CTA ASRFPamend(1).pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

The purpose of this amendment is to incorporate the follow ing revisions to the solicitation:

SECTION A: The proposal due date has been extended as follow s:

FROM: 01:00 PM, March 17, 2010. TO: 12:00 PM, March 26 (See FBO announcement HDTRA1-10-R-0003 posted on March 9, 2010).

SECTION H: Revise Paragraph H 8 CTR/A&AS Conflict of Interest.

SECTION L: Revise Paragraphs L.4.1 Volume Organization; L.5.4.2 Initial Task Order; L.1.2 Organization/Distribution/Number of Copies/Page Limits, Table 1-2 Proposal Organization; and L.4.3 Present and Past Performance References SECTION M: Paragraph M.2.4.1 Sub-Factor A, Management Approach; M.2.4.2 Sub-Factor B-Technical Approach and M.2.4.3 Sub-Factor C-Transition Plan.

SECTION J: Incorporate revised Attachment 1, DD Form 254.

SEE SF 30 BLOCK 14 CONTINUATION PAGE

1. CONTRACT ID CODE PAGE OF PAGES

J

FAR (48 CFR) 53.243

1 32

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

16C. DATE SIGNED

BY 12-Mar-2010

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

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HDTRA1-10-R-0003

X 9B. DATED (SEE ITEM 11)

17-Feb-2010

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

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

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

12-Mar-2010

CODE

DEFENSE THREAT REDUCTION AGENCY/BE-BC

8725 JOHN J. KINGMAN ROAD, MSC 6201

FORT BELVOIR VA 22060-6201

HDTRA1 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

HDTRA1-10-R-0003

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 17-Mar-2010 01:00 PM to 26-Mar-2010 12:00 PM.

SECTION H - SPECIAL CONTRACT REQUIREMENTS

The following have been modified:

SECTION H CUSTOM CLAUSES

H.1 ORDERING PROCEDURES

The Government shall issue the Contractor a Statement of Work (SOW) developed by the Government describing specific work and data items required, anticipated performance period, critical milestones or a Statement of Objectives (SOO) that describes the overall task order performance requirement.

The Contractor shall provide the Contracting Officer an original and copies (as specified) of a complete, detailed proposal. The proposal shall address:

The comprehensive technical and management approach to accomplish the effort (to include a

SOW if a SOO is issued with the Request for Proposal);

Detailed cost or pricing in accordance with the Labor Rate Matrix in attachment 7, instructions set forth in the Task Order RFP and FAR 15.403-5, table 15-2;

Proposed schedule for completing the task order effort; and

Any other requested and/or pertinent information.

Upon proposal receipt, the Contracting Officer and Representatives will evaluate the submission, conduct discussions/negotiations if necessary and award the task order.

H.2 TEAMING ARRANGEMENTS

(a) If this contract was awarded from an offer submitted on the basis of a teaming arrangement (signed teaming arrangements and/or Letter of Commitment), the Government's consideration of the contractor for placement of task orders will reflect the teaming arrangement. In the event that the teaming arrangement is dissolved or significantly changed, the Government reserves the right to reconsider the suitability of the changed arrangements for purposes of issuing task orders.

(b) Should it become advantageous to deviate from the initial teaming arrangement, the contractor should request approval from the Contracting Officer before making such arrangements.

(c) This does not authorize contractor team arrangements in violation of antitrust statutes or limit the Government's right to require consent to subcontract. The prime contractor is held fully responsible for contract performance, regardless of any teaming arrangement between the prime contractor and its subcontractors.

(d) Notwithstanding the above teaming arrangements and issues relating to consent, all teaming arrangement (subcontract) pricing must be supported in accordance with FAR 15.404-3. Subcontract cost and pricing data, as appropriate, should be presented in task order proposals.

(e) The following subcontractors were evaluated during source selection and are considered to be team members. It is not necessary to compete these subcontractors at the task order level. Subcontract costs must still be determined to be fair and reasonable against each individual task order issued.

Specific Contractors To Be Determined And Listed At Contract Award

H.3 MINIMUM AND MAXIMUM ORDERING

This is an Indefinite Quantity contract as contemplated by FAR 16.504. The total scope of the technical tasks for which orders may be issued is set forth in the attached Statement of Objectives. The minimum ordering value the Government may order under this contract is $1,000,000.00 (The minimum value will be funded at CLIN 0007 until the minimum guarantee is satisfied). The maximum dollar amount the Government may order under this contract (sum of all awarded task orders) is $300,000,000.00. The total dollar value of all orders will not exceed the total contract value. Task orders will be placed in accordance with the terms of this solicitation.

H.4 SECURITY

Security requirements are specific to the tasks to be issued under this contract, and will reflect the minimum necessary to protect the Government's interests. We anticipate that all levels of security from the minimum through Top Secret/SCI will be required. The contractor must have classified computers available. A DD 254 will be attached to the IDIQ contract.

H.5 AUTHORITY TO ISSUE ORDERS

Orders pursuant to this contract may only be awarded by DTRA.

H.6 TASK ORDER FEE

In Cost Plus Award Fee task orders, the Contractor may propose a fee structure. With the exceptions allowed only by the Contracting Officer, the following fee structure shall be the maximum fee structure allowed under any award fee type task order issued under this contract: Base Fee To be Proposed; Award Fee: To be Proposed. Task Order requests for proposal may include more defined fee structure information. In Cost Plus Fixed Fee task orders the Contractor may propose a fee in accordance with FAR 15.404-4(c)(4)(i). In Cost Plus Incentive Fee task orders the Contractor may propose a fee in accordance with FAR 16.405-1.

H.7 CONTRACTOR PERSONNEL (Medical, Safety, and Occupational Health)

a. Emergency medical evacuation of contractor personnel shall be the responsibility of the Contractor in terms of coordination, logistics, and costs. During contingency operations in austere/non permissive environments, contingency contractor personnel may encounter situations where they are unable to access emergency medical support. Generally the Department of Defense may provide resuscitative care, stabilization and short term medical treatment with an emphasis on return to duty or placement in the patient movement system. All costs associated with the treatment and transportation of contractor personnel to the selected civilian facility are reimbursable to the Government and shall be the responsibility of the Contractor or the health insurance provider.

b. The Contractor is responsible for the safety and occupational health of contractor personnel. The Contractor shall provide medically and physically qualified personnel to perform duties in support of this effort. Contractor is responsible for ensuring personnel are provided adequate health service support such as medical surveillance, medicines, consultations and/or immunizations as necessary to complete the requirements of this contract.

H.8 CTR/A&AS CONFLICT OF INTEREST

The contractor and its subcontractors are precluded from participating, directly or indirectly, as a contractor or subcontractor on any other non-A&AS contracts where the Cooperative Threat Reduction Directorate of the Defense

Threat Reduction Agency is the requiring activity during the period of the A&AS contract or, in case of subcontractors, during the period they are subcontracted to this A&AS effort.

H.9 RIGHTS IN SOW SUBMISSION

Upon award of the contract, the Contractor agrees to provide the Government unlimited rights as defined by DFARS 252.227-7013 in the proposed SOW. In addition, the SOW shall be incorporated unredacted into the body of the awarded task order. This section also applies to all modifications that may be made to the Initial Task Order SOW, as well as to SOWs for future Task Orders issued under this IDIQ, and all modifications made to SOWs for future Task Orders.

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

INSTRUCTIONS TO OFFERORS

L.1.0 GENERAL INSTRUCTIONS

L.1.1 GENERAL INFORMATION

L.1.1.1 Point of Contact The Contracting Officer (CO) is the sole point of contact for this acquisition. The CO for this acquisition is:

Mr. Michael Donaldson Defense Threat Reduction Agency (BE-BCO) 8725 John J. Kingman Road MS 6201 Fort Belvoir, VA 22060-6201 Voice phone: (703) 767-2993 FAX phone: (703) 767-4691 Email: ctraas@dtra.mil

• Address all questions or concerns via email to ctraas@dtra.mil. Written requests for clarification will be sent through this means. Responses will be posted on the web site and will be made available via FedBizOpps (http://www.fbo.gov).

L.1.1.2 Debriefings

L.1.1.2.1 Pre-award Debriefings Offerors excluded from the competitive range or otherwise excluded from the competition before award may request a debriefing. Offerors may request a pre-award debriefing by submitting a written request to the CO for debriefing within three (3) calendar days after receipt of the notice of exclusion from the competition. The Government shall make every effort to debrief unsuccessful Offerors as soon as practicable.

L.1.1.2.2 Post-award Debriefings Offerors may request a debriefing by providing a written request to the CO. The CO will notify Offerors of the source selection decision within three (3) calendar days after award. Offerors that desire a debriefing must request one in writing within three (3) calendar days after receipt of the CO notification.

To the maximum extent practicable, debriefings will be conducted within five (5) calendar days after the Offeror’s request.

L.1.1.3 Requirement Discrepancies and Discussions If an Offeror believes that the requirements in these instructions contain errors, omissions, or are otherwise unsound, the Offeror shall immediately notify the CO in writing with supporting rationale. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion. If, during the evaluation period, it is determined to be in the best interest of the Government to hold discussions, the discussions will be held with only those Offerors determined to be in the competitive range.

L.1.1.4 Teaming Arrangements The Offeror and its first-tier subcontractor(s) will be considered a “Team” when there is a signed teaming arrangement or letter(s) of commitment unconditionally binding both parties to performance under this contract should it be awarded to the Offeror. In the absence of appropriate documentation, the Offeror and its first-tier subcontractor(s) are not considered a “Team” and will not be evaluated as such.

L.1.2 ORGANIZATION/DISTRIBUTION/NUMBER OF COPIES/PAGE LIMITS

The Offeror shall prepare the proposal as set forth in the Proposal Organization Table 1-2 below. The titles and contents of the volumes, as well as the page limitations and number of required paper copies shall be as specified in the table. In the event that the table conflicts with the detailed instructions in the paragraphs that follow, the detailed instructions shall take precedence.

Table 1-2 – Proposal Organization

VOLUME VOLUME TITLE PAGE LIMIT

I

6 copies Proposal Documentation Unlimited

Mission Capability

Management Approach 20

Technical Approach 20

Labor Categories Table Unlimited

Transition Plan 15

Sample Scenario 15

II

6 copies

Initial Task Order Unlimited

Relevant Past and Present Performance

Description of Team 5

Present and Past Performance References 4 per reference for

Attachment L-1 (Including Narrative)

III

6 copies

Organizational Structure Change History Unlimited

IV

6 copies Cost Unlimited

(a) The “ORIGINAL” copy of Volumes I, II, III, and IV of the proposal shall be provided under separate cover, and shall be clearly marked “ORIGINAL.” The “original” paper copy shall have no staples and no holes punched in it. The “ORIGINAL” copy is included in the copy count above.

(b) As shown in Table 1-2, additional paper copies of Volumes I, II, III, and IV shall be submitted in separate 3-ring loose-leaf binders, which when open, lay flat. No staples shall be used. A cover sheet shall be posted at the beginning of each volume, clearly marked as to volume number, title, copy number, RFP identification, and the Offeror’s name. The same identifying data shall be placed on the spine of each binder.

(c) All proposal volumes shall be provided by mail or commercial express or ground carrier only as prescribed in above DTRA Clause 252.204-9000, “Notice to Potential Offerors – Official DTRA Addresses in the National Capital Region (NCR),” DEC 2007 (the clause is listed in Section L). Present and Past Performance Questionnaires (Attachment L-2) shall also be provided by mail or commercial express or ground carrier.

PLEASE NOTE THE REQUIREMENTS FOR SUBMISSION OF PROPOSALS CONTAINED IN FAR

52.215-1.

L.1.3 PROPOSAL FORMAT

L.1.3.1 Guidance This section of the Information to Offerors (ITO) provides general guidance for preparing proposals as well as specific instructions on the format and content of the proposal. The Offeror’s proposal must include all data and information requested by the ITO and must be submitted in accordance with these instructions. Non-compliance with the instructions provided in the ITO may result in an unfavorable proposal evaluation.

L.1.3.2 Sufficient Detail Proposals shall comply with the following guidelines:

• Be complete and respond directly to the requirements of the solicitation.

• Address the factors, sub-factors, and their related elements as listed in Section M of the solicitation.

• Be clear, concise, and include sufficient detail for effective evaluation and for substantiating the validity of stated assertions. Extraneous, repetitious, or wordy submissions are not desired and could result in lower ratings.

• Do not simply rephrase or restate the Government’s requirements, but rather provide convincing rationale to address how the Offeror intends to meet the requirements.

• Assume that the Government has no prior knowledge of the Offeror’s capabilities and experience, and will base its evaluation only on the information presented in the Offeror’s proposal.

L.1.3.3 Validity Statement The Offeror is requested to complete the proposal validity date in block 12, Section A of the solicitation, with not less than 180 days. In addition, the Offeror shall make a clear statement that the proposal is valid for the duration of the acceptance period. In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy of all unsuccessful proposals. Unless the Offeror requests otherwise, the Government will destroy extra copies of unsuccessful proposals.

L.1.3.4 Physical Appearance of Submissions

• Elaborate brochures or documentation, detailed artwork, or other embellishments are unnecessary and are not desired.

• Proposals will be submitted in paper and electronic copies.

• Paper copies of the proposal must lie flat when open. Elaborate binding is not desired.

• No models, mockups, or videotapes will be accepted.

L.1.3.5 Page Format Restrictions and Limitations

L.1.3.5.1 Page Size Pages shall be 8.5 x 11 inches, not including foldouts. Format the pages in two columns. Except for the lettering that is within a graphic, the font size shall be no less than 10 point. Lettering within tables, charts, graphs, and figures shall be no smaller than 8 point. Margins on all four edges of each sheet will be at least one-inch. Proprietary statements, security markings, and page numbers may be placed within the defined margin area. Pages shall be numbered sequentially by volume. In the event discussions are held, these page format restrictions shall also apply to responses to Final Proposal Revisions (FPRs).

L.1.3.5.2 Page Limitations Page limitations shall be treated as maximums. If exceeded, the excess pages will not be read or considered in the evaluation of the proposal. The excess pages will also be deleted from the electronic copy of the proposal. Printed material shall be on one side of the sheet only (single-sided). In the event discussions are held, page limitations may be placed on responses to ENs. Page limits, if specified for EN responses, will be identified in the letters forwarding the ENs to the Offerors.

L.1.3.5.3 Pages Counted Each page shall be counted except the following:

• past performance questionnaires

• past performance questionnaire point of contact list

• cover pages

• RFP cross-reference matrix

• teaming arrangements

• letters of commitment

• past performance consent letters

• client authorization letters

• tables of contents

• revision matrix

• Small Business Subcontracting Plan

• glossaries

• lists of figures, tables, or drawings

• tabs

• dividers

• blank pages

• Labor Category Table

L.1.3.6 Table of Contents Each volume shall contain a more detailed table of contents to delineate the sections within that volume.

Tab indexing shall be used to identify sections.

L.1.3.7 Foldouts Legible tables, charts, graphs, diagrams, schematics, and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, design drawings, plans, etc. These displays shall be uncomplicated, legible, and shall not exceed 11 x 17 inches in size. Foldout pages shall fold entirely within the volume. Each printed side of a foldout will count as one page. Foldout pages may only be used for large tables, charts, graphs, diagrams, and schematics; not for pages of text. For tables, charts, graphs, and figures, the font shall be no smaller than 8 point. All information (except documentation numbers, classification markings, and page numbers) shall be contained within an image area of 9 x 15-1/2 inches.

L.1.3.8 Electronic Copies

(a) Electronic copies of each volume shall be submitted on individual CD-ROMs in a protective sleeve or case. Each CD-ROM and protective sleeve or case shall be clearly marked as to volume number, title, RFP identification, and the Offeror’s name. The CD-ROM(s) will be included with the “original” paper copy of each volume. Offerors are responsible for ensuring electronic copies are virus-free.

(b) Submit an electronic copy of each volume compatible with the following available Government equipment and software products:

- Pentium Class PCs

- Adobe Acrobat Reader 9.0

- Microsoft Office Excel 2003*

*All cost information, with the exception of the cost narrative, must lend itself to review and analysis by the Government and must be submitted in Microsoft Excel format. Offerors shall include formulas and working links to the maximum extent practicable.

Note:

The electronic copy shall be in Adobe Acrobat (except for Microsoft Excel) portable document file (pdf) searchable text format and shall be an exact duplicate of the “original” paper proposal. If there are discrepancies between the electronic proposal and the “original” paper proposal, the paper proposal shall prevail.

(c) Electronic files shall be clearly identified for each volume, section, item, etc. The Offeror shall not embed sound or video (e.g., MPEG) files into the proposal files.

(d) Electronic Media additional information:

• All text must be searchable

• Limit colors to 256 colors at 1280 x 1024 resolution; avoid color gradients

• Keep embedded graphics as simple as possible; large graphic files are discouraged

• Minimize the use of scanned images (except for Adobe Acrobat requirements)

• Use of self-extracting archive files (e.g., ZIP files) is allowed

• No linking to resources outside the submission CD-ROM will be allowed.

L.1.3.9 Cost Information All cost information shall be addressed ONLY in the Proposal Documentation and Cost volumes, Volumes I and IV respectively. All labor rates shall be rounded to the nearest penny. All cost information, with the exception of the cost narrative, must lend itself to review and analysis by the

Government and must be submitted in Microsoft Excel format. Offerors shall include formulas and working links to the maximum extent practicable.

L.1.3.10 Minimum Cross-Referencing Each volume shall be written to the greatest extent possible on a stand-alone basis, so that its contents may be evaluated with a minimum of cross-referencing to other volumes of the proposal. Information required for proposal evaluation that is not found in its designated volume will be assumed to have been omitted from the proposal. Teaming Arrangements, Letters of Commitment, Socio-Economic Commitment information and Organizational Conflicts of Interest assertions submitted in Volume I may be cross-referenced in other volumes.

L.1.3.11 Glossary of Abbreviations and Acronyms Each volume shall contain a glossary of all abbreviations and acronyms used, with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

L.2.0 VOLUME I –PROPOSAL DOCUMENTATION

Volume I consists of the offer to enter into a contract to perform the desired work and information for the Government to prepare the contract document and supporting file.

L.2.1 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Tables and Drawings

c. Glossary

d. Documents listed in paragraphs L.2.2 through L.2.13

L.2.2 SOLICITATION/CONTRACT FORM

Completion of Blocks 12 through 16 and signature and date for Blocks 17 and 18 of the Standard Form (SF) 33 is required. Signature by the Offeror on the SF 33 constitutes an offer, which the Government may accept.

L.2.3 AUTHORIZED OFFEROR PERSONNEL

Provide the name, title, telephone number, fax number, and e-mail address of the company and division point of contact regarding decisions made with respect to the Offeror’s proposal and who can obligate the Offeror contractually. Also identify those individuals authorized to negotiate with the Government.

L.2.4 GOVERNMENT OFFICES

Provide the mailing address, telephone and fax numbers, and facility codes for the cognizant Contract Administration Office, DCAA, and Government Paying Office. Also provide the name, telephone and fax numbers, and e-mail address for the Administrative Contracting Officer (ACO). The aforementioned information also applies to the prime contractor and major subcontractors/teaming partners for which there is a teaming arrangement.

L.2.5 COMPANY DIVISION ADDRESS, IDENTIFYING CODES AND APPLICABLE

DESIGNATIONS

Provide the company’s/division’s street address, county, and facility code; CAGE Code; DUNS number;

Taxpayer Identification Number (TIN), size of business (large or small); and labor surplus area designation.

L.2.6 TEAMING ARRANGEMENTS AND/OR LETTERS OF COMMITMENT

Provide all Teaming Arrangements and/or Letters of Commitment accompanied by appropriate explanation of the legal relationship. Paragraph L.1.1.4 applies.

L.2.7 DEPARTMENT OF DEFENSE (DD) FORM 254 SECURITY REQUIREMENTS

Provide information relative to Offeror’s facility clearance and the contact information for the Offeror security office. Information relative to subcontractor security requirements shall also be included. The Offeror shall complete the contractor information blocks on the DD254.

L.2.8 INFORMATION REQUIRED BY DFARS CLAUSE 252.227-7017 IDENTIFICATION AND

ASSERTION OF USE, RELEASE, OR DISCLOSURE RESTRICTIONS (JUN 1995)

If applicable, the Offeror shall include 252.227-7017 paragraph (d) chart, in full-text, filled-in/completed.

L.2.9 EXCEPTIONS TO TERMS AND CONDITIONS

Exceptions taken to the terms and conditions of the solicitation, or to any of its formal attachments, including the initial task order, shall be identified. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This information shall be provided in the format and content of Table 2.9. Failure to comply with the terms and conditions of the solicitation may result in the Offeror being removed from consideration for award.

Table 2.9 – Solicitation Exceptions

Solicitation Document Paragraph/Page Requirement/Portion Rationale Statement of Objectives (SOO), Solicitation Section, Attachment, initial task order, etc.

Applicable Page and Paragraph numbers

Identify the requirement or portion to which the exception is taken

Justify/explain the basis for exception and impact on contract

L.2.10 REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFEROR(S) (SECTIONS K AND L)

The Offeror is responsible to ensure that all representations, certifications, acknowledgements, and statements provided in accordance with Sections K and L are provided in the Online Representations and Certification Applications (ORCA) at http://www.bpn.gov/orca and the Central Contractor Registration site, http://www.ccr.gov/.

L.2.11 SMALL BUSINESS SUBCONTRACTING PLAN

IAW FAR 19.704 and DFARS 219.704 Other than small business Offerors shall submit a small business subcontracting plan in accordance with FAR 52.219-9 and DFARS 252.219-7003

L.2.12 SOCIO ECONOMIC COMMITMENT

http://www.ccr.gov/

DTRA is committed to maximizing small businesses opportunities at both the prime and subcontractor level. All Offerors (large and small business) shall prepare a summary list of proposed subcontractors, which includes the following information: Company Name, CAGE Code, Size Status, Socio-Economic Status, Subcontract Dollars, and Percentage of Total Contract Value proposed. For Socio-Economic Commitment evaluation purposes, the Total Contract Value proposed is considered to be the numerical sum of the total dollar value for the initial task order as contemplated under this solicitation. DTRA will use the Central Contractor Registration (CCR) website data to verify proposed small business entities meet the assigned RFP NAICS (541990 -- All Other Professional, Scientific, and Technical Services).

Offeror’s proposals will be assessed on their commitment to meeting the subcontracting goal of at least 15% of the total contract value proposed to Small Business and/or Historically Black Colleges/Minority Institutions (HBCU/MI), of which at least 33% of the 15% is subcontracted to Service Disabled Veteran Owned Small Business (SDVOSB). The SDVOSB percentage equates to 5% of the total contract value proposed. Offeror’s socio-economic commitment will be evaluated relative to meeting both the 15% Small Business-HBCU/MI and the 5% SDVOSB subcontracting requirements. The SDVOSB subcontractors may be counted as part of the Small Business-HBCU/MI subcontracting percentage.

To ensure consistency in the calculation of Socio-Economic Commitment, a calculation template is provided as an attachment to the RFP. This attachment will be used by all Offerors to document the proposed Small Business participation as required above. The Socio-Economic Calculation Template will be compared to the Offeror’s proposal for consistency. In the case of minor errors or omissions that do not affect the other areas of the proposal, and may be corrected with minor clarification, the Offeror may be contacted by the Contracting Officer for immediate clarification.

In the case that an Offeror meets the criteria as specified in above and through discussions provides a Final Proposal Revision (FPR), the criteria above must be met and the Offeror must resubmit the SB calculation attachment.

10%

5%

15%85%

Any Company (Large or Small) Any Small Business-

HBCU/MI

Only SDVOSB

L.2.13 PREAWARD ORGANIZATIONAL CONFLICTS OF INTEREST

a. The Contracting Officer has determined this contract may give rise to potential conflicts of interest due in part to contractors currently providing support to DTRA, who may have access to information that could potentially provide an unfair competitive advantage. Moreover, the nature of the work required by this contract could provide the awardee access to information that could potentially provide an unfair competitive advantage for future contracts. Offerors are directed to FAR Subpart 9.5 for detailed information concerning organizational conflicts of interest.

b. Each Offeror must include in Volume I of its proposal either;

(1) a statement certifying that, to the best of its knowledge, it is not aware of any facts which create any actual or potential organizational conflicts of interest relating to the award of this contract, or

(2) a statement that describes concisely all relevant facts concerning any past, present, or planned interest (financial, contractual, organizational, or otherwise) relating to the work to be performed under the proposed contract and bearing on whether the Offeror has a possible organizational conflict of interest.

c. The Contracting Officer may require further relevant information from an Offeror and may, at his discretion, permit an Offeror to clarify errors or omissions in relevant information or in a statement required by (b) above. Refusal to provide a statement required by (b) above, refusal to provide further relevant information required by the Contracting Officer, or the misrepresentation of any relevant information will result in disqualification of an Offeror from further consideration for award of a contract under this solicitation.

d. Relevant information regarding possible organizational conflicts of interest will not be treated as a separate evaluation factor, however, it will be addressed and resolved prior to contract award. Relevant information regarding each Offeror will be analyzed by the Contracting Officer in accordance with FAR

9.5 in order to determine whether a potential conflict exists and if so, what actions are necessary to avoid or otherwise resolve the potential conflict.

e. The Contracting Officer will use all relevant information submitted by the Offeror, and any other relevant information known to DTRA, to determine whether a potential conflict exists. If the Contracting Officer determines that a potential conflict exists, the conflict must be avoided or otherwise resolved through the inclusion of a special contract clause or other appropriate means.

If appropriate resolution cannot be achieved in a reasonable time, then the Government has the right to decline award to that Offeror, and proceed with award to the “best value” Offeror of those still under consideration. Although the terms of any special clause are subject to negotiation, it is likely that the contract will include a clause substantially the same as DTRA Clause 252.209-9000 which is included in Section H of the contract.

L.3.0 VOLUME II – MISSION CAPABILITY

L.3.1 GENERAL

The Mission Capability Volume should describe the Offeror’s capability to satisfy the requirements of this solicitation. The proposal should be prepared simply and economically, providing straightforward, concise delineation of the management approach and technical capabilities to satisfactorily perform the contract being sought. Particular proposal strengths or unique approaches should be emphasized.

Asserted capability and/or intent to meet the requirements must be supported by detailed descriptions of approach and personnel qualifications. The Government will not assume that an Offeror possesses any capability unless specified in the proposal.

Offeror responses will be evaluated against the Mission Capability sub-factors and their related elements defined in Section M, “Evaluation for Award.” Using the instructions provided below, provide as specifically as possible the actual methodology that would be used by the Offeror for accomplishing and satisfying these sub-factors. All the requirements specified in the solicitation are mandatory. By submitting a proposal, the Offeror is representing that its firm is capable and committed to performing all the requirements specified in the solicitation.

L.3.2 VOLUME ORGANIZATION:

The volume shall be organized according to the following outline:

a. Table of Contents

b. List of Tables and Drawings

c. Glossary

d. RFP Cross-Reference Matrix

e. Management Approach

f. Technical Approach

g. Transition Plan

h. Sample Scenario

i. Initial Task Order

L.3.3 FORMAT AND SPECIFIC CONTENT

Mission Capability shall describe, in narrative form, the Offeror’s proposed approach to meeting the requirements of each Mission Capability sub-factor and their related elements, as well as their intended strategy for fulfilling the requirements of the contract. The Offeror shall include the mission capabilities of their team members and other intended subcontractors. The proposed teaming structure, team member roles and responsibilities, experience working as a team, and anticipated portion (by percentage, type of work, geographical, etc.) of work effort for each team member should be discussed or clearly delineated.

L.3.3.1 RFP Cross-Reference Matrix (RCRM) The Offeror shall fill out an RCRM indicating where the proposal addresses the solicitation requirements.

An example format is shown below. The purpose of the RCRM is to show critical interrelationships and dependencies among the documents. The matrix ensures that all requirements are addressed, requirements do not conflict, and proposal sections are internally consistent. This matrix only applies to Volume II.

Example Format:

SOLICITATION CROSS REFERENCE MATRIX

Solicitation Section/Paragraph

Proposal Volume/ Section/Paragraph

Solicitation Section/Paragraph

Proposal Volume/ Section/Paragraph

L.3.3.2 SECTION 1: MANAGEMENT APPROACH

The Offeror shall submit its comprehensive Management Plan for managing the contract and the task orders to be awarded under the contract. The Management Plan should discuss how the Offeror will provide for maximum flexibility to innovatively and cost-effectively manage the program schedule, performance, risks, warranties, subcontracts, and data to support the program objectives.

Key management personnel shall be identified by position, skill type, and overall qualifications and experience. The Offeror shall address the experience and qualifications of all key personnel, which may include, but is not limited to, the leads of the following areas: Program Manager, Finance/Budget, Integrated Logistics, Training, Executive language, Security, Information Technology, Senior

Acquisition, leader/manager for each of the CT program areas, and Test & Evaluation. In addition, senior technical experts for all areas shall be identified.

The Management Plan should provide the processes and techniques that demonstrate the Offeror’s ability to:

- Utilize a management structure and division of responsibility to control the full range of support services.

- Acquire and retain any additional workforce needed to be capable accomplishing the requirements of the SOO as the focus of the CTR program changes globally.

- Utilize methods and tools to recruit and retain qualified employees.

- Utilize an approach to technical assignment/reassignment of personnel, to include short notice actions, to satisfy multiple and evolving requirements.

- Monitor and assess contractor performance strengths and weaknesses.

- Train, educate and ensure contractor minimum educational requirements of various disciplines are fulfilled and maintained. Offerors should clearly identify how this training and education is tied to retention and continual benefit to the contractor during the performance of the contact.

- Develop and implement a measurements and evaluation plan to track and forecast success in execution of the SOO, and in anticipation of contractor's work needs as outlined in the SOO. The Offeror needs to clearly define the types and nature of the metrics to be used, the nature of the inferential data to be collected and processed, and the plan for utilizing these for continual process improvement.

- Manage and oversee offices and subcontractors overseas to include organizational setup and proposed work on-site or off-site.

L.3.3.3 SECTION 2: TECHNICAL APPROACH

The Offeror shall express its technical understanding and approach to performing all technical objectives as delineated in the Statement of Objectives (SOO).

Offerors should address the stability of the Offeror’s workforce and approach to meeting both short notice, short duration and long term, stable support tasks. The following items shall be addressed:

- The Offeror identifies an effective approach to addressing the DoD acquisition and financial management policies and practices applicable to the CTR program.

- The Offeror’s available expertise/experience with foreign governmental environments and business practices associated with executing CTR programs.

- Offeror’s understanding of United States and International laws, policies, treaties, and bi-lateral agreements that apply to the execution of CTR programs.

- Offeror shall address a full range of products and processes which it will utilize in execution of its duties, and support continuous process improvement

All personnel shall be identified by labor category, a description of the position, skill level associated with the position (skill level will be determined by Offeror internal standards and defined for the government review), and level of education and years of experience in that particular labor category. The Offeror shall use the table below to describe labor usage.

Labor Categories

Description Skill Levels

Education/Years of Experience (Examples)

Example:

Program Manager

PhD/15 years MS/15 years MS/10 years BS/2 years

Example:

Finance/ Budget

PhD/15 years MS/15 years MS/10 years BS/2 years

Example:

Acquisition

PhD/15 years MS/15 years MS/10 years BS/2 years

NOTE: THIS TABLE IS A NOTIONAL EXAMPLE ONLY

1) Some Labor Categories may have more or less than four skill levels. 2) The labor category listing in this section is NOT PRICED. The labor category in the Cost section should contain the same information as above, but should include the pricing information. 3) The table does not count against the page limit for the Technical Approach section.

L.3.3.4. SECTION 3: TRANSITION PLAN

The Offeror’s approach to ramping up the program, hiring or assigning personnel to fully staff the program, shall be presented. The Offeror shall provide a transition plan, not to exceed 60 days prior to the start date of August 1, 2010. This transition plan shall include transition period length and key activities. A transition period is intended to provide an orderly transfer of support responsibilities from the incumbent contractor to the contractor selected for this A&AS effort.

All aspects of the transition planning should be addressed to include, but not limited to:

- How incoming contractor will be organized structurally during the transition period

- What personnel specialties will be required during the transition period.

- What the incoming contractor identifies as their critical learning and action processes.

- Equipment, documentation, records and information technology systems the incoming contractor will need to coordinate with the incumbent during the transition period.

- Physical infrastructure.

- How the incoming contractor intends to comply with DTRA entrance/exit and information technology security procedures during the transition period.

- Schedule for transition and integration.

- Upon end of transition period, utilize a workforce capable of immediately accomplishing the requirements in the SOO/SOW.

L.3.3.5. SECTION 4: SAMPLE SCENARIO

The Offer is to review the following scenario. The Offeror shall provide a response as to how they would assist CT program managers to address Country Z's request to the Department of Defense. The response shall include how the Offeror would provide advisory, subject matter expertise and assistance services to address the requirements of the scenario. The specific quantity, labor categories, and skill levels of personnel shall be identified. The Offeror’s response shall address the appropriate Department of Defense acquisition management practices that relate to the implementation actions required to address the requirements of the scenario. The Offeror shall address the types of products that the US government should produce or the A&AS contractor will provide to address the scenario requirements.

Scenario - The CTR program is expanding. Country Z in Central Asia is known to have stored chemical weapons. The weapons (rockets, bombs, bulk containers) include nerve and blister type agents with associated delivery systems. Estimated liquid tonnage is 100 tons of agent(s). Country Z also is known to have a capability to produce biological weapons. Storage facilities contain an estimated 50 tons of an unknown biological substance. No weapon systems for delivery have been identified for the biological agents. Country Z has declared they purchased nuclear weapons and has expressed a desire for assistance to destroy the technology and capability. It is also known that Country Z purchased nuclear material for their nearly complete nuclear power plant, but has no secure facilities to store the purchased nuclear material and is fearful the material may be lost to intruders. Country Z has close ties with other countries that are receiving support from DoD CTR and has expressed a desire to have the Threat Agent Detection Response (TADR) capabilities to include the Electronic Integrated Disease Surveillance System (EIDSS) and Pathogen Asset Control (PACS) in their country. Country Z has a desire to meet all international WMD treaty and protocol requirements, as well as the International standards for human and veterinary disease reporting. The President of Country Z has asked the United States for DoD assistance to rid itself of the weapons of mass destruction and assistance with its response and reporting system.

L-3.3.6. SECTION 5: INITIAL TASK ORDER

Note: The Government may award the Initial Task Order concurrent with or subsequent to contract award.

For the initial task order, the Offeror shall identify the staffing levels to include identification of personnel by type and skill level to be used for the Initial Task Order. The Offeror’s proposed labor mix should reflect efficient use of labor categories and skill levels capable of performing each of the support tasks in a timely and cost effective manner. The Offeror shall provide a Statement of Work (SOW), which is a description of the tasks to be performed, services to be delivered and products that will be produced. The SOW shall be consistent with the technical and management approach detailed in Sections 1 and 2. The SOO provided in the solicitation shall be used as the basis of the Offeror’s description. The Initial Task Order period of performance is one year - with a start date of August 1st, 2010.

As referenced in Section H of this solicitation, the Offeror-provided SOW becomes Government Property on award of the Initial Task Order. Offerors are hereby advised that upon award of the Initial Task Order, the SOW of the successful Offeror shall be fully incorporated into the body of the awarded Task Order.

As such, the successful Offeror shall lose all proprietary rights to both the SOW as well as all data contained therein, and they shall become the property of the Defense Threat Reduction Agency (DTRA), to use or disclose at DTRA’s sole discretion.

CT can provide on-site space allocation within DTRA Headquarters for up to 34 contractor personnel.

The Offeror shall identify the number of desks needed on a full-time basis, as well as desks utilized by rotating personnel. The Offeror shall identify roles of individuals being located on-site at DTRA.

However, there is a potential that this space allocation may be decreased in the future; if that occurs, appropriate modifications will be made to the Task Orders.

L.4.0 VOLUME III – RELEVANT PRESENT AND PAST PERFORMANCE

L.4.1 VOLUME ORGANIZATION

The volume shall be organized according to the following outline:-

a. Table of Contents

b. Description of Team

c. Present and Past Performance References

d. Organizational Structure Change History

e. Past Performance Questionnaire Point of Contact List

L.4.2 DESCRIPTION OF TEAM

The Offeror shall provide a matrix of all proposed subcontractors/team members and the specific areas within the SOO for which they will be utilized. Offerors shall also provide an approximate percentage of effort that each subcontractor/team member will contribute to the overall effort. In addition, the Offeror shall submit a consent letter, executed by each subcontractor, teaming partner, and/or joint venture partner, authorizing release of adverse past performance information to the Offeror, so the Offeror can respond to such information. For each identified effort for a commercial customer, the Offeror shall also submit a client authorization letter, authorizing release to the Government of requested information on the Offeror’s performance.

L.4.3 PRESENT AND PAST PERFORMANCE REFERENCES

The Offeror shall identify a minimum of three and a maximum of five references for the prime Offeror as well as a minimum of one and maximum of two references for each of the subcontractors/teaming partners expected to perform aspects of the effort that the Offeror considers critical to the overall success of the program. The references shall represent recent contracts (within the past five years) that the Offeror considers most r (See Table 1-2 Proposal Organization)elevant in demonstrating the Offeror’s ability to perform the proposed effort. For each reference, the Offeror shall provide a one page narrative describing the effort and the results of the Offeror’s performance (See Table 1-2 Proposal Organization). This narrative shall include rationale supporting the assertion of relevance and should be supplemented with a completed Present and Past Performance Information Form (attachment L-1). For a description of the characteristics or aspects the Government will consider in determining relevance, see Section M, Paragraph M.2.5, Factor 2: Relevant Present and Past Performance.

L.4.4 ORGANIZATIONAL STRUCTURE CHANGE HISTORY

Many companies have acquired, been acquired by, or otherwise merged with other companies, and reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant present or past efforts or between conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this acquisition. To facilitate this relevancy determination, include in this proposal volume a “roadmap” describing all such changes in the organization of the Offeror for the past 5 years and also include a “roadmap” for all team members identified in a Teaming Arrangement or Letter of Commitment for their efforts. As part of this explanation, show how these changes impact the relevance of any efforts the Offeror identifies for past performance evaluation and performance confidence assessment.