4. Management of a geographically diverse workforce located in both Government and contractor facilities

5. Management of multiple task orders and efforts to minimize layers of management and oversight

6. Management of multiple subcontractors

7. Ability to work in an integrated team environment.

8. Performance in recruiting, hiring, training, and retaining personnel in similar environments including access highly specialized skill sets and Subject Matter Experts (SMEs) for both short and long term requirements

9. Management approach used in providing personnel at local, offsite, and geographically separated locations

10. Experience in accessing internal and external team resources that were necessary to provide support for unique requirements to include security requirements similar to those contained herein

Volume IV – Cost/Price Proposal No page limit IV-A – Overview and Explanatory Narrative/Notes.

• Offeror shall submit supporting information required to evaluate prices. Offers should be sufficiently detailed to demonstrate their reasonableness.

• The burden of proof for credibility of proposed costs/prices rests with the Offeror.

Compliance with these instructions is mandatory and failure to comply may result in rejection of your proposal.

• Offerors must include represented costs for on-site and off-site work-related activities.

• Offeror must identify and fully describe ALL pricing assumptions.

• Offeror must specifically identify any required or assumed Government investment based on your technical/management approach.

• Offeror must include the Administrative Contracting Officer’s name, address, and phone number.

Part IV-B: CPIF CLIN’s 0001, 1001, 1002, 2001, 2002, 3001, 3002, 4001, 4002, 5001, 5002, 6001, 6002 and 7008- Other than Cost and Pricing Data Costs for all Service Areas.

• The pricing proposal shall include a target cost, target fee, minimum fee, maximum fee and share ratio for each CPIF CLIN.

• The pricing proposal shall include a breakout of all cost in the format provided in the pricing matrix. The estimated cost shall include:

1. Proposed Labor Categories

2. Rates and Hours proposed for each category

3. A breakout of the proposed overhead rates

4. Any other direct cost and overheads used to formulate the Offerors cost estimate

Use contract Attachment entitled Pricing Matrix

Table IV-C FFP CLINS 1004, 1005, 2004, 2005, 3004, 3005, 4004, 4005, 5004, 5005, 6004, and 6005.

• The pricing proposal shall include fixed unit prices for CLINs, 1004, 1005, 2004, 2005, 3004, 3005, 4004, 4005, 5004, 5005, 6004, and 6005.

• The proposal shall include the premium pricing for “Silver” and “Gold” users with incremental prices per user for CLINs 1004, 1005, 2004, 2005, 3004, 3005, 4004, 4005, 5004, 5005, 6004, and 6005.

Use contract Attachment entitled Pricing Matrix

Part IV-D: FFP CLINS 1003, 2003, 3003, 4003, 5003, and 6003.

• The Offeror shall complete contract Attachment entitled Service Desk Pricing. The

Offeror shall provide monthly prices for all ranges specified.

Use contract Attachment entitled Service Desk Pricing

Part IV-E: Cost CLINs 1006, 2006, 3006, 4006, 5006, and 6006.

• The Estimated Direct cost for each Travel CLIN (1007, 2007, 3007, 4007, 5007, and

6007) is $40,000. This cost will be used to calculate each Offeror’s total contract price for evaluation.

Note: Estimated cost for each Offeror Cost CLINs will be based on the Government estimate for each CLIN therefore the Offeror is not required to submit cost data for the cost CLINs.

d

5652.209-9002 Use of Contractor Support/Advisory Personnel for Review of Proposals (2005)

The offeror’s attention is directed to the fact that contractor consultants/advisors, as identified below, to the Government will review and provide support during proposal evaluations. When appropriate, non-government advisors may have access to offeror’s proposals and may be utilized to objectively review a proposal in a particular functional area and provide comments and recommendations to the Government’s decision makers. They may not establish final assessments of risk, rate or rank offerors’ proposals. All advisors shall comply with the Procurement Integrity Act and shall sign Non-Disclosure and Rules of Conduct/Conflict of Interest statements. The Government shall take into consideration requirements for avoiding conflicts of interest and ensure advisors comply with safeguarding source selection and proprietary data. Submission of proposal in response to the solicitation constitutes approval to release the proposal to Government support contractors.

Support Contractors (Consultants/Advisors)

Gartner, Inc.

(end of clause)

SECTION M - EVALUATION FACTORS FOR AWARD

The following have been modified:

EVALUATION FACTORS FOR AWARD

Section M - Evaluation Factors for Award

M.1 Introduction: This section outlines the criteria the Government will use in evaluating the Offeror’s capabilities and proposal for SITEC. The Government will compare each Offeror’s capabilities and proposal elements against the evaluation criteria related to the Government’s requirement defined herein. This is a competitive, best value, source selection using a tradeoff process that will be conducted in accordance with Federal Acquisition Regulation (FAR) Part 15.3 and Defense Federal Acquisition Regulation Supplement (DFARS) Part 215.3.

M.1.1 Basis of Award: This is a best value source selection conducted in accordance with the Federal Acquisition Regulation. The Government will select the best overall offer, based upon an integrated assessment of offerors' technical/management capabilities, past performance assessment, and cost. For a proposal to be eligible for award the Offeror must: be deemed responsible in accordance with the FAR, meet all technical requirements of the solicitation, conform to all required terms and conditions, and include all required representations/certifications. An evaluation will be made of each Offeror's proposal resulting in an integrated assessment of the factors set forth below.

Proposals that are unrealistic in terms of technical/management, cost/price, or schedule commitments may be rejected. To arrive at a best value decision, the source selection authority (SSA) will integrate the source selection team's input, and then assess each offer in accordance with the evaluation factors and subfactors (described below).

The Government reserves the right to award a contract to other than the lowest price Offeror after consideration of all factors. The Government contemplates the award of a single contract; however, the Government reserves the right to make no award if no proposals meet the requirements of the solicitation.

M.1.2 Evaluation: The Government will evaluate proposals received against the factors contained herein (Qualifying Criteria, Technical/Management, Past Performance, and Cost/Price). The Government will evaluate Qualifying Criteria (Volume I) on a pass or fail basis. The Government will use a color rating technique to evaluate Technical Criteria/Management Criteria (Volume II). The Government will evaluate relevant Past Performance (Volume III) and determine the level of confidence in the Offeror’s ability to successfully perform the required effort based on relevant past and present past performance. The Government will not use a color rating to evaluate the Cost/Price Proposal (Volume IV)

The evaluation factors for this solicitation are listed in their relative importance (descending order) below. The Technical/Management, and Past Performance factors, when combined, are significantly more important than Cost.

Factor 1: Technical/ Management

Factor 3: Past Performance

Factor 3: Cost

Technical/Management subfactors, are equal in importance. Subfactor ratings roll up into an overall rating for each of the factors. The offered prices under Cost/Price Proposal will be evaluated separately.

The Government will evaluate risk as an integral part of each evaluation of the Technical/Management Factor. The Government’s assessment of risk will be based on whether the information provided demonstrates that the Offerors performance will most likely result in success or failure. Risk will be included in the final evaluation for the Technical/Management factor and will not be evaluated as a separate factor. As part of this risk evaluation, the Government may take into consideration the potential effect that any or all caveats, exceptions, and assumptions that are stated in Offeror’s proposal may have on the capability, completeness, and appropriateness of the proposed solution to fulfill the contract requirements.

Table 1 below provides an overview of the Evaluation Categories and Factors.

Table 1. Evaluation Categories and Factors

Evaluation Category Factor

Qualifying Criteria

Technical/Management Factor 1

Operational Integration and Integration Approach Subfactor 1

Service Strategy and Service Design Subfactor 2

Service Implementation, Operation, Continual Improvement, and Information Assurance Coordination

Subfactor 3

Service Area Management Subfactor 4

Service Desk Operation Subfactor 5

J6/CIO and Component CIO Support Subfactor 6

Management Plan, Team Organization, Key Personnel, and Professional Development

Subfactor 7

Quality Control Subfactor 8

Transition Planning Subfactor 9

Past Performance Factor 2

Evaluation Category Factor

Cost/Price Factor 3

M.1.3 Qualifying Criteria Overview: Information submitted for the qualification criteria will be evaluated to determine if the Offeror is eligible for award.

M.1.3.1 Facility Clearance. The Offeror provides proof of a Top Secret Facility Clearance as accredited by the Defense Security Service (DSS).

M.1.3.2 Contract Forms and Certifications. The Offeror validates eligibility for a government contract based on the Offeror’s responses to the representations, certifications, all contract forms, and other statements required by the RFP. All Contract Forms, Representations, and Certifications are completed as required.

M.1.3.3 Approved Business Systems. The Offeror provides valid documentation from DCMA, DCAA or other Federal Audit Agency that they have an approved accounting system for operating Government cost type contracts to be considered for award.

M.1.3.4 Small Business Subcontracting Plan: The Offeror provides a Small Business Subcontracting Plan that meets the minimum requirements in FAR Part 19.704 addressing every subpart (a) (1) through (a) (11) and minimum goals stated in section L. This plan will become part of any resultant contact award as an attachment.

M.1.4 FACTOR 1 – Technical/Management: Under the Technical/Management Factor, the Government will evaluate the Offeror’s overall approach and expressed capabilities for providing the IT service management and integration services across all IT Service Areas, as well as its ability to manage the day-to-day operations delivery and support the IT services environment for each individual IT Service Area. Evaluation of this factor shall focus on the strengths, weaknesses, and risks of the Offeror’s proposal, as well as a demonstrated historical capability of engagements of similar size and complexity. The Government will roll up the subfactor ratings into an overall rating for this factor. Note that if an Offeror’s proposal demonstrates a material failure to meet a Government requirement, it is a deficiency in the Offeror’s proposal.

M.1.4.1 Subfactor 1 – Operational Integration and Integration Approach: The Government will evaluate the Offeror’s approach to supporting USSOCOM IT operations and its strategy for assisting USSOCOM in establishing and operating an USSOCOM IT Management Office (ITMO). The evaluation will include an analysis of how the Offeror intends to ensure integration of USSOCOM Headquarters (in particular SORDAC and J-6), Component and TSOC organizations. Evaluation will also incorporate Offeror’s operational efficiency and effectiveness improvement plans, as well as plans for interacting with USSOCOM mission stakeholders in gathering, clarifying, and refining USSOCOM mission requirements.

M.1.4.2 Subfactor 2 - Service Strategy and Service Design: Under this subfactor, the Government will evaluate the Offeror’s Technical approach for developing and supporting the USSOCOM service strategy, and service design activities detailed in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management to meet USSOCOM expectations for a consistent high-availability, reliable, scalable, and secure IT service environment. The Government will also evaluate the Offeror’s plan for accomplishing the required roles and responsibilities detailed in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.

M.1.4.3 Subfactor 3 - Service Change, Operation, Continual Improvement, and Information Assurance Coordination: Under this subfactor, the Government will evaluate the Offeror’s Technical approach to managing service changes, operations, continual service improvement, and information assurance coordination. These requirements are described in contract Attachment entitled Performance Work Statement, USSOCOM Information Technology Service Management.