Attachment5-AcquisitionManagementAppendix.doc

Appendix 5

Acquisition Management

Acquisition Management Functional Annex

Dated: 29 Jan 2008

A. General Information.

The Deputy for Acquisition Management is the principal advisor to the Director, Missile Defense Agency (MDA) for all acquisition and contracting issues relating to the Agency’s procurements. The mission of the Deputate is to facilitate BMDS development and deployment by: establishing acquisition and contracting policies and processes, developing direction and guidance for the Ballistic Missile Defense System’s (BMDS) Elements, assessing performance by Agency program managers against program direction and guidance; developing an acquisition workforce with proper knowledge, skills and abilities to meet mission needs; and providing acquisition support through all phases of the acquisition cycle. The Deputate is organized into four Directorates: Acquisition, Policy, Planning, and Assessment Directorate; Contracting Directorate; Small Business Directorate; and Program Element Management Directorate.

The Agency acquisition management activity consists of a streamlined Headquarters staff with functional matrix support teams in both the National Capital Region (NCR) and geographically separated product centers. Specific functional responsibilities are:

· Provide acquisition expertise in support of the Deputy for Acquisition Management as principal advisor to the Director and senior staff on acquisition authorization, assessment, oversight, and assistance.

· Provide acquisition expertise in support of the Element Program Managers and their respective Acquisition Management Functional Leaders in the execution of the acquisition management function.

· Provide acquisition expertise responsible for preparing analyses, and providing advice, and recommendations to MDA Executive Leaders, BMDS Element Directors/Program Managers and staff members, and ad hoc special teams formed to provide expeditious resolution of programmatic problems.

· Provide acquisition expertise to support the development of acquisition policy, plans, processes, procedures, and guidance for MDA procurements.

· Provide acquisition expertise to support the development and maintenance of the MDA Acquisition Management organization and workforce.

This annex also contains information on an emerging functional area, Logistics Management. We expect that a Deputy for Logistics will be established. When it happens, contractor service support for the Deputy for Logistics will be acquired through the MiDAESS acquisition process.

The Deputy for Acquisition Management will oversee the MDA-wide use of Acquisition and Technical Advisory Services. Area 3 includes those requirements.

The MiDAESS contract services support contracts are the vehicles the Deputate uses in obtaining expertise in acquisition management support. Task orders awarded under one or more of these contracts delineate specific task instructions and project requirements.

Support to the Acquisition Management function divided into three principal areas:

Area 1: Acquisition Management

Area 2: Logistics Management Area 3: Acquisition and Technical Advisory Services The statements of work and related information for each of the areas is provided below.

Area 1

Acquisition Management 1.A. General Information - (Area 1) Acquisition Management.

Reserved.

1.B. Statement of Work - (Area 1) Acquisition Management.

Acquisition Management

1C. Estimated Man-year Equivalents (MYEs)/Performance Locations - (Area 1) Acquisition Management.

The first chart shows the total MYEs by location in October 2008 and October 2010. We are providing you this information to show you MYEs in place under current contracts and a future look based upon workforce migration from the NCR to Huntsville due to Base Realignment and Closure (BRAC) activities. Contractor personnel remaining in the NCR will move from the Navy Annex to Fort Belvoir, VA when facilities become available.

MYEs by Location with Anticipated BRAC Adjustments

Sample Skill Mix*

Total

* Position/skill category descriptions and/or definitions have not been provided.

1.D. Deliverables/General Work Products - (Area 1) Acquisition Management.

· Transition Plan

· Management Plan

· Monthly Status Reports

· Funds and Labor Hour Expenditure Reports

· Drafts of Executive-level decision memoranda and guidance letters

· Presentation and Briefing Materials

· Reports and Studies

This Draft RFP provides Contract Data Requirements List (CDRL) submittals common to all MiDAESS contracts. Specialized or tailored CDRL items will be included in final requests for proposal (RFPs) for each functional annex/area.

1.E. Anticipated Contract Awards - (Area 1) Acquisition Management.

We anticipate a minimum of two small business set-aside contract awards to support Acquisition Management. Each selected contractor must be capable of performing all of the tasks provided in the Statement of Work at all of the locations listed in this annex.

We may not award the total anticipated MYEs with the first set of task orders. Rather, we will determine the number of MYEs awarded on the first set of task orders based upon on-going manpower reviews and an analysis of existing contracts transitioning into the MiDAESS program. We anticipate the MYEs on the first set of task orders to total approximately 220 MYEs.

We will award a nearly equal share of available MYEs with the first set of task orders to each contract recipient. We will award subsequent task orders based on evaluation criteria such as cost and ongoing performance as explained in the Draft Request for Proposal (DRFP), the final RFP and contract for Acquisition Management and subsequent task order specific RFPs.

1.F. Small Business - (Area 1) Acquisition Management.

The applicable NAICS Code is 541330 and Size Standard is $25 million annual revenue for tasks in the “Statement of Work—Acquisition Management.”

1.G. Security Requirements - (Area 1) Acquisition Management.

We require a minimum of SECRET security clearance for all employees. At contract award we require a minimum of one TOP SECRET security clearance with a final TOP SECRET clearance requirement of 30 when the initial 220 MYEs are awarded.

1.H. Travel Requirements - (Area 1) Acquisition Management.

Contractor employees should expect to travel approximately 10% to 25% of their time to various locations for support to meetings, reviews, conferences and other acquisition-related activities.

1.I. Government Furnished Information/Equipment/Support. - (Area 1) Acquisition Management.

MDA will provide access to MDA facilities as required, including on-site work stations with computers and telephones

· Access to Planning, Programming, Budgeting, and Execution System (PPBES) information

· Government laptops and Blackberries may be provided on a need-justified basis

1.J. Unique Source Selection Criteria - (Area 1) Acquisition Management.

This DRFP includes source selection criteria we will use for the Acquisition Management solicitation.

The final RFP will include a Sample Problem specific to acquisition management as a technical evaluation criteria. Below is a sample problem representative of the problem you will see in the final RFP.

Acquisition Management Sample Problem: Assume that your team is supporting the program manager of a new program to develop and field an air launched hit-to-kill interceptor. The program manager is fully involved in getting monies to undertake the program. She has asked your team to develop an acquisition strategy for her to present to the Agency’s Acquisition Strategy Panel. Describe the steps you would take to develop that acquisition strategy under a capability-based acquisition approach. Assuming that there are multiple sources who can do this work what strategy would you select and why.

1.K. Organizational Conflict of Interest - (Area 1) Acquisition Management.

The MDA Director relies on the Deputy for Acquisition Management to provide unbiased analysis, judgment and recommendations for action. The potential for conflicts of interest, whether real or perceived, is significant for those prime and subcontractors providing support to the Deputy for Acquisition Management and also providing support elsewhere in the Missile Defense Agency. Careful analysis of conflicts of interest must be accomplished by each offeror. We will allow both prime and subcontractors to accomplish this work only after the Contracting Officer approves a thorough and comprehensive mitigation plan that ensures your work remains independent of other program work. See Section H, Clause H-08, Organizational Conflicts of Interest (OCI) (January 2008), for additional guidance.

Area 2 Emerging Functional Area: Logistics Management We are providing the following for informational purposes only. A Deputy for Logistics does not exist in MDA at this time. However, we expect that a Deputy for Logistics will be established. We are providing the information below for planning purposes. When the Deputy for Logistics is established, we will acquire contractor service support through the MiDAESS acquisition process.

2.A. General Information – (Area 2) Logistics Management.

The Deputy for Acquisition Management will also serve as the initial Deputy for Logistics. The Deputy for Logistics will be the principal advisor to the MDA Director for all logistics management issues relating to the Agency’s procurements. Although the mission of the Logistics Deputate has not been fully defined, we anticipate it will facilitate the integration of logistics across the many Elements / Components of the BMDS.

The MiDAESS contractor services support contracts are the vehicles a Logistics Deputate will use in obtaining expertise in logistics management support. Task orders awarded under one or more of these contracts will delineate specific task instructions and project requirements.

The Agency logistics activity will be led by a Headquarters staff with functional matrix support teams in both the National Capital Region and geographically separated product centers. Specific functional responsibilities are:

· Provide logistics expertise in support of the Deputy for Logistics as principal advisor to the Director and senior staff on acquisition authorization, assessment, oversight, and assistance.

· Provide logistics expertise in support of the Element Program Managers and their respective Logistics Functional Leaders in the execution of the logistics function.

· Provide support for the planning and execution of Integrated Logistics Support (ILS) to the BMDS system, components, and MDA program elements. ILS support shall be provided to MDA and MDA program elements during all applicable program phases (e.g. R&D, design, “production”, test, fielding, sustainment and end of life). The ILS support shall include support for logistics management, operational logistics and sustainment logistics. Integrated logistics support (ILS) elements requiring support to MDA and MDA program elements are: 1. Maintenance Planning, 2. Support and Test Equipment, 3. Facilities, 4. Design Interface, 5. Manpower and Personnel, 6. Training and Training Systems, 7. Computer Resource Support, 8. Supply Support, 9. Packaging, Handling, Storage and Transportation, 10. Technical Data.

· Provide logistics expertise to support the development of logistic policy, plans, processes, procedures, and guidance for MDA procurements.

· Provide logistics expertise to support the development and maintenance of the MDA Logistics organization and workforce.

2.B. Statement of Work – (Area 2) Logistics Management.

Logistics Support

2.C. Estimated Man-year Equivalents (MYEs)/Performance Locations – (Area 2) Logistics Management.

This chart shows the anticipated total MYEs by location in October 2008 and October 2010. We are providing you this information to show you MYEs in place under current contracts and a look into the near future. This workforce is not expected to shift significantly in locale because of Base Realignment and Closure except the pending move within the NCR from the Navy Annex to Fort Belvoir, VA.

MYEs by Location with Anticipated BRAC Adjustments

Sample Skill Mix*

Total

2.D. Deliverables/General Work Products – (Area 2) Logistics Management.

Reserved.

2.E. Anticipated Contract Awards – (Area 2) Logistics Management.

Reserved.

2.F. Small Business – (Area 2) Logistics Management.

The applicable NAICS Code is 541614 and Size Standard is $6.5 million annual revenue for the “Statement of Work—Logistics Support.”

2.G. Security Requirements – (Area 2) Logistics Management.

We require a minimum of SECRET and NATO SECRET security clearance for all employees. At contract award we require a minimum of one TOP SECRET security clearance with a final TOP SECRET clearance requirement of 13 when all 60 MYEs are awarded.

2.H. Travel Requirements – (Area 2) Logistics Management.

Contractor employees should expect to travel approximately 10% to 25% of their time to various locations for support to meetings, reviews, conferences and other acquisition-related activities.

2.I. Government Furnished Information/Equipment/Support – (Area 2) Logistics Management.

· MDA will provide access to MDA facilities as required, including on-site work stations with computers and telephones

· Access to Planning, Programming, Budgeting, and Execution System (PPBES) information

· Government laptops and Blackberries may be provided on a need-justified basis

2.J. Unique Source Selection Criteria – (Area 2) Logistics Management.

This DRFP includes source selection criteria we will use for the Logistics Management solicitation.

The final RFP will include a Sample Problem specific to Logistics Management. Below is a sample problem representative of the problem you will see in the final RFP.

Logistics Management Sample Problem: Assume that your team is providing logistics management support to a new program to develop an air-launched hit-to-kill interceptor. The carrier platforms for the interceptor will be the F-15E (Air Force) and F-18 E/F (Navy). Describe the specific tasks that you would accomplish to fulfill that role during all phases of the program. Include how you would interface with the Services, how you would develop the logistical requirements, how you would work with and incentivize the contractor(s), how you would derive the support concept and what would be your interface with the testing community.

2.K. Organizational Conflict of Interest - (Area 2) Logistics Management.

The MDA Director relies on the Deputy for Acquisition Management to provide unbiased analysis, judgment and recommendations for action. The potential for conflicts of interest, whether real or perceived, is significant for those prime and subcontractors providing support to the Deputy for Acquisition Management and also providing support elsewhere in the Missile Defense Agency. Careful analysis of conflicts of interest must be accomplished by each offeror. We will allow both prime and subcontractors to accomplish this work only after the Contracting Officer approves a thorough and comprehensive mitigation plan that ensures your work remains independent of other program work. See Section H, Clause H-08, Organizational Conflicts of Interest (OCI) (January 2008), for additional guidance.

Area 3

Acquisition and Technical Advisory Services

3.A. General Information – (Area 3) Acquisition and Technical Advisory Services.

The MDA Deputy for Acquisition Management is responsible for obtaining approval for and reporting the use of Acquisition and Technical Advisory Services Agency-wide. Acquisition and Technical Advisory Services is also known as "Graybeards".

Graybeards are defined by the MDA as: “Individuals recognized in their field as an eminent authority and used either in a paid or unpaid advisory capacity or assigned to special tasks, boards, or independent assessments by senior MDA representatives on a temporary and/or intermittent basis.”

Acquisition and Technical Advisory Services provide independent assessments and provide direct feedback to MDA leadership. We do not envision full-time contractor employees. Rather, this is a service to provide senior, experienced personnel on an as-needed basis.

3.B. Statement of Work – (Area 3) Acquisition and Technical Advisory Services.

Acquisition and Technical Advisory Services

3.C. Estimated Man-year Equivalents (MYEs)/Performance Locations – (Area 3) Acquisition and Technical Advisory Services.

We anticipate no full-time MYEs other than that required to manage the identification of acquisition and technical experts needed in response to task orders for independent assessments. The work performed under the task orders could be at any of the MDA operating locations or at defense contractor facilities where MDA does business.

Sample Skill Mix*

Total

TBD

3.D. Deliverables/General Work Products – (Area 3) Acquisition and Technical Advisory Services.

· Transition Plan

· Management Plan

· Monthly Status Reports

· Funds and Labor Hour Expenditure Reports

· Drafts of Executive-level decision memoranda and guidance letters

· Presentation and Briefing Materials

· Technical Reports and Studies

This Draft RFP provides Contract Data Requirements List (CDRL) submittals common to all MiDAESS contracts. Specialized or tailored CDRL items will be included in final requests for proposal (RFPs) for each functional annex/area.

3.E. Anticipated Contract Awards – (Area 3) Acquisition and Technical Advisory Services.

We anticipate a minimum of two small business set-aside contract awards to support Acquisition and Technical Advisory Services. Each selected contractor must be capable of performing all of the tasks provided in the statement of work at all MDA locations and those of defense contractors where MDA does business.

We will award task orders on an as-needed basis for assessments. We will award a nearly equal share of available MYEs with the first set of task orders to each contract recipient. We will award subsequent task orders based on evaluation criteria such as cost and ongoing performance as explained in the Draft Request for Proposal (DRFP), the final RFP and contract for Acquisition and Technical Advisory Services and subsequent task order specific RFPs.

3.F. Small Business – (Area 3) Acquisition and Technical Advisory Services.

The applicable NAICS Code is 541330 and Size Standard is $25 million annual revenue for the “Statement of Work—Acquisition and Technical Advisory Services.”

3.G. Security Requirements – (Area 3) Acquisition and Technical Advisory Services.

We require a minimum of SECRET security clearance for all contractor advisors. We will require a TOP SECRET clearance, depending on the subject, for many of the assessments.

3.H. Travel Requirements – (Area 3) Acquisition and Technical Advisory Services.

Contractor employees should expect to travel approximately 10% to 25% of their time to various locations for support to meetings, reviews, conferences and other acquisition-related activities.

3.I. Government Furnished Information/Equipment/Support – (Area 3) Acquisition and Technical Advisory Services.

· MDA will provide access to MDA facilities as required

· Access to Planning, Programming, Budgeting, and Execution System (PPBES) information

· Reports and briefings to supplement background knowledge on assigned projects 3.J. Unique Source Selection Criteria – (Area 3) Acquisition and Technical Advisory Services.

This DRFP includes source selection criteria we will use for the Acquisition and Technical Advisory Services solicitation.

3.K. Organizational Conflict of Interest - (Area 3) Acquisition and Technical Advisory Services.

The MDA Director relies on the Deputy for Acquisition Management to provide unbiased analysis, judgment and recommendations for action. The potential for conflicts of interest, whether real or perceived, is significant for those prime and subcontractors providing support to the Deputy for Acquisition Management and also providing support elsewhere in the Missile Defense Agency. Careful analysis of conflicts of interest must be accomplished by each offeror. We will allow both prime and subcontractors to accomplish this work only after the Contracting Officer approves a thorough and comprehensive mitigation plan that ensures your work remains independent of other program work. See Section H, Clause H-08, Organizational Conflicts of Interest (OCI) (January 2008), for additional guidance.