M00264-23-R-0008 Amendment 1.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

This amendment is to incorporate responses to questions received from offerors regarding the RFP, incorporate changes to the RFP and extend solicitation due date.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 59

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

16C. DATE SIGNED

BY 28-Jun-2023

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 M0026423R0008

X 9B. DATED (SEE ITEM 11)

05-Jun-2023

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

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

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

28-Jun-2023

CODE

MCINCR - RCO

2010 HENDERSON RD

EDGAR LOPEZ-JIMENEZ

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:

M0026423R0008

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:

QUESTIONS AND ANSWERS

Solicitation Reference Question Government Response

52.212-1 Addendum section 2.5.1 Small

Business Participation

Plan

“It states that “The Offeror’s proposed Minimum

Quantitative Requirement (MQR) for small business participation shall be provided in terms of percentage of total contract dollars (i.e., the maximum amount for this IDIQ contract, which is identified as $52,318,986) and total dollars of total evaluated price (as identified in RFP

Attachment 3) for small business, veteran owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns as the prime and/or subcontractors, and their contributions to meeting overall DOD small business goals. If the offeror is a small or otherwise disadvantaged business their own participation counts toward this requirement.” Is the Government asking for price information to be included in Volume 4 Small

Business Participation Plan? Normally price information is only provided in the Price Volume

(Volume 5) and is not allowed to be viewed in other volumes of the RFP. Please clarify.

Yes, the Offeror shall provide the pertinent pricing information for the small business participation plan under

Volume 4 Factor 3 Small Business

Participation Plan. The pricing information included in the Volume will only be accessible by the respective Government officials working on the evaluation of this factor.

52.212-1 Addendum section 2.1 Proposal

Format

The Offeror is encouraged to incorporate graphics, figures, and exhibits as attachments to the volume. If included within the volume text, it will count in the overall page count of the volume. Attachments will not impact the page count limitations.

Question: Do the table of contents, list of exhibits and acronyms count in the overall page count of the volume?

Table of contents, list of exhibits and acronyms does NOT count in the overall page count of the volume.

Please do not put page numbers on these.

SF1449 Block 27a The RITA 3.0 Solicitation includes 52.212-1.

52.212-4 for this commercial acquisition. As such, please confirm 27a should be checked.

This is a commercial acquisition and box 27a applies.

CLIN 0006 Per PWS 5.6 on page 17, Deliverable 6 includes both 5.6.2, Study Review Board Out-Brief, and

5.6.1, Annual Kickoff Briefing. Should the CLIN description on page 5 be adjusted to read, "Planning and Coordination Support (Annual

Kickoff Briefing and Study Review Board Out-

Brief)?

No changes needed to the title used on

CLIN 0006. The CLIN is titled

"Planning and Coordination Support".

The CLIN description has been modified by removing the "(Study

Review Board)" reference. Annual

Kickoff Briefing and Study Review

Board Out-Brief are deliverables within the task.

52.216-1 Type of

Contract

52.216-1 Type of Contract, states "firm fixed price IDIQ," however, page 49 states, "The

Government intends to award a hybrid single award Indefinite Delivery-Indefinite Quantity

(IDIQ) contract consisting of Firm Fixed Price

(FFP) Contract Line Item Numbers (CLINs) for service requirements and Cost Reimbursement

CLINs for Government-directed travel expenses."

Is it the governments intent that both references should provide for a hybrid single award IDIQ?

This has been corrected. This effort is a hybrid IDIQ contract that includes Firm

Fixed Price and Cost Reimbursement

CLINs.

Attachment 3 - Pricing

Template

Does the Government want the Travel Handling

Factor from the "Total Evaluated Price" tab, Row

26? Or, does the Government want the total travel amounts on the "Total Evaluated Price" tab, Row 27?

The Attachment 3 pricing template provides the Travel NTE amount for the offerors to calculate the travel

Handling Factor based on that amount.

The Travel Handling Factor is a set amount (unit price) per travel dollar incurred. This means Travel NTE *

Travel Handling Factor = Total Travel

Handling Factor proposed.

The total travel cost used for the Total

Evaluated Price includes the Travel

NTE and the travel handling factor in $ applied to the NTE amount provided in the attachment. Travel NTE + Total

Travel Handling Factor = Total Travel proposed.

PWS section 3.3.2 PWS Section 3.3.3 states "The Contractor shall be responsible for ensuring all contract personnel are

U.S. citizens and possess an in-scope, per current

Department of Defense (DoD), 6-year reinvestigation requirement, favorable, Single

Scope Background Investigation / T5 investigation (to include Special Background

Periodic Reinvestigation (SBPR), Phased

Periodic Reinvestigation (PPR) or T5R), or currently enrolled in the DoD Continuous

Evaluation / Continuous Vetting program, adjudicated for Sensitive Compartmented

Information eligibility by the DoD Central

Adjudication Facility without conditions, exceptions, or waivers at the time of award and prior to performance under this contract." This requirement seems to conflict with the security

Sections 3.6 and 3.9 of the PWS relates to the contractor NOT being required to have a Top Secret SCI facility to safeguard classified information and the Government will provide such capability. Section 3.6 of the PWS states the security clearance requirement for the Contractor's place of performance is at the SECRET

Level. It states that any contract performance requiring a clearance level above Secret level will be at the

Government facility located at 3300

Russell Rd., Quantico, Virginia.

Section 3.9 states the physical resources needed to safeguard information at the SECRET level.

clearance levels described in 3.3.6 and 3.3.9.

Please confirm the level of clearance required for personnel.

PWS section 3.3.6 For this requirement, place of performance at the

SECRET Level and below is at the contractor location addressed in the DD Form 254. The place of performance ABOVE the SECRET

Level is 3300 Russell Rd., Quantico, Virginia. At least some portion of the work is expected to take place at the SECRET and below level. This would appear to conflict with the 3.3.2 requirement for all personnel to have TS. Please confirm the level of clearance required for personnel.

This contract does not require all contractor personnel to be cleared at the

TS/SCI level. The contractor must comply with the security clearance requirements set at the Task order level for personnel assigned to support.

PWS section 3.3.2. has been updated.

PWS section 3.3.9 All identified Contractor personnel (in a non-critical sensitive capability position) providing support must be eligible for, have, and maintain an active secret clearance prior to commencing work on this contract. Identified contractor personnel will need to complete a DD Form 2875 for access to a government network or information system prior to reporting to work.

This section appears to direct all personnel to have a minimum of Secret which conflicts with

3.3.2. Please confirm the level of clearance

required for personnel.

This contract does not require all contractor personnel to be cleared at the

TS/SCI level. The contractor must comply with the security clearance requirements set at the Task order level.

All identified Contractor personnel (in a non-critical sensitive capability position) providing support must be eligible for, or have and maintain an active secret clearance prior to commencing work on this contract. The minimum requirement for MCEN is a

Sutability for Employment/T1 investigation. The minimum requirement for facility access is a

Secret Clearance/T3 investigation. The minimum requirement for TS/SCI access is identified in paragraph.

All contract personnel are required to sign a non-disclosure document prior to starting work on a task order.

Identified contractor personnel will need to complete a DD Form 2875 for access to a government network or information system prior to starting work.

PWS section 6.0

Levels of Complexity

Table

Low Complexity Definition, Data Complexity: -

Small data sets: Well documented sources, Handling of personally identifiable information

(PII) not required and Handling of unclassified information. Low complexity studies do not require classified material which seems to conflict with security section 3.3.2, 3.3.6, and

3.3.9. Please confirm or clarify that it will be

Levels of complexities defines the level of security clearance required for a given study. This contract consists of services from unclassified to TS/SCI.

PWS Section 3.2 has been modified to reflect this.

possible to have personnel without security clearances working on low complexity studies.

Task Order Award

Process/C.a.(4)

Evaluation Procedures.

For a given order, the selection procedures will be based on a best value basis, using the set unit prices on contract. Given that this is a single award, please explain the best value process on

TO selection.

Fair opportunity process per FAR 16.5 requires the best value determination of task orders. The best value process is determined upon agreement of task order requirements at the set prices on contract.

52.212-1

Addendum/2.2

Volume 1 Compliance

Documentation/2.2.2

As of April 2022, the USG stopped using the

DUNS Number to identify entities. Will the government accept a current DUNS report? If not, what other information is the offeror expected to provide, and in what format, to meet this requirement?

Entity Unique Identifier (EUI) shall be provided. The DUNS reference in bullet point on section 2.2.2 of 52.212-

1 Addendum has been modified to request the EUI instead of the DUNS.

In this section, the second bullet to last requires "A copy of the contractor’s

DUNS report (www.dnb.com) OR supporting documentation other than the DUNS report to demonstrate that the Offeror has adequate financial resources to perform the contract, or the ability to obtain them, as required in

FAR 9.104-1(a)". This section specifically requires the contractor to provide information to allow the

Government to determine compliance with FAR 9.104-1(a). If a DUNS report is not provided, it is upon the contractor to demonstrate compliance with this

FAR requirement.

52.212-1

Addendum/2.2

Volume 1 Compliance

Documentation/2.2.2

Please clarify how the offeror is to include all clauses and provisions requiring contractor completion in the offer letter?

Contractor shall complete all applicable fillable clauses included in the solicitation.

PWS section 5.6.2 The Government will execute Study Review

Boards three (2) times a year (February and

August). Please clarify the number of SRB's to be supported annually?

The Government will execute Study

Review Boards two (2) times a year on or about (February and August).

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 11-Jul-2023 12:00 PM to 18-Jul-2023 02:00 PM.

SUPPLIES OR SERVICES AND PRICES

CLIN 0006

The CLIN extended description has changed from:

According to PWS 5.6. Deliverable 6: Planning and Coordination Support Services (Study Review Board)

NOTE: Due to system limitations, "each" means "dollars." Task orders will be priced out so that each study has a

FFP.

To:

According to PWS 5.6. Deliverable 6: Planning and Coordination Support Services

NOTE: Due to system limitations, "each" means "dollars." Task orders will be priced out so that each study has a

FFP.

The following have been modified:

52.212-1 ADDENDUM

ADDENDUM TO INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS

ADDITIONAL INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

1.1 The Government intends to award a hybrid single award Indefinite Delivery-Indefinite Quantity (IDIQ) contract consisting of Firm Fixed Price (FFP) Contract Line Item Numbers (CLINs) for service requirements and Cost

Reimbursement CLINs for Government-directed travel expenses.

The contract awarded will have a 60-month ordering period. The contract will include FFP unit prices for each deliverable. These unit prices will be based upon the PWS criteria, timelines (delivery dates), and complexity levels when applicable. Task orders will also include delivery schedule milestones, which will be used to track progress of studies and to allow for prorated payment of the set unit price per deliverable (See Task Order Award Process section of the solicitation).

Each Offeror shall submit a proposal that clearly and concisely describes and defines the Offeror's response to the requirements of this solicitation. Use of general or vague statements such as "standard procedures will be used" will not satisfy this requirement. Unnecessary elaboration beyond that sufficient to present a complete and effective proposal are not desired and may be construed as an indication of the Offeror's lack of understanding. Elaborate artwork and expensive visual or other presentation aids are neither necessary, nor desired.

1.2 Offerors must submit an offer/proposal and other information in strict accordance with these instructions. Failure to do so may result in the Offeror's submission being determined as unacceptable and ineligible for award. Each Offeror’s submission will be screened by the Contracting Officer or a designee upon receipt to ensure compliance with the instructions contained in the Request for Proposal (RFP). Elimination of an

Offeror is at the sole discretion of the Contracting Officer.

1.3. Each Offeror must submit a proposal including information as delineated in the table below. The Government will evaluate each Offeror's understanding of the contract and Performance Work Statement requirements, and each

Offeror's ability to perform the work based on the proposal provided.

1.4. The Government reserves the right to incorporate all or part of the successful offeror's proposal into any contract awarded pursuant to this solicitation. In the event of any conflict between the successful offeror's proposal, which is incorporated into the contract awarded pursuant to this solicitation, and any other portion of the contract, the conflict shall be resolved in favor of the contractual terms are most advantageous to the Government, at the contracting officer’s sole discretion. Moreover, in the event that the successful offeror's proposal exceeds any solicitation requirement it will become the minimum or threshold contract requirement.

2. Instructions for Submission of Proposals

Proposals shall be submitted no later than the time and date stated in block 8 of the SF1449 Solicitation.

Offerors shall submit hard copies of the proposal (see table below for number of copies) and a compact disc (CD) with an electronic copy of the entire proposal. The CDs shall be labeled to indicate the Offeror’s name, the solicitation number, and the associated volume numbers. The files on the CD shall be in a format that is compatible with and capable of being opened in Microsoft Office Suite 2013 or Adobe Acrobat. The material presented in electronic format shall be identical to the paper copy of the proposal. In cases where the hard copy and the electronic copy of the proposal conflict, the hard copy shall take precedence. Pricing information shall be provided in Microsoft Word and Excel format (completed pricing template and basis of estimates). All spreadsheets shall be in Microsoft Excel format such that each mathematical equation is obvious. No fields shall be password protected. If files are compressed, the necessary decompression program, authorized to run on Government computers, must be included. All documents requiring signature shall be provided in PDF. To maximize efficiency and minimize the effort involved in the proposal evaluation process, all Offerors shall comply with the following instructions for proposal format and content. Proposals that do not comply with these instructions may render the Offeror ineligible for award.

The completion and submission of the offer (proposal) will be considered the offeror’s unconditional assent to the terms and conditions of this solicitation and any attachments and/or exhibits hereto. Alternate proposals are not authorized. An objection to any of the terms and conditions of the solicitation will constitute a deficiency (see FAR

15.001) which will make the offer ineligible for award.

Proposals will not be accepted via e-mail. Proposals shall be sent via public or private courier or hand delivered to the following address and must be received prior to the cutoff date/time to:

United States Marine Corps

Marine Corps Installations National Capital Region-Regional Contracting Office

ATTN: Edgar Lopez-Jimenez, Senior Contract Specialist

2010 Henderson Road

Quantico, VA 22134

When entering the Marine Corps Base, please be advised you must bring a non-expired, U.S. Government issued I.D and comply with all current base access requirements at https://www.quantico.marines.mil/Base-Access/

The Offeror shall provide one (1) hard copy and one (1) Compact Disk containing ALL proposal information in the following volumes:

VOLUME VOLUME TITLE HARD

COPIES

PAGE LIMIT COMPACT

DISK

1 Compliance Documentation 1 No Limit

2 Factor 1: Technical Approach 1 40 pages

3 Factor 2: Past Performance 1 15 pages https://www.quantico.marines.mil/Base-Access/

4 Factor 3: Small Business Participation Plan 1 10 pages

5 Factor 4: Price 1 No Limit

NOTE 1: The Offerors shall provide one (1) Hard Copy binder (or spiral bound format) with volumes separated by

Tabs. Hard copies are required since hard copy of the contract file is part of the MCI-NRC filing requirement procedures.

NOTE 2: RFP Attachments do NOT impact page count.

2.1 Proposal Format

To maximize efficiency and minimize the time for proposal evaluation, all Offerors must submit their proposals in accordance with the format and content specified. The Government does not require the proposal to be provided in a binder, instead the Offeror may provide the proposal volumes in a spiral bound format (specific to the 8.5 X 11 inch paper). The electronic proposal shall be prepared so that if an evaluator prints the proposal, it meets the same format requirements:

1. 8.5 x 11 inch paper

2. No less than single-spaced typed lines

3. At least 1 inch margins on all sides

4. No smaller than 12 point font, Times New Roman for text material. For graphics, figures and exhibits, contractor is allowed to the use of a minimum 10 point font. The Offeror is encouraged to incorporate graphics, figures, and exhibits as attachments to the volume. If included within the volume text, it will count in the overall page count of the volume. Attachments will not impact the page count limitations.

5. Single sided pages

6. Graphs, drawings and “Screen Shots” of pictures depicting an element(s) of the proposed approach must be clear and legible.

7. No photographs or hyperlinks are permitted.

2.2. Volume 1- Compliance Documentation

2.2.1. The Compliance Documentation shall be provided as a stand-alone volume. There is no page limit for this volume, however information included in this volume will not be considered in the technical evaluation.

2.2.2. Offer Letter- Include Offer letter with signed SF 1449, including all applicable solicitation addendums (only first 2 pages of the SF-1449 and all SF-30). Offer letter shall include:

• The Solicitation number.

• Company Information.

- CAGE, Entity Unique Identifier (EUI), Tax Identification Number (TIN), Phone numbers,

• Authorized Personnel (please provide name, position, phone number and email)

• Terms of any express warranty.

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

• Acknowledgment of Solicitation Amendments (if applicable).

• Agreement with terms.

• Identification of any enclosures being transmitted (e.g., completed forms as enclosures to the offeror letter).

• Length of proposal validity (no less than 180 days)

• The entire Standard Form (SF) 1449 (2 pages)

• Completed copy of all solicitation representations and certifications for prime and subcontractors.

- Representations and Certifications – Complete your representations and certifications in SAM. Ensure all representations and certifications included in this solicitation are completed in SAM. If any representations and certifications included in the solicitation are not available in SAM, submit your representations and certifications in Volume 1 in addition to certifying that all other representations and certifications

• Completed DD254 for Prime and Subcontractor. Only one DD-254 form shall be completed.

• A copy of the contractor’s DUNS report (www.dnb.com) OR supporting documentation other than the DUNS report to demonstrate that the Offeror has adequate financial resources to perform the contract, or the ability to obtain them, as required in FAR 9.104-1(a)

• All clauses and provisions requiring contractor completion.

2.2.3. Organizational Conflict of Interest (OCI) plan - The Offeror shall submit its OCI Mitigation Plan if applicable. If a plan is submitted, it shall address 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. The prime contractor must validate that no OCIs exist among Prime and proposed subcontractors. The prime is responsible for managing and validating the OCI status of its subcontractors.

2.2.4. DD254 Security Clearance form (Attachment 1). The Offeror shall demonstrate its ability to meet the security requirements of the solicitation and in accordance with the DD Form 254 (See RFP Attachment 1). Offeror shall meet the security clearance requirement of this effort at time of proposal submission. The 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 subcontractors meet security policies and regulations in accordance with the DD Form 254. The proposal must provide sufficient information for the Government to validate the proposed information. The Offeror shall provide specific information that indicates any Facility Clearance Level

(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 or concerns exist, the Offeror shall state so in the proposal. FCL and FOCI information shall include at least the following:

1. Company Name

2. Address and Zip Code

3. Commercial and Government Entity (CAGE) Code

4. Facility Security Clearance Level

5. Safeguarding Level

At time of proposal submission, the Offeror must comply with the required security clearance requirements in order to be eligible for award.

2.2.5. Subcontracting Plan: All Offerors classified as large businesses under the selected NAICS of this effort are required to submit a subcontracting plan articulating performance and execution of small business goals with their proposal. The subcontracting plan shall comply with FAR clause 52.219-9 and include the details listed at FAR subpart 19.704 - Subcontracting Plan Requirements.

2.3. Volume 2 – Factor 1 Technical Approach

2.3.1. The Technical Approach factor shall include information that describes the Offeror’s capability to conduct studies and research and its staffing plan. The proposed technical volume shall include all relevant supporting information required or specified in the Solicitation. This volume shall include a narrative delineating the offeror’s capability to conduct studies and research, and staffing plan considered by the contractors in its technical approach to meet or exceed the requirements of the PWS. The following information shall be provided:

2.3.1.1. Capability Narrative: This narrative shall describe the Offeror’s capability to conduct studies and research in the areas defined in the PWS. In other words, what is the company offering the Government.

The Offeror shall provide a narrative delineating their approach to execute the requirements of the PWS, to include a description of study and research capabilities, research methods, study and research tools and assumptions considered for each requirement and service set forth in the PWS (PWS 5.1 through 5.6). The http://www.dnb.com/ proposal shall describe how the approach to integrating the various background, education and experience of Subject Matter Experts and study methodologies ensures the Offeror will meet or exceed the technical requirements of the PWS. The proposal needs to sufficiently describe how the Offeror will comply with

Government tasking and requirements throughout the ordering period.

2.3.1.2. Staffing Plan- This plan shall demonstrate the Offerors’ capability to obtain staff for task order execution. This includes but is not limited to recruiting, training, and retaining personnel and establishing teaming arrangements/partnerships with subcontractors. The plan shall demonstrate the effectiveness of the contractor’s approach to resource task orders under a non-recurring setting as an IDIQ. This includes contractor’s timeline approach to staff contracts considering the security clearance requirements.

2.4 Volume 3 – Factor 2- Past Performance

2.4.1. The Offeror shall demonstrate relevant past performance or affirmatively state that it possesses no relevant past performance. Relevant past performance is performance under recent contracts within the past four years (from solicitation date) that are the same as, or similar to, the scope, magnitude, and complexity of the work described by this solicitation. The narrative to support the past performance listed in each offeror’s proposal should demonstrate the offeror’s past performance in the following areas: (1) Customer Satisfaction, (2) Timeliness, (3) Technical

Success, (4) Quality, (5) compliance with the requirement of FAR Part 52.219-8 (Utilization of Small Business

Concerns), and (6) Cost Control. Offerors should provide information regarding any contracts that are identified as incentive- or award fee-type contracts by providing a narrative describing whether the offeror was held to performance measurements and what the metric of measurement was and what the results were.

To demonstrate its past performance, the offeror shall identify up to six of its most relevant contracts or efforts within the past four years and provide any other information the offeror considers relevant to the requirements of the solicitation. If subcontractor experience is provided as part of the six 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.

When submitting a subcontractor past performance, a commitment signed by Offeror and subcontractor certifying that if a contract is awarded resulting from the proposal, the parties commit to joint performance as proposed shall be included. If the signed commitment is not fully executed by both parties and provided with the proposal, subcontractor references will not be evaluated or considered. Affiliate companies, sister companies, teaming arrangements and joint venture’s past performance in addition to their own (if applicable) may also be included and will be considered provided that sufficient documentation is included in the proposal. The prime contractor must demonstrate that the affiliate will perform significant and critical aspects of the contract if awarded. Documentation includes a copy of the signed arrangement such as documented affiliation, a copy of the teaming agreement, a copy of the joint venture agreement, etc. (copies of teaming arrangements, joint venture agreement and/or commitments by subcontractors can be provided as an Appendix in the Past Performance Volume and are excluded from the page count).

For Single Award IDIQ contract past performance record, all task orders collectively under an IDIQ contract count as one past performance record. For a Multiple Award (MAC) IDIQ contract past performance record, upon

Offeror’s determination, experience can either be claimed collectively under the IDIQ or by individual task order. If claimed collectively, it will count as one past performance record. If task order experience is claimed individually, then, each task order will count as a past performance record. The Offeror must clearly define the intent of claiming experience under a MAC IDIQ and state that experience is claimed collectively or individually.

The Offerors shall provide a copy of Past Performance Contractor Performance Assessment Reporting System

(CPARS) References for each of the contracts provided where CPARS contract data is available. The Government will accept INTERIM CPARS records for contracts that are still active. The CPARS record shall include validation from the Government officials. If CPARS data is not available for a contract, Offerors shall provide Past

Performance Questionnaire (PPQ) per Attachment 3 of the RFP. The PPQ shall be provided before the closing date of this solicitation. PPQ shall be provided in accordance with the delivery instructions set forth in RFP Attachment

3.

CPARS and Past Performance Questionnaires shall be provided as attachments to the past performance volume and does not impact page count.

Any past performance questionnaire received after the proposal due date/time may be considered as late and may not be considered in the Offeror’s past performance evaluation. The Government, at its discretion, will determine whether or not questionnaires received after the proposal due date will be considered.

2.4.2. Past Performance Record Identification: Each past performance record shall include the contract number. If the record is for the Offeror’s (prime) experience, just include the contract number. If the offeror was a subcontractor under the subject record, the subcontract number and the prime contract number shall be provided. If a contract number is not provided or if the contractor references a solicitation number, the Government may not consider the information as part of the evaluation.

2.4.3. Past Performance Record Relevancy Statement:

The Offeror shall identify how much of the previous effort is relevant to the scope of the RFP by identifying the applicable PWS task area(s) and dollar value (i.e., what was the dollar value of the portion of the work performed under the previous effort applicable to the PWS). The Offeror shall describe how the work was/is similar to the requirements as it relates to the RFP PWS in terms of the scope, magnitude, and complexity, including the dollar value associated with the specific past performance work experience referenced. The Offeror shall identify the specific task(s) of the RITA 3.0 requirements with the proposed past performance record that relates to and explains how the scope, complexity and magnitude relates to the RFP requirements. Each previous effort shall include the delivery date/period of performance of the contract and the dates during which the relevant tasks were performed.

For each past performance record provided, the Offeror shall include the annual value of the portion of work that relates to the RITA 3.0 PWS.

2.4.4. Past Performance Points of Contact: A current point of contact (POC) for each past performance effort shall be provided in the volume. Referenced points of contact other than those identified by the Offeror may be contacted by the Government, and the information received from those other references may be used in the past performance evaluation. Past performance questionnaire information does not impact the page count of the volume. A Past

Performance Questionnaire (See RFP Attachment 2) is included in this solicitation and responses must be received from the Assessors and not the offeror.

2.4.5. FAR Part 52.219-8 compliance: All offerors shall provide information that demonstrates historical compliance with the requirement of FAR Part 52.219-8 (Utilization of Small Business Concerns).

EXAMPLE

Contract Record: M00264-20-C-XXXX

POC info: John Doe

MCCDC, Quantico VA

Contract Start and End Date: June 2020-May 2025

Total Contract Value: $25.5M

Task related to RITA 3.0: Tasks 1 and 2

Annual Value of the related RITA 3.0 work:

$3.5M

% of work assigned to small business (for validation of Utilization of Small Business

Concerns): 5%

Quality Rating per FINAL CPARS Record:

Exceptional

Scope Description Narrative: Contract scope consist of executing feasibility studies for the USAF. Scope included data mining, researching, data compilation and use of modeling and simulation, reporting and briefing of results.

2.4.6. Copies of Past Performance Records: The Offeror shall provide an electronic PDF version of the cover page of each referenced contract(s) (SF1449), the prices per CLINS and the scope of work of each record. No hard copy of this information is required. This information does not impact the page count of the volume.

2.5. Volume 4 – Factor 3-Small Business Participation Plan

2.5.1 A small business participation plan is REQUIRED from both large and small business concerns (in addition to any Subcontracting Plan required by FAR clause 52.219-9). NOTE: THIS PLAN IS DISTINCT FROM THE

SUBCONTRACTING PLAN AND IS REQUIRED OF ALL OFFERORS REGARDLESS OF SIZE STATUS.

The Offeror shall provide a small business participation plan that will be evaluated to determine the extent to which offerors identify and commit to small businesses (to include service-disabled veteran-owned small business concerns, HUBZone small business concerns, small disadvantaged business concerns, and women-owned small business concerns) in performance of the contract, whether as a joint venture, teaming arrangement, or subcontractor. The plan shall identify each subcontractor, business size under the solicitation NAICS and expected percentage of work planned for this effort.

The Offeror shall demonstrate the efforts considered in their approach to identify and develop opportunities for small business concerns.

The following FY2023 Department of Defense subcontracting goals (as a percentage of total contract value) are provided as a reference, however they do not constitute a minimum or threshold requirement applicable to this solicitation:

Small Business Classification Goals

Small Business 30.00%

Small Disadvantage Business 5.0%

Service Disabled Veteran Owned Small Business 3.0%

Woman Owned Small Business 5.0%

Hub Zone 3.0%

The Offeror’s proposed Minimum Quantitative Requirement (MQR) for small business participation shall be provided in terms of percentage of total contract dollars (i.e., the maximum amount for this IDIQ contract, which is identified as $52,318,986) and total dollars of total evaluated price (as identified in RFP Attachment 3) for small business, veteran owned small business, service-disabled veteran-owned small business, HUBZone small business, small disadvantaged business, and women-owned small business concerns as the prime and/or subcontractors, and their contributions to meeting overall DOD small business goals. If the offeror is a small or otherwise disadvantaged business their own participation counts toward this requirement.

The Offeror shall provide the following information for each proposed subcontractor:

Company

Name Address CAGE Code Socioeconomic

Classification Work to be performed on this effort

Level of participation (% of total award amount)

2.6 Volume 5 - Factor 4 – Price

2.6.1 The Offeror shall provide sufficient price information to allow the Contracting Officer to determine the reasonableness of the proposed price. The price proposal shall include a narrative describing the assumptions considered in their price buildup, an explanation for the year- to- year price fluctuations used in the unit prices and explanation for the travel handling factor. The Offeror shall provide a completed Attachment 3 in Microsoft Excel

2007 or later format with no macros.

Due to the commercial and competitive nature of this procurement, the Government is not requesting submission of certified cost or pricing data under this solicitation in accordance with FAR 15.4. The Offeror shall not submit certified cost or pricing data substantiating the cost elements being proposed. If adequate competition is not obtained or should a situation develop that the Government will require submission of information other than cost or pricing data, the Offeror should be prepared to submit the cost or pricing data within five business days after being requested by the Government.

The proposal is solicited on an “all or none” basis. Failure to submit an offer for all requirements of the PWS shall be cause for rejection of the offer. Non-compliance with any of the provisions herein may lead the Government to determine that an Offeror’s proposal is non-compliant and may result in removal from the evaluation.

2.6.2 Fixed Unit Prices:

This single award IDIQ does not enable competitive fair opportunity proposals at the task order level. As such, the

Offeror shall account for market conditions and propose unit prices accordingly for the entirety of the ordering period.

The Offeror shall provide a loaded fixed unit price for each of the deliverables included in the PWS and include them in the pricing template (RFP Attachment 3) of the solicitation. A loaded unit price is inclusive of all cost and profit for each ordering period. The Offeror shall provide a description of the basis used to determine any year-to-year unit price fluctuations (e.g., escalation).

The Offeror shall provide the fixed unit prices under Tab 1 of Attachment 3- Pricing Template of the RFP. These fixed unit prices will be included in the contract and used during contract execution on the resultant task order awards.

The Government is providing a “plug” amount for travel cost under the Total Evaluated Price tab of RFP

Attachment 3. The Offeror shall provide a travel cost factor to cover any expenses other than those to be accounted for per FAR 31.205-46. This travel handling factor shall be based on a percentage the contractor will charge for processing travel. The Travel Handling Factor encompasses handling and indirect expenses the contractor may account for when processing travel cost. No additional indirect rates are applicable since there is a negotiated fixed price handling factor in the contract. This factor is a fixed rate to be applied on a per travel dollars basis. The factor will be incorporated in the contract and used in all subsequent task orders. The Offeror shall account for the travel cost factor in their Total Evaluated Price amount. Fee is strictly prohibited on travel cost.

Unit prices proposed shall be valued above the micro purchase threshold amount of $3,500.

2.6.3 Total Evaluated Price

The Offeror shall ensure a total evaluated price is included in its proposal adhering to the pricing template provided

(RFP Attachment 3)

The Offeror shall provide a price proposal based on the unit prices proposed under the Fixed Unit Prices list and the not to exceed (NTE) travel cost amounts. Discounted rates shall not be proposed under the total evaluated price calculation. The Offeror shall include a total amount capturing the total price proposed at the task order.

This shall be completed under Tab 2 of Attachment 3- Pricing Template of the RFP.

The Attachment 3 pricing template provides the Travel NTE amount for the offerors to calculate the Travel

Handling Factor based on that amount. The Travel Handling Factor is a set amount (unit price) per travel dollar incurred. The travel cost amount to be used in the Total Evaluated Price consist of the Travel NTE plus the Total

Travel Handling Factor applicable to the provided NTE amount.

2.6.4 Not to Exceed Amounts: The Offeror shall use the not to exceed (NTE) amounts provided in the pricing template for the cost reimbursement travel. The NTE amount is included in Tab 2 of Attachment 3 of the RFP.

(End of provision addendum)

LIST OF RFP ATTACHMENTS

RFP/Contract Attachments:

Attachment 1: DD254 (as proposed and will become part of the contract at time of award), Attachment 2: Past Performance Questionnaire (PPQ)

Attachment 3: Pricing Workbook (as proposed and will become part of the contract at time of award)

PWS

PERFORMANCE WORK STATEMENT

FOR THE

RESEARCH AND INNOVATIVE TECHNICAL ANALYSIS (RITA) 3.0

1.0 Background.

As delineated by the National Security Act of 1947 (amended in 1952), Marines are trained, organized, and equipped for offensive amphibious employment and as a “force in readiness.” Today, more than a half century later, this vision for the Marine Corps remains, and the strategies for sustaining it, encompasses the core fundamentals and key elements of the official mission. The Marine Corps Studies System (MCSS) provides key analytic insights for maintaining our nation’s force in readiness.

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

Directorate (OAD), Headquarters, United States, Marine Corps, Combat Development and Integration (CD&I).

MCSS has been a program of record since June 1979, and under it OAD, provides independent, objective, and unbiased analysis that is focused on current, mid-range, and long- range issues that support the overall objectives of the Marine Corps including the Marine Operating Forces, the Joint Capabilities Integration Development System, and the Marine Corps Force Development System. The MCSS dictates dedicated resources (organic and contract supported) required to respond to technical complex challenges faced by today’s Corps. The resulting analytic efforts help shape the future direction of the Marine Corps and determine future requirements based on supported facts and science. The MCSS provides the means and measures through which requirements are turned into capabilities. These efforts are primarily in the form of studies and analyses.

The resultant products provide the basis for senior leaders to make informed decisions.

2.0 Objective & Scope.

2.1. Objective. The objective of this acquisition is to acquire research and innovative technical analysis

(RITA) capabilities from a Contractor to support OAD CD&I mission and the MCSS.

2.2. Scope. The Contractors shall have the capability to perform operations research for studies and analyses in support of the MCSS program. This includes, but is not limited to, conducting studies that relate to the nature, theory, preparation, and conduct of warfighting. The products provided under RITA will support the

MCSS in responding to Marine Corps-wide requirements.

The Contractor shall furnish the necessary personnel, materials, equipment, facilities, travel, and other services required to satisfy the required capabilities and solutions. While this Performance Work Statement

(PWS) identifies the functional categories, the suite of resulting task orders is intended to satisfy a full range of related requirements. Studies may include, but are not limited to, the areas of future capabilities, force structure, current operations and intelligence, and decision analytics. The Contractor shall have the resources to perform analytical tasking as follows.

3.0 General Information.

3.1. Ordering Period. This requirement consists of a five year ordering period and shall commence upon contract award.

3.2. Quality Control (QC). The Contractor shall develop and maintain an effective QC plan (QCP) to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s QC program is the means of assurance that the work complies with the requirements of the contract. The QCP shall be provided within 10 business days from contract award. If any changes are required, the Contractor shall provide one copy of a comprehensive written QCP to the Contracting Officer’s Representative (COR) within five working days. After acceptance of the QCP the Contractor shall receive the Contracting Officer’s (KO) acceptance in writing of any proposed change to his QC system.

3.3. Security Requirements.

3.3.1. The Contractor shall take all necessary steps to assure that Contractor and any subcontractor personnel performing under this contract are persons of professional and personal integrity and trust and meet all other requirements stipulated in this PWS.

3.3.2. The Contractor shall be responsible for ensuring all contract personnel are U.S. citizens.

Contractor shall ensure that all contract personnel working on task orders at the Unclassified, Secret and Top Secret Sensitive Compartmented Information (TS/SCI) Level have and maintain the proper clearance and access. For contract personnel assigned to task orders at the

TS/SCI that they possess an in-scope, per current Department of Defense (DoD), 6-year reinvestigation requirement, favorable, Single Scope Background Investigation / T5 investigation (to include Special Background Periodic Reinvestigation (SBPR), Phased

Periodic Reinvestigation (PPR) or T5R), or currently enrolled in the DoD Continuous

Evaluation / Continuous Vetting program, adjudicated for Sensitive Compartmented

Information eligibility by the DoD Central Adjudication Facility without conditions, exceptions, or waivers at the time of award and prior to performance under this contract.

All Contractors are subject to random Counterintelligence Scope Polygraph examinations as part of the Director of Intelligence’s Continuous Evaluation Program.

The Contractor shall ensure it and any subcontractors have completed all DD Form 254 requirements prior to commencing any work under this contract.

The Government will provide the Contractor access to North Atlantic Treaty Organization

(NATO), Secured Internet Protocol Router Network (SIPRNet), and Joint World-wide Intel

Communication System (JWICS) terminals at the Government facility located at Raymond G.

Davis Building, 3300 Russell Road, Quantico, VA 22134 as required at the task-order level.

3.3.3. Physical Security. The Contractor shall safeguard all Government property and information provided in performance of this contract. Contractor employees shall be subject to all Marine Corps Combat Development and Integration (CD&I) security procedures and any other applicable installation access and security regulations.

3.3.4. Facility Clearance. The contractor shall have an active final Top Secret Facility

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