M00264-20-R-0010 Amend 0001.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 the follow ing:

1) Provide responses to industry questions received;

2) Revise Addendum to FAR 52.212-1; Instructions to Offerors; and

3) Revise Addendum to FAR 52.212-2; Evaluation- Commerical Items

1. CONTRACT ID CODE PAGE OF PAGES

S 1 26

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

16C. DATE SIGNED

BY 07-Apr-2020

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 M0026420R0010

X 9B. DATED (SEE ITEM 11)

13-Mar-2020

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, 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

07-Apr-2020

CODE

MCINCR-RCO, MCB QUANTICO, VA

2010 HENDERSON RD.

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:

M0026420R0010

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

The following have been modified:

FAR 52.212-1 ADDENDUM

FAR 52.212-1 ADDENDUM – INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS (OCT 2018)

NOTE: This effort is set aside for small business concerns with a NAICS code of 541611.

1.0 Overview

1.1 The purpose of this requirement is contractor services to support the Performance Management and Analysis

(PM&A) Section within the Analysis and Assessments Branch (A&AB). This effort requires contractor support to execute the analytical rigor required in the analysis of the Command’s overarching Performance Management (PfM) activities in the form of advanced data analytics to PSD, with the contractor proficient in Operations Research and

System Analysis (ORSA) centric tasks including, but not limited to, predictive modeling, simulation, text mining, machine learning, artificial intelligence, and design of experiments.

1.2 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

1.3 The proposal must 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. Your submission will be screened by the

Contracting Officer or a designee 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.

1.4 The Government intends to issue a hybrid contract, with Firm Fixed Price (FFP) CLINS for well-defined requirements support services and cost reimbursable CLINS for travel. The life of the contract will consist of a base period of 12 months, with four 12 month option periods and one 6-month option period in accordance with FAR

52.217-8, Option to Extend Services. The Government is not obligated; however, reserves the right to exercise any or all options.

2.0 Confidential Information.

2.1 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 submission contains information that they believe should be withheld from such requestors under FOIA on the grounds that they contain “trade secrets and commercial or financial information” (5 USC 552(b)(4)), the

Offeror should mark its submissions in the following manner:

2.1.1 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)_______.”

2.1.2 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.”

3.0 Submission of Questions and Proposal

3.1 Questions

3.1.1 All questions must be received by 26 March at 10:00 AM EST. All questions submitted for this solicitation must be electronically sent to the following e-mail addresses:

Christa.eggleston-sc@usmc.mil

Please submit questions in the table format below via Microsoft Word.

Solicitation Section Comment/Question

Should any questions be received after the date stated above, the Government reserves the right not to provide an answer. If, however, in the Government's opinion, the question(s) cites an issue of significant importance, the

Government may provide written responses.

PLEASE NOTE: Your subject line should read “PM&A Services Support – RFP M00264-20-R-0010”.

3.1.2 Note: Due to the firewall at Marine Corps Installations National Capital Region – Marine Corps Base

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

3.2 Proposals

3.2.1 Proposals submitted via e-mail are authorized for this solicitation.

3.2.2 Proposals also can be sent via Federal Express, private courier, U.S. Mail, U.S. Postal Service or hand delivered, and must be received no later than date and time cited in Block 8 of this solicitation, at the following address:

MCINCR Regional Contracting Office

Marine Corps Base (MCB) Quantico

Attention: Christa Eggleston-Scott

2010 Henderson Road

Quantico, VA 22134

Multiple Offers

In accordance with FAR 52.212-1(e), the Marine Corps Installations National Capital Region – Regional

Contracting Office (MCINCR RCO) will not accept multiple offers presenting alternative terms and conditions for satisfying the requirements of this solicitation.

Late Proposals:

Any proposal, modification, or revision, that is received at the designated Government office after the exact time specified for receipt of proposals is “late” and will not be considered unless it is received before award is made, the contracting officer determines that accepting the late proposal would not unduly delay the acquisition; and—

(i) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of proposals; or

(ii) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of proposals and was under the Government’s control prior to the time set for receipt of proposals; or

(iii) It was the only proposal received.

If an emergency or unanticipated event interrupts normal Government processes so that proposals cannot be received at the Government office designated for receipt of proposals by the exact time specified in the solicitation, the time specified for receipt of proposals will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

To maximize efficiency and minimize the effort involved in the proposal evaluation process, the Offeror 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.

4.0 Proposal Format.

4.1 Text and graphics portions of the electronic copies shall be in a format readable by MS Word 2010 or earlier; or

Adobe Acrobat (.pdf) format. Data submitted in spreadsheet format shall be unlocked and readable by MS Excel

2013 or earlier.

Note: In case of conflict between the paper copy and the electronic copy of the proposals submitted, the electronic copy shall take precedence.

4.2 In order to maximize efficiency and minimize the time for proposal evaluations, it is required that all Offerors submit their proposals in accordance with the format and content specified below:

8.5 x 11 inch paper

11 x 14 inch for foldouts, matrixes, WBS

Single-spaced typed lines

1 inch margins on all sides

11 point Times New Roman font

Number all pages

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 smaller than 8 pt)

No photographs or hyperlinks are permitted; and

Content should utilize Unlocked .doc, .pdf. xls, and .jpg formats that correspond with Hardcopy proposal material content.

**NOTE: NO BINDERS PLEASE**

5.0 Proposal Content

5.1 The proposal shall contain the following volumes/sections:

VOLUME I

Business Volume – No page limit.

a. Offer Letter with Name of Firm, CAGE code, DUNS code, Tax ID, Statement of Registration in the

System for Award Management (SAM), Vendor POC and Alt POC information – (name, title, tel#, email), Solicitation No.

b. Table of Contents

c. Compliance Matrix

d. Organization Conflict of Interest (OCI) plan submission

e. DD 254 Security Clearance requirements

VOLUME II

Technical/Past Performance– Not to Exceed (NTE) 70 Pages (for Hardcopies); NTE 90 Pages (for

Electronic copies) and shall include:

a. Technical Capability/Performance Execution & Management (shall reference the Solicitation/PWS)

b. Work Breakdown Structure (WBS) - (shall reference the Solicitation/PWS) including supporting material including proposed labor categories, and labor hours for each of the labor categories.

b. Past Performance (shall reference the Solicitation/PWS)

VOLUME III

Price Volume (III) – NTE 15 pages and shall include:

a. Price Cover

b. SF1449 - Section B Price Proposal, 3 volumes will be required for this effort and the following sections shall be clearly labeled and submitted as follows:

Volume I – Business Volume (1 copy)

Volume II – Technical/Past Performance (4 copies, for Hardcopies only)

Volume III - Price (1 copy); and

All Volumes – (CD ROM) (1 Copy) (For Hardcopies only)

5.2 The Offeror shall demonstrate the ability, resources and experience required to perform the requirements in the

PWS, including the detailed procedures and methods to be used. All information must be presented in sufficient depth for the Government to make a comprehensive evaluation of the Offeror's understanding of the PWS and the

Offeror's capability for successful performance.

Pricing information shall not appear anywhere in the Technical Volume (I), which shall address only the technical requirements

5.3 Offerors are cautioned against general, vague or unsubstantiated statements which prevent or render difficult the

Government’s evaluation of the proposal. Mere statements by the Offeror that it understands a problem and/or can comply with the requirements, and statements paraphrasing the requirements or parts thereof, may be considered inadequate.

6.0 Volume I – Business Volume

The following are Business Volumne requirements as stated in the solicitation.

Offer Letter – The Offer Letter shall include the following:

1) The Solicitation number.

2) Company Information. Provide the name, address, DUNS number, CAGE Code, and telephone number of the Offeror.

3) Authorized Personnel. Provide the name, title, telephone number, facsimile number, and e-mail address of the company/division point of contact that can obligate your company contractually. Also, identify those individuals authorized to negotiate with the Government.

4) “Remit to” address, if different than mailing address.

5) Acknowledgment of Solicitation Amendments (if applicable).

6) Agreement with terms. A statement specifying the extent of agreement with all terms, conditions, and provisions included in the RFP. Offeror shall clearly detail any exceptions taken and the rationale for the exceptions taken to the RFP. Please note that exceptions taken to the RFP may render the proposal unacceptable to the Government.

7) Identify any enclosures being transmitted.

8) State the length of proposal validity (at least a minimum of 180 days).

9) Completed Standard Form (SF) 1449, of the Solicitation (signed and dated). Failure to do so may lead to rejection of the offer.

10) A completed copy of all solicitation representations and certifications. If the Offeror completed the representations and certifications in the System for Award Management (SAM), it shall include a statement stating its representations and certifications are up to date in SAM. Any representations and certifications that are not available for completion within SAM must be submitted in this volume.

Table of Contents and Compliance Matrix - A Table of Contents and Compliance Matrix pertinent to the proposal material organization and providing traceability from the Offeror’s submission, to the PWS, to the evaluation criteria, and to other solicitation sections as necessary. Specifically, the Compliance Matrix is a cross-reference table that tells evaluators where they can find responses to specific RFP requirements. 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.

Organizational Conflict of Interest (OCI) plan submission - The Offeror shall submit its OCI Mitigation

Plan (if applicable) that addresses all actual or potential conflicts of interest in adequate detail for the

Contracting Officer to determine whether an OCI exists or has been mitigated. The Offeror shall describe how the OCI Mitigation Plan was developed and the company's approach to avoiding, mitigating, or neutralizing any identified OCI risks. If an Offeror determines that an actual or potential OCI does not exist, the Offeror shall include a statement to that effect as part of its proposal, and does not need to submit an OCI

Plan.

To facilitate resolution of any potential or actual OCIs, Offeror is encouraged to submit its OCI Plans in advance of the proposal submission due date. The OCI Mitigation Plan shall specifically address the OCI disclosures required in this section, and explain how the prime will fully avoid, neutralize, or mitigate any

OCIs, as indicated in FAR 9.5. As part of its OCI Mitigation Plan, the Offeror must identify which contracts or subcontracts it will continue to support and those it intends to terminate or allow to lapse to eliminate any conflicts of interest. The OCI Mitigation Plan shall also address other OCI resolution and mitigation measures to include the divestment of business units.

DD254 Security Clearance requirements (see RFP Attachment 2) - The Offeror shall demonstrate its ability to meet the security requirements of the solicitation and in accordance with the DD Form 254

Contractor shall provide a completed DD Form 254, Contract Security Classification Specification filled out in blocks 6.a., 6b., and 6c. for the prime contractor and blocks 7.a., 7.b., and 7.c. for any subcontractors.

Offeror will be responsible for ensuring that its subcontractor(s) meet(s) security policies and regulations in accordance with the DD Form 254 and applicable security policies and regulations. The proposal must provide sufficient information for the Government to validate the proposed information.

The Offeror shall provide specific information that indicates any Facility Security Clearance (FCL) and

Foreign Ownership, Control, or Influence (FOCI) issues and/or concerns by the Offeror, as indicated in the

National Industrial Security Program Operating Manual (NISPOM), that have not been properly negated. If no FOCI issues and concerns exist, the Offeror shall state it in the proposal. FCL and FOCI information shall include at least the following:

Company Name

Address and Zip Code

Commercial and Government Entity (CAGE) Code

Facility Security Clearance Level

Safeguarding Level

Volume II – Technical/Past Performance

6.1 Technical Capability/Performance Execution & Management

6.1.1 The Offeror’s technical proposal shall not exceed 50 pages, single sided, and includes; discussion of Factor

(1) Technical Capability/Performance Execution and Management.

The Offeror shall address Factor 1 - Technical Capability/Performance Execution and Management. The factor shall include:

6.1.1.1 Factor 1 - Technical Capability/Performance Execution & Management: The Offeror must demonstrate knowledge and understanding of the technical and programmatic requirements described in the Performance Work

Statement (PWS), and they must 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.

The Offeror must provide a demonstrated management approach suitable to respond to the types of requirements delineated in the PWS, consistent with their technical approach. The discussion must provide the evaluation panel with sufficient confidence that the Offeror understands the critical support areas, emerging issues, and risks associated with the support goals set forth in the PWS, and has the management techniques, controls, subcontractor management processes, and quality provisions necessary to execute their approach.

The Offeror shall include a Work Breakdown Structure (WBS) to include supporting material such as proposed labor catergories and labor hours for each labor category as it relates to the RFP/PWS.

Note: The WBS of the successful offeror will be included in the award document.

The Offeror shall address Factor 2 – Past Performance. The factor shall include:

6.1.1.2 Factor 2 – Past Performance: shall be limited to twenty (20) pages, double sided for hard copy submissions; limited to 40 single sided pages for electronic submissions only

To demonstrate its past performance, the offeror shall identify up to three of its most relevant contracts or efforts within the past three years, and provide any other information the offeror considers relevant to the requirements of the solicitation. Offerors shall provide a detailed explanation demonstrating the relevance of the contracts or efforts to the requirements of the solicitation. If subcontractor experience is provided as part of the three most relevant contracts or efforts, the subcontractor experience will be given weight relative to the scope, magnitude and complexity of the aspects of the work under the solicitation that the subcontractor is proposed to perform.

Therefore, the offeror’s proposal shall detail clearly the aspects of the work in the solicitation that the subcontractor is proposed to perform.

Provide the names and telephone numbers for the Contracting Officer (KO), Program Manager (PM), and/or

Contracting Officers Representative (COR).

The offeror shall complete a “Past and Present Performance Information Form” (see RFP Attachment 1) for each reference submitted. The form is an attachment to the solicitation. The forms will count toward the Volume II page limit described above. For additional information regarding a particular reference beyond that which will fit on the form, the offeror may continue onto another sheet of paper. Such continuation sheet(s) for submitted references will count toward the Volume II page limit. Offerors are cautioned that the Government will use data provided by each offeror in this volume and data obtained from other sources in the evaluation of past performance.

7.0 Volume III – Price Volume

7.1 Factor 3 - Price

7.1.1 General Information: The Offeror shall complete Contract Line Items Numbers (CLINs) labeled as FFP.

The price proposal the Offeror submits on CD shall be unprotected and unlocked in Microsoft Excel, with formulas intact to show mathematical operations.

7.1.2. SF 1449, Price Proposal corresponding to CLIN structure and supporting materials. The fully developed technical solution and corresponding grand total price for each function area established in the CLIN structure of Schedule of Supplies /Services of the SF 1449 in the solicitation should be clearly annotated in the proposal.

7.1.3 Price Reasonableness and Completeness. The Government will verify that all solicitation requirements have been priced, figures are correctly calculated, and prices are presented in a clear and useful format. Note that exceptionally high proposed prices, initially or subsequently, may be grounds for eliminating a proposal from competition on the basis that the Offeror does not understand the requirement. Additionally, unbalanced pricing poses an unacceptable risk to the Government and may be a reason to reject an Offeror’s proposal. Price submissions must be sufficiently detailed to demonstrate their reasonableness.

7.1.4. Price Information. Pricing submitted for the base period and all option periods, including the pricing for an additional six month period as authorized IAW FAR 52.217-8 will be evaluated. In accordance with FAR 52.217-

8 Option to Extend Services, the Government is authorized to require continued performance of any services within the limits and at the rates specified in the contract.The total evaluated price will consist of the proposed price for the base period, four (4) option periods and the additional six month period IAW FAR 52.217-8. Pricing will be incorporated into Schedule of Supplies/Services of the SF 1449 upon contract award.

7.2 Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document or support your price position. All information relating to the proposed price, including all required supporting documentation must be included in the section of the proposal designated as the Price Volume. Under no circumstances shall this information and documentation be included elsewhere in the proposal.

(End of Provision)

FAR 52.212-2 ADDENDUM

FAR 52.212-2 EVALUATION-COMMERCIAL ITEMS (OCT 2014)

1.0 The Government intends to evaluate proposals for a Firm-Fixed Price (FFP) contract to the Offeror whose proposal is the best value to the Government. All proposals will be evaluated for compliance with the terms, conditions, and requirements set forth in the solicitation. Failure to address each of the areas identified in, “FAR

52.212-1 INSTRUCTIONS TO OFFERORS—Commercial Items,” in the proposal may impact the resulting evaluation ratings and risk assessment. In accordance with FAR 52.212-1, the Government’s intent is to award without discussions with offerors; however, the Government reserves the right to conduct discussions or seek clarifications if the Procuring Contracting Officer (PCO) determines they are necessary (FAR 15.306(a)). Therefore, the Offeror’s initial proposal should contain the Offeror’s best terms from a price or cost and technical standpoint. In the event issues pertaining to the solicitation cannot be resolved to the PCO’s satisfaction, the Government reserves the right to withdraw and cancel the solicitation. In such event, offerors will be notified in writing. In the event a competitive range is established and the PCO determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the PCO may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition.

Selection of the successful offeror will be made based on the evaluation criteria below.

Proposals will be evaluated using a Tradeoff process between price and non-price factors (FAR 15.101-1).

An overall adjectival rating will be assigned to each of the non-price factors as a result of the source selection evaluation. The adjectival ratings under this solicitation follow the Combined Technical/Risk Rating Method of the

2016 DoD Source Selection Procedures. Any proposal rated ‘Marginal’ or ‘Unacceptable’ for any non-price factor will be ineligible for award, and may be excluded from any discussions or clarifications that might take place.

Offerors with a Past Performance rating of Limited or No Confidence will not be considered for award, and may be excluded from any discussions that might take place.

2.0 In order to determine the offer providing the best value, a tradeoff process of the following factors will be conducted:

- Factor 1: Technical Capability/Performance Execution & Management

- Factor 2: Past Performance

- Factor 3: Price

The factors will be evaluated as follows: Factor 1, Technical Capability/Performance Execution & Management is more important than Factor 2, Past Performance. Factor 2, Past Performance is more important than Factor 3, Price.

Factor 3, Price is the least important factor. When combined, all non-price factors are significantly more important than price. Price becomes increasingly more important when Offerors receive similar ratings for the non-price factors. Prospective Offerors are forewarned that a proposal meeting solicitation requirements with the lowest evaluated price may not be selected for award if a higher rated evaluated priced proposal is determined to be most advantageous to the Government.

The Government intends to evaluate proposals and award a contract without discussions with offerors (except clarifications as described in FAR 15.306(a)). Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a cost or price and technical standpoint. The Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary. If the Contracting Officer determines that the number of proposals that would otherwise be in the competitive range exceeds the number at which an efficient competition can be conducted, the Contracting Officer may limit the number of proposals in the competitive range to the greatest number that will permit an efficient competition among the most highly rated proposals.

3.0 Factor 1: Technical Capability/Performance Execution & Management

The Offeror will be evaluated for how well the proposal demonstrates a complete response to the requirements outlined in the solicitation. The Government will evaluate the offerors knowledge and understanding of the technical and programmatic requirements described in the Performance Work Statement (PWS); the capability to perform all of the tasks outlined in the PWS so as to provide continuous quality support; the performance objectives that can be accomplished by the proposed technical approach and the benefits and advantages of that approach. The

Government shall evaluate the roles of staff and team resources to execute the intended strategy, and how it relates to the Offerors capacity to support the identified mission areas, understanding of the priorities and emerging issues within those areas, and ability to successfully execute their approach that ensures quality performance and use of staff resources to meet PWS objectives to execute the intended strategy. The evaluation will consider the identified proposed personnel in direct support of the PWS, showing experience, expertise, qualifications, and direct correlation to the PWS requirements.

5.0 Factor 2: Past Performance

The past performance evaluation factor assesses the degree of confidence the Government has in an offeror’s ability to supply products and services that meet users’ needs, based on a demonstrated record of performance.

Performance confidence is assessed at the overall past performance factor level after evaluating aspects of the offeror’s recent past performance. The past performance evaluation may take into account past performance information regarding predecessor companies, or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the performance of tasks detailed in the PWS.

Past performance information may be obtained from any other sources available to the Government, to include, but not limited to, the Contractor Performance Assessment Reporting System (CPARS), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases;

interviews with Program Managers, Contracting Officers, and Fee Determining Officials; and the Defense Contract

Management Agency.

If an Offeror submits no record of past performance information or references submitted and the Government has no information available regarding the Offeror’s past performance, that Offeror will receive a Neutral/Unknown

Confident rating (i.e. the Offeror is evaluated neither positive nor negative) for past performance.

6.0 Factor 3: Price

6.1 The Contracting Officer shall make a determination of fair and reasonable pricing for the contract using the proposal analysis techniques at 15.404-1. If adequate competition is not evident, comparison of Offeror labor ranges and rates, in contrast to the Independent Government Cost Estimate (IGCE) and PWS priorities will be a basis for evaluation. The Offeror's most advantageous business terms and conditions, including discounting strategies, and related business elements, will be evaluated. This approach will provide a basis for determining 'best-value' consistent with the technical priorities established in this solicitation. No ambiguities of inclusion, exclusion, or content shall be extended and lack of content or clarity with regard to pricing may be result in the Government finding a proposal 'non-responsive'.

6.2 The Government may also determine a proposal unacceptable should the proposed prices be materially unbalanced. Unbalanced pricing exists when, despite an acceptable total evaluated price, the price of one or more items is significantly overstated or understated as indicated by the application of price analysis techniques.

6.3 REASONABLENESS

For the price to be reasonable in its nature and amount, it should not exceed that which would be incurred by a prudent person in the conduct of a competitive business. Reasonableness takes into account the context of a given source selection, including current market conditions, general economic conditions, and other factors that affect the ability of an Offeror to perform the contract requirements. Reasonableness depends upon a variety of considerations and circumstances, including the following:

• Whether it is the type of cost generally recognized as ordinary and necessary for the conduct of the

Offeror’s business or of the contract performance.

• Generally accepted sound business practices, Federal and State laws and regulations, etc.; and

• Any significant deviations from the Offeror’s established practices.

6.4 Completeness and Accuracy

The Government will review the pricing tables for completeness and accuracy. A determination will be made as to whether the Offeror properly understands the price offer instructions. The Offeror’s proposal will be checked for mathematical correctness to include the following:

• Checking arithmetic in all Table computations and

• Ensuring all prices are summarized correctly.

Options. This effort incorporates four 12-month options in accordance with FAR 52.217-9 – Option to Extend the

Term of the Contract and the potential option to extend services (FAR 52.217-8) by adding six months of the offeror’s final ordering period prices.

The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement.

7.0 Solicitation Requirements, Terms and Conditions

Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, and technical/management requirements, in addition to those identified as factors. Failure to comply with the terms and conditions of the solicitation may result in the offeror being ineligible for award.

PWS

Performance Work Statement (PWS)

For The

Training and Education Command (TECOM) Performance Management Statistical

Analysis Support

1. Background.

The mission of the Training and Education Command (TECOM) is to develop, coordinate, resource, execute, and evaluate training and education (T&E) concepts, policies, plans, and programs to ensure Marines are prepared to meet the challenges of present and future operational environments. The TECOM vision is to provide the best possible T&E programs, facilities, cadre, and learning opportunities across the T&E competencies, to develop and assess future combat leaders and operational force units in meeting the dynamic challenges of the next decade.

TECOM was established within the Marine Corps Combat Development Command (MCCDC) on 1 July 2000, and consists of the following five (5) Major Subordinate Commands (MSC):

Training Command (TRNGCMD), Education Command (EDCOM), Marine Air Ground Task Force Training

Command (MAGTFTC), and Marine Corps Recruit Depots Parris Island (MCRDPI) and San Diego (MCRDSD).

These commands are collectively responsible for the activities set forth in the TECOM mission statement.

The 38th Commandant Planning Guidance (CPG), the CPG Implementation Plan tasks, Commanding General (CG)

TECOM Guidance, the Force Development Strategic Plan (FDSP) the Marine Corps Force Generation Process

(ForceGen), the Marine Air Ground Task Force (MAGTF) Training Program (TP), the TECOM Trends Reversal and Reinforcement Process (TRRP), task the Analysis and Assessments Branch (A&AB) to systematically track and assess performance.

The TECOM Campaign Plan (TCP) identifies Focus Areas (FA), Main Objectives (MO), and Critical Tasks (CT) to assess and to communicate progress via the TECOM Battle Rhythm to support TECOM leadership decisions.

This task includes implementation of FA 3 (Foundation for Information Age Learning and Assessments) and CG

TECOM Guidance to close the lessons learned loop of Service-level systemic trends in order to enhance existing training programs. These Service-level training assessment functions are the responsibility of the TECOM Policy and Standards Division (PSD) and involve the collection of data, data analysis, dissemination of the analysis, action against negative trends and tracking action through completion into the T&E continuum.

To oversee these functions, the PSD contains a Performance Management and Analysis (PM&A) Section within the

Analysis and Assessments Branch (A&AB). Under the cognizance of the A&AB Head, the PM&A Section is focused on the following two (2) core tasks: Execution of the TECOM TRRP; and development and maintenance of the performance metric framework in support of the TCP.

2. Scope of Work. The scope of this effort requires contractor support to execute the analytical rigor required in the analysis of the Command’s overarching Performance Management (PfM) activities in the form of advanced data analytics to PSD, with the contractor proficient in Operations Research and System Analysis (ORSA)-centric tasks including, but not limited to, predictive modeling, simulation, text mining, machine learning, artificial intelligence, and design of experiments.

3. General Requirements.

3.1. Work Locations. The primary place of performance for contractors working in the Virginia area will be at contractor-provided work spaces. The primary place of performance for the contractor acting as the MAGTFTC liaison will be aboard the Marine Corps Air Ground Combat Center, Twenty-Nine Palms, California.

Contractors will require access to Secret Internet Protocol Router Network (SIPRnet), the TECOM Virtual

Collaborative Environment (VCE) as well as an email .ctr@usmc.mil address. The required tasks demand daily meetings and coordination between the contractor and TECOM Offices of Primary Responsibility (OPR). The

Government will provide occasional access to the SIPR network at Government spaces (i.e. 2 hours per week), but this does not mean that the access will be on a dedicated and permanent basis.

Work shall take place Monday through Friday, during normal working hours of 0800-1630, except Federal holidays.

Duties will require travel outside of the Washington, DC/Quantico, VA area. Travel will generally be to Marine

Corps and sister service installations.

3.2. Period of Performance. The period of performance for this contract shall be for 12 months base period, plus four (4) option periods of 12 months each.

3.3. Security. All contractor personnel must have a SECRET clearance. The contractor may require direct access to secure data or materials in support of this contract. A DD254 Form will be furnished at time of award.

3.4. Performance Standards. The contractor shall provide the necessary resources and infrastructure to manage and administer this contract as defined in this Performance Work Statement (PWS).

3.5. Government Responsibilities and Interface. The Contracting Officer’s Representative (COR) will execute responsibilities related to performance oversight, deliverables acceptance and invoice certification. The Regional

Contracting Office (RCO) Procuring Contracting Officer (PCO) will interface with the prime contractor’s representative for payment and administration issues.

3.6. References. The Contractor shall use the below references as a guide to the extent necessary to accomplish the tasks stated in paragraph four (4). If during the execution of the contract the Government uncovers the need for additional references or changes to cited references, the Government will provide these to the Contractor.

(1) National Defense Authorization Act for Fiscal Year 2020. https://www.congress.gov/bill/116th-congress/house-bill/2500/text https://www.armed-services.senate.gov/download/ny-2020-ndaa-summary about:blank

(2) National Defense Strategy January 2018. https://www.defense.gov/Portals/1/Documents/pubs/2018-National-

Defense-Strategy-Summary.pdf

(3) National Military Strategy of the United States of America June 2015.

http://www.jcs.mil/Portals/36/Documents/Publications/2015_National_Military_Strategy.pdf

(4) CJCSM 3150.25G, Joint Lessons Learned Program, 31 January 2018 http://www.jcs.mil

(5) A Cooperative Strategy for 21st Century Sea power, March 2015. http://www.navy.mil/local/maritime/150227-

CS21R-Final.pdf

(6) Force Development Strategic Plan 2nd Edition, 27 Jan 2017.

http://www.mccdc.marines.mil/Portals/172/Docs/MCCDC/FDSP/Force_Development_Strategic_Plan_2ndEdition_

27_Jan_2017.pdf

(7) Marine Corps Doctrinal Publication 1 (MCDP-1), Warfighting.

http://www.marines.mil/Portals/59/Publications/MCDP%201%20Warfighting.pdf

(8) Marine Corps Order (MCO) 1553.1B Marine Corps Training and Education System.

http://www.marines.mil/Portals/59/Publications/MCO%201553.1B.pdf?ver=2012-10-11-163611-727

(9) MCO 1553.3B Unit Training Management Program.

http://www.marines.mil/Portals/59/Publications/MCO%201553_3B.pdf

(10) MCO 3502.6A Marine Corps Force Generation Process.

http://www.marines.mil/Portals/59/Publications/MCO%203502.6A.pdf

(11) MCO 3000.13A, Marine Corps Readiness Reporting. 18 July 2017 http://www.marines.mil/Portals/59/Publications/MCO_3000.13A.pdf?ver=2017-07-19-090232-970

(12) MCO 3504.1, Marine Corps Lessons Learned Program (MCLLP) and the Marine

Corps Center for Lessons Learned (MCCLL), 31 July 2006.

http://www.marines.mil/Portals/59/Publications/MCO%203504.1.pdf

(13) MCO 3500.11F Marine Air Ground Task Force (MAGTF) Training

Program, 24 April 2015. http://www.marines.mil/Portals/59/MCO_3500%2011F_TECOM%20G3.pdf

(14) MCO 3501.1E, Marine Corps Combat Readiness Evaluation (MCCRE), 25 February 2019.

http://www.marines.mil/

(15) TECOM Strategic Plan FY16 – FY21 July 01 2016. https://vce.tecom.usmc.mil/SitePages/Home.aspx

(16) TECOM Order (TECOMO) 5200.1 TECOM Governance Process.

https://vce.tecom.usmc.mil/SitePages/Home.aspx Delete this reference. It is no longer valid.

(17) TECOMO 5200.2 TECOM HQ Requirements and Solutions Management Process.

https://vce.tecom.usmc.mil/SitePages/Home.aspx Delete this reference. It is no longer valid.

(18) TECOMO 3503.1A TECOM Trends Reversal and Reinforcement Process, 10 January 2019.

https://vce.tecom.usmc.mil/commanddeck/Adjutant/O%20%20D%20Documents/Forms/AllItems.aspx about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank about:blank https://vce.tecom.usmc.mil/SitePages/Home.aspx

(19) US Marine Corps 38th Commandant’s Planning Guidance https://www.marines.mil/Portals/1/Publications/Commandant's%20Planning%20Guidance_2019.pdf?ver=2019-07-

17-090732-937

(20) CG TECOM Guidance document dated, July 2018.

https://vce.tecom.usmc.mil/genstaff/g3/dashboard/Excel%20library/TECOM_DMDRS_GUIDANCE.pdf

4. Specific Requirements/Tasks. The contractor shall execute a comprehensive, technology-enabled lesson exploitation process, via the TRRP, to provide timely corrective action against Service-level systemic trends and proliferate best practices that close the lessons learned loop. The following five task categories (4.1 through 4.5) shall be performed against T&E Programs such as: Individual Training (Entry Level Training and Advanced

Individual Training); and Collective Training (Service-level Training Events [SLTE], Marine Corps Combat

Readiness Evaluation [MCCRE], Large Scale Exercises [LSE]). As required, the contractor shall prepare responses to TRRP-related tasks that arrive via the Department of the Navy Tasking, Records and Consolidated Knowledge

Enterprise Repository (DON TRACKER), Task Management Tool (TMT), official message traffic, or other method

(e.g., electronic mail).The contractor’s analysts must have a diverse mix of experience with PfM activities and PfM implementation within the private sector and within the Department of Defense, either individually or collectively.

4.1. Task 1, TRRP Step 1: Data Collection / Data Mining

The contractor shall conduct data collection and data mining that includes qualitative and quantitative data to facilitate analysis and identification of Service-level systemic trends across the doctrine, organization, training, materiel, leadership and education, personnel, and facilities (DOTMLPF) spectrum. The contractor will keep the

Contracting Officer’s Representative (COR) apprised of data collection and data mining progress within the monthly status report (see 7.3). The MAGTFTC liaison will provide weekly inputs to the COR (see 4.1.4). The contractor shall have documented experience with large datasets, Visual Basic Application (VBA), Structured Query Language

(SQL) databases and related languages to support data integration, analysis, data visualization, display techniques and reporting. The contractor shall possess an advanced proficiency in Microsoft (MS) Excel including advanced features (formulas, data filters, macros, pivot tables, Vertical Lookup (VLOOKUP), graphing, data connections, and automation using macros and VBA, and other MS Excel data management advance formulas). The contractor shall:

4.1.1. Mine unit after action reports (AAR) published by Marine Corps Center for Lessons Learned (MCCLL) in order to identify Service-level systemic trends, training gaps, and best practices.

4.1.2. Review and conduct data collection from the Joint Lessons Leaned System (JLLIS), Tactical Training

Exercise Control Group (TTECG) Best Practices site, as well as other TECOM MSC SharePoint sites.

4.1.3. Conduct data collection and data mining in the Marine Corps Training Information Management System

(MCTIMS), Total Force Data Warehouse (TFSD), Marine Corps Total Force System (MCTFS) and other Service-authoritative data sources associated with MCCRE, SLTE and T&E Programs.

4.1.4. (MAGTFTC Liaison) Conduct data collection of SLTEs to include the Marine Corps Tactics and Operations

Group (MCTOG), Marine Corps Logistics Operations Group (MCLOG), Mountain Warfare Training Center

(MWTC) and provide weekly inputs to the COR.

4.2. Task 2, TRRP Step 2: Data Analysis

The contractor shall provide the rigor required in the analysis of Service Performance Management activities. The contractor shall action negative trends by leveraging advanced data analytics; and ORSA-centric tasks including, but not limited to, predictive modeling, simulation, text mining, Machine Learning, Artificial Intelligence, and design of experiments. The contractor will keep the COR apprised of data analysis progress within the monthly status report

(see 7.3). The contractor shall also provide the COR updates and reports identified in paragraphs 4.2.4 and 4.2.5.

The contractor's analysts must conduct analysis using data (quantitative or qualitative) and appropriate methodologies to address specific assessment focus areas. This includes the ability to develop sound analytic about:blank https://vce.tecom.usmc.mil/genstaff/g3/dashboard/Excel%20library/TECOM_DMDRS_GUIDANCE.pdf frameworks and associated analytic methodologies/techniques for addressing both structured and unstructured problems, and to consistently produce high quality analysis. The contractor shall:

4.2.1. Conduct analysis to identify and compile Service-level systemic trends and best practices of SLTE and

MCCRE, to include unit compliance.

4.2.2. Maintain a PM&A MCCRE trends database for Training and Readiness (T&R) performance, unit compliance, and Performance Evaluation Check List (PECL) analysis.

4.2.3. Align gaps with T&R standards and load data into the MCTIMS Pre-deployment Training Plan Toolkit module to support future trend analysis.

4.2.4. Maintain the Trends Aggregation Tool and provide semi-annual updates to the COR.

4.2.5. Produce monthly Recommended Trend Info Papers for introduction of systemic trends into TRRP Working

Group (WG) and to provide Situational Awareness to members of the various TECOM Battle Rhythm events.

4.3. Task 3, TRRP Step 3: Corrective Action

The contractor shall execute the TECOM TRRP via the Quarterly TRRP WG in order to present course of action

(COA) recommendations to the command and action negative Service-level systemic trends. The contractor will keep the COR apprised of pre-TRRP WG progress within the monthly status report (see 7.3). Following each TRRP

WG, the contractor shall provide COA recommendations and other TRRP WG products identified in paragraph

4.3.5. The contractor shall:

4.3.1. Plan and prepare for the TRRP WG (setup/tear-down and develop materials, visual aids [visual aids will be produced from Microsoft Suite software such as PowerPoint presentation, Excel graphs, Word documents] etc.).

4.3.2. Present recommended COAs and facilitate/lead discussions with TRRP WG members. TRRP WG members customarily rank from military O-3 through O-6 and government civilian GS12-GS15.

4.3.3. Coordinate with MAGTFTC and its Major Subordinate Elements (MSE) as well as other TECOM MSCs to validate Service-level systemic trends and support TECOM TRRP efforts and initiatives.

4.3.4. Coordinate work with analysts from…