IFIB-ACT-SACT-18-48-IAMD__.pdf

IFIB-ACT-SACT-18-48

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 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 IAMD Programme Implementation Strategy 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.

Period of Performance:

Base Period is on or about 03 September 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 15 days prior to closing.

(b) In lieu of a bidder’s conference, HQ SACT invites bidders to submit initial technical questions not later than 15 July 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 1 Aug 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 01 Aug 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) http://www.act.nato.int/contracting-procurements necessary documents/information required. For clarification, please refer to Bidding

(f) Company price proposal (Enclosure #5)

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 necessary documents/information required. For clarification, please refer to Bidding or government channels.

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(s).

Partial awards are authorized per labour categories.

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

Special Terms and Conditions to this IFIB.

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 and

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-18-48

ATTN: Tonya Bonilla/Catherine Giglio 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-18-48

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-18-48

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

Sender:

HQ SACT

Attn: Tonya Bonilla / Catherine Giglio 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-18-48

3.1 ENCLOSURE 3

COMPLIANCE STATEMENT TO SEALED BID IFIB-ACT-SACT-18-48

It is hereby stated that our company has read and understands all documentation issued as part of IFIB-ACT-SACT-18-48. Our company proposal submitted in response to the referenced solicitation is fully compliant with the provisions of IFIB-ACT-SACT-18- 48 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-18-48

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-18-48 SEALED BID PRICE PROPOSAL

COMPANY NAME: ABC, Inc ADDRESS: Street, 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 -----------

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-18-48 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-18-48 and the “Insert : Company Name Technical proposal”, submitted in accordance with solicitation provisions.

Labor Category Base Period: 13 Aug 2018 – 31 December 2018 ( 750 hours )

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

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

Option Period 3A: 1 January 2021 – 30 June 2021 (900 hours)

IAMD

REQUIREMENTS

MANAGEMENT

REPOSITORY

EXPERT

INTERIM

PROGRAMME

COORDINATOR /

PROJECT

COORDINATOR –

PRINCIPAL IAMD

CAPABILITY

ENGINEER

Labor Category Option Period 3B: 1 July 2021 – 31 December 2021 (900 hours)

Option Period 4A: 1 January 2022 – 30 June 2022 (900 hours)

Option Period 4B: 1 July 2022 – 31 December 2022 (900 hours)

IAMD

Requirements Analyst

INTERIM

PROGRAMME

COORDINATOR /

PROJECT

COORDINATOR –

PRINCIPAL IAMD

CAPABILITY

ENGINEER

Total of Base + Options $________________________________

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 -----------

Support to HQ SACT IAMD Programme Implementation Strategy.

Statement of Work

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.

The new Capabilities Division contributes to the achievement of Interoperability as an overarching, NATO enterprise goal through development of holistic (DOTMLPFI1) capabilities, based on validated requirements.

The new Air C2 / IAMD Branch leads the development of Air C2 and IAMD related NATO capabilities. In particular, during the formation of the Branch, it will:

Enable the hand-over / take-over (HOTO) from Allied Command Operatons (ACO) to Allied Command Transformation (ACT) of tasks and activities related to the holistic capability development of the “Air Command and Control System (ACCS)” programme;

And by 2019/20 complete the recruitment of a new “Deputy Branch Head and Principle IAMD Capability Engineer” (NATO level A-4), to work in Mons. The post focuses on the definition and execution of Air C2 capability programme plans, as well as ensuring the incorporation of capability requirements identified across the lifecycle, which are cross-coordinated with other ACT programmes and NATO Authorities (SHAPE, NCI and NSP Agencies).

It is a CAPDEV priority to hire a senior contractor to support the preparation, planning, execution, and assessment of the HOTO of ACCS-related tasks and activities, from ACO to ACT, during the implementation of the new Peacetime Establishment (PE) in Mons.

In addition HQ SACT requires specific additional capability development support to fulfil a high priority work-strand concerning the adaptation of the Integrated Air and Missile Defence (IAMD) programme.

There are a number of drivers needed to improve requirements management, including: a) several International Board of Auditors for NATO(IBAN) reports; b) the Software Intensive Task Force report; c) the CNIS Part II action item 4; d) the Requirements IPT tasking for Air C2 requirements; e) NATO Command Structure (NCS) adaptation and derived internal strategic objectives and functional concepts, towards a more rigorous approach for requirement definition and management, supported by adequate resources and enabling a robust, streamlined and coherent approach to a comprehensive (DOTMLPFI2) capability development

1 DOTMLPFI: Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities, Interoperability.

2 Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities, and Interoperability.

for NATO Air Command and Control (C2) within the C3 taxonomy framework at the Enterprise Architecture, including Ballistic Missile Defence (BMD).

The nature and volume of the work cannot be met by adjustments to current ACT Peacetime Establishment. So the support of contractors with tangible skills - in Command and Control (C2) requirements management, engineering, architectures and capability planning -, is required to technically support HQ SACT to accomplish this work within the required timeframe.

2) Background

Based on the military requirements, Allied Commander Transformation (ACT) develops DOTMLPFI lines of development including material line of development. Capability packages (CPs) is one alternative to fill gaps in existing NATO capabilities or to develop new required capabilities for the material line of development.

Currently the IAMD programme is focusing into the B MD CP 1303R1, aiming to deliver the Battle Management Command, Control, Communication and Information (BMC3I), based on BMD operational user requirements, concepts and architecture. The derived BMD functions will be implemented via other CPs in the related domains, such as the Air Command and Control System (ACCS), the Bi-SC Allied Information System (Bi-SC AIS) including Air Command and Control Information Services (AirC2IS) 3, and the NATO General purpose Communication System (NGCS).

In 2017 HQ SACT supported a BMD Comprehensive Programme Review, focusing into the operational capabilities review, in terms of an assessment of the BMD requirements and of the overall CP coherence, and conducted the review and prioritization of the AirC2IS requirements. This in order to support the NATO Communication and Information (NCI) Agency in the development of the Cost Estimates for the BMD and AirC2IS increments.

In parallel, C2DS Division is developing a new organisation and procedures to optimize the capability life-cycle, which for IAMD Programme will build on the current effort for reviewing the requirements, operational concepts and architectures to support as required the overall Air C2 (with BMD) capability development4.

NCI Agency already adjusted its organisation within a unique AMDC2 directorate, and owns an internal Air C2 “repository”, to manage and trace requirements, architectures, business plan, change proposals, references, etc., easing its contribution to the Air C2 Life-cycle Configuration Management Plan (LCMP).

ACT developed EM-WIKI (unclassified domain only) and other tools to manage requirements and architectures, but it is lacking a similar and powerful tool, providing a unique repository to support the overall IAMD programme management. Due to the incoming adaptation process, and following on the previous and extended reviews conducted for BMD and AirC2IS, such a

3 And other systems, services and tools BMD-related, for Education Training Exercises and Evaluation Functional Services, NATO Common Operational Picture, Operational Planning, etc.

4 With specific relation to four of six-stages process of: initiation, requirements development, solutions development, delivery (including assessments and acceptance), in service support and disposal/retirement (including eventual transition to new increment or new capability).

kind of repository for IAMD is deemed as critical for the programme and pivotal for ACT capability development, including ACCS.

3) Scope of Work

Interim Programme Director – Principal IAMD Capability Engineer

Overview of Duties

a) Report directly to ACT’s IAMD Programme Manager (in due course to be known as IAMD

Portfolio Manager) in HQ SACT.

b) Support the HOTO of ACCS-related tasks and programme activities, from ACO to ACT.

c) Support the IAMD Programme Manager contributing to enable a holistic Air C2 / IAMD capability development across all DOTMLPFI aspects.

d) Support the management of Air C2 / ACCS Capability Programme and Project Plans.

e) Contribute to the acceptance testing and documentation of ACCS related capabilities.

f) Support the development of Air C2 related capability architectures and the development of Joint Air C2 (including BMD) capability requirements and their elicitation.

g) Support ACT’s reporting to governance and management and other senior fora.

h) Contribute expertise to the capability development lifecycle planning process, including roadmaps to help realize the implementation of ACCS and Air C2 projects.

i) Act as the ACT interim ACCS Programme Director/Project Coordinator.

j) Travel to meetings and conferences both within and outside NATO’s boundaries for 50 days per year.

IAMD Requirements Management Repository Expert

Overview of Duties

a) Collection, analysis, definition, setup and start partial (initial) population of a comprehensive IAMD Requirements Management Repository (for Architectures, Processes, Information products and requirements for systems supported, including

ACCS),

b) Drafting an outline plan (including the resource estimate across HQ SACT) for the management of the repository,

c) Support the engagement with IAMD community of interest.

4) Approach

The IAMD requirements management repository expert will work directly in support of the IAMD Programme Manager (PM), facilitating the engagement and coordination with SHAPE, NCI Agency and other (ACT and ACO) stakeholders, for the scope of this SOW.

The contractor will use the validated BMD and Air C2 requirements and relevant5 documentation in order to start with an initial assessment about the possible technical solutions and the derived plan for the interim and the final capability. This will be supported by a detailed work-breakdown structure (WBS), to assist the COTR in the development of the right approach for this pivotal adaptation of the IAMD programme.

Flexibility in the tasks of the contractor is required, considering the parallel processes which are linked if not main drivers for this work (e.g. Requirements management manual, Requirements management draft directive, the adaptation of HQ SACT and new R/R/A for requirements definition and capability acceptance), against the goal to achieve an Initial Operational Capability of the IAMD Repository by the end of December 2018.

6) Expected Tasks for the IAMD Requirements Management Repository Expert

Contract personnel shall provide products and support services to the IAMD Programme and Project Managers, for the following tasks:

a) Develop an initial study and analysis of cost-effective solutions based on NATO tools (see para h below) for the establishment of the IAMD repository, both from a technical (physical) perspective, and from an organisational one.

b) Produce initial concept and plan (2019 and beyond), plus a WBS for the duration of this work.

c) Collect the relevant documents and information, considering:

i. the information sources (including interoperable external repositories),

ii. the information products to be included (e.g. CPs, Architectures, Processes and Concepts, Requirements for systems supported),

iii. the life-cycle management procedures to be supported.

d) The contractor will perform an analysis of the requirements and the products to ensure quality requirements. The areas to be analysed include necessity, implementation free, unambiguous, consistency, singular, feasible, traceable, verifiable and fit for purpose for implementation.

e) The contractor will analyse the working practices of requirements management of the Bi-SC AIS by NCI Agency and other stakeholders for Air C2 and ACCS to ensure interoperability and commonality.

f) Contractor will analyse the current working practices in the C3CG Enterprise requirements management manual, draft Lifecycle management, draft Requirements management directives and Interim Capability Acceptance directive, and ensure support of the repository to those processes.

g) The contractor will identify gaps in the requirements information in order to facilitate implementation and recommend to ACT how to rectify those gaps.

5 For a DOTMLPFI capability development.

h) The contractor will provide support for the set-up of the repository as made available by HQ SACT6, and for the initial population. The contractor is expected to use the installed base of IBM Rational Doors to establish the repository.

i) Thereafter, the contractor will advise and support plans for the establishment of internal (HQ SACT) organisation, rules and procedures for the management of the IAMD repository, including the provision of outputs/deliverables which are coherent and consistent with the life-cycle management of the related capability packages and projects (BMD, AirC2IS, ACCS).

j) Assist in preparation of, and participate in, bilateral discussions, meetings and workshops as necessary, (prepare materials, read ahead, collect reference documents prepare materials). One or more travels to Europe will be required.

k) Consult as appropriate with project/programme managers, operational users, business architects, system engineers, etc., within NATO commands and agencies to obtain the information necessary for analysis, to develop recommended solutions and plans, and to setup and populate the IAMD repository.

l) Provide recommendations on potential updates or modifications, including a draft plan covering the follow-on of the work, with an interim management and organisation, towards the achievement of a Final Operational Capability of the IAMD Repository envisaged by summer 2021.

m) Identify and analyse the phases to initiate a concept plan for AirC2 capability architecture.

7) Planned Deliverables for the IAMD Requirements Management Repository Expert

Contract personnel shall provide deliverables across the tasks as delineated in paragraphs 4 and 6, including:

a) Written responses to selected requests or documents forwarded by either the IAMD Programme or Project Managers.

b) Written reports of reviews and analysis conducted, including issues identified and inputs recommendations and solutions to solve the issues.

c) A document defining a Concept plan to set up an AirC2 capability architecture based on NATO guidance’s and policy coherent with available products related with AirC2 (ACCS, AirC2IS/Bi-SC AIS, AFSC…);

d) Presentations and additional documents as required by PM.

e) Written summary of workshops and or meetings participated in.

5) Contract Type and Period of Performance

6 The procurement of the Repository (hardware and software) is not included in this SOW.

a) Period of Performance. Contract award [on or about 15 August] to 31 December 2018 with two twelve month options for 1 January 2019 – 31 December 2019, 1 January 2020 – 31 December 2020 and four six month option periods, 1 January 2021 – 30 June 2021, 1 July 2021 – 31 December 2021, 1 January 2022 – 30 June 2022, 1 July 2022 – 31 December 2022. Option period will be exercised at the sole discretion of the Contracting Officer based on contractor performance, continuing need and funds availability.

b) Type of Contract. This is a 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 this Statement of Work. All employer responsibilities for the Contractor Personnel performing under this contract shall lie with the Contractor.

c) Surge. 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 the areas described in the SOW. shall not exceed the base/option year rate.

8) Qualifications

Interim Programme Director – Principal IAMD Capability Engineer:

Required Qualifications

1. University degree level education (bachelor and/or master) in a relevant field.

Exceptionally, a university degree may be substituted by equivalent education or experience.

2. At least five years of managing technical (specialists) staff.

3. At least eight years practical experience (participation and/or advice) in projects on design and/or implementation of Capability Programmes in the Air C2 domain.

4. At least five years Programme and Project Management experience with medium/large

CIS projects involving the development and implementation of business processes to meet identified business needs.

5. Good working knowledge of office automation tools (Outlook, Word, Excel, Power Point, Project, SharePoint).

6. High level of organisational, coordination and communication skills.

7. Significant experience in committee work in a multinational environment.

8. English SLP 3333 (Listening, Speaking, Reading and Writing). The work both oral and written in this post and at HQ SACT as a whole is conducted mainly in English.

Desired qualifications

a) At least ten years of previous staff experience at large HQ, Joint Command, NATO HQ or MOD.

b) Graduate of National Staff College or equivalent.

c) Knowledge of policy, procedures and organization of the NATO capability environment.

d) Knowledge of project assessment methods and submission procedures within NATO.

e) Knowledge of the funding procedures and submission requirements for technical projects within NATO.

f) Understanding of the Governance and Management model for NATO Common Funded capabilities.

g) Understanding of the NATO Command Structure organization and relationships and how it effects HQ SACT.

h) Technical management experience in national field and staff C4 positions.

i) Experience in software engineering related to Air C2 & sensors systems. Broad knowledge of C4 systems.

j) English SLP 4343 (Listening, Speaking, Reading and Writing)

k) NATO or national SECRET clearance

Requirements Management Repository Expert

a) Demonstrable experience (5 years or more) in managing IT systems requirements or analysing system architecture.

b) Master’s degree in system architecture, requirements analysis or comparable area.

c) NATO Air Command and Control experience (preferably) in Program Management and System Engineering.

d) NATO or national SECRET clearance

e) Ability to participate effectively in high-level discussions, workshops, panels, etc. and prepare professional, high quality documents for review.

9) Location and Travel

IAMD Requirements Management Repository Expert will be co-located with the IAMD programme team at HQ SACT, Norfolk VA for the performance of this contract.

Interim Programme Coordinator Principal IAMD Capability Engineer will be located in Mons, Belgium at HQ Staff Element Europe (SHAPE).

Travel, primarily between the U.S. and Europe will be required as part of this contract: any associated travel cost will require prior approval by HQ SACT; travel and related expenses (meals, lodgings and indirect travel expenses will be addressed and funded separately and are not a consideration for contract award.

It is anticipated that contractor staff will travel in support of this contract for approximately 30 travel days; periods up to 2 weeks.

10. 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.

11. 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).

12. 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 0 below and

Annex C, esp. clause #21).

13. 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.

14. SECURITY

14. 1 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 Error! Reference source not found.) 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.

14.2 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.

14.3 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.

14.4 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.

14.5 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.

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ANNEX A

to the Statement of Work for a

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 Requirements for Interim Programme Coordinator – Principal IAMD Capability Engineer

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

1. University degree level education (bachelor and/or master) in a relevant field. Exceptionally, a university degree may be substituted by equivalent education or experience.

2. At least five years of managing technical (specialists) staff.

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Qualification Requirements for Interim Programme Coordinator – Principal IAMD Capability Engineer

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

3. At least eight years practical experience (participation and/or advice) in projects on design and/or implementation of Capability Programmes in the Air C2 domain.

4. At least five years Programme and Project Management experience with medium/large CIS projects involving the development and implementation of business processes to meet identified business needs.

5. Good working knowledge of office automation tools (Outlook, Word, Excel, Power Point, Project, SharePoint).

6. High level of organisational, coordination and communication skills.

7. Significant experience in committee work in a multinational environment.

8. English SLP 3333 (Listening, Speaking, Reading and Writing)

9. NATO or National SECRET Clearance

Qualification Requirements for Requirements Management Repository Expert

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

1. Demonstrable experience (5 years or more) in managing IT systems requirements or analysing system architecture

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Qualification Requirements for Requirements Management Repository Expert

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

2. Masters degree in system architecture, requirements analysis or comparable area

3. NATO Air Command and Control, experience (preferably) in Program Management and System Engineering.

4. NATO or National SECRET clearance

5. Ability to participate effectively in high-level discussions, workshops, panels, etc. and prepare professional, high quality documents for review.

B-1

ANNEX B

to the Statement of Work for a IAMD

HQ SACT GENERAL CONTRACT TERMS AND CONDITIONS

Index of Clauses

1. Definitions

2. Applicable Law

3. Assignment

4. Acceptance

5. Service and Parts Availability

6. Preferred Customer

7. Notice of Shipment

8. Security

9. Inspection

10. Title

11. Supply Warranty

12. Invoices

13. Payment

14. Taxes

15. Excusable Delays

16. Indemnity

17. Disputes

18. Termination for Convenience

19. Termination for Default

20. Limitation of Liability

21. Export Control

22. Risk of Loss

23. Authorization to Perform

24. Performance

25. Travel

26. Proposed Candidates

27. Partial Awards

28. Competition

29. Contractor Notice Regarding Delay

30. Notice of Assistance with respect to Patent and Copy Right Infringement

31. Health and Safety and Accident Prevention

32. Patent Indemnity

33. Rights in Technical Data and Computer Software

34. Software Releases and Updates

35. Inconsistency between English version and Translation of Contract

36. Contract Effective Date

37. Enforcement

38. Order of Precedence

39. Entire Agreement

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1. Definitions. As used throughout this contract, the following terms shall have meanings as set forth below:

a. “HQ SACT” means the Supreme Headquarters Allied Command Transformation, located at 7857, Blandy Road, Suite 100, Norfolk, Virginia, United States of America. Wherein a subordinate command is referred, it shall have equal meaning and representation as HQ

SACT. (HQ SACT SEE, JALLC, JWC, JFTC).

b. Contracting Officer means the person executing and managing this contract on behalf of HQ

SACT.

c. Inspector means a person appointed by the Contracting Officer for the purpose of determining compliance with the technical requirements of the contract.

d. The North Atlantic Treaty Organization is hereafter referred to as “NATO”.

e. The term "days" shall be interpreted as meaning calendar days

2. Applicable law. Except as otherwise provided in this contract, this contract shall be governed, interpreted and construed with the laws of the commonwealth of Virginia of the United States of America.

3. Assignment. This agreement is not assignable by the Contractor either in whole or in part unless agreed in writing by HQ SACT Contracting Officer in accordance with;

a. Any modifications, including changes, additions or deletions and instructions under this contract shall not be binding unless issued in writing by the Contracting Officer

b. Sub-contractors shall be limited to citizens or legal entities of member nations of NATO, unless specifically authorized by the Contracting Officer.

c. The Contractor shall determine that any sub-contractor proposed by him for the furnishing of supplies or services which shall involve access to classified information in the Contractor's custody has been granted an appropriate facility security clearance by the sub-contractor's national authorities, which is still in effect, prior to being given access to such classified information.

4. Acceptance

a. Acceptance or rejection of the supplies shall be made as promptly as practicable after delivery, except as otherwise provided in this contract.

b. Acceptance shall be conclusive, except for latent defects, fraud, gross mistakes amounting to fraud, or otherwise stated in the Contract. It is the action by which HQ SACT acknowledges that the Contractor has fully demonstrated that the deliveries are HQ SACT General Terms & Conditions complete and operational. The formal acceptance will take place when the following requirements have been met:

- Availability at final destination of all deliverables.

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- Successful completion of acceptance testing.

- Verification of the inventory.

- Satisfactory completion of all training or other services, if any, required by that date.

- Agreement between the Contracting Officer and the Contractor on a discrepancy list (if necessary) and corresponding clearance dates.

c. When discrepancies exist and if these do not prevent satisfactory use or operation of the supplies, the Contracting Officer may declare the acceptance provisional. In this case he will withhold from payment an amount commensurate with the importance of the discrepancies but in any case not less than ten (10) percent of the total contract value and this until all discrepancies have been cleared; at that time the acceptance becomes final.

5. Service and Parts Availability. Unless as specified otherwise in the Technical Specifications, the Contractor and his subcontractors will maintain and furnish a source of an adequate supply of services, components, spare parts and sub-assemblies to properly maintain the supplies for a period of minimum five (5) years from Contract Effective Date.

6. Preferred Customer

a. The Contractor warrants that the prices set forth in this contract are as favourable as those extended to any Government, Agency, Company, Organization or individual purchasing like quantities covered by the contract under similar conditions. In the event that prior to complete delivery under this contract the Contractor offers any of such items in substantially similar quantities to any customer at prices lower than those set forth herein, the Contractor shall so notify HQ SACT and the prices of such items shall be correspondingly reduced by a supplement to this contract.

b. Prices in this sense means "Base Price" prior to applying any bonuses.

7. Notice of Shipment

a. At the time of delivery of any supplies to a carrier for transportation, the Contractor shall give notice of shipment to the Contracting Officer and to such other persons or installations as are designated by the Contracting Officer. If such instructions have not been received by the Contractor at least one working day prior to such delivery to a carrier, the Contractor shall request instructions from the Contracting Officer concerning notice of shipment to be given.

b. The following information shall be included in such notification:

(1) Contract Number

(2) Shipping address

From: (Name and complete address of consignor) To: (Name and complete address of consignee)

(3) Listing of supplies by Contract Items(s)

B-4

(4) Number of and marking on packages(s)

(5) Weight and dimensions of packages(s)

(6) Name and address of Carrier, mode and date of shipment with waybill number,

(7) Customs documents required by Contractor (if applicable).

8. Security

a. The Contractor shall comply with all security requirements prescribed by HQ SACT and the National Security Authority or designated security agency of each NATO country in which the contract is performed.

b. The Contractor shall be responsible for the safeguarding of NATO classified information, material and equipment entrusted to him or…