Solicitation - N0024426RS005.pdf

SECTION

15A. NAME AND

ADDRESS

OF OFFEROR

SOLICITATION, OFFER, AND AWARD 1. This Contract is a Rated Order under the Defense Priorities and Allocations System (DPAS) - Code of Federal Regulations - at 15 CFR 700.

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

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

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision Number 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. EMAIL ADDRESS

11. TABLE OF CONTENTS

(X) DESCRIPTION PAGE(S) (X) SECTION PAGE(S)DESCRIPTION

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause Number 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

DATEAMENDMENT NUMBERAMENDMENT NUMBER DATE

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

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

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

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION UNDER THE

UNITED STATES CODE AT:

10 U.S.C. 3204(a) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 12/2022)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB) INVITATION FOR BID

NEGOTIATED (RFP) REQUEST FOR

PROPOSAL

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

Created On:

17 Feb 2026, 21:28 PM Greenwich Mean Time

Section A - Solicitation/Contract Form

Financial Analysis and Audit Remediation Support

ONLY SEAPORT MAC HOLDERS are eligible for award. This effort has previously been posted within the Seaport NxG portal. RESPONSES MUST BE SUBMITTED VIA THE PIEE SOLICITATION MODULE.

The resulting task order shall be awarded as a competitive Women-Owned Small Business (WOSB) set-aside task order within SeaPort NxG. Offers are solicited from, and the award resulting from this solicitation will only be made to concerns eligible under the WOSB Program in accordance with FAR 52.219-30.

The incumbent for this requirement is Strategic Ironclad Technology Services LLC (N00178-19-D-7892). In order to properly staff the evaluation process, all prime contractors who anticipate submitting a proposal are encouraged to send an email to michelle.a.muniz.civ@us.navy.mil and jason.a.pelle.civ@us.navy.mil two days prior to solicitation closing advising the Government of their intent to submit a proposal.

N0024426RS005

Section B - Supplies or Services & Prices or Costs

Additional Information/Notes

Item Supplies/Service Quantity Unit Unit Price Amount

1000 Command Financial Analysis Support Base Period Labor

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Command Financial Analysis Support Option Period 1 Labor

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Command Financial Analysis Support Option Period 2 Labor

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Command Financial Analysis Support Option Period 3 Labor

Pricing Arrangement: Firm Fixed Price

12 Months

Option Line Item

Command Financial Analysis Support Option Period 4 Labor

Pricing Arrangement: Firm Fixed Price

12 Months

3000 Travel for CLIN 1000

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Travel for CLIN 1001

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Travel for CLIN 1002

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Travel for CLIN 1003

Pricing Arrangement: Cost No Fee

1 Lot

Option Line Item

Travel for CLIN 1004

Pricing Arrangement: Cost No Fee

1 Lot

Section C - Description/Specifications/Statement of Work

Financial Analysis and Audit Remediation Support

In Support of

Commander Naval Surface Forces, U.S. Pacific Fleet

Naval Base Coronado, San Diego, CA

Part 1

General Information

1. : This is a non-personal services contract to provide financial analysis, audit readiness, system support, and training services General in support of Commander Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC; a.k.a. CNSP) located at Naval Base Coronado, San Diego, CA. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 : The contractor shall provide non-personal services necessary to perform Financial Analysis, Description of Services/Introduction Audit readiness, System support, and Training services as defined in this Performance Work Statement. The contractor shall perform to the standards in this contract.

1.2 : The Commander, Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC), a Naval Type Commander Background (TYCOM), and an echelon III command, is under the administrative and operational command of Commander, U.S. Pacific Fleet (COMPACFLT). The COMNAVSURFPAC (CNSP) Comptroller has the responsibility for the oversight, analysis, execution, and overall management of the CNSP Financial Analysis, Audit readiness, System support, and Training services program. The Contractor shall provide comprehensive financial analysis, audit remediation, system support, and training services to Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. This encompasses a wide array of functions crucial for maintaining financial integrity and operational efficiency across the surface forces.

1.3 : The contractor shall provide services and functions described herein to assure effective and efficient operation of the Objective CNSP Financial Management Program.

1.4 : The Contractor shall provide comprehensive financial analysis, audit remediation, system support, and training services to Scope Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. This encompasses a wide array of functions crucial for maintaining financial integrity and operational efficiency across the surface forces.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years. The Period of Performance (POP) reads as follows:

POP START DATE END DATE

Base Year 09-Mar-2026 08-Mar-2027

Option Year 1 09-Mar-2027 08-Mar-2028

Option Year 2 09-Mar-2028 08-Mar-2029

Option Year 3 09-Mar-2029 08-Mar-2030

Option Year 4 09-Mar-2030 08-Mar-2031

1.6 General Information

1.6.1 : The contractor shall develop and maintain an effective quality control program to ensure services are performed Quality Control in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor's quality control program is the means by which they assure themselves that the work complies with the requirement of the contract. The QCP is to be delivered within 30 days after contract award subject to approval by the Contracting Officer Representative (COR). (See Section L for QCP required content).

1.6.2 : The government shall evaluate the contractor's performance under this contract in accordance with the Quality Assurance Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 : The contractor is not required to perform services on federal holidays. Recognized Holidays

New Year's Day Labor Day

Martin Luther King Jr.'s Birthday Columbus Day

President's Day Veteran's Day

Memorial Day Thanksgiving Day

Juneteenth Christmas Day

Independence Day

1.6.4 : The contractor is responsible for conducting business between the hours of 0630 to 1700 with core hours 0900-1500, Hours of Operation Monday through Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 : The work to be performed under this contract will be performed at Place of Performance COMNAVSURFPAC, Comptroller Office, Code N00F, Building 11, 2841 Rendova Road, Naval Base Coronado, San Diego, CA 92155.

1.6.6 Dress Code: Contractor employees are expected to adhere to a professional dress code that reflects the stature and reputation of a three-star admiral command. As representatives of this distinguished leadership, it is essential that attire reflects the highest standards of professionalism, respect, and discipline. In addition, contractor employees should wear clothing appropriate to their assigned task, with particular attention to safety requirements and in accordance with the applicable Occupational Safety and Health Administration (OSHA) regulations.

1.6.7 : Contractor employees are required to obtain a government-issued Identification Card/Badge, Identification Card/Badge (CAC) specifically a Common Access Card (CAC), prior to commencing work. Contractor employees must always retain possession of their ID Card while working on government installations. Personnel are subject to challenge and removal from the facility or denial of access to the installation if the ID card is not in their possession. It is the Contractor's responsibility to rigorously enforce this requirement. In the event a Contractor employee loses their ID card, the loss shall be immediately reported to the COR and site Security Manager, who will facilitate the issuance of replacement ID cards. All government-provided ID cards shall be returned to the Government either upon the completion of the contract or upon the termination of employment of individual employees. The Contractor is ultimately responsible for the return of all ID cards issued to their employees.

1.6.8 : This contract will be awarded as Firm Fixed Price.Type of Contract

1.6.9 : Contractor personnel performing work under this contract must obtain a Security Requirements Secret clearance at time of the proposal submission and must maintain the level of security required for the life of the contract. The security requirements are in accordance with the attached

DD254.

1.6.9.1 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.10 The Contractor agrees to attend any post award conference convened by the contracting Post Award Conference/Periodic Progress Meetings:

activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, COR, and other

Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will inform the contractor how the government views the contractor's performance, and the contractor will inform the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.11 : The COR will be identified by a separate letter. The COR monitors all technical Contracting Officer Representative (COR) aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: Assure the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including government drawings, designs, specifications; monitor Contractor's performance and notify both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property;

and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting contract.

1.6.12 : Key personnel are deemed essential to the performance of this effort and cannot be replaced without prior Key Personnel notification to the Government. Offerors are required to provide resumes for the key personnel. Contractor personnel shall be fully capable of performing in an efficient, reliable, and professional manner. The Contractor shall be responsible for employing technically qualified key and non-key personnel to perform the work specified in the Performance Work Statement and technical exhibits. During the contract period of performance, new financial and accounting processes and systems will be identified by the COR with an associated deployment and implementation schedule. The Contractor shall maintain personnel capabilities, skills, and certifications to meet the requirements of an evolving environment.

The Government will evaluate resumes for the Key Personnel labor categories based on the strength of the proposed individual's experience and education. The Government enjoys considerable discretion in evaluating the resumes for Key Personnel. In determining which rating to apply, the Government will favorably consider the extent to which the described experience and education in the resumes .are in-depth, significant, relevant, and recent All key personnel shall be clearly identified in the Staffing Plan.

The Government will also favorably consider the extent to which the described experience and education contribute to successful performance of the PWS and/or the mission. It is within the Technical Evaluation Board's discretion to determine whether the resumes properly demonstrate the knowledge, skills and experience levels required to meet the PWS requirements. Care shall be taken to explain how any experience relates to the key position. Merely stating years of experience, or where the proposed personnel worked, will not be sufficient. Each resume shall be detailed work experience and affirmatively demonstrate how it relates to the PWS.

Key Personnel Labor Categories

Senior III (Program Manager) (x1)Financial Analyst

Financial Analyst III (Accounting Analyst) (x2)

Non-Key Personnel Labor Categories

Financial Analyst III (x2)

Financial Analyst II (x2)

The following personnel are considered key personnel by the government

1 (x1) - will perform Lead Financial Program Analyst functions. The Lead Financial Program Analyst . Senior Financial Analyst III will be responsible for the performance of the work and have full authority to act for the contractor on all contract matters relating to the daily operation of this contract.

Security Clearance:

"Secret" level clearance at the time of award.

Education:

Contractor personnel shall have bachelor's degree in accounting, finance, or business from an accredited United States college or university and minimum of 5 years of relevant experience.

Experience Description:

The following is a detailed description of the labor category experience that in the judgment of the Navy is required to successfully perform this effort. The Government will evaluate resumes based on the strength of the proposed individual's experience and rate the resume accordingly.

Recent experience as a Lead Financial Program Analyst. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives.

Recent Lead Financial Program Analyst experience includes generating regular and ad-hoc financial reports utilizing Navy Enterprise Resource Planning (N-ERP), Defense Travel System (DTS), Wide Area Workflow (WAWF), Advana, Jupiter, Microsoft Access databases, Excel, and Power BI. This role involves performing in-depth variance analysis to identify and explain budget deviations while recommending corrective actions, reviewing contract compliance to minimize financial risks, and providing continuous support to program managers for budget development, cost tracking, and financial reporting. Additionally, experience encompasses supporting command feeder systems and key NAVY ERP modules, ensuring thorough financial documentation and audit readiness.

Experience utilizing financial and business process expertise includes developing comprehensive training strategies to sustain an effective N-ERP training program and creating or updating SOPs, desk guides, learning aids, and other documentation for stakeholders and end users. Responsibilities also include trial balance reconciliation, generating reports from multiple financial systems, identifying variances between feeder systems and N-ERP, and reporting on abnormal balance resolution efforts. Administrative duties such as scheduling meetings, preparing agendas, briefing materials, managing action items and meeting minutes further supporting program management and compliance efforts.

Minimum of five years of recent experience. The Navy considers "recent" experience to be experience acquired within the last two years.

2. Financial Analyst III (x2)

Security Clearance:

"Secret" level clearance at the time of award.

Education:

Bachelor's degree in accounting, finance, business or minimum of 5 years of recent financial/audit experience.

Experience Description:

The Government will evaluate resumes to ensure that the minimum education requirements and/or recent experience are met. In addition, the Government will evaluate resumes based on the strength of the proposed individual's experience and rate the resume accordingly.

Recent Financial Management Analyst experience includes active participation in Business Process Improvement (BPI) initiatives to standardize and enhance financial management processes in preparation for independent audits. Responsibilities encompass comprehensive support to meet Internal Review Manual (IRM) and comptroller objectives, managing audit response activities for Navy, coordinating Samples and Findings Questions (FQs), and overseeing the tracking and timely closure of Corrective Action Plans (CAPs). The role also involves leading discussions with Subject Matter Experts (SMEs) on Business Process Narratives (BPN) and Standard Operating Procedures (SOPs), developing standardized financial policies, conducting sustainment testing of internal controls, and performing deep-dive analysis of Unliquidated and Undelivered Orders to support financial sustainment efforts.

Experience utilizing financial systems and methodologies includes developing and implementing Internal Control Review (ICR) testing programs and supporting all ICR requirements in coordination with AU Points of Contact (POCs). Expertise in Jupiter, supports Budget Execution Validation (BEV), CERMC, FERMC, and 'One FM' metrics. Serves as a primary liaison for audit responses, data calls, and compliance inspections, supports preparation for command certifications and Command Readiness Assessment Visits (CRAV), and ensures audit readiness through thorough documentation, internal checks, and adherence to standards and regulations This travel is primarily anticipated in support of audit and training activities. All travel shall be coordinated with the Contracting Officer's Representative (COR) and must receive explicit approval prior to commencement.

6.2 Travel Frequency and Duration: It is estimated that travel shall not exceed four times per year. The duration of each travel event is anticipated to be approximately five days, i.e., Norfolk to San Diego/San Diego to Washington D.C.

6.3 Reimbursement : All estimated travel shall proceed in strict accordance with the Joint Federal Travel Regulations (JFTR) and shall be reimbursed accordingly. Travel expenses shall be invoiced to the Government on an as-incurred basis, and only valid costs as identified in the JFTR shall be eligible for reimbursement.

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard Performance Threshold Primary Responsible FTE Role(s)

Method of Surveillance

Monthly Management Report

Analysis/summarization of contract expenditure rate, identification of issues needing government resolution, and task summarization for TYCOM Comptrollers.

Zero deviation from standard.

Must be delivered monthly by the 15th of each month.

All FTEs (coordinated)

Periodic Surveillance

Monthly CNSP Financial Analysis Support Status Report

Monthly report on CNSP's Financial Analysis Support status, including expenditure rate, issues for government resolution, and task summary.

Zero deviation from standard.

Must be delivered monthly by the 15th of each month

Contractor Manpower Training and Reporting

Periodic Surveillance

Audit Response Documentation

Samples, PBCs, and FQs responses for Navy & PACFLT audits and results of submissions.

Zero deviation from standard.

All documents must be accurate and delivered as directed by the audit schedule.

Accounting Analyst

100% Inspection

CAPs and Milestone Tracking Reports

Reports tracking progress and completion of Corrective Action Plans and milestones.

Zero deviation from standard.

Must be delivered as directed by the Government Lead.

Accounting Analyst

COR

Inspection /Review

BPN/SOPs and AU Review Documentation

Reviewed and updated Business Process Narratives, Standard Operating Procedures, and Audit Unit documentation.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst, Data-tech Analyst /Tech Writer

COR

Inspection /Review

USPACFLT/IRM

Statement of Assurances (SOAs)

Support PACFLT in submission of their SOAs for ICOR-O/ICOR-FR.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

Financial Control Testing Reports

Procedures, results, and best practice recommendations from financial control testing.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

CUEC

Development and Evaluation Reports

Report on developed and evaluated Controls under Effectiveness and Compliance.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

NFR Responses and Milestones Documentation

Responses to Notices of Finding and Recommendation, with incorporated milestones.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

Sustainment Analysis Reports (ULOs, UDOs)

Research and deep-dive analysis reports for unliquidated orders, and undelivered orders.

Zero deviation from standard.

Must be delivered as requested.

Accounting Analyst

COR

Inspection /Review

CNSP ICR

Testing Program Documentation

Documentation and results of the CNSP Internal Control Review testing program.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

KSD Packages and Remediation Efforts

Key Supporting Document packages and associated remediation efforts.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst COR

Inspection /Review

Risk Identification Reports

Reports to identify significant risks with proposed solutions-based corrective actions.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

Valuation Assessment Reports

Assessments for valuation and support for ongoing N00F tasks.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

PACFLT Semi- Annual DOA

/DD577

Certification Support

Documentation supporting PACFLT Semi- Annual DOA/DD577 Certification with GCPC & BEV KSD Required samples.

Zero deviation from standard.

Must be delivered as directed.

Accounting Analyst

COR

Inspection /Review

Training Curricula and Materials

DoN Lean Six Sigma Green Belt, "Get Real Get Better," metrics, audit, Navy ERP, etc.

Zero deviation from standard.

Materials must be accurate and delivered as needed.

Training FTEs, Data-tech Analyst/Tech Writer

COR

Inspection /Review

Training Attendance and Completion Records

Records of personnel attendance and completion for all provided training.

Zero deviation from standard.

Records must be complete and accurate

Training FTEs Periodic Surveillance

Navy ERP Training Materials

Specific training materials and user guides for Navy ERP.

Zero deviation from standard.

Materials must be accurate and delivered as needed.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

SOPs and Process Guidance Documentation

Standard Operating Procedures and process guidance related to CNSP's financial systems.

Zero deviation from standard.

Materials must be accurate and delivered as needed.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

Software Development /Document /Testing /Integration Docs

Documentation for enhancements to financial systems budget exhibits.

Zero deviation from standard.

Must be delivered as enhancements occur.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

Customized Reports/Templates

Designed, tested, and provided customized reports/templates.

Zero deviation from standard.

Must be delivered as requested.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

Shipboard Financial User's Manuals /Instructions

Standardized shipboard financial user's manuals and instructions.

Zero deviation from standard.

Must be delivered as needed.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

SharePoint Management Documentation

Documentation of N00F SharePoint structure, mapping, and resource maintenance.

Zero deviation from standard.

Must be delivered as needed.

Data-tech Analyst/Tech Writer

COR

Inspection /Review

[JJ1]IGE has only two FTEs travelling.

Requirements The Contractor shall provide comprehensive financial analysis, audit remediation, system support, and training services to Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. This encompasses a wide array of functions crucial for maintaining financial integrity and operational efficiency across the surface forces.

Section D - Packaging and Marking Packing and Marking shall be in accordance with Section D of the Seaport NxG Multiple Award Contract.

Section E - Inspection and Acceptance

Section F - Deliveries or Performance

Overall Contract Delivery Period

Contractor Destination

Line Item Delivery Schedule Quantity Address and POC

Delivery Period From 06 Mar 2026 to 05 Mar 2027

12 Months Ship To DoDAAC: N53824

COMNAVSURPAC

NAVBASE GATE 40 BLDG 280 DR 11

SAN DIEGO CA USA

Option Line Item

Delivery Period From 06 Mar 2026 to 05 Mar 2027

12 Months Ship To DoDAAC: N53824

COMNAVSURPAC

NAVBASE GATE 40 BLDG 280 DR 11

SAN DIEGO CA USA

Option Line Item

Delivery Period From 06 Mar 2026 to 05 Mar 2027

12 Months Ship To DoDAAC: N53824

COMNAVSURPAC

NAVBASE GATE 40 BLDG 280 DR 11

SAN DIEGO CA USA

Option Line Item

Delivery Period From 06 Mar 2026 to 05 Mar 2027

12 Months Ship To DoDAAC: N53824

COMNAVSURPAC

NAVBASE GATE 40 BLDG 280 DR 11

SAN DIEGO CA USA

Option Line Item

Delivery Period From 06 Mar 2026 to 05 Mar 2027

12 Months Ship To DoDAAC: N53824

COMNAVSURPAC

NAVBASE GATE 40 BLDG 280 DR 11

SAN DIEGO CA USA

Section G - Contract Administration Data

CONTRACT ADMINISTRATION

The NAVSUP Fleet Logistics Center San Diego will retain post award administration of this Contract. Contact the Contract Specialist if any post award delivery delays, performance problems, or other issues arise during the performance of this order.

Contracting Officer:

Michael Luu, 619-556-5905 michael.t.luu.civ@us.navy.mil

Contract Specialist:

Michelle Muniz, 619-556-5529 michelle.a.muniz.civ@us.navy.mil

The Contractor and the Customer are hereby advised that any requests for changes must be submitted in writing to the Contracting Officer, who is authorized to issue written changes/modifications under this contract.

Contracting Officer's Representative:

TBD

CONTRACTOR POINT OF CONTACT:

TBD

METHOD OF INVOICING: Invoices for materials/services rendered shall be submitted electronically through Wide Area Work Flow (WAWF) IAW

DFARS 252.232-7003.

DO NOT SEND INVOICES TO THE NAVSUP FLC SAN DIEGO CONTRACTING DEPARTMENT PAYMENT: The Government anticipates paying fully certified invoices on a Net 30-day basis. Distribution of payment will be made by Electronic Funds Transfer (EFT) to the contractors account established in the System for Award Management (SAM) database. It is the responsibility of the contractor to review such accounts to ensure that payment has been reviewed.

***NOTE***

Partial payment for deliveries of material are hereby authorized upon complete inspection and acceptance by the Government for the partial delivery of material specified under this purchase order.

SALES TAX EXEMPTION: The Contractor is hereby advised that the United States Government and Agencies are exempt from State and Local Government Tax by virtue of Article 6 of the United States Constitution. No exemption certificate is required.

CONTRACT ADMINISTRATION PLAN (CAP)FOR FIXED PRICE CONTRACTS

In order to expedite the administration of this contract, the following delineation of duties is provided. The names, addresses and phone numbers for these offices or individuals are included elsewhere in the contract award document. The office or individual designated as having responsibility should be contacted for any questions, clarifications, or information regarding the administration function assigned.

1. The Procuring Contract Office (PCO) is responsible for:

a. All pre-award duties such as solicitation, negotiation and award of contracts.

b. Any information or questions during the pre-award stage of the procurement.

c. Freedom of Information inquiries.

d. Changes in contract terms and/or conditions.

e. Post award conference.

2. The Contract Administration Office (CAO) is responsible for matters specified in the FAR 42.302 and DFARS 42.302 except those areas otherwise designated as the responsibility of the Contracting Officer's Representative (COR) or someone else herein.

3. The paying office is responsible for making payment of proper invoices after acceptance is documented.

4. The Contracting Officer's Representative (COR) is responsible for interface with the contractor and performance of duties such as those set forth below. It is emphasized that only the PCO/CAO has the authority to modify the terms of the contract. In no event will any understanding, agreement, modification, change order, or other matter deviating from the terms of the basic contract between the contractor and any other person be effective or binding on the Government. If in the opinion of the contractor an effort outside the scope of the contract is requested, the contractor shall promptly notify the PCO in writing. No action may be taken by the contractor unless the PCO or CAO has issued a contractual change. The COR duties are as follows:

a. Technical Interface

(1) The COR is responsible for all Government technical interface concerning the contractor and furnishing technical instructions to the contractor.

These instructions may include: technical advice/recommendations/clarifications of specific details relating to technical aspects of contract requirements; milestones to be met within the general terms of the contract or specific subtasks of the contract; or, any other interface of a technical nature necessary for the contractor to perform the work specified in the contract. The COR is the point of contact through whom the contractor can relay questions and problems of a technical nature to the PCO.

(2) The COR is prohibited from issuing any instruction which would constitute a contractual change. The COR shall not instruct the contractor how to perform. If there is any doubt whether technical instructions contemplated fall within the scope of work, contact the PCO for guidance before transmitting the instructions to the contractor.

b. Contract Surveillance

(1) The COR shall monitor the contractor's performance and progress under the contract. In performing contract surveillance duties, the COR should exercise extreme care to ensure that he/she does not cross the line of personal services. The COR must be able to distinguish between surveillance (which is proper and necessary) and supervision (which is not permitted). Surveillance becomes supervision when you go beyond enforcing the terms of the contract. If the contractor is directed to perform the contract services in a specific manner, the line is being crossed. In such a situation, the COR's actions would be equivalent to using the contractor's personnel as if they were government employees and would constitute transforming the contract into one for personal services.

(2) The COR shall monitor contractor performance to see that inefficient or wasteful methods are not being used. If such practices are observed, the COR is responsible for taking reasonable and timely action to alert the contractor and the PCO to the situation.

(3) The COR will take timely action to alert the PCO to any potential performance problems. If performance schedule slippage is detected, the COR should determine the factors causing the delay and report them to the PCO, along with the contractor's proposed actions to eliminate or overcome these factors and recover the slippage. Once a recovery plan has been put in place, the COR is responsible for monitoring the recovery and keeping the PCO advised of progress.

(4) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a Contractor Performance Assessment Report (CPAR) in the CPARS Automated Information System (AIS). The initial CPAR, under an eligible contract, must reflect evaluation of at least 180 days of contractor performance. The completed CPAR, including contractor comments if any, (NOTE:

contractors are allowed 30 days to input their comments) should be available in the CPARS AIS for reviewing official (PCO) review no later than 270 days after start of contract performance. Subsequent CPARs covering any contract option periods should be ready at 1-year intervals thereafter.

c. Invoice Review and Approval/Inspection and Acceptance

(1) The COR is responsible for quality assurance of services performed and acceptance of the services or deliverables. The COR shall expeditiously review copies of the contractor's invoices or vouchers, certificate of performance and all other supporting documentation to determine the reasonableness of the billing. In making this determination, the COR must take into consideration all documentary information available and any information developed from personal observations.

(2) The COR must indicate either complete or partial concurrence with the contractor's invoice/voucher by executing the applicable certificate of performance furnished by the contractor. The COR must be cognizant of the invoicing procedures and prompt payment due dates detailed elsewhere in the contract.

(3) The COR will provide the PCO and the CAO with copies of acceptance documents such as Certificates of Performance.

(4) The COR shall work with the Contractor to obtain and execute a final invoice no more than 60 days after completion of contract performance. The COR shall ensure that the invoice is clearly marked as a "Final Invoice."

d. Contract Modifications. The COR is responsible for developing the statement of work for change orders or modifications and for preparing an independent government cost estimate of the effort described in the proposed statement of work.

e. Administrative Duties

(1) The COR shall take appropriate action on technical correspondence pertaining to the contract and for maintaining files on each contract. This includes all modifications, government cost estimates, contractor invoices/vouchers, certificates of performance, DD 250 forms and contractor's status reports.

(2) The COR shall maintain files on all correspondence relating to contractor performance, whether satisfactory or unsatisfactory, and on trip reports for all government personnel visiting the contractor's place of business for the purpose of discussing the contract.

(3) The COR must take prompt action to provide the PCO with any contractor or technical code request for change, deviation or waiver, along with any supporting analysis or other required documentation.

f. Government Furnished Property. When government property is to be furnished to the contractor, the COR will take the necessary steps to insure that it is furnished in a timely fashion and in proper condition for use. The COR will maintain adequate records to ensure that property furnished is returned and/or that material has been consumed in the performance of work.

g. Security. The COR is responsible for ensuring that any applicable security requirements are strictly adhered to.

h. Standards of Conduct. The COR is responsible for reading and complying with all applicable agency standards of conduct and conflict of interest instructions.

i. Written Report/Contract Completion Statement.

(1) The COR is responsible for timely preparation and submission to the PCO, of a written, annual evaluation of the contractors performance. The report shall be submitted within 30 days prior to the exercise of any contract option and 60 days after contract completion. The report shall include a written statement that services were received in accordance with the Contract terms and that the contract is now available for close-out. The report shall also include a statement as to the use made of any deliverables furnished by the contractor.

(2) If the Contractor Performance Assessment Reporting System (CPARS) is applicable to the contract you are responsible for completing a final Contractor Performance Assessment Report (CPAR) in the CPARS with 30 days of contract completion.

(3) The COR is responsible for providing necessary assistance to the Contracting Officer in performing Contract Close-out in accordance with FAR 4.804, Closeout of Contract Files.

5. The Assistant Contracting Officer's Representative (ACOR) or Technical Assistant, if appointed, is responsible for providing routine administration and monitoring assistance to the COR. The ACOR/TA does not have the authority to provide any technical direction or clarification to the contract.

Duties that may be performed by the ACOR/TA are as follows:

a. Identify contractor deficiencies to the COR.

b. Review contract deliverables, recommend acceptance/rejection, and provide the COR with documentation to support the recommendation.

c. Assist in preparing the final report on contractor performance for the applicable contract in accordance with the format and procedures prescribed by the COR.

d. Identify contract noncompliance with reporting requirements to the COR.

e. Review contractor status and progress reports, identify deficiencies to the COR, and provide the COR with recommendations regarding acceptance, rejection, and/or Government technical clarification requests.

f. Review invoices and provide the COR with recommendations to facilitate COR certification of the invoice.

g. Provide the COR with timely input regarding technical clarifications for the statement of work, possible technical direction to provide the contractor, and recommend corrective actions.

h. Provide detailed written reports of any trip, meeting, or conversation to the COR subsequent to any interface between the ACOR/TA and contractor.

Section H - Special Contract Requirements

ORGANIZATIONAL CONFLICT OF INTEREST CLAUSE

(a) Introduction. In accordance with Federal Acquisition Regulations (FAR Part 9.5), both the Contractor and the Contracting Officer have an affirmative duty to identify and mitigate actual and potential organizational conflicts of interest (OCI). The purpose of this clause is to ensure that the Contractor (1) is not biased because of its financial, contractual, organizational, or other interests which relate to the work under this contract, and (2) does not obtain any unfair competitive advantage over other parties by virtue of its performance of this contract.

(b) Scope. The restrictions described herein shall apply to performance or participation by the Contractor, in the activities covered by this clause as a prime contractor, subcontractor, co-sponsor, joint venture, consultant, or in any similar capacity. The financial, contractual, organizational, and other interests of Contractor personnel performing work under this contract shall be deemed to be the interests of the Contractor for the purposes of determining the existence of an Organizational Conflict of Interest.

(c) Definitions.

1. "Contractor" means the firm awarded this contract or task order, its affiliates, joint ventures involving the firm, any entity with which the firm may hereafter merge or affiliate, and any other successor or assignee of the firm;

2. "Offeror" means any firm engaged in, or having a known or prospective interest in, participating as an offeror in response to any solicitation related to or resulting from the procurement;

3. "Affiliates" means employees, agents, or officers of the Contractor, its subsidiaries or parent companies, and first tier subcontractors involved in performance of this contract. For the purpose of this clause, affiliation occurs when a business concern is controlled by or has the power to control another or when a third party has the power to control both;

4. "Interest" means organizational or financial interest;

5. "Term of this task order" means the period of performance of any task order issued with this restriction, including any extensions thereto; and

6. "Contracting Officer" is the warranted Government official signing this contract or task order; he or she will be identified by name and will be signing the contract or task-order provision incorporating this Organizational Conflict of Interest clause.

(d) Warranty Against Existing Conflicts of Interest. The warrant and disclosure requirements of this paragraph apply with full force to both the Contractor and all subcontractors. By submitting a proposal in response to this contract, the Contractor warrants that to the best of the Contractor's knowledge and belief, there are no relevant facts or circumstances which would give rise to an organizational conflict of interest, as defined in FAR Subpart 9.5, and that the Contractor has disclosed all relevant information regarding any actual or potential conflict of interest.

(e) Disclosure of Potential Conflicts of Interest. The Contractor recognizes that during the term of this contract, conditions may change which may give rise to the appearance of a new conflict of interest. The Contractor agrees it shall make an immediate and full disclosure, in writing, to the Contracting Officer of any potential or actual organizational conflict of interest or the existence of any facts that may cause a reasonably prudent person to question the Contractor's impartiality because of the appearance or existence of bias or an unfair competitive advantage. Such disclosure shall include a description of the actions the Contractor has taken or proposes to take in order to avoid, neutralize, or mitigate any resulting conflict of interest.

(f) Contracting Restrictions. The Contractor will have access to business sensitive information, including, but not limited to budget estimates, allocations/appropriations data, project or program cost estimates, and contract cost estimates. To ensure objectivity, the Contractor is precluded from participation in any capacity in Government contractual efforts (solicited or unsolicited) where the information that the Contractor had access to during the course of performance under this contract may give it an unfair advantage in developing a competitive proposal.

Furthermore, the Contractor cannot be a subcontractor or consultant to the prospective offerors with respect to any such contractual efforts. The term of this prohibition shall be effective for the term of this contract.

(g) Access to and use of information.

1. The Contractor agrees, in the performance of this contract, to keep the information furnished by the Government or acquired/developed by the Contractor in performance of the contract and designated by the Contracting Officer or the Contracting Officer's Representative, in the strictest confidence. The Contractor also agrees not to publish or otherwise divulge such information, in whole or in part, in any manner or form, nor to authorize or permit others to do so, taking such reasonable measures as are necessary to restrict access to such information while in the Contractor's possession, to those employees needing such information to perform the work described herein, i.e., on a "need to know" basis. The Contractor agrees to immediately notify the Contracting Officer in writing in the event that the Contractor determines or has reason to suspect a breach of this requirement has occurred.

2. The Contractor shall have each and every employee accessing information that is subject to these restrictions sign a "non-disclosure agreement (NDA)." These NDAs shall be maintained by the Contractor and shall be available for review/submission to the Contracting Officer upon request.

These NDAs must be maintained by the Contractor for the life of the contract plus five-years (5). Before destroying these documents, the Contractor must contact the Contracting Officer for further guidance - these documents may still be documentary evidence to be preserved in the case of litigation. In which case, the documents may have to be maintained in perpetuity. If for some reason, the documents cannot be maintained for the time frames set forth above, the Contractor shall notify the Contracting Officer for further guidance.

3. In addition, the Contractor agrees that to the extent it receives or is given access to proprietary data, data protected by the Privacy Act of 1974 (5 U.

S.C. 552a), or other confidential or privileged technical, business, or financial information under this contract, it shall treat such information in accordance with any restrictions imposed on such information. Contractor agrees to enter into company-to-company agreements to protect another company's information from unauthorized use or disclosure for as long as it is considered proprietary by the other company, and to refrain from using the information for any purpose other than that for which it was furnished. For information purposes, the Contractor shall furnish copies of these agreements to the Contracting Officer. These agreements are not intended to protect information which is available to the Government or to the Contractor from other sources and information furnished voluntarily without restriction.

(h) Remedies. The Contracting Officer may terminate this contract for convenience, in whole or in part, if the Contracting Officer deems such termination necessary to avoid, neutralize or mitigate an actual or apparent organizational conflict of interest.