Draft_RFP_PreSolicit_HC104716R4008.docx

HC1047-16-R-4008

Section B - Supplies or Services and Prices

Months

Cost Estimation Services

FFP

FOB: Destination

PURCHASE REQUEST NUMBER: DDCMC50020

NET AMT

000101

Funding for CLIN 0001 - RMC

RMC Funding

NET AMT

000102

Funding for CLIN 0001 - DBC

DBC Funding

NET AMT

Months

Budget Support Services

NET AMT

000201

Funding for CLIN 0002 - RMC

RMC Funding

NET AMT

000202

Funding for CLIN 0002 - DBC

DBC Funding

NET AMT

Months

Travel/ODCs

COST

Travel in support of PWS. All travel must be pre-approved by the COR prior to the Contractor incurring the cost. Travel shall be in accordance with FAR Subpart 31.205-46.

ESTIMATED COST

000301

Funding for CLIN 0004 - RMC

RMC Funding

ESTIMATED COST

000302

Funding for CLIN 0004 - DBC

DBC Funding

ESTIMATED COST

Months

ODC's

Other Direct Cost (ODC): (1) No profit shall be paid on purchases made under this CLIN; however, DCAA approved burden rates are authorized; (2) ODCs must be purchased in accordance with the Contractor's approved Purchasing System, as applicable; (3) ODCs may be purchased from General Service Administration (GSA) Schedules or Enterprise Software Initiative (ESI), if available and authorized by the Contracting Officer. ODCs must be incidental to the work being performed under this contract. The Contractor will provide ODCs on a cost reimbursement basis only. All ODCs must be pre-approved by the COR prior to the Contractor incurring the cost. The Contractor shall be authorized to invoice on a monthly basis and in accordance with FAR Part 31.

ESTIMATED COST

000401

Funding for CLIN 0004 - RMC

RMC Funding

NET AMT

000402

Funding for CLIN 0004 - DBC

DBC Funding

ESTIMATED COST

Months

Cost and Budget Services-Surge Capacity

The Government may require surge support during the base or any option period, and surge modifications will be in-scope to provide increased support for the defined task areas of the PWS. Surge support is OPTIONAL and is not a guarantee. If the Government determines that an increased quantity of support is required for the task areas defined in the PWS, the Government reserves the right to exercise the Surge Option unilaterally.

NET AMT

999901

Funding for CLIN 9999 - RMC

RMC Funding

NET AMT

999902

Funding for CLIN 9999 - DBC

DBC Funding

NET AMT

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS)

as of 29 December 2015

1. Contracting Officer Representative (COR).

0. Primary COR.

Name:

Organization:

Department of Defense Activity Address Code (DODAAC):

Address:

Phone Number:

Fax Number:

E-Mail Address:

0. Alternate COR.

Name:

Organization:

DODAAC:

Address:

Phone Number:

Fax Number:

E-Mail Address:

1. Contract Title. DISA Cost/Business Analysis and Financial Support

1. Background. The Cost Analysis and Resource Management Branch in the Resource Management Center (RMC) and the Cost Analysis Branch in the Development and Business Center (DBC) provide guidance/direction for cost analysis, and validate and develop cost estimates within DISA. They ensure the preparation of credible cost estimates of resources required to develop, procure and sustain automated information systems and information technology capabilities that enable information dominance for the warfighter. The RMC and DBC provide cost estimating support to the Agency. The Financial Management Directorate and Resource Management Integration Division of the RMC develop financial strategies, develop and control the formulation budget submissions process, ensure financial controls/oversight, and conduct program and organizational assessments. DISA provides, operates, and assures command and control and information sharing capabilities and a globally accessible enterprise information infrastructure in direct support to joint warfighters, national level leaders, and other mission and coalition partners across the full spectrum of military operations.

1. Objectives. The Cost Analysis and Resource Management Policy Branch in the RMC publishes DISA cost estimating policies and practices; conducts reviews of acquisition briefs/documents and provides recommendations to the RMC/Comptroller; maintains total cost models; provides cost analysis services to ensure the affordability and cost effectiveness of DISA built/acquired systems; manages the Commercial Activities Program (A-76) that establishes federal policy for the performance of commercial activities and sets forth the process for determining functions that should be performed in-house by Government personnel versus Contractor personnel; and provides independent support for DISA program/project costing efforts, to include issuing guidance on life cycle cost estimating, cost/benefit analysis and economic analysis. RMC supports external cost estimating efforts and validates cost estimates provided by DBC. The DBC supports/leads internal DISA cost estimating efforts. The Financial Management Directorate in the RMC represents and defends the Agency's position on financial matters, and provides financial management guidance and oversight for the efficient and effective use of resources. In order to achieve this objective, RMC/DBC requires contractor support for financial management in cost and business analysis, financial analytical services and budget formulation.

1. Scope. The scope of this PWS is to develop, implement, and advise DISA Programs on cost management activities, to include Department of Defense (DoD) statutory Life Cycle Cost Estimates (LCCE), Economic Analysis (EA), Independent Cost Estimates (ICE) and Component Cost Estimates (CCE), Business Case Analyses (BCA), Independent Government Cost Estimates (IGCEs), Analysis of Alternatives (AoA), Acquisition/Cost Integrated Product Team (IPT) Support, DoD Cost Policy and Research efforts; and formulate business cost analysis (BCA) briefs for new IT systems and enhancements to existing systems. Additionally, the scope of this effort will provide accuracy and integrity of cost related documents such as Cost Analysis Requirements Description (CARD), Acquisition Program Baselines, and other Acquisition and cost related documents. Duties include obtaining, allocating, monitoring, realigning, and funding recommendations by aiding the government in the justification and/or execution of budgets for organizations, programs or project for the Agency. Further, the contractor shall perform budget functions involving the formulation, justification and/or execution of budgets for organizations, programs or projects; develop detailed programming and financial planning justification and documentation for inclusion in the Program Objectives Memorandum (POM) and Five Year Defense Program (FYDP) submissions; and analyze trend and developments in DISA’s planning, programming, budget and execution process concerning appropriations, funding priorities and workload management which supports overall program operations. In addition, this support will assist in the process of market research tasks to determine financial viability of industry products to meet mission partner requirements.

RMC has an average of 50 cost estimating tasks that have been worked or in the process of being worked within the past twelve months. These efforts range from LCCEs, EAs, BCAs for over 30 ACAT programs, major initiatives or projects. The cost analysis branches in the RMC and DBC have also completed 15 IGCEs within the past twelve months for various Acquisition of Services (ranging from $25M to $10B+) and two AoAs within the same timeframe. There are approximately twenty (20) projects that are active or under consideration; these projects are related to cost policy review (Cost Analysis Manual, BCA Guide, Better Buying Power, Value Engineering, Cost Estimating Relationships, and Cost Element Structure). Most of these tasks take several weeks or months to complete.

The Government may require surge support during the base or any option period, and surge modifications will be within scope of the contract and provided increased support for the defined task areas of this PWS. Surge support over the life of the contract will not exceed 15% of the contractor’s total proposed cost/price for the base and all option periods, excluding any six–month extension of services pursuant to FAR 52.217-8.

1. Specific Tasks.

Resource Management Center (RMC) and Development Business Center (DBC) Tasks

0. Cost Estimation and Business Analysis

0. LCCE. The contractor shall provide LCCEs using risk tools, MS Office applications, Excel, and the Automated Cost Estimating Integrated Tools (ACEIT); additionally, the contractor personnel shall provide cost estimating methods such as Parametric, Engineering, Analogies, and Actual costs. The contractor shall provide Forecasting Techniques, Operating and Support Analysis, Outlier Analysis, Learning Curve, and Risk Analysis. All models shall be available to DISA with editing capabilities. The contractor shall provide documentation to fully support the estimating methodologies and sources used.

0. EA Development. The contractor shall develop Economic Analysis cost models. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. Models shall be available to DISA with editing capabilities. The contractor shall develop the Economic Analysis documentation and shall document the DoD Component Cost Analysis approach and schedule as well. An Economic Analysis consists of a Lifecycle cost and benefits analysis and is a systematic approach to selecting the most efficient and cost effective strategy for satisfying an agency's need.

0. ICE and CCE. The contractor shall develop ICEs and CCEs to document the program’s acquisition and sustainment baseline. This effort will likely involve multiple sessions with the Contractor/agency performing the ICE and CCE, ensuring that all required programmatic description elements are thoroughly documented, and other reconciliation discussions are analytically supported. Additionally, the Contractor shall provide support and inputs for presentations of findings and results to the perspective decision-making authorities. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. The contractor shall provide documentation on methodologies and sources used. Models shall be available to DISA with editing capabilities.

6.1.4 BCA. The contractor shall develop Business Case Analyses specific to program or project costs. The methods and techniques for acquiring and analyzing data, developing and documenting an estimate, will be similar to those criteria referenced in 6.1.1 LCCE. Models shall be available to DISA with editing capabilities.

6.1.5 Acquisition/Cost IPT Support. The contractor shall support DISA at all levels of analysis to the DISA Program Offices and the Component Acquisition Executive, for program reviews and major milestone decisions. This support includes active participation in IPT and Acquisition/Cost IPT, preparing status briefings specific to program cost estimates, milestone decisions and review boards, identifying cost issues, and supporting action item research and solution recommendations. The contractor will support DISA and Program Offices during the development of the ICE and/or CCE, including coordinating and attending meetings, briefings, and answering questions concerning all financial management activities, and cost products, as assigned by DISA. Models shall be available to DISA with editing capabilities.

6.1.6 IGCE. The contractor shall support DISA at all levels of IGCEs analysis. The IGCE is the Government’s estimate of the resources and projected cost of the resources a contractor will incur in the performance of a contract. The contractor shall estimate using costs to include direct costs such as labor, products, equipment, travel, and transportation; indirect costs such as labor overhead, material overhead, and general and administrative (G&A) expenses; and profit or fee. Models shall be available to DISA with editing capabilities. The contractor shall develop the IGCE documentation and should include only those elements applicable to and developed from the statement of objectives/ statement of work/ performance work statement (SOO/SOW/PWS) or description of the supplies, services, or construction to be acquired. An IGCE is required for every procurement action in excess of the simplified acquisition threshold at FAR 2.101.

6.1.7 AoA. The contractor shall develop the AoA materiel solutions documentation to satisfy the capability need documented in the approved Initial Capabilities Document (ICD). The AoA also assesses critical technologies associated with each proposed materiel solution, including technology maturity, integration risk, manufacturing feasibility, and where necessary, technology maturation and demonstration needs. The AoA is normally conducted during the Materiel Solution Analysis (MSA) phase of the Defense Acquisition System, is a key input to the Capability Development Document (CDD), and supports the materiel solution decision at Milestone A. The AoA may be updated for the Development Request for Proposal (RFP) Release Decision Point and Milestone C review if there are changes to the design that impact AoA assumptions. Models shall be available to DISA with editing capabilities.

6.1.8 Management & Administration. The contractor shall be responsible for establishing a well-defined management framework, ensuring that the objectives of this support agreement are executed within the PWS requirements.

6.1.9 Quality Control. The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures the work complies with the requirements of the contract. After acceptance of the quality control plan the Contractor shall receive the contracting officer’s acceptance in writing of any proposed changes to his quality control system.

6.1.9.1 Training/Guidance. The contractor shall provide support with periodic training, when DoD/DISA deploys new cost estimating tools or promulgate new guidance/practices and/or policies for cost estimation techniques. Training services will only be provided on an as needed basis when new guidance and tools are mandated by DoD/DISA.

6.1.10 Program Cost Analysis Documentation. The contractor shall develop, update, maintain, and deliver Cost documentation required for Milestone A, B, C and all decision reviews and updates thereafter as reported by DoD 5000. This documentation shall include Service inputs in addition to PMO inputs to result in comprehensive Milestone documentation.

6.1.10.1 CARD. The contractor shall develop per the DoD 5000 series, a CARD for all ACAT I and ACAT IA programs. DoD Instruction 5000.2 requires ACAT I and IA programs to update the CARD at Milestone B, Milestone C, and the Full Rate Production Decision Review.

6.1.10.2 Benefits Analysis & Determination. The contractor shall develop the Benefits Analysis (sometimes called Consolidation and Bundling Benefit Analysis) to make cases for acquisition strategies that consolidate and/or bundle requirements. It identifies, quantifies, and compares the benefits arising from the strategy’s implementation to benefits that would result from alternative strategies relative to cost savings, quality improvements, reductions in acquisition cycle times, better terms and conditions, etc., and is part of the Acquisition Strategy. It includes market research to determine whether consolidation and/or bundling of the requirements is necessary and justified.

0. Financial Analytical Services and Budget Formulation

1. Budget Formulation. The contractor shall perform budget functions involving the formulation, justification and/or execution of budgets for organizations, programs or projects. The contractor shall support the preparation of command, agency, or Presidential budgets and assist in preparation of required supporting justification. The contractor shall attend budget briefings and conferences and assist in answering questions to justify and defend budget estimates, program and resource requirements, and appropriation requests; and assist in the development of detailed programming and financial planning justification and documentation for inclusion in the Program Objectives Memorandum (POM) and Five Year Defense Program (FYDP) submissions.

1. Analyze Trends and Developments in the PPBE Process. The contractor shall analyze trend and developments in DISA’s planning, programming, budget and execution process concerning appropriations, funding priorities and workload management which supports overall program operations in order to provide budgetary information.

1. Analyze/Verify Budget Data. The contractor shall organize budget data according to appropriation account, object class, and line item code. The contractor shall review estimates to assure that amounts requested are within established guidelines. The contractor shall research, compile, verify, and summarize data involving operating expenses, as they relate to object class and line item information. The contractor shall determine the variation percentage difference between amounts requested by comparison against prior year expenditures.

1. Develop/Brief Budget Reports. The contractor shall enter budgetary information in a variety of automated financial systems, develop reports and schedules using Microsoft applications, DoD and DISA automated systems. The contractor shall consolidate budget estimates and prepares all templates/exhibits and all required documents for review by the Government Lead. The contractor shall be required to aggregate information from sensitive and classified sources to accomplish this requirement. All classified work for the development of budgetary briefs or reports will be performed at DISA HQ.

1. Management & Administration. The contractor shall be responsible for establishing a well-defined management framework, ensuring that the objectives of this support agreement are executed within the PWS requirements.

4. Quality Control. The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures the work complies with the requirements of the contract. After acceptance of the quality control plan the Contractor shall receive the contracting officer’s acceptance in writing of any proposed changes to his quality control system.

1. Performance Standards.

7.1 Quality Assurance. The Government will evaluate the performance of the Contractor in accordance with the Quality Assurance Surveillance Plan (QASP). The QASP primarily ensures the Government, that the Contractor has performed its tasks 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).

Task 6.1 – Cost and Business Analysis (RMC / DBC)

Materials, final products and analysis are reviewed and analysis documented within delivery schedule specified

Acceptable performance has been met when error-free initial product approved and accepted as meeting program requirements at least 95% of the time. Materials contain required information and are delivered on time at least 95% of the time. Problems that occur are minor and are resolved in a satisfactory manner.

Routine COR review and feedback of deliverable products and services.

Task 6.2 – Financial Analytical Services and Budget Formulation

Provide budget support documentation and accurate budget formulation

1. Incentives / Financial Remedies. Positive and negative performance ratings will be recorded in the Contractor Performance Assessment Reporting System (CPARS).

1. Place of Performance. Government Facility: DISA 6910 Cooper Ave., Fort Meade, MD 20755

Travel in and around the primary place of performance may be required throughout the period of performance. Additional travel within CONUS or OCONUS may be required to support the requirements of this PWS. Authorized travel will be reimbursed in accordance with the Joint Travel Regulations for each organization as per funding availability. Contractor shall provide a travel report for temporary duty assignments or local travel.

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 maximum 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.

The contractor is responsible for conducting business between the hours of 0600-1730 Monday through Friday except Federal holidays or when Government facilities are closed due to local or national emergencies, administrative closings, or similar Government directed facilities closings. While considering hiring and/or employing personnel, the Contractor shall remain cognizant that stability, continuity, and quality of the workforce are essential. The contractor shall abide by the core business hours of 0900 to 1500.

1. Period of Performance. The period of performance is one 12-month base period, with four 12-month option periods. As directed by the Contracting Officer (KO), 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.

1. Delivery Schedule.

PWS

Task#

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

1. Security. The work to be performed under this contract is up to Secret level.

This section shall be considered a supplement to block 13 of the Government provided DD 254, Contract Classification Specification. The following security requirements shall apply to this effort.

References:

1. DOD 5002.2-R, Personnel Security Program.

1. DISAI 240-110-36, Personnel Security.

1. DOD 5220.22-M, National Industrial Security Program Operating Manual.

1. DOD 5220.22-R, Industrial Security Regulation

1. DISA Computing Services Directorate (CSD) Security Handbook.

1. DODM 5200.01, Information Security Program, 24 February 2012

12.1 Facility Security Clearance. The work to be performed under this contract is up to Secret. Therefore the company must have a final Secret Facility Clearance (FCL) from the Defense Security Service (DSS) Facility Clearance Branch (FCB) at time of award.

12.2 Security Clearance and Information Technology (IT) Level. All personnel performing on this contract must be U.S. Citizens. Immediately upon hire the incumbents will require secret access eligibility adjudicated by any Department of Defense Consolidated Adjudication Facility CAF to perform their duties. There is one IT levels (IT-II) of personnel security requirements under this contract covering two (2) types of positions.

12.3 The following positions, or their equivalents, require a minimum interim Secret security clearance and interim IT-II eligibility when performance starts:

- Budget Analyst

- Cost Analyst

12.4 Investigation Requirements. All personnel requiring Secret under this contract must undergo a favorably adjudicated National Agency Check, Local Agency Check and Credit Check (NACLC) as a minimum investigation. The NACLC will be maintained current within 10-years and requests for Secret Periodic Reviews (SPRs) will be initiated prior to the 10-year anniversary date of the previous NACLC or SPR.

Contract employees that are not immediately eligible for immediate IT-II systems access will be permitted to begin work with interim IT-II systems access at the discretion of the Government, pending eligibility for IT-II. Before being permitted to begin work under this arrangement the individual contractor employee must be submitted by the company for an NACLC (investigation) that is reflected in the DoD JPAS database and granted interim IT-II systems access approval by DISA Personnel Security. The employee will not be granted any access until interim or final IT-II systems access is granted by DISA Personnel Security. The Contractor must submit the request for SSBI as soon as a job offer is tendered to an employee. Advance NAC results will be requested by the Contractor to facilitate expeditious consideration for interim IT-II systems access by DISA Security. Advance NAC results or a previous DoD investigation are required for interim IT-II consideration. If the employee is not able to obtain an interim IT-II clearance they will not be eligible to provide service on this contract.

12.5 Adjudication for IT access. Adjudication of investigations for granting of interim or final IT-II access will be accomplished through DISA Security. An exception to this is that individual contractor employees with a previous NACLC,SSBI or SBPR (within scope) that is favorably adjudicated for a Top Secret OR Secret security clearance by any of the Department of Defense adjudication facilities (DoD CAF and DICAF) will be automatically accepted for final IT-II access.

12.6 Interim IT access. Pending completion of a NACLC (for IT-II) and final adjudication for security clearance, contractor employees may be granted interim authorization to perform duties designated as IT-II. The interim authority for IT sensitive positions is the DISA Personnel Security Office.

12.6.1 Following are the requirements, which must be met prior to granting of interim IT-II authorization:

The request for NACLC (e-QIP or Word Fillable SF 86 and fingerprint cards) must be submitted by the contractor Facility Security Officer (FSO) through the Defense Security Service (DSS) to the Office of Personnel Management (OPM) and the Department of Defense (DoD) Personnel Security Data Base (JPAS) must reflect that the investigation is open. A copy of the E-QIP or SF 86 forms must be submitted to the DISA Field Security Office, Security Manager (SM). The SM will forward the forms along with a written request for interim IT-II authorization to DISA Personnel Security for approval.

The National Agency Check (NAC) portion of the SSBI or a previous valid NCLC/DNACI/NAC or ENTNAC must be completed and favorably adjudicated before interim IT-II access will be granted. An interim security clearance (either Top Secret or Secret, as appropriate for the position) should be requested by the company FSO for those contractor employees without a previous investigation.

12.7 Visit Authorization. Visit requests shall be processed and verified through the Joint Personnel Adjudication System (JPAS) to SMO DKABAA10 and SMO DKADAL. JPAS visits for contracts are identified as “Other” or “TAD/TDY” and will include the Contract Number and ADP/IT-Access Level of the contract in the Additional Information. Contractors that do not have access to JPAS may submit visit authorizations by e-mail in a password protected pdf to the Contracting Officer Representative (COR) or government point of contact (POC). The visit must contain the following information on company letterhead:

a. Company’s name, address, telephone number, assigned CAGE Code, facility security clearance.

b. Cage Code

c. Contract Number

d. Name, SSN, date and place of birth, and citizenship of the employee intending to visit;

e. Certification of the proposed visitor's personnel clearance and any special access authorizations required for the visit (example, investigation closed date, agency conducting investigation, adjudication date, adjudicating agency, and IT access level)

f. Name of COR/POC

g. Dates or period the VAL is to be valid.

Security Contacts. DISA Security Personnel can be contacted for security related questions as follows:

For Industrial Security related issues:

Dontia Costin, phone: (301) 225-1206 Defense Information Systems Agency ATTN: MPS61, Industrial Security Command Building 6910 Cooper Ave.

Fort Meade, MD 20755-7088 For Personnel Security related issues to include interim IT access requests:

Primary: Annie Otis, phone: (301) 225-1612 Alternate: Richard Young, phone: (301) 225-1237 Defense Information Systems Agency ATTN: MPS62, Personnel Security Command Building 6910 Cooper Ave.

Fort Meade, MD 20755-7088

12.8 Information Security and other miscellaneous requirements.

12.8.1 Contractor personnel must comply with local security requirements for entry and exit control for personnel and property at the government facility.

12.8.2 Contractor employees shall comply with all Government security regulations and requirements. Initial and periodic security training and briefings will be provided by Government security personnel. Failure to comply with security requirements may be a cause for removal of the employee.

12.8.3 The Contractor shall not divulge any information about DoD files, data processing activities or functions, user identifications, passwords, or any other knowledge that may be gained, to anyone who is not authorized to have access to such information. The Contractor shall observe and comply with the security provisions in effect at the DoD facility. Identification shall be worn and displayed as required.

12.8.4 DISA retains the right to request removal of contractor personnel regardless of prior clearance or adjudication status, whose actions, while assigned to this contract, clearly conflict with the interest of the Government.

12.8.5 Contractor personnel will generate or handle documents that contain FOUO information at Government facilities. Contractor shall have access to, generate, and handle classified material only at Government facilities. All contractor deliverables shall be marked at a minimum FOUO, unless otherwise directed by the Government. The contractor shall comply with the provisions of the DOD Industrial Security Manual for handling classified material and producing deliverables. The contractor shall comply with DISA Instruction 630-230-19.

1. Government-Furnished Equipment (GFE)/Government-Furnished Information (GFI). The Government will provide standard office furnishings/equipment for Contractor personnel assigned to government facilities; e.g., desk, telephones, PCs, access to DISANet. All assigned personnel will be eligible to use the furnishings/equipment. GFI will include historical programmatic documents, budget information / cost estimates and other documentation as required. Also after award contractor will be given access to DKO/Shared drives/DISANet, etc. The Government will provide additional GFI upon request from the contractor, if requested GFI is available.

1. Other Pertinent Information or Special Considerations.

13. Identification of Possible Follow-on Work. N/A

13. Identification of Potential Conflicts of Interest (COI). Any actual or potential organizational conflict of interest (OCI) as defined by Subpart 9.5 shall be governed by DARS 52.209-9000 Organizational and Consultant Conflict of Interest (OCCI).

13. Identification of Non-Disclosure Requirements. The contractor shall execute non-disclosure agreements (NDAs) due to the acquisition sensitive program planning and funding data that may be maintained by the contractor. Non-Disclosure Statements are required to be filled out for use of all financial systems and loaded and approved in CMIS by the primary or alternate COR.

13. Packaging, Packing and Shipping Instructions. N/A

13. Inspection and Acceptance Criteria. N/A

13. Property Accountability. N/A

13. Key Personnel Changes. Key Personnel changes shall be IAW DARS 52.237-9000.

The contractor personnel must possess Cost Analyst experience as defined by the Defense Acquisition University (DAU) – Business, Cost Estimating Level II criteria or equivalent and Software Cost Estimating, to develop, implement, DISA Programs on DoD Acquisition policy and procedures for conducting Life Cycle Cost Estimates; Independent Cost Estimate (ICE), Component Cost Estimate (CCE). The contractor develops ICEs and CCEs in accordance with DoD 5000 Series requirements, and in conjunction with technical and programmatic supporting documentation.

Key Personnel with Budget Analyst experience must possess the DoD Financial Management Certification Program, Level II criteria or equivalent. In addition Key Personnels with Cost Analyst experience must possess as defined by the Defense Acquisition University (DAU) – Business, Cost Estimating Level II criteria or equivalent.

13. Technical Data Rights. The Government will have full rights over all products supporting RMC and DBC including products developed by the contractor and technical data. The following DFARS clauses will govern rights in data, computer software and computer documentation generated under any resultant order: DFARS 252.227-7013. Rights in Technical Data - Noncommercial Items (NOV 1995), DFARS 252.227-7014 Rights in Noncommercial Computer Software and Noncommercial Computer Software Documentation (JUN 1995) and DFARS 252.227-7020 Rights in Special Works (JUN 1995).

13. Policy and guidance for tasks in Section 6 are defined by:

Department of Defense (DoD)

Operating and Support (O&S) Cost-Estimating Guide (March 2014)

DoDI 7041.04 - Estimating & Comparing Full Costs of Civ and AD Mil Manpower and Contract Support

DoDD 5105.84 Director of Cost Assessment & Program Evaluation (11 May 12)

Weapon Systems Acquisition Reform Act of 2009 (DTM 09-027) (WSARA)

Cost & Software Data Reporting (CSDR) Manual 18 APR 07

Department of Defense Directive 5000.01 The Defense Acquisition System 20 NOV 07

DOD Instruction 5000.02 Operation of the Defense Acquisition System

Defense Procurement and Acquisition Policy

Government Accountability Office (GAO)

DOD Business Transformation: Improved Management Oversight of Business System Modernization Efforts

GAO Cost Estimating and Assessment Guide: Best Practices for Developing and Managing Capital Program

U. S. Government Accountability Office (GAO)

Office of Management and Budget (OMB)

OMB Blog

OMB Circular A-11 Preparing, Submitting, and Executing the Budget

Defense Information System Agency (DISA)

Resource Management Center (RMC) Issuance, Policy and Guidance

Defense Acquisition University (DAU)

Defense Acquisition Guidebook

Budget Policy

More references can be found at the Defense Acquisition University or link https://acc.dau.mil/CommunityBrowser.aspx?id=351549&lang=en-US

1. 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 Software Applications and Operating Systems Web Based Intranet and Internet Information and Applications Telecommunications ProductsVideo and Multimedia Products Self-Contained, Closed Products 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

1194.31 - Functional Performance Criteria

Section E - Inspection and Acceptance

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

Section F - Deliveries or Performance

DELIVERY INFORMATION

Section G - Contract Administration Data

Section I - Contract Clauses

CLAUSES INCORPORATED BY REFERENCE

CLAUSES INCORPORATED BY FULL TEXT

52.209-9000 ORGANIZATIONAL AND CONSULTANT CONFLICTS OF INTEREST (OCCI) (DEC 2005)

(a) An offeror shall identify in its proposal, quote, bid or any resulting contract, any potential or actual Organizational and Consultant Conflicts of Interest (OCCI) as described in FAR Subpart 9.5. This includes actual or potential conflicts of interests of proposed subcontractors. If an offeror identifies in its proposal, quote, bid or any resulting contract, a potential or actual conflict of interests the offeror shall submit an Organizational and Consultant Conflicts of Interest Mitigation Plan to the contracting officer. The Organizational and Consultant Conflicts of Interest Mitigation Plan shall describe how the offeror addresses potential or actual conflicts of interest and identify how they will avoid, neutralize, or mitigate present or future conflicts of interest.

(b) Offerors must consider whether their involvement and participation raises any OCCI issues, especially in the following areas when:

(1) Providing systems engineering and technical direction.

(2) Preparing specifications or work statements and/or objectives.

(3) Providing evaluation services.

(4) Obtaining access to proprietary information.

(c) If a prime contractor or subcontractor breaches any of the OCCI restrictions, or does not disclose or misrepresents any relevant facts concerning its conflict of interest, the government may take appropriate action, including terminating the contract, in additional to any remedies that may be otherwise permitted by the contract or operation of law.

(End of clause)

52.237-9000 KEY PERSONNEL (AUG 2011)

The personnel listed below are considered essential to the work being performed hereunder. Prior to substituting, removing, replacing, or diverting any of the specified individuals, the Contractor shall notify the Contracting Officer 15 working days in advance and shall submit a written request and justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this Contract. The proposed substitution of personnel must meet or exceed the education, experience, and other technical requirements of the personnel being replaced. No change in personnel shall be made by the Contractor without the prior written consent of the Contracting Officer. However, in urgent situations, as determined or agreed to by the Contracting Officer, an oral request to substitute key personnel may be approved and subsequently ratified by the Contracting Officer in writing. Such ratification shall constitute the consent of the Contracting Officer required by this paragraph. The Contracting Officer will notify the Contractor within 10 working days after receipt of all required information of the decision on the substitution(s). In the event the proposed substitution of key personnel does not meet or exceed the education, experience, and other technical requirements of the personnel being replaced, the Government reserves the right to require continued performance of previously approved key personnel or to require substitution of acceptable replacements for the individuals specified below. The key personnel listed below may, with the consent of the contracting parties, be amended from time to time during the course of the Contract to either add or delete personnel as appropriate.

[To be determined by the Government on review of technical/Management Proposals]

b. Contractor Acquired Property: In the event the Contractor is required to purchase property in the performance of this contract, compliance with the procedures of FAR Part 45 is required.

c. Disposition of Government Property: Thirty (30) days prior to the end of the period of performance, or upon termination of the contract, the Contractor shall furnish to the Contracting Officer a complete inventory of all Government Property in his possession under this contract that has not been tested to destruction, completely expended in performance, or incorporated and made a part of a deliverable end item. The Contracting Officer will furnish disposition instructions on all listed property which was furnished or purchased under this contract.

d. Risk of Loss: The Contractor assumes full responsibility for and shall indemnify the Government for any and all loss or damage of whatsoever kind and nature to any and all Government property, including any equipment, supplies, accessories, or parts furnished, while in his custody and care for storage, repairs, or services to be performed under the terms of this contract, resulting in whole or in part from the negligent acts or omissions of the Contractor, subcontractor, or any employee, agent, or representative of the Contractor or subcontractor.

252.204-7012 SAFEGUARDING COVERED DEFENSE INFORMATION AND CYBER INCIDENT

REPORTING (DEVIATION 2016-O0001)(OCT 2015)

(a) Definitions. As used in this clause—

“Adequate security” means protective measures that are commensurate with the consequences and probability of loss, misuse, or unauthorized access to, or modification of information.

“Compromise” means disclosure of information to unauthorized persons, or a violation of the security policy of a system, in which unauthorized intentional or unintentional disclosure, modification, destruction, or loss of an object, or the copying of information to unauthorized media may have occurred.

“Contractor attributional/proprietary information” means information that identifies the contractor(s), whether directly or indirectly, by the grouping of information that can be traced back to the contractor(s) (e.g., program description, facility locations), personally identifiable information, as well as trade secrets, commercial or financial information, or other commercially sensitive information that is not customarily shared outside of the company.

“Contractor information system” means an information system belonging to, or operated by or for, the Contractor.

“Controlled technical information” means technical information with military or space application that is subject to controls on the access, use, reproduction, modification, performance, display, release, disclosure, or dissemination. Controlled technical information would meet the criteria, if disseminated, for distribution statements B through F using the criteria set forth in DoD Instruction 5230.24, Distribution Statements on Technical Documents. The term does not include information that is lawfully publicly available without restrictions.

“Covered contractor information system” means an information system that is owned, or operated by or for, a contractor and that processes, stores, or transmits covered defense information.

“Covered defense information” means unclassified information that—

(i) Is—

(A) Provided to the contractor by or on behalf of DoD in connection with the performance of the contract; or

(B) Collected, developed, received, transmitted, used, or stored by or on behalf of the contractor in support of the performance of the contract; and

(ii) Falls in any of the following categories:

(A) Controlled technical information.

(B) Critical information (operations security). Specific facts identified through the Operations Security process about friendly intentions, capabilities, and activities vitally needed by adversaries for them to plan and act effectively so as to guarantee failure or unacceptable consequences for friendly mission accomplishment (part of Operations Security process).

(C) Export control. Unclassified information concerning certain items, commodities, technology, software, or other information whose export could reasonably be expected to adversely affect the United States national security and nonproliferation objectives. To include dual use items; items identified in export administration regulations, international traffic in arms regulations and munitions list; license applications; and sensitive nuclear technology information.

(D) Any other information, marked or otherwise identified in the contract, that requires safeguarding or dissemination controls pursuant to and consistent with law, regulations, and Governmentwide policies (e.g., privacy, proprietary business information).

“Cyber incident” means…