Clover Program - Industry Day FINAL (Presented During Industry Day).pdf

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EMERALD Follow-on: "CLOVER" update (FCL update)
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HM0476-20-R-0030-CNTD
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Clover DraftRFP_Q-A_Rd3release_24MAR.xlsx XLSX spreadsheet
J.18 Self Scoring Sheet_23Feb DRAFT.xlsx XLSX spreadsheet
Clover DraftRFP_Q-A_Rd2release_23FEB_LRapproved.xlsx XLSX spreadsheet
Clover DraftRFP_Q-A_Rd1release_16FEB_LRr1approvedv1.xlsx XLSX spreadsheet
Clover DraftRFP_Q-A_Rd1release_16FEB_LRr1approved.xlsx XLSX spreadsheet
Attendee List.xlsx XLSX spreadsheet
1. NGA Clover Program - Unclassified Virtual Industry Day-20210119 1400-1.mp4 MP4 file
J.X Self Scoring Sheet.xlsx XLSX spreadsheet
J.9Travel Not-To-Exceed (NTE) Instructions.docx DOCX document
J.14 Monthly Activity Report Template.docx DOCX document
J.1 Base SOW.docx DOCX document
J.3 Labor Rate Matrix - IDIQ.xlsx XLSX spreadsheet
J.16 Labor Rate Matrix - Task Order.xlsx XLSX spreadsheet
J.17 Position Matrix.xlsx XLSX spreadsheet
J.5a Resume Template.docx DOCX document
Clover RFP_HM047621RXXXX_DRAFTv5_12JAN2021.docx DOCX document
J.7 NDA.docx DOCX document
J.4 Skill Definition.docx DOCX document
J.2 Award Plan.docx DOCX document
J.5b Resume Instructions.docx DOCX document
J.10 Travel Template.xlsx XLSX spreadsheet
J.15 Weekly Activity Report Template.docx DOCX document
J.11 Monthly Staffing Report (MSR) Template.xlsx XLSX spreadsheet
J.6 OCI Disclosure and Analysis Form.doc DOC document
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Text version

The overall classification of this presentation is:

Classified by:

Derived from:

Declassify on:

M. Brian Mosteller, Clover Program Manager

Gary Davis, Contracting Officer

January 19, 2021

Unclassified

Unclassified

Clover Industry Day

Unclassified

UNCLASSIFIED

UNCLASSIFIED

Classification and Orientation

All materials for this conference are UNCLASSIFIED.

Please keep your questions at the UNCLASSIFIED level.

UNCLASSIFIED

Today’s presentation will be recorded

Classification and Orientation (cont’d)

UNCLASSIFIED

DISCLAIMER:

(U) The information discussed today is for informational purposes only

(U) This information does not constitute an RFP and does not restrict the Government to any ultimate acquisition approach or strategy

(U) This information does not represent a commitment by the Government in any form

Classification and Orientation (cont’d)

UNCLASSIFIED

Welcome and Introductions

OVERALL CLASSIFICATION:

UNCLASSIFIED

Mr. Gary Moss – Director, TC

Ms. NgocAnh “Ahn” Thomas – Deputy Director, TC

Ms. Pat Hill – Chief, Corporate Services

Mr. Kenneth “KP” Perry – Director, TCC

Ms. Eyvette Wright – Deputy Director, TCC

Mr. Dale Rainey – Director, Small Business Office

Mr. M. Brian Mosteller – Program Manager, Clover

Mr. Eric Sanders – Program Manager, Emerald

Mr. Ken Sachs – Office of General Council

Mr. Gary Davis – Contracting Officer, Clover

Ms. Vanessa Knight - OCS

Introductions

UNCLASSIFIED

Today’s Objectives:

1. Provide an overview of the Clover Program and distinguish this award from its predecessor.

2. Clearly convey “how to propose.”

3. Describe post-award contract administration.

4. Highlight next steps.

Why are we here?

“I want YOU to…propose!”

UNCLASSIFIED

1. Questions may be submitted two (2) ways

1. Virtual Industry Day

2. Email CloverPMO@nga.mil

(S: 1700 EDT 02FEB2021)

2. Responses will be provided to attendees

(S: 1200 EDT 09FEB2021)

Questions mailto:CloverPMO@nga.mil

UNCLASSIFIED

The CO/PM will schedule time with potential Prime vendors who request one on ones.

1. Will be no more than 30 minutes.

2. Will be scheduled between 25 Jan – 5 Feb.

3. Requests will include specific questions.

4. Requests will be sent to CloverPMO@nga.mil.

One on Ones

UNCLASSIFIED

The Government intends to share the registration list with all parties.

1. If you do not want to be listed, please send an email to

CloverPMO@nga.mil (S: 0800 EDT 21JAN2021).

Interested Parties List

UNCLASSIFIED

Emerald Background

Eric D. Sanders

Emerald Program Manager

UNCLASSIFIED

33 Task Orders

EMERALD

Profile

Six (6) Vendors

FIN

MGMT

~550 FTE

STRAT

BUS

MGMT

ACQ

MGMT

GOV

Approved Telework

Multiple Locations

Emerald Background

UNCLASSIFIED

Emerald Background (Cont’d)

Program Manager

Contracting Officer’s

Representative 3 Vendors –

11 TOs

Contracting Officer’s

Representative 2 Vendors –

13 TOs

Contracting Officer’s

Representative 1 Vendor –

9 TOs

Contractor Support (8a)

OCI Free

UNCLASSIFIED

Areas of Opportunity

1. Task Order Management

1. Monthly reporting standards and expectation as well as defining lanes of responsibility

2. Performance Assessments

1. Quality Assurance Surveillance Plan

Emerald Background (Cont’d)

UNCLASSIFIED

Clover Overview

M. Brian Mosteller

Program Manager

UNCLASSIFIED

BLUF: The Clover Program will replace the Emerald Program and procure services to support the NGA mission. The contract will be a Multiple Award, Indefinite Delivery Indefinite Quantity (IDIQ)

Contract, as identified under Federal Acquisition

Regulation (FAR) 16.504.

Clover Overview

UNCLASSIFIED

You talked, We Listened!

Clover

Lessons Learned

Best Practices RFIs

Top Comments and Concerns

1. “Race to the Bottom”

2. Rates at Task Order level

3. OCI Management has evolved

4. Resume Flexibilities

5. Lengthy Proposal and Evaluation Periods

6. Program Administration

UNCLASSIFIED

Differences:

1. Improving post-award administration.

2. CLIN Structure.

3. Highly Rated Technical Offer with a Fair and Reasonable Price.

4. Up to four (4) Awardees and approximately ten (10) Task Orders.

5. Targeted Award Fees.

6. Skill Levels.

Commonalities:

1. 100% Small Business Set aside.

2. Mature Requirements and PMO.

3. Both names represent something green.

Clover vs. Emerald Summary

UNCLASSIFIED

Milestones

Ongoing Date(s)

Pre-Award Activities Current – SEP 2021

Virtual Industry Day 19JAN2021

Future Projected Date(s)

Submit Industry Day/Draft RFP Questions 19JAN2021 – 02FEB2021

Request and Convene One on Ones 19JAN2021 – 05FEB2021

Publish Industry Day Responses 09FEB2021

Release Final RFP MAR 2021

Proposals Deadline APR 2021

Announce IDIQ Contract Award JUL 2021

Period of Performance Start Date TBD

UNCLASSIFIED

Work Services Categories define a broad scope of work.

1. WSC vs. Mission Areas.

2. Prime Vendors must be able to demonstrate their ability to meet the entire scope of Clover.

3. WSC vs. Labor Category or Job Title.

4. Unique requirements for each position will be defined in the

SoW.

5. Each WSC has five (5) skill levels which allows for a unique pricing strategy for each category.

Work Services Categories (WSC)

Note: Work Service Categories allow for flexibility in meeting requirements by removing the “typecasting” of a position name or job title.

UNCLASSIFIED

Work Service Categories (WSC) provide flexibility to meet requirements by removing “typecasting” of a position’s title.

1. Lifecycle Acquisition Management Support Services This service category includes, but is not limited to: tasks associated with contracting activities, program office management, and all activities associated with planning and managing source selections; providing advice on the management, operations, and implementation of existing programs and contracts, and advisory support of new requirements.

2. Financial Management Support Services This service category includes, but is not limited to: all activities associated with the Planning, Programming, Budgeting, and Execution (PPB&E) cycle as well as guidance of the financial activities for the agency.

3. Strategic Business Management Support Services This service category includes, but is not limited to: activities associated with the strategic business operations for the agency.

Work Services Categories (WSC) (Cont’d)

UNCLASSIFIED

Skill Levels: Experience requirements for each Skill Level are the same for each WSC, but associated labor rates may not be the same. A set number of years of experience does NOT dictate a person’s capabilities. Instead, we have identified outcomes and tasks expected for each Skill Level.

Clover Overview (cont’d)

Skill Level Description Full Performance

5 - Expert Work at this level involves an extraordinary degree of specialized knowledge or expertise to perform highly complex and ambiguous assignments that normally require integration and synthesis of a number of unrelated disciplines and disparate concepts.

Recognized as an authority who has led working groups, developed new technological, analytical or operational methods. Applies methods across multiple disciplines of the WSC to address problems of a critical nature.

4 - Senior Work at this level involves a wide range of complex assignments and non-routine situations that require extensive knowledge in the specialty discipline.

Lead and coordinate special projects, tasks and initiatives. Independently handle situations or assignments.

3 - Mid Work at this level involves independently performing the full range of assigned duties with minimal day-to-day instruction.

Full understanding of the technical requirements and duties.

2 - Junior Work at this level involves the execution of established office procedures and standard practices with oversight.

Execution of established office procedures and standard practices.

1 - Entry Recent college grad with part-time or course work in related field, or related work experience.

UNCLASSIFIED

Organizational Conflict of Interest (OCI)

Vanessa Knight

Office of Contract Services (OCS)

UNCLASSIFIED

• FAR Subpart 9.5

• Three (3) H-clauses in the RFP:

1. H-20, NARI 5X52.09.507-9000 “Organizational Conflict of Interest (June 2004)”

2. H-21, “Special OCI Conditions”

3. H-22, “Special OCI Conditions at the Task Order Level”

• Flow down to subcontractors

Organizational Conflict of Interest

(OCI) Clause “Levels”

Clauses not in conflict; Each OCI clause addresses different scope of concern.

UNCLASSIFIED

Development Work:

OCI Strategy

The determination was made that there is an organizational conflict of interest between developmental work and the requirements within the Clover procurement. These conflicts have been determined to be non-mitigatable.

UNCLASSIFIED

OCI Strategy (Cont’d)

The determination has been made that there may be an organizational conflict of interest between other

NGA requirements and the requirements within the Clover procurement. These conflicts may or may not be mitigatable.

Non-Developmental Work:

UNCLASSIFIED

1. IDIQ Contract - Prime bidders are required to submit an OCI

Disclosure and Analysis (D&A) form (Section J) for the IDIQ

Contract.

2. Task Order - Prime bidders are required to submit a separate

OCI D&A form for each Task Order, and for each team member utilized for that specific section.

3. Task Order - Team members utilized for each SoW must also submit a letter of understanding and acceptance of the specific

OCI strategy.

4. All forms and letters should be included in Volume One of the proposal.

OCI Disclosure and Analysis

Award Fees

UNCLASSIFIED

Award Fees

NGA will provide an annual award fee in addition to the

FFP-LOE price of each task order. There will be two (2) incentives:

1. Staff Vacancy

1. Award Fee: 1% of the Task Order Performance Year Value.

2. Description: Staff at least 90% of all billets assigned to a task order with qualified personnel.

2. Staff Retention

1. Award Fee: 1% of the Task Order Performance Year Value.

2. Description: Retain at least 90% of qualified staff assigned to a task order during PoP, in the position they are initially assigned.

UNCLASSIFIED

IDIQ Contract and

Task Orders

UNCLASSIFIED

Indefinite Delivery Indefinite Quantity (IDIQ) Contract

The Clover IDIQ Contract will…

1. Be Firm Fixed Price Level of Effort with Award Fee.

2. Maximum of four (4) awardees (unless there is a tie):

1. IDIQ Contract Awardees to compete for each Task Order, using a more traditional written proposal approach.

3. Establish High and Low Range for Labor Rates.

4. Set clear and mandated deliverables:

1. Staffing Report, Contract Value Tracking, Travel Requests, Activity Reports.

5. Clear Invoicing Instructions:

1. Monthly Invoicing from the 1st day of the month to the last.

2. Will allow for bi-monthly invoicing for the 1st (3) months.

6. Establishes a Formal Teleworking Option.

UNCLASSIFIED

Task Order (TO)

Clover TOs will…

1. Be awarded following the IDIQ award.

2. Be subject to the IDIQ terms and conditions, with silent clauses/direction “flowing down” to the TO.

3. Approximately ten (10) task orders.

4. Have an RFP issued, are intended for competition amongst eligible IDIQ Contract Awardees, and will be awarded to the

“best value” offeror.

5. Utilize the new skill level definitions.

6. Allow for unique rates based on the range established at the

IDIQ Contract level.

UNCLASSIFIED

Unclassified telework is permitted under this contract, unless prohibited by the Government.

1. Unclassified telework is a benefit, not a requirement.

2. Contractor is still responsible for performing all classified requirements.

3. Government-approved telework plan is required beforehand.

4. No reimbursements for the following telework costs, but not limited to: internet service, telephone service, or hardware.

5. Telework is only allowed within the local commuting area of the locations and Contractors may be required to perform duties on-site at any time.

Telework

UNCLASSIFIED

Task Order

Descriptions

Eric D. Sanders

Program Manager

UNCLASSIFIED

Task Order 1: Associate Director of Enterprise and

Associate Director for Support

Task Order 2: Associate Director of Operations

Task Order 3: Associate Director of Capabilities

Task Order 4: Office of the Director

Task Order 5: CIOT–TA – Architecture and Engineering Group

Task Order 6: CIOT–TI – Adopt and Deliver Group

Task Order 7: CIOT–IPO – Integrated Product Office Support

Task Order 8: CIOT – Remaining CIOT offices

Task Order 9: Financial Management

Task Order 10: CIOT–TE – Enterprise Group

Task Order List

UNCLASSIFIED

Task Order Descriptions

Task Order 1: Associate Director of Enterprise and Associate

Director for Support

1. May range from 40 - 50 FTEs.

2. Scope may include, but is not limited to, support services required to understand the world through global partnerships; functionally manage

GEOINT, lead and oversee international partners, industry and academia;

and manage programs and projects of significant scope and influence, military service NGA Support Teams, NGA’s international partnerships and developing and implementation of geospatial intelligence policy and guidance for NGA.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 2: Associate Director of Operations

1. May range from 40 - 50 FTEs.

2. Scope may include, but is not limited to, support services required to execute NGA’s mission an operations across the intelligence community and Department of Defense, which spans coordination and synchronization of operational collections and requirements, planning, and worldwide management; and support to daily GEOINT operations and assets oversight during crisis management, deployment of personnel, capabilities, and additional mission and operational activities.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 3: Associate Director of Capabilities

1. May range from 60 - 85 FTEs.

2. Scope may include, but is not limited to, support services required to provide NGA timely access to industrial and academic resources, assisting

NGA in meeting critical mission requirements; support NGA’s advocate for national objectives such as increasing small business, competition, and commercial product awards; and deliver future GEOINT capabilities to users for operational impact, and addresses current and future GEOINT challenges and performs research designed for impact.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 4: Office of the Director

1. May range from 30 - 45 FTEs.

2. Scope may include, but is not limited to, support services required to support the head of the National System for Geospatial Intelligence (NSG) and coordinator of the global Allied System for Geospatial Intelligence

(ASG), as well as the functional manager for GEOINT; support oversight of

NGA’s resource management and business services, and operations in support of NGA’s core mission areas.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 5: CIOT-TA – Architecture and Engineering Group

1. May range from 40 - 50 FTEs.

2. Scope may include, but is not limited to, support services required to lead the rapid acquisition and transition of secure solutions to realize strategic objectives and meeting customer needs; and support subordinate elements, along with their respective offices and missions.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 6: CIOT-TI – Adopt and Deliver Group

1. May range from 70 - 80 FTEs.

2. Scope may include, but is not limited to, support services required to expedite acquisition, adoption, integration, and deployment of IT services that enable community-wide utilization of GEOINT; and institute agile processes in order to establish interoperability and standardization of service-enabled capabilities to NGA, IC, and international partners.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 7: CIOT-IP – Integrated Product Office Support

1. May range from 30 - 40 FTEs.

2. Scope may include, but is not limited to, support services required to transform the NGA operating mode, providing all NSG users the ability to find, get, use, and contribute geospatial data, content and capabilities on all domains, at all times, in any mission environment; and support subordinate elements, along with their respective offices and missions.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 8: CIOT – Remaining CIOT Offices

1. May range from 45 - 55 FTEs.

2. Scope may include, but is not limited to, support services required to support services to the function responsible for the strategic, transformation-oriented leadership of corporate business planning and management of CIO and IT Directorate financial resources, software assets, enterprise contracts, governance, policy, and community outreach to include congressional interaction, and IC ITE oversight.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 9: Financial Management

1. May range from 80 - 90 FTEs.

2. Scope may include, but is not limited to, support services required to drive sound resource decisions that advance geospatial intelligence. FM ensures effective management of its resources, contract support, and provides support to stakeholders. FM manages NGA’s financial management reporting, ensuring all internal controls are in place and operating in accordance with laws and regulations.

UNCLASSIFIED

Task Order Descriptions (CONT’D)

Task Order 10: CIOT-TE – Enterprise Group

1. May range from 45 - 55 FTEs.

2. Scope may include, but is not limited to, support services required for providing enterprise services that enhance NGA GEOINT capabilities;

safeguard the NGA mission through collaborative, forward-leaning, and risk balanced solutions to ensure trust in GEOINT services and data; and provide all NSG users the ability to find, use, and contribute GEOINT data, content, and capabilities on all domains.

UNCLASSIFIED

Request for Proposals (RFP) Gary Davis

Contracting Officer (OCS)

UNCLASSIFIED

Task Order RFPs be released after the award of the

IDIQ Contract. Task Order proposals shall be submitted in accordance with the instructions that will be provided under separate cover after the award of the IDIQ

Contract. Specific instructions for preparing, delivering, and evaluating Task Order proposals will be provided with each of the Task Order RFPs.

Requests for Proposals (RFP)

Task Order

UNCLASSIFIED

1. NGA intends to award up to four (4) Prime contracts.

2. Through the HRTO process only the top technically rated proposals will be evaluated.

3. If a top proposal receives a score downward adjustment that knocks it out of being one of the top four (4) proposals, the evaluation will stop on that proposal.

4. As described in Section L, the 5th ranked proposal will only be evaluated if there is a tie with the score of the 4th proposal.

Proposal Evaluations

Note: NGA intends to award without discussions.

UNCLASSIFIED

Proposal Evaluation Methodology

In line with today’s objective to clearly convey “how to propose,” the following is a list of major activities required to solicit, develop/submit and evaluate proposals:

1. NGA Releases RFP.

2. Vendors develop and submit proposals, to include

1. Self-Scoring Worksheet.

2. Supporting, substantive documentation.

3. NGA Source Selection Team validates and/or adjusts Vendor Self-

Scoring, as necessary.

4. Non-Price evaluation will stop once four (4) Vendors have been identified as the “highest rated Vendor.”

Note: During the Acceptability Review, Self-Scoring with downward adjustments due to documentation highly unverifiable, contradictory, and/or unsubstantiated information will result in removal from consideration.

UNCLASSIFIED

Proposals that include the following, but may not be limited to, may result in rejections of the offer or removal from consideration:

1. Omission of any information from the proposal submission requirements.

2. Changes to the proposal submission format, other than minor formatting changes.

3. High degree of unverifiable, contradictory, or unsubstantiated information.

4. Submitted after the time and date specified in the RFP.

5. CD/DVD files containing the proposal are corrupted.

Rejected Proposals and Removed Offers

UNCLASSIFIED

1. Section B includes the task order descriptions.

2. CLIN structure has not been finalized.

1. CLIN structure will be logical and mapped to the individual

SoWs.

2. Instructions on their implementation and use will be provided in Section B.

Section B

UNCLASSIFIED

Sections I & K were not included in the Draft FRP.

However, they will be included in the Final RFP.

Sections I and K

UNCLASSIFIED

The solicitation instructs Offerors to provide support documentation for practically all scored evaluation criteria. Some subsections of

Section L require that an Offeror shall provide a particular form of documentation for validation purposes. For other subsections of

Section L, Offerors may provide whatever official; verifiable documentation is necessary to validate any pass/fail or scored evaluation criteria being claimed.

Examples of supporting documentation may include, but are not limited to, the following:

1. Statements of Work.

2. Performance Work Statements.

3. Past Performance Assessments.

4. Funding Documents.

5. Supporting Proposal Documents.

Supporting Documentation

UNCLASSIFIED

The following slides will highlight RFP areas specific to the Clover Program and of special interest. The overall aim today is to provide you with explicit instructions to facilitate your submission of a proposal, in compliance with all the terms and conditions set forth in the IDIQ Contract

RFP.

Volume Format and Content

UNCLASSIFIED

The Contract Volume shall consist of a Cover Letter, required statements, contact information, Organizational Conflict of

Interest (OCI) compliance, required forms, executive summary; a table of contents; and position matrix and contingent hire agreements.

Organizational Conflict of Interest (OCI):

Section L:

Volume 1 – Contract Volume

UNCLASSIFIED

The Offeror must provide the Government sufficient information to evaluate the Offeror’s ability to satisfy the technical requirements on the basis of the standards specified in Sections L and M.

Section L:

Volume 2 – Relevant Experience

UNCLASSIFIED

Self Scoring Spreadsheet:

Volume 2 – Relevant Experience (Cont’d)

Relevant Experience Projects

UNCLASSIFIED

Self Scoring Spreadsheet:

Projects Size and Complexity

UNCLASSIFIED

Self Scoring Spreadsheet:

Fair Opportunity and Foreign Location

UNCLASSIFIED

The Offeror must provide the Government sufficient information to evaluate the Offeror’s Past

Performance in accordance with the evaluation criteria specified in Section M.

1. Past performance incorporate a narrative that addresses recency and relevancy of the Offeror’s past performance.

2. The Offeror may cite no more than nine (9) contracts for work similar in scope and complexity to the effort contemplated in the

RFP.

3. For each cited contract, the Offeror must provide at least two (2)

Government points of contact.

4. Offeror must identify specific information for each contract For each contract, as instructed in the Narrative Section.

Volume 3 – Past Performance

UNCLASSIFIED

Self Scoring Spreadsheet

Volume 3 – Past Performance (Cont’d)

UNCLASSIFIED

The Systems, Certifications, and Clearances volume must specifically contain the below information.

Self Scoring Spreadsheet:

Volume 4 – Systems, Certifications, and Clearances

UNCLASSIFIED

Cost / Price

Vanessa Knight

Office of Contract Services (OCS)

UNCLASSIFIED

Volume 6 – Cost / Price

IDIQ Contract Level

Note: No Task Order rates may exceed the IDIQ Contract proposed High rates per

Skill and CY; the maximum discount below IDIQ Contract proposed Low rates is

10% reduction (with learning curve addressed during continued performance).

UNCLASSIFIED

Volume 6 – Cost / Price (Cont’d)

Task Order Level

Note: Proposed Rates may vary by position, but are locked once awarded on the Task Order.

BREAK

UNCLASSIFIED

Small Business Programs

Dale Rainey

Small Business Office, Director

UNCLASSIFIED

NGA Small Business Programs

What’s new:

1. Small Business Set Asides

2. Small Business 8a Program

3. Mentor Protégé Program

4. NGA Small Business Personnel Security

Clearance Program

5. Out Reach

1. Small Business Events

2. Speaking Engagements

UNCLASSIFIED

Questions and Answers

Roy Hodges

Program Management Office

UNCLASSIFIED

Closing Remarks and

Way Ahead

UNCLASSIFIED

Where do we go from here?

1. Questions are due 02Feb2021.

1. Should include questions, comments, feedback and recommendations.

2. Schedule and Convene One on Ones

19JAN2021 – 05FEB2021

What do we need from you?

“I want YOU to…propose!”

End of Briefing

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