Atch_7_SMEP_Amend_04_PENDING.pdf

H92222-14-R-0020-0004 Attachment 7 Rev 3

Additional Instructions to Offerors

Senior Military Engagement Program Sub-factor 2.2

H92222-14-R-0020

Attachment 7 Revision 3

Background: This instruction to offerors gives additional instructions for preparation of the proposal in support of the Senior Military Engagement Program (SMEP) Performance Work Statement (PWS).

H92222-14-R-0020 Attachment 7 includes the following: ITO, PWS, DD254 w/Addendums

GENERAL INFORMATION

Due Date of Proposals: IAW H92222-14-R-0020; L1.4

Period and Place of Performance: The anticipated start for this effort is 01 June 2015. Period of Performance: Base year, plus 4, 1-year options. Performance is off-site.

Base Year 01 June 2015 – 31 May 2016 Option Year 1 01 June 2016 – 31 May 2017 Option Year 2 01 June 2017 – 31 May 2018 Option Year 3 01 June 2018 – 31 May 2019 Option Year 4 01 June 2019 – 31 May 2020

Historical Labor Requirements: This represents a new requirement under SWMS Group A.

INSTRUCTIONS

All offerors are to submit their proposals for this SMEP task order IAW H92222-14-R-0020 and these instructions.

1. Task Order Proposal Sub Factor 2.3: Submit a technical proposal IAW H92222-14-R-0020

Section L2.3.

a. The Task Lead is considered Key Personnel; provide a resume IAW L2.3.1.

b. All security requirements shall be IAW the DD254 and PWS.

2. Price/Cost Factor 4: Submit a TO price proposal IAW H92222-14-R-0020 Section L-4.

a. Offerors shall propose a Firm Fixed Price (FFP) to develop, deliver, and distribute all of the publications as outlined in the PWS.

b. Include the price for the basic and all option periods. The FFP shall include all labor, material, and travel costs required to provide these services.

Evaluation: The task order evaluation will be IAW H92222-14-R-0020 M2.3. The TO price evaluation will be IAW H92222-14-R-0020 M2.5.

Basis for Task Order Award: The basis for award will be IAW H92222-14-R-0020 M3.3.

SOCOM Wide Mission Support (SWMS) Group A Senior Military Engagement Program (SMEP)

Performance Work Statement

1. DESCRIPTION OF ORGANIZATION REQUIRING SUPPORT

1.1 USSOCOM J39- Military Information Support Operations (MISO) requires the planning, development, production and dissemination of branded, commercial-quality, senior military engagement (military-to-military) publications, delivered quarterly, along with other collateral media products in support of the Geographic Combatant Commands’ (GCCs) efforts to communicate directly with foreign military target audiences with messages supporting U.S. goals, objectives, interests, and theater security cooperation strategies.

1.2 The SMEP is a military engagement program in which the GCCs produce targeted media and, as directed by the USG, produce other collateral print media such as special editions, calendars, inserts, and brochures. The primary purpose of the program is to support GCC Regional and Theater Strategic operational objectives. The contractor will produce and disseminate products to audiences in GCCs. Specific target audiences vary by product and are defined by the GCC and are validated by the J39 during the planning phase of product development. Because the program coordinates content across all Areas of Responsibility (AORs) and program products, it requires an understanding of highly complex cultural nuances of intended audiences. SMEP is a GCC effort focused on regional objectives; however, the program is synchronized by USSOCOM and integrated with the GCCs to achieve desired effects.

As the USSOCOM lead for the SMEP program, J39 partners with the GCCs to support the production and distribution of targeted products. This program is designed to achieve classified objectives as outlined in the Theater Security Cooperation plans and approved MISO Programs.

The branded family-of-products include: Africa Defense Forum published by USAFRICOM;

Asia Pacific Defense Forum published by USPACOM; per Concordiam published by the George C. Marshal European Center for Security Studies; and UNIPATH magazine published by

USCENTCOM.

1.3 TASK PURPOSE AND OVERALL OBJECTIVE: The objective of this task order is for the contractor to develop publication content, publish deliverables specified in 3.0 (DELIVERABLES), and distribute the deliverables per government furnished subscriber lists.

2. SPECIFIC REQUIREMENTS

2.1 Task Lead: Due to the size and complexity of this requirement the Government will require a single point of contact from the contractor, normally referred to as a Task Lead to ensure contractor support is received across all Directorates throughout the period of performance and allow for contractor flexibility and movement of personnel based on changing priorities. The Task Lead is considered Key Personnel in accordance with contract clause 5652.237-9001 and is expected to:

2.1.1 Be responsible for handling the day-to-day management and administration of project tasks.

2.1.2 Assign contractor staff responsibilities and supervise all contractor staff efforts.

2.1.4 Utilize, control and redirect available resources as necessary to complete tasks in accordance with scheduled milestones for deliverables and execution requirements, perform quality checks of all work products.

2.1.5 Be available to interact with the Government Contracting Officer Representative (COR) and any appointed Contracting Officer Technical Representatives (COTR, or TR) at a Government facility approximately 30 hours per week to present interim results, discuss concerns, and ensure total product/service satisfaction.

2.2 Schedules and Theme Development. Due to variations in GCC staffing processes, the Contractor shall assume publication of existing branded magazine products on the production timelines stated in paragraph 3.0 (DELIVERABLES) of this SOO. The contractor shall jointly document with the Government the themes to be used on the applicable product(s), and the date the production timelines will start.

2.3 Cultural Relevance. The contractor shall work closely with the USSOCOM J39 to develop the relationships necessary to understand the cultural nuances of the targeted populations and identify key regional voices or messengers who resonate with the target audience.

2.4 Creative Design. The contractor shall provide appropriate photo illustrations, photos or other culturally relevant art and informational graphics to enhance content.

2.5 Key Leader Engagement Support. The contractor shall provide UNIPATH key leader engagement team support by assisting, planning, and coordinating in advance of and after senior leader meetings, including a back brief to determine if UNIPATH was used. The support is to be provided at CENTCOM Headquarters, MacDill AFB.

2.6 Translations and Resonance. The contractor shall provide all content in specified multiple languages and ensure it meets the designated target audience language format as outlined in the planning process and ensure translations are grammatically and culturally accurate. Additionally, the contractor shall provide translations by translators, who are certified by the American Translators Association, possess ISO 9001 Bureau Veritas Certification, or equivalent translation proficiency.

2.7 Deliverables Format. The contractor shall provide an HTML coded digital version of each quarterly magazine and provide the J39 a copy of each product in a PDF or other digital format approved by the Government along with a minimum of five print versions of each completed magazine.

2.8 Email Communication. The contractor shall provide the capability for the Government to send and receive e-mail on behalf of the magazines from an e-mail server that is accessible from the Government network. The current domain names are: adf-magazine.com, apdf-magazine.com, perconcordiam.org, UNIPATH-Magazine.com; ADF-Magazine.com.

2.9 Analytics.

2.9.1 The contractor shall provide UNIPATH analytics support quarterly which includes observational evidence, usage data, and other evidence, collected, maintained and reported quarterly. Support may include conducting surveys or other research methodologies as required to obtain metrics and the maintenance of information on external polling (both governmental and commercial) that are related to UNIPATH.

2.9.2 The contractor shall provide Asia Pacific Defense Forum (APDF) analytics support quarterly which includes 1) maintaining and reporting observational evidence, usage data and other evidence collected quarterly; 2) conducting surveys and employ other methods as required to obtain evidence of effectiveness and 3) maintaining information on external polling (governmental and commercial) that are related to APDF messages and share with the government as relevant.

2.10 Distribution Maintenance. The contractor shall maintain and verify the UNIPATH distribution list on a regular basis, to include additions, revisions and an increase in point-to-point mailings to Government approved top 100 military leaders from each AOR country.

2.11 Content Development. Government will provide the contractor with themes and messages for the contractor to develop content in various languages, recognizing local customs, preferences, and information consumption habits. Contractor developed content shall be in accordance DOD and MISO policies, authorities, and doctrine. Contractor developed content shall be targeted to senior foreign military leaders and defense officials. The Contractor will seek to maximize the use of appropriate reader-generated content. The Government will provide the contractor with leads and access to foreign military counterparts. The contractor will work by, with and through the respective Geographic Combatant Commands in support of content development.

3. DELIVERABLES. The following deliverables shall contain less than two percent (<2%) translation error rate:

Publication Frequency Publication Specifications Languages, Page Count, and

Distribution

Africa Defense Forum (ADF)

Magazine Quarterly

68 pages + 4 Page cover - 100# Gloss #3 (text wt.) - 4/4 +

Aqueous Coating 1 side; 64 Page Text - 60# Gloss #3 - 4/4;

Perfect Bind to 8.25" x 10.75";

Image Area - 7.75" x 10.25";

Bleed Area - 8.75" x 11.25".

3 versions quarterly Languages: English, Modern Standard Arabic, and French

68 pages Copies annually to AOR NTE

60,000 (15K per quarter).

Distribution Ratio: 42%

Domestic/APO, 58% International

Africa Defense Forum (ADF) Standard Calendar

Annually in 4th quarter of

CY

32 + 4pag cover, page size - 8.25" x 10.75", Image area - 7.75" x 10.25", Bleed area - 8.75" x 11.25".

3 versions Languages: English, Modern Standard Arabic, and French

32 + 4 pages Copies annually to AOR NTE 15,000 Distribution Ratio: 42% Domestic/APO, 58% International

Asia Pacific Defense Forum

(APDF)

Magazine

Quarterly

English only is 100# Gloss #3 (text wt.) - 4/4 + Dull Aqueous coating 1 side; 64 Page Text – 60 lb. Gloss #3 - 4/4;

Flip Books are: 136 pages total;

4 Page cover - 100# Gloss #3 (text wt.) - 4/4 + Dull Aqueous coating 1 side; 132 Page Text – 60 lb. Gloss #3 - 4/4; Dual language (one side a full foreign language and one side a full English language magazine)

All magazines perfect bind to 8.25" x 10.75"; Image Area - 7.75" x 10.25"; Bleed Area - 8.75" x 11.25".

Four versions quarterly -(3 flip/flop style, 1 standard) Language versions: English/Thai, English/Indonesian, English/Simplified Chinese, English only Dual-Language - 136 pages;

English only 68-pages Copies annually to AOR NTE ;

58k (14.5K Quarterly) Distribution Ratio: 54% Domestic, 46% International

Asia Pacific Defense Forum

(APDF)

Planner

Annual Schedule to ship around October 1 timeframe.

Cover, 12PT C1S Bristol with Matt Laminate, 4cp + Aqueous + matte Sheet laminate/Black;

Body pages – 60# white wove

4cp/4cp. Fold, gather and PlastiCoil bind.

One version English only 188 pages Distribution Ratio: 54% Domestic, 46% International Copies annually to AOR NTE 8,500.

Asia Pacific Defense Forum

(APDF)

Poster/Brochure

As required

80lb Gloss #3, 4/4 color process, Flat - 24" x 18", Folded to 6" x 9", Image Area - 23" x 17", Bleed Area - 24.5" x 18.5"

Can ship separately from Magazine shipment or with the magazine. (not inserted/ blown in)

One version English only 24" x 18" folded to 6" x 9" Distribution Ratio: 54% Domestic, 46% International Copies annually to AOR NTE 14,500

Unipath Magazine - Standard

Quarterly

48 pages + 4 Page cover - 100# Gloss #3 (text wt.) - 4/4 + Aqueous Coating 1 side; 48 Page Text - 60# Gloss #3 - 4/4;

saddle-stitched to 8.25" x 10.75"; Image Area - 7.75" x 10.25"; Bleed Area 8.75" x 11.25".

Four versions quarterly Languages: Dari,, Russian, Modern Standard Arabic, English 48 pages + 4page cover printed;

additional 20 pages for online content Copies annually to AOR NTE 60,000 (15K quarterly) Distribution Ratio: 38% Domestic, 62% International

Unipath Magazine - Key Leader Edition

(KLE)

Includes Insert and Custom letter

Quarterly

48 pages + 4 Page cover - 100# Silk Cover. - 4/4cp + Metallic ink + matte aqueous + UV laminate. Text - 60# 100# silk txt - 4/4 + matte aqueous;

Perfect Bind to 8.25" x 10.75";

Image Area - 7.75" x 10.25";

Bleed Area - 8.75" x 11.25".

Custom Letter – 8.5 x 11 letterhead with custom “to” line to recipients. Letter will print as shell; 4cp/0 on offset 60# txt

Four versions quarterly Languages: Dari,, Russian, Modern Standard Arabic, English 48 pages + 4page cover printed;

additional 20 pages for online content Copies annually to AOR NTE 4,000 (1K quarterly) Distribution Ratio: 38% Domestic, 62% International white wove, and then digitally insert names 1/0.

Insert – 10 x 16.5, 4/4+ aqueous coated. Folds to 8.25 x 10 and inserted into text pages of magazine randomly.

Prepare for point to point delivery with letter on top of magazine placed in opaque packaging.

Unipath Special Edition

(SPED)

Standard

Annually

32 pages + 4 page cover - Cover -100# Gloss #3 (text wt.) - 4/4 + Aqueous Coating 1 side; Text - 60# Gloss #3 - 4/4; saddle-stitched

One version annually Languages: Dari, Russian, Modern Standard Arabic, English 36 pages Copies annually to AOR NTE 15,000 Distribution Ratio: 38% Domestic, 62% International

Unipath Special Edition

(SPED)

Key Leader Edition (KLE) With presentation folder and pen

Annually

32 pages + 4 Page cover - 100# Silk Cover. 4/4cp + Metallic ink + matte aqueous + UV laminate. Text - 100# silk txt - 4/4 + matte aqueous;

Perfect Bind to 8.25" x 10.75";

Image Area - 7.75" x 10.25";

Bleed Area - 8.75" x 11.25".

Custom letter – 8.5 x 11 letterhead with custom “to” line to recipients. Letter will print as shell; 4cp/0 on offset 60# txt white wove, and then digitally insert names 1/0.

Insert – 10 x 16.5, 4/4+ aqueous coated. Folds to 8.25 x 10 and inserted into text pages of magazine randomly.

Prepare for point to point delivery with letter on top of magazine placed in opaque packaging.

Folder - Soft Touch Sheet Laminate - 1 Side, Gold Foil Stamp - 7-1/2" X 1-1/4" on Flap, Add Velcro Dot - 1/2" Black, Carton Package (up to 2000 Annually) Pen - Made in USA or Middle East - gold on Black with CENTCOM and UNIPATH Emblem (up to 2000 Annually)

One version annually Languages: Dari,, Russian, Modern Standard Arabic, English 36 pages Copies annually to AOR NTE 1,000 Distribution Ratio: 38% Domestic, 62% International

Folder - Die cut, Fold and Glue per Approved Sample

Unipath Planner

Annually Schedule to ship around October 1 timeframe.

192 pp.; + 4pg cover; 2 versions; page size – 4” x

6.25”, Image area – 3.75” x 6”", Bleed area – 4.25" x 6.5";

Paper Text 60# White Wove for the inside. Cover: 12 pt. C1S

Bristol Cover: 12 pt. C1S Bristol

Spiral Bound

One version annually Languages: English and Modern

Standard Arabic 196 pages

Copies annually to AOR NTE 3,500

Distribution Ratio: 38% Domestic, 62% International;

Annual distribution NTE 3,500.

Per Concordiam Magazine

145 Day schedule

Per Concordiam - 68 pages; 4 Page cover - 100# Gloss #3 (text wt.) - 4/4 + Aqueous Coating 1 side; 64 Page Text - 60# Gloss #3 - 4/4;

VERSIONS - U. S. English, and Russian; Perfect bind to 8.25" x 10.75"; Image Area - 7.75" x 10.25"; Bleed Area - 8.75" x 11.25".

2 versions per quarter for 4 quarters (U.S. English, Russian);

68 pages; 13k per issue. Copies annually to AOR NTE 52K.

Deliver to locations as stated on the distribution list provided separately – Assume distribution Ratio: 19% Domestic, 81% International.

4. SERVICE DELIVERY SUMMARY. Performance assessments will be provided to the Contracting Officer (KO) by the Contracting Officer Representative (COR) in accordance with the Quality Control Plan*. Meeting or not meeting the below thresholds will be the basis of that performance evaluation.

Performance Area Performance Objectives Performance Threshold

Quality of Work

TO requirements met with little rework/re-performance required and with few minor and no significant problems encountered.

Contractor performance meets all task order requirements. Performance occurs with no required re-work/re-performance at least 90% of the time. Problems that are encountered are minor and resolved satisfactorily.

Communication with the program office and customer is good. Customer is satisfied with overall performance.

Schedule

Adheres to planned schedules to meet the customer's timeline. Contractor provides accurate documents in support of the task order performance.

Technical products / deliverables are complete, accurate, clear and conform to the task order requirements. Identified problems prior to adverse impact.

No more than 2% of all task order deliverables are late during the period of performance, unless delay(s) are satisfactorily justified and validated by the COR

Task Order Management

Contractor maintains a stable workforce with no disruption of service. Contractor effectively hires/retains personnel with the appropriate education, experience, training, and expertise to accomplish task order requirements.

Employees required to fill positions to meet a new task order requirement or to replace an employee to fill a vacancy are placed within an agreed upon timeframe.

Customer satisfaction with delivery of services No more than two customer complaints within a task order period of performance.

Contractor complies with task order security requirements.

No security violations during the period of performance.

The contractor ensures OCI compliance at the task order level.

Contractor has zero instances of OCI violations during the period of performance

Contractor provides CDRLs IAW Exhibit A. All CDRLS are received complete within the specified time with no rework.

*The QCP is contractor provided and will be incorporated in the Basic IDIQ Award.

5. GOVERNMENT FURNISHED PROPERTY/SPACE. The Government anticipates all off-site support for this requirement. However, due to geographicically dispersed GCCs, offerors may designate other key personnel as required to support their unique management and staffing plan.

Government furnished space will only be provided as follows: 1) one government furnished space at USSOCOM HQ for the overall task lead; 2) one government furnished space at each supported GCC; 3) one government furnished space at PACOM and one government furnished space at CENTCOM to support Section 2.9 of this PWS and; 4) one government furnished space at CENTCOM to support Section 2.5 of this PWS.

6. SECURITY REQUIREMENTS

6.1 Security shall be in accordance with the Government issued DD254. The Contractor team individuals supporting this task shall be cleared at the SECRET level at the start of the task; with eligibility for TS/SCI. Contractor personnel will require access to NATO, Foreign Government Information, and Focal Point Information. Personnel authorized to work on-site will require access to NIPRNET/SIPRNET computer systems at Government facilities. J39 will facilitate onsite access at the GCC if required. The contractor shall ensure requirements for safeguarding classified information and classified materials, in accordance with government security guidelines and J39 Directives, for obtaining and verifying personnel security clearances, for verifying security clearances and indoctrination of visitors, for controlling access to restricted areas, for protecting government property, and for the security of automated and non-automated management information systems and data are fulfilled. The contractor's management system shall prevent unauthorized disclosure of classified and sensitive unclassified information.

6.2 The Contractor shall ensure requirements for safeguarding classified information and classified materials, for obtaining and verifying personnel security clearances, for verifying security clearances and indoctrination of visitors, for controlling access to restricted areas and for protecting government property, and for the security of automated and non-automated management information systems and data are fulfilled. The Contractor’s management system shall prevent unauthorized disclosure of classified and sensitive unclassified information. The Government shall be immediately notified of any security incident or any indication of potential unauthorized disclosure or compromise of classified or sensitive unclassified information.

6.3 The contractor shall provide security management support. Typical efforts include, but are not limited to, performing classified document control functions, classified materials inventories, submitting program access requests, preparing and monitoring personnel indoctrination and debriefing agreements, and maintaining and using security-related databases.

7. REPORTS. Monthly reports per basic contract SOW, paragraph 6.0.

8. TRAVEL. Travel is required to various CONUS and OCONUS locations to gather data for the performance of the above tasks. The Contractor shall travel as initiated by written tasking. The

Contractor shall ensure that travel expenses are incurred in accordance with the Joint Travel Regulation (JTR). Below are estimated travel requirements per year, exclusive of travel time:

Estimated Travel Requirements Location # Travelers, # Days Purpose/Rationale

Stuttgart 2 People, 3 Days 3 trips per year for USAFRICOM correspondence

Djibouti 2 People, 3 Days 1 trip per year for USAFRICOM correspondence

Honolulu 2 People, 3 Days 3 trips per year for USPACOM correspondence

Okinawa 2 People, 3 Days 4 trip per year for USPACOM correspondence

Qatar 2 People, 3 Days 2 trips per year for USCENTCOM correspondence

Baghdad 2 People, 3 Days 1 trip per year for USCENTCOM correspondence

Kabul 2 People, 3 Days 1 trip per year for USCENTCOM correspondence

10. MATERIAL The contractor shall provide all computers and other equipment and materials necessary for the development and production of all products listed in Section 3, Deliverables.