HT0011-11-R-0003-0001

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION F - DELIVERIES OR PERFORMANCE

The following clause has been modified (changes shown in bold italics):

DELIVERIES OR PERFORMANCE

F-5 Place of Performance The Contractor shall perform all activity at the Contractor facility in Hawaii. Any work not performed in Hawaii will need prior Government consent. The task order request for proposals will identify if a percentage of the work will not be performed in Hawaii. The Contractor will use the Pacific JITC Integrated Test and Evaluation Center (ITEC) located in Kihei, HI as a primary software development platform host and testing for the applications.

Contractors shall provide for their own space. All or a portion of the work will need to be completed in Hawaii. Contractors must have an office in Hawaii. The Contractor will have access to the virtual resources of the ITEC to host IT solutions that are being researched and interagency applications in support of interoperability testing and manage de-identified data to support testing. The ITEC has limited physical space and can only host Contractor personnel on a very limited basis to perform certain tasks.

(end of clause)

SECTION I - CONTRACT CLAUSES

The following have been added by reference:

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

The Table of Contents has changed:

From:

Exhibit/Attachment Table of Contents

To:

Exhibit/Attachment Table of Contents

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified (changes shown in bold italics):

INSTRUCTIONS TO OFFERORS

SECTION L

Instructions, Conditions, and Notices to Offerors

L I. General Information

L II. INSTRUCTIONS FOR PROPOSAL PREPARATION

L II.1 General Instructions

L II.2 Proposal Format

These instructions prescribe the format for proposals and describe the approach for the development and presentation of proposal data. They are designed to ensure the submission of information essential to the understanding and comprehensive evaluation of proposals. Offerors are cautioned to follow the instructions carefully. Non-conformance with the instructions provided in RFP Section L - Instructions to Offerors may result in the proposal being deemed non-responsive.

The Offeror shall submit its proposal in electronic format, in accordance with the following instructions. This information is provided to enable Offerors to understand the electronic format and application software to be used for submitting proposals.

1. All proposal volumes shall be submitted in Microsoft Word format. The font type shall either be Times New Roman or Arial, no smaller than 11-point, and no less than single-spaced. Tables and graphs may use a font size no smaller than 8-point. A page is defined as each face of a sheet of paper containing information. Page size shall be 8.5 x 11 inches. Tracking, kerning, and leading values shall not be changed from the default values of the word processing or page layout software. Use at least 1 inch margins on the top and bottom and ¾-inch side margins.

2. Pages shall be numbered sequentially by section. The Offeror shall use a standard page numbering system to facilitate proposal references. That includes numbering consecutive pages within the sections of the proposal. Charts, graphs and other insert materials shall be page-numbered as part of the page numbering system.

3. Page limitations are identified for each volume of the proposal, as described in L.VII- Proposal Preparation below, and will be treated as maximums. If exceeded, the proposal will be considered non-responsive. Cover Sheet, Table of Contents, Glossaries do not count against the page limitations for their respective volumes.

4. All pricing information shall be addressed ONLY in the Price Proposal and Contract Documentation. Cost trade‑off information, work hour estimates, and material kinds and quantities may be used in other sections only as appropriate for presenting rationale for alternatives or design and trade‑off decisions.

5. Each volume shall contain a more detailed table of contents to delineate the subparagraphs within that volume. On the hard copy volumes, tab indexes shall be used to identify sections.

6. Each volume shall contain a glossary of all abbreviations and acronyms used, and with an explanation for each. Glossaries do not count against the page limitations for their respective volumes.

7. Offerors may not submit an alternate proposal.

8. Proprietary information shall be clearly marked.

L IV. SUBMISSION OF PROPOSAL (DUE DATE/TIME)

Eight (8) hard copies of the proposal and one (1) softcopy CD-ROM disk shall be delivered to TMA/COD, Attn: Winona Sewell Hall and Wendy Sellers, 5111 Leesburg Pike, Suite 550, Falls Church, VA 22041-3206, by the time and date specified in Block 9 of the SF 33, “Solicitation, Offer and Award”. Offers received after the time and date specified will be considered late. The Contracting Officer reserves the right to reject or accept late offers. No email submissions will be accepted.

LV. PROPOSAL PREPARATION – SPECIFIC INSTRUCTIONS

THE GOVERNMENT RESERVES THE RIGHT TO REJECT ANY PROPOSAL THAT DOES NOT SUBSTANTIALLY COMPLY WITH THESE PROPOSAL PREPARATION INSTRUCTIONS.

To assure timely and equitable evaluation of proposals, Offerors must follow the instructions contained herein. Proposals must be complete, self-sufficient, and respond directly to the requirements of this solicitation. The response shall consist of two (2) volumes and divided into sections as indicated below:

Volume I – Technical Proposal

1. Executive Summary (2 page limit)

2. Management Approach (20 page limit)

3. Technical Approach (12 page limit)

4. Past Performance Information (20 page limit)

5. Sample Task Order Technical Approach (20 page limit for each sample task)

6. Small Business Participation Plan (no page limit) Volume II – Cost / Price Proposal

1. Cost / Price Proposal (no page limit – use Attachment 2, Version 2)

2. Contract Information (no page limit)

L II.3 VOLUME I – TECHNICAL PROPOSAL

Brochures, etc. may be submitted with the proposal, but shall not substitute for submission of a technical proposal. Any brochures submitted will be included in the total page count allowed for this volume of the proposal.

Volume I – Technical Proposal shall include a master table of contents, list of tables/graphs, and a glossary.

L VII.1.1 EXECUTIVE SUMMARY

The Offeror shall provide an executive summary that describes the significant attributes of its proposal. In the executive summary, the Offeror shall provide the following information:

1. A narrative summary of the entire proposal. It should be concise, to include addressing the significant risks, and highlighting any key or unique features, excluding price.

2. There is a two (2) page limit for the executive summary.

L VII.1.2. MANAGEMENT APPROACH

The management approach should be specific and complete to include the Offeror’s proposal to accept and fully meet the Government’s needs as identified through single and multiple, concurrent task orders. Legibility, clarity, and coherence are very important. Using the instructions provided below, provide as specifically as possible the actual methodology the Offeror would use for meeting or exceeding the requirements for the Statement of Objectives (SOO).

1. Set forth the proposed key personnel and the percentage of time each of the Key Personnel will dedicate to the contract. Reference Section J of the RFP Attachment 6 for the identification of all Key Personnel. Include the resumes of all proposed Key Personnel (not included in the page limit).

2. The Offeror shall address the risks associated with the Management Approach by identifying those aspects of the proposal you consider to have the potential for disruption of schedule, increased cost, poor performance, the need for increased Government oversight, and/or the likelihood of unsuccessful contract performance.

a. Provide the rationale for each risk and its rating, including quantitative estimates of the impact on cost, schedule, and performance. Describe the impact of each identified risk in terms of its potential to interfere with or prevent the successful accomplishment of other contract requirements (e.g., SOO or specification requirements). Propose a realistic "work‑around" or risk mitigations for identified risks that will eliminate or reduce the risk to an acceptable level. Identify and rate any new risks introduced by such risk mitigation.

b. The Offeror shall provide its planned approach to provide written notification to the Contracting Officer of any delays or problems that will impact service delivery date.

c. The Offeror shall provide the staffing plan demonstrating that it is realistic and sufficient to provide all of the services as specified in the SOO. Include a diagram/organizational chart for the management of the program and the tasks that will fall under the program in the future.

3. The Management Approach shall be organized according to the following general outline:

a. Management Approach

b. Staffing Plan

c. Resumes (Not included in the page limit.)

L VII.1.3 TECHNICAL APPROACH

The technical approach shall thoroughly address the Offeror’s proposed approach to meeting or exceeding the minimum requirements of the SOO.

At a minimum, the technical approach shall demonstrate the following:

1. The Offeror’s understanding of the work, including creativity and thoroughness shown in understanding the objectives of the SOO.

2. Descriptions and evidence of specific methods and techniques for completing each discrete task contained within the SOO.

3. The Offeror’s ability to anticipate and address potential problems or risk areas as well as its creativity and feasibility of solutions to problems and future integration of new processes and technology enhancements.

4. The Offeror’s understanding of the complexities of logistics and, schedule.

5. An overall summary of technical capabilities.

6. The Technical Approach section shall be organized according to the following general outline:

a. Technical Approach

L VII.1.4 PAST PERFORMANCE INFORMATION

1. The Offeror, teaming partners, and major subcontractors shall submit past performance information regarding recent or on-going and relevant work in accordance with the format contained in RFP Attachments 4.

a. Past Performance information is required for the Offeror and for all subcontractors, teaming partners, and/or joint venture partners who are proposed to perform a major portion of the proposed effort based on the total proposed price or be a subcontractor that shall perform aspects of the effort the Offeror considers critical to overall successful performance.

b. Information shall be submitted on a total of four (4) contracts each for the prime, teaming partners, and major subcontrators. Submitted information shall be for recent or on-going contracts that are similar in size, scope and complexity to the work described in the SOO and which demonstrate the Offeror’s ability to perform the effort proposed.

c. The effort must be ongoing or must have been performed during the past three (3) years from the date of issuance of this solicitation. Past performance information that fails to meet these criteria will not be evaluated.

d. The Offeror shall identify the aspects of the contracts it considers relevant to the proposed effort, and to identify the SOO requirements to which they relate.

2. For each identified effort for a commercial customer, the Offeror must also submit an authorization letter, authorizing the clients identified in this section of the proposal to release to the Government information on the Offeror's performance.

3. Specific Content. The Offeror shall explain what aspects of the contracts are deemed relevant to the proposed effort and to what aspects of the proposed effort they relate. This may include a discussion of efforts accomplished by the Offeror to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. The Offeror shall clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified on contracts that are relevant to the proposed effort.

4. Organizational Structure Change History. Many companies have acquired, been acquired by, or otherwise merged with other companies, and/or reorganized their divisions, business groups, subsidiary companies, etc. In many cases, these changes have taken place during the time of performance of relevant past efforts or between conclusion of recent past efforts and this source selection. As a result, it is sometimes difficult to determine what past performance is relevant to this procurement. To facilitate this relevancy determination, include a "roadmap" describing all such changes in the organization of your company. As part of this explanation, show how these changes impact the relevance of any efforts you identify for past performance evaluation/performance confidence assessment. Since the Government intends to consider past performance information provided by other sources as well as that provided by the Offeror, the "roadmap" should be both specifically applicable to the efforts you identify and general enough to apply to efforts on which the Government receives information from other sources.

5. Questionnaires. The Government requires the Offeror to send out Past Performance Questionnaires (RFP Attachment 4 to each of the Points of Contact (POCs) identified in the past performance section. The cover letter (RFP Attachment 4) shall be used by the Offeror in sending out the Past Performance Questionnaires to its references. The reference shall submit completed questionnaires directly to the Government points of contact identified on the cover letter. The completed Past Performance Questionnaires and the information contained therein shall be considered sensitive and shall not be released to the Offeror.

6. The past performance section shall contain the following:

a. Past Performance Information

b. Summary Page describing the role of the Offeror and each subcontractor, teaming partner, and/or joint venture partner for which the Offeror is required to provide Past Performance Information

c. Organization Structure Change History

L VII.1.5 SAMPLE TASK ORDER TECHNICAL APPROACH

1. Sample Task Orders. Utilizing the management and technical criteria above, the Offeror shall describe its planned approach to provide solutions to the two (2) Sample Tasks that are found in RFP Attachment 7.

a. The sample task order technical approach shall include the proposed labor mix and estimate of hours per labor category.

b. The Government will not consider Other Direct Costs (ODCs) during evaluation of the proposals for any of the sample task orders.

c. The sample task order technical proposal shall demonstrate the Offeror's technical manpower and resources necessary to complete the tasks. Additionally, the Offeror shall demonstrate a thorough understanding of the technical requirements and provide a schedule for task completion. The Offeror shall demonstrate the ability to provide any products or reports as part of the task.

d. For the purposes of this solicitation the period of performance of the sample tasks is December 15, 2011 through December 14, 2012.

2. Sample Task Technical Approach Risk. The Offeror shall address technical risk by identifying those aspects of the proposal it considers to have the potential for disruption of schedule, increased cost, poor performance, the need for increased Government oversight, and/or the likelihood of unsuccessful contract performance.

a. Provide the rationale for each risk and its rating, including quantitative estimates of the impact on cost, schedule, and performance. Describe the impact of each identified risk in terms of its potential to interfere with or prevent the successful accomplishment of other contract requirements (e.g., SOO or specification requirements), whether or not those requirements are identified. Propose a realistic "work‑around" or risk mitigations for identified risks that will eliminate or reduce the risk to an acceptable level. Identify and classify any new risks introduced by such risk mitigation.

b. The Offeror shall provide its planned approach to provide written notification to the Contracting Officer of any delays or problems that will impact service delivery date.

c. The Offeror shall provide the staffing plan demonstrating that it is realistic and sufficient to provide all of the services as specified in the sample tasks including, but not limited to Software Design approach and staffing, engineering support, testing and evaluation studies, web-based application design, etc.

L VII.1.6 SMALL BUSINESS PARTICIPATION PLAN

In accordance with FAR 52.219-9, Small Business Subcontracting Plan, the Offeror shall submit a small business subcontracting plan. The Offeror shall specifically address the following areas:

1. Specific NHO and subcontractor inclusion in the management, communication coordination and level of effort assigned to each task and sample task

2. Commitment to use the identified firms

3. Complexity and variety of the work the small businesses are performing

4. Identified small business participation in terms of the total value of the acquisition in detailed explanations/documentation and supporting participation percentages

L VIII Volume II – COST / PRICE PROPOSAL

1. The Offeror shall submit its proposed unit prices on the pricing spreadsheet, RFP Attachment 2, Version 2. All pricing shall be quoted in U.S. Currency and carried to no more than two decimal places.

2. Cost/Price Information. Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your cost/price position.

a. All information relating to the proposed price, including all required supporting documentation must be included in the section of the proposal designated as the Price volume.

3. Cost or Pricing Data: In accordance with FAR 15.403-1(b) and 15.403-3(a), information other than cost or pricing data may be required to support price reasonableness. Information shall be provided in accordance with FAR 15.403-5 .

4. Sample Task Orders: The Offeror shall provide a price proposal using firm fixed price labor rates. Subcontractor costs shall be clearly defined in the price proposal. The Contractor may modify the spreadsheet to include subcontractor rates.

5. Under no circumstances shall cost or pricing information be included elsewhere in the proposal.

6. The Offeror shall include a completed SF 33, properly executed and signed by an official authorized to bind the Offeror. The completed SF33 shall include blocks 12 through 18 of the SF 33. In doing so, the Offeror accedes to the contract terms and conditions as written in the RFP. Acknowledgment of receipt of any amendments may be made in the transmittal letter.

7. Transmittal Letter: The Offeror shall submit a transmittal letter with the proposal. The transmittal letter shall include the following information:

a. The name, title, and telephone number of the company/division point of contact regarding decisions made with respect to the proposal and authorized to negotiate and bind the company contractually.

b. Company/Division's street address, county and facility code; CAGE code; DUNS code; TIN; type of small business and labor surplus area designation, if applicable. This same information must be provided if the work for the contract will be performed at any other locations.

c. List all contractor locations where work is to be performed and indicate whether such facility is a division, affiliate, or subcontractor, and the percentage of work to be performed at each location.

d. Indicate that the proposal is valid for one hundred-twenty (120) calendar days.

e. Representations and Certifications. The Offeror shall enter annual representations and certifications on the web site at http://orca.bpn.gov/ and include a statement of the validity dates. Do not include the representations and certifications with the offer.

f. Equal Employment Opportunity (EEO) Pre-award Clearance Information. To expedite the Government’s EEO pre-award clearance request process, the prime contractor shall include a list of all proposed subcontractors with a proposed subcontract value estimated at $10 million or more, to include the following information: Name, address, individual’s name/point of contact, and telephone number. The Government plans to request EEO clearances early in the evaluation process to avoid possible delays in making contract awards (page limit not applicable).

g. The Offeror shall also demonstrate that they can comply with the Contract Security Classification Specification, DD Form 254, provided as RFP Attachment 3. Facility and personnel security clearances shall be submitted with the proposal. The Offeror shall demonstrate that they either currently have the required facility and level of safeguarding clearances or interim clearances.

SECTION M - EVALUATION FACTORS FOR AWARD

The following have been modified (changes shown in bold italics):

SECTION M

Section M - Evaluation Factors for Award

M.IV.1.5 EVALUATION FACTOR #5: SMALL BUSINESS PARTICIPATION PLAN

The Offeror’s small business participation plan will be evaluated on the level of small business commitment that they are demonstrating for the proposed acquisition, and their prior level of commitment to utilizing small businesses in performance of prior contracts. The following shall evidence small business participation:

1. The extent to which such firms, as defined in FAR Part 19, are specifically identified in proposals;

2. The extent of commitment to use such firms (enforceable commitments will be weighted more heavily than non-enforceable ones);

3. The complexity and variety of the work small firms are to perform;

4. The realism of the proposal;

5. Past performance of the offeror in complying with requirements of the clauses at FAR 52.219-8, Utilization of Small Business Concerns, and, for all large business offerors, FAR 52.219-9, Small Business Subcontracting Plan;

6. The extent of participation of such firms in terms of the value of the total acquisition; and

7. The extent to which the offeror provides detailed explanations/documentation supporting the proposed participation percentages, or lack thereof.

The Department of Defense (DOD) has established small business goals as an assistance to assure small business receives a fair proportion of DOD awards. The goals for this procurement are as follows:

1. At a minimum, the IMIT qualified NHOs selected under each task award shall perform at least 30 percent of the work as indicated in the SOO.

2. After validation of a minimum of 30% performance, the Government reserves the right to seek small businesses for subcontracting opportunities to a level of 50% performance total between qualified 8(a) NHO, 8(a) and small business in general.

3. The small businesses must be able to demonstrate relevant past performance and/or capabilities in the performing Information Management/Information Technology (IM/IT) related work.

M.IV.1.6 EVALUATION FACTOR #6: PRICE

The Government will conduct an appropriate cost / price analysis to establish price and reasonableness at the base contract level. The negotiated firm fixed-price labor rates will be incorporated into the base contract. The cost reimbursible rates will not be incorporated into the base contract.

Offerors will be evaluated for price reasonableness on the Sample Task Orders found in RFP Attachment 7. As the range of technical merit narrows, the price analysis will become more significant.

1. The purpose of the price evaluation is to assess the relative price of the Offeror’s proposal and the reasonableness of the proposed price in relationship to the technical and management proposal. The Offeror’s price proposal will be evaluated using one or more of the techniques defined in FAR 15.404.

2. The Offeror’s sample task price proposals will be evaluated, for award purposes, based upon the total price.

a. Labor rates will be evaluated in one-hour increments.

b. Travel is reserved for Government-directed travel, if required. If Government-directed travel is required, those travel costs will be paid on a cost reimbursement basis in accordance with FAR 31.205-46.

c. Technical Insertion Proposals for upgrades/enhancements will not be included in the price model(s) to determine total price.

The Offeror’s firm fixed price labor rates and sample tasks price proposals will also be evaluated to determine if it is reasonable, realistic, and complete and balanced in the following manner:

a. Price reasonableness will be determined by adequate price competition. For a price to be reasonable, it must represent a price to the Government that a prudent person would pay in the conduct of competitive business.

b. If adequate price competition does not exist then other price analysis techniques will be used as described in FAR 15.404.

c. Price realism will be assessed by comparing the proposed price with the proposed scope and effort.

d. An evaluation of the extent to which proposed prices are sufficient for the work to be performed, reflective of a clear understanding of the requirements, and consistent with the unique methods of performance described in the Offeror’s Technical proposal.

e. The price realism assessment will consider technical and management risks identified during the evaluation of the proposal.

f. If the Government evaluates an offer as unrealistically low compared to the anticipated price of performance and the Offeror fails to explain these underestimated prices, the Government will consider it a risk and the Offeror lacks understanding of the requirements.

3. Completeness will be evaluated by assessing the responsiveness of the Offeror in providing price data for all solicitation requirements, calculating all figures correctly and presenting all prices in a clear and useful format.

a. Failure to comply with this requirement may render a proposal as non-responsive, and thereby subject to rejection.

b. Price balance will be assessed in accordance with FAR 15.404(g).

c. The Government will consider the risks to the Government associated with unbalanced pricing in determining the competitive range and in making the source selection decision; and will consider whether award of the contract will result in paying unreasonably high prices for contract performance.

d. An offer may be rejected if the contracting officer determines that the lack of balance poses an unacceptable risk to the Government.

(End of Summary of Changes)