M95494-19-Q-0005_Solicitation.pdf

SEE ADDENDUM

(No Collect Calls)

M9549419Q0005 08-Feb-2019

b. TELEPHONE NUMBER

703-604-4498

8. OFFER DUE DATE/LOCAL TIME

01:00 PM 04 Mar 2019

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

M954949. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

CYNTHIA A. GUTHRIDGE

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESSX

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

MCICOM HQ

3000 MARINE CORPS PENTAGON

WASHINGTON DC 20350-3000

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$15,000,000

NAICS:

541611

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF38

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

M9549419Q0005

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Months Project 1

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #1 FOB: Destination

PSC CD: R405

NET AMT

0002 Months Project 2

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #2

0003 Months Project 3

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #3

0004 Months OPTION Project 4

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #4

0005 Months OPTION Project 5

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #5

0006 Months Project 6

FFP

All costs (besides travel) associated with performing the PWS requirements for Project #6

0007 Lot Travel

COST

Travel costs reimbursed IAW PWS Section 9. Not-to-exceed amount of $50,000.00

ESTIMATED COST

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 N/A N/A N/A N/A

0002 N/A N/A N/A N/A

0003 N/A N/A N/A N/A

0004 N/A N/A N/A N/A

0005 N/A N/A N/A N/A

0006 N/A N/A N/A N/A

0007 N/A N/A N/A N/A

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 0002 Destination Government Destination Government 0003 Destination Government Destination Government 0004 Destination Government Destination Government 0005 Destination Government Destination Government 0006 Destination Government Destination Government 0007 Destination Government Destination Government

PWS

PERFORMANCE WORK STATEMENT (PWS)

PROGRAMS AND RESOURCES DATA PLATFORM & ANALYSES

TABLE OF CONTENTS

1 Background

2 Scope 3 Objectives

4 Management and Security of Unclassified and Classified Items, Systems, Information, and Data 5 Qualifications 6 Project Areas 7 Deliverables 8 Place / Period of Performance 9 Travel 10 Equipment Available for Contractor Use 11 Identification of Contractor Employees 12 “Government Rights” 13 Uses and Safeguarding of Information 14 Enterprise Contractor Manpower Reporting Application (ECMRA) 15 Organizational Conflict of Interest

1. BACKGROUND

The Deputy Commandant for Programs and Resources (DC P&R), as part of a broader strategy, requires advanced data and analytics capabilities to address key questions related to Planning, Programming, Budget and Execution (PPBE). DC P&R specifically requires (1) a proven strategic intelligence analytics platform that the Contractor will use to (2) aggregate, rationalize, analyze, and visualize Department of Defense (DoD), Marine Corps and publicly available data and information to provide decision support to senior leaders, and (3) a framework that includes training and education to replicate advanced analytic methods in order to assist the Marine Corps in developing a repeatable process (i.e., an organic Government capability built from training and education and integrated work between Government and vendor).

2. SCOPE

The Contractor shall conduct a series of analytic projects as outlined in Section 6. The goal of each project is to explore, rationalize, analyze, and visualize data, using data science and other advanced analytic techniques to understand resource execution and inform decision making across a number of domains. For all projects, the Contractor shall conduct a people, process, and technology assessment based on a framework that will be provided by the Government. The Marine Corps is currently developing this framework as part of the Data Cross-Functional Team efforts under the Deputy Commandant for Information. Delivery of the fully defined framework is anticipated in the April timeframe. A basic description of what the assessment will entail is included in Section 6.3.

3. OBJECTIVES

3.1 Employ a proven strategic intelligence analytics platform to aggregate, rationalize, analyze, and visualize DoD, Marine Corps and publicly available data and information.

3.2 Analyze DoD, Marine Corps and publicly available data and information employing advanced analytic ("Big Data") techniques for data storage, data processing (to include data cleansing), data mining, Machine Learning, rationalization, and visualization.

3.3 Employ a government-directed framework to analyze the data and information necessary to complete the analytic projects outlined in Section 6, as impacted by people, process, and technology.

3.4 Establish a framework for an organic Marine Corps capability:

a) Develop a plan for training and education to institutionalize advanced analytic methods and strategic intelligence platform use.

b) Employ a Contractor / Government teaming approach to ensure integrated process, efforts, and products that result in a documented framework.

3.5 Produce insights and recommended changes in support of PPBE process reform (improvements).

3.6 Define and document business rules used to store, process, mine, rationalize, visualize, and analyze all data and information for each project outlined in Section 6.

4. MANAGEMENT AND SECURITY OF CLASSIFIED AND UNCLASSIFIED ITEMS,

SYSTEMS, INFORMATION, AND DATA

4.1 DD Form 254 (Attachment A): Overarching security requirements and Contractor access to classified information shall be as specified in the basic DD Form 254. All Contractor personnel with access to unclassified information systems, information, and data, including e-mail, must possess at a minimum, an active Secret clearance and sign appropriate non-disclosure agreements (NDAs) (See Attachment B). All deliverables associated with this contract are “unclassified” unless otherwise specified.

a) The contractor must have a SECRET facility clearance to provide capability of processing, generating, and storing classified material up to and including SECRET NOFORN (no foreign nationals).

b) All Contractor personnel assigned to accomplish the tasks identified in this PWS must possess at least a SECRET Clearance. All tasks shall be conducted in full compliance with DoD security regulations. During the period of performance, all personnel must maintain and remain eligible for a Secret security clearance.

c) The Contractor and its personnel shall comply with the provisions of the contract’s DD Form 254 and the National Industrial Security Program Operating Manual (NISPOM) when performing work in support of this performance work statement.

d) Contractor shall understand and apply appropriate principles and technologies to safeguard data in both Secret Internet Protocol Router (SIPR) and Non-Secure Internet Protocol Router (NIPR) environments.

e) Contractor shall apply Government-provided aggregation classification rules when applicable and in accordance with DoD Manual 5200.01 DoD Information Security Program: Overview, Classification, and Declassification and any additional DoD guidance concerning data aggregation published during the period of performance.

f) The Contractor shall not retain classified material generated or received under this contract after the contract has ended.

4.2 Without the prior written permission of the Contracting Officer, no items, 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 contract. 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. 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 “Items”) or any other Items created or provided expressly for this contract, in any manner, or to any extent not previously authorized in writing by the Contracting Officer or the COR.

Moreover, when the Contractor’s need for any such Items ends as part of performance of duties under this contract, the Contractor shall promptly (within ten (10) business days) turn over and properly dispose of all Contractor-developed databases, analyses, studies, applications, information, data, and other items, and all associated intellectual property, completed or in progress, to the Government, if not already delivered, in accordance with Record’s Management Policies SECNAV M-5210.1 and

SECNAV NOTICE 5210.

4.3 In the course of performance pursuant to this contract, the Contractor may access nonpublic data and information, including PPBE, proprietary, business sensitive, personally identifiable information (PII), and other pre-decisional data and information. In that event, the Contractor shall agree that it will not use or disclose any such data or information unless authorized by the Contracting Officer’s Representative (COR). The Contractor shall further agree that it will use its best efforts to ensure that its employees and others performing services under this contract will not use or disclose any such data or information unless authorized by the COR. The Contractor shall protect data and information in accordance with the Privacy Act of 1974 (5 U.S.C. 552a) and the Freedom of Information Act (5 U.S.C. 552, as amended). To that end, the Contractor shall agree that each of its employees and others performing duties under this contract will sign the NDA (Attachment B) for the contract award.

4.4. Data, Software and Intellectual Property Rights: All Items generated by the Contractor, including, but not limited to, research, reports, materials, training materials, briefs, web related items, presentations, graphic works, software and database data/information/products, processed information, processed data, computer programming code/algorithms, model and simulation documentation, instructional products, data schema, schematics, visualizations, diagrams, and general or analytical reports, and all associated intellectual property, in whatever form, created, generated, or produced under this requirement shall become the property of the U.S. Government/Marine Corps and not the Contractor, subcontractor, or individual author or researcher; 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 will include all applicable DFARS clauses (including, but not limited to, DFARS 252.227-7015, 252.227-7020 and 252.227-7037). Items shall be sufficient, competent, and relevant to support the Contractor's findings and be consistent with fact.

Test and demonstration will be required as an additional task for models. Therefore, any restricted data rights, information, software, items and/or other materials including, but not limited to, the Contractor’s or a Third-Party’s Proprietary Data, information, software, other Items and/or other materials must not be used for any task under this PWS unless they comply with DFARS 252.227- 7020 and it is otherwise agreed upon in writing by the Contracting Officer prior to the commencement of the work.

4.5 The Marine Corps shall have unrestricted access and use of all work products and Deliverables upon delivery. The Contractor shall provide all deliverables in a version, format, and media used/useable and modifiable by the Marine Corps. Therefore, unless otherwise directed by the COR, the deliverable Items identified in this PWS shall be delivered in a media and an electronic format compatible with resources currently being used by the Marine Corps. Moreover, test and demonstration may be required as an additional task for models.

5. QUALIFICATIONS

For all qualifications, the Contractor shall possess significant experience within the Department of Defense (DoD) conducting similar efforts.

5.1 The Contractor shall possess:

a) A proven platform – the ability to aggregate, rationalize, analyze, and visualize DoD, Marine Corps and publicly available data and information on a proven strategic intelligence analytics platform.

b) Advanced analytic capabilities – utilizing a proven strategic intelligence / data analytics platform (proven capability / turn-key) that leverages modern software for "Big Data" / large-scale data storage, data processing, data mining, Machine Learning techniques, rationalization, and visualization.

c) Training and education – the ability to provide a framework through training and education to replicate their analytic methods in order to create a Marine Corps organic capability.

5.2 The Contractor shall have working access and knowledge of performing advanced analytics using their proven platform on DoD, Marine Corps and publicly available data and information to include but not limited to the following categories: PPBE financial, Operations and Maintenance (O&M), Intermediate and Organizational (I/O) maintenance and repair, contract services, Information Technology (IT), ammunition inventory, and total workforce mix (Military / Civilian / Contractor).

5.3 The Contractor shall be able to process large-scale, structured and unstructured data and assess data quality. The Contractor shall possess experience employing Business Process Model Narratives/Notation (BPMN) to describe and understand business processes and associated information and data flows supporting assessment of data provenance, pedigree, and auditability.

5.4 Contractor must possess the ability to interact, provide advice, and coordinate with Marine Corps senior leadership and senior management at the various Marine Corps and other Service staff agencies. Contractor shall have the ability to present delicate positions on DoD, Joint, Department of the Navy (DON), and USMC guidance, policies and strategies.

5.5 Contractor must possess excellent analytic, project management, and strategic assessment skills.

5.6 Contractor must be proficient in multiple structured database management systems to include hierarchical, network, relational, and object-oriented.

5.7 Contractor must be proficient across multiple structured database management system types/vendors to include ORACLE, IBM, My Structured Query Language (MySQL), PostgreSQL, and SQLite.

5.8 Contractor must be proficient in applying a variety of modeling approaches to include: quantitative, qualitative, architectural, linear, non-linear, inductive reasoning, deterministic, stochastic, analogs, statistical, and network modeling. Experience preferred in fuzzy logic, discrete event, agent based, and system dynamics modeling.

5.9 Contractor must possess skills in analysis and evaluation of programs, to include all phases of planning, programming, budgeting, execution, accounting, performance assessment, and financial management.

5.10 A contractor with Independent Public Accounting (IPA) knowledge and experience is preferred.

5.11 Contractor must be proficient in data mining and data analysis techniques.

5.12 Contractor must be proficient in exploratory data analytics and artificial intelligence to include but not limited to data wrangling/data munging, data mining, text analytics, machine learning, and graph analytics.

5.13 Knowledge in acquisition and non-acquisition program analysis (i.e., across appropriations such as procurement; research, development, test, and evaluation (RDT&E); operations and maintenance (O&M); manpower (military and civilian); and infrastructure).

5.14 Knowledge of programs covering manpower provision via appropriated funds and non-appropriated funds (military and civilian); full life cycle of military, civilian, and contractor personnel and programmatic implications; structure and processes; manpower models; challenges and strategies.

5.15 Knowledge of Marine Corps, DON, and DoD systems/tools that include but are not limited to: Navy

Visibility and Management of Operating and Support Costs (VAMOSC), Defense Readiness Reporting System – Marine Corps (DRRS-MC), Global Combat Support System – Marine Corps (GCSS-MC), The Online Project Information Center (TOPIC), Total Force Structure Management System (TFSMS), Total Force Data Warehouse (TFDW), Standard Accounting, Budgeting, and Reporting System (SABRS), Resources Data Warehouse (DRDW), Program Budget Information System (PBIS).

5.16 Knowledge of maintenance at the operational, intermediate, and depot level as well as familiarity with USMC industrial partners and original equipment manufacturers and familiarity with the mission requirement for each ground-based principal end items (PEIs) and mission essential equipment (MEE).

5.17 Knowledge of DoD, U.S. Army, and Marine Corps inventory and maintenance management for

Class V (ammunition), to include supply systems and supply chain management, and all other aspects of life-cycle integrated logistics support.

5.18 Knowledge of database development aspects.

5.19 Knowledge of IT Systems Engineering in both on-premise and cloud-based environments to include research, design, implement and test.

5.20 Familiarity with Technical Writing/Editing.

5.21 Knowledge of Data Science and data analysis software to include open source and vendor-supplied platforms (e.g., Anaconda, IBM Blue, Oracle Big Data).

5.22 Ability to securely handle PII.

6. PROJECT AREAS

6.1 The below tasks will be completed in the order they are listed while supporting parallel analytics when possible. The Contractor will provide primary analytic results in two forms: 1) briefs supported by visualizations and written reports; 2) related deliverables in electronic form and in a file format that can be read and managed by the Government to include:

a) Processed data and processed information,

b) Documented data schema and business rules used to store, process, mine, rationalize, visualize, and analyze all data and information,

c) Computer programming code / algorithms,

d) Modeling and simulation documentation.

6.2 Results from all projects should:

a) Provide categorization of data with respect to Program Objective Memorandum (POM) and budget priorities, acquisition programs (where applicable) and capability portfolios.

b) Provide additional options for categorization of data to inform analytic methodologies and future data architecture and schemas.

6.3 The Contractor will provide an assessment, based on a government directed framework, which considers the actions necessary to obtain the data and information and the complete analyses as impacted by people, process, and technology for each of the five major analyses (Projects 1-5). This will be provided No Later Than (NLT) 10 months from the contract award date. Specifically, an assessment under the government-directed framework will include a Data Management Body of Knowledge (DMBOK)-framed look at how the following “As-Is” capabilities enable or inhibit the completion of Projects 1-5:

(a) Origination and Process and Provision

i. Data Infrastructure – Networks, hardware, storage, and security

ii. Data Systems – System operations in support of line of business processes

iii. Data Entry – Methods for data entry at headquarters and operating forces levels

iv. Data Services – Provision of the data to users / customers and linkage to enterprise services

v. Data Owner – Functional Area Manager (FAM) / data manager

(b) Exploitation and Analysis

i. Data Subject Matter Experts (SMEs) – Resident knowledge on content in context

ii. Data Scientists – Data wrangling, data mining, analysis

iii. Data Analysts – Ability to connect data analytics to key questions

iv. Data Visualization / Reporting – Business intelligence and internal / external reporting

v. Data-driven Decision-maker – Ultimate data customer at higher levels of management

6.4 Data Staging (Pre-Staging)

a) Pre-staging means that the Government has identified the required data (as anticipated), requested and obtained the data from the data / system owner, pre-processed the data to check for completeness and provenance / pedigree.

b) For Project 1, the data will be pre-staged by the Government to include Program Budget Information System (PBIS), and Standard Accounting, Budgeting, and Reporting System

(SABRS).

c) For Projects 2-5, outside of PBIS and SABRS data, the data will NOT be pre-staged.

6.5 Projects: The six (6) projects are listed below. Projects 4 and 5 are Optional (Optional CLINs 0004 and 0005) and the Government reserves the right to exercise these projects depending on funding availability at award or throughout the POP.

Project 1: Track year of execution funds re-alignment for Operations and Maintenance (O&M) spend over past five

(5) years. Project 1 will be completed NLT 3 months from the contract performance start date.

a) Identify, using detailed transactional data, how funds are moved within and even across all Line Items (e.g., 1A1A, 1A2A, etc.) during the year of execution so as to reveal decisions made in execution at the program level and below.

b) Include a focus on contract services:

i) Provide an assessment of contract service capabilities (leading to an estimate of dependencies and requirements) based on contract data from five prior fiscal years and currently awarded contracts. Provide the type of contract and funding used, including timeline for award where available.

ii) Analyze contract spending and determine categorization framework(s) to inform strategic sourcing and category management of contracts.

(1) Align and compare open-source contract spending data (USASpending.gov and Federal

Procurement Data System (FPDS)) with authoritative accounting system data (O&M spending) in the Standard Accounting Budget Reporting System (SABRS).

(2) Provide in-depth, text-based analysis of contract documents to determine other key data, not captured in standard data sources (e.g., FPDS and SABRS), that informs contract management.

(3) Provide options to include data schema for categorizing the types of contract efforts ongoing and recommended prioritization of information and data collection for further analyses.

Project 2: Tracking and categorization of Information Technology (IT) spending for the past five (5) fiscal years.

Project 2 will be completed NLT 4 months from the contract performance start date.

a) Identify, using detailed transactional data, how funding is spent on IT. Categorize spending based on data exploration without relying on constraints imposed by existing fiscal code constructs.

b) Compare and contrast the initial data exploration results with other models of IT spend / cost to include:

i) DoD’s Cost Decision (CODE) Framework

ii) Technology Business Management (TBM) Model

iii) Selective and Native Programming – IT (SNaP-IT)

c) Determine IT spend best estimate based on all referenced models / frameworks.

d) Assess which model (existing or new) optimizes capture of IT spending with respect to existing and potential programming constructs.

Project 3: Total workforce mix (Military / Civilian / Contractor) strategic workforce planning. Project 3 will be completed NLT 6 months from the contract performance start date.

a) Use modern data analytic techniques to combine structured and unstructured / text-based data to provide a unified picture of our Civilian and Contractor workforce. Data on Civilians is spread in non-authoritative fashion across multiple systems, and data on the Contractor workforce is often unavailable except as an estimate.

b) Analyze the alignment between documented requirements, position descriptions, and actual skillsets to determine how closely the workforce skills match the needs.

c) Assess how the Contractor workforce is supplementing both the Military and Civilian workforce, and where this indicates significant gaps in organic capabilities.

d) Associate O&M spending on Civilians by organization, Line Item, and program so as to better understand which programs are most impacted by Manage to Payroll (M-t-P) policies. This will likely require combining analysis of Civilian pay data with accounting data.

Project 4: Identification of Intermediate and Organizational (I/O) Consumable and Retail Secondary Repairables (SECREPs) Parts Funding Resource Requirements. Project 4 will be completed NLT 8 months from the contract performance start date.

a) Identify the I/O baseline funding required for the Marine Expeditionary Forces (MEFs) in order to inform full-funding requirements development as part of the Program Objective Memorandum (POM) process to include cost of I/O repair, exchange, and purchase. Include at a minimum the following: Calculate historical values and identify cost drivers for all echelons of maintenance below the Depot to include Supply Management Unit (SMU), Repairable Issue Point (RIP), Intermediate Maintenance Activity (IMA), and unit level.

b) Estimate Intermediate / Organizational (I/O) maintenance costs across the Future Years Defense Program (FYDP) and provide cost estimates for each end item along with impacts from non- Marine Corps suppliers such as the 4th Estate (Defense Logistics Agency (DLA)), and the Industrial Base (private industry): Estimate Future Demands at the SMU, RIP, IMA, and unit level:

i) Estimate demand for consumables and SECREPs across the FYDP.

ii) Document the historical relationships between the Marine Corps, DLA, and private suppliers as they impact the resourcing requirements.

Project 5: Ammunition based on 2017 Front End Assessment (FEA) results and Audit findings. Project 5 will be completed NLT 9 months from the contract performance start date.

a) Identify and analyze structured and unstructured data / information inputs that inform training ammunition requirements and feed associated models/tools that produce ammunition resourcing and readiness levels. Specifically analyze the following:

i) Historic expenditures based on combat, testing, training events and cross-leveling due to Joint policy-driven asset stratification and Required Related Munitions Stock (RRMS).

ii) Determine current and historical requirements and requirements drivers based on Training and Readiness (T&R) manual(s) and historical expenditures.

iii) Explore alternate, data-driven methods to determine current and historical requirements and requirements drivers.

iv) Identify ammunition inventory to include War Reserve Materiel Requirements (WRMR), pre-positioned stocks and other-Service held inventory.

Project 6: Training Solution

The Contractor shall provide an advisory training and education capability that can help the Marine Corps develop a repeatable process (i.e., an organic Government capability built from training and education and integrated work between Government and vendor). The Contractor shall support training of the workforce to understand application of the Contractors’ proven strategic intelligence platform. Beyond training on the use of the contractor’s proven strategic intelligence platform, the Contractor shall provide training and education on other task dependent data analysis capabilities (i.e., large-scale data storage, data processing, data mining, Machine Learning techniques, rationalization), and an assessment to understand continuing training and education requirements. The Contractor shall demonstrate Microsoft Office and SharePoint interoperability skills to train and implement analytical tools infrastructure to create dashboards to customer specifications. The advisory training and education capability will be implemented NLT 12 months from the contract performance start date.

7. DELIVERABLES

7.1 Project Kick-Off Meeting – the Contractor will coordinate with the COR to schedule an onsite Kick-off meeting no later than (NLT) one (1) week after contract award. The kick-off meeting will provide an overview of the project to Marine Corps personnel and other key staff identified by the COR. The kick-off meeting will also initiate a two-day needs assessment including requirements collection where the contractor will interview key staff identified by the COR.

7.2 Program Management Plan (PMP) - the Contractor will prepare a draft PMP for COR review five business days after conclusion of the needs assessment described above. The COR will provide comments, questions, and any recommended format changes to the PMP NLT ten (10) business days after receipt. The Contractor will deliver the final copy to the COR NLT two (2) business days from receipt of COR comments. The PMP will be the guiding document for meeting the requirements of the contract.

7.3 Monthly Status Report (MSR) – the Contractor shall provide MSRs detailing the following information:

a) Task information such as Contract number and Project number, client agency and location, brief task description.

b) Reporting Period information to include a narrative review of work accomplished during the reporting period and significant events, deliverable process, problem areas, anticipated activity for the next reporting period, description of any travel or unique services provided, and other relative information. These reports are quick and concise overviews of current progress and state of operations which include key tasks ongoing or complete with emphasis areas from the past month. In addition, the MSR will provide a tentative plan for the next month. The MSR is due to the COR NLT 5th business day following the end of the reported month.

7.4 Access to a proven strategic intelligence platform – the Contractor will use and enable the Marine

Corps to use the Contractor’s proven strategic intelligence platform during the contract period to aggregate, rationalize, analyze, and visualize DoD, Marine Corps and publicly available data and information.

7.5 Analysis – the Contractor will analyze DoD, Marine Corps and publicly available data and information employing advanced analytic ("Big Data") techniques for data storage, data processing (to include data cleansing), data mining, Machine Learning, rationalization, and visualization. The Contractor will provide primary analytic results in two forms: 1) briefs supported by visualizations and written reports; and 2) related deliverables in electronic form and in a file format that can be read and managed by the Government:

a) Processed data and processed information,

b) Documented data schema and business rules used to store, process, mine, rationalize, visualize, and analyze all data and information,

c) Computer programming code / algorithms,

d) Modeling and simulation documentation.

e) Project 1 will be completed NLT 3 months from the contract performance start date.

f) Project 2 will be completed NLT 4 months from the contract performance start date.

g) Project 3 will be completed NLT 6 months from the contract performance start date.

h) Project 4 will be completed NLT 8 months from the contract performance start date.

i) Project 5 will be completed NLT 9 months from the contract performance start date.

7.6 Assessment of People, Process, and Technology Framework – The Contractor will provide an assessment, based on a government directed framework, which considers the actions necessary to obtain the data and information and the complete analyses as impacted by people, process, and technology for each of the five major analyses (Projects 1-5). This will be provided No Later Than (NLT) 10 months from the contract performance start date. Specifically, an assessment under the government-directed framework will include a Data Management Body of Knowledge (DMBOK)-framed look at how the following “As-Is” capabilities enable or inhibit the completion of Projects 1- 5:

a) Origination and Process and Provision

i. Data Infrastructure – Networks, hardware, storage, and security

ii. Data Systems – System operations in support of line of business processes

iii. Data Entry – Methods for data entry at headquarters and operating forces levels

iv. Data Services – Provision of the data to users / customers and linkage to enterprise services

v. Data Owner – Functional Area Manager (FAM) / data manager

b) Exploitation and Analysis

i. Data Subject Matter Experts (SMEs) – Resident knowledge on content in context

ii. Data Scientists – Data wrangling, data mining, analysis

iii. Data Analysts – Ability to connect data analytics to key questions

iv. Data Visualization / Reporting – Business intelligence and internal / external reporting

v. Data-driven Decision-maker – Ultimate data customer at higher levels of management

7.7 A framework for and actions to support an organic Marine Corps capability:

a) Provide and implement a plan for training and education to institutionalize advanced analytic methods and strategic intelligence platform use.

b) Employ Contractor / Government teaming approach to ensure integrated process, efforts, and products that result in a documented framework.

c) Training of select Government personnel responsible for maintaining strategic intelligence platform use and advanced analytic capabilities as determined by the COR. Upon completion of

Project 1, the COR will select those individuals who possess the skills required to use and sustain the project and adapt to changing data sources. The Contractor will provide draft resource management training curriculum to the COR NLT five (5) days after completing Project 1 and a final curriculum NLT five (5) business days following receipt of COR comments. The COR will identify those individuals to receive initial training NLT twenty (20) business days after completing Project 1 and additional individuals quarterly, thereafter.

i. The curriculum will include a presentation/pdf including an overview, references, applications, and other potential uses section for each analytic topic across the six aforementioned projects.

The contractor shall hold instructor-led, hands-on training sessions in a classroom environment to present the information in the curriculum for each of the topics. The curriculum must be repeatable and selected government personnel shall be members on the curriculum development team.

d) The advisory training and education capability will be implemented NLT 12 months from the contract award date.

7.8 Provide gaps and improvements assessment based on data-driven analysis – the Contractor shall provide insights and recommended changes to support PPBE process reform (improvements). The Contractor shall provide the gaps and improvements assessment in the form of a written report.

8. PLACE / PERIOD OF PERFORMANCE

Place: Performance will primarily take place at the Contractor’s facilities. However, the Contractor shall provide ad hoc on-site support to engage with Government leads, SMEs, and analysts as required to complete any and all tasks. Any ad hoc on-site Contractor support shall abide by standard business hours unless coordinated.

Contract support personnel shall abide by the Office of Personnel Management’s inclement weather and dismissal procedures. Contract Support personnel are required to become familiar with office security procedures at each location.

Period: The anticipated period of performance for this effort with be one (1) year. All projects must be completed within this POP.

9. TRAVEL

9.1 Contractor personnel may be required to travel in performance of this performance work statement.

Travel to other Government facilities or other contractor facilities may be required. All travel shall be approved by the COR prior to execution. Estimated locations include (but are not limited to) Marine Corps Base Quantico, VA; Charleston, SC; and Washington, DC.

9.2 The number of trips and types of personnel traveling shall be limited to the minimum necessary to accomplish work requirements. The purpose of this travel would be for training personnel, assessing programs and capabilities, and enhancing strategic communication between stakeholders. Local travel will be required between various locations within the National Capital Region (NCR). Travel shall be coordinated with both the Contractor’s Program Manager and with the COR prior to travel occurring. All travel outside of the NCR shall have requirements (including plans, agenda, itinerary, or dates) pre-approved in writing by the Government. Any travel outside of the NCR under this contract must be specifically requested in writing by the Contractor and approved by the COR, prior to incurring any travel expense.

9.3 Travel Reimbursement: Travel will be paid on a cost reimbursable basis. The Contractor shall adhere to the following travel regulations (see FAR 31.205-46):

a) Federal Travel Regulations (FTR) – Prescribed by the General Services Administration, for travel in the contiguous United States.

b) Joint Travel Regulations (JTR), Volume 2, DoD Civilian Personnel, Appendix A. Prescribed by the Department of Defense for travel in Alaska, Hawaii, and outlying areas of the United States.

c) Department of State Standardized Regulations (DSSR) (Government Civilians, Foreign Areas), Section 925, "Maximum Travel Per Diem Allowances for Foreign Areas," prescribed by the Department of State for travel in areas not covered in the FTR or JTR.

9.4 The Contractor will not be reimbursed for travel expenses unless audited records for transportation contain evidence, such as original receipts, substantiating actual expenses incurred for travel.

9.5 The contract includes a not-to-exceed funding limitation for travel costs. When the Contractor expects total funding expended for reimbursable travel to reach 85 percent of the total funds available on the travel CLIN, the Contractor shall notify the Contracting Officer and the COR and any other Government official identified by the Contracting Officer. The notice shall state the estimated amount of additional funds required to continue performance for the period specified in the task order. The Contractor shall not exceed or incur costs that exceed the amount of funding stated on the reimbursable travel CLIN. The Government is not obligated to reimburse the Contractor for otherwise reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN.

9.6 The Contractor is not obligated to continue performance of any reimbursable work under this

Contract or otherwise incur costs for reimbursable travel in excess of the funded amount stated on the reimbursable travel CLIN unless the Contracting Officer notifies the Contractor in writing that the funded amount stated under the applicable reimbursable travel CLIN has been increased. In the event notification is made orally, such notification shall be followed up in writing within two working days.

9.7 No notice, communication, or representation from any person other than the Contracting Officer shall affect the Government’s obligation to reimburse the Contractor.

9.8 Change orders shall not be considered an authorization to exceed the funded amount stated under the reimbursable travel CLIN unless they contain a statement expressly increasing the funded amount of that reimbursable CLIN by a sufficient amount to cover the change order.

10. EQUIPMENT AVAILABLE FOR CONTRACTOR USE

10.1 The contractor shall specifically identify in their proposal the type, amount, and time frames required for any government resources beyond those listed below.

10.2 The government will provide needed standard operational procedures, regulations, manuals, texts, briefs, data, and other materials associated with the project, and the hardware/software noted throughout this solicitation.

10.3 The Government will make available, when required, access to secure workstations and telephones, and secure facilities for storage of classified material required or generated by Contractor personnel who have appropriate security clearances.

11. IDENTIFICATION OF CONTRACTOR EMPLOYEE(S)

11.1 ID Badges. Contractor personnel will be issued badges for building access and DoD access. Badges will be turned in at the end of the contract or upon separation of the employee from DoD. The Government will issue a Common Access Card (CAC) and other forms of DoD identification necessary to access DoD and other Government facilities.

11.2 Display of ID Badges. Contractor personnel shall wear these ID badges and ensure they are visibly displayed at all times when performing work under this contract to include attending Government meetings and conferences. Unless otherwise specified in the contract, each Contractor employee shall wear the ID badge in a conspicuous place on the front of exterior clothing and above the waist except when safety or health reasons prohibit such placement.

11.3 Answering Telephones. Contractor personnel shall identify themselves as Contractor employees when answering Government telephones.

11.4 Utilizing Electronic Mail. When prime Contractor or sub-contractor personnel send e-mail messages as a part of contract performance (or otherwise relating to contract matters), each sender shall include his/her name (both first and last names), e-mail address and the name of the individual’s company as part of his or her signature block. Under no circumstances will a contractor exercise any inherently government functions, to include adopting job titles that denote the authority to perform governmental functions or use of business cards with the same or similar information.

12. “GOVERNMENT RIGHTS”

As specified in paragraph 252.227-7020, DFARS, “The Government shall have unlimited rights in works first produced, created, or generated and required to be delivered under this contract.” The Government retains the right to all items produced in relation to their duties by personnel working under this contract.

13. USES AND SAFEGUARDING OF INFORMATION

Information from the secure web site is considered to be proprietary in nature when the contract number and contractor identity are associated with the direct labor hours and direct labor dollars. At no time will any data be released to the public.

14. ENTERPRISE CONTRACTOR MANPOWER REPORTING APPLICATION (ECMRA)

The Contractor shall report all Contractor labor hours (including subcontractor labor hours) required for performance of services provided under this CLHDW Support Contract via a secure data collection site. Contracted services excluded from reporting are based on Product Service Codes (PSCs). The excluded PSCs are:

(1) W, Lease/Rental of Equipment;

(2) X, Lease/Rental of Facilities;

(3) Y, Construction of Structures and Facilities;

(4) S, Utilities ONLY;

(5) V, Freight and Shipping ONLY.

The Contractor is required to completely fill in all required data fields using the following web address:

https://doncmra.nmci.navy.mil.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk, linked at https://doncmra.nmci.navy.mil.

15. ORGANIZATIONAL CONFLICT OF INTEREST

In accordance with FAR 2.101(b), if the Contractor (and any subcontractors, consultants, or teaming partners) has or is currently providing support or anticipates providing support to any organization listed in scope of this contract that creates or represents an actual or potential organizational conflict of interest (OCI), the Contractor shall immediately disclose this actual or potential OCI in accordance with FAR Subpart 9.5. The Contractor is also required to complete and sign an Organizational Conflict of Interest Statement in which the Contractor (and any subcontractors, consultants, or teaming partners) agrees to disclose information concerning the actual or potential conflict with any proposal for any solicitation relating to any work in the contract. All actual or potential OCI situations shall be identified and addressed in accordance with FAR Subpart 9.5.

Attachment A: DD-254 Security Classification Form Attachment B: Non-Disclosure Agreement (NDA) Attachment C: Past Performance Questionnaire

PRS

Performance Requirements Summary (PRS):

Service PWS Reference

Performance Standard Acceptable Quality Level

Method of Surveillance

Incentive / Penalty

Timeliness of Deliverables required by the Contract

PWS

Section 7

Deliverables shall be submitted in accordance with the delivery requirements required by the PWS.*

95% of the deliverables / reports are submitted on time per the timelines designated in Section 7 (Deliverables) of this contract.

COR Tracking

-CPARS ratings

Accuracy of Deliverables required by the Contract

PWS

Section 7

Reports and Other Deliverables are complete and correct when submitted.

No more than 3 Errors in content per Deliverable

COR Review for completion and accuracy

-CPARS ratings

Overall Management of Tasks

PWS Coordinate project activities and provide overall expertise for successful management and completion of each project area.

Project Areas meet all requirements. Problems encountered are minor and resolved in a satisfactory manner

Customer input / random sampling / COR review

Responsiveness PWS Provide effective responses to requirements & effective balancing of resources to accomplish work

Meets all requirements.

Problems encountered are minor and resolved in a satisfactory manner.

Customer input / random sampling / COR review

*Note: Deliverables are not counted as late when, on a case by case basis, the COR approves later deliverable submission. The COR’s approval of a late deliverable submission or failure to strictly enforce delivery requirements will not be deemed a waiver of the applicable delivery requirements for future deliverables.

CLAUSES INCORPORATED BY FULL TEXT

52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text.