E.1 M0026426R0001 Amendment 0001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

FAR (48 CFR) 53.243

The purpose of this amendment is to:

1. Extend the offer due date to 6 January 2026.

2. Revise the PWS, FAR clause 52.222-42, and the FAR 52.212-1 Addendum. All changes are highlighted in yellow .

3. Revise RFP Attachment 2 Staff ing Matrix. All changes are highlighted in blue.

4. Revise RFP Attachment 3a Past Performance Questionaire. All changes are highlighted in yellow .

5. Revise RFP Attachment 4 Price Workbook. All changes are highlighted in blue.

With the exception of highlighted portions of the solicitation noted above, all other terms and conditions remain unchanged.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 31

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

16C. DATE SIGNED

BY 19-Dec-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 M0026426R0001

X 9B. DATED (SEE ITEM 11)

30-Sep-2025

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

19-Dec-2025

CODE

MCINCR - RCO

2010 HENDERSON RD CAPT BRADLEY A. HOOVER

QUANTICO VA 22124

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

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

M0026426R0001

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SOLICITATION/CONTRACT FORM

The required response date/time has changed from 03-Nov-2025 10:00 AM to 06-Jan-2026 10:00 AM.

The following have been modified:

FAR 52.212-1 ADDENDUM

52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL PRODUCTS AND COMMERCIAL

SERVICES ADDENDUM

Tailored in accordance with FAR 12.302(a)

This is a Federal Acquisition Regulation (FAR) Part 12, Acquisition of Commercial Items, procurement utilizing the procedures in FAR Part 15, Contracting by Negotiation procedures. This request for proposals (RFP) will result in a single award with Firm Fixed-Price (FFP) and Cost Reimbursement contract line items (CLINs).

The Government intends to make an award from initial proposals; therefore, offerors should provide their most competitive and complete proposal assuming there will not be a future opportunity to revise its proposal. However, after receipt of proposals the Government may, with or without notice, conduct discussions with and, if desired, seek proposal revisions from as many or as few offerors as it, in its discretion, deems appropriate. Volume page limitations noted below may change based on proposal revisions received in response to discussions.

An offeror’s proposal must be determined to be acceptable or better to be eligible for award. The offeror must demonstrate an understanding of and an ability to meet the requirements set forth in the solicitation. All claimed capabilities to meet the requirements shall be realistic and are subject to verification by the Government. The offeror shall provide sufficient detail to substantiate the validity of all statements. General statements that the offeror can or will comply with the requirements, that standard procedures will be used, that well known techniques will be used, or paraphrasing the solicitation’s requirements in whole or part will NOT constitute compliance.

Non-conformance with these instructions may result in rejection of the proposal, an unfavorable proposal evaluation, or the proposal being deemed ineligible for award.

The Government reserves the right to incorporate all or part of the successful offeror’s proposal into the resultant Contract.

(b) Submission of offers.

1. QUESTIONS

Offerors may submit questions requesting clarification of solicitation requirements. All questions must be received no later than 10 Oct 2025 at 10:00AM Eastern Time (ET). All questions shall be submitted on the attached Question and Answer form (RFP Attachment 1) in its original file format and to not convert the form to a version in Word, Adobe Acrobat (.pdf), or other file format. The form is to be submitted electronically to:

cynthia.guthridge@usmc.mil and bradley.hoover@usmc.mil.

Questions received after the aforementioned date and time will not be accepted.

2. OFFERS

mailto:cynthia.guthridge@usmc.mil mailto:bradley.hoover@usmc.mil

Electronic (email) offers only will be accepted; paper copies are not required nor desired. Offers must be received by the date and time stated in Standard Form (SF) 1499 Block 8. Offers are to be submitted to:

cynthia.guthridge@usmc.mil and bradley.hoover@usmc.mil. Email subject line shall read “M00264-26-R-0001 Submission [Vendor name] Source Selection Sensitive”.

Due to the firewall at Marine Corps Base Quantico, please be advised it is the offeror’s responsibility to ensure all electronic submissions are received by the Marine Corps Installations National Capital Region- Regional Contract Office (MCINCR-RCO) in the timeframe given above, and not exceeding the file limit size of 25MB per electronic submission. Delivery delays that cause a question to be unanswered or an offer to be late are not the responsibility of MCINCR-RCO. Offerors are advised to contact all above named individuals if receipt of questions or the offer is not acknowledged within an hour of it being transmitted or within an hour of the submission closing date and time.

3. OFFER FORMAT

To maximize efficiency for proposal evaluation, the entire offer submission must meet the following format Requirements. At the discretion of the Government, failure to provide the information in the required format may be considered a deficiency. A deficiency is a material failure of an offer to meet a requirement in the Request for Proposals. The Government reserves the right to edit offending portions of an offer and/or redact offending portions of an offer to ensure those portions are neither read nor evaluated. The Government further reserves the right to determine that an offer is deficient. No award will be made to an offeror whose offer is determined to have a deficiency. Offerors are cautioned to ensure all solicitation requirements are met. Offerors are cautioned to pay attention to the detail requirements of this solicitation, as a failure to follow instructions is critical to the performance of the award.

a. Each page must Shall include the solicitation number and the offeror’s business name; except for Government-generated RFP attachments.

b. Each page of the quote shall include the following footer: “CUI:/SSEL/CONREG/PROPIN”, except for Government-generated RFP attachments.

c. Pages shall be numbered consecutively within each volume. As an example, page 7 of Volume II is numbered II-

7. All pages shall be numbered; except for Government-generated RFP attachments.

d. Minimum 10-point font, Times New Roman font for all text material, graphics, figures, exhibits, screen shots, matrices, drawings, and etc. Failure to ensure the offer meets this submission requirement may result in editing of offending material, redaction of offending material or the elimination from competition of the entire proposal as deficient without prior notice to the offeror. Any exceptions are noted below in section 4.2 and 4.3.1.

e. Each page if printed: fits on 8.5 x 11 inch paper, at a minimum is single-spaced, has a minimum 1 inch margin on all sides.

f. Spreadsheet files shall include all formulas. All rows, columns, cells, and worksheets shall be visible; no password protected fields (excluding Government protected fields). Decimal places are limited to two (2) places.

g. Page limitations specified for each volume shall not be exceeded. All material in excess of the specified page limits will neither be read nor evaluated. Cover pages, table of contents, appendices, references, plans, etc., as well as graphs, charts, attachments and diagrams are included in the page count, unless otherwise noted. Partial pages count as a full page.

h. No hyperlinks are permitted. All material and information contained through hyperlinks will neither be read nor evaluated.

i. Microsoft Office 2016 compatible files or searchable Adobe pdf files are required.

j. RFP Attachment 1, 2, and 4; as well as RFP PWS Attachment 1, are submitted in Excel as an attachment to the proposal.

4. OFFER CONTENT

The offer shall be presented in four separate volumes:

Volume I: Administrative and Compliance Volume II: Technical Volume III: Past Performance Volume IV: Price mailto:cynthia.guthridge@usmc.mil

Offerors are advised to ensure their proposal is accurate and complete. Each offeror shall assume the Government has no prior knowledge of its capabilities and experience. Each proposal shall stand on its own. It shall not be dependent or reliant on information not submitted. Brochuremanship is NOT desired, rather clarity, completeness, and conciseness are essential. Offerors are cautioned they are responsible for ensuring the information they desire to have evaluated for a particular volume is contained in that specific volume. The Government will consider information not found in the designated volume as being omitted from the offeror’s proposal.

4.1 Volume I Administrative and Compliance Documentation (No page limitation)

4.1.1 Offer Letter

• The solicitation number.

• Company information (name, address, telephone, CAGE, UEI, TIN).

• “Remit to” address, if different than above provided address.

• Authorized personnel who, in the event of questions, can provide answers regarding the offer and act on behalf of the company.

• Statement acknowledging all solicitation amendments (as applicable).

• Statement of agreement or statement specifying the extent of agreement with all terms and conditions, and provisions included in the RFP. Offerors are to clearly detail any exceptions taken and the rationale for the exceptions taken. Please note that exceptions taken to the RFP may render the offer unacceptable to the Government.

• Identify all proposed sub-contractors, to include teaming and joint ventures, by company name and

CAGE.

• Self-certify compliance with FAR 52.219-14 ‘Limitation on Subcontracting’.

• Demonstration of responsibility as required in FAR 9.104-1.

• Length of proposal validity (Proposal validation shall be for no less than 210 days.)

• SF 1449 page 1 with signature and date (pdf submission only).

• Total evaluated price.

4.1.2 Solicitation Representations and Certifications

Completed copy of all FAR and Defense Federal Acquisition Regulation Supplement (DFARS) solicitation representations and certifications are required for the prime. If the (prime) offeror completed all the solicitation’s required FAR and DFARS representations and certifications in the System for Award Management (SAM), please include a statement stating the representations and certifications required in the solicitation are in SAM and are current and correct; including a copy of them all within Volume I is not necessary. Any required FAR and DFARS representations and certifications that are not available in SAM shall be submitted in Volume I.

4.1.3 Organizational Conflict of Interest (OCI)

Offeror shall provide an affirmative statement that no actual or potential OCIs exist, or a detailed plan which mitigates existing or anticipated OCIs. 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. The prime contractor must validate that no OCIs exist between the prime and proposed subcontractors. The prime is responsible for managing and validating the OCI status of its subcontractors.

4.1.4 Verification of Eligibility of Small Business Joint Ventures

A small business joint venture offeror must submit, with its offer, the representation required at FAR 52.212-3 ‘Offeror Representations and Certifications-Commercial Products and Commercial Services’ at paragraph (c), and FAR 52.219-1, Small Business Program Representations’ paragraph (c) in accordance with 52.204-8(d) and 52.212-3(b) for the following categories:

(A) Service-disabled veteran-owned small business.

4.1.5 All Other Provisions and Clauses

All other provisions and clauses not pertaining to 4.1.2 herein requiring contractor acknowledgment/completion must be addressed.

4.2 Volume II Technical: Factor 1 (page limitation: 30 total pages. ALL pages count, with exception of RFP Attachment 2. All material beyond page 30 will neither be read nor evaluated. RFP Attachment 2 shall remain as an Excel document and submitted as an attachment.)

This volume shall not contain pricing data or pricing information whatsoever.

The technical volume shall focus on the offeror’s ability to achieve successful contract performance and specifically include the following:

4.2.1 Technical Approach Description

A detailed description of the proposed technical approach for Wounded Warrior Task Requirements PWS Section 6 Tasks 6.1 through 6.5. The proposal must demonstrate an understanding of and an ability to meet the PWS requirements. The proposal must sufficiently describe the company’s capability to provide the required services, how it will address vacancies, and how it will comply with the requirements throughout the performance period. The description shall identify which task and/or subtasks will be performed by the prime and which will be performed by a (named) subcontractor.

4.2.2 Management Plan

A detailed description of the proposed Standard Operating Procedures addressing (at a minimum), the required content listed in the Delivery Schedule table at PWS Section 7.

4.2.3 Staffing Matrix

Offerors must provide a staffing matrix, utilizing RFP Attachment 2, which details the minimum proposed qualifications and capabilities of all proposed personnel, what PWS task(s) each will perform, and how the proposed positions and associated qualifications and capabilities will contribute to performance that meets or exceeds the PWS requirements. The offeror shall describe what constitutes a full time equivalent and state the proposed productive work hours. The proposal shall describe how the approach to integrating the various background, education, and experience of its proposed personnel ensures the offeror will meet or exceed the PWS technical requirements. Submission of resumes, “resume like” information, and the name of individuals is strictly prohibited.

The offeror shall identify and map its company position name to the occupation code and position description per the Department of Labor (DoL) Occupational Outlook Handbook (https://www.bls.gov/ooh/) or to the Service Contract Labor Standards statute for each of the positions proposed for this effort.

RFP Attachment 2’s format shall not be altered, nor should additional tabs be added to the spreadsheet.

The awardee’s staffing matrix will become the minimum standard in the resultant contract.

4.2.4 Phased Transition-In Approach

https://www.bls.gov/ooh/

Pursuant to PWS Paragraph 9.1, and the delivery table at PWS Paragraph 7, the proposal shall include a comprehensive description of the phased transition-in approach, scheduled to begin on 15 March 2026, which is 30 days prior to the expiration of the current contract.

4.3 Volume III Past Performance: Factor 2 (page limitation: 20 total pages. All material beyond page 20 will neither be read nor evaluated. Page limitation excludes the below mentioned PDFs of each referenced past performance, any necessary Past Performance Questionnaires, any necessary signed commitments as described below, and any CPARS records if the offeror so chooses to include).

The offeror shall demonstrate relevant and recent past performance or affirmatively state that it possesses no relevant and recent past performance. Relevant past performance is defined as the level of similarity in scope, magnitude, and complexity as compared to what the effort requires. Recent is defined as a contract performed within the past five years from solicitation date.

When submitting a subcontractor past performance, a commitment signed by the 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 Past Performance volume, 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).

4.3.1 Past performance submission

To demonstrate its past performance, the offeror shall identify up to three of its most relevant and recent contract efforts. The offeror must be the prime on at least one of the three efforts. If the prime provides its past performance as a subcontractor as part of the three most relevant contracts or efforts, the subcontractor past performance will be given weight relative to the scope, magnitude, and complexity of the aspects of the work under the solicitation that as a subcontractor it performed. Past performance of proposed subcontractor(s) or teaming partner(s) identified in Volume I and Volume II may be included.

All offerors must provide a PDF version of each referenced past performance effort that includes: 1) the signed cover page of the referenced contract award, 2) the referenced contract’s priced line items (and sub-line items if any) and 3) the referenced contract’s Performance Work Statement/Statement of Work/Statement of Objectives, as applicable. This information is not included in the page limitations. An exception to the font size and type required at 3d may apply to these documents only based on pre-existing formatting not in the offeror’s control.

All offerors must provide its past performance utilizing RFP Attachment 3. The attachment shall not be altered, meaning margins shall not be adjusted, no additional tables shall be added, tables shall not be removed, and the required instructions and information within each table shall not be edited. Completion of the form shall be 10pt, Times New Roman font. Attachment 3 shall be submitted in its original form as one word document.

In the event a CPARS record (interim or final) is not available for a referenced past performance contract, RFP Attachment 3a ‘Past Performance Questionnaire’ (PPQ) must be utilized. The offeror will complete PPQ’s Section I and II and then provide the PPQ to the named contact (assessor) for completion. The assessor will complete PPQ’s Section III through Section XI, and upon completion provide the PPQ directly to the contracting office as instructed in the PPQ.

It is preferred (not mandatory) that all Volume III documents, with the exception of Attachment 3, be consolidated and be submitted in one PDF file rather than multiple, individual documents. All documents shall be clearly labeled and clearly identified as belonging to a particular volume.

4.4 Volume IV Price: Factor 3 (page limitation, excluding the pricing template: 10 pages. All material beyond page 10 will neither be read nor considered. The Excel Price Workbook shall be submitted as an attachment.)

The offeror shall provide sufficient price information to allow the contracting officer to determine reasonableness of the proposed price. The price proposal shall include a narrative describing any assumptions, an explanation for any year-to-year price fluctuations used in the unit prices, an explanation for the proposed travel handling rate, and any other information deemed necessary to support the basis of the offeror’s price.

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 the submission of additional data other than certified cost or pricing data, the offeror should be prepared to submit the data within five business days after being requested by the Government. Should one of the business days fall on a Federal holiday, the next business day will be counted in succession.

4.4.1 Price submission

The offeror’s price is submitted by completing the attached price workbook (RFP Attachment 4) in MS Excel format (.xlsx) with formulas intact (NOT a read-only spreadsheet) (No macros). The offeror shall ensure a total evaluated price is included in its proposal adhering to the price workbook provided (RFP Attachment 4). The offeror shall propose unit prices and handling rates (as applicable) for each pricing element in the Price Matrix worksheet within the price workbook (RFP Attachment 4). The total evaluated price is defined as the sum of the base price, all option prices, plus FAR 52.217-8. Data contained in the price workbook shall be consistent with the data contained in the Technical Volume, meaning, the price supports the level of resources proposed and required to fulfill the solicitation’s requirements. The price workbook shall remain in its initial form, meaning no additional worksheets/tabs with additional information shall be added. Price workbook formulas shall remain as structured. If a pre-established formula error is noted, make any necessary corrections but notify the contracting office immediately.

Handling Rates: Since unit prices are not set on the contract for Travel, the fixed handling rate shall consist of expenses other than the cost for travel (direct cost). This handling rate shall be based on a percentage the contractor will charge for processing and acquiring Travel (CLIN’s 0005, 1005, 2005, 3005, and 4005). The handling rate encompasses handling and indirect expenses the contractor may account for when processing transactions. No additional indirect rates are applicable since there is a negotiated fixed price handling rate in the contract. This rate is a fixed rate to be applied on a per dollars basis. The rate will be incorporated in the contract. The offeror shall account for the handling rate in their Total Evaluated Price amount. Fee is strictly prohibited.

4.4.2 Price Workbook

The price workbook contains three (3) sheets: Basis of Estimate; Price Matrix; and, Total Evaluated Price Matrix.

4.4.2.1 Basis of Estimate: This sheet is similar to the Technical Volume’s Staffing Matrix but requires offeror input of annual hours, fully burdened labor rates, and total annual labor costs for each performance period.

4.4.2.2 Price Matrix: This sheet requires offeror input of line-item pricing on a per month basis or each basis, for each performance period. Offeror input is also required for its handling rate percentage for travel.

4.4.2.3 Total Evaluated Price Matrix: This sheet cumulates the information entered by the offeror on the Price Matrix sheet and produces the total evaluated price utilized in the Government’s evaluation. Contractor input on this sheet is not required.

(e) Multiple offers.

Offerors shall not submit multiple offers representing alternative terms and conditions for satisfying the requirements of this solicitation.

(f) Late submissions, modifications, revisions, or withdrawals of offers. (2)(i): Late and incomplete proposals will be not evaluated and will be deemed ineligible for consideration of award.

LIST OF ATTACHMENTS

RFP Attachments PWS Attachments

1. Question and Answer Document 1. GFP Attachment

2. Staffing Matrix

3. Past Performance 3a. Past Performance Questionnaire

4. Price Workbook

5. Wage Determination

6. (12) Month Metrics

The following will become part of the contract at time of award:

RFP Attachment 2: Staffing Matrix RFP Attachment 4: Price Workbook RFP Attachment 5: Wage Determination PWS Attachment 1: GFP Attachment

End 52.212-1 Addendum

FAR 52.212-2 ADDENDUM

52.212-2 EVALUATION – COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES ADDENDUM

Tailored in accordance with FAR 12.301(c)

GENERAL

The Government anticipates a single contract award with a 12-month base period of performance, with four 12-month option periods of performance resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered.

The Government will execute the evaluation using the Best Value Tradeoff source selection process and will be conducted pursuant to FAR Part 15 ‘Contracting by Negotiations’. The Best Value Tradeoff criteria is established in Tables 3 – 5 in the Department of Defense (DoD) Source Selection Procedures (SSP), dated 20 August 2022.

BASIS OF AWARD

The Government will evaluate each proposal based on the non-price factors and the price factor as described below.

Proposals that are rated “Unacceptable” or “Marginal” in Factor 1 (Technical Approach) or that receive a “Limited” or “No Confidence” rating in Factor 2 (Past Performance) will be considered deficient and ineligible for award.

Factors and Relative Importance of Factors

To determine the proposal providing the best value, a tradeoff process of the following factors will be conducted:

Factor 1: Technical Factor 2: Past Performance Factor 3: Price

The non-price factors (Factors 1 and 2) are in descending order of importance. All non-price factors when combined are significantly more important than Factor 3- Price. Prospective offerors are forewarned that a proposal with the lowest evaluated price meeting the solicitation requirements may not be selected for award if a qualitatively superior, higher-priced proposal is determined to be more advantageous to the Government. The Government is not bound to make award to an offer that exceeds the requirement if it provides no benefit or value to the Government.

EVALUATION CRITERIA

Each offeror’s submission will be screened by MCINCR-RCO to ensure completeness and compliance with all the preceding instructions. Failure to adhere to offer format and offer content may result in the submission being determined as noncompliant and ineligible for consideration of award editing of offended material, redaction of offending material or the elimination from competition of the entire proposal as deficient without prior notice to the offeror.

Factor 1: Technical

The technical factor will include evaluation of the offeror’s Technical Approach Description, Management Plan, Staffing Matrix, and Phased Transition-In Approach. This factor will be rated in accordance with DoD’s SSP Table 3 Combined Technical/Risk Rating Method.

(i) Technical Approach Description. The offeror will be evaluated on how it effectively demonstrates:

- An understanding of and ability to meet the requirements identified in section 4.2.1 of FAR 52.212-1 Addendum.

(ii) Management Plan. The offeror will be evaluated on how it effectively demonstrates:

- A detailed description of the proposed Standard Operatng Procedures addressing (at a minimum), the required content listed in the Delivery Schedule table at PWS Section 7.

(iii) Staffing Matrix. The offeror will be evaluated on how effectively its Staffing Matrix demonstrates:

- The proposed personnel meet or exceed the minimum required qualifications at PWS Section 8;

- How its personnel are assigned to perform the PWS task(s), and how those positions and qualifications will contribute to successful performance of PWS requirements;

- Its full time equivalent and productive hours.

(iv) Phased Transition-In Approach. The offeror will be evaluated on how its Phased Transition-In approach effectively demonstrates:

- Its approach to provide a transition 30 days prior to the current contract’s end date;

Factor 2: Past Performance

The evaluation will be conducted based on the information provided by the offeror in RFP Attachment 3 and 3a, as applicable. The past performance factor will evaluate the offeror’s past performance of relevant and recent past performance contracts as it relates to this effort. Relevant past performance is defined as the level of similarity in scope, magnitude, and complexity as compared to what the effort requires. Recent is defined as a contract performed within the past five years from solicitation date. The outcome of the evaluation will determine the degree of confidence the Government has in the offeror’s ability to provide services that meet the Government’s need based on a demonstrated record of its relevant and recent past performance, as well as the quality of its performance. The Government will give greater consideration to the contracts or efforts which the Government determines are most relevant. This factor will be rated in accordance with the DoD SSP Performance Confidence Assessment method.

The offeror will be evaluated on how its past performance:

- Is recent in terms of the stated information provided above;

- Is relevant in terms of scope, magnitude of effort, and complexities the solicitation requires;

The evaluation will also include, as applicable, the submitted Past Performance Questionnaire(s) to determine how well the offeror performed.

An offeror determined to have no record of recent, relevant past performance (or in an instance where no information on the offeror’s past performance is available), will not be evaluated favorably or unfavorably for the Past Performance factor. In this case, the offeror’s past performance is unknown and assigned a performance confidence rating of “Neutral”.

The Government may obtain past performance information from points of contact other than those identified by the offeror, from the Contractor Performance Assessment Reporting System (CPARS), Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), or other databases; and interviews with Defense Contract Management Agency (DCMA) for the purpose of evaluating the offeror’s past performance.

In accordance with DFARS 252.204-7024, the offeror’s risk assessment in the Supplier Performance Risk System (SPRS) will be evaluated. Offerors without a risk assessment in SPRS shall not be considered favorably or unfavorably.

Factor 3: Price

The offeror’s total evaluated price is outlined in RFP Attachment 4. The Government will conduct its evaluation by performing a price analysis of the total evaluated price in accordance with FAR 15.4 to determine price reasonableness and best value. The Government’s evaluation will also include an analysis of unbalanced pricing. The total evaluated price will also be evaluated for consistency to ensure the information contained in other volumes is reflected.

In accordance with DFARS 252.204-7024, evaluation will also include the offeror’s Price Risk in the SPRS.

Offerors without a Price Risk assessment in SPRS shall not be considered favorably or unfavorably.

End 52.212-2 Addendum

PERFORMANCE WORK STATEMENT

SERGEANT MERLIN GERMAN

WOUNDED WARRIOR

OUTREACH AND RESOURCE SUPPORT SERVICES

PERFORMANCE WORK STATEMENT

1. INTRODUCTION

This non-personal services requirement provides outreach and resource support to the United States Marine Corps Recovery Care Program (RCP) and is a vehicle the Wounded Warrior Regiment (WWR) will use to meet its mission. This contract supports the RCP’s, Sergeant Merlin German, Wounded Warrior Call Center (WWCC) that provides assistance services for wounded, ill, and injured (WII) Marines, Sailors attached to Marine units, and their family members, throughout all phases of the recovery process and the transition to veteran status or return to active duty. The WWCC and satellite contact centers on each coast support the WWR core mission with execution of a comprehensive outreach and assistance program for WII Marines. Support and assistance includes, but is not limited to, non-medical case management and coordination with adjacent government agencies (e.g., Department of the Navy, Veteran’s Administration, Medical Boards, etc.); liaison with non-profit organizations and vocational rehabilitation concerns; and daily outreach and communication. Integral to the execution of this requirement is the vital outreach and support role conducted at the WWCC and the Wounded Warrior Battalion Satellite Contact Centers located at MCB Camp Lejeune, NC and MCB Camp Pendleton, CA. WWCC services primarily focus on Disability / Retired personnel and veterans, while the Contact Centers primarily support Battalion operations and those still on active duty.

2. WWR MISSION

Wounded Warrior Regiment provides leadership and ensures compliance with laws and Department of Defense (DoD) regulations related to the support, recovery, and non-medical care of combat and non-combat WII Marines, Sailors attached to Marine units, and their family members in order to maximize their recovery as they return to duty or transition to civilian life.

3. BACKGROUND

The WWR’s RCP is supported by the WWCC. The WWCC is the primary source of contact for WII Marines and their family members to request and obtain appropriate non-medical assistance from the Marine Corps’ WWR. This assistance includes case management, advocacy, resource identification, referral, information distribution, and care coordination services. The WWCC provides these wide range of services via phone calls, emails, text messages, and social media. WWCC communicates with WII Marines to ensure the appropriate delivery of resources, benefits, and WWR support is received. Support services are provided by WWCC and satellite Contact Centers via Customer Care Representatives (CCR), Non-Medical Case Managers (NMCM), and by Field Service Representatives (FSR).

4. SCOPE

The objective of this Performance Work Statement (PWS) is to provide the supported population - active duty, separated, retired, veteran - of approximately 35,000 WII Marines, Sailors attached to Marine Corps units, veterans, and their family members a centralized outreach and resource call center to assist with the recovery process and transition to veteran status through successful execution of the PWS Tasks. The supported population is subject to change, and may increase during times of war or crises, such as national emergencies.

5. GENERAL REQUIREMENTS

The contractor must possess in-depth knowledge and expertise related to the population they will support.

Knowledge of industry best practices in customer service, contact center operations, and prescribed rules of conduct concerning privacy and confidentiality of information to provide a fully integrated, support solution are critical to successful execution of the PWS tasks. The contractor must remain responsive to program changes and new service offerings. Apart from Field Service Representatives (FSRs), all effort under this requirement are performed at the locations identified and in accordance with Section 14.

5.1. Outreach Requirements

While the WWCC and Contact Centers receive incoming phone calls, conducting outgoing telephone calls, text messages, and emails are the primary means of supporting the supported population. The outreach intervals for current injury classification/severity are classified by the United States Marine Corps and are required per the below table:

Current Injury Classification Outreach Requirements

Target Population Classification Location Contact Frequency

Very Seriously Injured (VSI) WWCC / Contact Centers Every 6 months

Seriously Injured (SI) WWCC / Contact Centers Every 12 Months

Not Seriously Injured (NSI) WWCC / Contact Centers as needs are identified

Integrated Disability evaluation System (IDES) Contact Centers

Two times: 1) Referral to IDES, 2), and at culmination of IDES findings Disability Retirement List (Temporary / Permanent TDRL/PDRL) WWCC / FSR 120 Days

Assessments WWCC / Contact Centers Every Contact

Note: 1) Current injury classification/severity may not be the same as initial classification/severity. Frequency of contact may increase in relation to the service member’s need. 2) Classifications are defined in Marine Corps Order (MCO) 3040.4 (see Section 19, References).

Contact is defined as actual communication, via talk, text, or email, with the Marine, Sailor, or family member.

There must be three (3) contact attempts, all made at different times of the day. All contact must be documented in the Marine Corps Wounded Ill and Injured Tracking System (MCWIITS).

5.2 Required support services are provided by:

5.2.1 Customer Care Representative

Customer Care Representatives (CCRs), considered the first contact for inbound calls, answer all incoming calls, conduct scheduled outreach calls, monitor social media (WWCC personnel only), and conduct interviews and assessments of support requirements with Marines and/or family members. Based upon this assessment, the CCR will provide information and guidance toward applicable resources, benefits, and entitlements that will assist with the individual’s needs. The CCR will serve as a liaison between the Marine and the entity providing resource support to ensure positive contact is established and pertinent information is relayed to focus efforts and address the Marine’s needs. Equally important, the CCR shall fully capture the essence of the WII Marines’ concerns/issues and properly document the information in MCWIITS. WWCC CCRs will typically work in shifts supporting operations with manning dictated by anticipated incoming call volume and availability of target population for outreach.

Note: Based upon the WII population and other fluctuations, the WWR may require additional CCRs. In such circumstances, a future modification will be negotiated and agreed to.

5.2.2 Non-Medical Case Managers

Non-Medical Case Managers (NMCM) (required by DoD instruction 1300.24) provide extended support and outreach calls of non-complex, non-medical case management in situations where issues or concerns of the Marine and their family cannot be adequately resolved during their initial CCR phone call. NMCMs work cases until all issues have been resolved before transferring them back to the CCR for continued outreach and support. The required number of NMCMs and their case load will vary based upon the needs of the target population.

Approximately three percent (3%) or 1,000 of the overall WWR supported personnel require NMCM support (1,000 cases / 35,000 WWR population = 3%). NMCMs average 40 cases each on a continuous basis. NMCMs are located at the WWCC and at the Contact Centers located at Camp Lejeune and Camp Pendleton. Each NMCM will have a telephone number separate from the main call center number and the contact centers to manage cases requiring support beyond a CCR. Additionally, a NMCM will be assigned a 120 -day post End of Active Services (EAS) for a Recovering Service Member (RSM) whose case was supported by a Recovery Care Coordinator (RCC) while on active duty. NMCMs will utilize MCWIITS to document the WII Marine’s concerns and issues.

5.2.3 Field Service Representative

Field Service Representatives (FSRs) provide complex non-medical case management and extended support to the supported population. FSRs provide primary support to Marines on the Temporary Disability Retired List (TDRL).

FSRs serve as facilitators and coordinators connecting transitioning WII Marines to federal, state, and local support and transition resources. FSRs serve as liaisons for WII Marines and their families with Veterans Administration Transition Case Management teams to coordinate veteran medical care and will advocate on their behalf with representatives from various medical facilities. FSRs will engage Veteran Affairs Transition Patient Advocates to help coordinate Veteran medical care and benefits. FSRs will disseminate information on family and caregiver support services (e.g., respite care, scholarship opportunities, counseling support), and information on education and employment resources to assist transitioning WII Marines in their local communities (e.g., resume development, interview skills, network/employment opportunities, and application completion). FSRs are geographically dispersed throughout the continental United States in order to mitigate complex open and unresolved cases and conduct face-to-face interviews.

5.3 Targeted Outreach Capability

The contractor will integrate all platforms/databases, such as MCWIITS, and SharePoint that consolidate available resources, specific to the Marine being contacted during the course of the initial CCR phone call. WWCC representatives (CCR) will access information from MCWIITS prior to and during each call. MCWIITS provides the Marine’s current address, phone number, email, interest inventory items, support needs, Comprehensive Recovery Plan Goals, and available resources specific to the Marine’s needs. The intent is to make this information available to the WWR in the most efficient manner and would prevent possible violations of Personally Identifiable Information (PII) and Protected Health Information (PHI) or Health Insurance Portability and Accountability Act (HIPAA) policies. Access and training for MCWIITS will be provided by the Government upon award at an agreed to day/time, and as necessary throughout the life of the contract. The end state will be well documented in MCWIITS and will include information, resources, and feedback specific to each WII service member and their family members.

5.4 Performance Metrics

The contractor will establish, track, capture and provide performance metrics associated with call handling, call log references, intakes, referrals, and other aspects of performance for reporting to higher headquarters, outside agencies, private activities, and Congressional oversight panels. The contractor’s methodology must ensure the validity of the results through sound analytical practices. The contractor must maintain ninety-eight percent (98%) accuracy of all call log references. This information will be provided in the form of recurring monthly status reports, as well as in response to ad hoc inquiries.

5.5 Domestic Abuse and Sexual Assault

Call Center and Contact Center personnel will not receive domestic abuse or sexual assault “restricted reports”. If the caller requests restricted reporting pursuant to domestic abuse or sexual assault, Call Center personnel shall refer the caller to their Unit Victim Advocates (UVA) and/or Sexual Assault Response Coordinator (SARC) or appropriate civilian agency.

5.6 Requirements for Mandatory Reporting

The Privacy Act does not prohibit disclosure of life threatening or high-risk situations. All contractor personnel are required to report to the Contracting Officer’s Representative (COR) and local authorities knowledge of such situations, including but not limited to child abuse or spouse abuse in which there is physical injury or threats of bodily harm, impairment due to drugs or alcohol by active-duty personnel, suicidal ideations or threats, homicide threats, and sexual assault.

5.7 Contract Kick-off Meeting

The COR and the contracting officer, in conjunction with the contractor, will schedule a Kick-off Meeting to occur within five (5) business days after contract award at a location agreed to by the Government. The meeting will provide an introduction between key contractor personnel and relevant Government personnel who will be involved with the effort. The purpose of this meeting is to discuss the contract’s objectives and deliverables to achieve a clear and mutual understanding of the contract’s requirements, to identify and resolve potential problems, discuss plans submitted with its proposal, and other topics as warranted. The contractor will provide meeting minutes to the COR within two (2) business days after the meeting.

6. PERFORMANCE TASKS

The contractor is responsible for its overall responsiveness, cost control, quality of work, management of contractor team’s effort, and the accomplishment of overall program objectives. The contractor will furnish everything needed to achieve the PWS objectives, unless otherwise stated as Government provided. The current versions of the Microsoft Office suite, Internet Explorer, ActivClient and Adobe Acrobat Pro must be provided to all contractor personnel under this contract.

To fulfill the WWR’s mission for the target population, the following is required:

6.1 TASK 1

Program Management

Program Management is responsible for implementing, executing, and ensuring the overall program structure meets the requirements of this PWS.

6.1.1 The contractor will provide a solely dedicated (primary) Program Manager (PM) responsible for all operations;

staffing and training; support; and quality aspects of the program strategy. The PM will coordinate task activities to ensure successful completion of all PWS tasks, at all locations. The PM will serve as the primary interface with the COR responsible for this effort. The contractor will also identify an alternate point of contact who will assume responsibilities when the primary is unavailable (sick, vacation, extended absences, etc.). PM support includes, but is not limited to:

(a) Effective and direct communication with WWR staff and other various staff involved with the effort;

(b) Collaborate and share information and data collected with the WWR staff;

(c) Recommend and assist with overall coordination of care provided to the supported populations;

(d) Coordinate the delivery of all deliverables;

(e) Provide Monthly Status Report of performance metrics of Call Center and Contact Center outreach statistics (see PWS Section 5.4), as well as staffing and training status, and summaries of overall monthly activities and issues supported.);

(f) Provide Quarterly Newsletter of Commander’s remarks, news stories, upcoming events, and general demographic information (format and content provide by the Government.);

(g) Provide Monthly Demographics Report (format provided by the Government.);

(h) Provide updates to and maintenance of Standard Operating Procedures (SOP), which was submitted with the contractor’s proposal, based on lessons learned, new efficient processes, or changes to policies or regulations.

6.1.2 The PM will be available to the WWR staff during core hours of operation from 0900 to 1500 ET, Monday thru Friday, except for all Federal holidays.

6.2 TASK 2

Call Center Support

The contractor will provide a fully operational Call Center (physical or virtual) operated and manned 0800 – 2000 Monday through Friday. The contractor will acquire and maintain, as applicable, suitable facilities and infrastructure, such as workspace, equipment (e.g. computers, printers, computer peripheral devices, etc.), supplies, software, commercial internet, furniture, phones, company-provided email address, and training. All contractor provided Information Technology, peripheral, systems, equipment, and associated support infrastructure shall be maintained in a state of operational readiness throughout the period of performance.