Atch_7_SMEP.pdf

H92222-14-R-0020

Attachment 7

Additional Instructions to Offerors

Senior Military Engagement Program

Sub-factor 2.2

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 2 01 June 2018 – 31 May 2019

Option Year 4 01 June 2019 – 31 May 2020

Historical Labor Requirements: This represents a 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) approximately

30 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.

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.

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 x 60k.

Distribution Ratio: 42%

Domestic/APO, 58% International

Africa Defense

Forum (ADF)

Standard Calendar

Annually in th 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 quarterly

Languages: English, Modern

Standard Arabic, and French

68 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

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) 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".

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

Quarterly

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

Quarterly

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

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

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)

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";

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 39K.

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.

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.

DEPARTMENT OF DEFENSE

CONTRACT SECURITY CLASSIFICATION SPECIFICATION

1. CLEARANCE AND SAFEGUARDING

(The requirements of the DoD Industrial Security Manual apply to all security aspects of this effort.)

a. FACILITY CLEARANCE REQUIRED

TOP SECRET

b. LEVEL OF SAFEGUARDING REQUIRED

SECRET

2. THIS SPECIFICATION IS FOR: (X and complete as applicable) 3. THIS SPECIFICATION IS: (X and complete as applicable)

a. PRIME CONTRACT NUMBER

a. ORIGINAL (Complete date in all cases) Date (YYYYMMDD)

b. SUBCONTRACT NUMBER

b. REVISED (Supersedes all previous specs)

Revision No.

NA

Date (YYYYMMDD)

c. SOLICITATION OR OTHER NUMBER

DUE DATE (YYYYMMDD)

TBD

c. FINAL (Complete Item 5 in all cases) Date (YYYYMMDD)

4. IS THIS A FOLLOW-ON CONTRACT? YES NO If YES, complete the following

Classified material received or generated under (Preceding Contract Number) is transferred to this follow-on contract

5. IS THIS A FINAL DD FORM 254? YES NO If Yes, complete the following:

In response to the contractor’s request dated , retention of the classified material is authorized for the period of

6. CONTRACTOR (Include Commercial and Government Entity (CAGE) Code)

a. NAME, ADDRESS, AND ZIP CODE

TBD

b. CAGE CODE

c. COGNIZANT SECURITY OFFICE (Name, Address, and Zip Code)

7. SUBCONTRACTOR

a. NAME, ADDRESS, AND ZIP CODE

8. ACTUAL PERFORMANCE

a. NAME, ADDRESS, AND ZIP CODE

SEE ITEM 13

9. GENERAL IDENTIFICATION OF THIS PROCUREMENT

SENIOR MILITARY ENGAGEMENT PROGRAM

Period of Performance: 30 May 15 to 29 May 2016

10. THIS CONTRACT WILL REQUIRE ACCESS TO: YES NO 11. IN PERFORMING THIS CONTRACT, THE CONTRACTOR WILL: YES NO

a. COMMUNICATIONS SECURITY (COMSEC)

INFORMATION

a. HAVE ACCESS TO CLASSIFIED INFORMATION ONLY AT ANOTHER

CONTRACTOR’S FACILITY OR A GOVERNMENT ACTIVITY

b. RESTRICTED DATA

b. RECEIVE CLASSIFIED DOCUMENTS ONLY

c. CRITICAL NUCLEAR WEAPON DESIGN INFORMATION

c. RECEIVE AND GENERATE CLASSIFIED MATERIAL

d. FORMERLY RESTRICTED DATA

d. FABRICATE, MODIFY, OR STORE CLASSIFIED HARDWARE

e. INTELLIGENCE INFORMATION e. PERFORM SERVICES ONLY

(1) Sensitive Compartmented Information (SCI)

f. HAVE ACCESS TO U.S. CLASSIFIED INFORMATION OUTSIDE THE U.S., PUERTO RICO, U.S. POSSESSIONS AND TRUST TERRITORIES

(2) Non-SCI

g. BE AUTHORIZED TO USE THE SERVICES OF DEFENSE TECHNICAL

INFORMATION CENTER (DTIC) OR OTHER SECONDARY DISTRIBUTION

CENTER

f. SPECIAL ACCESS INFORMATION

h. REQUIRE A COMSEC ACCOUNT

g. NATO INFORMATION

i. HAVE TEMPEST REQUIREMENTS

h. FOREIGN GOVERNMENT INFORMATION

j. HAVE OPERATIONS SECURITY (OPSEC) REQUIREMENTS

i. LIMITED DISSEMINATION INFORMATION k. BE AUTHORIZED TO USE THE DEFENSE COURIER SERVICE

j. FOR OFFICIAL USE ONLY INFORMATION WILL BE

HANDLED IAW FOUO Addendum l. OTHER (Specify) Access to all USSOCOM facilities requires contractors to possess a minimum of a secret clearance.

k. OTHER (Specify)

FP/ACCM NIPRNET/ SIPRNET access required at Government Facility

DD Form 254, DEC 1999 PREVIOUS EDITION IS OBSOLETE

12. PUBLIC RELEASE. Any information (classified or unclassified) pertaining to this contract shall not be released for public dissemination except as provided by the Industrial Security Manual or unless it has been approved for public release by appropriate U.S. Government authority. Proposed public releases shall be submitted for approval prior to release. Direct Through (Specify)

Requests must be forwarded through the certifying official (block 16), USSOCOM Office of Public Affairs (SOCS-PA), and the

Contracting Officer

To the Directorate for Freedom of Information and Security Review, Office of the Assistant Secretary of Defense (Public Affairs)* for review.

* In the case of non-DoD User Agencies, requests for disclosure shall be submitted to that agency

13. SECURITY GUIDANCE. The security classification guidance needed for this classified effort is identified below. If any difficulty is encountered in applying this guidance, or if any other contributing factor indicates a need for changes in this guidance, the contractor is authorized and encouraged to provide recommended changes. The contractor may also challenge guidance or the classification assigned to any information or material furnished or generated under this contract; and may submit questions for interpretation of the guidance to the official identified below. Pending final decision, the information involved shall be handled and protected at the highest level of classification assigned or recommended.

(Fill in as appropriate for the classified effort. Attach, or forward under separate correspondence, any documents/guides/extracts referenced herein. Add additional pages as needed to provide complete guidance.)

The Program Manager listed in block 16 will provide a copy of all applicable security directives for this contract. Appropriate applicable command security directives, regulations, and standard operating procedures will be provided by the requiring agency (normally through the

Performance Monitor or component command COR). Upon completion or termination of the classified contract, or sooner when the purpose of the release has been served, the contractor will return all classified information (furnished or generated) to the source from which received unless retention or other disposition instructions are authorized in writing by the USSOCOM Government Contracting Agency/Activity.

Furthermore, the contractor will account for and return to the appropriate issuing office, all Common Access Cards (CAC), security badges, installation entry passes/vehicle decals issued to contractor personnel upon completion or termination of the classified contract, termination of employment, or suspension of classified clearance or access of any contractor employee.

SEE CONTINUATION PAGE

This Solicitation DD Form 254 is tentatively approved. Upon company selection but prior to award and prior to any classified release, this

DD Form 254 with all pertinent information inserted in appropriate sections will be submitted to SMO for final review and approval.

Reviewed/Approved Michael Cauble USSOCOM Industrial Security 22 Aug 2014

14. ADDITIONAL SECURITY REQUIREMENTS. Requirements, in addition to ISM requirements, are established for this contract. YES NO

(If Yes, identify the pertinent contractual clauses in the contract document itself, or provide an appropriate statement, which identifies the additional requirements. Provide a copy of the requirements to the Cognizant Security Office. Use Item 13 if additional space is needed.)

SEE CONTINUATION PAGE

15. INSPECTIONS. Elements of this contract are outside the inspection responsibility of the Cognizant Security Office. YES NO

(If Yes, explain and identify specific areas or elements carved out and the activity responsible for inspections. Use Item 13 if additional space is needed.)

SEE CONTINUATION PAGE

16. CERTIFICATION AND SIGNATURE. Security requirements stated herein are complete and adequate for safeguarding the classified information to be released or generated under this classified effort. All questions shall be referred to the official named below.

a. TYPED NAME OF CERTIFYING OFFICIAL

Ms AMY CONNELLY

b. TITLE

PROGRAM MANAGER

c. TELEPHONE (Include Area Code)

(813) 826-1063

d. ADDRESS (Include Zip Code) 17. REQUIRED DISTRIBUTION

HQ USSOCOM/J39 MISO

7701 Tampa Point Blvd., Building 501A

MacDill AFB, FL 33621

a. CONTRACTOR

b. SUBCONTRACTOR

c. COGNIZANT SECURITY OFFICE FOR PRIME AND SUBCONTRACTOR

e. SIGNATURE

D. U.S. ACTIVITY RESPONSIBLE FOR OVERSEAS SECURITY

ADMINISTRATION

E. ADMINISTRATIVE CONTRACTING OFFICER

F. OTHERS AS NECESSARY SMO/SSO

DD FORM 254 (BACK), DEC 1999

DD FORM 254 CONTINUATION PAGE

X

SECTION 13:

Item 8 Continued:

a. Contractor Location TBD b. c.

a. EUCOM/ECJ2 b. N/A c. HQ USEUCOM/SSO

Unit 30400

APO, AE 09131

a. AFRICOM b. N/A c. USAFRICOM

Command Security Manager

Unit 29951

APO, AE 09751

a. PACOM b. N/A c. HQ USPACOM

Box 6400

Camp H. M. Smith, HI 96861-4000

a. CENTCOM b. N/A c. USCENTCOM

SSO

7115 South Boundary Blvd.

MacDill AFB, FL 33621

Item 10e (1): See SCI Addendum

Ref 10g: Contractor is permitted access to North Atlantic Treaty Organization (NATO) information in performance of this contract, requires a final U. S. Government clearance at the appropriate level, and requires special briefing prior to being granted access. The contractor will maintain strict compliance in regards to NATO information IAW NISPOM Ch 10, Section 7. Prior approval from the contracting activity is required for subcontracting.

10h: The contractor is permitted access to Foreign Government information in the performance of this contract. Access to Foreign Government information requires a final U.S. Government clearance at the appropriate level. Contractor employees will be briefed and acknowledge in writing, their responsibilities for handling foreign government information prior to being granted access. The contractor will maintain strict compliance with NISPOM Ch 10. Prior approval of the contracting activity is required for subcontracting.

10j: FOUO information/provided under this contract shall be safeguarded as specified in the attachment, Protecting for Official Use Only

(FOUO) Information.

Ref 10k: ACCM information is governed by DoD 5200.1-R, “Information Security Program,” Chapter 6, Section 8, “Alternative Compensatory

Control Measures (ACCM),” and OSD/C3I Memorandum, 18 April 2003, “Revised Alternative Compensatory Control Measures (ACCM)

Guidance”; Focal Point Program information is governed by CJCS Manual 3213.02B, “Focal Point Program Procedures”, and supporting documentation for each Focal Point sub-system, including security classification guides, program security plans, and governing directives.

Inspections of ACCM information in USSOCOM, Component (JSOC, AFSOC, NSWC, MARSOC, or USASOC), or Theater Special Operation

Command (SOCCENT, SOCEUR, SOCPAC, SOCSOUTH, or SOCKOR) owned and operated facilities are under the auspices of the respective

Command or Component FPPCO.

Ref 11a: Contractor performance is restricted to performance locations listed above. Government agency or activity will provide security classification guidance for performance of this contract. Submit visit request to COR and/or Security Management Office for need-to-know verification.

11f. Contractor will require access to classified material/equipment while in the USEUCOM and AFRICOM AORs.

SECTION 14:

ADDITIONAL SECURITY REQUIREMENTS:

While performing duties at USSOCOM, Component, or Theater Special Operation Command owned and operated facilities, the contractor will adhere to the applicable Information Security Program, ADP and DoDIIS Programs, Physical Security Program, Industrial Security Program, and SCI/SAP Program (if applicable). Prior approval of the contracting activity is required for subcontracting. Access to intelligence information requires special briefings and a U.S. Government clearance at the appropriate level.

Training Requirement: Contractors performing on this contract at military installations are required to conduct command and unit specific security training (Initial/Refresher INFOSEC, OPSEC, EMSEC, AT/FP, Etc.). This training will be provided by the responsible military organization.

IA requirements: Specific Information Assurance requirements may be mandated and are authorized by the responsible command/unit where primary performance location is identified.

SECTION 15:

DSS is relieved of security inspection responsibility for SCI portions of the contract within a Contractor’s facility but retains responsibility for all non-SCI classified material released to or developed under the contract and held within the Contractor’s facility. Security oversight and inspection responsibility falls under the purview of the USSOCOM, Component (JSOC, AFSOC, NSWC, MARSOC, or USASOC), or Theater

Special Operations Command (SOCCENT, SOCEUR, SOCPAC, SOCSOUTH, SOCAFRICA, or SOCKOR) SSO.

FOUO ADDENDUM

PROTECTING "FOR OFFICIAL USE ONLY" (FOUO) INFORMATION

1. GENERAL:

a. The "For Official Use Only" (FOUO) marking is assigned to information at the time of its creation in a DoD User Agency. It is not authorized as a substitute for a security classification marking but is used on official government information that may be withheld from the public under exemptions 2 through 9 of the Freedom of Information Act (FOI A).

b. Other non-security markings, such as "Limited Official Use" and "Official Use Only" are used by non-DoD User Agencies for the same type of information and should be safeguarded and handled in accordance with instruction received from such agencies to the extent that such may be withheld from the public under exemptions 2 through 9 of the FOIA and marked in accordance with 2.c below. As used herein, “FOUO” markings shall only be applied to information described in 5 USC § 552(b), and shall also indicate the applicable FOIA Exemption. Contractor shall apply this Attachment 4A in a manner consistent with its policies implementing Section 15 of the Federal Advisory Committee Act, 5 USC App. § 15 (1997).

c. Use of the above markings does not mean that the information cannot be released to the public under FOIA, only that it must be reviewed by the

Government prior to its release to determine whether a significant and legitimate government purpose is served by withholding the information or portions of it.

2. MARKINGS:

a. An unclassified document containing FOUO information will be marked "For Official Use Only" at the bottom of the front cover (if any), on the first page, on each page containing FOUO information, on the back page, and on the outside of the back cover (if any). No portion markings will be shown.

b. Within a classified document, an individual page that contains both FOUO and classified information will be marked at the top and bottom with the highest security classification of information appearing on the page. If an individual portion contains FOUO information but no classified information, the portion will be marked, "FOUO."

c. Any "'For Official Use Only" information released to a contractor by a DoD User Agency is required to be marked with the following statement prior to transfer.

“This document contains information EXEMPT FROM MANDATORY DISCLOSURE UNDER THE FOIA. Exemptions apply.”

d. Removal of the "For Official Use Only" marking can only be accomplished by the originator or other competent authority. When the "For Official Use

Only" status is terminated, all known holders will be notified to the extent practical.

3. DISSEMINATION: Contractors may disseminate "For Official Use Only" information to their employees and subcontractors who have a need for the information in connection with a classified contract. Contractors must ensure employees and subcontractors are aware of the special handling instructions detailed below.

4. STORAGE: During working hours, "For Official Use Only" information shall be placed in an out-of-sight location if the work area is accessible to persons who do not have a need for the information. During nonworking hours, the information shall be stored to preclude unauthorized access. Filing such material with other unclassified records in unlocked files or desks, is adequate when internal building security is provided during nonworking hours. When such internal security control is not exercised, locked buildings or rooms will provide adequate after- hours protection or the material can be stored in locked receptacles such as file cabinets, desks, or bookcases.

5. TRANSMISSION: "For Official Use Only" information may be sent via first-class mail or parcel post. Bulky shipments may be sent by fourth-class mail.

DoD components, officials of DoD components, and authorized DoD contractors, consultants, and grantees send FOUO information to each other to conduct official DoD business. Tell recipients the status of such information, and send the material in a way that prevents unauthorized public disclosure. Make sure documents that transmit FOUO material call attention to any FOUO attachments. Normally, you may send FOUO records over facsimile equipment. To prevent unauthorized disclosure, consider attaching special cover sheets, the location of sending and receiving machines, and whether authorized personnel are around to receive FOUO information. FOUO information may be passed to officials in other departments and agencies of the executive and judicial branches to fulfill a government function. Mark the records "For Official Use Only" and tell the recipient the information is exempt from public disclosure under the FOIA and requires special handling. Electronic transmission of FOUO information, e.g., voice, data or facsimile, and e-mail, shall be by approved secure communications systems or systems utilizing other protective measures such as Public Key Infrastructure (PKI), whenever practical.

6. DISPOSITION: When no longer needed, FOUO information must be shredded.

7. UNAUTHORIZED DISCLOSURE: Unauthorized disclosure of "For Official Use Only" information does not constitute a security violation but the releasing agency should be informed of any unauthorized disclosure. The unauthorized disclosure of FOUO information protected by the Privacy Act may result in criminal sanctions and disciplinary action may be taken against those responsible.

SCI ADDENDUM for DD Form 254

This supplement applies to:

Prime Contract Number: H92222-14-R-0020

Task Order: (TBD)

Expiration Date: (TBD).

The following controls will apply to Sensitive Compartmented Information (SCI) provided under this contract.

1. Item 10e (2): Security clearances for contractors working within SCIF spaces must be adjudicated meeting Intelligence Community Policy Guidance (ICPG)

704.1, 704.2, 704.3, 704.4, 704.5 eligibility requirements. Prior approval of the contracting activity is required for sub-contracting. Access to intelligence information requires special briefings and a final U.S. Government clearance at the appropriate level.

2. Item 13: Department of Defense (DoD) Manual 5105.21, Volumes 1-3, Intelligence Community Policy Guidance (ICPG) 704.1, 704.2, 704.3, 704.4, 704.5, Intelligence Community Standard (ICS) 705-1&2 including the Technical Specifications for Construction and Management of Sensitive Compartmented

Information Facilities (IC Tech Spec-for ICD/ICS 705, and Headquarters, United States Special Operations Command (HQ USSOCOM) 380-6, provide the necessary guidance for physical and information security measures and are part of the SCI security specifications for the contract.

3. Item 13: Inquiries pertaining to classification guidance will be directed to the responsible USSOCOM contract monitor H92222-14-R-0020

4. Item 13: All SCI furnished to the contractor in support of this contract / delivery / task order remains the property of the DoD or the agency or command that releases the information. Upon termination of the contract, all furnished SCI will be returned to the HQ USSOCOM Special Security Office (SSO) or the prime contractor.

5. Item 14: This contract / delivery / task order requires that (TBD) contract billets be established in order to fulfill the contractual obligations incurred. Access will be granted by the government agency. Upon completion or cancellation of the contract, the Contractor SSO (CSSO) will debrief or notify the HQ

USSOCOM SSO to debrief all personnel not required for contract closeout and those billets will be disestablished.

6. Item 14: Names of contractor personnel requiring access to SCI and justification for SCI billets will be submitted to HQ USSOCOM SSO after contract monitor coordination. Billet justifications will include the contract statement of work. If a Single-Scope Background (SSBI) Investigation has not been completed upon approval of billets by the HQ USSOCOM SSO, the CSSO will submit necessary forms to the Defense Industrial Security Clearance Office

(DISCO) for an SSBI. An SSBI and access to SCI will comply with the National Industrial Security Program Manual. Upon completion of the SSBI, a nomination for SCI access will be submitted to HQ USSOCOM SSO.

7. Item 14: The CSSO will advise HQ USSOCOM SSO, through the contract monitor, upon reassignment of personnel to other duties not associated with this contract.

8. Item 14: The CSSO must coordinate with the SCI contract monitor before subcontracting any portion of SCI efforts involved in the contract. A separate DD

Form 254 for the subcontractor will be processed and a copy provided to HQ USSOCOM SSO.

9. Item 14: The contractor will not use references to SCI access, even by unclassified acronyms, in advertisements, promotional efforts, or recruitment of employees.

10. Item 14: All SCI work will be conducted in accredited government SCIFs for listed performance locations

11. Item 15: HQ USSOCOM SSO has exclusive security responsibility for all SCI released to the contractor or developed under this contract. DIA and HQ

SSO SOCOM retain authority for all inspections of the contractor to ensure compliance with SCI directives, regulations, and instructions.

12. In accordance with DoDM 5105.21 Volume 1-3, the following activity is designated User Agency Special Security Office for SCI requirements:

HQ USSOCOM

Special Security Office

7701 Tampa Point Boulevard

MacDill AFB, Florida 33621-5323

Telephone: DSN 299-3631

Commercial (813) 826-3631