IFIB-ACT-SACT-18-24_AIR_C2_SME_-_Amendment_1_CSPv2.pdf

IFIB-ACT-SACT-18-24

This Enclosure is designed to assist the respective company provide HQ SACT with all necessary documents/information required. For clarification, please refer to bidding instructions in part 1 of subject solicitation.

Description of Acquisition

Part 1 Bidding Instructions

Amendment #1 necessary documents/information required. For clarification, please refer to bidding

1. GENERAL

2. Classification

3. Definitions

4. Eligibility

TABLE OF CONTENTS

5. DURATION OF THE CONTRACT

6. Exemption of Taxes

7. Amendment or Cancellations

8. Bidder Clarifications

9. Bid Closing Date

10. Bid Validity

11. Contents of Proposal

12. Proposal Submission

13. Late Proposal

14. Bid Withdrawal

15. Bid Evaluation

16. Proposal Clarifications

17. Award

18. Communications and Contacts

19. Point of Contact

ENCLOSURES:

1. Proposal/Content Checklist

2. Address Label

3. Compliance Statement

4. Past Performance

5. Mandatory Price Proposal format

6. SOW for Senior Air Capability Planner / Air C2 Subject Matter Expert/ necessary documents/information required. For clarification, please refer to bidding

PART 1 BIDDING INSTRUCTIONS

1. General

This is a Firm Fixed Price Level of Effort contract in accordance the General a n d S p e c i a l Terms and Conditions; Contract Award is contingent upon funding availability; Partial bidding is not allowed.

2. CLASSIFICATION

This IFIB is a NATO UNCLASSIFIED document.

3. DEFINITIONS

(a) The “Prospective Bidder”, shall refer to the entity that has completed and returned the Enclosure of the transmittal letter of this IFIB, and has indicated thereon its intention without commitment, to participate in this IFIB.

(b) The term “Bidder”, shall refer to the bidding entity that has completed a bid in response to this IFIB.

(c) The term Contractor shall refer to the bidding entity to whom the contract is awarded.

(d) The term “Contracting Officer” designates the official who executes this IFIB on behalf of HQ SACT.

(e) “Contracting Officer`s Technical Representative” or “COTR” is the official who is appointed for the purpose of determining compliance of the successful bid, per the technical specifications.

(f) The term “HQ SACT” shall refer to Supreme Headquarters Allied Command

Transformation.

(g) The term “ACT” shall refer to Allied Commander Transformation.

(h) The term “NATO”, shall refer to the North Atlantic Treaty Organisation.

(i) The term “days” as used in this IFIB shall, unless otherwise stated, be interpreted as meaning calendar days.

(j) The term “Habitual Residence”, means HQ SACT, Norfolk, Virginia, VA 23511.

4. ELIGIBILITY

This IFIB is open to companies:

(a) Established in a North Atlantic Treaty Organisation Alliance member nation.

necessary documents/information required. For clarification, please refer to bidding

(b) Working in the required field of study and legally authorised to operate in the

United States of America, at the time of bidding.

(c) Has performed the desired past performance including size, cost and scope, as described in this IFIB.

5. DURATION OF CONTRACT

(a) The contract awarded shall be effective upon date of award.

(b) Period of Performance: Base Period is on or about 15 July 2018 – 31

December 2018 with two possible 12 month option periods and four possible six month option periods; 1 January 2019 – 31 December 2019 and 1 January

2020 – 31 December 2020, 1 January 2021-30 June 2021, 1 July 2021 – 31

December 2021, 1 January 2022 – 30 June 2022, 1 July 2022 – 31 December

2022.

6. EXEMPTION OF TAXES

(a) In accordance with the agreements (Article VIII of the Paris Protocol dated, 25 August 1952) goods and services under this contract are exempt from taxes, duties and similar charges.

7. AMENDMENT OR CANCELLATION

(a) HQ SACT reserves the right to amend or delete any one or more of the terms, conditions or provisions of the IFIB prior to the date set for bid closing. A solicitation amendment or amendments shall announce such action.

(b) HQ SACT reserves the right to cancel, at any time, this IFIB either partially of in its entirety. No legal liability on the part of HQ SACT shall be considered for recovery of costs in connection to bid preparation. All efforts undertaken by any bidder shall be done considering and accepting, that no costs shall be recovered from HQ SACT. If this IFIB is cancelled any/all received bids shall be returned unopened, per the bidder’s request.

8. BIDDER CLARIFICATIONS

(a) Prospective Bidders should seek clarification at their earliest convenience.

Any explanation regarding the meaning or interpretation of this IFIB, terms, clause, provision or specifications, shall be requested in writing, from the necessary documents/information required. For clarification, please refer to bidding

Contracting Officer. The Contracting Officer must receive such requests for clarification no later than 3 calendar days prior to the bid closing date.

(b) In lieu of a bidder’s conference, HQ SACT invites bidders to submit initial technical questions not later than 15 May 2018.

(c) Information in response to all inquiries / requests for clarification to a prospective bidder shall be furnished to all prospective bidders at the following link: http://www.act.nato.int/contracting-procurements as a Question and Answer addendum. All such addendums and any necessary solicitation amendments shall be incorporated into this IFIB. Oral Interpretations shall not be binding.

9. BID CLOSING DATE

Bids shall be received at HQ SACT, Purchasing and Contracting Office, no later than 4 June 2018, 1200 hours, Eastern Standard Time, Norfolk, Virginia, USA.

No bids shall be accepted after this time and date.

10. BID VALIDITY

Bids shall be remain valid for a period of one hundred and twenty days (120) form the applicable closing date set forth within this IFIB. HQ SACT reserves the right to request an extension of validity. Bidder shall be entitled to either grant or deny this extension of validity; HQ SACT shall automatically consider a denial to extend the validity as a withdrawal of the bid.

11. CONTENT OF PROPOSAL

The proposal shall consist of 5 copies of the following minimum paper documents (Clipped - no spiral or plastic binding please): Additionally electronic copies (e-mailed PDF version) of the documents are required no later than 4 June 2018, 1200 hours, Eastern Standard Time, Norfolk, Virginia, USA.

A table of contents for the entire proposal (Checklist provided as Enclosure #1)

(a) The bidder’s full name address, Point of Contacts, Telephone, Fax number and Internet site, (See Enclosure #2);

(b) Compliance statement (See Enclosure #3);

(c) Provision of administrative, financial and technical volumes

(d) Compliance criteria, (See Annex A to Statement of Work).

(e) Past performance (See Enclosure #4)

(f) Company price proposal (Enclosure #5) http://www.act.nato.int/contracting-procurements necessary documents/information required. For clarification, please refer to bidding

12. PROPOSAL SUBMISSION

(a) Proposals shall be submitted in a single package containing two volumes, Technical volume and Price volume, each separately sealed. The single package shall be clearly marked with the mailing label, citing the IFIB

Solicitation reference number, (See Enclosure #3). Within the single package shall be the Technical and Price volumes, separately packaged and identified.

(b) An electronic copy of the proposal, not to include the Price volume is required to the assigned Contracting Officer, prior to the established bid closing date via E-mail PDF document.

(c) Proposal packages may be delivered by mail, courier or hand carried prior to the established deadline.

(d) Proposal packages must be delivered to the HQ SACT via a verifiable method or be handed to a member of the BUDFIN/Purchasing staff, who shall endorse the package with a time date and delivery official shall counter sign, as to the accuracy of the recording.

(e) Price proposals shall be in U.S. Dollar currency. Contractor may request payment post award in alternate currency based on agreed conversion rate.

(f) Prices shall be on a Firm Fixed Price Basis and include any relevant discount schedule.

(g) It is the sole responsibility of the interested company to review any Q & A that may be issued in support of this solicitation, prior to bid submission.

(h) No oral bids or oral modifications or telephonic bids shall be considered.

(i) It is the ultimate responsibility prior to submission that all proposal submissions are reviewed to ensure they meet the technical and administrative specifications and that offers meet the limitations and expressed conditions.

13. LATE PROPOSALS

(a) It is solely the bidder`s responsibility that every effort is made to ensure that the proposal reaches HQ SACT prior to the established closing date and time.

All late bids shall be returned to the offering company unopened. Only if it can be unequivocally demonstrated that the late arrival of the bid package was the result of NATO staff negligence (mishandling) shall the bid be considered.

(b) A delay in a commercial courier service does not constitute a delay by NATO or government channels.

necessary documents/information required. For clarification, please refer to bidding

14. BID WITHDRAWAL

A bidder may withdraw their bid up to the date and time specified for bid closing.

Such a withdrawal must be completed in writing or facsimile, with attention to the HQ SACT Contracting Officer. The proposal shall be returned unopened, at the expense of the company.

15. BID EVALUATION

(a) The evaluation of bids and determination as to the responsiveness and technical adequacy or technical compliance, of the products or services requested, shall be the responsibility of HQ SACT. Such determinations shall be consistent with the evaluation criteria specified in the IFIB. HQ SACT is not responsible for any content that is not clearly identified in any proposal package.

(b) Proposals shall be evaluated taking into consideration of the following factors;

- Successful administrative submission of bid packages as requested in paragraph 11, as listed in this IFIB.

- Successful determination of Technical compliance. (Compliant/Non-compliant).

- Successful cost price criteria (Lowest Price Technical Compliant Offer).

- Acceptance of HQ SACT General and Special Terms and Conditions.

16. PROPOSAL CLARIFICATIONS

During the entire evaluation process HQ SACT reserves the right to discuss any bid with the order to clarify what is offered and interpretation of language within the bid, to resolve in potential areas of non-compliance.

17. AWARD

HQ SACT intends to award a firm fixed price contract(s) to the Offeror(s) whose proposal(s) represents the lowest priced technically compliant offer.

HQ SACT will collect information from references provided by the Offeror in regard to its past performance. Contractors must provide authorization to contact references.

HQ SACT reserves the right to negotiate minor deviations to the listed General and Special Terms and Conditions to this IFIB necessary documents/information required. For clarification, please refer to bidding

18. COMMUNICATIONS

All communication related to this IFIB, between a prospective bidder and HQ SACT shall only be through the nominated HQ SACT Contracting Officer.

Designated contracting staff shall assist the HQ SACT Contracting Officer in the administrative process. There shall be no contact with other HQ SACT personnel in regards to this IFIB. Such adherence shall ensure Fair and Open Competition with equal consideration and competitive footing leverage to all interested parties.

19. POINT OF CONTACT IS:

Tonya Bonilla, ACT Contracting Officer 757-747-3575, tonya.bonilla@act.nato.int

Or

Catherine Giglio, ACT Contracting Officer 757-747-3856, catherine.giglio@act.nato.int

All correspondence shall be forward to:

HQ SACT, BUDFIN BRANCH

Purchasing & Contracting, Contracting Officer

IFIB-ACT-SACT-18-24

ATTN: Tonya Bonilla 7857 Blandy Road, Suite 100, Norfolk, VA, U.S.A.

mailto:brian.garbert@act.nato.int mailto:keith.klemm@act.nato.int necessary documents/information required. For clarification, please refer to bidding

1.1 ENCLOSURE 1

PROPOSAL CONTENT / CHECKLIST

Table of Contents

Bidder`s name, address, POC, Contact numbers, email address.

Compliance Statement.

Past performance (including References).

List of Key personnel.

Technical Proposal.

Price Proposal.

Mailing label.

2 IFIB-ACT-SACT-18-24

2.1 ENCLOSURE 2

(The label below is to be completed by the bidder and affixed to the exterior envelope; parcel or package mailed or deliver to ACT)

2.2 SEALED BID TO IFIB-ACT-SACT-18-24

(To be opened by Contract Awards Committee (CAC Only)

Sender:

HQ SACT

Attn: Tonya Bonilla 7857 Blandy Road, Suite 100, Norfolk, VA 23551-2490 U.S.A

This Enclosure is designed to assist the respective company provide HQ SACT with all necessary documents/information required. For clarification, please refer to bidding instructions in part 1 of subject solicitation.

3 IFIB-ACT-SACT-18-24

3.1 ENCLOSURE 3

COMPLIANCE STATEMENT TO SEALED BID IFIB-ACT-SACT-18-24

It is hereby stated that our company has read and understands all documentation issued as part of IFIB-ACT-SACT-18-24. Our company proposal submitted in response to the referenced solicitation is fully compliant with the provisions of IFIB-ACT-SACT-18- 24 and the intended contract with the following exception(s); such exemptions are considered non substantial to the HQ SACT solicitation provisions issued.

Clause Description of Minor Deviation.

(If applicable, add another page)

Company: Signature:

Name & Title: Date:

Company Bid Reference:

Bidder’s proposal must be based on full compliance with the terms, conditions and requirements of the IFIB and all future clarifications and/or amendments. The bidder may offer variations in specific implementation and operational details provided that the functional and performance requirements are fully satisfied. In case of conflict between the compliance statement and the detailed evidence or explanation furnished, the detailed evidence/comments shall take precedence/priority for the actual determination of compliance. Minor or non-substantial deviations may be accepted. Substantial changes shall be considered non responsive.

4 IFIB-ACT-SACT-18-24

4.1 ENCLOSURE 4

PAST PERFORMANCE INFORMATION FORM

(a) Contracting Agency:

(b) Contract No:

(c) Type of Contract (Firm Fixed Price, IDIQ, Requirements):

(d) Title of Contract:

(e) Description of Work Performance and Relevance to Current Acquisition (Type of facility, capacity, estimated patronage, summary of staff used):

(f) Contract Dollar Amount:

(g) Period of Performance:

(h) Name, Address, Fax and Telephone No. of Reference:

(i) Indicate Whether Reference Acted as Prime or Sub-contractor:

(j) Comments regarding compliance with contract terms and conditions:

(k) Complete Contact Information for client:

(l) Permission to contact client for reference: Yes/ No

Name/Signature of Authorized Company Official necessary documents/information required. For clarification, please refer to bidding

NATO UNCLASSIFIED

4.2 ENCLOSURE 5

IFIB-ACT-SACT-18-24 SEALED BID PRICE PROPOSAL

COMPANY NAME: ABC, Inc.

ADDRESS: Street,

4.3 CITY, POST CODE

TO: Chairman of Supreme Allied Commander Transformation, (HQ SACT) Contracts Award Committee.

ATTN: Tonya Bonilla 7857 Blandy Road, Suite 100 Norfolk, VA 23551

Please verify and acknowledge propriety of above, by duly completing signatures below.

Authorizing Company Official:

Printed Name:

Position:

Title:

Authorizing Company (Signature): ---------------------------------, Date: -----------------.

Company name Witness Official:

Printed Name:

Witness Signature: ----------------------------------------------------------, Date -----------

4.4 PROPOSED RATES MUST BE FULLY “LOADED” [G&A, O/H ETC.], HOWEVER THEY MUST NOT INCLUDE PER DIEM (MEALS & LODGING) AND TRAVEL. TRAVEL (AND RELATED EXPENSES) WILL NOT BE COVERED UNDER THIS

CONTRACT, BUT HANDLED SEPARATELY IN ACCORDANCE WITH THE ACT FINANCIAL MANUAL.

SUBJECT: IFIB-ACT-SACT-18-24 Sealed Bid Price Proposal

Please find on behalf of Insert: Company Name to provide HQ SACT with services (collectively referred as “ITEMS”), subject to the provisions, terms and conditions stated in IFIB ACT-SACT-18-24 and the “Insert : Company Name Technical proposal”, submitted in accordance with solicitation provisions.

Labour Category Base Period: 1 July 2018 – 31 December 2018 ( 900 hours )

Option Period 1: 1 January 2019 – 31 December 2019 (1800 hours)

Option Period 2: 1 January 2020 – 31 December 2020 (1800 hours)

Senior Air Capability Planner/Air

C2 SME

Senior Requirements Manager – Joint Operational Air C2/IAMD

SEE Requirements Manager – Joint Operational Air C2/IAMD

Labour Category Option Period 3A: 1 January 2021

– 30 June 2021 (900 hours per category)

Option Period 3B 1 July 2021 – 31 Dec 2021 (900 hours per category)

Option Period 4A: 1 Jan 2022 – 30 Jun 2022 (900 hours per category)

Senior Air Capability Planner/Air

C2 SME

Labour Category Option Period 4B: 1 Jul 2022 – 30 Dec 2022 (900 hours per category)

Senior Air Capability Planner/Air

C2 SME

Total of Base + Options $________________________________

IFIB-ACT-SACT-15-16

Please verify and acknowledge propriety of above, by duly completing signatures below.

Authorizing Company Official:

Printed Name:

Authorizing Company (Signature): ---------------------------------, Date: -----------------.

Company name Witness Official:

Printed Name:

Witness Signature: ----------------------------------------------------------, Date -----------

STATEMENT OF WORK (SOW)

FOR A

SENIOR AIR CAPABILITY PLANNER / AIR C2 SUBJECT MATTER EXPERT

5 INTRODUCTION

HQ SACT CAPDEV C2DS CIS1 requires a “Senior Air Capability Planner / Air C2 Subject

Matter Expert” (SME). The SME’s main tasks and responsibilities are in direct support of the

Air C2 Services2 programme to develop, analyse, and review capability requirements. The programme supports the Air C2 Community of Interest (COI) at SHAPE and other NATO entities, i.e. with:

Developments in support of Capability Package (CP) 9C0107 addressing NATO Air C2

Services (see Annex B);

Capability capturing activities related to the incremental development of AirC2IS as part of the Bi-SC AIS (see Annex B);

Further development of and a new approach to the Air C2 capability architecture;

Adaptation of the Air C2 COI to future changes in manning and responsibilities within the NATO organisations;

Through-lifecycle requirements management for Air C2 and IAMD;

Continuation of the ACCS Programme (CP 5A0109) as a project within ACT's IAMD programme (see Annex B);

Addressing DOTMLPFI aspects of Air C2 other than M, specifically Doctrine and

Training;

Developing Air C2 capability requirements related to the Single European Sky ATM

Research (SESAR) initiative and US Next Generation (NextGen) air traffic services;

Engaging with stakeholders in order to develop Air C2 capability requirements.

The need for contractor support is due to emerging necessities currently not being covered by HQ SACT Peacetime Establishment (PE) positions:

Future changes in manning and responsibilities within NATO organisations will necessitate the takeover of ACCS responsibilities by HQ SACT;

Future changes in manning and responsibilities within NATO organisations will necessitate the movement of lifecycle requirements management and the need to establish a common single requirements repository for IAMD / AirC2;

1 Headquarters Supreme Allied Commander Transformation (HQ SACT) – Capability Development (CAPDEV) Directorate – Command & Control, Deployability & Sustainability (C2DS) Division – Communications & Information Systems (CIS) Branch.

2 HQ SACT internally, the Air C2 Services programme is in the process of being merged with the Ballistic Missile Defence (BMD) programme to the new Integrated Air & Missile Defence (IAMD) programme.

6 BACKGROUND AND SCOPE OF WORK

Allied Command Transformation (ACT) is NATO’s leading agent for change: driving, facilitating, and advocating the continuous improvement of Alliance capabilities to maintain and enhance the military relevance and effectiveness of the Alliance. The main objectives of ACT are: providing appropriate support to NATO missions and operations; leading NATO military transformation; improving relationships, interaction and practical cooperation with partners, nations and international organisations. ACT therefore leads Alliance concept development, capability development (see Annex B), training and lessons learned initiatives and provides unfettered military support to policy development within NATO.

HQ SACT requires a qualified experienced individual to assist in the development of Air C2 capability requirements and CPs meeting Alliance goals for continuous improvement of Air C2 capabilities and Air C2 interoperability among Alliance nations. The Senior Air C2 SME’s primary focus will be on developing and supporting Air C2 CPs: CP 9A0107 AirC2IS

Increments 2-3 and a new CP addressing NATO Air C2 Services/ACCS Post LOC1 (see

Annex B).

7 TYPE OF CONTRACT AND PERIOD OF PERFORMANCE

7.1 TYPE OF CONTRACT

Commercial Personnel Services Contract in accordance with the General and Special Terms and Conditions: as such it is a Level of Effort contract with a maximum limit or fraction thereof as set forth in the Statement of Work. All employer responsibilities for the Contractor personnel performing under this Contract shall lie with the Contractor.

7.2 PERIOD OF PERFORMANCE

A base period of 01 JUL 2018 – 31 DEC 2018, with two 12 month options: 01 JAN 2019 –

31 DEC 2019, and 01 JAN 2020 – 31 DEC 2020 and four six month options: 01 JAN 2021 – 30

JUN 2021, 01 JUL 2021 – 31 DEC 2021, 01 JAN 2022 – 30 JUN 2022, 01 JUL 2022 – 31

DEC 2022. Option periods shall be exercised at the sole discretion of the HQ SACT

Contracting Officer, based on satisfactory work performance, available funding, and on-going/evolving requirements.

7.3 LEVEL OF EFFORT

One man year per annum with 1800 hours of service to be rendered by each labour category of the contract personnel. Man hours are further defined in para. 1(a) of Special Terms and

Conditions.

7.4 SURGE CAPABILITY

Surge capability requirement is included to have a contract vehicle in place should emerging circumstances require a quick and temporary increase in contractor personnel or additional effort from existing personnel (to meet specific requirements within the scope of the existing

Statement of Work). The Contractor Company shall be prepared to provide support services in in the areas described above. Surge effort will not exceed 300 hours annually. The rate for surge effort shall not exceed the base/option year rate.

8 PLACE OF PERFORMANCE

HQ SACT shall serve as the habitual residence for performance under this contract for Labour categories 1 & 2. Staff Element Europe in Mons, Belgium shall serve as the habitual residence for performance under this contract for Labour category 3. The Contractor is expected to perform the majority of the required work in Norfolk, VA or Mons, Belgium and alternate locations as per requirements specified by the Contracting Officer’s Technical Representative

(COTR). It is anticipated that the contractor may travel 4-6 times per year to Europe in support of this contract for durations of up to two weeks.

9 PARTIAL BIDDING

Partial bidding is not allowed.

10 OVERVIEW OF DUTIES FOR LABOR CATEGORY 1 – SENIOR AIR CAPABILITY

PLANNER/AIR C2 SME

Support and assist the HQ SACT CAPDEV C2DS CIS Capability Lifecycle-Air staff officer (COTR) as directed on all Air C2 related areas to aid in identifying and documenting capability requirements for NATO Air C2.

Liaise and work in close coordination with International Staff, Commands, NATO

Agencies, as well as other nations where required.

Liaise with ACT, ACO, and representatives of the User Community on Integrated Air and Missile Defence (IAMD) doctrine and capability requirements.

Participate in the development of capability requirements for AirC2IS increments and future ACCS improvements and assist in developing interoperability of NATO and national Air C2 in support of Air C2 processes. This includes the evaluation and rationalisation of systems supporting Air C2 to include core, COI enabling, and communications services.

Support the handover/takeover of the ACCS programme from SHAPE to HQ SACT, including the integration of ACCS requirements artefacts into the IAMD/Air C2 requirements repository.

Maintain a comprehensive IAMD/ Air C2 Requirements repository.

Help develop the IAMD/Air C2 Capability Implementation Plan (CIP) and the CPs addressing NATO IAMD/Air C2 Services.

Monitor Ballistic Missile Defence (BMD) development of capability requirements, especially with regard to IAMD for new requirements to be reflected in the CIP and future CPs.

Support the development of doctrine and training plans.

Liaise with Single European Sky ATM Research (SESAR) Integrated Project Team

(IPT) and US representatives for Next Generation (NextGen) air traffic services on capability areas impacting NATO Air C2 systems.

Monitor Mode 5 implementation plans and implementation status for requirement and implementation impact on NATO and National systems.

Perform other duties as directed by the COTR (within scope).

11 PERSONNEL REQUIREMENTS

11.1 EXPERIENCE

7 years of experience performing multiple operational Air C2 functions within two or more military Air C2 organizations/entities.

3 years within last 10 years’ experience engaging Air C2 organizations/entities in requirements capture activities.

3 years of experience in Air C2 requirements development and management activities.

Demonstrable experience working in a multinational organization or NATO Command

Structure (NCS) / NATO Force Structure (NFS) and familiarity with NATO agencies’ role in system development.

Demonstrable experience working in system development such as NATO agencies, SESAR (Single European Sky).

2 years within the last 10 years’ experience in military acquisition procedures (preferably

NATO).

Demonstrated ability to promote international cooperation and participate effectively in a multinational environment.

Demonstrated ability to communicate effectively both orally and in writing. Must be able to present convincing arguments, express ideas and concepts, and explain policy clearly and effectively to Flag and General Officers.

Demonstrated ability to multi-task, take initiative, and respond to rapidly changing requirements or focus.

Demonstrated experience using information systems at end user level with experience using personal computers and software packages (Microsoft Office, SharePoint, etc.).

Demonstrated experience with structured processes, methods and tools for requirements management, specifically with IBM Rational DOORS (IBM Jazz platform).

11.2 EDUCATION/TRAINING

Baccalaureate degree or international equivalent; or 10 years active military experience in the areas relevant to para 11.1 above.

English SLP3333 (Listening, Speaking, Reading, and Writing).

11.3 SECURITY

NATO SECRET security clearance or national equivalent

12. LABOR CATEGORY 2 - SENIOR REQUIREMENTS MANAGER – JOINT OPERATIONAL

AIR C2/ IAMD

12.1 Background

DCOS Capability Development (CAPDEV) acts as the Supreme Allied Commander

Transformation's Director for guidance, direction and co-ordination of the activities and resources of the Capability Development Directorate. CAPDEV is responsible to:

a. Identify and prioritize Alliance capability shortfalls from short to long term, along a continuum of holistic capability development.

b. Lead the determination of required capabilities and prioritization of shortfalls to inform the delivery of materiel and non-materiel solutions across the Doctrine, Organisation, Training, Material, and Leadership, Personnel, Facilities and Interoperability (DOTMLPFI) lines of effort to enable a holistic approach to capability development, ensuring improved interoperability, deployability and sustainability of Alliance Forces.

The Requirements Division will execute all tasks and activities needed to support requirements management for NATO capabilities. The Requirements division develops requirements, provides traceability and quality assurance of requirements, and implementation options across Doctrine, Organisation, Training, Material, Leadership, Personnel, Facilities and

Interoperability (DOTMLPFI) in order to satisfy capability needs.

The Capability Requirements (CR) Branch will develop the Capability Requirements Brief and recommended courses of action to resolve issues associated with through the life cycle management of requirements using matrixed, cross functional project-specific Requirements

Management teams. The branch provides requirements development, traceability and quality assurance support; analysis support; and interoperability standards and requirements information to Capability Programme Managers and projects.

The Senior Requirements Manager - Joint Operational C2/ IAMD directly reports to and supports the Branch Head (BH) CR and will require travel to meetings and conferences both within and outside NATO’s boundaries for 30 days per year.

12.2 Tasking

1. Facilitate, drive, and coordinate the activities of the Air C2 / IAMD 3 Requirements

Management Team in support of the BH.

2. Define or refine Air C2 / IAMD requirements including development of concepts of operation and courses of action, working with subject matter expertise in the Air domain and Ballistic

Missile Defence personnel within the Capability Divisions.

3 Taken together Air C2 and Integrated Air & Missile Defence

3. Elicit, capture, and collect capability requirements across all aspects of DOTMLPFI for Air

C2 / IAMD Operational Requirements, Capability Targets, and other high-level requirements.

4. Develop resource proposals in support of Air C2 / IAMD capability requirements.

5. Facilitate and drive the development of the Capability Requirements Brief as it related to Air

C2 / IAMD in support of the BH.

6. Perform DOTMLPFI decomposition into capability requirements.

7. Facilitate and drive the requirements development processes related to Air C2 / IAMD in support of the BH.

8. Coordinate DOTMLPFI development and implementation synchronization and develop recommended courses of action to resolve issues relating to Air C2 / IAMD.

9. Coordinate the development of concepts of operation.

10. Coordinate the analyses of alternatives (AoA) when considering implementation options.

11. Support requirements management activities across the capability lifecycle to include: those in development, those in-service, and those to be disposed.

12. Support requirements management aspects relating to Governance and Management representations and approvals in relation to Air C2 / IAMD requirements

13. Identify changes to requirements, prepare Change Requests.

14. Within the Air C2 / IAMD domain, provide requirements management technical guidance for the elicitation, capture and development of capability requirements across all aspects of

DOTMLPFI for all assigned Operational Requirements, Capability Targets, and other high-level requirements to HQ SACT branches, ACO subject matter experts, industry, and Host

Nations, as required.

12.3 Qualifications

The candidate is required to have:

1. A Master’s degree or international equivalent in a relevant field; or 15 years’ experience in the areas relevant to para 12.2 above.

2. In keeping with this senior post, demonstrate 10 years’ experience in the field of requirements processes to include requirements management and requirements elicitation.

3. Demonstrate 7 years’ experience of capability development processes.

4. Demonstrate 10 years’ experience with writing white papers, point papers, and briefings for senior leaders.

5. Excellent communications skills both orally and in writing.

6. Working knowledge of Configuration Management methods and practices.

7. Demonstrate 3 years’ experience and operational knowledge of working in the Air C2/IAMD domain within the last 10 years.

8. NATO or National Secret Security Clearance.

9. Demonstrated proficiency in English as defined in STANAG 6001 (3333) - (Listening, Speaking, Reading and Writing) or demonstrated native English speaker background.

12.4 Desired qualifications

Desirable qualification are:

1. A working knowledge of NATO Governance, Management, and Processes.

2. Programme and Project Management experience.

3. Experience with working in a National or NATO strategic or operational command.

4. Experience with writing policies and directives, preferably in the requirements management field.

5. Working knowledge of requirements management tools.

6. Working knowledge of capability architectures

13. LABOR CATEGORY 3 - REQUIREMENTS MANAGER – JOINT OPERATIONAL AIR C2/

IAMD – HQ SACT STAFF ELEMENT EUROPE, MONS, B ELGIUM

13.1 Background

1. DCOS Capability Development (CAPDEV) acts as the Supreme Allied Commander Transformation's Director for guidance, direction and co-ordination of the activities and resources of the Capability Development Directorate. CAPDEV is responsible to:

a. Identify and prioritize Alliance capability shortfalls from short to long term, along a continuum of holistic capability development.

b. Lead the determination of required capabilities and prioritization of shortfalls to inform the delivery of materiel and non-materiel solutions across the Doctrine, Organisation, Training, Material, and Leadership, Personnel, Facilities and Interoperability (DOTMLPFI) lines of effort to enable a holistic approach to capability development, ensuring improved interoperability, deployability and sustainability of Alliance Forces.

2. The Requirements Division will execute all tasks and activities needed to support requirements management for NATO capabilities. The Requirements division develops requirements, provides traceability and quality assurance of requirements, and implementation options across Doctrine, Organisation, Training, Material, Leadership, Personnel, Facilities and Interoperability (DOTMLPFI) in order to satisfy capability needs.

3. The Requirements Forward Branch is responsible for conducting requirements development and management representation and engagement related functions in Europe. The branch provides support to the NATO processes. The branch consists of a competency-aligned structure to support appropriate requirements analysis, development, management, and monitoring activities in accordance with SACT direction and guidance. The contractual support is in direct support of this Branch based in Mons Belgium.

13.2 Tasking

4. The following tasks are required:

a. Join and contribute to the activities of the Air C2 / IAMD4 Requirements Management

Team.

b. Within the Air C2 / IAMD domain and working closely with HQ SACT, support ACT representation at appropriate levels of engagement at requirements management related meetings, discussions, committees and working groups within Europe.

c. Monitor Air C2 / IAMD requirements developed in all life cycle stages to ensure integrity and traceability and to ensure they remain valid, applicable, and continue to satisfy operational user needs.

d. Support maintenance of configuration control of Air C2 / IAMD requirements traceability matrices throughout the capability life cycle.

e. Provide requirements development and management consulting services to European

NATO entities to ensure that quality of the NATO Air C2 / IAMD requirements management processes are maintained through the life cycle.

f. Interact with ACO subject matter Air C2 / IAMD experts to collect information needed to clarify operational needs underlying Operational Requirements Statements.

g. Support Air C2 / IAMD concepts of operation development and courses of action to clarify Operational Requirements Statements.

h. Interact with ACO counterparts to identify future operational needs and Operational

Requirements Statements

i. Employ analysis techniques to ensure that capability requirements are specific, measureable, acceptable, realistic and time-bound (SMART) and consider a range of cost-effective options during their development and formulation.

j. Support CUR/UR processes including ensuring requirement development for through the life cycle support.

13.3 Qualifications

The candidate is required to have:

4 Integrated Air & Missile Defence

10. A Bachelor’s degree in a relevant field; or 10 years’ experience in the areas relevant to para 13.2 above.

11. Demonstrate 5 years’ experience in the field of requirements processes to include requirements management and requirements elicitation.

12. Demonstrate 3 years’ experience of capability development processes.

13. Demonstrate 5 years’ experience with writing white papers, point papers, and briefings for senior leaders.

14. Excellent communications skills both orally and in writing.

15. Working knowledge of Configuration Management methods and practices.

16. Demonstrate 3 years’ experience and operational knowledge of working in the Air C2/IAMD domain within the last 7 years.

17. NATO or National SECRET Security Clearance.

18. Demonstrated proficiency in English as defined in STANAG 6001 (3333) - (Listening, Speaking, Reading and Writing) or demonstrated native English speaker background.

13.4 Desired qualifications

Desirable qualification are:

7. A working knowledge of NATO Governance Management and Processes

8. Programme and Project Management experience

9. Experience with working in a National or NATO strategic or operational command

10. Experience with writing policies and directives, preferably in the requirements management field

11. Working knowledge of requirements management tools

14. PROOF OF PAST PERFORMANCE

The Contractor is to provide a minimum of one (1) past performance citations (for work within the past ten years) to show that it has successfully completed work that is similar to the requirements outlined in this SOW. References may be submitted in lieu of past performance citations. The citations/references shall include the following information at a minimum:

Summary of work performed that is similar to or directly relates to this SOW in size, scope and value.

Status of work (i.e. on-going, complete).

Date of work performance.

Name of client/reference.

Complete contact information for client/reference.

Permission to contact client for reference.

15. CONTRACTOR TECHNICAL EVALUATION

A. CONTRACTOR SUPERVISION

Contractor personnel shall report to and receive technical guidance from the COTR while executing this SOW. The COTR can recommend to the Contracting Officer (who has final authority) that the contract/SOW be amended, extended, or cancelled for evolving requirements, new tasking, and/or technical non-performance. The COTR shall provide direction, guidance, access to subject matter experts (SMEs) and support information, as needed (within scope). The COTR shall:

- Resolve outstanding disputes, problems, deficiencies, and/or questions on the technical aspects of the SOW.

- Review (and approve) all contractor tasking and deliverables for completeness and accuracy.

The COTR shall review the Contractor’s work at regular intervals as required. The COTR’s written approval of work reported and deliverables submitted is mandatory for Contractor invoices to be successfully processed.

B. CONTRACT REPORTING

The Contractor shall submit a monthly report to the COTR and the Contracting Officer, detailing progress on the SOW for the reporting period. The report shall include, but not be limited to, the following information:

Summary of work (by contractor position) for tasking and deliverables for the reporting period.

Contract hours expended showing a comparison with budgeted hours.

Current or anticipated problems/deficiencies and recommended solution.

The COTR may amend the reporting requirements to receive alternate and/or additional data and information on a more frequent or less frequent basis, and may request other reports that detail designated aspects of the work or methods to remedy problems and deficiencies. The

Contracting Officer shall receive a minimum of a monthly report, regardless of COTR changes.

However, note that the report is NOT a deliverable subject to acceptance. The Contractor is expected to work closely with ACT personnel, ACO staff, the user community and SMEs.

Consequently, the Contractor is expected to promptly address all identified problems and deficiencies, providing the COTR with written information on how problem shall be corrected and any impact to on-going work.

16. INTELLECTUAL PROPERTY RIGHTS (IPR)

Specific information to IPR is articulated in the General Terms and Conditions that support this contract (see Annex C, esp. clauses #32 and #33).

17. RELEASABILITY

NATO nations have regulations and laws applying to the export of defence related goods by domestic commercial sources to outside entities (such as NATO). The products or services under this SOW will need to be releasable to entities identified under the statements made with regard to both the IPR and any applicable export control laws (see paragraph 20 below and

Annex C, esp. clause #21).

18. WORKING MATERIALS

For on-site work, HQ SACT shall provide all necessary working space, office furniture, telephones, computers, software, peripherals, support equipment, office supplies, classified/unclassified storage space, and access to unclassified and classified NATO wide area networks (WAN, granted on an as needed basis to individuals with appropriate security clearances) and the Internet for work to be performed at all NATO sites. Contractor personnel are not authorized to make any permanent/semi-permanent physical modifications to the HQ

SACT facilities. Contractors shall have full access to the Microsoft Office Suite as well as to

Microsoft Project.

19. SECURITY

A. PERSONNEL CLEARANCES

Contractor personnel shall be responsible for obtaining all needed security clearances prior to starting work at HQ SACT. All Contractors shall have a minimum of a SECRET security clearance (see 11.3) as issued by NATO or the respective national Department of Defence

(DOD). No clearance or waiver to this requirement shall be granted, and no Contractor shall be assigned without having the needed clearance in place. If the Contractor Company cannot assign personnel with the required SECRET security clearance on the start date, the company shall be liable for bid non-compliance or immediate contract termination. The Contractor

Company must provide advance written proof of the ability to assign fully cleared personnel prior to contract award/start. The Contractor Company is fully responsible for arranging all work visas.

B. SECURITY CONDITIONS

The Contractors must adhere to current security conditions at SACT HQ and other work sites.

Contractor personnel shall comply with all local host nation and NATO security provisions and other policies and procedures, as required. The possible security classification of the deliverables under this contract may range from not classified through NATO Secret.

C. BUILDING / INSTALLATION ACCESS

The Contractors are fully responsible for ensuring that they have all needed vehicle passes and decals, and individual access badges and documents for appropriate access to HQ SACT facility. The Contractor Company shall submit requests for site access to SACT HQ, Attention

Security Office, 7857 Blandy Road, Suite 100, Norfolk, VA 23551-2490.

D. ELECTRONIC DEVICES

All Contractor personnel shall abide by the security restrictions regarding carrying and using electronic devices (e.g., laptops, cell phones) in HQ SACT. The Contractor shall be responsible for satisfying the necessary clearance from the HQ SACT Security Office before bringing any such device into HQ SACT work environment.

20. EXPORT CONTROL

NATO nations have regulations and laws applying to the export of defence related goods and services originating from domestic commercial sources to foreign entities. Usually under those laws and regulations, NATO is considered a foreign entity. The following requirements of this

SOW are provided in order to allow the bidder/contractor the opportunity to assess the applicability of their pertinent national laws and regulations and take action, as required, Ref.:

Part One A, Special Terms & Conditions. The services provided under this SOW generically support Air C2 activities. The services will be rendered at a maximum in the following locations: NATO member nations and future NATO member nations. Persons exposed to the services performed under this SOW will be nationals of NATO member nations working for

NATO nation governments.

A-1

ANNEX A

to the Statement of Work for a Senior Air C2 SME

TECHNICAL EVALUATION MATRIX

Contractor’s technical proposals will be assessed on the qualifications of the individuals proposed to perform the work. Individuals’ résumés will be measured against each of the criteria specified below in order to ascertain whether the individuals have adequately demonstrated that they possess the required qualifications. HQ SACT reserves the right to conduct interview of nominated candidates). Examples of how detailed knowledge levels were attained are expected. Ultimately Contractor companies shall clearly demonstrate by providing unequivocal reference to where candidates meet the criteria set forth in this solicitation.

The bids will be evaluated against the following levels:

Compliant (C) = Meets the criterion;

Minor Shortfall (M) = marginally meets the criterion;

Serious shortfall (S) = Proposal will be deemed non-compliant.

Contractor should complete each section below outlining how compliance is achieved and concisely demonstrate by direct reference to technical proposal that unequivocally demonstrates compliance.

Qualification / Requirement Level ( C / M / S ) Additional Information / Comments

Category 1 – Air C2 SME / Senior Air Capability Planner

Education / Training

Baccalaureate degree or international equivalent; or 10 years active military experience in the areas relevant to para 11.1 above.

English SLP3333 (Listening, Speaking, Reading, and Writing).

Security

NATO Secret security clearance or national equivalent.

A-2

Qualification / Requirement Level ( C / M / S ) Additional Information / Comments

Experience

7 years of experience performing multiple operational Air C2 functions within two or more military Air C2 organizations/entities.

3 years within last 10 years’ experience engaging Air C2 organizations/entities in requirements capture activities.

3 years of experience in Air C2 requirements development and management activities.

Demonstrable experience working in a multinational organization or NATO Command Structure (NCS) / NATO Force Structure (NFS) and familiarity with NATO agencies’ role in system development.

Demonstrable experience working in system development such as NATO agencies, SESAR (Single European Sky).

2 years within the last 10 years’ experience in military acquisition procedures (preferably NATO).

Demonstrated ability to promote international cooperation and participate effectively in a multinational environment.

Demonstrated ability to communicate effectively both orally and in writing. Must be able to present convincing arguments, express ideas and concepts, and explain policy clearly and effectively to Flag and General Officers.

Demonstrated ability to multi-task, take initiative, and respond to rapidly changing requirements or focus.

Demonstrated experience using information systems at end user level with experience using personal computers and software packages (Microsoft Office, SharePoint, etc.).

A-3

Qualification / Requirement Level ( C / M / S ) Additional Information / Comments

Demonstrated experience with methods and tools for requirements management, specifically with IBM Rational DOORS (IBM Jazz platform).

Category 2 – Senior Requirements Manager – Joint Operational Air C2/IAMD – HQ SACT

Education / Training

A Master’s degree or international equivalent in a relevant field;

or 15 years’ experience in the areas relevant to para 12.2 of the Statement of Work.

Proficiency in English as defined in STANAG 6001 (3333) - (Listening, Speaking, Reading and Writing) or demonstrated native English speaker background.

10 years’ experience in the field of requirements processes to include requirements management and requirements elicitation.

7 years’ experience of capability development processes.

10 years’ experience with writing white papers, point papers, and briefings for senior leaders.

A-4

Qualification / Requirement Level ( C / M / S ) Additional Information / Comments

Excellent communications skills both orally and in writing.

Working Knowledge of Configuration Management methods and practices.

3 years’ experience and operational knowledge of working in the Air C2/IAMD domain within the last 10 years.

Category 3 – Requirements Manager – Joint Operational Air C2/IAMD – HQ SACT, SEE Mons, Belgium

Education / Training

Bachelor’s degree in a relevant field; or 10 years’ experience in the areas relevant to para 13.2 of the Statement of Work.

Proficiency in English as defined in STANAG 6001 (3333) - (Listening, Speaking, Reading and Writing) or demonstrated native English speaker background.

5 years’ experience in the field of requirements processes to include requirements management and requirements elicitation.

A-5

Qualification / Requirement Level ( C / M / S ) Additional Information / Comments

3 years’ experience of capability development processes.

5 years’ experience with writing white papers, point papers, and briefings for senior leaders.

Excellent communications skills both orally and in writing.

Working Knowledge of Configuration Management methods and practices.

3 years’ experience and operational knowledge of working in the Air C2/IAMD domain within the last 7 years.

B-1

ANNEX B

to the Statement of Work for a Senior Air C2 SME

SOW BACKGROUND AND DEFINITIONS

1 CAPABILITY PACKAGE (CP)

The NATO Defence Planning Process (NDPP) is a framework within which national and

Alliance defence planning activities can be harmonised to meet agreed targets in an effective and efficient way. The NDPP is the overarching process that is utilised for capability development in NATO.

A capability is the existing ability to perform actions to achieve objectives and/or effects. A capability typically consists of a combination of aspects across the DOTMLPFI5 spectrum.

A Capability Package (CP)…