Solicitation_SP0600-15-R-0408.pdf

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 1449

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. REQUISITION NUMBER PAGE 1 OF 67

2. CONTRACT NUMBER 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER 5. SOLICITATION NUMBER

SP0600-15-R-0408

6. SOLICITATION ISSUE DATE

04/09/2015

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

Terrell Grooms

b. TELEPHONE NUMBER (no collect calls)

703-767-8533

8. OFFER DUE DATE/LOCAL TIME

_04/24/2015_

4:00 PM EDST

9. ISSUED BY CODE SP0600 10. THIS ACQUISITION IS

UNRESTRICTED

SET ASIDE % FOR

11. DELIVERY FOR

FOB DESTINATION

UNLESS BLOCK IS

12.DISCOUNT TERMS

Defense Logistics Agency Energy 8725 John J. Kingman Road, Suite 3827 Buyer/Symbol: DLA Energy – FEAGB Terrell Grooms

SMALL BUSINESS

SMALL DISADV BUSINESS

MARKED

SEE SCHEDULE

NET 30 DAYS

Fort Belvoir, VA 22060 8(A) 13a. THIS CONTRACT IS RATED ORDER UNDER

DPAS (15 CFR 700)

Phone: 703-767-8533 NAICS: 541611 13b. RATING terrell.grooms@dla.mil SIZE STANDARD: 14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE SP0600 16 . ADMINISTERED BY CODE

SEE SCHEDULE SEE BLOCK 9

17a. CONTRACTOR/OFFEROR

CODE

FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE SL4701

TELEPHONE NO. FAX NO:

Defense Finance & Accounting Service-Columbus Center ATTN: DFAS-JAQBAB, P.O. Box 369031 Columbus, OH 43236, Phone: 1-800-756-4571

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

(SEE SECTION B)

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

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-3. FAR 52.212-4 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED. *SCHEDULE OF SUPPLIES AND SOLICITATION PROVISIONS AND CONTRACT CLAUSES ARE ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED.

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _1_

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS AND CONDITIONS

SPECIFIED HEREIN.

29. AWARD OF CONTRACT: REFERENCE _____________ OFFER DATED

____________. 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 31a. UNITED STATES OF AMERICA (Signature of Contracting Officer)

30b. NAME AND TITLE OF SIGNER (Type or Print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or Print)

TONYA BRAILEY-JORDAN

31c. DATE SIGNED

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE

CONTRACT, EXCEPT AS NOTED

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

CORRECT FOR

PARTIAL FINAL

36. PAYMENT 37. CHECK NUMBER

32b. SIGNATURE OF AUTHORIZED GOVT.

REPRESENTATIVE

32c. DATE COMPLETE PARTIAL FINAL

38. S/R ACCOUNT NO. 39. S/R VOUCHER NO. 40. PAID BY

42a. RECEIVED BY (Print) 41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE 42b. RECEIVED AT (Location)

42c. DATE REC’D (YY/MM/DD) 42d. TOTAL

CONTAINERS

Solicitation SP0600-15-R-0408

TABLE OF CONTENTS

REFERENCE SECTION TITLE PAGE

Standard Form 1449 Solicitation/Contract/Order for Commercial Items 1

Table of Contents 2-3

Part I – The Schedule N/A Section A – Solicitation/Contract Form

Section B – Schedule of Services & Price/Cost Offer Information Pricing Sheets 4-5 Section C - Description

C1.1 through C6.2 Performance Work Statement 6-12

Section D – Packaging and Marking 13

Section E Inspection and Acceptance 13

F1.1 through F3.2 Section F Deliverables or Performance 14

G1.1 through G4 Section G Contract Administration Data 15-17

K150 Wide Area Workflow (WAWF) Supplemental Invoice Submission (DLA Energy)(May 2014)

DLAD 52.204-9000 Contractor Personnel Security Requirements (Aug 2014) 17-21 Section H – Special Contract Requirements

H.1 Transition 22 H.2 Government Furnished Information (GFI) 22 H.3 Travel 22 H.4 Security/Privacy Requirements 22 H.5 Key Personnel 23 H.6 Training of Personnel 23 H.7 Contractor Personnel 23 H.8 Organizational Conflict of Interest 23

Part II – Contract Clauses Section I Contract Clauses

FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) 24 FAR 52.212-5 Contract Terms and Conditions Implementing Statutes or

Executive Orders – Commercial Items (March 2015) 24-39

FAR 52.209-7 Information Regarding Responsibility Matters 29 FAR 52.212-2 Evaluation – Commercial Items (Oct 2014) 30 FAR 52.217-8 Option to Extend Services (Nov 1999) 30 FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000) 30

SOURCE SELECTION INFORMATION – See FAR 2.101 and 3.104

FAR 52.219-9 Small Business Subcontracting Plan (Oct 2014) 30-36 FAR 52.232-19 Availability of Funds for the Next Fiscal Year (Apr 1984) 37 FAR 52.243-1 Changes – Fixed Price (Aug 1987) 37 FAR 52.215-9023 Reverse Auction (Oct 2013) 37-39 DFARS 252.201-7000 Contracting Officer’s Representative (Dec 1991) 39 DFARS 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports (Jun 2012) 39-40

I605.03 Confidentiality and Nondisclosure of Nonpublic Information and Conflicts of Interest (DLA Energy Apr 2002

40-41

DLAD 37.103-90 DoD Manpower Reporting Requirements 41-42 DLAD 52.233-9001 Disputes Agreement to Use Alternative Dispute Resolution

(ADR)

Part III – List of Documents, Exhibits, and Other Attachments Section J – List of Attachments 42 Not applicable to this solicitation Part IV – Representation and Instructions Section K – Representations, Certifications, and Other Statements of Offerors or Respondents

FAR 52.209-5 Certification Regarding Responsibility Matters 43-44 DFAR 252.209-7999 Representation by Corporations Regarding an Unpaid

Delinquent Tax Liability or a Felony Conviction under any Federal Law – Fiscal Year 2015 Appropriations (Deviation

2015-000005)(DEC 2014)

FAR 52.212-3 Offeror Representations and Certifications – Commercial Items (Mar 2015)

44-54

K15 Release of Prices (DLA Energy Mar 2009) 54 K33.01 Authorized Negotiators (DLA Energy Apr 2007) 54

Section L – Instructions, Conditions and Notices to Offerors or Respondents

FAR 52.212-1 Instructions to Offerors -- Commercial Items (Apr 2014). 55-62 Past Performance Worksheet

Contractor Performance Data Sheet (CPDS) 58

Section M – Evaluation Factors for Award FAR 52.212-2 Evaluation-Commercial Items 64-67

-END OF SECTION-

SECTION B – SUPPLIES OR SERVICES & PRICES/COSTS

B.1 GENERAL DESCRIPTION

The Government intends to award a contract resulting from this solicitation to the responsible offeror whose proposal represents the best value Tradeoff Source Selection Process after evaluation in accordance with the factors and sub-factors, if applicable, in the solicitation.

The Government intends to evaluate proposals and award a contract without discussions with offerors.

Therefore, the offeror’s initial proposal should contain the offeror’s best terms from a cost or price and technical standpoint. However, the Government reserves the right to conduct discussions if the Contracting Officer later determines them to be necessary.

B.2. Offer Information Pricing Sheets

BASE AND OPTION PERIODS

B.2.1 Base Period is 30 May 2015 to 29 May 2016 CLIN 0001 Contractor’s price for services described in the PWS. Provide labor categories, rates, and hours to complete the base period covering the period beginning ___________ and ending _______________..

Labor Category Hours to complete requirement

Labor Rate per Hour

Total

Base period Price: _____________ B.2.2 First Option Period is 30 May 2016 to 29 May 2017 CLIN 1001 Contractor’s price for services described in the PWS. Provide labor categories, rates, and hours to complete the option period covering the period beginning ___________ and ending _______________.

Labor Category

Hours to complete requirement

Labor Rate per Hour

Total

First Option Period Price: ____________

B.2.3 Second Option Period is 30 May 2017 to 29 May 2018 CLIN 2001 Contractor’s price for services described in the PWS. Provide labor categories, rates, and hours to complete the option period covering the period beginning ___________ and ending _______________.

Labor Category

Hours to complete requirement

Labor Rate per Hour

Total

Second Option Period Price: ______________

B.3 PRICING

Option periods will be exercised at the discretion of the Government and are subject to the availability of funds.

Offeror will provide firm fixed prices for labor categories, along with associated rates, and hours to complete the 12-month base period (CLIN 0001) and two 12-month option periods (CLINS 1001 and 2001).

-END OF SECTION-

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

PERFORMANCE WORK STATEMENT (PWS)

C.1 BACKGROUND

DLA Energy serves within the Defense Logistics Agency (DLA) as a wholesale and retail level distributor of energy generating products to customers throughout the world. DLA Energy’s central mission is to satisfy peace and wartime requirements for refined petroleum products, natural gas, electricity, coal and missile fuels. To accomplish this mission, DLA Energy manages operating and war reserve stocks of jet and naval propulsion fuels, and purchases utility and mobility command fuels by engaging commercial and Government sources of petroleum and related distribution services. The result is the peacetime distribution of approximately 120 million barrels sold of refined petroleum products, $165 million sold of natural gas, $368 million sold of electricity, over $58 million sold of coal and $47 million sold of missile fuels to military and civilian customers located around the world.

Additionally, DLA Energy awards over $45 million contracts for utilities privatization efforts.

In light of this critical mission, DLA Energy and DLA have taken several steps to ensure that the goals, performance metrics, and strategic direction of the organization are aligned with its mission.

The DLA Strategic Management System (SMS) is the DLA governance framework for logistics transformation, strategic measurement, and performance management. DLA SMS includes support of the Agency's Strategic Plan, Enterprise Business Plan, and related performance review and reporting mechanisms, such as the Executive Board (EB), Agency Performance Review (APR), the Strategy Council or similar bodies that may evolve in future DLA governance revisions. In support of the DLA SMS, DLA Energy is revising its Strategic Plan to support the short and long range planning of the DLA Strategic Plan and its organizational goals, performance measures, and strategic initiatives using the DLA methodology. DLA Energy will continue to support the DLA SMS with monthly updates to its strategic initiatives and submissions to the DLA Enterprise Business Plan where appropriate or in a modified format.

C.1.1 Scope. The Government requires the services of a Contractor to assist in DLA strategic planning methodology and procedures outlined in the DLA Governance Process to track and monitor its business processes from a strategic level. In this endeavor, a contractor will:

C.1.1.1 Enhance the capabilities of the DLA Energy-UC Office and provide experienced and knowledgeable support with Strategic Plan implementations and executions in a Government arena.

C.1.1.2 Provide tools and techniques to maintain, update, refine, and track DLA Energy’s Strategic Plan.

C.1.1.3 Have a broad knowledge and understanding of DLA Energy operations, a close familiarity with DLA's strategic tools, processes and understand how this impacts DLA Energy.

C.1.1.4 Infuse business smart and operationally sound process improvements, and help determine the most cost effective and cost efficient processes for supporting the CCMDs and Military Services in their petroleum operations.

C.1.1.5 Provide support to other DLA/DLA Energy forums, such as the Monthly Management Review (MMR) and Agency Performance Review, where performance measurement is required.

C.1.1.6 Provide staff support to the various programs managers within the DLA Energy-UC Office.

C.1.1.7 Assist in the development, implementation and execution of DLA Energy-UC Office initiatives.

C.1.1.8 Perform analytics as necessary to support recommendations related to DLA Energy-UC Office initiatives.

C.1.1.9 Provide support as outlined in the Tasks listed in Section C.4.

C.1.1.10 Have the capability to provide Subject Matter Experts on a short term basis as required for development, implementation and performance measurement of DLA Energy-UC Office initiatives.

C.2. GENERAL INFORMATION

C.2.1 Period of Performance: The period of performance for these tasks shall commence on date of award and conclude twelve (12) months after. The resultant contract shall contain two (2), one (1) year option periods. The total period of performance, pending the exercise of all options and clause 52.217-8 which allows for an extension of up to six months at the same rate as the previous performance period, shall not exceed 42 months. The Government may require the performance of any service within the limits and at rates specified in the resulting contract.

C.2.2 Duty Location: The contractor will be performing the majority of the service off-site, with periodic meetings at DLA Energy, 8725 John J. Kingman Rd. Suite 4943, Fort Belvoir, VA 22060-

C.2.3 Normal Hours of Operation: Contractor’s work hours while working at the Government facilities shall be consistent with the Government working hours with minimum availability from 0800-1600 (local time) on Government workdays. With appropriate advanced approval from the Contracting Officer’s Representative (COR), additional hours of operation outside of these times may be authorized.

C.2.4 Travel: See Section H.3.

C.2.5 Other Direct Costs (ODC): Not anticipated.

C.2.6 Government Furnished Equipment (GFE): DLA Energy will provide data and other information required to complete the requirement. Contractor will be provided a laptop, local area network (LAN) access, software, and material needed to perform this task. The Government will provide copies of, or access to, all required Government directives, publications and documentation and will ensure adequate other resources and information to accomplish tasks. Except for those items specifically stated to be Government furnished, the Contractor shall furnish everything required to perform the services in this

PWS.

Any documents and technical data provided to the Contractor during the execution of this service are considered confidential and shall not become property of the Contractor, unless specifically authorized by DLA Energy. A non-disclosure agreement is required.

C.2.7 Type of Contract: The Government anticipates award of a Firm-Fixed Price contract. The firm-fixed price contract provides for a price that is not subject to any adjustment on the basis of the contractor’s cost experience in performing the contract. This contract type places upon the contractor maximum risk and full responsibility for all costs and resulting profit or loss. It provides maximum incentive for the contractor to control costs and perform effectively and imposes a minimum administrative burden upon the contracting parties

C.2.8 Invoice Instructions: See Section G.

C.3. REQUIREMENTS THE CONTRACTOR SHALL MEET

DLA Energy has a requirement for consulting and technical support to assist in management of the DLA Energy Strategic Plan, performance measurement, metric development and reporting for DLA Energy and DLA strategic and performance management forums.

Key Labor Categories:

Personnel:

Program Management:

Skill set required:

1. DLA Energy Program Management (PM) experience required (Similar DoD or Agency Level PM experience may be acceptable)

2. Industry approved PM certification

3. Demonstrated skills and experience of compiling reports, metrics data, and other administrative functions; and shall have experience in building and maintaining effective working relationships with a wide array of government personnel and organizations. 3 years minimum.

4. Speak, read and write the English language fluently at the college graduate level.

5. Possess a Bachelor’s degree from an accredited four year academic institution.

(Masters level preferred).

Analyst Skill set required:

1. SharePoint expertise, 3 years minimum

2. SAP Dashboarding expertise, 2 years minimum

3. Microsoft Office expertise, 5 years minimum

4. Performance measurement expertise, 3 years minimum

5. Metric development and reporting expertise, 2 years minimum

6. Strategic Planning expertise, 2 years experience required at the Agency Level

7. Experience working with DLA Energy or the DoD fuel community, 2 years minimum

8. Demonstrated skills and experience of compiling reports, metrics data, and other administrative functions; and shall have experience in building and maintaining effective working relationships with a wide array of government personnel and organizations. 3 years minimum.

9. Speak, read and write the English language fluently at the college graduate level.

10. Possess a Bachelor’s degree from an accredited four year academic institution.

(Masters level preferred).

C.3.1 Resumes must be provided for key personnel that will be utilized during requirement performance.

C.3.2 The contractor shall make no substitution of key personnel unless the substitution is necessitated by illness, death, or termination of employment. The contractor shall notify the Contracting Officer and COR within three business days after the occurrence of such an event and provide a detailed explanation of the circumstances necessitating the proposed substitution, complete resume for the proposed substitute and any additional information requested by the COR. Proposed substitute must have comparable qualifications to those of the person being replaced. The Contracting Officer will notify the contractor of the acceptability of the substitute(s) within five business days after receipt of all requested information.

C.3.3 If the Contracting Officer determines that (1) suitable and timely replacement of key personnel who have been reassigned, terminated or have otherwise become unavailable for the contract work is not reasonably forthcoming or (2) the resultant substitution would be so substantial to impair the successful completion of the contract in accordance with the proposal accepted by the Government at the time of contract award; the Contracting Officer may (1) terminate the contract for cause/default or for the convenience of the Government, as appropriate or (2) at his/her discretion, if the Contracting officer finds the contractor at fault for the condition, equitably adjust the contract price downward to compensate the Government for any resultant delay, loss or damages.

C.4. TASKS

C.4.1 Task 1

The review and further implementation of DLA Energy’s Strategic Plan to include expertise in the strategic planning methodology and performance measurement in DLA Energy.

C.4.1.1 The contractor, working in conjunction with DLA Energy directors and the Command Administration Support Branch, will validate and/or continue the cascading or redefinition of the current DLA Strategic Plan strategies, objectives, performance measures, targets and initiatives, to include approach and milestones for DLA Energy, for approval by the Chief, Internal Operations Support Division. Contractor support will consist of meetings with key DLA Energy leadership, DLA Energy strategic development team, and key measurement and target personnel to review current and potential new strategies, objectives, performance measures and targets. The contractor shall also assist in the development of metrics for a variety of DLA Energy /DLA forums, to include the DLA Agency Performance Review (APR), internal Monthly Management Reviews (MMR), Enterprise Business Plan reviews, Culture Surveys and any other future metrics developed by DLA governance bodies responsible for strategic planning and performance measurement.

C.4.1.2 Contractor support will work with the DLA Energy Command Administration Support Branch, or its successor, to validate and/or redefine current strategic initiatives and ensure appropriateness of strategies with the overall strategic direction. Initiative review/development will consist of stakeholder identification, approach and project plan development, and the allocation of resources for funding.

Ensure strategic model is in line with the Office of the Secretary of Defense (OSD) and the Department of Defense (DoD) models and revise as necessary to reflect mission and strategy based management system.

C.4.1.3 Contractor support is required to validate communication plans by coordinating with the DLA Energy Public Affairs Office (PAO), to ensure employee awareness, understanding, acceptance and commitment to the DLA Energy and DLA strategic goals and objectives. Work, in conjunction with Business Unit (BU) leaders and the DLA Energy Command Administration Support Branch, will develop repetitive communications for potential use in multiple mediums and communication channels to reinforce the strategic concepts and direction. The task will also include evaluating the effectiveness of the communication through surveys and reports.

C.4.2 Task 2

Updating and finalizing DLA Energy’s Strategic Plan used to track the progress of the organization through metrics or performance to plan, relative to strategic goals and initiatives.

C.4.2.1 The contactor shall support the development/refinement of metrics and metric systems, not only for the Strategic Plan but also for the DLA Agency Performance Review (APR), internal Monthly Management Reviews (MMR), Enterprise Business Plan reviews, Culture Surveys and any other future metric developed by DLA governance bodies or as required by the DLA Energy Commander and DLA Director. Currently, these include the DLA Energy Monthly Management Review (MMR) and DLA executive reviews at the DLA Executive Board. These metrics may be strategically based to support the management metrics, which help DLA Energy manage operations more effectively and efficiently.

Metrics must be vetted throughout DLA Energy and will be reported on a quarterly or monthly basis.

C.4.2.2 Contractor support will consist of collecting data for metrics reporting relative to frequency, tracking initiative milestone performance, reporting metric and initiative progress at DLA/DLA Energy meetings. Contractor support also includes preparation for DLA Review and Analysis and any other metric reviews requested by the DLA Energy or DLA Director or Commander. This includes preparing DLA Energy progress and other performance metrics briefings, incorporating feedback into DLA Energy Strategic Plan and metrics, and working with DLA HQ and DLA Energy in support of strategic and performance measurement efforts.

C.4.3 Task 3

Development of an Enterprise Business Plan for DLA Energy.

C.4.3.1 The third objective is supporting the development of a Business Plan for DLA Energy.

Contractor support will include the development and tracking of initiatives that are to be contained in the Business Plan. This entails meeting with DLA Energy personnel to develop a Plan of Actions and Milestones (POAM), capturing upcoming milestones of that initiative, and tracking/reporting of progress against those milestones. In addition, as the Business Plan evolves based on direction from DLA Headquarters (HQ), support will be provided to ensure that DLA Energy’s Business Plan is in compliance with DLA's Business Plan. This will include addressing reporting and tracking requirements that DLA levies on DLA Energy as a result of the evolution of the Business Plan.

Business Plan initiatives must be strategically aligned with the DLA Energy Strategic Plan.

C.4.4 Task 4

Availability of reach back capability to provide senior level Subject Matter Experts for consultation/support on a variety of subjects.

C.4.4.1.1 Must include at a minimum; ability to conduct in depth commercial sector oil and gas strategic research, SAP systems, SAP Business Objects, SharePoint, and strategic planning and facilitation.

C.4.4.1.2 Subject Matter Experts may also be required for Energy Convergence and the DLA Enterprise Business System at the same or higher level as the areas listed in 4.4.1.

C.4.4.1.3 Commercial sector oil and gas strategic research capability must include the ability to conduct environmental scans to determine the private sector focus and emphasis areas, the ability to perform in depth SWOT (Strengths, Weaknesses, Opportunities and Threats) analysis, as well as the development of Capability Maturity Models and Gap Analysis to inform the focus of DLA Energy in reference to the private sector as well as other governmental departments.

C.4.4.2 This task does not have to be inherent in the personnel assigned to the project, but must be available for short term expertise and/or consultation with readily available Subject Matter Experts.

C.4.5 Task 5

Overall task management and reporting of status.

4.5.1 The fifth objective is to ensure the support is properly accomplished and ensure accountability and auditability. The contractor shall prepare a monthly Contract Performance Status Review detailing the accomplishment to date, projected activities and a schedule to accomplish those projected activities.

This report shall also project the availability of contractor resources and include copies of completed work products. This report shall be provided electronically to the DLA Energy Command Administration Support Branch, or its successor, on the first working day of each month. If the Command Administration Support Branch determines reports are insufficient the contactor shall revise the report to acceptable levels and resubmit them within 4 days. Copies of completed work products will be provided with monthly contract status report. The contractor shall also prepare a monthly Fund Status Review detailing funding expense. The review will include planned versus actual expenses and planned versus actual cumulative expenses to date.

C.5. DELIVERABLES

The contractor shall provide the following deliverables using standard DLA Energy /DLA presentation and reporting templates.

C.5.1 POAM for strategic and performance measurement activities.

C.5.2 Produce Monthly Progress Reports.

C.5.3 Report of performance against the contract deliverables.

C.5.4 Plan for cascading strategies and initiatives.

C.5.5 DLA Energy’s Strategic Plan and Business Plan.

C.5.6 Update Strategic Management Plan.

C.5.7 Briefing DLA Energy -U monthly.

C.5.8 Perform SMS Briefings as required by DLA Strategic Planning reporting methodology.

C.5.9 Updated DLA Energy Communication Plan in coordination with DLA Energy PAO.

C.5.10 Assess metrics development, data collection and briefing preparation for the APR, PLFA, MMR, Culture reviews and other performance measurement activities.

C.5.11 Plan scenario outputs. Specific due dates for each above stated deliverable will be established in the POAM and approved by the COR.

C.5.12 Post Award Conference Kick-off/Periodic Progress Meetings. The Contractor agrees to attend any post award conference convened by the COR Contracting activity or Contract Administration Office in accordance with FAR 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 COR will apprise the Contractor of how the Government views the Contractor's performance, and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

C.6. PERFORMANCE SUMMARY

C.6.1 The 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. The bi-weekly meetings will discuss progress/requirement shortcomings and how to correct those issues/shortcomings.

C.6.2 The contractor shall provide a transition/implement plan and timetable as part of this PWS.

Performance Objective PWS Para Performance Threshold Timeliness 4.0 Provided reports and other output to the COR or contracting officer 100% on time.

Quality 5.0 Final documents are acceptable, without revisions, 98% of the time.

Business Relations 4.0 Issues and problems are resolved in a timely, professional manner.

Respond to communication inquiries within 1-business day 95% of the time.

Meeting thresholds may result in positive performance surveys, which may affect future business opportunities. Failure to meet thresholds may result in negative performance surveys, which may affect future business opportunities.

-END OF SECTION-

SECTION D - PACKAGING AND MARKING

All deliverables/monthly reports shall include the contract number.

-END OF SECTION-

SECTION E - INSPECTION AND ACCEPTANCE

E.1 PLACE OF INSPECTION AND ACCEPTANCE

Inspection and acceptance of all work performance, reports and other deliverables under the resultant contract shall be performed by the DLA Energy Contracting Officer’s Representative (COR) or the cognizant Contracting Officer at the address noted in Section F.3, Place(s) of Delivery.

E.2 SCOPE OF INSPECTION

All deliverables will be inspected for content, completeness, accuracy and conformance to Contract requirements by the DLA Energy COR or their designee.

-END OF SECTION-

SECTION F – DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

F.1.1 Period of Performance: The period of performance for these tasks shall commence on 30 May 2015 and conclude twelve (12) months afterwards. The resultant contract shall contain two 12-month option periods. The total period of performance, pending the exercise of all options and clause 52.217-8 which allows for an extension of up to six months at the same rate as the previous performance period, shall not exceed 42 months. The Government may require the performance of any service within the limits and at rates specified in the resulting contract.

F.2 PLACE(S) OF PERFORMANCE

F.2.2 Duty Location: The contractor will be performing the majority of the service off-site, with periodic meetings at DLA Energy, 8725 John J. Kingman Rd. Fort Belvoir, VA 22060-5222

F.3 PLACE(S) OF DELIVERY

F.3.1 Unclassified deliverables and correspondence shall be delivered to the DLA Energy COR at the address below:

Defense Logistics Agency (DLA) – Energy ATTN: XXXXXXX (COR) (To be determined at time of award) Installation Energy Business Unit 8725 John J. Kingman Road Fort Belvoir, VA 22060-6222 Telephone: (703) 767-XXXX Fax: (703) 767-XXXX Email: XXXX@dla.mil

F.3.2 Normal Hours of Operation: Contractor’s work hours while working at the Government facilities shall be consistent with the Government working hours with minimum availability from 0800-1600 (local time) on Government workdays. With appropriate advanced approval from the Contracting Officer’s Representative (COR), additional hours of operation outside of these times may be authorized. Contractor’s holiday schedule while working at the Government facilities shall be consistent with the Government holiday schedule. The U.S. Office of Personnel Management (OPM) defines Government holidays as the following: New Year’s Day, Birthday of Martin Luther King, Jr., Washington’s Birthday, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas.

- END OF SECTION -

mailto:sonia.davidsonevans@dla.mil

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 INVOICE SUBMISSION

G.1.1 Travel: Travel is not anticipated (See Section H.3 Travel).

G.1.2 Other Direct Costs (ODC): Not anticipated.

G.1.3 In accordance with DFAR 252.232-7003(b), ELECTRONIC SUBMISSION OF PAYMENT REQUESTS AND RECEIVING REPORTS (JUNE 2012), the Contractor shall submit payment requests and receiving reports using WAWF, in one of the following electronic formats that WAWF accepts: Electronic Data Interchange, Secure File Transfer Protocol, or World Wide Web input. Please complete necessary training found in the WAWF website. Information regarding WAWF is available on the Internet at https://wawf.eb.mil/.

G.1.4 Invoice Instructions:

G.1.4.1 An invoice is the contractor’s bill or written request for payment under the contract for supplies delivered or services performed. Invoices shall be sent to the COR for certification. Upon certification by the COR, the invoice will be forwarded to the payment office identified on page 1 of the contract.

The invoice shall comply with the requirements identified below. If the Invoice has errors or omissions, the contractor will be notified of the defect(s) no later than 5 duty days from receipt of the invoice by the Government. A proper invoice shall include the items listed below:

Company letter head Company address Cage code DLA Energy Contracting Officer name and address Contract number Contract number Line of accounting (LOA) – this is found on the contract award (1449) Invoice number Invoice period (i.e. May 01 – May 31, 2013) Contract Line Item Number (found on Contract Award) Applicable dollar amount Printed name and title of company representative with associated signature and date.

G.2 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

The COR will receive, for the Government, all work called for by the Contract and will represent the CO if the CO is not available. The COR will provide no supervisory or instructional assistance to Contractor personnel. The COR is not authorized to change any of the terms and conditions of the Contract. Changes in the scope of work will be made only by the CO by properly executed modifications to the Contract. The COR will be responsible for evaluating the quality of the Contractor’s performance. In addition, the COR shall have no influence or comment to any project specific issue. All such issues shall be resolved with the appropriate contracting officer.

The Contracting Officer’s Representative (COR) for this Contract is: (To be determined at contract award)

Defense Logistics Agency - Energy (DLA Energy)

ATTN: TBD (COR)

8725 John J. Kingman Road Fort Belvoir, VA 22060-6222 Telephone: TBD Fax: (703) 767-TBD Email: TBD

G.2.1 TECHNICAL DIRECTION (DLA ENERGY FEB 1992)

(a) A DLA Energy representative other than the Contracting Officer (CO) may provide technical direction on contract performance. Technical direction includes--

(1) Direction to the Contractor which assists him in accomplishing the Statement of Work;

and

(2) Comments on and approval of reports or other deliverables.

(b) When the individual providing technical direction is not the CO, he does not have the authority to issue technical direction that--

(1) Institutes additional work outside the scope of the contract;

(2) Constitutes a change as defined in the CHANGES clause;

(3) Causes an increase or decrease in the estimated cost of the contract;

(4) Alters the period of performance; or

(5) Changes any of the other express terms or conditions of the contract.

(c) A Contractor following such unauthorized direction may be found in breach of contract and may not be reimbursed for increased costs resulting therefrom. Only a CO may authorize changes to the contract Statement of Work.

G.3 INVOICE NUMBERING REQUIREMENTS (DESC AUG 1998)

Each invoice submitted for payment under this contract shall be identified by an individual invoice number. The number shall not be duplicated on subsequent invoices. Duplicate invoice numbers or invoices that do not include numbers may be rejected.

G.4 CHANGES TO THE CONTRACT

The COR cannot authorize the Contractor to stop work, and the COR is not authorized to delete, change, waive, or negotiate any of the technical requirements or other terms and conditions of the contract. Should a change (monetary or otherwise) to the contract become necessary, it must be made by a contract modification issued by the Contracting Officer.

Any contract change requested by the Contractor must be put in writing by the Contractor to the Contracting Officer for action; however, the Contractor should immediately advise the Contracting Officer of the proposed change since it may affect the contract price, cost, or delivery/performance schedule. When the proposed change is received by the Contracting Officer, the COR will provide the Contracting Officer with a written analysis and rationale for the change and to evaluate any costs associated with the change.

The COR must also recognize and report to the Contracting Officer any Government required changes to the contract (e.g., items or work no longer required, changes in the specifications, etc.).

K150 -- WIDE AREA WORKFLOW (DLA ENERGY AUG 2011)

An invoice is the Contractor’s bill or written request for payment for services performed.

The Contractor shall prepare and submit invoices electronically to the COR, using the Wide Area Workflow (WAWF) system in accordance with DFARS clause, 252.232-7003, Electronic Submission of Payment Requests and Receiving Reports (See Section I). The WAWF system is located at the following internet website: https://wawf.eb.mil. Failure to submit invoices in WAWF may result in delay of payment. The Contractor shall prepare and submit the electronic invoice for payment by the 25th of each month for the previous month’s billing period.

If the Contractor has submitted an accurate invoice, payment from the Government will occur no later than 30 days after receipt.

Regarding invoices for Travel, in accordance with the JTR, receipts must be supplied with amounts of excess of $75.00.

END CLAUSE

FAR 52.204-9000 CONTRACTOR PERSONNEL SECURITY REQUIREMENTS (AUG 2014)

(a) Work to be performed under this contract or task order may, in full or in part, be performed at the Defense Logistics Agency (DLA) Headquarters (HQ), DLA field activity office(s), or other Federally-controlled facilities. Prior to beginning work on a contract, DLA requires all Contractor personnel working on the Federally-controlled facility to have a favorably adjudicated National Agency Check with Written Inquiries (NACI) or NACI equivalent.

(b) Additionally, in accordance with Department of Defense (DoD) Regulation 5200.2-R, Personnel Security Programs, and DLA Issuance 4314, Personnel Security Program, all DoD Contractor personnel who have access to Federally-controlled information systems must be assigned to positions which are designated at one of three information technology (IT) levels, each requiring a certain level of investigation and clearance, as follows:

(1) IT-I for an IT position requiring a single scope background investigation (SSBI) or SSBI equivalent;

(2) IT-II for an IT position requiring a National Agency check with Law and Credit (NACLC) or NACLC equivalent; and

(3) IT-III for an IT position requiring a NACI or equivalent.

Note: IT levels will be designated according to the criteria in DoD 5200.2-R.

(c) Previously completed security investigations may be accepted by the Government in lieu of new investigations if determined by the DLA Intelligence Personnel Security Office to be essentially equivalent in scope to the contract requirements. The length of time elapsed since the previous investigation will also be considered in determining whether a new investigation is warranted. To assist the Government in making this determination, the Contractor must provide the following information to the respective DLA Intelligence Personnel Security Office immediately upon receipt of the contract.

This information must be provided for each Contractor employee who will perform work on a Federally-controlled facility and/or will require access to Federally-controlled information systems:

(1) Full name, with middle name, as applicable, with social security number;

(2) Citizenship status with date and place of birth;

(3) Proof of the individual’s favorably adjudicated background investigation or NACI, consisting of identification of the type of investigation performed, date of the favorable adjudication, name of the agency that made the favorable adjudication, and name of the agency that performed the investigation;

(4) Company name, address, phone and fax numbers with email address;

(5) Location of on-site workstation or phone number if off-site (if known by the time of award); and

(6) Delivery order or contract number and expiration date; and name of the Contracting Officer.

(d) The Contracting Officer will ensure that the Contractor is notified as soon as a determination is made by the assigned or cognizant DLA Intelligence Personnel Security Office regarding acceptance of the previous investigation and clearance level.

(1) If a new investigation is deemed necessary, the Contractor and Contracting Officer will be notified by the respective DLA Personnel Security Office after appropriate checks in DoD databases have been made.

(2) If the Contractor employee requires access to classified information and currently does not have the appropriate clearance level and/or an active security clearance, the DLA Intelligence Personnel Security Office will relay this information to the Contractor and Contracting Officer for further action.

Investigations for Contractor employees requiring access to classified information must be initiated by the Contractor Facility Security Officer (FSO).

(3) The Contracting Officer will ensure that the respective DLA Intelligence Personnel Security Office initiates investigations for Contractor employees not requiring access to classified information (i.e., IT or unescorted entry) .

(4) It is the Contractor’s responsibility to ensure that adequate information is provided and that each Contractor employee completes the appropriate paperwork, as required either by the Contracting Officer or the DLA Intelligence Personnel Security Office, in order to begin the investigation process for the required clearance level.

(e) The Contractor is responsible for ensuring that each Contractor employee assigned to the position has the appropriate security clearance level.

(f) The Contractor shall submit each request for IT access and investigation through the Contracting Officer to the assigned or cognizant DLA Intelligence Personnel Security Office. Requests shall include the following information and/or documentation:

(1) Standard Form (SF) 85, Questionnaire for Non-Sensitive Positions, or the SF 86, Questionnaire for National Security Positions (see note below);

(2) Proof of citizenship (i.e., an original or a certified copy of a birth certificate, passport, or naturalization certificate); and

(3) Form FD-258, Fingerprint Card (however, fingerprinting can be performed by the cognizant DLA Intelligence Personnel Security Office).

(Note to (f)(1) above: An investigation request is facilitated through use of the SF 85 or the SF 86. These forms with instructions as well as the Optional Form (OF) 306, Declaration for Federal Employment, which is required with submission of the SF85 or SF 86, are available at the Office of Personnel Management’s (OPM) system called Electronic –Questionnaires for Investigations Processing (e-QIP).

Hard copies of the SF85 and SF86 are available at OPM’s web-site, www.opm.gov, but hard copies of the forms are not accepted.)

(g) Required documentation, listed above in paragraphs (f) (1) through (3), must be provided by the Contractor as directed by the Contracting Officer to the cognizant DLA Intelligence Personnel Security Office at the time of fingerprinting or prior to the DLA Intelligence Personnel Security Office releasing the investigation to OPM.

(h) Upon completion of the NACI, NACLC, SSBI, or other sufficient, appropriate investigation, the results of the investigation will be forwarded by OPM to the appropriate adjudication facility for eligibility determination or the DLA Intelligence Personnel Security Office for review and determination regarding the applicant’s suitability to occupy an unescorted entry position in performance of the DLA contract. Contractor personnel shall not commence work on this effort until the investigation has been favorably adjudicated or the Contractor employee has been waived into the position pending completion of adjudication. The DLA Intelligence Personnel Security Office will ensure that results of investigations will be sent by OPM t to the Department of Defense, Consolidated Adjudications Facility (DoD CAF) or DLA Intelligence Personnel Security Office.

(i) A waiver for an IT-I or IT-II position to allow assignment of an individual Contractor employee to commence work prior to completion of the investigation may be granted in emergency situations when it is determined that a delay would be harmful to national security. A request for waiver will be considered only after the Government is in receipt of the individual Contractor employee’s completed forms. The request for a waiver must be approved by the Commander/Director or Deputy Commander/Director of the site. The cognizant DLA Intelligence Personnel Security Office reserves the right to determine whether a waiver request will be forwarded for processing, however, there will be no waiver for an IT-III position. The individual Contractor employee for which the waiver is being

SOURCE SELECTION INFORMATION – See FAR 2.101 and 3.104 http://www.opm.gov/ requested may not be assigned to a position, that is, physically work at the Federally-controlled facility and/or be granted access to Federally-controlled information systems, until the waiver has been approved.

(j) The requirements of this clause apply to the prime Contractor and any subcontractors the prime Contractor may employ during the course of this contract, as well as any temporary employees that may be hired by the Contractor. The Government retains the right to request removal of Contractor personnel, regardless of prior clearance or adjudication status whose actions, while assigned to this contract, who are determined by the Contracting Officer to conflict with the interests of the Government. If such removal occurs, the Contractor shall assign qualified personnel, with the required investigation, to any vacancy.

(k) All Contractor personnel who are granted access to Government and/or Federally-controlled information systems shall observe all local automated information system (AIS) security policies and procedures. Violations of local AIS security policy, such as password sharing, performing personal work, file access violations, or browsing files outside the scope of the contract, will result in removal of the Contractor employee from Government property and referral to the Contractor for appropriate disciplinary action. Actions taken by the Contractor in response to a violation will be evaluated and will be reflected in the Contractor’s performance assessment for use in making future source selection decisions. In addition, based on the nature and extent of any violations of AIS security policy, the Government will consider whether it needs to pursue any other actions under the contract such as a possible termination.

(l) The Contractor may also be required to obtain a Common Access Card (CAC) for each Contractor employee in accordance with procedures established by DLA. When a CAC is required, the Contracting Officer will ensure that the Contractor follows the requirements of Homeland Security Presidential Directive 12 and any other CAC-related requirements in the contract. The Contractor shall provide, on a monthly basis, a listing of all personnel working under the contract that have CACs.

(m) Contractor personnel must additionally receive operations security (OPSEC) and information security (INFOSEC) awareness training. The DLA annual OPSEC refresher training and DLA annual INFOSEC training will satisfy these requirements and are available through the DLA Intelligence Office.

(n) When a Contractor employee who has been granted a clearance is removed from the contract, the Contractor shall provide an appropriately trained substitute who has met or will meet the investigative requirements of this clause. The substitute may not begin work on the contract without written documentation, signed by the Contracting Officer, stating that the new Contractor employee has met one of the criteria set forth in paragraphs (c), (d), or (i) of this clause, (i.e., acceptance of a previously completed security investigation, satisfactory completion of a new investigation, or a waiver allowing work to begin pending completion of an investigation). Contractor individual employees removed from this contract as a result of a violation of local AIS security policy are removed for the duration of the contract.

(o) The following shall be completed for every employee of the Government Contractor working on this contract upon contract expiration. Additionally, the Contractor shall notify the contracting officer immediately in writing whenever a Contractor employee working on this contract resigns, is reassigned, is terminated or no longer requires admittance to the Federally-controlled facility or access to Federally-controlled information systems. When the Contractor employee departs, the Contractor will relay departure information to the cognizant DLA Intelligence Personnel Security Office so appropriate databases can be updated. The Contractor will ensure each departed employee has completed the DLA J6 Out-Processing Checklist, when applicable, for the necessary security briefing, has returned any Government-furnished equipment, returned the DoD CAC and DLA (or equivalent) badge, returned any DoD or DLA vehicle decal, and requested deletion of local area network account with a prepared Department of Defense (DD) Form 2875. The Contractor will be responsible for any costs involved for failure to complete the out-processing, including recovery of Government property and investigation involved.

(p) These Contractor security requirements do not excuse the Contractor from meeting the delivery…