Appendix_A_-_Transition_Phase-In_Phase-Out,_Amend_01.pdf

HTC711-19-R-R004

Appendix A, Amendment 01

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Appendix A: Transition & Phase-In Phase-Out Plan

A.1. Contractor Transition Plan. Offerors shall include a Transition Plan with their proposal submission; in the Transition Plan, offerors must clearly identify activities required and the timeframe for accomplishing each Performance Work Statement (PWS) requirement to begin contract performance on 1 Feb 2021, in accordance with the parameters identified below. The Transition Plan submitted by the successful offeror, which is accepted and approved by the Contracting Officer (CO), will be incorporated into the Contract.

A.2. Transition Period (1 May 2020 through 31 Jan 2021).

A.2.1. Personnel Administration (PWS 1.2.1.). The Contractor shall be operational in accordance with (IAW) the Phase-In volume for relocation services as outlined in paragraph A.3.: “Volume Phase-In Period.”

A.2.2. Information Systems (PWS 1.2.2. and all sub-paragraphs).

A.2.2.1. Order Acceptance. The Contractor’s Information Technology (IT) system shall be fully integrated with applicable Government managed IT system and able to accept task orders not later than (NLT) contract base period year one (1) start date; This requirement is based on successful testing completed no later than 30 days prior to the contract base period year one

(1) start date. System testing for this capability will be available within 60 days of contract award date.

A.2.2.2. Invoicing. The Contractor’s invoicing system shall be fully integrated with Government managed invoicing system and able to process invoices for payment NLT contract base period year one (1) start date; this requirement is based on successful testing completed no later than 30 days prior to the contract base period year one (1) start date.

System testing for this capability will be available within 60 days of contract award date.

A.2.2.3. Shipment Management. The Contractor’s IT system shall be able to execute an end-to-end, origin to destination Household Goods (HHG), Unaccompanied Baggage (UB) and Storage-In-Transit (SIT) move NLT the contract base period year one (1) start date; this requirement is based on successful testing completed no later than 30 days prior to the contract base period year one (1) start date. System testing for this capability will be available on contract award date.

A.2.2.4. System Development or Reconfiguration of Existing IT System. The Contractor’s IT systems shall be able to securely handle processing of required shipments NLT contract base period year one (1) start date.

A.2.2.4.1. Government Security Posture Audit (Pre-Launch). The Contractor shall cooperate with Government Engineers as they review the IT system hosting and deployment architecture to ensure commercial best practices are followed to build a secure IT system and mitigate risk where needed.

A.2.2.4.2. Independent Security Review (Pre-Launch). The Contractor shall use an independent security firm to review the IT system architecture and operational security

A-2 practices. The Contractor shall run simulations of nation-state level threats to build-out and exercise the incident response plan as it is developed in compliance with DFARS 252.204- 7012, Safeguarding Covered Defense Information and Cyber Incident Reporting. The results of these tests and corresponding entries in the incident response place shall be memorialized in a transition plan checklist.

A.2.2.4.3. Government Pen Testing (Pre-Launch). The Contractor shall cooperate with and respond to Government approved/conducted penetration testing. Government hackers will use all methods available, including social engineering, to test IT system and company defenses, as well as the company's incident response processes established for compliance with DFARS 252.204-7012. The results of these efforts will be shared with the Contractor and vulnerabilities shall be remediated prior to launch.

A.2.2.5. Training of Government Personnel. The Contractor shall complete required training for Government personnel to utilize the Contractor’s IT system NLT 45 days prior to contract base period year one (1) start date

A.2.3. Customer Support (PWS 1.2.3.). The Contractor’s Customer Support capability shall be fully operational and capable of providing global 24-hour, 7-day per week support IAW the Phase-In volume for relocation services as outlined in A.3.

A.2.4. Assurance & Process Improvement (PWS 1.2.4). The Contractor shall be operational IAW the Phase-In volume for relocation services as outlined in A.3.

A.2.5. Pre-Move Services (PWS 1.2.5 and all sub-paragraphs). The Contractor shall be operational IAW the Phase-In volume for relocation services as outlined in A.3.

A.2.6. Physical Move (PWS 1.2.6 and all sub-paragraphs). The Contractor shall be operational IAW the Phase-In volume for relocation services as outlined in A.3.

A.2.7. Post-Move Services (PWS 1.2.7.). The Contractor shall be operational IAW the Phase- In volume for relocation services as outlined in A.3.

A.2.8. Reports/Notifications (PWS 1.2.8.).

A.2.8.1. Transition Reports. Transition Reports shall be submitted to the Contracting Officer monthly, commencing one month after award thru 31 October 2020 and twice a month from 1 October 2020 thru 31 January 2021. All transition reports shall detail the Contractor’s progress toward accomplishing the tasks necessary to begin performance on 1 February 2021. Transition reports shall specifically address in detail progress in the following:

A.2.8.1.1. Contractor IT system and Government IT system interfaces.

A.2.8.1.2. Contractor invoicing system and Government invoice system interfaces.

A.2.8.1.3. Contractor’s IT systems’ ability to securely handle processing of required shipments NLT contract base period year one (1) start date.

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A.2.8.1.4. Service Areas. - Service Areas listed in Attachment 2, Pricing Rate Table the Contractor is ready to assume as outlined below in the phase-in plan.

A.2.8.1.5. Storage services and facilities – Number of storage facilities and available storage volume.

A.2.8.1.6. Customer Support Capability – Customer Service support staff in place to manage customer support requirements (calls, emails, technical support, etc.), schedule appointments, and respond to inquiries.

A.2.8.2. Weekly Transition Tele-conference. The Contractor shall coordinate and conduct weekly calls with the Government for the duration of the scheduled Transition and Volume Phase In periods or until the Contracting Officer provides alternate direction. The Contractor shall appoint a primary and secondary point of contact to address questions and issues. The Contractor shall notify the Contracting Officer within one government business day of discovering any issues which would impact the Transition schedule/plan.

A.2.8.3. To facilitate the connection to the government IT system, the contractor shall coordinate and participate in weekly technical exchange meetings with the IT system developer and government to plan, test, and implement the needed connection and data exchange between their system and the government IT system to support on-boarding and invoicing capabilities.

A.3. Volume Phase-In Period (1 February 2021 through 1 January 2022). The Government intends to transfer responsibility for complete, global HHG relocation services IAW the phased approach outlined below. The Contractor shall be operational and able to begin performance NLT the specified timelines.

NOTE: “International” denotes shipments moving between Continental U.S. (CONUS) and Outside Continental U.S. (OCONUS) locations, as well as shipments moving between OCONUS to OCONUS locations. CONUS to CONUS and CONUS to OCONUS Phase-In includes pickup out of NTS and Storage-in Transit (SIT) as well as pickup to put into NTS and SIT.

Base Period Year 1 – Phase In

1 Feb 2021 A minimum of 25% of all Domestic Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for CONUS to CONUS HHG and SIT

1 Mar 2021 A minimum of 50% of all Domestic Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for CONUS to CONUS HHG and SIT

1 Apr 2021 A minimum of 75% of all Domestic Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for CONUS to CONUS HHG and SIT

1 May 2021 100% of all Domestic Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b for CONUS to CONUS HHG and SIT & (including UB to & from Alaska)

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1 Sep 2021 100% of all HHG, UB and SIT; CONUS to & from Hawaii and Canada

Base Period Year 2 – Phase In

1 Oct 2021 A minimum of 25% of all International Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for International HHG, UB, and SIT

1 Nov 2021 A minimum of 50% of all International Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for HHG, UB, and SIT

1 Dec 2021 A minimum of 75% of all International Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for HHG, UB, and SIT

1 Jan 2022

100% of all International Service Areas listed in Attachment 2, Pricing Rate Table, Tab 1b based on FY2018 Historical Data included in Attachment 10 for HHG, UB, and SIT (including locations previously defined as one time only areas).

A.3.1. Direct Procurement Method (DPM) Phase-In. In addition to the Domestic and International volume phase-in described above, the Government intends to transfer responsibility to the Contractor for shipment volume currently covered by various worldwide DPM contracts according to the following schedule:

DPM Location Country (& State) GHC Phase-In Date Monterey, San Benito, Santa Cruz US - California 2/1/2021 Fort Stewart US - Georgia 2/1/2021 New Orleans US - Louisiana 2/1/2021 Fallon US - Nevada 2/1/2021 Fort Hamilton US - New York 2/1/2021 Philadelphia US - Pennsylvania 2/1/2021 Fort Jackson US – South Carolina 2/1/2021 Fairchild US - Washington 2/1/2021 San Diego / El Centro US - California 3/1/2021 Goodfellow AFB US - Texas 3/1/2021 Joint Base Lewis–McChord US - Washington 3/1/2021 Redstone Arsenal US - Alabama 4/1/2021 Fort Leonard Wood US - Missouri 4/1/2021 White Sands Missile Range US - New Mexico 6/1/2021 Fort Irwin US - California 7/1/2021 Mountain Home AFB US - Idaho 7/1/2021 Detroit Arsenal US - Michigan 7/1/2021

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Malmstrom AFB US - Montana 7/1/2021 Kirtland AFB US - New Mexico 7/1/2021 West Point US - New York 7/1/2021 MCB Camp Lejeune US - North Carolina 7/1/2021 Shaw AFB US - South Carolina 7/1/2021 Fort Rucker US - Alabama 8/1/2021 LRC Redstone Arsenal US - Alabama 6/1/2021 Camp Pendleton US - California 9/1/2021 MCAS Miramar US - California 9/1/2021 Moody AFB US - Georgia 9/1/2021 Columbus AFB US - Mississippi 9/1/2021 Beaufort (Parris Island) US - South Carolina 9/1/2021 Hill AFB US - Utah 9/1/2021 Davis Monthan AFB US - Arizona 10/1/2021 LRC Fort Huachuca US - Arizona 10/1/2021 Luke AFB US - Arizona 10/1/2021 Little Rock AFB US - Arkansas 10/1/2021 Marine Corps Air Ground Combat Center (MCAGCC) 29 Palms US - California 10/1/2021

Travis AFB US - California 10/1/2021 Fort Benning US - Georgia 10/1/2021 Rock Island Arsenal US - Illinois 10/1/2021 Fort Campbell US - Kentucky 10/1/2021 Meridian US - Mississippi 10/1/2021 Fort Sill US - Oklahoma 10/1/2021 Corpus Christi US - Texas 10/1/2021 Fort Bliss US - Texas 10/1/2021 Fort Hood US - Texas 10/1/2021 Fort Lee US - Virginia 10/1/2021 NAVSUP FLC - Puget Sound US - Washington 10/1/2021 Laughlin AFB US -Texas 10/1/2021 FLC Bahrain Bahrain 10/1/2021

405th AFSB Germany - Kaiserslautern 10/1/2021

Guam Guam 10/1/2021 NAS Sigonella Italy 10/1/2021

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Naples Italy 10/1/2021 FLC Yokosuka Japan 10/1/2021 Iwakuni Japan 10/1/2021 Okinawa Japan 10/1/2021 LRC Fort Buchanan Puerto Rico 10/1/2021 LRC - USA Garrison Camp Humphreys Republic of Korea 10/1/2021

Peterson AFB US - Colorado 11/1/2021 Dyess AFB US - Texas 11/1/2021 Camp Casey Korea 11/1/2021 Maxwell AFB US - Alabama 12/1/2021 Vandenberg AFB US - California 12/1/2021 Buckley AFB US - Colorado 12/1/2021 Eglin AFB US - Florida 12/1/2021 Jacksonville US - Florida 12/1/2021 MacDill AFB US - Florida 12/1/2021 Patrick AFB US - Florida 12/1/2021 Pensacola US - Florida 12/1/2021 Tyndall AFB US - Florida 12/1/2021 Great Lakes US - Illinois 12/1/2021 Great Lakes - Crane US - Indiana 12/1/2021 McConnell AFB US - Kansas 12/1/2021 Barksdale AFB US - Louisiana 12/1/2021 Fort Polk US - Louisiana 12/1/2021 Annapolis US - Maryland 12/1/2021 Pax River US - Maryland 12/1/2021 Keesler AFB US - Mississippi 12/1/2021 Whiteman AFB US - Missouri 12/1/2021 Nellis AFB US - Nevada 12/1/2021 Holloman AFB US - New Mexico 12/1/2021 Minot AFB US - North Dakota 12/1/2021 Wright Patterson AFB US - Ohio 12/1/2021 Tinker AFB US - Oklahoma 12/1/2021 Ellsworth AFB US - South Dakota 12/1/2021 Ellington Field US - Texas 12/1/2021 Joint Base San Antonio US - Texas 12/1/2021

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NAS Corpus Christi US - Texas 12/1/2021 Langley AFB US - Virginia 12/1/2021 Fort McCoy US - Wisconsin 12/1/2021 Great Lakes US - Wisconsin 12/1/2021 Fort Wainwright US - Alaska 1/1/2022 Edwards AFB US - California 1/1/2022 Orange County US - California 1/1/2022 Ventura County US - California 1/1/2022 Dover AFB US - Delaware 1/1/2022 Key West US - Florida 1/1/2022 NAS Jacksonville US - Florida 1/1/2022 Fort Gordon US - Georgia 1/1/2022 MCLB Albany US - Georgia 1/1/2022 Scott AFB US - Illinois 1/1/2022 Fort Leavenworth US - Kansas 1/1/2022 Fort Riley US - Kansas 1/1/2022 Fort Knox US - Kentucky 1/1/2022 Hanscom AFB US - Massachusetts 1/1/2022 JPPSO-MA/NW US - Massachusetts 1/1/2022 Cannon AFB US - New Mexico 1/1/2022 Fort Drum US - New York 1/1/2022 Fort Bragg US - North Carolina 1/1/2022 MCAS Cherry Point US - North Carolina 1/1/2022 Seymour Johnson AFB US - North Carolina 1/1/2022 Altus AFB US - Oklahoma 1/1/2022 McAlester Army Ammunition Plant US - Oklahoma 1/1/2022 ACC-APG Tobyhanna Division US - Pennsylvania 1/1/2022 Fort Worth US - Texas 1/1/2022 Hampton Roads US - Virginia 1/1/2022 F.E. Warren AFB US - Wyoming 1/1/2022 JPPSO Hawaii US - Hawaii 2/1/2022 Sasebo Japan 4/1/2022 Yongsan Korea 2/1/2022 LRC Daegu Korea 3/1/2022 Naval Station ROTA Spain 8/1/2022

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Souda Bay Greece 9/1/2022

A.4. Volume Phase-Out Period (Starting 12 Months Prior to Contract Expiration). As directed by the Contracting Officer, the Contractor shall cooperate with the Government and/or any successor Contractor in transition of operational capabilities IAW the phased approach and associated timelines identified below. This information represents an estimate of the contract requirement volume the Government will transition to a successor contractor during the specified phase-out period:

Contract Phase-Out Period (Starting 12 Months Prior to Contract Expiration) Quarter 1 25% of contract requirement volume Quarter 2 50% of contract requirement volume Quarter 3 75% of contract requirement volume Quarter 4 100% of contract requirement volume

A.4.1. Phase-out Procedures. Not less than 90 days before contract expiration, the Contractor shall coordinate the following phase-out procedures with the Contracting Officer Representative (COR) and Contracting Officer.

A.4.1.1 Communications. The incumbent Contractor shall conduct weekly phase-out calls with the successor Contractor and the Government for the duration of the scheduled phase-out period or until the Contracting Officer provides alternate direction. The Contractor shall appoint a primary and secondary point of contact to address phase-out questions and issues. The Contractor shall notify the Contracting Officer within one (1) government business day of discovering any issues that would impact the phase-out schedule/plan.

A.4.1.2 Information Systems. The Contractor shall ensure IT systems remain operational and accessible to the Government until all shipments have reached destination, converted to member’s expense or transferred to another authorized party, all data has been transferred to a successor contractor and final certification of all invoices has occurred.

A.4.1.3 Files. The Contractor shall transfer all files (electronic and/or paper) to a successor Contractor as mutually agreed upon between both parties and the Contracting Officer. The Contractor shall provide electronic data files to a successor Contractor for incorporation into a follow-on system. The Contractor shall transfer all paper and electronic files for the past 10 years to the successor Contractor for incorporation into their database no later than contract commencement.