Final_Solicitation_PDF.pdf

SEE ADDENDUM

(No Collect Calls)

HQ0034-14-Q-0015 18-Aug-2014

b. TELEPHONE NUMBER

703-545-0595

8. OFFER DUE DATE/LOCAL TIME

03:00 PM 12 Sep 2014

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

HQ00349. ISSUED BY

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

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

ELIZABETH A. HARRINGTON

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

(TYPE OR PRINT)

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

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

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

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

HQ000545920140520

ARE NOT ATTACHED

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

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED ORX

SMALL BUSINESS

WOMEN-OWNED SMALL

BUSINESS (WOSB)

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

WHS - ACQUISITION DIRECTORATE

1155 DEFENSE PENTAGON

WASHINGTON DC 20301-1155

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL BUSINESS

(EDWOSB)

SIZE STANDARD:

NAICS:

541910

OFFER DATED

29. AWARD OF CONTRACT: REF.

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

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

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

24.22.21.19.

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

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

REPRESENTATIVE

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

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

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

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 6 Months DIA Procedural Manual

FFP

Non-personnel services contract to provide research, writing, editing and graphic design.

PURCHASE REQUEST NUMBER: HQ000545920140520

NET AMT

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

000101 Funding for CLIN 0001

FFP

PURCHASE REQUEST NUMBER: HQ000545920140520

NET AMT

INSTRUCTIONS TO OFFERORS

INSTRUCTIONS TO VENDORS/EVALUATION FACTORS

WHS-AD

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in FAR Subpart 12.6, and under the authority of Subpart 13.5, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation;

quotations are being requested and a hard copy solicitation will not be issued. Offerors will be notified of any and all applicable amendments to this solicitation electronically through FedBizOpps.

The solicitation number is HQ0034-14-Q-0015. This combined synopsis/solicitation document and incorporates provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2005-74 dated 1 July 2014.

The Washington Headquarters Service, Acquisition Directorate (WHS/AD), Department of Defense, 1155 Defense Pentagon, Washington, DC 20301, intends to contract for Defense Industry Adjustment (DIA) Procedural Manual support for Office of Economic Adjustment (OEA).

The Government anticipates awarding one firm fixed price order for this requirement, with one 6 month base period. The evaluation factors are as listed below in 52.212-2, “EVALUATION--

COMMERCIAL ITEMS (JAN 1999)”.

52.212-1 INSTRUCTIONS TO OFFEROR—COMMERCIAL ITEMS (FEB 2012) “ADDENDUM”

1. GENERAL

a. The WHS/AD Department of Defense, on behalf of Office of Economic Adjustment, intends to contract for “Defense Industry Adjustment Procedural Manual” support.

b. This contract will be awarded as a Firm Fixed Price (FFP). Please refer to attached Performance Work Statement (PWS) and all attached documents (see this clause paragraph 3, “EXHIBIT/ATTACHMENT TABLE OF CONTENTS” . The Period of Performance will be a 6-month base period.

c. Proposal Submission: Offerors shall submit their proposals electronically (emailed) as attachments. Offerors shall e-mail proposals to Ms. Elizabeth Harrington at elizabeth.a.harrington43.civ@mail.mil. Offerors are responsible for verifying receipt of their quotations. All responsible sources interested in responding to this RFQ must submit their proposal NO LATER THAN proposal due date listed below. Quotations submitted later than the above due date and time will not be eligible for evaluation nor award

Quotation due date: September 12, 2014 3:00 PM EDT,.

d. In the emailed proposal, the subject line should list the solicitation number, HQ0034-14-Q-0015, and the title “Defense Industry Adjustment Procedural Manual Support”. Text and graphics portions of the electronic copies shall be in a format readable by Adobe (.PDF), MS Word. Data submitted in spreadsheet format shall be readable by, MS Excel or Adobe (.PDF).

e. Offerors quote must address the requirements listed in the PWS. In order to maximize efficiency and ensure fairness during the proposal evaluation process, all Offerors must comply with the following instructions for proposal format and content. The Offeror shall submit documentation illustrating its approach for satisfying the requirements of this solicitation. Proposals must be clear, coherent, and prepared in sufficient detail for effective evaluation of the Offeror’s proposal against the evaluation criteria.

f. In order to be considered for award, Offerors must be actively registered with the System for Award Management (SAM) which is the Official U.S. Government system that consolidated the capabilities of CCR/FedReg, ORCA, and EPLS. There is NO fee to register for this site. Entities may register at: www.sam.gov. User guides and webinars are available under the Help tab.

g. The Government intends to award without discussions, but reserves the right to conduct discussions if determined to be in the Government’s best interest. Therefore, the vendor’s initial quotation should contain the best terms from a pricing and technical standpoint.

h. Solicitation Questions- Any questions regarding the solicitation will be due on August 22, 2014. Please email your questions to Elizabeth Harrington at elizabeth.a.harrington43.civ@mail.mil. Answers to the questions will be posted on FBO, August 28, 2014.

2. PROPOSAL VOLUMES REQUIREMENTS

a. The proposal shall be accompanied by a cover letter (letter of transmittal) prepared on the company’s letterhead.

The cover letter (letter of transmittal) shall identify all enclosures being transmitted and shall be used only to transmit the proposal and shall include no other information. In addition, it shall clearly state the length of proposal validity, which shall be at least 90 days.

b. Quotations shall include and be submitted in two (2) separate volumes. Both volumes shall be submitted separately as attachments, but in one email submission. As described in Table 1 below, Volume I will include Submissions for Factors 1-3, and the Volume II will include Pricing (with Price breakdown including all proposed labor categories and the associated hours and rates). Pricing information shall be addressed ONLY in the Price Proposal. The cover page shall include the RFQ number, date of submittal, the vendor’s name, address, CAGE code, TIN, POC name, phone, and email.

c. Text shall be single-spaced, on 8 1/2 x 11 inch paper, with minimum one-inch margins on all sides and minimum 12-point font. Text and graphics shall be in a format readable by Adobe PDF, Microsoft Word, PowerPoint or Excel. Note: There is a 15 MB limit for email submissions.

Table 1 listed below further describes the information that shall be provided with the proposal

Table. 1

Volume I Administrative & Technical Contents Page Limitation

Cover page (see para b.) 1 page maximum Factor 1 – Technical Approach 5 pages maximum Factor 2- Past Performance 5 pages maximum Factor 3 – Key Personnel 3 pages maximum

Volume II Price

Contents Page Limitation Factor 4 – Price (with Price breakdown including all proposed labor categories and the associated hours and rates). Pricing information shall be addressed ONLY in the Price Proposal.

No page limitations mailto:elizabeth.a.harrington43.civ@mail.mil

1. SUBMISSION REQUIREMENTS:

Factor 1 – Technical Capability and Approach (Maximum 5 pages) Describe your technical approach for meeting PWS requirements. The Technical Capabilities and Approach submission must clearly address each of the items of required information in separately numbered sections. The submission shall be sufficiently complete to demonstrate how the Offeror will comply with Government tasking and requirements throughout the performance period. Clarity, completeness and conciseness are essential.

Include a description of the following:

a) Creation of electronic versions (both pdf and Microsoft Word) of one (1) 25-45 page, camera-ready publications in accordance with government printing regulations and procedures. The capability to draft original research, writing, and graphic design in developing publications.

b) Collect, catalog and digest the material provided by the Office of Economic Adjustment (OEA) as well as other Federal partners. Based on the short time frame of the period of performance and required coordination of the project with multiple federal agencies with business locations in Washington, D.C, the offeror must be available for in-person meetings at locations within the National Capital Region (NCR) within two (2) hours notification.

c) The submission should also demonstrate depth in areas of knowledge in the following areas: Project management, Group Facilitation, Local economic development practice, Federal economic development practice, federal workforce development practice, capital formation, and defense manufacturing and industrial base policy.

Factor 2 – Past Performance (Maximum 2 pages) Past performance is a measure of the degree to which the Offeror satisfied its customers in the past and complied with Federal, State, and local laws and regulations, as identified as the Prime Contractor or direct employee or consultant.

The offeror shall provide information on up to three “recent” and “relevant” contracts performed identifying the office that oversaw the contract or where the work was performed, name and contact information for the contracting office representative or supervisor, a brief description of the type of work performed, and the dates the contract was performed or the position was held. Recent means contracts performed or completed within three (3) years from the quotation due date. For contracts that are currently being performed, the contractor must have performed at least six months of service for the contract to be considered. Relevant means similar in size, scope, and complexity to the solicited work.

The Offeror shall provide Past Performance Questionnaires (PPQ) to its customer references and instruct them to email the completed Questionnaires directly to the Contract Specialist for evaluation. The Past Performance Questionnaires is included as an attachment to this synopsis. Questionnaires must be submitted to the Contract Specialist by the date and time indicated in 52.212-1 INSTRUCTIONS TO OFFEROR—COMMERCIAL ITEMS (April 2014) “ADDENDUM”.

Factor 3- Key Personnel (Maximum 3 pages) As described in the PWS, the Senior Program Manager, or similarly qualified position, is considered key personnel.

Provide a resume demonstrates the required experience in economic development, DoD's Base Realignment and Closure (BRAC), and Defense Industry Adjustment (DIA) process work. This key personnel shall be the subject matter expert essential in to ensure PWS requirements are satisfied.

Factor 4 – Price (Maximum 1 page) The offeror shall submit a Price proposal on a MS Excel spreadsheet (with working calculations) displaying 1) the total price for the base period, 2) the unit price (amount or total price divided by 6) and 3) a detailed estimate plan that identifies all proposed labor categories and associated hours and rates, as well as any other direct costs.

Submissions should reflect a clear understanding of the requirements. Significant discounts are strongly encouraged and shall be identified in the vendor’s price quote.

(End of Provision)

52.212-2 EVALUATION--COMMERCIAL ITEMS (JAN 1999)

(a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered.

The following factors shall be used to evaluate offers:

Factor 1- Technical Capability and Approach Factor 2- Past Performance Factor 3- Key Personnel Factor 4- Price

1) BASIS FOR CONTRACT AWARD

Unless all offers are rejected, award will be made to the responsible offeror whose offer, conforming to the solicitation, is determined to be the best overall value, price and other factors considered. In determining the best overall response, the combined non-price factors are more important than the cost/price factor; however, price is a significant factor. The Government may select for award the offeror whose price is not necessarily the lowest, but whose technical proposal is more advantageous to the Government and warrants the additional cost.

Offerors must satisfy the requirements described in the performance criteria, as well as other RFQ requirements.

Offers that take exception to any performance criteria may be determined to be unacceptable.

2) EVALUATION FACTORS

The evaluation will be based on a complete assessment of the Offeror’s proposal. Proposals shall be evaluated on the following factors listed in descending order of importance.

Factor 1- Technical Capability and Approach Factor 2- Past Performance Factor 3- Key Personnel Factor 4- Price

a. Factor 1 (Technical Capabilities and Approach)

The Government will evaluate the adequacy of the Offeror’s approach, completeness and understanding of the requirements specified in the solicitation and all attached documents, including the Performance Work Statement (PWS), as demonstrated by the proposed technical capabilities and approach, including knowledge of the program mission, objectives, work requirements, and potential challenges which may occur as a result of performing the work; and the inherent risk and mitigation strategies in achieving the objectives. The evaluation will also consider the in-depth areas of knowledge demonstrated in the following areas: Project management, Group Facilitation, Local economic development practice, Federal economic development practice, federal workforce development practice, capital formation, and defense manufacturing and industrial base policy.

Factor 2 (Past Performance)- The Government shall evaluate recent and relevant performance information on contractors based on the contract information provided by the contractor and Questionnaires received directly from the customers. For contracts that are currently being performed, the contractor must have performed at least six months of service for the contract to be considered. Relevant means similar in size, scope, and complexity to the solicited work. The past performance evaluation will assess the offeror’s past performance in areas such as customer satisfaction, leadership, adherence to cost, schedule and performance baselines, and problem resolution.

The Government may also use other information available from other sources that may include Federal, State and local Government agencies, Better Business Bureaus, published media, and electronic databases to evaluate an Offeror’s past performance. Databases such as “Past Performance Information Retrieval System (PPIRS)”, or other past performance assessment tools may be used. The Government may include firsthand experience of the evaluators with the Offerors in this evaluation. The Government reserves the right to limit or expand the number of references it decides to contact and to contact references other than those provided by the Offeror.

NOTE:. The offeror will have an opportunity to address the adverse past performance information, if any is received.

Factor 3 (Key Personnel) The Government will assess the proposed key personnel position to resume to determine if the personnel identified have the necessary minimum requirements as described by the PWS Senior Program Manager qualifications.

Factor 4 (Price) The price evaluation will be performed to determine 1) if the proposed price reflects a clear understanding of the requirements and 2) price reasonable in accordance with FAR Part 12.209.

A request for a price discount in accordance with FAR 8.405-4 does not constitute a quotation revision.

3) RATING METHODS

a. FACTOR 1: Technical Capabilities and Approach.

The Evaluation Process for Factor 1 is specified below. The rating reflects the degree to which the proposed approach meets or does not meet the minimum performance or capability requirements through an assessment of the details, and strengths, weaknesses, deficiencies, and risks (see paragraph e. for definitions) of a proposal.

The combined technical/risk rating below includes consideration of risk in conjunction with the attributes, strengths, weaknesses, and deficiencies in determining technical ratings. Combined technical/risk evaluations shall utilize the combined technical/risk ratings listed in Table 1.

Factor 1: Technical Ratings:

TABLE 1 - TECHNICAL RATINGS

Outstanding Quotation meets requirements and indicates an exceptional approach and understanding of the requirements. Strengths far outweigh any weaknesses.

Risk of unsuccessful performance is very low.

Good Quotation meets requirements and indicates a thorough approach and understanding of the requirements. Quotation contains strengths which outweigh any weaknesses. Risk of unsuccessful performance is low.

Acceptable Quotation meets requirements and indicates an adequate approach and understanding of the requirements. Strengths and weaknesses are offsetting or will have little or no impact on contract performance. Risk of unsuccessful performance is no worse than moderate.

Marginal* Quotation does not clearly meet requirements and has not demonstrated an adequate approach and understanding of the requirements. The quotation has one or more weaknesses which are not offset by strengths. Risk of unsuccessful performance is significant.

Unacceptable* Quotation does not meet requirements and contains one or more deficiencies.

Risk of unsuccessful performance is high.

*NOTE: If an offeror is determined “marginal” or “unacceptable” under Factor 1 – Technical Approach & Capability, they will not be considered for award.

b. FACTOR 2: PAST PERFORMANCE. The Past Performance evaluation process is specified below. The past performance evaluation results in an assessment of the offeror’s probability of meeting the solicitation requirements.

The past performance evaluation considers each offeror's demonstrated recent and relevant record of performance in supplying products and services that meet the contract’s requirements. Once performance confidence assessment rating is assigned for each offeror after evaluating the offeror's recent past performance, focusing on performance that is relevant to the contract requirements.

There are two aspects to the past performance evaluation.

Step 1 - The first aspect is to evaluate the offeror’s past performance to determine how relevant a recent effort accomplished by the offeror is to the effort to be acquired through the evaluation (defined in Table 2). Common aspects of relevancy include similarity of service/support, complexity, dollar value, contract type, and degree of subcontract/teaming.

TABLE 2- PAST PERFORMANCE RELEVANCE RATINGS

Relevant Present/past performance effort involved similar scope, expertise, and magnitude of effort and complexities this solicitation requires.

Somewhat Relevant Present/past performance effort involved similar scope, expertise, and magnitude of effort and complexities this solicitation requires.

Not Relevant Present/past performance effort involved similar scope, expertise, and magnitude of effort and complexities this solicitation requires.

Step 2 - The second aspect of the past performance evaluation is to determine how well the contractor is expected to perform on the current effort. The past performance information collected will be evaluated to determine the quality and usefulness as it applies to performance confidence assessment. In conducting a performance confidence assessment, each offeror shall be assigned one of the ratings in Table 3.

TABLE 3- PERFORMANCE CONFIDENCE RATINGS

Substantial Confidence

Based on the offeror’s recent/relevant performance record, the Government has a high expectation that the offeror will successfully perform the required effort.

Satisfactory Confidence

Based on the offeror’s recent/relevant performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort.

Limited Confidence Based on the offeror’s recent/relevant performance record, the Government has a low expectation that the offeror will successfully perform the required effort.

No Confidence Based on the offeror’s recent/relevant performance record, the Government has no expectation that the offeror will be able to successfully perform the required effort.

Unknown Confidence (Neutral)

No recent/relevant performance record is available or the offeror’s performance record is so sparse that no meaningful confidence assessment rating can be reasonably assigned.

c. FACTOR 3: KEY PERSONNEL. The KEY PERSONNEL evaluation will determine if the proposed key personnel meets the minimal qualification requirements and shall be assigned one of the rating specified in Table 4.

TABLE 4- KEY PERSONNEL RATING

Acceptable Personnel identified meets the requirements set forth in the description for Senior Program Manager according to the PWS.

Unacceptable Personnel identified does not meet the requirement set forth in the description for the Senior Program Manager according to the PWS.

d. FACTOR 3 – PRICE. Price does not receive a rating. In accordance with FAR Part 12.209, the Government will evaluate whether the proposed price is fair and reasonable. If an offeror price is not found to be fair and reasonable, the offeror will not be eligible for award. The total evaluated price is for the performance period of six (6) months.

A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party.

Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

e. Ratings Definitions

The following evaluation definitions are provided to assist the evaluator(s):

Deficiency: A material failure of a quotation to meet a Government requirement or a combination of significant weaknesses in a quotation that increases the risk of unsuccessful contract performance to an unacceptable level.

Weakness: A flaw in the quotation that increases the risk of unsuccessful contract performance. A significant weakness in the quotation is a flaw that appreciably increases the risk of unsuccessful contract performance.

Strength: A proposed method or technique in the quotation that exceeds the solicitation requirements.

(End of provision)

PERFORMANCE WORK STATEMENT

Office of Economic Adjustment Defense Industry Adjustment Procedural Manual

1. GENERAL: This is a non-personnel services contract to provide research, writing, editing and graphic design for one (1) camera-ready, 25-45 page publication for the Office of Economic Adjustment (OEA), U.S. Department of Defense (DoD). The Government shall not exercise any supervision or control over sub-contractors performing the services herein. Sub-contractors shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1. BACKGROUND: The Office of Economic Adjustment is the agency within the Department of Defense which supports communities responding to defense program changes at a local level. It is best known as the DoD agency which implements decisions of the Base Realignment and Closure (BRAC) Commission at a community level. However, OEA also has a “Defense Industry Adjustment” business line which provides support to communities that have been directly and significantly impacted by: the cancellation or termination of a DoD contract or the failure to proceed with an approved major weapon system program; a publicly announced, planned major reduction in DoD spending that would directly and adversely affect a community; or, the closure or the significantly reduced operations of a defense facility as the result of a merger, acquisition, or consolidation of the defense contractor operating the defense facility. States and communities that have been significantly impacted by reductions or cancellations in DoD programs can request OEA assistance to: organize themselves; plan strategies; and, carry out local adjustment strategies through public-private ventures.

When community requests assistance under the DIA program, a Project Manager is assigned to the community to provide technical assistance in structuring a grant application, and developing an overall response strategy. The Project Manager is expected to be an expert in economic development and familiar with general principles of project management. Yet DIA is also a unique are of economic development practice which requires a specialized skill set.

This skill set is usually developed through experience with actual projects. In the past this experience was gained through senior OEA project managers taking more junior staff for site visits to communities with an OEA-funded DIA project. Due to the nature of the current OEA workforce, as well as external factors beyond OEA control, this will no longer be possible. This situation occurs at the exact time OEA has seen funding increased for this business line due to expected cuts in DoD procurement which will impact communities.

OEA expects to see significant turnover in its entire workforce in the next two years, and especially in the DIA business line. This means that at the very moment there will be increased demand for the DIA program, OEA is likely to have a lack of expertise in this business line. To correct that situation, OEA must being to develop internal training products to ensure that its DIA team members are familiar with the most effective project design principles for communities facing reductions in defense manufacturing and technical services jobs. OEA requires a publication which will inform its project managers on how to quickly assess a community’s needs, understand basic archetypes in economic recovery project design, and then recommend the best approaches for communities from a menu of programs available at federal, state, and local levels.

1.2. SCOPE OF WORK:

The Contractor shall provide qualified personnel, services, materials, equipment, supplies and facilities necessary to deliver electronic versions (both .pdf and Microsoft Word) of one (1) 25-45 page, camera-ready publications in accordance with government printing regulations and procedures. The contractor will not print the document in quantity. While the exact page count is open to negotiation, anything much shorter than 45 pages is likely to not address necessary topics in some detail. Anything longer than 45 pages will most likely not be a valuable quick field guide to local project development.

The Contractor will also provide one (1) 10-15 slide PowerPoint briefing which summarizes the key principles and data in the larger document.

Much of the raw material for this publication exists. However it exists in a variety of forms (PowerPoint slides, hard copy documents, web sites, Microsoft Office suite files, etc.) and much of it is outdated. Therefore, the vendor will have to collect, catalog and digest the material provided by OEA, conduct staff interviews to determine how OEA PMs approach DIA projects, view the scope of current economic development practice in order to see how OEA’s approach matches the industry standard and, where necessary, make recommendations on how OEA’s approach might change to accommodate industry best practices. Therefore, the ideal vendor will also have some depth of knowledge in the following areas:

• Project management

• Group facilitation

• Local economic development practice

• Federal economic development practice

• Federal workforce development practice

• Capital formation

• Defense manufacturing and industrial base policy

While this is a contract to produce a publication, the government does not envision this project as a simple collection and update of existing materials. The Government expects that the Contractor will also have to perform some original research, writing, and graphic design. OEA staff will work directly with the Contractor in developing publication outlines, scope, and topic coverage. The publications should include infographics, photos, and other aids to emphasize and exhibit key points discussed in the text. These publications may include, but not necessarily be limited to, discussions of the following topics:

• Introduction o Current issues in U.S. defense budgeting o Current issues specific to defense manufacturers o DoD procurement issues o Impact of International Traffic in Arms Regulations (ITAR) compliance on defense firms o Technology transfer and commercialization issues specific to defense firms

• Initial Project Assessment o Regional economic development practices o Regional economic scenario planning o Regional asset inventories o Supply-chain mapping

• Project Management o General project management principles in PMBOK®

• Facilitation Techniques o Social network theory and practice o Best practices in public outreach and engagement

• Organizational issues o Project charter development o By-laws development o Governance structure

• Economic development programs o U.S. Department of Commerce, Economic Development Administration (EDA) economic adjustment and public works programs o Small Business Administration (SBA) programs o Small Business Innovation Research (SBIR) programs o Small Business Technology Transfer (STTR) programs o Technology-led economic development o Capital formation

• Workforce development programs o U.S. Department of Labor workforce programs o Workforce transition protocols, programs and procedures o Career ladder and lattice development o Current issues in workforce credentialing o Impact of the Workforce Investment Act (WIA) on economic transition o The role of higher education providers in economic transition

1.3. SAFETY REQUIREMENTS: The Contractor shall maintain safety and health standards compliant with requirements of the Occupational Safety and Health Administration (OSHA).

1.4. SECURITY REQUIREMENTS:

1.4.1. Neither the Contractor nor any of its sub-contractors shall disclose or cause to disseminate any information concerning operations of military activities. Such action(s) could result in violation of the contract and possible legal actions.

1.4.2. All inquiries, comments or complaints arising from any matter observed, experienced, or learned of as a result of or in connection with the performance of this contract, the resolution of which may require the dissemination of official information, shall be directed to the contracting officer representative (COR) and the contracting officer.

1.4.3. The Contractor shall only conduct business with designated government personnel listed as points of contact (POCs). Names of authorized personnel shall be provided to the Contractor by the government, in writing, and updated as necessary throughout the contract period.

1.4.4. U.S. Government records, copies of original results and reports, verified original data, corrected data, and corrected supporting final reports are maintained by the Contractor, but remain the property of the U.S. Government.

These files/results must be surrendered to the COR upon completion of the contract.

1.4.5. IDENTIFICATION OF PRIVACY ACT: Not applicable

1.5. PERFORMANCE QUALITY: The Contractor shall establish and maintain a complete Quality Control Plan (QCP) that shall ensure the requirements of the contract are provided as specified in Section 5 of the PWS. Within thirty (30) calendar days after contract award, three (3) copies of a comprehensive written QCP shall be submitted to the COR and within 5 working days when changes are made thereafter.

1.6. PHASE IN /PHASE OUT PERIOD: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, at no additional cost to the government, during the ten (10) day phase in/ phase out periods. During the phase in period, the Contractor shall become familiar with test requirements in order to commence full performance of services on the contract start date.

2. GOVERNMENT FURNISHED ITEMS AND SERVICES:

2.1. MATERIALS:

2.1.1. The Government will provide examples of the publications which are to be researched, updated, re-written, condensed, and re-designed. These are listed as Technical Exhibits in Section 7.0.

2.2. FACILITIES: Not applicable

2.3. GOVERNMENT SERVICES:

2.3.1. The Government will provide staff to work in collaboration with the contractor to assist in the development of the publication, content, layout and tone.

2.3.2. The Government will provide all documents relevant to the topic which may be used as content for the publication, or to inform the development of the publication.

2.3.3 The Government will provide some stock photography relevant to the topic which may be used as content for the publication.

3. GOVERNMENT QUALITY ASSURANCE (QA): OEA expects the project to follow the rough timeline below. There is some flexibility on exact delivery dates and OEA will work with the contractor after award to finalize the project schedule. However, the final deadline for the project is 180 Days ARO. A projected timeline for the project is below:

Contract award Day 1 Initial scoping and theme development session and with OEA Day 4 Phase In Period End Day 15 Interviews and Research Day 20 Theme/Approach and TOC approval by OEA Day 30 Initial Graphic Design Comps Completed Day 60 First Draft (in MS Word) Day 80 OEA edits Day 80-100 Initial infographics design completed Day 100 Interim Review Session with OEA Day 105 Final Graphic Design completed Day 120 Second Draft Day 140 OEA revisions to second draft Day 140-150 Revision period closed Day 150 PowerPoint summary briefs delivered Day 160 Final Review and Publication Accepted Day 180

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.1. PERSONNEL QUALIFICATIONS: While determination of exact personnel to accomplish the project is at the discretion of the contractor, the government is generally seeking the following qualifications:

4.1.1. Senior Project Manager: Bachelor’s degree (Masters or PhD preferred) in economics, business administration, public administration, finance, government, labor relations, or urban/regional planning; 10-20 years of experience in public workforce investment systems, economic development programs, small business and/or entrepreneurship programs at the federal, state and local level. Previous experience with Federal clients is preferred.

4.1.2. Graphic Designer: Bachelor’s degree in art, computer science, computer programming, or web design, ; 4- 7 years’ experience in designing publications and/or web sites, significant experience with Adobe InDesign or QuarkXPress, and Adobe PhotoShop. While web design is not a component of this project, experience with Adobe Dreamweaver would be a plus due to the possibility of OEA using some content in a web format at a later date.

Must have experience with Federal government printing regulations and procedures.

4.1.3. Editor: Bachelor’s degree in journalism or English. Master’s degree preferred. 7-10 year’s experience editing publications of all types. Extensive experience with Federal clients is preferred.

4.1.4. Writer. Bachelor’s degree in the liberal arts field. English preferred. 3-7 year’s experience writing for a variety of publications of all types. Experience with Federal clients is preferred.

4.2. MATERIALS: The Contractor shall:

4.2.1. Furnish materials, supplies, and equipment necessary to meet the requirements for the provision of services established under the terms of this contract.

4.2.2. Furnish stock photography as needed to illustrate the publication.

4.3. EQUIPMENT: The government does not foresee the need for the contractor to provide equipment for this project beyond what the contractor may already possess.

4.4. CONTRACTOR MANPOWER REPORTING: The Contractor shall report ALL Contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the OEA DIA Procedural Manual via a secure data collection site. The Contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 01 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2013. Contractors may direct questions to the help desk at: http://www.ecmra.mil/.

5. DESCRIPTION OF WORK:

5.1. This is a professional services contract to provide a small publication of approximately 25-45 pages as previously described in Section 1.2. The publications will be provided electronically and should be formatted for ease of automated printing (i.e. “camera ready). The contractor will not print the publications in hard copy in any quantity. This will be accomplished internally using Government resources. However, the contractor may be asked to provide a small print run (≤ 5 copies) for internal staffing.

The audience for these publications is project managers assigned to the Office of Economic Adjustment. This publication may also be used to inform efforts at other Federal agencies with an economic development portfolio e.g.

Labor or Commerce.

The contractor will arrange, summarize, and edit existing materials and produce a publication which gathers all materials surrounding industry adjustment project management into one publication in an easily digestible format.

While much material for the publication exists, OEA does not envision this as a simple “cut-and-paste” project from the other materials. Some original research will be required to ensure OEA procedures capture industry best practices. The government also expects the Contractor to make recommendations as to how to best display complex information graphically using infographics, original artwork, tables, and other means.

5.2. DELIVERABLES: Please refer to Technical Exhibit A – Performance Requirements Summary (PRS) and Technical Exhibit B – Deliverables Schedule for summary and schedule of below deliverables.

5.2.1. Contractor will supply interim progress reports during the project life cycle. Government will establish schedule of reports in coordination with the contractor at the beginning of the performance period. Reports may be electronic (e.g. email).

5.2.2. Contractor will supply two (2) electronic files (both Microsoft Word and Adobe .pdf) for the publication.

Exact media for delivery will be specified at a later date; however most media storage forms (e.g. CD-ROM, USB drive, cloud storage, and email) are acceptable.

5.2.3. Contractor will provide one (1) Microsoft PowerPoint briefs in Microsoft PowerPoint format (.ppt) summarizing the content of the publication. Estimated length of each brief would be 10-15 slides (one (1) electronic file total).

5.2.4. Contractor will supply all electronic files in the final layout program (i.e. Adobe InDesign, QuarkXPress, Serif PagePlus, Scribus, etc.) associated with the publication to include .eps files, font files, .jpg files. tiff files, AI files, etc. Exact media for delivery will be specified at a later date, however most media storage forms (e.g. CD- ROM, USB drive, cloud storage, and email) are acceptable.

6. APPLICABLE REGULATIONS AND MANUALS: Not applicable.

7. ATTACHMENT/TECHNICAL EXHIBIT LIST:

7.1. ATTACHMENT 1 / TECHNICAL EXHIBIT A – Performance Requirements Summary (PRS)

7.2. ATTACHMENT 2 / TECHNICAL EXHIBIT B – Deliverables Schedule http://www.ecmra.mil/ http://www.ecmra.mil/

7.3. APPENDIX: Definitions and Acronyms

7.4 ATTACHMENT 3/ QASP

7.5 ATTACHMENT 4/ PAST PERFORMANCE QUESTIONNAIRE

Attachment 1: TECHNICAL EXHIBIT A Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard PERFORMANCE

THRESHOLD

Method of Surveillance

PRS # 1 Research and Writing The contractor shall provide original research and writing on three publications to be condensed from a larger publication. Refer to Paragraph

5.1 of PWS.

Written products address themes in original (source) publication without exception.

Writing is logical, coherent and well-structured.

No grammatical or syntactical errors in drafts or in final product. All themes and topics from source publication are addressed in some form.

Revisions are completed quickly and address the issue which occasioned the revision.

Review of drafts at various points during the project. Schedule of delivery of drafts will be determined after contract award.

PRS # 2 Graphic Design The contractor shall design and create original graphics and layout for three publications to include the use of photography relevant to the subject matter of the publications. Refer to Paragraph 5.1 of PWS.

Graphic design is pleasing to the eye, appears stylish and contemporary, and maintains a consistent theme and palette throughout the publication series. Color selection is complementary. Selected photography is thematically appropriate to the text it is illustrating.

Design is in keeping with industry best practices regarding typography, white space, color palette, original graphics, and the use of photography.

Review of drafts at various points during the project. Schedule of delivery of drafts will be determined after contract award.

PRS # 3 Reports and Briefings The contractor shall provide oral and written reports and presentations on the project to inform management of the status of the project. Refer to Paragraph 5.2.1 of PWS.

Presentations and reports are complete and provide an accurate status of project efforts as of the report date.

Reports are timely as established by the project milestones (determined after contract award).

Periodic review of reports and briefings.

Attachment 2: TECHNICAL EXHIBIT B

DELIVERABLES SCHEDULE

DELIVERABLE FREQUENCY # OF COPIES MEDIUM/FORMAT SUBMIT TO

5.2.1 Reports/Briefings Monthly One electronic file Email in Outlook or

Microsoft Word document. OEA COR

5.2.2 Publications

Once - 90 days from contract award

2 Electronic files total, 2 for each publication. One file in Microsoft Word and 1 file in Adobe .pdf format

Email and Cloud storage preferred. USB drive and CD-ROM acceptable.

Paper copies in MS Word.

OEA COR

5.2.3 Briefings

Once - 85 days from contract award

1 electronic file in Microsoft PowerPoint format .

Email and Cloud storage preferred. USB drive and CD-ROM acceptable.

OEA COR

APPENDIX

DEFINITIONS

CONTRACTOR: The term as used in this contract refers to the prime.

CONTRACTING OFFICER (CO or KO): A person with authority to enter into, administer, or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

CONTRACTING OFFICER'S REPRESENTATIVE (COR): An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

PHYSICAL SECURITY: Actions that prevent the loss or damage of government property.

QUALITY ASSURANCE: The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

QUALITY CONTROL: All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

SUBCONTRACTOR: One that enters into a subcontract and assumes some of the obligations of the primary Contractor.

WORK DAY: The number of hours per day the Contractor provides services.

WORK WEEK: Is defined as Monday through Sunday (dependent on workload).

ACRONYMS:

ACOR Alternate Contracting Officer's Representative CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial Off the Shelf DA Department of the Army DAPS Defense Automated Printing Service DD250 Department of Defense Form 250 (Receiving Report) DOD Department of Defense EDA Economic Development Administration ETA Employment and Training Administration KO Contracting Officer (the only person that can obligate the government and approve modifications to the contract) ITAR International Traffic in Arms Regulations OCONUS Outside Continental United States (includes Alaska and Hawaii) OEA Office of Economic Adjustment PIPO Phase In/Phase Out PMBOK Project Management Body of Knowledge POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program SBA Small Business Administration SBIR Small Business Innovation Research STTR Small Business Technology Transfer TE Technical Exhibit WIA Workforce Investment Act

Attachment 3: QASP

Defense Industry Adjustment Technical Procedure Publication

QUALITY ASSURANCE SURVEILLANCE PLAN

CONTRACT NO. ___________________

The QASP is published separately and is not part of the contract. It is issued with the RFP for informational purposes only. The QASP procedures can be changed unilaterally by the Government at any time. What cannot be changed without formal contract modification by the contracting officer is the Performance-based Matrix that contains the outcomes and associated standards to be surveilled. This matrix is identical to the matrix in the contract. Any modifications made to the matrix in the contract must be reflected in this QASP.

Team Members Coordination & Review:

Date:

Program Office

________________________________________ Date:

Program Office COTR

Contracting Officer

Contractor (After Award)

Quality Assurance Surveillance Plan (QASP)

CAUTION!

The notion of “Authority” is key to the successful surveillance of this contract. Contract authority is restricted to the contracting officer (CO). However, the CO normally has minor day to day involvement in the contract. The contractor deals with the COTR. A significant problem can occur if the Contractor alleges it acted by direction of the COTR and the contract was constructively changed, that is informally changed.

The legal rule is that the Government is not bound by unauthorized acts of employees and the risk of dealing with…