FormSF1449.pdf

RFQ IFB RFP

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER PAGE OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODEFACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

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

BELOW IS CHECKED

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATE . YOUR OFFER ON SOLICITATION

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

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

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

17a CONTRACTOR/

OFFEROR.

CODE

8 (A)

SIZE STANDARD:

NAICS:

% FOR:SET ASIDE:UNRESTRICTED OR

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

10. THIS ACQUISITION IS

EDWOSB

SMALL BUSINESS PROGRAM

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

PAGE 3 OF 55 SA1301-13-RQ-0003

Base Year July 1, 2013 through September 30, 2013

0001 Project Manager

DELIVERY DATE: 09/30/2013

SHIP TO:

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 07/01/2013 to 09/30/2013

2000.00 HR

0002 Analyst

DELIVERY DATE: 09/30/2013

SHIP TO:

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination

0003 Senior Subject Matter Consultant

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination

0004 Junior Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination

0005 Technical Lead

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination

0006 Travel

1.00 LO

PAGE 4 OF 55 SA1301-13-RQ-0003

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination

Option Year One October 1, 2013 through September 30, 2014

OPT

1001 Project Manager

DELIVERY DATE: 09/30/2014

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

2000.00 HR

1002 Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

2000.00 HR

1003 Senior Subject Matter Consultant

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

2000.00 HR

1004 Junior Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

2000.00 HR

1005 Technical Lead

PAGE 5 OF 55 SA1301-13-RQ-0003

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

1006 Travel

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2013 to 09/30/2014

Option Year Two October 1, 2014 through September 30, 2015

2001 Project Manager

DELIVERY DATE: 09/30/2015

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

2000.00 HR

2002 Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

2000.00 HR

2003 Senior Subject Matter Consultant

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

2000.00 HR

2004 Junior Analyst

PAGE 6 OF 55 SA1301-13-RQ-0003

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

2005 Technical Lead

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

2000.00 HR

2006 Travel

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2014 to 09/30/2015

Option Year Three October 1, 2015 through September 30, 2016

3001 Project Manager

DELIVERY DATE: 09/30/2016

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

2000.00 HR

3002 Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

2000.00 HR

3003 Senior Subject Matter Consultant

PAGE 7 OF 55 SA1301-13-RQ-0003

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

3004 Junior Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

2000.00 HR

3005 Technical Lead

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

2000.00 HR

3006 Travel

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2015 to 09/30/2016

Option Period Four October 1, 2016 through September 30, 2017

4001 Project Manager

DELIVERY DATE: 09/30/2017

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

2000.00 HR

4002 Analyst

PAGE 8 OF 55 SA1301-13-RQ-0003

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

4003 Senior Subject Matter Consultant

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

0.00 EA

4004 Junior Analyst

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

2000.00 HR

4005 Technical Lead

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

2000.00 HR

4006 Travel

US DEPARTMENT OF COMMERCE

CAS, OS BUSINESS SOLUTIONS TEAM

1401 CONSTITUTION AVE. NW ROOM 6521

WASHINGTON DC 20230

FOB : Destination Period of Performance: 10/01/2016 to 09/30/2017

1.00 LT

Table of Contents

PAGE 9 OF 55 SA1301-13-RQ-0003

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

SECTION I CONTRACT CLAUSES

I. 1 Clauses

SECTION J LIST OF ATTACHMENTS

J. 1 Attachments

PAGE 10 OF 55 SA1301-13-RQ-0003

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1

ATTACHMENT 1

Date: May 7, 2013

To: All Prospective Offering GSA Schedule Contractors

From: U.S. Department of Commerce, Office of the Chief Information Officer (OCIO)

Subject Request for Quote (RFQ) #SA1301-13-RQ-0003 for Project Management Office Services in Washington, DC 20230

The U.S. Department of Commerce (DOC), Office of the Chief Information Officer (OCIO) is issuing this competitive RFQ to solicit contractors who hold a GSA Schedule for the purpose of awarding a Blanket Purchase Agreement (BPA) under the GSA MOBIS Schedule. The U.S. Department of Commerce (DOC) will conduct this acquisition using Subpart 8.4 under the Federal Acquisition Regulation.

The Government anticipates that this effort will be performed under the Mission Oriented Business Integrated Services (MOBIS) Schedule, GSA Schedule 874.

Quotes are due no later than 1:00 P.M, May 31, 2013. Submissions shall be made via email to Mr.

Kirk D. Boykin at Kboykin@doc.gov, who may also be reached by phone on 202-482-2292. The Quoter shall submit: one (1) original plus three (3) copies of each submission. Each submission shall also contain an electronic soft copy of the hard copy information. The soft copy shall be a CD-ROM contained in the original submissions. Failure to submit a response by the time and date established may result in the Quote not being considered. DOC reserves the right to consider Quotes received after the submission deadline at its discretion. Contractors are requested to notify Mr. Kirk D. Boykin via the above email address of their intent to submit a Quote as soon as possible.

NOTE: Contractors are asked to contact Mr. Kirk D. Boykin email or telephone within one business day of submitting a Quote to confirm Government receipt of a Quote package.

By submitting Quotes, contractors agree to comply with all terms and conditions as set forth in this solicitation/request for quotation, including the Statement of Work (SOW).

Quote Submission and Evaluation Criteria/ BPA Issuance

Quotes shall be comprised of TWO separate submissions. The first shall contain copies of the pricing submission and the second shall contain the technical submission.

The following evaluation criteria will be used. The non-price (technical) factors are Management and Technical Approach, Key Personnel and Staffing, and Past Performance. The non-price factors are listed in descending order of importance. The non-price factors, when combined, are considered to be significantly more important than price.

PAGE 11 OF 55 SA1301-13-RQ-0003

ATTACHMENT 1 (contd)

Technical Quote (Non-price factors) – Quoters shall submit the following technical (non-price) information.

1) Management and Technical Approach

Describe your company’s approach to managing and performing the required professional program management office support services described in the SOW. Your submission should focus on your company’s unique competitive advantage or capability to deliver the required services in a manner that will increase the likelihood of successful performance. At a minimum your response should address startup and quality control, and processes and/or methodology for delivering services under the SOW.

2) Key Personnel & Staffing

The Quoter should provide résumés of key personnel with appropriate and applicable experience in performing the work/services under this SOW and an approach to staffing and retention.

3) Past Performance:

In regard to past performance the contractor shall provide the following:

A. The Quoter shall demonstrate relevant past performance or affirmatively state that it possesses no relevant past performance. Relevant past performance is performance under contracts or efforts (currently being performed or performed within the past five years) that are of a similar, directly related scope, magnitude and complexity to that which is described in the solicitation and as defined below. The Government will consider the quality of the Quoter’s relevant past performance. Information provided in response to this factor will assist the Government in determining the degree of risk associated with award of this project to the Quoter in question based upon that Quoter’s past and present performance on other projects/contracts.

B. The Quoter shall submit a maximum of three (3) projects/contracts for evaluation. An additional maximum of three (3) projects for each subcontractor proposed shall be submitted. For each submitted project/contract, the Quoter shall include references, using the form at Attachment 4 to provide the requested past project information. For each of the contracts/projects submitted, the Quoter shall ensure that a Past Performance Questionnaire (Attachment 4) is sent to customers to provide feedback. The Quoter shall instruct customers to complete the questionnaire and return it to Mr. Boykin at Kboykin@doc.gov by the RFQ submission due date. The Government reserves the right to obtain information for use in the evaluation of past performance from sources other than those identified by the Quoter to upgrade or downgrade the Past Performance rating. An evaluation of relevance will be done for no more than three projects submitted by the Quoter and for no more than three projects submitted for any proposed subcontractor. The Quoter is therefore cautioned to submit only its three most relevant efforts and is cautioned to submit only the three most relevant efforts of its subcontractor.

PAGE 12 OF 55 SA1301-13-RQ-0003

If the Quoter or any subcontractor submits more than three projects each for consideration, only three per entity will be reviewed. The three reviewed for each entity

ATTACHMENT 1 (contd) will be the first three as displayed within the Quote from front to back and this may or may not be to any proposer’s advantage.

C. The Government will determine the relevance of a past performance project/contract by the size, scope and complexity in relation to the required services.

D. Where prime/sub contractor arrangements are proposed, a subcontracting plan shall be submitted as part of the Quote which clearly details the roles, responsibilities, and distribution of effort between the parties in performance of the Government’s requirement. The Government may not attribute to the prime contractor, as an organization, the past performance of managers, key personnel, subcontractors or other partners. However, the Government will evaluate the past performance of its managers, key personnel, subcontractor or other partners separately and consider its findings about them when determining the risk associated with the Quote and assigning the appropriate rating to the Quote. The Government will determine whether the past performance of its managers, key personnel, subcontractors or other partners offsets the risk of doing business with a prime contractor that has no or limited experience and past performance of its own.

Page Limitation:

Excluding the cover page, résumés and past performance forms and questionnaires, the Technical Proposal (including all non-price factors) is limited to ten (10) pages, single spaced and double sided with at least 11point font and 1” margins. Pages beyond the page limitations will not be evaluated and will be removed by the Contracting Officer.

Price Quote:

The Price Proposal shall be submitted in a separate file from the information provided on the technical (non-price) information described above. Using the Standard Form 1449, “Solicitation/Contract/Order for Commercial Items, contractors are required to submit fixed hourly rates for each line item listed for each proposed ordering period. The Quoter’s hourly rate shall be inclusive of all the Quoter’s direct costs, indirect costs and profit and include all costs associated with providing the services described in the Statement of Work. To be considered for award, rates must be submitted for each and every line item listed on the Standard Form 1449. DOC will evaluate the price offered by extending the unit price by the estimated total units for each performance period (base and additional ordering periods, as appropriate). The total price for each period will be added to determine a total overall price. Prices will be examined to determine reasonableness to perform the requirements as established in the RFQ.

Basis for Selection:

DOC will select the responsible GSA schedule quoter whose quote, in conforming to this RFQ, provides the overall “best value” to meet the Government’s requirements, price and non-price factors considered.

While non-price factors when combined are significantly more important than Price, the Government will not make an award at a significantly higher overall price to achieve slightly superior total non-price technical capability.

PAGE 13 OF 55 SA1301-13-RQ-0003

ATTACHMENT 1 (contd)

DOC, as the Federal Supply Schedule (FSS) ordering activity, reserves the right to conduct a separate responsibility determination on the apparent successful quoter(s). Only apparent successful FSS vendors determined to be responsible pursuant to FAR 9.104-1 will be issued a BPA.

The Government reserves the right to award without discussions.

Period of Performance

The ordering period for the resulting BPA will be up to five (5) years, which includes a base year and four, separate/ 12 month option periods. Individual calls/orders will include specific performance periods. The BPA will be reviewed annually in accordance FAR 8.405-3 and 52.222-43.

Questions

Please submit any questions regarding this requirement immediately via email but no later than May 13, 2013 to Kboykin@doc.gov. Any prospective Quoter may contact us while preparing a Quote to obtain clarification of our Statement of Work (SOW) or other information needed to prepare a quote. We will provide pertinent information in that regard to Quoters, as appropriate.

Sincerely, Kirk D. Boykin Contracting Officer

Attachments

1. Request for Quote (RFQ) Letter

2. Statement of Work

3. Additional Terms and Conditions

4. Past Performance Questionnaire

5. Non-Disclosure Agreement for Execution by Authorized Representative of the Contractor

6. Non-Disclosure Agreement for Signature by Contractor Personnel Individually

PAGE 14 OF 55 SA1301-13-RQ-0003

ATTACHMENT 2

STATEMENT OF WORK

For

Department of Commerce, Office of Acquisition Management Commerce Acquisition Solutions

I. PROGRAM NAME: Office of the Chief Information Officer

II. PROGRAM MANAGER: Terri Ware

III. CONTRACT VEHICLE: GSA Schedule BPA

IV. TASK DESCRIPTION: Project Management Office Activities Support

a. Introduction

The purpose of this BPA is to obtain professional project management office activity support for the Office of the Chief Information Officer (OCIO).

The goal of the Office of the Chief Information Officer (OCIO) Project Management Office (PMO) is to support the Department of Commerce (DOC) bureaus and mission areas by implementing a sound project Information Technology (IT) review board framework, improving overall portfolio, program and project health, strengthening OCIO investment oversight processes and managing activities to improve overall DOC-wide IT portfolio management. The OCIO PMO seeks to ensure IT projects are managed in a disciplined, well managed, fiscally sound and consistent manner. The PMO resides within the offices of the Departmental Chief Information Officer (CIO) wherein the goal is to promote the delivery of quality IT products and services, on-time, within budget and compliant with regulations and mandates. The OCIO PMO supports the Commerce IT Review Board (CITRB), Department-wide TechStat reviews and bureau-level review activities and other oversight processes to ensure strategic alignment with mission, compliance with requirements, a sound risk management approach and adherence to budgetary controls.

b. Objectives

The Contractor shall provide on-site support to the OCIO, Office of Management and Business Operations (OMBO). OMBO includes the OCIO Front Office, Administration and the PMO. The Contractor will assist the Department in meeting critical aspects and requirements associated with supporting, augmenting, implementing, and sustaining PMO activities. Support may include planning, performing reviews and providing expertise related to 1) project/program management; 2) IT approach and technology trends; 3) strategic planning and administrative support; 4) procurement and budget formulation/execution; 5) subject matter expertise in the areas risk management, E-Government, cost analysis/budgeting, fiscal reporting/tracking, and IT portfolio management.

The purpose of this BPA is to obtain professional project management office support services for the Office of the Chief Information Officer (OCIO).

PAGE 15 OF 55 SA1301-13-RQ-0003

ATTACHMENT 2 (contd)

c. Scope of Work

The scope of work for this effort will include provisions of professional project management office support services. The contractor shall provide advice, recommendations, reports and documentation, which are essential to project management office support services, but shall not provide any support that could be construed to be DOC’s approval, determination or other decision.

d. Requirements

As required by the Department of Commerce (DOC), Office of the Chief of the Information Officer (OCIO), the Contractor shall provide professional project management office support services, which might be needed for any phase of project management support activities. The contractor shall apply professional knowledge and skill in federal project management office support activities.

The following are among the general tasks that may be required. BPA Calls that are issued against this BPA shall provide more specific requirements.

1. Governance –Investment Review and Oversight Support

(a) Assist in defining and implementing technical and project management governance and oversight processes throughout DOC. Assist OCIO to develop policy and guidance for selecting, tracking, managing and measuring projects, programs and portfolio activities for Department of Commerce investments.

(b) Provide support in the annual budget formulation processes, review budget profiles, basis of estimates, budget execution and review against Exhibit 300 information.

(c) Develop, maintain, manage and coordinate the investment review schedule for major and critical DOC IT investments scheduled to brief DOC review board, including initiatives having significant issues and those needing CIO procurement authority.

(d) Provide support related to DOC executive-level review boards. Perform scheduling, prepare technical summaries, coordinate the executive membership, perform review and analysis of the acceptability/unacceptability of project documents/plans in accordance with applicable standards.

(e) Plan, organize and facilitate meetings, develop meeting minutes, update and maintain databases, develop technical summaries, track action items, etc.

(f) Support the development of technical debriefing information, prepare briefing materials.

(g) Develop technical plans and identify technical risks and assist in developing mitigation strategies.

2. Program/Project Management (PM) Support

PAGE 16 OF 55 SA1301-13-RQ-0003

(a) Support day-to-day PMO activities support to include- Review and assessment of projects, develop and interpret policy and guidance, assist PMs with issues and problems, provide PM templates, support on-going management initiatives and assess risk management strategies.

ATTACHMENT 2 (contd)

(b) Advise the PMO on departmental, federal and legislative regulations, procedures, and requirements.

(c) Provide specialized knowledge of IT, project/program management, and assist the project team in addressing customer requirements.

(d) Support DOC in meeting OMB, GAO, and OIG, PM, portfolio and investment requirements.

(e) Interact with key customers and stakeholders.

3. Support the various meetings and initiatives within OCIO to include:

(a) CIO Council;

(b) Balance scorecard program and performance assessment initiatives;

(c) Project Management Quarterly reporting and (3) customer service program initiatives.

(d) Support the efficient and effective roll-out OMB Reform activities; assist in PM life-cycle activities to include defining, implementing and supporting processes for initiating, planning, executing, controlling and closing out of DOC projects.

(e) Support Strategic planning by presenting best practices and recommending process improvements in areas of business case analysis, budget formulation and related processes. Provide insight into current OMB plans and initiatives to proactively enhance project management decisions and investment capability.

(f) Perform review and analysis of IT capital investment projects (OMB A-11, Exhibit 300 and Exhibit 53 available at www.omb.eop.gov ) against requirements for budget and acquisition as set forth in DOC, OMB, and Federal regulations and policies and in related E-Government, IT architecture, and IT security activities.

(g) Provide support in analyzing CPIC documentation and data and review capital planning reports including the IT Portfolio Report (Exhibit 53) and the capital asset plan and business case summary (Exhibit 300) using CPIC support tools.

(h) Support quarterly OCIO Program/Project Management status reporting.

4. Business, Contract, and Resource Management Support

(a) Support Directors to make sure OCIO resources (budgets, personnel, contracts, etc.) are planned, tracked, expended and appropriately managed through the fiscal year. Work with various internal and external offices to ensure resources are properly reported, placed on contract, MOU/MOA, and invoices processed.

PAGE 17 OF 55 SA1301-13-RQ-0003

(b) Manage overall contract management and acquisition activities for OCIO in accordance with overall procurement policies, requirements and schedules. Ensure contracts planned for award are identified and maintained in the Department’s automated tracking systems.

ATTACHMENT 2 (contd)

(c) Coordinate all activities, and milestones for the approval of OCIO Memorandums of Understanding/Memorandums of Agreement (MOU/MOA).

(d) Support Directors in closing out OCIO contracts - coordinate all activities, milestones, actions in the management and closing out of contracts, de-obligation of outstanding funds, and resolving closeout issues.

(e) Provide support in analyzing, preparing and updating various spreadsheets for budget expenditures, contract planning, and MOA/MOU processing throughout the year. Assist with the routine management, tracking and processing of budget transactional documents.

(f) Provide support inputting data, obtaining updates, tracking status, monitoring approvals, etc.

using the various automated databases and systems including - the Commerce Business Systems Portal (CBS), DOC procurement system (Comprizon system), and other Department-wide systems.

e. Labor Categories and Descriptions

The contractor shall document (by resume) that Contractor personnel are qualified to perform the required services, prior to commencing work under a BPA Call. (See the following pages for qualification standards.)

1. Project Manager (PM)

The Project Manager (PM) shall have over six (6) years experience managing, reviewing and providing support for projects, programs and IT Portfolios. The PM must have a bachelor’s degree or higher degree from an accredited college/university in business, management or related field (i.e. accounting, finance, business management, general management, project management etc.) or a technical area (i.e. engineering, math, statistics, chemistry, etc.). The PM shall have experience supporting a PMO and providing a wide range of PM services and support. The PM shall have (or be in the process to attain) industry recognized PM certifications, and demonstrated experience of risk management and risk mitigation. The PM must additionally have experience performing oversight of projects and coordinating review board activities for executive-level review boards. Experience supporting IT Portfolio reviews, TechStat reviews and budget reviews. Demonstrated experience providing administrative meeting support for technical meetings, preparing technical analyses/summaries, preparing and conducting briefings, providing training and managing documentation review and approval.

2. Business/Resource Analyst

The Business/Resource Analyst shall have over six (6) years experience coordinating, managing and designing solutions around customer business processes, budget processes, defining workflow processes, and supporting contracting/procurement processes, including contract planning through contract close-out/deobligation, etc. The Business/Resource Analyst must have a bachelor’s degree or higher degree from an accredited college/university in business, management or related field (i.e. accounting, finance, business management, general management, PAGE 18 OF 55 SA1301-13-RQ-0003 project management etc.) or a technical area (i.e. engineering, math, statistics, chemistry, etc.). The Business/Resource Analyst shall develop, plan, and prepare required documentation, be familiar with budget and contracting systems, support budget formulation and execution processes, perform cost benefit analysis and help customers prepare and defend budget estimates, and build business cases.

ATTACHMENT 2 (contd)

3. Senior Subject Matter Consultant

The Senior Consultant must be a recognized expert in the Project Management Office Support services field with demonstrated expertise and at least 10 years of relevant work experience providing analytical support and subject matter expertise to federal agencies. The Senior Consultant must have a bachelor’s degree or higher degree from an accredited college/university in business, management or related field (i.e. accounting, finance, business management, general management, project management etc.) or a technical area (i.e. engineering, math, statistics, chemistry, etc.).The Senior Consultant shall provide advice, consulting, counseling and program development ideas relevant to industry best practices, and business trends and forecasts. The senior consultant shall possess strong oral and written communications and must be capable of conducting briefings for senior executives.

4. Junior Analyst

The Junior Analyst shall have over three (3) years experience supporting a PMO and have an understanding of PM requirements and concepts. The Junior Analyst must have a bachelor’s degree or higher degree from an accredited college/university in business, management or related field (i.e.

accounting, finance, business management, general management, project management etc.) or a technical area (i.e. engineering, math, statistics, chemistry, etc.).The Junior Analyst shall have experience supporting clients, and be able to understand and provide support to customers concerning business processes, review IT documents and help in the development of solutions. The Junior Analyst shall provide meeting support, e.g. scheduling, coordinating, documenting key program decisions/findings, tracking and reporting action items, updating databases, and generating reports.

5. Technical Lead

The Technical Lead shall have over six (6) years experience providing Information Technology (IT) support, supporting the development of IT systems, providing IT services and providing IT solutions to customers. The Technical Lead must have a bachelor’s degree or higher degree from an accredited college/university in business, management or related field (i.e. accounting, finance, business management, general management, project management etc.) or a technical area (i.e.

engineering, math, statistics, chemistry, etc.).The Technical Lead shall assist with the definition, analysis, design of IT solutions around customer business processes, and requirements. The Technical Lead shall have experience resolving and implementing technical solutions and be familiar with designing solutions around OMB IT Reform activities and strategies. The Technical Lead shall have experience helping customers translate business requirements, review/evaluate technical options and alternatives, document specifications for technical solutions. The Technical Lead shall have a good understanding of technical/IT elements-e.g., cyber security, risk management, networking, enterprise architecture, etc.

V. DELIVERABLES

The following are target deliverables that shall be required, according to program requirements and task resources, and specified in BPA calls.

PAGE 19 OF 55 SA1301-13-RQ-0003

a. Reports, Plans, and Meetings: As required by the Contracting Officer’s Representative (COR), the contractor shall provide plans for the delivery of specific deliverables and support services, and reports on the progress on deliver the required deliverables and support.

ATTACHMENT 2 (contd)

1. Monthly Status Reports

The Contractor shall provide a monthly status report to the COR and Contracting Officer by the 5th work day for the proceeding month. The status/progress report will report progress on the deliverables and services described in the Monthly Work Plan, including the any changes to deliverables and services, the labor provided (labor categories, hours and cost expended) for each deliverable and service, and the dates that the deliverables and services were provided. At the Contracting Officer’s, or GTM’s request, a monthly status meeting shall be held. In addition, the contractor shall meet, as directed by OCIO and it’s COR and as necessary with the government to discuss progress and problems. These meetings shall enable problems to be identified and resolved quickly. The contractor shall document the problems and the solutions.

2. All Other Deliverables

All other deliverables will be reviewed, discussed and finalized at the time of tasking.

3. Monthly Invoice

The Contract Company will submit a monthly invoice by the 10th of the month for the preceding month.

a. Schedule of Deliverables:

Item Schedule/Frequency Acceptable Quality Level (AQL) Monthly Status Report Monthly 90% accurate on first submission to

Government 100% accurate on subsequent submission to Government

Review board summaries, memos, actions, and consolidated scoring

2 days after the review board completes.

(About 2-3 review boards per month)

80% accurate on first submission to Government 100% accurate on subsequent submission to Government

Balance Score card performance metrics –powerpoint

Cyclical Quarterly basis 85% accurate on first submission to Government 100% accurate on subsequent submission to Government

PMO Program/Project Management Status Updates- QUAD Charts

Cyclical Quarterly basis 75% accurate on first submission to Government 100% accurate on subsequent submission to Government

OMBO - QUAD Charts Cyclical Quarterly basis 75% accurate on first submission to Government 100% accurate on subsequent submission to Government

Briefing Materials As-Needed 80% accurate on first submission to Government

PAGE 20 OF 55 SA1301-13-RQ-0003

100% accurate on subsequent submission to Government

Consolidated “Review Board” Schedule

Cyclical Bi-monthly 85% accurate on first submission to Government 100% accurate on subsequent submission to Government

OCIO Un-delivered Orders (UDO) Status Report

Cyclical – Bi-monthly 80% accurate on first submission to Government 100% accurate on subsequent submission to Government

Memorandum of Understanding/Agreement (MOU/MOA) Report

Cyclical Bi-monthly 85% accurate on first submission to Government 100% accurate on subsequent submission to Government

OCIO Data-Call Response Report

Cyclical – Monthly 85% accurate on first submission to Government 100% accurate on subsequent submission to Government

c. Format and Destination of Deliverables

The requirements for the handling, formatting, and production of documents and deliverables are described below. The Contractor shall return all materials to the government within 30 days after completion of these tasks. The Contractor shall expunge all pertinent electronic files containing document information from privately held computers and/or other electronic storage media under the contractor’s control following the completion of these tasks. The OCIO COR shall oversee, directly, ALL file expungement.

1. Accuracy – All work products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

2. Clarity –All work products shall be clear and concise. All diagrams shall be easy to understand and relevant to the supporting narrative.

3. File Editing – All text and diagrammatic files shall be in a format editable and directed by the Government, and as specified by the COR and the CO.

4. Format – All work products shall be submitted in email and hard copy (preferably MS Office Compatible format as directed by OCIO.

5. Timeliness – All work products shall be submitted on or before the date requested. The government and contractor will work together to define mutually agreeable due dates, however the government shall have the final approval.

VI. ACCEPTANCE CRITERIA / PERFORMANCE STANDARDS

Acceptance of all written documents and other deliverables will be contingent upon COR’s review and approval, or as otherwise specified in the BPA Call. The COR (or GTM, as specified in the BPA Call) will discuss each specific task with the Contractor to ensure that the goals and objectives are clearly defined.

Required graphs, charts, columns and rows of data shall be legible and properly formatted pursuant to

PAGE 21 OF 55 SA1301-13-RQ-0003

directions of the COR or the CO. Unless valid justification is cited to the contrary, the COR comments will be incorporated into the respective final documents and reports. If the provided COR comments do not conform to good business practices or are deemed technically unsound, it is the responsibility of the Contractor to advise the COR.

ATTACHMENT 2 (contd)

Upon approval of the final draft, deliverables will be submitted in final form to the COR. All deliverables shall be delivered to the COR in both hard copy and electronic format, which will be determined upon contract award.

VII. KEY PERSONNEL

Key personnel will be identified in each individual BPA call.

IX. GOVERNMENT-FURNISHED EQUIPMENT / INFORMATION

As specified by individual BPA calls, the government will typically furnish workspace and other appropriate furnishings, computer hardware and software, telephones and other material appropriate to the performance of tasks. All government provided furniture; equipment and information shall remain in the custody of the government, unless otherwise specified in a BPA Call.

X. PERIOD OF PERFORMANCE

This BPA is for one (1) base year, which will commence within two weeks of date of award. This BPA will also have four (4), additional 1-year options, which may or may not be exercised by the Government.

BPA Calls may be issued during the BPA period of performance. BPA Calls will have their own period of performance, as will be specified within the call. BPA Calls may be issued for a period that extends beyond one year of the BPA, as long as it is issued during the active period of the BPA, and as long as the overarching GSA Schedule contract is active.

XI. STANDARD WORK HOURS

The following information is provided to clarify the expectations of the Contractor on administrative and personnel issues that they may experience when contracting with the Department. This list is not meant to be all-inclusive, but rather indicative of some of the issues potentially facing the Contractor.

a. Hours and location: The Contractor shall perform the tasks established in a Task Order during normal working hours principally from a Government-provided location or from a remote location if agreed to be the Government. Normal working hours shall be between 8am and 5pm, unless a different schedule is approved by the COR.

b. Overtime: The Government may require overtime to meet specific requirements. The Contractor shall on occasion, work other than normal hours to meet the Task Order’s requirements. Some tasks may require support during federal holiday, evenings or weekends. All overtime must be approved in writing by the CO.

c. Travel: Contractor personnel may travel on occasion, at the Government’s expense, to attend conferences, attend or conduct training sessions, or participate in client meetings in accordance with

PAGE 22 OF 55 SA1301-13-RQ-0003

Federal travel regulations and requirements. All travel, however, must be pre-approved and authorized by the Contracting Officer Representative (COR).

d. Workforce Management: The Contractor shall manage its workforce to account for any planned or unplanned absence of assigned personnel such that all required work is performed satisfactorily and on time.

ATTACHMENT 2 (contd)

e. Transition: The Contractor shall cooperate with successive contractors or Government personnel to complete a transition of responsibilities with minimal impact at the end of this contract.

f. Government Furnished Equipment (GFE): DOC will provide the Contractor access to a personal computer, email addresses, telephone and appropriate electronic repositories of relevant documents for review and analysis as appropriate to complete the assigned tasks and office space located at the Herbert C. Hoover Building in Washington, D.C.

g. Continuity of Operations Plan (COOP): The Contractor shall have COOP plan in place that documents the strategy and plan to effectively minimize downtimes in case of emergency, while providing the highest level of services until normal operations fully resume and to facilitate the recovery and resumption process. Upon request that Contractor shall submit the strategy to the Government for review.

XII. PLACE OF PERFORMANCE

All work is to be performed at the Department of Commerce (DOC), Herbert C. Hoover Building (HCHB) located at 1401 Constitution Avenue, NW Washington, District of Columbia 20230. There may be occasions where the Contractor may need to attend meetings, conferences, or training at other DOC locations as directed by the Contracting Officer’s Representative (COR).

(a) Working at an alternate site is allowed for this contract as approved on a case-by-case basis by the

COR.

(b) Telework: The Contractor is authorized to enable contractor staff to telework when onsite presence is not required as determined by the COR. The Contractor shall provide adequate oversight of work products to ensure contract adherence. Contractors shall have formal telework policies in place if telework is employed. Telework arrangements on individual task orders may commence with Contracting Officer (CO) and Contracting Officer’s Representative (COR) approval under the following:

1. Teleworking on the part of the company is voluntary.

2. Telework shall not result in an increase in contract price.

3. The Contractor is responsible for continuity of performance in accordance with the terms of the contract.

4. Requests to telework shall be approved by the Contracting Officer Representative (COR).

Telework shall not exceed 4 days per month, unless approved by the COR and CO.

5. Any equipment provided by the Government for telework purposes will be treated as Government Furnished Equipment and guidelines in Controls for Government Property and Guidance on Removing Government Property from CDC Facilities shall be followed.

6. The Contractor must have a telework policy in place that documents policy, procedures and requirements for employees approved to telework. Upon request the Contractor shall submit the company’s Telework Policy to the Government for review.

PAGE 23 OF 55 SA1301-13-RQ-0003

XIII. SECURITY REQUIREMENTS

As specified by individual BPA calls, security clearances may be required. Clearances are issued by the Defense Security Service commensurate with the level of access required, prior to BPA call performance.

ATTACHMENT 2 (contd)

All DD Form 254 for contracts/subcontracts shall be forwarded to Department of Commerce, Office of Security for certification prior to issuance to the subcontractor.

XIV. FUNDING

This BPA will be funded by issuing a call(s).

XV. INVOICE APPROVAL

The COR must approve all invoices before submission for payment.

PAGE 24 OF 55 SA1301-13-RQ-0003

SECTION I

CONTRACT CLAUSES

I. 1 Clauses

ATTACHMENT 3

ADDITIONAL TERMS AND CONDITIONS

I. SCHEDULE OF SERVICES

a. DESCRIPTION OF SERVICES

The Contractor shall furnish program management services, as defined in the Statement of Work. In furnishing these services, the Contractor shall provide all necessary management, supervision, personnel, materials, supplies and equipment except as otherwise indicated, and shall plan, schedule, coordinate and ensure effective performance of, and conformance to, all aspects of the Statement of Work contained herein, and in the BPA calls.

b. CONTRACT TYPE

Services shall be furnished via Blanket Purchase Agreement (BPA) at the fixed hourly rates or for firm fixed prices that are established on the basis of the fixed hourly rates. Resultant calls under this BPA may be Labor Hour, Time and Material, or Firm Fixed Price type.

c. BPA CEILING

The total amount for all BPA Calls awarded under this BPA shall not exceed $100,000,000.

II. PACKING AND MARKING

a. PAYMENT OF POSTAGE AND FEES

All postage and fees related to submitting information, including forms, reports, etc., to the Contracting Officer or the Contracting Officer's Technical Representative shall be paid by the Contractor.

b. MARKING

All information submitted to the Contracting Officer or the Contracting Officer's Technical Representative shall clearly indicate the BPA and call number for which the information is being submitted.

III. CONTRACTOR'S RESPONSIBILITY

The Contractor shall provide for supervision, inspection and monitoring of all work performed to ensure compliance with the BPA requirements. The results of inspections conducted shall be documented in an inspection report for submission to the Government. The Contractor shall follow through to ensure that all Government and Contractor identified defects or omissions in the BPA requirements are corrected.

PAGE 25 OF 55 SA1301-13-RQ-0003

ATTACHMENT 3 (Contd)

IV. DELIVERIES OR PERFORMANCE

a. TERM OF BPA

Performance will commence within two weeks of date of BPA. The full term of the BPA will be five (5) years with a base period of one year and four additional ordering periods of one year, each with fixed unit prices as quoted on the Pricing Schedule. The Contractor shall be given notice to proceed on individual calls against the BPA and shall provide all contractual services, subject to the availability of appropriations if applicable, (see the Clause FAR 52.232-18, “Availability of Funds” (APR 1984)), throughout the term of the BPA.

Work under this BPA is expected to commence on or about July 1, 2013. Performance periods shall be one year each and are anticipated to be as follows:

Base Period: July 1, 2013 – September 30, 2013

Option Year 1: October 1, 2013 – September 30, 2014

Option Year 2: October 1, 2014 – September 30, 2015

Option Year 3: October 1, 2015 – September 30, 2016

Option Year 4: October 1, 2016 – September 30, 2017

b. OPTION TO EXTEND SERVICES

If it is determined by the Government that, for administrative, technical, legal, or other reasons, award of a successor BPA or contract cannot be made on a timely basis, the Government shall have the unilateral option of extending the services of this BPA. Such notice of intent to extend service shall be given to the Contractor in writing at the earliest possible time, but not less than 15 days prior to the BPA expiration date (see FAR clause 52.217-8, “Option to Extend Services” contained within the BPA). It is understood that exercise of this option will be only for sufficient time to complete award and/or give notice to proceed to the follow-on Contractor and that extension of service shall in no event exceed six months. The prices to be paid during the extension period shall be established in accordance with contractor’s GSA MOBIS Schedule contract rates.

V. CONTRACT ADMINISTRATION DATA

a. SUBMISSION OF INVOICES - Invoices shall be submitted as specified within the BPA Calls.

b. PAYMENTS

(1) Payment will be made on a calendar month basis in arrears upon submission of an invoice.