H92254-08-R-0001-0004.pdf

H92254-08-R-0001

DCMA OHIO RIVER VALLEY

1725 VAN PATTON DRIVE, AREA C BUILDING 30

WRIGHT-PATTERSON AFB OH 45433

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

FAR (48 CFR) 53.243

1. The purpose of this amendment is to provide information for the Oral Proposals on Sample Task Four - Contract transition under solicitation H92254-08-R-0001. This amendment incorporates changes to sections L&M and issues the sample task.

2. The required response date/time is 10 November 2008 no later than 1200 hours, Eastern Standard Time.

3. See Summary of Changes

1. CONTRACT ID CODE PAGE OF PAGES

S 1 26

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

16C. DATE SIGNED

BY 28-Oct-2008

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

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X H92254-08-R-0001

X 9B. DATED (SEE ITEM 11)

01-Aug-2008

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

(a) By completing Items 8 and 15, and returning copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

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

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

28-Oct-2008

CODE

SOFSA

5749 BRIAR HILL ROAD

ATTN: KARENE SPURLIN

BLUEGRASS STATION

LEXINGTON KY 40516-9723

H92254 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE S3605A

FACILITY CODECODE

EMAIL:TEL:

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

Sections L & M of solicitation H92254-08-R-0001 are hereby amended to reflect the following:

L.1.1.2 Proposal Copies: Offeror shall submit one CD-ROM with one hard copy of the briefing slides with note pages.

L-1.1.2.1 Labeling Proposals: All proposal media submitted shall reflect the following information on the address label:

- Solicitation Number H92254-08-R-0001 SOFSA

- The legend “TO BE DELIVERED UNOPENED TO:

United States Special Operations Command (USSOCOM) ATTN: SOFSA, Ms. Karene Spurlin”

- The contents of each package shall be clearly marked for inventory purposes.

L-1.1.2.2 Mailing Instructions: All mailed proposal documents shall be addressed and delivered to:

USSOCOM

ATTN: SOAL-KM (Bldg 306, Ms Karene Spurlin) 7701 Tampa Point Boulevard MacDill AFB, FL 33621-5323

NOTE: Offerors are cautioned that since Sept 11, 2001, Federal Express only has one scheduled run to the base to deliver overnight mail that generally reaches the base approximately 10:30 a.m. daily. Please check with Federal Express prior to sending proposals to ensure your packages will arrive on time.

L-1.1.2.3 Hand Carrying Instructions: All hand-carried proposals shall be delivered to the following address.

Offerors are requested to please call ahead to Ms. Nicholson at (813) 282-8795 x6101 to provide notification of pending arrival:

USSOCOM – Directorate of Procurement ATTN: SOAL-KM (Karene Spurlin) 2305 Florida Keys Avenue, Building 306 MacDill AFB, FL 33621-5323

NOTE: Offerors are cautioned that since Sept 11, 2001, access to MacDill AFB, Tampa, FL is extremely limited. It is highly discouraged. Military, retired military or Government Identification Cards are required. Any other visitor wishing to enter the base has to first process a visit request for approval to enter the base. Requests should be e-mailed to Ms. Debra Nicholson at debra.nicholson.ctr@socom.mil at least 10 days prior to hand-delivering proposals.

L-2 Special Instructions for Preparation of Proposals:

(a) General Information

(1) Instructions. Instructions contained herein are for preparing proposals and providing data and presentations to the Government in response to this solicitation.

(2) Compliance. Proposals must comply fully with these instructions. Proposals that fail to do so may be rejected as non-responsive. Proposals shall include all of the information requested in these instructions. The proposal shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The proposal should not simply rephrase or restate the Government’s requirements; rather Offerors shall provide convincing rationale to address how they intend to meet these requirements. Offerors shall assume the Government has no prior knowledge of their facilities and/or experience, and will base its evaluation on the information presented in the Offeror’s proposal.

(3) Page limits. Proposals shall be submitted in two volumes, with page limits as follows:

Volume Number Volume Title CD-ROM

Copies Volume Page Allocations

VOL I

Sample Task 4 – Contract Transition - ** Oral Proposal

- Briefing Slides

- Letters of commitment or intent

1 CD & 1

hard copy of slides printed w/ note pages

Unlimited for slides 1 per briefer

VOL III Cost/Price 1 Unlimited

L-2.1.4 Oral Proposals: The proposal for the sample task “Contract Transition” will be submitted no later than 10 November 2008.

L-2.2 Format will be followed for the documents as specified in L-2.2.1 – L-2.2.7.

Add:

L-3.1.6 Contract Transition Plan: The Offeror shall address all actions that are to be performed in order to transition from the incumbent to the successor /awardee successfully. The Offeror will propose a firm fixed price payment provision for the resulting task order and risks associated. The Offeror shall address non-proprietary incumbent contractor data deemed essential in the planning and execution phase of the contract transition. The Offeror shall address any subcontractor support during the transition and specific areas they will provide support. Offeror will be required to provide suggested remedies and resolutions in response to this sample task. Further, H.10 Novation should be addressed appropriately in the transition plan. The Offeror shall limit the transition period to four-months in duration.

L-3.2.3 Oral Sample Task: The oral presentation shall consist of the Offeror’s proposal for the transition sample task.

L-3.3.2.3 Transition Costs: Total transition costs shall be those costs estimated to be incurred during the transition period (forecasted 4-month period) only. Transition costs should include all costs associated with reviewing and transferring accountability of existing equipment, facilities, workload proposal preparation (new work), and review/negotiation of ongoing task orders for cost to complete (use 125 task orders). The direct labor, indirect rates and factors associated with workforce training and orientation maybe included.

NOTES. The Government will not accept notes supplementing the oral presentation. Any deviation from the presentation slides used during the orals will warrant the proposal unacceptable. This includes marketing tactics used during the presentation or in the submission. Further, only those slides covered by the briefer will be evaluated.

Ground Rules for Oral Presentation Scheduling and Location. Offerors will be contacted to schedule oral presentations for the sample task to be held in Tampa, FL. A random selection on the order of evaluation was done 1 Oct 2008. This order will be consistent with the oral proposals. The Government intent is to do half of the oral proposals the week of 17 November 2008 and the other half will be completed in the December/January timeframe. All oral proposal submittals will be due on 10 November 2008. By separate correspondence the Government will contact the companies directly to provide information on the oral presentations (time, place, date). A point of contact for the company with phone number and email address must be provided no later than 10 November 08 for scheduling of the oral presentations.

Each session shall consist of the following process:

-- Offeror's presentation, time not to exceed 120 minutes in duration -- 60 minutes presentation time, 10 minute break immediately following

-- 60 minutes presentation time Government Evaluators. Government personnel attending the oral presentation will consist of the Contracting Officer, other contracting office staff, as necessary, and members of the Source Selection Evaluation Team (SSET).

Government observers may be present. Only members of the SSET will evaluate the presentations.

Offeror’s Personnel. The featured speakers shall be restricted to only those personnel proposed to actually execute the transition task order. Each Offeror shall have no more than six-personnel, inclusive of speakers, for the complete duration of the presentations. Letters of commitment or intent must be submitted for each briefer.

Communications. The only exchanges or two-way dialog the government will engage in during the oral presentations will be limited to clarifications; otherwise, the conversation will be one-way (from the Offeror to the government) during the oral presentations.

Rescheduling. The Government reserves the right to reschedule any Offeror’s presentation at the discretion of the Contracting Officer. The Offeror will be notified of any change to the scheduled date, time, or location of their oral presentation. The Offeror shall notify the Contracting Officer immediately of any emergency that would preclude the Offeror from presenting at the specified time and/or date. The Government will try to accommodate legitimate emergencies, but reserves the right to decline to reschedule the Offeror’s oral presentation.

Recording. The oral proposals will not be recorded.

Conflict between Oral Presentation and Written Slides: Should information presented during any Offeror’s oral presentation conflict with information found within the corresponding presentation slides, the written slides will take precedence over information presented during oral presentation.

Presentation Charts. Slides may contain company name and logo but may not contain the SOCOM or its Components logo or any other military logo. There is no limit to the number of slides. The slides shall be configured, both in the amount of data, color scheme, and font size, as to be easily readable from a distance of 30 feet. The Offeror must brief each slide presented or the slide will be removed from the evaluation. The printed slides to be delivered shall be submitted with the dialog on the notes page section. Only one slide per page with notes section is permitted (8.5 x 11).

Cost Data. Cost data shall not be addressed at any point during the oral presentation.

Miscellaneous. The written slides will become part of the successful Offeror’s contract.

Offeror’s questions regarding this amendment must be submitted no later than 6 November 2008. All questions will be emailed to karene.spurlin@socom.mil with the subject line: Questions on H92254-08-R-0001.

The Contracting Officer will contact Offerors with location, time and date no later than 12 November 2008 for the first group and will contact the second group five days prior to the oral proposals with the same information.

The Government will provide facilities and equipment for the briefing; however, the contractor shall provide the operator. The Offeror has the right to provide a laptop computer and portable projector for the oral proposals and will be allowed 15 minutes prior to the presentation for setup.

The Government will be responsible for time keeping during the oral presentation.

Statement of Objectives (SOO) For Sample Task 004 Contract Transition

1.0 Background

The purpose of the Transition Sample Task is for the Offeror to identify all actions that are to be performed in order to transition from the ‘incumbent’ Special Operations Forces Support Activity (SOFSA) Prime Contractor to the ‘successor’ SOFSA Prime Contractor (awardee). The transition event will be headquartered at Bluegrass Station (BGS), with the Government SOFSA staff providing integral support and oversight to the transition activities.

There can be no disruption or delay to the critical Contractor Logistics Support (CLS) services being rendered to all SOFSA customers, but more specifically to our SOF customers. The Government SOFSA staff is small in size, providing 25 US Army civilian employees and another 15 contractor support personnel.

2.0 Assumptions and Constraints

2.1 Assumptions

2.1.1 The transition period shall begin with the date the Offeror is notified to proceed and shall not exceed 120 days.

2.1.2 Upon request, the Offeror shall receive, in timely fashion, copies of any non-proprietary incumbent contractor data deemed essential to the planning and execution phases of the contract transition.

2.1.3 There is limited administrative space at Blue Grass Station to support the successor’s transition team.

2.2 Constraints

2.2.1 The completion of all inventories is the responsibility of the successor contractor.

2.2.2 The locations of contract performance are at the following sites: Blue Grass Station, KY; Blue Grass Army Depot, KY; Ft. Walton Beach, FL. There is an administrative facility at Ft. Bragg, NC. There is also a warehouse customer-funded warehouse located in Lexington, KY.

3.0 Contract Requirements

3.1 The Offeror shall identify the organizational construct of their proposed ‘transition team’ and how it will work alongside their proposed successor management team, the incumbent’s contractor team, and the SOFSA Government Staff. The Offeror shall identify the office requirements and proposed operating location for the team.

The Offeror shall address their proposed successor and incumbent transition plan ‘rules of engagement.’

3.2 The Offeror shall present a detailed program plan, with the schedule depicting all tasks and major milestone events required to ensure success during the transition period. The plan shall address resource requirements, expectations, risks, etc. associated with the transition effort.

3.2.1 The Offeror shall identify all data, information, services, and any other action/product from the incumbent and/or SOFSA Government Staff which is deemed necessary to the success of the transition effort. The listing will identify the information requirements needed in the (1) pre-transition phase (immediately after contract award announcement) and the (2) transition phase.

3.2.2 The Offeror shall identify any government-owned system applications requiring access rights in order to perform essential duties during the pre-transition and/or transition phases.

3.2.3 The Offeror shall present their methodology for validating and accepting all customer-owned and contract property. The Offeror shall identify their recommended approach to rapidly handling any property reconciliation issues, should they arise.

3.2.4 The Offeror shall address how they intend to manage the full gamut of SOFSA Enterprise operations (supply, transportation, facility maintenance, management information systems/information technology support, custodial support, etc.) during the transition period.

3.2.5 The Offeror shall identify how the MIS/IT architectures will be addressed. Specifically, the Offeror shall address their strategy for (1) implementing the successor-proposed system applications, (2) migrating data/information from the incumbent’s managed IT infrastructure (which is Government-owned), (3) requesting SOFSA DAA Representative review/approval before implementing any successor proposed hardware/software into the SOFSA network (‘SOFSANet’) environment, and (4) converting all existing MIS/IT hardware and its architecture into an effective/efficient enclave for uninterrupted SOFSANet operations.

3.2.6 The Offeror shall address how they intend to manage the transition of all active task orders from incumbent to successor during the transition period. The Offeror shall address all pertinent programmatic areas associated with the transition effort. The Offeror shall discuss their plans to minimize any cost, schedule, and performance impacts to any of the on-going customer projects. Discussion will also include how the Offeror will address incoming (new) work being awarded under the new SOFSA contract.

3.3 The Offeror shall identify their plan for migrating and executing all measures of security for the SOFSA operation.

3.4 The Offeror shall identify all transition costs, and how they intend to manage/control costs during the transition period.

3.5 The Offeror shall provide their risk assessment for all applicable areas of the transition, and their risk mitigation strategies, where necessary.

4.0 MANAGEMENT

4.1 The Offeror shall propose how they intend to track and report on their performance throughout this period.

4.2 The Offeror shall provide a list of proposed metrics and reports for evaluating successor contractor performance IAW this SOO.

Section M The following is revised from solicitation H92254-08-R-0001:

M-4 Evaluation Criteria When evaluating management and technical areas, the Government will use the following standards. For a company to be successful they must clearly and concisely demonstrate an understanding and capability in meeting the standards. Information not contained in the proposal will not be considered in the evaluation. Offerors are reminded that the burden of providing sufficient data rests with the Offerors and that award can be made without discussions.

Factor 9 – Sample Task – Contract Transition

9.1.1 The Offeror clearly demonstrates an understanding of the teaming required for the transition period.

9.1.2 The Offeror demonstrates a thorough understanding of all requirements, resources, and challenges to executing/achieving a successful transition, while minimizing impacts to the SOFSA government staff.

9.1.3 The Offeror demonstrates an executable plan for the transfer of all Government property for accountability to the new contract.

9.1.4 The Offeror demonstrates how they will manage all Enterprise operations during the transition.

9.1.5 The Offeror demonstrates how they will manage all current and new work during the transition period, to include how they will minimize programmatic impacts to current work.

9.1.6 The Offeror demonstrates which ‘transition reports and metrics’ are critical to achieving success.

Area III Cost/Price The Government will evaluate the Offeror’s proposal based on competition. The Government expects firm fixed priced payment provisions for this task order. Competition will be the basis for the cost evaluation. However, how the prices are arrived at will be required to support the proposal. The Offeror is cautioned that the pricing must be in line with the proposals submitted against the basic solicitation.

Attachment (28) Final DD 254 Attachment (35) Performance Management Plan (Quality Assurance Surveillance Plan) Attachment (36) Processes Not Disclosed During Industry Day

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 (YYMMDD)

b. SUBCONTRACT NUMBER

b. REVISED (Supersedes all previous specs) Revision No.

Date

(YYMMDD)

c. SOLICITATION OR OTHER

NUMBER

H92254-08-R-0001

DUE DATE (YYYYMMDD)

20081001 c. FINAL (Complete Item 5 in all cases) Date (YYMMDD)

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

TBD

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

TBD

7. SUBCONTRACTOR

a. NAME, ADDRESS, AND ZIP CODE b. CAGE

CODE

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

8. ACTUAL PERFORMANCE

a. LOCATION

SEE ITEM 13

b. CAGE

CODE

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

9. GENERAL IDENTIFICATION OF THIS PROCUREMENT

Provide services and material as required for logistics support to Special Operations Forces.

Contract Period Of Performance: 1 Jan 2009 - 30 Sep 2018 (DD Form 254 will be reviewed annually)

10. THIS CONTRACT WILL REQUIRE

ACCESS TO:

YE

S

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 DOD 5400.7-R l. OTHER (Specify ) Access to all USSOCOM government facilities requires contractors to possess a minimum of a secret clearance.

X

k. OTHER (Specify)

FP/ACCCM

NIPER/SIPRNET access required at government facilities only.

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.)

While performing duties within HQ USSOCOM, JSOC, AFSOC, NSWC, NSWG2, MARSOC, or USASOC owned and operated facilities, the contractor must also adhere to all service/component command/local security directives, regulations, and standard operating procedures at different contract performance locations. The Program Manager listed in block 16 will provide a copy of all applicable security directives for this contract. Appropriate local service/component 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 identification badges and/or 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.

Item 8 Continued:

a. Special Operations Forces Support Activity b. TBD c. Defense Security Service Bluegrass Station Bldg 3216, Little John Drive 5749 Briar Hill Road Huntsville, AL 35898 Lexington KY 40516

a. SOFSA Facility b. N/A c. Defense Security Service Blue Grass Army Depot Bldg 3216, Little John Drive Richmond, KY 40475 Huntsville, AL 35898

a. SOFSA Facility b. TBD c. Defense Security Service 91 Hill Avenue, Suite 201 Bldg 3216, Little John Drive Ft Walton Beach, FL 32548 Huntsville, AL 35898

Ref 10a: COMSEC security requirements apply. Contractor must forward requests for COMSEC material/information to the appropriate COMSEC officer through the program office. The contractor is governed by DoD 5220.22-M, NISPOM. Access to COMSEC material by personnel is restricted to U.S.

citizens holding final U.S. Government clearances. Such information is not releasable to personnel holding only reciprocal clearances. The government program/project manager shall designate the number of personnel requiring cryptographic access. The number will be limited to the minimum necessary and will be on a strict need-to-know basis. Additional COMSEC requirements may be required at non USSOCOM locations/facilities (based on service/command requirements). The Performance Monitor or component command COR at these locations/facilities will provide specific information.

Prior approval of the contracting activity is required for subcontracting.

-Subcontracting of COMSEC material requires special briefings.

-Access to COMSEC material requires special briefings.

-Access to classified COMSEC material requires a final U.S. Government clearance at the appropriate level.

-Access to COMSEC material may require contractor to complete a counterintelligence (CI) scope polygraph examination.

Ref 10j: FOUO information/provided under this contract shall be safeguard 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 and/or each Military Service Component (AFSOC, NSWC, NSWG2, USASOC, and MARSOC) facilities are under the auspices of the respective Command or Component FPPCO. Additional ACCM requirements may be required at non USSOCOM locations/facilities (based on service/command requirements).

The Performance Monitor or component command COR at these locations/facilities will provide specific information. USSOCOM Contracting Activity will be notified prior to any portion of this contract being subcontracted out.

Ref 10k: SIPRNET access will be at SOFSA Lexington KY facility and at government locations only.

Ref 11c: The contractor requires access to classified source data up to and including Top Secret in support of the work effort. Any extracts or use of such data requires the contractor to apply derivative classifications and markings consistent with the source documents. Use of “Multiple Sources” on the “Derived From” line necessitates compliance with the NISPOM, paragraph 4-208a, and the use of a bibliography.

Ref 11d: Contractor must provide adequate storage at their facility for classified hardware to the level of Secret.

Ref 11h: See Item 10a instructions for further guidance on COMSEC involved contracts.

Ref 11j: The contractor must comply with special OPSEC requirements contained in the contract or addendum thereto. The contracting activity will be involved in approving OPSEC requirements for subcontracts. See SOO Para 2.2.9 for additional OPSEC requirements.

Ref 11j: Ref 11k: DCS services will be requested from:

Commander, Defense Courier Service Attn: Operations Division Fort George G. Meade, MD 20755-5370

-All development of databases, classified hardware, and graphics will be done upon appropriately approved automated information security (AIS) equipment.

-All classified information/hardware developed will be classified pursuant to derivative classification procedures or as any applicable classification guide so dictates (NISPOM Ch 4, Section 2) and Executive Order 12958 as amended. All applicable classification guides will be identified and made available by the program manager located in block 16.

-Meetings or visits conducted by the contractor will be done IAW NISPOM Ch. 6.All classified material generated under this contact will be derivatively classified IAW Executive Order 12958 as amended, based on existing source documents or applicable classification guides.

Reviewed/Approved Michael Cauble USSOCOM Industrial Security 21 Oct 08

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.)

While performing at Military Service/Component Command (USSOCOM, JSOC, AFSOC, NSWC, NSWG2, MARSOC, or USASOC) owned and/or operated locations/facilities, the contractor will adhere to the respective Military Service/Component Command: Information Security Program, ADP and DoDIIS Programs, Physical Security Program, Industrial Security Program, and SCI/SAP program (if applicable). Appropriate local service/component command security directives, regulations, and standard operating procedures will be provided by the requiring agency (normally through the Performance Monitor or component command COR) at these locations/facilities. 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.

Provide control, accountability and physical security for Government owned arms, ammunition, and explosives IAW DOD 5100, 76M.

Ref 11j: See SOO para 2.2.9 for additional OPSEC requirements.

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.

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.)

Defense Security Service is relieved of inspection responsibility within USSOCOM and/or each Military Service Component (JSOC, AFSOC, NSWC, NSWG2, MARSOC, and USASOC) owned and operated locations/facilities. Classified contract activities and performance at each Military Service’s locations/facilities are governed by applicable service/component command/local security directives, regulations, and standard operating procedures and are the responsibility of the respective Security Officers. Collateral contractor classified operations conducted within military installations/facilities will be under the Security Cognizance of the services respective Security Management Office.

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

Karene L. Spurlin

b. TITLE Chief, SOFSA BMD

c. TELEPHONE (Include Area Code) 859-293-3461

d. ADDRESS (Include Zip Code) 17. REQUIRED DISTRIBUTION Bluegrass Station 5749 Briar Hill Road Lexington, KY 40516

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

DD FORM 254 (BACK), DEC 1999

Attachment (28)

Special Operations Forces Support Activity

(SOFSA)

Contractor Logistics Support Services

Performance Plan

CONTRACT H22254-09-D-0001

January 2009

SOFSA PERFORMANCE PLAN

TABLE OF CONTENTS

CHAPTER PAGE

INTRODUCTION

1. SYNOPSIS OF THE CONTRACT

2. OBJECTIVE

3. GOALS OF THE MULTI-FUNCTIONAL TEAM

4. ROLES AND RESPONSIBILITIES

5. PERFORMANCE ASSESSMENT

6. PERFORMANCE MANAGEMENT

7. MULTI-FUNCTIONAL TEAM MEMBERSHIP

8. PERFORMANCE PLAN SURVEILLANCE PROCEDURES

9. SUMMARY OF THE CONTRACTOR'S REQUIRED LEVEL OF QUALITY

10. SUMMARY OF THE GOVERNMENT'S QUALITY ASSURANCE MANAGEMENT

SYSTEM

11. PERFORMANCE MEASUREMENT

12. CONTRACT SURVEILLANCE

13. QUALITY ASSURANCE MANAGEMENT SYSTEM DOCUMENTATION

14. ACCEPTANCE OF SERVICES

15. QUALITY ASSURANCE MONTHLY REPORT

16. MEMORANDUM FOR RECORD

17. CONTRACT SURVEILLANCE SYSTEM

18. ACRONYMS

ATTACHMENT 1, Service Summary Requirements ATTACHMENT 2, Certificate Of Service ATTACHMENT 3, Quality Assurance Monthly Report ATTACHMENT 4, Quality Assurance Personnel Surveillance

INTRODUCTION

This performance plan is designed to assess and document contractor performance in accordance with the requirements set forth in the Performance Work Statement (PWS) as well as to provide the Quality Assurance Personnel (QA Personnel) and Contracting Officer Representatives (CORs) an effective and systematic surveillance method to evaluate the services the contractor is required to furnish and not the details of how the Contractor accomplishes the work.

The performance plan is based on the premise that the contractor and not the Government is responsible for management and quality control actions to meet the terms of the contract and allow the contractor to operate within the specified performance requirements. The role of the Government is to ensure the terms of the contract are met.

1. SYNOPSIS OF THE CONTRACT

1.1. Contract Type: The SOFSA contract is a single award Indefinite-Delivery Indefinite-Quantity (IDIQ) contract that allows for Firm-Fixed-Price Incentive; Firm-Fixed-Price (FFP); Labor Hours, Cost-Plus- Fixed-Fee and Cost-Plus-Incentive-Fee (CPIF) task orders. The Inspection of Services FAR Clauses 52.246-4 and 52.246-5 apply.

1.2. Contract Performance Period: The contract period of performance is for 10-years (2018)

1.3. Scope of Contracted Services: This contract (Section C) describes the services required to provide total contractor logistics support services to the Special Operations Forces (SOF) and those military organizations that provide direct support to SOF. The specific work to be performed will be defined at the task order level.

2. OBJECTIVE

The objective of this performance plan is to ensure the customer obtains what they pay for and that quality service is at the level of expectation. The plan will provide oversight capability to ensure the contractor is delivering products and/or services that conform to contract requirements. It will also identify the methods used for evaluation and surveillance of the contractor.

3. GOALS

A team (Customer, PCO, COR, etc.) will strive to achieve efficiencies in the contract performance and improved customer support. The team is composed of stakeholders in the acquisition process and is responsible for the acquisition throughout the life of the requirement. The goal of the team with other Government personnel is to partner with the contractor for improving communications, assuring contract compliance and managing the risk associated with this acquisition in order to ensure mission performance is within cost and schedule constraints. In addition, another goal is implementation and execution of the acquisition strategy to ensure support of the mission.

The role entails planning for requirements execution within the approved funding, developing the milestones and managing execution to ensure the contract supports mission requirements within the approved scheduled baseline, and ensuring the program maintains accountability. The planning and managing of this service contract will continue throughout the life of the requirement. When applicable, continuous improvement opportunities will be identified.

4. ROLES AND RESPONSIBILITIES

4.1. Chief, Business Management Division:

4.1.1. Serves as the Business Advisor

4.1.2. Develops and implements acquisition strategies for service acquisitions.

4.1.3. Provides oversight of the team in planning, assessing contractor performance and managing the acquisition throughout the life of the requirement.

4.1.4. Updates management annually on the health of the service acquisitions.

4.1.5. Ensures personnel on the team receive the appropriate level of training to meet local needs.

4.1.6 Appoints the Contracting Officer Representatives in writing that details their roles and responsibilities in line with the United States Special Operations Command policies and procedures.

4.1.7. Assigns DCMA as the primary QA Personnel for all work performed at Blue Grass Army Depot, Richmond, Kentucky and Blue Grass Station, Lexington, Kentucky. QA duties take precedence over all other duties. QA personnel must be appointed and trained prior to assuming QA responsibility (Phase I and II). This written appointment must be forwarded to the Contracting Officer.

4.1.8 Will give a written delegation letter to the contractor informing them who will be performing QA duties on their contract.

4.2. Customer:

4.2.1. Assigns competent and capable customer experts to the team who will be available full time or as warranted by the procurement cycle. Customer experts assigned to the team shall:

4.2.1.1. Maintain functional knowledge

4.2.1.2. Have priority for continuing education

4.2.1.3. Provide functional continuity and stability

4.2.2. Ensures requirements documents developed satisfy mission requirements, are performance based, foster innovation, and define metrics.

4.2.3 Metrics defined will be meaningful measurements of the contractors progress aimed at attaining desired outcomes.

4.2.4 Measures performance to the metrics and provides monthly input to the assigned COR on the task order(s).

4.2.5 Assists the Contracting Officer in the preparation of the mini performance plan required on the task order prior to award of the work to the contractor.

4.3. Quality Assurance Program Coordinator: Shall assist in preparing the PWS, performance plan, and participate in team meetings, as requested.

4.4 Contract Officer: The Contract Officer is responsible for execution and oversight of workload assigned;

working with the PCOR and CORs on all recommended incentive fees; managing their team to ensure successful execution of work meeting the customer needs. The Contract Officer is the sole person responsible for obligating the Government to ensure the customer requirements are executed.

4.5. Contract Specialist: Is responsible for participating in the team meetings and taking minutes and maintaining a written record of team meetings, action items, and milestones. Further, the Contract Specialist is responsible for working directly with the customer, the contractor, the COR and advising the Contracting Officer on execution of task orders under the contract.

4.6. QA Personnel: The QA Personnel are responsible for participating in meetings as required. QA Personnel also perform inspections to evaluate and document the Contractor’s performance, notify the CO of any significant performance discrepancies, maintain documentation, and recommend improvements to the surveillance procedures and PWS throughout the life of the contract.

4.7. Legal and Finance: Other POCs shall coordinate, review and provide input as needed by the team.

4.8 Primary Contracting Officer Representative (PCOR): The PCOR is the responsible person to ensure that the CORs are meeting their responsibilities in a timely manner. This position will ensure that all reports are submitted and utilized for any incentive fee type task order, as well as performance overall. The PCOR will agree with any incentive fee recommendations.

4.9. Team: This customer-focused team is composed of stakeholders in the acquisition process. The team provides support to the Senior Leadership as required, promotes good business decisions to meet customer requirements, fosters partnerships with industry to ensure exchanges of information with the contractor and other business experts, develops a performance-based acquisition strategy to include performance metrics, develops performance-based service acquisition requirements, develops technical requirements and the independent Government cost estimate. The team is also responsible for assessing and documenting contractor performance in accordance with the performance plan, managing contract performance in accordance with the performance plan, identifying opportunities to improve performance throughout the life of the contract completing and reporting annual performance reviews, i.e. Contract Performance Assessment Reporting System (CPARS), and managing the acquisition in accordance with the task order performance plan.

4.9.1. The team will participate in management reviews, working group meetings, and general meetings.

After contract award, the contractor becomes a member of the team.

5. PERFORMANCE ASSESSMENT

5.1. This performance plan is based on the premise that the contractor, not the Government, is responsible for the management and quality control actions needed to meet the requirements of the contract. A Contractor Quality Program Plan will be required with the submission of each task order proposal. The QA Manager, Technical Evaluation Team and Contract Specialist /KO will review the plan. The contractor will be expected to perform quality assurance inspections in accordance with their plan and keep records of those inspections. This documentation, along with the government-documented inspections, will be reviewed periodically by the PCO to ensure the contractor is performing up to the standards set forth in the contract. Reporting metrics will be developed IAW the task order requirements.

5.2. Periodic meetings will be held with the contractor to discuss surveillance results and the relevance to performance.

5.3. A services summary will be included in the PWS. This document will summarize the deliverables, performance objectives and performance threshold required by the Government in the contractor’s performance.

These performance objectives will directly relate to mission essential items. The performance thresholds briefly describe the minimum acceptable levels of service required for each objective and are critical to mission success.

5.3.1. Where appropriate methods for administering and evaluating services are not included in the services summary, methods for evaluating non-services summary items are to be developed by the QA Personnel.

6. PERFORMANCE MANAGEMENT

6.1. Market research will be used as a tool throughout the life of the contract to ensure the most current, efficient, and effective assessment methods and techniques are being used by the commercial marketplace. The COR will be required to perform the market research on an annual basis and to use lessons learned from the task order performance in developing the proper methods and techniques for the metrics.

6.2. Team meetings will be scheduled throughout the life of the contract. The participants will include personnel from the Government and the contractor after contract award. The goal of the team is to give all members/stakeholders the ability to maintain the highest quality representative service to our customers and propose/initiate improvements throughout the life of the contract. The success of the contract is a combined effort of all members of the team. The Primary Contracting Officer Representative will be the team lead for these meetings.

6.3. All performance assessment data will be reviewed. If performance improvement is necessary, the corrective action will be requested from the contractor. The team will continue to review data and procedures to improve efficiency. Any additional efficiency shall be noted through “benchmarking”.

6.4. The Quality Management system should include:

6.4.1. Providing adequate contract planning to meet quality assurance manning and training requirements.

6.4.2. Tailoring the system to manage risks and costs associated with the requirement.

6.4.3. Recommending metric or performance criteria to reduce Government oversight and ensure the Government is only receiving and paying for the services required.

6.4.4. Relying on customer complaints (if used) where contract non-conformance can be validated.

6.4.5. Allowing the contractor to perform surveillance of services as part of the QA system.

6.4.6. Developing a government inspection procedure that specifies how inspection and acceptance of the service is to occur and using past performance history as part of the process.

6.5. Contracting Performance Assessment Reporting System (CPARS)

6.5.1. CPARS will be updated documenting contractor performance. The assessing official representative will be the QA Personnel; and the reviewing official will be the functional customer. The contractor also has input prior to finalization. The website for CPARS is:

https://ace.wpafb.af.mil/PE_toolkit/CPARS_page.htm

6.6. Revisions to the performance plan are the responsibility of the QA Manager, Customer, KO and QA Personnel. The PWS and performance plan will be reviewed annually and any proposed changes will be submitted to the PCO for review. This is a living document and can be changed at anytime, but the team/PCO must accept the changes.

PERFORMANCE PLAN

SURVEILLANCE

PROCEDURES

1. PERFORMANCE PLAN SURVEILLANCE PROCEDURES

This performance plan has been developed to provide QA Personnel an effective and systematic surveillance of the SOFSA Contractor Logistics Support Services Contract.

The performance plan provides a systematic method to evaluate the services the contractor is required to furnish and not the details of how the contractor accomplishes the work.

2. SUMMARY OF THE CONTRACTOR'S REQUIRED LEVEL OF QUALITY

2.1. The Contractor shall establish, document and maintain a QA system in accordance with the best commercial practices and is required to provide and maintain an inspection system according to Federal Acquisition Regulation (FAR) clause 52.246-4-Inspection of Services Fixed Price, (Aug 1996) and 52.246-5 (Inspection of Services - Cost Reimbursement, Apr 1984). The Contractor is required to have a Contractor Quality Program Plan, which has been accepted by the KO.

3. SUMMARY OF THE GOVERNMENT'S QUALITY ASSURANCE

MANAGEMENT SYSTEM

3.1. General: The Government's quality management approach prescribes systematic surveillance and evaluation…