A23 - HQ0034-21-R-0337 - Amendment One - Released.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to:

1. Extend the due date and time for proposals.

2. Provide answ ers to questions.

3. Update the PWS, cost template, and JASON Facility Requirement template in response to these questions.

All other terms and conditions remain unchanged.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 18

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

16C. DATE SIGNED

BY 15-Jan-2021

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

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HQ003421R0037

X 9B. DATED (SEE ITEM 11)

13-Jan-2021

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

15-Jan-2021

CODE

WHS - ACQUISITION DIRECTORATE

4800 MARK CENTER DRIVE, SUITE 09F09

ALEXANDRIA VA 22350-0002

HQ0034 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

HQ003421R0037

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The required response date/time has changed from 19-Jan-2021 11:00 AM to 22-Jan-2021 11:00 AM.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

PROGRAM MANAGEMENT TASK ORDER

JASON Program

11 January 2021

1. Work Statement

1.1. JASON Independent Scientific Advisory Group

The Contractor shall support the research and analysis of the JASON independent scientific advisory group

(hereafter “JASONs”). The JASONs are a group of approximately 60 world-class scholars with their own charter, independent of the Government. The JASONs provides independent, unbiased, highly specialized research, analysis, and advice to support DoD and United States Government (USG) strategic decision-making and policy-making objectives. The JASON program supports the Department of Defense (DoD) mission with studies and scientific research in matters of national security for all U.S. Government. This contract will provide management and logistics support to the JASON Program and its members.

There are thus two broad classes of contracted support for this effort.

1. The Program Management and the associated support for the program itself.

2. The work by the JASONs themselves, who, historically, have been compensated at a “daily rate” or

“day rate” (see Section 6)

1.2. Project Management and Logistics Support

The management and logistics support to be provided by the contractor include coordinating all travel for each

JASON; preparing for, scheduling, and hosting the meetings that the JASONs attend (minimum four per year, Spring, Summer, Fall, and Winter); preparing and submitting all proposals for each Government sponsored research topic both unclassified and classified; coordinating all final study reports to each Government sponsor;

and providing the necessary classified facility, communications, and computing resources for the JASONs to perform their work at the appropriate level of security. Specific support activities are described in detail below:

The Contractor shall establish and maintain overall program management support for the JASON Program annually.

The Contractor shall be responsible for the following:

1. Providing daily program management (to include business management and financial management) to support the JASON program

2. Providing daily security management (to include personal and physical (i.e., facility) security administration, document control) to support the JASON program;

3. Coordinating all technical, logistical, and administrative support requirements for the JASON meetings;

4. Coordinating and developing the study support plans.

2. Specific Tasks

The Contractor will perform three interdependent tasks:

2.1 JASON Management Support

The Contractor will provide day-to-day administrative/management support and assistance required necessary to execute the JASON program. The contractor is not to provide inherently governmental responsibilities. This effort requires performing oversight and management responsibilities, in coordination with the government program manager and contracting officer’s representative, and includes, but is not limited to the following subtasks:

2.1.1 Establish individual agreements with JASON members and, as needed, with JASON consultants.

JASON consultants are non-JASON members with specialized scientific expertise necessary to accomplish research studies or projects during the term of this contract.

2.1.2 Provide all day-to-day administrative and management support and assistance required to execute the JASON program, to include project planning, scheduling, logistics and coordination;

reviewing project plans and cost estimates; coordinating funding documentation between study sponsors and the government program manager; developing and maintaining project files, databases, and spreadsheets to be available on a continuing basis through contract execution, as well as developing data and statistics concerning JASON operations. Maintain an archive of completed reports and library, including classified and unclassified reports, either digitally or in hard copy.

2.1.3 Provide day-to-day research assistance support to the JASON members by obtaining and providing important articles/journals/books/references requested by the JASON members to complete the studies; facilitating briefings with subject matter experts; providing analytic support as needed to complete studies

2.1.4 Provide USD(A&S) and program managers at sponsoring Government agencies with the agenda for the Summer and Winter Studies as early as practical but no later than one week after finalization of the study topics. The agenda shall include a list of study topics with descriptions / abstracts, JASON leads (points of contact), and contact information for the sponsoring organization representative

2.1.5 Ensure that a Study Description is prepared for each study. The Study Description describes the objective, methodology / approach, tasks, data requirements, schedule, intermediate deliverables, final deliverables—including report distribution--, labor estimate, and travel estimate for each study.

Each study description will be coordinated / signed by the study sponsor, the JASON principal investigator, and the government program manager before study initiation.

2.1.6 Ensure that a study report is completed for each study within 60 days of the study meetings’ completion. Reports shall conform to format and technical requirements described in the Study

Description . Provide staff support as required for writing and publishing JASON reports.

2.1.7 Provide an overarching report, in conjunction with the JASON members, which will be submitted to the government Program Manager by October 15 each year. The report shall detail the studies conducted, the funds expended, issues observed, lessons learned, a list of all JASON members, their status within the group, and the survey results, as well as any other pertinent information concerning

JASON operations.

2.1.8 Develop data and statistics concerning JASON and JASON operations. Conduct a customer survey of study sponsors to determine the relevance of the results of the study and determine their general satisfaction with the results after the completion of each study. The survey will be used to elicit suggestions for improvements in the JASON program. Survey results will be provided no later than

October 15 each year and shall include a separate detailed section pertaining to the Intelligence

Community’s (IC) studies. The IC will provide guidance on the creation of their section of the survey.

The survey results will be provided to the COR and USD(A&S) the main sponsor of the JASON program as part of the Annual Report

2.2 JASON Logistic / Administrative Support

2.2.1 Provide administrative and logistic support to execute JASON meetings to include planning associated with JASON participant travel and lodging. Coordinate and host end-to-end meeting requirements for four meetings (Spring (1 week), Summer Study (8-10 weeks), Fall (1 week), and

Winter (2-3 weeks)); to include providing secure office space, and other necessary infrastructure, administrative support, telecommunication and IT support, registration support, security clearance verification, agenda preparation, preparing briefing packages for all attendees, providing note-taking support, and final report writing support as well as supplying the necessary equipment (not otherwise provided by the Government). The Summer Study includes back-brief presentations at the end of the session

2.2.2 Facilitate meetings, discussions, and interaction within the JASON members and between

Government agencies and the JASON members. Maintain up-to-date organizational charts, personnel listings, and programmatic directions for relevant agencies.

2.2.3 Provide technical writing and editing support to the JASON members, to include technical writing and editing and review of documents. The Contractor shall provide comprehensive editing:

reviews both content (for completeness, accuracy, and appropriate language) and form (for spelling, punctuation, and grammar); stylistically consistent, proofreading (compares the final version of the document with the marked-up version to make sure that all corrections have been made); and, ensure the content is clear, concise, and articulates the intent of the findings. In order to accomplish this task, contractor personnel must have the appropriate clearance level to view the documents.

2.2.4 All travel under this contract is subject to FAR 31.205-46 and prior approval of the COR or

Contracting Officer. If contractor personnel (whether JASON members or contractor employees) travel without prior approval, this travel will not be allowable and will not be reimbursed under any circumstance. Travel outside the provisions of specific study descriptions will be subject to prior approval by the COR or the Contracting Officer. Travel expenses remain subject to the conditions listed elsewhere in this statement of work.

2.2.5 JASON members may travel to attend meetings with Government personnel to discuss possible future studies and/or previously completed studies. Travel expenses remain subject to the conditions listed elsewhere in this statement of work. JASON members may be compensated at their usual rate of compensation for attending these meetings. This travel and meeting must be authorized in advance by the contracting officer. JASON member travel for potential new projects

(and associated JASON days) will, ordinarily, be authorized as either a separate CLIN on the program management task order or as a separate standalone task order. Any costs associated with

JASON members who attend a meeting to discuss a future study without this required pre-approval are unallowable, and they will not be reimbursed under any circumstances. The Government, if the need arises, may consider issuing an additional task order (or updating the Program

Management task order) to support these meetings. The Government estimates that this could add approximately 575 “JASON days.”

2.3 JASON Security Support

The Contractor shall provide security support for the JASON Program. This includes, but is not limited to the following subtasks:

2.3.1 Provide security management and support up to the Top Secret/Sensitive Compartmented

Information (TS/SCI) and Special Access Program (SAP) level; to include access to a fully equipped, accredited Sensitive Compartmented Information Facility (SCIF) of sufficient size to accommodate the JASON team, contractor staff and government sponsors. This facility must meet the requiremenents set forth in Attachment 3. Security support shall include provisions for classified document production, control, storage, access, transport, and destruction. Ensure that all sponsoring Government organization SCIF accreditations are adhered to and maintained. Coordinate necessary approvals for facilities up to TOP

SECRET/Sensitive Compartmented Information (TS/SCI) to host the meetings and studies;

2.3.2 Coordinate continued TS/SCI access for JASON participants which includes accurate DD254 and clearance documentation on file. Ensure all JASON participants have the appropriate clearances on file in accordance with the DD 254. The Contractor shall maintain and submit a Personnel Security Matrix (PSM) by December 15 of each year, detailing the names of all

JASON members, social security numbers, clearance level, clearance sponsor, AIN, Background Investigation Date, and poly date to the IC Program Area Security Officer

(ASO). The PSM will be classified CONFIDENTIAL or higher. The PSM shall be updated upon any JASON members’ changes and provided to the ASO.

2.3.3 The Contractor shall ensure compliance with all sponsoring Government organization reporting requirements including but not limited to Financial Disclosures for the purposes of preventing, detecting, and mitigating conflicts of interest (COI). Incidents of personal or organizational conflicts of interest shall be reported to the COR and Contracting Officer.

2.3.4 Oversee the adherence to all security rules, regulations, and additional requirements as needed are met by the Contractor and by JASON members in accordance with DoD M 5220.22M NISPOM, DoDI 5200.01 volumes 1-3, DoDI 5200.48.

2.3.5 The contractor must also adhere to NIST SP 800-171 Rev. 2 – Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations.

2.3.6 Ensure that information technology (IT) equipment, training, and transportation protocol is developed for review and approval by the cognizant DoD IT security and accreditation authority

(ies) by October 1 of each year. The protocol shall include processes and timeframes for ensuring all software and hardware is up to date and functioning, and that appropriate training is obtained and maintained for those individuals proposed to work with such equipment. Ensure that

SIPRNET and JWICS accreditation and authority to operate / connect requirements are met, and connectivity is maintained during contract period of performance. The Contractor’s Special

Security Office (SSO) must obtain Data Transfer Officer (DTO) training no later than April 30 of each year. The Contractor shall certify to the COR that the protocol has been successfully completed at least 10 business days in advance of any equipment transfer.

2.3.7 Provide the COR with a list of users who require new Joint Worldwide Intelligence

Communications System (JWICS) accounts and those who require their existing JWICS accounts to be reactivated along with the relevant identifying information.

2.3.8 Ensure the Contractor’s PM and SSO obtain and maintain Top Secret Industrial Security Staff

Approval (ISSA) security clearances. The SSO will be required to access the IC sponsor’s secure network for classified correspondence.

2.3.9 Ensure appropriate clearances are obtained before a contractor staff and JASON member work with classified data.

2.3.10 Conduct security briefings and training for JASON Program Office and JASON members to ensure all security rules and regulations are explained and adhered-to by the JASON members.

Report security violations immediately to the COR and CO; prepare an incident report for each incident and summary annual security violation summary report.

2.3.11 Conduct/document appropriate security briefings for all JASON participants advising them of their security responsibilities and security procedures.

3. Personnel

The Contractor will assign a Program Manager (as the key personnel) who will be responsible for ensuring the successful execution of the following activities:

3.1 Oversee the JASON program and activities – to include budget management;

3.2 Develop schedules and milestones;

3.3 Formalize the Study Statement of Works between the JASON members and the sponsoring agency;

3.4 Oversee and provide financial and budget analysis; and

3.5 Facilitate meetings, discussions, and interactions between the JASON members and Government sponsors.

This position is Key Personnel. The Contractor shall provide a Contractor PM, who shall be responsible for the performance of the work. The Contractor may assign this to contractor personnel performing work for specific tasks or may choose to assign a separate individual as Contractor PM to perform overall program management duties offsite. The name of this person and an alternate who shall act for the Contractor when the PM is absent shall be designated in writing to the Contracting Officer.

Experience Required: A minimum of ten (10) years of recent and relevant experience. Proficient in technical research, an in-depth knowledge of program management, and technical writing. Excellent communication skills, unstructured verbal interactions, briefings, and meeting moderation; and ability to work independently with

Government sponsors and influential scientists/engineers in a fast moving environment while maintaining a strong commitment to deliverable scheduled. Strong written and oral communication skills. Ability to coordinate across large groups of people at multiple levels.

Education: A Master’s degree from an accredited college or university in physics, electronic engineering, mathematics, other science and technology related subjects is required. Ten years of recent and relevant experience managing a complex program is also acceptable in lieu of the Master’s degree. Experience working directly with the Government on Government programs is preferable.

Clearance: TOP SECRET security clearance, and the ability to obtain and maintain SCI. Contractors with a DCID

6/4 eligibility within the last five (5) years are highly preferred. Please note that the process can take more than a year to obtain an SCI clearance for contractors who are proposed on this contract.

The Contractor PM or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The Contractor PM or alternate shall be available between the hours of 8:00 a.m.

to 5:00 p.m. Eastern Time, Monday thru Friday except Federal holidays, as defined at 5 USC § 6103 or by

Executive Order, or when the Government facility is closed for administrative reasons and on an as needed basis to meet the requirements of the PWS and the mission of the JASON Program. The Contractor must be capable of providing flexible and responsive support as new requirements emerge. The Contractor must have the ability to operate effectively and safely during periods of pandemic.

During the first ninety (90) calendar days of performance, the Contractor shall make no substitutions of key personnel without the approval of the CO, unless illness, death, or termination of employment necessitates the substitution. The Contractor shall notify the CO as soon as possible after the occurrence of any of these events and provide the information required below.

After the initial ninety (90) calendar day period, the Contractor may propose a substitution. The Contractor shall notify the CO in writing of any proposed substitution at least thirty (30) days in advance of the proposed substitution. The Contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions, complete resumes for the proposed substitutes, and any additional information requested by the CO.

The Contractor shall, prior to making any substitution permanent, demonstrate to the satisfaction of the COR and

CO, that the qualifications of the proposed substitute personnel is equal to or better than the qualifications required to perform the duties of the position. The CO will notify the Contractor after receipt of all required information of the decision on proposed substitutions.

There will be no local travel reimbursements for supporting contractor staff who reside within the commuting distance to the contractor facilities.

Contract personnel who need access to government systems and work locations will be issued Common Access

Cards (CAC) and Privileged Management Program (PMP) enrollment as required.

4. Deliverables

All deliverable materials and publications shall be provided to the Government for approval and acceptance.

Specific task deliverables shall include:

4.1 A schedule which captures milestones and deliverables to support the meetings and studies.

4.2 Quarterly reports that shall contain the following:

4.2.1 Quarterly expenses (spreadsheet format is preferred): a recap of all costs incurred during the month for all activity during that period – cost breakout of the Program Management (PM) Task is required;

at minimum, include JASON Travel, JASON consulting activities, Study Status, Deliverables Status, Upcoming events, PM travel, PM labor, and ODCs.

4.2.2 Travel (contractor staff and JASON member): Expenses must be grouped based on the supporting activities. In addition, include the execution status of the travel funds associated with their individual sponsors and purposes.

4.2.3 Program Deliverable: list of the deliverables; including contract references, due dates, delivery status/notes, and expected close-out dates

4.2.4 JASON Reports Status: list of the JASON studies reports; including the Task Number, Titles, Classifications, Executive Summary and Report delivery dates, detail status notes/comments (activity summary), and the number of days spent on studies

4.2.5 JASON Program Office activity report: list of the activities performed/executed by the Program

Management; including dates, activities, conclusions/outcomes, and close-out/due dates (if any)

4.3 Meeting reports: a report of all activities and meeting minutes

4.4 JASON Study Description: Summary description of each JASON study, describing objective, methodology / approach, tasks, data requirements, schedule, intermediate deliverables, final deliverables, labor estimate, and travel estimate. Each study description will be coordinated / signed by the study sponsor, the JASON principal investigator, and the government program manager. .

CDRL Deliverable Description Due Date

A001 Monthly Status Reports th of each month

A002 Post-Award Contract

Kickoff Meeting

Within twenty (20) business days after award

A003 In-progress Meeting As scheduled

A004 Program Plan st one month after award; subsequent plans are due November 1 st of each year.

A005 Organizational Charts and Responsibilities st one month after award; subsequent charts are due April 1 st of each year.

A006 JASON Study topics list Prior to Summer and Winter Studies, one week after finalization of topics

A007 JASON Study

Description

No later than 30 days after finalization of topics.

A008 JASON Study Reports 60 days after each session, no later than Oct 15 th of each year. These reports are not always a typical written report. When written, they can vary in length, but can be up to 200 pages. Some will require hardware and/or software, others may require briefing or discussions only.

A009 JASON Reports Survey December 1 st of each year

A010 Survey Study Sponsors NLT Oct 15 th each year

A011 Summary of results from survey of study sponsors

January 15 th of each year

A012 Personnel Security

Matrix December 15 th of each year

A013 Security Incident Report As required

A014 Conflict of Interest

Report

As required

5. Pricing.

5.1 The following sets out the pricing scheme for this contract.

5.2 This contract is primarily FFP. The Program Management CLIN (x001) is FFP, as are each of the study CLINs (x002, x003, x004).

5.3 The Travel CLIN (x005) is cost-based, IAW FAR 31.205-46.

5.4 The JASON Facility Rental CLIN x006, is also cost-based. The JASON Facility Rental CLIN only includes those expenses that are customarily paid under an ordinary commercial lease for a facility that does not handle classfiied data. These expenses could include: rent, utility charges, and parking space rental fees. These expenses do not include fees for security personnel above and beyond that normally provided by the landlord as part of an ordinary lease for a tenant that does not handle classified data, whether this security is provided by the landord, the contractor, or one of its subcontractors. For the base year, any expenses that exceed the contractor’s proposed price in its proposal are unallowable, unless it arises from causes beyond the control and without the fault or negligence of the Contractor. Examples of these causes are (1) acts of God or of the public enemy, (2) acts of the Government in either its sovereign or contractual capacity, (3) fires,

(4) floods, (6) strikes, (7) freight embargoes, and (8) unusually severe weather. The current and ongoing Covid-19 pandemic is specifically excluded as a cause beyond the control of the contractor.

If the contractor negotiates a lower price after submitting its proposal, that lower price becomes the allowable cost.

There are no other cost-based CLINS on this contract.

5.4.1 The FFP CLINs (including the program management CLIN and study CLINs are governed by

FAR 16.202-2 (and related clauses) pertaining to firm-fixed-price (FFP) contracts.

5.4.2 For each study, the government will issue the contractor a Task Order Request Package (TORP) which will provide a study topic. The contractor will submit a separate proposal for each requested study. The contractor shall propose whether the study will be a “large study,” “study,” or “letter study.” The contractor shall also propose a firm fixed price (FFP) for the study. The contractor must propose a price that exactly equals the estimated number of days for the study type (listed in Table 5.4.3 below), multiplied by the JASONS daily rate. Other than proposing the study type (large study, study, or letter study) the contractor has no discretion in setting the proposed price. The proposed study type is subject to negotiation. Without a contract modification, there can be no deviation from the number of days assigned to each study, and the contractor is limited to a choice of only these three types of study..

5.4.3 Further, once the contract for a study is signed, if the labor necessary to complete the study is greater than or less than the amount of labor assigned to the type of study, the contractor is not entitled to an an increase in price (nor is the Government entitled to a lower price). The study task order is FFP. A FFP contract “places upon the contractor maximum risk and full responsibility for all costs and resulting profit or loss. It provides maximum incentive for the contractor to control costs and perform effectively.” FAR 16.201-1.

For example: If the Government requests a study, the contractor determines that the Government’s requirement can be fulfilled by a letter study, and it takes 50 JASON Days (instead of 40 JASON Days) to complete the study, the contractor is not entitled to an increase in price for the labor.

Table 5.4.3

Study Type JASON Days Estimated Number Per Contract Year

Standard Study 131 10

Letter Study 40 2

Large Study 215 1

The Contractor is further cautioned that many of the task listings in Section 4 of this PWS contain quantities or estimated quantities.Where the PWS lists a type of task without listing a quantity or an estimated quantity, and in the absence of any substantial changes to the work performed, the FFP effort shall include as much of that PWS task as is needed by the Office of the Undersecretary of Defense, Acquisition and Sustainment (or any of its successor entities). Should timely completion of these tasks take more manpower than is contained in the contractor’s proposal, the contractor shall provide extra manpower at its own expense to complete the tasks. Requests for additional studies, will not, in and of themselves, justify an equitable adjustment. Adding up to four additional “standard” studies, two additional “letter studies,” and/or two additional “large studies,” will not be sufficient to justify an equitable adjustment. These additional studies might be requested outside of the normal Summer Study period.

6. Definitions:

6.1.1 JASON Day Rate: The cost of one day of labor for one JASON.

6.1.2 Letter Study: A smaller study (see 5.5.3 for current number of days)

6.1.3 Meeting: A gathering of JASON Members

6.1.4 Large Study: A large study, (see 5.5.3 for current number of days)

6.1.5 Standard Study: The typical study, (see 5.5.3 for current number of days).

6.1.6 Summer Study: A subset of “Meeting,” which is a gathering of JASON members for 8-10 weeks during the summer.

7. Period of Performance: This contract has a base of one year and four one year options.

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The Table of Contents has changed from:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 1 A23 - Att 1 - Staffing

Template

07-JAN-2021

Attachment 2 A23 - Att 2 - Pricing

Template

07-JAN-2021

Attachment 3 A23 - Att 3 JASON

Facility Requirements -

Rev 13 Jan 2021

Attachment 4 Attachment 4 - Past

Performance

Questionnaire

11-JAN-2021

Attachment 5 DD 254 - Draft 08-JAN-2021 to:

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 1 A23 - Att 1 - Staffing

Template

07-JAN-2021

Attachment 2 A23 - Att2 - Price

Template - 15 Jan 21

15-JAN-2021

Attachment 3 A23 - Attachment 3 -

JASON Facilities

Requirements - 15 Jan

15-JAN-2021

Attachment 4 DD 254 - Draft 08-JAN-2021

Attachment 5 A23 - Att 5 - Questions and Answers

15-JAN-2021

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

SECTION L

Section L - Instructions, Conditions and Notices to Bidders

INSTRUCTIONS TO OFFERORS

Section L - Instructions to Offerors

1.1 The Washington Headquarters Services, Acquisition Directorate (WHS/AD) intends to award a hybrid FFP and cost-based Indefinite Delivery Indefinite Quantity (IDIQ) contract. Per FAR

6.302-3 – Industrial Mobilization, Engineering, Developmental, or Research Capability; or

Expert Services, the Government is restricting competition to non-profits, not-for-profits, and Federally Funded Research and Development Centers. Other entities are not eligible to compete for this requirement. A Top Secret Facility Clearance is also required, in addition to all of the other requirements set forth in this solicitation.

1.2 There will be a Program Management Task Order for the Base year in accordance with FAR

16.504 and FAR Part 15. As detailed elsewhere, all studies and the program management task order’s labor will be FFP.

1.3 To ensure timely and equitable evaluation of proposals, Offerors must follow the instructions contained herein. Offerors are required to meet all solicitation requirements, including terms, conditions, representations, certifications, and technical requirements, in addition to evaluation factors and subfactors. Failure to meet a requirement may result in an offer being ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Proposals shall be valid for a period of 120 days after receipt.

The response shall consist of 2 separate parts:

Volume 1 – Non-cost factors

Volume 2 – Cost / price factors

Solicitation Distribution: This electronic version of the Request for Proposal (RFP) is the official version of this acquisition. No hard copy of this solicitation will be issued. Offerors shall receive all applicable amendments to this solicitation electronically.

1.4 Solicitation Questions: The deadline for questions has passed. The Government’s response to the questions will be an amendment to the RFP. E-mail questions to monique.s.waddell.civ@mail.mil and douglas.j.boorstein.civ@mail.mil.

1.5 Proposal Submission: Proposals are due by January 22, 2021 at 11:00 a.m. (Eastern).

Proposals received after the due date and time set forth above will be considered “late” and will not be evaluated. Offerors must submit their proposals in softcopy (electronic) only. All cost information shall be in a separate file, Volume 2. No price information shall be included in the

Technical Volume. Files containing cost and pricing data should be provided in Microsoft Office

Excel format, the files shall be unprotected allowing for examination of calculations, including underlying formulas.

1.4.1 Soft Copy Requirements:

1.4.1.1 Soft copy proposals must be submitted as attachments to e-mail. There is a 10

MB limit for all electronic submissions via e-mail. The 10 MB size limitation applies to mailto:monique.s.waddell.civ@mail.mil mailto:douglas.j.boorstein.civ@mail.mil a single e-mail. Offerors may submit multiple e-mails but all e-mails from an Offeror must be received before the closing time for proposals.

1.4.1.2 The proposal must be in a format readable through Microsoft Office or Adobe

Acrobat.

1.4.1.3 The Offeror must ensure soft copies are free of computer viruses using standard commercial anti-virus software.

1.4.1.4 Soft copies must be sent via e-mail attachment to Monique Waddell at monique.s.waddell.civ@mail.mil and Douglas J. Boorstein at douglas.j.boorstein.civ@mail.mil.

1.6 Text: Text shall be at least single-spaced, on 8 1/2 x 11 inch size paper, with a minimum one-inch margin all around. Pages shall be numbered consecutively. A page printed on both sides shall be counted as two pages. Pages submitted in excess of the page limitations stated throughout this document will be removed and not evaluated.

1.7 Font Size: Print shall be of a minimum 12-point font size or a maximum 10 characters per inch

(10-pitch, pica) spacing. Bolding, underlining, and italics may be used to identify topic demarcations or points of emphasis. Graphic presentations, including tables, while not subject to the same font size and spacing requirements, shall have spacing and text that is easily readable.

1.8 Page Limitations: Offerors shall not exceed the following page limitations in the table below.

VOLUME PAGE LIMITATION

Volume 1 Technical factors

Cover Letter

Table of Contents

Completed Representations and Certifications found in Section K of the solicitation

Factor 1 – Secure Facilities Plan (including Facility Security

Clearance Self Certification by FSO)

Floor Plans

Factor 2 – Technical Approach / Staffing Plan (IDIQ)

Factor 3 – Key Personnel

Factor 4 – Past Performance

Total

1 Page

2 Pages

5 Pages

4 Pages

(Excludes Facility Self

Certification by FSO (one page per certification)

5 Pages

2 Pages for Resume

1 Page for Letter of

Commitment 2 ea, 6 total (excludes questionnaire)

27 Pages

Volume 2 Cost / Price factors

Cover Letter

Table of Contents

Factor 5 – Cost (spreadsheet 6 sheets)

3 Total Pages of Narrative

Certificate of Current Cost or Pricing Data 1 Page

Total: 6 Pages

1.9 Cover Letter: Offerors must submit all (if any) assumptions, conditions, or exceptions with any of the terms and conditions of this solicitation in a Cover Letter. If not noted in this section of your proposal, it will be assumed that the Offeror proposes no assumptions for award, and agrees to comply with all of the terms and conditions as set forth herein. The Cover Letter shall not exceed one page.

1.10 Cover Sheets: A cover sheet shall be included. Cover Sheets must contain the following information:

(1) Solicitation Number: HQ0034-21-R-0037

(2) Name and address of Offeror

(3) Name, telephone number, and e-mail address of Offeror’s point-of-contact

(4) Name of Offeror’s contract administration office (if available)

(5) Date of submission

(6) Name, title and signature of authorized representative

(7) Teaming arrangements (if applicable)

(8) Cage Code

(9) DUNS number

1.11 Table of Contents: The Offeror shall include a Table of Contents in each Volume.

2.1 VOLUME 1:

Factor 1 – Secure Facility plan with Security Clearance Certification

Factor 2 – Technical Approach / Staffing Plan

Factor 3 – Key Personnel

Factor 4 – Past Performance

2.1.1 Factor 1 – Secure Facility Plan: Offerors shall submit a plan for how highly classified work will be conducted securely and efficiently. Plan shall include a description of the secure facilities to be used for the performance of the work. Descriptions shall include a floor plan depicting the facility layout, indicating number of workstations, classified network access points, secure workspaces, conference facilities, document storage, and other factors that enable the efficient execution of classified work. See Section 1.8 for page limitations.

Offerors shall submit a self-certification of their facility security clearance signed by their Facility

Security Officer. The offeror must submit a Facility Security Clearance Level Certification for any subcontractor providing labor under this contract, certifying that its facility clearance is equal to the individual being proposed. One page is required for a prime contractor and one page is required for any subcontractor.

2.1.2 Factor 2 - Technical Approach / Staffing Plan for the Contract: The Offeror shall submit its proposed technical approach to meet or exceed the minimum performance or capability requirements of the Performance Work Statement (PWS)with particular emphasis on the management of the annual study process of conducting classified work with the JASON team.

The Offeror shall describe implementation risks and shall provide mitigation strategies for the identified risks.

The Offeror shall submit a Staffing Plan for the contract which includes the following submissions:

- Staffing Plan Template

2.1.3 Factor 3 - Key Personnel: The Offeror shall submit a two page resume for the Program

Manager and a one page Letter of Commitment for the Program Manager only.

- Resumes - **Note: For resumes, Offerors may use 10-point font instead of 12-point to include complete information about candidate qualifications.**

The resume shall identify the individual’s:

Name

Relevant Employment History: to include title, employer, and starting and ending dates

Education: degree, school, major(s), minor(s)

Relevant Qualifications and Specialties: A brief summary of training, qualifications, achievements, honors, awards, publications, and professional organizations

Security Clearance status (e.g. Top Secret, Secret, etc.)

The Government will not consider, and offerors are not to submit, resumes for anyone other than the Program Manager.

2.1.4 Factor 4 – Past Performance: The Offeror shall identify two (2) contracts or projects most relevant to this IDIQ that they have performed (completed or ongoing), and provide the information stated in this section about each project. For the two relevant contracts or projects selected, the Offeror shall summarize the information, see Section 1.8 for page limitations. This is separate from the Past Performance Questionnaire that the Offeror will be required to submit.

The Past Performance Questionnaire is not counted against the page limitation. The contracts or projects must have occurred within the three years of the solicitation close date.

Identify the customer for the contract or project and provide the name, title/role, and phone number or email address of a customer point of contact (POC) that is knowledgeable of the Offeror’s performance on the contract.

Describe the nature of the contract or project and the specified tasks performed by the

Offeror. Also identify if the Offeror was the prime contractor or a subcontractor on the project.

Describe the relevance to this requirement.

Describe the role, if any, that the proposed personnel played in the performance of the contract or project. If the individual was assigned to the contract or project on a less than full time basis, describe the degree of their involvement.

Describe cost and schedule performance (include explanations for any cost and/or time growth experienced, if applicable).

Provide the date the Past Performance Questionnaire (see factor below) was requested and to whom it was sent.

The Offeror shall initiate the Past Performance Questionnaires (Attachment 4 to this solicitation) for each of the two relevant projects selected. The Offeror shall complete blocks 1 through 7 on the form. The Offeror shall request that the client’s representative most knowledgeable of the project complete block 8 on the form and submit the Past Performance Questionnaires directly to

Monique.S.Waddell.civ@mail.mil and Douglas J. Boorstein no later than the proposal submission deadline. Completed questionnaires shall be sent to the POC listed above in PDF format. Offerors are responsible for ensuring that the telephone numbers provided for the client’s representative indicated on each Relevant Project Summary are accurate and that the representative is aware that the WHS Acquisition Directorate may be contacting them regarding the questionnaire and the Offeror’s past performance.

2.2 VOLUME 2:

Factor 5 – Cost

2.2.1 Factor 5 – Cost/Price: The Offeror shall provide their proposed price for the Program

Management task order on the Price Template spreadsheet as set forth in this RFP.

For the JASON Facility Rental Fee, the Offeror shall submit a separate Certified Cost / Price proposal prepared on a cost basis and shall include a breakdown by cost element in accordance with FAR 15.403-5 and Table 15-2 in FAR 15.408. As part of the specific information required by this form, submit and clearly identify cost or pricing data which are verifiable, factual, and otherwise defined in FAR 15.406-2. The offeror shall also include in its cost/price narrative the basis of how it arrived at the proposed rates (direct labor, indirect rates, escalation, travel, other direct costs, fixed fee, etc.). The offeror may also submit a draft copy of a lease (which may be unsigned) to substantiate its proposed cost. If there are parking fees for the proposed site, the

Offeror must calculate the rate for fifty (50) spaces. This will be accounted for in the JASON

Facility Rental Fee.

Offerors should note that the total evaluated price is the sum of the total price submitted for the program management fee, plug numbers for the studies (which are based on the Government’s estimated costs), (a) the base period, (b) all option periods, and (c) the six-month extension authorized by FAR 52.217-8, and the JASON Facility Rental Fee. For the JASON Facility

Rental Fee, for each option year, for evaluation purposes only, the Government will escalate the

JASON Facility Rental Fee by 2% each year. While the rate proposed for the JASON Facility

Rental Fee is governed by PWS Section 5 for the base year, the proposed rate is not binding on the Contractor for the successive years.

Offerors shall provide a narrative for each cost element in their cost proposal. This narrative should explain in sufficient detail what all costs are for, how the costs tie back to the PWS, and any discounts provided. This narrative shall be submitted in MS Word or Adobe pdf format and shall be no more than 3 pages.

The Government will calculate the offeror’s price for FAR 52.217-8 extensions, and offerors are not to submit pricing for this. Evaluation of options will not obligate the Government to exercise the option.

Offerors are encouraged to only provide that cost and pricing data mandatory to a comprehensive review and that data which would allow the evaluation team to determine cost reasonableness.

NOTE: The JASON studies will be priced using the JASON day rate (See Section 6 of the

PWS). The estimated JASON days for the studies is 1,850 per year, which includes 12 regular studies, 2 letter studies, and 1 large study. This information is provided to assist the Offeror’s cost proposal for the Program Management Task Order.

The Offeror shall not submit any pricing proposal for the FFP study task orders (CLINs x002, x003, and x004). Offeorors, rather, must provide plug numbers as detailed below. Instead, the resultant IDIQ contract will list a government-provided daily rate for the services of one JASONS member. The JASONS day rate for the base year of the contract shall be $1,200.00/day. (The

Government will provide the contractor with the JASONS day rate for the IDIQ option periods prior to the exercise of the option period.) During the ordering period, the contractor shall use this rate to price Studies FFP task orders. During the ordering period, the government will separately issue Studies task orders for each required study. The government will issue the contractor a Task Order Request Package (TORP) which will provide a list of the study topic.

The contractor will submit a separate proposal for each required study. Each Study task order proposal shall contain a firm fixed price for the study. This firm fixed price shall be based upon the number of JASONS days proposed for the study and on the government-provided JASONS daily rate. See PWS Section 5.5. et. seq.

For evaluation purposes only, the offeror shall use figures in the following table:

Standard

Studies

Qty Price Per

Study

Total

0002 10 $167,024.98 $1,670,249.84

1002 10 $170,365.48 $1,703,654.84

2002 10 $173,772.79 $1,737,727.93

3002 10 $177,248.25 $1,772,482.49

4002 10 $180,793.21 $1,807,932.14

Letter

Study

0003 2 $51,000.00 $102,000.00

1003 2 $52,020.00 $104,040.00

2003 2 $53,060.40 $106,120.80

3003 2 $54,121.61 $108,243.22

4003 2 $55,204.04 $110,408.08

Large

Study

0004 1 $274,125.00 $274,125.00

1004 1 $279,607.50 $279,607.50

2004 1 $285,199.65 $285,199.65

3004 1 $290,903.64 $290,903.64

4004 1 $296,721.72 $296,721.72

Travel

0005 n/a

$2,000,214.00

1005 n/a

$2,040,218.28

2005 n/a

$2,081,022.65

3005 n/a

$2,122,643.10

4005 n/a

$2,165,095.96

Offerors must not alter these plug numbers.

2.2.2 Offerors are to submit proposals in response to this solicitation that will be binding should the Government select them for award without discussions, and to do so they must include their best cost on a fully completed Price Template (Attachment 2). Failure to do so may result in the

Offeror being determined to be ineligible for award.

2.2.3 Certificate of Current Cost or Pricing Data:

The Offeror will be required to execute a certificate of cost or pricing data following the format of FAR 15.406-2 indicated below.

Certificate of Current Cost or Pricing Data

This is to certify that, to the best of my knowledge and belief, the cost or pricing data (as defined in section 2.101 of the Federal Acquisition http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/02.htm#P10_601

Regulation (FAR) and required under FAR subsection 15.403-4) submitted, either actually or by specific identification in writing, to the

Contracting Officer or to the Contracting Officer’s representative in support of ____* are accurate, complete, and current as of ____**.

This certification includes the cost or pricing data supporting any advance agreements and forward pricing rate agreements between the

Offeror and the Government that are part of the proposal.

Firm ____________________________________________________

Signature ________________________________________________

Name ___________________________________________________

Title ____________________________________________________

Date of execution*** _______________________________________

* Identify the proposal, request for price adjustment, or other submission involved, giving the appropriate identifying number (e.g., RFP No.).

** Insert the day, month, and year when price negotiations were concluded and price agreement was reached or, if applicable, an earlier date agreed upon between the parties that is as close as practicable to the date of agreement on price.

*** Insert the day, month, and year of signing, which should be as close as practicable to the date when the price negotiations were concluded and the contract price was agreed to.

(End of certificate)

(End of Summary of Changes) http://farsite.hill.af.mil/reghtml/regs/far2afmcfars/fardfars/far/15.htm#P406_73206