M00264-25-R-0003_Amendment 0003.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to:

1. Provide answ ers to questions received in response to the posted solicitation;

2. Add DD-254 (Attachment #4);

3. Revise Performance Work Statement paragraphs 3.1 and 4;

4. Include FAR 52.240-1 - Prohibition on Unmanned Aircraft Systems Manufactured or Assembled by American Security Drone Act-Covered Foreign Entities; and

5. Extend the due date of proposals to 10AM EST, 24 February 2025.

See Summary of Changes.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 18

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

16C. DATE SIGNED

BY 14-Feb-2025

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 M0026425R0003

X 9B. DATED (SEE ITEM 11)

05-Dec-2024

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

14-Feb-2025

CODE

MCINCR - RCO

2010 HENDERSON RD SHAYE NELSON

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:

M0026425R0003

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 Question Number

Solicitation Section

Comment/Question Answer

PWS

In the first paragraph on page 45, the second sentence states that the offer submitted shall be compatible with and capable of being opened in MS Office 2010 or earlier or Adobe Acrobat.

However, the third sentence stated "All documentation shall be provided in Microsoft Word format, except for the following exceptions..."

The offer submitted via email shall be compatible with and capable of being opened in Microsoft 2010, or earlier, or Adobe Acrobat. All documentation shall be provided in Microsoft Word, except for the following exceptions: Documents requiring signature shall be provided in PDF; supporting price information shall be provided in Microsoft Word and Excel format. For additional information, please refer to the RFP Instructions to Offerors FAR 52.212-1 Addendum/Section 6.1.

Excluding the exceptions noted in this paragraph, please confirm if the proposal volumes (other than the Pricing Spreadsheet) must be submitted in MS Word file format (.DOC) or if can they be submitted using Adobe Acrobat (.PDF) that is compatible with MS Office 2010?

Excluding the exceptions as instructed, the offer shall be compatible with and capable of being opened in Microsoft Office 2010 or earlier, or Adobe Acrobat.

For additional information, please refer to the RFP Instructions to Offerors FAR 52.212-1 Addendum/Section 6.1.

General

Is there an incumbent contractor? If so, what is the current contract?

The current incumbent and contract number is: ALEX – Alternative Experts, LLC, M00264-20-C-0007.

4 General Can the government provide a level of effort expected?

Please see the solicitation, to include the Performance Work Statement.

How many FTEs are required?

No specific number of FTEs has been provided. The awardee will be required to meet the requirements set forth in solicitation, to include the Performance Work Statement.

If estimated FTE count is not available, can the government provide sufficient level of detail to base required effort such as quantification of the size of data to be mined, number and frequency of reports expected, frequency of meetings, or other data that can be used to determine level of effort.

The scope of work is set forth in the solicitation to include the PWS.

Additional information can be found in the RFP section 7.5., table 1: Schedule of Deliverables. For additional information, refer to PWS Sections: 2, 4, 4.1, 4.1.1, 4.1.3, 4.3, 4.3.1, 4.3.2, 4.4.1, 4.4.2, 4.4.3, and 5.1.

Will the government please specify the location of performance? Is it at Quantico or at 50 Tech Parkway?

The primary place of performance will be: Mundy Hall, 2301 Little Road, MCB Quantico VA 22134.

See attached revised PWS, section 3.1.

Work Locations.

Will the government provide details regarding your data environment, is the existing environment classified as IL4?

The Current data environment is both UNCLASS (NIPR) and SECRET classification (SIPR).

Is there an existing environment that will be used to house the data that will be used to create the predictive analytics and reports?

There are existing and emerging environments that will store the data.

Current existing environments are those on NIPRNet and SIPRNet (including but not limited to: OneDrive, Share Drive, MCTIMS, MCTFS, MCRISS, DRRS) and cloud environments provided by DoD (including but not limited to:

ADVANA/Jupiter).

Emerging environments not yet operable but might be used include (but not limited

to) Microsoft O365 and Microsoft Azure.

Will the contractor be using the production databases, or do we need a data warehousing environment?

The scope of work is set forth in the solicitation, to include PWS. Refer to 4.1.1, 4.1.2, 4.1.3, 4.2.1.

Will the government consider an extension until Jan 20th due to holiday period impact?

The proposal deadline has been extended to 24 February 2025 at 10:00 AM EST.

Please refer to RFP Instructions to Offerors FAR 52.212-1 Addendum/Section 5.2.1.

Will the government bound the LOE required for each task?

The question lacks sufficient specificity for the Government to provide a meaningful response.

Would the cover page, table of contents, and compliance matrix be included in page counts?

The cover page, table of contents, and matrix are included in the page counts.

14 General Is there still an opportunity to pursue sole source?

This requirement is set aside as WOSB competitive.

Are these new requirements? or a recompete on an existing contract? If it is a recompete, can you please provide the contract number?

This is a follow-on contract. The current incumbent and contract number is:

ALEX – Alternative Experts, LLC, M00264-20-C-0007.

What level of security clearance is needed for this contract?

In accordance with PWS paragraph 3.3.

Security, a secret clearance is required upon contract award.

Does the offeror need to have personnel with SECRET clearance or a facility clearance prior to submission, or can these be obtained post-award through sponsorship?

In accordance with PWS paragraph

3.3. Security, a secret clearance is

required upon contract award.

18 General Does the vendor need a specific level of CMMC certification?

At this time there is no specific level of CMMC certification required.

Regarding WOSB certification, will a pending final decision (approved December 2024) be acceptable?

The contracting office will follow the applicable FAR and Small Business Administration regulations.

Are past performance documents required at the time of proposal submission, or is

Past performance documents are required in accordance with RFP, FAR 52.212-1 there a separate deadline? Addendum/Section 6.5.3.

Was there an incumbent prior and is the scope of work the same?

The current incumbent and contract number is: ALEX – Alternative Experts, LLC, M00264-20-C-0007.

What was their contract number and amount used to execute the contract?

The current incumbent and contract

What is your budget for this project?

The Government is looking at the contractor’s innovative approach to meeting the requirements outlined within the solicitation, to include the PWS.

24 General Will the contract be awarded to 1 or several contractors?

The Government intends to award one Firm-Fixed-Price contract, in accordance with RFP, FAR 52.212-2 Addendum – Evaluation – Commercial Items.

Paragraph 1. General

25 General Is a bond required? No, a bond is not required.

26 General Can the location be visited at any time? No; The location cannot be visited at anytime.

Does TECOM allow contracts to access training data and systems (MCTIMS, TFDW, MCCRE, SLTE, or DDRS) from a secure DoD facility like Great Lakes or Jacksonville, FL, NAS Bases?

No; The work location is MCB Quantico, as cited in PWS paragraph 3.1. Work Locations.

Can some team members be located at Great Lakes while others are at Quantico?

All work shall be performed at location

Are AI/ML models required to be developed solely onsite? or can a deidentified surrogate data be used for offsite development?

The Government is looking at the contractor’s innovative approach to meeting the requirements outlined within the solicitation, to include the PWS paragraphs 4.5, 4.5.3.

The solicitation states that SECRET clearance is required. Will TECOM fully sponsor the clearance process for personnel upon contract award?

In accordance with PWS paragraph 3.3.

Security, a secret clearance is required upon contract award.

31 General What is the current run time for security clearance processing?

In accordance with PWS paragraph 3.3.

Security, a secret clearance is required upon contract award.

What is the percentage of time for required on-site presence? Has a hybrid model been utilized in the past?

All work shall be performed at location

Can TECOM contractor personnel be assigned to multiple locations, or is it TECOMs preference to have all personnel working in one location?

All work shall be performed at location

Are there incumbent vendors that have provided similar services?

The current incumbent and contract

What specific data science platforms and tools does TECOM prefer for this work?

The Government is looking at the contractor’s innovative approach to meeting the requirements outlined within the solicitation, to include the PWS 4.5.1

Does TECOM have an established AI/ML Yes, TECOM has an established AI/ML

36 General framework, or would contractors be responsible for building models from scratch?

framework, the contractor is not responsible for building models from scratch.

37 General Are there any existing AI-driven training optimization projects at TECOM?

The Government is looking at the contractor’s innovative approach to meeting the requirements outlined within the solicitation, to include the PWS.

Are there any major concerns TECOM has for AI Data Sciences we should speak to in the proposed response, e.g., How do you handle A, B, and C?

Proposal requirements are set forth in the solicitation, to include the Performance Work Statement.

39 General Is this a new Scope of Work, or is there an incumbent?

This is a follow-on contract. The current incumbent and contract number is:

ALEX – Alternative Experts, LLC, M00264-20-C-0007.

What is the biggest challenge TECOM faces in implementing data-driven training assessments?

A challenge for TECOM is: Database solutions and architecture, organization, and connections.

Is TECOM open to innovative approaches?

The Government is looking at the contractor’s innovative approach to meeting the requirements outlined within the solicitation, to include the PWS.

42 General Is the scope of work the same as was performed by the incumbent contract?

The scope of work is set forth in the solicitation, to include the PWS.

43 General How many FTEs are/were associated with the incumbent requirement?

The scope of work is set forth in the solicitation, to include the PWS.

44 General Will this new requirement still be a WOSB set aside?

This is a follow-on effort; the set aside is Woman Owned Small Business (WOSB).

45 General Will HUBZone certification be given consideration?

This effort has been set aside as a WOSB.

46 General Can this requirement be supported on a GSA OASIS contract vehicle?

The government is pursuing this as a WOSB on SAM.gov

47 General What was the incumbent contract number?

The current incumbent and contract number is: ALEX – Alternative Experts, LLC, M00264-20-C-0007.

48 General What company is/are the incumbent? The current incumbent and contract number is: ALEX – Alternative Experts, LLC, M00264-20-C-0007.

49 General When does the incumbent contract end? The period of performance for the current contract will end on: 7 September 2025.

50 General When is the anticipated award date? The anticipated award date is:

1 September 2025.

51 General Could you please clarify how critical it is to have past performances or qualifications under the company name versus demonstrating the right expertise and experience through our team’s individual track records on similar projects?

The evaluation criteria are outlined in the solicitation.

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 19-Feb-2025 10:00 AM to 24-Feb-2025 10:00 AM.

The following have been added by reference:

52.240-1 Prohibition on Unmanned Aircraft Systems Manufactured or

Assembled by American Security Drone Act--Covered Foreign Entities

NOV 2024

The following have been added by full text:

PERFORMANCE WORK STATEMENT

Performance Work Statement (PWS) For The

Training and Education Command (TECOM) Analysis and Data Science Support

1. Background.

The mission: TECOM leads the Marine Corps Training and Education continuum from individual entry-level training, professional military education and continuous professional development, through unit, collective, and service-level training to produce warfighters and enhance warfighting organizations that enable the Fleet Marine Force (FMF) to build and sustain the combat readiness required to fight and win today and in the future. TECOM was elevated to a three-star command during August 2020 and consists of the following five (5) Major Subordinate Commands (MSC): Training Command (TRNGCMD), Education Command (EDCOM), Marine Air Ground Task Force Training Command (MAGTFTC), and Marine Corps Recruit Depots Parris Island (MCRDPI) and San Diego (MCRDSD). These commands are collectively responsible for the activities set forth in the TECOM mission statement.

The following directives establish the Service requirement: The Commandant of the Marine Corps (CMC) provides guidance through his Commandant’s Planning and Guidance (CPG), MCO 3504.1A (MCLLP), MCO 3502.6 (Force Gen Process), MCO 3501.1 (MCCRE), MCO 3500.11 (MAGTFTP), Force Design (FD), and Training and Education (TE) 2030. Commanding General (CG) TECOM provides guidance through TECOM Order 3503.1B Trends Reversal and Reinforcement Process (TRRP).

Service-level training analysis and assessment functions are the responsibility of the TECOM Policy and Standards Division (PSD), Analysis and Assessments Branch (A&AB). A&AB is the centralized Analysis and Assessments arm of TECOM and in support of these service level efforts, A&AB has received increasing demands for data science efforts such as research, tools, models, and analysis which makes use of Artificial Intelligence / Machine Learning (AI/ML) methods.

A&AB conducts the Trends Reversal and Reinforcement Process (TRRP), which involves the collection of data, data analysis, identification of T&E gaps, trends, and best practices, and includes hosting multi-discipline teams to initiate action/issue resolution against negative trends, tracking action through completion in the T&E continuum, supporting leaders’ data informed decisions, conducting backend assessments, and providing feedback to the Service. Under the cognizance of the A&AB Head, the Operations and Analysis Section (OAS) is focused on the following three (3) core functions: Plan and execute TRRP Working Group (WG) meetings; host Assessment Working Group (AWG) meetings; and support A&AB data science efforts.

2. Scope of Work.

TECOM PSD, A&AB requires contract support to assist with TRRP WG, AWG execution, and accessing and utilizing DoD and USMC data science technologies (e.g., Artificial Intelligence (AI) / Machine Learning (ML) and Natural Language Processing (NLP) tools) within the Marine Corps Enterprise Network (MCEN) to automate data and text search, scraping, ingestion, tagging and related tasks to prepare data for Performance Management (PfM ) analyst’s analysis. The contractor will also support the development of advanced predictive analytics capabilities to provide the analytical rigor required in the analysis of the Command’s overarching Performance Management (PfM) activities. The contractor is expected to be proficient in Operations Research and System Analysis (ORSA)-centric tasks to include design of experiments, probability models, statistical inference, simulations, optimizations, data analysis and visualizations for PfM analysts’ final analyses, and to be capable of conducting these activities within the Non-classified Internet Protocol Router Network (NIPRnet) and the Secret Internet Protocol Router Network (SIPRnet) environments.

3. General Requirements.

3.1. Work Locations. The primary place of performance for contractors working in the Virginia area will be in government provided workspaces (Mundy Hall, 2301 Little Road, MCB Quantico VA 22134) due to the need to access and perform tasks within the classified environment.

Contractors will require access to SIPRnet, NIPRnet, and an email.ctr@usmc.mil address. The required tasks demand daily meetings and coordination between the contractor and TECOM Offices of Primary Responsibility (OPR). Due to increased amount of work required to support FD tasks, TE 2030 tasks, and Defense Readiness Reporting System (DRRS) data analysis, the Government will provide access to the SIPR network at Government spaces. Access to Government workspaces will require approval from Marine Corps Installations National Capital Region (MCINCR), and MCI Command (MCICOM).

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

Duties will require occasional travel outside of the Washington, DC/Quantico, VA area. Travel will generally be to Marine Corps Bases or to a sister service installation.

3.2. Period of Performance. The period of performance for this contract shall be for a 12-month base period, plus four (4) option periods of 12 months each, with an option to extend services, but the total extension of performance shall not exceed 6 months.

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

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

3.5. Government Responsibilities and Interface. The Contracting Officer’s Representative (COR) will execute responsibilities related to performance oversight, deliverables acceptance and invoice certification. The Regional Contracting Office (RCO) Procuring Contracting Officer (PCO) will interface with the prime contractor’s representative for payment and administration issues.

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

(1) CJCSI 3150.25H Joint Lessons Learned Program (JLLP) https://www.jcs.mil/Portals/36/Documents/Doctrine/jlld/cjcsi3150_25h.pdf?ver=IDfjCK6dZDxVnjgNj0Ow3g%3d %3d

(2) Force Design 2030 and subsequent annual updates https://www.marines.mil/Force-Design/

(3) Talent Management 2030 https://www.marines.mil/Force-Design/

(4) Training and Education 2030 https://www.marines.mil/Force-Design/

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

https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/899465/mco-35026a/

(6) MCO 3504.1A, Marine Corps Lessons Learned Program (MCLLP), 31 July 2006.

https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/898975/mco-35041/

(7) MCO 3500.11G Marine Air Ground Task Force (MAGTF) Training Program, 20 July 2021.

https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/2700439/mco-350011g-cancels-mco-350011f/

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

https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/1780191/mco-35011e-cancels-mco-35011d/

(9) TECOMO 3503.1B TECOM Trends Reversal and Reinforcement Process, 7 March 2023.

https://usmc.sharepoint-mil.us/sites/TECOM_MCCLL/SitePages/Performance%20Management%20and%20Analysis.aspx

4. Specific Requirements/Tasks.

The contractor shall execute a comprehensive, technology-enabled lessons-learned process, via the TRRP, to provide timely corrective action of Service-level systemic trends and proliferate best practices that close the lessons-learned loop. The below five tasks (4.1 through 4.5) shall be performed against T&E Programs including but not limited to: Individual Training (Entry Level Training and Advanced Individual Training); and Collective Training (Service-level Training Events [SLTE], Marine Corps Combat Readiness Evaluation [MCCRE]). The contractor’s analysts must have a diverse mix of experience with PfM activities and PfM implementation within the private sector and/or within the Department of Defense (DoD), either individually or collectively. The contractor’s analysts are expected to be capable of conducting actions within the Non-classified Internet Protocol Router Network (NIPRnet) and the Secret Internet Protocol Router Network (SIPRnet) environments.

The data, tools, and outcomes from these data science efforts will be executed and maintained on Marine Corps approved systems, programs, and data science platforms, for example, Advana//Bolt, MCEN Desktop – Anaconda, and M365 capabilities available in the Power Platform and Azure.

4.1. Task 1: Data Collection / Data Mining. The contractor shall conduct data collection and data mining that includes qualitative and quantitative data to facilitate analysis and identification of Service-level systemic trends across the doctrine, organization, training, materiel, leadership and education, personnel, and facilities (DOTMLPF) spectrum, FD tasks, TM 2030, as well as TE 2030 tasks. The contractor will keep the Contracting Officer’s Representative (COR) apprised of data collection and data mining progress within the Weekly Activity Report (WAR) and the Monthly Status Report (MSR) (see 7.3. Reports). The contractor shall have documented experience with large datasets, Microsoft Office Suite, Microsoft Power Platform tools such as Power BI, Power Automate, Power Apps, and related software languages to support data integration, analysis, data visualization, display techniques and reporting. The contractor shall:

https://www.jcs.mil/Portals/36/Documents/Doctrine/jlld/cjcsi3150_25h.pdf?ver=IDfjCK6dZDxVnjgNj0Ow3g%3d%3d https://www.jcs.mil/Portals/36/Documents/Doctrine/jlld/cjcsi3150_25h.pdf?ver=IDfjCK6dZDxVnjgNj0Ow3g%3d%3d https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/899465/mco-35026a/ https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/898975/mco-35041/ https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/2700439/mco-350011g-cancels-mco-350011f/ https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/2700439/mco-350011g-cancels-mco-350011f/ https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/1780191/mco-35011e-cancels-mco-35011d/ https://www.marines.mil/News/Publications/MCPEL/Electronic-Library-Display/Article/1780191/mco-35011e-cancels-mco-35011d/ https://usmc.sharepoint-mil.us/sites/TECOM_MCCLL/SitePages/Performance%20Management%20and%20Analysis.aspx https://usmc.sharepoint-mil.us/sites/TECOM_MCCLL/SitePages/Performance%20Management%20and%20Analysis.aspx

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

4.1.2. Review and conduct data collection from the Joint Lessons Learned System (JLLIS), as well as other TECOM MSC SharePoint sites.

4.1.3. Conduct data collection and data mining in the Marine Corps Training Information Management System (MCTIMS), Total Force Data Warehouse (TFDW), Marine Corps Total Force System (MCTFS), MCCRE, SLTE, and Defense Readiness and Reporting System (DRRS) within the SIPR domain.

4.1.4. Conduct data collection and data mining for FD tasks within the SIPR domain.

4.2. Task 2: Data Analysis. The contractor shall provide the rigor required in the detailed qualitative and quantitative analysis of Service-related PfM activities. The contractor shall leverage data analytic methodologies, predictive modeling, leverage data science technologies to produce meaningful output files and visualizations to inform decision makers. The contractor will keep the COR apprised of data analysis progress within the WAR and MSR (see 7.3. Reports). The contractor's analysts must conduct analyses using data (quantitative, qualitative, or mixed methods approaches) to address specific assessment focus areas. This includes the ability to develop sound analytic frameworks and associated analytic methodologies/techniques for both structured and unstructured data and to consistently produce high quality analysis. The contractor shall:

4.2.1. Conduct analysis of data from Marine Corps authoritative databases, such as those listed in paragraphs 4.1.1 through 4.1.4 to identify and compile Service level systemic trends and best practices.

4.2.2. Produce recommended Trend Information products for introduction of systemic trends into TRRP Working Group (WG) and to provide Situational Awareness to TECOM Battle Rhythm events.

4.3. Task 3: Corrective Action. The contractor shall execute the TECOM TRRP via the weekly TRRP WG meetings to develop and present course of action (COA) recommendations to the TECOM Assessments Working Group (AWG) for trend resolution and action negative Service-level systemic trends. The contractor will keep the COR apprised of pre-TRRP WG progress within the WAR and MSR (see 7.3. Reports). Following each TRRP WG, the contractor shall document meeting notes and prepare other TRRP WG products identified in paragraph 4.3.5.

The contractor shall:

4.3.1. Plan and prepare for the TRRP WG (perform research, develop materials, and produce visual aids [visual aids will be produced from Microsoft Suite/compatible systems and software such as PowerPoint presentations, Excel graphs, Word documents, Power BI- advanced analytic graphs, tables, and visualizations] etc.).

4.3.2. Facilitate/lead discussions and develop recommended COAs and next actions with the support of TRRP WG members.

4.3.3. Coordinate with the MAGTF Staff Training Program Division (MSTPD), MAGTFTC and its Major Subordinate Elements (MSE), as well as other TECOM MSCs to validate Service-level systemic trends and support TECOM TRRP efforts and initiatives.

4.3.4. Coordinate work with analysts from Deputy Commandant for Combat Development & Integration (DC CD&I) Capabilities Development Directorate (CDD), Operations Analysis Directorate (OAD), or other Marine Corps elements, as required.

4.3.5. Produce post-TRRP WG meeting notes, assist Office of Primary Responsibility (OPR) to develop COA recommendations, prepare products to present to the AWG or other TECOM Battle Rhythm Events, and draft CG TECOM Decision Memoranda. When required, support updates of TECOM TRRP Order 3503.1B.

4.4. Task 4: Provide Feedback. The contractor shall provide feedback to TECOM and to other Service stakeholders on actions taken and the progress of issues/tasks to reverse Service-level systemic trends. The feedback provided is the final step of the process of closing the lessons learned loop. The contractor will keep the COR apprised of feedback task progress within the WAR and MSR (see 7.3. Reports). The contractor's analysts shall possess the requisite analytical and communication skills necessary to compile, analyze and synthesize large volumes of complex data, manage it and extract what is most essential to produce the best analyses. They are also expected to demonstrate the ability to clearly communicate their analysis via writing and oral briefings. The contractor shall:

4.4.1. Develop and maintain graphs, charts, and other products supporting TRRP, AWG, DRRS, MCCRE, and T&E Programs, as required.

4.4.2. Plan and host the AWG meetings.

4.4.3. Publish AWG meeting minutes to authorized recipients.

4.4.4. Update and maintain the information located at the TRRP/AWG SharePoint site or other command designated repository.

4.4.5. Inform FD implementation and TE 2030.

4.5. Task 5: Provide data science support. The contractor shall provide data science expertise and support implementation of Artificial Intelligence/Machine Learning (AI/ML) tools/capabilities plus familiarity and use of government approved data science software tools. The contractor will keep the COR apprised of transition task progress within the WAR and MSR (see 7.3. Reports). The contractor shall:

4.5.1. Possess an advanced proficiency and use existing Data Science Platforms and software available on the MCEN NIPRNET and SIPRNET to include Python, R, Anaconda, Microsoft Power Platform and Azure AI capabilities, and Jupiter / Advana capabilities (Databricks, Qlik).

4.5.2. Conduct analysis of data from Marine Corps authoritative databases to conduct descriptive, diagnostic, predictive, and prescriptive analysis as it pertains to training and education.

4.5.3. Develop, test, and field up to five predictive models per year on the Marine Corps environment on either Marine Corps NIPRNET or SIPRNET environments (dependent on the classification of the data being modeled).

The contractor is responsible for obtaining approval of and fielding the models in development, test, and production environments.

4.5.4. Provide prescriptive data-driven recommendations gathered from descriptive, diagnostic, and predictive analyses drawn from Service stakeholder expertise, data science, and other advanced analytic capabilities.

4.5.5. Coordinate work with ORSA analysts from CD&I - OAD, Manpower & Reserve Affairs (M&RA) and other Marine Corps elements, as required.

5. Meetings

5.1. Periodic meetings involving the Government and the contractor are necessary to facilitate documentation, analysis, and support efforts. Date, time, and location will be determined by mutual agreement between the contractor and the COR. Minutes of these meetings shall be provided by the Contractor to the COR in the Monthly Progress Report. Reoccurring meetings to attend include Weekly OAS meeting, Weekly MCCLL Operations meetings, PSD-directed OPTs, events, conferences (e.g., Force Synch), and Command-directed Town Halls.

5.2. Post Award Kick-off Meeting. The COR shall schedule a post award kickoff meeting with the contractor within five (5) days after date of contract award. The purpose of this meeting is to ensure the contractor and the government understand their roles and responsibilities. Items that will be discussed include authority of government personnel who will administer the contract; reporting requirements; work requirements; security requirements; procedures for monitoring and measuring contract performance; proper routing of correspondence; billing, voucher approval, and payment procedures; and deliverables and delivery dates.

5.3. In Progress Review (IPR). The contractor shall schedule and conduct IPRs at a minimum every three (3) months (quarterly), or as requested by the COR to inform the PSD and review progress.

6. Contractor Qualification and Experience.

6.1. All contractor personnel shall possess the ability to work independently, have excellent communication and analytical skills, and have experience in tracking processes through to completion. All contractor personnel will be experienced in the use of all Microsoft Office applications and in the use of web-based databases and search engines. Contractor will have access to data science tools and capabilities to support the tasks on this contract.

Contractor personnel must have a working knowledge and understanding of required analytic tools to support the tasks in this contract. Additionally, the contractor shall stay abreast of the latest data science trends, tools and processes allowing the government to take full advantage (time and capability) of these new capabilities.

6.2. In case of unsatisfactory contractor performance, the Contractor will take appropriate corrective action within ten (10) business days of formal notification to correct the problem as identified by the COR. In the event that the problem remains unresolved in excess of ten (10) working days, the Contracting Officer will be notified by the COR so appropriate action is taken, to include employee removal from current contract, if warranted. The Program Manager shall ensure that all Government owned property is returned to the COR should a Contractor employee be removed.

7. Deliverables.

7.1. General. The Contractor shall provide deliverables management as defined in the PWS. All items and deliverables generated by the Contractor under this PWS, and all associated intellectual property, in whatever form, created, generated, or produced under this PWS shall become the property of the U.S. Government/Marine Corps;

therefore, the U.S. Government/Marine Corps shall have the irrevocable, royalty-free, worldwide right to use, modify, reproduce, perform, display, release, or disclose such items, in whole or in part, in any manner, and for any purpose whatsoever, and to have or authorize others to do so. The contract includes DFARS 252.227-7020 and 252.227-7021. All Contractor developed databases, analyses, studies, applications, and information completed or in progress under the contract (“Items”) shall be solely and fully owned by the Government. Upon completion of the contract, the Contractor shall turn over such documents and Items to the Government if not already delivered.

The PWS/Contract will include all applicable DFARS clauses (including, but not limited to, DFARS 252.227-7013, 7014, 7015, and DFARS 252.227-7020, 7021) to ensure protection and ownership of all deliverable technical data/Items generated. The Contractor shall provide all deliverables in a version, format, and media used/useable and modifiable by the Marine Corps. Furthermore, unless otherwise directed by the COR, the deliverable items identified in this PWS/Contract shall be delivered in a media and an electronic format compatible with resources currently being used by the Marine Corps. The Marine Corps shall have unrestricted access and use of all Deliverables upon delivery. Therefore, the Marine Corps will be provided with intellectual property rights of sufficient scope to allow access and use of the data/materials/Items or other deliverables for any U.S. Government use including, but not limited to, future competitions.

In accordance with DFARS Clause 252.227-7020 (included in the contract) and other laws and regulations all data, Items, and materials, regardless of format, created, generated, produced, and associated intellectual property, that are required to be delivered or provided under, or as a result of, this Contract shall become the property of (or licensed for use by) the U.S. Government/Marine Corps. These data, Items, and materials include, but are not limited to, reports, materials, data, information, and all audio and video data, and materials including, but not limited to, electronic/digital files. It also includes all training and training-related materials which consists of all evaluations and evaluation criteria, computer software/applications and hardware, source code, interfaces, tools, works, databases, and other related items. The items described herein, and any other Items, are hereinafter sometimes referred to individually or collectively as the Work or Works. Specifically, the copyright and/or other intellectual property rights in or to Works will be assigned, and through execution of the contract are assigned, or when appropriate licensed, to the U.S. Government/Marine Corps in accordance with DFARS Clause 252.227-7020.

Therefore, third-party intellectual property rights may be dependent on contract/license terms negotiated to provide all necessary rights and licenses to accomplish the subject effort worldwide, the compilation Works that include newly created and/or third-party intellectual property will be assigned to the Marine Corps as a compilation Work.

Therefore, unless intellectual property rights are licensed (in accordance with DFARS Clause 252.227-7020 and as negotiated (and approved by the KO) to provide all necessary rights and licenses to accomplish the effort/mission worldwide to the U.S. Government/Marine Corps, the U.S. Government/Marine Corps shall be the sole owner of all intellectual property and other rights in or to these Works. Therefore, any restricted data rights, information, software, materials and/or other items/Items, including the Contractor’s or a third-party’s proprietary data, information, software, materials and/or items/Items shall not be used under this Contract without the specific written approval by the KO prior to the start of any work that includes the use of any such Works.

Use of Works and other items – Without the prior written permission of the KO, no Work, created or provided expressly for this Contract shall be used by the Contractor for any purpose other than those purposes that are in support of, or for performance under, this effort/Contract/task order/PWS. The Contractor and its employees and subcontractors are obligated to protect from unauthorized use or disclosure all Government confidential or classified material and/or Government-owned proprietary and/or Personally Identifiable Information or Personal Privacy, items obtained in the course of performance under this contract, as long as such items remain proprietary, confidential, sensitive, or classified.

Confidentiality: All Contractor personnel shall safeguard personal information in accordance with the Privacy Act of 1974. Improper disclosure of sensitive or private information in violation of the DON Privacy Act Program (SECNAVINST 5211.5E or superseding guidance) may subject the Contractor or its personnel to criminal liability.

Any information obtained in the course of duties, or the performance of services, under this contract including, but not limited to, information that may be made available for use that relates to the technical data, trade secrets, processes operations, style of work, or apparatus, or to the technical data, statistical data, amount or source of any income, profits, losses, or expenditures of any person, firm, partnership, corporation, or association is included in this clause. Contract personnel shall not publish, divulge, disclose, or make known this information (hereinafter, singularly, or collectively, included in the definitions for “Items” or “Works”) or any other items/works created or provided expressly for this contract, in any manner, or to any extent not previously authorized in writing by the KO or the Contracting Officer’s Representative (COR). Moreover, when the Contractor’s need for any such Items and/or Works ends, the Items and/or Works shall be returned promptly (within 15 business days) to the appropriate government program personnel. The Contractor may archive documents digitally but shall follow retention policy in SECNAV M-5210.1, Department of the Navy, Records Management Manual, available at https://www.secnav.navy.mil/doni/manuals-secnav.aspx. For records remaining at expiration of the contract, coordinate with the Contracting Officer before purging.

7.1.1. Deliverable Media and Format. Deliverables will be provided in electronic format using the Microsoft Office suite.

7.1.2. Deliverable of Predictive Model packages and other Data Science deliverables. Deliverables will be provided in development, test, and production stages with test plans and well documented coding and remarks for transparency and auditability.

7.1.3. Distribution of Deliverables. The contractor shall distribute data in the forms and quantities to the COR in accordance with the deliverable section of this PWS. The Marine Corps shall have unrestricted access and use of all deliverables upon delivery. The Contractor shall provide all deliverables in a version that is usable and modifiable by the Marine Corps.

7.2. Plan of Actions and Milestones. The contractor shall develop a detailed Plan of Actions and Milestones (POA&M) identifying tasks needing to be accomplished, any milestones in meeting the tasks, and a by date schedule of milestones for the overall project. The POA&M shall be provided to the COR within fourteen (14) days after date of award.

7.3. Reports. The contractor shall develop a Weekly Activity Report (WAR) in addition to a comprehensive Monthly Status Report (MSR). Requirements and intended audiences are detailed as follows:

7.3.1. WAR. On a weekly basis, provide status of tasks of this PWS to the COR, for inclusion in the OAS WAR, the Chief of Staff (CoS) Synchronization Quad, and the CG TECOM bi-weekly report. The WAR is not intended to be a duplicate of the more detailed MSR.

7.3.2. MSR. The Contractor shall submit a monthly progress report to the COR and assigned Contract Specialist, no later than the 10th day of the following month for the work accomplished from the first (1st) through the final calendar day of the previous month. This report shall be provided in an electronic format required in paragraph 7.1.1 this PWS. The monthly report shall include, at a minimum, the following:

• Contractor’s name, contract number, period that the report covers.

• Task progress during the past month, plans for the forthcoming month.

• Review status of the POA&M, and any challenges meeting future deadlines or required changes to the

POA&M which require COR approval.

• Problems or delays (actual or anticipated) requiring government action and summary of action required.

• Personnel turnover, and future staffing projections that may have an impact on the progress of the requirement; and

• Deliverables accepted or rejected, inclusive of the final day of the month as well as the reason for rejection and timeline for resubmission.

7.4. Decision briefs to the COR, selected TECOM staff will be on call, as necessary.

7.5. Deliverables Requiring Government Review and Approval. The Government will have five (5) business days to review the deliverable and respond to the contractor in writing as to the acceptance of a deliverable. The Government will provide a written description of all deficiencies and discrepancies discovered during the review to the contractor; the contractor shall submit corrected deliverable within five (5) business days at no additional cost to the Government. Deliverable schedule:

Deliverable Content Due Date

Plan of Actions and Milestones (POA&M) See 7.2 As required, to the COR.

Weekly Activity Report (WAR) See 7.3.1

Due to COR by close of business each Wednesday. As necessary, this date may vary by no more than 48 hours due to scheduling events such as holidays.

Monthly Status Report See 7.3.2

Due to COR no later than the 10th day of the following month for the work accomplished for first (1st) through the final calendar day of the previous month.

Deliverable Content Due Date

Quality Control Plan (QCP) See 8.2 Due to COR within thirty (30) days of contract award.

4.2.2. Trend Recommendation

Products

Products will contain recommended trends for presentation of systemic trends to the TRRP Working Group (WG) and to TECOM Battle Rhythm events.

Due monthly to the COR.

4.3.5. Post-TRRP WG and

AWG products

TRRP WG and AWG products will be maintained in the SharePoint repository and within the Teams application folders.

Due weekly to the COR.

4.4.3. AWG Meeting Minutes Publish AWG meeting minutes and post on SharePoint site Due to the COR monthly.

4.4.4. Maintain SharePoint

site

Update and maintain the information located at the TRRP/AWG SharePoint site or other command designated repository.

Due weekly to the COR.

4.5.3 Data Science

Deliverables. Data Science deliverables Monthly and quarterly updates per deliverable schedule

Table 1: Schedule of Deliverables

8. Quality Assurance Management.

8.1. Quality Assurance and Performance. A Quality Assurance Surveillance Program (QASP) will establish the requirements for acceptance of work, performance quality, and associated deliverables. The COR is responsible for establishing the provisions of the QASP. The QASP shall incorporate the contractor’s proposed quality control processes with the government’s terms and conditions for acceptance of products and services. Additionally, the contractor shall develop and include a set of functional metrics at both the division and contract level that shall serve as a means for performance benchmarking. Such metrics will be employed by the COR as a means for gauging overall effectiveness and correcting any problems associated with performance. Overall quality ratings will be provided to the contractor quarterly/semi-annually (as determined by COR) for contract-level performance.

8.2. Quality Control Plan (QCP). The contractor shall develop a QCP as a means for gauging overall effectiveness of performance. The contractor shall provide their QCP to the COR within thirty (30) days of award for review and comment. The QCP will address the contractor’s plan to meet quality and performance standards outlined in the Performance Requirements Summary (PRS) and must include, at a minimum, the following components:

• Quality objectives

• Key project deliverables and processes to be reviewed for satisfactory quality level

• Quality Standards

• Quality control and assurance activities

• Quality roles and responsibilities

• Quality tools

• Plan for reporting quality control and assurance problems

8.3. Performance Requirement Summary (PRS). Performance of a service will be evaluated to determine whether it meets the performance standard. Inspections may be performed by the COR, or any tenant of the facilities designated by the COR. Re-performance/correction of action is the preferred method of correcting any unacceptable services. If an unacceptable service is annotated on a Contract Discrepancy Report (DA Form 5479-R) the contractor shall provide the Government written response stating why the performance standard was not met, how the performance will be returned to acceptable levels, and how recurrence of the cause will be prevented in the future.

PERFORMANCE REQUIREMENTS SUMMARY (PRS)

Outcome Performance Inspection Incentive

Stakeholder Outcome

Objective / Standard

PWS

Para

Acceptable Quality Level

Inspector Method & Frequency

Performance Incentive / Remedy

Plan of Actions and Milestones

(POA&M)

Develop a POA&M identifying tasks, milestones, and a by date schedule of milestones for the overall project

7.2 95% accuracy COR Detailed inspection

Upon initial submission (within 14 days of award) and monthly upon receipt of MSR

Re-accomplish at no additional cost to the government.

Consequential impacts to timelines and performance may warrant financial consideration, negative CPARS entry or contract termination.

TRRP-related tasks

Prepare responses to TRRP-related tasks that arrive via TMT, official message traffic, or other method (e.g., electronic mail).

4. 95% accuracy and completed on time. Less than 5% rework required for completed task

COR Detailed inspection

As incoming tasks are due

Re-accomplish at no additional cost to the government.

Consequential impacts to timelines and performance may warrant financial consideration, negative CPARS entry or contract termination.

Weekly Activity Report (WAR)

Produce weekly activity…