RFP_PMO Support_ 05 12 09.doc

Request for Proposal

HSBP1209R2340

U.S. Department of Homeland Security U.S. Customs and Border Protection

Secure Border Initiative

Secure Border Initiative

Program Management Office Support Services April 29, 2009 U.S. Customs and Border Protection Secure Border Initiative Acquisition Office 1300 Pennsylvania Ave., 7.2A, Washington DC (This Page Intentionally Left Blank)

Error! Bookmark not defined.SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

Error! Bookmark not defined.B.1 General

Error! Bookmark not defined.B.2 Contract Type (OCT 2008)

Error! Bookmark not defined.B.3 Base and Option Periods

Error! Bookmark not defined.B.4 Contract Pricing

Error! Bookmark not defined.B.4.1 Firm Fixed Price Task Orders

Error! Bookmark not defined.B.4.2 Firm Fixed Price Rates

Error! Bookmark not defined.B.4.3 Cost Reimbursement Task Orders

Error! Bookmark not defined.B.4.5 Work Outside the Continental United States (OCONUS)

Error! Bookmark not defined.B.5 Labor Rate Table

Error! Bookmark not defined.SECTION C – PERFORMANCE WORK STATEMENT

Error! Bookmark not defined.C.1

Error! Bookmark not defined.C.1.1 Objective

Error! Bookmark not defined.C.1.2 Scope

Error! Bookmark not defined.C.1.3 Contract and Task Order Management

Error! Bookmark not defined.C.1.4 Background

Error! Bookmark not defined.C.2 General Program Support

Error! Bookmark not defined.C.2.1 General Management

Error! Bookmark not defined.C.2.2 General Program Management

Error! Bookmark not defined.C.2.3 General Operational and Engineering Support

Error! Bookmark not defined.C.2.4 General Organizational Development and Quality Management Support

Error! Bookmark not defined.C.2.5 General Integrated Logistics Support and Planning

Error! Bookmark not defined.C.2.6 General Environmental Planning & Real Estate Support

Error! Bookmark not defined.C.2.7 General Organization and Administration Support

Error! Bookmark not defined.C.2.8 Transitional Planning and Support

Error! Bookmark not defined.SECTION D - PACKAGING AND MARKING

Error! Bookmark not defined.D.1 Packing, Packaging, Marking and Storage of Equipment

Error! Bookmark not defined.D.2 Markings

Error! Bookmark not defined.D.3 Equipment Removal

Error! Bookmark not defined.D.4 Deliverables Media

Error! Bookmark not defined.SECTION E - INSPECTION AND ACCEPTANCE

Error! Bookmark not defined.E.1 Clauses Incorporated by Reference (FAR 52.252-2) (Feb 1998)

Error! Bookmark not defined.E.2 Inspection and Acceptance

Error! Bookmark not defined.E.3 Scope of Inspection

Error! Bookmark not defined.E.4 Basis of Acceptance

Error! Bookmark not defined.E.5 Review of Deliverables

Error! Bookmark not defined.E.6 Written Acceptance/Rejection by the Government

Error! Bookmark not defined.SECTION F – DELIVERIES OR PERFORMANCE

Error! Bookmark not defined.F.1

Error! Bookmark not defined.F.2 Period of Performance (MAR 2003)

Error! Bookmark not defined.F.3 Place of Performance

Error! Bookmark not defined.F.4 Option To Extend The Term Of The Contract

Error! Bookmark not defined.F.5 Notice to the Government of Delays

Error! Bookmark not defined.F.6 Deliverables

Error! Bookmark not defined.F.7 Subcontracting Plan Reports

Error! Bookmark not defined.F.7.1 Individual Subcontracting Report

Error! Bookmark not defined.F.7.2 Summary Subcontract Report

Error! Bookmark not defined.SECTION G - CONTRACT ADMINISTRATION DATA

Error! Bookmark not defined.G.1 Accounting and Appropriation Data

Error! Bookmark not defined.G.2 Points of Contact

Error! Bookmark not defined.G.2.1 Contracting Officer

Error! Bookmark not defined.G.2.2 Task Order COTR

Error! Bookmark not defined.G.2.3 Contractor’s Senior Management Principal

Error! Bookmark not defined.G.3 Task Ordering By the CO

Error! Bookmark not defined.G.3.1 Direct Ordering

Error! Bookmark not defined.G.3.2 Special Contract Administration Responsibilities

Error! Bookmark not defined.G.4 Task Ordering Procedures

Error! Bookmark not defined.G.4.1 Task Order Process

Error! Bookmark not defined.G.4.2 Unauthorized Work

Error! Bookmark not defined.G.4.3 Task Order Protests

Error! Bookmark not defined.G.5 Billing Instructions

Error! Bookmark not defined.G.6 Submission of Invoices (FEB 2008)

Error! Bookmark not defined.G.7 Quick-Closeout Procedure

Error! Bookmark not defined.SECTION H – SPECIAL CONTRACTING REQUIREMENTS

Error! Bookmark not defined.H.1 Authorized Users

Error! Bookmark not defined.H.2 Minimum Contract Limitation

Error! Bookmark not defined.H.3 Hardware and Software Procurement

Error! Bookmark not defined.H.4 Purchasing System

Error! Bookmark not defined.H.5 Contractor Justification for Other Direct Costs (ODCs)

Error! Bookmark not defined.H.6 Selected Items of Costs

Error! Bookmark not defined.H.6.1 Travel Costs (AUG 2008)

Error! Bookmark not defined.H.6.2 Travel Costs (Including Foreign Travel)

Error! Bookmark not defined.H.6.3 Training

Error! Bookmark not defined.H.6.4 General Purpose Office Equipment (GPOE) and IT

Error! Bookmark not defined.H.7 Leasing

Error! Bookmark not defined.H.8 Government Property, Information, Workspace

Error! Bookmark not defined.H.8.1 Contractor Acquired Property.

Error! Bookmark not defined.H.8.2 Disposition of Government Property

Error! Bookmark not defined.H.10 Disclosure of “Official Use Only” Information Safeguards

Error! Bookmark not defined.H.11 Disclosure of Information--Official Use Only

Error! Bookmark not defined.H.12 Standard of Conduct at Government Installations

Error! Bookmark not defined.H.13 Advertisements, Publicizing Awards and News Releases

Error! Bookmark not defined.H.14 Contractor’s Employees Identification

Error! Bookmark not defined.H.15 Teaming Arrangements

Error! Bookmark not defined.H.16 Subcontracting

Error! Bookmark not defined.H.17 Incorporation of Subcontracting Plan

Error! Bookmark not defined.H.18 Notification Requirements Under a Cost Reimbursement Contract

Error! Bookmark not defined.H.19 Key Personnel

Error! Bookmark not defined.H.19.1 Key Personnel Positions

Error! Bookmark not defined.H.19.2 Specialized Disciplines

Error! Bookmark not defined.H.20 Substitution of Key Personnel

Error! Bookmark not defined.H.21 Interrelationships of Contractors

Error! Bookmark not defined.H.22 Observance of Legal Holidays and Excused Absence

Error! Bookmark not defined.H.23 Insurance (HSAR 3052.228-70) (DEC 2003)

Error! Bookmark not defined.H.24 Information Technology Accessibility for Persons with Disabilities

Error! Bookmark not defined.H.25 Section 508 Compliance Requirements

Error! Bookmark not defined.H.26

HSAR 3052.209-72 ORGANIZATIONAL CONFLICT OF INTEREST (JUN 2006)

Error! Bookmark not defined.H.27 Limitation of Future Contracting

Error! Bookmark not defined.H.28 Performance-Based Services Contracting

Error! Bookmark not defined.H.29 Ordering Procedures – Services (OCT 2007)

Error! Bookmark not defined.H.30 Security Procedures (OCT 2008)

Error! Bookmark not defined.H.31 Access to Classified National Security Information (AUG 2008)

Error! Bookmark not defined.H.32 Incremental Funding (MAR 2003)

Error! Bookmark not defined.SECTION I - CONTRACT CLAUSES

Error! Bookmark not defined.SECTION J – LIST OF ATTACHMENTS

Error! Bookmark not defined.SECTION K – REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS OR RESPONDENTS

Error! Bookmark not defined.K.1 Solicitation Provisions

Error! Bookmark not defined.K.2 52.203-2 Certificate of Independent Price Determination (APR 1985)

Error! Bookmark not defined.K.3 52.204-3 Taxpayer Identification (OCT 1998)

Error! Bookmark not defined.K.4 52.212-3 Offeror Representations and Certification -- (NOV 2006) Commercial Items

Error! Bookmark not defined.K.5 52.207-4 Economic Purchase Quantities —Supplies (AUG 1987)

Error! Bookmark not defined.K.6 52.209-5 Certification Regarding Debarment, Suspension, (DEC 2001) Proposed Debarment, and Other Responsibility Matters

Error! Bookmark not defined.K.7 52.215-6 Place of Performance (OCT 1997)

Error! Bookmark not defined.K.8 52.219-1 Small Business Representations (MAY 2004)

Error! Bookmark not defined.K.9 52.222-22 Previous Contracts and Compliance Reports (FEB 1999)

Error! Bookmark not defined.K.10 52.222-25 Affirmative Action Compliance (APR 1984)

Error! Bookmark not defined.K.11 52.222-38 Compliance With Veterans’ Employment (DEC 2001) Reporting Requirements

Error! Bookmark not defined.K.12 52.223-13 Certification of Toxic Chemical Release (AUG 2003) Reporting

Error! Bookmark not defined.K.13 52.226-2 Historical Black College or University and (MAY 2001) Minority Institution Representation

Error! Bookmark not defined.K.14 52.226-3 Disaster or Emergency Area Representation (AUG 2006)

Error! Bookmark not defined.K.15 52.227-6 Royalty Information (APR 1984)

Error! Bookmark not defined.K.16 52.227-15 Representation of Limited Rights Data and (MAY 1999) Restricted Computer Software

Error! Bookmark not defined.SECTION L – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS OR RESPONDENTS

Error! Bookmark not defined.L.1 52.252-1 Solicitation Provisions Incorporated By Reference (FEB 1998)

Error! Bookmark not defined.L.2 52.215-1 Instructions to Offerors - Competitive Acquisition, Alternate I (OCT 1997)

Error! Bookmark not defined.L.3 General Instructions

Error! Bookmark not defined.L.4 Release of RFP and Submission of Questions

Error! Bookmark not defined.L.5 General Information

Error! Bookmark not defined.L.6 Submission of Offers

Error! Bookmark not defined.L.7 Written Technical Proposal, Part I

Error! Bookmark not defined.L.7.1 Factor 1- Management and Staffing Approach (Part I, Tab A)

Error! Bookmark not defined.L.7.2 Factor 2 - Technical Approach (Part I, Tab B)

Error! Bookmark not defined.L.7.3 Factor 3 - Past Performance

Error! Bookmark not defined.L.7.4 Factor 4 - Small Business (SB) Utilization and SB Subcontracting Plan (Part I, Tab C)

Error! Bookmark not defined.L.7.5 Signed Teaming Agreements (Part I, Tab D)

Error! Bookmark not defined.L.8 Written Cost/Price Proposal (Part II)

Error! Bookmark not defined.L.9 Freedom of Information Act (FOIA)

Error! Bookmark not defined.SECTION M – EVALUATION FACTORS FOR AWARD

Error! Bookmark not defined.M.1 FAR 52.217-5 Evaluation of Options (JUL 1990)

Error! Bookmark not defined.M.2 Method of Proposal Evaluation and Award

Error! Bookmark not defined.M.3 Competitive Range

Error! Bookmark not defined.M.4 Evaluation Factors

Error! Bookmark not defined.M.4.1 Factor 1: Management and Staffing Approach

Error! Bookmark not defined.M.4.2 Factor 2: Technical Approach

Error! Bookmark not defined.M.4.2

Error! Bookmark not defined.M.4.3 Factor 3: Past Performance

Error! Bookmark not defined.M.4.4 Factor 4: Small Business Utilization and SB Subcontracting Plan

Error! Bookmark not defined.M.4.5 Cost/Price Proposal Evaluation

Error! Bookmark not defined.M.5 Risk Assessment

Error! Bookmark not defined.M.6 Award

Error! Bookmark not defined.ATTACHMENTS

Error! Bookmark not defined.Attachment 1 - List of Acronyms

Error! Bookmark not defined.Attachment 2 - Problem Notification Report

Error! Bookmark not defined.Attachment 3 – Sample Request for Travel Template

Error! Bookmark not defined.Attachment 4 – Sample Program Staffing Plan Table Format

Error! Bookmark not defined.Attachment 5 - Key Personnel Qualification Matrix Example

Error! Bookmark not defined.Attachment 6 – Past Performance Survey

Error! Bookmark not defined.Attachment 7 – Notional Labor Category Descriptions

Error! Bookmark not defined.Attachment 8 – Notional Labor Categories and FTEs for Task Orders

Error! Bookmark not defined.Attachment 9 – Small Business Subcontracting Plan Outline

Error! Bookmark not defined.Attachment 10 – DD Form 254

Error! Bookmark not defined.Attachment 11 – Background Investigation Information

Error! Bookmark not defined.Attachment 12 – Notional Labor Categories for Cost Proposal

Error! Bookmark not defined.Attachment 13 – Draft Award Fee Determination Plans

Error! Bookmark not defined.Attachment 14 – Task Order 01, SBI Program Management Office Support

Error! Bookmark not defined.Attachment 15 – Task Order 02, Tactical Infrastructure Program Support

Error! Bookmark not defined.Attachment 16 – Notional SBI Staffing Plan

Error! Bookmark not defined.Attachment 17 – Consolidated List of SBI Support Contractors by Labor Category and Number of Employees

3SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

3B.1

3B.2 Contract Type (OCT 2008)

3B.3 Base and Option Periods

3B.4 Contract Pricing

3B.4.1 Firm Fixed Price Task Orders

3B.4.2

4B.4.3 Cost Reimbursement Task Orders

5B.4.5 Work Outside the Continental United States (OCONUS)

5B.5 Labor Rate Table

7B.6 Minimum Quantity

7B.7 Maximum Quantity

9SECTION C – PERFORMANCE WORK STATEMENT

9C.1

9C.1.1 Objective

9C.1.2 Scope

10C.1.3 Contract and Task Order Management

11C.1.4

14C.2 General Program Support

14C.2.1

14C.2.2 General Program Management

15C.2.3 General Operational and Engineering Support

16C.2.4 General Organizational Development and Quality Management Support

17C.2.5 General Integrated Logistics Support and Planning

17C.2.6

18C.2.7

19C.2.8 Transitional Planning and Support

21SECTION D - PACKAGING AND MARKING

21D.1 Packing, Packaging, Marking and Storage of Equipment

21D.2 Markings

21D.3 Equipment Removal

21D.4 Deliverables Media

23SECTION E - INSPECTION AND ACCEPTANCE

23E.1

23E.2

23E.3 Scope of Inspection

23E.4 Basis of Acceptance

25E.5 Review of Deliverables

25E.6 Written Acceptance/Rejection by the Government

27SECTION F – DELIVERIES OR PERFORMANCE

27F.1

27F.2

27F.3 Place of Performance

28F.4

28F.5 Notice to the Government of Delays

28F.6

29F.7 Subcontracting Plan Reports

29F.7.1 Individual Subcontracting Report

29F.7.2 Summary Subcontract Report

31SECTION G - CONTRACT ADMINISTRATION DATA

31G.1 Accounting and Appropriation Data

31G.2 Points of Contact

31G.2.1 Contracting Officer

32G.2.2

32G.2.3 Contractor’s Senior Management Principal

32G.3 Task Ordering By the CO

32G.3.1

33G.3.2

33G.4

33G.4.1

36G.4.2

36G.5

37G.6 Submission of Invoices (FEB 2008)

38G.7

39SECTION H – SPECIAL CONTRACTING REQUIREMENTS

39H.1

39H.2

39H.3

39H.4

39H.5 Selected Items of Costs

39H.5.1 Travel Costs (AUG 2008)

40H.5.2

40H.5.3 Training

40H.5.4 General Purpose Office Equipment (GPOE) and IT

41H.6 Government Property, Information, Workspace

41H.6.1 Contractor Acquired Property.

41H.6.2 Disposition of Government Property

42H.7 Disclosure of “Official Use Only” Information Safeguards

42H.8 Disclosure of Information--Official Use Only

42H.9 Standard of Conduct at Government Installations

43H.10 Advertisements, Publicizing Awards and News Releases

43H.11 Contractor’s Employees Identification

43H.12 Teaming Arrangements

43H.13 Subcontracting

44H.14 Incorporation of Subcontracting Plan

44H.15 Notification Requirements Under a Cost Reimbursement Contract

44H.16 Key Personnel

44H.16.1 Key Personnel Positions

44H.16.2 Specialized Disciplines

46H.17 Substitution of Key Personnel

46H.18 Interrelationships of Contractors

47H.19 Observance of Legal Holidays and Excused Absence

48H.20 Insurance (HSAR 3052.228-70) (DEC 2003)

48H.21 Information Technology Accessibility for Persons with Disabilities

48H.22 Section 508 Compliance Requirements

49H.23

HSAR 3052.209-72 ORGANIZATIONAL CONFLICT OF INTEREST (JUN 2006)

50H.24 HSAR 3052.209-73 Limitation of Future Contracting

51H.25 Performance-Based Services Contracting

51H.26 Ordering Procedures – Services (OCT 2007)

52H.27 Security Procedures (OCT 2008)

54H.28 Access to Classified National Security Information (AUG 2008)

55H.29 Incremental Funding (MAR 2003)

57SECTION I - CONTRACT CLAUSES

81SECTION J – LIST OF ATTACHMENTS

83SECTION K – REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS OR RESPONDENTS

83K.1 Solicitation Provisions

83K.2 52.203-2 Certificate of Independent Price Determination (APR 1985)

84K.3 52.204-3 Taxpayer Identification (OCT 1998)

86K.4 52.207-4 Economic Purchase Quantities —Supplies (AUG 1987)

87K.5 52.209-5 Certification Regarding Debarment, Suspension, (DEC 2001) Proposed Debarment, and Other Responsibility Matters

88K.6 52.215-6 Place of Performance (OCT 1997)

89K.7 52.219-1 Small Business Representations (MAY 2004)

91K.8 52.222-22 Previous Contracts and Compliance Reports (FEB 1999)

91K.9 52.222-25 Affirmative Action Compliance (APR 1984)

92K.10 52.222-38 Compliance With Veterans’ Employment (DEC 2001) Reporting Requirements

92K.11 52.223-13 Certification of Toxic Chemical Release (AUG 2003) Reporting

93K.12 52.226-2 Historical Black College or University and (MAY 2001) Minority Institution Representation

94K.13 52.226-3 Disaster or Emergency Area Representation (AUG 2006)

94K.14 52.227-6 Royalty Information (APR 1984)

95K.15 52.227-15 Representation of Limited Rights Data and (MAY 1999) Restricted Computer Software

97SECTION L – INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS OR RESPONDENTS

97L.1 52.252-1 Solicitation Provisions Incorporated By Reference (FEB 1998)

97L.2 52.215-1 Instructions to Offerors - Competitive Acquisition, Alternate I (OCT 1997)

97L.3 General Instructions

98L.4 Release of RFP and Submission of Questions

99L.5 General Information

99L.6 Submission of Offers

101L.7 Written Technical Proposal, Part I

101L.7.1 Factor 1- Management and Staffing Approach (Part I, Tab A)

102L.7.2 Factor 2 - Technical Approach (Part I, Tab B)

102L.7.3 Factor 3 - Past Performance

103L.7.4 Factor 4 - Small Business (SB) Utilization and SB Subcontracting Plan (Part I, Tab C)

103L.7.5 Signed Teaming Agreements (Part I, Tab D)

104L.8 Written Cost/Price Proposal (Part II)

105L.9 Freedom of Information Act (FOIA)

107SECTION M – EVALUATION FACTORS FOR AWARD

107M.1 FAR 52.217-5 Evaluation of Options (JUL 1990)

107M.2 Method of Proposal Evaluation and Award

107M.3 Competitive Range

107M.4 Evaluation Factors

108M.4.1 Factor 1: Management and Staffing Approach

109M.4.2

109M.4.3 Factor 3: Past Performance

109M.4.4 Factor 4: Small Business Utilization and SB Subcontracting Plan

110M.4.5 Cost/Price Proposal Evaluation

110M.5 Risk Assessment

110M.6 Award

111ATTACHMENTS

111Attachment 1 - List of Acronyms

114Attachment 2 - Problem Notification Report

115Attachment 3 – Sample Request for Travel Template

116Attachment 4 – Sample Program Staffing Plan Table Format

117Attachment 5 - Key Personnel Qualification Matrix Example

118Attachment 6 – Past Performance Survey

121Attachment 7 – Notional Labor Category Descriptions

122Attachment 8 – Notional Labor Categories and FTEs for Task Order 01

123Attachment 9 – Small Business Subcontracting Plan Outline

124Attachment 10 – DD Form 254

125Attachment 11 – Background Investigation Information

126Attachment 12 – Notional Labor Categories for Cost Proposal

127Attachment 13 – Draft Award Fee Determination Plan

128Attachment 14 – Task Order 01, SBI Program Management Office Support

129Attachment 15 – Notional SBI Staffing Plan

130Attachment 16 – List of Support Contractors by Labor Category and Number of Employees

(This Page Intentionally Left Blank)

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 General

The Contractor shall provide, in accordance with issued Task Orders (TOs), all management, supervision, labor, facilities and materials necessary to perform Secure Border Initiative (SBI) Program Management Office Support Services (PMOSS) on an Indefinite Delivery‑Indefinite Quantity (IDIQ) basis. Task orders may be Cost Plus Fixed Fee (CPFF), Cost Plus Award Fee (CPAF), and Firm Fixed Price (FFP) in accordance with Federal Acquisition Regulation (FAR) Part 16.5. The SBI Acquisition Office will issue TOs in accordance with the procedures set forth in Sections G and I.

For Task Order 01, contained within this solicitation as Attachment 14, the Contractor shall provide, in accordance with the Performance Work Statement (PWS), all management, supervision, labor, and materials necessary to provide SBI PMOSS on a CPAF basis. For the purpose of TO 01, the offeror shall propose a combination of base fee and award fee. Base fee shall not exceed 3% of the estimated cost.

B.2 Contract Type (OCT 2008) This is an Indefinite Delivery- Indefinite Quantity (IDIQ) contract.

B.3 Base and Option Periods

The term of this IDIQ contract is a base, one‑year period and two one‑year option periods. This is not a multi-year contract as defined in FAR Part 17.1. Each option year may be issued with performance periods up to twelve months.

B.4 Contract Pricing

B.4.1 Firm Fixed Price Task Orders For FFP task orders, the quantity of each item or labor category ordered will be multiplied against the rates listed in the schedule (Section B.4), and the cumulative extended total of all items ordered will define the fixed price for the TO. Travel and Other Direct Costs (ODCs), if applicable, may be estimated for each TO, burdened with the ODC and travel multiplier specified in this schedule. The travel multiplier shall not be burdened with profit. Any total rate negotiated for travel and ODCs will be added to the extended price of all ordered items to arrive at the total fixed price for the TO.

B.4.2

The labor rates will be priced in accordance with the pricing set forth in Section B.4, Labor Rate Tables. The labor rates in Section B.4 shall reflect the fully-burdened rates for each labor category and shall apply to all direct labor hours.

(a) Labor. The Section B.4 Labor Rate Tables represents fully-loaded hourly rates for each skill classification. The fully-burdened labor rates include all direct, indirect, general and administrative costs and profit associated with providing the required skill. The fully-burdened labor rates include all labor and labor-related costs, such as, but not limited to, the following list of representative labor-related costs: salaries, wages, fringe benefits and holidays, overhead, and general and administrative expenses. The use of uncompensated overtime is not encouraged. All hourly rates are based on a 40-hour work-week (ex. 1,960 hours per year or in accordance with the Contractor’s Disclosure Statement).

(b) Government Site Rates. When performing at Government sites, the Contractor shall furnish fully-burdened labor rates. The Government will provide only office space, furniture, and office equipment and supplies, as described in Section H.8, Government Property.

(c) Other Direct Costs (ODCs). Other Direct Costs consist of materials and performance-related costs (other than labor or travel costs). The cost of general-purpose items required for performing the Contractor’s normal business operations will not be considered an allowable direct charge ODC in the performance of this contract.

(d) Travel. This includes prime contractor and subcontractor travel costs, i.e. relocation and temporary duty (TDY), including lodging and meals. Profit is not allowed on Travel.

B.4.2.1 Labor Category and ODC Rate Refreshment

At any time throughout the life of the contract, at the request of either the Contractor or the Government, the Contractor may propose additional labor categories, rates and descriptions. These additional labor categories, rates and descriptions will be negotiated on a case-by-case basis. The additional categories, rates and descriptions proposed, upon determination by the Government that they are fair and reasonable, may be incorporated by modification into the Section B.4 Labor Rate Tables of this contract.

(b) At any time throughout the life of the contract, at the request of either the Contractor or the Government, the Contractor may modify the multipliers for ODCs and travel based on the Contractor’s audited indirect rates for its fiscal year. These modified multipliers will be negotiated on a case-by-case basis. The modified multipliers, upon determination by the Government that they are based on Defense Contract Audit Agency (DCAA) or other Government audit information will be incorporated by modification into the Section B.4 Labor Rate Tables of this contract.

B.4.3 Cost Reimbursement Task Orders For Cost Reimbursement task orders, the quantity of each item or labor category ordered will be multiplied against the rates listed in the schedule (Section B.4), and the cumulative extended total of all items ordered will define the estimated cost for the TO. Travel and ODCs, if applicable, may be estimated for each TO, burdened with the ODC and travel multiplier specified in this schedule. The travel multiplier shall not be burdened with fee. Any total costs negotiated for travel and ODCs will be added to the extended costs of all ordered items to arrive at the total estimated cost for each cost reimbursement TO. Fee shall be applied to the total cost base exclusive of travel costs.

B.4.4 Cost Reimbursement Rates All work performed on a Cost Reimbursement basis shall be priced in accordance with approved DCAA (or FAR Part 31) rates. Direct and indirect cost rates will be established at contract award. The Contractor shall provide complete supporting schedules identifying all applicable direct and indirect rate estimates. Contractors with approved DCAA rates should submit their most recent provisional indirect billing and actual rates for both direct and indirect rates. Contractors without audited rates shall propose indirect rates in accordance with FAR Part 31. The fee will be negotiated consistent with statutory limitations.

B.4.5 Work Outside the Continental United States (OCONUS)

The Government anticipates there may be work outside the United States. The contractor shall use the same labor rates consistent with working at the Government site.

B.5 Labor Rate Table The Contractor shall provide a Labor Rate Table, similar to the one as seen in Attachment 12, which identifies the notional labor categories and labor rates for performing the requirements of this contract. The Contractor shall include Government site fully‑loaded, firm-fixed price, and hourly labor rates for each labor category. The contractor shall provide Government site, cost reimbursable rates for each labor category that are fully burdened through cost. Fee will be negotiated on a case-by-case basis for cost reimbursable task orders.

Firm-Fixed Price Fully Loaded Hourly Labor Rate Table

Labor Category

(Notional) Firm-Fixed Price

Fully Loaded Hourly Labor Rates

(Base Year) Firm-Fixed Price

Fully Loaded Hourly Labor Rates

(Option 1) Firm-Fixed Price

Fully Loaded Hourly Labor Rates

(Option 2)

Sr. Management Principal

Management Principal

Sr. Management Analyst

Management Analyst

Analyst

Sr. Financial Analyst

Financial Analyst

Sr. Management Consultant

Management Consultant

Sr. Program Manager

Program Manager

Project Manager

Sr. Management Specialist

Management Specialist

Subject Matter Expert I

Subject Matter Expert II

Subject Matter Expert III

Subject Matter Expert IV

Sr. Support Specialist

Support Specialist

IT Specialist

IT Communications Specialist

Sr. Engineer

Engineer

ODC Multiplier

Travel Multiplier

Cost Reimbursable Hourly Labor Rate Table (Burdened through Costs)

Labor Category

(Notional) Cost Reimbursable Hourly Labor Rates (Burdened through Costs)

(Base Year) Cost Reimbursable Hourly Labor Rates (Burdened through Costs)

(Option 1) Cost Reimbursable Hourly Labor Rates (Burdened through Costs)

(Option 2)

Sr. Management Principal

Management Principal

Sr. Management Analyst

Management Analyst

Analyst

Sr. Financial Analyst

Financial Analyst

Sr. Management Consultant

Management Consultant

Sr. Program Manager

Program Manager

Project Manager

Sr. Management Specialist

Management Specialist

Subject Matter Expert I

Subject Matter Expert II

Subject Matter Expert III

Subject Matter Expert IV

Sr. Support Specialist

Support Specialist

IT Specialist

IT Communications Specialist

Sr. Engineer

Engineer

ODC Multiplier

Travel Multiplier

B.6 Minimum Quantity

The Government shall order a minimum of services in the dollar amount of $100,000 over the term of the contract.

B.7 Maximum Quantity The maximum quantity of services, which the Government may order during the life of this contract, is $98.8 Million.

(End of Section B) (This page intentionally left blank)

SECTION C – PERFORMANCE WORK STATEMENT

C.1 General

C.1.1 Objective

The Department of Homeland Security (DHS), U.S. Customs and Border Protection (CBP), Secure Border Initiative (SBI) currently receives contractor support services from more than four contractors providing advisory and assistance services in the areas of program management support. The SBI Program Management Office (PMO) desires to establish a single IDIQ contract and contractor to coordinate and deliver all required PMO support efforts, including the contractor’s administrative responsibility associated with managing this Program Management Office Support Services contract and all subsequent task orders (TOs). The Contractor can provide these services totally within its own organizational resources, or can propose a team or subcontractor relationship under its single management; in any event, the Government’s intent is to coordinate with, and hold accountable for delivery of products and services, the single successful Contractor.

The SBI PMO and SBI Acquisition Office (AO) intend to award TOs under the IDIQ contract. Task Order 01, SBI Program Management Office Support, is incorporated into this solicitation as Attachment 14. The AO anticipates awarding future TOs, as needed, to meet SBI requirements. Future TOs will have their own unique performance‑based work statements and other requirements, and require technical and cost proposals from the contractor.

C.1.2 Scope

Contractor‑provided program management support services represent a significant portion of the SBI’s current support. For Task Order 01, the Government intends to increase its Government staff and reduce reliance on contractors over the period of this IDIQ contract and TO 01. Notionally, the Government anticipates reducing contractor personnel from approximately 120 personnel for the SBI PMO to approximately 47 contractor personnel over a two year period. The Government anticipates making staffing adjustments on a quarterly basis. For more information pertaining to Task Order 01, see Attachment 8, Notional Labor Categories and FTEs for Task Order 01. For the current list of SBI support contractors by labor category and number of employees see Attachment 16. One primary goal of this procurement and IDIQ contract is to establish more than one TO for program support that will enable the PMO and SBI Program Managers (PMs) to meet dynamic requirements and accomplish their mission objectives.

The SBI, in general, and SBInet is a dynamic organization where the Government’s expectation is that contractors contribute to meeting goals and objectives, add value and are not simply at CBP to complete assigned tasks. The PMO has established an environment where particular value is placed on contract resources that act and perform in an advisory manner. Contractor staff is expected to engage in an open, free exchange of ideas that challenge the status quo, to ask probing questions to ensure progress is properly aligned, and ensure full consideration is given to competing options and ideas. The Government emphasizes the Contractor working in a positive, professional and collaborative manner with Government as an Industry Partner.

The scope of this IDIQ contract includes business management, program management services, possible trade studies and research supporting the PMO with the following functions and activities:

· Performance, Planning and Metrics;

· Budget & Financial Management Support;

· Program Management Support;

· Program Control Support;

· Systems Engineering Support;

· Organizational Development & Quality Management Support;

· Planning & Business Operations;

· Operational Requirements;

· Integrated Logistics Support & Planning;

· Deployment;

· Environmental Planning & Real Estate Support;

· Organization & Administration Support; and

· Transitional Planning & Support

The Contractor shall provide support in all aspects of planning, developing, revising, coordinating, managing and implementing program and project management processes, tools and procedures. The Contractor shall also provide functional support for tasks by ensuring each work product is complete and providing analytical tools and techniques to ensure continual progress toward implementing the SBI. Over the life of the contract, additional support service areas may be identified by the PMO related to management or technical services.

C.1.3 Contract and Task Order Management Contract and TO management is a mandatory element under this IDIQ contract and all task orders. The objective of contract and TO management is to provide the program management, project control and contract administration necessary to manage a contract with multiple TOs for a large, diversified SBI Program so that the cost, schedule and quality requirements of each task order are tracked, communicated to the Government, and ultimately attained. The Government encourages using commercially available automated tools and then applying expertise on processes and metrics that support contract and TO management. The objective of the tools is to provide quicker access, improved accuracy, and enhanced accessibility for Contractors/clients, real-time monitoring of status/deliverables, tracking the quality of work products and gauging overall customer satisfaction.

C.1.4

Secretary Chertoff created the SBI early in his tenure at the DHS to bring clarity of mission, effective coordination of DHS assets, and greater accountability to the work of DHS in securing the Nation’s borders. In addition, the SBI has galvanized DHS action in supporting former President Bush’s objectives for comprehensive immigration reform. Former President Bush outlined a comprehensive approach to immigration reform and these objectives have been translated into three long-term goals: (1) gain effective control of the borders; (2) strengthen interior enforcement and compliance with immigration and customs laws; and, (3) support Congressional passage and Executive Branch implementation of a Temporary Worker Program (TWP). These long-term goals are highly interdependent and must be addressed simultaneously and collectively to achieve border security. Multiple programs and ongoing efforts within DHS and other Executive Departments support these long-term and annual performance goals; SBI serves to align and coordinate these goals as a whole.

Simultaneous pursuit of all three goals allows DHS to build upon considerable progress to date in gaining control of the border. This work includes: strong border security enhancements that incorporate new technology, security infrastructure, and additional personnel to identify and interdict illegal entries; vigorous interior enforcement of immigration laws that encourage employers to hire legal workers; and, efforts to pass an effective TWP that is well regulated, highly visible, and rests upon a secure form of identification.

Achieving effective control of the border requires an optimal mix of personnel, technology, and infrastructure, as well as response assets, which will provide maximum tactical advantage in each unique border environment. Risk-based deployment of the solution, along with a new regime of complementary regulations and legislation will be required. Success will also require flexibility and responsiveness throughout the entire immigration system to include maximizing the use of detention resources, personnel, transportation, and removal capabilities.

C.1.4.1 Supported Organizations

The SBI programs are responsive to needs and requirements of the mission elements who share responsibility for the security of our Nation’s borders. Within CBP, those mission elements include the Office of Border Patrol (OBP), the Office of Field Operations (OFO), the Office of Air and Marine Operations, and the Office of Intelligence and Operations Coordination (OIOC). In addition, SBI is charged to integrate and respond to requirements of mission elements outside of CBP—including but not limited to the United States Coast Guard (USCG), Immigration and Customs Enforcement (ICE), and the Department of Homeland Security Office of Intelligence and Analysis (I&A).

Elements of border security are be carried out by many organizations within the DHS. The Department has established the Secure Border Coordination Council (SBCC), which is chaired by the Deputy Secretary, and consists of seven additional members including the Executive Director of the Secure Border Coordination Council Office; the Assistant Secretary for Policy; the Commissioner of CBP; the Assistant Secretary for ICE; the Director of USCIS; the Commandant of the USCG; and the Assistant Secretary for I&A. The responsibilities of the SBCC are as follows:

· Provide the leadership and oversight required to achieve SBI goals.

· Drive integration as needed throughout DHS components to ensure alignment with the SBI strategic plan and supporting programs, the Secretary’s priorities, and the goals, objectives and commitments DHS components.

· Consistently inform and engage other internal and external SBI stakeholders to build trust and maintain momentum.

· Provide oversight to component SBI programs and ensure they have the appropriate resources to execute their programs.

The Commissioner of CBP established an Executive Steering Committee (ESC), comprised of the Commissioner, Deputy Commissioner, and Associate Commissioners of all CBP line organizations, and the SBI Executive Director. The ESC acts as an advisory and decision-making body for SBI-related matters. The ESC brings together a small group of leaders to make corporate decisions on priorities of work, scope of work, acceptability of work, and integration, in relation to activities elsewhere in CBP. The ESC defines scope to be everything CBP is doing for border security: how money is being spent, the hiring/training of Border Patrol agents and upgrades to technology, facilities and air support.

C.1.4.2 Program Governance

The SBI Executive Director reports directly to the CBP Commissioner. Figure 1 depicts the CBP Program Governance Structure.

Figure 1: CBP Program Governance Structure

Figure 2 depicts the SBI organizational structure which complements the SBI governance structure. The acquisition programs under SBI include SBInet and the Tactical Infrastructure Program.

The PMO and SBInet are responsible for developing and installing the technology solution for border control at and between our ports of entry. Furthermore, SBInet will build a Common Operating Picture (COP) of the border environment within a command center environment, which will provide uniform data to all DHS agencies and be interoperable with stakeholders external to DHS. The goal of SBInet is to field the most effective proven technology, staffing and response platforms; and integrate them into a single comprehensive border security solution. Other programs areas that fall under the SBI include Business Management Operations, Operational Integration, and Systems Engineering.

Tactical Infrastructure (TI) is an important aspect of the Initiative but, organizationally, is not part of the SBI. TI is responsible for developing, installing and maintaining tactical infrastructure including roads, lighting, pedestrian fencing, and vehicle fencing solutions for CBP. A recent achievement of the Tactical Infrastructure Office has been to deploy over 370 miles of primary fence and 300 miles of vehicle fence by the end of calendar year 2008.

The roles and responsibilities of the SBI support divisions are described in the SBI Program Management Plan (PMP) and program documents found in the pre solicitation notices at FedBizOpps.gov.

Figure 2: SBI Organizational Structure

C.1.3.3 Other Contract Support

In addition to the program management services to be contracted and awarded through this procurement, the Executive Director’s Office will maintain existing contracts or award new contracts. The PMOSS contractor on this contract may interface with other support contractors to help meet program or project objectives. Examples of other contracts include, but are not limited to, the following:

Federally Funded Research and Development Center (FFRDC) support for assistance regarding strategic planning, governance, stakeholder coordination, Solutions Architect oversight, acquisition planning, and technical solutions as related to the FFRDC (Contractor: The Mitre Corporation).

Full life cycle Independent Validation and Verification (IV&V) services (Contractor: Keane Federal Systems, Inc.).

C.2 General Program Support

The successful contractor of this IDIQ contract and subsequent TOs is expected to coordinate and cooperate with the SBI “System Prime” contractor (i.e., currently The Boeing Company) and other contractors as while working with the SBI PMs and as directed by the TO Contracting Officer’s Technical Representatives (COTRs). The Contractor shall assist the Government by participating in Integrated Product Teams (IPTs), among other tasks, for the purpose of facilitating and accomplishing program activities.

Prior to providing acquisition or procurement‑related support, the Contractor shall sign all Non‑Disclosure Agreement and Organizational Conflict-of-Interest documents applicable to each division or TO.

This contract requires access to classified national security information up to the TOP SECRET level. The successful contractor must possess the appropriate security level clearance and be a participant under the National Industrial Security Program (NISP) prior to award. This requirement also applies to any subcontractors utilized by the Contractor. A DD‑254 Form (Contract Security Classification Specification) and security classification guide will be incorporated and made a part of this contract.

Task Order 01 program management support is more defined in the TO. At the contract level, program management support shall include but not be limited to the following:

C.2.1

The Contractor shall provide program management support under this IDIQ contract to the PMO, SBInet, and their support divisions. Contractor support includes coordination of invoice submittals and reviews, travel requests and authorizations, requests and authorizations for additional work hours, Problem Notification Reports; and the management and oversight of all activities performed by contractor/subcontractor personnel to satisfy the requirements identified in this contract and TOs. The Contractor shall identify a Senior Lead Management Principal [i.e., Program Manager (PM)] who shall provide management, direction, administration, quality assurance, and leadership to the execution of this IDIQ contract.

C.2.2 General Program Management

Other program management and support functions include:

· Attending TO and project kick-off meetings and status meetings

· Providing TO Status Reports and Trip Reports

· Submitting requests for authorization to travel or work over regular hours

· Supporting SBI PMs and project managers with Acquisition Reviews, Program Management Reviews (PMRs), performance and other project‑related reviews such as an Integrated Baseline Reviews (IBRs)

· Participating in Prime program activities including PMRs, reviews (CDRs, PDRs, etc)

· Developing, tracking and maintaining program artifacts; and assisting with the organization, dissemination and control of artifacts

· Assisting with the central coordination of data, performance measures, reports, analysis and strategic planning

· Monitoring and tracking program compliance

· Assisting in formulating and executing program and project budgets, including planning, programming, budgeting, and execution of the program or project budgets.

· Providing cost estimating support (analysis, models, research, and documentation) to develop all forms of cost estimates including System Life Cycle Cost Estimates, Independent Government Cost Estimates, individual project estimates, and other ad hoc estimates

· Assisting in pre-award functions associated with awarding a new task order, including integrated planning with other pre-award activities; and advise and assist the SBI PMs regarding contract or task order issues involving scope and compliance

· Working for CBP while working with other contractors such as the System Prime, the IV&V contractor and contractors as necessary

Although the Government does not require the Contractor develop and deliver many program artifacts, the Contractor shall support the PMO with reviewing, revising and managing program artifacts; those artifacts include the following and may include additional artifacts:

· Program Management Plan (PMP)

· Program/Project Spend Plan(s)

· Communication Plan

· Risk Management Plan

· Test and Evaluation Master Plan (TEMP)

· Integrated Master Plan (IMP)

· Integrated Master Schedule (IMS)

· Requirements Development and Management Plan

· Systems Engineering Management Plan (SEMP)

· Requirements Development and Management Plan

· Concept of Operations Plans

C.2.3 General Operational and Engineering Support

The Contractor shall assist the Government in developing program operational requirements in the form of functional specifications, sector and geographic requirements; serve the PMO as a support function with CBP operational components to provide current and desired operational capabilities and requirements; and ensure requirements meet the needs of the user community and comply with operational policies, mandates, rules, and regulations. This support shall also include but not be limited to:

· Coordinating with other CBP and DHS organizations impacting SBI requirements, identifying requirements, requirements analysis, and requirements management functions;

· Support the PMO as it validates the technical and interface requirements baselines;

· Assist in the maintenance, validation, configuration management, and dissemination of a systems lay-down database; and identifying geographical location, environmental, and real estate information on planned deployment sites;

· Collect and analyze data;

· Support the SBI Program offices as they maintain manning and staffing requirements;

The Contractor shall assist the Government in developing and applying system and design specifications, performance baselines, testing processes and activities, engineering processes, technical risk management, configuration management, software development, enterprise architecture integration; and reliability, maintainability, availability and sustainability. This support shall include but is not limited to:

· Align SBI as a system within the DHS and CBP enterprise to ensure program alignment, and mapping to the business architecture and technology standards;

· Submitting technical documents to the appropriate review boards for inclusion in the DHS and CBP Enterprise Architecture Technical Reference Model;

· Assist with Government participation in all Systems Engineering activities, including the development and integration of communications systems;

· Provide Configuration and Change Management (CM) support, to include document and deliverable management and control; and develop, implement and maintain a configuration management baseline and change control procedures

· Maintain a CM library of all systems, interfaces, items, detailed and material specifications, and processes developed by the System Prime;

· Assess the development, design, and/or creation of software that satisfies SBI Command, Control, Communications, and Intelligence (C3I) system operational needs or objectives;

· Conduct offsite and onsite independent trade studies;

· Participate in Systems Engineering activities and act as the SME for the development, integration and accreditation of SBI Information Technology (IT) Infrastructure;

· Provide deployment and installation, technical and program support in the field, including logistics, oversight, quality assurance, and integration testing support as needed.

C.2.4 General Organizational Development and Quality Management Support The Contractor shall assist the Government in developing strategies for organizational development, including allocation of tasks to organization elements, definition and assessment of key processes, strategic planning, and development of the workforce. The Contractor shall also support developing a robust quality and process management infrastructure. The Contractor shall maintain cognizance with a broad set of theories and models for organizational development and quality management, and shall recommend application of the appropriate theories and models to the PMO. Activities shall include but not be limited to:

· Provide SBI management with timely quality assurance information;

· Identify opportunities for quantitative measurements that can enhance SBI program management;

· Advise the PMO on the suppliers’ conformance to quality and process management requirements and practices; and

· Assist in identifying, managing, mitigating, and closing program cost, schedule, and technical risks.

C.2.5 General Integrated Logistics Support and Planning

The Contractor shall assist in maintenance and support planning for program solutions including deployment planning and management, site preparation support, development and implementation of operator and maintenance training required to support SBI technologies, and site readiness assessments in coordination with the appropriate operational elements. This shall include but is not limited to:

· Provide training expertise and support curriculum development;

· Coordinate the integration between the Office of Training and Development (OTD), the Office of Information and Technology (OIT), DHS internal and external stakeholders, and SBI offices on all SBI training initiatives;

· Ensure that supply sources must be accessible to operational components in the field to sustain the availability of program assets; and ensure that government assets are properly accounted for in the property and financial system of record, and include real property and land acquisition;

· Provide support for field offices, support and integration sites to include logistics tracking, technical coordination between the System Prime and program office, oversight, metric collection, and assistance in troubleshooting; and

· Support the development of Integrated Logistics Support Plans (ILSP), and support the development of program‑required documentation.

C.2.6

The Contractor shall assist the government in implementing an Environmental Planning Program in accordance with CBP policy and DHS Management Directives 5100, to ensure program compliance with environmental laws and…