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UNCLASSIFIED

ISEC ACC-APG TEIS IV

INDUSTRY DAY

ADMINISTRATIVE NOTES

Adelle J. Kostur Contract Specialist

Adelina.j.Kostur.civ@mail.mil 520-538-6383 mailto:Adelina.j.Kostur.civ@mail.mil

Orientation

Exit ( In case of Emergency)

Restrooms

Drinks

Rules of Engagement

Smoking

Presenter Presentation Notes

Dining Options on Fort Huachuca

Greely Hall Cafeteria (Inside the Bldg-First Floor) Jeannie’s Diner (Bowling Center Bldg 52010, Arizona and Hatfield Streets ) AAFES Main Exchange ( Subway, Papa John’s-Bldg 52030, Arizona Street) AAFES Troop Store Exchange (Popeye's, Taco Bell, Charley's-Bldg 8230, Hatfield and Bissel Streets) Burger King (Bldg 51004)

Event Agenda

Administrative Remarks 9:00 a.m.

Adelle Kostur, Ctr Spc

Opening Remarks 9:10 a.m.

Jeff Sorensen, ACC Dir

ACC APG Huachuca 9:15 a.m.

Karen Billick, Ctr Off

Break 9:30 a.m.

Mission Requirement 9:45 a.m.

COL Ortiz, ISEC CDR

Lunch 11:30 a.m.

Solicitation 1:00 p.m.

Karen Billick, Ctr Off

Break 1:30 p.m.

Small Business Professional 1:45 p.m.

Sonya Delucia

Wrap-up 2:30-3:00 p.m.

Karen Billick, Ctr Off

ISEC ACC-APG TEIS IV

INDUSTRY DAY

Opening Remarks

Jeffrey L. Sorensen Division Chief, ACC-APG

Jeffrey.L.Sorensen4.civ@mail.mil 520-538-8248

Presenter Presentation Notes Good Morning and welcome to Total Engineered Integrated Services - TEIS IV – Industry Day

My name is Mrs. Adelle Kostur, the contracting Specialist for the TEIS IV contract.

And I will provide you the administrative notes this morning.

Next slide please….

ISEC ACC-APG TEIS IV

RFP : W9128Z19R0002

Karen E. Billick Contract Specialist

Karen.e.billick.civ@mail.mil 520-538-8832

Presenter Presentation Notes Good Morning

My name is Mrs. Adelle Kostur, the contracting Specialist for the TEIS IV contract.

And I will provide you the administrative notes this morning.

Next slide please….

UNCLASSIFIED//FOUOTEAM AMC UNCLASSIFIED//FOUO

U.S. Army Information Systems Engineering Command (USAISEC)

Command Brief TEIS IV Industry Day 1 Oct 2019

UNCLASSIFIED//FOUOTEAM AMC

AGENDA

Team Army Materiel Command (AMC)

USAISEC

USAISEC Footprint USAISEC Worldwide Presence

Special Areas of Emphasis Mission Engineering Directorate (MED) Transmission Systems Engineering Directorate

(TSD)

Ft Huachuca Engineering Directorate (FHED) Ft Detrick Engineering Directorate (FDED) National Capital Engineering Directorate (NCRED) Summary Questions

Team AMC

GEN Gustave F. Perna

CG, AMC

TYAD

Tobyhanna Army Depot

Coolbaugh Township, PA

ILSC

Integrated Logistics

Support Center

APG, MD

SEC

Software Engineering

Center

APG, MD

CTSF

Central Testing Support

Facility Fort Hood, TX

ISEC

Information Systems

Engineering Command Fort Huachuca, AZ

FHED

Fort Huachuca

Engineering Directorate Fort Huachuca, AZ

MSD

Mission Support

Directorate Fort Huachuca, AZ

TSD

Transmission Systems

Directorate Fort Huachuca, AZ

MED

Mission Engineering

Directorate Fort Huachuca, AZ

FDED

Fort Detrick

Engineering Directorate Fort Detrick, MD

NCRED

National Capital Region Engineering Directorate

Fort Belvoir, VA

FIELD OFFICES

Fort Lee

Fort Eustis Fort Bragg

Fort Gordon Miami

Europe (GER)

* Italy

Pacific (HI, KOR)

MG Mitchell L. Kilgo

CG, CECOM

Senior Commander, APG

AMLC

U.S. Army Medical

Logistics Command Fort Detrick, MD

CECOM

Communications-

Electronics Command

APG, MD

USASAC

U.S. Army Security Assistance Command

RSA, AL

AMCOM

U.S. Army Aviation and Missile Command

RSA, AL

ACC

U.S. Army Contracting Command

RSA, AL

IMCOM

U.S. Army Installation Management Command JB San Antonio, TX

SDDC

U.S Military Surface Deployment & Distro Cmd Scott AFB, IL

ASC

U.S. Army Sustainment Command

RIA, IL

JMC/JM&L

Joint Munitions Cmd / Joint Munitions & Lethality

RIA, IL

TACOM

U.S. Army Tank-Auto & Armaments Command Warren, MI

Provide Command, Control, Communications, Computers, Combat Systems, Intelligence, Surveillance, and Reconnaissance (C5ISR) Systems

Engineering Support that Enables the Mission Command of the Army and Joint Warfighter Worldwide.

MISSION

VISION

A Well-Trained, Well-Resourced, Properly Organized Team that Provides Modern and Resilient C5ISR Systems Engineering Support Worldwide.

1. Networking

2. Wireless

3. Enterprise Infrastructure

4. Voice over IP (VoIP)

CORE CAPABILITIES

5. Cloud Engineering

6. Facilities

7. Cyber Security

8. Visual Information Systems

9. Satellite Communications

10. Command & Control Systems

11. Terrestrial & Technical Controls

12. Powering & Grounding

USAISEC

USAISEC Footprint

ISEC HQs Mission Support Directorate FH Engineering Directorate Mission Engineering Directorate Transmission Systems Directorate

Ft. Huachuca, AZ

FD Engineering Directorate Ft. Detrick, MD

NCR Engineering Directorate Ft. Belvoir, VA

Field Office Ft. Lee, VA

Field Office Ft. Gordon, GA

JSOC Field Office Ft. Bragg, NC

Army Training Information Systems Field Office

Ft. Eustis, VA

SOCSOUTH Field Office Miami, FL

USARPAC G6 Field Office Ft. Shafter, HI Pacific Field Office

S. Korea Europe Field Office Germany

CECOM HQs Aberdeen Proving Ground, MD

Italy

World Wide Support

TEAM AMC UNCLASSIFIED//FOUO

OCONUS

- Italy - Australia

- Germany - Bahrain

- United Kindom - Greenland

- Belgium - Dubai

- Spain

- South Korea

- Russia - Japan

- Hawaii - Quatar

- Alaska - Africa

- Diego Garcia

CONUS

- Hawaii - Maryland

- Virginia - New Jersey

- Pennsylvania

- North Carolina

- Arizona

- South Carolina

- Massachusetts - New York

- Florida - Utah

- Texas

- West Virginia

- Louisiana - Washington

- Alabama - Indiana

- Arkansas - Illinois

- California - Kentucky

- Colorado - Kansas

- Georgia - Iowa

- Tennessee - Missouri

- Washington D.C.

Areas of Specialization

Systems Engineering Network Engineering Transmission Systems Engineering Cyber Security SCADA/ICS security Risk Management Framework

Power and Grounding expertise Outside Plant (OSP)/ Inside Plant (ISP)

Technicians Quality Assurance (QA) Properly Cleared Personnel, up to Top Secret is often required

Mission Engineering Directorate (MED)

To evaluate, secure, and assess the Army's integrated enterprise networking components and information systems.

DODIN APL Testing CDS Certification Cyber Security Engineering Security Control Assessor – Validator Technical Support to Army-wide Contracts (CHESS)

MISSION

CORE FUNCTIONS

GOING FORWARD

Expand USAISEC role in Approved Product List (APL) lab testing and increased Security Control Assessor-Validators (SCA-V) efforts

MED - Current Customers

Program Executive Office (PEO) Enterprise Information Systems ( EIS)

PEO Intelligence, Electronic Warfare and Sensors

(IEW&S)

PEO Simulation, Training and Instrumentation

(STRI)

PEO Aviation US Army Corps of Engineers Defense Information Systems Agency (DISA) Joint Interoperability Test Command (JITC) Defense Health Agency (DHA) Missile Defense Agency (MDA) Commercial Vendors

Transmission Systems Directorate (TSD)

Enable worldwide power projection through cyber systems engineering, integration, implementation, quality assurance, and test & acceptance of terrestrial and space-based communications and core backbone technologies to the Joint Warfighter

Defense and Commercial Satellite Communications Systems Terrestrial Radio and Optical Transport Systems Technical Control and Command, Control, Communications & Computers (C4) Facilities Wide Area Networking (WAN) Intelligence, Electronic Warfare (IEW) Communications Grounding, bonding, shielding and lightning protection

MISSION

CORE FUNCTIONS

GOING FORWARD

Continued support to existing long-term customer base Expand Army Depot Wireless support

TSD – Current Customers

Project Manager (PM), Defense Communications and Army Transmission Systems (DCATS)

DISA

Air Force Wideband Enterprise Terminal (AFWET) Naval Information Warfare Center (NIWC) Program Manager Network Modernization (PdM

NETMOD)

Intelligence and Information Warfare Directorate (I2WD) Surface Deployment and Distribution Command (SDDC) Joint Communications Support Element (JCSE)

MDA

AMC

Ft Huachuca Engineering Directorate (FHED)

The Fort Huachuca Engineering Directorate designs, develops and deploys Information Technology (IT) Systems Engineering and Integration for Army, Department of Defense and Federal Agency customers.

Design – Functional / System / System of Systems Engineering

Develop - Technical Products & Engineering Artifacts

Deploy - IT and telecommunications infrastructure for installations and C5ISR facilities

CORE FUNCTIONS

GOING FORWARD

Establish USAISEC as go-to engineering support for Army Futures Command.

Exploit existing visual information systems (VIS) expertise to satisfy future requirements within USA Forces Command, PEO Command, Control Communications Tactical (C3T), PEO STRI, PEO EIS, and other markets.

FHED - Current Customers

MILITARY CONSTRUCTION

Army Futures Command (AFC) Cyber Center of Excellence Campus (CCoE) U.S. Army Garrison -Humphreys SCIFs 20th CBRNE Command U.S. Army War College U.S. Army Military Academy (USMA)

ENGINEERING SUPPORT

Defensive Cyber Operations (DCO) - Infrastructure Joint Special Operations Command (JSOC) Enterprise Security Information Event Management System

(E-SIEMS)

USARPAC G6

SOCSOUTH

Home Station Mission Command Centers (HSMCC)

Ft Detrick Engineering Directorate (FDED)

Provide World-Wide Systems Engineering, Integration, Implementation, Quality Assurance, Test, and Other Technical Support Functions in the

Following Functional Areas

Outside Cable Plant Telephone Switch Systems Campus Area Networks Premise Wiring

MISSION

CORE FUNCTIONS

All current work is enduring with no foreseeable end.

Potential Growth Areas

Integration of FirstNet into Post/Camp/Stations (P/C/S) QA support to Enterprise IT as a Service (EITaaS) Installation Management Command (IMCOM) and AMC installation support

GOING FORWARD

Local Area Networks Secure Circuits and

Networks Land Mobile Radio

FDED - Current Customers

DHA

Military Construction-Army IT Army Chief Information Officer (CIO)/G6 and

G3/5/7 Air Traffic Control Land Mobile Radio Army Training Information System

SIPRNET

National Capital Region Engineering (NCRED)

Provide Cyber Systems Engineering, Integration, Implementation, Evaluation to DOD organizations within the National Capital Region, in addition to delivering IT engineering services in three Combatant

Command Areas of Responsibility

Information Systems Networks & Infrastructure Engineering Data Center Systems & Facilities Data recovery (DR) & Continuity of Operations (COOP) Engineering C5I Systems & Integration

VIS

ISP/OSP Engineering Enterprise System Integration

MISSION

CORE FUNCTIONS

GOING FORWARD

Continue support relationship to the PEO Community Foster USAISEC role in support of EITaaS

NCRED Customer Portfolio

PM DCATS

Product Manager (PdM), Installation Information

Infrastructure Modernization Program (I3MP) PdM Power Projection Enablers (P2E) PM Defensive Cyber Operations (DCO) PdM Global Combat Support System – Army

(GCSS-A)

Product Lead (PD) Logistics Information Systems

(LIS)

PdM Army Training Information System (ATIS) US Army Intelligence & Security Command

(INSCOM) CIO/G6

White House Communications Agency (WHCA) US Africa Command (AFRICOM) US Army Pacific (USARPAC) National Defense University (NDU) Joint Forces Headquarters (JFHQ) US Forces Korea (USFK) J6 US Army Audit Agency (USAAA)

Summary

USAISEC is the U.S. Army’s only information systems engineering organization.

USAISEC’s priorities are aligned with CECOM and AMC – C5ISR Readiness, Future Force C5ISR, and People Always!

USAISEC’s Total Engineering and Integration Services Contracts have been and will continue to be Force Multipliers.

QUESTIONS

Please direct all questions to:

usarmy.Huachuca.cecom.mbx.teis-iv-usaisec@mail.mil Visit FedBizOps www.FBO.gov Solicitation: W9128Z19R0002 mailto:usarmy.Huachuca.cecom.mbx.teis-iv-usaisec@mail.mil http://www.fbo.gov/

U.S. Army Information Systems Engineering Command (USAISEC)

Command Brief 7 August 2019

ISEC ACC-APG TEIS IV

RFP : W9128Z19R0002

Acquisition/Contract Strategy Briefing

Karen E. Billick Contract Specialist

Karen.e.billick.civ@mail.mil 520-538-8832

Presenter Presentation Notes Good Morning

My name is Mrs. Adelle Kostur, the contracting Specialist for the TEIS IV contract.

AGENDA

Purpose Background Requirement Acquisition Overview Organizational Conflict of Interest Solicitation Instructions RFP content Responding to the Requirement Evaluation Terms and Conditions Milestone Schedule Website for Communications

Presenter Presentation Notes First, You can find the restrooms as you depart the auditorium to your left.

Second, If you need a snack or something to drink – as you depart to the auditorium turn right and your will find the Greely Cafeteria on your right. You can also find refreshments at the snack machines near the stairs where you came down.

No food or drinks are allowed in the Greely Hall auditorium unless the container has a lid.

Third, Rules of engagement – Please, turn off all your devices and there is no recording allowed. Please do not ask questions until the wrap-up discussion at the end of the event.

Please wear your badges provided at check-in at all time – You will need to show the issued badge and photo ID to the security guards when you enter the Greely Hall.

Lastly, if you smoke – there is a smoking area outside the Greely Hall Cafeteria. Go out the back door and turn to the right and the courtyard will be on the right after the Greeley Hall Cafeteria.

PURPOSE

Provide Industry an overview of the TEIS IV Acquisition

Facilitate a one-way informative briefing to improve Industry’s understanding of the Government’s requirement

Enhance the probability of obtaining quality services at a reasonable cost

Increase efficiency in proposal preparation, proposal evaluation, and contract award

Presenter Presentation Notes Dining options for lunch are the Greely Hall Cafeteria in the building.

Outside of Greely Hall please refer to your map provided in your welcome packet

There is a Burger King, Jeannie’s Diner at the bowling alley, a food court in the in the PX, and another food court at mini mall/gas station that you passed on the way in.

TEIS III BACKGROUND

The TEIS IV acquisition is a follow-on to the current TEIS III MA IDIQ contract in Option Year 10.

Ordering period expires 21 July 2020 with task order performance ending 21 July 2021.

The incumbent contractors are GDIT, NCI and SAIC

The estimated contract value is $892 million

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

Thank you for your attention

I will followed by Mr. Jeff Sorenson the ACC Director

REQUIREMENT

The services performed under this requirement will include IS engineering and IT support services to USAISEC. The services will include engineering related activities in support of all aspects of information and communication systems.

Support will be required for the full life cycle of USAISEC projects to include planning, design, development, engineering, implementation, procurement, logistics, evaluation, test, sustainment, systems retirement, and ancillary services.

World wide support is required

Some work will be at highly secure facilities requiring the highest level clearance

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

ACQUISITION OVERVIEW

North American Classification Code System

(NAICS)

NAICS code is 541512, Computer Systems Design Services

NAICS code selection based on definition which best describes the principal nature of the product or service being acquired

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

ACQUISITION OVERVIEW

Multiple Award (MA) Indefinite Delivery/Indefinite Quantity (IDIQ) contracts

Using Firm Fixed Price (FFP) and Cost Plus Fixed Fee (CPFF) task orders.

Full and Open Competition

20% Small Business Participation

Ordering Period:

Base Period: Five Years Option Period: Five Years

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

ACQUISITION OVERVIEW

Federal Acquisition Regulation (FAR) PART 15 Acquisition

Evaluation Method Best Value Tradeoff – Permits trade-offs between cost and non-cost factors and allows the Govt. to accept other than the lowest priced proposal

Formal Source Selection – Evaluation and selection of the successful Offeror will be performed by the following:

Source Selection Authority (SSA), Source Selection Authority Council (SSAC), Source Selection Evaluation Board (SSEB), and Procuring Contracting Officer (PCO)

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

ACQUISITION OVERVIEW

Evaluation Policy:

Proposal evaluation requires a mixture of fact-finding and reporting and the application of professional judgment to provide a comprehensive picture of the adequacy of each proposal. This requires:

Examination and judgment of the merits of each proposal as compared to the criteria established for evaluation.

Validation of the information, estimates and projections of each offeror as presented in their proposal.

Successive summarization of the detailed evaluation results accompanied by analysis in sufficient depth to give visibility to any significant findings or reservations.

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

ORGANIZATONAL CONFLICT OF INTEREST

A review of the TEIS IV acquisition, relative to FAR Subpart 9.5 reveals that an OCI could exist on a Task Order issued under the TEIS IV Program if:

the TO is to provide on-site Quality Control support for an IT system that is being installed by another major command’s Contractor the TO is to integrate, install, test and provide training on an IT system where the USAISEC customer has issued a contract to perform the Operations and Maintenance support

In order to avoid potential OCI issues, an OCI clause will be included in the solicitation and resultant contract

The Contracting Officer shall review and mitigate all potential OCIs with interested vendors as they arise

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

SOLICITATION INSTRUCTIONS

Solicitation Sections - Utilization of the Uniform Contract Format (UCF)

Schedule A Solicitation/Contract Form Schedule B Supplies or Services & Prices or Cost Schedule C Specification/PWS Schedule D Packaging & Marking Schedule E Inspection & Acceptance Schedule F Deliveries or Performance Schedule G Contract Administration Data

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

SOLICITATION INSTRUCTIONS

Schedule H Special Contract Requirements Schedule I Contract Clauses Schedule J List of Attachments Schedule K Representations, Certifications, & Other

Statements Schedule L Instructions, Conditions, & Notices to Offerors Schedule M Evaluation Factors for Award

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

SOLICITATION INSTRUCTIONS

Format

Follow Section L-16 for Proposal Submission Instructions

Ensure that the proposal contains all necessary information

Review proposals thoroughly and check for mistakes

Provide all required documentation and ensure proposal is complete in all respects

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

SOLICITATION INSTRUCTIONS

Proposal Submission

The actual submission due date will be specified in the RFP

Anticipate that industry will have 30 days from RFP release to submit proposals

Offerors are cautioned to examine the solicitation in its entirety

Proposals shall be sent electronically using the Department of Defense Safe Access File Exchange (DOD SAFE) web portal. The DOD SAFE website is located at https://safe.apps.mil/

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

https://safe.apps.mil/

SOLICITATION INSTRUCTIONS

Proposal Submission

One set of CD/DVDs containing the whole Offerors proposal shall be hand carried or mailed

Offerors are cautioned not to wait until the last minute to upload proposal documents in case of system error or failure.

This could result in late submissions, see L.16.2. It is incumbent upon the offeror to ensure timely submittal and receipt of proposals.

Government reserves the right to award without discussions with Offerors (IAW FAR 52.215-1)

Offeror agrees to hold firm the prices in its offer for 180 calendar days

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

SOLICITATION INSTRUCTIONS

Proposal Submission Offeror shall acknowledge amendments to the solicitation by signing the Standard Form 30

Offeror’s request for RFP clarification should be submitted via email to usarmy.huachuca.cecom.mbx.teis-iv-usaisec@mail.mil

Vendors must provide a group e-mail address for communications from the KO or Contract Specialist. E-mail notifications will be sent ONLY to the e-mail address that you specify as your company group e-mail address

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

mailto:usarmy.huachuca.cecom.mbx.teis-iv-usaisec@mail.mil

SOLICITATION INSTRUCTIONS

Proposal Submission

Evaluation Notices (EN)

Required for each weakness, significant weakness, deficiency, and uncertainty.

The Government’s obligation during discussions is to call the contractor’s attention to all deficiencies, uncertainties, significant weaknesses and weaknesses at least once

Should discussions occur, the Contracting Office will issue ENs via e-mail to the Offeror(s). Detailed instructions for response & submission will be provided at time of issuance

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

RFP CONTENT

VOLUME 1 – GENERAL (Section L-20.1) Proposal Transmittal Letter

Statement of Compliance Proprietary Information Format and Content DoD Security Clearance o Defense Industrial Security Clearance Office (DISCO)

DCMA and DCAA Points of Contact Adequate Business Systems

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

RFP CONTENT

VOLUME 1 – GENERAL (Section L-20.1) Disclosure of Potential Organizations Conflicts of Interest Solicitation Documents – Sections A, G, & K

DD254

Financial Responsibility Small Business Subcontracting Plan (Other than

Small Business Only) Joint Venture/Teaming Arrangements. Major Sub-contractor is defined as 10% or more of the total contract value

Quality Control Plan

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

RFP CONTENT

Representations and Certifications The offeror must verify they are currently registered in

System for Award Management (SAM), and has completed the Representations and Certifications section of SAM electronically, the offeror may choose to use paragraph (d) of this provision instead of completing the corresponding individual representations and certifications in the solicitation. The offeror shall indicate which option applies.

Offerors’ will be required to utilize and adhere to the Synchronized Predeployment and Operational Tracker (SPOT) business rules. It is strongly recommended that Offerors’ review the websites and request additional information on the registration and requirements for JCCS/JCXS (https://www.jccs.gov/jccscoe/)

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

https://www.jccs.gov/jccscoe/

RFP CONTENT

VOLUME 2 – TECHNICAL (Section L-20.2)

Subfactor: Sample Tasks - there are 3 o Approach -includes the Quality Control and Risk

Mitigation Plans specific to each sample task o A Work Breakdown Structure for each sample task o A Project Schedule for each sample task

Subfactor: Management o Management Plan o Recruitment and Retention

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

RFP CONTENT

VOLUME 3 – PAST PERFORMANCE FACTOR

(Section L-16.3)

RECENCY: The Offeror’s past performance will be determined to be recent if the data used in conducting performance risk assessments does not extend past three years prior to the issue date of the solicitation.

RELEVANCY: Once the Recency of a contract action has been established, the Offeror’s past performance will be assessed to determine how relevant a recent effort accomplished by the Offeror is to the TEIS IV services requirement being acquired through this solicitation.

Presenter Presentation Notes This is the Agenda we will follow today

Lunch is from 1200-1230

Again please save your questions until wrap up session at 1500 today.

RFP CONTENT

VOLUME 3 – PAST PERFORMANCE FACTOR (Section L-16.3)

The Offeror shall provide a list of all references requested to submit Past Performance Questionnaires on your company’s behalf. The Government has provided the worksheet, Section J, Attachment 061, Past Performance Reference List (PART A), to be filled out by the Offeror.

Note: Evaluation of the Past Performance Factor will include use of the Contractor Performance Assessment Reporting System (CPARS) and Past Performance Information Retrieval System (PPIRS) to gather Offeror’s relevant Past Performance information, Electronic Subcontract Reporting System (eSRS), or other databases; the Defense Contract Management Agency (DCMA); and interviews with Program Managers (PM), Contracting Officers (KO), and Fee Determining Officials, and/ or other available sources.

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RFP CONTENT

VOLUME 4 – COST FACTOR (Section L-16.4)

Information provided in this volume will be used in the Government’s analysis of cost realism and most probable cost (MPC).

The Cost Volume includes but is not limited to, the completed TEIS Labor Rates.xlsx spreadsheet (Section J, Attachment ATT064), the Pricing Methodology document PriceMeth.docx, and all other supporting documents required.

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RFP CONTENT

VOLUME 4 – COST FACTOR (Section L-16.4)

Pricing Methodology: The Pricing Methodology document shall contain information, which describes the methodology used in the development of the cost factors and the total proposed cost, to include any exceptions, deviations and/or assumptions.

o Documentation of the Offeror’s most recent direct labor rates o Documentation of the Offeror’s most recent indirect expense rates o Explanation of any prime contractor loadings on subcontractor costs o Explain how the Offeror’s proposed labor categories correlate to the Government provided labor categories in Attachment 0019

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RFP CONTENT

VOLUME 4 – COST FACTOR (Section L-16.4)

TEIS Labor Rates:

o Offerors shall complete the Government-provided TEIS

Labor Rate Microsoft Excel spreadsheet file (TEIS Labor Rates.xlsx) Section J, Attachement 064.

o Offerors must address each labor category specified in the Labor Category Descriptions Section J, Attachement 019.

o Offerors shall identify the individual rates applied to each respective cost element, the base to which the rate is applied and the amount proposed

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RFP CONTENT

VOLUME 5- SMALL BUSINESS PARTICIPATION FACTOR

(Section L-16.5)

Offerors must meet the minimum small business participation requirement of 20% of total contract dollars. There are no minimum requirements for individual small business socioeconomic subcategories.

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RESPONDING TO THE REQUIREMENT

Read the solicitation Provide a complete response to the solicitation Proposal; clear, concise, & cross-indexed to PWS Don’t mimic the solicitation State what you do, avoid words like “May” or “Can” Do not propose something that conflicts with the PWS Pay close attention to page count Check & recheck proposal for consistency and accuracy

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RESPONDING TO THE REQUIREMENT

Recheck TEIS Labor Rate Microsoft Excel spreadsheet file (TEIS Labor Rates.xlsx) Section J, Attachement 064. for cost errors and ask questions / communicate

Don’t reference information outside the factor/sub-factor

Avoid marketing fluff Examples o Unparalleled customer satisfaction… o Unsurpassed levels of reliability… o We surpass everyone with our ability to…

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EVALUATION: FACTORS FOR THE AWARD

•Awards made will be based on the best value proposal that is determined to be the most beneficial to the Government, with appropriate consideration given to the four evaluation factors:

Technical, Past Performance, Small Business Participation, and Cost/Price.

•A best value approach that permits a trade-off assessment will be made between the cost and non-cost factors in order to determine the Offeror whose proposal is the best value to the Government with appropriate consideration given the factor order of importance

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EVALUATION: FACTOR ORDER OF IMPORTANCE

•The Technical Approach factor has two sub-factors: Sample Tasks (consisting of three sample tasks of equal importance), and Management. The Sample Tasks sub-factor is significantly more important than the Management.

•The Technical Approach is significantly more important than Past Performance •Past Performance is equal in weight to the Small Business Participation factor.

•Past Performance and Small Business Participation are both slightly more important than the Cost/Price factor.

•ALL NON-PRICED FACTORS WHEN COMBINED ARE

MORE IMPORTANT THAN THE COST FACTOR.

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EVALUATION: FACTORS FOR THE AWARD

•To receive consideration for award, a rating of no less than "Acceptable" must be achieved for the Technical Factor, which consists of the two Technical Sub-factors (the Sample Tasks and Management), and the Small Business Participation Factor.

•Offerors must achieve, under the Past Performance Relevancy an assessment of “Relevant” or better, and no less than “Satisfactory Confidence” or “Neutral Confidence” for Past Performance Confidence. If there is no past performance information, the Offeror will be evaluated neither favorably nor unfavorably, and such lack of past performance will be considered a “Neutral Confidence”. A satisfactory or higher confidence rating will weigh more favorably than a neutral confidence rating.

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EVALUATION: APPROACH

• Technical Factor:

Outstanding

Good

Acceptable

Marginal

Unacceptable

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EVALUATION: APPROACH

Past Performance Factor

Past Performance Relevancy o Very Relevant o Relevant o Somewhat Relevant o Not Relevant

Performance Confidence o Substantial Confidence o Satisfactory Confidence o Neutral Confidence o Limited Confidence o No Confidence

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EVALUATION: APPROACH

Cost Factor (To Include Most Probable Cost)

Assessment of cost realism and most probable cost (MPC) will be conducted in accordance with the provisions of FAR 15.404- 1, “Proposal Analysis Techniques”

Costs may be adjusted upward based on analysis. An assessment of cost realism and MPC will be conducted to determine the reasonableness of proposed costs in relation to the Offeror’s specific technical approach

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Again please save your questions until wrap up session at 1500 today.

EVALUATION: APPROACH

Small Business Participation Factor

Outstanding

Good

Acceptable

Marginal

Unacceptable

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MILESTONE SCHEUDLE

Release Final RFP 1 November 2019

Proposals Due 2 December 2019

Award 24 May 2020

Full Performance 22 July 2020

Note: Dates are contingent based on various approval processes required up through the DPC level

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WEBSITE FOR COMMUNICATION

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THANK YOU!

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UNCLASSIFIED//FOUO

Sonya DeLucia Small Business Professional, Office of Small Business Programs Aberdeen Proving

Ground/Huachuca Division

Small Business Subcontracting Plan/

Small Business Participation

Small Business Subcontracting Plan and Small Business Participation

6 steps to successful subcontracting

6. Report Contractor performance

1. Consider small business subcontracting in acquisition planning

2. Capture subcontracting strategy in the solicitation3. Evaluate small business in source selection

4. Monitor subcontracting requirements

5. Document Performance

Acquisitions and Small Business Professionals Regulatory Guidance

• Department of Defense (DoD) Directive (DoDD) 5000.01, The Defense Acquisition System

• DoDI 5000.02, Operation of the Defense Acquisition System

• DoDD 4205.01, DoD Small Business Programs

• Federal Acquisition Regulation

• DoD Federal Acquisition Regulation Supplement (DFARS)

Presenter Presentation Notes Army SSS

1.4 Source Selection Team Roles & Responsibilities

Source selection is a multi-disciplined team effort. The Source Selection Team (SST) should include representatives from appropriate functional areas such as contracting, small business, technical, logistics, cost/price, legal, and program management. User organizations should also be represented

2.1 Conduct Acquisition Planning

Market Research. Market research is a continuous process and directly influences how the acquisition strategy and source selection process is shaped. (Reference DOD Source Selection Procedures 2.1.2 and AFARS 5110.002).

Some techniques you may use in conducting market research include:

Use general sources of information available from the marketplace, other DOD/ government agencies, and the internet;

Contact knowledgeable individuals regarding market capabilities and business practices (include the Small Business Advisor);

Small Business and Subcontracting

52.219-8 -- Utilization of Small Business Concerns

(b) It is the policy of the United States that small business concerns, (including socioeconomic concerns) shall have the maximum practicable opportunity to participate in performing contracts let by any Federal agency, including contracts and subcontracts for subsystems, assemblies, components, and related services for major systems.

(c) The Contractor hereby agrees to carry out this policy in the awarding of subcontracts to the fullest extent consistent with efficient contract performance.

Note: This policy applies to other than small businesses and small businesses

Subcontracting Implemented – Volume 1

Small Business Subcontracting Plan Requirement

FAR 19.702(a) requires that all negotiated and sealed bid acquisitions that are expected to exceed $700,000 and that have subcontracting possibilities, shall require the apparently successful offeror/ bidder selected for award to submit an acceptable subcontracting plan (see FAR 19.702(b) for exceptions) within the time limit prescribed by the Contracting Officer.

Note: one exception is subcontracting plans are not required to be submitted by small businesses A Small Business Subcontracting Plan is being required for Other than Small Business Offerors for this solicitation because there is an acquisition history of successful subcontracting.

Subcontracting Implemented - Volume 1

Subcontracting Plan Considerations

• Requiring submission of the subcontracting plan with the bids or proposals (vice any other prescribed time before contract award)

Note: It is customary for the Contracting Officer to require offerors/bidders to submit a subcontracting plan with its offer/bid, though FAR permits its submission within the (any) time limit prescribed by the Contracting Officer before contract award.

• Determining (based on market research), desired acceptable subcontracting goals (For TEIS IV the Offeror is responsible for this; the Govt. won’t dictate goals, to include goals for socioeconomic programs but Offeror shall provide rationalization for not having goals in socioeconomic categories)

• Determining (based on market research), anticipated areas suitable for subcontracting (For TEIS IV the Offeror is responsible for this; Prime Offerors determine the NAICS code for small business subcontracted work. The NAICS code does NOT have to be the same as the IDIQ NAICS code of 541512, Computer Systems Design Services, with a *Size Standard of $30.0)

*Note: Though a new Table of Size Standards came out and was effective 01 August 2019, the SBA has not yet changed the time span for revenue based standards from 3 to 5 years yet.

Presenter

Since a subcontracting plan is only required from the apparently successful offeror(s), nothing is done with the plan during source selection, i.e., it is not “evaluated”. To clearly distinguish between evaluating small business participation and what happens with a subcontracting plan, subcontracting plans are to be “assessed” for acceptability or the need to be negotiated. So we assess subcontracting plans and evaluate small business participation.

Subcontracting Implemented – Volume 5

Evaluation of Small Business Participation Requirement

• FAR 15.304(c)(4) requires evaluation of small business participation for solicitations that are not set aside for small business concerns, involving consolidation or bundling, ………

• DFARS 215.304(c) requires evaluation of small business participation in other than lowest priced technically acceptable (LPTA) source selections whenever a subcontracting plan is required.

• Assessment of a Small Business Subcontracting Plan and evaluation of small business participation are two separate yet related areas. They are treated differently in solicitations, during source selection, in contract awards, and post-award

• DFARS 215.304 (c)(i)(B) states that proposals addressing the extent of small business performance shall be separate from Small Business Subcontracting Plans submitted pursuant to the clause at FAR 52.219-9 and shall be structured to allow for consideration of offers from small businesses

Assessing Subcontracting Plans (Volume 1) and Evaluating Small Business Participation (Volume 5) – the Differences

Subcontracting Implemented

Presenter Presentation Notes Why must assessment of an SB subcontracting plan and evaluation of small business participation be separate?

While contracting generally requires an SB subcontracting plan from all other than small business offerors, the FAR states that only the apparently successful offeror’s/selected awardee’s plan should be assessed for compliance with FAR 19.704/52.219-9. As such, there is no need for any evaluation criteria or evaluation by the Source Selection Evaluation Board. As a material part of any resultant contract, the Contracting Officer, with the assistance of the SBP and PCR, will assess the apparently successful offerors’/selected awardee’s proposed SB subcontracting plan for compliance (acceptability). For negotiated procurements, the Contracting Officer has the discretion to negotiate elements of the plan to make it acceptable if necessary.

A separate document proposing small business participation commitments stems from solicitation requirements and is evaluated in accordance with the solicitation’s evaluation criteria. It is required from both other than small and small businesses. In the event of any other than small businesses proposed small business participation commitments, overlapping content in their SB subcontracting plan must be consistent with those commitments.

Often times contracting officers have included small business participation requirements with the requirement for a small business subcontracting plan, thus creating unnecessary confusion. DFARS 215.304 makes it clear that small business participation proposals must be separate from Small Business Subcontracting Plans. Because its been done incorrectly for so long — the two are like cousins that never should have been married and now need to get a divorce !

Subcontracting Implemented

Assessing Subcontracting Plans (Volume 1) and Evaluating Small Business Participation – (Volume 5) the differences

SB Subcontracting Plan (Requirements/Assessment)

SB Participation Evaluation (Requirements/Evaluation)

FAR 19.704 FAR 15.304, DFARS 215.304

Must be assessed to be determined acceptable by the Contracting Officer

Solicitation establishes requirements and evaluation criteria for SB participation

Must have 15 elements as defined in FAR 52.219-9

Evaluation conducted IAW solicitation evaluation criteria

Required for all Federal contracts (subject to dollar limitations and exceptions) and includes both negotiated and sealed bidding procurements

Required only for bundled contracts or certain DoD negotiated acquisitions

Does not apply to small businesses Applies to all businesses Based on total planned subcontracting dollars DoD best practice MQR% (if appropriate) based on total contract dollars (value) (TCV)

Presenter Presentation Notes Even though many people in DoD have been using Small Business Subcontracting Plans to evaluate small business participation, that is NOT correct. There are differences between assessing a subcontracting plan and evaluating small business participation.

Requirements for Small Business Subcontracting Plans are in FAR Subpart 19.704 and FAR 52.219-9 (note the DFARS Deviation 2018-O0007) and must be fully addressed for plan acceptability (plans may need to be negotiated to determine acceptability).

Subcontracting Plans do not apply to small business concerns.

In keeping with the intent to use terminology relative to evaluating small business participation that is totally different from that associated with subcontracting plans, the phrase “Minimum Quantitative Requirement (MQR) is used. This phraseology is derived from the use of the phrase “quantitative objective”. Based on market research, the government needs to establish the degree to which efforts can be subcontracted quantitatively and qualitatively. Thus, based on the market research, the government should have some idea of what will be acceptable levels of subcontracting or stated differently, have a subcontracting “quantitative objective(s)”. This objective(s) can be used to 1) determine if an offerors proposed small business (to include socioeconomic categories) subcontracting plan goals are reasonable and/or 2) establish a minimum quantitative requirement; a minimum numerical level at which the government believes industry should be able to provide small business participation (opportunities) at the subcontract level (this has been referred to as a goal in participation plans). As a best practice, the phrase MQR is used when talking about evaluating small business participation vice the word “goal” which is associated with subcontracting plans.

Government subcontracting quantitative objectives are established through market research; other than small business offerors propose small business subcontracting plan goals that are based on total planned subcontracting dollars per FAR Subpart 19.704 (note that effective Nov 2016, contracting officers have discretion to require that the goals be based on total contract dollars (value)).

Market research must be accomplished to determine what level of participation is feasible for the market sector. This enables establishment of a minimum quantitative requirement (MQR) (if appropriate) based on the total contract value (dollars) and any other desired small business participation requirements (which may become evaluation criteria).

Requirements for evaluating small business participation are in FAR 15.304 and DFARS 215.304. The acquisition team has flexibility in determining solicitation requirements and evaluation factors or subfactors as appropriate for the circumstances of the acquisition. These must be stated in the solicitation and captured in any resulting contract as appropriate.

Subcontracting Implemented (Volume 1 and Volume 5) Separation Achieved

Small Business Subcontracting Plan

Elements IAW

FAR 19.704

and

FAR 52.219-9

Small Business Participation Commitment Document (Proposal) (Army SSS

Appendix E)

(formerly called Small Business Participation Plan, Small Business Utilization Plan, or Enhanced Subcontracting Plan)

Example contents Names of subcontractors to be utilized and the products/services they are to provide Description of type and complexity of products/services to be provided Quantitative statement of the proposed small business utilization Other as necessary

A point to ponder – Using the phrase “Small Business Participation Commitment Document” vs. “Plan” helps to not confuse it with the Subcontracting Plan.

Presenter Presentation Notes The FAR is specific regarding what will be included in a small business subcontracting plan and that’s all that should be in the plan. To address requirements beyond what is required in a subcontracting plan, requires requesting something else from offerors; As a Best Practice, the offerors’ small business participation proposal document is referred to as a “Small Business Participation Commitment Document” (SBPCD). These are applicable to both other than small and small businesses. Requiring SBPCDs from both other than small and small businesses enables a level playing field for evaluating small business participation.

DoD components have used the “formerly called” titles in the chart (by the way, these titles are not in DoD regulation, procedures or policy) to specify their additional small business participation requirements. This practice caused confusion for industry and DoD’s components; subcontracting plans are not to be “evaluated” during a source selection.

To mitigate the confusion, terminology associated with evaluating small business participation that is totally different from terminology associated with subcontracting plans has been established as a best practice, starting with the phrase “Small Business Participation Commitment Document” (SBPCD). DFARS 215.304(c)(i) states…The contracting officer shall evaluate the extent to which offerors identify and commit to small business performance of the contract… So using the phrase Small Business Participation Commitment Document accomplishes two things: 1) creates a distinction from the subcontracting plan, & 2) establishes a tone for something greater than an offerors “best effort” but a commitment to do what they said they would do.

Subcontracting Implemented Volume 1 and Volume 5

• Should compliment each other

• in general, provisions of the subcontracting plan that coincide with the

SBPCD should be consistent

• planned small business subcontracting dollars of the subcontracting plan should be the same as the extent of utilization quantitatively in the SBPCD

• Subcontracting percentages may be different if SBPCD proposal based on total value of acquisition (total contract dollars)

• Type of products/services to be subcontracted should be the same

• Both should be contractually binding

Subcontracting Plans and Small Business Participation Commitment Document (SBPCD)

The similarities

Presenter

Any overlapping content between an other than small businesses SB subcontracting plan and SBPCD must be consistent. This ensures proposal realism and accuracy.

Subcontracting Plan Goals % Denominator: Planned Subcontracted $

SBPCD MQR 30%

Denominator: Proposed Total Contract $ (TCV)

Total Contract Value (TCV) $: $800,000,000

Offeror proposed total planned subcontracting $: $80,000,000

Offeror proposed MQR commitment based on TCV $

Offeror proposal: 60% planned Subcontract $ to small businesses

Offeror proposed MQR: 30% of TCV to small businesses

Do the Math:

SBs get $48,000,000

(60% planned…

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