M00264-20-R-0012 Amendment 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 to:

1. Revise PWS based upon Questions and Answ ers, changes highlighted in yellow .

2. Attach Questions and Answ ers documentation to RFP

3. FAR 52.212-1 Instructions to Offeror is included but no changes w as made.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 26

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

16C. DATE SIGNED

BY 20-Jul-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 M0026420R0012

X 9B. DATED (SEE ITEM 11)

30-Jun-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

20-Jul-2020

CODE

MCINCR - RCO

2010 HENDERSON RD

TOMMY SESSION

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:

M0026420R0012

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 30 - BLOCK 14 CONTINUATION PAGE

The following have been added by full text:

Q&A GOVERNMENT RESPONSE

Question No.

Solicitation Section Comment/Question Answers

SF 1449

PWS

1 1.2, 3.1 Paragraph 1.2 states "site visits may be required

[to each command] to determine areas of deficiencies to suggest corrections…".

Paragraph 3.1 states "Local and non-local travel is required…" What is the expected level of travel to each command, and should travel be priced separately in the pricing template?

The Government has removed all references to travel. This requirement doesn't require any travel.

2 3.1 Given the uncertainty in environmental conditions, in order reduce risk in execution, will the Government allow the offsite use of Government computers operating on the MCEN and in adherence of established data protection policies and precedence?

The Government will consider authorizing the use of government computers offsite based on environmental conditions, operational requirements, network and data security, and operational risk management.

3 4.1 Paragraph 4.1. implies the Government anticipates three dedicated FTEs for Task 1 support. For Task 1, does the Government consider three FTEs the maximum or minimum expected support requirement?

The Government doesn't determine the number of FTEs required for task completion.

4 4.1 Paragraph 4.1. implies the Government anticipates three dedicated FTEs for Task 1 support. If so, is a matrixed organization in support of Task 1 with the minimum equivalent of three FTEs acceptable if this technical approach reduces risk to execution, presents increased value to the Government, and adheres to Government requirements necessary for daily coordination with the PM Section head?

The Government doesn't determine the number of FTEs required for task completion.

5 13.1 Transition-In section implies an incumbent contractor is currently performing the work.

Can the Government please provide the incumbent contractor name and associated contract number and contract dollar value?

The incumbent is Claxton Logistic Services, LLC, M00264-17-A- 0005/M00264-19-F-0367, $492,715.20

6 Can the Government please provide number of Full time Equivalents (FTE’S) for Task1&Task2 for this Contract?

The Government doesn't determine the number of FTEs required for task completion.

7 Can the Government please provide number of hours for this contract?

The Government has provided additional information in PWS section 3.1

8 Can the Government Please provide Labour Categories for the Task 1& Task 2

The Government doesn't determine the labor category required for task completion

9 Section 3, The PWS states:

3.1. Work Locations. Services will be

performed at Government facilities. Primary location of Government facility will be Manpower & Reserve Affairs, James Wesley Marsh Bldg. 3280 Russell Rd, Quantico, VA.

22134. Co- location in Government spaces is required for daily coordination and interaction with the PM Section Head in the performance of this requirement. Requirements identified in this PWS, require access to recruiting tracking data, student tracking data, medical tracking data, and other personal tracking data available through government network systems (4.1.), available only at the Government site We understand that space is very limited at the James Wesley Marchs Bldg. and with further space limitations have been imposed as a result of COVID-19. It will be challenging to provides more than a few office locations in that building.

1 Is the Government open to utilizing space in other commercial buildings adjacent rot Quantico that can provide secure access to manpower databases?

2. Is the Government open to considering technological solutions when can provide secure access to manpower databases utilizing Govt. laptops and remote access from other locations?

3 How does COVID space limitations affect the overall level of effort on this contract?

The government will consider authorizing the use of government computers offsite based on environmental conditions, operational requirements, network and data security, and operational risk management. 1. Yes, 2.

Yes, 3. All personnel working within the Marsh Building are adhering to the Manpower & Reserve Affairs 'Return to Normal' Letter of Instruction and MCB Quantico conditions-based operational guidance.

10 Section 4.1, The PWS states:

This contract is focused on three primary areas for analysis and therefore requires support from three different contract support personnel able to analyze all aspects of the contract but to also have a unique qualification and an in-depth understanding of their specific field of interest.

1. Does this comment refer to just Task 1 ore to both Task 1 and Task2.

2. To be clear, what are the three areas of analysis requiring separate expertise?

1. This comment refers to both Task 1 and Task 2.

2. Areas of in-depth knowledge and expertise to support analysis include Accessions (Recruiting operations and processes, OccField qualifications, Entry Level Training pipelines, first duty station assignment, etc...); Career Management (OccField roadmaps, follow-on assignments, retention of careerest Marines, etc...)

and Data Analysis Expertise (understanding and applying analytical tools to turn moutains of data into relevant information that assists in assessing the impacts and degree of success of integration).

11 Section 13.1, Page

The PWS states:

The Contractor shall deliver a draft Transition- In Plan at the time of proposal.

1. Should this document be provided as a separate document or as an Appendix to the technical volume?

2. If submitted with the technical volume, is it exempt from page count requirements?

1. As stated in PWS section 13.1 the Government does expect a transition plan. A separate document or appendix is acceptable.

2. The draft transition in plan is not exempt from the page count.

RFP

12 5.3 Paragraph 1.2 states "site visits may be required [to each command] to determine areas of deficiencies to suggest corrections…".

Paragraph 3.1 states "Local and non-local travel is required…" Will the Government add a CLIN to the Price Volume that either includes a travel estimate by location or a Not-To-Exceed Travel CLIN with specified ceiling?

The Government has removed all references to travel. This requirement doesn't require any travel.

13 Section

4.1.2 Page

13 Section

4.1.3 Page

14 Section

4.2 Section

The PWS requires analytical capability to analyze to facilitate talent management and production management. These processes access vast amounts of data. Does the government anticipate the successful bidder to bring new analytical tools and data structures beyond SQL, Tableau and RStudio based on USMC approved analytics platforms to provide advanced analytical tools for decision support and data visualization?

The Government is not requiring bidders to propose new analytical tools and data structure beyond what is listed in the

PWS.

14 Section 52.217-8

This section reads “The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months.”. Should this be “shall not exceed 60 months,” in accordance with Section 52.217-9?

The Government has included FAR Clause 52.217-8, The clause is stated correctly, see https://www.acquisition.go v/browse/index/far for reference.

General 15 Can the Government please provide Incumbent

Name and Incumbent Contract value, if they are at liberty to provide?

The incumbent is Claxton Logistic Services, LLC, M00264-17-A- 0005/M00264-19-F-0367, $492,715.20

SECTION SF 1449 - CONTINUATION SHEET

The following have been modified:

52.212-1 ADDENDUM

52.212-1 ADDENDUM – INSTRUCTIONS TO OFFERORS -- COMMERCIAL ITEMS

NOTE: This effort is set aside for Service-Disabled Veteran-Owned Small Business concerns with a NAICS code of 541611.

1.0 Overview

1.1 The purpose of this requirement is “Street-to-Fleet” tracking consistent with Marine Corps personnel talent management objectives. This encompasses management of the officer and enlisted initial accession training processes from initial accession through indoctrination training/school completion and PMOS awarding, using various tools, concepts, and methodologies. This enterprise focus will require linkages not only within the established training processes but across the myriad processes within the USMC personnel pipelines.

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

1.4 The Government intends to make a single award, containing Firm Fixed Price (FFP) CLINs for a base period of 12-months, with four 12 month option periods in accordance with FAR 52.217-9, Option to Extend the Term of the Contract and 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 13 July 2020 at 10:00 AM EST. All questions submitted for this solicitation must be electronically sent to the following e-mail addresses:

tommy.session@usmc.mil jamie.dufrene@usmc.mil

Please submit questions in the table format below via the question and answer excel spreadsheet provided as attachment # 2.

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 “Military Manpower Policy-Integration Research Analysis–

RFP M00264-20-R-0012”.

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 shall be submitted via e-mail for this solicitation. Proposals must be received no later than date/time as specified in Block 8 of the SF 1449. The Offeror’s proposal shall consist of three (3) separate volumes; Volume I – Business Volume, Volume II–Technical/Past Performance, and Volume III –Price Volume.

Offerors will submit separate electronic files as follows:

Volume I – Business Volume Volume II–Technical Volume II–Past Performance Volume III –Price

PLEASE NOTE: Only Electronic proposals will be accepted.

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.

In order to maximize efficiency and minimize the effort involved in the proposal evaluation process, all Offerors must comply with the following instructions for proposal format and content. Proposals that do not comply may be considered non-responsive and may render the proposal ineligible for award.

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.

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 font no smaller than 8 point TNR No photographs or hyperlinks are permitted; and Content should utilize Unlocked .doc, .pdf. xls, and .jpg formats.

5.0 Proposal Content

5.1 Volume I - Business Volume

The Offeror’s business volume shall not exceed 30 pages, which includes:

Cover Letter/Letter of Transmission – Should identify the solicitation number, corporate principal submitting the proposal, key points of contact within the firm who are authorized to bind the firm, (e.g. contracts, pricing, technical), and a summary of the material content (to include identifying all subcontractors)

Offer Letter – The Offer letter shall include the following:

The Solicitation number.

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

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.

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

Acknowledgment of Solicitation Amendments (if applicable).

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.

Identify any enclosures being transmitted.

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

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

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 – pertinent to the Offeror’s material organization and providing traceability from the Offeror’s proposal, 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.

5.2 Volume II – Technical/Past Performance Volume

The Offeror’s Technical/Past Performance volume shall not exceed 70 pages for Factors 1, 2, and 3 (combined) which includes:

Proposal Content Addressing:

Factor 1 - Technical Capability Factor 2 – Performance Execution & Management, o Work Breakdown Structure (WBS) – including supporting material including proposed labor categories and labor hours (shall reference the RFP/PWS)

Factor 3 – Past Performance ** Factors shall reference RFP/PWS

The Offeror shall address Factor 1 - Technical Capability, Factor 2 – Performance Execution & Management and shall not exceed 40 pages. The Technical Capability and Management Approach information shall include:

5.2.1 Factor 1 - Technical Capability: The Offeror must provide demonstrated knowledge and understanding of the technical and programmatic requirements outlined in the Performance Work Statement (PWS); ensuring their discussion is not a reiteration and acceptance of the requirements from the PWS but rather a clear articulation of their capability to provide continuous quality support to the Military Manpower Policy-Integration Branch (MPO-I) requirement. The discussion must provide the evaluation panel with sufficient confidence that the Offeror has the capacity to support the identified MPO-I 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 objectives without any interruption in research analysis.

5.2.2 Factor 2 – Performance Execution and Management: The Offeror must provide a demonstrated management approach suitable to respond to the types of requirements delineated in the Performance Work Statement (PWS), consistent with their technical approach. The discussion must provide a comprehensive approach to managing contract performance-based work requirements; assurance of consistent quality of performance and the capacity for handling matters of staffing and resource balancing; and ensuring complementary roles between the contractor’s managers and government staff.

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 address Factor 3 – Past Performance. Shall not exceed 30 pages. The factor includes:

5.2.3 Factor 3 - Past Performance

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 Performance Information Form” (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.

Any Offeror that submits any contract reference that is not relevant will receive a “Not Relevant” rating for that contract reference in Past Performance. Any Offeror indicating that they have no “Past Performance” will receive a “Neutral” rating for Past Performance.

5.3 Volume III – Price

The Offeror shall address Factor 4 – Price. Shall not exceed 20 pages. The factor includes:

5.3.1 Factor 4 - Price

The Offeror’s price volume shall not exceed 20 pages, SF1449, and Price Offer corresponding to SCHEDULE OF SUPPLIES/SERVICES (included in the page count); Contract Line Item Number (CLIN) structure and supporting materials. The Price Offer should reflect the Offeror’s best pricing available. Pricing information shall not appear anywhere in the Technical Volume.

In addition to filling out the CLIN schedule, Offerors shall complete and submit the attached Excel pricing template, Attachment # 3.

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

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

5.3.1.2. 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. Pricing shall not exceed the hundredths decimal place (two decimal points).

5.3.1.3 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.

5.3.1.4. Price Information. The total evaluated price will consist of the proposed price for the base period, and four

(4) option periods. Pricing will be incorporated into Schedule of Supplies/Services of the SF 1449 upon contract award.

Information beyond that required by this instruction shall not be submitted, unless you consider it essential to document. All information relating to the proposed price, 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)

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

FOR

MILITARY MANPOWER POLICY - INTEGRATION RESEARCH ANALYSIS

1. Background

1.1. The Military Manpower Policy – Integration (MPO-I) Branch provides a description of the organization and processes that constitute the interactions from recruiting through the separation/retirement of Marines. This branch monitors a complex chain of processes for individual Marines that spans the responsibilities of Marine Corps Recruiting Command (MCRC), Manpower and Reserve Affairs (M&RA), Combat Development and Integration (CD&I), Training and Education Command (TECOM), Installations and Logistics (I&L), Plans Policies and Operations (PP&O), the Marine Corps Operating Forces (OPFOR), and Navy Bureau of Medicine (BUMED) as it relates to monitoring Marine Corps Integration efforts and reporting on the results to Secretary of Defense (SECDEF) and the United States Congress. It encompasses manpower planning, recruitment, Military Occupational Specialty (MOS) classification, and Primary Military Occupational Specialty (PMOS) training, concluding with qualified Marines available for assignment to an available billet in a previously restricted billet within a previously restricted unit. As the poolee flows through the various pipelines in becoming a Marine, accession data is required to be collected that often requires cooperation between multiple organizations to provide the appropriate level of monitoring and reporting. Since no one organization owns the entire process and each organization is governed by various rules, regulations, orders and directives, a system of data collection methods and reporting has been codified with established lines of communications to ensure the processes are mutually supporting for data collection efforts from accessions to the end of enlistment/contract for each Marine who serve in a previously restricted MOS.

Tracking a Marine’s individual progression by monitoring key data elements made available within the Marine Corps Manpower Reporting Systems will assist the Marine Corps in developing a better understanding of career progression by mapping pathways that inform talent managers in making timely and career broadening decisions.

1.2. In order to benchmark the Marine Corps progress with integration of females into previously restricted PMOSs and units, DC M&RA manages personnel production across the Marine Corps Human Resource Supply Chain (HRSC). To accomplish this, the Marine Corps requires functional analytical support to gain a deeper understanding of process and procedures for receiving, in-processing, managing, and tracking Marines from accession through to a re-enlistment {First Term Alignment Plan (FTAP) / Subsequent Term Alignment Plan (STAP)} to help identify and assist with Talent Management issues as it relates to our integration efforts. Each command operates under uniquely defined rules, regulations, policies and directives; site visits may be required to determine areas of deficiencies to suggest corrections which will assist in better tracking and monitoring practices used by Marine Corps Formal Learning Centers (FLCs) and follow-on organizations.

1.3. This Performance Work Statement (PWS) addresses Business Process Improvement (BPI) by specifically identifying continuing requirements for effective management, production processes, Human Development Resource Planning and Implementation methodologies in order to provide support to DC M&RA Personnel Production Management (PPM) requirements in developing a common integrated process for the planning, sourcing, training, and managing Personnel from recruitment to unit assignment to end of Contract/enlistment.

2. Scope of Work. The focus of this requirement is “Street-to-Fleet” tracking consistent with Marine Corps personnel talent management objectives. This encompasses tracking and analysis of officer and enlisted initial accession training processes from initial accession through indoctrination training/school completion and PMOS awarding, using various manpower management information systems, software tools, concepts, and methodologies.

This enterprise focus will require linkages not only within the established training processes but across the myriad processes within the USMC personnel pipelines.

2.1. The Contractor will provide high-level process management support to M&RA Senior Leadership while providing a consistent program oversight and interpretation of established metrics/measurements. The foundation for a lasting integration effort within the Marine Corps is a disciplined approached and systematic management of the process that delivers qualified Marines who are able to compete equally with peers by actively monitoring career progression milestones, promotion rates, and re-enlistment opportunities within their PMOS.

2.2. Despite the scale of disassociated functions and tasks required to be monitored and to properly track Marine Corps integration efforts which facilitate reporting requirements to DOD and Congress, the Contractor will reinforce tracking metrics required to be monitored with subordinate and adjacent staffs that include: MCRC, TECOM, CD&I, I&L, PP&O, Programs & Resources (P&R), and Marine Forces (MARFORs).

3. General Requirements

3.1. Work Locations & Hours.

Services will be performed at Government facilities. Primary location of Government facility will be Manpower & Reserve Affairs, James Wesley Marsh Bldg. 3280 Russell Rd, Quantico, VA. 22134. Co-location in Government spaces is required for daily coordination and interaction with the PM Section Head in the performance of this requirement. Requirements identified in this PWS, require access to recruiting tracking data, student tracking data, medical tracking data, and other personal tracking data available through government network systems (4.1.), available only at the Government site. The Contractor will not have direct access to the systems/sources of the tracking data and other information offsite, access to the information must be performed at the government facility/site specified within the contract. Contractor facilities will not be used to access, store, or analyze information obtained under this contract.

The contractor will be required to provide continued support during the Governments eight (8) hour work day. The Governments CORE hours of operation is 0900 to 1530 local time, Monday thru Friday except for Federal holidays.

The Contractor shall conduct business as necessary to meet the requirements of this PWS. The contractor may be required to adjust its work schedules to accommodate work requirements.

The Government observes and the contractor may not have access to federal work space or the COR on the following legal holidays and any other day determined to be a holiday by the President of the United States and Public Law:

New Year’s Day Martin Luther King’s Birthday Presidents’ Day Memorial Day Independence Day Labor Day Columbus Day Veteran’s Day Thanksgiving Day Christmas Day

In accordance with Public Law observance of Inauguration Day only applies to the Washington D.C., Maryland and Virginia area.

3.2. Security

3.2.1. The Contractor will not require direct access to any secure data systems or materials in support of this requirement. The information provided to the Contractor will be unclassified and/or sensitive unclassified information. The Contractor is not required or expected to have a Facility Clearance and Contractor personnel supporting this effort are not required to possess Personnel Clearance Levels.

3.2.2. Contractor employees performing on this contract will require Common Access Cards (CACs) in order to perform their job function and must be eligible for CAC card issue prior to award. In accordance with Headquarters, United States Marine Corps issued guidance relative to Homeland Security Presidential Directive – 12 (HSPD-12), all personnel must meet eligibility criteria to be issued a CAC. In order to meet the eligibility criteria, all contractor employees must be accurately populated in the Joint Personnel Adjudication System (JPAS) under their respective CAGE Code. Each contractor employee’s JPAS record must also reflect a favorably adjudicated Personnel Security Investigation (PSI) or (at a minimum) that a PSI has been submitted and accepted (opened). If a contractor employee’s open investigation closes and is not favorably adjudicated, the CAC must be immediately surrendered/retrieved and revoked. Facility Security Officers are responsible for notifying the TECOM Security Director if any contractor performing on this contract receives an unfavorable adjudication after being issued a CAC. Contractor CACs are issued with a “ctr.usmc.mil” e-mail account that the individual contractor is responsible to keep active by logging in on a regular basis (at least twice a month), sending an e-mail and clearing any unneeded e-mails. Contractors are prohibited from “auto-forwarding” their .mil e-mail account to their .com or any other e-mail/item account. Common Access Cards (CACs) will only be issued to those contractors supporting this contract that have been authorized by the COR. The COR will only authorize CACs for those contractors that meet current Homeland Security Presidential Directive – 12 (HSPD-12) criteria and have a definitive requirement. CACs are not issued for convenience.

3.2.3. Contractor personnel performing on this contract must meet all Marine Corps Network Operations and System Center’s (MCNOSC) certification requirements to request a contractor e-mail account within 10-days of the contract award.

3.2.4. Contractor personnel must be able to obtain a contractor e-mail with access to the Marine Corps Enterprise Network (MCEN) within 45-days of contract award.

3.2.5. The Contractor must receive authorization from the Marine Corps Enterprise Network (MCEN) to operate required software or hardware needed to accomplish the requirements based on the scope of this contract.

3.3. Performance Standards

3.3.1. The Contractor will provide the necessary resources and infrastructure to manage and administer this contract and to facilitate communications between M&RA leadership and stakeholders involved in this effort. This includes establishing lines of authority, administrative processes, and internal protocols to ensure the efficiency and effectiveness of the program efforts. The Contractor will identify a Project Lead, who will coordinate with the Contracting Officer’s Representative (COR) and Government principals. The name of this person must be designated in writing to the COR, within ten (10) business days from date of award. The Project Lead should have full authority to act for the Contractor on all contract matters relating to this requirement. At all times, the Contractor will be responsible for the actions of its teaming partners and subcontractors. The Contractor must notify the COR of the use of any subcontractors. At no time will any information be subcontracted, farmed, reviewed, analyzed, or processed by any company owned or operated by a foreign nation, or by personal that are foreign nationals. All labor is to be performed by U.S. owned and operated contractors and their subcontractors must also be U.S. owned and operated.

3.4. Government Responsibilities and Interface.

3.4.1. The COR will have technical oversight and will execute responsibilities related to performance, deliverables acceptance, invoice certification, and coordination of work effort. The Regional Contracting Office (RCO) Procuring Contracting Officer (PCO) will interface with the Contractor’s representative on administration issues.

3.4.2. Only the Contracting Officer has the authority to authorize deviations from the terms and conditions of this contract, including deviations from specifications and requirements. In the event the Contractor does deviate, without written approval of the Contracting Officer, such deviations will be at the risk of, and any cost related thereto will be borne by, the contractor. Any matter concerning a change to the scope, prices, terms, or conditions of this contract must be referred to the Contracting Officer.

3.4.3. The Government will neither supervise contractor employees nor control the overall methodology by which the Contractor performs the required tasks. Under no circumstances will the Government assign tasks to, or prepare work schedules for, individual contractor employees. If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it will be the Contractor’s responsibility to immediately notify the PCO.

3.5. Technical Performance Quality. The Contractor will be responsible for establishing a staff complement capable of handling the responsibilities of contract execution and coordination of team resources. The Contractor will be responsible for staffing, competency training, guidance, and supervision of qualified personnel performing on this effort. The Contractor will develop, implement, and maintain a management capability that facilitates effective performance in consonance with the criteria established in the Quality Assurance Surveillance Plan (QASP).

Technical cognizance over performance remains with the prime Contractor at all times. The prime Contractor is responsible for all assigned resources, performance quality (e.g., QASP compliance), and deliverables associated with this requirement.

3.6. Applicable References. The Contractor will use the below references as a guide to the extent necessary to accomplish the tasks as stated in this PWS. If during the execution of the contract the government uncovers the need for additional references or changes to cited references, the government will provide them to the contractor:

Marine Corps Orders (MCO)

• MCO 1300.8 Marine Corps Personnel Assignment Policy

• MCO 1510.32F Recruit Training

• MCO 5311.1E Total Force Structure Process

• MCO 3500.28 Marine Corps Unit Cohesion Program SOP W/ ERRATUM

• MCO 1200.17E Military Occupational Specialties (MOS) Manual

• MCIIP FROG04 Marine Corps Force Integration Implementation Plan 16 December 2015

• MCEN PII v2.0 United States Marine Corps Enterprise Cyber Directive 011 Personally

Identifiable Information Version 2.0, of 30 November 2011

Training and Readiness (T&R) Manual

• MCM w/CH2-3 Marine Corps Manual Administrative Review

• MCO 1130.51F Medical Remedial Enlisted Program (MREP)

• MCO 6100.13 Marine Corps Physical Fitness Program

• MCO 6110.3 w/CH1 Marine Corps Body Composition and Military Appearance Program

• MCRP 3-02A Marine Physical Readiness Training for Combat

• MCO 1001R.1K Marine Corps Reserve Administrative Management Manual (MCRAMM)

• MCO 1130.53R Enlisted Incentive Programs

• MCO P5720.75 SOP for MCRC Marketing

• MCO 5000.12E Marine Corps Policy Concerning Pregnancy and Parenthood

Higher Headquarters Orders and Directives

• DODI 1215.06 Uniform Reserve, Training and Retirement Categories for the Reserve

Component

• DODI 1308.3 DoD Physical Fitness and Body Fat Program Procedures 5 Nov 2002

• DODI 3216.02, Protection of Human Subjects and Adherence to Ethical Standards in DoD- Supported Research, November 8, 2011

• DOD Dir 1200.7 Screening the Ready Reserve 21 Nov 2003

• DOD Dir 5400.11 Department of Defense Privacy Program (Oct 29, 2014)

• DOD Dir 5400.11-R Department of Defense Privacy Program (May 14, 2007)

• DOD Memo Guidance on Protecting Personally Identifiable Information (PII), of 18 August

• SECNAV M 5210.1 Department of the Navy Records Management Manual

• SECDEF Memo 3 Dec 2015 Implementation Guidance for the full Integration of Women in the

Armed Forces

• NDAA 2017 Section 593: Annual Report to Congress on Service Integration Efforts

• Document Privacy Act of 1974, Public Law 93-579, as amended

• Document Freedom of Information Act, 5 U.S.C. §552, as amended

Manuals

• FM 21-20 Physical Fitness Training

• FMFRP 12-82 Structuring the Marine Corps for the 1980’s and the 1990’s

• MCWP 3-15.7 Static Line Parachuting Techniques and Training

DoN Instructions and Policy Manuals

• SECNAVINST 1300.12D Assignment of Women in the Navy

• SECNAVINST 3900.39E w/CH-1 Human Research Protection Program

• SECNAVINST 5211.5E Department of Navy Privacy Program (December 28, 2005)

• OPNAVINST 1300.15A Navy Military Personnel Assignment Policy

• OPNAVINST 1300.17B Assignment of Women in the Navy

• MILPERSMAN 1306-983 Medical Deep Sea Diving/Fleet Marine Force Reconnaissance Corpsman Programs

• MILPERSMAN 1320-180 Temporary Duty Assignment of Women to Ships and Squadrons

• Document MOAs/Personnel Exchange Program (PEP) Agreements

• Document Individual Augmentation (NAVADMINS) guidance

• Document MMEA Policy Letter 004-08 Submission of Requests for Primary

Occupational Specialty (PMOS) Reclassification

3.7. Data Protection. The Contractor will be required to comply with applicable Human Research Protection Program policy guidelines and directives in support of this requirement including, but not limited to, Defense Federal Acquisition Regulation Supplement (DFARS) section 252.235-7004.

3.7.1. The Contractor is informed and acknowledges that criminal penalties under section 1106(a) of the Social Security Act (42 USC 1306(a)), including possible imprisonment, may apply with respect to any disclosure of information in the file(s) that is inconsistent with the terms of the agreement. The Contractor further acknowledges that criminal penalties under the Privacy Act (5 USC 552a(I)(3), as amended) may apply if USMC determines the Contractor, or any individual employed or affiliated therewith, knowingly and willfully obtained the file(s) or distributed information under false pretenses.

3.7.2. The Contractor will generate, collect, distribute and manage records in accordance with the Privacy Act of 1974 (PL93-79), as amended, at all times. The Contractor will ensure compliance with references (a) through (j) as they pertain to non-Governmental holders or users of the data.

3.7.3. The data may be used only for the purposes defined in projects or scientific analyst support approved by the Marine Corps. The data may be used only by personnel authorized to maintain, participate and assist in Contractor efforts that have been approved by the Marine Corps including DOD civilian/military personnel, Contractor employees or Contractors working on Contractor projects under this effort. The Contractor will ensure strict compliance with the DFARS requirements set forth in 252.235-7004 to submit all research protocols and exemption determinations for review and approval by a designated DOD Human Research Protection Official (HRPO).

4. Specific Services to be Provided

4.1. Task 1: Analysis and validation of requirements. The Contractor will assist in the gathering, analysis, and validation of requirements by coordinating resources and providing production oversight within the scope of integration efforts. This effort includes, but is not limited to, tracking the flow of Marines through various pipelines to the Operating Forces and then following an individual’s career progression from unit, B-billet, career progression schools, promotion, injury rates, discipline issues, and finally departure from the Marine Corps. The Contractor will provide a Marine Corps Integration Implementation Plan (MCIIP) Monthly Update assessment report of previously restricted PMOS production; enlisted Marines in a previously restricted MOS; and by unit assigned snapshot that details integration efforts which is to be delivered to the COR and the Section Head on a monthly basis in electronic format. This contract is focused on three primary areas for analysis and therefore requires support from three different contract support personnel able to analyze all aspects of the contract but to also have a unique qualification and an in-depth understanding of their specific field of interest. Distribution of findings or deliverables under this contract are restricted to authorized Government personnel who exercise control of this contract. The contractor has no rights to the information obtained, learned, or discovered within this study and will not distribute, in parts or as a whole, any of the information through any verbal communications or other published forms outside the scope of this contract except to the government office exercising control over this contract. The contractor, having no legal rights to the information obtained, learned, or discovered within this study, will not summarize information in any verbal communications or other published forms except to the government office exercising control of this contract. The Government will maintain exclusive rights, at all times, to the information that was obtained, learned, or discovered by the contractor and may choose to use, publish or distribute the information royalty-free, without restriction, in perpetuity, as a whole or in parts, for any purpose.

Contractor support may include human subject research. The Contractor will take appropriate administrative, training, technical, and physical safeguards to ensure the security of the records and prevent compromise or misuse of Personally Identifiable Information (PII) and Protected Health Information (PHI)/ electronic Protected Health Information (e-PHI). Only such information as is relevant and necessary to accomplish this requirement will be collected, used, or maintained.