Amendment_6.pdf

(x)

HSTS02-13-R-MLS263

x x 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 ACKNOWLEDGEMENT 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.

x

ARLINGTON VA 20598

701 S 12TH STREET

OFFICE OF ACQUISITION

ARLINGTON VA 20598

701 S 12th St

OPERATIONS SUPPORT

03/07/2014000006

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers 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

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

01/07/2014

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

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

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

ORDER NO. IN ITEM 10A.

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

Tax ID Number: Not Available

DUNS Number: Not Available

The purpose of this amendment to the Department of Homeland Security (DHS) Transportation

Security Administration (TSA) Solicitation HSTS02-13-R-MLS263 is to:

1. Extend the Proposal Due Date.

The Proposal Due Date has been extended to March 31, 2014/12:00 PM Eastern Standard Time.

2. Make clarifications to attachments 3 (Cost Proposal Worksheet) & 4 (Cost Build Up

Sheet).

Continued ...

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

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

Joseph F. Wolfinger

STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

NSN 7540-01-152-8070

Previous edition unusable

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.

Working Copy

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 3

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSTS02-13-R-MLS263/000006

Attachment 3 shall be used as the Cost Proposal for the IDIQ, Task Order 1, and Task Order 2.

Attachment 4 shall be used as the Cost Build Up for the Training and Exercises - Evaluation

Purposes Only.

3. Make changes to SECTION B - SUPPLIES OR

SERVICES AND PRICES/COSTS, SECTION C - STATEMENT

OF OBJECTIVES, SECTION I - CONTRACT CLAUSES,

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS, SECTION L -

INSTRUCTIONS, CONDITIONS, AND NOTICES TO

OFFERORS, SECTION M - EVALUATION FACTORS FOR

AWARD, TASK ORDER 1, and TASK ORDER 2.

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

has deleted the following:

B.5.1 PRICING RATE TABLES

Period of Performance Begins Ends

FY2014 01 Oct 2013 30 Sept 2014

FY2015 01 Oct 2014 30 Sep 2015

FY2016 01 Oct 2015 30 Sep 2016

FY2017 01 Oct 2016 30 Sep 2017

FY2018 01 Oct 2017 30 Sep 2018

FY2019 01 Oct 2018 30 Sep 2019

SECTION C - STATEMENT OF OBJECTIVES shall be amended as follows:

Please see the attachment entitled "Revised

Sections C, K, L, and M."

SECTION I - CONTRACT CLAUSES shall be amended to the following:

FAR 52.215-22 "Limitations on Pass-Through

Charges-Identification of Subcontract Effort (Oct

2009)" has been deleted.

FAR 52.215-23 "Limitations on Pass-Through

Charges (Oct 2009)" has been deleted.

FAR 52.219-14 "Limitations on Subcontracting (Nov

2011)" has been added.

SECTION K - REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS shall be amended as

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 3

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

HSTS02-13-R-MLS263/000006

follows:

Please see the attachment entitled "Revised

Sections C, K, L, and M."

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES

TO OFFERORS shall be amended as follows:

Please see the attachment entitled "Revised

Sections C, K, L, and M."

SECTION M - EVALUATION FACTORS FOR AWARD shall be amended as follows:

Please see the attachment entitled "Revised

Sections C, K, L, and M."

TASK ORDER 1 - PROGRAM MANAGEMENT AND SUPPORT

SERVICES shall be amended as follows:

See attached Revised Task Order 1.

TASK ORDER 2 - FY14 I-STEP OPS SUPPORT shall be amended as follows:

See attached Revised Task Order 2.

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

Revised Sections C, K, L, and M

SECTION C – STATEMENT OF OBJECTIVES

SECTION I: Requirement Information

Name of Requisitioning Office: TSA Intermodal Security Training and Exercise Program (I-STEP)

1. Does this requirement contain performance-based components? If yes, please complete this form as a PWS and complete the Quality Assurance Surveillance Plan (QASP) in Section X.

[ ] Yes

[ X ] No

2. If there are no performance-based components, has a contract monitoring plan been attached to the

SOW/PWS?

[X ] Yes

[ ] No

SECTION II: Purpose of the I-STEP

Product, Service or Outcomes Needed:

1. Program Management Services

2. Training Support Services

3. Exercise Management Support Services

4. Risk-Based Security Planning Solutions and Activities

To assist the TSA in meeting its responsibilities under the Aviation Transportation Security Act and to support the Department of Homeland Security responsibilities under the Maritime Transportation Security Act; the SAFEPORT Act; the Implementing Recommendations of the 9/11 Commission Act of 2007 (9/11 Act); and Presidential Policy Directive (PPD)-8: Preparedness; TSA requires support services to: 1) manage a program to deliver transportation security program management services; 2) manage a program to deliver transportation security training support services; 3) manage a program to deliver transportation security exercise management support services; and 4) Risk-Based Security Planning Solutions and Activities; identify and develop ideas for technology solutions to continuously improve the risk posture of the transportation systems serving the Nation.

TSA’s Intermodal Security and Training Exercise Program provides a viable and effective capability to build and sustain security preparedness to protect American people, enhance national resilience, and identify capability gaps and needed resources. Through front-line leadership and strategic industry partnerships, I-STEP supports the TSA’s Office of Security Policy and Industry Engagement (OSPIE) mission to develop risk-reducing security policies and plans for transportation operators. Working in partnership with various transportation sectors, I-STEP provides a variety of products and services that enable security partners to enhance security capabilities, build partnerships, and gain insight into transportation security. For instance, I- STEP gathers and analyzes information from transportation security exercises, and other sources, to harvest multi-modal security best practices, lessons learned and improvement opportunities.

I-STEP’s mission is to enable development and integration of risk-based, intelligence-driven exercises, training, and security planning solutions in collaboration with security partners to reduce risks to critical transportation infrastructure, including Freight Rail, Mass Transit, and Highway & Motor Carrier, Pipeline, and Aviation sectors.

1. Performance Objectives of the I-STEP

• Prevent & deter acts of terrorism using, or against, the transportation system;

• Enhance the all-hazard preparedness and resilience of transportation systems to safeguard U.S. national interests;

• Improve the effective use of resources for transportation security;

• Improve Sector situational awareness, understanding, and collaboration.

• Increase domain awareness of the Transportation System Sector (TSS) of the critical processes, issues, and activities that arise as a result of an actionable threat and/or during and following a Transportation Security Incident (TSI);

• Enhance the TSS’s proficiency in threat and incident management using the National Incident Management System (NIMS);

• Establish an environment conducive to supporting a sustained information sharing process (continuous feedback loop) and routine interaction among the TSS operators involved in managing transportation systems during a security threat or incident;

• Foster and support institutional relationships within the TSS, including industry operators, emergency managers, law enforcement agencies, media and security personnel, and all others involved in preventing, preparing for, mitigating, responding to, and recovering from actionable security threats and/or TSIs.

• Develop multi-modal security exercise and evaluation methodology services and solutions.

• Develop/enhance a suite of services, risk-based security planning solutions, and training products and a means to evaluate the performance of these activities.

• Use TSA-centric, sector specific security objectives and target capabilities to focus efforts on high-probability/high-consequence TSI/All Hazard AREAS.

• Ensure all exercise protocols are delivered in accordance with the National Incident Management

System (NIMS), National Response Framework (NRF), applicable Homeland Security Presidential Directives (HSPD), applicable Presidential Policy Directives (PPD) and are aligned with FEMA’s Homeland Security Exercise and Evaluation Program (HSEEP). Additionally, exercises, training and preparedness activities must be compatible with relevant standards and directives.

• Provide program management services in the development of exercise design and planning support to the TSS to ensure consistent design and development of objective-driven exercises.

• Produce security best practices, lessons learned, and document opportunities for TSS operators to enhance transportation security and preparedness.

• Include all sectors of transportation in the TSS in exercise design and execution.

• Build relationships with all sector stakeholders across industry and government, emphasizing incentives and benefits of I-STEP and maximizing buy-in.

Scope of the Product, Service, or Outcomes:

The scope of the services that may be required under Task Orders may include, but is not limited to the following:

1. Program Management Services

The scope of the program management services to be provided by the contractor includes, but is not limited to, the following:

• Assist with work planning, program and task management, review of plans, policies, procedures, protocols, authorities, and strategies related to the management of the I-STEP for training and exercises.

• Assist with the following for I-STEP: Strategic, Budget and Program Planning; Policy, Regulatory and Economic Analysis of program; Implementation and Technical Assistance for program.

• Assist with documenting the exercise and training portions of the program, ensuring effectiveness, risk reduction and cost benefit.

• Assist with developing and tracking transportation security objectives, key exercise events, scenarios and evaluation points of review/measures.

• Maintain I-STEP training/exercise meeting and conference schedule(s)

• Production of draft and final comprehensive exercise information documentation to support analysis by

TSA risk reduction analysts

• Identification and support of exercise critiques, which will include: design and employment of questionnaires, debriefing information, post-exercise reporting, development of an exercise evaluation report, and management of exercise after-action reporting information.

• Work collaboratively with all I-STEP contractors to support training and exercise program as part of a management team.

• Cooperate as part of the I-STEP team in coordination of government agencies and their contractors to provide best value to the Government and the TSS operators in their risk reduction efforts.

• Participate in outreach meetings and calls to security partners as part of the I-STEP team.

• Assist I-STEP PM, when assigned, with planning and organizing program meetings and prepare necessary materials including but not limited to schedules, invites, minutes, facilitation, venue and AV equipment.

• Establish and maintain the program management functions necessary to support the development of transportation security exercises, ensure adequate equipment and personnel are available to conduct the exercises, and handle the security and logistics issues related to the development, scheduling, and conduct of exercises.

• Collaborate with the TSA Program Team to develop Program exercises, documentation, and methodologies.

• Input exercise information into the Exercise Information System (EXIS).

• Identify a Project Manager to interact with the TSA Program Team.

• Plan workshops, outreach, and other interface with program support to sector operators as directed by individual task orders under Government direction.

• Submit a report (Exercise Recommendations Report) making recommendations for changes to the exercise program manual, and exercise development guidance.

• Submit a Cost Schedule Status Report (C/SSR) documenting targeted costs, budgeted costs, actual costs, variances, and other applicable data.

• Provide the personnel necessary to support program management. Personnel assigned to support shall meet the requirements established in this SOO. Program support may include the following types of labor categories as dependent on the size and scope of the projects and defined at the task order level:

o Project Manager o Deputy Manager o Admin Support Specialist o o Multi-Media Developer o o Additional Labor Categories as required

2. Training Support Services:

The scope of the training services that may be required by an individual Task Order may include, but is not limited to the following:

• Design training products to address transportation security issues based on TSA’s risk reducing security policies and plans for transportation operators.

• Create and maintain a catalog and analysis of current transportation security training products / programs that are available to the TSS operators to TSA management.

• Provide support and analysis of training tools/products available to TSA to provide training to the TSS operators using latest technologies in an effective and cost efficient manner.

• Develop training presentations for transportation security training and exercises, including instructors/facilitators;

• Cooperate as part of the I-STEP team in coordinating security partners in government and industry to provide best value to the Government and the TSS operators in their risk reduction efforts;

• Participate in outreach meetings and calls as part of the I-STEP team;

• Conduct demonstrations that enhance transportation security preparedness by showcasing best training practices and new training and exercise technologies to enable risk reductions in the TSS.

3. Exercise Management Support Services:

The scope of the exercise management services that may be required by individual Task Orders may include, but is not limited, to the following:

• Ensure that I-STEP is aligned with FEMA’s HSEEP guidance and guidelines where applicable. I-STEP provides transportation security exercise services that address TSA-centric and sector specific security objectives.

• Ensure I-STEP exercise services are performed at the Security Sensitive Information (SSI) level or below.

• Supporting TSA’s plan to produce between 75 to150 transportation security exercises during a 60-month period (one contract year base period and four one-year option periods, if exercised), which may include transportation security exercises in support of various transportation sectors.

• Plan and organize design meetings and prepare all necessary materials including but not limited to scenarios, Master Scenario Events List (MSELs), maps, participant manuals, controller/evaluator manuals, evaluation forms, and observer manuals for Final Government approval.

• Provide necessary personnel to safely run the exercise.

• Submit a report describing the results of the exercises (After Action Report). This report will summarize any key issues and identify problems of the completed exercise.

• Provide the personnel necessary to support exercise management. Personnel assigned to exercise support shall meet the requirements established in this SOO. Exercise support may include the following types of labor categories as dependent on the size and scope of the exercise and defined at the task order level:

a. Project Manager

b. Deputy Manager

c. Admin Support Specialist

d. Exercise Controller

e. Multi-Media Developer

f. Data Collector

g. Exercise Facilitator

h. Exercise Team Leader

i. Additional Labor Categories as required

• Develop and provide as needed the following exercise support documentation, information, or services:

a. Facilitation of planning meetings and exercise activities;

b. Exercise Plans that will address exercise scope and objectives, and assign tasks and responsibilities;

c. Situation Manuals that will contain either a chronologically sequenced scenario or a partially pre-scripted narrative to be driven by player actions during the exercise;

d. Controller and Evaluator Handbooks that describe the roles and responsibilities of exercise controllers and evaluators;

e. Exercise Evaluation Guides (EEGs) that will provide evaluators a means to record their observations, and questions to consider after the exercise;

f. Master Scenario Events Lists that will contain a chronological listing of the events;

g. Media/Public Information Kits that will notify local media prior to the exercise; and

h. Logistics Plans that will allow for a smooth, seamless exercise.

• Provide a full suite of exercise services and exercise types, including the capability to support management of the following exercise types to the TSS operators and other agencies as directed:

a. Capstone Seminar – High level facilitated exercise similar to Pinnacle Series; senior level participation to explore coordination issues and processes between federal agencies, National Capital Region (NCR), and other defined groupings

b. Workshops/ How to Demo - Conduct workshops to address new concepts and ideas; i.e. explore objectives/taxonomy for other sectors, recovery actions and coordination, etc. that can provide input to content development sessions. Can be used to develop plan content or coordination issues concerning linkages with internal and external stakeholder Emphasis placed on interaction with

Federal Security Directors (FSDs), trade associations, regional and local Subject Matter Experts (SMEs), security officers, and other security partners - requires additional facilitation. Conduct ‘how-to’ sessions as a precursor to exercise; include different surface transportation SME, facility Federal Security Official (FSO), etc.

c. Seminar - Facilitated discussion to focus on specific issues or problem areas. Identification of issues and problem solving without producing plan content. Employed to orient participants to, or provide an overview of, authorities, strategies, plans, policies, procedures, protocols, response resources, or concepts and ideas. Seminars offer a low-stress environment employing a number of instruction techniques. They are generally informal discussions led by a seminar leader.

d. Table Top – Discussion type, objective based, facilitated exercise using a scenario to drive discussion but does not use injects to drive player actions. Involves senior staff, elected or appointed officials, or other key personnel in an arranged setting to discuss simulated situations. This type of exercise is intended to stimulate discussions of various issues regarding a hypothetical situation. It can be used to assess plans, policies and procedures, interagency relationships, “authorities-to-act,” or to assess types of systems needed to guide the prevention, response to, and recovery from a defined event.

e. Advanced Table Top – Discussion type, objective based, facilitated exercise using a scenario that drive participants’ actions through a series of injects that enhance or complicate the original scenario. Participants are typically split up into functional or organizational break out groups. All asset movements are simulated.

f. Drill - coordinated and supervised activity usually employed to test a single specific operation or function. Drills are commonly used to provide training with new equipment, to develop or test new policies or procedures, or to practice and maintain current skills.

g. Functional - Designed to test and evaluate individual capabilities, multiple functions or activities within a function, or interdependent groups of functions. Operations type, player driven, scenario based exercise. They are generally focused on exercising the plans, policies, procedures and staffs of the direction and control nodes of Incident Command, Unified Command, Communication Centers, and Command Post. The objective of this type of exercise is to execute specific plans and procedures and apply established policies, plans and procedures under crisis conditions, within or by a particular function team(s).

h. Full Scale – Scenario driven exercise with actual movement of resources and assets. Injects and exercise event are used to drive participants actions and participant actions drive the exercise play and outcome.

4. Risk-Based Security Planning Solutions and Activities

The scope of the risk-based planning solutions and activities that may be required by individual Task Orders includes, but is not limited to the following:

• Gather and analyze existing risk data to assist decision-makers in making operational decisions about threats;

• Conduct and analyze risk assessments on critical transportation infrastructure;

• Foster information sharing and collaboration;

• Demonstrate solutions, including mission analytic applications, to assist security partners in deploying smarter, more effective security based on knowledge and experience;

• Identify and develop ideas for technology solutions to enable continuous improvement in developing risk-reducing security policies and plans, including improvements for people, processes and technology;

• Provide analytic services to assist TSA and security partners to provide the most effective security in the most efficient manner;

• Assist TSA in identifying core competencies needed to become a high-performing counterterrorism organization;

• Assist TSA and security partners in achieving excellence in reducing risk within multi-modal transportation systems.

SECTION III: Background of I_STEP

National preparedness is the shared responsibility of the entire Federal community. Presidential Policy Directive 8: National Preparedness (PPD-8) describes the Nation’s approach to preparing for the threats and hazards that pose the greatest risk to the security of the United States. In accordance with PPD-8, TSA is pursuing an integrated, layered, and All-of-Nation approach as it moves to become a high-performing counterterrorism organization providing the most effective security in the most efficient way.

The I-STEP supports the TSA’s OSPIE Sector Security Managers and security partners (including the transportation industries, transportation security managers, emergency managers, law enforcement agencies, emergency responders, medical professionals, media, security personnel, and all others involved in preparing for and responding to a transportation security incident) to reduce risk within multi-modal transportation systems through exercises, training, and security planning solutions. The program is designed to support all transportation security partners’ assessment of security objectives and training using clear and consistent performance measures in support of the Transportation Systems Sector’s mission to continuously improve the risk posture of transportation systems serving the Nation. Working in partnership with various transportation sectors, I-STEP provides a variety of products and services that enable security partners to enhance security capabilities, build partnerships, and gain insights in transportation security.

The Exercise Information System (EXIS) is a web-based portal for transportation security exercise design and tracking. I-STEP will utilize EXIS and other applications, with enhancements and improvements as needed, to augment TSS security exercises and risk-based security activities. EXIS serves as a central gateway for TSS exercise information and development between the I-STEP and TSS operators. The EXIS and component applications will be used to support program monitoring and measurement.

SECTION IV: Technical Requirements/Tasks/Outcomes

In order to meet the objectives of Section II of this SOO and to continue the implementation of I-STEP, the contractor shall be capable of providing the following services:

1. Task 1. Program Management Services

The contractor shall provide support to the I-STEP team and participate in coordination with Government and other contractors in the overall management, enhancement, expansion, modification, conduct, evaluation and overall monitoring of the I-STEP.

The contractor shall provide program management services and assist in the overall management, enhancements, expansions, training, exercise design modifications, exercise conduct procedures, evaluations methodology, the overall monitoring of the program, risk-based security planning, and other related tasks.

Program Management activities include strategic planning, budget and program planning, Policy, Regulatory and Economic Analysis, Transportation Risk Management Analysis, Stakeholder and community outreach, sector and multi-sector security program planning; security program management, implementation and technical assistance, recording historical program documentation, developing and maintaining task schedules, Local Programmatic Support, progress reporting, analytical reporting, the development of various program specific documentation, program analysis, and the development and enhancement evaluation processes. The contractor shall be required to provide various forms of program management support throughout the term of this contract at the task order level. Future deliverables will be negotiated with the contractor and the Contracting Officer under the appropriate Task Order with the assistance of the Contracting Officer Representative.

Contract activities under Program Management Services may consist of the following:

• Strategic planning

• Budgeting

• Stakeholder and community outreach

• Sector and multi-sector training development

• Technical assistance of training methods

• Historical Program record keeping (documentation)

• Developing and maintaining task schedules

• Progress reporting

• Analytical reporting of security training

• Development of various program specific documentation

• Risk-Based Security Planning

Deliverables Task 1 Program Management Service

• Programmatic support will be provided throughout the term of the contract. The deliverables can be in the form of program plans and budgets, executive memoranda, policy papers, white papers, point papers, media briefs, inquiry responses, briefings, or other items as requested by the TSA.

• Program Management Plan (Deliverable #1): The contractor shall integrate all I-STEP Program Management Support activities using a programmatic approach; this includes developing and maintaining a program/project schedule and keeping cost, schedule, and performance metrics; reporting such metrics to TSA, and developing a continuous improvement process for I-STEP Support. This documentation should be presented in a Project Management Plan developed in Microsoft word, and a

Schedule developed in Microsoft Project and delivered to the CO and COR 60 days from contract award.

Subtask 1.1 Program Management and Support Activities

• Assist with annual work plan(s), work planning, program and task management, review of plans, policies, procedures, protocols, authorities, and strategies related to the management of the I-STEP for training and exercises.

• Security Partner & Community Outreach for the I-STEP to include security training products, TSS exercises, and EXIS.

• Assist with defining and documenting the exercise and training portions of the program for effectiveness, impacts, economics, risk reduction, cost benefit,

• Assist with developing and documenting transportation security objectives, key exercise events, and evaluation points of review/measures.

• Maintain I-STEP training/exercise meeting and conference schedule(s)

• Track and document the development of comprehensive transportation security objectives and scenarios.

• Production of draft and final comprehensive exercise information documentation to support analysis by

TSA risk reduction analysts

• Identification and support of exercise critiques, which will include: design and employment of questionnaires, debriefing information, post-exercise reporting, development of an exercise evaluation report, and management of exercise after-action reporting information,

• Work collaboratively with I-STEP contractors to support training and exercise program as part of a management team.

• Cooperate as part of the I-STEP team in coordination with government agencies and their contractors to provide best value to the Government and the TSS operators in their risk reduction efforts.

• Participate in outreach meetings and calls as part of the I-STEP team.

• Assist TSA when assigned with planning and organizing program meetings and prepare necessary materials including but not limited to schedules, invites, minutes, facilitation, venue and audio/visual equipment;

• Provide program analysis.

Deliverables Subtask 1.1 Program Management and Support Activities o Programmatic support will be provided throughout the term of the contract. The deliverables can be in the form of program plans and budgets, executive memoranda, policy papers, white papers, point paper, media briefs, inquiry responses, briefings, or other items as requested by the TSA (Deliverable #2). Analytical Reports (Deliverable #3): The contractor shall provide a report that describes the summary results of exercise evaluation collected in EXIS. The report shall describe trends seen in exercise results and shall make recommendation for programmatic improvement. The reports shall also include an assessment of the adequacy of the exercise tracking procedures and methodology in meeting the TSA’s goal as well as its use throughout the community. The report shall include an assessment of the level of compliance with the exercise guidelines and any recommendations regarding ways to increase the effectiveness of the TSA’s exercise program. This report shall be provided to TSA quarterly (every three months from date of award), to be received by TSA no later than (NLT) thirty days after the end of the previous quarter.

Subtask 1.2 I-STEP - Program Strategic Planning:

• Assist with developing five year strategic program work plan, annual and long term strategic planning requirements for I-STEP.

• Prepare a five year plan (one (1) year base and four 1-year options) and annual work plans, which describe tasks to be conducted within the applicable period of performance. For each task a work plan will be prepared as directed. The plan(s) shall be based on the Statement of Objectives and have a direct reference to subtasks and deliverable numbers. The contractor shall meet with the TSA representatives to develop a plan that describes goals and schedules. The work plans shall consider and define staffing and logistical issues, articulate program milestones, individual tasks and work activities, and supporting deliverables. Procedures for developing and maintaining task schedules and for communicating with TSA representatives shall also be established. The contractor shall provide graphic representations of the work plan as requested by the TSA, such as Gantt charts, flow charts, organization charts or deliverable tables. Procedures for updating the work plan(s) shall also be addressed.

• I-STEP Budget/Program Planning: Provide support and assistance with budget analysis, program development, documentation in preparation of budget documents and requests, executive memoranda, policy papers, and briefings.

• Policy, Regulatory and Economic Analysis: Evaluate and analyze the potential impacts of regulations, economics and policies and standards proposals concerning the I-STEP to the TSS.

• Transportation Risk Management Analysis: Provide support in strategic and policy-level risk analysis of I-STEP. Support may include identification of current available training and exercise methodologies/tools, conducting risk analysis studies of I-STEP and risk/capability profiles of potential security exercise participants.

Deliverables Subtask 1.2 I-STEP - Program Strategic Planning:

o Five year work plan (Deliverable #4): A draft to be provided within 45 days of receipt by contractor of Notice To Proceed (NTP) prepared by the Contracting Officer and a final within 60 days of receipt of NTP.

o Annual Work Plans for each year (Deliverable #5): A draft work plan shall be provided to TSA for the base year, within 45 days of receipt of NTP prepared by the Contracting Officer, and a final work plan shall be provided to TSA within 60 days of receipt of NTP. For each option year, a draft annual work plan shall be provide to TS within 45 days after each option year begins, and the final plan shall be provided to TSA within 60 days after each option year begins.

o Task Order Work Plan(s) (Deliverable #6): A Task Order Work Plan shall be provided to TSA within 15 Days of Task Order Receipt. The Task Order Work Plan(s) plan at a minimum will include: (1) Submission Date; (2) Event; (3) Task Order Number; (4) Period of Performance; (5) Submitted By; (6) Approved By; (7) Approval Date; (8) Project Summary; (9) Support; (10) Staffing; (11) Schedule; (12) Deliverables; and (13) Estimated Budget.

Subtask 1.3 Stakeholder Outreach:

• Provide support for improving strategic I-STEP communications and outreach related to transportation security i.e. communicating with transportation operators, from an intra- and inter-agency perspective in coordination with TSA I-STEP Program Management Office and TSA Public Affairs.

Subtask 1.4 Sector and Multi-Sector Security Program Planning:

• Provide support to I-STEP planning activities. This may include development, implementation, review and updates of program security planning documents. The contractor may be asked to coordinate with Division Directors when necessary, and supporting FSDs to address program requirements and regulations.

• Provide program support to ensure that I-STEP is meeting the intended goals and objectives. This includes, but is not limited to, defining requirements, implementation, tracking/evaluating performance measures and program effectiveness, and providing strategic/analytical support of I-STEP.

• Create Work Plans for developing and maintaining task schedules and for communicating with TSA representatives.

2. Task 2. Training Support Services Subtask 2.1. Training Development and Implementation. Direct support in the development and implementation of training programs to increase security capabilities and use of I-STEP processes, tools, and services. Support would be for all phases - development, design, implementation and evaluation. Audience would include all stakeholders, both internal and external.

• Participate in meetings and calls

• Analyze training programs to identify gaps and develop training requirements necessary for transportation security training.

• Conduct and facilitate training meetings, and provide analytical support to determine the target audience for each sector specific training program. Base security partner audience is anticipated, but is not limited to the following operators:

o 495+ freight rail o 3500+ motor coach o 19,000+ school bus o 2M+ hazmat trucking o 6000+ transit systems o 1200+ pipeline o 19,000+ GA airports o 480+ EOD teams

• Support Sector efforts to meet congressionally mandated training requirements;

Subtask 2.2. Security Training/ Community Awareness Activities and Products.

Develop awareness training materials and/or courses for security partner personnel to include general community awareness and suspicious activity reporting purposes. Distribute training materials or provide training courses as appropriate.

Materials and/or courses will address topics to improve transportation security awareness in the operating environments and increase the effectiveness of response to suspicious activity reporting. TSA intends to continue to expand the “catalog” of transportation security training currently available to the TSS. I-STEP also intends to develop course materials to make them relevant and as current as possible based on TSA risk reduction efforts. Close coordination between OSPIE and the TSS operators will validate the need and appropriateness of each course.

• Analyze current training programs/courses available and identify gaps between requirements and programs/courses. Develop or identify courses that meet the requirements for transportation security training and close the training gaps. Coordinate with the First Observer™ Program to ensure complementary (versus duplicative) efforts.

• Develop training curriculum or programs for various levels of stakeholders (executive/strategic, management/operational, and frontline/tactical)

• Develop I-STEP and EXIS training materials.

• Assist with conducting I-STEP and EXIS training and presentations.

Deliverables Subtask 2.2. Security Training/ Community Awareness Activities and Products

• Develop awareness training materials and courses, distribute materials and provide training as required by TSA (Deliverable #7). Training will be delivered in accordance with the Contract Statement of Objectives and Annual Work Plan Deliverable Matrix.

3. Task 3. Exercise Management Support Services

TSA requires the capability to produce 15-30 multi-modal security exercises per year over a five year period subject to availability of funds. TSA plans to conduct exercises at the sector operator’s locations within the US.

The exercises and support of exercises will range from workshops to full-scales. Exercises or groupings of exercises will be executed at the task order level.

• Work Plans will be developed and approved by the COR for each exercise. Scheduling and personnel level of effort will be pre-determined in the Work Plan for each type of exercise based on OSPIE and TSS operator’s requirements.

• Exercise planning and development encompasses those tasks associated with the collaborative design of exercises, the development of exercise documentation, the production of exercise materials, and the coordination with the selected sector personnel.

• Exercises shall be coordinated with team members and key operator personnel to ensure consistency with broad exercise objectives at each location. As part of this process, team members and key personnel shall be provided the opportunity to review the exercise development and provide design input to ensure a quality product that meets all exercise objectives.

• Upon approval of the Exercise Manual, the contractor shall develop the exercise script, injects, and multimedia artifacts necessary to conduct the exercise as directed in the Work Plan.

• Contract exercise developers shall use the EXIS to develop exercises. In developing the EXIS-delivered exercise, contract personnel shall coordinate with program team members and key operator personnel.

• For each exercise developed, the contractor may need to conduct a site survey of the exercise area and initial planning conference with key personnel, TSA personnel, and other program personnel as directed in the Work Plan. The purpose of the survey and initial planning conference is to establish roles and responsibilities, identify any issues or objectives unique to the exercise location, and begin the data collection process of artifacts (local plans, maps, policies) specific to the exercise objectives and location. The contractor shall create a trip report that summarizes the site survey and results of the site survey.

Exercises shall require the following deliverables. Deliverable requirements shall be set forth in individual Task Orders.

a. Work Plan: The contractor shall provide a work plan with proposed personnel, scheduling, costs, and other logistical considerations to meet exercise requirements.

b. Exercise Manual: The contractor shall work collaboratively with other program team personnel, sector personnel, and TSA to develop an exercise manual.

c. Executive Summary: Due five (5) days after completion of exercise.

d. After Action Report (AAR): A report describing the results of the exercises. This report will summarize any key issues and identify problem, concerns, and lessons learned of the completed exercise delivered within 60 days of completion of the exercise.

e. Cost/Schedule Status Report (C/SSR): A report documenting target costs, budgeted costs, actual costs, narrative explanations, and other applicable data. This report shall present information on significant cost and schedule variances regarding costs applicable to exercises on a Cost-Plus Fixed Fee basis.

Deliverables Task 3. Exercise Management Services o After Action Report (AAR) (Deliverable #8): A report describing the results of the exercises. This report will summarize any key issues and identify problems, concerns, and lessons learned of the completed exercise delivered within 60 days of completion of the exercise o Cost/Schedule Status Report (C/SSR) (Deliverable #9): A report documenting targeted costs, budgeted costs, actual costs, narrative explanations, and other applicable data. This report shall present information on significant cost and schedule variances regarding costs applicable to exercises on a Cost-Plus Fixed Fee basis. Monthly, within 10 Days following the end of the month.

o Exercise Manual (Deliverable #10): The contractor shall work collaboratively with other program team personnel, sector personnel, and TSA to develop an exercise manual. Deliverable timeline will be established in annual work plan or otherwise directed by TSA.

o I-STEP Program Manual (Deliverable #11): The contractor shall work collaboratively with other program team personnel, sector personnel, and TSA to develop an exercise manual. Deliverable timeline will be established in annual work plan or otherwise directed by TSA.

o Exercise Evaluation Methodology Report (Deliverable #12): The contractor shall provide a report describing an exercise evaluation methodology that enables the TSA to assess the efficacy of its exercise program and to assess the readiness of the nation’s transportation system to prevent, respond to, and recover from a terrorist incident. The methodology shall be quantitative and qualitative in nature and capture sufficient information such that the organization conducting the exercise can develop corrective actions to improve contingency plans and preparedness. It shall also capture sufficient information such that TSA can assess exercise policy and guidance and make programmatic improvements. Deliverable timeline will be established in annual work plan or otherwise directed by TSA.

o Exercise Evaluation Processes Guidance (Deliverable #13): The contractor shall provide an updated guide describing the exercise evaluation process to assist individuals designing and conducting exercises. This handbook shall be produced in two versions, one for print and one electronically, suitable for distribution via the Internet or CD. The electronic version shall include links and other navigations tools to assist the reader in using the guide. Job aids, forms and checklists shall be available in separate files so the user may complete these electronically. Deliverable timeline will be established in annual work plan or otherwise directed by TSA.

o Lessons Learned/Best Practices Management Practices Report (Deliverable #14): The contractor shall assist the TSA in determining recording and distributing Best Management Practices for transportation security in general and transportation security exercises in particular. During site visits, interviews, exercises or other interactions with transportation personnel and the sector agencies, the contractor shall recognize the important practices developed and implemented by program participants. The contractor shall highlight these measures for presentation to the TSA.

Many of these practices will be identified because they have addressed issues related to the primary focus of training exercises, but other innovative practices should not be overlooked as each may benefit by application to transportation sectors. The primary objective is to identify and record those best practices that support the concept of increased preparedness at minimal cost, as well as other effective security practices. The contractor shall provide a quarterly report of best practices identified.

4. Task 4. Risk-Based Security Planning Solutions and Activities

The Contractor shall be required to deliver various forms of risk-based security planning solutions and activities support throughout the term of this contract at the task order level to assist TSA and security partners in determining the proper level of security that matches the level of risk.

Risk-Based Security Planning Solutions and Activities shall consist of the following:

Subtask 4.1 Risk-Based Security Planning Activities

• Gather and analyze existing risk data to assist decision-makers in making operational decisions about threats;

• Conduct and analyze risk assessments on critical transportation infrastructure;

• Foster information sharing and collaboration;

• Identify sustainable processes to assist security partners to create value, produce knowledge, and become proactive and outcome oriented;

• Provide analytic services to assist TSA and security partners to provide the most effective security in the most efficient manner;

• Assist TSA with identifying core competencies needed to become a high-performing counterterrorism organization;

• Assist TSA and security partners in achieving excellence in reducing risk within multi-modal transportation systems.

Subtask 4.2 Risk-Based Security Planning Solutions:

• Demonstrate solutions, including mission analytic applications, to assist security partners deploy smarter, more effective security based on knowledge and experience;

• Identify and develop ideas for technology solutions to enable continuous improvement in developing risk-reducing security policies and plans, including improvements for people, processes and technology;

• Demonstrate cost-effective solutions that enable analysis of key elements of risk, including sector threats, vulnerabilities, and consequences;

• Demonstrate cost-effective solutions that geo-reference risk data to improve situational awareness, understanding and collaboration.

Deliverables:

Program Management, Exercises, Training, Risk-Based Security Planning Support Activities shall require the deliverables below. Future deliverable requirements shall be set forth in individual Task Orders.

# Deliverable Due Date

Deliverable Recipient (include contact information)

Deliverable Format

Task

SOO

referenc e

Program Management Plan

60 days from Contract Award

PM, CO and COR Word File Task 1

Program plans and budget, executive memoranda, policy papers, white papers media briefs, inquiry responses, briefing, Meeting Agendas, Presentations, Handouts and other deliverables as requested by COR or Task Order Technical Monitor

Ongoing – duration of the task order

PM, CO, COR TO,

COR

As specified by COR

Subtask 1.1

Analytical Reports This report shall be provided to TSA quarterly (every three months from date of award), to be received by TSA no later (NLT) thirty days after the end of the previous quarter.

PM, CO, COR TO,

COR

Deliverable Format with prior approval of

TSA

Subtask 1.1

Five Year Work Plan One time, with updates as required, Draft to TSA within 45 days of receipt of NTP and a final to TSA within 60 days of receipt of NTP.

PM, CO, COR, TO

COR

Deliverable Formats, with prior approval of

TSA

Subtask 1.2

Annual Work Plans

Annually, for the base year, draft work plan to TSA within 45 days of receipt of…