HC1028-15-T-0215_RFQ.pdf

SEE ADDENDUM

(No Collect Calls)

HC1028-15-T-0215 05-Aug-2015

b. TELEPHONE NUMBER

(618) 229-9147

8. OFFER DUE DATE/LOCAL TIME

10:00 AM 10 Aug 2015

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE

NO.

HC10289. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

SHANNON K. FUEHNE

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF

AMERICA

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

F3ST955141GC01

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

DISA/DITCO-SCOTT-PL83

2300 EAST DRIVE

SCOTT AFB IL 62225-5406

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE F3ST95 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

USTRANSCOM

508 SCOTT DRIVE

SCOTT AFB IL 62225-5357

BRIGITT HARRIS

TEL: 618-220-4456 FAX: 618-220-5125

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE

SMALL BUSINESS

SIZE STANDARD:

$27.5M or 150 employees

NAICS:

541519

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

X

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE

WOMEN-OWNED SMALL BUSINESS

PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL

ITEMS (CONTINUED)

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

HC1028-15-T-0215

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

Labor

FFP

Non-personal Services. Provide professional services to install and configure CA

Technologies Project Portfolio Management (PPM) to match the United States

Transportation Command's (USTRANSCOM) unique business requirements and provide training and knowledge trasfer so that USTRANSCOM will be prepared to enable end users in accordance with the requirements in the Performance Work

Statement (PWS).

Services will be performed at USTRANSCOM/J6 Bldg 1961, 508 Scott Drive, Scott AFB, IL 62225.

Anticipated service date: August 14, 2015 through September 28, 2015 (45 days).

FOB: Destination

PURCHASE REQUEST NUMBER: F3ST955141GC01

NET AMT

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

Travel

COST

Travel shall be authorized by the COR in writing prior to performance and will be paid IAW FAR Part 31.205-46.

Services will be performed at USTRANSCOM/J6 Bldg 1961, 508 Scott Drive, Scott AFB, IL 62225.

Anticipated service date: August 14, 2015 through September 28, 2015 (45 days).

PURCHASE REQUEST NUMBER: F3ST955141GC01

ESTIMATED COST

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS)

as of 21 July 2015

Contract Number:

Task Order Number: N/A

Tracking Number: 831506615

Follow-on to Previous Contract and

Task Order Number:

Not Applicable

1. Contracting Officer Representative (COR).

a. Primary COR.

Name: Larry McLean

Organization: USTRANSCOM/TCJ6-R

Department of Defense Activity

Address Code (DODAAC):

F3ST95

Address: 508 Scott Drive

Scott AFB IL 62225

Phone Number: 618-220-4436

Fax Number:

E-Mail Address: Larry.e.mclean.civ@mail.mil

b. Alternate COR.

Name: Terry Stevenson

Organization: USTRANSCOM/TCJ6-R

DODAAC: F3ST95

Address: 508 Scott Drive

Scott AFB IL 62225

Phone Number: 618-220-4336

E-Mail Address: Terry.w.stevenson6.mil@mail.mil

2. Contract or Task Order Title. CA Technologies (CA) Project Portfolio Management (PPM) Installation, Configuration, and On-Site Knowledge Transfer

3. Background. As approved by the Mission Area Manager (MAM), this project is to implement the PPM capability for the TCJ6-RR team for reporting and greater decision-making capability for TCJ6.

4. Objectives: The required configuration will consist of two (2) servers (one Application and one Database). The two servers will be hosted internally within United States Transportation Command (USTRANSCOM) and are only accessible to administrators and users from within the USTRANSCOM network domain. There is no direct access to either the application or the database servers from outside the USTRANSCOM network. The installation requires implementation in USTRANSCOM’s virtualized environment.

5. Scope. CA PPM provides rich functionality out-of-the-box. During our proposed implementation, the contractor shall install and configure CA PPM to match USTRANSCOM’s unique business requirements. Additionally, the contractor shall perform 40 hours of knowledge transfer and train-the-trainer sessions so that USTRANSCOM will be prepared to enable end users.

6. Performance Requirements.

6.1 Task 1 – CA PPM Project/Implementation Plan and Status Report.

Contractor shall provide CA PPM Project/Solution Implementation plan and Weekly Status Report.

Deliverable: Project Plan

6.2 Task 2 – CA PPM Software Installation.

Contractor shall install CA PPM core functionality, as well as CA PPM Solution Pack, CA Productivity

Accelerator, and CA PPM PMO Accelerator content. Contractor shall provide access to install.log files as well as Health Check National Security Agency report for Development, Test and Production environments. Contractor shall provide system administrator user ID/login to further demonstrate validation for all three environments.

Deliverable: Software Installation

6.3 Task 3 CA PPM – Solution Implementation General Application Requirements and Design.

Contractor shall conduct solution requirements and design workshops. Contractor provides Solution

Requirement Document and Solution Design Document.

Deliverable: Requirements and Design Document

6.4 Task 4 – CA PPM – Implement and Create Group-based Security Model.

Contractor shall work with end-users to define and create Group-Based Security Models, up to 5 groups.

Contractor shall enable system login to CA PPM using Clarity Studio, and provide access security groups to display up to 5 agreed upon user groups. Contractor shall provide new security group documentation.

Deliverable: PPM Security Model

6.5 Task 5 – CA PPM - Load Projects and Resources into 3 environments.

Contractor shall provide CA PPM data load templates (if applicable) to facilitate mapping of project and resource data into CA PPM in three environments.

Deliverable: PPM Data Load

6.6 Task 6 CA PPM - Project Management configured with up to 10 new attributes.

Contractor shall enable system logon using Clarity Studio to display Project Management attributes. Contractor shall enable system logon as a Clarity user to display the configured and agreed upon attributes. Contractor shall provide additional validation as part of testing, logging in as the user and validate that the attributes and lookups appear as specified in the design document. Contractor shall provide Project Management configuration documentation.

Deliverable: PPM Project Management

6.7 Task 7 CA PPM - Resource Management configured with up to 10 new attributes.

Contractor shall enable system logon using Clarity Studio to display Resource Management attributes, Contractor shall enable system log on as a Clarity user to display the configured and agreed upon attributes. Contractor to provide additional validation as part of testing, logging in as the user and validate that the attributes and lookups appear as specified in the design. Contractor shall provide PPM Resource Management configuration documentation.

Deliverable: PPM Resource Management

6.8 Task 8 – CA PPM Financial Management configured with up to 10 transaction classes.

Contractor shall enable system log on using Clarity Studio to display Transaction Classes/Cost Plans. Contractor shall enable system logon as a Clarity user to display the configured and agreed upon financials setup and transaction classes. Contractor shall provide additional validation as part of testing, logging in as the user and validate that the financials are setup in the design. Contractor shall provide PPM Financial Management configuration documentation

Deliverable: PM Financial Management

6.9 Task 9 – CA PPM Portfolio Management set up, up to 3 new Portfolios.

Contractor shall enable system log on using Clarity Studio to display additional Portfolios, Contractor shall enable system log on as a Clarity user to display the configured/additional Portfolios. Contractor to provide additional validation as part of testing, logging in as the user and validate that the Portfolios appear as specified in the design.

Contractor shall provide PPM Portfolio Management documentation.

Deliverable: PPM Portfolio Management

7. Performance Standards

Performance Standard Acceptable Quality Level (AQL) Method of Surveillance

Task 1 – CA

PPM/Implementation

Plan and Status Report

Standard Project Definition Project property fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Level Measures The project “simple” financial fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Alignment The project alignment fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Priority The project priority field is active and ready to receive the project manager’s input.

100 Percent Inspection

Risk Management

Summary

The project risk management fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Status Report The project status report fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Goals The project goal field is active and ready to receive the project manager’s input.

100 Percent Inspection

Task 2 – CA PPM

Software Installation

Basic Install Administrator can log in. 100 Percent Inspection

PMO Accelerator Add-ins are listed as enabled. 100 Percent Inspection

Solution Pack Content Solution Pack items are listed as enabled. 100 Percent Inspection

Task 3 CA PPM –

Solution Implementation

General Application

Requirements and Design

Portfolio Definition Ability to create portfolios and manage and report on their content.

100 Percent Inspection

Filled vs. Unfilled Demand Ability to filter for soft and hard booked resources in the appropriate Portlets and reports.

100 Percent Inspection

Capacity Planning Ability to report on resource capacity and demand.

100 Percent Inspection

Time Phased Budgets Ability to create an unlimited number of approved budgets for a given project.

100 Percent Inspection

Time Phased Forecasts Ability to create an unlimited number of approved Cost Plans for a given project.

100 Percent Inspection

Time Phased Benefit

Ability to create an unlimited number of Benefit

Plans for a given project and associate them to either Cost plans or Budget plans.

100 Percent Inspection

Task 5 – CA PPM - Load

Projects and Resources into 3 environments

Data Load Projects, resources, and OBS structure units appear in their respective list views.

100 Percent Inspection

Task 6–CA PPM - Project

Management configured with up to 10 new attributes

Define Rate Matrix

A rate matrix is in place with the appropriate number of rows that supports the creation of

Cost Plans.

100 Percent Inspection

Portfolio Definition

Creation of unlimited number of portfolios.

Ability to manage their content and report on them.

100 Percent Inspection

Value Metrics

Within all portfolios, ability to display the appropriate metrics used in the organization to gauge “value.”

100 Percent Inspection

Investment Prioritization and Selection

Within all portfolios, ability to prioritize and sort by prioritization metrics used in the organization.

100 Percent Inspection

Investment Budgets and

Forecast

Within all portfolios, ability to prioritize and sort by Budget and Forecast metrics used in the organization.

100 Percent Inspection

Task 7 CA PPM -

Resource Management configured with up to 10 new attributes

Project Time Entry

Timesheets are available for team members to report time. Resource managers have the ability to review and approve or return timesheets for correction.

100 Percent Inspection

Other Work Time Entry Timesheets will reveal Other Work items to record time against.

100 Percent Inspection

Team Staffing The project team page will permit resources to be staffed.

100 Percent Inspection

Role Definition

A collection of project management oriented roles can be created and made available for staffing on the project team.

100 Percent Inspection

Resource Calendars Create corporate calendars and be able to associate resources to them.

Task 8 – CA PPM

Financial Management transaction classes

Simple Budgets The project simple budget field is active and ready to receive the project manager’s input.

100 Percent Inspection

Simple Forecasts The project simple forecast field is active and ready to receive the project manager’s input.

100 Percent Inspection

Simple Benefits The project simple benefits field is active and ready to receive the project manager’s input.

8. Incentives. Contractor shall be evaluated in CPARS based on meeting performance standards.

9. Place of Performance. Work will be performed at the customer site, USTRANSCOM/J6, Bldg 1961, 508 Scott

Drive, Scott AFB, IL 62225

Alternate Place of Performance-Contingency Only. As determined by the Contracting Officer’s Representative

(COR), contractor employees may be required to work at an alternate place of performance (e.g., home, the contractor's facility, or another approved activity within the local travel area) in cases of unforeseen conditions or contingencies (e.g., pandemic conditions, exercises, government closure due to inclement weather, etc.). Non-emergency/non-essential contractors should not report to a closed government facility. Contractor shall prepare all deliverables and other contract documentation utilizing contractor resources. To the extent possible, the contractor shall use best efforts to provide the same level of support as stated in the PWS. In the event the services are impacted, reduced, compromised, etc., the Contracting Officer or the contractor may request an equitable adjustment pursuant to the Changes clause of the contract.

10. Period of Performance. The period of performance is August 14, 2015 through September 28, 2015 (forty-five

(45) days). As directed by the COR, the contractor shall continue performance in emergency or mission essential conditions. Additionally, the contractor may be required to account for the whereabouts of their personnel should this information be requested by the COR.

11. Delivery Schedule:

PWS

Task#

Deliverable

Title

Format Due Date Distribution/Copies Frequency and Remarks

6.1 Project Plan MPP/XLS/PPT/Wor

d Document

21 days after project kick-off

Standard

Distribution*

Draft – 21 calendar days after project kick-off

Final – 30 calendar days after project kick-off

6.2 Software

Installation

Install.log file/Health Report

Immediately after install

Two Copies to

COR; Letter Only to

KO

One time

6.3 Requirements

and Design

Document

Word – Solution

Requirements/Soluti on Design document

Approximately 2 weeks after install

Standard

Distribution*

One time frequency prior to configuration

6.4 PPM Security

Model

View/display/Word Approximately 1 weeks after install

One time deliverable

6.5 PPM Data

Load

View/display/Word Approximately 2 weeks after install

One time deliverable

6.6 PPM Project

Management

View/display/Word Approximately 3 weeks after install

One time deliverable

6.7 PPM Resource

Management

View/display/Word Approximately 5 weeks after install

One time deliverable

6.8 PPM Financial

Management

View/display/Word Approximately 7 weeks after install

One time deliverable

6.9 PPM Portfolio

Management

View/display/Word Approximately 9 weeks after install

One time deliverable

*Standard Distribution: 1 copy of the transmittal letter without the deliverable to the Contracting Officer; 1 copy of the transmittal letter with the deliverable to the Primary COR.

12. Security Requirements. (Physical, Personnel, Information, Antiterrorism/Force Protection and Industrial).

12.1. General Security Information. The majority of daily work associated with this PWS is at the unclassified level, but contractor personnel may be required to access SECRET information during performance of this task order.

12.2. Citizenship and Clearance Requirements. The contractor’s, subcontractor’s, and/or partner’s personnel performing services under this task order shall be citizens of the United States of America. Overall, all contractor personnel shall possess the appropriate personnel security investigation for the position(s) occupied. Contractor personnel shall be required to have a background investigation that corresponds with the sensitivity level of the tasks to be performed.

12.3. Clearance Requirements and Position Sensitivity. Contractor personnel with IA administrative privileges and/or who will monitor DOD IT systems or software as designated by DOD 8500.1/5200.2-R may be rated at the various levels listed below. The stipulation of the numbers and what IT/Automated Data Processing (ADP) levels the contractors will have is approved by the COR or the CO before the start of the task order. The contractor shall comply with all appropriate provisions of applicable security regulations while assigned to this task order for DOD and USTRANSCOM. The following guidance will be followed when determining background investigation and clearance levels for this task order depending on requirements:

POSITION LEVEL:

Information Technology (IT)-II

Automated Data Processing (ADP)-II

Or Non-Critical Sensitive Positions (SECRET):

IT/ADP-II and Non-Critical Sensitive Positions are those positions that: have access to Secret or Confidential information; Security police/provost marshal-type duties involving the enforcement of law and security duties involving the protection and safeguarding of DOD personnel and property; category II automated data processing positions; duties involving education and orientation of DOD personnel; duties involving the design, operation, or maintenance of intrusion detection systems deployed to safeguard DOD personnel and property; responsible for the direction, planning, design, operation, or maintenance of a computer system, and whose work is technically reviewed by a higher authority of the ADP-I category to ensure the integrity of the system; and any other position so designated by the head of the Component or designee.

BACKGROUND INVESTIGATION REQUIREMENTS:

(IT-II/ADP-II/Non-Critical Sensitive) Requirements for SECRET:

Positions designated by the Government at the Non-Critical Sensitive/ADP-II/IT-II rating require a National Agency

Check with Local Credit (NACLC) (or acceptable periodic reinvestigation) favorably adjudicated (a favorable adjudication grants eligibility at the SECRET level as prescribed by DOD 5200.2-R). The IT-II/ADP-II requirement mandates the contractor have a minimum FCL at the SECRET (or higher) level due to investigation submissions as directed in DOD 5220.22-M, DOD 5200.01 and Joint Personnel Adjudication System (JPAS).

POSITION LEVEL:

Information Technology (IT)-III

Automated Data Processing (ADP)-III

Or Non-Sensitive Positions (Position of Trust Determination) (No Classified Access) All other positions involved in computer activities and Common Access Card. No clearance is granted for classified access and only a Position of Trust (PoT) is awarded and posted in JPAS.

BACKGROUND INVESTIGATION REQUIREMENTS:

(IT-III/ADP-III/Non-Sensitive) Requirements for Position of Trust Determinations (No Classified Access):

Positions designated by the Government at the Non-Sensitive/ADP-III/IT-III rating require a National Agency

Check with Inquiries (NACI) (or acceptable investigation/reinvestigation) favorably adjudicated (a favorable adjudication issues a Position of Trust determination as prescribed by DOD 5200.2-R and DOD DTM 08-003

(Dated Dec 08). Favorable NACI or equivalent investigation results must be posted in JPAS before a CAC or

NIPRNET access will be granted. To obtain interim CAC/NIPRNET access, NACI investigations will be opened with fingerprint, name and criminal records checks returned favorably before the credentials (CAC and NIPRNET) are issued. NACI submissions will be completed on the Standard Form (SF) 85 and submitted with fingerprint cards

(FP 258) to USTRANSCOM Force Protection, Security Services Center (SSC) for processing. No classified access will be granted based on the NACI investigation.

NOTE: The above requirements for IT-III/ADP-III/Non-Sensitive Positions are for access to unclassified systems only. Contractors who require access to classified systems or areas must have interim or final adjudication of background investigations at the Critical or Non-Critical Sensitive levels.

USTRANSCOM will only process NACI/Position of Trust investigations and will not complete any personnel security investigations for classified access. It is incumbent upon the contractor to have the appropriate investigations completed upon start of the task order. Personnel who do not have the proper investigation will be denied the ability and access to USTRANSCOM facilities until investigations have been favorably adjudicated.

12.4. Security Clearance and Special Access Requirements. All positions on this task order require a minimum of a

SECRET clearance as granted by the Personnel Security Management Office-Industry (PSMO-I).

12.5. Facilities Clearance (FCL). The contractor must have a valid FCL at the SECRET level. Interim FCLs are acceptable provided they are not expired. FCL procedures and security guidelines for adjudicative requirements are outlined in DOD 5220.22-M. FCLs and Interim FCLs must be awarded by the Defense Security Service (DSS)

Facility Clearance Branch.

12.6. Personnel and Facilities Clearance Validation. Upon task order award, the contactor shall submit the names of contractor personnel to the USTRANSCOM Security Services Center (SSC) for vetting through JPAS to ensure investigative and clearance requirements have been satisfied. This shall be completed before the COR/Trusted

Agent (TA) accesses the DOD Trusted Associate Sponsorship System (TASS) and submits a request for issuance of the CAC to the contractor’s personnel. If a contractor’s employee does not have the required investigative or security clearance level based on the Government’s determination, the contractor’s employee will be denied the ability to work in support of this task order and the employee’s information will not be loaded into TASS.

12.7. Common Access Card Issuance Procedures. Upon notification by TCJ3-FP personnel working in the SSC, the

TA will create a CAC application in TASS with an expiration date of no more than three years. Once approved by the TA, the contractor employee may go to the nearest Real-Time Automated Personnel Identification System

(RAPIDS)/Defense Enrollment Eligibility Reporting System (DEERS) office for CAC issuance.

12.8. Access to Scott Air Force Base or USTRANSCOM Facilities. Upon receipt of the CAC, permanently assigned contractor personnel located at USTRANSCOM at Scott AFB (SAFB), IL, may obtain the AF 1199 (Restricted Area

Badge) if the employee meets the requirements set forth in SAFB Instruction 31-101. This stipulates that personnel who request AF 1199’s be assigned physically on SAFB at least four (4) days a week with a desk computer and phone before a AF 1199 will be issued. The Government will provide unrestricted access to facilities, consistent with security clearance and need to know, necessary for the on-site personnel to perform their work IAW the task order. Contractor personnel assigned on-site at USTRANSCOM will wear and display the Restricted Area badge at all times while in Government facilities. Visits to SAFB by contractor personnel who do not possess the CAC will be facilitated by the COR/CO sponsoring the employee through the online base access system.

12.9. Visits by Non-Assigned Contractors to USTRANSCOM/SDDC Buildings. Any visit(s) by contractor personnel not permanently assigned to this task order (i.e., company presidents, company security managers, contractor personnel not permanently assigned at SAFB, etc.) require an electronic visit request be submitted using

JPAS. JPAS visits can be forwarded to the Security Management Office (SMO) code: USTC-SDDC. The visit request shall annotate the task order number in the POC block of the visit request and the name/phone number of either the functional, COR or CO in the phone number block.

12.10. Visits by Permanently Assigned Contractors. Permanently assigned contractor employees on SAFB will require a visit request for the current period of performance posted in JPAS to SMO: SSC-CONT. The visit request will annotate the contract number in the POC block of the visit request and the name/phone number of either the functional, COR or CO in the phone number block. Upon in-processing permanently assigned contractors will require a copy of the DD254 for this task order to show the classified access level for this task order and to assist in assigning permissions on restricted area badges.

12.11. Security and Emergency Operations Training. Contractor personnel physically assigned at

USTRANSCOM/SDDC at SAFB shall attend/complete the following training as prescribed by DOD, USTRANSCOM and Air Force Instructions: Employee Initial Security Briefing, Annual Security Awareness, OPSEC, DOD Antiterrorism Level I, Active Shooter, Emergency Operations and any Security Stand Down Day

Training scheduled by the Commander, USTRANSCOM. Contractor personnel assigned elsewhere shall attend security training established by their respective Government security offices and/or installations. SCI training will be conducted by the SSO USTRANSCOM. Contractor personnel will attend all training, for the SCI requirements.

12.12. Additional Security Conditions. All contractors assigned to USTRANSCOM/SDDC on SAFB will complete the contactor in-processing checklist before the start of work on this or any contract/task order in USTRANSCOM.

Contractor personnel shall complete the out-processing checklist on the last day of the task order or upon termination or reassignment from duties under this task order. Upon completion of this task order, the contractor’s personnel shall surrender all Government supplies, materials and equipment to the COR. All contractor personnel assigned to this task order who possess CAC cards shall return those cards to the SSC when completing out-processing. No CACs or AF 1199 (Restricted Area badges) will be turned into the contractor’s company.

Contractor personnel physically working at USTRANSCOM at SAFB, IL, shall complete a security debriefing statement (SF 312) upon completion of the task order.

12.13. Derogatory Information. If the Government notifies the contractor that the employment or the continued employment of any contractor personnel is prejudicial to the interests or endangers the security of the United States of America, that employee shall be removed and barred from the worksite. This includes security deviations/incidents and credible derogatory information on contractor personnel during the course of the task order’s period of performance as noted in JPAS. Personnel who have incident reports posted in JPAS will be denied the ability to support the task order until the issues have been resolved and the incident has been removed in JPAS.

The contractor shall make any changes necessary in the appointment(s), at no additional cost to the Government.

12.14. Accessing NATO Information. No contractor employee will access NATO information without first being indoctrinated on NATO and having that access recorded in JPAS. Any NATO information accessed will be only on

SIPRNet. Senders of NATO information will ensure the receiving network is accredited and the receiving point is a

Sub-Registry or authorized Control Point. No NATO information will be stored with US classified information.

Access to NATO information will be based on need-to-know, appropriate access level, and training. NATO information will not be disseminated to unauthorized users. NATO information will be printed only on authorized copiers and printers. All printed NATO classified information must be strictly controlled and tracked in a NATO registry. Contact the USTRANSCOM Sub-Registry for additional control measures. In accordance with the

NISPOM, Chapter 10-706, NATO briefed personnel will be rebriefed on an annual basis. USTRANSCOM will indoctrinate all on-site contractor employees and document in JPAS. Contractor personnel assigned to

USTRANSCOM facilities will be NATO briefed and debriefed by USTRANSCOM, with appropriate annotations to

JPAS. Company FSOs may take responsibility for all NATO refresher briefings per NISPOM paragraph 10-706 and record the date of the annual briefings in JPAS.

12.15. Security Debriefing. Contractor personnel physically working at USTRANSCOM at SAFB, IL, shall complete a security debriefing statement (SF 312) upon completion of the contract.

Security Regulation Guidance:

Department of Defense (DOD):

2000.16 (DODI Antiterrorism (AT) Standards)

5200.01 (DODM Information Security Program volumes 1-4)

5200.2-R (DOD Personnel Security Program)

5200.08-R (DOD Physical Security Program)

5220.22-M (National Industrial Security Program Operating Manual-NISPOM)

8500.1 (DTIC Cyber-Security)

2000.12 (DODI Antiterrorism (AT) Program)

4500.9-R, Part 2, Appendix E, Defense Transportation Regulations – Movement)

DISA 300.115.3 Circular: (SIPRNeT Security Classification Guide)

5200.46 (DoD Investigative and Adjudicative Guidance for Issuing the Common Access Card (CAC))

DOD regulations are found at: http://www.dtic.mil/whs/directives/corres/pub1.html

USTRANSCOM:

USTRANSCOM Instruction 31-02 (USTRANSCOM Security Classification Guide)

USTRANSCOM Instruction 31-12 (Operations Security - OPSEC)

Scott Air Force Base:

SAFB Instruction 31-101 (Installation Security Instruction)

USTRANSCOM Force Protection (Industrial Security) Points of Contact:

USTRANSCOM

Attn: TCJ3-FP (Steve Strait or Steve Stegen)

508 Scott Drive

Scott AFB IL 62225

Commercial: 618-220-6531/220-7892 (respectively)

Email at steven.g.stegen.civ@mail.mil or steven.m.strait@mail.mil

USTCJ3-FP Approval: Steven G. Stegen, USTRANSCOM SSC, 618-220-7892

USTCJ3- FP Tracking #: USTRANSCOM-FP-0031-15

13. Government-Furnished Equipment (GFE)/Government-Furnished Information (GFI). None

14. Other Pertinent Information or Special Considerations.

a. Identification of Possible Follow-on Work. None

b. Identification of Potential Conflicts of Interest (COI). No conflicts of interest as defined by FAR Part 9.5, have been identified for the Government. The contractor shall disclose all potential COIs that may arise resulting from this effort. The contractor shall submit a separate Organizational Conflict of Interest (OCI) mitigation plan, which delineates whether or not an OCI exists. If the contractor believes that none is present the OCI plan shall set forth in sufficient detail to support its position. If an OCI exists, a mitigation plan shall also be submitted and the contractor shall explain in detail how the OCI will be mitigated and/or avoided. Throughout the life of the contract, OCIs shall be reported to the Contracting Officer as soon as they are known. The Con- tractor shall ensure that all

OCIs and concerns are resolved promptly.

http://www.dtic.mil/whs/directives/corres/pub1.html mailto:steven.g.stegen.civ@mail.mil mailto:steven.m.strait@mail.mil

c. Identification of Non-Disclosure Requirements. No sensitive or proprietary information is contained in the system.

d. Packaging, Packing and Shipping Instructions. None

e. Inspection and Acceptance Criteria.

• Clarity can be reached and accessed from local desktop using both app server URLs

• Able to stop and start services from the Windows Services

• LDAP Testing if applicable

• Able to stop and start services from the command line.

• Walkthrough to ensure PMO and Solution content pack are loaded

• Able to create a project, idea, resource, and workflow.

• Health Report for both the servers

• Validate project data

• Validate resource data

• Complete functional use case walkthroughs

• Complete technical use case walkthrough’s

f. Property Accountability. N/A

15. Section 508 Accessibility Standards. The following Section 508 Accessibility Standard(s) (Technical Standards and Functional Performance Criteria) are applicable (if box is checked) to this acquisition.

Technical Standards

X 1194.21 - Software Applications and Operating Systems

1194.22 - Web Based Intranet and Internet Information and Applications

1194.23 - Telecommunications Products

1194.24 - Video and Multimedia Products

1194.25 - Self-Contained, Closed Products

1194.26 - Desktop and Portable Computers

1194.41 - Information, Documentation and Support

The Technical Standards above facilitate the assurance that the maximum technical standards are provided to the

Offerors. Functional Performance Criteria is the minimally acceptable standards to ensure Section 508 compliance.

This block is checked to ensure that the minimally acceptable electronic and information technology (E&IT) products are proposed.

Functional Performance Criteria

X 1194.31 - Functional Performance Criteria

QASP

QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

1. Contract or Task Order Title (Add contract/task order number at award): CA Project Portfolio Management

(PPM) Installation, Configuration, and Knowledge Transfer

2. Work Requirements:

Task 1 - CA PPM Project/Implementation Plan and Status Report

Task 2 - CA PPM Software Installation

Task 3 - CA PPM – Solution Implementation General Application Requirements and Design

Task 4 - CA PPM – Implement and Create Group-based Security Model.

Task 5 - CA PPM - Load Projects and Resources into 3 environments.

Task 6 - CA PPM - Project Management configured with up to 10 new attributes.

Task 7 - CA PPM - Resource Management configured with up to 10 new attributes.

Task 8 - CA PPM Financial Management configured with up to 10 transaction classes.

Task 9 -CA PPM Portfolio Management set up. Up to 3 new Portfolios.

3. Primary Method of Surveillance: All tasks will receive 100% inspection due to the nature of the installation and configuration on the USTRANSCOM network.

100 Percent Inspection. This is usually only the most appropriate method for infrequent tasks or tasks with stringent performance requirements, e.g., where safety or health is a concern. With this method, performance is inspected/evaluated at each occurrence. One hundred percent inspection is too expensive to be used in most cases.

4. Scope of Performance: The contractor will install and configure CA Project Portfolio Management (PPM) to match USTRANSCOM’s unique business requirements. Additionally, the contractor will perform 40 hours of knowledge transfer and train-the-trainer sessions so that USTRANSCOM will be prepared to enable end users.

5. Performance Standards:

Task 1 – CA

PPM/Implementation

Plan and Status Report

Standard Project Definition Project property fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Level Measures The project “simple” financial fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Alignment The project alignment fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Priority The project priority field is active and ready to receive the project manager’s input.

100 Percent Inspection

Risk Management

Summary

The project risk management fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Status Report The project status report fields are active and ready to receive the project manager’s input.

100 Percent Inspection

Project Goals The project goal field is active and ready to receive the project manager’s input.

100 Percent Inspection

Task 2 – CA PPM

Software Installation

Basic Install Administrator can log in. 100 Percent Inspection

PMO Accelerator Add-ins are listed as enabled. 100 Percent Inspection

Solution Pack Content Solution Pack items are listed as enabled. 100 Percent Inspection

Task 3 CA PPM –

Solution Implementation

General Application

Requirements and Design

Portfolio Definition Ability to create portfolios and manage and report on their content.

100 Percent Inspection

Filled vs. Unfilled Demand Ability to filter for soft and hard booked resources in the appropriate Portlets and reports.

100 Percent Inspection

Capacity Planning Ability to report on resource capacity and demand. 100 Percent Inspection

Time Phased Budgets Ability to create an unlimited number of approved budgets for a given project.

100 Percent Inspection

Time Phased Forecasts Ability to create an unlimited number of approved

Cost Plans for a given project.

100 Percent Inspection

Time Phased Benefit

Ability to create an unlimited number of Benefit

Plans for a given project and associate them to either Cost plans or Budget plans.

100 Percent Inspection

Task 5 – CA PPM - Load

Projects and Resources into 3 environments

Data Load Projects, resources, and OBS structure units appear in their respective list views.

100 Percent Inspection

Task 6–CA PPM - Project

Management configured with up to 10 new attributes

Define Rate Matrix

A rate matrix is in place with the appropriate number of rows that supports the creation of Cost

Plans.

100 Percent Inspection

Portfolio Definition Creation of unlimited number of portfolios. Ability to manage their content and report on them.

100 Percent Inspection

Value Metrics

Within all portfolios, ability to display the appropriate metrics used in the organization to gauge “value.”

100 Percent Inspection

Investment Prioritization and Selection

Within all portfolios, ability to prioritize and sort by prioritization metrics used in the organization.

100 Percent Inspection

Investment Budgets and

Forecast

Within all portfolios, ability to prioritize and sort by Budget and Forecast metrics used in the organization.

100 Percent Inspection

Task 7 CA PPM -

Resource Management new attributes

Project Time Entry

Timesheets are available for team members to report time. Resource managers have the ability to review and approve or return timesheets for correction.

100 Percent Inspection

Other Work Time Entry Timesheets will reveal Other Work items to record time against.

100 Percent Inspection

Team Staffing The project team page will permit resources to be staffed.

Role Definition

A collection of project management oriented roles can be created and made available for staffing on the project team.

100 Percent Inspection

Resource Calendars Create corporate calendars and be able to associate resources to them.

100 Percent Inspection

Task 8 – CA PPM

Financial Management transaction classes

Simple Budgets The project simple budget field is active and ready to receive the project manager’s input.

100 Percent Inspection

Simple Forecasts The project simple forecast field is active and ready to receive the project manager’s input.

100 Percent Inspection

Simple Benefits The project simple benefits field is active and ready to receive the project manager’s input.

6. Mandatory or regulatory compliance items: None

7. Acceptable Quality Level (AQL): The AQL for this project is 100% due to the critical support provided by

USTRANSCOM’s network.

8. Evaluation Method: The COR will validate the functionality of the product by performing tasks to create a project template and assign resources against that project.

9. Incentives (Positive and/or Negative): Contractor will be evaluated in CPARS based on meeting performance standards.

DD FORM 254

See attached, will be encorporated upon award.

Section E - Inspection and Acceptance

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 N/A N/A N/A Government

0002 N/A N/A N/A Government

Section F - Deliveries or Performance

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC

0001 POP 14-AUG-2015 TO

28-SEP-2015

N/A USTRANSCOM

508 SCOTT DRIVE

SCOTT AFB IL 62225-5357

BRIGITT HARRIS

618-220-4456

F3ST95

0002 POP 14-AUG-2015 TO

28-SEP-2015

N/A (SAME AS PREVIOUS LOCATION)

F3ST95

Section G - Contract Administration Data

PAYMENT SCHEDULE

Payment schedule will be encorporated upon award.

CLAUSES INCORPORATED BY FULL TEXT

52.204-9001 Contract/Order Closeout—Fixed-Price, Time-and-Materials, or Labor-Hours

As prescribed in 4.804 (S-90), insert the following clause:

CONTRACT/ORDER CLOSEOUT—FIXED-PRICE, TIME-AND-MATERIALS, OR

LABOR-HOURS (JAN 2007)

Timely contract closeout is a priority under this contract/order. The Contractor shall submit a final invoice within ninety (90) calendar days after the expiration of this contract/order, unless the Contractor requests and is granted an extension by the Contracting Officer, in writing. In addition, and concurrent with the submission of the final invoice, the Contractor shall notify the Contracting Officer of the amount of excess funds that can be deobligated from this contract/order so the closeout process can begin as soon as possible upon expiration of this contract/order. A bilateral contract/order closeout modification will be forwarded to the Contractor by the Contracting Officer and must be signed by the Contractor and returned to the Contracting Officer within thirty (30) calendar days of issuance of the modification. A Contractor’s failure to respond and/or sign the bilateral closeout modification within thirty

(30) calendar days of receipt will constitute approval of the terms of the modification and the modification will subsequently be processed unilaterally by the Contracting Officer to deobligate excess funds and close this contract/order. If this contract/order contains option periods, the Contractor is required to submit an invoice within ninety (90) calendar days after expiration of the base period of performance and the expiration of each exercised option period of performance to allow for deobligation of excess funds that were obligated in those respective periods of performance.

(End of clause)

Additional Accounting and Appropriation Data

97X4930.5F20 000 C1013 0 068142 2F

CLIN/SubCLIN Purchase Request Number Obligated Amount

Section I - Contract Clauses

ADDENDUM TO FAR 52.212-1 AND 2

Addendum to FAR 52.212-1, Instructions to Offerors – Commercial Items and FAR 52.212-2, Evaluation – Commercial Items

1. This request for quotation (RFQ) is to support the United States Transportation Command’s

(USTRANSCOM) requirement for Project Portfolio Management (PPM) Installation, Configuration, and On-Site Knowledge Transfer from a CA Technologies authorized service provider. This RFQ is open only to Women Owned Small Businesses.

2. Offerors are requested to submit a written technical and price quote in response to the

Performance Work Statement (PWS) and Quality Assurance Surveillance Plan (QASP) included in this request for quotes (RFQ). Further information on submission of your quote is provided throughout this document in addition to FAR Clause 52.212-1, Instruction to Offerors –

Commercial Items and FAR Clause 52.212-2, Evaluation – Commercial Items.

a. IAW with DISA Acquisition Regulation Supplement (DARS) 52.209-9000, the offeror shall specifically identify in its quote, whether or not any potential or actual

Organizational and Consultant Conflicts of Interest (OCCI) as described in Federal

Acquisition Regulation (FAR) Subpart 9.5 exists for this instant procurement. If the offeror believes that no OCCI exists, the OCCI response shall set forth sufficient details to support such a position. If an offeror believes that an actual or perceived OCCI does exist on the instant procurement, the offeror shall submit an OCCI plan with the quote, explaining in detail how the OCCI will be mitigated and/or avoided.

b. Offerors must complete Blocks 6 and 7 of the DD Form 254 included in this RFQ with the appropriate information for their company and any subcontractors (when applicable).

Completed DD Forms 254 must be submitted with quotations.

3. Evaluation Factors and Basis for Award Determination:

a. Award will be made to the contractor whose quotation is determined to represent the overall best value to the Government using a lowest price technically acceptable (LPTA) evaluation process. Quotations will be evaluated with regard to how they respond to the requirements of the PWS and on price submissions. The technical portion of the quotation should include all information the contractor wants the Government to consider and evaluate regarding its company’s ability to perform all required tasks and conform to all required terms and conditions. In order to be eligible for award, the contractor’s quotation must sufficiently address all aspects of the PWS. The Government reserves the right, but is not obligated, to conduct a realism analysis. With regard to the best value analysis for the award decision, the below evaluation factors and subfactors will be used in the determination of technical acceptability. Section 508 Accessibility Standards do apply to this requirement. Section 508 requirements are listed in the included PWS. Compliance with Section 508 standards will be considered prior to evaluating any of the selection criteria listed below. Any quotation failing to meet the Section 508 Accessibility Standards, as listed in the PWS, shall be eliminated from consideration for award.

b. After receipt of quotations, the Government will first evaluate the lowest price quotation.

If the lowest price quotation is determined to be technically acceptable and otherwise properly awardable, no further evaluations will be conducted, and award will be made. If, however, the lowest price quotation is determined to be technically unacceptable and/or otherwise not properly awardable, further evaluations will be conducted.

c. The standards for determining technical acceptability are below, as well as information concerning price quotations. Page limitations are identified below under each evaluation factor and will be treated as maximums. If exceeded, excess pages will not be read or considered in evaluation of the quotation. The following items will not be considered when calculating page limits: cover page, table of contents, glossary, executive summary, generic resumes, past performances, OCCI mitigation plans, and Section 508 compliance. The technical portion of the quotation is to be submitted as a Microsoft (MS) Word 2007 (or newer) or PDF document. The page format shall have a 1 inch margin using no smaller than an 11 point Ariel, Times New

Roman, or Courier New font for all text to include any text contained in a table. The price quotation spreadsheet shall be a separate document from the technical quotation and shall be submitted in MS Excel 2007 (or newer) format. All formulas shall remain present in the spreadsheet for verification. The file size of each document shall not exceed 2MB. Page limitations shall not be circumvented by including inserted text boxes/pop-ups or internet links to additional information; such inclusions are not acceptable and will not be considered part of a quotation. The Government reserves the right not to consider for award any quotation that does not adhere to the administrative requirements of this RFQ.

(1) Technical/Management Approach Factor: The Technical/Management Subfactors will be evaluated and rated either Acceptable or Unacceptable. The offeror must provide a CA

PPM Project/Solution Implementation Plan. Also, the offeror shall conduct solution requirements and design workshops and provide Solution Requirement Document and Solution

Design Documents. In addition, the Offeror shall work with end-users to define and create

Group-Based Security Models, up to 5 groups. In order for a contractor’s proposal/quotation to be rated Technically Acceptable overall, each of the following subfactors must be rated

Acceptable. Technical/ management quotations should not exceed 10 pages.

(a) Subfactor 1: CA PPM Project Implementation Plan and Status Report, PWS

Paragraph 6.1. In order for this subfactor to be rated Acceptable, the Offeror proposes…