141121_FBO_Amend_02.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)

30-105-04 EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

FAR (48 CFR) 53.243

See attached summary of changes; the due date and time is extended (08 December 2014/4:00 PM Eastern Time). Changes incorporated into this amendment are identified by change bars in the left margin.

1. CONTRACT ID CODE PAGE OF PAGES

1 16

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

16C. DATE SIGNED

BY 21-Nov-2014

16B. UNITED STATES OF AMERICA 15C. DATE SIGNED 15B. 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 H92222-14-R-0021

X 9B. DATED (SEE ITEM 11)

27-Oct-2014

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 X 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 1 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

21-Nov-2014

CODE

HQ USSOCOM SORDAC-K

ATTN: KAREN STEVENS

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 CODE CODE

EMAIL: TEL:

H92222-14-R-0021

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION H - SPECIAL CONTRACT REQUIREMENTS

The following have been modified:

SPECIAL CONTRACT REQUIREMENTS

H.1. SOFARS 5652.204-9003 Disclosure of Unclassified Information (2013)

(a) On September 21, 2001, the Department of Defense designated Headquarters US Special Operations Command

(USSOCOM) a sensitive unit, as defined by Title 10 United States Code (USC) Section 130b (10 USC 130b). In keeping with this designation, unclassified information related to USSOCOM military technology acquisitions managed by USSOCOM or any of its component commands, will be designated Controlled Unclassified

Information (CUI). As such, the contractor hereby unequivocally agrees that it shall not release to anyone outside the Contractor’s organization any unclassified information, regardless of medium (e.g., film, tape, document, contractor’s external website, newspaper, magazine, journal, corporate annual report, etc.), pertaining to any part of this contract or any program related to this contract, unless the Contracting Officer has given prior written approval.

Furthermore, any release of information which associates USSOCOM, Special Operation Forces (SOF), or any component command with an acquisition program, contractor, or this contract is prohibited unless specifically authorized by USSOCOM.

(b) Request for approval shall identify the specific information to be released, the medium to be used, and the purpose for the release. The contractor shall submit the request to the Contracting Officer at least 45 days before the propose date for release for approval. No release of any restricted information shall be made without specific written authorization by the Contracting Office.

(c) The protection of sensitive but unclassified data reflecting Special Operations technologies, personnel, plans, and business associations requires due diligence on the part of those in possession of such information. The application of appropriate security measures to ensure the safekeeping of USSOCOM and company proprietary data, intellectual property, and personnel data is the responsibility of all parties who have access to such information. All contractors supporting USSOCOM are required to inform the Contracting Officer within three business days of when there has been a breach or successful penetration of the contractor’s network(s) or information system(s). Breaches include unauthorized intrusions of the contractor’s server(s) from external parties whether through introduction of malware, hacking, the compromise of access passwords, or any other unauthorized access or compromise. Breaches also include the physical loss of storage media such and disks, hard drives, thumb drives, laptops or other devices which contain duplicates of information contained on the contractor’s data systems, or the willful or accidental transmission, copying or posting of contract information which has not been specifically authorized by the

Contracting Officer. Estimates of damage and mitigation strategies will be submitted to the Contracting Officer within a period following the breach specified and agreed upon by the Contractor and the Contracting Officer.

(d) The Contractor shall include a similar requirement to this clause in each subcontract under this contract.

Subcontractors shall submit request for authorization to release and notifications related to cyber security breaches through the prime contractor to the Contracting Officer.

(e) The Contractor further understands that Title 18 USC Section 701 specifically prohibits the use of the

USSOCOM emblem or logo in any medium (e.g., corporate website, marketing brochure, newspaper, magazine, etc.) unless authorized in writing by USSOCOM. Forward any request to use the USSOCOM emblem or logo through the Contracting Officer.

H.2. SOFARS 5652.209-9003 Use of Contractor Support/Advisory Personnel as Contract Specialists (2013)

The contractor’s attention is directed to the fact that contractor personnel may assist the Government in a contract administrator role for administration of this contract. Execution of this contract constitutes approval to release the contract and contractor’s proposal to Government Support Contractors who have signed Non-Disclosure and Rules of Conduct/Conflict of Interest Statements.

H.3. SOFARS 5652.216-9003 Procedures for Issuing Task Orders under Multiple Award, Indefinite

Delivery-Indefinite Quantity Contracts (2014) Note: These procedures apply to the issuance of future task orders

General. This contract is designed to meet SWMS Group B requirements. Firm Fixed Price (FFP) and Cost-reimbursement types of task orders may be issued; however, FFP will be the preferred contract type to accompany performance based concepts to the maximum extent possible. The Government will determine the most appropriate task order contract type for each task order dependent upon the requirement. The Government may unilaterally deviate from these procedures at any time as required. Task orders may include option year periods.

Standard Requirements. This contract will be focused on competition; accordingly, IDIQ prime contractors are required to submit a proposal for every requirement solicited. If the contractor has reason to request a waiver, the contractor shall submit a detailed statement of reason for a waiver to the Contracting

Officer (KO) within 2 days of request for task order proposal.

(a) All multiple award contractors shall be considered for each order over $3,000, unless the Contracting Officer determines that:

(1) The agency need for such supplies or services is of such urgency that providing such opportunity would result in unacceptable delays;

(2) Only one such contractor is capable of providing such supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized;

(3) The order should be issued on a sole source basis in the interest of economy and efficiency as a logical follow-on to an order already issued under the contract.

(4) It is necessary to place an order to satisfy a minimum amount guarantee.

(b) Unless the exceptions in paragraphs (a) above apply, the following procedures will be utilized in providing contract awardees with a fair opportunity to be considered for each order:

(1) Soliciting Task Order Proposals. When the Government has a requirement for services to be performed under this contract, the KO will issue a request for task order proposal which will include, but not necessarily limited to the following:

Instructions to Offerors (ITO) providing specific proposal requirements

Statement of Work/Performance Work Statement/Statement of Objectives

Period of Performance

(2) Submission of Proposals. The contractor’s proposal shall comply with the ITO. The contractor shall have 10 days to submit their proposals, unless another timeframe is included in the ITO. Proposals shall normally consist of a task order management plan and a pricing proposal.

(3) Government Evaluation of Task Order Proposals. The Government will make an integrated assessment based on the evaluation criteria identified in the ITO, and will award the task order to the contractor who provides the best value to the Government; this could include Lowest Price Technically acceptable or Trade-off process. Past performance may be a factor if applicable. If no offer is determined acceptable or the Government loses the funding for the project, the Government will notify all Offerors of the cancellation. Upon receipt of the proposal(s), the KO may:

Open discussions or negotiate with all or some contractors providing proposals

Issue a task order based upon the original proposal(s) furnished;

Reject the proposal(s), or

Cancel the requirement.

(4) TO Award. Task orders shall be issued on DD Form 1155 "Order For Supplies and Services;" (or similar form) and sent electronically to the contractor.

(5) Authorization to Proceed on Task Orders. In time-critical circumstances, after award and prior to the Contractor’s receipt of the contractual instrument, the KO may direct the contractor in writing, verbally, or electronically, to commence performance of the task. Otherwise, the contractor is not authorized to commence task performance prior to the issuance of the task order or other written or electronic notice provided by the KO. In no case shall the Contractor commence work without explicit approval from the KO.

(6) Option Exercises at Task Order Level. Task order options; if applicable, will be exercised in accordance with FAR 17.207 and the applicable option clause. Option periods will be outlined in each task order ITO.

(c) Under the provisions of the Federal Acquisition Streamlining Act of 1994, protests are not authorized in connection with the issuance or proposed issuance of a task/delivery order except for a protest on the grounds that the order increases the scope, period, or maximum value of the contract or, a protest of an order valued in excess of

$10 million. Protests of orders in excess of $10 million may only be filed with the Government Accountability

Office, in accordance with the procedures at FAR 33.104.

(d) Task and Delivery Order Ombudsman. The Task and Delivery Order Ombudsman is responsible for reviewing complaints regarding this contract. The Ombudsman shall review complaints from the contractors and ensure all contractors are afforded a fair opportunity to be considered, consistent with the procedures of the contract.

Additional information on the ombudsman can be viewed at http://www.socom.mil/sordac/Pages/Ombudsman.aspx.

H.3 DEVIATION: Proposal submission and evaluation for Force Management Development (FMD) Lessons

Learned, FMD Manpower Augmentation, and Marine Corps Special Operations Command (MARSOC)

Marine Special Operations School (MSOS), Individual Training Course (ITC) will be in accordance with Section L and M.

H.4. ORGANIZATIONAL CONFLICT OF INTEREST

(a) The guidelines and procedures of FAR Subpart 9.5 Organizational and Consultant Conflicts of Interest and FAR

Part 3 Improper Business Practices and Personal Conflicts of Interest, will be used in identifying and resolving any issues of conflict of interest.

(b) All contractor personnel (to include subcontractors and consultants) who will be personally and substantially involved in the performance of any task order issued under SWMS Group B which requires the contractor to act on behalf of, or provide advice with respect to any phase of a procurement shall execute and submit an

“Employee/Contractor Non-Disclosure Agreement” form. The Contracting Officer (KO) will provide the appropriate nondisclosure form specific to the procurement.

(c) The contractor shall be responsible for identifying and preventing personal conflicts of interest of their employees. The contractor shall prohibit employees who have access to non-public information by reason of performance on a Government contract from using that information for personal gain.

(d) In the event that a task order requires activity that would create an actual or potential conflict of interest, the contractor shall immediately notify the KO of the conflict, submit a plan for mitigation, and not commence work until specifically notified by the KO to proceed; or, identify the conflict and recommend to the KO an alternate approach to avoid the conflict.

H.5. PROTECTION OF PROPRIETARY INFORMATION

(a) The Contractor shall train and inform its employees of Subpart 9.5 of the FAR and this contract clause, and shall execute a Contractor-Employee Personal Financial Interest/Protection of Sensitive Information Agreement as appropriate.

(b) The Contactor agrees that it will use all reasonable diligence in protecting proprietary data received by it. The

Contractor further agrees it will not willfully disclose proprietary data to unauthorized parties without the prior permission of the Government, and that proprietary data shall not be duplicated, used or disclosed, in whole or part, for any purpose other than to accomplish the contracted effort. This restriction does not limit the contractors right to use, duplicate or disclose such information if such information was lawfully obtained by the contractor from other sources.

(c) The Contractor agrees to enter into written agreements with all companies whose proprietary data it shall have access to and protect such data from unauthorized use or disclosure as long as it remains proprietary. The

Contractor shall furnish to the Contracting Officer copies of these written agreements within 30 days. The

Contractor agrees to protect the proprietary data and rights of other organizations disclosed to the Contractor during performance of this contract with the same caution that a reasonably prudent Contractor would use to http://www.socom.mil/sordac/Pages/Ombudsman.aspx safeguard highly valuable property. The Contractor shall not use proprietary information for any purpose other than that for which it was furnished.

(d) The Contractor shall not distribute reports, data or information of any nature arising from its performance under this contract, except as provided by this contract or as may be directed by the Contracting Officer.

(e) Government Representatives shall have access to the Contractor’s premises and the right to inspect all pertinent books and records in order to ensure that the contractor is in compliance with FAR 9.5.

(f) The Contractor agrees that if after award it discovers a potential organizational conflict of interest, a prompt and full disclosure shall be made in writing to the Contracting Officer. This disclosure shall include a description of the actions the Contractor has taken or proposes to take, to avoid or mitigate such conflicts.

(g) The Government may waive application of this clause when it is determined to be in the best interest of the

Government to do so.

H.6. RESERVED

H.7. COMMON ACCESS CARDS FOR CONTRACTOR PERSONNEL

(a) For installation(s)/location(s) cited in the contract, contractors shall ensure Common Access Cards (CACs) are obtained by all contract or subcontract personnel who meet one or both of the following criteria:

1. Require logical access to Department of Defense computer networks and systems in either:

i. the unclassified environment; or

ii. the classified environment where authorized by governing security directives.

2. Perform work which requires the use of a CAC for installation entry control or physical access to facilities and buildings.

(b) Contractors and their personnel shall follow the procedures outlined in the DMDC Trusted Associate

Sponsorship System Trusted Agent (TASS) User Guide Version 4.0 dated March 2013, and any subsequent versions. The Trusted Agents for this contract are the appointed CORs for task orders and the Primary

Contracting Officer’s Representative (PCOR) for the contractor management team. It is the prime contractor’s responsibility to ensure the CORs have all updated information necessary to process re-verifications and new requests timely in the TASS.

(c) During the performance period of the contract, the contractor shall:

a. Return CACs to either the nearest RAPIDS office or to the COR no later than the next business day of a change in status for contractor personnel who no longer require logical or physical access;

b. Return CACs to either the nearest RAPIDS office or to the COR no later than the next business day following a CACs expiration date; and

c. Report lost or stolen CACs in accordance with local policy/directives.

(d) No later than the next business day following completion/termination of the contract, the contractor shall return all CACs issued to their personnel to the nearest Rapids office or the COR.

(e) Failure to comply with these requirements may result in withholding of final payment.

H.8. ASSOCIATE CONTRACTOR AGREEMENTS

The Contractor shall enter into Associate Contractor Agreements (ACA) for any portion of the contract requiring joint participation in the accomplishment of the Government’s requirement as specified in individual orders. Joint participation may involve entering into this agreement with another SWMS prime in support of one or more customers or it may also include agreements with other contract primes outside of SWMS as identified within a specific task order. The agreements shall include the basis for sharing information, data, technical knowledge, expertise, and/or resources essential to the interaction of the program support, which shall ensure the greatest degree of cooperation for the development of the program to meet the terms of the contract.

H.9. THEATER BUSINESS CLEARANCE CLAUSES

In accordance with DoD Policy and the CENTCOM Contracting Command (formerly the JCC-I/A), Theater

Business Clearance (TBC) is required for contractor support in Iraq and Afghanistan. TBC approval will be obtained by the Government at the task order level when applicable. No action is required on the part of the prime contractor to receive approval. Specific clauses for contractor support covered under a TBC will be incorporated at the task order level.

SECTION I - CONTRACT CLAUSES

The following have been added by reference:

52.228-3 Worker's Compensation Insurance (Defense Base Act) JUL 2014

5652.232-9000 Funding Schedule (2003)

Fill-ins will be completed at the Task Order level if applicable.

(a) In accordance with FAR 52.232-22, funds in the amount of $(Insert amount of funds currently obligated for performance) have been allotted to cover performance through (Insert date).

(b) It is anticipated that additional funds will be obligated in accordance with the following schedule:

(End of clause)

The following have been deleted:

5652.232-9000 FILL-INS

The following have been linked or unlinked:

Text Item 5652.232-9000 FILL-INS no longer applies to clause(s) 5652.232-9000.

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION J ATTACHMENTS

Attachment No. Description

Exhibit A Contract Data Requirements List (CDRL)

Attachment 1 SWMS Group B SOW

Attachment 2 SWMS Group B DD Form 254

Attachment 3 Contractor Provided Quality Control Plan (submitted as part of Sub-factor 1)

Attachment 4 LREC SOW; Amendment 0002

Attachment 5 MARSOC Exercise Support SOW; Amendment 0002

Attachment 6 FMD Lessons Learned ITO & SOW; Amendment 0002

Attachment 7 FMD Manpower Augmentation Support ITO & SOW; Amendment 0002

Attachment 8 MSOS Individual Training Course ITO & SOW; Amendment 0002

Attachment 9 Past Performance Information Sheet; Amendment 0002

Attachment 10 Past Performance Questionnaire

Attachment 11 Subcontractor Consent

Attachment 12 Client Authorization

Attachment 13 SWMS Modified SF 1408

Attachment 14 Group B Pricing Template NEW!!!!

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

INSTRUCTIONS TO OFFERORS

L-1 GENERAL INFORMATION (Amendment 0002 corrects the paragraph numbering for L-1)

L1.1 General. This section provides guidance for preparing proposals as well as instructions on the format and content of the proposal. The proposal must include all data and information requested and must be submitted in accordance with (IAW) these instructions; incomplete proposals may be considered nonresponsive. Taking exception to any of the requirements specified in this solicitation may result in the proposal being found unacceptable.

Do not merely reiterate the SOW or reformulate the requirements specified in the solicitation. In no case shall words like “we will comply with the requirements of the contract,” or equivalent statements, be acceptable to meet the requirements of this RFP. The Government will not provide reimbursement for any cost incurred during proposal submission.

L1.2 Proposal Format and Content.

L1.2.1 In accordance with USSOCOM policy, the USSOCOM logo shall not be used in proposal submissions.

Elaborate brochures or documentation, binding, detailed art work, or other embellishments are unnecessary and are not desired.

L1.2.2 Proposals shall be submitted in MS Word or searchable PDF format (MS Office 2010 compatible). The price/cost spreadsheets shall be submitted in MS Excel (MS Office 2010 compatible). The proposal when printed must fit on 8.5 x 11 size paper, in 12 point, Times New Roman, single line spacing, with one inch margins. 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 count as one page. Foldout pages may only be used for large tables, charts, graphs, diagrams, and schematics; not for pages of text. For tables, charts, graphs, and figures, the text shall be no smaller than equivalent to Microsoft Word 9 point, Times New Roman.

L1.2.3 Titles and contents of the volumes shall be provided as defined in Table L.1. If page limits in Table L.1 are exceeded, the excess pages will not be read or considered in the evaluation of the proposal. The following will be exempt from page limitations for the RFP: Cover sheets; Table of contents; List of Table and Drawings; Glossaries;

Acronym List; Compliance Matrix; PPQ Tracking Records; Subcontractor Consent Letters; and Client Authorization

Letters.

Table L.1

PARA. VOLUME TITLE COPIES PAGE LIMIT

L-2 Volume I – Technical Proposal 1

L2.2.1 Program Management 45; Plus Key Personnel resumes*

L2.2.2 IDIQ Technical Capability

Language, Regional Expertise & Cultural Instruction 20

MARSOC G7 Exercise Support 20

L2.3 Task Order Proposals

FMD Lessons Learned SOW 15; plus:

Key Personnel resumes*

FMD Manpower Augmentation SOW 15; plus:

Key Personnel resumes*

MSOS Individual Training Course SOW 20; plus:

Key Personnel resumes*

L-3 Volume II – Past Performance Proposal 1

L3.2 Past Performance Summary 3

L3.3 Past Performance Information Sheets Limit 2 pages per citation

L3.4 Past Performance Questionnaires (PPQ) No page limit

L-4 Volume III – Price/Cost Proposal 1 No page limit

L-5 Volume IV – Administrative Material 1 No page limit

*Not-to-exceed 2 pages per resume

L1.3 Electronic Proposal Submission. Offeror shall submit its proposal electronically through FedBizOpps

(www.fbo.gov). Follow instructions on FBO for submitting an electronic response. Large File Notice: Follow FBO instructions for uploading files larger than 10MB. If needed, break the file down into smaller sections in order to upload it to the system. PROPOSALS SUBMITTED THROUGH OTHER MEANS WILL NOT BE

ACCEPTED. Naming Convention for files uploaded to FBO: First 3 letters of offerors name followed by the

Volume number (ABC-VOL I, ABC-VOL II, ABC-VOL III, etc.) Clearly mark the description for each uploaded document by Offeror Name, Solicitation Number and Volume number. Proposals submitted electronically will be considered late unless all proposal documents are transmitted successfully to www.fbo.gov prior to the closing date and time for receipt of proposals (See L1.5). USSOCOM is not responsible for technical difficulties associated with the transmission of any electronic files to the website. The offeror is responsible for ensuring the successful electronic delivery of its proposals. Offerors are encouraged to submit proposals with sufficient time to ensure all proposal documents are successfully uploaded to the website prior to the closing date and time.

L1.4 Proposal Due Date/Time: 08 December 2014/4:00 PM Eastern Time

L1.5 Proposal Validity. All proposals submitted in response to this solicitation shall be binding on the offeror for a minimum of 385 days.

L1.6 Total Small Business Set-Aside. This acquisition is a total Small Business set-aside under North American

Industry Classification System (NAICS) Code 541611, Administrative Management and General Management

Consulting Services, with a size standard of $15M.

L1.7 Discrepancies. If an offeror believes that the requirements in these instructions contain an error or omission offeror shall immediately notify the KO in writing with supporting rationale.

L1.8 Cross-Reference. Each volume shall be written on a stand-alone basis so that its contents may be evaluated with a minimum of cross referencing to other volumes of the proposal. Information required for proposal evaluation which is not found in its designated volume will be assumed to have been omitted from the proposal.

L-2 VOLUME I TECHNICAL PROPOSAL

L2.1 General. In Volume I, address your proposed approach to meeting the requirements of Factors 1 and 2.

Volume I must be specific and complete. All the requirements specified in the solicitation are mandatory. Offerors shall provide the following information to assess their capability (which includes the consideration of risk).

L.2.2 FACTOR 1 - Program Management/IDIQ Technical Capability

L2.2.1 Sub-factor 1.1 – Program Management. The offeror shall submit a clear and comprehensive description of its management approach and corporate resource capabilities to execute all SWMS Group B requirements delineated in the

SOW. Key areas that shall be addressed in the proposal are:

http://www.fbo.gov/ http://www.fbo.gov/

L2.2.1.1 Management Approach. Address your capability to manage a large and geographically dispersed work force and explain how your approach will ensure all SOW requirements are fulfilled. Describe how you will implement and maintain a flexible management structure that will allow rapid response and assignment of personnel to multiple, diverse tasks. Clearly demonstrate how the overall teaming arrangement will provide the expertise required in the various functional areas outlined in the SOW. Clearly demonstrate the capability and understanding to hire foreign persons in order to deliver environment training or other training and education performed in OCONUS locations.

L2.2.1.2 Human Resource Management. Describe your methods to attract, recruit, retain, hire, and train, a capable workforce with the appropriate levels of education, experience, and expertise; to include sourcing unexpected surges, required to accomplish the mission in a timely manner. Provide examples of your ability to recruit quality personnel in the areas identified in the SOW. Describe your procedures to support deployed personnel.

Demonstrate an understanding of the processes required to hire non-US Citizens, perform OCONUS travel, place employees at OCONUS performance locations. Provide a resume for the IDIQ Program Manager who will be tasked with managing the overall contract and describe how the individual fits within your management structure.

L2.2.1.3 Security Management. Describe your process to obtain facility and personnel clearances and how you manage clearance spaces and personnel to include safeguarding classified materials and controlled unclassified information to include handling, storage, and transmission, as applicable, at the contract and task order level.

L2.2.1.4 Organizational Conflict of Interest (OCI). Due to the nature of the support required, performance under task orders could possibly create OCI if not properly monitored. Describe your plan to avoid, neutralize, and mitigate organizational conflicts of interest (OCI) and how it will comply with H.4. Describe your approach to ensuring the protection of another company’s proprietary information and protection of Government information.

L2.2.1.5 Quality Control. Describe your quality control plan, including specific methods and procedures for quality monitoring and tracking that identifies how you will be able to address problem areas quickly and ensure compliance with all contract requirements. The QCP is submitted as part of Volume I and is included in the page count. The QCP will be incorporated into the resultant contract.

L2.2.2 Sub-factor 1.2 – IDIQ Technical Capability. To assess the offeror’s capability to manage and execute non-standard/unique future requirements under SWMS Group B, submit a clear and comprehensive technical proposal to meet the performance requirements as outlined in the Language, Regional Expertise & Cultural

Instruction (LREC) SOW and the MARSOC G7 Exercise Support SOW. Describe your knowledge and understanding of the requirements and provide an overall discussion that demonstrates your capability to manage, transition, and provide the required resources to execute the requirements. Provide an overview of the proposed team that illustrates the experience and competency level of the team members and the ability to provide qualified personnel. These are “sample” requirements and will not result in a task order award at this time.

L2.3 FACTOR 2 – Task Order Proposal. (Amendment 0002 deletes L2.3.4 and L2.3.5) Offerors shall submit a proposal for each SOW provided (Sub-factors 2.1-2.3); these are actual requirements that will result in task order awards.

Sub-factor 2.1–Force Management Directorate (FMD) Lessons Learned (Section J Attachment 6)

Sub-factor 2.2–FMD Manpower Augmentation Support (Section J Attachment 7).

Sub-factor 2.3–Marine Special Operations School (MSOS) Individual Training Course (ITC) (Section J

Attachment 8)

Proposals must be IAW these requirements and the additional instructions provided for each TO in order to be compliant with this RFP. The number of TOs included in the Group B RFP is not representative of the number of task orders anticipated over the life of the program; however, they are representative of the types of support required under this contract. Additional task orders will be awarded under this contract.

L2.3.1 Technical. Describe your knowledge and understanding of the requirements and provide an overall discussion of how you will meet the requirements outlined in the TO SOW.

L2.3.2 Personnel. Describe your proposed plan to meet all personnel skill requirements; to include security clearances, identified in the SOW and how you will manage geographically dispersed personnel; as applicable.

Describe how you will handle the requirement for mission essential travel to hostile environments and the impact to benefits and costs; as applicable. In addition for Key Personnel identified, provide a resume that clearly reflects the proposed person meets all skill requirements identified in the SOW. NOTE: Resumes other than those requested will not be evaluated.

L2.3.3 Transition Plan. Describe your transition approach to execute a smooth and seamless transition that ensures minimal disruption to the organization. This description shall include management expertise, ability to meet all security requirements (facility and personnel), procedures and policies, risk mitigation techniques, flexibility, and experience that when viewed collectively demonstrates the offeror’s ability to successfully execute a contract phase-

in. Address how your transition plan will ensure personnel with the appropriate security clearances are in place day

1 of the task order performance start date.

L-3 VOLUME II – PAST PERFORMANCE PROPOSAL

L3.1 FACTOR 3 – Past Performance Contents. Submit information on the contracts considered most recent and relevant in demonstrating the company’s ability to perform the requirements identified in the SOW.

Offerors are cautioned that the Government will use the information provided and information obtained from other sources for the overall evaluation of past performance. The Government will not evaluate personal references.

The offeror shall submit a Past and Present Performance Proposal (Volume II) that contains the following:

1. Table of Contents

2. Past Performance Summary (L3.2)

3. Past Performance Information Sheets (L3.3)

4. Past Performance Questionnaires (L3.4)

5. PPQ Tracking Record

6. Subcontractor Consent/Client Authorization Letters (L3.6)

L3.2 Past Performance Summary. Provide a summary describing the role of the offeror and each subcontractor, teaming partner, and/or joint venture partner. Include rationale supporting the assertion of relevance, but note the

Government is not bound by the offeror’s opinion of relevancy. Clearly link past performance to the factors/sub-factors; explain what aspects of the contracts are deemed relevant to the proposed effort. This may include a discussion of efforts accomplished by the offeror to resolve problems encountered on prior contracts as well as past effort to identify and mange program risk.

L3.3 Past Performance Information Sheets (Section J Attachment 9). The offeror shall submit a maximum of 5

Past Performance Information (PPI) Sheets with an emphasis on the prime offeror. Offerors must submit information for those contracts which are relevant to demonstrate the ability to perform all of the work identified in the Group B SOW.

L3.4 Past Performance Questionnaires (Section J Attachment 10). The offeror shall submit Past Performance

Questionnaires (PPQ) for those contracts identified on the information sheets. The completed questionnaire shall be submitted directly via email from the reference to karen.stevens@socom.mil and sherri.ashby@socom.mil by the due date established for receipt of offers. The offeror is responsible for distributing the questionnaires and providing a tracking record that shows who they sent them to and the contact information for the individuals. Once PPQ’s are completed by the POCs, the information contained therein shall be considered source selection information and shall not be released.

L3.5 Relevant Contracts. Relevancy will be determined based on contract references reflecting past and present performance over the past five years. Contract efforts will be considered either relevant or not relevant. The

Government will perform an independent analysis in determining the relevancy of a contract based on the data provided and/or obtained.

L3.5.1 For the prime offerors, relevancy is defined as contracts with the same contract type, dollar value, similarities in the types of services provided, complexity, numbers of personnel required on the contract being reviewed when compared to those of the SWMS Group B requirements. The past performance should be similar in breadth and depth related to the functional areas as outlined in the SWMS Group B SOW.

mailto:karen.stevens@socom.mil mailto:sherri.ashby@socom.mil

L3.5.2 For proposed subcontractors/teaming partners, relevancy is defined by that which reflects experience in the area of expertise the subcontractor is projected to actually perform under the program, (i.e. specific functional areas in the SOW).

L3.5.3 In the case of a newly formed business entity or in contractor teaming arrangements where the company is relying mostly on the past performance and experience of its key personnel, partners on the team, or on a major subcontractor(s), the proposal must clearly explain "whose" past performance, and "how" that past performance is relevant to the procurement. Resumes or letters of recommendation are not a valid past performance submissions.

L3.5.4 When making relevancy determinations, the definitions in Table L.2 will be utilized.

Table L.2

Relevant (R)

Present/past performance effort involved similar scope and magnitude of effort and complexities this solicitation requires.

Not Relevant (NR)

Present/Past or Present Performance effort involved little or none of the scope and magnitude of effort and complexities this solicitation requires.

L3.6 Subcontractor Consent (Section J Attachment 11/Client Authorization Letter (Section J Attachment 12

Client Authorization Letter). The offeror shall submit, along with the information required in this paragraph, a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse PPI to the offeror so the offeror can respond to such information. For each commercial customer citation, the offeror shall also submit a client authorization letter.

L-4 VOLUME III – PRICE/COST PROPOSAL

L4.1 FACTOR 4 – Price/Cost General. Price/cost information shall only be addressed within this volume. Offerors must ensure task order proposals are submitted IAW these instructions and the TO specific instructions provided. The burden of proof for credibility of proposed prices rests with the offeror and the numbers must be verifiable. Any inconsistency between proposed performance and price/cost shall be explained in the task order proposals. A significant inconsistency, if unexplained, may raise a question of the offeror’s understanding of the nature and scope of the work required and its ability to perform within the proposed price/cost constraints, which may cause the proposal to be rejected.

Note: It is expected that IDIQ level personnel would be an indirect cost, if this is inconsistent with the offeror’s accounting practices, offerors shall include as a direct cost and provide basis of estimate.

L4.2 Offerors are to provide a total Firm-Fixed-Price (FFP) for the following task orders using Attachment 14

Group B Pricing Template. Price shall be inclusive of all direct (i.e., direct labor, material, and ODCs) and associated indirect costs plus profit related to the task order. Proposed price shall be identified by base and option periods. Offeror shall submit supporting information required to evaluate FFP prices. The offeror shall provide basis of estimates ODCs in sufficient detail to ensure that the offeror has a complete understanding of the task order.

Subcontractor sealed packages are not required. Travel costs will be reimbursed on a separate cost reimbursable

CLIN (fee will not be applied to travel costs). Travel includes transportation, lodging, meals and incidental expenses consistent with the Joint Travel Regulations. The travel CLIN does not cover DBAs, visas, insurance, or other associated costs for performance OCONUS.

L-5 VOLUME IV – ADMINISTRATIVE MATERIAL

L5.1 General. The purpose of this volume is to provide information to the Government for preparing the contract document and supporting file; as well assist the KO in making a responsibility determination. Offerors shall provide the following additional administrative material.

L5.2 Facility Security Clearance. The offeror must possess, or acquire prior to award of the contract, a Top Secret

Facility Clearance as accredited by the Defense Security Service (DSS) in accordance with the contract level

Contract Security classification Specification (DD Form 254). If an offeror that is an apparent IDIQ awardee does not possess a TS facility clearance by the time the IDIQ contracts are awarded, they will be ineligible to receive any task order awards until a TS FCL is obtained. Storage of information is not anticipated to be required at the contract level; however, the contractor shall meet all requirements of the Task Order level DD Form 254 requirements.

USSOCOM cannot sponsor a FCL without a contract in place. Since the solicitation itself does not require any access to classified material; an offeror that does not currently possess a Top Secret FCL can submit as part of their proposal, evidence that the process has been initiated with DSS under another contract award to include status on the accreditation process.

L5.3 Contract Forms and Certifications.

L5.3.1 Proposal cover page which includes names, office phone numbers, cell phone numbers, and email addresses for individuals who are authorized to discuss the proposal with government personnel on behalf of the offeror.

L5.3.2 Section A – Solicitation/Contract Form

Complete blocks 12-16, and the Signature and Date blocks 17 and 18, of the Standard Form 33. A signature by the

Offeror on the Standard Form 33 constitutes an offer, which the Government may accept. The "original" copy shall be clearly marked under separate cover.

L5.3.3 Section I – Contract Clauses

All clauses from the IDIQ contract apply over to subsequent TOs, and have the same applicability despite omission of these clauses on each TO. The offeror shall complete all TO requirements IAW terms and conditions of the IDIQ contract and any additional terms and conditions specified in the TO.

L5.3.4 Section K – Representations, Certifications, and other Statements of Offerors

Contractor shall complete all representations, certifications, acknowledgement, statements and required fill ins.

L5.3.5 Acknowledgement of amendments (SF30), if applicable.

L5.4 Current Adequate Accounting System. IAW Federal Acquisition Regulations (FAR) Part 30; Cost

Accounting Standards (CAS) do not apply to small business concerns. IAW FAR 16.306 (c), no CPFF contract may be awarded unless the limitations in FAR 16.301-3 are met. One of the limitations cited is that the contractor’s accounting system must be adequate for determining costs. The offeror shall provide valid documentation from

DCMA, DCAA or other Federal Audit Agency that they have an adequate accounting system for operating Government cost type contracts to be considered for award. The offeror may provide other information that allows the contracting officer to determine that the contractor's accounting system will permit timely development of all necessary cost data for the cost type CLINs and the negotiation of cost in accordance with the FAR and applicable supplements in order to be considered for award. If the offeror does not currently have valid documentation (within the last 3 years) regarding an adequate accounting system, the Offeror shall complete Section J Attachment 13 –SWMS Modified SF

1408 Preaward Survey of Prospective Accounting System Checklist with supporting documentation. An advanced copy of the offeror's SF 1408 with supporting documentation shall be forwarded to the cognizance DCAA and to the

Contracting Officer. Offeror’s are cautioned that determination of the adequacy of the accounting system must be accomplished to be eligible for contract award. Therefore, offerors shall be prepared to support DCAA audits upon the initiation of the audit.

SECTION M - EVALUATION FACTORS FOR AWARD

EVALUATION FACTORS FOR AWARD

M-1 EVALUATION PROCESS

M1.1 Introduction. This section outlines the criteria the Government will use in evaluating the offeror’s proposals for the SWMS Group B contracts. The Government will evaluate each offeror’s capabilities and proposal elements against the evaluation criteria set forth below. This is a competitive, best value, source selection using a tradeoff process that will be conducted in accordance with (IAW) Federal Acquisition Regulation (FAR) Part 15 and

Defense Federal Acquisition Regulation Supplement (DFARS) Part 215. The Government intends to make multiple prime contract awards under this solicitation.

M1.2 Evaluation. The Government will evaluate all proposals received against Technical, Past Performance, and

Price/Cost in accordance with Table M.1. Order of Importance: Factors 1 through 4 are in descending order of importance. Sub-factors within Factor 1 are in descending order of importance. Sub-factors within Factor 2 are of equal importance. When combined all non-price/cost factors are significantly more important than price/cost.

Table M.1

FACTOR TITLE Evaluation Rating

Factor 1 Program Management/IDIQ Technical Capability Rollup Color/Risk

Sub-factor 1.1 Program Management Color/Risk

Sub-factor 1.2 IDIQ Technical Capability Color/Risk

Factor 2 Task Order Proposal Rollup Color/Risk

Sub-factor 2.1 FMD Lessons Learned SOW Color/Risk

Sub-factor 2.2 FMD Manpower Augmentation SOW Color/Risk

Sub-factor 2.3 MSOS Individual Training Course SOW Color/Risk

Factor 3 Past Performance Proposal Confidence Rating

Factor 4 Price/Cost Proposal Total Evaluated Price/Cost

M1.3 Eligibility. In order to be eligible for award, a proposal must comply in all material respects with the requirements of the law, regulation and the terms and conditions set forth in this solicitation; and the offeror must be determined responsible according to the standards set forth in FAR Subpart 9.1. Failure to comply with the terms and conditions of the solicitation may result in the offeror’s proposal being considered unacceptable.

M-2 EVALUATION PROCEDURES FOR FACTORS AND SUBFACTORS

M2.1 The Government’s evaluation team will evaluate the offeror’s proposal and apply a combined Technical

(Color) and Risk rating to each Factor 1 and 2 Sub-factor IAW Section M Table M.2. Evaluation of proposals will focus on strengths, weaknesses, significant weaknesses, and deficiencies. The sub-factor ratings for Factors 1 and 2 will be rolled up to an overall rating for Factors 1 and 2. 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. Offerors that simply restate the Government’s requirement will be rated unacceptable.

Table M.2

Combined Technical/Risk Ratings

Color Rating Description

Blue Outstanding Proposal meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses. Risk of unsuccessful performance is very low.

Purple Good Proposal meets requirements and indicates a thorough approach and understanding of the requirements. Proposal contains strengths which outweigh any weaknesses. Risk of unsuccessful performance is low.

Green Acceptable Proposal meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are

Combined Technical/Risk Ratings

Color Rating Description offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Yellow Marginal Proposal does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The proposal has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is high.

Red Unacceptable Proposal does not meet requirements and contains one or more deficiencies. Proposal is un-awardable.

M2.2 Factor 1 – Program Management/IDIQ Technical Capability. The assessment will evaluate the adequacy of the proposed approach and methodology to manage and execute the full range of Group B SWMS requirements.

Sub-factors are in descending order of importance.

M2.2.1 Sub-factor 1.1 Program Management. The assessment will evaluate how well the offeror’s management plan describes an approach to ensure all resources are available to successfully execute SWMS Group B requirements.

M2.2.2 Sub-factor 1.2 IDIQ Technical Capability. The assessment will evaluate how well the offeror’s proposal for LREC and MARSOC G7 describes an adequate management and technical approach that demonstrates a capability to execute future requirements of this nature and ensures successful execution of future requirements.

M2.3 Factor 2 – Task Order Proposal. The assessment will evaluate how well the offeror’s proposal for each TO describes a complete approach and provides insight into how it will manage and execute each task order. Sub-factors

2.1, 2.2, and 2.3 are…