Amendment_0003_M00264-15-R-1049_Marine_Corps_Center_For_Lessons_Learned_Program_Support.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 0003 is as follow s:

1) To provide the Government Response to Contractors Questions;

2) To extend the due date of proposals to September 18, 2015 at 9:00 am, Eastern Daylight Time (EDT);

3) Provide updated PWS.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 19

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

16C. DATE SIGNED

BY 14-Sep-2015

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 M00264-15-R-1049

X 9B. DATED (SEE ITEM 11)

24-Aug-2015

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 X is extended, 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 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

14-Sep-2015

CODE

COMMANDING GENERAL - REG CON OFFICE NCR

2010 HENDERSON RD

HUGHES, JOY

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:

M00264-15-R-1049

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 15-Sep-2015 01:00 PM to 18-Sep-2015 09:00 AM.

The following have been added by full text:

QUESTIONS AND ANSWERS

Questions and Answers For Solicitation M00264-15-R-1049 Marine Corps Lessons Learned

Question 1: I am e-mailing in regard to M0026415R1049, posted to FBO. Has a contractor performed similar work to this for the government in the past?

Answer 1: Yes.

Question 2: If available, please provide the incumbent contract number.

Answer 2: The incumbent (SERCO, Inc.) contract number is N00178-04-D-4114.

Question 3: If you are unable to provide a contract number, is it safe to assume this is a new requirement for the government?

Answer 3: Yes. The contract number is provided in Answer 2.

Question 4: Page 2 of 27: The required response date/time has changed from 23-Sep-2015 10:00 AM to

10-Sep-2015 10:00 AM.

Answer 4: Please review Amendment 0003 due date has been changed to September 18, 2015 at

9:00 am, Eastern Daylight Time (EDT).

Questions 5: The abbreviated response time identified in Amendment 001 provides significant advantage to the incumbent. Will the government consider returning to a 23 September due date in the interest of providing time for a competitive bid from non-incumbents?

Answer 5: No. Please respond in accordance with the RFP.

Question 6: Page 11 of 27: 5.1 Questions All questions must be received by 31 August 2015, 10:00 am, Eastern Daylight Time (EDT). Given the abbreviated response time, Will the government have the time to respond to questions before the proposal due date?

Answer 6: This Amendment 0003 will provide the Questions and Answers.

Question 7: The requirement for joint or service level Command & Staff College graduates significantly reduces the hiring pool for non-incumbent bidders. This requirement was not present in previous

MCCLL RFPs. Will the government consider removing this requirement?

Answer 7: No. Please respond in accordance with the RFP.

Question 8: Page 23 of 27: 6.3 KEY PERSONNEL QUALIFICATIONS It is required that Contractor personnel shall be graduates of a joint or Service Command and Staff College. (Resident or distance learning program and shall be reflected in resumes submitted.)

Answer 8: Yes, with the caveat that if personnel are former enlisted personnel

Question 9: The Government is also asking to identify resident or non-resident attendance. Will this information be a discriminator in evaluating personnel?

Answer 9. The Marine Corps does not use this criteria as a discriminator as a matter of policy. It is for informational purposes. A vendor can decide whether to stipulate whether personnel attended resident or non-resident PME.

Question 10: Is National War College attendance in lieu of Command & Staff College an acceptable substitute for the purposes of this proposal?

Answer 10: Yes, it is acceptable

Question 11: RFP Attachment 4, Past Performance Questionnaire. A majority of the information required in Attachment 4 can be provided by the most current CPARS, Will the Government accept a current CPARS in lieu of Attachment 4 to support the Past Performance provided? .

Answer 11: No, it must be in accordance with Attachment 4: Past Performance Questionnaire and

Attachment 1: Instructions to Offerors

Question 12: Has the government issued M00264-15-RFI-0150 as a replacement for 0149?

Answer 12: M00264-15-RFI-0150 and 0149 are for a different requirement.

Question 13: Are the instructions for submitting on 0150 the same as the instructions for 0149 (page count, contents, etc.)?

Answer 13: RFI- 0150 is for a different requirement.

Question 14: Are we to tailor our response to the PWS issued with 0150?

Answer 14: RFI- 0150 is for a different requirement.

Question 15: Is the due date for response changed to September 2, 2015 at 4:00pm?

Answer 15: No. Per Amendment 0002, the proposal due date is 15 September 2015.

Question 16: Shall the response be addressed and submitted to Ms. Joy Hughes?

Answer 16: Please respond in accordance with the RFP for M00264-15-R-1049.

Question 17: Page 24 of 51 (top of the page) states that the subject line must read "Marine Corps

Lessons Learned (MCLL) Program Support", RFP - M00264-15-R-1049. Please clarify if the RFP is accurate or should read '"Marine Corps Center Lessons Learned (MCCLL) Program Support"?

Answer 17: Yes. The subject line should read: Marine Corps Center Lessons Learned (MCCLL)

Program Support.

Question 18: Page 13 of 51, para 15.0 Travel. Is the column titled "Location" the point of origin for travel? In order to provide travel pricing for CLINS 004, 1004, 2004, 3004, and 4004, contractors will need to know the destinations. If the column titled "Location" is the destination, what or where are the origins?

Answer 18: Please refer to updated PWS Section 15.0 Travel for Origin/Destinations.

Question 19: Page 21 of 51 in RFP an page 10 of 27 in Amendment 1, Attachment 1, para 1 states: "The

Regional Contracting Office, National Capital Region shall not submit multiple offers presenting alternative terms and conditions for satisfying the requirements of this solicitation." Will the Government please clarify?

Answer 19: As stated, Mulitple Offers from the vendors shall not be submitted.

Question 20: Page 27 and 28 of 51 in RFP, para 8.1.6. This paragraph provides a list of areas that must be addressed; this includes "Staff positions based upon contingency hires must include a Signed letter of offer/acceptance in the Non-Price Volume" (reference top of page 28). Will the Government please clarify this requirement, i.e. define Staff Positions and how they map to the 18 locations/billets. Also will the Government elaborate on the requirement for signed letters?

Answer20: The Contractor shall staff positions in accordance with the PWS. The signed letters are for Contingency hires.

Question 21: Will the Government provide guidance/direction regarding Department of State 'uplift costs' for personnel assigned to OCONUS locations, i.e. COLA?

Answer 21: Travel will be in accordance with JFTR costs as noted the PWS, 15.0 Travel.

Question 22: Section 3.0 of the PWS (Applicable Documents) in the Solicitation Amendment provides a list of applicable references. One of those references was not made/is not available. Will the MCCLL

Standard Operating Procedures be provided prior to the proposal submission date?

Answer 22: Please see link below.

MCCLL Standard Operating Procedures is available at the following link:

https://www.mccll.usmc.mil/index.cfm?disp=servefile.cfm&filetype=CDR&ID=16550&repositoryDirector y=SOPS

Question 23: The Solicitations mention "Key Personnel Qualifications" but does not provide specific requirements to list or identify key personnel. Are any key personnel required to be named, and if so which positions?

Answer 23: No. There are no “Key Personnel” included under this contract, however, Personnel

Qualifications still remain

Question 24: The latest version of Marine Corps Order 3504.1 is dated 31 July 2006. Has there been a revision to this order since that time, and if revisions have been made can they be provided?

Answer 24: No. There have been no revisions.

Question 25: Section 7.3 of the Solicitation Amendment (Non-Price Volume I) requires content regarding the contractor's Transition-In plan. We assume that our Transition-In plan will be closely matched with the Incumbent's Transition-Out plan. Neither the Solicitation nor the Solicitation

Amendment contain any information regarding the Transition-In timeline (length and expectations) or what information and services the incumbent is required to provide during the transition period. How long is the Transition period, what are the Transition requirements, and what Transition-Out requirements does the incumbent have?

Answer 25: The transition-in Plan is not dependent on an incumbent's transition-out plan. The contract transition period is 30 days at which time all positions should be staffed, with 75% of the positions filled within 15 days.

Question 26: Section 15.0 of the Solicitation Amendment states that travel will be required, and the table in Section 15.2 identifies the locations "from each command location." Volume II of this Solicitation requires the submission of travel costs via travel CLINs. How would you like us to determine accurate https://www.mccll.usmc.mil/index.cfm?disp=servefile.cfm&filetype=CDR&ID=16550&repositoryDirectory=SOPS https://www.mccll.usmc.mil/index.cfm?disp=servefile.cfm&filetype=CDR&ID=16550&repositoryDirectory=SOPS travel costs per the Federal Acquisition Regulations and the Joint Travel Regulations without knowing the

"to" locations?

Answer 26: Please refer to updated PWS Section 15.0 Travel for Origin/Destinations.

Question 27: Neither the Solicitation nor the Solicitation Amendment contain any mention regarding

Government Furnished Information (GFI). Is there any GFI associated with this contract?

Answer 27: There is none.

Question 28: Paragraph 5 (Factor 3 Past Performance) in the Solicitation says that CPARS may be reviewed. Will the Government consider allowing CPARS in lieu of a Past Performance Questionnaire?

Answer 28: Please respond in accordance with Attachment 4: Past Performance Questionnaire and

Attachment 1: Instructions to Offerors

Question 29: Will SOFA status be provided for those employees serving within Japan, or those who need to travel out of the United States?

Answer 29: Yes, the three positions located in Okinawa Japan are covered by a SOFA agreement.

If personnel are required to travel internationally, their orders need to be processed via the SPOT-

LOA process which results in the individual being issued a SOFA card.

Question 30: There is no mechanism for Offerors to price in any allowances for employees serving overseas. It is possible to add a Cost Reimbursable Other Direct Charge (ODC) CLIN for these expenses?

Answer 30: No. ODC Clins will be included in the Solicitation.

Question 31: Can the Government consider an extension of the proposal due date to the originally published date of 23 September 2015?

Answer 31: Please review Amendment 0003 due date has been changed to September 18, 2015 at

9:00 am, Eastern Daylight Time (EDT).

Question 32: Solicitation M00264-15-R-1049 looks to be larger than an individual small business might be able to accommodate.

Answer 32: This requirement has been 100% set aside for Small Business on Fedbizopps.gov.

Question 33: Once this contract is awarded, I'm wondering how a smaller business might make its interest in sub-contracting known to the primary contractor? Would registering with GSA be advisable?

Answer 33: Not sure. This requirement has been 100% set aside for Small Business on

Fedbizopps.gov.

(End of Summary of Changes)

The following have been modified:

ATTACH 1: INSTRUC TO OFFEORS

Attachment 1

Instruction to Offeror’s – Commercial Items

52.212-1 Instructions, Conditions and Notices to Offerors

1. Multiple Offers

The Regional Contracting Office, National Capital Region shall not submit multiple offers presenting alternative terms and conditions for satisfying the requirements of this solicitation.

2. Overview

The Government intends to award a single contract containing Firm Fixed Price (FFP) Labor, and Travel CLINS for an eight (8) month base year and two (2) one (1) year option periods.

ii. Each Offeror shall submit a proposal that clearly and concisely describes its response to the requirements of the solicitation. Use of general or vague statements such as “standard procedures will be used” will not satisfy this requirement. Unnecessary elaboration or presentations beyond what is sufficient to present a complete and effective solution are not desired and may be construed as a lack of understanding of the requirement.

3. Guidance

i. Proposals should be prepared in accordance with these instructions. Failure to do so may result in the Offeror’s submission being determined to be unacceptable and ineligible for award. Each

Offeror’s submission shall be screened by the Contracting Officer upon receipt to ensure completeness and compliance with the instructions contained in the Request for Proposals (RFP).

Elimination of an Offeror is at the sole discretion of the Contracting Officer. The purpose of this procurement is to obtain Marine Corps Center for Lessons Learned (MCCLL) support.

ii. Each Offeror’s submission will be screened by the Contracting Officer upon receipt to ensure completeness and compliance with the instructions contained in the Request for Proposal (RFP).

Elimination of an Offeror is at the sole discretion of the Contracting Officer.

4. Confidential Information

i. The Freedom of Information Act (FOIA) and its amendments have resulted in an increasing number of requests from outside the Government for copies of contract qualifications and proposals submitted to federal agencies. If an Offeror’s submissions contain information that he/she believes should be withheld from such requestors under FOIA on the grounds that they contain “trade secrets and commercial or financial information” (5USC 552(b)(4), the Offeror should mark its submissions in the following manner:

a. The following notice should be placed on the title page: “Some parts of this document, as identified on individual pages, are considered by the submitter to be privileged or confidential trade secrets or commercial or financial information not subject to mandatory disclosure under the Freedom of Information Act. Material considered privileged or confidential on such grounds is contained on page(s).”

b. Each individual item considered privileged or confidential under FOIA should be marked with the following notice: “The data or information is considered confidential or privileged, and is not subject to mandatory disclosure under the Freedom of Information Act.”

5. Submission of Questions and Proposal

5.1 Questions

All questions must be received by 31 August 2015, 10:00 am, Eastern Daylight Time (EDT).

All questions submitted for this solicitation must be electronically sent to the following e-mail address: joy.hughes@usmc.mil.

Note: Due to the firewall at Quantico, please be advised that it is the Offeror’s responsibility to ensure all electronic submittals of questions are received by the Contracting Officer in the timeframe given above.

6. Proposals

i. Electronic proposals are not authorized for this solicitation and will not be considered for evaluation. Proposals must be submitted no later than 18 September 2015, 9:00AM, Eastern

Daylight Time (EDT). In order to maximize efficiency and minimize the effort involved in the proposal evaluation process, all Offeror’s must comply with the following instructions for proposal format and content. Proposals that do not comply with these instructions may be considered non-responsive and may render the Offeror ineligible for award. For each Offer submission, provide three (3) Technical Volumes and three (3) Business Volumes.

ii. Proposals shall be sent via Federal Express, private courier, or hand delivered to the following address and received prior to the cutoff date/time to:

Regional Contracting Office, NCR

2010 Henderson Road

Room 222B

Attention: Joy Hughes

Marine Corps Base (MCB)

Quantico, VA 22134

7. Proposal Format

i. In addition to the paper copies identified above, the proposal shall submit the proposal information in electronic format on a CD. Text and graphics portions of the electronic copies shall be in a format readable by MS Work 2003 or earlier. Data submitted in spreadsheet format shall be readable by MS Excel 2003 or earlier. In case of conflict between the paper copy and the electronic copy of the proposals submitted, the paper copy shall take precedence.

ii. In order to maximize efficiency and minimize the time for proposal evaluation, it is required that all Offeror's submit their proposals in accordance with the format and content specified.

8.5 x 11 inch paper in 3-ring binders for text;

8.5 x 14 inch for foldouts, matrixes, WBS;

Single-spaced typed lines;

1 inch margins on all sides;

11 point Arial font;

Headers/footers – ensure the company name and RFP number is included on each page;

Graphs and drawings must be clear/legible and may use a smaller font;

No photographs or hyperlinks are permitted; and

Content should utilize .doc, .pdf. xls, and .jpg formats to the degree possible; and

PLEASE NOTE: Your subject line must read “Marine Corps Lessons Learned (MCLL)

Program Support”, RFP - M00264-15-R-1049.

Each proposal shall contain the following volumes/sections:

7.1 Volume I - Non-Price Volume

The Offeror’s technical proposal shall not exceed 120 pages, which include the Letter of

Transmission, Table of Contents and Compliance Matrix; Factor 1 – Technical Capability;

Factor 2 – Performance Execution and Management; and Factor 3- Past Performance.

7.2 Volume II – Business Volume

i. The Offeror’s price proposal shall not exceed 25 pages, including a Formal Offer Letter, SF1449, and Price Proposal corresponding to Section B; Contract Line Item Number (CLIN)

Section B supporting materials.

ii. Data previously submitted, or presumed to be known, i.e. descriptions of previous projects performed for the Government cannot be considered as a part of the proposal unless physically incorporated in the proposal. Clarity, completeness, and conciseness are essential.

iii. If a proposal volume exceeds the above page limitations, all pages in excess of the limitation for each volume will not be considered in order that all proposals are treated equally.

7.3 Non-Price Volume I

i. The following documents are excluded from the 120-page limit: resume appendix, title pages, executive summaries (to include company’s mission statement) and Transition-in Plan.

ii.The Offeror should address only the Letter of Transmission, Table of Contents, Compliance

Matrix, Technical Understanding of Requirements and Support Plan, Staffing and Qualifications of Key Personnel and Past Performance Information.

iii. Shall include the following:

The Letter of Transmission – (See Volume I – Non-Price Volume above) Should identify the solicitation number, corporate principal submitting the offer, key points of contact within the firm who are authorized to bind the firm, (e.g. contracts, pricing, technical), and a summary of the material content (to include identifying all subcontractors, if applicable.

7.4 A Table of Contents and Compliance Matrix (See Volume I – Non-Price Volume above) pertinent to the quotation’s material organization and providing traceability from the Proposal’s quotation, to the PWS, to the evaluation criteria, and to other quotation sections as necessary.

The Compliance Matrix may be presented as an 11 x 14 foldout.

8 Non-Price Evaluation Submissions

8.1 FACTORS

8.1.1 Factor 1. Technical Capability.

The Offeror shall demonstrate knowledge and understanding of the technical and programmatic requirements described in the Performance Work Statement (PWS), and they shall clearly articulate their capability to perform all of the tasks outlined in the PWS so as to provide continuous quality support. The Offeror shall identify performance objectives that can be accomplished by their technical approach, and describe the benefits and advantages of that approach. The Offeror shall also illustrate the roles of staff and team resources to execute the intended strategy. The discussion must provide the evaluation panel with sufficient confidence that the Offeror has the capacity to support the identified mission areas, understands the priorities and emerging issues within those areas, and can execute a comprehensive approach that ensures quality performance and use of staff resources to meet PWS objectives to execute the intended strategy.

8.1.2 Factor 2. Performance Execution and Management.

i. The Offeror shall demonstrate a management approach suitable to respond to the types of requirements described in the PWS and consistent with their technical approach. The discussion shall provide a comprehensive approach to: managing task orders or performance-based work requirements; assurance of consistent quality of performance at the task order level; handling matters of staffing and resource balancing; and ensuring complementary roles between the

Contractor’s managers and Government staff. The Offeror must demonstrate an understanding of the critical support areas, emerging issues, and risks associated with the support goals set forth in the PWS, and that it has management techniques, controls, subcontractor management processes, and quality provisions necessary to execute their approach.

ii.The Offeror shall demonstrate a management approach suitable to respond to the types of requirements described in the PWS and consistent with their technical approach. The discussion must provide a comprehensive approach to include: management of performance-based work requirements necessary to provide Program Analyst Support as described in the PWS;

identification of the responsibilities and roles of qualified and experienced personnel to attain performance objectives; description of the processes and quality measures associated with executing the strategy; and illustration of the roles of staff and team resources relevant to

Offeror’s approach to ensure suitable oversight and control of performance execution in a manner that ensures consistent quality of the performance tasks described in the PWS.

Collectively, the Offeror’s integrated approach must demonstrate that the Offeror possesses the capabilities and resources to establish and operate an efficient organization that is both responsive and flexible to meet the requirements of the PWS. The Offeror must annotate the roles of management and other qualified personnel and incorporate provisions for independent, objective quality assurance (e.g. customer surveys, etc.).

iii.The Offeror must also note its measures for immediate action and remediation necessary to ensure the quality of contract deliverables and timeliness of service delivery. Offeror’s key considerations should include process maturity, roles of responsible staff, degree of work breakdown structure (WBS) integration, and controls at both the corporate and contract level under performance-based operating parameters.

8.1.3 Factor 3. Past Performance.

i.The Offeror shall demonstrate sufficient, satisfactory performance history employing management and technical capabilities similar to those required in the execution of this PWS.

Discussion should illustrate satisfactory performance of both technical and management tasks necessary to meet Government requirements with some degree of assurance based upon recent

(e.g. 5 years, or less) performance for comparable work. Any Offeror that submits any contract reference that is not relevant will receive a neutral rating for that contract reference in Past

Performance. The Offeror should provide at least three (3) references demonstrating relevant past performance involving the quality of performing the same or similar services within the last five (5) years that include the following fields:

Customer;

Contract/Task Order Number;

Program Name;

Period of Performance;

Contract Type;

Total contract value;

Identification of any Key Staff involved who will be assigned to this contract;

Names/telephone numbers/e-mail for the PCO and COR/TOM.

ii. An Offeror that has no record of past performance or if less than three (3) questionnaires are returned, (e.g. new businesses),the Offeror must submit a signed and dated statement to that effect. If an Offeror submits a certification statement and the Government has no information available regarding the Offeror, the Offer must address (1) the relevant background and experience of Key Personnel, in matrix form, that shows their related experience, expertise, qualifications, and direct correlation to the PWS requirements, who will be assigned to the contract; and the total contract value.

iii. In addition, Offeror’s should provide the enclosed Past Performance Questionnaire

(PPQ) to the same three (3) previous references. The references should email the form directly to the RCO-NCR at the address provided on the form on or before 10 September 2015, 10:00 am, Eastern Daylight Time (EDT). It is the sole responsibility of the Offeror to make sure the Past

Performance Questionnaire is submitted and received by the requested date. If not returned on the date/time above, past performance will receive a neutral rating.

8.1.4 Volume II – Business Volume

i.The Offeror’s shall address, at a minimum, all facets of the price aspects of the offer, including a Formal Offer Letter, to include the total contract dollar value. Provide prices on the

SF1449,and Price Proposal corresponding to Section B ;Contract Line Item Number (CLIN) structure and supporting materials.

Ii.Offeror’s is required to price the base and option year periods.

8.1.5 Factor 4. Price

i. No price data shall be contained in any volume other than the price volume.

ii.The Offeror shall complete Section B CLIN’s for Labor (0001-0003,1001-1003, 2001-2003) and include supporting documentation for the firm fixed price portion that includes labor categories, labor rates and labor hours.

iii.Offeror's shall use the not-to-exceed amounts (if appliable) in Section B of the 1449. which will be considered to be inclusive of any applicable indirect expenses.

iv. The grand total price for each function area established in the CLIN structure of Section B of the solicitation should be clearly annotated in the proposal. No ambiguities of inclusion, exclusion, or content shall be extended and lack of content or clarity with regard to pricing shall be considered as representing a “non-responsive” offer.

v. The Government intends to evaluate the base and all option years.

Failure to provide this information (whether in the form of a “positive or negative” response) will result in the proposal not being given any further consideration for award.

8.1.6 Completeness.

i. The Offeror must sign the SF1449, acknowledge all amendments, and include a compliance matrix and Table of Contents corresponding to its ‘proposal submission.

At a minimum, the following areas must be addressed:

Offer is valid for 90 days from (Date of Submission);

No exception to any Terms and Conditions has been taken, or if so, clearly cited;

Acknowledge any amendments to the RFP;

SAM validated / NAICS 541611 compliant;

Signed Offer of $ for BY/4-Options provided;

CLIN pricing and supporting documentation is provided;

Staff positions based upon contingency hires must include a

Signed letter of offer/acceptance in the Non-Price Volume;

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT (PWS)

1.0 SCOPE.

1.1. The Marine Corps Center for Lessons Learned (MCCLL), a branch of the Marine Air-Ground

Task Force MAGTF Staff Training Program (MSTP), in Training and Education Command (TECOM) requires contractor support to provide a full range of analytical, technical, and liaison support.

Marine Corps Center for Lessons Learned (MCCLL) actively collects, analyzes, publishes and archives lessons learned materials to include observations, insights, lessons (OILs), trends, after action reports

(AARs) and Marine Corps lessons learned reports. These efforts support training and planning for both exercises and operations, and the warfighting capability development process. MCCLL focuses on tactics, techniques and procedures of immediate importance to the operating forces thereby identifying gaps and best practices, and recommending solutions across the doctrine, organization, training, materiel, leadership, personnel, and facilities (DOTMLPF) spectrum

2.0 BACKGROUND.

2.1 MCCLL collects and analyzes observations, insights, and lessons to produce and disseminate lessons learned materials, to include, but not limited to MCCLL lessons learned collection reports, trend reports, unit submitted after action reports, briefs, best practices, emerging tactics, techniques, and procedures, and other materials to support the Marine Corps Lessons Learned Program, Marine Corps Order 3504.1.

2.2. In response to increasing requirements for lessons learned information, MCCLL has identified a requirement for contractor to support operational goals. This includes lessons learned data collection efforts and liaison efforts at the Marine Forces (MARFOR) Marine Expeditionary Forces (MEF) and major subordinate command levels to provide support of the lessons learned and after action report processes, and assisting Marine Corps activities with preparations for operations and exercises.

3.0 APPLICABLE DOCUMENTS

3.1. The contractor team will be required to draw upon the guidance, policies, and procedures outlined in the following set of Department of Defense (DoD), joint and Service documents, processes, systems, and plans:

Marine Corps Order (MCO) 3504.1, Marine Corps Lessons Learned Program (MCCLP)

CJCSI 3150.25E, Joint Lessons Learned Program

Marine Corps Center for Lesson Learned Standard Operation Procedures

Marine Corps Service Campaign Plans

4.0 TASK REQUIREMENTS. The contractor shall provide project management, administrative, analytical and liaison support to the Marine Corps Center for Lessons Learned in support of (MARFOR), (MEF), and major subordinate commands (MSC), Headquarters Marine Corps (HQMC) Programs, Policies, and Operations (PP&O); HQMC Combat Development and Integration (CD&I), and Marine Air

Ground Task Force Training Command (MAGTF TC). The contractor shall support MCCLL in executing its mission by performing the range of tasks noted below:

4.1 Lessons Learned System Support

a) Assist in the implementation and maintenance lessons learned processes at each location/command listed in paragraph seven (7) to be in compliance with MCO 3504.1, the Marine Corps

Lessons Learned Program (MCCLP).

b) Assist in the identification and assignment of Command Lessons Managers (CLM), at the battalion/squadron level, in the Marine Corps Lessons Learned System (MCCLS).

c) Assist in the registration and maintenance of subscribers in the MCCLL system.

d) Assist in the review of unit submitted lessons learned materials for proper classification and/or

For Official Use Only (FOUO) markings prior to submission to MCCLS.

e) Utilize the MCCLL Battleboard to capture and document all aspects of the planning and execution of the annual lessons learned campaign plan.

f) Assist in the development of Marine Corps Center for Lessons Learned electronic communities of practice for identified lessons learned events and topics.

4.2 Lessons Learned Collection and Analysis Support

a) Assist in MCCLL annual lessons learned collection campaign plan development and execution

b) Assist in the preparation of and submission of collection topics associated with their designated

Command, based on the analysis of lessons learned requirements

c) Assist in the preparation for the mid-year review of the annual lessons learned collection campaign plan to revalidate existing topics, and solicit emerging topics as required

d) Assist in the preparation of briefings to senior military and government officials on collection campaign topics.

e) Assist in the development of collection proposals and collection plans

f) Conduct lessons learned collection efforts by performing lessons learned interviews of commanders and staff.

g) Assist the compilation of lessons learned collection interview summaries and outbriefs.

h) Assist review of MCCLL reports to ensure the synthesized lessons learned information, that typically involves the perspectives of multiple commands on complex issues.

4.3 Exercise and Operations Support

a) Assist in preparation of responses to lessons learned requests for information (RFI) for the planning and execution of operations and exercises.

b) Assist units in preparation of exercises and operations by providing applicable lessons learned documentation from previous exercises/operations.

c) Assist in the administration of lessons learned surveys to Marine Corps units

d) Assist units in the submission lessons learned materials to the MCCLS to include unit after action reports from operations and exercises.

e) Attend planning conferences, work group sessions, meetings and other seminars required to support the lessons learned planning aspects of operations and exercises.

f) Participate and assist in the post exercise and operations hot wash reviews.

5.0 Performance Management.

5.1. Contract Management. The Contractor shall establish processes and assign appropriate resources to effectively perform the tasks specified in the PWS. At all times, the Contractor shall be responsible for the actions of their teaming partners and/or subcontractors.

5.2. Technical Performance Quality. The Contractor shall be responsible for establishing a staff complement capable of handling the responsibilities of contract execution and coordination of team resources. Task leads may be appointed from any team member, however, technical cognizance over performance remains with the prime contractor at all times. The contractor is responsible for all assigned resources, performance quality (e.g., Quality Assurance Surveillance Plan (QASP) compliance), and deliverables associated with each task.

6.0 PERSONNEL QUALIFICATIONS

6.1. The Contractor shall be responsible for staffing, competency training, guidance, and supervision of qualified personnel performing under the PWS. The Contractor shall accomplish the assigned work by employing and utilizing qualified personnel possessing an appropriate combination of education, training, skills, and experience required to respond to the PWS criteria. No waivers will be proposed or considered. Staff initially assigned shall provide the benchmark for replacement staff qualifications and no dilution of such qualifications or reduction in performance shall be incurred by the government as a result of staff reassignment/departure. All training provided by the Contractor to Contractor employees shall be at their expense.

6.2. The Contractor shall provide lessons learned subject matter expertise (SME) with the commensurate level of operational and staff experience required to perform analyst support for the designated commands. The appropriate level of expertise and experience ensures access and credibility necessary to perform lessons learned analyst tasks. The lesson learned analyst is typically collocated with the General

Staff Operations section (G3), and shall interact directly with the Commanding General, the principal staff, and subordinate commanders providing both oral and written lessons learned briefings as required.

6.3 MAGTF SME requirements are as follows: 1) naval aviator/naval flight officer SME for the Marine

Aircraft Wing (MAW), 2) logistics SME for the Marine Logistics Group (MLG), 3) ground combat arms

SME for the Marine Division (DIV), and command, or command and control (C2) SME for the command element (CE). It is required that Contractor personnel be graduates of a joint or Service Command and

Staff College. (resident or distance learning program and shall be reflected in resumes submitted.)

6.4. The Contractor personnel shall possess the skills and technical acumen demonstrated by multiple and successful Service or joint assignments in positions of increasing responsibility such as operational command billets (battalion, squadron, regiment, group, marine expeditionary unit (MEU), etc.) or staff positions at any of the following levels: combatant command headquarters, joint task force headquarters, Service/functional component headquarters, Marine Expeditionary Force/Brigade headquarters, division, wing, logistics group, or numbered fleet/naval task force/Expeditionary Strike Group headquarters.

6.5. Contractor personnel shall have recent (within three years) experience serving in, or in direct support of, the United States military Services, preferably with the United States Marine Corps to serve as an effective liaison and subject-matter-expert in support of lessons learned program.

7.0 PLACE of PERFORMANCE

7.1 A majority of work will be performed at the Major Commands (Marine Expeditionary Forces, Marine

Divisions, Marine Aviation Wings, Marine Logistics Groups) listed below. Occasionally, overseas works may be performed aboard United States coalition vessel, military or government installations, and or commercial meetings

1. I Marine Expeditionary Force, Camp Pendleton, CA

2. 1 st Marine Division, Camp Pendleton, CA

3. 3d Marine Aviation Wing, Miramar, CA

4. 1 st Marine Logistics Group, Camp Pendleton, NC

5. II Marine Expeditionary Force, Camp Lejeune, NC

6. 2d Marine Division, Camp Lejeune, NC

7. 2d Marine Aviation Wing, Cherry Point, NC

8. 2d Marine Logistics Group, Camp Lejeune, NC

9. III Marine Expeditionary Force/1 st

Marine Aviation Wing, Okinawa Japan

10. 3d Marine Division, Okinawa Japan

11. 3d Marine Logistics Group, Okinawa Japan

12. Marine Forces Pacific, Hawaii

13. Marine Forces Reserve/4 th Marine Aviation Wing, New Orleans, LA

14. 4 th Marine Division/4 th Marine Logistics Group, New Orleans, LA

15. Marine Forces Command, Norfolk VA

16. Marine Air Ground Task Force Training Command, 29 Palms, CA

17. Marine Corps Combat Development Command, Quantico VA

18. HQMC Plans Policy and Operations, Arlington VA

8.0 SECURITY REQUIREMENT

8.1. Prospective contractors need to have, at a minimum, secret clearances in place before they start work.

A DD254 will be provided upon contract award.

9.0 GOVERNMENT FURNISHED EQUIPMENT

9.1.The Government will provide telephones, fax machines (local, DSN and long distance), reproduction facilities, printers, and proper building access identification badges as required.

9.2.The Government will provide a total of eighteen (18) office seats at the commands listed in paragraph

7.

10.0 CONTRACTING OFFICER REPRESENTATIVE (COR)

10.1. Government Responsibilities and Interface. The Contractor shall establish and maintain the necessary interfaces with the government as required to execute their program strategy. The COR shall have cognizance over all tasks and execute responsibilities for technical oversight of performance, deliverables acceptance, invoice certification, and coordination of follow-on work efforts.

10.2. The COR is not authorized to make any changes or deviations to the contract. Only a Contracting

Officer can modify or make changes to the terms and condition of a contract.

11.0 WORKING ON A GOVERNMENT INSTALLATION.

11.1.The Contractor shall provide each employee with an identification badge, which identifies, by photograph, the individual as an employee of the Contractor. These badges shall be worn at all times and presented for examination upon request from the Contracting Officer, COR, QA Personnel, Military

Police, or any other Government Official with a need to see the badge.

11.2. The Contractor and his employees shall be subject to all traffic, security, and registration regulations for personnel and vehicles.

11.3. All Contractor personnel attending meetings, answering Government telephones, working on site, where their Contractor status is not known to third parties, must identify themselves as Contractors, to include wearing ID badges, which identify them as Contractor personnel. Contractor personnel shall also ensure that when logged onto Government equipment that their profile shows them as Contractor personnel.

11.4. Unless otherwise directed by the COR, all documents produced or revised by Contractors or developed through Contractor participation must be marked as “Contractor generated documents” or otherwise identified in a manner that discloses the Contractor’s participation.

12.0 DATA RIGHTS.

12.1. General. All reports, materials (including training materials, computer software and hardware, source code, interfaces, Tools, Works, and related items) and information, in whatever form, created, generated, or produced under this contract shall become the property of the Marine Corps; therefore, the

Marine Corps shall have the right to use, modify, reproduce, perform, display, release, or disclose such reports, materials, and information in whole or in part, in any manner, and for any purpose whatsoever, and to have or authorize others to do so.

12.2. The Marine Corps requires unfettered use of the subject deliverables that are part of this effort. Therefore, any restricted data rights, information, software, items and/or other materials including, but not limited to the Contractor’s or a Third-Party’s Proprietary Data, information, software, items and/or other materials must not be used for any task order under this PWS without the specific written approval by the Contracting Officer, prior to start of any work.

13.0 QUALITY ASSURANCE.

13.1. The Government shall monitor Contractor’s performance in accordance with the Quality

Assurance Surveillance Plan (QASP).

14.0 DELIVERABLES

14.1. The Government will provide written acceptance, comments, and/or change requests, if any, within five (5) business days from receipt of any formal deliverable. If written acceptance, comments, and/or change requests are not provided within five (5) business days, the deliverable shall be deemed acceptable as written by the contractor. If the Government provides comments and/or change requests, the

Contractor shall have five (5) business days from receipt of the government correspondence to incorporate the comments and/or change requests and resubmit the deliverable. Formal quality control measures are expected to be executed for all formal deliverables.

14.2. Specific Deliverables.

14.2.1. Monthly Report. This report will be forwarded to the COR no later than ten (10) business days after the end of month being reported. It will include a copy of all deliverables submitted during the month being reported. It will also provide a summary, by individual, of tasks completed, a forecast of tasks for the following month, and deliverables submitted. Finally, this report will contain a summary of total funds allocated and expended.

15.0 TRAVEL.

15.1. The Contractor will be required to occasionally travel to exercises, operations, and other lessons learned collection campaign events within the United States as well as overseas locations. The COR will provide instructions to prospective contractors regarding working hours that might fall outside the normal 0700-1700, Monday-Friday work schedule. All travel must be identified and authorized by the COR prior to traveling. Travel will be in accordance with Federal Acquisition Regulations (FAR) and the Joint Travel Regulations (JFTR).

15.2 . The below table provide an estimated number of round trips that will be required from each command location.

Origin Destination Number of Trips

(Base)

Number of

Trips (Opt 1)

Number of Trips

(Opt 2)

Duration per

Trip

(Days)

I Marine Expeditionary

Force, Camp Pendleton, CA

II Marine

Expeditionary

Force, Camp

Lejeune, NC

1 2 2 5 st Marine Division, Camp Pendleton, CA

2d Marine

Division, Camp

Lejeune, NC

1 2 2 5

3d Marine Aviation

Wing, Miramar, CA

2d Marine Aviation

Wing, Cherry

Point, NC

1 2 2 5 st Marine Logistics

Group, Camp

Pendleton, NC

2d Marine

Logistics Group, Camp Lejeune, NC

1 2 2 5

II Marine Expeditionary

Force, Camp Lejeune, NC

I Marine

Expeditionary

Force, Camp

Pendleton, CA

1 2 2 5

2d Marine Division, Camp Lejeune, NC st Marine

Division, Camp

Pendleton, CA

1 2 2 5

2d Marine Aviation 3d Marine Aviation 1 2 2 5

Wing, Cherry Point, NC Wing, Miramar, CA

2d Marine Logistics

Group, Camp Lejeune, NC st Marine

Logistics Group, Camp Pendleton, NC

1 2 2 5

III Marine

Expeditionary Force/1 st

Marine Aviation Wing, Okinawa Japan

Exercise Cobra

Gold, Thailand

2 2 2 5

3d Marine Division, Okinawa Japan

Exercise Ssangg, South Korea

2 2 2 5

3d Marine Logistics

Group, Okinawa Japan

Marine Rotational

Force – Darwin, Australia

2 2 2 5

Marine Forces Pacific, Hawaii

I Marine

Expeditionary

Force, Camp

Pendleton, CA

1 1 1 5

Marine Forces

Reserve/4 th Marine

Aviation Wing, New

Orleans, LA

California I Marine

Expeditionary

Force, Camp

Pendleton, CA

2 4 4 5 th Marine Division/4 th

Marine Logistics

Group, New Orleans, LA

II Marine

Expeditionary

Force, Camp

Lejeune, NC

2 4 4 5

Marine Forces

Command, Norfolk VA

European

Command, Ramstien, Germany

1 1 1 5

Marine Air Ground

Task Force Training

Command, 29 Palms, CA

II Marine

Expeditionary

Force, Camp

Lejeune, NC

1 1 1 5

Marine Corps Combat

Development

Command, Quantico

VA

I Marine

Expeditionary

Force, Camp

Pendleton, CA

1 1 1 5

HQMC Plans Policy and Operations, Arlington VA

I Marine

Expeditionary

Force, Camp

Pendleton, CA

1 1 1 5

16.0 WORKING HOURS.

16.1. Normal working hours are between 0700 and 1700, Monday – Friday; unless otherwise authorized by the COR.

17.0 TRANSITION PLAN.

The transition-in Plan is not dependent on an incumbent's transition-out plan. The contract transition period is 30 days at which time all positions should be staffed, with 75% of the positions filled within 15 days.

PERIOD OF PERFORMANCE

F. Period of Performance

The period of performance for this effort will be for an eight (8) month base peroid, two (2) one (1) year options.

(End of Summary of Changes)