M95494-21-Q-0004-0001.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 accomplish the follow ing:

A. Provide Government responses to solicitaion questions.

B. Update PWS Sections 5.1.3, 7.1, 8.1, 8.2, 11.0, and 13.0.

C. Update 52.212-1 Addendum sections 1.6 - 1.9.

D. Extend the Quotation and Past Performance Questionnaire submission deadlinefrom 10:00 AM EST on 22 February 2021 (local time, Washington D.C.) to 10:00 AM EST on 24 February 2021 (local time, Washington D.C.).

E. All updates and additions are identif ied in red font.

F. All other terms and conditions remain unchanged.

1. CONTRACT ID CODE PAGE OF PAGES

S 1 19

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

16C. DATE SIGNED

BY 17-Feb-2021

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 M9549421Q0004

X 9B. DATED (SEE ITEM 11)

02-Feb-2021

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

17-Feb-2021

CODE

MCICOM HQ

3000 MARINE CORPS PENTAGON

WASHINGTON DC 20350-3000

M95494 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

M9549421Q0004

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 22-Feb-2021 10:00 AM to 24-Feb-2021 10:00 AM.

The following have been modified:

52.212-1 ADDENDUM

1.0 INSTRUCTIONS TO OFFERORS

This Request for Quotation (RFQ) incorporates one or more provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer (CO) will make their full text available. The Offeror is cautioned that the listed provisions may include blocks that must be completed by the Offeror and submitted with its quote or offer. In lieu of submitting the full text of those provisions, the Offeror may identify the provision paragraph identifier and provide the appropriate information with its quote. In addition, the full text of a solicitation provision may be accessed electronically at this address: Acquisition.Gov

1.1

Communications and questions or requests for clarifications shall be submitted electronically in writing to the Contract Specialist Hanika Torio, Hanika.Torio@USMC.mil and Contracting Officer Anthony Hawkins, Anthony.D.Hawkins@USMC.mil on or before (09 February 2021), no later than 12:00 p.m. local time (Washington D.C.). The subject of the email should contain the Offeror’s name and the RFQ number. Offerors please do not submit questions to Beta.Sam.Gov. Failure to submit questions in the time specified may result in a “no response” from the Government unless otherwise determined by the CO. Offerors should not direct any communications or questions (written or verbal) concerning this RFQ to anyone other than the CS and CO. Answers to all written questions submitted will be provided as an amendment to this RFQ and uploaded to be submitted via Beta.Sam.Gov website, as soon as possible after the time and date listed above.

Electronic mail attachments, if any, shall be prepared using Microsoft Word or Microsoft Excel. Questions and comments should be segregated by Volume (Volumes 1 through 3) and when submitted, or when referencing specific text of this RFQ, shall include the following information:

Solicitation Number: M9549-21-Q-0004 Page # Section and Paragraph # or Attachment Question/Comment Recommended Change or Supplemental Information Requested

Offerors questions and responses by the Government may form the basis of an amendment to the RFQ. Responses to questions will not reveal the Offeror who proposed the question.

1.2 SOLICITATION AMENDMENTS

The Marine Corps Installation Command Contracting Office will post all amendments issued prior to the due date for receipt of quotes on the Beta.Sam.Gov website.

mailto:Hanika.Torio@USMC.mil mailto:Anthony.D.Hawkins@USMC.mil

1.3 FAR PROVISIONS INCORPROATED BY FULL TEXT

52.216-1 TYPE OF CONTRACT (APR 1984)

The Government contemplates the award of a Firm Fixed Priced Contract, with Fixed Priced CLINs and cost reimbursable other direct cost CLINs.

End of Provision

52.233-2 Service Protest (SEPT 2006)

(a) Protests, as defined in section 33.101 of the Federal Acquisition regulation, that are filed directly with an agency, and copies of any protests that are filed with the Government Accountability Office (GAO), shall be served on the Contracting Officer (addressed as follows) by obtaining written an dated acknowledgement of receipt from the Contracting Officer: [Anthony.D.Hawkins@USMC.mil].

(b) The copy of any protest shall be received in the office designated above within one day of filling a protest with GAO. If this applicable End of Provision

1.5 ANTICIAPTED AWARD DATE

The anticipated award date for this requirement is NLT (31 March 2021).

1.6 OFFER ACCEPTANCE PERIOD

The Government requires a minimum acceptance period of at least 90 calendar days. Offerors may specify a longer acceptance period than the Government’s minimum requirement. A response allowing less than the Government’s minimum acceptance period may be rejected. Offeror shall include this information in the Business Quote Volume I.

1.7 QUOTATION SUBMISSION INSTRUCTIONS

Addendum to Paragraph (b), Submission of offers: In addition to those requirements as stated in paragraph (b), the following are added and shall apply to the submission requirements in response to this solicitation:

The Request for Quotes (RFQ) responses must be prepared in three parts: Volume I – Business Quote. The Business Quote shall include Part A Technical Approach and Part B Management Approach; Volume II – Past Performance and Volume III – Price. No volume with the exception of Volume III – Price shall contain any costs related to this RFQ; however, resource information may be contained in the technical quote so that your understanding of the scope of work may be evaluated. Offerors shall acknowledge all amendments, complete necessary fill-ins in their entirety, and return with their submission to this RFQ. Any response not in compliance with the Government’s request may be rejected. The Government, at its discretion, may incorporate all or portions of an Offeror’s quote at contract award.

This RFQ is set aside for Economically Disadvantaged Women Owned Small Business (EDWOSB) under the NAICS Code 541611. Offerors must be designated as an EDWOSB in the Dynamic Small Business Search (DSBS) in order to participate in this procurement. DSBS is available at https://web.sba.gov/pro-net/search/dsp_dsbs.cfm.

Offerors must be registered in the System for Award Management (SAM) in order to participate in this procurement at https://www.sam.gov/portal/public/SAM/.

Representations and Certifications: Offeror shall complete representations and certifications in their System for Award Management (SAM) and include in its quote, its representation and certifications for FAR 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. Offeror shall include this information in the Business Quote Volume I.

Organizational Conflicts of Interest (OCI): The Offeror shall disclose any potential or actual organizational conflicts of interest (OCIs) that your firm (to include subcontractors) may have with the requirements of the https://web.sba.gov/pro-net/search/dsp_dsbs.cfm https://www.sam.gov/portal/public/SAM/

PWS/solicitation. Include a description of the OCI(s) and the action(s) taken, if any, to avoid, mitigate, or neutralize the OCIs. A negative response is required. Offeror shall include this information in the Business Quote Volume I.

Quotations are due no later than 10:00 AM EST on 24 February 2021 (Local time, Washington DC). Late submissions will be managed in accordance with FAR 52.212-1(f). NOTE: QUOTES ARE NOT TO BE

SUBMITTED IN THE BETA.SAM.GOV SYSTEM.

An official authorized to bind your organization must sign the RFQ responses. The Offeror’s quote shall provide convincing rationale to address how the Offeror intends to meet these requirements. Offerors shall assume that the Government has no prior knowledge of their experience and will base its evaluation on the information presented in each Offeror’s quote. Offerors are reminded that that Government reserves the right to award this effort based on the initial quote, as received, without discussion.

The quote must include all data and information requested by these Instructions to Offerors and must be submitted in accordance with these instructions. Offerors shall be compliant with the requirements stated in the RFQ. The Government may reject any offer that is not in compliance with the instructions provided in this RFQ.

The quote shall be clear, concise, and shall include sufficient detail for effective evaluation and for substantiating the validity of stated claims. The quote shall not simply rephrase or restate the Government’s requirements, but rather shall provide convincing rationale to address how the Offeror intends to meet these requirements. Each volume shall be written on a stand-alone basis so that its contents may be evaluated without seeking information from other volumes of the quote. Information required for quote evaluation, which is not found in its designated volume, will be assumed to have been omitted from the quote.

Offerors are advised not to make generalized statements such as “the Offeror understands and will comply with the requirements”, “standard procedures will be used”, “well known techniques will be used”, “best known practices”, or statements that paraphrase the solicitation in whole or in part.

Quotation Format and Content:

i. Paper, Page Size and Format – Page size shall be 8.5 x 11 inches. Pages shall be single-spaced. Use at least 1-inch margins on the top, bottom and side margins. Pages shall not contain any graphics or illustrations for other than for the purposes of depicting the technical approach.

ii. Text Spacing and Type – Except for the reproduced sections of the solicitation document, the text size shall be no less than 12 point. Pages shall be numbered sequentially by section.

iii. Illustrations and Tables - Illustrations, charts, and graphs other than for depicting the technical approach are not permitted. Tables, charts, graphs, diagrams and figures shall be used wherever practical to depict organizations, systems and layout, implementation schedules, plans, etc. These displays shall be uncomplicated, legible and shall not exceed 8.5 x 11 inches. Foldout pages shall not be used. Text shall be no smaller than 10 point for tables, charts, graphs, and figures. Elaborate formats, bindings or color presentations are not required. Elaborate brochures or documentation, binding, detailed artwork, or other embellishments are not required and neither are they desired.

iv. Number of Copies/Page Limits - The Offeror shall prepare the quote as set forth in the Quotation Organization Table below. The titles and contents of the sections shall be as defined in the table, all of which shall be within the required page limits and with the number of copies specified. Cover pages, cover letters, acronym listing and table of contents do not count towards the maximum page limit. The “original” quote containing each volume shall be clearly marked and submitted via email to the email address provided within the instructions.

Volume Title Original Plus # of Copies

Maximum Page Limit

I Business Quote A.Technnical Approach

B. Management Approach

1 Original – Electronic Version

40 Pages total (Resumes will not count against the total)

II Past Performance Quote 1 Original – Electronic Version

10 Pages

III Price / Quote 1 Original – Electronic Version

N/A

1.8 Distribution

The Offeror must ensure that:

• It has verified that its electronic quote is readable; and

• It has verified that the electronic quotes are free of computer viruses using standard commercial anti-virus software.

• The quote including attachments does not exceed 8 MB. If your entire quote exceeds 8 MB in size, please divide your quote into appropriate smaller emails because our server may reject emails larger than 8 MB.

Offerors are advised that the Government may be unable to receive zip files.

• Email one (1) copy of the quote to Hanika Torio, Hanika.Torio@USMC.mil and Anthony Hawkins, Anthony.D.Hawkins@USMC.mil.

All quotation submissions must include a cover page (*Include in the Business Quote) addressing the following information:

1. RFQ Number

2. Vendor Name

3. Subcontractor Name(s), if applicable

4. Vendor Tax Identification Number (TIN)

5. Vendor Dun & Bradstreet Number (DUNS)

6. North American Industrial Classification System (NAICS) Code

7. Contact Name

8. Contact Email Address

9. Contact telephone number & complete business mailing address

1.9 Evaluation Factors

Each page shall be affixed with the legend; “SOURCE SELECTION INFORMATION” See FAR 3.104.

Volume I – Business Quote Instructions

A. Technical Approach Instructions

Offerors shall describe and demonstrate the soundness of their approach, methodology, technique, or plan to accomplish each task identified in the Performance Work Statement (PWS). Offerors shall address the PWS requirements by articulating their substantial understanding of the requirements by describing the strategy, approach and plan they will use to accomplish the tasks and describe how they have been successful using this on previous similar efforts; and demonstrate the value added or unique qualifications, experience and expertise to perform the work.

B. Management Approach Instructions

Each Offeror shall submit a progression plan to accomplish tasks in the PWS. Offerors shall demonstrate how their processes, actions, and coordination’s will achieve effective and efficient performance of services. Offerors shall demonstrate how their response to the RFQ will mitigate risk to the Government.

Staffing Plan

Offeror will provide a detailed staffing plan, which demonstrates the Offeror’s ability to staff requirements in a reasonable amount of time, and the Offeror’s ability to recruit and retain qualified candidates for the work required by the PWS. The Offeror shall provide detailed rationale that supports the composition of the team, the status of the team members (currently on staff, contingency hire, or other), and the potential for those individuals not being available and measures that will be instituted to mitigate risk. Offerors will discuss how long it will take to provide 100 percent of the required team resources after contract award. Offerors shall provide Key Contractor Personnel and their signed letter of commitment to perform on the contract. Offerors shall submit a matrix that identifies key personnel position, degree(s), and years of relevant experience. Key personnel resumes shall not exceed 1 page and include at a minimum: degree, school, years of experience, and any certifications. Below is an example matrix template, but an Offeror may include additional information or format in whatever way the Offeror believes best communicates the information.

Labor Category Name Years of Relevant Experience

Education

Volume II – Past Performance Quote Instructions

Past Performance

Offerors shall provide three (3) of the most recent and relevant contracts performed for federal agencies and commercial customers within the last 3 years of this solicitation closing date that demonstrates their ability to perform the proposed effort. Offerors with no relevant past or present performance history shall receive the rating of “neutral”; meaning the rating is neither favorable nor unfavorable.

Note: The Government will not review more than 3 references per Offeror.

If the Offeror has no recent or relevant Past Performance, the Offeror shall state so. For the purpose of submitting quotes, recent is defined as occurring within the three years prior to the solicitation closing date. The Offeror may use past performance of current contracts (including Federal, State, Local, and private) for efforts that are similar to the required services. Offerors shall provide information on problems encountered on the identified contracts and the Offerors corrective actions. The Government shall consider this information, as well as information obtained from other sources, when evaluating the Offer’s past performance.

Past Performance Questionnaire. Offerors shall complete for each contract the information identified in Section 1 of the form “Past Performance Questionnaire” (PPQ) and email the questionnaire to the technical representative responsible for the referenced past/current contract. The questionnaire states that the technical representative should complete Section 2 of the questionnaire and email the entire questionnaire within the date and time designated on the questionnaire to the point of contract designated on the form. Questionnaires should not contain any classified information. Offerors may request/remind the technical representative to complete and email to the CS & CO listed on the questionnaire. NOTE: Offerors shall clearly identify themselves on the form as the proposing Offeror so that Questionnaires can be tracked to the correct vendor.

Offerors shall provide the past performance questionnaire to their references and complete and return directly to CS, Hanika Torio, Hanika.Torio@USMC.mil, and Anthony Hawkins, Anthony.D.Hawkins@USMC.mil on or before (24 February 2021). The Government may use all portions of the past performance questionnaire to the Offeror’s experience to determine relevancy and recency to the requirements of the RFQ. The Government will use information submitted by the Offeror and other sources such as federal government offices and commercial sources to assess past performance.

Volume III – Price Quote Instructions

Each Offeror shall submit their Price Quote in accordance with instructions below:

A. Complete blocks 12, 17, 23, and fully execute SF-1449.

B. Sign acknowledgment of all solicitation amendments SF-30.

C. Identify an individual(s) that will serve as the Authorized Negotiator(s) for this solicitation. Include the name, title, telephone number and email address.

D. Clearly delineate part of the price associated with subcontractors along with a summary of the dollar value of work being performed by the Prime Contractors and the dollar value of work being performed by the Subcontractor(s).

E. Provide a price quote, including the complete SF-1449 Pricing Schedule. The Offeror shall provide complete pricing for the base period and all option years. Insert unit prices for all Contract Line Item Numbers (CLINS) where applicable as indicated in – “Pricing Matrix”.

F. Offerors are reminded that Base Year and Option Years 1-IV of this requirement will be priced out on a Fixed Priced Basis. The Government is requesting discounts from each Offeror. Offerors shall provide columns, which identifies price before discount, amount of discount, and price after discount.

G. Note: The Government will incorporate FAR Clause 52.217-8, “Option to Extend Services” into this RFQ.

The Government will add one-half the value of the Offeror’s price for Option Year 4 to the total overall price. Thus, the Offeror’s total overall price will be made up of the base year, all option years, and value of the six-months under FAR Clause 52.217-8.

Note: It is important that Offerors read this RFQ in its entirety. All Offerors must comply with all instructions as listed in this RFQ. Offerors must provide all requested information required in this RFQ.

Failure to comply with all instructions of this RFQ may render the Offerors quote unacceptable and therefore not considered for award.

(End of provision)

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

FOR

MARINE CORPS BUDGET EXECUTION ANALYSIS, REPORTING AND AUDIT SUPPORT

FOR HQMC DEPUTY COMMANDANT, PROGRAMS AND RESOURCES (DC P&R) DEPARTMENT

1.0 PURPOSE

The purpose of this effort is to provide financial execution, data management, analysis, reporting and audit support to the Headquarters Marine Corps (HQMC), Deputy Commandant, Programs and Resources (DC P&R) Budget and Execution (B&E) Division. Included in this performance work statement (PWS) are the requirements to provide budget execution, reporting, data management solutions, and audit readiness measures to optimize the allocation and execution of limited financial resources.

1.1 Requiring Organization.

The organization requiring the services described herein is as follows:

U.S. Marine Corps

DC, P&R

Pentagon Room Arlington, VA 20380

2.0 BACKGROUND

The DC P&R Department is the principal staff agency responsible to the Commandant of the Marine Corps for developing and defending Marine Corps financial requirements, policies, and programs. DC P&R owns the Marine Corps program analysis and resource planning, programming, budgeting and execution (PPBE) processes and serves as the principal adviser to the Commandant of the Marine Corps (CMC) on all financial matters. The P&R Department directs and manages end-to-end financial management activities to include: program and budget formulation, budget execution, accounting and auditing. The mission of B&E is to track and optimize the allocation of limited financial resources in support of Marine Corps operations and acquisition programs. For its part in formulating the Marine Corps budget estimates and submissions: B&E coordinates with Navy’s Office of the Deputy Assistant Secretary for Budget (FMB) and other offices, such as the Chief of Naval Operations, as appropriate. B&E also provides quality control over programmatic and financial data for congressional and external agency use. When the budget is enacted, the Budget Execution Branch (RFE), within P&R B&E Division, is responsible for allocating resources to the major commands, monitoring execution, and realigning resources as necessary.

In today’s fiscal environment of declining resources and increased scrutiny; it is essential that use of available dollars be maximized in order to provide maximum support to our Marines throughout the world. Additionally, in order to maximize support to our war fighters, it is vital that financial processes be improved to ensure efficient utilization of financial resources.

3.0 SCOPE AND OBJECTIVES:

• Support Marine Corps budget execution by providing in-depth financial analysis & detailed reports.

• Provide guidance and support to HQMC during reviews, and assist with establishing internal control mechanisms in response to audit findings.

• Provide detailed analysis of civilian personnel budget execution data, and reporting trends.

• Provide United States Marine Corps (USMC) execution variance analysis to BE leadership.

4.0 GENERAL REQUIREMENTS

4.1 Applicable Directives.

• Office of the Under Secretary of Defense Comptroller (OUSD-C) Department of Defense (DoD) 7000.14-R, DoD Financial Management Regulation (DoD FMR);

• Department of Navy Financial Management Policy Manual, NAVSO P-1000;

• Marine Corps Order (MCO) 7300.21A (Marine Corps Financial Management Standard Operating

Procedure Manual).

4.2 Required Knowledge and Experience.

• DoD and Marine Corps financial processes including roles, responsibilities and processes of major players.

• Experience and demonstrated expertise in performing financial analysis and identifying and recommending solutions to Marine Corps financial issues.

• Experience and demonstrated expertise in effectively and professionally communicating complex financial issues and status verbally, in writing and via metrics and reports.

• Experience and demonstrated expertise supporting Marine Corps accounting systems and related to coding, structure, and data standardization.

• Demonstrated in-depth knowledge of Department of the Navy and United States Marine Corps financial systems to include: Program Budget Information System (PBIS), Work Year Personnel Cost (WYPC), Standard Accounting, Budgeting and Reporting System (SABRS)/Defense Agencies Initiative (DAI), and Management Analysis Retrieval System (SMARTS).

• All personnel must have advanced knowledge of basic computer hardware and Microsoft Office software (i.e., Word, Excel, Power Point, Access and Outlook).

4.3 Working on a Government Installation.

4.3.1. Contractor employees must be clearly identifiable while on Government property by wearing appropriate badge. The Contractor shall provide each employee with an identification badge, which identifies, by photograph, the individual as an employee of the Contractor. These badges shall be worn at all times and presented for examination upon request from the Contracting Officer (CO), Contracting Officer’s Representative (COR), QA Personnel, Military Police, or any other Government Official with a need to see the badge.

4.3.2. The Contractor and his employees shall be subject to all traffic, security, and registration regulations for personnel and vehicles. Copies of current regulations may be obtained from the CO.

4.3.3. All Contractor personnel attending meetings, answering Government telephones, receiving or responding to electronic messages, and correspondence related to this contract, working on site or where their Contractor status is not known to third parties, must identify themselves as Contractors, to include wearing ID badges, which identify them as Contractor personnel. Contractor personnel shall also ensure that when logged onto Government equipment that their profile shows them as Contractor personnel. Unless otherwise directed by the COR, all documents produced or revised by Contractors or developed through Contractor participation must be marked as “Contractor generated documents” or otherwise identified in a manner that discloses the contractor’s participation.

4.3.4 Contractor-occupied facilities (on Government installations) such as offices, separate rooms, or cubicles must be clearly identified with Contractor supplied signs, name plates or other identification, showing that these are work areas for Contractor personnel.

4.4 Security Requirements.

Security requirements applicable to this contract are described in the Department of Defense Contract Security Classification Specification DD254 (Attachment # 1).

All personnel performing tasks under this contract must be eligible for, and obtain, a DoD Common Access Card (CAC) and associated DoD PKI certificates for identity verification and encryption of transmitted correspondence.

Contractor personnel may require access to facilities after hours. Consequently, Contractor personnel shall follow procedures established at each site for ensuring the security of the building, equipment, materials and personnel who are working in and around facilities. During duty hours, Contractor personnel shall keep doors to the outside of facilities secured except the ones used by customers. When securing facilities at the end of the duty day, Contractor personnel shall follow established procedures.

The current workspace is classified as Secret; therefore, all Contractor personnel will have a valid security clearance in order to work in the facility.

Secret security clearances are required to work at the Pentagon, and other Government operated facilities within the National Capitol Region (NCR).

• All personnel working under this contract must have an active DoD Secret level security clearance. Interim security clearances are acceptable for personnel at the start of performance under this contract; the Contractor must maintain an Interim clearance until the Active Secret Level clearance is approved.

• The contractor must have an active DoD Secret level facility clearance. An Interim facility security clearance is acceptable at the start of performance under this contract; the Contractor must maintain an Interim facility clearance until the Active Secret Level facility clearance is approved.

• Personal security clearance requests are processed by the Defense Industrial Security Clearance Office (DISCO), which is located in Columbus, OH. Recent changes require the contractor to establish Security clearances. Employees assigned to this task will require an IT-II designated positions and will require a favorably adjudicated a DoD Secret or NACLC/ANACI, which will be updated every ten years by a

NACLC.

4.5 Progress Briefings.

The Contractor shall provide oral or written progress briefings to the COR as required. Briefings will be provided upon completion of individual tasks or specific project areas as requested by the COR (Deliverable 9).

5.0 SPECIFIC REQUIREMENTS

The Contractor shall provide the following support:

Task Area Para

• Financial Execution Level Data Management, Analysis & Reporting 5.1.1

• Civilian Personnel Management & Tracking 5.1.2

• Field Level Execution Monitoring, Corrections & Audit Support 5.1.3

The Contractor is responsible for providing suitable technical and analytical expertise in support of this contract. The Contractor shall ensure technical management and coordination of task activities and provide overall expertise for successful completion of each task area. The Contractor shall ensure the task areas are performed in an efficient, effective, and responsive manner. The Contractor shall coordinate task activities and serve as the overall expert for successful completion of this task initiative.

5.1 Task Areas.

5.1.1. Financial Execution Level Data Management, Analysis, & Reporting

Unless otherwise specified, the Government anticipates the Contractor to complete the following tasks on a daily basis throughout the entire per period of performance:

• Tracks and monitors financial data and reports on the status of commitments, obligations, and expenditures in detail by year, appropriation, and target program or any other logical grouping requested by management.

• Conduct detailed analysis on financial transactions of budget and financial execution and reporting trends reflected in applicable USMC, Navy, DOD or Treasury financial management systems.

• Assists the Government with financial planning, correction of errors and recommendations on how to better implement the Marine Corps Financial Integrated Analysis System (MCFIAS).

• Assist in maintaining SABRS/DAI Tables for HQMC by reviewing/providing recommendations regarding SABRS Table requests which includes submitting the commands requests to help desk

• Perform weekly variance analysis and reporting of budget and financial data elements which includes Program Elements (PE), Fund Codes (FC) & Special Interest Codes (SIC)

• Create reports to address questions and concerns related to variances, recording of financial transactions and data reflected in budget execution reports

• Perform financial analysis, related research and reconciliation support on budget related reports which includes Hurricane and Cost of War Reports (Deliverable 1)

• Collect, compile, and analyze financial, accounting, budget or other required data, which includes comparing commands phasing plan to the execution data on a weekly basis

• Prepare, assess, and track standard and ad-hoc financial reports as required by management, respond to data calls as needed

• Prepare, assess, or monitor required metrics and status reports (i.e., daily, weekly, monthly, etc. as required) for management

• Support financial document execution and close-out processes and activities

• Support HQMC’s midyear/end-of-year reviews, responses to Dormant Account Review-Quarterly (DAR-

Q) reviews, resolution of audit findings and internal control deficiencies

• Provide budget, accounting and execution support to include report and automated tool development, which includes providing support in the Marine Corps Funding Authorization Document (MCFAD) and Defense Agencies Initiative (DAI)

• Assist the Fiscal Codes Configuration Control Board (FCCCB) with monitoring, modifying, and establishing Fiscal Codes to meet financial tracking and reporting needs both internal and external to P&R

• Provide assistance to OSD with ADVANA Applications to ensure tracking of the USMC execution data.

• Assist application creators map the Marine Corps data accurately for supplemental funding

• Assist USMC personnel with how to utilize the ADVANA and Defense Agencies Initiative (DAI) applications

• Utilize the ADVANA SQL builder to verify data submitted and mapped to the universe of transactions (UOT) for application building

• Participate in ADVANA application meetings and make any recommendations of applications that may be beneficial to the Marine Corps

• Assist in building applications utilizing QLIK within ADVANA

Deliverables for this task area include Individual analysis, exhibits, and reports performed and delivered throughout each month in various formats (excel, word, access) as required by the COR. The Contractor shall summarize these deliverables in a monthly status report to be provided to the COR no later than the 5th business day of each month following the performance.

5.1.2. Civilian Personnel Tracking

• Provide daily analytical, reporting and related administrative support to the development of civilian personnel budget execution plans aligned with strategic, budget, and management priorities

• Produce civilian personnel Manage-to-Payroll Score Card monthly to capture end-of-month labor execution and annually to capture end-of-year labor execution; utilizing execution data that includes annual Full Time Equivalents (FTE) and dollar projected execution and variance to controls, labor errors by command, variance between civilian labor accruals to actuals and variance between SABRS and Work Year and Personnel Cost (WYPC) data. (Deliverable 2)

• Produce civilian personnel execution reports monthly to capture end-of-month labor execution and annually to capture end-of-year labor execution; in the OP-8 budget exhibit format to include FTEs and dollars broken down by basic compensation, benefits, awards and other required categories (Deliverable 4)

• Compare annual civilian personnel financial controls and pay period execution to determine variances by Budget Line Item (BLI) and/or Program Element (PE) and make recommendations for corrective action and future prevention on a monthly basis

• Provide civilian personnel execution data for input into the Navy’s Civilian Personnel Phasing Plan (CPP), Civilian Personnel Pricing Tool (CPT) and to report cumulative monthly execution and to identify and explain variances during Mid-Year Reviews and end of year reporting (Deliverable 5)

• Provide civilian personnel end of fiscal year actual execution data by dollars and FTEs broken down by Budget Line Item (BLI) and Program Element (PE) to assist in systematic upload and inclusion in budget exhibits

• Conduct weekly detailed analysis of civilian personnel budget and financial execution and reporting trends reflected in applicable USMC, Navy or DOD financial or personnel management systems

• Monitor and produce civilian labor execution reports for the Marine Corps and conduct analysis of civilian labor errors to determine the root cause and corrective action on a daily basis

• Conduct SABRS to Work Year and Personnel Cost (WYPC) reconciliation and contact commands to make systematic corrections (Deliverable 3)

• Conduct weekly analysis of civilian labor accruals versus actual costs and engage with commands to reduce variances and update SABRS tables

• Provide monthly system support to create and pull civilian labor related execution reports using SABRS and SABRS Management Analysis Retrieval Tool System (SMARTS) to answer Department of the Navy (DON), Office of the Secretary of Defense (OSD), and Congressional inquiries to assist in justifying and defending budget estimates and civilian personnel growth.

• Prepare, assess or monitor required metrics and status reports to be provided or included in meetings and briefs to senior leadership with Programs and Resources P&R, the DON, OSD or other outside entities on a daily basis.

• Provide daily support for the systematic transition of time and labor from the Standard Labor Data Collection and Distribution Application (SLDCADA) and SABRS to Defense Agencies Initiative (DAI).

Deliverables for this task area include Individual analysis, exhibits, and reports performed and delivered throughout each month in various formats (excel, word, access) as required by the COR. The Contractor shall summarize these deliverables in a monthly status report to be provided to the COR no later than the 5th business day of each month following the performance.

5.1.3. Field Level Execution Monitoring, Corrections & Audit Support

• Provide daily support in managing all prior year accounts including monitoring authority, commitments, obligations, expenditures & liquidations for Program’s & Resources’ Work Center

• Provide daily review all spending errors and abnormal conditions, and make recommended corrections to P&R’s Work Center Manager

• Conduct quarterly field level DAR-Q Review for P&R by consolidating all the dormant records in HQMC and making sure the DAR-Q submission deadline is met (Deliverable 7)

• Perform monthly detailed research, and request de-obligation and contract closeout for all expired contracts

• Provide monthly support on the DAR-Q, Statement of Budget Allocations (SBA), FIAR audit efforts by providing responses to samples to the auditors, as well as, answering any follow up questions posed regarding P&R’s execution

• Assist the Budget Execution branch with the development of SOP’s detailing processes on a monthly basis

• Prepare a daily report detailing current year execution by command which includes all appropriations and the amount of funds that is distributed across the Marine Corps. The daily report consists of: (1) a snapshot of the distribution of funds that is distributed to the Marine Corps; (2) what was committed, obligated, expensed and liquidated for the Marine Corps and by Command; and (3) the execution status by appropriation and budget line item. (Deliverable 6)

• Review and reconcile PBIS data with SABRS execution for all of Marine Corps and recommend any changes and/or discrepancies to leadership on a daily basis

• Provide weekly support and review HQMC Budget Controls by Program Element (PE) and Budget Line Item (BLI) recommend any changes and/or discrepancies to leadership

• Provide support during the Mid-Year Review process to determine possible under and over execution and provide courses of action

• Provide annually support during the Close-Out process to determine risk of over execution, excess savings and risk mitigation strategies

6.0 PERFORMANCE STANDARDS

This is a Performance Based Contract in accordance with FAR 37.6. The Performance Work Statement provides specific requirements to accomplish the work, documenting the method of approach, analytical tools, and staff required. The Government shall monitor the Contractor's performance under this contract using quality assurance procedures developed by the Government known as a Quality Assurance Surveillance Plan. Typical procedures might include random sampling, checklists, inspections, and customer complaints. This is not an all-inclusive list.

7.0 PLACE AND PERIOD OF PERFORMANCE

7.1. Work efforts in support of this task effort will be accomplished in the Pentagon and Government facilities in/around the National Capitol Region (NCR) with the option to telework pending COR approval. Contractors are required to work 40 hours/week Monday through Friday, excluding the ten (10) U.S. Federal Holidays. Acceptable working hours are between 0700 – 1800 (Monday – Friday).

7.2. The period of performance will be for a one (1) year base period and four (4) one-year option periods.

Period Length Dates Base Year One (1) year 01 April 2021 – 31 March 2022

Option Year One One (1) year 01 April 2022 – 31 March 2023 Option Year Two One (1) year 01 April 2023 – 31 March 2024

Option Year Three One (1) year 01 April 2024 – 31 March 2025 Option Year Four One (1) year 01 April 2025 – 31 March 2026

8.0 EQUIPMENT

8.1 Government-provided Data and Desks.

The Government will provide the following:

• Access to non-structured data (e.g., documents) required to support execution.

• Access to structured data sets required to support execution.

• Three desks with a telphone at each desk. The Government may, without notice, reduce or increase the number of desks available.

8.2 Laptops and Peripherals.

The Contractor shall provide all material necessary for performance including laptops and peripherals (e.g., mobile phones).

Acceptable NIPR Laptop

In the performance of their duties all contractor personnel will require connectivity and access to the MCEN for accessing sensitive information and sending and/or receiving e-mails that contain sensitive information. In doing so, the contractor shall comply with MCENMSG-Unification 003-14 ENABLING CONTRACTOR ASSET CONNECTIVITY TO THE MCEN. Compliant laptops/computers will be imaged by the Marine Corps. The Contractor is responsible for providing these laptops/computers; the Government will not furnish laptops/computers for this PWS. No more than one laptop/computer will be imaged per Contractor employee. The current list of computers eligible for imaging are as follows:

(1) Dell, Latitude 5285

(2) Dell, Latitude 5290

(3) Dell, Latitude 5480

(4) Dell, Latitude 5490

(5) Dell, Latitude E5450

(6) Dell, Latitude E5470

(7) Dell, Latitude E5570

(8) Dell, OptiPlex 3050

(9) Dell, OptiPlex 5070

(10) Dell, OptiPlex 7040

(11) Dell, Precision 3630 Tower

(12) Dell, Precision 7510

(13) Dell, Precision M4800

(14) Hewlett Packard, EliteBook 8470p

(15) Hewlett Packard, ProBook 640 G2

(16) Hewlett Packard, ProBook 640 G4

(17) Hewlett Packard, ProBook 640 G5

(18) Hewlett Packard, ProBook 650 G3

(19) Hewlett Packard, ZBook 15 G2

(20) Hewlett Packard, ZBook 15 G6

(21) Lenovo, T530i

(22) Lenovo, T440p

(23) Microsoft, Surface Pro 4

(24) NCS, Stratus 7280

(25) NCS, Stratus 7480

(26) Getac, F110 G3

(27) Getac, T800 G2

(28) Juniper, MESA2

(29) HP 640G6

(30) HP Elitebook 845G7

(31) Dell 5410.

The updated list of approved laptops authorized to be attached to the MCEN can be obtained from MCSC G6 upon request. The Contractor will transfer the contractor owned laptops to the MCSC, G-6, Information Technology Asset Management (ITAM) department to have the MCEN imaged placed on each laptop before it can be connect to the MCEN. Upon completion of the contract or at such time as the contractor reclaims the asset from the USMC effort;

non-Government owned internal\external hard drives and data associated with the laptop shall become the property of the US Government and turned over to the COR upon request. For additional questions regarding current system specifications contact the COR. The laptops purchased will not be considered Government property and will not transfer to the Government at the end of the task order (except hard drives and data listed above).

9.0 TRAVEL

Travel may be required under this contract. The anticipated travel is three (3) to four (4) trips per year, for two contractor employees to accompany Government personnel to a Marine Corps Command and provide support. The Contractor shall be reimbursed for travel outside the local area in accordance with the terms of travel reimbursement set forth below in Section 10.0. The local area is defined as travel within a 50-mile radius of the Pentagon.

10.0 TRAVEL REIMBURSEMENT

10.1 Contractor Request and Approval of Travel. Any travel under this contract must be specifically requested in writing by the Contractor and approved by the COR, prior to incurring any travel expense. The Contractor shall submit the written request to the COR five days in advance. The travel request shall include as a minimum, the following:

• Contract number

• Date, time, and place of proposed travel

• Purpose of travel and how it relates to the contract

• Contractor’s estimated cost of travel with a breakdown of the estimated costs of transportation, lodging, meals, and incidentals; and

• Name(s) of individual(s) traveling.

10.2 The COR shall review and approve/disapprove (as appropriate) all travel requests submitted giving written notice of such approval or disapproval to the Contractor.

10.3 Travel Reimbursement. The Contractor shall be reimbursed for the reasonable actual cost of transportation, lodging, meals and incidental expenses. However, actual costs shall be considered reasonable, allowable, and reimbursable only to the extent that they do not exceed on a daily basis the maximum per diem rate in effect at the time of travel as set forth in the DOD Joint Travel Regulations located at https://secureapp2.hqda.pentagon.mil/perdiem/. Actual cost does not include handling charges, general and administrative cost, overhead, profit or any other indirect cost.

10.4 The Contractor shall use the allowable Government personnel rates for transportation and lodging.

Reimbursement for airfare shall not exceed the lowest customary standard, coach, or equivalent airfare quoted during normal business hours. 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. In no event will reimbursement exceed the published rates of common carriers. Expenses for lodging, meals and incidental expenses shall be reimbursed to the Contractor, provided that the overnight stay was documented as necessary.

10.5 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 CO and the COR and any other Government official identified by the CO. The notice shall state the estimated amount of additional funds required to continue performance for the period specified in the contract. The Contractor shall not exceed or incur costs that exceed the amount of funding stated on the reimbursable travel CLIN.

https://secureapp2.hqda.pentagon.mil/perdiem/

10.6 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.

10.7 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 CO 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.

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

10.9 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.

11.0 DELIVERABLES

All deliverables are to be submitted to the COR. Unless otherwise specified by the COR, the standardized format for reports shall be electronic, requiring at a minimum, Microsoft Office 2010 or a format mutually agreed upon by the Contractor and COR. The format should be organized and written clearly and information shall be accurate and relevant.

Deliverable PWS

Details Due Date

1. Cost of War/Disaster Events Reporting

5.1.1 Assist in updating the costs of any disaster events

and Overseas Contingency Operations…