PACTS_II_RFP_Version_2-_HSHQDC-14-R-00009_-_Amendment_000004_-_02JULY2014.pdf

U.S. Department of Homeland Security

PACTS II

Program Management, Administrative, Operations, and Technical Services

Request for Proposal

Version 2 No. HSHQDC-14-R-00009/000004

June 10, 2014

Department of Homeland Security Office of Procurement Operations Enterprise Acquisitions Division

PACTS II Request For Proposal RFP No. HSHQDC-14-R-00009/000004

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Department of Homeland Security June 10, 2014

PACTS II Request For Proposal Table of Contents

Table of Contents

SECTION A – STANDARD FORM 33

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 General B.2 Base and Option Periods B.3 Contract Type & Pricing B.3.1 Time-and-Materials/Labor-Hour/Fixed-Price Rates B.3.2 Fixed-Price (FP) Type TOs B.3.3 Time-and-Materials (T&M) and Labor-Hour (LH) Type TOs B. 4 CLIN Rate Table

SECTION C – STATEMENT OF WORK

C.1 General C.1.1 Objective C.1.2 Scope C.1.3 Contract and TO Management C.2 Functional Categories C.2.1 Functional Category 1 – Program Management and Technical Services – NAICS code 541611

C.2.2 Functional Category 2 – Administrative and Operations Services – NAICS code 561110

SECTION D – PACKAGING AND MARKING

D.1 Markings D.2 Branding

SECTION E - INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) E.2 Inspection and Acceptance E.3 Scope of Inspection/Review of Deliverables E.4 Basis of Acceptance

SECTION F – DELIVERIES OR PERFORMANCE

F.1 General F.2 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) F.3 FAR 52.211-8 Time of Delivery (June 1997) F.4 FAR 52.211-9 Desired and Required Time of Delivery (June 1997) F.5 Term of the Contract F.6 TO Performance Period and Pricing F.7 Delivery F.8 Place of Performance F.9 Deliverables F.10 Contract Status Report F.11 Task Order Status Reports F.12 Prime Contractor Performance Requirements/Subcontracting Report

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 Accounting and Appropriation Data

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G.2 Points of Contact G.2.1 PACTS II Administrative Contracting Officer (ACO) – IDIQ Contract Level G.2.2 PACTS II Contracting Officer’s Representative (COR) & Program Manager – IDIQ Contract

Level G.2.3 Contractor’s Program Manager G.2.4 Task Order Contracting Officer (TO CO) G.2.5 Task Order Contracting Officer’s Representative (TO COR) G.3 Ordering – By Designated Ordering Official G.3.1 Direct Ordering G.3.2 Special Contract Administration Responsibilities G.4 Task Order (TO) Procedures G.4.1 Fair Opportunity Process G.4.2 Fair Opportunity Exceptions G.4.3 Task Order Solicitation G.4.4 Task Order Process G.4.5 Contractor Requested Changes to Task Orders G.4.6 Task Order Protests G.4.7 Task Order Contract Ombudsman G.5 Ordering G.5.1 Task Order Information G.6 Invoicing Procedures G.6.1 Billing Instructions G.6.2 Minimum Guarantee Instructions G.6.3 Task Order Instructions G.7 Quick-Closeout Procedure G.8 Meetings G.8.1 Contract Level Meetings

SECTION H – SPECIAL CONTRACTING REQUIREMENTS

H.1 Authorized Users H.2 Minimum Dollar Guarantee and Maximum Contract Limitation H.3 Selected Items of Costs H.3.1 Travel Costs H.3.2 Training H.3.3 General Purpose Office Equipment (GPOE) and IT H.4 Government Property, Information, Workspace H.5 Past Performance Information H.6 Industry Partner Webpage H.7 Standard of Conduct at Government Installations H.8 Advertisements, Publicizing Awards and News Releases H.9 Identification of Contractor Personnel H.10 Key Personnel H.11 Substitution of Key Personnel H.12 Observance of Legal Holidays and Excused Absence H.13 Information Technology Accessibility for Persons with Disabilities H.14 Notice of Internet Posting of Base Contract Awards H.15 On-Line Proposal and Ordering Capability H.16 Post Award Conference H.17 Meetings/Conferences H.18 Security Procedures H.18.1 Classified Information

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H.18.2 Sensitive Information H.18.3 Contractor Clearance and Access H.19 Transfer of Contract H.20 On Ramp H.21 Change in Status to Other Than an SDVOSB H.22 Post Award Teaming H.23 Restriction to Prime Offeror’s Participation in FCs H.24 Continuity Of Critical Contractor Deliverables [Services And/or Supplies] In The Event Of An

Emergency (October 2009) for Task Orders

SECTION I - CONTRACT CLAUSES

I.1 General I.2 FAR 52.252-2 Clauses Incorporated By Reference (FEB 1998) I.3 FAR 52.215-19 Notification of Ownership Changes (OCT 1997) I.4 FAR 52.216-18 Ordering (OCT 1995) I.5 FAR 52.216-25 Contract Definitization (Oct 2010) I.6 FAR 52.217-9 Option To Extend Term of Contract (MAR 2000) I.7 FAR 52.222-39 Notification of Employee Rights Concerning Payment of Union Dues or Fees

(DEC 2004)

I.8 FAR 52.232-32 Performance-Based Payments (APRIL 2012) I.9 HSAR 3052.204-70 Security Requirements for Unclassified Information Technology

Resources (JUN 2006) I.10 HSAR 3052.204-71 Contractor Employee Access. (SEP 2012) I.11 HSAR 3052.209-70 - Prohibition on Contracts with Corporate Expatriates (JUN 2006) I.12 HSAR 3052.209-72 Organizational Conflict of Interest (JUN 2006) I.13 HSAR 3052.209-73 Limitation of Future Contracting (JUN 2006) I.14 HSAR 3052.215-70 Key Personnel or Facilities (DEC 2003)

SECTION J – LIST OF ATTACHMENTS

SECTION K –REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS OR RESPONDENTS

K.1 FAR 52.204-8 Annual Representations and Certifications. (May 2014) K.2 FAR 52.209-7 Information Regarding Responsibility Matters (Jul 2013) K.3 HSAR 3052.209-70 Prohibition on contracts with corporate expatriates (June 2006) K.4 Congressional Information

SECTION L – INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR

RESPONDENTS

L.1 FAR 52.252-1 Solicitation Provisions Incorporated by Reference (FEB 1998) L.1.1 FAR Provisions and Clauses Incorporated by Reference L.2 Type of Contract (FAR 52.216-1) (APR 1984) L.3 Service of Protest (FAR 52.233-2) (SEP 2006) L.4 General Notice to Offerors L.5 Proposal Schedule L.5.1 Communications and Questions L.5.2 Submission Instructions L.6 Solicitation Copies and Enclosures L.7 Proposal Preparation Costs L.8 Small Business Classification Code

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L.9 General Format Instructions L.10 Format and Instructions for Proposal Submission L.10.1 Page Limits L.10.2 Cross Referencing L.10.3 Indexing L.10.4 Labeling L.10.5 Glossary of Abbreviations and Acronyms L.11 Volume I - Cover Information L.11.1 Volume I/ Section A – Transmittal Information L.11.2 Volume I/ Section B – Executive Summary L.11.3 Volume I/Section C – Contractor Team Arrangements L.12 Volume II –Exceptions, Deviations & Assumptions, and Reps & Certs L.12.1 Volume II/ Section A – Exceptions, Deviations & Assumptions L.12.2 Volume II/ Section B – Reps & Certs L.13 Volume III / Factor 1: Corporate Experience L.13.1 Volume III /Section A - Functional Category 1 L.13.2 Volume III / Section B - Functional Category 2 L.14 Volume IV/Factor 2: Program Management L.14.1 Volume IV/Section A – Sub-Element 1: Program Manager Qualifications L.14.2 Volume IV/Section B – Sub-element 2: Management structure, oversight, solutions to successful performance at the contract and TO level L.15 Volume V/Factor 3: Organizational Staffing Approach L.16 Volume VI/Factor 4: Past Performance L.17 Volume VII/Contract Documents and Associated Information L.18 Volume VIII/Supplemental Responsibility Information L.19 Volume IX/Price Proposal L.20 Content of Resulting Contract L.21 Alternate Proposals

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 Listing of Provisions Incorporated by Reference (FAR 52.232-1) (FEB 1998) M.2 General M.3 Basis for Award M.4 Evaluation Factors M.4.1 Factor 1: Corporate Experience M.4.2 Factor 2: Program Management M.4.3 Factor 3: Organizational Staffing Approach M.4.4 Factor 4: Past Performance M.4.5 Price M.5 Evaluation Ratings for Non-Price Factors M.6 Competitive Range

ATTACHMENT J-1 – SAMPLE MONTHLY CONTRACT STATUS REPORT

ATTACHMENT J-2 – PACTS II SUBCONTRACTING REPORT

ATTACHMENT J-3 – NON-DISCLOSURE AGREEMENT

ATTACHMENT J-4 – PRICING TEMPLATES

ATTACHMENT J-5 – PROGRAM MANAGER RESUME FORMAT

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ATTACHMENT J-6 – RELEVANT EXPERIENCE FORM

ATTACHMENT J-7 – PAST PERFORMANCE QUESTIONNAIRE

ATTACHMENT J-8 – STAFFING LEVEL PROFILE FORM

ATTACHMENT J-9 – LABOR CATEGORIES AND QUALIFICATIONS

ATTACHMENT J-10 -- POST-AWARD INSTRUCTIONS REGARDING SECURITY

REQUIREMENTS FOR NON-CLASSIFIED CONTRACTS/TASK

ORDERS

ATTACHMENT J-11 – DHS OFFICIAL SEAL USAGE APPROVAL FORM

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SECTION A – STANDARD FORM 33

1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF

SOLICITATION, OFFER AND AWARD UNDER DPAS (15 CFR 700) 1 122 Pages

2. CONTRACT NO. 3. SOLICITATION NO. 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE

HSHQDC-14-R-00009 SEALED BID (IFB) JUNE 10, 2014

NEGOTIATED (RFP)

7. ISSUED BY CODE DHS 8. ADDRESS OFFER TO (If other than Item 7)

U.S. DEPARTMENT OF HOMELAND SECURITY

OFFICE OF PROCUREMENT OPERATIONS

245 MURRAY LANE, SW, MS 00115

WASHINGTON, DC 20528

NOTE: In sealed bid solicitations “offer” and “offeror” mean “bid” and “bidder”.

SOLICITATION

9. Sealed offers in original and _0__ copies for furnishing the supplies or services in the Schedule will be received at the place spelled out in Item 8, or if hand carried, in the depository located in SEE SECTION L until __ XXXXXX____ local time _____XXXXX______.

(Hour) (Date) CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

A. NAME B. TELEPHONE NO. (NO COLLECT CALLS) C. E-MAIL ADDRESS

10. FOR INFORMATION

CALL:

LaShonda Keith

AREA CODE

NUMBER

447-5644

EXT.

PACTSII@HQ.DHS.GOV

11. TABLE OF CONTENTS

() SEC. DESCRIPTION PAGE(S) () SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM X I CONTRACT CLAUSES

X B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT X J LIST OF ATTACHMENTS

X D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE X K REPRESENTATIONS, CERTIFICATIONS AND

X F DELIVERIES OR PERFORMANCE OTHER STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA X L INSTRS., CONDS., AND NOTICES TO OFFER

X H SPECIAL CONTRACT REQUIREMENTS X M EVALUATION FACTORS FOR AWARD

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within 365 calendar days from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS 20 CALENDAR DAYS 30 CALENDAR DAYS CALENDAR DAYS (See Section I, Clause No. 52.232-8) % % % %

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the

SOLICITATION for offerors and related and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

15A. NAME OFFER (Type of Print)

AND

ADDRESS

OF

OFFEROR

15B. TELEPHONE NUMBER

15 C. CHECKS IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

See G.1

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

10 U.S.C 2304(c)( ) 41 U.S.C. 253(c)( ) See Section G.

24. ADMINISTERED BY (If other then Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE As specified on individual orders

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE LaShonda Keith (Signature of Contracting Officer) IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD

FORM 33 (REV. 9-97)

Previous edition is unusable Prescribed by GSA - FAR (48 CFR) 53.214(c)

PACTS II Request For Proposal Section B RFP No. HSHQDC-14-R-00009/000004 Supplies or Services and Price/Costs

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 General The Program Management, Administrative, Operations (Clerical), and Technical Services program, hereafter referred to as PACTS II, is designed to establish a portfolio of Department-wide Indefinite-Delivery, Indefinite Quantity (IDIQ) contracts for non-information technology (IT) support services that will enable DHS business and program units to accomplish their mission objectives, as well as cross-organizational missions. In support of Executive Order 13360, PACTS II is a 100% SDVOSB set-aside consisting of two (2) Functional Categories (FCs) of services; FC1 will include Program Management (P) and Technical (T) services, and FC2 will include Administrative (A) services and Operations (OS) (i.e. clerical).

The contracts issued as a result of this solicitation will be available for use by all Components of the U.S. Department of Homeland Security (DHS).

The Contractor shall provide services under the designated Functional Category, in accordance with issued task orders (TOs). TOs will be issued in accordance with the procedures set forth in Section G of the resultant contract. Additionally, TOs may include incentives, performance based measures, and/or option periods.

The scope of services under PACTS II is defined in Section C.

B.2 Base and Option Periods The term of this IDIQ contract is a two (2) year base period and three (3) option periods with a period of performance of one (1) year each. This is not a multi-year contract as defined in FAR Part 17.1. TOs will be issued with specific performance periods.

B.3 Contract Type & Pricing

PACTS II allows for Fixed-Price (FP) and its various forms as indicated in Federal Acquisition Regulation (FAR) Part 16.2, and Time-and-Materials (T&M) or Labor-Hour (LH) as defined in FAR Part 16.6 pricing arrangements at the TO level. TOs may also combine more than one (1) pricing arrangement (e.g., FP/LH, etc.), although separate CLINs are required for each type.

B.3.1 Time-and-Materials/Labor-Hour/Fixed-Price Rates All individual TOs issued for services to be performed within the United States will be priced in accordance with the ceiling hourly labor rates set forth in Section B.4, Ceiling Labor Category Rate Table. The ceiling labor rates in B.4 reflect the maximum fully-burdened labor rates for each labor category that may be proposed or utilized in TOs issued under PACTS II. The fully burdened labor rates set forth in section B.4. do not include overtime compensation for Wage Determination applicable labor categories subject to the Service Contract Act (SCA). The labor categories, ceiling hourly rates and ceiling indirect administrative cost rates are detailed in Section B.4, Ceiling Labor Category Rate Table. The fully burdened hourly rates are ceiling rates, and the Contractor may, at its discretion, elect to propose lower hourly rates for individual TOs.

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Under no circumstances shall the Contractor propose or provide invoices for hourly labor rates above the ceiling labor rates set forth in Section B.4, Ceiling Labor Category Rate Table. The exceptions to the fully burdened ceiling labor rates in B.4 are (1) required upward rate adjustments based on SCA Wage Determination Indices changes, and (2) required upward rate adjustments based on overtime compensation for Wage Determination applicable labor categories.

(a) Labor. Section B.4, Ceiling Labor Category Rate Table provides fully-burdened ceiling hourly rates for each labor category. When responding to a TO Request for Proposal (TORFP), regardless of TO type, the Contractor shall identify both Prime and Team Member (i.e., Subcontractor) labor using the PACTS II Labor Categories that apply. The fully-burdened labor rates include all direct, indirect, general and administrative, overhead costs, and profit associated with providing the required skill.

The rate of compensation for overtime pay premiums will be specified at the task order level. For Wage Determination applicable labor categories, if overtime is required at the TO level, overtime will be compensated in accordance with the Service Contract Act and the Fair Labor Standards Act and prescribed in the Code Of Federal Regulations (-CFR) Title 29: Labor §778—OVERTIME COMPENSATION.

The general overtime pay standard requires that overtime must be compensated at a rate not less than one and one-half times the regular rate at which the employee is actually employed. The regular rate of pay at which the employee is employed may in no event be less than the statutory minimum. Guidance on how overtime for SCA covered wages is proposed and invoiced in a TO response will be specified in the

TORFP.

(1) Government Site Rates. When performing at Government sites (GS), the

Contractor shall provide services at or below the fully-burdened ceiling labor rates indicated in Section B.4, Ceiling Labor Category Rate Table. The Government will provide office space, furniture, and office equipment and supplies, as described in Section H.4, Government Property and as specified in the individual TOs.

(2) Contractor Site Rates. When performing at a Contractor site (CS), the Contractor shall provide services at or below the fully-burdened ceiling labor rates included in Section B.4, Ceiling Labor Category Rate Table, which include loads for office space and all normal supplies and services required to support the work. This includes, but is not limited to, telephones, faxes, copiers, personal computers, postage (to include courier services such as Federal Express), ordinary business software (e.g., word processing, spreadsheets, graphics, etc.), and normal copying and reproduction costs.

(b) Program Management (Contract-Level) Support Costs. Contract-level program management support costs shall not be billed as a direct charge to the PACTS II base contract or individual TOs. These program management support costs shall be included within each fully burdened labor category rate, and shall not be proposed as separate labor categories. Program management support costs encompass support for contract-

Department of Homeland Security Page 3 of 122 June 10, 2014 level management, reporting requirements (see Section F), and related travel and meeting attendance costs associated with the Contractor’s program management staff, as it relates to the overall management of the PACTS II program.

(c) Project Management (Task Order-Level) Support Costs. Contract-level program management support costs are differentiated from individual TO project management support costs. TO Project Management support costs may, if approved by the TO Contracting Officer (CO), be billed as hourly labor rates or on a lump sum fixed-price basis against individual TOs for direct support of the effort performed under those TOs.

(d) Materials (i.e., Ancillary Support). “Materials” as a form of direct TO costs, are defined under FAR 16.601 to mean –

i. Direct materials, including supplies transferred between divisions, subsidiaries, or affiliates of the contractor under a common control;

ii. Subcontracts for supplies and incidental services for which there is not a labor category specified in the contract;

iii. Other direct costs (e.g., incidental services for which there is not a labor category specified in the contract, travel, computer usage charges, etc.); and

iv. Applicable indirect costs.

Materials represent ancillary support that is integral and necessary as part of a total integrated solution within the scope of PACTS II for which there is not a labor category specified in the contract. Ancillary labor shall not exceed more than ten percent (10%) of the total price of the TO for each applicable TO period.

B.3.2 Fixed-Price (FP) Type TOs Fixed-Price (FP) is defined under FAR 16.201, Fixed-Price Contracts, and other applicable agency-specific regulatory supplements. Fixed-Price Incentive is defined under FAR 16.403, Fixed-price incentive contracts, and other applicable agency-specific regulatory supplements. Partial payment of FP type TOs may be negotiated based on the completion of milestones, at the discretion of, and if approved by, the TO CO.

B.3.3 Time-and-Materials (T&M) and Labor-Hour (LH) Type TOs Time-and-Materials (T&M) and Labor-Hour (LH) is defined under FAR Subpart 16.6, T&M and LH Contracts, and other applicable agency-specific regulatory supplements.

For T&M and LH type TOs, the quantity of hours ordered from each labor category will be specified as deliverable hours billable at the ceiling rates specified in Section B.4 Ceiling Labor Category Rate Table or as negotiated, if lower rates are proposed for the TO. Profit on materials is not allowable.

The cumulative extended total of all labor categories ordered plus materials will define the TO ceiling price. TOs may, at the unilateral discretion of the TO CO, authorize transfers between labor categories for up to ten percent (10%) of the total cost of the TO, within the established individual TO ceiling price, without a written TO modification.

The Government will not reimburse the Contractor for costs incurred beyond the ceiling

Department of Homeland Security Page 4 of 122 June 10, 2014 price, for hours not delivered, for hours delivered but in excess of the quantities ordered for a particular labor category or for materials exceeding the ordered amount. Labor dollars will not be used to pay for materials nor material dollars used to pay for labor without a written TO modification.

B. 4 CLIN Rate Table

The CLIN Rate Table includes- 1) Hourly Labor Rates - all fully-burdened ceiling labor category rates, AND 2) indirect burden ceiling rates applied to materials (ancillary support) for performance of the requirements as specified in TOs. Fully loaded labor rates are the maximum allowable for the contractor.

The markup percentages for Travel, Subcontracts, and Other Direct Costs should be included in the CLIN Rate Table as CLINs XXX3 and XXX4. The markup percentages for base year 2 and the three option years shall be based on base year 1 CLINs XXX3 and XXX4 with escalation which reflects the Offeror's best judgment. These material mark-up escalation percentages / ceiling labor rates will not be revised over the life of the contract. CLINs XXX5 and XXX6 are reserved for Materials - Travel, Subcontracts (for supplies and incidental services for which there is not a labor category specified in the contract), and Other Direct Costs to be inserted upon Task Order award. Upon contract award, Hourly Labor Rates from other worksheets (Attachment J-4, Part II, Hourly Labor Rates, FC1 or FC2 (stated at award)) will be inserted in Section B - Schedule.

CLIN Rate Table - Functional Category # (To be completed at time of award)

(End of Section B)

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PACTS II Request For Proposal Section C RFP No. HSHQDC-14-R-00009/000004 Statement of Work

SECTION C – STATEMENT OF WORK

C.1 General

C.1.1 Objective The primary goal of this acquisition is to establish a suite of Department-wide Indefinite- Delivery Indefinite-Quantity (IDIQ) contracts for non-IT (Program Management, Technical, Operations (Clerical), and Administrative) services that will enable DHS to accomplish mission objectives. The acquisition and resulting multiple award contracts will collectively be referred to as PACTS II and are designed to offer a broad range of services and solutions to fulfill component and departmental service needs. This Statement of Work (SOW) is comprised of two (2) comprehensive Functional Categories (FC) of services: FC1 — Program Management (P) and Technical (T) services; and FC2 – Administrative (A) and Operations (OS) Services. Specific requirements will be further identified and defined at the TO level.

C.1.2 Scope The Contractor shall provide the full range of program management, operations, technical, and administrative services in one (1) or more of the Functional Categories to meet the mission needs of DHS. As identified in Task Orders (TOs), the services provided under PACTS II will support DHS on a nation-wide basis. The services under PACTS II will not be used for outside the continental United States. (OCONUS). The Contractor shall furnish the necessary labor personnel and materials (equipment, facilities, travel, and ancillary labor) required to satisfy the TO requirements. While the SOW identifies two (2) Functional Categories, the suites of resulting contracts are intended to satisfy a full range of related requirements, although they will not preclude the use of other vehicles and contracts to meet specific needs.

All prime Contractors awarded IDIQ contracts under PACTS II must be Service-Disabled Veteran-Owned Small Businesses. The primary North American Industry Classification System (NAICS) Code and size standard for each Functional Category are as follows:

Functional Category

(FC)

Description Primary NAICS Code

Size Standard

FC1

Program Management and Technical Services

541611 $14M

FC2

Administrative and Operations Services

561110 $7M

C.1.3 Contract and TO Management Contract and TO management is a mandatory element for all TOs issued under the PACTS II contract. The objective of contract and TO management is to provide the program management, project control and contract administration efforts which are

Department of Homeland Security Page 6 of 122 June 10, 2014 necessary to manage a high volume, multiple customers, multiple TO-type vehicles for a large, diversified team so that the cost, schedule and quality requirements of each TO are tracked, communicated to the Government, and ultimately attained. The use of commercially-available automated tools (contractor provided) and the application of expertise on processes and metrics that support TO management are encouraged to achieve the above objectives. The objective of the tools is to provide quicker access, improved accuracy, and enhanced accessibility for Contractors/clients. Additionally, they will promote timely monitoring of status/deliverables; facilitate the tracking of the quality of work products, and gauging overall customer satisfaction.

C.2 Functional Categories The Contractor shall furnish the full range of solutions and non-IT services (Program Management, Technical, Operations (Clerical), and Administrative) necessary to meet the scope of the requirement of this contract and individual TOs issued under it. All solutions and services must meet the DHS policies, standards, and procedures identified in the individual TOs.

C.2.1 Functional Category 1 – Program Management and Technical Services – NAICS code 541611 Program Management Services

Administrative Management and General Management Consulting Services. The Contractor shall provide support services on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, site selection, and business process improvement. Services under this functional category may also include but are not limited to that of general management consultants that provide a full range of administrative; human resource; marketing; or other management consulting services.

Process, Physical Distribution, and Logistics Consulting Services. The Contractor shall also provide operating advice and assistance services in areas such as process, physical distribution and logistics; productivity improvement; quality assurance and quality control; inventory management; distribution networks; warehouse use, operations, and utilization; transportation and shipment of goods and materials; and materials management and handling.

Technical Services

Engineering Services. The Contractor shall provide services in the support of physical laws and principles of engineering in the design, development and utilization of machines, materials, instruments, structures, processes, and systems. The assignments undertaken may involve any of the following activities: provision of advice, preparation of feasibility studies, preparation of preliminary and final plans and designs, provision of technical services during the construction or installation phase, inspection and evaluation of engineering projects and related services.

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Environmental, Technical & Other Scientific Consulting Services. The Contractor shall also provide support services to DHS components and HQ offices on environmental, scientific and technical issues. Construction services are not procured under PACTS II.

The Contractor shall provide assistance in such areas as the control of environmental contamination from pollutants, toxic substances, and hazardous materials, identify problems (e.g., inspect buildings for hazardous material), measure and evaluate risks, and recommend solutions. The Contractor shall provide expertise support in areas, such as air and water quality, asbestos contamination, remediation, and environmental law. Also, the Contractor shall provide sanitation or site remediation consulting services.

C.2.2 Functional Category 2 – Administrative and Operations Services – NAICS code 561110

Administrative and Operations Services. The Contractor shall provide day-to-day office administrative support services, such as financial planning; billing and recordkeeping;

and personnel.

Additionally, the contractor shall provide a range of business operations support services to include letter drafting; document editing or proofreading; typing, word processing or desktop publishing; and other secretarial services, answering telephone calls and relaying messages to clients, postal and mailing services and one or more other office support services, such as facsimile services, and word processing services.

Court Reporting and Stenotype Services. The Contractor shall also provide verbatim reporting and stenotype recording of live legal proceedings, and transcribe subsequent recorded materials and any other business support services, for example address bar coding services, bar code imprinting services, and mail presorting services.

(End of Section C)

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PACTS II Request For Proposal Section D RFP No. HSHQDC-14-R-00009/000004 Packaging and Marking

SECTION D – PACKAGING AND MARKING

D.1 Markings All deliverables submitted to the PACTS II Administrative Contracting Officer (ACO), the PACTS II Program Manager, the TO Contracting Officer, or the TO Contracting Officer’s Representative (COR) shall be accompanied by a packing list or other suitable shipping documentation that shall clearly indicate the following:

(a) Contract number;

(b) TO number;

(c) Name and address of the consignor;

(d) Name and address of the consignee;

(e) Government bill of lading number covering the shipment (if any); and

(f) Description of the item/material shipped, including item number, quantity, number of containers, and package number (if any).

Specific or unique marking requirements may be addressed in individual TOs.

D.2 Branding The Contractor shall comply with the requirements of any DHS Branding and Marking policies as outlined in Management Directive Number: 123-06. As a matter of law, Federal criminal statutes prohibit unauthorized uses of the DHS Seal. In addition, DHS policy prohibits granting authorization for certain commercial uses of the Seal. It is permissible to reference DHS in materials if the reference is limited to true, factual statements. The words DHS and/or Homeland Security should appear in the same color, font, and size as the rest of the text in the document.

The DHS seal cannot be used in any manner that implies DHS endorsement of commercial products or services, the user’s policies or activities, or on any article that may discredit the seal or reflect unfavorably on DHS. Any use of the DHS seal is approved by the Secretary or his/her designee.

Requests to use the DHS seal shall be submitted using Attachment J-11, DHS Official Seal Usage Approval Form MD No.0030. The Comments section should be used to describe why use of the seal is being requested, and how it will be used. Completed forms should be sent to the Department’s Office of Public Affairs via e-mail at branding@hq.dhs.gov with a carbon copy (CC) to the TO Contracting Officer, or a hard copy can be filled out, printed, and faxed to (202) 282-8775 and to the TO Contracting Officer.

(End of Section D)

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PACTS II Request For Proposal Section E RFP No. HSHQDC-14-R-00009/000004 Inspection and Acceptance

SECTION E - INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://acquisition.gov/far/index.html.

FAR Clause No. Title and Date 52.246-2 Inspection of Supplies – Fixed Price (AUG 1996) 52-246-4 Inspection of Services – Fixed Price (AUG 1996)

52.246-6 Inspection of Services – Time-and-Material or Labor-Hour (MAY 2001)

52.246-16 Responsibility for Supplies (APR 1984) 52.246-20 Warranty of Services (MAY 2001)

(End of clause)

E.2 Inspection and Acceptance Unless otherwise specified in the contract or applicable TO, inspection and acceptance of all work and services performed will be in accordance with the FAR clauses incorporated at Section E.1, Clauses Incorporated by Reference, as applicable.

E.3 Scope of Inspection/Review of Deliverables All deliverables will be inspected for content, completeness, accuracy and conformance to applicable contract or TO requirements by the cognizant contract COR or TO COR as detailed in the applicable TOs. Inspection may include validation of information or software through the use of automated tools and/or testing of the deliverables, as specified in the contract or applicable

TO.

Unless otherwise agreed to by the parties, the Government will provide written acceptance, comments, and/or change requests, if any, within thirty (30) business days from receipt of the deliverable. If written acceptances, comments, notice of an extended duration for review, and/or change requests are not provided by the Government within thirty (30) business days it is the responsibility of the Contractor to confirm receipt and acceptance of the deliverable(s).

If the Government provides comments and/or change requests, the Contractor shall have thirty

(30) calendar days (unless otherwise negotiated) from receipt of the Government correspondence to incorporate the comments and/or change requests and resubmit the deliverable. If the Government has additional comments and/or change requests following the resubmission, they will be provided within fifteen (15) business days from receipt of the updated deliverable, at which point the Contractor will have fifteen (15) business days to incorporate those comments and/or change requests and resubmit the deliverable.

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PACTS II Request For Proposal Section E RFP No. HSHQDC-14-R-00009/000004 Inspection and Acceptance

E.4 Basis of Acceptance The basis for acceptance shall be compliance with the requirements set forth in the SOW, the TO, the Contractor’s proposal and other terms and conditions of this contract. Deliverable items rejected under any resulting TO shall be corrected in accordance with the applicable clauses (e.g., FAR 52.246-4 Inspection of Services – Fixed Price (AUG 1996), FAR 52.246-6 Inspection of Services – Time-and-Material or Labor-Hour (MAY 2001), and/or their respective alternates).

(End of Section E)

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PACTS II Request For Proposal Section F RFP No. HSHQDC-14-R-00009/000004 Deliveries or Performance

SECTION F – DELIVERIES OR PERFORMANCE

F.1 General The DHS TO CO may include additional deliveries or performance requirements in TOs, other than those enumerated in this section, such as: (1) optional FAR clauses, (2) component specific clauses, and (3) TO specific clauses. In the event of conflict between a TO and the contract, the contract shall take precedence. If the base contract is silent on a particular item or topic, and a TO provides additional detail or clarification, the TO takes precedence.

F.2 FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://acquisition.gov/far/index.html.

FAR Clause No. Title and Date 52.242-15 Stop-Work Order (AUG 1989)

52.242.17 Government Delay of Work (APR 1984)

52.247-34 F.O.B. Destination (NOV 1991)

52.247-35 F.O.B. Destination, Within Consignee’s Premises (APR 1984)

F.3 FAR 52.211-8 Time of Delivery (June 1997)

(a) The Government requires delivery to be made according to the following schedule:

REQUIRED DELIVERY SCHEDULE

[Task Order Contracting Officer insert specific details]

ITEM NO. DESCRIPTION DUE

The Government will evaluate equally, as regards time of delivery, offers that propose delivery of each quantity within the applicable delivery period specified above. Offers that propose delivery that will not clearly fall within the applicable required delivery period specified above will be considered nonresponsive and rejected. The Government reserves the right to award under either the required delivery schedule or the proposed delivery schedule, when an Offeror offers an earlier delivery schedule than required above. If the Offeror proposes no other delivery schedule, the required delivery schedule above will apply.

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OFFEROR’S PROPOSED DELIVERY SCHEDULE

ITEM NO. QUANTITY WITHIN DAYS AFTER DATE OF CONTRACT

(b) Attention is directed to the Contract Award provision of the solicitation that provides that a written award or acceptance of offer mailed, or otherwise furnished to the successful Offeror, results in a binding contract. The Government will mail or otherwise furnish to the Offeror an award or notice of award not later than the day award is dated. Therefore, the Offeror should compute the time available for performance beginning with the actual date of award, rather than the date the written notice of award is received from the Contracting Officer through the ordinary mails.

However, the Government will evaluate an offer that proposes delivery based on the Contractor’s date of receipt of the contract or notice of award by adding (1) five calendar days for delivery of the award through the ordinary mails, or (2) one working day if the solicitation states that the contract or notice of award will be transmitted electronically. (The term “working day” excludes weekends and U.S.

Federal holidays.) If, as so computed, the offered delivery date is later than the required delivery date; the offer will be considered nonresponsive and rejected.

(End of clause)

Alternate I (Apr 1984). If the delivery schedule is expressed in terms of specific calendar dates or specific periods and is based on an assumed date of award, the contracting officer may substitute the following paragraph (b) for paragraph (b) of the basic clause. The time may be expressed by substituting “on or before”; “during the months __________”; or “not sooner than __________ or later than ___________” as headings for the third column of paragraph (a) the basic clause.

(b) The delivery dates or specific periods above are based on the assumption that the

Government will make award by ________ [Contracting Officer insert date]. Each delivery date in the delivery schedule above will be extended by the number of calendar days after the above date that the contract is in fact awarded. Attention is directed to the Contract Award provision of the solicitation that provides that a written award or acceptance of offer mailed or otherwise furnished to the successful Offeror results in a binding contract. Therefore, the Offeror should compute the time available for performance beginning with the actual date of award, rather than the date the written notice of award is received from the Contracting Officer through the ordinary mails.

Alternate II (Apr 1984). If the delivery schedule is expressed in terms of specific calendar dates or specific periods and is based on an assumed date the contractor will receive notice of award, the contracting officer may substitute the following paragraph (b) for paragraph (b) of the basic

Department of Homeland Security Page 13 of 122 June 10, 2014 clause. The time may be expressed by substituting “within days after the date of receipt of a written notice of award” as the heading for the third column of paragraph (a) of the basic clause.

(b) The delivery dates or specific periods above are based on the assumption that the successful Offeror will receive notice of award by ________ [Contracting Officer insert date]. Each delivery date in the delivery schedule above will be extended by the number of calendar days after the above date that the Contractor receives notice of award; provided, that the Contractor promptly acknowledges receipt of notice of award.

Alternate III (Apr 1984). If the delivery schedule is to be based on the actual date the contractor receives a written notice of award, the contracting officer may delete paragraph (b) of the basic clause. The time may be expressed by substituting “within days after the date of receipt of a written notice of award” as the heading for the third column of paragraph (a) of the basic clause.

F.4 FAR 52.211-9 Desired and Required Time of Delivery (June 1997)

(a) The Government desires delivery to be made according to the following schedule:

DESIRED DELIVERY SCHEDULE

If the Offeror is unable to meet the desired delivery schedule, it may, without prejudicing evaluation of its offer, propose a delivery schedule below. However, the Offeror’s proposed delivery schedule must not extend the delivery period beyond the time for delivery in the Government’s required delivery schedule as follows

REQUIRED DELIVERY SCHEDULE

ITEM

NO.

QUANTITY WITHIN DAYS AFTER DATE OF CONTRACT

Offers that propose delivery of a quantity under such terms or condition that delivery will not clearly fall within the applicable required delivery period specified above, will be considered nonresponsive and rejected. If the Offeror proposes no other delivery schedule, the desired delivery schedule above will apply.

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OFFEROR’S PROPOSED DELIVERY SCHEDULE

(F) Attention is directed to the Contract Award provision of the solicitation that provides that a written award or acceptance of offer mailed or otherwise furnished to the successful Offeror results in a binding contract. The Government will mail or otherwise furnish to the Offeror an award or notice of award not later than the day the award is dated.

Therefore, the Offeror shall compute the time available for performance beginning with the actual date of award, rather than the date the written notice of award is received from the Contracting Officer through the ordinary mails. However, the Government will evaluate an offer that proposes delivery based on the Contractor’s date of receipt of the contract or notice of award by adding (1) five calendar days for delivery of the award through the ordinary mails, or (2) one working day if the solicitation states that the contract or notice of award will be transmitted electronically. (The term “working day” excludes weekends and U.S. Federal holidays.) If, as so computed, the offered delivery date is later than the required delivery date; the offer will be considered nonresponsive and rejected.

(End of clause)

Alternate I (Apr 1984). If the delivery schedule is expressed in terms of specific calendar dates or specific periods and is based on an assumed date of award, the contracting officer may substitute the following paragraph (b) for paragraph (b) of the basic clause. The time may be expressed by substituting “on or before”; “during the months _______”; or “not sooner than ______, or later than ______” as headings for the third column of paragraph (a) of the basic clause.

(F) The delivery dates or specific periods above are based on the assumption that the Government will make award by _________ [Contracting Officer insert date]. Each delivery date in the delivery schedule above will be extended by the number of calendar days after the above date that the contract is in fact awarded. Attention is directed to the Contract Award provision of the solicitation that provides that a written award or acceptance of offer mailed or otherwise furnished to the successful Offeror results in a binding contract. Therefore, the Offeror shall compute the time available for performance beginning with the actual date of award, rather than the date the written notice of award is received from the Contracting Officer through the ordinary mails.

Alternate II (Apr 1984). If the delivery schedule is expressed in terms of specific calendar dates or specific periods and is based on an assumed date the contractor receives notice of award, the contracting officer may substitute the following paragraph (b) for paragraph (b) of the basic clause. The time may be expressed by substituting “within days after the date of receipt of a written notice of award” as the heading of the third column of paragraph (a) of the basic clause.

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(F) The delivery dates or specific periods above are based on the assumption that the successful Offeror will receive notice of award by ___________ [Contracting Officer insert date]. Each delivery date in the delivery schedule above will be extended by the number of calendar days after the above date that the Contractor receives notice of award; provided, that the Contractor promptly acknowledges receipt of notice of award.

Alternate III (Apr 1984). If the delivery schedule is to be based on the actual date the contractor receives a written notice of award, the contracting officer may delete paragraph (b) of the basic clause. The time may be expressed by substituting “within days after the date of receipt of a written notice of award” as the heading of the third column of paragraph (a) of the basic clause.

F.5 Term of the Contract The term of this indefinite delivery indefinite quantity (IDIQ) contract is a two (2) year base period and three (3) option periods with a period of performance of one (1) year each. This is not a multi-year contract as defined in FAR Part 17.1.

After the PACTS II term expires, the contract will remain an active contract until the final TO is closed-out and it shall continue to govern the terms and conditions with respect to active Task Orders to the same extent as if it were completed during the PACTS II contract term.

F.6 TO Performance Period and Pricing Task Orders may be issued at any time during the base period and/or option periods, if exercised.

Those periods of time shall be called the “Contract Ordering Period” (COP). The performance period of each TO will be specified in the TO and may include option periods which, if exercised, may extend the TO period of performance up to twelve (12) months beyond the COP of the base period and/or option periods, if exercised. Task Orders issued in the third and final option year, if exercised, shall not extend beyond twelve (12) months after the COP of the final option year. The total base contract duration, including the exercise of any options terms, shall not exceed sixty (60) months (excluding exercise of options under FAR 52.217-8).

For purposes of Task Orders where performance extends beyond the COP of the final option period, the final contract year’s pricing shall be used. At all times each TO’s terms shall be consistent with its funding appropriation.

If needed, the Government intends to exercise the option under FAR 52.217-8 without further competition or need for justification for other than full and open competition [or sole source justification]. The need to exercise the option under FAR 52.217-8 to extend the period of contract performance for the maximum period of six (6) months beyond the period of performance will be considered the same for all Offerors. In considering the price of the base period and any option periods, the Government will consider that if the extension of service clause (i.e. FAR 52.217-8) is exercised, it will be on the exact same rates and terms, other than length of performance, as the base or option period being extended. The Government will determine whether the price, inclusive of all options, is fair and reasonable and in combination with the other evaluation factors specified in the RFP, represents the best value to the Government.

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F.7 Delivery The items required under each individual TO shall be delivered and received at destination within the timeframe specific in each TO.

F.8 Place of Performance Place of performance shall be set forth in individual Task Orders.

F.9 Deliverables All applicable deliverables, their required delivery dates, and…