M00264-14-R-0005-0003.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to incorporate several changes in accordance w ith Government responses to prospective offerors' questions regarding the solicitation. In addition, Attachment 1 "Questions and Answ ers", has been changed (see Version 2, dated 5 Feb 2014) to further clarify responses to some questions. Version 2 supercedes the original version, dated 3 Feb 2014. The answ ers provided in Version 2 have been incorporated in this Amendment.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 52

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

16C. DATE SIGNED

BY 05-Feb-2014

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X M00264-14-R-0005

X 9B. DATED (SEE ITEM 11)

19-Dec-2013

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

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

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

05-Feb-2014

CODE

COMMANDING GENERAL - REG CON OFFICE NCR

2010 HENDERSON RD

COHEE, WAYNE

QUANTICO VA 22134

M00264 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

M00264-14-R-0005

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION B - SUPPLIES OR SERVICES AND PRICES

CLIN 0002

The CLIN extended description has changed from BASE PERIOD - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT ENTER AN AMOUNT FOR

THIS CLIN IN THE RFP AS REQUIREMENT WILL BE DICTATED BY INDIVIDUAL

TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR TRAVEL IN THE BASE

PERIOD IS EXPECTED NOT TO EXCEED $279,467.* to BASE PERIOD - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT ENTER AN AMOUNT FOR

THIS CLIN IN THE RFP AS REQUIREMENT WILL BE DICTATED BY INDIVIDUAL

TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR TRAVEL IN THE BASE

PERIOD IS EXPECTED NOT TO EXCEED $279,467.* **OFFERORS MUST CLEARLY

LIST IN THEIR PRICE PROPOSAL ANY BURDENS APPLICABLE TO TRAVEL.

FAILURE TO DO SO MAY RESULT IN THE PROPOSAL BEING DEEMED

UNRESPONSIVE TO THE PROPOSAL.**.

CLIN 1002

The CLIN extended description has changed from OPTION PERIOD ONE - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT ENTER AN

AMOUNT FOR THIS CLIN IN THE RFP AS REQUIREMENT WILL BE DICTATED BY

INDIVIDUAL TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR TRAVEL IN

THIS OPTION PERIOD IS EXPECTED NOT TO EXCEED $282,546.* to OPTION PERIOD ONE - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT

ENTER AN AMOUNT FOR THIS CLIN IN THE RFP AS REQUIREMENT WILL BE

DICTATED BY INDIVIDUAL TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR

TRAVEL IN THIS OPTION PERIOD IS EXPECTED NOT TO EXCEED

$282,546.***OFFERORS MUST CLEARLY LIST IN THEIR PRICE PROPOSAL ANY

BURDENS APPLICABLE TO TRAVEL. FAILURE TO DO SO MAY RESULT IN THE

PROPOSAL BEING DEEMED UNRESPONSIVE TO THE PROPOSAL.**.

CLIN 2002

The CLIN extended description has changed from OPTION PERIOD TWO - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT ENTER AN

AMOUNT FOR THIS CLIN IN THE RFP AS REQUIREMENT WILL BE DICTATED BY

INDIVIDUAL TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR TRAVEL IN

THIS OPTION PERIOD IS EXPECTED NOT TO EXCEED $286,784.* to OPTION PERIOD TWO - Cost-reimbursable travel costs; not to exceed amount.*OFFERORS SHALL NOT

ENTER AN AMOUNT FOR THIS CLIN IN THE RFP AS REQUIREMENT WILL BE

DICTATED BY INDIVIDUAL TASK ORDER REQUIREMENTS. TOTAL AMOUNT FOR

TRAVEL IN THIS OPTION PERIOD IS EXPECTED NOT TO EXCEED

$286,784.***OFFERORS MUST CLEARLY LIST IN THEIR PRICE PROPOSAL ANY

BURDENS APPLICABLE TO TRAVEL. FAILURE TO DO SO MAY RESULT IN THE

PROPOSAL BEING DEEMED UNRESPONSIVE TO THE PROPOSAL.**.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

1. Background

As delineated by the National Security Act of 1947 (amended in 1952), Marines are trained, organized, and equipped for offensive amphibious employment and as a “force in readiness.” Today, over a half century later, the vision of the Marine Corps remains and the strategies for sustaining this vision encompass the core fundamentals and key elements of the official mission. In July 2008, the Commandant outlined the strategic imperatives, ways, ends, and means in the Marine Corps Vision & Strategy 2025. The Marine Corps is taking critical steps needed to shape itself for an “increasingly volatile and uncertain future.” The Marine Corps Studies System (MCSS) provides key analytic insights for maintaining our nation’s “force in readiness.”

The MCSS is governed by Marine Corps Order (MCO) 3902.1D under the auspices of the Operations Analysis

Division (OAD), Marine Corps Combat Development Command (MCCDC). It has been a program of record since

June 1979. The MCSS provides independent, objective, and unbiased analysis focused on current, mid and long-range issues that support the overall objectives of the Marine Corps including the Marine Operating Forces, the Joint

Capabilities Integration and Development System (JCIDS), and the Expeditionary Force Development System. The

MCSS dedicates required resources (organic and contracted) to respond to technical complex challenges faced by today’s Corps. It helps shape the future direction of the Marine Corps and helps determine future requirements based on hard facts and science. The MCSS provides the means and measures through which requirements are turned into capabilities. These efforts are primarily in the form of studies and analyses. The resultant products provide the basis for senior leaders to make informed decisions for today and well into the future.

2. Objective & Scope

2.1. Objective. The primary objective of this acquisition is acquire the services of contractors that are capable of providing current and advanced research and innovative technical analysis (RITA) services to fulfill

MCSS requirements as determined by Commanding General, Marine Corps Combat Development Command.

2.2. Scope. The Contractors should have the capability to perform operations research, studies and analyses, modeling and simulation development, and engineering support services in support of the MCSS program.

This includes but is not limited to conducting studies that relate to the nature, theory, preparation, and conduct of warfighting. As identified in individual Task Orders (TOs), the services provided under RITA will support the

MCSS in responding to Marine Corps-wide requirements. The Contractors shall furnish the necessary personnel, materials, equipment, facilities, travel, and other services required to satisfy the ordered capabilities and solutions.

While this Performance Work Statement (PWS) identifies the functional category, the suite of resulting contracts is intended to satisfy a full range of related requirements. The Contractor shall have the resources to perform analytical tasking as follows.

3. Engineering Services NAICS 541330. The Contractor shall provide technical operations research services in support of the MCSS program and the Marine Corps Vision and Strategy 2025. Studies include but are not limited to the areas of requirements analysis, systems engineering assessments, manpower and training analyses, weapons system analyses, feasibility analyses, concept development, combat modeling and simulation analyses, scenario development, cost estimation and cost benefit/effectiveness analyses, intelligence studies, Analysis of Alternatives

(AoAs), Joint Capabilities Integration Development System (JCIDS) analyses, business process and improvement support, consulting, documentation, reports, and plans.

4. Tasks. The following tasks are representative and are intended to convey support services which are considered to be within the general scope of the contract, rather than specific requirements. None of the listed tasks are guaranteed to be ordered by the Government. Any of the efforts of this contract may require the development of new and/or the modification of existing models or simulations. All models or simulations developed or modified for use in support of this contract are deliverable items with all data rights being allocated to and/or retained by the

Government.

4.1. Mission Level and Agent-Based Modeling, Simulation, and Wargaming. Wargames, analytical frameworks, and simulations to assist in the testing of concepts and decisions, exploration of issues, and development and maintenance of data bases to support models, games, and simulations. Included in the development process is problem analysis to determine the applicability of games or simulations to problem solving, and evaluation of existing models, games, or simulations for pertinence to the problem. Potential tasking in this area includes development of a simulation to model the conduct of an amphibious operation, use of combat equipment and related studies. The contractor may be tasked with developing changes or modifications to models developed by the U.S. Government or for which U.S. Government owns data rights. Moreover, the intellectual property rights to such changes and modifications shall be allocated to and/or retained by the U.S. Government.

4.2. Command, Control, Communications, and Computers (C4) Studies and Analyses. Conduct analysis of Marine Corps capabilities to command and control tactical units in amphibious operations, as well as the ability to provide communications and information support for management and technical support of operations in peace, crisis and at all levels of the Range of Military Operations (ROMO). The contractor shall evaluate operational concepts, tactics, and techniques to determine system effectiveness and cost via evaluating requirements and comparing alternatives. These analytical efforts may include, but are not limited to, providing assistance with the following:

4.2.1. Conduct of analyses to support the development of concepts for command, control, and communications in support of Marine Corps forces to aid in the identification of requirements for change in doctrine, training, force structure, or material. Concept development will take into consideration force structure and equipment being contemplated, currently in use or being programmed for the future, as well as concepts developed in other studies and analyses.

4.2.2. A determination of the feasibility and the requirements for tactical command and control systems with the architecture necessary to develop, acquire, and test a distributed command and control capability.

4.2.3. Capabilities required for command and control of tactical aviation units, to include tactical information systems, command, and control of task force air defenses during amphibious operations, area surveillance, and autonomous aircraft identifications systems.

4.2.4. Operational and logistical capabilities required for effective airspace management, to include unit composition and configuration requirements, air threat evaluations, control, and coordination of electronic counter-countermeasures (ECCMs), voice and data link support and exchange operations, and functional interrelationships within and between task force elements.

4.2.5. A determination of Marine Corps and Joint Service Force composition and interoperability configuration requirements involved within and between airspace management elements during amphibious operations and subsequent operations ashore.

4.2.6. Determination of equipment capabilities and capacities for air command and control, to include electronic and environmental considerations that impact on airspace management integration.

4.2.7. Determination of capabilities and capacities required to command and control tactical ground units, including automated tactical information and location identifications systems.

4.2.8. Determination of capabilities and capacities required to automatically process, store and, communicate data in support of commanders and staffs in the Marine Air-Ground Task Forces (MAGTFs) and the supporting establishment.

4.2.9. Determination of capabilities and capacities required to communicate with and between tactical units, to include the ability to communicate with higher echelons.

4.2.10. Determination of capabilities and capacities required to distribute data within an amphibious objective area including the orderly evaluation of communications, navigation, data systems, communications architectures, and communication modeling.

4.3. Concept Development and Concepts of Operations (CONOPS). Conduct analyses to support the development or refinement of concepts for the combat employment of Marine Corps forces to aid in the identification of requirements for doctrine, organization, training, materiel, leadership, personnel, and facilities

(DOTMLPF).

4.4. Cost Estimation and Cost/Benefit Analysis. Assist the Marine Corps with estimating the life cycle costs associated with the acquisition of new systems and equipment, new logistics, CSS systems, or with a change in use or function of existing systems and equipment, logistics systems and CSS systems and equipment associated with supply, maintenance, transportation, engineer support, landing support, medical/dental support, services support, and non-FMF logistics support. The Contractor shall perform cost/benefit analysis to assist in acquisition decision-making and to determine best use of systems and equipment. Cost as defined in this task is not limited to budgetary concerns and will consider such things as opportunity costs, man-hour diversions, tradeoff with other missions, lift constraints, et cetera. Cost estimation and cost/benefit analysis may be performed in support of a study, an MAA, a requirements document, an Analysis of Alternatives, as a stand-alone analysis, or in support of a study deliverable.

4.5. Decision Analysis. Perform Multi-objective Decision Analysis (MODA) to assist the Marine Corps in determining a preferred decision when a range of choices is available. This will entail using decision theory to assist the Marine Corps in quantifying subjective judgments. Decision analysis may be performed to directly support the resource allocation process or as part of a larger analysis, or any study area needed.

4.6. Feasibility Analysis. Evaluate concepts, techniques, methods, and systems to determine their feasibility for Marine Corps employment. Feasibility analyses will be conducted within the framework of existing

Marine Corps missions and functions, and the evaluation will include existing and planned force structure and equipment. Feasibility analysis will be used to test the utility of concepts, techniques, methods, and systems.

4.7. Intelligence and Information Operations Studies and Analyses. Conduct studies and analysis in estimating and projecting general and specific threat force capabilities. Results will be used to determine threats to the security of the Marine Corps operating forces. Analyze and compare on-line and developing intelligence systems to assess the Marine Corps’ related capability to overcome the threat. Analysis and subsequent recommendations will be made to improve the tactical collection, processing, and dissemination of intelligence data, together with the efficient management of this information. These analytical efforts may include, but are not limited to:

4.7.1. Comprehensive measures of effectiveness (MOE) for tactical intelligence and combat information. These MOEs will establish the relationship of this information to operational planning, choice of tactics, and weapons employment.

4.7.2. Processes to enhance the role of intelligence in supporting operations through automated collection and distribution systems. Determine the impact of fusion processes on success in combat in terms of improved responsiveness, timeliness, and accuracy of intelligence information provided to the operational commander.

4.7.3. Evaluating the potential impact of electronic warfare combat effectiveness. Develop and evaluate measures to improve combat effectiveness in the presence of electronic warfare.

4.7.4. Developing improved methods for defining and evaluating the enemy threat, including organization, equipment, tactics, and doctrine.

4.7.5. Assessing the capability to determine identification, movement, character, and disposition of hostile units and the acquisition of targets for engagement by tactical firepower.

4.7.6. Assessing the Marine Corps’ capability to conduct intelligence operations and to maintain that capability over time. The assessment should include areas such as technical intelligence collection, human intelligence (HUMINT), and maintenance and growth of language skills.

4.7.7. Identifying required intelligence, surveillance, reconnaissance, and target acquisition capabilities, capacities, deficiencies, and technology gaps. These capabilities must provide threat force identification, composition, and intent with sufficient accuracy for the assignment of tactical firepower missions.

4.7.8. Provide analysis and studies in the area of Information Operations.

4.8. Analysis of Alternatives. Perform analysis or assist the Marine Corps in conducting Analysis of

Alternatives for all systems , including logistics and/or CSS systems, to compare and contrast all alternative solutions (including science and technology approaches), using MOEs and measures of performance (MOPs), against related cost, schedule, and performance issues.

4.9. Scenario Development. Develop and/or update strategic and tactical scenarios as required to assist in the testing of concepts, decisions, wargames, and in support of the Marine Corps Studies Program. Develop models that replicate potential threat forces in support of wargames and simulations.

4.10. Technology Forecasting, and Science and Technology. Conduct assessments of technological trends and developments to identify opportunities for the achievement of enhanced operational capability through exploitation of new technology. These assessments, published as Science and Technology Objectives (STO’s), will serve as a basis for Marine Corps efforts to expand its technological base through research and exploratory development.

4.11. Weapons System Analysis. Analyze weapons systems to assist the Marine Corps in identifying potential weapons mixes and densities, concepts of employment, and impact on operational capabilities. Included in this task are life cycle cost projections, cost/benefit analysis, operational, technical and training characteristics, operational tradeoffs, and operational simulation. Weapons systems analysis shall take into account missions and functions, and potential impact on doctrine, training, force structure, and logistics.

4.12. Optimization, Mathematical Programming, Statistics, and Probability

4.12.1. Analyze selection of alternatives based upon state-of-the-art methods in linear optimization, discrete optimization, and heuristics. Be capable of defining choice of optimization or selection methodology. Be capable of implementing selection processes using current off-the-shelf software, as well as delivering custom software for cases when recurrent selection processes will be conducted by the government.

4.12.2. Make distinctions between selection alternatives based on sound principles of statistical analysis. Design experiments leading to methodologically sound statistical approaches. Be capable of exploiting commercial off-the-shelf software to support statistical analysis, ranking of alternatives, or probabilistic modeling, as well as delivering custom software for cases where analysis will be a routine or recurrent requirement of the government.

4.13. Military Subject Areas. Perform analysis in the following military subject areas: Amphibious

Operations, Combat Fires, Tactical Mobility, Aviation, and Air Defense, C4ISR Counter Insurgency Operations, and

Execution of Marine Expeditionary Unit Special Operations Capable (MEU (SOC)) Missions, Security Force

Assistance (SFA) and Irregular Warfare Operations.

4.14. Engineer Support. Develop analysis techniques used to examine the effectiveness, employment, strategic mobility, force structure, and support requirements of combat engineering forces and equipment, including those forces and equipment used in engineer reconnaissance, horizontal, and vertical construction, facilities maintenance, demolition and obstacle removal, and technical support. Use these analysis techniques to assess the capabilities of any Marine, Army, or Joint combat engineering forces, any current and/or proposed programs of record, or any future systems currently being investigated by the Marine Corps Warfighting Laboratory and the

Office of Naval Research.

4.15. Sea Basing and Landing Support

4.15.1. Conduct analysis of landing support systems and concepts to include sea basing, the support of waterborne/heloborne landings in order to facilitate the movement of troops, equipment, and supplies across a beach, into a landing zone (LZ), or through a port or air terminal and to evacuate casualties and prisoners of war. This includes the provision of shore party teams/groups and helicopter support teams/groups.

4.15.2. Conduct analyses that examine all aspects of Joint Forcible Entry Operations (JFEO) support and Enhanced MAGTF Operations (EMO) sustainment from a Sea Base, in accordance with the existing and emerging USMC Concepts written on the subject.

4.15.3. Model the various capabilities of all ships, air transports, and connectors that combine to provide Combat Service Support (CSS) from the Sea Base.

4.16. Logistics Requirements, Procurement, and Maintenance

4.16.1. Analysis of implementation of future concepts as related to logistics support systems.

These analyses may include implementation of procurement, storage, in-storage maintenance, distribution, salvage, and disposal. This includes development of consumption planning factors; combat active replacement factors, and management of Prepositioned War Reserve Material stock. Analysis of systems and concepts to include inspection and classification; servicing, adjustment, and tuning; testing and calibration; repair, modification; reclamation; and evacuation.

4.16.2. Analysis of other CSS systems and concepts to include postal, disbursing, food services, law enforcement, prisoner of war management, automated information systems, exchange services, material handling, utilities support, legal services, civil affairs, and graves registration. Includes physical security of facilities, supplies, and equipment.

4.16.3. Analysis of transportation systems and concepts to include motor transport, material handling, landing support, embarkation, debarkation, freight/passenger transportation, air delivery (manned and unmanned), and port and terminal operations. Includes analyses of the capabilities to transfer cargo from ground forms of transportation to air or sealift and vice versa as well as transferring cargo from U.S. transportation systems to the transportation systems of host nations. Includes concepts and capabilities for containerizing supplies and equipment.

4.16.4. Analysis of Health Services (Medical/Dental) systems and concepts to include health maintenance, casualty collection, casualty treatment, temporary hospitalization and evacuation, medical logistics support, and technical support.

4.17. Deployment/Forward Presence. The contractor shall be conversant with all modeling and analysis efforts related to the impacts of variations in DoD forward presence policies, from a geopolitical point of view, and may be tasked to perform analyses to adapt these approaches to USMC-specific issues.

4.18. This task was removed and merged with Task 4.8.

4.19. Logistics Modeling and Simulation. Conduct analyses that involve use of state-of-the-art simulation models of the USMC Operational Architecture for Logistics, including existing DoD models or special-purpose models constructed for a particular study. Construct datasets for general-purpose combat simulation models in all areas of CSS.

4.20. This task was removed and merged with Task 4.4.

4.21. Training Assessment. Conduct/support investigations into the effectiveness of training, including the impacts of migrating training from live to virtual technologies, introducing distance learning, reducing or lengthening training periods, relocating training sites, modifying training prerequisites, or changing training audiences.

4.22. Business Intelligence Practices. Conduct analyses of modifications in business practices in terms of effectiveness and efficiency. Identify and address the direct and indirect impacts of changes in business practices on readiness and operations.

4.23. Cultural, Geopolitical, Economic, and Demographic Analysis via Social Sciences. Conduct assessments and comparative analyses of the future geopolitical, economic, demographic, and physical environment within which the Marine Corps will be required to operate. Emphasis will be placed on sound methodological approaches in forecasting geopolitical, economic, demographic, and technological trends and phenomena.

Significant factors that may have impact on the development of future doctrine, force structure, and equipment will be identified. Identify alternative or emergent environments, the implications of each, and strategies to provide a hedge against adverse implications each presents.

4.24. Manpower/Recruiting Analysis, and Active/Reserve Mix Issues. Conduct analyses of the impacts of policies, procedures, or organizational changes on the Total Force of the Marine Corps, to include training and education costs, grade shaping considerations, assignment, inventory management, military to civilian

(MIL-CIV) conversion, active-reserve mix, and occupational field changes. Identify and assess the impact of such changes in force design to the Service's ability to maintain/meet its worldwide commitments.

4.25. Expeditionary Energy Studies, Analysis, and Modeling and Simulation. Provide the full range of studies, analyses, and modeling simulation and engineering support services to support the objectives of the

USMC Expeditionary Energy Strategy and Implementation Plan to optimize expeditionary capabilities across all

Warfighting functions. Studies include, but are not limited to the areas of:

4.25.1. Requirements analysis to assist the Marine Corps in developing requirements to address capability gaps identified in the Expeditionary Energy Water and Waste Initial Capabilities Document.

4.25.2. Energy Performance (EP) Key Performance Parameter (KPP) or Key System

Attribute (KSA) analysis for capabilities that produce, store, transfer, or consume energy.

4.25.3. Analysis of Alternatives (AoAs) identifying EP trade space to other systems attributes, using measures of effectiveness and measures of performance, against related cost, schedule, and performance issues.

4.25.4. Perform systems engineering analysis to develop testable EP KPPs and KSAs.

4.25.5. Operations analysis, systems engineering assessments, manpower and training analyses, and concepts of operation development to optimize MAGFT energy performance in various scenarios and operations.

4.25.6. Capabilities modeling and simulation analyses, EP capability impact modeling and assessment, equipment portfolio analyses, EP investment modeling, scenario development

4.25.7. Cost estimation and Return on Investment analyses of EP investments.

4.25.8. Science and technology forecasting and investment roadmap analysis.

5. Personnel Category Qualifications/Requirements. This section identifies labor categories that are required to support this contract. Proposals may include additional labor categories. Personnel must be fully qualified in the area of studies and analysis to which they will be assigned. Minimum personnel qualifications are outlined below. Proposed personnel must possess or exceed the following qualifications:

5.1. Program Manager (PM). Considered a key position. Must have a bachelor’s degree from an accredited institution, and at least three years of experience in program management. The role of the program manager is to provide overall management of all Task Orders issued to their company under the Base contract.

Provide corporate interface with the Operations Analysis Division, Marine Corps Combat Development Command, and to assist the study leader(s) in day-to-day management of study resources and the technical aspects of a study.

Must have demonstrated the ability to manage several complex projects simultaneously.

5.2. Study Task Leader (STL) (Project Manager). Must have a master’s degree from an accredited institution in operations research, mathematics, the physical sciences, or engineering; or in the field of economics, political science, or international relations. The individual must possess at least 10 years of cumulative experience in one or more of the following fields of endeavor:

Military Systems Analysis;

Military Operations Analysis;

Combat Modeling, Simulation and Wargame Development;

Economic Modeling, Forecasting, and Analysis;

Research and Development Management and Planning;

Weapon Effects Modeling;

Intelligence Studies and Analysis;

Command, Control, and Communications.

5.2.1. Experience must be at the working level with direct involvement in tasks that are similar in nature to the tasks of this PWS. The individual must have a minimum of 2 years project management experience in a similar team setting.

5.2.2. Must have a background in analytical techniques and be able to communicate effectively both verbally and through written reports to Marine Corps clients. Must be able to direct the efforts of others, as well as address complex problems independently.

Education and experience may be substituted as follows:

PhD + 8 = MA/MS + 10 = BS/BA + 15

5.3. Senior Operations Research Analyst (SORA). Must have a master’s degree from an accredited institution in operations research, mathematics, the physical sciences, or engineering; or in the field of economics, political science, or international relations. The individual must possess at least 5 years cumulative experience in one or more of the following fields of endeavor:

Military Systems Analysis;

Military Operations Analysis;

Combat Modeling, Simulation, and Wargame Development;

Economic Modeling, Forecasting, and Analysis;

R&D Management and Planning;

Weapon Effects Modeling;

5.3.1. Experience must be at the working level with direct involvement in tasks that are similar in nature to the tasks of this PWS. Must have demonstrated ability to communicate the solutions both verbally and in writing.

5.3.2. Must be able to work independently or as a member of a project team. In addition, must be able to coordinate the efforts of project analysts.

Education and experience may be substituted as follows:

PhD + 3 = MA/MS + 5 = BS + 15

5.4. Senior Analyst. Must have a bachelor’s degree from an accredited institution in operations research, mathematics, the physical sciences, or engineering; or in the field of economics, political science, business management, or international relations. The individual must possess at least 6 years cumulative experience in one or more of the following fields of endeavor:

Military Systems Analysis;

Military Operations Analysis;

Combat Modeling, Simulation, and Wargame Development;

Economic Modeling, Forecasting, and Analysis;

R&D Management and Planning;

Weapon Effects Modeling;

5.4.1. Experience must be at the working level with direct involvement in tasks that are similar in nature to the tasks of this PWS. Must have demonstrated the ability to apply analytical skills to problem solving.

5.4.2. Must be able to work independently or as a member of a project team.

Education and experience may be substituted as follows:

PhD + 1 = MA/MS + 4 = BA/BS + 6

5.5. Analyst. Must have a bachelor’s degree from an accredited institution in operations research, mathematics, the physical sciences, or engineering; or in the field of economics, political science, business management, or international relations. The individual must possess at least 3 years cumulative experience in one or more of the following fields of endeavor:

Military Systems Analysis;

Military Operations Analysis;

Combat Modeling, Simulation, and Wargame Development;

Economic Modeling, Forecasting, and Analysis;

R&D Management and Planning;

Weapon Effects Modeling;

5.5.1. Experience must be at the working level with direct involvement in tasks that are similar in nature to the tasks of this PWS. Must have demonstrated the ability to apply analytical skills to problem solving.

5.5.2. Must be able to work independently or as a member of a project team.

Education and experience may be substituted as follows:

MA/MS + 1 = BA/BS + 3

5.6. Cost Analyst. Must have a bachelor’s degree from an accredited institution in systems analysis, mathematics, or accounting or in the field of economics. Individuals must possess at least four (4) years cumulative experience in one or more of the following:

Cost Estimation;

Cost/Benefit Analysis;

Military Systems Analysis;

Economic Modeling & Forecasting.

5.6.1. Experience must be at the working level with direct involvement in tasks that are similar in nature to the tasks of this PWS. Must have demonstrated the ability to apply analytical skills to problem solving.

Education and experience may be substituted as follows:

PhD + 1 = MS + 2 = BS + 4

5.7. Acceptable Degree Substitutions

Degree Discipline Acceptable Subsitution

Operations Research Operations Analysis Decision Science Systems Engineering

Mathematics N/A

Physical Sciences Aeronautics and Astronautics Aeronautical Science

Physics Chemistry

Engineering Degrees that end in the word “Engineering”

Systems Analysis Decision Science Systems Engineering Computer Science

Economics none

Accounting none

Political Science Government

International Relations Security Studies International Studies

6. Period of Performance. The period of performance of the contract will be a one-year base period of performance with two (2) one-year option periods.

7. Project Level of Effort. The contractor shall maintain a Program Manager to provide overall management of the ongoing efforts and interface for the contract. Requirements for contract personnel will fluctuate over the term of this contract. The government is not obligated to ensure funding to maintain minimum level of contractor staffing in support of OAD. The contractor shall be expected to provide the appropriate mix of personnel required to perform task order (TO) efforts in accordance with the terms and conditions of any resultant contract. OAD expects to contract an average of 41 studies per year. The average study duration is expected to be 10.5 months.

Historically, study labor distributions have focused most heavily on the Senior Operations Research Analysts.

8. Deliverable Products and Schedule.

8.1. Deliverable products and the schedule of delivery will be specified in each task order. Each deliverable shall be submitted with a DD Form 250, Material Inspection, and Receiving Report for receipt and acceptance.

8.2. All deliverables shall be provided to the designated Contracting Officer’s Representative (COR), Marine Corps Studies System Business Center (C 195), Operations Analysis Division, MCCDC, 3300 Russell Road, Quantico, Virginia 22134-5130.

9. Reports. All reports shall be in digital format unless otherwise stated. Specific reports will be identified in each task order. Typical reports are described as follows:

9.1. Monthly Progress Reports. Monthly Progress Reports shall be submitted for each Task Order

(TO). The reports shall be delivered to the Business Center (C195), Operations Analysis Division, Marine Corps

Combat Development Command with a copy to the Contracting Officer by the 10th day of the month and shall cover the previous month. The initial report will be submitted the month following the issuance of the task order.

The quantity of copies will be specified in each task order. The Monthly Progress Report shall contain the following data in the format specified below:

1.1.1.1 Monthly Report Format

1. Complete Title

2. Executive Summary

3. Delivery Order Number and Contract Number

4. Progress Report:

a. Objectives

b. Marine Corps Project Officer

c. Contracting Officer’s Representative

d. Contractor’s Project Study Leader

e. Principle Study Contractors

f. Work accomplished during the reporting period

g. Work planned for the next 45 days

h. Reports, briefings, and meetings conducted during the reporting period

i. Problem areas and recommended solutions

5. Delivery Order Schedule Status

6. Financial Status Report

a. Authorized delivery order funding

b. Milestone Payment (current period and cumulative)

c. Other direct cost expenditures (Include fee) (current period and cumulative)

(1) Other costs

(2) Subcontractor expenses (if applicable)

d. Travel cost expenditures (current period and cumulative)

e. Total cost expended

9.2. Interim Reports. Interim reports are provided at designated periods in the conduct of each study.

The reports shall be in the same format as required for the final report and shall, at a minimum, contain a summary of all documents or interviews used in research, initial findings conclusions, and recommendations with appropriate backup data/information. The reports shall logically lead to the development of the draft final and final reports.

9.3. In-progress Review (IPR). IPRs are briefings that cover the results of the contractor’s efforts on specific tasks, phases, or reports. These briefings shall be made by the study contractor to the OAD Study Lead and

Study Sponsor. The Study Advisory Committee (SAC) will be encouraged to attend. The IPR shall include view graphs, slides, and/or charts.

9.4. Draft Final Report. The draft final report shall contain a summary of all documents or interviews used in research, initial findings conclusions, and recommendations with appropriate backup data/information. The draft final report shall lead to the logical development of the final report.

9.4.1. With the Draft Final Report any models or simulations developed or modified to accomplish the study shall be delivered or demonstrated to the designated OAD Study Lead. It is necessary that the

Government analyst be able to examine the model to ensure the tool is analytically sound and provides the analyst sufficient insight into its function to promote confidence in model run results.

9.5. Final Report. The final report shall be complete and shall contain a summary of all documents, interviews, and publications used in research, initial findings, conclusions, and recommendations with appropriate backup data/information, and shall be clearly annotated.

9.5.1. The draft final and final reports shall include an executive summary that includes background, methodology, major findings, courses of action, and recommendations; a one-page abstract which provides the major points and conclusions of the study; and an annotated, stand-alone brief package suitable for use with flag officers. The brief package shall include background, methodology, major findings, courses of action, and recommendations for the study.

9.5.2. With the final report any models or simulations developed or modified to accomplish the study shall be delivered. It is necessary that the Government analyst be able to examine the model to ensure the tool is analytically sound and provides the analyst sufficient insight into its function to promote confidence in model run results.

10. Task Order Technical and Price Proposals. A Technical Proposal and Price Proposal shall be submitted in response to each task order Statement of Work. The Price Proposal shall provide a price for the labor and other direct costs proposed. The Technical Proposal is a comprehensive expression of the technical approach and methodology to satisfy the requirements of the Statement of Work. The Government will need a detailed description and rationale for the activities planned for each task and sub-task. The description must identify work to be accomplished by personnel in each labor category and costs for each task/sub-task. The data shall also be summarized on Program Management and Review Technique (PERT), Gantt, or Microsoft Project charts and tables as follows:

ITEM GRAPHIC

Schedule PERT and Gantt

Labor Hours Allocations by Task and Sub-task as backup to FFP Labor CLIN MS Excel

Proposed Travel and ODCs MS Excel

10.1. PERT charts shall indicate the "Critical Path" for successful completion of the work planned.

10.2. Each Technical Proposal shall include résumés for the personnel proposed for each task order identifying the labor category assigned, and the education and experience qualifications. Résumés must cite specific experience in written reports, articles, publications, and oral presentations that demonstrate an ability to communicate clearly both verbally, and in writing. Requests for personnel education waivers shall be requested and thoroughly justified in the management section of the Technical Proposal.

11. Guidance

11.1. The government shall be provided with at least unlimited rights to all data and automated models developed in support of this contract. Contractor or third party proprietary models must not be used without the specific, written approval, prior to the start of any work.

11.2. Unless otherwise directed by the COR, Microsoft Office 2007, Professional Edition (or latest version), and Adobe products are approved for use in completing work under this contact. Any exceptions must be approved by the Contracting Officer’s Representative (COR) prior to usage. All charts, maps, and graphics shall be incorporated into the Word files. Electronic files for all reports must be provided in both Microsoft Word and

Adobe formats, and, as directed by the COR, must be capable of being modifiable. File sizes for all adobe files shall not exceed 3 megabytes in size.

11.3. In addition to the above paragraph, each deliverable shall be placed into one Adobe file and copied onto a CD (CD-RW) or DVD and delivered to the COR.

11.4. Security Requirements.

11.4.1. The contractor must have a TOP SECRET facility clearance to provide capability of processing, generating, and storing classified material up to and including TOP SECRET NOFORN (no foreign nationals).

11.4.2. All contractor personnel assigned to accomplish the tasks identified in this PWS must possess at least a Secret clearance. All tasks shall be conducted in full compliance with DoD security regulations. During the period of performance, all personnel must maintain and remain eligible for a Secret security clearance.

11.4.3. In addition to the foregoing, the Program Manager and at least one Task Leader and

Senior Operations Research Analyst shall possess a Top Secret Clearance and shall maintain and remain eligible for a Top Secret Clearance for the duration of this contract.

11.4.4. The contractor and its personnel shall comply with the provisions of the contract’s

DD Form 254 and the National Industrial Security Program Operating Manual (NISPOM) when performing work in support of this performance work statement.

11.4.5. The contractor shall not retain classified material generated or received under this contract after the contract has ended.

11.5. Non-Disclosure Agreement

In the course of performance pursuant to this contract, the contractor may access nonpublic information, including

Planning, Programming, Budgeting and Execution (PPBE) information. In that event, the contractor shall agree that it will not use or disclose any such information unless authorized by the Contracting Officer’s Representative (COR) or the task order monitor. The contractor shall further agree that it will use its best efforts to ensure that its employees and others performing services under this contract will not use or disclose any such information unless authorized by the Contracting Officer’s Representative (COR) or the task order monitor. The contractor shall protect information in accordance with the Privacy Act of 1974 (5 U.S.C. 552a) and the Freedom of Information Act (5

U.S.C. 552, as amended). To that end, the contractor shall agree that each of its employees and others performing duties under this contract will sign the Non-Disclosure Agreement set forth below for each task order award as specified during the solicitation for that task order.

NON-DISCLOSURE AGREEMENT

I, (Individual Name), (hereinafter RECIPIENT), an employee of (Company Name), a Contractor providing support services to the Marine Corps Combat Development Command, Operations Analysis Division (MCCDC/OAD) and likely to have access to nonpublic information, agree to and promise the following:

WHEREAS RECIPIENT is engaged in delivering support services to MCCDC/OAD under (Contract Number); and

WHEREAS it is the intention of MCCDC/OAD to protect and prevent access to and disclosure of nonpublic information, including but not limited to Planning, Programming, Budgeting and Execution (PPBE) information, to anyone other than employees of the United States Government and others who have a need to know, unless so authorized by the Contracting Officer's Representative; and

WHEREAS MCCDC/OAD acknowledges that RECIPIENT will have or require access to such nonpublic information in the course of delivering the contract services; and therefore, WHEREAS RECIPIENT will be given or otherwise have access to nonpublic information while providing such services; and finally, WHEREAS "nonpublic information" includes such information as PPBE information, proprietary information (e.g., information submitted by a contractor marked as proprietary), advance procurement information (e.g., future requirements, statements of work, and acquisition strategies), source selection information (e.g., bids before made public, source selection plans, and rankings of proposals), trade secrets and other confidential business information (e.g., confidential business information submitted by a contractor), attorney work product, information protected by the Privacy Act (e.g., social security numbers, home addresses and telephone numbers), and other sensitive information that would not be released by MCCDC/OAD under the Freedom of Information Act (e.g. PPBE data);

NOW THEREFORE, RECIPIENT agrees to and promises as follows:

RECIPIENT shall not seek access to nonpublic information beyond what is required for the performance of the support services contract;

RECIPIENT will ensure that his or her status as a contractor employee is known when seeking access to and receiving such nonpublic information from Government employees;

As to any nonpublic information to which RECIPIENT has or is given access, RECIPIENT shall not use or disclose such information for any purpose other than providing the contract support services, and will not use or disclose the information for any personal or other commercial purpose; and

If RECIPIENT becomes aware of any improper release or disclosure of such nonpublic information, RECIPIENT will advise the Contracting Officer's Representative in writing as soon as possible.

The RECIPIENT agrees to return any nonpublic information given to him or her pursuant to this agreement, including any transcriptions by RECIPIENT of nonpublic information to which RECIPIENT was given access, if not already destroyed, upon RECIPIENT leaving the contract.

RECIPIENT understands that any unauthorized use, release or disclosure of nonpublic information in violation of this

Agreement will subject the RECIPIENT to administrative, civil or criminal remedies, as may be authorized by law.

SIGNATURE AND DATE

PRINTED NAME: ____________________________________________________

TITLE: _____________________________________________________________

EMPLOYER:…