M00264-19-R-0013_Amendment_0001_CAOCL_RFP.docx.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:

1. Provide the Government's response to questions provided by industry;

2. Revise the PWS and Instructions to Offeror's in accordance w ith Questions & Answ ers povided;

3. Add revised Attachment 4: Example Task Order 0002; and

4. Add Attachment 1: DD Form 254

POC: Dayna Myers

(703) 784-5260

1. CONTRACT ID CODE PAGE OF PAGES

S 1 61

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

16C. DATE SIGNED

BY 06-Aug-2019

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 M0026419R0013

X 9B. DATED (SEE ITEM 11)

05-Jul-2019

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

06-Aug-2019

CODE

M00264

2010 HENDERSON ROAD

QUANTICO VA 22134-5001

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

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

M0026419R0013

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been modified:

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT FOR THE CENTER FOR ADVANCED OPERATIONAL

CULTURE LEARNING (CAOCL)

LANGUAGE AND CULTURE TRAINING, EDUCATION SUPPORT, ASSESMENT, AND RESEARCH

SERVICES

1. GENERAL: This is a non-personal services contract to provide education, training, advising, research, and institutionalization support services across multiple knowledge domains including: language, region, culture specific, and culture general. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the

Contractor who, in turn is responsible to the Government.

1.1. Description of Services/Introduction: The Contractor shall provide all personnel, equipment, software, supplies, transportation, tools, materials, supervision, and other items necessary to perform education, training, advising, institutionalization support, assessment, and research services across multiple knowledge domains including language, region, culture specific, and culture general as defined in this Performance Work Statement

(PWS) except for those items specified as Government furnished property and services. The Contractor shall perform to the standards in this contract.

1.2. Background: The Marine Corps’ CAOCL ensures Marines are equipped with operationally relevant regional, culture specific, culture general, and foundational language instruction to support effective planning and operations in the joint and combined expeditionary environment. CAOCL is chartered under Department of Defense (DoD)

Instruction 5160.70 and is a subordinate activity under the Marine Corps University (MCU). The CAOCL staff executes pre-deployment training programs (PTPs), provides direct support to the operating forces, provides operationally focused training and education at the individual and collective level, supports service-mandated

Language, Regional Expertise, and Culture (LREC) institutionalization requirements, conducts social science research, and conducts Professional Military Education (PME) based upon known mission profiles and identified needs, as well as the preparation of Marines for anticipated and emergent contingencies.

CAOCL’s approach to education and training covers four content areas: language, regional, culture specific, and culture general knowledge and skills, collectively referred to below as LREC.

CAOCL annually provides face-to-face LREC pre-deployment training to well over 60,000 Marines and Marine units deploying worldwide for missions that span the range of military operations. CAOCL training solutions range from one-hour briefs to four-week classes to field assessments and focus on those aspects of culture and language that will enhance Marines’ capabilities in a specific mission and locale.

CAOCL’s principal distance education program is the Regional, Culture, and Language Familiarization (RCLF)

Program, which is a career-length program designed to instill, develop, and sustain basic LREC capabilities in our career Marines. The end state of this program is to provide a basic foundation to enhance cross-cultural competence within the general purpose force. This end state is achieved by familiarizing Marines with culture general concepts, regional context, culture-specific information, and mission essential language skills necessary to communicate effectively and build rapport in a regional language. CAOCL also provides LREC instruction, support, and staff exercise participation for several MCU schools and other Marine Corps formal schools and offers LREC-related electives in support of MCU.

CAOCL is chartered to provide LREC institutionalization across the Doctrine, Organization, Training, Materiel, Leadership, Personnel and Facilities (DOTMLPF) pillars. To that end, CAOCL is responsible for drafting and/or reviewing departmental, joint, interagency, and service-level LREC documents for equity and concurrence.

Additionally, CAOCL is responsible for maintaining the LREC portion of the Security Cooperation (SC)/LREC

Training and Readiness Manual.

CAOCL provides social science research through the Translational Research Group (TRG). TRG conducts scientific, fieldwork-based research on Marine Corps programs and processes and provides scientific advising to decision-makers in Marine Corps organizations from MCU to Headquarters Marine Corps (HQMC) and the Office of the Secretary of Defense (OSD). TRG provides conceptual, theoretical, and methodological capability to support problem framing, critical analysis, and research across a broad range of topics. TRG also supports CAOCL’s assessment and culture general/cross-cultural competence efforts.

CAOCL coordinates the provision of Expeditionary Cultural and Language Support Services to Marine units for designated deployments. Under these services, the contractor shall support and assist deployed commanders regarding the impacts of local culture on military/civilian operations, and issues relating to politics, governance, socio-economic development, and tribal or other ethnic dynamics in the area of responsibility. In addition, under these services, the contractor shall provide a multidisciplinary approach and analytical depth to current and future operations in the area of responsibility and offer perspective and input to support the Range of Military Operations

(ROMO). Services also include providing input regarding cultural, religious, linguistic, and geopolitical information to the commander and his or her staff regarding national and local affairs; and cultural awareness, advice, and training to primary staff and other military personnel as required. CAOCL also carries out functions implied by its primary tasks, such as assessment, strategic communications, graphic and webpage design, and the production of learning materials in print, online, app-based, audio, and video formats

1.3. Objectives: The main objective is to ensure deploying Marines are equipped with an operational/language-enabled understanding of the local/regional, military, and partner culture relevant to mission success. To accomplish this, CAOCL provides a comprehensive, flexible, fully integrated training, education, development, execution, maintenance, research, and operational and expeditionary culture and language capability to respond to emerging United States Marine Corps (USMC) requirements across the globe. In order to respond to operational needs, LREC support functions are required in order to prepare forces for deployment. CAOCL relies heavily upon these services to execute its evolving mission. Personnel are also needed to contribute to CAOCL’s overall effort to actively advance institutionalization through doctrine and engagement and support CAOCL’s scientific research efforts.

1.4. Scope: The scope of this effort is for the provision of operational, technical, logistical, and programmatic support of CAOCL mission requirements. Principal support areas under this effort include all facets of execution required to support not only CAOCL’s operationally focused LREC program but also forward deployed units.

Critical capabilities within this effort include: providing professional foreign LREC training and education programs and services that improve the cross-cultural effectiveness of Marines; providing language instruction, Operational Culture General, and Operational Culture (Region and Specific) at each of the three Marine

Expeditionary Forces (MEFs), Twentynine Palms, and other subordinate commands at various locations around the world; and providing senior level experts in regionally oriented, operationally relevant culture to support operational unit commanders, normally in a forward deployed environment. Specific capabilities include translational social science research, program analysis, assessment, policy support, curriculum development, content development, and instructional systems design in accordance with Systems Approach to Training and

Education User’s Guide (MCIDS/SATE) set forth under the Navy Marine Corps (NAVMC) Order 1553.1A and the SATE Manual.

The following tasks and objectives are covered under this requirement:

Tasks Objectives Basis of Support

LREC Training &

Education Support Services

LREC Operational Training and Education

Services

Severable capability based on a full month of service.

RCLF Education Support Services

Severable capability based on a full month of service.

LREC Training Execution Services

Non Severable capability on a per training basis.

LREC Language Training Execution

Services

Non Severable capability on a per training basis.

LREC Event Support Non Severable capability based on a full day of service.

Operational and Expeditionary

Forces Cultural & Language

Support Services

Operational Culture and Language Expertise

Services

Severable capability based on a full month of service.

Expeditionary Culture and Language

Expertise Services Monthly Services for

Combat and Non-Combat

Severable capability based on a full month of service.

Expeditionary Culture and Language

Expertise Services Weekly Services for

Combat and Non-Combat Support a full week of service.

Social, Behavioral, Cognitive, and

Evaluation Scientific Research

Services

Social, Behavioral, Cognitive, and

Evaluation Scientific Research Services

Severable capability based on a full month of service.

Research Support Services Non Severable capability based on 6 months of service.

Research Assistant Support Services

Non Severable capability based on 6 months of service.

Transcription Support Services

Non severable capability based on 10 hours of transcribed material.

Institutionalization and

DOTMLPF

Support Services

Institutionalization and DOTMLPF Support

Services

Severable capability based on a full month of service.

Strategic Communication Severable capability based on a full month of service

Editing Services

Non severable capability based on a per page of service.

Assessment Services Assessment Services to support CAOCL

Activities

Severable capability based on a full month of service.

Graphics Arts and Design Services Graphics Design, Creation, and Editing

Support

Severable capability based on a full month of service

Integration Services Program Management a full month of service.

1.5. Ordering Period: The ordering period for this contract is five-years plus an option to extend services for up to

6 months in accordance with FAR 52.217-8 (Option to Extend Services).

1.6. General Information (The following requirements are applicable to all line items unless otherwise specified)

1.6.1. Quality Control (QC): The Contractor shall maintain an effective quality control plan (QCP) to ensure services are performed in accordance with this PWS. The Contractor shall implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means of assurance that the work complies with the requirements of the contract. If any changes are required, the Contractor shall provide one copy of a comprehensive written QCP to the Contracting Officer’s Representative (COR) within

5 working days. After acceptance of the QCP the Contractor shall receive the Contracting Officer’s (KO) acceptance in writing of any proposed change to its QC system.

1.6.2. Quality Assurance: The Government will evaluate the Contractor’s performance under each task order in accordance with the Performance Requirements Summary (PRS). The PRS defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s). (See Attachment 9)

1.6.3. Recognized Holidays: The Government recognizes the holidays listed below. While the Government generally attempts to keep contractors from supporting on federal holidays there will be circumstances where the

Contractor will be required to work during holidays such as if the military units they are supporting do not have the day off. The Contractor may also be required to travel on Holidays if the units require training the day prior to or after the Holiday. The Government will attempt to minimize travel on holidays but it cannot guarantee this in all cases. All cost associated with working during Federal Holidays will be included in the FFP. Federal Holidays are:

New Year’s Day Labor Day

Martin Luther King Jr.’s Birthday Columbus Day

President’s Day Veteran’s Day

Memorial Day Thanksgiving Day

Independence Day Christmas Day

1.6.4. Hours of Operation: For deliverables executed on a regular week schedule, Government facilities’ standard hours are between 7:30 A.M. – 4:30 P.M. local time Monday through Friday. For deliverables executed in combat and non-combat locations, hours of operations vary and could extend beyond the regular week standard hours.

1.6.5. Place of Performance: For this requirement, place of performance is subject to the applicable deliverables.

Table below defines place of performance per deliverable:

Task/Objective Deliverables Place of Performance

LREC Training &

Education Support Services

LREC Operational Training and Education

Services

Quantico, VA

RCLF Education Support Services

Quantico, VA

LREC Cultural Training Execution Services

Government facilities defined at the task order level

LREC Language Training Execution Services Government facilities defined at the task order level

LREC Event Support

Operational and Expeditionary

Forces Cultural & Language

Support Services

Operational Culture and Language Expertise

Expeditionary Culture and Language

Expertise Services Monthly Services for

Combat and Non-Combat

Government facilities defined at the task order level

Expeditionary Culture and Language

Expertise Services Weekly Services for

Combat and Non-Combat Support

Social, Behavioral, Cognitive, and

Evaluation Scientific Research

Services

Social, Behavioral, Cognitive, and

Evaluation Scientific Research Services

Quantico, VA

Research Support Services Quantico, VA

Research Assistant Support Services

Quantico, VA

Transcription Support Services Quantico, VA

Institutionalization and

DOTMLPF

Support Services

Institutionalization and DOTMLPF Support

Services

Quantico, VA

Strategic Communication Quantico, VA

Editing Services Quantico, VA

Assessment Services Assessment Services to support to CAOCL

Activities

Graphic Arts and Design Services Graphics Design, Creation, and Editing

Support

Integration Services Program Management

Contract performance will occur at various locations throughout the Continental United States (CONUS) and

Outside Continental United States (OCONUS) as required by the Government, potentially to a forward deployed location. Further specification of place of performance will occur at the task order level.

1.6.6. Type of Contract: This contract is a single award Indefinite-Delivery Indefinite-Quantity (IDIQ) contract consisting of Firm Fixed Price (FFP) Contract Line Item Numbers (CLIN) for performance tasks listed in the PWS and Cost Reimbursement (no fee bearing) CLINs for Travel and Other Direct Cost (ODC). All travel requirements will be defined at the task order level. Task orders under this contract will be issued as Firm Fixed Price for services and Cost Reimbursement for Travel and ancillary OCONUS costs. All travel and ancillary expenses must be approved in writing by the Contracting Officer’s Representative prior to costs being incurred.

1.6.7. Security Requirements:

1.6.7.1. Common Access Card (CAC): Contractor personnel assigned to work aboard Marine Corps facilities are required to possess a CAC. Upon award of the contract the Field Security Office (FSO) shall coordinate with the

COR of the contract and provide a list of all contractor personnel (name, Social Security Number, date of birth and an email address) assigned to work on this contract.

1.6.7.2. Secret Eligibility Requirements: All identified contractor personnel filling a noncritical sensitive capability position but who will not be accessing classified information will only be required to have a completed SF-86.

Access to classified materials may be granted from time-to-time on a case-by-case basis as required by the government.

1.6.7.3. Secret Clearance: All identified contractor personnel filling a noncritical sensitive position who will access classified information on a regular basis will have their secret clearance activated. They will be the only personnel with a sustained active clearance. See chart in 1.6.7.5.

1.6.7.4. Visitor Request: All identified contractor personnel filling a noncritical sensitive capability position that requires “secret access” must send a visitor request to Marine Corps Combat Development Center (MCCDC) through the FSO and use Security Management Office (SMO) Code M30000.

1.6.7.5. System Authorization Access Request (SAAR): Overarching security requirements and Contractor access to classified information shall be as specified in the DD Form 254 (Attachment 1). Contractor personnel shall possess the appropriate security clearance upon reporting to work on the first day. Security requirements follow the guidance set in the SECNAV 5530.10. SECNAV 5530.10 directs that all personnel, including contractors, who fill sensitive positions have a favorable rating through the SF-86. The assignment of noncritical sensitive positions follows the SECNAV guidelines and is outlined by billet below. All identified contractor personnel filling a noncritical sensitive capability position who need access to any government network will need to complete a DD

Form 2875 prior to reporting to work (see chart below).

Capabilities Per

Section 5

NACI

(SF 85)

Secret

Eligibility

Required

(SF 86)

Secret

Clearance

Required

(SF 86 With

Access)

Visitor Request

Required To

Activate Secret

Clearance

System

Authorization

Access Request

Required

DD Form 2875

LREC Operational

Training and Education

Services

NO YES NO AS NEEDED YES

RCLF Support Services

NO YES NO YES YES

LREC Cultural

Training Support

Services

NO YES NO AS NEEDED YES

LREC Language

Training Support

Services

NO YES NO AS NEEDED YES

LREC Event Support for

Government

NO YES YES AS NEEDED YES

Operational Cultural and

Language Support

Services

NO YES YES AS NEEDED YES

Expeditionary Cultural and Language Support

NO YES YES AS NEEDED YES

Social, Behavioral, Cognitive, and

Evaluation Scientific

Research Services

YES NO NO AS NEEDED YES

Research Support

Services YES NO NO AS NEEDED YES

Research Assistant

Support Services YES NO NO AS NEEDED YES

Transcription Support

Services YES NO NO AS NEEDED YES

Institutionalization and

DOTMLPF Support

Services

NO YES YES YES YES

Strategic

Communication

YES NO NO AS NEEDED YES

Assessment NO YES NO AS NEEDED YES

Graphic Arts and

Design Services

NO YES NO AS NEEDED YES

Integration Support

YES NO NO NO YES

1.6.8. The Contractor shall be responsible for safeguarding all Government equipment, information, and property provided for Contractor use when performing in a Government facility. At the close of each work period, Government facilities, equipment, and materials shall be secured.

1.6.9. Special Qualifications: The Contractor shall be responsible for employment, training, guidance, and supervision of qualified personnel performing under this PWS. The Contractor shall accomplish the assigned services by employing and utilizing qualified personnel possessing an appropriate combination of education, training, and experience to successfully accomplish the services in this PWS.

1.6.10. Post Award Conference/Quarterly Progress Meetings: The Contractor agrees to attend the kick off meeting and any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation (FAR) Subpart 42.5. The Contractor shall schedule a Post Award Kickoff

Meeting within ten calendar days of contract award and conduct the Post Award Kickoff Meeting within twenty-one calendar days of contract award. During the Post Award Kickoff Meeting, the Contractor shall provide a detailed briefing on its management and contract execution strategy. The contract briefing shall include: any updates following the proposal; an organizational overview; staffing; schedules, a description of the contractor’s quality process, and a discussion of risk and risk mitigation strategies. The Contractor shall plan for a one-day Post Award

Kickoff Meeting. The KO and COR will meet quarterly with the Contractor to review the Contractor's performance.

At these meetings the Contracting Officer and/or the COR will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

1.6.11. Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public, Government, or other Contractor personnel, that they are Government officials. They must also ensure that all documents or reports produced by Contractor are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. The Contractor shall provide identification badges and contract personnel are required to wear badges at all times in the performance of each task order.

1.6.12. Travel: The Contractor shall be required to travel to CONUS and OCONUS locations in support of this contract to fulfill the requirements contained in this PWS. All travel transactions will be accounted for under a separate line item under the contract. Travel transactions will be defined and approved at the task order level.

When Contractor personnel travel on board naval vessels, Contractor personnel will be provided billeting and messing for the duration while at sea. Per diem will only be authorized during port calls and at the ports of embarkation and debarkation. Local travel that is within 50 miles of the assigned duty station, (e.g., Camp

Pendleton, Quantico, Camp Lejeune and Okinawa) will not be reimbursed.

The travel costs associated with services under task orders equaling 12 months or more in non-combat locations

(i.e., Bahrain, Okinawa, and CONUS based locations) will be considered permanent assignments and is the contractor’s responsibility for settling (housing) the contracted personnel at these locations. The Contractor will have 30 calendar days to settle (house) personnel at these locations. Travel costs that are reimbursable at the task order level will include the airfare, lodging and per diems applicable to contractor personnel settlement at this location. Any other travel transactions will be allocable and allowable once contractor incurs travel cost related to the execution of the deliverable defined at the task order. Travel that occurs in support of Government events outside of the settling (housing) of contractor at that location will be billable under the applicable individual task orders. For example, the Bahrain ECLE may travel in support of regional exercises which will be considered reimbursable as identified in the task order.

The Contractor will coordinate travel arrangements with the COR. Any travel under this contract must be specifically requested in writing by the Contractor and approved by the COR, prior to incurring any travel expense.

The Contractor shall submit the written request with their task order proposal, any deviations from the planned travel must be submitted to the COR at least five days in advance. The travel request shall include as a minimum, the following:

Contract number

Date, time, and place of proposed travel

Purpose of travel and how it relates to the contract and;

Contractor’s estimated cost of travel with a breakdown of the estimated costs of transportation, lodging, meals, and incidentals.

The COR shall review and approve/disapprove (as appropriate) all travel requests submitted giving written email notice of such approval or disapproval to the Contractor.

Travel Reimbursement: The Contractor shall adhere to FAR 31.205-46.

The Contractor will not be reimbursed for travel expenses unless audited records for transportation contain evidence, such as original receipts, substantiating actual expenses incurred for travel.

The contract and any corresponding task orders may include a not-to-exceed funding limitation for travel costs.

When the Contractor expects total funding expended for reimbursable travel to reach 75 percent of the total funds available on the travel CLIN, the Contractor shall notify the KO and the COR and any other Government official identified by the KO. The notice shall state the estimated amount of additional funds required to continue performance for the period specified in the contract. The Contractor shall not exceed or incur costs that exceed the amount of funding stated on the reimbursable travel CLIN. The Government is not obligated to reimburse the

Contractor for otherwise reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN.

The Contractor is not obligated to continue performance of any reimbursable work under this Contract or otherwise incur costs for reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN unless the

KO notifies the Contractor in writing that the funded amount stated under the applicable reimbursable travel CLIN has been increased. In the event notification is made orally, such notification shall be followed up in writing within two working days.

1.6.13. Other Direct Costs (ODCs): The Contractor shall be reimbursed for the reasonable, actual other direct costs incurred in support of the performance under all CLINs. As part of this PWS, associated costs pertaining to deployment travel will be accounted for under a line item for ODCs. Contractor personnel deploying into active combat theaters shall require a Synchronized Pre-deployment & Operational Tracker/Letter of Authorization

(SPOT/LOA). Deployment costs such as hazard and hardship pay, shall be in accordance with the Department of

State Standardized Regulations (DSSR). ODCs will be procured as cost reimbursement.

Defense Base Act insurance shall be in accordance with commercial practices.

ODCs shall also account for shipping costs of training aids to off-site training locations when those training aids are required by/or provided by the Government.

The Contractor will coordinate ODCs with the COR. Any ODCs under this contract must be specifically requested in writing by the Contractor and approved by the COR along with the travel request, prior to incurring any ODC expenses. The Contractor shall submit the written request with their task order proposal, any deviations from the plan must be submitted to the COR at least five days in advance. The COR shall review and approve/disapprove

(as appropriate) all ODC requests submitted giving written email notice of such approval or disapproval to the

Contractor.

The contract and any corresponding task orders may include a not-to-exceed funding limitation for ODC costs.

When the Contractor expects total funding expended for reimbursable ODCs to reach 75 percent of the total funds available on the ODC CLIN of each task order, the Contractor shall notify the KO and the COR and any other

Government official identified by the KO. The notice shall state the estimated amount of additional funds required to continue performance for the period specified in the contract. The Contractor shall not exceed or incur costs that exceed the amount of funding stated on the reimbursable ODC CLIN. The Government is not obligated to reimburse the Contractor for otherwise reimbursable ODCs in excess of the funded amount stated on the reimbursable ODC

CLIN.

1.6.14. Data Rights:

1.6.14.1. 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.

1.6.14.2. 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 services under this PWS without the specific written approval by the

Contracting Officer prior to start of any work.

1.6.14.3. No data, materials, or other items created or provided expressly for this contract shall be used by the

Contractor for any purpose other than the support and performance under this contract without the prior written permission of the Contracting Officer.

1.6.14.4. The Contractor shall ensure all data created is provided on CD/DVD for storage on a Government data storage device (e.g. class deliverables) or direct input to a Government system (e.g. training support requests on the TECOM VCE website).

1.6.14.5. The Government shall have, at a minimum, unlimited right in or to all documents/materials, analyses, research, reports, briefings and/or other items, and all associated intellectual property, (singularly or collectively “Items”), created, generated, or produced under this contract. Moreover, without limitation, the source codes of any software, web designs or web-related or associated products, graphics, video and animation products, storyboards and scripts, training/instructional materials and courseware, and all associated intellectual property, produced under this contract shall be Government owned and the sole property of the Government and not the Contractor, sub-Contractor, or individual author or researcher, with all rights and privileges of ownership/copyright, and intellectual property and intellectual property rights belonging exclusively to the Government except as described in Section 5.3 (Social, Behavioral, Cognitive, and Evaluation Science Research Services) or as protected under federal and Marine Corps Human Subjects

Protection regulations (see Paragraph 7.0: Applicable Directives (q)). None of these items may be used or sold by the Contractor without first obtaining prior written permission from the Contracting Officer. All items supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights. Furthermore, the Contractor shall not use the Contractor’s or a third-party’s proprietary data, information, software, items and/or other materials for any purpose without meeting the requirements of clause 252.227-7020, and without the specific, written approval by the Contracting Officer, prior to start of any work.

1.6.14.6. The Contractor shall possess the capability to ensure visual and/or audio media (such as images, graphics, animation, sound recordings, and video) does not infringe on copyrights.

1.6.14.7. The Contractor shall possess the capability to include source citations for all information incorporated into training curriculum, supplemental material, and training products.

1.6.14.8. The Contractor shall align and adhere to policies of the Office of the United States Marine Corps

Communications and TECOM Combat Camera Branch regarding imagery, audio, and video collection and usage.

1.6.14.9. The Contractor shall not provide any content (written, visual and/or audio media) in any training curriculum, supplemental material, and products that infringes on any copyright.

1.6.14.10. The Contractor shall provide all training curriculum, supplemental material, and products with content (written, visual and/or audio media) that is free of copyright infringement.

1.6.14.11. The Contractor shall obtain approval for the use of images, graphics, animation, and video for use in training curriculum, supplemental materials, and products from the Government after the Contractor first ensures that the content does not infringe on copyrights.

1.6.14.12. The Contractor shall conduct anti-plagiarism software checks on written assignments. Copy of plagiarism verification/report shall be provided to the Government once curriculum is developed or updated.

1.6.15. Organizational Conflict of Interest (OCI): The Contractor shall report immediately to the

Contracting Officer any instances where Organizational Conflict of Interest is apparent or present, per criteria set forth under FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that concern may result in any actual or potential OCI and shall promptly submit a plan to the

Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contract requirements which may be affected by the OCI.

2. DEFINITIONS AND ACRONYMS:

2.1. Definitions:

2.1.1. AFTER ACTION REPORT (AAR): A report made by the individual(s) that participated in an event that describes the purpose, accomplishments, difficulties, decisions, new points of contact, and other pertinent information relevant to the event.

2.1.2 AFTER INSTRUCTION REPORT (AIR): An evaluation tool that summarizes one iteration of a lesson by documenting the student's assessment of a lesson (Instructional Rating Form), the instructor's assessment of a lesson, and exam (Examination Rating Form), test results related to the instruction, and any End of Course Critique

(ECC) data related to the specific lesson.

2.1.3. ASSESSMENT. 1. A continuous process that measures the overall effectiveness of employing capabilities during military operations. 2. Determination of the progress toward accomplishing a task, creating a condition, or achieving an objective.

2.1.4. ASSESSMENT ACTIVITIES: Includes all supporting activities other than assessment research, including, but not limited to, assisting sections design their assessment approaches, fulfilling reporting requirements, presenting oral feedback during debriefs, reviewing curricula, etc. Assessment activities may take place at the levels of the individual learner, class/course/curriculum, initiative, program, organization, and enterprise.

2.1.5. BRIEFING: A briefing is a formal or informal presentation in which a variety of significant facts are presented as concisely as possible. Briefings in support of this PWS are found only in support of the training program for regional knowledge and culture specific (including culture specific special) classes. Cognitive Dimension briefings are one type of culture-specific special classes.

2.1.6. CLASS: Refers to the overall instruction in various formats to include, but not limited to, lessons and briefings.

2.1.7. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the

Government. The term used in this contract refers to the prime.

2.1.8. CONTRACTING OFFICER. A person with authority to enter into, administer, and/or terminate contracts, and make related determinations and findings on behalf of the Government. Note: This is the only individual who can legally bind the Government.

2.1.9. CONTRACTING OFFICER'S REPRESENTATIVE (COR). Employee of the U.S. Government appointed by the Contracting Officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the

Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.10. CREATION: This definition only pertains to training class production tasks. The development of new training materials which may take up to one month to complete for briefings, language lessons, and CFCs; two months for CFGs, and three months for culture general lessons which must include a full Master Lesson File (MLF).

Creation of new products is done at the direction of the Government.

2.1.11. CULTURAL FIELD GUIDE (CFG). A Training cultural product specifically designed to provide basic cultural information for Marines deploying to specified areas. As such, it is intended only as an introduction to the subject for deploying Marines.

2.1.12. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.13. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes, reports, white papers, point papers, etc.

2.1.14. EDUCATION: The process by which knowledge is attained in order to develop the analytical skills and critical thinking capability to enable Marines to adapt quickly in any environment. It conveys the broad body of knowledge and develops the habits of mind that are essential to the military professional’s expertise in the art and science of war. Education programs prepare leaders to think critically, apply military judgment, and make ethical decisions to solve complex problems in an environment of ambiguity and uncertainty.

2.1.15. EXERCISE CULTURE ASSESSMENT (ECA): An assessment conducted during an exercise that provides a snapshot of a unit’s capability to operate in a specified foreign culture based on the LREC T&R standards and mapped to a unit’s METL. While intended primarily to be conducted through observation of interactions between

Marines and culturally-specific role players (individual tasks), it can also include observation of staff planning exercises and command and control (C2) exercises (collective tasks) that include integration of cultural considerations into the planning and C2 processes.

2.1.16 INSTRUCTION: The facilitation of information to enable learning. The process by which knowledge and skills are transferred to students. Instruction applies to both training and education.

2.1.17. INSTRUCTIONAL RATING FORM (IRF): A reaction form (questionnaire) submitted to students following completion of a period of instruction that provides feedback on instructor performance, course materials, and the learning environment.

2.1.18. LANGUAGE, REGIONAL EXPERTISE, AND CULTURE (LREC) EXPERT: Subject Matter Experts that are recognized country and regional experts with significant first-hand experience living and working abroad with a thorough and current knowledge of a designated area. Such experts are able to combine knowledge and experience across CAOCL’s four LREC content areas (language, regional, culture specific, and culture general knowledge and skills) to support tactically and operationally relevant training and education efforts by conducting independent research, writing and revising course materials and other products, and delivering periods of instruction.

2.1.19 MISSION ESSENTIAL TASKS (MET): A MET is a collective task in which an organization must be proficient to accomplish an appropriate portion of its wartime mission(s). MET listings are the foundation for the

T&R manual; all events in the T&R manual support a MET.

2.1.20. MISSION ESSENTIAL TASK LIST (METL): Descriptive training document that provides units a clear, war fighting focused description of collective actions necessary to achieve wartime mission proficiency.

2.1.21. PENDING TRAINING SUPPORT REQUEST (TSR) LIST: A consolidated list of all TSRs that have not yet been placed on a Task Order or cancelled. It is used to develop new Task Orders.

2.1.22. PERFORMANCE EVALUATION CHECKLIST (PECL): The breakdown of a task into elements that must be correctly performed to determine whether each student satisfactorily meets the performance standards described in the objective.

2.1.23. QUALITY ASSURANCE. The Government procedures to verify that services being performed by the

Contractor are performed according to acceptable standards.

2.1.24. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.25. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service meet contract requirements.

2.1.26. REVISED TRAINING PRODUCTION SCHEDULE. An annual (Contract Year) Training program production schedule that is revised as necessary to address upcoming training. It includes classes and other deliverables.

2.1.27. REVISION: This definition only pertains to the training tasks. The substantial reworking of existing training materials that may take up to two weeks to complete. Revisions are due either to substantial changes in the briefing

(abrupt power shifting; natural phenomena; Government directed change in format; revising existing CFGs/CFCs, etc.). Revisions are at the direction of the Government.

2.1.28 SCIENTIFIC RESEARCHER. A researcher with nationally recognized educational credentials in a scientific discipline, generally a PhD, who uses rigorous scientific approaches in the full range of research-related activities including design, review, execution, reporting, implementation, and advising. Scientific researchers have demonstrated that they are capable of designing and conducting research activities independently or as part of a team. Scientific researchers comply with federal law on research ethics and disciplinary standards for ethics and scientific integrity.

2.1.29. STRATEGIC COMMUNICATIONS: Communication activities that support the strategic goals of the organizations, generally planned over longer time horizons than immediate communication requirement.

2.1.30. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.1.31. TEACHBACK: This is a quality assurance method used to assess instruction (the combination of instructor, instructional materials, and supplemental training materials) among peers, curriculum developers, and CAOCL’s

Training program management prior to presenting or conducting a class. It specifically looks to ensure subject knowledge, training standards, cultural concepts and skills, and relevance to mission and/or tasks are vetted in the instruction.

2.1.32. TRAINING: The process by which skills are developed through progressive repetition of tasks commensurate with required capabilities” - MCDP 1. Training can be executed across three domains: Live, Virtual, and

Constructive (LVC) or a combination thereof.

2.1.33. TRAINING COORDINATION ASSESSMENT (TCA): An assessment internal to the CAOCL Training

Section that measures the effectiveness of training coordination between CAOCL and units requiring LREC training and/or SME support.

2.1.34. TRAINING AND EDUCATION INTEGRATION: Training and education are the two means to achieve learning required for operational demands. The underlying concept of training and education in the Marine Corps is that neither is mutually exclusive. This interdependency further shapes the preparation and conduct of training and education integration in pursuit of individual and unit expeditionary readiness. Each complements the other as they are blended along the continuum of professional development to produce tactically and technically proficient warriors.

2.1.35. TRAINING, EXERCISE, EVALUATION PLAN (TEEP): The Training program’s long term planning timeline that identifies key events.

2.1.36. TRAINING PROGRAM ASSESSMENT (TPA): An internal assessment of CAOCL’s Training Program that analyses all of the Training Section assessments and other inputs in a holistic manner and that directly feeds into higher headquarters assessment reporting requirements and into CAOCL’s organization-level assessment activities and reports. At a minimum it analyzes data and draws conclusions for process and product improvement from the

Teach Backs, TCAs, IRFs/AIRs, and ECAs.

2.1.37. TRAINING SUPPORT REQUEST (TSR): Document used by a Government entity to request CAOCL training support services. It is a Government to Government document that helps develop the task order requirement.

2.1.38. UPDATE: This definition only pertains to the training related tasks. The minor maintenance needed to reflect small changes (eg. statistics updates; normal, peaceful changes in leadership, etc.) in training materials. Updates to lessons are at the direction of the Government. Updates to briefings are at the Contractor’s determination based on

SME recommendation in order to maintain relevance of the materials to the Operating Force.

2.1.39. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract. For the purposes of this contract, one workday equals eight hours.

2.1.40. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. Frequently Used CAOCL Acronyms:

29P

AAR

AIR

Twentynine Palms, CA

After Action Report

After Instruction Report

ADDIE Analyze, Design, Develop, Implement, and Evaluate

CAC Common Access Card

CAOCL Center for Advanced Operational Culture Learning

CBT Computer Based Training

CDD Course Descriptive Data

CDET

CFG

College of Distance Education and Training

Cultural Field Guide

CG Commanding General

CJCS Chairman of the Joint Chiefs of Staff

CLIN

CLNC

Contract Line Item Number

Camp Lejeune, NC

COCOM Combatant Command

CONUS Continental United States (excludes Alaska and Hawaii)

COR

CPCA

Contracting Officer Representative

Camp Pendleton, CA

DAPS Document Automation and Production Service

DBA Defense Base Act

DD254 Department of Defense Contract Security Classification Specification

DLA Defense Logistics Agency

DLNOC Distance Learning Network Operations Center

DLPT Defense Language Proficiency Test

DOD Department of Defense

DOTMLPF Doctrine, Organization, Training, Materiel, Leadership, Personnel and Facilities

DSSR

ECA

Department of State Standardized…