CI_HUMINT_REVISED_SOW_20140422.docx

STATEMENT OF WORK

COUNTERINTELLIGENCE HUMAN INTELLIGENGE (CI/HUMINT)

INSTRUCTION

1.0 BACKGROUND

In accordance with unit training objectives for 0211/0204/0210 MOS skill sets, provide CI/HUMINT Marines training which will better enable them to operate worldwide and enhance critical CI activities in support of MAGTF commanders. Training will collectively reinforce, exercise, and sustain perishable skills and knowledge taught at NMITC and other CI-based courses. Training will reinforce CI mission planning essentials specific to defensive and offensive CI missions through a comprehensive review of CI history and cases including U.S. and foreign intelligence operations. Training will yield a functional and quantifiable understanding of selected CI activities and ultimately build upon the core CI/HUMINT trade skills taught at NMITC.

2.0 OBJECTIVES AND SCOPE

2.1 Scope Description

The purpose of this training is to provide CI/HUMINT Marines with a deeper understanding of counterintelligence tactics, techniques, and procedures. It will enrich their professional insight as Counterintelligence Agents and equip them to better defend against such adversarial aims as those aligned with terrorism, espionage, sabotage, and subversion.

The Contractor shall provide all labor, materials and travel to provide the educational and training module.

2.2 Target Audience

The target audiences are Counterintelligence Human Intelligence (CI/HUMINT) Marines.

3.0 TASKS AND REQUIREMENTS

3.1 Training

The Contractor shall deliver a training evolution made up of a combination of three (3) separate blocks of instruction. Each block of instruction is comprised of five (5) training days, for a total of 15 training days, excluding weekends and observed Federal holidays. Training provided MUST have a minimum of three (3) transferable graduate level credits for each block of instruction, up to a total of nine (9) graduate level credits.

The training course may accommodate up to 30 attendees at each offering.

3.2 Requirements

Counterintelligence/Human Intelligence (CI/HUMINT) Company, 1st Intelligence Battalion require regular training to both maintain and enhance Marines’ ability to conduct intelligence operations, as well as participate in and support combat operations. The contractor must deliver three separate blocks of training, each 5 training days in length for a total of 15 training days. The three (3) blocks will be as follows:

a.1. Block 1: An overview of Counterintelligence (CI) issues, including the evolution of legal, organizational, and ethical aspects of CI, focused on the past 100 years.

a.2. Block 2: Offensive CI operations, specifically double agent operations.

a.3. Block 3: Contemporary Counterespionage, including a review of key legal and policy decisions associated with prosecuting espionage cases tin today’s environment.

Event Parameters. Training will focus on CI investigative skills and fundamental to advanced knowledge not routinely exercised in current garrison training events. Classroom lecture and guided discussions will account for the majority of the training over 15 training days. Research and reading assignments will be provided in accordance with the contractor's course curriculum. The training provided for the course shall, consist of, but not be limited to:

(1) U.S. CI and Security communities' missions and structures.

(2) U.S. CI history, including the development and evolution of current espionage laws and policies governing CI investigations, and the Congressional hearings from 1947-1954.

(3) The size and overview of the evolution of the CI threat against the U.S., including the insider threat.

(4) CI principles and practices to include where foreign intelligence entities meet their agents and principles of the use of legal and illegal officers and agents.

(5) Active CI Measures directed against the U.S.

(6) Case studies/review of CI successes and failures in the 20th and 21st centuries.

(7) Principles of CI analysis, including the analysis of competing hypotheses.

(8) Why and how nations run double agents, including a review of the evolution of double agent operations by the U.S.

(9) Examining double agent operations from both the CI and FI perspectives, including operations run by state and non-state actors.

(10) Role of the U.S. military CI elements in offensive CI operations.

(11) How offensive CI operations support HUMINT operations and collection.

(12) Case studies/review of double agent successes and failures.

(13) Counterespionage investigative methodology, including an examination of legal considerations in espionage cases.

(14) Common elements of espionage cases.

(15) Prosecution of espionage cases, including a review of successes and mistakes in past cases.

(16) The insider threat as it relates to espionage.

(17) Lessons and indicators/trends for background investigators.

(18) Comparison of foreign intelligence operations against the U.S., including the USSR/Russia, Germany, and People's Republic of China.

Database access: Upon completion of training the contractor must provide attendees a minimum of ninety (90) days access to an open source intelligence/counterintelligence database; such as spypedia (www.cicentre.com)

Each block must consist of five (5) consecutive days, excluding weekends, with at least eight (8) classroom hours per day.

The contractor shall provide the following coordination and instructional support.

1. Develop course content and materials. Act as the authoritative source of information and developer for the course, including preparation of all instructional and student materials for the presentation of all the training modules.

2. Prepare course materials, handouts, demonstrations, and visual presentations (PowerPoint), and conform to new technologies or procedures, changes and additions.

3. Make changes to teaching materials as necessary. Modify, update and retool lesson plans and other course materials (see 2 above) to reflect new methods, techniques and developments in the field of counterintelligence.

4. Provide names, background and availability of all proposed instructors. These instructors must be recognized CI experts with experience at the operational and strategic levels.

3.3 Materials

The Contractor shall provide course materials in electronic media (PowerPoint or PDF) after award of contract. CI/HUMINT Company will provide all buildings, classrooms, meeting locations, and training areas to be used during the training.

4.0 PERFORMANCE LOCATION

Training shall be performed at the CI/HUMINT Company, located at:

Camp Pendleton, CA

The hours of operation for CI/HUMINT Company are 8:00AM through 5:00PM. Training shall take place between these hours.

5.0 SCHEDULE

The Contractor shall provide a syllabus for a (3) three Block (5)-day Training Course. The exact dates of training shall be:

Block 1- 28 April 2014- 2 May 2014 Block 2- 5 May 2014- 9 May 2014 Block 3- 12 May 2014- 16 May 2014

6.0 QUALIFICATIONS

Instructors shall have the necessary training, experience and knowledge of the subject matter to adequately present course material, provide demonstration and instruction, and answer participant questions.

INSTRUCTOR QUALIFICATIONS

Instructors will be selected to conduct courses based on their working knowledge of the content and skills required this session. Instructors shall meet the following general criteria:

Employment Experience The senior/lead instructor will have the experience base described below. Instruction will be targeted toward operational and strategic CI skills and knowledge required to advise supported unit commanders across the spectrum of war.

The senior/lead instructor must be a U.S. citizen, veteran of the Armed Forces with special operations experience, and have over 20 years experience in the CI/security field at the strategic/national level, including experience as a senior level executive.

Special Qualifications - Candidates must demonstrate a mastery of instructional competencies and have experience in training. Acceptable evidence of such skills may include experience in training other in the specialty areas, or other directly related occupations.

Exceptions to Qualifications - Candidates possessing exceptional qualifications, previous experience in the Counterintelligence field, or those possessing closely related experience, who do not meet the minimum criteria will be considered for instructor positions, provided that a written request for waiver of qualifications is submitted to the CI/HUMINT Company Training section and approved by the same. Each request for exception shall be considered on an individual basis.

7.0 QUALITY ASSURANCE PLAN

Program Evaluation CI/HUMINT Company Training section will determine the effectiveness of the contractor in instructing the course by measuring the general level of satisfaction and the attainment of the objectives for each distinct training session. CI/HUMINT Company Training section will perform this measurement through the conduct of a daily synchronization meeting with supported unit leadership to ensure all training requirements are being met. Additionally, the CI/HUMINT Company Training section will conduct detailed, daily synchronization meetings with instructor staff pertaining to the next 24 hours of instruction.

8.0 ORDER ADMINISTRATION

The Contracting Point of Contact is:

Marina A Simmons Contract Specialist marina.simmons@usmc.mil

9.0 CONTRACTING OFFICER'S TECHNICAL REPRESENTATIVE

The Technical Point of Contact is:

TBD

10.0 . Security and Clearances. No classified information will be presented during the course and instructors do not require security clearances. The contractor shall adhere to all US Marine Corps, Joint, and DoD security regulations and requirements applicable for access to the installation and training facilities.

Incidents. CI/HUMINT Company reserves the right to require removal of any personnel from the job site who endanger persons or property, or whose continued employment is inconsistent with the interest of military security. CI/HUMINT Company also reserves the right to remove from the job site, any employee found to be under the influence of alcohol, drugs, or any other incapacitating agent or any employee involved in the theft of Government property. Removal from site will be at the cost of the contractor. Any incident determined as significant by event controllers will immediately be reported to the senior contractor representative and the CI/HUMINT Company Commander.

11.0 Government Furnished Material: CI/HUMINT Company will provide all buildings, classrooms, meeting locations, and training areas to be used during the training.

12.0 Contractor provided equipment.

a. The contractor shall provide vehicle support to all instructors, to include fuel for the vehicles to meet the need of the commitment.

b. Contractor shall provide/acquire as necessary miscellaneous office supplies, cell phones, and other equipment in support of the instructors.

c. Contractor shall provide all air travel as needed.

d. Contractor shall provide all lodging accommodations for contracting personnel.

e. Contractor shall provide appropriate hard copy material for up to 30 students in coordination with the CI/HUMINT Company Training section.

[END OF SECTION]

SECTION L – QUOTE INSTRUCTIONS

Marine Corps Base, Camp Pendleton, California solicits your quote for training in accordance with– Statement of Work of the Request for Quote (RFQ).

This Request for Quotations (RFQ) will result in the award of a purchase order. Award will be made to the Contractor whose quote conforms to the RFQ and represents the best value quote based on an evaluation of price and non-price factors.

The NAICS code for this requirement is 611519, Other Technical Trade Schools. The Small Business Size Standard is $14.0M.

Solicitation Question and Answer Instructions Written questions concerning this solicitation must be submitted by 4:00PM EST on April 21, 2014 via e-mail to marina A Simmons, marina.simmons@usmc.mil Answers to all questions will be provided through an amendment to the Request for Quote (RFQ).

Electronic Dissemination of RFQ Documents Access to this RFQ and amendments will be provided electronically to Contractors through the Federal Business Opportunities (FBO) website. All Contractors are cautioned that it is your responsibility to ensure that you have received all issued amendments by monitoring the FBO website.

Quotes Quotes must be submitted and received via e-mail marina.simmons@usmc.mil to by the time and date specified above. Quotes shall be submitted in Adobe PDF format.

LATE QUOTES WILL NOT BE CONSIDERED. Quotes submitted with inadequate information may be found unacceptable.

The maximum email file size that . Marine Corps Base, Camp Pendleton, California e-mail server can accept, including attachments, is 5 megabytes (MB). Contractors may segregate quotes and submit in separate e-mails if the combined file size of the quote will exceed 5MB. Contractors are encouraged to remove excess graphics from their quotes to ensure quotes remain under the file size limit.

As a reminder, it is the Contractor’s responsibility to confirm the Government has received their quote prior to the quote submission deadline.

The successful Contractor must be registered in the System for Award Management (www.sam.gov) at the time of award.

Instructions for Preparation of Quotes –

Quote Organization Contractors shall respond to all requirements of this solicitation. Quotes submitted with inadequate information may be found unacceptable. For this solicitation, Contractors shall submit quotes in two (2) separate volumes as follows:

(1) Volume I -Technical Section: Include all information requested under paragraph “Volume I: Technical Section.” Exclude any references to price in the Technical Section.

(2) Volume II - Price Section: Include all information requested under paragraph “Volume II: Price Section”.

Requirements for Quote Content Include the following for both Volumes:

(1) Cover sheet containing the Contractor's name, address, phone number, e-mail, website address; title of Contractor's quote, MCB Camp Pendleton Solicitation Number; and quote Volume Number.

(2) "Table of Contents" which provides enough detail to quickly locate key elements of the Quote.

Volume I: Technical Section Include all information required for evaluation. Exclude references to price. The Contractor is responsible for including details to permit a complete and accurate evaluation of the quote strictly from a technical standpoint.

Technical Section Content

The Contractor shall provide the following information in response to the solicitation in the format specified below:

1. Training Experience

Contractors shall submit at least two (2) example of recent and relevant training experience of the proposed instructor that would qualify the proposed instructor to deliver the training required in this solicitation. For each training experience listed, provide a brief description of the contract, total contract value, contracting organization, contract number, contractual and technical point of contact, phone number, and e-mail. Contracts listed may include those entered into with the Federal Government, agencies of state and local governments and commercial customers.

Include the following information for each contract:

(1) Customer Name and Address

(2) Contract Number

(3) Contract Award Date and Completion Date

(4) Contract Type

(5) Total Contract Period of Performance and Dollar Value

(6) Contracting Office Points of Contact (name and telephone number)

(7) Technical Office Points of Contact (name and telephone numbers)

(8) Brief Description of Services

2. Instructor Qualifications The Contractor shall submit the resume of the proposed Instructor and any other documentation (i.e. certifications) to demonstrate the proposed instructor’s background, work experience and expertise. Qualifications provided shall demonstrate the proposed instructor’s working knowledge of the content and skills required to provide the training.

Volume II: Price Section

3. Past Performance

Contractors shall ask their reference(s) provided under Factor 1, Training Experience, submit it directly to Marina A Simmons, marina.simmons@usmc.mil. It is the Contractor’s responsibility to ensure that Past Performance and references are submitted by customer, and that correct names, addresses and phone numbers are provided in the responses for each reference. A Contractor will not be penalized in the evaluation with an unfavorable rating for the failure of its Training Experience references submit Past Performance. The Government may contact Contractors’ customer references or use other references/information to verify past performance.

4. Price

Contractors must provide pricing for each Contract Line Item Number in the RFQ. Contractors that fail to price all other line items may be excluded from consideration for award. Proposed Travel costs shall be in accordance with Section G of the RFQ.

5. Contractor Representations and Certifications

Include a completed and signed quote and Pricing Schedule in this Volume. Include completed FAR 52.212-3 Offeror’s Representations and Certifications in this Volume.

EVALUATION FACTORS FOR AWARD

Basis for Award

The Government intends to award one (1) purchase order to the responsible Contractor whose quote conforms to the RFQ, will be most advantageous to the Government, price and other non-price factors considered, such that it provides the best value to the Government. Best value is defined as the procurement process that results in the most advantageous acquisition decision for the Government that is performed through an integrated assessment and trade-off analysis between price and non-price factors.

The Government reserves the right to reject any or all Quotes if such action is in the public interest. Under a best value procurement, the NTSB may reasonably determine that the superior capability merits a higher price. . Marine Corps Base, Camp Pendleton, California may also reasonably determine that the Contractor with other than the highest capability in non-price factors is the best value. The Government may waive informalities and minor irregularities in Quotes. The Government reserves the right to award without discussions. Contractors are cautioned that they must submit a best quote with the initial quote.

Responsibility Determination

In order to be eligible for award, the Contracting Officer must determine that the Contractor is responsible according to the standards of FAR 9.1, "Responsible Prospective Contractors".

Evaluation Process

The following factors will be evaluated by the Government:

Marine Corps Base, Camp Pendleton, California will evaluate the above factors for each Contractor as well as conduct a comparative evaluation of quotes in accordance with FAR 13.106-2 Evaluation of quotations or offers to determine the Contractor that represents the best value to the government. Technical Factors Training Experience and Instructor Qualifications are of equal importance. Technical and Past Performance, when combined, are significantly more important than price. In order to be eligible for award, pricing quoted must be determined to be fair and reasonable.

CI/HUMINT training.