Solicitation Amendment H9821025RE0120003 SF 30.pdf

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11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

Offers 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 electronic communication 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 letter or electronic communication, provided each letter or electronic communication 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 NUMBER AS DESCRIBED IN ITEM 14.

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

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, 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.)

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

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

16C. DATE SIGNED

Previous edition unusable STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT 1. CONTRACT ID CODE PAGE OF PAGES

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

6. ISSUED BY CODE 7. ADMINISTERED BY (If other than Item 6) CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X) 9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBE

10B. DATED (SEE ITEM 13)

CODE FACILITY CODE

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

The purpose of this Amendment is to:Block 14 (Description of Amendment/Modification):

1) Include revised Questions and Answers, titled "SAM QA_Spreadsheet Rev1."

2) Revise Addendum FAR 52.212-1.

3) Incorporate revision to Section J - Attachment 1. Attachment 1 - Survey and Market Research Services PWS - Rev 1 is hereby incorporated.

4) Incorporate revised Signature Page for Amendment 0002. This will incorporate a revision which includes Contracting Officer signature to Page 1.

List of Attachments

The following attachments were added:

Attachment 1 - Survey and Market Research Services PWS Rev1

The following attachments were deleted:

Attachment 1 - Survey and Market Research Services PWS

Instructions, Conditions, & Notices to Offerors or Quoters

Miscellaneous text in this section has been modified to:

Addendum to FAR 52.212-1

Instructions to Offerors-- Commercial Items(Nov 2021)

The following paragraphs are deleted/removed from FAR 52.212-1:

(d)Product samples, is hereby deleted

(e)Multiple Offers, is hereby deleted

(h)Multiple awards, is hereby deleted

The following paragraph is modified in its entirety:

(a) Notice to Offerors: RFP No: H9821025RE012,NAICS Code: 541720 and DoDAAC: H98210 is being issued as a Full and Open Competition requirement. The solicitation and all amendments will be available via https://sam.gov/.

(b) Proposal Submission Requirement: All proposals related to this RFP must be submitted into and through the Procurement . Proposals submitted via email or any method other than PIEE will notIntegrated Enterprise Environment (PIEE), Solicitation Module be accepted. See Attachment 10, titled "Step-by-Step Guide: Submitting a Proposal in PIEE" for additional information and training resources. Vendors must be registered in PIEE, have an active CAGE code and have the Proposal Manager role assigned to submit offers. Interested parties are strongly encouraged to review registration requirements and ensure their accounts are active and ready compliant prior to the solicitation due date. Proposals not received in the PIEE, Solicitation Module by the exact time and date specified in

H9821025RE0120003

this solicitation will be deemed late in accordance with this clause (52.212-1 (b)). Offerors are responsible for ensuring timely access to PIEE and successful proposal submission. Technical difficulties, user errors, or incomplete registrations will not justify waiver of the proposal submission deadline.

(c) Proposal Submission Phase Timelines.

- Phase 1, Volume 2, Element 1 - RMF proposal is due June 17, 2025, 9:00am Eastern Time (ET)

Phase 1, Volume 4, Small Business Participation proposal is due June 17, 2025, 9:00am ET.

- Phase 2, Remaining Proposal Elements for eligible vendors are due July 1, 2025, 11:30am ET

(d) All Phase 1,RFP questions must be submitted ralph.m.neely.civ@mail.mil courtney.r.fluellen.civ@mail.milvia email to and as y 23, 2025, 12:00pm ETsoon as possible but not later than Ma

(e) All Phase 2, RFP questions must be submitted via email to ralph.m.neely.civ@mail.mil and courtney.r.fluellen.civ@mail.

as soon as possible but not later than June 11, 2025,12:00pm ET.mil Questions must be submitted utilizing Attachment 12_Q&A Template.

(f) The Government does not anticipate extending the RFP closing date, so offerors are advised to plan accordingly.

(g) Proposal Format - All proposals shall comply with the following format:

Each side of an 8.5 X 11 inch page will count as one page.

Each side of an 11 X 17 inch page will count as two pages Font size shall be no less than 12-point, Times New Roman, except for lettering within tables, charts, graphics, and figures.

Font size for lettering within tables, charts, graphics, and figures shall be no less than 8-point. A font other than Times New Roman may be used. Tables, charts, graphics, or figures may not cover 60% of the page, and shall be for illustrative purposes only and not used in lieu of main proposal text.

All four sides of each page shall have 1-inch margins.

Note 1: Only vendors who meet the due date suspense for proposal submission of Volume 2, Element 1 - RMF and Volume 4, Small Business Participation will be tentatively eligible to submit remaining Proposal Elements (Technical, Past Performance and Price). If offerors do not pass Phase 1, then they do not go to Phase 2.

Phase 1 proposal rating results will be provided within 7 calendar days of the due date for Phase 2.

Note 2: For Phase 2, only proposals rated Acceptable under Volume 2, Element 2 - RMF and Volume 4, Small Business Participation are eligible to submit Remaining Proposals for Technical, Past Performance and Price.

Note 3: Volume 1 is to be submitted with Phase 2 proposals.

Unacceptable rated proposal offerors in Phase 1 will receive notice and may request a debriefing in accordance with FAR 15 procedures.

Acceptable rated proposal offerors in Phase 1 will receive notice and invitation to propose in Phase 2.

This is a follow on to Contract H98210-20-D-0003, awarded to current incumbent:

FORS Marsh Group LLC

1010 N. Glebe Road, STE 510

Arlington, VA 22203

H9821025RE0120003

mailto:ralph.m.neely.civ@mail.mil mailto:courtney.r.fluellen.civ@mail.mil mailto:courtney.r.fluellen.civ@mail.mil

Submit proposals in four volumes as follows:

(i) . At a minimum, include:Volume 1: BUSINESS AND PRICE (FACTOR 4)

(i) Volume 1: Business and Price (Factor 4) At a minimum, include:

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) Terms of any express warranty;

(5) Price and any discount terms;

(6) "Remit to" address, if different than mailing address;

(7) A completed copy of the representations and certifications at FAR52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

Acknowledgment of Solicitation Amendments. (8) Phase 1 - All amendments executed prior to the Phase 1 proposal due date must be acknowledged with the Phase 1 proposal. Phase 2 - All remaining amendments executed after the Phase 1 proposal due date must be acknowledged with the Phase 2 proposal submission.

(9) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information or reject the terms and conditions of the solicitation may be excluded from consideration.

(10)Completed Pricing Spreadsheet (Attachment 5)

(11) Price breakdown of labor categories and hours

(12)Completed Pricing for the Sample Task Order Pricing Sheet (Attachment 4)

(ii) Volume 2: TECHNICAL (FACTOR 1) - The total page count for this volume shall not exceed 70 single-sided pages, (excluding RMF and Small Business Participation) inclusive of any table of contents, appendices, attachments, etc. The Government will only review up to the page 70th of this volume, therefore, any pages beyond will not be evaluated.

- Offeror is cautioned that "parroting" of the PWS (Attachment 1) with a statement of intent to perform does not reflect understanding of the requirement or capability to perform. Ata minimum, include:

Element 1: The offeror must provide a Body of Evidence (BoE) RMF is excluded from page count for Volume 2, Technical Factor (no page limit) that a traditional private network, or Cloud Computing environment, used for storing, processing, and hosting of the Government data meets cybersecurity requirements.

BoE artifacts include:

Site Security Plan (SSP) Plan of Actions and Milestones (POAM) Security Assessment Report (SAR) Self-Attestation memo signed by the company responsible party (CIO or similar) Supplier Performance Risk System (SPRS) scoring of 110 aligned with the NIST SP 800 - 171 applicable security controls (See Appendix A for detailed instructions)

Appendix A: Instructions for Providing Compelling Evidence and Body of Evidence

The contractor should provide the compelling evidence and body of evidence for each control in a format that is easily reviewable and understandable, such as in a spreadsheet or document with clear headings and columns. The evidence should be sufficient to demonstrate that the control is implemented and effective, and that the contractor has met the requirements of the control.

To ensure that the evidence is sufficient, the contractor should consider the following factors:

1. : The evidence should be relevant to the specific control and requirement.Relevance

2. : The evidence should be accurate and reflect the current state of the control.Accuracy

3. : The evidence should be complete and include all necessary information to demonstrate compliance.Completeness

4. Consistency: The evidence should be consistent with other evidence and documentation provided by the contractor.

Examples of Compelling Evidence and Body of Evidence

The following are examples of compelling evidence and body of evidence that the contractor could provide for each control. These controls compiled and summarized will become the foundation for the Site Security Plan(SSP):

1. :Access Control(3.1.1) o Compelling Evidence:Access control policies and procedures documentation, access control matrix,user access requests, and approval documentation.

o Body of Evidence: Useraccess logs, access control list updates, and security incident response plans.

2. :Transaction andFunction Control (3.1.2) o Compelling Evidence:Transaction and function control policies and procedures documentation,transaction and function control matrix, user transaction and function accessrequests, and approval documentation.

o Body of Evidence:Transaction logs, function access logs, and security incident response plans.

3. :ExternalInformation System Control (3.1.20) o Compelling Evidence:External information system control policies and procedures documentation,network diagrams, firewall rules, and external information system connectionand use documentation.

o Body of Evidence:Network logs, firewall logs, and security incident response plans.

4. :Publicly AccessibleInformation System Control (3.1.22) o Compelling Evidence:Publicly accessible information system control policies and proceduresdocumentation, publicly accessible information system content review andapproval documentation, web application firewall rules, and intrusion detectionsystem logs.

o Body of Evidence: Web application logs, intrusion detection system logs, and security incident response plans.

5. :User Identification and Authentication (3.5.1 and 3.5.2) o Compelling Evidence: User identification and authentication policies and procedures documentation, user identification and authentication logs, user account management documentation, and multi-factor authentication documentation.

o Body of Evidence: User account logs, authentication logs, and security incident response plans.

6. :Media Sanitization(3.8.3) o Compelling Evidence: Media sanitization policies and procedures documentation, media sanitization logs, media destruction documentation, and certification of media sanitization or destruction.

o Body of Evidence: Media sanitization logs, media destruction documentation, and security incident response plans.

7. :Physical Access Control (3.10.1) o Compelling Evidence: Physical access control policies and procedures documentation, physical access control logs, access control lists, and visitor logs.

o Body of Evidence: Physical access logs, access control list updates, and security incident response plans.

8. :Visitor Control(3.10.3, 3.10.4, and 3.10.5) o Compelling Evidence:Visitor control policies and procedures documentation, visitor logs, physicalaccess device control documentation, and audit logs of physical access.

o Body of Evidence: Visitor logs, physical access device control logs, and security incident response plans.

9. :Communication Protection (3.13.1) o Compelling Evidence: Communication protection policies and procedures documentation, network diagrams, firewall rules, intrusion detection system logs, and encryption documentation.

o Body of Evidence: Network logs, firewall logs, intrusion detection system logs, and security incident response plans.

10. :Subnetwork Implementation (3.13.5) o Compelling Evidence: Subnetwork implementation policies and procedures documentation, network diagrams, subnetwork configuration documentation, and firewall rules.

o Body of Evidence: Network logs, subnetwork configuration logs, and security incident response plans.

11. :Flaw Identification and Correction (3.14.1) o Compelling Evidence: Flaw identification and correction policies and procedures documentation, flaw identification and correction logs, vulnerability scan reports, and patch management documentation.

o Body of Evidence: Flaw identification and correction logs, vulnerability scan reports, patch management logs, and security incident response plans.

12. Malicious Code Protection (3.14.2, 3.14.4, and 3.14.5) o Compelling Evidence: Malicious code protection policies and procedures documentation, malicious code protection logs, update documentation, and scan reports.

o Body of Evidence: Malicious code protection logs, update logs, scan reports, and security incident response plans.

Appendix B: Supplier Performance Risk System (SPRS) Certification Process

2.1 Introduction

The Supplier Performance Risk System (SPRS) is a web-based system used to assess the performance and risk of suppliers. The SPRS certification process is designed to ensure that suppliers meet the required standards and guidelines for participation in federal contracting opportunities. This appendix outlines the step-by-step process for obtaining an SPRS score of 110.

2.2 Step 1: Create an Account on the SPRS Website

To begin the SPRS certification process, the supplier must create an account on the SPRS website, as instructed by the General Services Administration's (GSA) SPRS User Guide (GSA, 2022) . This will generate a unique username https://www.gsa.gov/reference/guides/sprs-user-guide and password, which will be used to access the account.

2.3 Step 2: Gather Required Documents

The supplier must gather all required documents, as listedin the SPRS Documentation Requirements (GSA, 2022) https://www.gsa.gov/reference . These documents may include:/guides/sprs-documentation-requirements

- Company registration documents (e.g., articles of incorporation, business license), as required by the Small Business Administration (SBA) (13 CFR 121.103) https://www.sba.gov/content/size-eligibility

- Tax identification documents (e.g., tax ID number, tax returns), as required by the Internal Revenue Service (IRS) (26 CFR 1.6031-1) https://www.irs.gov/irb/2022-01_IRB#d0e379

- Insurance certificates (e.g., liability insurance, workers'compensation insurance), as required by the Occupational Safety and HealthAdministration (OSHA) (29 CFR 1904.41) https://www.osha.gov/laws-regs/regulations/standardnumber/1904/1904.41

- Financial statements (e.g., balance sheet, incomestatement), as required by the Securities and Exchange Commission (SEC) (17 CFR210.3-01) https://www.sec.gov/rules/interp/2022/17-cfr-210-3-01.xml

- Quality control and quality assurance documents (e.g., ISOcertifications), as recommended by the International Organization forStandardization (ISO) (ISO 9001:2015)https://www.iso.org/standard/62085.html

- Health and safety documents (e.g., OSHA certifications), asrequired by OSHA (29 CFR 1904.41)https://www.osha.gov/laws-regs /regulations/standardnumber/1904/1904.41

- Environmental management documents (e.g., environmental policy, sustainability report), as recommended by the Environmental Protection Agency (EPA) (40 CFR 1502.14)https://www.epa.gov/laws-regulations/summary-environmental-impact-statement-eis-regulations

2.4 Step 3: Upload Documents to the SPRS Website

The supplier must upload all required documents to the SPRS website through their account, as instructed by the GSA's SPRS User Guide (GSA, 2022) . The SPRS website will provide a secure and encrypted platform for uploading sensitive https://www.gsa.gov/reference/guides/sprs-user-guide documents, in compliance with the Federal Information Security Management Act (FISMA) (44 U.S.C. (S) 3541 et seq.) https://www.congress.gov

./bill/107th-congress/house-bill/3844

2.5 Step 4: Complete the SPRS Questionnaire

The supplier must complete the SPRS questionnaire, which will ask questions about their company's performance, capabilities, and risk management practices, as outlined in the SPRS Assessment Guide (GSA, 2022) . The questionnaire https://www.gsa.gov/reference/guides/sprs-assessment-guide will cover areas such as:

- Company overview and history, as required by the Federal Acquisition Regulation (FAR) (FAR 52.204- 8)https://www.

acquisition.gov/far/html/05.html

- Management structure and organizational chart, as recommended by the Project Management Institute (PMI) (PMI, 2017) https://www.pmi.org/pmbok-guide-standards/foundational/pmbok

- Quality control and quality assurance processes, asrecommended by the ISO (ISO 9001:2015)https://www.iso.org/standard /62085.html

- Health and safety policies and procedures, as required byOSHA (29 CFR 1904.41)https://www.osha.gov/laws-regs/regulations /standardnumber/1904/1904.41

- Environmental management practices, as recommended by theEPA (40 CFR 1502.14)https://www.epa.gov/laws-regulations /summary-environmental-impact-statement-eis-regulations

- Financial stability and performance, as required by the SEC(17 CFR 210.3-01)https://www.sec.gov/rules/interp/2022/17-cfr-210- 3-01.xml

2.6 Step 5: Submit the Application

The supplier must submit their application for review by the SPRS certification body, as instructed by the GSA's SPRS User Guide (GSA,2022) .https://www.gsa.gov/reference/guides/sprs-user-guide

2.7 Step 6: Review and Verification

The SPRS certification body will review the supplier's application, verify the uploaded documents, and assess their company's performance and risk management practices, as outlined in the SPRS Assessment Guide (GSA, 2022) . This https://www.gsa.gov/reference/guides/sprs-assessment-guide process may involve additional requests for information or clarification, as allowed by the FAR (FAR 52.204-8) https://www.acquisition.gov/far/html

./05.html

2.8 Step 7: SPRS Score Calculation

The SPRS certification body will calculate the supplier'sSPRS score based on the information provided, as outlined in the SPRS ScoringGuide (GSA, 2022) . The score will range from 0 to 110, with 110 being thehighest score, as specified in https://www.gsa.gov/reference/guides/sprs-scoring-guide the FAR (FAR 4.1202) .https://www.acquisition.gov/far/html/04.html#WP110873

2.9 Step 8: Certification and Score Notification

If the supplier meets the requirements and achieves a score of 110, they will receive notification of certification and their SPRS score, as instructed by the GSA's SPRS User Guide (GSA, 2022) . The certification will be valid for a specified period, https://www.gsa.gov/reference/guides/sprs-user-guide after which the supplier will need to renew their application to maintain their SPRS certification, as required by the FAR (FAR 4.1202) https://www.

.acquisition.gov/far/html/04.html#WP110873

Element 2: Technical Approach and Methodology (limited to ).The offeror must describe its proposed technical approach and methodology 30 pages to demonstrate understanding of, and ability to successfully accomplish, the requirements of the PWS. The requirements within Section 4.0 are differentiated between mission-critical requirements related to specific market research studies from otherwise general administrative research requirements. See addendum to FAR 52.212-2, Evaluation - Commercial Items for the complete list of CORE (mission-critical requirements). The

H9821025RE0120003

https://www.gsa.gov/reference/guides/sprs-user-guide https://www.gsa.gov/reference/guides/sprs-user-guide https://www.gsa.gov/reference/guides/sprs-user-guide technical approach and methodology for CORE requirements will be more heavily weighted in the assessment of an offeror's overall technical approach and methodology.

Element 3: Staffing Plan ( ). The offeror will provide its staffing plan and demonstrate how it will support their technical limited to 10 pages approach and methodology by providing labor categories, experience and skill level of proposed personnel, labor hours, and a crosswalk to the PWS requirements, including the requirements outlined for the sample task order in Element 5. The staffing plan shall identify the relevant experience /qualifications that each personnel proposed to perform under the contract possess in addition to their responsibilities and authority. Offeror should also highlight proposed staffing having:

- Extensive expertise in market research methods, to include: psychometrics and research methods, career and consumer decision making, and marketing effectiveness theory expertise.

- Expert knowledge of military recruiting research in order to provide informed counsel and Service-specific military recruiting recommendations.

- Expert knowledge of quantitative and qualitative research design.

- Expert knowledge in survey methodology for largescale efforts including complex sampling and weighting procedures.

- Expertise in basic (e.g., calculating proportions and statistical differences) and advanced statistical analyses (e.g., logit modeling, structural equation modeling, data reduction techniques) using psychographic data.

- Expertise in emerging personnel research methods beyond surveys to include: web- scraping, data-mining, and non-cognitive attitude assessments.

- Expertise in best practices of public opinion polling and techniques to improve response rates for publicly fielding surveys.

Element 4: Program and Project Management ( ).The offeror must provide its approach for providing complete program and limited to 10 pages project management support that will fully integrate, manage, control and document all phases of the contract requirements, including the offeror's approach for providing the corporate resources necessary to ensure and maintain service quality levels, staffing levels, training, risk management, and the offeror's plan for the transition-in and transition-out services. The offeror must provide its approach for instituting and maintaining a capability to ensure the quality and integrity of services/products, including: (1)management and task controls to assure work will be completed as required; (2) contingency plans for identifying and correcting problems; (3) steps that would be taken to assure timely delivery of quality products; and (4) IT personnel familiar with protecting PII and providing adequate security in accordance with DFARS 252.204 and NIST.SP.800-171r.

Element 5: Sample Task Order ( ) the offeror must submit a written technical and separate price proposal in response to the limited to 10 pages Performance Work Statement (PWS) for the Sample Task Order enclosed (Attachment 3). The offeror must complete and submit the Sample Task Order Pricing Sheet with their proposal (Attachment 4) in accordance with Ordering Procedures (Attachment 7). Please note the offeror is advised to consider the following ODE's in the Sample Task Order: Blank scantron sheets, Laminated survey booklets, Mailing envelopes, and Postage.

Technical Proposal: New Recruit Survey - Influencer Module Spring/Summer 2026

Price Proposal: In addition to the New Recruit Survey - Influencer Module Spring/Summer2026 Price Proposal, in order to assist the Government in determining price reasonableness, the Government is requesting that the offeror submit *Data Other than Certified Cost or Pricing Data with respect to the firm-fixed priced Other Direct Expense(s) (ODE). The offeror shall submit three quotes for all requirements in excess of $2,500.00 to the maximum extent practicable.

FAR 52.215-20 -- Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data.

The following information is requested:

Catalog pricing - Identify any relevant offeror commercial catalog, to include date, catalog prices, and related discounts. The offeror shall explain any differences between the offered price, the established catalog price, and price of recent sales in quantities similar to the proposed of this requirement.

This will assist the Government in determining if the price is fair and reasonable.

Note: The successful offeror's task order proposal is binding and the Government intends to award the sample task order after transition and commencement of the full period of performance.

Element 6: Initial Phase-In, Staffing Transition and Transition Out Plans (limited to 10 pages)

This section shall describe the Offeror's Initial Phase-In and Transition Out plan, paying particular attention to providing plans and methodologies for ensuring the smooth transition of mission critical requirements while sustaining current operations. The offeror's Initial Phase-In plan and Transition- Out Plan should identify risks and risk mitigation strategies over the Initial Phase-In Period and the Transition-Out period. The plans should encompass the entire project including a completeness and understanding of the JAMRs environment as well as the DPAC JAMRS Vendor Transition Performance Work Statement. The Initial Phase-In plan should identify and address any known transition issues and how it mitigates risk in those areas. The offeror shall not submit a complete Transition-In Plan with the proposal. A comprehensive Transition-In Plan addressing all areas will be required after contract award IAW the overall PWS and the DPAC JAMRS FY25 Vendor Transition Services PWS (Attachment 2).

This section shall include a Staffing Transition Plan that addresses the following:

Describe how the contractor will staff positions to include but not limited to survey, design, field data collection, data analysis, reporting, and client communication. Include whether incumbent personnel will be considered or retained. Provide a transition timeline schedule for recruitment, training, system access, and the phased transfer of responsibilities to ensure uninterrupted project performance.

Explain the contractor's approach to knowledge transfer and continuity in the event incumbent staff are not retained. Include plans for documentation, training, and quality assurance.

(iii) (3-4 pages per past performance reference 20 pages total).At a minimum, include:Volume 3: FACTOR 2 -Past Performance

At least two and no more than five relevant and recent past performance contract references. All references shall address current projects/contracts or those completed within the last five years. Past performance of the Prime, Subcontractors and Key Personnel will be considered, at least one contract reference must be from the Prime contractor, performing as a Prime contractor. Multiple task orders on a single contract will NOT be considered as multiple past performance references rather they will be considered one past performance reference. Past performance references can include commercial and/or Government work. At least one commercial reference is highly encouraged. The Past Performance reference information shall include the following:

- Name, email, and telephone numbers for points of contact

- Contract/Project Name

- Date of Contract

- Type of Contract

- Dollar Value of Contract

- Period of Performance

- Description of services/supplies provided

- Description of the relevance to the current requirement being solicited

- Copies of eSRS reporting (when a Small Business Subcontracting Plan was required by the contract) to demonstrate past commitment and success with small business participation

- For Commercial references or if performance was as a subcontractor, written authorization for the references to speak with the Government about the offeror's past performance must be included in the proposal.

- Offerors are advised that the Government may use all data provided by the Offeror in this proposal and data obtained from other sources, including, but not limited to, other DHRA contracts and information from Government repositories (e.g., CPARS, PPIRS, etc.).

- Past Performance information on contracts not listed by the offeror, or that of planned subcontractors, may also be evaluated. The Government may contact references provided by the offeror, as well as any other source it identifies, and information received may be used in the evaluation of the Offeror's Past Performance. While the Government may elect to consider data obtained from other sources, the burden of providing current, accurate, and complete Past Performance information rests with the offeror.

The offeror must indicate if it has no past performance. In this case, the offeror will not be evaluated favorably or unfavorably on past performance and will be assigned a rating of Neutral Confidence.

Past Performance Questionnaire: The offeror must send a Past/Present Performance Questionnaire (PPQ) (Attachment 6) to their references. It is the responsibility of the offeror to ensure questionnaires are submitted and received by the proposal submission due date. Offerors will not receive copies of the completed questionnaires, they are submitted directly to the Contracting Office, as outlined on the PPQ, Attachment 6.

(iv) - Small Business Participation (no page limit). All offerors (both other than small businesses and small businesses) shall Volume 4: Factor 3 provide information substantiating the Offeror's track record of utilizing small business on past contracts in detail, a Small Business Participation Commitment Document (SBPCD) using the format at Attachment 8, and other than small businesses must submit their Small Business Subcontracting Plan. The Small Business Participation Plan and the Small Business Subcontracting Plan are two separate and distinct plans. Other than Small Business offerors must submit both plans.

The Small Business Subcontracting Plan shall adhere to the format outlined in FAR 52.219-9.

The SBPCD must, at a minimum, meet the Minimum Quantitative Requirement (MQR) for small business participation. The MQR for this requirement is 25% of the total contract value for the first and second contract years, and 30% for the remaining years.

This information will be used to evaluate the extent of the offeror's proposed participation and commitment to use U.S. small businesses in the performance of this acquisition (as small business prime offerors or small business subcontractors). The SBPCD requirements will be binding and incorporated into any resulting contract(s).

The offeror should provide detailed explanations/documentation regarding their commitment in order to receive higher evaluation ratings. Evaluation elements include:

- The extent to which small businesses firms are specifically identified in proposals;

- The extent of commitment to use small business (for example, enforceable commitments are to be weighted more heavily than non-enforceable ones; signed agreements with small business detailing the level of expected commitment);

- The complexity and variety of the work small firms are to perform;

- The realism of the proposal;

- Past performance of the offerors in complying with requirements of the clauses at FAR 52.219-8, Utilization of Small Business Concerns, and 52.219-9, Small Business Subcontracting Plan; (copies of eSRS reports, narrative details, explanations If utilizing small businesses was not practicable) and;

- Theextent of participation of small business in terms of the value of the totalacquisition.

- Detailed and realistic approach to meet or exceed the MinimumQuantitative Requirements for small business participation.

(END OF INSTRUCTIONS TO OFFERORS)

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