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Revised OASIS SB solicitation dated June 20

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OASIS SB DRAFT

REQUEST FOR INFORMATION

Updated June 20, 2013

RESERVED

for

THE STANDARD FORM (SF) 33

SOLICITATION, OFFER, AND AWARD

OASIS SB

table of contents

part i – the schedule8
sECTION a – solicitation/contract form8
A.1.NOTICES TO OFFERORS8
A.1.1.FAR 52.215-3 Request for Information or Solicitation for Planning Purposes (OCT 1997)8
A.1.2.Reserved8
SECTION b – supplies or services and prices/costs9
B.1.BACKGROUND9
B.1.1. Authority9
B.1.2. Economy Act9
B.1.3. Contract Type9
B.1.4. Minimum Guarantee and Maximum Ceiling9
B.1.5. Contract Access Fee (CAF)10
B.2.TASK ORDER PRICING10
B.2.1. Labor Categories and Standard Occupational Classifications10
B.2.2. Fixed Price Task Orders11
B.2.3. Cost Reimbursement Task Orders11
B.2.4. Incentive Task Orders11
B.2.5. T&M and L-H Task Orders11
B.2.5.1. Ceiling Rates for T&M and L-H Task Orders12
B.3.ANCILLARY SUPPORT12
B.3.1. Specialized Professional Services Labor13
B.3.2. Labor Subject to the Davis Bacon Act (DBA)13
B.3.3. Labor Subject to the Service Contract Act (SCA)13
B.3.4. Labor outside the Continental United States (OCONUS)13
B.3.5. Travel14
B.3.6. Materials and Equipment14
B.3.7. Subcontracting14
section C - Description / specifications / Statement of Work15
C.1.OBJECTIVE15
C.2.SCOPE15
C.2.1.Core Disciplines17
C.2.1.1. Program Management Services17
C.2.1.2. Management Consulting Services18
C.2.1.3. Scientific Services19
C.2.1.4. Engineering Services19
C.2.1.5. Logistics Services20
C.2.1.6. Financial Management Services20
C.3.ANCILLARY SUPPORT SERVICES21
C.3.1. Ancillary Support Services for Information Technology21
C.4.SERVICES NOT IN SCOPE21
section D - Packaging and Marking23
D.1.PACKAGING AND MARKING23
section E - Inspection and Acceptance23
E.1.INSPECTION AND ACCEPTANCE23
SECTION F - DELIVERIES OR PERFORMANCE24
F.1.DELIVERIES OR PERFORMANCE CLAUSES24
F.2.PLACE OF PERFORMANCE24
F.3.PERIOD OF PERFORMANCE24
F.4.PERFORMANCE STANDARDS24
F.4.1. Deliverable and Reporting Requirements25
F.4.2. Compliances26
SECTION G - CONTRACT ADMINISTRATION DATA29
G.1.BACKGROUND29
G.2.ROLES AND RESPONSIBILITIES OF KEY PERSONNEL29
G.2.1. Program Manager (PM)29
G.2.2. Contracting Officer (CO)29
G.2.3. Ombudsman29
G.2.4. Industrial Operations Analyst (IOA)29
G.2.5. Ordering Contracting Officer (OCO)29
G.2.5.1. Contracting Officer’s Representative (COR)30
G.2.6. Contractor Key Personnel30
G.2.6.1. Corporate OASIS SB Program Manager (COPM)31
G.2.6.2. Corporate OASIS SB Contract Manager (COCM)31
G.3.CONTRACTOR ADMINISTRATION REQUIREMENTS31
G.3.1. Contract Access Fee (CAF)32
G.3.2. OASIS SB Management Module32
G.3.2.1. Task Order Award Data32
G.3.2.1.1. T&M/Labor Hour Award Data32
G.3.2.1.2. Firm Fixed Price Award Data33
G.3.2.1.3. Cost Reimbursement Award Data33
G.3.2.2. Task Order Modification Data33
G.3.2.3. Invoice Data33
G.3.2.4. CAF Payment Data34
G.3.2.5. Closeout Data35
G.3.3. SUBCONTRACTING PLAN35
G.3.3.1. ISR Reporting35
G.3.4. CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (CPARS)36
G.3.4.1. OASIS SB CPARS36
G.3.4.2. Task Order CPARS36
G.3.5. OASIS SB AND TASK ORDER CLOSE-OUTS37
G.3.6. INSURANCE37
G.3.7. MERGERS, ACQUISITIONS, NOVATIONS, AND CHANGE-OF-NAME AGREEMENTS38
G.3.8. RESPONSIBILITY AND FAPIIS38
G.3.9. VETS-100A REPORTS38
G.3.10. FSRS REPORTS38
G.3.11. POST AWARD SMALL BUSINESS PROGRAM RE-REPRESENTATION38
G.3.12. OPTION DETERMINATION39
section H - Special Contract Requirements40
H.1.BACKGROUND40
H.2.OBSERVANCE OF FEDERAL HOLIDAYS40
H.3.ORDERING PROCEDURES40
H.3.1. Set-Asides Based on Socio-Economic Group41
H.4.NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS)41
H.4.1. Predominant OASIS SB NAICS Codes41
H.4.2. Predominant Task Order NAICS Determination42
H.4.2.1. NAICs Pools42
H.5.PRODUCT SERVICE CODES (PSC)43
H.6.SYSTEMS, COMPLIANCES, AND CERTIFICATIONS44
H.6.1. Adequate Accounting System44
H.6.2. Acceptable Estimating System44
H.6.3. Reserved45
H.6.4. Forward Pricing Rate Agreements, Forward Pricing Rate Recommendations, and Approved Billing Rates45
H.6.5. Approved Purchasing System45
H.6.6. ISO 9001:2008 Certification46
H.6.7. AS9100 Certification46
H.6.8. CMMI Maturity Level46
H.6.9. Earned Value Management System47
H.6.10. Security Clearance Requirements47
H.6.10.1. Facility Clearance Level47
H.6.10.2. Employee Security Clearance48
H.6.10.3. HSPD-1248
H.6.11. Sustainability48
H.6.12. Proprietary Solutions49
H.6.13. Reserved49
H.6.14. Limitations on Subcontracting49
H.6.15. Task Order Invoices49
H.6.16. ISO 17025 Certification49
H.6.17. Meaningful Relationship Commitment Letters50
H.7.PARTNERING50
H.7.1. Meetings50
H.7.2. GSA OASIS SB Webpage50
H.7.3. Contractor OASIS SB Webpage51
H.7.4. Marketing51
H.7.5. Minimum Task Order Awards52
H.8.TRAINING AND PERMITS52
H.9.ETHICS AND CONDUCT52
H.9.1. Supervision52
H.9.2. Conduct53
H.9.3. Conflicts of Interest53
H.9.4. Cooperation with other Contractors on Government Sites54
H.10.GOVERNMENT PROPERTY54
H.10.1. Leasing of Real and Personal Property54
H.10.2. Government Facilities55
H.10.3. Rights of Ingress and Egress55
H.11. ON-RAMPING55
H.11.1. Lateral Pool Ramping56
H.11.2. Vertical Pool On-Ramping56
Immediately upon vertical Pool ramping to OASIS unrestricted, the Contractor is eligible to submit a proposal in response to any task order solicitation and receive task order awards with the same rights and obligations as any other Contractor within the new Pool(s); however, the Contractor will be placed on Dormant Status under the OASIS SB Pool(s) the Contractor is no longer eligible under. The Contractor must continue performance on active task orders under their dormant OASIS SB Pool(s), including the exercise of options at the task order level at the discretion of the OCO, until all active task orders are closed-out.57
H.11.3. Open Season On-Ramping57
H.12. DORMANT STATUS58
H.13. OFF-RAMPING58
part ii – Contract clauses60
SECTION i – contract clauses60
I.1. TASK ORDER CLAUSES60
I.2. OASIS SB CLAUSES60
I.2.1. FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE60
1.2.2. GSAR 552.252-6 AUTHORIZED DEVIATIONS IN CLAUSES (DEVIATION FAR 52.252-6)(SEP 1999)60
I.3. GSAR CLAUSES INCORPORATED BY REFERENCE63
I.4. FAR AND GSAR CLAUSES IN FULL TEXT63
I.4.1. FAR 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (FEB 2012)63
I.4.2. FAR 52.216-18 Ordering (OCT 1995)64
I.4.3. FAR 52.216-19 Order Limitations (OCT 1995)64
I.4.4. FAR 52.216-22 Indefinite Quantity (OCT 1995)64
I.4.5. FAR 52.217-8 Option to Extend Services (NOV 1999)65
I.4.6. FAR 52.217-9 Option to Extend the Term of the Contract (MAR 2000)65
I.4.7. GSAR 52.232-99 Providing Accelerated Payment to Small Business Subcontractors (DEVIATION) (AUG 2012)65
part iii – list of documents, exhibits, and other attachments66
SECTION j – list of attachments66
J.1. LABOR CATEGORIES AND DEFINITIONS – Attachment (1)66
J.2. DIRECT LABOR RATE RANGES – Attachment (2)66
J.3. BACKGROUND AND POOL IDENTIFICATION – Attachment (3)66
J.4. OFFEROR’S PROPOSAL CHECKLIST – Attachment (4)66
J.5. RELEVANT EXPERIENCE TEMPLATE – Attachment (5)66
J.6. PAST PERFORMANCE RATING FORM – Attachment (6)66
J.7. SUBCONTRACTING PLAN TEMPLATE – Attachment (7)66
J.8. COST/PRICE TEMPLATE – Attachment (8)66
J.9. Reserved66
J.10. REQUEST FOR INFORMATION TEMPLATE – Attachment (10)66
part iv – represEnTations and instructions67
SECTION k – instructions, conditions, and notices to Offerors or respondents67
K.1. REPRESENTATIONS AND CERTIFICATIONS67
K.1.1. AUTHORIZED DEVIATIONS IN PROVISIONS (DEVIATION FAR 52.252-5)(SEP 1999)67
K.1.2. FAR 52.204-8 Annual Representations and Certifications (DEC 2012)68
K.1.3. FAR 52.209-7 Information Regarding Responsibility Matters (FEB 2012)70
K.1.4. FAR 52.219-1 Small Business Program Representations (APR 2012)71
K.1.5. FAR 52.230-1 Cost Accounting Standards Notices and Certification (MAY 2012)75
K.1.6. FAR 52.230-7 Proposal Disclosure—Cost Accounting Practice Changes (APR 2005)77
K.1.7. GSAR 552.203-72 Representation by Corporations Regarding an Unpaid Delinquent Federal Tax Liability or a Felony Conviction under any Federal Law (DEVIATION) (APR 2012)77
SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS78
L.1. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)78
L.2. FAR AND GSAR PROVISIONS78
L.2.1. FAR 52.215-20 Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data (OCT 2010) Alternate IV (OCT 2010)78
L.2.2. FAR 52.216-1 Type of Contract (APR 1984)78
L.2.3. FAR 52.216-27 Single or Multiple Awards (OCT 1995)78
L.2.4. FAR 52.216-28 – Multiple Awards for Advisory and Assistance Services (OCT 1995)79
L.2.5. FAR 52.233-2 - Service of Protest (SEP 2006)79
L.3. PROPOSAL SUBMISSION INSTRUCTIONS79
L.3.1. Proposal Submission Instructions and Due Date80
L.3.2. Solicitation Questions80
L.4. PROPOSAL FORMAT80
L.5. PROPOSAL CONTENT84
L.5.1. VOLUME 1 – GENERAL84
L.5.1.1. Standard Form (SF) 3384
L.5.1.2. Background and Pool Identification84
L.5.1.3. Offeror’s Proposal Checklist84
L.5.1.4. Meaningful Relationship Commitment Letters, if applicable84
L.5.1.5. Acceptable Accounting System86
L.5.1.6. Reserved86
L.5.1.7. Professional Employee Compensation Plan86
L.5.1.8. Uncompensated Overtime Policy86
L.5.1.9. Subcontracting Plan87
L.5.1.10. Existing Contractor Team Arrangement (CTA), if applicable88
L.5.2. VOLUME 2 – RESPONSIBLITY89
L.5.2.1. Financial Resources89
L.5.2.2. Representations and Certifications89
L.5.3. VOLUME 3 – RELEVENT EXPERIENCE89
L.5.3.1. Minimum Requirements for Relevant Experience Projects89
L.5.3.2. Exceeding the Minimum Requirements for the Five (5) Projects Submitted91
L.5.3.2.1. Individual Project Value91
L.5.3.2.2. Relevant Experience under an OASIS SB NAICS Code91
L.5.3.2.3. Performance/Integration of Additional Core Disciplines91
L.5.3.2.4. Multiple Locations92
L.5.3.2.5. Subcontracting92
L.5.3.2.6. Cost-Reimbursement Projects92
L.5.3.2.7. Ancillary Support Products92
L.5.3.2.8. OCONUS Projects93
L.5.3.3. Relevant Experience (General)93
L.5.3.3.1. Mission Spaces93
L.5.3.3.2. Multiple Award Contracts/Task Orders95
L.5.3.4. Relevant Experience Template96
L.5.4. VOLUME 4 – PAST PERFORMANCE97
L.5.4.1. Past Performance (Past Performance Information Retrieval System (PPIRS) information exists)97
L.5.4.2. Past Performance (PPIRS information does not exist)97
L.5.4.3. Reserved97
L.5.5. VOLUME 5 – SYSTEMS, CERTIFICATIONS, AND CLEARANCES97
L.5.5.1. Approved Purchasing System98
L.5.5.2. Approved Accounting System98
L.5.5.3. Forward Pricing Rate Agreements, Forward Pricing Rate Recommendations, and/or Approved Billing Rates98
L.5.5.4. Earned Value Management Systems (EVMS)99
L.5.5.5. Acceptable Estimating System99
L.5.5.6. CMMI Maturity Level 2 Certification (or higher)99
L.5.5.7. ISO 9001:2008 Certification100
L.5.5.8. ISO 17025 Certification100
L.5.5.9. AS9100 Certification100
L.5.5.10. Facility Clearance Level (FCL)100
L.6. VOLUME 6 – COST/PRICE101
L.6.1. Direct Labor Rates102
L.6.2. Indirect Rates/Profit102
L.6.3. Cost/Price Template Instructions103
SECTION M - EVALUATION FACTORS FOR AWARD104
M.1. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)104
M.2. BASIS FOR AWARDS104
M.3. SCREENING AND EVALUATION PROCESS104
M.4. ACCEPTABILITY REVIEW PROCESS106
M.4.1. VOLUME 1 – GENERAL107
M.4.2. VOLUME 2 - RESPONSIBILITY107
M.4.3. VOLUME 3 – Relevant Experience107
M.4.4. VOLUME 4 – PAST PERFORMANCE107
M.4.4.1. Past Performance107
M.4.4.2. Reserved108
M.4.5. VOLUME 5 – SYSTEMS, CERTIFICATIONS, AND CLEARANCES108
M.5. SCORING SYSTEM109
M.6. COST/PRICE111

part i – the schedule sECTION a – solicitation/contract form

A.1. NOTICES TO OFFERORS

This is a Request for Information (RFI) in the form of a Draft Solicitation. GSA is soliciting feedback on this Draft Solicitation to finalize the solicitation that will be used in the upcoming OASIS acquisitions for the unrestricted and small business contract. This document is an updated draft solicitation in response to feedback, comments, and recommendations received in response to the initial version of this draft solicitation.

A.1.1. FAR 52.215-3 Request for Information or Solicitation for Planning Purposes (OCT 1997)

(a) The Government does not intend to award a contract on the basis of this solicitation or to otherwise pay for the information solicited except as an allowable cost under other contracts as provided in subsection 31.205-18, Bid and proposal costs, of the Federal Acquisition Regulation.

(b) Although “proposal” and “Offeror” are used in this Request for Information, your response will be treated as information only. It shall not be used as a proposal.

(c) This solicitation is issued for the purpose of soliciting feedback in anticipation of releasing a final request for proposals. The intent of this exercise is twofold: to share the Government's intent to issue a solicitation and to provide opportunity to assist the Government in creating the highest quality solicitation possible. This draft solicitation represents a long-running collaborative effort between the GSA OASIS office, potential Government clients, and Industry. Interested parties are encouraged to ask questions and/or identify elements of the solicitation that seem unclear or require editing. Interested parties are advised that all previously submitted recommendations and comments have been considered during the formation of this update. Accordingly, if a recommendation previously provided was not incorporated, we ask that the recommendation not be re-submitted. All questions, comments, and suggestions may be provided anytime prior to release of the final solicitation via email submission to OASIS@gsa.gov. The final solicitation is anticipated to be released in the mid-July timeframe.

All questions, comments, and suggestions should reference the applicable contract name, section number, and page number.

The OASIS Program Office wishes to thank all interested parties in advance for your assistance during this process as well as thank all of those who have provided insight, suggestions, and feedback prior to this updated request for information. Please continue to monitor our online blog for forthcoming information regarding OASIS SB at https://interact.gsa.gov/group/OASIS-industry-community (End of provision)

A.1.2. Reserved

SECTION b – supplies or services and prices/costs

B.1. BACKGROUND

One Acquisition Solution for Integrated Services for Small Business (OASIS SB) is designed to address agencies’ need for a full range of service requirements that integrate multiple professional service disciplines and ancillary services/products with the flexibility for all contract types and pricing at the task order level.

The services to be provided under the OASIS SB master contract are intended to meet the professional service mission requirements of all Federal agencies, including all organizations within the Department of Defense (DoD) and National Security Community. The scope of professional services under the master contract is defined in Section C.

Hereafter, the “OASIS SB master contract” will be referred to as “OASIS SB”.

B.1.1. Authority

The Administrator of the U.S. General Services Administration (GSA) is specifically authorized to purchase supplies and non-personal services on behalf of other agencies under the Federal Property and Administrative Services Act (40 U.S.C. 501).

The authority for the award and administration of OASIS SB and the delegation of authority for the award and administration of task orders under OASIS SB are defined in Section G.

Hereafter, the “OASIS SB Contracting Officer” will be referred to as the “OASIS SB CO” and the “Ordering Contracting Officer” at the task order level will be referred to as the “OCO”.

B.1.2. Economy Act

In accordance with FAR 17.502-2(b), the Economy Act does not apply to task orders awarded under OASIS SB under the authority of 40 U.S.C. 501.

B.1.3. Contract Type

OASIS SB is a Multiple Award, Indefinite Delivery, Indefinite Quantity (MA-IDIQ) task order contract for Government-wide professional service based requirements which is available for use by all Federal agencies and other entities as listed in General Services Administration (GSA) Order ADM 4800.2G, Eligibility to use GSA Sources and Supply; dated, [TBD], as amended.

OASIS SB allows for all contract types at the task order level (e.g., Cost-Reimbursement (all types), Fixed-Price (all types), Time-and-Materials, and Labor-Hour). Task orders may also combine more than one contract type (e.g., FFP/Cost, FFP/Labor Hour etc.). Additionally, task orders may include incentives, performance based measures, multi-year or option periods, and commercial or non-commercial items.

B.1.4. Minimum Guarantee and Maximum Ceiling

The minimum guarantee is $100 for each OASIS SB Contractor for the term of OASIS SB, including Option I, if exercised.

An unlimited number of task orders may be placed under OASIS SB for the term of OASIS SB, including Option I, if exercised. There is no minimum or maximum task order dollar limitation for each individual task order placed under OASIS SB.

B.1.5. Contract Access Fee (CAF)

GSA operating costs associated with the management and administration of OASIS SB are recovered through a CAF. The CAF is a percentage of the total task order amount invoiced and the CAF percentage is set at the discretion of GSA. GSA maintains the unilateral right to change the percentage at any time. See Section G.3.1. for more details regarding CAF.

B.2. TASK ORDER PRICING

OASIS SB provides all Federal agencies the flexibility to determine fair and reasonable pricing tailored to the ordering agency’s requirement dependent upon level of competition, risk, uncertainties, complexity, urgency, and contract type. The OCO has the authority and responsibility for the determination of cost or price reasonableness for their agency’s task order requirements. Adequate price competition at the task order level, in response to an individual requirement, establishes the most accurate, fair, and reasonable pricing for that requirement.

The OCO shall identify the applicable contract type for all CLINs in each OASIS SB task order.

B.2.1. Labor Categories and Standard Occupational Classifications

OASIS SB provides standardized labor categories that correspond to the Office of Management and Budget’s (OMB) Standard Occupational Classification (SOC) for which the Bureau of Labor Statistics (BLS) maintains compensation data.

In accordance with Section J.1., Attachment (1), all of the OASIS SB labor categories except Subject Matter Experts are either an individual labor category that is mapped to a single SOC and functional description or a labor category group that is mapped to multiple SOC Numbers and functional descriptions. The OASIS SB labor category groups were established based upon BLS published data regarding similar direct labor compensation within a grouping of multiple SOC numbers and functional descriptions.

The Contractor shall become proficient in the use of the BLS SOC system in preparation for submitting cost/price proposals under task order solicitations. OCOs will be trained by GSA in the use of the SOC direct labor pricing estimates for their task order requirements, which incorporates pricing considerations for over 640 metropolitan and non-metropolitan areas in the CONUS and US territories.

For each SOC, the BLS provides a National 50th Percentile estimate, a National 75th Percentile estimate, and a National 90th Percentile estimate. This information will be provided to OCOs and Contractors as a hyperlink on the official GSA OASIS SB webpage at www.gsa.gov/OASIS. Also identified are the states where each occupation is paid the highest. While not identified on the BLS website, the BLS provides a 50th Percentile estimate, a 75th Percentile estimate, and a 90th Percentile estimate for each SOC in each state, metropolitan, and non-metropolitan area in the United States. This information will be provided to OCOs and Contractors on the official GSA OASIS SB webpage at www.gsa.gov/OASIS.

Except for ancillary labor as defined under Section B.3., when responding to a request for proposal under task order solicitations, regardless of contract type, the Contractor shall identify both Prime and Subcontractor labor using the OASIS SB Labor Categories and corresponding SOC Number that applies. The Contractor may deviate from the Junior, Journeyman, Senior, and Subject Matter Expert (SME) definitions in Section J.1., as long as the Contractor clearly identifies the deviation in their proposals. Additionally, the following qualification substitution chart applies:

Bachelor's
6 years work experience may be substituted for a Bachelor's Degree
Associate's Degree plus 4 years work experience may be substituted for a Bachelor's Degree
Master's
10 years work experience may be substituted for a Master's Degree
Bachelor's Degree plus 8 years work experience may be substituted for a Master's Degree
Doctorate's
20 years work experience may be substituted for a Doctorate's Degree
Bachelor's Degree plus 15 years work experience, or a Master's Degree plus 10 years work experience may be substituted for a Doctorate's Degree

B.2.2. Fixed Price Task Orders

Fixed price is defined under Federal Acquisition Regulation (FAR) Subpart 16.2, Fixed-Price Contracts, and other applicable agency-specific regulatory supplements.

B.2.3. Cost Reimbursement Task Orders

Cost Reimbursement is defined under FAR Subpart 16.3, Cost-Reimbursement Contracts, and other applicable agency-specific regulatory supplements. FAR Part 30, Cost Accounting Standards Administration and FAR Part 31, Contract Cost Principles and Procedures, may apply to cost-reimbursement task orders.

The Contractor shall have and maintain an adequate accounting system that will permit timely development of all necessary cost data in the form required by the proposed contract type.

The Contractor may be required to submit a cost proposal with supporting information for each cost element, including, but not limited to, direct labor, fringe benefits, overhead, general and administrative (G&A) expenses, facilities capital cost of money, other direct costs, and fee consistent with their cost accounting system, provisional billing rates, forward pricing rate agreements, and/or CAS.

Cost Reimbursement task orders shall only be used for the acquisition of non-commercial items.

B.2.4. Incentive Task Orders

Incentives are defined under FAR Subpart 16.4, Incentive Contracts, and other applicable agency-specific regulatory supplements.

B.2.5. T&M and L-H Task Orders

Time and Materials (T&M) and Labor Hour (L-H) is defined under FAR Subpart 16.6, T&M and L-H Contracts, and other applicable agency-specific regulatory supplements.

The Contractor may provide separate and/or blended loaded hourly labor rates for prime Contractor labor, each Subcontractor, and/or each Division, Subsidiary, or Affiliate in accordance with the provisions set forth in FAR 52.216-29, DFARs 252.216-7002, FAR 52.216-30, or FAR 52.216-31. The OCO must identify which provision is applicable in the task order solicitation and the Contractor must comply with the provision.

T&M and L-H task orders require the OASIS SB standardized labor categories and their associated rates to be identified in the task order award document.

Ancillary subcontract labor shall be proposed and awarded as Materials in accordance with FAR 52.232-7, Payments under Time-and-Materials and Labor-Hour Contracts.

B.2.5.1. Ceiling Rates for T&M and L-H Task Orders

When preparing solicitations for T&M and/or L-H task order Contract Line Item Numbers (CLINs), the OCO must select one of the following provisions in the task order solicitation.

1.FAR 52.216-29 Time-and-Materials/Labor-Hour Proposal Requirements—Non-Commercial Item Acquisition With Adequate Price Competition
2.FAR 52.216-30 Time-and-Materials/Labor-Hour Proposal Requirements—Non-Commercial Item Acquisition Without Adequate Price Competition
3.FAR 52.216-31 Time-and-Materials/Labor-Hour Proposal Requirements—Commercial Item Acquisition

For organizations within DoD, when selecting FAR 52.216-29, the OCO must also select DFARs 252.216-7002, Alternate A.

When the provision FAR 52.216-30,Time-and-Materials/Labor-Hour Proposal Requirements--Non Commercial Item Acquisitions Without Adequate Price Competition is selected or; FAR 52.216-31, Time-and-Materials/Labor-Hour Proposal Requirements--Commercial Item Acquisition is selected and there is an exception to fair opportunity, OASIS SB establishes maximum allowable labor rates in the form of fully burdened ceiling rates for all professional, non-ancillary, CONUS, T&M/L-H labor for both Government and Contractor Sites. Based on the specific task order requirements, the OCO is authorized to exceed the OASIS SB ceiling rates for those labor categories that include Secret/Top Secret/SCI labor and/or OCONUS locations, if necessary.

The ceiling rates do not apply when the provision FAR 52.216-29 Time-and-Materials/Labor-Hour Proposal Requirements—Non-Commercial Item Acquisition With Adequate Price Competition is selected or; FAR 52.216-29 with DFARs 252.216-7002, Alternate A, is selected or; FAR 52.216-31, Time-and-Materials/Labor-Hour Proposal Requirements-Commercial Item Acquisition is selected and there is not an exception to fair opportunity.

In Year 5 of OASIS SB, if the average annual Bureau of Labor Statistics Economic Cost Index for the previous three years is higher than at time of OASIS SB award, the ceiling rates for Years 6 through 15 will be adjusted by the difference of percentage increase. For example, if the average index was 2.23% at time of proposal submission and the average index is 3.16% in Year 5, the ceiling rates for years 6 through 15 will be adjusted by 0.93% per year on a cumulative basis. If the average index in Year 5 is equal to or below the average index at time of award, the ceiling rates will remain unchanged. In Year 10 of OASIS SB, if the average annual Bureau of Labor Statistics Economic Cost Index for the previous three years is higher than Year 5 of OASIS SB, the ceiling rates for Years 11 through 15 will be adjusted by the difference of percentage increase in accordance with the example above (Please see Section F.3 for information regarding the OASIS SB contract period of performance and task order performance). If the average index in Year 10 is equal to or below the average index in Year 5, the ceiling rates will remain unchanged. The ceiling rates that are in effect at the time a task order is awarded shall remain with the task order award during the entire term of the task order, including task orders with option periods.

B.3. ANCILLARY SUPPORT

Other ancillary support, integral and necessary as part of a total integrated solution within the scope of OASIS SB for which there is not a labor category specified in OASIS SB or includes other direct costs such as travel, materials, equipment, Subcontractors, etc., to obtain a total professional service solution, are allowable costs and may be included within an individual task order under OASIS SB. The Contractor should propose and identify each ancillary service separately and the OCO should identify each ancillary service by a separate CLIN on the task order award.

The Contractor shall report in the OASIS Management Module all ancillary labor in accordance with Section G.3.2.

B.3.1. Specialized Professional Services Labor

Specialized professional services labor is defined as bona fide executive, administrative, or professional skills for which the expertise required or duties performed are within the scope of OASIS SB but, are so specialized that they are not explicitly defined in any labor category description in Section J.1., Attachment (1). The Contractor may propose specialized professional services labor when proposing ancillary support; however, the OCO will determine whether circumstances merit the use of specialized professional skills. Whenever possible, this specialized professional labor shall be mapped to the BLS SOC.

If the use of specialized professional services labor becomes frequent, additional labor categories and their associated ceiling rates may be added by bi-lateral modification to OASIS SB.

B.3.2. Labor Subject to the Davis Bacon Act (DBA)

To the extent that any ancillary labor for construction, alteration and repair are within the scope of OASIS SB and subject to the DBA in accordance with FAR Subpart 22.4 and other applicable agency specific regulatory supplements, the OCO must identify such work in the task order solicitation, including DBA wage determinations.

OASIS SB does not include clauses applicable to any construction, alteration, or repair work that is part of a total solution within the scope of OASIS SB. The OCO must incorporate the appropriate clauses and provisions in each task order solicitation and subsequent award when the DBA applies.

B.3.3. Labor Subject to the Service Contract Act (SCA)

The OASIS SB labor categories, identified in Section J.1., are considered bona fide executive, administrative, and professional labor that is exempt from the SCA.

To the extent that any ancillary labor for services are within the scope of OASIS SB and subject to the SCA in accordance with FAR Subpart 22.10 and other applicable agency specific regulatory supplements, the OCO must identify such work in the task order solicitation, including SCA wage determinations.

OASIS SB does not include clauses applicable to any SCA work that is part of a total solution within the scope of OASIS SB. The OCO must incorporate the appropriate clauses and provisions in each task order solicitation and subsequent award when the SCA applies.

B.3.4. Labor outside the Continental United States (OCONUS)

“OCONUS” is defined as other than the 48 contiguous states plus the District of Columbia. It is anticipated that there may be task orders for work OCONUS.

The U.S. Department of State’s Bureau of Administration, Office of Allowances, publishes quarterly report indexes of living costs abroad, per-diem rate maximums, quarter’s allowances, hardship differentials, and danger pay allowances.

The Department of State Standardized Regulations (DSSR) is the controlling regulations for allowances and benefits available to all U.S. Government civilians assigned to foreign areas. For task orders issued under OASIS SB, Contractor civilians assigned to foreign areas may receive the allowances and benefits in the DSSR but, shall not receive allowance and benefits in excess of those identified in the DSSR.

For OCONUS task orders where costs are not specifically addressed in the DSSR, the Government will reimburse the Contractor for all reasonable, allowable, and allocable costs in accordance with FAR 31, Contract Cost Principles and Procedures, and other applicable agency specific regulatory supplements.

B.3.5. Travel

Travel costs may be firm fixed price or reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and other applicable agency-specific regulatory supplements.

The Contractor may apply indirect costs to travel in accordance with the Contractor’s usual accounting practices.

B.3.6. Materials and Equipment

Material means property that may be consumed or expended during performance, component parts of a higher assembly, or items that lose their individual identity through incorporation into an end item.

Equipment means a tangible item that is functionally complete for its intended purpose, durable, nonexpendable, and needed for performance.

Materials and Equipment shall be priced in accordance with the terms of the task order award, contract type, and applicable FAR and agency-specific regulatory supplements. Unless otherwise directed by task order terms and conditions, the Contractor may apply indirect costs to materials and equipment consistent with the Contractor’s usual accounting practices.

B.3.7. Subcontracting

For non-commercial items, subcontracting shall follow the procedures set forth in FAR Part 44, Subcontracting Policies and Procedures, and other applicable agency-specific regulatory supplements.

For commercial items, subcontracting shall follow the procedures set forth in FAR Part 12, Acquisition of Commercial Items, and other applicable agency-specific regulatory supplements.

(END OF SECTION B)

section C - Description / specifications / Statement of Work

C.1. OBJECTIVE

The objective of OASIS SB is to provide Government agencies with total integrated solutions for a multitude of professional service based requirements on a global basis.

These professional service requirements may call for solutions that cross over multiple disciplines, include ancillary support, and require commercial and/or non-commercial items, using a variety of contract types including fixed-price (all types), cost reimbursement (all types), time and materials/labor hour, or a hybrid mix of contract types.

OASIS SB is available for use by all Federal agencies and other entities as listed in General Services Administration (GSA) Order ADM 4800.2G, Eligibility to use GSA Sources And Supply; dated, [TBD], as amended.

C.2. SCOPE

The scope of OASIS SB spans many areas of expertise and includes any and all components required to formulate a total solution to a professional services based requirement, except for those services specifically prohibited in Section C.4. These areas of expertise include, but are not limited to the following categories.

1. Communication

2. Compliance

3. Defense

4. Disaster

5. Energy

6. Environment

7. Financial

8. Health

9. Intelligence

10. Security

11. Transportation

Additionally, OASIS SB is designed to support any and all mission spaces of the US Federal Government. These mission spaces include, but are not limited to the following categories.

Mission Space #1 (Protection and Defense): Protecting American interests at home and abroad through security and diplomacy.

· Department of Defense

· Department of Homeland Security

· Department of Justice

· Department of State

· Central Intelligence Agency

· Federal Bureau of Investigation

Mission Space #2 (Quality of Life): Improving the quality of life for Americans and others throughout the world.

· Department of Education

· Department of Health and Human Services

· Department of Veterans Affairs

· US Agency for International Development

· Department of Housing and Urban Development

· National Aeronautics and Space Administration

· Peace Corps

Mission Space #3 (Commerce): Maintaining and improving commerce and economic growth, stability and prosperity in America.

· Department of Commerce

· Department of Treasury

· Small Business Administration

· Department of Labor

· Department of Transportation

· Social Security Administration

· General Services Administration

· Federal Reserve

· Securities and Exchange Commission

Mission Space #4 (Natural Resources): Protecting America’s great outdoors and natural resources.

· Department of Agriculture

· Department of Interior

· Department of Energy

· Environmental Protection Agency

· Nuclear Regulatory Commission

Mission Space #5 (Other):

· All other U.S. Federal Government Agencies, Independent U.S. Federal Government Agencies, U.S. Federal Government Corporations not listed above

Regardless of the particular area of expertise or mission space of the agency originating the requirement, OASIS SB may be used to support and/or improve an organization’s Program Management, Management Consulting, Engineering, Scientific, Logistics, and Financial disciplines that span all life cycle phases for a total integrated solution as depicted in the OASIS SB Program Architecture illustration below.

C.2.1. Core Disciplines

For task orders placed under OASIS SB, professional services may be defined as those categories of services provided under one or more of the following Core Disciplines:

C.2.1.1. Program Management Services

Definition: Program Management Services includes all services related to leading, facilitating, and ensuring the strategic planning, implementation, coordination, integration, and evaluation of programmatic activities and administrative systems.

Examples: Service areas that are included under the Program Management Services discipline include but, are not limited to the following:

1. Acquisition Support

2. Business Intelligence Support

3. Cost/Schedule/Performance Analysis

4. Cost Estimation And Analysis

5. Cost/Performance Trade-Off Analysis and Studies

6. Earned Value Management (EVM) Analysis

7. E-Business Support

8. Information Analytics

9. Investigative Services

10. Program Management

11. Integrated Program Management

12. Program Documentation

13. Project Management

14. Regulatory Compliance

15. Risk Assessment and Mitigation

16. Integration of Support Systems

17. Planning, Programming, Budgeting, and Execution Processes

18. Capabilities Integration and Development

19. Manpower Estimating

20. Stakeholder Requirements Analysis

21. Decision Analysis

22. Technical Planning

23. Technical Assessment

24. Requirements Management

25. Risk Management

26. Configuration Management

27. Technical Data Management

28. Interface Management

29. Intelligence Analysis

30. Threat Analysis

31. Knowledge Based Acquisition

32. Vulnerability Assessment

33. Counterintelligence Support

34. Horizontal Protection

C.2.1.2. Management Consulting Services

Definition: Management Consulting Services includes all services related to the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement.

Examples: Service areas that are included under the Management Consulting Services discipline include but, are not limited to the following:

1. Business Process Reengineering

2. Business Case Development Support

3. Change Management

4. Concept Development And Requirements Analysis

5. Cost/Schedule/Performance Improvement

6. Information Analytics

7. Knowledge Management

8. Relations and Coordination with Law and Policy Making Entities

9. Social Media Consulting

10. Tactical and Readiness Planning

11. Technical Advisory Services

12. Facilitation

13. Strategic Planning

14. Strategic Forecasting

15. Long-Range Planning, Futures, and Forecasting

16. Strategy Development

C.2.1.3. Scientific Services

Definition: Scientific Services includes all services that are primarily involved in the application of comprehensive scientific and professional knowledge in planning, conducting, evaluating, and managing fundamental research, knowledge enhancement, and/or technology development and innovation.

Service areas that are included under the Scientific Services discipline include but, are not limited to the following:

1. Environmental Sciences

2. Engineering Sciences

3. Life Sciences

4. Physical Sciences

5. Psychological Sciences

6. Mathematical Sciences

7. Social Sciences

8. Decision Support Sciences

C.2.1.4. Engineering Services

Definition: Engineering Services includes any service or creative work, the adequate performance of which requires education, training and experience in the application of special knowledge in consulting, investigating, evaluating, planning and designing, engineering principles. Engineering Services covered by the Brooks Architect-Engineers Act (40 U.S.C. 1102) are not covered in the primary scope of OASIS SB.

Examples: Service areas that are included under the Engineering Services discipline include but, are not limited to the following:

1. Systems Engineering

2. Advanced Technology Pilots and Trials

3. Alternative Energy Sources and Engineering

4. Configuration Management

5. Concept Development

6. Design Documentation and Technical Data

7. Energy Services to include Management Planning and Strategies, Audit Services and Metering

8. Engineering (Aeronautical, Astronautical, Chemical, Electrical, Mechanical, Metallurgy/Materials, etc.)

9. Engineering Process Improvement

10. Environmental Management

11. Environmental Consulting and Remediation

12. Human Factors/Usability Engineering

13. Independent Verification And Validation

14. Integration

15. Interoperability

16. Life Cycle Management

17. Modeling and Simulation

18. Natural Resources Management

19. Operation and Maintenance or Direct Support of an existing Weapon System or Major System

20. Prototyping and Fabrication Support

21. Quality Assurance

22. Red Teaming and Wargaming

23. Requirements Analysis

24. System Design

25. System Safety Engineering

26. Test and Evaluation

27. Technical Documentation

28. Mission Assurance

29. Data Analytics

30. Architecture Design

31. System Verification and Validation

32. Human Systems Integration

C.2.1.5. Logistics Services

Definition: Logistics Services includes the management of the flow of resources, not only goods, between the point of origin and the point of destination in order to meet the requirements of organizations. Logistics services involves the integration of information, transportation, inventory, warehousing, material handling, packaging, security, and any other function necessary to the flow of resources.

Examples: Service areas that are included under the Logistic Services discipline include but, are not limited to the following:

1. Analysis And Recommendation of Support Equipment

2. Deployment Logistics

3. Disaster Management/Contingency Operations

4. Distribution and Transportation Logistics Services

5. Infrastructure Services Including Transportation and Delivery

6. Integrated Logistics Support (ILS) Technical Requirement Creation

7. ILS Risk Assessments

8. ILS Schedules Creation and Performance Tracking

9. Inventory Management

10. Logistical Studies and Evaluations

11. Logistics Design

12. Logistics Management and Support Services

13. Logistics Operations Support

14. Logistics Operations and Maintenance

15. Logistics Optimization

16. Logistics Training Services

17. Repair and Alteration

18. Security

19. Supply Chain Management and Provisioning

20. Value Chain Management

21. Technology and Industrial Base Analysis

22. Test Range Support

23. Life Cycle Sustainment

24. Supportability Analysis and Implementation

C.2.1.6. Financial Management Services

Definition: Financial Management Services includes the planning, directing, monitoring, organizing, and controlling of the monetary resources of an organization.

Examples: Service areas that are included under the Financial Management Services discipline include but, are not limited to the following:

1. Budget Analysis and Tracking

2. Business Information Services

3. Cost Estimating and Analysis Support

4. Cost Performance Risk Assessments

5. Disbursement and Reconciliation Support

6. Financial and Financial Risk Analysis

7. Financial Management, Accounting, and Auditing Services

8. Impact Statement Development

9. Program Management for Financial Services

10. Program Objective Memorandum (POM) Creation And Documentation

11. Oversight and Fraud Detection

12. Safeguarding Personal Data

13. Loan Management

14. Grant Management

15. Economic Analysis

16. Return on Investment Analysis

17. Life Cycle Cost Determination

18. Total Ownership Cost Determination

19. Affordability Analysis

20. Analysis of Cost Alternatives

21. Should-Cost Determinations

C.3. ANCILLARY SUPPORT SERVICES

Ancillary support services is defined as other services that are integral and necessary to complete a total integrated solution under a professional service based requirement within the scope of OASIS SB.

Ancillary support services may include, but are not limited to other professional and/or non-professional services; commercial and/or non-commercial items; information technology services and/or components, administrative support; data entry; training; and, subject matter expertise.

The OCO may allow and the Contractor may propose a labor category or labor categories at the task order level not identified in Section J.1., provided that the Contractor complies with all applicable contract clauses and labor laws, including the Service Contract Act or the Davis Bacon Act, if applicable.

C.3.1. Ancillary Support Services for Information Technology

When providing ancillary support IT services and/or components, the Contractor shall promote IT initiatives and best practices that support Federal Government operational requirements for standardized technology and application service components. This shall facilitate integration requirements for broad Federal IT and E-Gov initiatives, as well as promote the sharing, consolidation, and re-use of business processes and systems across the Federal Government. The Contractor shall promote the use of open source solutions and open technology development where practicable to enable this re-use.

C.4. SERVICES NOT IN SCOPE

The OCO shall not issue a task order and a Contractor shall not accept or perform work for the following services when the primary task order scope of work is:

1. An ancillary support service as defined in Section C.3.

2. A requirement that primarily uses employees not employed in a bona fide executive, administrative, or professional capacity as defined in 29 CFR Part 541 and/or employees primarily employed as labor or mechanics as defined in FAR Subpart 22.401

3. Inherently Governmental Functions as defined in FAR Subpart 2.101

4. Personal Services as defined in FAR Subpart 2.101

5. Architect & Engineering (A&E) Services as defined in FAR Subpart 2.101 and subject to the Brooks Architect-Engineers Act (40 U.S.C. 1102)

(END OF SECTION C)

6.

section D - Packaging and Marking

D.1. PACKAGING AND MARKING

Packaging and marking of all deliverables must conform to normal commercial packing standards to assure safe delivery at destination. Clauses and other requirements regarding packaging and marking shall be designated by the OCO at the task order level.

(END OF SECTION D)

section E - Inspection and Acceptance

E.1. INSPECTION AND ACCEPTANCE

Inspection and acceptance for OASIS SB is:

FAR
TITLE
DATE
52.246-4
Inspection of Services – Fixed Price
AUG 1996

Clauses and other requirements regarding inspection and acceptance shall be designated by the OCO at the task order level.

(END OF SECTION E)

SECTION F - DELIVERIES OR PERFORMANCE

F.1. DELIVERIES OR PERFORMANCE CLAUSES

Clauses regarding deliveries or performance for OASIS SB:

FAR
TITLE
DATE
52.242-15
Stop Work Order
AUG 1989
52.247-34
F.O.B. Destination
NOV 1991

Clauses and other requirements regarding deliveries or performance shall be designated by the OCO at the task order level.

F.2. PLACE OF PERFORMANCE

The services to be provided under OASIS SB shall be accomplished at the locations identified in the task order and may include locations in the Continental United States (CONUS) and Outside the CONUS (OCONUS).

F.3. PERIOD OF PERFORMANCE

The period of performance of OASIS SB is from the date of the Notice-To-Proceed through 5 years thereafter, with 1 (5-year) option that may extend the cumulative term of the contract to 10 years in accordance with FAR 52.217-9, Option to Extend the Term of the Contact, if exercised.

The term for each task order awarded under OASIS SB shall be specified in the task order. Task orders must be solicited and awarded prior to the OASIS SB term expiring and may extend up to 5 years after the OASIS SB term expires. Accordingly, while the cumulative term of the contract is up to 10 years, task order performance may span a term of up to 15 years. After the OASIS SB term expires, OASIS SB will remain an active contract until the final task order is closed-out and shall govern the terms and conditions with respect to active task orders to the same extent as if it were completed during the OASIS SB term.

Task order option periods may be exercised after the OASIS SB term expires as long as the final task order option period does not extend the cumulative term of the task order beyond 5 years after the OASIS SB term expires.

F.4. PERFORMANCE STANDARDS

OASIS SB is a performance based contract with measurable standards in terms of quality and timeliness of deliverables and compliances in accordance with Section F.4.1. and F.4.2. below. In the event the OASIS SB Management Module (OMM) is not operational, deliverable and reporting requirements designated for input into the OMM shall be provided as directed by the OASIS SB CO within the stated timeframes. The OASIS SB CO or an authorized representative shall have the right to examine and audit all supporting records and materials, regardless of whether such items are in written form, in the form of computer data, or in any other form, for the purpose of enforcing all deliverables and compliances herein. Adequate Accounting Systems are mandatory for all companies on OASIS SB. All other systems and certifications are optional, however, Contractors are encouraged to have these systems and certifications. All Systems, Compliances, and Certifications must be maintained at the Contractor's current level at time of award or higher throughout the period of OASIS SB. For example, if a Contractor claimed evaluation credit for having CMMI certification, then the Contractor must maintain that certification for the life of OASIS SB.

Failure to meet the following deliverables, reports, or compliance standards may result in activation of Dormant Status and/or result in a Contractor being Off-Ramped (See Sections H.12. and H.13.).

F.4.1. Deliverable and Reporting Requirements

The following table contains deliverables and reports required for OASIS SB. Task order deliverables and reporting will be specified in the task order. The Government does not waive its right to request other deliverables or reports not specifically listed in the table below. Deliverables or reports are required until the final task order is closed-out for each Contractor. If a deliverable is due on a calendar day that falls on a weekend day or a Government holiday, the deliverable or report is due the following business day.

SECTION
REFERENCE
DESCRIPTION
FREQUENCY
LOCATION
G.2.6.
Contractor Key Personnel
Updated COPM or COCM Point of Contact Information
Within 5 business days of the substitution

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