W912DR22R0011 Solicitation.pdf

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until 11:00 AM local time 11 Feb 2022

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Leigha.M.Arnold@usace.army.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

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

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

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

1 65

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

W912DR 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

LEIGHA M ARNOLD

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

1 - 2

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT

PACKAGING AND MARKING

4 - 23 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 26 - 37 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

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

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

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

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

38 - 44

PART II - CONTRACT CLAUSES

USACE, BALTIMORE

2 HOPKINS PLAZA

BALTIMORE MD 21201

FAX:

TEL:

FAX:

TEL:

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

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

13 Jan 2022

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

W912DR22R0011

Section A - Solicitation/Contract Form

CONTRACTING OFFICER STATEMENT

Only a warranted Contracting Officer (either a Contracting Officer or an Administrative Contracting Officer (ACO)), acting within their appointed limits, has the authority to issue modifications or otherwise change the terms and conditions of this contract. If an individual other than the Contracting Officer attempts to make changes to the terms and conditions of this contract, you shall not proceed with the change and shall immediately notify the Contracting Officer. Proceeding with any work not authorized by the Contracting Officer will be at the Contractor’s own risk.

Section B - Supplies or Services and Prices

PRICE SCHEDULE

CLIN # PROPOSED CLIN/SUB-CLIN DESCRIPTION QUANTITY UNIT TOTAL

AMOUNT

0001 Task 1.1: Program Management 1 1

0002 Task 1.2: Data Calls and Submissions 1 1

0003 Task 1.3:Environmental Liabilities Audit Support 1 1

0004 Task 1.4: Miscellaneous Support 1 1

0005 Task 2.1. Site Identification Support 1 1

0006 Task 2.2. Cost Estimating and CTC Support 1 1

0007 Task 2.3: Budgeting and Execution Support 1 1

0008 Task 2.4: Environmental Liabilities Reporting 1 1

0009 Task 2.5: ELM Program Managment 1 1

0010 Task 2.6: ELM Policy Revision 1 1

0011 Task 2.7: Cost Estimating and Data Management Software Support

1 1

0012 Task 2.8: Audit File and Record Management 1 1

Optional CLINs

0013 Task 3 Option 1: Environmental Remediation Technical Support 1 1

0014 Task 4 Option 2 1 1

0015 Task 5 Option 3 1 1

0016 Task 6 Option 4 1 1

0017 Task 7 Option 5 1 1

0018 Task 8 Option 6 1 1

0019 Task 9 Option 7 1 1

0020 Task 10 Option 8 1 1

0021 Task 11 Option 9 1 1

0022 Option 10 RACER Transition to EII Support 1 1

0023 Option 11 RACER Transition to EII Support 1 1

0024 Option 12 RACER Transition to EII Support 1 1

0025 Option 13 RACER Transition to EII Support 1 1

0026 Option 14 RACER Transition to EII Support 1 1

TOTAL BASE BID AMOUNT

OPTION AMOUNT

TOTAL BASE BID & OPTION AMOUNT

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

Performance Work Statement Defense Logistics Agency (DLA)

DLA Installation Management, Environmental Management Environmental Liabilities Management Program Support

05 January 2022

1.0 Purpose/Background

For Task 1, per requirements of the DoD FMR Vol. 4 Chapter 13 (Accounting Policy and Procedures) along with DoD FMR Volume 3 (Budget Execution – Availability and Use of Budgetary Resources), and in accordance with established DLA policies, DLA Installation Management, Environmental Management (DM-E) requires Contractor support to assist in program management-related functions and to provide financial expertise to the Restoration Division (DM-ER). This support allows DM-E to meet their responsibilities for execution of DLA’s programs and satisfy DOD audit requirements.

For Task 2, per applicable policy and guidance, which includes the DoD FMR Vol. 4 Chapter 13 (Accounting Policy and Procedures), the DODM 4715.20 (Defense Environmental Restoration Program), DoD Financial Improvement and Audit Readiness (FIAR) Guidance, DLA Instruction

4715.07 (Environmental Liabilities Management and Remediation), and the DLA SOPs 4715.07 series, DM-E is responsible for the annual Environmental Liabilities Management (ELM) business cycle. DLA anticipates formulating and documenting EL requirements for both CONUS and OCONUS ELs for corrective action sites, closure assets, asbestos assets, and general equipment.

2.0 Requirements

To produce auditable financial statements, DM-E must follow DLA policies and procedures on financial reporting. Audit findings show that an integrated Financial Reporting (FR) process linking the elements of Planning, Programming, Budgeting, and Execution (PPBE) leads to auditable financial statements.

The DLA ELM process is accomplished each year through well-documented Standard Operating Procedures (SOPs) and the Process Cycle Memorandum (PCM). DM-ER manages this effort for the Agency.

The Contractor shall accomplish the tasks with personnel who are eligible to obtain Common Access Cards (CAC’s) and maintain CAC access and continuous credentials via required training and monthly reporting on active task orders. Contractor personnel are responsible for maintaining the applicable clearance, as required for task orders. The Contractor shall provide DM-E support under the following two tasks.

TASK 1: Financial Reporting and Audit Sustainment:

Task 1.1: Program Management Program Management requirements include overall project management, communication, and audit sustainment. The Contractor shall plan and conduct regular meetings and conference calls with DM-E, DLA stakeholders, and Program Managers. The Contractor shall participate in and support 25 meetings annually. Meetings will be conducted at DLA or by teleconference. A summary of accomplished tasks shall be included in the Monthly Contractor Performance, Status, and Monitoring Report (CPSMR), See Appendix A for reference.

Task 1.2: Data Calls and Submissions The Contractor shall provide support to liaise between DM-E and J8, and the Office of the Secretary of Defense (OSD) to identify required timelines, formats, and other financial requirements for environmental budget and data submissions. The Contractor shall conduct program management reviews, as necessary, to ensure consistent information is reported across multiple platforms.

Deliverables:

Up to three (3) Select Native and Programming (SNaP) data call submissions o Contractor shall reconcile and convert Cost-to-Complete (CTC) estimates into SNaP format and align with budgetary constraints for input into SNaP database up to 3 times annually.

Up to four (4) Knowledge Based Corporate Reporting System (KBCRS) data call submissions o Contractor shall reconcile and convert CTC estimates into KBCRS format for input into

KBCRS database two (2) times annually o Contractor shall reconcile and convert CTC site data into KBCRS format for input into

KBCRS database two (2) times annually Reconciliation of KBCRS environmental site data with the annual ELM data, SNaP, KBCRS, and the DLA financial statements o Contractor shall reconcile annually information across the ELM process, SNaP, KBCRS, and DLA financial statements in preparation for the Annual Report to Congress Program Objective Memorandum (POM) submission o Contractor shall prepare and reconcile the annual POM submission with the ELM process, SNaP and KBCRS submissions. Format will be provided by OSD.

o Environmental Management Review (EMR) submission o Contractor shall prepare and reconcile the annual EMR submission with the ELM process, SNaP and KBCRS submissions. Format will be provided by OSD.

Task 1.3: Environmental Liabilities Audit Support In accordance with the Department of Defense Financial Improvement and Audit Readiness Guidance, DLA continues to make progress towards its goal of achieving audit readiness. DM- ER requires support in responding to information requests from auditors, reporting on audit deficiencies and corrective actions, and participating in meetings to explain the ELM process.

Deliverables:

Draft and reconcile comments for up to 10 Corrective Action Plans (CAPs) to include the Program Objectives and Milestone (POAM) using the approved DLA templates. Execute the POAMs by implementing the steps, revising process documents or procedures, or coordinating with stakeholders to ensure that all milestones are completed and appropriately documented.

Maintain a current listing of ELM findings and CAP status in the DLA approved template.

Provide responses for to up to 125 information requests from the auditor. Contractor shall use the approved DLA application and DLA procedures for this task. Assume response time is up to seven (7) calendar days. Assume each request include a range of five (5) up to 30 documents being identified, catalogued and provided. A cover sheet using the approved DLA template with explanations of the documentation provided is required.

Provide responses for up to 25 information requests from DLA stakeholders, the Military Services, or OSD.

Review drafts and provide comments for up to 25 documents impacting DLA environmental remediation or audit readiness efforts. These may include Independent Public Accountant (IPA) issue papers, DoD or DLA policies, or Federal Accounting Standards and revisions.

Conduct research in advance, participate in, and provide meeting minutes for up to 150 meetings with the ELM team, DLA stakeholders, auditors, or OSD as appropriate for the purpose of explaining the ELM process, adjudicating audit findings, or streamlining and improving audit readiness efforts.

Support the Risk Management and Internal Control (RMIC) program requirements with annual updates to the approved Risk Self-Assessment, ELM Risk Control Matrix, and ELM Process Cycle Memorandum (PCM) based on lessons learned and audit feedback from the prior FY.

Create materials in advance, prepare, and participate in Business Cycle Overviews and/or process walkthroughs for the end-to-end ELM process. Assume two walkthroughs to explain the ELM process and controls in the ELM PCM and SOPs: 1) walkthrough with the auditor at the beginning of the audit cycle and 2) walkthrough with DLA’s internal auditors for the RMIC program.

Integrate RMIC procedures during routine updates or revision to ELM process documents, as applicable. Contractor shall prepare a summary of the Lessons Learned for the RMIC program at the completion of the task order period of performance.

Task 1.4: Miscellaneous Support The Contractor shall provide ancillary support to include, but not limited to support to various program management reviews, reconciliation support, gathering and submittal of data to the Annual Report to Congress, environmental database information review and analysis, meeting attendance on behalf of DM-E and other activities to support DM-ER.

Deliverables:

Contractor shall assume preparation of 4 briefings annually consisting of approximately 10 slides/briefing pages Contractor shall assume preparation of 1 analytical report monthly Contractor shall assume preparation of 5 position papers annually

Contractor shall participate in and prepare the meeting agenda for weekly DM-ER staff meetings discussing overall program status. Assume each meeting is 1 hour in duration.

Meetings will be conducted at DLA or by teleconference.

Task 1 Performance Objectives

PWS

Paragraph Element Evaluated Performance

Objective Performance Threshold Surveillance Method

1.1

CLIN 0001

Meeting Minutes Minutes delivered within 5 business days.

Necessary rework accomplished within 2 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 1 day G: 90% delivered on time, rework accomplished within 2 days M: 80% delivered on time, rework accomplished within 4 days U: <80% delivered on time, rework requires more than 4 days

- Periodic Inspection

- Customer Feedback (Quarterly)

1.1

CLIN 0001

Spend Plan and Monthly Reports

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer Feedback (Quarterly)

1.2

CLIN 0002

KBCRS and SNaP Budget Submissions

Delivered on Schedule.

Necessary rework

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework

- Periodic Inspection

- Customer Feedback (Annually)

Paragraph

Element Evaluated Performance Objective

Performance Threshold Surveillance Method accomplished within 5 days accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

1.4

CLIN 0003

Audit Responses Delivered on Schedule.

Necessary rework accomplished within 2 days.

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 1 day G: 90% delivered on time, rework accomplished within 2 days M: 80% delivered on time, rework accomplished within 4 days U: <80% delivered on time, rework requires more than 4 days

- Periodic Inspection

- Customer Feedback (Quarterly)

1.4

CLIN 0004

Ad hoc Management Briefings and Analytical Reports

Delivered on Schedule.

Necessary rework accomplished within 5 days.

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 1 day G: 90% delivered on time, rework accomplished within 2 days M: 80% delivered on time, rework accomplished within 4 days U: <80% delivered on time, rework requires more than 4 days

- Periodic Inspection

- Customer Feedback (Quarterly)

Task 2: Environmental Liabilities Management Support

The Department of Defense (DoD) requires Services and Agencies to annually estimate and report their future ELs. Assume annual EL reporting for up to 200 Corrective Action Sites; up to 100 asbestos-containing buildings and structures; up to 7,000 closure assets including tanks, pipelines, buildings and structures, or other miscellaneous closures; and up to 25,000 general equipment assets classified into 15 Federal Supply Class (FSC) categories. DLA’s ELM process is divided into 4 sub-processes: Site Identification, Cost to Complete (CTC), Budget and Execution, and EL Reporting. Additional tasks include: ELM Program Management, ELM Policy Revision, Restoration Program Manager (RPM) Technical Support, Cost Estimating and Data Management Software Support, and Audit File/Record Management Support.

Task 2.1: Site Identification Support To ensure completeness in identifying and estimating the CTC for ELs, DLA implemented the Site ID Process. This process will be conducted annually to generate a complete inventory of ELs for inclusion in the CTC. Contractor shall conduct data gathering, manage and compile data, report ongoing status of events, and organize data for DM-ER review twice a year. Contractor shall follow procedures defined in the applicable DLA SOP 4715.07-001.

Monthly update to the Environmental Event Repository which maintains up-to-date information for all environmental events reported. Assume up to 150 environmental events reported annually. See Appendix B for reference.

Summary Report of Monthly DLA Environmental Events (12 annually). See Appendix C for reference.

Eight (8) data gathering events (two per DLA Fund) with DLA stakeholders and production of meeting minutes. Assume one round of comment adjudication with each stakeholder.

Assume up to 30 meetings annually.

Four(4) Annual Determination Reports (one per DLA Fund) containing draft EL determinations for all events reported in the FY, adjudicated meeting minutes, and Environmental Event Repository Export. Conduct associated QA/QC processes and complete checklists for evidential matter. See Appendix D for reference.

Task 2.2: Cost Estimating and CTC Support This task is conducted to gather information and create cost estimates for DLA’s ELs, including CONUS and OCONUS Corrective Action; Asbestos and Closure real property assets; and General Equipment assets. Contractor shall conduct data gathering to collect applicable reports and information from Program Managers. Contractor shall prepare, review, and validate the cost estimate and all supporting documentation. For Asbestos, Closures, and General Equipment ELs, Contractor shall use the inventory report provided by DLA. Contractor shall draft, adjudicate, and finalize Assumption/Requirement Documents for each EL, and consolidate EL estimates by site, PM, and fund. Contractor shall follow procedures defined in the applicable DLA SOP 4715.07-002.

Travel: Contractor shall conduct 12 trips to perform Data Gathering as follows:

1 trip to Tracy, CA (Assume 2 personnel, 2 days)

1 trip to Columbus, OH (Assume 2 personnel, 2 days) 1 trip to New Cumberland, PA (Assume 3 personnel, 1 day) 1 trip to Philadelphia, PA (Assume 3 personnel, 1 day) 1 trip to Richmond, VA (Assume 3 personnel, 1 day) 1 trip to Baltimore, MD (Assume 3 personnel, 1 day) 6 trips to DLA Headquarters (Assume 3 personnel, 4 days for each trip)

Data gathering meeting with DLA stakeholders and production of meeting minutes. Assume one round of comment adjudication with each stakeholder. Assume up to 40 meetings annually of 4 hours each. Produce Data Gathering Memorandum for up to 200 ELs (includes all categories).

Collect and review reference materials and evidential matter to substantiate estimate assumptions. Assume 5 up to 10 reference documents for each CTC Assumption and Requirement Document (ARD). Produce the reference checklist for up to 200 ARDs.

Up to 200 Draft CTC Assumption/Requirement Documents. Assume one round of comment adjudication with each stakeholder.

Up to 200 EL cost estimates (ARD’s) with the supporting documentation, data files, and other information as defined in SOP 4715.07-002. Note: Plant, Property, and Equipment (PP&E) ELs for closures, asbestos, and general equipment are estimated in aggregate by fund in accordance with the SOP. These ARDs contain lists of multiple assets ranging from 100 up to 3,000.

Contractor shall use the DLA approved cost estimating software to produce estimates where a historical cost is not available; document technical assumptions for the estimate; and generate out-year CTC or cost over time reports. Contract shall produce the data file for each estimate and retain as evidential matter.

Up to 200 Draft Final CTC ARDs incorporating the EL cost estimates. Assume one round of comment adjudication with each stakeholder.

Conduct QA/QC on up to 200 ARDs and complete up to 200 Senior Estimate Reviewer checklists documenting the completeness and accuracy of the ARDs.

Up to 200 Final ARDs approved via PM signature.

Up to 20 Draft PM Executive Summary for financial roll-ups. Assume one round of comment adjudication with each stakeholder. Up to 20 Final PM Executive Summaries approved via PM signature.

Up to 4 Draft Fund-Level Executive Summaries with financial roll-ups. Assume one round of comment adjudication with each stakeholder. Up to 4 Final Fund-Level Executive Summaries approved via PM signature.

Up to 4 Roll-Forward MFRs documenting changes to CTC estimates and ARDs prior to completion of the current FY per the SOP.

Reconciliation of CTC estimates with current year Execution Summaries to exclude current year expenses from the CTC per the SOP.

Task 2.3: Budgeting and Execution Support

This process covers budget formulation and expenditure of funds to remediate the EL. The Contractor shall perform a comparative analysis of fiscal year requirements to assist with accuracy and integrity of budget justifications and other environmental data submissions.

Contractor shall support PMs with budget planning to ensure timely execution; generate, review, and validate funding documents; and reconcile prior year obligations with financial reports and finance personnel. Contractor shall identify outstanding ULOs and implement a remedy for identified issues. Contractor personnel must meet DLA Information Technology access requirements for DLA systems in order to enter, edit, and distribute funding documents and financial reports. Contractor shall follow procedures defined in the applicable DLA SOP 4715.07-003.

Deliverables:

The Contractor shall develop up to four (4) annual spend plans. Assume quarterly updates to each Spend Plan during the execution year.

Contractor shall prepare up to 15 current year funding requirement requests. Contractor shall compare request to the CTC estimate. Assume one 4-hour teleconference with each PM.

Assume two rounds of comment adjudication with each PM.

Monthly updates on up to 4 Execution Summaries in the DLA approved template.

Prepare up to 4 consolidated funding requirement workbooks in the DLA approved template.

Completely monthly updates to the consolidated funding requirement workbooks.

Quarterly reconciliations of fund-specific FY project listing to CTC estimates. This ensures current year obligations are excluded from the out-year CTC. Assume quarterly reconciliation for each of the 4 funds.

Monthly reconciliation of the ULO report for up to 5 fund centers for EL projects.

EBS reconciliation documentation for erroneous postings. Assume up to 10 UDO/ULO reconciliations per month for erroneous postings.

Generate or amend, process, and retain evidential matter for up to 150 funding documents to include Funding Document Requests, MIPRs, acceptances, or other documents using the DLA approved template(s). Contractor shall use the DLA Enterprise Business System (EBS) or other authorized system.

Assume up to two (2) individuals require annual training to meet DLA requirements for funding document generators.

Support the DM-ER Chief with review of up to 3 annual Attestation Memos documenting current year budget authority and obligations.

Task 2.4: Environmental Liabilities Reporting Contractor shall assist DM-ER with quarterly EL data calls, variance analysis, standard disclosure, and other financial analysis utilizing data from various systems, databases, CTC estimates, and other sources. Contractor shall review current DoD and federal policy in this area to ensure understanding of applicable changes and to make appropriate adjustments. Contractor shall meet all DLA and DoD reporting deadlines. Contractor shall follow procedures defined in the applicable DLA SOP 4715.07-004.

Deliverables:

Four (4) quarterly EL Reporting Data Calls in the approved DLA format. The data call includes Trial Balance reports, ULO reports, EBS screenshots, and other evidential matter.

Eight quarterly EL Variance Analyses in the approved DLA format. The variance analysis includes the workbook, EL data calls, narrative, checklist, and other evidential matter.

o Contractor shall utilize the CTC executive summary and the EL quarterly data call to prepare a draft quarterly EL variance analysis o Contractor shall participate in quarterly variance analysis reviews

Three (3) draft EL Standard Disclosures in 3rd quarter and three final EL Standard Disclosures in 4th quarter in the approved DLA format (one for each Fund).

o Contractor shall prepare three draft narratives utilizing OSD and DLA guidance at the end of 3rd Quarter.

o Contractor shall prepare three final narratives utilizing the final CTC, Execution, and EL

Reporting process outputs in 4th Quarter.

Assist J8 in completing the FAAM checklist for E&DL for each fund. Assume 25 questions per fund relevant to E&DL for the FAAM checklist.

One review each for the DWCF, General Fund, and Transaction Fund Agency Financial

Reports. Assume one round of comment adjudication with DLA stakeholders.

Perform the annual estimates to actuals analysis for each fund comparing CTC estimates to the actual obligations for specific projects. Assume analysis will cover no less than 10% of the reported EL for each fund. Contractor shall retrieve and consolidate project cost data (MIPRs, contract award documents, etc.) to substantiate the analysis. Assume analysis will be conducted in the DLA approved format per the SOP. Prepare up to 3 result determinations/MFR documenting the result for each fund.

Perform an annual analysis of the estimates to actuals variation to the allowed material threshold variance for each fund. The Contractor shall document the analysis and revise the EL Standard Disclosures, as applicable.

o If the variance exceeds the threshold, the Contractor shall conduct a subsequent analysis on the reasonableness of the CTC estimates and prepare a discrepancy report. Assume one round of comment adjudication with DLA stakeholders.

o The Contractor shall present results of the discrepancy report to the ELM software stakeholders. Assume one teleconference to address discrepancies.

o The Contractor shall conduct an analysis of the ELM process documented in the SOPs and prepare a deficiency report if process errors contributed to the exceedance.

Task 2.5: ELM Program Management Program Management requirements include overall project management, communication with Program Managers and scheduling. The Contractor shall plan and conduct a kick off meeting, regular meetings, and conference calls with DM-ER. A summary of accomplished tasks shall be included in the Monthly CPSMR. The Contractor shall prepare and deliver an ELM kick-off briefing at the start of the process year. In addition, the Contractor shall prepare a summary of the Lessons Learned for the ELM process at the completion of the task order period of performance. The Lessons Learned will be discussed with DM-ER at the end of the FY effort.

Deliverables:

Process updates with meeting summaries, up to 25 meetings annually. Meetings will be conducted at DLA or by teleconference.

Provide technical support, participate in, and prepare meeting minutes for engagements with

OSD, the Military Services, and other Defense Agencies on ELM. Assume up to 15 meetings annually. Travel to the Pentagon may be required.

ELM kickoff meeting with DLA stakeholders to start the current year ELM process. Assume development of meeting materials and presentation.

Lessons learned summary report based upon work conducted for ELM. Assume one round of comment adjudication with DLA stakeholders.

Task 2.6: ELM Policy Revision Each ELM cycle begins with an evaluation of policy or guidance changes that may be applicable to the ELM process. The Contractor shall perform this evaluation, review and update DLA's SOPs based on relevant policy changes, and incorporate audit readiness or RMIC findings and recommendations.

Deliverables:

One annual report of applicable changes to policy, procedure and/or guidance Administrative updates to four SOPs annually. Assume revision of up to 25% of each SOP, to include procedures, references, and appendices/templates.

One annual ELM Training completion report for DLA and contractor personnel. Contractor shall provide applicable training to its personnel, as required.

Task 2.7: Cost Estimating and Data Management Software Support DLA uses the Remedial Action Cost Engineering and Requirements (RACER) software, a parametric cost estimating tool developed specifically for environmental remediation, for preparation and management of the CTC process. DM-ER requires support for RACER or other approved software testing, participation in technical meetings, and training for PMs in software use/application. DM-ER requires support in uploading CTC and Execution data, and overall management of the data. Contractor shall also support data entry and management in commonly available software such as but not limited to Microsoft Office Suite, Visio, SharePoint, and SAP based software applications.

Cost estimating software testing. Assume technical review and testing for 50 models.

Assume review comment input into DevOps Software. Assume up to three rounds of comment adjudication with technical stakeholders.

Review and comment on up to 24 RACER model Addenda (As-Builts) which includes the assumptions and formula for each RACER model.

Provide technical support, participate in, and prepare meeting minutes for engagements with OSD, the Military Services, and other Defense Agencies on ELM software. Assume up to 4 meetings monthly. Meetings will be conducted by teleconference.

Provide technical support, participate in, and prepare meeting minutes for up to 5 engagements with OSD, the Military Services, and other Defense Agencies on software enhancements. Assume travel to Washington, D.C. and mid-west CONUS.

Conduct an annual RACER training to facilitate PM understanding and review of the CTC documents. Assume 25% revision to previous training materials. Assume 4 hour training duration via teleconference or other virtual platform.

Quarterly data uploads to DM-E. Assume quarterly data formatting, review, and revision.

Assume one round of comment adjudication or revision with DM-ER.

Annual Summary report of data upload/validation to DM-E. Serve as the system Administrator for data upload to common software/applications

TASK 2.8: Audit File and Record Management DM-E maintains official records for ELM per the DLA Record Schedule and federal policy.

Contractor shall ensure final documents are verified, indexed, and formatted in accordance with DLA policy and the DM-E File Plan. Contractor shall produce the ELM Audit File to include all supporting documentation, references, databased exports or other records used in the annual ELM process. Assume up to 2,500 files annual are included in the total ELM Audit File. DLA uses the DACS-RM database as the official system of record to maintain record disposition in accordance with applicable policy.

Deliverables:

FY Site Identification Audit File with completed validation checklist for each fund. Includes all files produced or used in the Site Identification sub-process.

FY CTC Audit File with completed validation checklist for each fund. Includes all files produced or used in the CTC sub-process:

o Up to 200 Site Level EL Audit Files.

o Up to 20 PM Level Audit Files.

o Up to 4 Fund Level Audit Files.

FY Budgeting and Execution Audit File with completed validation checklist for each fund.

Includes all files produced or used in the Execution sub-process.

FY EL Reporting Audit File with completed validation checklist for each fund. Includes all files produced or used in the EL Reporting sub-process.

Annual summary report of data upload/validation in DACS-RM.

Task 2 Performance Objectives

PWS

Paragraph Element

Evaluated Performance

Objective Performance Threshold Surveillance

Method 2.1

CLIN 0005

Update Environmental Event Repository

Updates processed timely and Summary delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer Feedback

Element Evaluated

Performance Objective

Performance Threshold Surveillance

2.2

CLIN 0006

Draft & Final

CTC

Documents

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer Feedback

2.3

CLIN 0007

Budgeting Documents and Execution Summary

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer Feedback

2.4

CLIN 0008

EL Data Calls and Analysis

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days

- Periodic Inspection

- Customer

Element Evaluated

Performance Objective

Performance Threshold Surveillance Method

U: <80% delivered on time, rework requires more than 10

2.5

CLIN 009

Meeting Minutes

Minutes delivered within 5 business days.

Necessary rework accomplished within 2 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 1 day G: 90% delivered on time, rework accomplished within 2 days M: 80% delivered on time, rework accomplished within 4 days U: <80% delivered on time, rework requires more than 4

- Periodic Inspection

Feedback

2.6

CLIN 0010

SOP Updates Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer Feedback (Annually)

2.7

CLIN 0011

Software review and testing

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days

- Periodic Inspection

Element Evaluated

Performance Objective

Performance Threshold Surveillance Method

M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10

2.8

CLIN 0012

Audit Files Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

3.0 Additional Instructions

All data required, used or otherwise handled remains the property of the government. Any database software developed as part of this delivery order becomes the property of the Government. The Government retains the rights to all intellectual property purchased or developed through this effort. The Contractor may not use datasets or other materials produced under this delivery order without written consent of the COR. All data, reports, and other materials produced under this delivery order are the property of the Government and are not to be released by the Contractor without written approval from the COR.

The Contractor shall maintain a project file for two calendar years from the date of project completion.

Distribution / Release Limitation Statements. All data provided to the contractor by the Government and/or developed by the contractor for the Government shall be protected from disclosure in accordance with the markings contained thereon. All other information relating to the items to be delivered or services to be performed under this task may not be disclosed by any means without prior approval by the Government.

A-E Manpower Reporting. The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure Army data collection site where the A-E will report ALL A-E manpower (including sub A-E manpower) required for performance of this contract. The contractor is required to completely fill in all the information in the format using the following web address https://cmra.army.mil . The required information includes:

(1) Contracting Office, Contracting Officer, Contracting Officer’s Technical Representative;

(2) Contract number, including task and delivery order number; (3) Beginning and ending dates covered by reporting period;

(4) A-E name, address, phone number, e-mail address, identity of A-E employee entering data.

(5) Estimated direct labor hours (including sub-A-E);

(6) Estimated direct labor dollars paid this reporting period (including sub-contractor);

(7) Total payments (including sub-contractor);

(8) Predominant Federal Service Code (FSC) reflecting services provided by A-E (and separate predominant FSC for each sub-contractor if different);

(9) Organizational title associated with the Unit Identification Code (UIC) for the Government Requiring Activity

(10) Locations where A-E and sub-contractors perform the work (specified by zip code in the United States and nearest City, Country, when in an overseas location, using standardized nomenclature provided on website);

(11) Presence of deployment or contingency contract language, and,

(12) Number of A-E and sub-contractor employees deployed in theater this reporting period (by country). As part of its submission, the A-E will also provide the estimated total cost (if any) incurred to comply with this reporting requirement. Reporting period will be the period of performance not to exceed 12 months ending September 30 of each Government fiscal year and must be reported by 31 October of each calendar year.

Access and Security. Entry to DLA facilities requires the following: current vehicle registration, proof of insurance, valid driver's license for the vehicle driver, and picture identification for other personnel. The Government will not be responsible for damages due to delay/stoppages caused by failure to comply.

Government Furnished Property (GFP). DLA will provide on-site office space for up to 4 contractor personnel to include desk, storage, IT requirements (computer, monitor, etc.), access to IT services (internet, printer, phone, etc.), and other basic office amenities. Individuals using GFP are required to complete the necessary training in advance of receiving the property and must maintain the property in good and working order.

3.1 Security

3.1.1 Operations Security

This contract will require the contractor to access, handle, process, and store Operations Security Critical Information in accordance with the DLA Installation Management Critical Information List. The following security requirements apply:

1. The Contractor is required to apply Operations Security (OPSEC) to enhance protection of classified and unclassified critical information pursuant to DoD Directive 5205.02, “DoD OPSEC Program; DoD 5205.02-M, “OPSEC Program Manual;” National Security Decision Directive Number 298, “National Operations Security Program;” DLA Instruction 3606-01, “Operations Security (OPSEC) Program,” October 3, 2018; DLA Manual 3606.01, “Operations Security (OPSEC) Program,” October 10, 2018; and supplementary instructions. Service OPSEC guidance may also apply if the contracted activity is performed in a Service-level operational environment. Contractors are required to complete OPSEC refresher training on an annual basis and provide timely and appropriate responses to Agency OPSEC Managers, when necessary. The preferred training for DLA contractors can be found online: https://icontent-hcm04.ns2.apps.mil/icontent/CUSTOM/DLAHCM04P/NoCompat/SEC-ASCA/.

2. The contractor will accomplish the following minimum requirements in support of the DLA OPSEC Program. Protect those items of critical information, applicable to operations. Items of critical information are those facts, which individually, or in the aggregate, reveal sensitive details about the mission, operation, etc., and thus require protection from adversarial collection or exploitation. A copy of the GCA’s Critical Information List will be furnished to the contractor upon issuance of the contract. OPSEC Critical Information and Indicators are on the Federal and DoD CUI Registries and is required to be handled, processed, and stored in accordance with DoDI 5200.48, “Controlled Unclassified Information.” Contractors are required to take DoD Controlled Unclassified Information (CUI) training and can be found online:

https://www.dodcui.mil/Home/Training/. Certificates of completion for DLA OPSEC and CUI training will be furnished to the Contracting Officer or Contracting Officer’s Representative.

3. Include OPSEC as part of its ongoing security awareness program and take all required OPSEC training provided by DLA.

4. Protect sensitive unclassified information and activities, which could compromise classified information or operations, or degrade the planning and execution of operations performed by the contractor in support of the mission.

3.1.2 Contractor’s Unclassified Automated Information System (AIS)

1. The Contractor shall safeguard and protect CUI provided by or generated for the Government (other than public information) that transits or resides on any non-Government information technology system IAW the procedures in DoDI 8582.01, “Security of Unclassified DoD Information on Non-DoD Information Systems,” June 6, 2012, Enclosure 3 and NIST SP 800- 171, “Protecting Controlled Unclassified Information in Nonfederal Information Systems and Organizations,” June 2015. Information shall be protected from unauthorized access, disclosure, incident or compromise by extending the safeguarding requirements and procedures in DFARS clause 252.204-7012, Safeguarding of Covered Defense Information and Cyber Incident Reporting. The NIST SP 800-171 security controls specified in 252.204-7012 were extended to include Controlled Unclassified Information (CUI) information which resides on, or transits through the contractor’s (prime and all sub-contractors) unclassified information technology systems.

2. The contractor shall ensure that all persons accessing CUI obtain favorable adjudications to appropriate position sensitivity investigations prior to accessing DLA unclassified AIS.

3. DLA reserves the right to conduct compliance inspections of Contractor unclassified information systems and other repositories for the protection of CUI.

4.0 Period of Performance

Period of performance for this Contract is one year(365 days) after date of Contract award.

5.0 Optional Tasks

Task 3, Option 1: Environmental Remediation Technical Support

Contractor shall oversee and execute restoration program assignments under the direction of the DM-ER Chief. Tasks include RPM support, review of technical documents prepared by remediation contractors, adjudication of technical comments with the COR and regulator, and routine program input for DM-ER deliverables. DM-E requires support responding to information requests from the public, regulators, and other government entities; managing remedial actions; and participating in meetings for the respective corrective action site(s). Period of Performance will be one year from date of award.

Review up to 15 remediation deliverables for technical accuracy and completeness. Develop comments to address errors or deficiencies in reports. Assume reports are the equivalent to quarterly monitoring reports up to 250 pages in length. Assume one round of comment adjudication on draft deliverables with remediation contractor. Assume one round of comment adjudication on draft deliverables with regulator.

Maintain the Information Records for the assigned installation in the approved DLA format.

Assume the site has on average 75 remediation sites and the Information Record includes 500 documents. Contractor will update the Information Record to add new documents as completed.

Provide responses for to up to 25 information requests from regulators, DLA stakeholders, or OSD regarding remediation status. Assume response time is generally 7-14 calendar days.

Review drafts and provide comments for up to 15 procedural documents impacting remediation efforts at the site(s). These may include regulatory guidance, state laws, DoD or DLA policies, or other technical remediation documents.

Participate in and prepare meeting minutes for up to 25 meetings with the DM-ER team, DLA stakeholders, or OSD as appropriate for the purpose of explaining the remediation site(s) status.

Participate in quarterly meetings with the DLA stakeholders, Execution Agent, and Regulator as appropriate for the purpose of explaining the remediation site(s) status. Provide a meeting summary report to include due-outs or action items.

Task 3 Performance Objectives

Paragraph

Element Evaluated

Performance Objective

Performance Threshold Surveillance

3.1

OPTION 1

CLIN 0013

Review and provide written responses or comments to regulator

Delivered on Schedule.

Necessary rework accomplished within 5 days

E: Delivered on time, no rework necessary VG: 95% delivered on time, rework accomplished within 3 days G: 90% delivered on time, rework accomplished within 5 days M: 80% delivered on time, rework accomplished within 10 days U: <80% delivered on time, rework requires more than 10 days

- Periodic Inspection

- Customer

Task 4 Option 2: Complete requirements as stated within CLINS 0001 thru CLINS 0012 above with a one (1)-year Period of Performance starting the last day of Base Contract award POP.

Task 5 Option 3: Complete same requirements as Option CLIN 0013 above with a one year Period of Performance starting the last day of Contract Option 1 award POP.

Task 6 Option 4: Complete same requirements as CLINS 0001 thru CLINS 0012 above with a one (1)-year Period of Performance starting the last day of Option 2 award POP.

Task 7 Option 5: Complete same requirements as Option CLIN 0013 above with a one year Period of Performance starting the last day of Contract Option 3 award POP.

Task 8 Option 6: Complete same requirements as CLINS 0001 thru CLINS 0012 above with a one (1)-year Period of Performance starting the last day of Option 4 award POP.

Task 9 Option 7: Complete same requirements as Option CLIN 0013 above with a one year Period of Performance starting the last day of Contract Option 5 award POP.

Task 10 Option 8: Complete same requirements as CLINS 0001 thru CLINS 0012 above with a one (1)-year Period of Performance starting the last day of Option 6 award POP.

Task 11 Option 9: Complete same requirements as Option CLIN 0013 above with a one year Period of Performance starting the last day of Contract Option 7 award POP.

Task 12 Option 10: Transition from the RACER cost estimating tool to the EII cost estimating tool scheduled for implementation in FY25 will require ongoing technical support to ensure DLA cost models are appropriately developed. Support will include discussion of EII requirements, user testing, supporting documentation review, cost model review of up to 20 initiated cost models, and participation in monthly status meetings, three (3)-four (4) Steering Committee meetings annually, two (2)-three (3) technical review group meetings annually, and three (3)-five (5) technical discussions monthly, Period of Performance shall be one (1)-year from date of award. Anticipated level of support is equal to approximately .75 Full Time

Equivalent (FTE) labor effort.

Task 13 Option 11: Support will include discussion of EII requirements, user testing, supporting documentation review, cost model review of up to 12 cost models, and participation in monthly status meetings, three (3)-four (4) Steering Committee meetings annually, two (2)-three (3) technical review group meetings annually, and three (3)-five (5) technical discussions monthly.

Period of Performance shall be one (1)-year from date of award.