Attachment 3 _ 52.212-2 Evaluation_APS_20261023.pdf

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

52.212-2 Evaluation—Commercial Products and Commercial Services.

As prescribed in 12.301(c), the Contracting Officer may insert a provision substantially as follows:

Evaluation—Commercial Products and Commercial Services (Nov 2021)

(a) The Government will award a contract resulting from this solicitation to the responsible Offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. The Government intends to evaluate proposals and select the best-value Offeror using a Three-Phased evaluation approach under the commercial services procedures of FAR 52.212-2

“Evaluation – Commercial Products and Commercial Services”.

Volume 1 - Factor 1 – Technical

Subfactor 1.a – Agile Implementation Plan

Subfactor 1.b – Key Personnel

Subfactor 1.c – Cybersecurity Compliance Gate

Subfactor 1.d - Technical Presentation and Agile Scenarios –

• Part 1 - Implementation and Alignment with Subfactor 1.a – Agile

Implementation Plan and SOO Oral Presentation Slides

• Part 2 - Oral Presentation with Government provided Scenario Injects

Subfactor 1.e - Proposed Performance Work Statement (PWS), CDRLs and Quality Assurance Surveillance Plan (QASP)

Subfactor 1.f – Transition Plan

Compliance Matrix (Not Evaluated)

Volume 2 - Factor 2 – Organizational Conflict of Interest (OCI) Mitigation Plan

Volume 3 - Factor 3 – Cost/Price

Evaluation Procedures: The evaluation phases are structured as follows:

To receive an overall Acceptable rating for the Agile Professional Services Source

Selection, an Offeror must submit all three sequential phases and receive an

Acceptable rating on every single factor and subfactor. A single Unacceptable rating at any point renders the entire technical submission Non-Compliant.

Multi-Phased Source Selection Procedures: The Government will utilize a multi-phased source selection procedure for the Agile Professional Services Source

Selection. Offerors must submit sequential deliverables where each subsequent phase https://www.acquisition.gov/far/12.301#FAR_12_301

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 directly builds upon the previous submissions. A complete submittal consists of cumulative submissions from Phase I, Phase II, and Phase III.

During the evaluation, each individual subfactor assessed throughout these phases will receive a rating of either Acceptable or Unacceptable.

At the conclusion of Phase III, the Government will roll up all individual subfactor ratings to determine the final overall rating for each Factor under the Agile Professional

Services Source Selection. To achieve an overall rating of Acceptable at the Factor

Level, an Offeror must receive an Acceptable rating in every underlying subfactor. If any single subfactor is rated as Unacceptable at any point in the process, the entire Agile

Professional Services Source Selection rating will be deemed Non-Compliant.

• Phase I: Evaluates the written Agile Implementation Plan (Subfactor 1.a), Key

Personnel (Subfactor 1.b), Cybersecurity Compliance Gate (Subfactor 1.c)

(including the National Institute of Standards and Technology Special Publication

(NIST SP) 800-171 Rev 2 gate), and the OCI Mitigation Plan (Factor 2) on an

Acceptable/Unacceptable basis.

• Phase II: Evaluates the Technical Presentation and Agile Scenarios – Part 1 -

Implementation and Alignment with Subfactor 1.a – Agile Implementation Plan and SOO Oral Presentation Slides (Subfactor 1.d); and Part 2 - Oral Presentation with Government provided Scenario Injects (Subfactor 1.d) on an

Acceptable/Unacceptable basis.

• Phase III: Evaluates the proposed PWS, CDRLs, QASP (Subfactor 1.e), and the

Transition Plan (Subfactor 1.f) on an Acceptable/Unacceptable basis, and the

Price Proposal (Factor 3) in accordance with FAR 15.404 – Proposal Analysis.

*NOTE: “Advisory Down-Select notification”: The Government will contact those who are “unlikely to be a viable competitor and recommend they withdraw” after Phase I, and subsequently after Phase II, to recommend that they withdraw their proposal from the competition. No formal down-select will be conducted. All applicable Offerors may compete in all Phases if they choose to do so.

Award will be made to the responsible Offeror whose proposal conforms to the solicitation requirements, is rated "Acceptable" across all non-price factors and subfactors and represents the best value to the Government.

Relative Order of Importance:

The prospective awardee shall be determined to be the Offeror with the lowest Total

Evaluated Price (as calculated in the provided APS Pricing Workbook) that has received an “Acceptable” rating under all other non-price Factors (Factor 1 (Technical), and

Factor 2 (OCI Mitigation Plan)).

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

(b) PHASE I EVALUATION

The Government will contact those Offerors who do not achieve an “Acceptable”

Rating on all elements under Phase I and are determined “unlikely to be a viable competitor and recommend they withdraw” before proceeding to Phase II.

VOLUME 1: FACTOR 1 – Technical Subfactors (Phase I written submissions)

i. Subfactor 1.a – Agile Implementation Plan

The Government will evaluate the offeror’s Agile Implementation Plan on an

Acceptable/Unacceptable basis. To be rated Acceptable, the plan must demonstrate an executable operational approach to executing Agile Professional Services across the

Capability Program Executive Simulation, Training, Test and Threat (CPE ST3) enterprise traceable to the Attachment 1 - Statement of Objectives. The offeror must demonstrate an executable baseline that clearly addresses all the following to be acceptable:

1. Cultural Change Management Strategy:

a. The Government will evaluate the Offeror’s actionable methods for migrating to a cross-functional operating mindset and its approach for, driving cultural adoption and securing operational buy-in and compliance.

i. To be rated Acceptable: The Offeror provides actionable methods for migrating to a cross-functional operating mindset and its approach for driving cultural adoption and securing operational buy-in and compliance. The Offeror’s methods are realistic and can be executed.

ii. To be rated Unacceptable: The Offeror fails to provide actionable methods for migrating to a cross-functional operating mindset and its approach for driving cultural adoption and securing operational buy-in and compliance. The Offeror’s methods are unrealistic or cannot be executed.

2. Dynamic Resource Allocation Mechanics:

a. The Government will evaluate the Offeror's proposed operational triggers, workflows, and triage mechanics for reallocating cross-functional teams to meet emergent, high-priority demands across all CPE ST3 program offices and directorates for clear lines of communication and delegation of tasks.

i. To be rated Acceptable: The Offeror provides operational triggers, workflows, and triage mechanics to reallocate cross-functional teams

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 to meet emergent, high-priority demands across all CPE ST3 program offices and directorates for clear lines of communication and delegation of tasks. The Offeror’s operational triggers, workflows, and triage mechanics are realistic and can be executed.

ii. To be rated Unacceptable: The Offeror fails to provide operational triggers, workflows, and triage mechanics to reallocate cross-functional teams to meet emergent, high-priority demands across all ST3 program offices and directorates for clear lines of communication and delegation of tasks. The Offeror’s operational triggers, workflows, and triage mechanics are unrealistic or cannot be executed.

3. Backlog Prioritization and Sizing Strategy:

a. The Government will evaluate the Offeror's plan to determine if it explicitly details a repeatable strategy and methodology for collaborating with

Government Product Owners to assign priority weights, and Level of Effort

(LOE) estimates to incoming backlog tasks to ensure transparent planning and optimal capacity utilization.

i. To be rated Acceptable: The Offeror provides a plan that explicitly details a repeatable strategy and methodology for collaborating with

Government Product Owners to assign priority weights, and Level of

Effort (LOE) estimates to incoming backlog tasks to ensure transparent planning and optimal capacity utilization. The Offeror’s plan is realistic and can be executed.

ii. To be rated Unacceptable: The Offeror fails to provide a plan that explicitly details a repeatable strategy and methodology for collaborating with Government Product Owners to assign priority weights, and Level of Effort (LOE) estimates to incoming backlog tasks to ensure transparent planning and optimal capacity utilization. The Offeror’s plan is unrealistic or cannot be executed.

4. Manpower Resource Efficiency:

a. The Government will evaluate the Offeror's specific strategies to eliminate resource idling ("bench time") and leverage multi-skilled professionals to maximize capacity pool productivity.

i. To be rated Acceptable: The Offeror provides strategies to eliminate resource idling ("bench time") and leverage multi-skilled professionals to maximize capacity pool productivity. The offeror’s strategies are realistic and can be implemented.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

ii. To be rated Unacceptable: The Offeror fails to provide strategies to eliminate resource idling ("bench time") and leverage multi-skilled professionals to maximize capacity pool productivity. The offeror’s strategies are unrealistic or cannot be implemented.

b. The Government will evaluate how the Offeror's efficiency strategies translate into a tangible, measurable benefit to the Government.

i. To be rated Acceptable: The Offeror provides efficiency strategies that translate into a tangible, measurable benefit to the Government.

The offeror’s strategies are realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to provide efficiency strategies that translate into a tangible, measurable benefit to the

Government. The offeror’s strategies are unrealistic or cannot be implemented.

5. Commercial Business Model Application:

a. The Government will evaluate the Offeror's practical translation of commercial

Agile practices into a compliant Government operational model.

i. To be rated Acceptable: The Offeror provides a practical translation of commercial practices into a compliant Government operational model.

The offeror’s translation of commercial practices are realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to provide a practical translation of commercial practices into a compliant Government operational model. The offeror’s translation of commercial practices are unrealistic or cannot be implemented.

ii. Subfactor 1.b – Key Personnel

The Government will evaluate the qualifications of an Agile Program Manager (APM).

The proposed APM must meet or exceed the following minimum qualifications to receive and Acceptable Rating.

1. Experience:

a. The Government will evaluate whether the Offeror's proposed APM meets the minimum of five (5) years of demonstrated program management experience leading Agile teams or managing cross-functional, capacity-based professional services contracts in either a federal or commercial environment, with at least three (3) of those years occurring within the past five (5) years.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

i. To be rated Acceptable: The Offeror’s proposed Key Personnel demonstrates a minimum of five (5) years of demonstrated program management experience leading Agile teams or managing cross-functional, capacity-based professional services contracts in either a federal or commercial environment, with at least three (3) of those years occurring within the past five (5) years.

ii. To be rated Unacceptable: The Offeror’s proposed Key Personnel fails to demonstrate a minimum of five (5) years of demonstrated program management experience leading Agile teams or managing cross-functional, capacity-based professional services contracts in either a federal or commercial environment, with at least three (3) of those years occurring within the past five (5) years.

b. The Government will evaluate the Offeror's proposed APM's resume for experience scaling Agile practices across multiple teams while maintaining alignment with strategic goals.

i. To be rated Acceptable: The Offeror provides a resume(s) that demonstrates experience scaling Agile practices across multiple teams while maintaining alignment with strategic goals.

ii. To be rated Unacceptable: The Offeror provides a resume(s) that fails to demonstrate experience scaling Agile practices across multiple teams while maintaining alignment with strategic goals.

2. Certifications:

a. The Government will evaluate if the Offeror's Key Personnel possesses a current, recognized advanced Agile-specific credential (e.g., Project

Management Institute Agile Certified Practitioner (PMI-ACP), Certified Scrum

Professional (CSP), Scaled Agile Framework (SAFe) Agilist, SAFe Practice

Consultant (SPC), or equivalent advanced certification).

i. To be rated Acceptable: The Offeror's Key Personnel possess a current, recognized advanced Agile-specific credential (e.g., Project

Management Institute Agile Certified Practitioner (PMI-ACP), Certified Scrum Professional (CSP), Scaled Agile Framework (SAFe)

Agilist, SAFe Practice Consultant (SPC), or equivalent advanced certification). The Offeror shall submit a copy of the certificates for these credentials (not part of the 3 page resume).

ii. To be rated Unacceptable: The Offeror's Key Personnel fails to possess a current, recognized advanced Agile-specific credential

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

(e.g., Project Management Institute Agile Certified Practitioner (PMI-

ACP), Certified Scrum Professional (CSP), Scaled Agile Framework

(SAFe) Agilist, SAFe Practice Consultant (SPC), or equivalent advanced certification). The Offeror shall submit a copy of the certificates for these credentials (not part of the 3 page resume).

3. Technical Competency:

a. The Government will evaluate the Offer's Key Personnel’s resume demonstrate hands-on experience utilizing enterprise Agile management tools

(Jira at a minimum) to track capacity, manage backlog workflows, forecast delivery velocity, and generate flow metrics and dashboards.

i. To be rated Acceptable: The Offeror's Key Personnel resume demonstrate hands-on experience utilizing enterprise Agile management tools (Jira at a minimum) to track capacity, manage backlog workflows, forecast delivery velocity, and generate flow metrics and dashboards.

ii. To be rated Unacceptable: The Offeror's Key Personnel resume fails to demonstrate hands-on experience utilizing enterprise Agile management tools (Jira at a minimum) to track capacity, manage backlog workflows, forecast delivery velocity, and generate flow metrics and dashboards.

b. The Government will evaluate if Offeror's APM’s resume demonstrate specific metrics the proposed APM has historically used and how they used those metrics to pivot a failing project or improve team performance.

i. To be rated Acceptable: The Offeror's Key Personnel's resume demonstrate the specific metrics the proposed APM has historically used and how they used those metrics to pivot a failing project or improve team performance.

ii. To be rated Unacceptable: The Offeror's Key Personnel's resume fails to demonstrate the specific metrics the proposed APM has historically used and how they used those metrics to pivot a failing project or improve team performance.

4. Security Clearance:

a. The Government will evaluate the supporting documentation that substantiates the Offeror's Key Personnel is eligible to obtain a security clearance up to a Top Secret/SCI security clearance.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

i. To be rated Acceptable: The Offeror's Key Personnel provides supporting documentation confirming the candidate is eligible for up to a Top Secret/SCI security clearance.

ii. To be rated Unacceptable: The Offeror's Key Personnel fails to provide supporting documentation confirming the candidate is eligible for up to a Top Secret/SCI security clearance.

iii. Subfactor 1.c - Cybersecurity Compliance Gate

NIST SP 800-171 Revision 2 Assessment Score: Before the Offeror can receive any Government provided data utilized for the purpose of preparing a Phase II oral presentation or have Phase II technical subfactors evaluated, the Government will evaluate the Offeror’s cybersecurity compliance submission for the following capabilities:

Prerequisite for Government Controlled Unclassified Information (CUI) Data

Release: To pass this entry gate and be eligible to receive the Government-provided data and Jira configuration/setting specifications, the Offeror and their affiliates must have a self-certified NIST SP 800-171 Revision 2 assessment score of 110 (the maximum score indicating full implementation of all 110 security controls) active and posted in the DoD Supplier Performance Risk System (SPRS) as of the Phase II entry date.

1. 110-Score Requirement:

a. The Government will evaluate the documentation/CAGE code confirming an active, self-certified National Institute of Standards and Technology Special

Publication (NIST SP) 800-171 Revision 2 assessment score of 110

(indicating full implementation of all 110

i. To be rated Acceptable: The Offeror provides verifiable documentation/CAGE code confirming an active, self-certified

National Institute of Standards and Technology Special Publication

(NIST SP) 800-171 Revision 2 assessment score of 110 (indicating full implementation of all 110 security controls) active and posted in the DoD SPRS as of the Phase I submission date for the Offeror and joint venture members, affiliates, team members, and subcontractors.

ii. To be rated Unacceptable: The Offeror fails to provide verifiable documentation/CAGE code confirming an active, self-certified

National Institute of Standards and Technology Special Publication

(NIST SP) 800-171 Revision 2 assessment score of 110 (indicating full implementation of all 110 security controls) active and posted in

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 the DoD SPRS as of the Phase I submission date for the Offeror and joint venture members, affiliates, team members, and subcontractors.

2. Flow-Down Mandate:

a. The Government will evaluate the extent to which the Offeror provides substantiating documentation demonstrating that the 110-Score requirement applies to the Prime Offeror as well as all proposed subcontractors, teaming partners, or affiliates who will have access to Government-provided data or participate in contract performance.

i. To be rated Acceptable: The Offeror provides substantiating documentation that their 110-Score requirement applies to the Prime

Offeror, and all proposed subcontractors, teaming partners, or affiliates who will have access to Government-provided data or participate in contract performance.

ii. To be rated Unacceptable: The Offeror fails to provide substantiating documentation that their 110-Score requirement applies to the Prime Offeror, and all proposed subcontractors, teaming partners, or affiliates who will have access to Government-provided data or participate in contract performance.

3. Notice of Non-Compliance: Failure to possess a verified score of 110 in SPRS on the date of submission will result in an immediate "Non-Compliant" determination, and the Offeror will be ineligible to receive the Government data to participate.

Proposals deemed non-compliant at this stage will be rejected in their entirety, as further evaluation is not possible.

VOLUME 2: FACTOR 2 – OCI Mitigation Plan

The Government will evaluate the written Organizational Conflict of Interest (OCI)

Mitigation Plan. The plan must specifically address and provide comprehensive mitigation strategies for the following three (3) OCI categories as well as the information in Section 8 of the APS_Combined Synopsis Solicitation. The OCI Mitigation Plan must specifically address and provide comprehensive mitigation strategies for the following three OCI categories as well as the information in Section 8 of the APS_Combined

Synopsis :

1. Unequal Access to Information: Occurs when a contractor has access to non-public, sensitive, or proprietary information as part of its performance of a Government contract, and that information provides the contractor with an unfair competitive advantage in a later competition.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

2. Biased Ground Rules: Occurs when a contractor, in the course of performance, drafts or influences specifications, Statements of Objectives

(SOOs), Statements of Work (SOWs), Program Objective Memorandum

(POM), or acquisition plans for a future procurement, thereby biasing the competition in favor of its own capabilities, tools, or those of an affiliate.

3. Impaired Objectivity: Occurs when a contractor’s work under one

Government contract requires it to evaluate its own products, services, or performance (or those of a competitor, teammate, or affiliate) on another

Government contract, thereby impairing its ability to render impartial, objective advice.

i. To be rated Acceptable: The Offeror’s plan provides a complete and logical identification of all potential or actual OCIs relevant to the requirement. The Offeror’s plan addresses all three required OCI categories: Unequal Access to Information, Biased Ground Rules, and Impaired Objectivity. The Offeror’s plan provides comprehensive and feasible mitigation strategies for each category that demonstrate the offeror’s ability to avoid, neutralize, or mitigate conflicts. The

Offeror’s plan clearly explains processes, controls, firewalls, organizational structures, staffing approaches, or other mechanisms used to prevent OCI risks. The Offeror’s demonstrates that the mitigation strategies are consistent with FAR Subpart 9.5. The

Offeror’s plan adequately incorporates all required information referenced in Section 8 of the APS Combined Synopsis Solicitation.

The Offeror’s plan contains no internal contradictions or missing elements that would prevent successful execution of mitigation measures.

ii. To be rated Unacceptable: The Offeror’s plan fails to identify potential or actual OCIs associated with this requirement. Omits one or more of the three required OCI categories (Unequal Access to

Information, Biased Ground Rules, Impaired Objectivity). Provides mitigation strategies that are incomplete, infeasible, or inconsistent with FAR Subpart 9.5. Does not demonstrate adequate measures or controls to avoid, neutralize, or mitigate OCI risks. Fails to include the required information described in Section 8 of the APS Combined

Synopsis Solicitation. Presents conflicting, vague, or insufficient mitigation mechanisms that leave residual OCI concerns.

Demonstrates that the offeror would be unable to perform without creating an unmitigated OCI.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

(c) PHASE II EVALUATION

The Government will evaluate Phase II submission on an Acceptable /

Unacceptable basis. The Offeror must receive an "Acceptable" rating on both parts to be determined “Compliant”. If an Offeror receives an Unacceptable rating in any area, that Offeror will be determined “Non-Compliant”, but the Offeror may choose to participate further in the competition at their own discretion.

Evaluation of Part 1: The Oral Presentation (Subfactor 1.d)

iv. Subfactor 1.d – Implementation and Alignment with Subfactor 1.a – Agile

Implementation Plan and SOO.

The Government will evaluate the Offeror’s Oral Presentation based upon how clearly and comprehensively it defines the Offeror’s approach to the following areas:

1. Resource Allocation & Dispersed Support (Subfactor 1.a/1.d):

a. The Government will evaluate the Offeror's detailed strategy describing how it will provide appropriate and sufficient capacity to meet the requirements of the Government’s SOO and the Offeror’s proposed Agile Implementation

Plan. The Government will evaluate how the Offeror addresses its approach for resourcing geographically dispersed sites to ensure uninterrupted, synchronized mission support.

i. To be rated Acceptable: The Offeror shall provide a detailed strategy demonstrating how it will provide appropriate and sufficient capacity to meet the requirements of the Government’s SOO and the Offeror’s Phase 1 Agile Implementation Plan. The Offeror shall demonstrate its approach for resourcing geographically dispersed locations, including measures to ensure uninterrupted, synchronized support. The Offeror shall provide a strategy and approach that are feasible and can be implemented.

To be rated Unacceptable: The Offeror fails to provide a detailed strategy demonstrating how it will provide appropriate and sufficient capacity to meet the requirements of the Government’s SOO and the Offeror’s Phase 1 Agile Implementation Plan. The Offeror fails to demonstrate its approach for resourcing geographically dispersed locations, including measures to ensure uninterrupted, synchronized support. The Offeror’s strategy and approach are not feasible or cannot be practically implemented.

2. Workforce Management & Backfill Speed (Subfactor 1.a/1.d):

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

a. The Government will evaluate the Offeror’s plan to recruit and manage a qualified, large and geographically dispersed workforce. The Government will evaluate whether the plan provides details describing the exact procedural pipeline to backfill vacant positions as expeditiously as possible, to prevent degradation in sprint velocity and mission support.

i. To be rated Acceptable: The Offeror provides a clear, feasible, and well-defined plan to recruit and manage a qualified, large and geographically dispersed workforce. The Offeror’s plan provides details describing the procedural pipeline to backfill vacant positions as expeditiously as possible, to prevent degradation in sprint velocity and mission support. The Offeror’s plans must be realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to provide a clear, feasible, and well-defined plan to recruit and manage a qualified, large and geographically dispersed workforce. The Offeror’s plan fails to provide details describing the procedural pipeline to backfill vacant positions as expeditiously as possible, to prevent degradation in sprint velocity and mission support. The Offeror’s plans are unrealistic or cannot be implemented.

3. Retention & Turnover Mitigation (Subfactor 1.a/1.b):

a. The Government will evaluate the Offeror’s description of the strategies and incentives it will use to retain employees and reduce turnover.

i. To be rated Acceptable: The Offeror provides clear and feasible strategies and incentives that are likely to retain employees and reduce turnover. The strategies described are realistic.

ii. To be rated Unacceptable: The Offeror fails to provide clear and feasible strategies and incentives that are likely to retain employees and reduce turnover. The strategies described are not realistic.

4. Corporate Training Investment Protection (Subfactor 1.a/1.d):

a. The Government will evaluate the Offeror’s approach for providing corporate-funded, domain‑specific training to ensure employees remain highly skilled assets and their demonstration that all such training will be company-funded and not constitute a responsibility or expense of the Government.

i. To be rated Acceptable: The Offeror provides a clear and feasible approach for delivering corporate-funded, domain-specific training.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

The Offeror explicitly demonstrates that all training costs are company funded and not a Government expense or responsibility.

ii. To be rated Unacceptable: The Offeror fails to provide a clear and feasible approach for delivering corporate-funded, domain-specific training. The Offeror fails to explicitly demonstrate that all training costs are company funded and not a Government expense or responsibility.

5. Operations & Multi-Level Interactions (Subfactor 1.a/1.d):

a. The Government will evaluate the Offeror’s approach for conducting daily

APS operations. The Government will evaluate the Offeror’s specific processes, task assignments, and communication flows across

Organizational (CPE ST3), Project Managers/Leads (PMs/PLs), Product

Managers/Leads (PdM/PdL), and Team levels that will enable responsive and effective execution.

i. To be rated Acceptable: The Offeror describes a clear, detailed, and feasible daily APS operations approach. The Offeror provides well‑defined processes, task assignments, and communication flows across CPE ST3, PM/PL, PdM/PdL, and Team levels. The

Offeror’s approach, processes, task assignments and communication flows are realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to describe a clear, detailed, and feasible daily APS operations approach. The Offeror fails to provide well‑defined processes, task assignments, and communication flows across CPE ST3, PM/PL, PdM/PdL, and

Team levels. The Offeror’s approach, processes, task assignments and communication flows are unrealistic or cannot be implemented.

6. Cross-Functional Governance & Tool Utilization (Subfactor 1.d):

a. The Government will evaluate the Offeror’s "Talent Pool Composition and

Cross-Functional Governance" approach aligned to the Offeror’s business practices. The Government will evaluate the Offeror’s manner in which it will utilize the Jira environment to actively manage cross-functional resources and track talent capabilities, validating the methodology proposed in the Phase I

Submission.

i. To be rated Acceptable: The Offeror presents a clear, comprehensive, and feasible “Talent Pool Composition and Cross-

Functional Governance" approach aligned to the Offeror’s business

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 practices. The Offeror describes the manner in which it will utilize the Jira environment to actively manage cross-functional resources and track talent capabilities in real time, validating the methodology proposed in the Phase I Submission. The Offeror’s utilization of the

Jira environment is realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to provide clear, comprehensive, and feasible “Talent Pool Composition and Cross-

Functional Governance" approach aligned to the Offeror’s business practices. The Offeror fails to describe the manner in which it will utilize the Jira environment to actively manage cross-functional resources and track talent capabilities in real time, validating the methodology proposed in the Phase I Submission. The Offeror’s utilization of the Jira environment is unrealistic or cannot be implemented.

7. Multi-Level Dashboards & Metrics (Subfactor 1.d):

a. The Government will evaluate the Offeror’s approach for utilizing the Jira environment to organize data, visualize workflow, and clearly communicate status via informative dashboards configured for the CPE, PM/PL, and

PdM/PdL levels.

i. To be rated Acceptable: The Offeror clearly demonstrates its approach for utilizing the Jira environment to organize data, visualize workflow, and clearly communicate status via informative dashboards configured for the CPE, PM/PL, and PdM/PdL levels.

The Offeror’s approach for utilizing Jira is realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror fails to demonstrate its approach for utilizing the Jira environment to organize data, visualize workflow, and clearly communicate status via informative dashboards configured for the CPE, PM/PL, and PdM/PdL levels.

The Offeror’s approach for utilizing Jira is unrealistic or cannot be implemented.

8. Agile Implementation Approaches (Subfactor 1.d):

a. The Government will evaluate the Offeror’s top three approaches for improving the effectiveness of the APS services and shall describe how each recommended change would be implemented in Jira.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

i. To be rated Acceptable: The Offeror’s top three approaches for improving the effectiveness of the APS services are clear and well-supported through analysis of the Government-provided data.

The Offeror describes how each recommended change would be implemented in Jira. The Offeror’s approaches for improving the effectiveness of APS services and their implementation are realistic and can be implemented.

ii. To be rated Unacceptable: The Offeror’s fails provide its top three approaches for improving the effectiveness of the APS services are clear and well-supported through analysis of the

Government-provided data. The Offeror fails to describe how each recommended change would be implemented in Jira. The Offeror’s approaches for improving the effectiveness of APS services and their implementation are unrealistic or cannot be implemented.

Evaluation of Part 2: Government provided Scenario Injects (Subfactor 1.d): - Oral

Presentation (Subfactor 1.d)

v. Subfactor 1.d – Scenario Injects

The Government will evaluate the Offeror’s responses to the Government provided

Scenario Injects. The Government will evaluate how the Offeror describes its capability to maintain continuity of operations and apply agile change‑management practices to ensure uninterrupted contractual performance based on the Scenario Injects.

The 2 scenario injects will include the areas that the Government will use to evaluate each response. The Government will evaluate the Offeror’s responses in one area, multiple areas, or all areas described below, as relevant to each Scenario Inject:

a. Entering, sizing, and triaging requirements generated by the scenario inject.

b. Reprioritizing the backlog and adjusting sprint or workflow plans.

c. Orchestrating technical and functional resources.

d. Executing effective HR actions, including access management, onboarding/offboarding, and labor resource reassignment.

e. Demonstrating compliance with labor category qualification and hiring requirements.

f. Describing and demonstrating continuity of operations measures.

g. Explaining and demonstrating how uninterrupted performance is maintained through communication protocols, risk mitigation, technical remediation, and workflow stabilization.

i. To be rated Acceptable: The Offeror provides clear, timely, and effective responses to Scenario Injects. The described actions

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 reflect a mature capability to conduct real-time triage, maintain continuity of operations, and apply agile change-management practices. The Offeror’s responses appropriately address the applicable evaluated areas, demonstrating feasible, well-structured, and credible methods for ensuring uninterrupted contractual performance.

ii. To be rated Unacceptable: The Offeror’s responses to Scenario

Injects are unclear, insufficient, delayed, or ineffective. The description does not show the ability to conduct real-time triage, maintain continuity of operations, or apply agile change-management practices. The responses fail to adequately address the applicable evaluated areas or do not provide confidence in the Offeror’s ability to ensure uninterrupted contractual performance.

Post-Demonstration Clarifications: Immediately following the 60-minute Technical

Demonstration, the Government may conduct a Clarification Phase not to exceed 30 minutes. In accordance with FAR 15.306(a), these exchanges will be strictly limited to clarifying minor irregularities, ambiguities, or clerical errors observed during the live demonstration or within the submitted presentation materials.

Under no circumstances will the Clarification Phase be used to permit the Offeror to cure material omissions, correct technical failures on the Pass/Fail checklist, or revise any portion of their proposed technical approach, staffing model, or pricing. The

Government will NOT enter into formal discussions or negotiations during this phase.

(d) PHASE III EVALUATION

All Offerors that have been deemed “Compliant” and have not rescinded their proposals because of the “Advisory Down-Select notification” are eligible to submit final proposals for Phase III.

VOLUME 1: FACTOR 1 – Technical Subfactors (Phase III submissions)

vi. Subfactor 1.e – Proposed Performance Work Statement (PWS), CDRLs and Quality Assurance Surveillance Plan (QASP)

A. PWS Evaluation Criteria

The Government will evaluate the Offeror’s binding, contractor-developed Performance

Work Statement (PWS). The evaluation will assess the extent to which the PWS

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023 translates the Government’s requirements into a single, comprehensive, and enforceable contract document. The Government will also evaluate whether the PWS is organized using the Government-provided PWS Template and incorporates all tasks, plans, approaches, and commitments detailed in the three required source documents:

1. Statement of Objectives (SOO):

The Government will evaluate the extent to which the Offeror’s contractor-developed PWS converts every performance objective, desired end-state, and operating constraint from all sections of the Government’s

Statement of Objectives into clear, measurable, and enforceable contractual requirements and deliverables (CDRLs).

i. To be rated Acceptable: The PWS fully and accurately translates all performance objectives, desired end-states, and operating constraints from the Statement of Objectives into measurable, enforceable requirements and clearly defined CDRLs. The PWS demonstrates a comprehensive understanding of the Government’s objectives and provides traceability from the objectives to the contractual requirements.

ii. To be rated Unacceptable: The PWS fails to translate one or more performance objectives, desired end-states, or operating constraints into measurable, enforceable requirements or CDRLs.

The translation is incomplete, inaccurate, unclear, or lacks traceability to the Statement of Objectives, resulting in an insufficient or unenforceable contract document.

2. Phase I Agile Implementation Plan:

The Government will evaluate the extent to which the Offeror’s contractor-developed PWS integrates and codifies all tasks, plans, and approaches detailed in the Offeror’s written Phase I submission. The evaluation will assess whether the PWS effectively transforms the proposed methodology into clear, binding, and enforceable contractual commitments.

i. To be rated Acceptable: The PWS fully incorporates and codifies all tasks, plans, and approaches from the Offeror’s Phase I submission. The proposed agile methodology is clearly translated into binding contractual requirements, demonstrating coherence, completeness, and traceability. The PWS reflects a comprehensive understanding of the Offeror’s proposed Phase I approach and provides enforceable commitments that support contract performance.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

ii. To be rated Unacceptable: The PWS fails to sufficiently incorporate or codify tasks, plans, or approaches from the Offeror’s

Phase I submission. The agile methodology is not clearly translated into enforceable contractual commitments, or significant elements are omitted, unclear, or inconsistent. The submission does not provide confidence that the Offeror can execute its proposed Phase

I approach under the contract.

3. Phase II Oral Presentation:

The Government will evaluate the extent to which the Offeror’s contractor-developed PWS incorporates all tasks, plans, and approaches detailed in the Offeror’s Phase II Oral Presentation. The evaluation will assess whether the PWS effectively formalizes all written and verbal commitments made during the presentation into clear, unambiguous, and enforceable contractual requirements.

i. To be rated Acceptable: The PWS fully incorporates and formalizes all tasks, plans, and approaches presented during the

Offeror’s Phase II Oral Presentation. All written and verbal commitments are clearly translated into enforceable contractual requirements. The PWS demonstrates completeness, consistency, and traceability, providing confidence that the Offeror will perform in accordance with the commitments made during the oral presentation.

ii. To be rated Unacceptable: The PWS does not fully incorporate or formalize all tasks, plans, or approaches from the Offeror’s Phase II

Oral Presentation. Written and verbal commitments are omitted, unclear, inconsistently translated, or not captured as enforceable requirements. The PWS lacks completeness or traceability, resulting in insufficient confidence that the Offeror will perform in accordance with its oral presentation commitments.

B. CDRL Evaluation Criteria

The Government will evaluate the Offeror-completed DD Form 1423, Contract Data

Requirements Lists (CDRLs), to determine whether all required data deliverables are fully identified, complete, and accurately aligned with the proposed PWS. The evaluation will assess whether each CDRL clearly identifies the required deliverable and provides an explicit, traceable cross-reference to the applicable PWS task or section.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

1. Completeness & PWS Traceability:

The Government will evaluate whether the Offeror has completed and submitted all four required CDRLs and the extent to which each DD Form 1423 is accurately and explicitly mapped to its corresponding PWS reference. The evaluation will assess completeness, traceability, and alignment between the

CDRLs and the PWS.

i. To be rated Acceptable: The Offeror submits all four required

CDRLs, and each DD Form 1423 is clearly, accurately, and explicitly mapped to the correct corresponding PWS reference. The submission demonstrates full traceability between the PWS and the CDRLs, ensuring enforceability, completeness, and alignment with contractual requirements

ii. To be rated Unacceptable: The Offeror fails to submit all four required CDRLs, or one or more DD Form 1423s lack accurate or explicit mapping to their corresponding PWS references. The submission is incomplete, unclear, or does not demonstrate sufficient traceability between the PWS and the CDRLs, resulting in ambiguity or unenforceability.

2. Content Alignment:

The Government will evaluate the extent to which the content and description of each CDRL directly and fully align with the requirements and deliverables specified in the corresponding PWS task. The evaluation will focus on clarity, accuracy, and consistency between the CDRLs and their associated PWS requirements.

i. To be rated Acceptable: Each CDRL’s content and description clearly, directly, and fully align with the requirements and deliverables defined in the corresponding PWS task. The submission demonstrates accurate mapping, consistency, and full alignment, ensuring the

CDRLs are enforceable and traceable to the PWS

ii. To be rated Unacceptable: One or more CDRLs fail to align with the requirements or deliverables specified in the corresponding PWS task.

Content is incomplete, inconsistent, or unclear, resulting in inadequate traceability or enforceability between the CDRLs and the PWS.

C. QASP Evaluation Criteria

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

The Government will evaluate the Offeror’s comprehensive QASP to determine whether it clearly describes the objective methods the Government will use to monitor contractor performance and verify that services are delivered in accordance with the PWS. The evaluation will assess the extent to which the QASP is structured to directly address the five evaluation gates outlined in FAR 52.212-2 of this solicitation.

1. Objective Standards & Numerical Acceptable Quality Levels (AQLs):

The Government will evaluate the Offeror’s QASP to determine whether it includes a detailed Performance Requirements Summary (PRS) Table that establishes specific, measurable, and numerical Acceptable Quality Levels

(AQLs) for all core tasks identified in the PWS. The Government will assess the completeness, clarity, and practicality of the PRS Table, including the required columns for PWS Task Reference, Performance Standard, AQL (as a numerical threshold), Surveillance Method, and Remedies/Disincentives.

i. To be rated Acceptable: The QASP contains a complete and well-structured PRS Table with specific, measurable, and numerical

AQLs for all core PWS tasks. Each row clearly includes the required columns: PWS Task Reference, Performance Standard, numerical

AQL, Surveillance Method, and Remedies/Disincentives. The PRS

Table demonstrates a practical and enforceable approach to performance monitoring, enabling objective Government surveillance and clear accountability.

ii. To be rated Unacceptable: The QASP does not provide a complete or adequately detailed PRS Table. One or more core PWS tasks lack specific, measurable, or numerical AQLs, or required columns are missing, unclear, or incomplete. The PRS Table does not provide sufficient information for objective performance monitoring or fails to establish enforceable standards, resulting in inadequate support for

Government surveillance.

2. Automated Surveillance Integration via Live Dashboard & Portal:

The Government will evaluate the extent to which the Offeror’s QASP establishes a primary surveillance method that provides continuous Government access to the contractor-provided live dashboard and knowledge management portal. The evaluation will assess whether the proposed surveillance approach enables real-time monitoring of contractor performance and supports verification that services are delivered in accordance with the PWS.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

i. To be rated Acceptable: The QASP clearly establishes a primary surveillance method that provides continuous Government access to the contractor-provided live dashboard and knowledge management portal. The approach enables real-time, automated monitoring of contractor performance, supports timely identification of issues, and aligns with PWS requirements. The submission demonstrates a practical and reliable method for ongoing Government oversight.

ii. To be rated Unacceptable: The QASP does not establish continuous

Government access to a contractor-provided live dashboard and knowledge management portal, or the method is unclear, incomplete, or nonfunctional. The proposed surveillance approach does not support real-time monitoring or fails to provide confidence that the

Government can effectively oversee contractor performance in accordance with the PWS.

3. Workforce Availability & Rapid Backfill Surveillance:

The Government will evaluate the extent to which the Offeror’s QASP establishes a binding surveillance availability metric across the workforce, including dedicated Key Personnel. The evaluation will assess whether the QASP defines a specific Acceptable Quality Level (AQL) and a clear surveillance method to ensure all positions are filled with fully qualified, Labor Category

(LCAT)-compliant personnel within 20 calendar days of vacancy.

i. To be rated Acceptable: The QASP establishes a clear, binding workforce availability metric that applies across all personnel, including

Key Personnel. The submission defines a specific, measurable AQL and provides a practical surveillance method that ensures all vacant positions are filled with fully qualified, LCAT-compliant personnel within

20 calendar days. The plan demonstrates credible, enforceable processes for maintaining workforce continuity and meeting contractual staffing requirements.

ii. To be rated Unacceptable: The QASP does not establish a binding workforce availability metric, lacks a specific or measurable AQL, or fails to define a clear surveillance method. The plan does not ensure that vacant positions will be filled with fully qualified, LCAT-compliant personnel within 20 calendar days, or the approach is infeasible, incomplete, or not enforceable. The submission does not provide confidence in the Offeror’s ability to maintain required staffing levels.

Attachment 03: FAR 52.212-2 Evaluation Criteria for Agile Professional Services Solicitation W900KK-26-R-A023

4. Financial Accuracy & FMS SLIN Segregation Auditability:

The Government will evaluate the Offeror’s QASP to determine whether it establishes a specific Acceptable Quality Level (AQL) of 95% financial accuracy for all monthly Consolidated Cost Reports. The evaluation will also assess the extent to which the QASP details a clear and enforceable auditing method that ensures 0% tolerance for misallocation or cross-charging between domestic funding lines (CLINs) and Foreign Military Sales (FMS) cases (SLINs).

i. To be rated Acceptable: The QASP defines a precise, measurable

AQL of 95% financial accuracy for all monthly Consolidated Cost

Reports and provides a clear, practical, and…