TO0001PWS_AttachO_ArmyITCHESS _ITES-2S_Ordering_Guide.pdf

INFORMATION TECHNOLOGY

ENTEPRISE SOLUTIONS-2

SERVICES

(ITES-2S)

ORDERING GUIDELINES

January 2014

FORWARD

These ordering guidelines contain the information needed to issue delivery orders against the Information Technology Enterprise Solutions-2 Services (ITES-2S) contracts. These contracts were awarded under the Federal Acquisition Streamlining Act (FASA) and Clinger-Cohen Act, and Section 803 of the National Defense Authorization Act (NDAA) for Fiscal Year (FY) 2002, which requires that the prime contractors be provided a fair opportunity to be considered for delivery order awards. The contracts are structured as Indefinite Delivery/Indefinite Quantity (ID/IQ) contracts, using delivery orders for acquisition of specified services.

These contracts are available to the Army, Department of Defense (DoD), and other federal agencies. In addition, government support contractors may place orders against the contracts in support of their government customers, in accordance with (IAW) FAR Part 51.

Questions regarding these guidelines and procedures for placing orders against the contracts should be directed to Computer Hardware, Enterprise Software and Solutions (CHESS).

Questions of a contractual nature should be directed to the Procuring Contracting Office (PCO), Army Contracting Command - Rock Island (ACC-RI). These guidelines will be revised, as needed, to improve the process of awarding and managing orders under the ITES-2S contracts.

CHESS

ATTN: SFAE-PS-CH

9351 Hall Road, Bldg 1456 Fort Belvoir, VA 22060-5526 Toll Free Customer Line 1-888-232-4405 armychess@mail.mil

ACC-RI

ATTN: CCRC-TA

Bldg 102, 2nd Floor SW 1 Rock Island Rock Island, IL 61299-8000 309-782-1844 Ilana.c.bohren.civ@mail.mil

Information regarding the ITES-2S contracts, including links to the prime contractors’ home pages, can be found at: https://chess.army.mil.

mailto:armychess@mail.mil https://chess.army.mil/

ITES-2S Ordering Guide

TABLE OF CONTENTS

CHAPTER 1: ITES-2S GENERAL INFORMATION

1. Background

2. Scope

3. Prime Contractors

4. Contract Terms/Approach

5. Performance-Based Service Acquisition

6. Fair Opportunity to be Considered

7. Situations Requiring Hardware or Software Acquisition

CHAPTER 2: ITES-2S ROLES AND RESPONSIBILITIES

1. Army Contracting Command – Rock Island

2. Computer Hardware, Enterprise Software and Solutions

3. Requiring Activity

4. Ordering Contracting Officer

5. Order Contracting Officer’s Representative

6. Contractors

7. Ombudsman

CHAPTER 3: ITES-2S ORDERING GUIDANCE

1. General

2. Pricing

3. Order Forms and Numbering

4. Delivery Requirements

5. Security Considerations

6. Fair Opportunity to be Considered

7. Ordering Procedures

ATTACHMENTS

Attachment 1: ITES-2S Prime Contractors and Subcontractors

Attachment 2: ITES-2S Task Order Request Checklist and Instructions Example

Attachment 3: Performance-Based Service Acquisition

Attachment 4: Format for Statement of Work Example

Attachment 5: Format for Performance Work Statement Example

Attachment 5A: Quality Assurance Surveillance Plan Example

Attachment 6: Statement of Objectives Example

Attachment 7: ITES-2S Proposal Evaluation Plan Example

Attachment 8: Letter Request for Task Order Proposals Example

Attachment 9: Proposal Submission Instructions and Evaluation Criteria Example

Attachment 10: ITES-2S Selection Recommendation Document Example

Attachment 11: ITES-2S Acronyms

ITES-2S Ordering Guide 5

CHAPTER 1 ITES-2S GENERAL INFORMATION

1. BACKGROUND

The objective of the ITES-2S contracts is to meet the Army’s enterprise infrastructure and infostructure goals with a full range of innovative, world-class information technology (IT) support services and solutions at a reasonable price. ITES-2S is a multiple award, ID/IQ contract vehicle. It is the Army’s primary source of IT-related services worldwide. All DoD and other federal agencies are authorized to use the contracts to satisfy their IT requirements.

Working in partnership with the prime contractors, CHESS manages the contracts, in coordination with the ACC-RI Contracting Center. Through the use of ITES-2S, users have a flexible means of meeting IT service needs quickly, efficiently, and cost-effectively. Orders may be placed by any contracting officer from the aforementioned agencies. There is no fee to place orders against the ITES-2S contract.

2. SCOPE

The ITES-2S contracts encompass a full range of innovative, world-class information technology support services and solutions at a reasonable price. Contract line items (CLINs) cover the following services. Fixed Price (FP), Time and Materials (T&M), and Cost Reimbursement (CR) Task Orders (TOs) are authorized under this contract.

■ IT solution services

■ IT subject-matter expert

■ IT functional area expert (FAE)

■ Incidental construction

■ Other direct costs

■ IT solution equipment

■ Travel and per diem

■ IT solution software

■ IT solution – other direct charges (ODCs)

A listing of the task areas covered in the contracts is in Contract Section C.2.1. Copies of the ITES-2S contracts can be found on the CHESS IT e-mart. The IT e-mart Web site is https://chess.army.mil. Services will be acquired by issuing individual TOs.

Contract types will be determined IAW the Federal Acquisition Regulation (FAR) and Defense Federal Acquisition Regulation Supplement (DFARS) based on the circumstances of each order.

ITES-2S Ordering Guide 6

3. PRIME CONTRACTORS

Following is a list of the ITES-2S prime contractors, their respective contract numbers, and business size to the specific contract. Links to the prime contractor websites can be found at the CHESS website: https://chess.army.mil.

Prime Contractor Contract Number Business Type

IBM W91QUZ-06-D-0010 Large Business

Dell Services Federal Government, Inc.

W91QUZ-06-D-0011 Large Business

General Dynamics W91QUZ-06-D-0012 Large Business

HP Enterprise Services W91QUZ-06-D-0013 Large Business

Apptis Inc. W91QUZ-06-D-0014 Large Business

STG, Inc. W91QUZ-06-D-0015 Small Business

Science Applications International Corporation

W91QUZ-06-D-0016 Large Business

Lockheed Martin W91QUZ-06-D-0017 Large Business

CSC W91QUZ-06-D-0018 Large Business

Booz Allen Hamilton, Inc.

W91QUZ-06-D-0019 Large Business

CACI ISS, Inc. W91QUZ-06-D-0020 Large Business

Harris IT Services W91QUZ-06-D-0001 Large Business

Pragmatics, Inc. W91QUZ-06-D-0002 Small Business

BAE W91QUZ-06-D-0003 Large Business

NCI Information Systems

W91QUZ-06-D-0004 Large Business

Northrop Grumman W91QUZ-06-D-0005 Large Business

ITES-2S Ordering Guide 7

4. CONTRACT TERMS/APPROACH

Separate, multiple awards were made for ITES-2S with the following contract terms and provisions:

Contract Terms ITES-2S

Contract Maximum $20,000,000,000 The contract maximum represents the total requirement for the life of the contract (including options, if exercised).

Period of Performance

9 Years:

36-month base period

Three 24-month options

Pricing Structure Firm Fixed Price (FFP) T&M

CR

Performance – Based Contracting

Preferred method for acquiring services

Fair Opportunity to be considered

Subject to FAR 16.505 and DFARS 216.505-70

Ordering Guidance and Process

See Chapter 3, Contract Section J, Attachment 4 – Ordering Process

5. PERFORMANCE-BASED SERVICE ACQUISITION

Performance-Based Service Acquisition (PBSA) is an acquisition structured around the results to be achieved as opposed to the manner by which the work is to be performed. Orders placed under ITES-2S are not required to be performance-based under all circumstances. However, policy promulgated by the NDAA for FY 2001 (PL 106-398, section 821), FAR 37.102, and FAR 16.505(a), establishes PBSA as the preferred method for acquiring services. In addition, for Defense agencies, DFARS 237.170-2 requires higher-level approval for any acquisition of services that is not performance-based. Accordingly, it is expected that most ITES-2S orders will be performance-based. A performance work statement (PWS) or statement of objectives (SOO) should be prepared to accompany the Task Order Request (TOR) to the ITES-2S contractors. See Attachments 2, 3, 4, and 5 for further information on PBSA and specific details and resources for the preparation of a PWS or SOO.

6. FAIR OPPORTUNITY TO BE CONSIDERED

■ IAW10 U.S. Code § 2304c(b) and FAR 16.505(b), the ordering contracting officer must provide each ITES-2S contractor a fair opportunity to be considered for each order exceeding $3,000 unless an exception applies.

■ In addition, orders placed by or on behalf of the DoD must also comply with the requirement of DFARS216.505-70. For orders exceeding $150,000, DFARS 216.505-70 requires the ordering contracting officer to (i) provide a fair notice of the intent to make the purchase, including a description of the supplies to be delivered or the services to be performed and the basis upon which the ordering contracting officer will make the selection, to all ITES-2S contractors; and (ii) afford all contractors responding to the notice of fair opportunity to submit an offer and have that offer fairly considered.

ITES-2S Ordering Guide 8

■ FAR 16.505, DFARS 216.5, and Chapter 3, Paragraph 6, below contain procedures on exceptions to the fair opportunity process, as well as details on the applicability and implementation of fair opportunity to be considered.

7. SITUATIONS REQUIRING HARDWARE OR SOFTWARE ACQUISITION

■ Software: In situations where it is necessary to purchase new commercial software, including preloaded software, to satisfy the requirements of a particular TO, the contractor will first be required to review and utilize available DoD Enterprise Software Initiative (ESI) agreements.

If software is not available to the contractor through a DoD ESI source, the contractor shall be authorized to obtain the software through an alternate source. For Army users, a Statement of Non-Availability is required from CHESS when acquiring non ESIsoftware regardless of the dollar value. The customer shall access the Statement of Non-Availability process; located on the Web at https://chess.army.mil/CMS/A/WVRS The Statement of Non-Availability should be included in the TO upon award.

For DoD users, a Non-DoD contract certification and approval is required for software buys, except for the Microsoft Premier IAW DFARS 217.78. This is required because the ESI Blanket Purchase Agreements (BPAs) are established against General Services Administration IDIQs.

■ Commercial off-the-shelf (COTS) Hardware and Related Software: If hardware and related software are required for a particular TO, the CHESS hardware contracts are the preferred source of supply. For Army users, it is the mandatory source for hardware and software IAW Army Federal Acquisition Regulation Supplement (AFARS) 5139.101. CHESS also has a representative sample list on their web site of Commercial IT Products and Services authorized for use by customers worldwide. A request for quote may be submitted for products not found on the CHESS site. If the hardware and related software required is not available from a CHESS contract or the authorized list, the contractor shall be authorized to obtain the hardware through an alternate source.

For Army users, a Statement of Non-Availability is required if for purchase of products from another source regardless of dollar value. The listing of COTS hardware available from CHESS sources can be viewed on the web at https://chess.army.mil. The customer shall access the Statement of Non-Availability process, located on the Web at https://chess.army.mil/CMS/A/WVRS. The Statement of Non-Availability should be included in the TO upon award.

https://chess.army.mil/CMS/A/WVRS https://chess.army.mil/CMS/A/WVRS

ITES-2S Ordering Guide 9

CHAPTER 2 ITES-2S ROLES AND RESPONSIBILITIES

The following is a summary of the roles and responsibilities for the primary organizations in the ITES-2S contract process.

1. ARMY CONTRACTING COMMAND – ROCK ISLAND

■ Serves as the PCO for the ITES-2S contracts. The PCO has overall contractual responsibility for the ITES-2S contracts. All orders issued are subject to the terms and conditions of the contract. The contract takes precedence in the event of conflict with any order.

■ Provides advice and guidance to requiring activities, ordering contracting officers, and contractors regarding contract scope, acquisition regulation requirements, and contracting policies.

■ Approves and issues contract modifications.

■ Represents the contracting officer position at various contract-related meetings.

2. COMPUTER HARDWARE, ENTERPRISE SOFTWARE AND SOLUTIONS

■ Designated by the Secretary of the Army as the Army’s primary source for commercial IT.

■ Is the requiring activity (RA) for this acquisition.

■ Maintains the IT e-mart, a web-based, e-commerce ordering and tracking system. The IT e-mart website is: https://chess.army.mil.

■ With support from the Communication Electronics Command, Information Systems Engineering Command, Technology Integration Center, assists Army organizations in defining and analyzing requirements for meeting the Army’s enterprise infrastructure and infostructure goals.

■ Works with requiring activities, including those outside of the Army, to help them understand how ITES-2S can best be used to meet their enterprise requirements.

■ Conducts periodic meetings with the prime contractors, e.g., quarterly In-Process Review, as needed to ensure requirements, such as approved DoD standards, are understood.

■ Serves as the procuring contracting officer’s representative.

3. REQUIRING ACTIVITY

RA is defined as any organizational element within the Army, DoD, or other federal agencies.

■ Adheres to the requirements and procedures defined in the ITES-2S contracts and these ordering guidelines.

ITES-2S Ordering Guide 10

■ Defines requirements.

■ Prepares TO requirements packages.

■ Funds the work to be performed under ITES-2S orders.

■ Provides personnel to evaluate proposals submitted.

■ Provides past performance assessments.

■ Monitors and evaluates contractor performance.

4. ORDERING CONTRACTING OFFICER

■ Ordering contracting officers within the Army, DoD, and other federal agencies are authorized to place orders within the terms of the contract and within the scope of their authority.

■ They are not authorized to make changes to the contract terms. The ordering contracting officer’s authority is limited to the individual orders.

■ Serves as the interface between the contractor and the government for individual orders issued under the ITES-2S contracts.

■ Responsible for determining if bundling of requirements, (see FAR 2.101), is in compliance with FAR 7.107.

■ Responsible for determining whether consolidation of requirements, compliance, and approval are IAW DFARS 207.170.

■ Responsible for requesting, obtaining and evaluating proposals/quotations and for obligating funds for delivery orders issued.

■ The ordering contracting officer reserves the right to withdraw and cancel a task if issues pertaining to the proposed task arise that cannot be satisfactorily resolved.

■ Responsible for identifying when Earned Value Management System is applicable at the TO level IAW DFARS 252.234-7002.

5. ORDER CONTRACTING OFFICER’S REPRESENTATIVE

■ Order contracting officer representatives (CORs) will be designated by letter of appointment from the ordering contracting officer.

■ Serves as the focal point for all task activities, and primary point of contact (POC) with the contractors.

■ Provides technical guidance in direction of the work; not authorized to change any of the terms and conditions of the contract or order.

ITES-2S Ordering Guide 11

■ Obtains required COR training. Note: The Army Contracting Command, COR Guide provides a list of approved COR training courses:

https://www.us.army.mil/suite/doc/24452057&inline=true.

6. CONTRACTORS

The principal role of the contractors is to perform services and/or deliver related products that meet requirements and/or achieve objectives/outcomes described in orders issued under the ITES-2S contracts.

7. OMBUDSMAN

IAW 10 U.S. Code 2304c(e) and FAR 16.505(b)(5), ITES-2S contractors that are not selected for award under a TO competition may seek independent review by the designated Ombudsman for the ITES-2S contracts. The ACC-RI Ombudsman will review complaints from the contractors on all TOs issued by ACC-RI and ensure that all contractors are afforded a fair opportunity to be considered for each TO, consistent with the procedures in this contract. The ACC-RI designated Ombudsman is identified in paragraph A.2. The Ombudsman for TOs not issued by ACC-RI will be the Ombudsman that supports the ordering contracting officer. The designated Ombudsman for the ITES-2S contracts issued by ACC-RI is:

Randy McGee Army Sustainment Command Rock Island, IL 61299-6500 309-782-7287 randy.e.mcgee.civ@mail.mil

Note: IAW FY08 Authorization Act, Section 843, the U.S. Government Accountability Office (GAO) will entertain a protest filed on or after May 27, 2008, for delivery orders valued at more than $10M. Procedures for protest are found on 4 Code of Federal Regulations Part 21 (GAO Bid Protest Regulations).

https://www.us.army.mil/suite/doc/24452057&inline=true

ITES-2S Ordering Guide 12

CHAPTER 3 ITES-2S ORDERING GUIDANCE

1. GENERAL

■ All ITES-2S contracts contain TO procedures in Section J, Attachment 4. Additional detailed procedures are included herein.

■ Ordering is decentralized for all ITES-2S requirements. Ordering under the contracts is authorized to meet the needs of the Army, DoD, and other federal agencies. There are no approvals, coordination, or oversight imposed by the PCO on any ordering contracting officer.

Ordering contracting officers are empowered to place orders IAW the terms and conditions of the contracts, ITES-2S ordering guidelines, the FAR, DFARS (as applicable), and their own agency procedures.

■ The PCO will not make judgments or determinations regarding orders awarded under the ITES-2S contracts by an ordering contracting officer. All issues must be resolved consistent with individual agency procedures and/or oversight.

■ Upon request, the PCO is available to provide guidance to ordering contracting officers executing orders under the ITES-2S contracts.

■ The CHESS IT e-mart at https://chess.army.mil is available to make price comparisons among all awardees and solicit competitive quotes. Only services and their related, incidental hardware/software items are to be released on the ITES-2S IT e-mart. Hardware/software-only items are to be placed on ADMC-2 or ITES-2H/3H. The ordering contracting officer will initiate the TOR process by issuing a TOR to all awardees via the CHESS IT e-mart. Ordering contracting officers MUST issue the Request for Proposal (RFP)/TORs via the IT e-mart.

■ When posting an RFP/TOR, RAs are not to simply submit a vendor’s quote as an RFP/TOR.

■ When posting a TOR, customers will identify specific delivery instructions for proposal responses. Contractors will indicate their interest via CHESS IT e-mart; however, proposal packages shall be delivered by means identified in the TOR.

2. PRICING

■ All TOs awarded pursuant to this contract on a FFP or T&M basis must be priced IAW the pricing set forth in the Labor Rate Table, Contract Section J, Attachment 1 and Labor Category Descriptions, Contract Section J, Attachment 2. The labor rates in the labor rate table reflect the fully burdened composite rates for each labor category and will apply to all direct labor hours. The composite rates include separate rates for work performed at the contractor site and at the government site for each labor category. An ITES-2S contractor may propose labor rates that are lower than those specified in its Labor Rate Table but may not exceed the labor rates in its Labor Rate Table.

■ CR TOs are allowable under ITES-2S. CR TOs are suitable for use only when uncertainties involved in contract performance do not permit costs to be estimated with sufficient accuracy to use any type of FP TO. A CR TO may be used only when the contractor’s accounting system is adequate for determining costs applicable to the TO and appropriate Government

ITES-2S Ordering Guide 13 surveillance during performance will provide reasonable assurance that efficient methods and effective cost controls are used.

■ The government’s minimum requirements for each labor category are identified in Labor Category Descriptions. Contractors may augment their labor categories and job descriptions on a TO basis. If a contractor decides to augment a labor category, the labor type and cost shall not change. Augmenting a labor category is not defined as adding a new labor category.

TO proposals shall be limited to only those labor categories contained within the base contract. The contractor may propose to the government, at its discretion, additional labor categories and job descriptions within the scope of ITES-2S. The PCO is the only official authorized to add a labor category to the base contract via contract modification.

■ Unlike other labor categories, the IT subject-matter expert (SME), IT FAE, and incidental construction category may only be used if no other labor category can satisfy the requirement.

If the ITES-2S contractor proposes these categories when not directed by the ordering contracting officer, no fee or profit is allowed. Ordering contracting officers are discouraged from directing the use of FAEs and SMEs. However, if the ordering contracting officer deems it necessary to direct the ITES-2S contractor to propose these categories, a fixed fee of 3% is allowable. ITES-2S contractors are required to seek and obtain approval from the ordering contracting officer for the use of these categories when proposed in a TO. There is no fixed labor rate associated with the SME, FAE, and incidental construction categories.

3. ORDER FORMS AND NUMBERING

■ An appropriate order form (Defense Department (DD) Form 1155, Order for Supplies or Services, or Non-DoD federal agencies equivalent) shall be issued for each TO. The use of government credit cards is also authorized IAW applicable rules and procedures. TOs may be issued via telephone, fax, e-mail, postal mail or CHESS’s IT e-mart.

■ Ordering contracting officers shall not use any order numbers beginning with 0001 through 9999, which are reserved for ACC-RI. DoD agencies should use ordering numbers as specified in DFARS 204.7004(d)(2)(i). Non-DoD federal agencies may use any numbering system provided it does not conflict with either of these numbering systems.

4. DELIVERY REQUIREMENTS

■ Delivery of services shall be IAW individual orders.

5. SECURITY CONSIDERATIONS

Contract Section H.8 requires that the level of classified access be incorporated into individual TOs as necessary. If determined necessary based on the level of classification, a DD Form 254, Contract Security Classification Specification, should be prepared and included in the TO request and resulting order.

6. FAIR OPPORTUNITY TO BE CONSIDERED

IAW FAR 16.505(b)(2), for all orders exceeding $3,000 but less than $150,000, the ordering contracting officer shall give every ITES-2S contractor a fair opportunity to be considered for a TO unless one of the exceptions to fair opportunity applies. (See paragraph 6.d below for further discussion of exceptions.) This means the ordering contracting officer must consider all ITES-2S contractors for the work though he/she is not necessarily required to contact any of

ITES-2S Ordering Guide 14 them. The ordering contracting officer must document his/her rationale if applying one of the exceptions to fair opportunity; however, no special format is required. All orders exceeding $150,000 for Defense agencies must be placed on a competitive basis IAW FAR 16.505 and DFARS 216.505-70(c) unless a written waiver is obtained, using the limited sources justification and approval format in FAR 16.505(b)(2)(ii)(b). Refer to your agency’s approval authorities for placing orders on other than a competitive basis. This competitive basis requirement applies to all orders by or on behalf of DoD. Non-DoD agencies shall comply with their own agency’s procedures.

For orders by or on behalf of DoD exceeding $150,000, the requirement to place orders on a competitive basis is met only if the ordering contracting officer:

■ Provides a notice of intent to purchase to every ITES-2S contractor, including a description of work to be performed and the basis upon which the selection will be made; and

■ Affords all ITES-2S contractors responding to the notice a fair opportunity to submit an offer and to be fairly considered.

Exceptions to Fair Opportunity

As provided in FAR 16.505(b)(2) and DFARS 216.505-70(b), the ordering contracting officer may waive the requirement to place an order on a competitive basis with a written limited sources justification and approval if one of the following circumstances applies:

■ The agency’s need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays. Use of this exception requires a justification that includes reasons why the ITES-2S processing time for a fair opportunity to be considered will result in an unacceptable delay to the agency. The justification should identify when the effort must be completed and describe the harm to the agency caused by such a delay.

■ Only one contractor is capable of providing the supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized.

Use of this exception should be rare. When using this exception, explain (1) what is unique or highly specialized about the supply or service, and (2) why only the specified contractor can meet the requirement.

■ The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under these contracts, provided that all awardees were given a fair opportunity to be considered for the original order.

■ A statute expressly authorizes or requires that the purchase be made from a specified source.

FAR 16.505(b)(1)(ii) provides that the ordering contracting officer is not required to contact each of the awardees if information is available that will ensure that each awardee is provided a fair opportunity to be considered for each order. As noted above, however, a “mini-competition” — including contact with the contractors — is required by DFARS 216.505-70 for orders in excess of $150,000 unless an exception applies.

ITES-2S Ordering Guide 15

The ordering contracting officer must follow his/her agency’s procedures for documenting the process and rationale for selection of the awardee for each TO. At a minimum, the ordering contracting officer must document his/her selection and the selection must consider price.

7. ORDERING PROCEDURES

TO Request

■ The RA prepares the TO request package and submits it to the ordering contracting officer.

Attachment 2 is an example of a TO checklist.

Note: When submitting requests ensure that the customer and/or site address is correct and includes as much information as possible to allow for an accurate proposal. (i.e. serial numbers, manufacturer/part numbers, quantities, whether the requirement is a renewal or new requirement, customer ID number, contract numbers, renewal contract number or other type of account identifier.)

At a minimum, the package should contain the following:

■ Statement of work (SOW), PWS, or SOO: the RA may select from these work statements, depending on their specific requirements. However, performance-based orders must be used to the maximum extent possible for services as required by FAR 37.102 and FAR 16.505(a) (see Attachment 3).

■ Specific formats have been developed to streamline the processing time. See examples of the SOW at Attachment 4, the PWS at Attachment 5, and the SOO at Attachment 6.

1. The PWS identifies the technical, functional, and performance characteristics of the government’s requirements. The PWS describes the work in terms of the purpose of the work to be performed rather than either “how” the work is to be accomplished or the number of hours to be provided.

2. The SOO is an alternative to the PWS. It is a very brief document (commonly 2-10 pages, depending upon complexity, although there is no maximum or minimum required length) that summarizes key agency goals and outcomes to which contractors respond. It is different from a PWS in that, when a SOO is used, offerors are asked to develop and propose a PWS as part of their solution. Typically, SOO responses would also propose a technical approach, performance standards, incentives/disincentives, and a Quality Assurance Surveillance Plan (QASP) based upon commercial practices.

At a minimum, a SOO must contain the following information:

■ Purpose

■ Scope or mission

■ Period and place of performance

■ Background

■ Performance objectives (i.e., required results)

■ Any operating constraints

ITES-2S Ordering Guide 16

Upon award, the winning offeror’s solution to the SOO should be incorporated into the resulting TO; the SOO itself is not part of the TO.

■ Funding Document: ITES-2S orders are funded by the RA. Individual ordering contracting officers should provide specific instructions as to the format and content.

■ Independent Government Cost Estimate: the estimate will assist the ordering contracting officer in determining the reasonableness of the contractors’ cost and technical proposals.

The estimate is for government use only and should not be made available to the ITES-2S contractors.

■ Basis for TO Award: the ordering contracting officer, in conjunction with the RA, develops the evaluation criteria that form the basis for TO award. Whether the award will be based on low price, technical acceptability or best value, the criteria should be provided to the contractor. If the award will be based on best value, evaluation factors and significant sub factors that will affect contract award and their relative importance should be shown.

Attachment 7, Proposal Evaluation Plan, has been developed as a recommended format for documenting the basis for award.

TOR Preparation

The ordering contracting officer will issue a TOR to all contractors for orders exceeding $3,000.00. The request will include a transmittal letter identifying the TO strategy, contract type, proposal receipt date and time, estimated contract start date, period of performance, and any other related information not contained elsewhere; the appropriate work statement; instructions for submission of a technical and cost/price proposal and selection criteria/basis for award, any special requirements (i.e., security clearances, travel, special knowledge); and other information deemed appropriate for the respective order. Attachment 8 contains a recommended memo requesting proposals and Attachment 9 contains sample instructions/basis for award.

■ Recommend a submission date of 10 calendar days after issuing a TO request for receipt of proposals; however, the scope and complexity of the TO should be considered when determining proposal due date.

■ If unable to perform a requirement, the contractor shall submit a “no bid” reply in response to the proposal request. All “no bids” shall include a brief statement as to why the contractor is unable to perform, e.g., conflict of interest.

■ In responding to proposal requests that include a requirement to provide products as part of an overall IT services solution, ITES-2S contractors are expected to use CHESS hardware contracts as preferred sources of supply. Other sources may be proposed, but will require justification by the contractor and the approval of the ordering contracting officer. In addition, contractors are expected to facilitate maximum utilization of Enterprise Software Initiative source software.

Evaluation Criteria

All evaluation criteria must be identified and clearly explained in the TOR. The TOR must also describe the relative importance of the evaluation criteria. The ordering contracting officer, in conjunction with the RA, may consider the following evaluation criteria (price or cost must be a factor in the selection criteria) to evaluate contractors’ proposals:

ITES-2S Ordering Guide 17

Technical/management approach:

■ Understanding of the requirement

■ Technical and management approach

■ Staffing plan (e.g., skill mix, personnel experience or qualifications and availability of personnel, performance location)

■ Areas of expertise

■ Past performance on prior TOs under this contract (e.g., approach, personnel, responsiveness, timeliness, quality, and cost control) (Note: If practicable, automated systems such as Past Performance Information Management System or Past Performance Information Retrieval System should be utilized in lieu of requesting past performance information from the contractors).

■ Current distribution of workload

■ Knowledge of the customer’s organization

■ Teaming arrangements (including subcontracting)

■ Security (including clearance level)

■ Performance-based approach

■ Other specific criteria as applicable to the individual TO

Cost/Price

This part of the proposal will vary depending upon the contract type planned for the TO. It should include detailed cost/price amounts of all resources required to accomplish the TO (labor hours, rates, travel, etc.). The contractor may not exceed the labor rates specified in the Labor Rate Table, Section J, Attachment 1. However, the contractor is permitted to propose labor rates that are lower than those established in the Labor Rate Table. The contractor shall fully explain the basis for proposing lower rates. The proposed reduced labor rates will not be subject to audit; however, the rates will be reviewed to ensure the government will not be placed at risk of nonperformance. The reduced labor rates will apply only to the respective TO and will not change the fixed rates in Labor Rate Tables. The level of detail required shall be primarily based on the contract type planned for use, as further discussed below.

■ FP and T&M. The proposal shall identify labor categories IAW the Labor Rate Tables and the number of hours required for performance of the task. The proposal must identify and justify use of all non-labor cost elements. It must also identify any government-furnished equipment (GFE) and/or government furnished information (GFI) required for task performance. If travel is specified in the TOR, airfare and/or local mileage, per diem rates by total days, number of trips, and number of contractor employees traveling shall be included in the cost/price proposal. Other information shall be provided as requested in the proposal request.

■ CR. Both “sanitized” and “unsanitized” cost/price proposals will be required for cost reimbursement-type TOs only. “Unsanitized” cost proposals are complete cost proposals that include all required information. “Sanitized” cost proposals shall exclude all company proprietary or sensitive data but must include a breakdown of the total labor hours proposed and a breakout of the types and associated costs of all proposed other direct charges. Unless otherwise noted, unsanitized proposals will only be provided to the ordering contracting officer, while sanitized proposals may be provided to the evaluator(s) and other personnel involved in the procurement. Cost/price proposals shall include, at a minimum unless otherwise indicated in the TOR, a complete work breakdown structure that coincides with the detailed technical approach and provides proposed labor categories, hours, wage rates, direct/indirect rates, ITES-2S Ordering Guide 18

ODCs, and fees. Cost reimbursement proposals shall be submitted IAW FAR clause 52.215- 20 “Requirements for Cost or Pricing Data or Information Other Than Cost or Pricing Data.”

Evaluation

If a “mini-competition” is being conducted, a panel of evaluators should be appointed to review the proposals submitted by ITES-2S vendors. For each non-price evaluation factor, the evaluators should identify strengths and weaknesses in the proposals and should assign an adjectival rating (e.g., outstanding, good, etc.) for each non-price factor. The evaluators’ findings should be documented in a written evaluation report. The price factor should be evaluated independently from the non-price factors. Individuals who are evaluating non-price aspects of the proposal should not have access to pricing information while performing their evaluations. Evaluations must be conducted fairly and IAW the selection criteria in the solicitation. After an initial evaluation of proposals, negotiations (discussions) may be held.

Refer to FAR Part 15 for general guidance on the proper conduct of discussions.

Award

Once evaluations are completed, an authorized selection official must make an award decision and document the rationale for his/her decision. Prior to making a decision, copies of all evaluations must be forwarded to the selection official for his/her review and consideration.

Attachment 10 is an example of the Selection Recommendation Document. The form is signed by the selection official and forwarded to the ordering contracting officer. This form can also be used to document an exception to the fair opportunity requirements.

At a minimum, the following information shall be specified in each TO awarded:

■ Date of order

■ POC (name), commercial telephone and fax numbers, and e-mail address

■ Ordering contracting officer’s commercial telephone number and e-mail address

■ Description of the services to be provided, quantity unit price and extended price, or estimated cost and/or fee (TO INCLUDE THE CLIN FROM PART B). The work statement should be attached; the contractor’s proposal may be incorporated by reference.

■ Delivery date for supplies

■ Address and place of performance

■ Packaging, packing, and shipping instructions, if any

■ Accounting and appropriation data and Contract Accounting Classification Reference Number (ACRN) (Defense Finance and Accounting Service requires an ACRN(s) on all orders.)

■ Specific instructions regarding how payments are to be assigned when an order contains multiple ACRNs

■ Invoice and payment instructions

■ Any other pertinent information

IAW 10 U.S. Code § 2304c(d) and FAR 16.505(a)(10), the ordering agency’s award decision on each order is generally not subject to protest under FAR Subpart 33.1 except for a protest that an order increases the scope, period, or maximum value of the contract. In lieu of pursuing a bid protest, ITES-2S contractors may seek independent review by the designated Ombudsman. The Ombudsman will review complaints from the contractors and ensure that all contractors are afforded a fair opportunity to be considered for each order, consistent with the

ITES-2S Ordering Guide 19 procedures in the contract. The designated Ombudsman is identified in Chapter 2, paragraph 7, of these guidelines.

The executed order will be transmitted via fax, e-mail, or by verbal direction from the ordering contracting officer. If verbal direction is given, written confirmation will be provided within five working days.

After award, timely notification shall be provided to the unsuccessful offerors and will identify, at a minimum, the awardee and award amount.

The ITES-2S TO award process is illustrated below:

Post Award Debriefing

Under 10 USC 2304a, unsuccessful offerors in competitions for TOs exceeding $5,000,000 have the right to a post-award debriefing if they meet certain request deadline requirements.

The deadline requirements can be found in FAR 15.506(a)(1). Under FAR 15.506(a)(4), untimely debriefing requests may be accommodated, and 15.506 is not limited to unsuccessful offerors. Timely requests for a post-award debriefing for TOs meeting the threshold above must be honored, and their debriefings must meet the requirements of FAR 15.506. Also, contracting officers are encouraged to provide debriefings to untimely offerors under competitions exceeding $5,000,000 and to offer a debriefing to all other offerors under TO competitions, even those valued below the mandatory threshold described above. Non-mandatory debriefings should follow all of the requirements in FAR 15.506(d), (e), and (f).

ITES-2S Ordering Guide 20

Debriefings may be done orally, in writing, or by any method acceptable to the contracting officer.

Evaluation of Contractor’s TO Performance

Section G.4 of the contract requires that, at TO completion, the contractor submit a request for a performance evaluation to the Order COR or his/her designated representative. The Order COR or his/her designated representative shall complete these evaluations for each TO, regardless of dollar value, within 30 days of completion. Performance evaluations shall also be completed annually for orders that have a performance period in excess of one year. Annual performance evaluations shall be completed within 30 days of TO renewals. Performance evaluations may also be one as otherwise considered necessary throughout the duration of the order (but generally no more than quarterly). The performance evaluations will be located on the CHESS Web site at https://chess.army.mil/Static/SRV_ITS_SB_EVL_CON. Contractor Performance Assessment Reports (CPARs) are required in the Information Technology or Services sectors for actions valued at $1M or above. A final CPAR is performed when all performance on the contract is completed. Interim CPARs must be performed on deliveries/performance exceeding 18 months. Detailed information on CPAR timeframes required for various types of contracts are found at AFARS 5142.1502-90. A CPAR should contain past performance information that is current and relevant information for future source selection purposes. It includes the contractor’s record of conforming to contract requirements, standards of good workmanship, forecasting and controlling costs, adherence to contract schedules, administrative aspects of performance, reasonable and cooperative behavior, commitment to customer satisfaction, and business-like concern for the interest of the customer.

https://chess.army.mil/Static/SRV_ITS_SB_EVL_CON

ITES-2S Ordering Guide 21

ATTACHMENT 1

ITES-2S PRIME CONTRACTORS AND SUBCONTRACTORS

Below is a representative listing of the prime contractors and their subcontractors. For a more updated list of the subcontractors, go to the links provided for each prime contractor.

Contract Number: W91QUZ-06-D0010 PRIME: IBM Corporation http://www-304.ibm.com/easyaccess3/ites2s/gclcontent/!!/gcl_xmlid=105064/

SUBCONTRACTORS:

■ Abacus Technology Corp ■ DP Solutions ■ Metro Productions Inc

■ Agilex Technologies Inc ■ DRS TSI, Inc. ■ MicroTech

■ AIM USA LLC ■ EDC Consulting LLC

■ National Interest Security Company (An IBM Company)

■ Alliance of Professional Consultants

■ eFedBudget Corporation ■ Network Security Systems Plus

■ American Environmental and Engineering Consultants (AEEC) LLC

■ eIQnetworks ■ P E Systems Inc

■ American Systems Corp

■ Enterprise Information Management (EIM) Inc

■ Paradigm Solutions Corporation

■ Anacapa Micro Products ■ Federal IT Consulting ■ Precison Task Group (PTG) Inc

■ Automation Creations, Inc. (ACI) ■ Five Rivers Services, LLC ■ Quantum Dynamics, Inc.

■ Autonomic Resources ■ iGov Technologies Inc

■ Quantum Research International, Inc

■ Bowhead Information Technology Services

■ Infinitive Federal ■ R&K Solutions, Inc.

■ CC Intelligent Solutions Inc (CCIS) ■ Infinity Technology ■ S4 Inc

■ Cape Fox Professional Services ■ Information Gateways INC ■ Sagent Partners

■ Capgemini Government Solutions ■ Information Systems Solutions ■ Savi Technology

■ COMTECH LLC ■ IT Solutions, LLC ■ Software Performance Group

■ CounterTrade Products, Inc. ■ Jacobs Technology Inc ■ Venus Technologies, Inc.

■ CRGT, Inc

■ Joint Logistics Managers, Inc.

(JLMI)

■ Vertex Information and Computer Consulting Serrvices (VICCS), Inc

■ CSSI Inc ■ L-3 Communications ■ Vistronix, Inc

■ D&SCI

■ Lovelace Respiritory Research Institute (LRRI)

■ WBB

■ Daston Corporation

■ McLane Advanced Technologies, LLC

■ WIJET

http://www-304.ibm.com/easyaccess3/ites2s/gclcontent/!!/gcl_xmlid=105064/

ITES-2S Ordering Guide 22

Contract Number: W91QUZ-06-D0011 PRIME: Dell Services Federal Government http://www.dell.com/learn/us/en/rc1009777/campaigns/army-ites-2s?c=us&l=en&s=fed

SUBCONTRACTORS:

■ Black Box Network Corp. ■ ENC Corporation Public Sector ■ kforce

■ BMC Software ■ EMI Services ■ TransVoyant

■ Camber Corporation ■ GTSI Corporation

■ Research Analysis & Maintenance, Inc. (RAM)

■ Castillo Technologies, LLC. ■ INDUS Corporation ■ Sabre Systems, Inc.

■ Ciber ■ Integrated Systems, Inc. ■ Serco Group, Inc.

■ Compubahn, Inc. ■ Infocom Corporation ■ SRA International, Inc.

■ Computer Associates International

■ Jacobs Engineering ■ SSA Consultants, Inc.

■ CTI

■ Logistics and Environmental Support Services Corporation

■ TRI-COR Industries, Inc.

■ Daston Corporation

■ Logistics Management Resources, Inc.

■ Trident Systems

■ Data Networks Corporation ■ Maden Technologies

■ Verizon Enterprise Solutions Worldwide (MCI)

■ Dell Federal

■ Management and Engineering Technologies International, Inc.

■ VETS, LLC

■ Digicon Corporation ■ NMR Consulting, Inc. ■ Wire2net, LLC

■ DRC ■ The Panum Group

Contract Number: W91QUZ-06-D0012 PRIME: General Dynamics

SUBCONTRACTORS:

■ ABBTECH ■ CGI Federal

■ International Software Systems, Inc.

■ AR Global Solutions ■ Definitive Logic ■ nFocus Solutions

■ Argin Technologies LLC

■ DS Information Systems Corp

(DSIS)

■ NucoreVision, Incorporated

■ ASI (Analytical Services) ■ ELE (Erica Lane Enterprises) ■ SphereCom Enterprises, Inc.

■ AVI/SPL ■ Fayetteville State University

■ Strategy and Management Services (SAMS), Inc.

■ Blue Canopy ■ GPS ■ Telesis

■ BY-LIGHT Keane Federal Systems, Inc.

■ Innovative Management Concepts

■ VAE

■ CDW-G ■ Insignia ■ WWT http://www.dell.com/learn/us/en/rc1009777/campaigns/army-ites-2s?c=us&l=en&s=fed

ITES-2S Ordering Guide 23

Contract Number: W91QUZ-06-D0013 PRIME: HP Enterprise Services, LLC http://h10131.www1.hp.com/public/contract-vehicles/ites-2s/team-hp/team-hp-partners/

SUBCONTRACTORS:

■ Accenture ■ Dev Technology Group, Inc. ■ Mir Mitchell & Co (MMC)

■ AEGIS.net, Inc. ■ Dexisive Inc. ■ Morehouse College

■ Ahtna Support and Training Services,LLC (AhtnaSTS)

■ DKW Communications, Inc. ■ MORI Associates, Inc.

■ Akamai Technologies ■ E2 Solutions

■ Network Management Solutions, Inc.

■ AKRON, Inc.

■ EADS NA Defense Security and Systems Solutions, Inc.

■ New Age Technologies

■ Allstaff Technical Solutions

■ Enterprise Information Management Inc. (EIM)

■ ObjectFX® Corporation

■ Alta IT Services

■ Emerson Network Power – Liebert

■ Oxley Enterprises® Inc.

■ Amyx, Inc., ■ Enlightened Inc. ■ Paradigm Technologies, Inc.

■ Apex Systems, Inc.

■ Engineering and Professional Services, Inc. (EPS)

■ The Ravens Group Inc.

■ Automation Precision Technology, LLC (APT)

■ Federated Information Technologies Inc. (Federated IT)

■ Rip Tide Software, Inc.

■ Advanced Systems Development, Inc. (ASD)

■ Force 3, Inc. ■ Siemens PLM Software

■ Advanced Software Systems, Inc.

(Assyst)

■ GAITS, Inc. ■ Silver Bullet Solutions, Inc. (SBSI)

■ Autonomic Resources ■ GLS Associates, Inc. ■ Stratizon Corporation

■ Battelle

■ Honeywell Technology Solutions Inc. (HTSI)

■ Superlative Technologies, Inc.

(SuprTEK)

■ Bay State, Inc. ■ Horizon Industries ■ Tec-Masters. Inc. (TMI)

■ Business Control Systems ■ Isoterix Incorporated ■ VISTA Technology Services, Inc.

■ CDW-G ■ Lee Technologies, Inc. ■ V-Tech Solutions, Inc.

■ CORDEV, Inc. ■ Maden Technologies ■ ZeNETeX

■ DecisionOne ■ Management Concepts ■ Z Systems Corporation

■ DefenseWeb Technologies, Inc. ■ Mastech Technologies http://h10131.www1.hp.com/public/contract-vehicles/ites-2s/team-hp/team-hp-partners/

ITES-2S Ordering Guide 24

Contract Number: W91QUZ-06-D0014 PRIME: Apptis http://www.apptis.com/ites-2s/aboutteam/Partners.aspx

SUBCONTRACTORS:

■ A&T Systems, Inc. ■ Howard University ■ RSA Security, Inc.

■ AASKI ■ Hyperion ■ SAVVIS Federal Systems

■ ActioNet, Inc. ■ InfoZen, Inc. ■ Serrano IT Services

■ All Points Logistics, Inc.

■ Integrated Systems Improvement Services, Inc. (ISIS)

■ SGIS

■ Apex ■ Iron Bow ■ Silver Bullet Solutions, Inc.

■ ArdentMC ■ ITT Technologies ■ Spherion Pacific Enterprises, LLC

■ Attain ■ JIL Information Systems, Inc. ■ SRA

■ Avanade ■ JVeRex ■ ST Net. Inc.

■ Avaya ■ Kforce ■ Strategic Enterprise Systems, Inc.

■ AVC Global Services Group, Inc. ■ Knowledge Advantage Inc. ■ Sun

■ Capstone Corporation

■ Leading Technology Services Corporation (LTS)

■ Technica Corporation

■ Clark Construction Group, Inc. ■ Management Concepts, Inc. ■ Telcordia Technologies, Inc.

■ EMC ■ ManTech ■ The Centech Group

■ Engineering Services Network, Inc. (ESN)

■ Master Key Consulting ■ TJ Fact

■ Evidence Based Research, Inc.

(EBR)

■ MTC Integration ■ TKC Communications

■ Facchina Global ■ NES ■ Tribalco, LLC

■ Federal Data Systems ■ NJVC

■ Trinity Information Management Services, Inc.

■ Firmo Solutions ■ Orizon, Inc. ■ URS

■ Globecomm Systems, Inc. ■ Plan B

■ Veterans Enterprise Technology Solutions

■ Henkel & McCoy, Inc. ■ Platinum Solutions ■ Whitlock Group

■ Hewlett-Packard (HP) ■ PST ■ X-EETO, Inc.

http://www.apptis.com/ites-2s/aboutteam/Partners.aspx

ITES-2S Ordering Guide 25

Contract Number: W91QUZ-06-D0015

PRIME: STG

http://www.apptis.com/ites-2s/aboutteam/Partners.aspx

SUBCONTRACTORS:

■ Access Systems, Inc. ■ Intelligent Decisions, Inc. ■ SENTRILLION

■ Advantage Factory ■ Intergraph Corporation ■ SMI International LLC

■ Akamai Technologies, Inc.

■ ITT Industries, Inc., Systems Division

■ Sparta, Inc.

■ CDW-Government ■ L-3 Government Services, Inc. ■ Symantec Corporation

■ CTA Hawaii Inc. ■ Lear Siegler Services, Inc. ■ Synchris, Inc.

■ DHL, Inc. ■ Merlin Technical Solutions, Inc.

■ Technical and Project Engineering, LLC

■ Fluor Corporation ■ Phacil, Inc.

■ WareOnEarth Communications, Inc.

Contract Number: W91QUZ-06-D0016

PRIME: SAIC

http://www.saic.com/contractcenter/ites-2s/teampocs

SUBCONTRACTORS:

■ AAC, Inc. ■ G3 Systems, Inc. ■ Omega Global Solutions (OGS)

■ Accelera Solutions, Inc.

■ GarCom Inc.: Total Infrastructure Solutions

■ Omega Security International

■ Advanced C4 Solutions, Inc.

■ Global Commerce & Information, Inc.

■ Onyx Government Services

■ ALLCOM Global Services ■ GlobeComm ■ Pacific Star Communications, Inc.

■ Apogen Technologies ■ GovSource, Inc. ■ Pailen-Johnson Associates

■ Applied Global…