DRAFT_RFP_19R0002_(20190318).pdf

CODE

(Hour)

PAGE(S)

until local time

X

A X B X C

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G F 53

54 - 60 H 61 carrie.eastburn@socom.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA FAR (48 CFR) 53.214(c)

1 65

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

H92400 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

CARRIE EASTBURN 813-826-4567

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

1 - 2 3 - 12

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT

PACKAGING AND MARKING

13 - 46 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 47 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

48 - 52

PART II - CONTRACT CLAUSES

HQ USSOCOM

SOF AT&L-KH

7701 TAMPA POINT BLVD

TAMPA FL 33621-5323

FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.

KHDUMMY2018

5. DATE ISSUED4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

H9240019R0002

DRAFT RFP PWS – FOR INFORMATIONAL PURPOSES ONLY

PWS Page 2

Section SF 30 - BLOCK 14 CONTINUATION PAGE

DRAFT RFP DISCLAIMER

1. THIS IS A DRAFT SOLICIATION ONLY ‐ APPROVAL IS PENDING.

2. THIS DOCUMENT AND ITS ATTACHMENTS AND EXHIBITS ARE ISSUED FOR INFORMATIONAL

PURPOSES ONLY IN AN EFFORT TO PROVIDE AS MUCH INFORMATION AS POSSIBLE TO

INDUSTRY DURING THE PRESOLICITATION PHASE OF THIS REQUIREMENT.

3. NOT ALL SECTIONS ARE INCLUDED, NOR COMPLETE.

4. FUNDING IS NOT CURRENTLY AVAILABLE FOR THIS REQUIREMENT.

5. ****THIS IS NOT A REQUEST FOR PROPOSAL AND DOES NOT OBLIGATE THE GOVERNEMNT IN

ANY MANNER.

6. DRAFT RFP QUESTIONS AND COMMENTS (Round One) SHALL BE RECEIVED THROUGH EMAIL

NLT THURSDAY, 14‐MAR‐2019 at 11:00am by carrie.eastburn@socom.mil and janet.c.cubas.ctr@socom.mil.

7. DRAFT RFP QUESTIONS AND COMMENTS (Round Two) SHALL BE RECEIVED THROUGH EMAIL NLT THURSDAY, 28‐MAR‐2019 at 11:00am by carrie.eastburn@socom.mil and janet.c.cubas.ctr@socom.mil.

8. IT IS THE INTENT OF THE GOVERNMENT TO USE THE QUESTIONS AND COMMENTS SUBMITTED

BY INDUSTRY TO BRING CLARITY TO THE SOLICITATION DOCUMENTS PRIOR TO RELEASE OF

THE OFFICIAL SOLICITATION.

9. THE GOVERNMENT MAY OR MAY NOT ISSUE RESPONSES TO QUESTIONS/COMMENTS DURING

THE DRAFT SOLICITATION PHASE. IF RESPONSES ARE ISSUED, THEY WILL BE POSTED TO

www.FBO.gov.

10. INDUSTRY MUST FOLLOW THE NOTICE ON FBO FOR UPDATES

PWS Page 3

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months WCP WCGS Services

FFP

The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover listed in Section J.

FOB: Destination

PURCHASE REQUEST NUMBER: KHDUMMY2018

NET AMT

0002 400,000 Lot Travel

COST

The contractor shall ensure travel expenses are incurred in accordance the Joint Travel Regulations (JTR), the limitation of funds specified in this contract, and with FAR 31.205-46. Travel costs incurred that are not contained in FAR

31.205.46 and do not directly support the performance of the task order are unallowable unless otherwise stated in the task order. All OCONUS travel will be subject to the basic contract Section H and Section I applicable clauses. All travel requires approval/authorization of the COR.

ESTIMATED COST

PWS Page 4

0003 400,000 Lot Surge

COST

The contractor shall provide all services as outlined as Surge in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover listed in Section J.

0101 12 Months OPTION Regional Office Manager

FFP

Regional Office Manager, Optional CLIN (PWS 4.7.15) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover listed in Section J.

0201 12 Months OPTION Military Adaptive Sports – Regional Coor

FFP

Military Adaptive Sports – Regional Coordinator, Optional CLIN (PWS 4.7.16) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover listed in Section J.

PWS Page 5

1001 12 Months OPTION WCP WCGS Services

FFP

The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

1002 400,000 Lot OPTION Travel

COST

The contractor shall ensure travel expenses are incurred in accordance the Joint Travel Regulations (JTR), the limitation of funds specified in this contract, and with FAR 31.205-46. Travel costs incurred that are not contained in FAR

31.205.46 and do not directly support the performance of the task order are unallowable unless otherwise stated in the task order. All OCONUS travel will be subject to the basic contract Section H and Section I applicable clauses. All travel

1003 400,000 Lot OPTION Surge

COST

The contractor shall provide all services as outlined as Surge in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments

PWS Page 6

1101 12 Months OPTION Regional Office Manager

FFP

Regional Office Manager, Optional CLIN (PWS 4.7.15) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover

1201 12 Months OPTION Military Adaptive Sports – Regional Coor

FFP

Military Adaptive Sports – Regional Coordinator, Optional CLIN (PWS 4.7.16) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

PWS Page 7

2001 12 Months OPTION WCP WCGS Services

FFP

The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

2002 400,000 Lot OPTION Travel

COST

The contractor shall ensure travel expenses are incurred in accordance the Joint Travel Regulations (JTR), the limitation of funds specified in this contract, and with FAR 31.205-46. Travel costs incurred that are not contained in FAR

31.205.46 and do not directly support the performance of the task order are unallowable unless otherwise stated in the task order. All OCONUS travel will be subject to the basic contract Section H and Section I applicable clauses. All travel

2003 400,000 Lot OPTION Surge

COST

The contractor shall provide all services as outlined as Surge in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments

PWS Page 8

2101 12 Months OPTION Regional Office Manager

FFP

Regional Office Manager, Optional CLIN (PWS 4.7.15) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover

2201 12 Months OPTION Military Adaptive Sports – Regional Coor

FFP

Military Adaptive Sports – Regional Coordinator, Optional CLIN (PWS 4.7.16) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

PWS Page 9

3001 12 Months OPTION WCP WCGS Services

FFP

The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

3002 400,000 Lot OPTION Travel

COST

The contractor shall ensure travel expenses are incurred in accordance the Joint Travel Regulations (JTR), the limitation of funds specified in this contract, and with FAR 31.205-46. Travel costs incurred that are not contained in FAR

31.205.46 and do not directly support the performance of the task order are unallowable unless otherwise stated in the task order. All OCONUS travel will be subject to the basic contract Section H and Section I applicable clauses. All travel

3003 400,000 Lot OPTION Surge

COST

The contractor shall provide all services as outlined as Surge in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments

PWS Page 10

3101 12 Months OPTION Regional Office Manager

FFP

Regional Office Manager, Optional CLIN (PWS 4.7.15) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover

3201 12 Months OPTION Military Adaptive Sports – Regional Coor

FFP

Military Adaptive Sports – Regional Coordinator, Optional CLIN (PWS 4.7.16) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

PWS Page 11

4001 12 Months OPTION WCP WCGS Services

FFP

The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

4002 400,000 Lot OPTION Travel

COST

The contractor shall ensure travel expenses are incurred in accordance the Joint Travel Regulations (JTR), the limitation of funds specified in this contract, and with FAR 31.205-46. Travel costs incurred that are not contained in FAR

31.205.46 and do not directly support the performance of the task order are unallowable unless otherwise stated in the task order. All OCONUS travel will be subject to the basic contract Section H and Section I applicable clauses. All travel

4003 400,000 Lot OPTION Surge

COST

The contractor shall provide all services as outlined as Surge in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments

PWS Page 12

4101 12 Months OPTION Regional Office Manager

FFP

Regional Office Manager, Optional CLIN (PWS 4.7.15) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided under a separate cover

4201 12 Months OPTION Military Adaptive Sports – Regional Coor

FFP

Military Adaptive Sports – Regional Coordinator, Optional CLIN (PWS 4.7.16) The contractor shall provide all services as outlined in the Performance Work Statement (PWS) incorporated in Section C, as well as Attachments provided

PWS Page 13

Section C - Descriptions and Specifications

DRAFT PWS

PERFORMANCE WORK STATEMENT (PWS)

UNITED STATES SPECIAL OPERATIONS COMMAND (USSOCOM)

WARRIOR CARE PROGRAM (WCP)

WARRIOR CARE GLOBAL SUPPORT (WCGS) SERVICES

14 February 2019

PART 1 ‐ GENERAL

1.0 GENERAL: This non‐personal service, performance-based requirement is to provide non‐clinical case management support for Warrior Care Global Support (WCGS)-Services to United States Special Operations Command (USSOCOM) Warrior Care Program (WCP). The focus areas are in Recovery Care Coordination, Military Adaptive Sports, Benevolence, Career Transition, and Operations as it relates to the USSOCOM WCP.

This service, titled Warrior Care Global Support (WCGS) provides advocacy assistance services for Wounded, Ill, and Injured (WII) Special Operations Forces (SOF) service members, families/caregivers, and significant others, throughout all phases of the recovery process. The government will not exercise any supervision or control over contractor and/or subcontractor personnel performing the services herein. Contractor and Subcontractor personnel shall be accountable solely to the Contractor who, in turn is responsible to the Government. The program will provide support services to the USSOCOM Enterprise which consists of the Headquarters Command, Component Commands, Theatre Special Operations Commands (TSOCs), and Programs of Record, which include the following:

Headquarters, United States Special Operations Command (HQ USSOCOM);

Component Commands include: Army Special Operations Command (USASOC); Naval Special Warfare Command (NAVSOC); Air Force Special Operations Command (AFSOC); Marine Corps Forces Special Operations Command (MARSOC); and Joint Special Operations Command (JSOC); and

TSOCs include: Special Operations Command Africa (SOCAFRICA); Special Operations Command Pacific (SOCPAC); Special Operations Command Korea (SOCKOR); Special Operations Command Europe (SOCEUR); Special Operations Command North (SOCNORTH); Special Operations Command South (SOCSOUTH); and Special Operations Command Central (SOCCENT).

1.1 Description of Services/Introduction. The contractor shall provide all support to the USSOCOM WCP as defined in this Performance Work Statement (PWS), except for those items specified as Government furnished property and services.

The Warrior Care Global Support (WCGS)–Services requirement provides for assistance to SOF WII service members and their family/caregivers, throughout all phases of the recovery process. The USSOCOM WCP’s fundamental purpose is to assist in the rehabilitation and reintegration and/or transition of active duty WII SOF by executing a comprehensive program of support and assistance, including case management and coordination with adjacent Government agencies (e.g., Department of the Army, Department of the Navy, Department of the Air Force, Department of Veterans Affairs, Medical Boards, Social Security Administration, etc.); liaison with non‐profit organizations and vocational rehabilitation concerns; and daily outreach and active communications with political and social alliances.

The Government will rely on the contractors’ responsiveness, resourcefulness and overall integration for the accomplishment of the USSOCOM WCP strategic and operational mission. The contractor shall perform to the standards in this PWS and subsequent polices, standard operating procedures and standards of practice as they are implemented by either reference or full‐text. Recovering Service Members (RSMs) who are unable to return to duty receive assistance in transitioning to civilian life through USSOCOM WCP WCGS who will provide services for the transitioning SOF RSMs and their family members. This transition support includes connection to education resources, employment opportunities, and other veteran services that aid in career and life goals outside of military service.

The contractor shall provide services to the USSOCOM WCP by providing non‐clinical case management and advocate training support. The coordination of Recovering Service Member (RSM) and Family member/caregiver non‐clinical case management services and advocate training services are vital and mandatory requirements.

Contractor shall provide such support to all SOF participants and their family/caregiver at USSOCOM’s Headquarters located at MacDill AFB, FL and within the four regional support locations identified as WCP East, PWS Page 14

WCP North, WCP West, and WCP South.

1.2 Background. The National Defense Authorization Act for FY 2008 (Public Law 110‐181, Title XVI) directed the Department of Defense (DoD) to improve the care, management, and transition of RSMs. In 2008, DoD Directive 5124.02 allowed for the establishment of the Office of Transition Policy Care and Coordination (TPCC).

In 2009, the Under Secretary of Defense (USD), Personnel and Readiness (P&R) Directive‐Type Memorandum (DTM) 08‐049 also established policy for the improvement to the care, management, and transition of RSMs as directed by Public Law 110‐181 and in accordance with DoD Directive 5124.02. In October 2009, TPCC’s name was changed to Office of Wounded Warrior Care & Transition Policy (WWCTP) and remained aligned under USD (P&R).

Also in 2009, USD (P&R) released Department of Defense (DoD) Instruction 1300.24 establishing the Recovery Coordination Program (RCP) to provide program and policy oversight of DoD resources necessary to ensure uniform care and support for RSMs and their families when the RSM has been wounded or injured or has an illness that prevents him or her from providing that support. Now aligned under Office of the Deputy Assistant Secretary of Defense (ODASD) as Office of Warrior Care Policy, the office has undergone several organizational shifts, and still operates as a collaborative office working toward a common mission and vision. ODASD’s Office of Warrior Care Policy is committed to ensuring equitable, consistent, high‐quality support and service for wounded, ill, and injured (WII) Service members through effective outreach, interagency collaboration, policy, and program oversight. Supported individuals include Active, Guard and Reserve Service members as well as their families and caregivers. Today, ODASD’s Office of Warrior Care Policy provides oversight, resources, guidance, and assistance to each of the military Services’ Warrior Care Programs and initiatives.

USSOCOM’s Warrior Care Program (formerly called “Care Coalition”) was formed to be a model advocacy program for SOF WII and their families to generate best possible outcomes. USSOCOM WCP has a smaller target population than service counterparts, yet the ratio of Recovering Service Members to the target population is larger.

USSOCOM WCP’s primary goal is to provide non‐medical advocacy and assistance to SOF WII RSMs and their families in their recovery, rehabilitation, and reintegration, or transition to civilian life. USSOCOM’s WCP is managed by Government personnel in order to meet the program’s desired end state which is to assist SOF RSMs in returning to duty while being operationally fit and mentally prepared

1.3 Scope. The purpose of this requirement is to provide services to the USSOCOM WCP by providing the full‐ time personnel necessary to support the focus areas of Recovery Care Coordination, Military Adaptive Sports, Benevolence, Career Transition, and Operations as it relates to USSOCOM’s WCP. The Special Operations Forces (SOF) population is comprised of men and women of the United States Army, United States Air Force, United States Navy, and United States Marine Corps veterans (active, reserve, and transitioned) and their family. The core targeted population for assistance services is approximately 15,000 enrolled participants. The WCGS team provides coordination on the provisions of non-clinical healthcare, social, financial, education and/or vocational services to clients, families, and significant others to enable them to navigate the processes associated with obtaining and effectively utilizing those services. The Recovery Care Coordinator (RCC), providing advocacy support to the RSM, educates the participant on resource utilization, planning and psychosocial aspects of navigating through the Comprehensive Recovery Plan (CRP) for healthcare and social services while rostering collaborative relationships to maximize the RSM's ability to make informed decisions about the services available and their care plans. The RCC assists the RSMs facing various levels of adverse or challenging life situations and achieving maximum benefits from both social and healthcare care services.

1.3.1 The potential exists under this contract for an increase in the number of SOF WII and their family members that are eligible for the USSOCOM WCP; therefore, the contractor shall work with USSOCOM WCP leadership to assign/reassign contract personnel as necessary to ensure mission needs are met at each of the established locations provided in Technical Exhibit (TE)‐4. Significant changes in workload and additional places of performance will be negotiated via contract modification.

1.3.2 USSOCOM follows the RCC caseload ratio as currently outlined in DoDI 1300.24, serving a maximum of 40 cases with open CRP (with Frequency of Contact (FOC) equal to one‐or‐more contacts per quarter); actual number of open CRP cases assigned will depend on the acuity of the RSMs’ medical conditions and complexity of their non‐ medical needs. This number may be increased with appropriate waivers as per DoDI 1300.24. Caseload for inactive CRP cases do not count against the DoDI 1300.24 criteria and will vary. The Government will negotiate changes via contract modification when RCC caseload demonstrates an increase greater than 15%.

1.3.3 The contractor shall facilitate the USSOCOM WCP’s mission to provide responsive, comprehensive, standardized, and coordinated services to enrolled participants. Exceptional facilitation would provide timely, PWS Page 15 effective and accurate screening, assessment, planning, implementation, coordination, monitoring, and evaluation in accordance with regulations and policies that is professional, compliant, responsive and flexible to the USSOCOM WCP mission, while attending to the intent of this PWS as well as the tasks and measures. Exceptional facilitation also includes first‐hand familiarity with supported organizations within the USSOCOM enterprise, which ensures coordinated holistic approaches to reintegration for RSMs into their home units and teams.

1.3.4 Contractor personnel may be required to produce information papers, reports or presentations related to their specific area of subject matter expertise for publication on webpages or periodicals; and/or presentation at Government sponsored meetings, conferences, and symposia. All data and materials produced under the performance of this contract shall be the property of the US Government as provided for in the relevant contract clauses. Information generated through actions in support of this contract shall not be utilized by the Contractor in any forum outside of the requirements of this PWS without express written permission from the Contracting Officer (KO). The Contractor shall provide written justification to the KO requesting the release of information outside of this contract not less than 30 days prior to expected release date. The request shall include type of information to be released, intended audience, and methods to be used in safeguarding Government and protected personal information.

1.3.5 Objectives. To provide comprehensive, non‐clinical advocate case management services to SOF WII who qualify and are enrolled in the USSOCOM WCP. Personnel providing advocacy services serve as the experts in helping the Service Members/Veterans and Families/Caregivers to navigate the systems designed and created to support SOF WII on their journey down their path to independence. Personnel providing advocacy services provide: Non‐clinical case management, benevolence and outreach coordination, benefit advisement, specialty services, life coaching, and career/educational coordination/advisement. Supported individuals include Active, Guard and Reserve Service members as well as their families and caregivers. Non‐clinical case management shall:

promote quality, safe and cost‐effective care.

promote the use of available resources to achieve the best possible outcome.

facilitate appropriate access to care to restore the RSM.

1.3.6 Imperatives. Success in this effort directly depends on the following essential elements to any approach in execution:

STABILITY. The contractor shall implement a management approach, with policies and procedures that ensure continuity of operations via proven methods to retain/maintain/develop the workforce, relationships with stakeholders, and institutional knowledge pertinent to TTP ISO WII.

AGILITY. The contractor shall be capable of adjustments, within limits of the contract, to accommodate changes in the populations of WII and related persons at each of the nodes in the SOF enterprise.

REACH. The contractor shall provide a capability to logistically deploy, employ, and sustain a globally dispersed workforce; as well as an ability to reach out to and sustain interfaces with multiple relevant agencies and organizations.

1.4 General Information

1.4.1 Quality Control. The contractor shall have an established effective quality control program to ensure services are performed in accordance with contract requirements. The contractor’s quality control program is the means by which it ensures that work performed complies with the requirement of the contract. The contractor shall develop and implement a comprehensive written Quality Control Plan (QCP) specific to this contract that addresses processes and procedures implemented to ensure performance meets all requirements of the contract.

Within 30 calendar days of contract award, the contractor shall submit its comprehensive written QCP to the contracting officer (KO) for review. Any changes to the QCP during the contract shall be submitted to the KO for approval within five working days of the proposed change. The QCP shall contain as a minimum:

Contract and contract number.

Description of processes and controls used to verify acceptable performance.

Contractor developed metrics used to verify performance level of each contract objective.

The metrics will be reported as a quantitative value (%, >, <, etc.) and the definition and numerical figures used to calculate the % or reportable outcome.

The contract objectives, associated standards, metrics, and quantitative values for each metric shall be reported in the monthly status report (MSR) that clearly identifies the monthly performance level

PWS Page 16 against each contract objectives.

1.4.2 Quality Assurance. The Government will evaluate the contractor’s performance under this contract in accordance with the quality assurance surveillance plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards.

It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.4.3 Federal Holidays. In general, contractor employees are not required to perform services on United States (US) federal holidays, nor will Government facilities operate during these yearly approved days; however, occasionally contract employees may be required to perform services during recognized US federal holidays. Any of the US federal holidays falling on a Saturday will be observed on the preceding Friday, holidays falling on a Sunday will be observed on the following Monday. US federal holidays generally include:

New Year’s Day (1st day in January) Martin Luther King, Jr.’s Birthday (3rd Monday of January)

Presidents Day (3rd Monday of February)

Memorial Day (Last Monday of May)

Independence Day (4th day in July) Labor Day (1st Monday of September)

Columbus Day (2nd Monday of October)

Veterans Day (11th day of November)

Thanksgiving Day (4th Thursday of November)

Christmas Day (25th day of December)

Any day designated as a federal holiday by the President of the United States

1.4.4 Hours of Operation: Normal workdays are Monday through Friday except US Federal Holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. Core business hours are from 0900 to 1500 daily, local time, with a 30‐60 minute lunch break. Contractors and Government representatives shall establish 8‐hour workday schedules that require Contractor personnel to be present during core business hours. Given the uniqueness of the required tasks, contractor personnel may be required to work outside of normal office hours to accommodate work requirements.

1.4.5 Surge Support: Surge capability may be required to support operational requirements at some locations.

All instances must be coordinated and approved in writing in advance by the Task Manager and the COR. Once approved by the COR, the contractor shall be responsible for managing these surge requirements through utilization of the existing hours available in order to avoid exceeding the total number of hours allotted.

Contractors performing services under this contract shall comply with all reporting requirements including the utilization of their services and time worked. Failure to comply with Government directed reporting requirements shall be grounds for removal as determined by the KO. This is critical to ensuring an accurate expenditure of labor hours is reported by the Prime to the Government each month.

1.4.6 Place of Performance. The contractor shall perform services under this contract at Government facilities to include USSOCOM’s Headquarters located at MacDill AFB, FL and within the four regional support locations identified as WCP East, WCP North, WCP West, and WCP South, including the locations delineated in TE‐4.

Locations are subject to change based on program requirements; changes in locations will be negotiated via contract modification. If future performance locations are identified where Government facilities are unavailable, contractor personnel may be authorized to perform at remote operation locations with written KO approval. Once Government facilities become available, the contractor shall work at the available Government facilities and shall no longer be permitted to perform at remote operation locations. Contractor personnel performing services where Government facilities are not available shall meet with the RSM in a public location.

1.4.7 Contracting Officer Representative (COR): The COR will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. A letter of designation issued to the

PWS Page 17

COR, a copy of which is sent to the contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.4.8 Contracting Officer Technical Representative (COTR): The COTR will be identified by separate letter. A letter of designation issued to the COTR, a copy of which is sent to the KO and contractor, states the responsibilities and limitations of the COTR, especially with regard to changes in cost or price, estimates, or changes in delivery dates. The COTR is not authorized to change any of the terms and conditions of the resulting order.

1.4.9 Non‐Disclosure Agreements (NDAs): Due to the nature of the work to be performed under this contract, contractor personnel will have access to Personally Identifiable Information (PII), Protected Health Information (PHI), USSOCOM and unit level processes and procedures, and information for official use only. Therefore, all contractor personnel shall be required to provide a signed NDA to the Government, and comply with applicable Federal Information Laws. This NDA shall cover not only their period of performance on contract, but will prohibit them from disclosing any information learned through their work on this contract in its entirety. The Government shall provide each contractor with the NDA to sign at time of hire, and will maintain the signed NDAs for record.

1.4.10 Security Requirements. Personnel security clearances (PCLs) must be verifiable in the Joint Personnel Adjudication System (JPAS). Facility Clearances (FCLs) must be verifiable in the Electronic Facility Clearance System (e‐FCL).

1.4.10.1 Contract Security Classification Specification. Security will be in accordance with the attached DD254.

The contractor team individual(s) supporting the contract will be cleared at the TOP SECRET or SECRET (see TE-4 for position specific clearance & read-on requirements) level at the start of the task. Contractors will require access to Sensitive Compartmented Information (SCI), North Atlantic Treaty Organization (NATO) and Alternative Compensatory Control Measures (ACCM) materiel in performance of this effort. Contractor will require access to NIPRNET/SIPRNET/JIANT computer systems only at Government facilities. Select locations require the use of Commercial Solutions for Classified (CSfC) Mobile Devices in performance of this effort (see DD254 for location requirements). The contractor will not be authorized to courier classified information.

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

1.4.10.3 Security Management Support. The Contractor shall provide security management support. Typical efforts include, but are not limited to, performing classified document control functions, classified material inventories, program access requests, preparing and monitoring personnel indoctrination and debriefing agreements, and maintaining and using security‐related databases.

1.4.10.4 Security Related Functions. When no Government employee or military member is available the contractor will be required to conduct security related functions (traditionally considered inherently Governmental functions) such as opening/closing of security containers, end‐of‐day checks for processing and safeguarding classified information/material, and arming/de‐arming USSOCOM Buildings and Rooms at MacDill AFB, FL as identified in the DD254. The Government will provide appropriate training and related Standard Operating Procedures and processes to perform security related functions. In the event that the contractor fails to properly conduct these responsibilities and a security violation/incident occurs, the Government will have the option to take action against the company IAW U.S. law. In addition, the company will be responsible for reviewing preliminary inquiry reports for any security violation/incident for which an employee is found culpable and provide a written response to the GCA and Organizational Security Manager for actions taken against the employee.

1.4.10.5 Commercial Solutions for Classified (CSfC) Mobile Devices. Contractors requiring the use of the CSfC Mobile Devices for use outside of secure Government and/or contractor facilities will submit a USSOCOM IMT 33, CSfC Device User Agreement and Hand Receipt, and Director, HQ Directorate/Special Staff endorsed Authorization of Issuance Memorandum to HQ USSOCOM Industrial Security. As acknowledged on the Use Agreement, contractor will ensure safeguarding measures are adhered to and necessary privacy is available to eliminate the possibility of compromise of classified information. Any misuse of the device outside of mission purposes or

PWS Page 18 security incidents associated with or involving the device, may result in contractor's termination of access or subject the contractor to appropriate disciplinary or criminal action.

1.4.11 Key Control. The contractor shall establish and implement methods of making sure all keys/key cards issued to the contractor by the Government are not lost or misplaced and are not used by unauthorized personnel.

NOTE: All references to keys include key cards. No keys issued to the contractor by the Government shall be duplicated. The contractor shall develop procedures covering key control that shall be included in the QCP. Such procedures shall include turn‐in of any issued keys by personnel who no longer require access to locked areas. The contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the contracting officer.

1.4.11.1 In the event keys, other than master keys, are lost or duplicated, the contractor shall, upon direction of the COR, re‐key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re‐keying. When the replacement of locks or re‐keying is performed by the Government, the total cost of re‐keying or the replacement of the lock or locks shall be deducted from the monthly payment due the contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due to the contractor.

1.4.11.2 The contractor shall prohibit the use of Government issued keys/key cards by any persons other than the contractor’s employees. The contractor shall prohibit the opening of locked areas by contractor employees to permit entrance of persons other than contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the COR.

1.4.12 Lock Combinations. The contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The contractor shall notify the Government when personnel depart so that locks may be changed. These procedures shall be included in the Contractor’s QCP.

1.4.13 Installation/Facility Access and General Protection. The contractor and all associated subcontractor(s) personnel shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures. The contractor shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. The contractor shall comply with all personal identity verification requirements as directed by DOD, WTC and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

1.4.14 Common Access Card (CAC). Contractor employees that require access to government systems in order to perform services under this contract shall obtain a CAC. Proof of employment and security clearance/favorable background check is required before an ID CAC will be issued authorizing access to the Installation and government computer systems. CACs may not be issued to Contractor employees unless a data record authorizing CAC issuance is resident in the Defense Enrollment Eligibility Reporting System (DEERS). The Trusted Associate Sponsorship System (TASS) formerly called “Contractor Verification System (CVS)” was developed as a secure and authorized means of entering contractor data into DEERS in addition to automating the CAC application and approval process. In order to enter contractor data into TASS, the contractor's data must be resident in an authorized source database.

1.4.14.1 The Joint Personnel Adjudication System (JPAS) is the authoritative source. The contractor's Facility Security Office (FSO) shall ensure its employee(s) has a record in JPAS prior to its employee(s) requesting a CAC be issued. Contractors without JPAS accounts may request accounts by following the instructions provided in the Frequently Asked Questions (FAQ) topic "How do I get a JPAS account (Industry Users)?" found on the JPAS website, https://jpas.dsis.dod.mil/faq‐gen.html. Personnel eligible for a CAC who are not in JPAS (i.e., certain contractor employees, Foreign Nationals, and DoD affiliates) will be required to register at a site where an equivalent background vetting will be accomplished IAW FIPS 201.

1.4.14.2 Contractors must return the government credential to the TASS Trusted Agent as soon as one of the following occurs, unless otherwise determined by the service or agency:

When credential is no longer needed for contract performance

Upon completion of employment

Upon contract completion or termination

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1.4.14.3 Access to systems containing PII. The contractor shall comply with the Privacy Act and all applicable agency regulations on individual privacy, to include DOD Directive 5400.11 “Department of Defense Privacy Program” and DOD 5400.11‐R, Department of Defense Privacy Program.

1.4.14.4 Systems Access: When requested by the government, the contractor shall provide access to and information regarding the systems that the contractor operates or maintains on behalf of the government under this contract.

1.4.14.5 Systems Security: The contractor shall encrypt all contractor‐owned laptops or other portable media storage devices that process or store PII, in accordance with NIST Federal Information Processing Standard (FIPS) 140‐2 (or successor). The contractor shall require FIPS 140‐2 (or successor) encryption of any sensitive PII when transmitted electronically across the internet or other public networks.

1.4.14.6 Data Security: The contractor, unless otherwise authorized by the government, shall limit access to PII/PHI to those employees and Subcontractors who require the information in order to perform their official duties under this contract. The contractor, contractor employees, and subcontractors shall physically or electronically protect PII when not in use and/or under the control of an authorized individual. During the course of contract performance, when PII/PHI is no longer needed or required to be retained under applicable government records retention policies, the contractor shall coordinate with the contracting officer to either turn over the PII to the government, or destroy it through means that will make the PII irretrievable (i.e., permanently unavailable for access by any person). The contractor shall only use PII obtained under this contract for purposes of the contract, and shall not collect or use such information for any other purpose without the prior written approval of the contracting officer. At expiration or termination of this contract, the contractor shall coordinate with the contracting officer to either turn over all PII managed under the contract that is in its possession to the government or successor contractor, or if the government so directs, destroy the PII.

1.4.14.7 Data Breach Response and Notification: The contractor shall adhere to the reporting and response requirements for PII set forth in Memorandum, Office of the Secretary of Defense, Subject: Safeguarding Against and Responding to the Breach of Personally Identifiable Information (PII), June 5, 2009, ALARCT 050/2009, DOD 5400.11‐R, and any amendments and the Health Insurance Portability and Accountability Act of 1996. The contractor or its subcontractor(s) shall immediately notify the COTR upon discovery that a suspected or actual breach of PII has occurred. The notification shall include, to the greatest extent possible, the identification of each individual who’s PII has been or possibly has been breached. In addition, the contractor or its Subcontractor shall provide the COTR with any other available information that must be included in required breach reporting and notifications. The contractor shall provide this information at the time of the initial notification to the government or promptly thereafter as information becomes available. The government will determine whether a breach of PII has occurred, and whether breach notification to affected individuals is required. If breach notification to affected individuals is required, the government will determine if the contractor shall make the required notification. If the contractor is to notify the impacted population, it shall submit the notification letters to the COTR for review and approval.

1.4.14.8 Communications Security (COMSEC). All communications with DOD organizations are subject to COMSEC review. The contractor shall be aware that telephone communications, and IT networks are continually subject to intercept by unfriendly intelligence organizations. DOD has authorized the military department to conduct COMSEC monitoring and recording of telephone calls originating from, or terminating at, DOD organizations.

Therefore, the contractor is advised that any time it places a call or receives a call it is subject to COMSEC procedures. The contractor shall assume the responsibility for ensuring wide and frequent dissemination of the above information to all employees dealing with DOD information. The contractor shall be aware of, and abide by, all government regulations concerning the authorized use of the government’s computer network (i.e.: viewing pornographic material or restricted/subversive sites on the web), including the restriction against using the network to recruit Government personnel or advertise job openings.

1.4.15 Training Requirements.

1.4.15.1 The Contactor shall provide fully trained and experienced personnel required for performance under this contract. The contractor shall provide the necessary training to stay current with the appropriate DoD and USSOCOM policies and guidance. The contractor shall ensure that contractor personnel complete all mandatory annual training requirements required by the Government and required in order to maintain access to pertinent Government systems (i.e. Cyber Awareness, AT Level 1, OPSEC, Social Networking, Green Dot, etc.); and as stated

PWS Page 20 in Para 4.2 below. The contractor shall maintain copies of all training certificates and confirm completion as part of the Monthly Status Report; those training certificates identified as inspection items by OSD Office of Warrior Care Policy, DoDI 1300.24, and other applicable policies shall be provided to the RCC-TC and maintained on site at WCP HQ. Also, a by-name roster of attendees and training agenda shall be provided with the Monthly Status Report on a quarterly basis for USSOCOM WCP’s submission to DoD Office of Warrior Care Policy.

1.4.15.2 AT Level I Training. Pursuant to Department of Defense Instruction Number 2000.16, “DOD Antiterrorism (AT) Standards,” dated October 2, 2006, each contractor employee requiring access to a Federally‐ controlled installation, facility and/or Federally‐controlled information system(s) shall complete Level I AT Awareness Training on an annual basis and receive a certificate of completion. The training is accessible from any computer and is available at https://atlevel1.dtic.mil/at/. The contractor is responsible for ensuring that all applicable employees have completed antiterrorism awareness training and shall certify that their workforce has completed the training through the submission of completion certificate(s) to the contracting officer and the COR within thirty calendar days after contract award and within 30 calendar days of new employee commencement thereafter.

1.4.15.2.1 In the event that the automated system at https://atlevel1.dtic.mil/at/ is not available (e.g., server problems), Level I AT Awareness Training can be provided by a qualified instructor. However, if the training is not completed online, the Level I AT Awareness Instructor qualification must be coordinated with the Installation Antiterrorism Officer (or Installation Security equivalent) and the resultant name(s) of approved instructors shall be provided to the KO or designee along with all associated schedule impacts to the contract. Costs incurred for instructor provided training that was not approved in advance by the KO may not be reimbursable and will be reviewed on a case by case basis to determine if approval is warranted.

1.4.15.2.2 Antiterrorism performance (Level I AT Awareness Training attendance and compliance) may be documented as a performance metric under the resultant contract, and be part of past performance information in support of future source selections.

1.4.15.3 Insider Threat training.