W912HZ-16-R-0008-0001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

The Request for Proposal (RFP) is amended as follow s:

See Page 2 for details.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 10

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 23-Nov-2015

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W912HZ-16-R-0008

X 9B. DATED (SEE ITEM 11)

02-Nov-2015

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

23-Nov-2015

CODE

ERDC CONTRACTING OFFICE

3909 HALLS FERRY ROAD

VICKSBURG MS 39180-6199

W912HZ 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W912HZ-16-R-0008

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION B - SUPPLIES OR SERVICES AND PRICES

The following have been added by full text:

SUMMARY OF CHANGES

The following questions and answers are provided for informational purposes only.

QUESTION 1: Is this a follow-on requirement? If so, could you please provide the incumbent contract number for this opportunity? If not, is this a new requirement?

ANSWER 1: This is not a follow-on requirement as a whole, nor is it a completely brand new requirement. The previous provider for a portion of this SME requirement is Information International Associates, Inc., contract number W912HZ-14-D-0002.

QUESTION 2: Do offerors who completed and submitted copies of Attachment B, Past Performance Questionnaire (PPQ) as directed by predecessor solicitation (W912HZ-16-R-0001) need to resubmit them for this solicitation if using the exact same references?

ANSWER 2: No, the previously submitted PPQ’s are acceptable. I

QUESTION 3: Please note that there is a typo in the e-mail address provided in the RFP for questions

(pg. 51) -- chelseam.m.whitten@usace.amry.mil

ANSWER 3: Email address in Section L has been corrected.

QUESTION 4: The sample task asks to refer to web address:

http://contractormanpower.army.pentagon.mil, but it is inaccessible. Is there another means of accessing this required information?

ANSWER 4: Please see revised Sample Task Order for correct web address.

QUESTION 5: If an organization currently works with ERDC and they are awarded this contract will this contract assume a conflict of interest for other future upcoming solicitations with ERDC?

ANSWER 5: The government does not use prior contractors to assist in assembling any part of this solicitation package and will not be involved in any of the evaluation practices therefore there should not be a conflict of interest.

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

Section L - Instructions, Conditions and Notices to Bidders

1.0 INTRODUCTION

1.1 Proposals shall be mailed to: U.S. Army Engineer Research and Development Center, Contracting Office, ATTN: CEERD-CT, Mrs. Chelsea Whitten, 3909 Halls Ferry Road, Vicksburg, Mississippi, 39180-6199, USA.

1.2 In accordance with the Federal Acquisition Regulation (FAR) 4.1102, prospective contractors must be registered in the Central Contractor Registration (CCR) prior to the award of a contract. You may register at the SAM website, https://www.sam.gov/portal/public/SAM/.

1.3 Offeror's Responsibility. It is the offeror's responsibility to ensure the completeness and accuracy of his or her proposal. Corrections will not be made by the Government. Errors in the proposal will be considered, among other factors, as a reflection of the offeror's technical and management capability.

1.4 Policy on Requests by Prospective Offerors for Assistance in the Preparation of Proposals. It is the policy of the Corps of Engineers to not provide any assistance to prospective offerors in the preparation of their proposals.

However, this is not meant to preclude offeror's requests for information or clarification. Information will be provided if it is available and releasable, while clarification will be provided in all cases.

1.5 Offerors shall respond to all requirements of the solicitation document. Offerors are cautioned not to alter or disassemble the solicitation.

1.6 The written proposal will be the primary basis on which the Government will determine the capability of the Offeror to perform this work. It shall be specific, complete, thorough, clear and concise, and must address each requirement stated in the Performance Work Statement and Sample Task Order 0001. The Government reserves the right to award Sample Task Order 0001 as the first task order under the resulting contract if determined to be in the best interest of the Government.

1.7 Unnecessary elaboration or other presentations beyond that sufficient to present a complete and effective proposal are not desired and may be construed as an indication of the Offeror’s lack of cost consciousness.

Elaborate artwork, expensive paper or bindings, and expensive visual or other presentation aids (with the exception of technical drawings and figures) are neither necessary nor desired. The proposal shall contain all the pertinent information in sufficient detail in the one area of the proposal where it contributes most critically to the discussion.

When necessary, the Offeror shall refer to the initial discussion and identify its location within its proposal.

2.0 Communications Concerning the Solicitation

All questions concerning this solicitation must be submitted to the Government via email to chelsea.m.whitten@usace.army.mil . The Government will accept questions up to seven (7) calendar days of the proposal due date. Answers to questions will be provided via live Q&A document.

3.0 Proposal Preparation Instructions

3.1 Overall Arrangement of Proposal –The overall proposal shall consist of four (4) physically separated volumes (Vols. I, II, III, and IV) individually titled as stated below.

3.1.1. Proposal Volume and Titles

Volume I – Technical Proposal Volume II – Past Performance Proposal Volume III – Price Proposal

Volume IV – Small Business Participation Proposal

3.2 Original and Copy requirements.

Volume I – Original and three (3) paper copies and one (1) digital copy Volume II – Original and three (3) paper copies and one (1) digital copy Volume III – Original and one (1) digital copy Volume IV – Original and three (3) paper copies and one (1) digital copy

3.3. Formatting and Page Limitations:

Volume I - Technical Proposal shall be typed in Times New Roman font type and font size 12 for text pages. Page size shall be 8.5 x 11 inches for text pages, and a maximum of 11 x 17 inches for spreadsheets, charts, tables, diagrams, or design drawings; font type and font size shall be appropriate for spreadsheets, charts, tables, diagrams, or design drawings. Pages larger than 8.5 x 11 inches shall count as two pages for determining page limits. Page margins shall be a minimum of one inch at the top, bottom and each side. Pages shall be numbered sequentially by volume.

The page limitations, excluding Cover, Tabs, Table of Contents, Executive Summary, Resumes, and Introduction, are as follows:

Volume Number Page Limitation Volume I - Technical Proposal

a. Experience 20

b. Management Approach 40

c. Technical Approach to Sample Task Order 0001 30

Volume II - Past Performance Proposal As Required

Volume III - Price Proposal As Required

Volume IV - Small Business Participation Proposal As Required

3.4. Contents and Formatting

Each bidder's proposal shall include, but shall not necessarily be limited to, separate sections, each section fully addressing the relevant requirements of the solicitation. The submission shall be clearly indexed and logically assembled. Each major section shall be clearly identified and shall begin at the top of a page. All pages shall be appropriately numbered and identified by the complete company name, date, and solicitation number in the header and/or footer.

3.5. Volume I – Technical Proposal

Offerors shall submit their Technical Proposal following the format below. Proposals not conforming to this format may not receive as high an evaluation as a properly formatted proposal would because the information is not as easily located, extracted and analyzed by the Government. Conformance with requested format for a proposal demonstrates ability to follow directions and understand requirements. This is the largest section and it shall be subdivided as appropriate. NO PRICE INFORMATION SHALL BE PROVIDED IN VOLUME I.

3.5.1. Cover

The cover shall indicate the following:

Title of the proposal Solicitation number Name and address of Offeror Identification of original signature copies CAGE Code

3.5.2. Table of Contents

The Table of Contents shall provide detail sufficient to allow the important elements to be located easily. The use of tabs and dividers is encouraged, but not necessary.

3.5.3. Introduction

The introduction shall briefly state the purpose and content of the proposal.

3.5.4. Subfactor 1: Experience

The Offeror shall demonstrate relevant corporate experience related to the evaluation criteria outlined in Section M.

Relevant corporate experience is experience (within the last 5 years) that is of the same or similar scope and complexity to the work described in the Performance Work Statement, and is of the same or similar magnitude (i.e., performing services that, on an annual basis, are at least half the dollar value proposed by the Offeror to perform the Performance Work Statement’s requirements).

To demonstrate its corporate experience, the Offeror shall identify up to seven (7) of its most relevant contracts or efforts within the past five (5) years, and provide any other information the Offeror considers relevant to the requirements of the solicitation. Offerors shall provide a detailed explanation demonstrating the relevance of the contracts or efforts to the requirements of the solicitation.

To the extent that the Offeror intends to subcontract significant portions of the effort, for each subcontractor the Offeror shall identify up to five (5) of the most relevant contracts or efforts within the past five (5) years and provide any other information the Offeror considers relevant to the requirements of the solicitation. “Significant”, in this case, means work efforts involving more than 4,000 man hours per annum. In evaluating subcontractor experience, the relevance of subcontractor experience will be determined based on the scope, complexity, and magnitude of the aspects of the work in the solicitation for which the subcontractor is proposed to perform. Therefore, the proposal shall detail clearly the aspects of the work in the solicitation that each subcontractor is intended to perform.

3.5.5. Subfactor 2: Management Approach

Management approach is to include narrative descriptions related to evaluation criteria outlined in Section M.

Documents required for evaluation include:

Staffing Plan to reflect staffing and management of personnel to fill requirements under the IDIQ and to include an organizational chart showing the key personnel and major subcontractor location in the organizational chart, resume(s) for the key personnel proposed, and the physical location of the key personnel and identification of teaming and subcontractors partners. Key personnel are those individuals vital to the management and administration of this contract.

Quality Control Plan

3.5.6. Subfactor 3: Technical Approach - Submission of proposal to Sample Task Order 0001

The offeror must address all subfactors identified in Section M. The technical proposal for Sample Task Order #0001 shall contain NO contractual price information. At a minimum, proposed staffing solution should include labor categories and number of hours.

The Government reserves the right to award the sample task order submitted under this solicitation as the first actual task orders immediately upon award of ID/IQ contract.

3.6. Volume II - Past Performance Proposal

The Offeror shall demonstrate relevant past performance or affirmatively state that it possesses no relevant past performance. Relevant past performance is performance under contracts or efforts within the past three years that is of the same or similar scope, complexity, and magnitude to that which is described in the solicitation (as explained under the Corporate Experience subsection).

If the Offeror has limited experience within the past three years, but does have relevant experience beyond three years in the past, a full description of this past experience must be given along with a narrative describing why this past experience is still relevant and what steps have been taken over the intervening time span to retain the necessary technical expertise and capability to fulfill the requirements of the Performance Work Statement.

Offerors are reminded that both independent data and data provided by Offerors in their proposals may be used by the Government to evaluate Offeror past performance. Since the Government may not necessarily interview all the sources provided by the Offerors, it is incumbent upon the Offeror to explain the relevance of the data provided. The Government does not assume the duty to search for data to cure problems it finds in the proposal. The burden of providing thorough and complete Past Performance information remains with the Offerors. Proposals that do not contain the information requested risk rejection or less than acceptable performance rating by the Government.

Past Performance Questionnaire -- For all contracts identified, a Past Performance Questionnaire (ATTACHMENT B) must be completed and submitted. The Offeror shall complete Part I of the Past Performance Questionnaire and e-mail/mail the questionnaire to at least two (2) points of contact (POC's) per contract including the Contracting Activity and the Technical Representative responsible for the past/current contract. All POC's shall be instructed to electronically complete Part II of the questionnaire and e-mail to Chelsea Whitten, Contract Specialist at the following email address:

Chelsea.M.Whitten@usace.army.mil

The Offerors shall also e-mail a reference list of all the POC's who were sent a questionnaire. The Government shall receive this list no later than close of business on the date established for receipt of proposals. The POC list shall be submitted in Word for Windows Table Format to include the following fields: Solicitation Number, Offeror Company Name, Contract Number, Customer’s Name (that received your services), POC last name, first name, and POC Title. The responsibility to send and track the completion of the Questionnaire rests solely with the Offeror and shall not be delegated to any subcontractors, team contractors, or joint venture partners.

It is the Offeror's responsibility to contact each reference to: 1) obtain authorization to release the information identified in the past performance submission and 2) provide authorization to the references to release performance information to the Government.

The completed questionnaires may be submitted by mail, electronic mail (preferred) or facsimile transmission. The completed questionnaire shall be either:

- Mailed to:

ERDC Contracting Office

ATTN: CEERD-CT (Chelsea Whitten) 3909 Halls Ferry Road Vicksburg, MS 39180-6199

- E-mailed to: Chelsea.M.Whitten@usace.army.mil or

- Faxed to:

ERDC Contracting Office

ATTN: Chelsea Whitten 601-634-3929

The Government wants to ensure timely contract award. To that end, Offerors are encouraged to submit Past Performance information before the solicitation close date to enable the Government to begin contacting references.

New Corporate Entities -- New corporate entities may submit data on prior relevant and recent contracts (within the last 3 calendar years) involving its officers and employees. However, in addition to the other requirements in this section, the Offeror shall discuss in detail the role performed by such persons in the prior contracts cited. Past performance information on work for state and local governments, private sector clients, and subcontractors that are similar to the Government requirement will be evaluated equally with similar federal contracts. Offerors may submit information on key personnel, major subcontractors, and work performed as part of a team or joint venture and other previous reincarnation of its current organization.

3.7. Volume III - Price Proposal

Offerors shall submit the Price proposal in the following format. Conformance with the requested format for a proposal demonstrates ability to follow directions and understand requirements.

A cover sheet with the offeror's name, the volume number, and the solicitation number. The second sheet shall be an index/table of contents.

Price proposals shall consist of the following basic components:

a. Fully completed SF 1449 and bidding schedule;

b. Fully completed Section K – Representations and Certifications.

c. Copies of legal documents outlining joint ventures or partnering arrangements if applicable.

d. Labor Rates - Fully loaded labor rates must be provided for all labor categories in Section B for all five years. Labor category descriptions are provided in the Performance Work Statement (PWS). Labor rates shall be based on an eight-hour workday, forty-hour workweek, and a 1920-hour productive work year.

Some of the disciplines covered in this solicitation are covered by a Service Contract Act (SCA) exemption, as they are considered “Executive, Administrative or Professional”; however, offerors shall be responsible for ensuring compliance with the SCA for applicable Labor Categories.

e. Other Direct Cost (ODC) Related Information - The offeror may propose a maximum percentage to be applied to other direct costs. The percentage may be negotiated to a lower rate for subsequent task orders, but may not exceed rate proposed for duration of the base and exercised options.

f. Price Proposal for Sample Task Order must include:

Breakdown of labor skill/mix, rates and totals for functional requirement based on rates taken from Section B.

Any other direct costs associated with performance of the Sample Task Order.

3.8. Volume IV – Small Business Participation Proposal

a. Small Business Participation Plan:

All offerors, both small and large businesses, are required to submit Small Business Participation Plan information in accordance with DFARS 215.304 that shall include the following:

(a) Type of Business of Prime Contractor: Check all applicable boxes

{ } Large { } Small (also check type of Small Business below) { } Small Disadvantaged Business { } Women-Owned Small Business { } HUB Zone Small Business { } Veteran Owned Small Business

{ } Service Disabled Veteran Owned Small Business

NOTE: A small business offeror also receives credit for their small business participation as a Prime Contractor and can apply their dollar value and calculate percentages in all the applicable small business categories.

(b) Small Business Participation Goals:

(1) Each participation percentage below shall be accompanied by detailed supporting documentation regarding the individual commitments. Detailed explanations shall also be provided when the percentages fall short of the goals specified in the Small Business Participation Plan Evaluation Approach.

(2) Small Disadvantaged Business (SDB) target participation shall be expressed as dollars and percentages of total contract value, in the applicable, authorized North American Industry Classification System (NAICS) Industry Subsectors, and as a total target for SDB participation. SDB targets will be incorporated into any resulting prime contract and the contractor will be required to report SDB participation.

(3) The sum of all the percentages under Paragraph (b) need not equal 100% since individual subcontractors may be counted towards more than one category. All percentages shall use the total price proposed by the offeror as a baseline.

DESCRIPTION

DOLLARS

% of TOTAL

CONTRACT

VALUE

A. TOTAL CONTRACT VALUE :

This value shall match the total contract amount you have proposed in your price volume.

100%

B. DOLLAR VALUE AND PERCENTAGE OF YOUR

PARTICIPATION AS PRIME CONTRACTOR:

If you are a small business offeror, you receive credit for participation as a prime contractor. (%=B÷A)

C. DOLLAR VALUE AND PERCENTAGE OF SUBCONTRACTS

PLANNED FOR LARGE BUSINESS (%=C÷A)

D. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR SMALL

BUSINESS:

This is the sum of all subcontracts to Small Business, Small Disadvantaged, Women Owned Small, Hubzone Small, Veteran Owned Small, Service Disabled Veteran Owned Small, and HBCU/MI. If the offeror is any of these Small Business categories, include the dollars reflecting participation as the prime contractor from B above. (%=D÷A)

E. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR SMALL

DISADVANTAGED BUSINESS (SDB):

This shall reflect the value of all subcontracts planned for SBA CERTIFIED SDB as verified in CCR/Pro-Net Database and if the offeror is an SBA CERTIFIED SDB small business, include the dollars reflecting participation as the prime contractor from B above.

(%=E÷A)

F. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR WOMEN

OWNED SMALL BUSINESS:

This shall reflect the value of all subcontracts planned for Women Owned small businesses and if the offeror represents itself as a Women Owned small business, include the dollars reflecting participation as the prime contractor from B above (%=F÷A)

G. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR

HISTORICALLY UNDERUTILIZED BUSINESS ZONE

(HUBZONE) SMALL BUSINESS:

This shall reflect the value of all subcontracts planned for SBA CERTIFIED HUBZone small businesses as verified in CCR/Pro- Net Database and if the offeror is an SBA CERTIFIED HUBZone small business, include the dollars reflecting participation as the prime contractor from B above. (%=G÷A)

H. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR

VETERAN OWNED SMALL BUSINESS:

This shall reflect the value of all subcontracts planned for Veteran Owned small businesses including Service-Disabled Veteran-Owned small businesses (SDVOSB) and if the offeror represents itself as a Veteran-Owned small business, include the dollars reflecting participation as the prime contractor from B above. (%=H÷A)

I. DOLLAR VALUE AND PERCENTAGE OF

PARTICIPATION/SUBCONTRACTS PLANNED FOR SERVICE-

DISABLED VETERAN-OWNED SMALL BUSINESS (SDVOSB):

The value of all subcontracts planned for Service-Disabled Veteran- Owned small businesses (SDVOSB) and if the offeror represents itself as a SDVOSB, includes the dollars reflecting participation as the prime contractor from B above. [Total shall be equal to or less than H.] (%=I÷A)

(c) List principal supplies/services (be specific) to be subcontracted to:

Name of Company (include their *CAGE code) Type of Service/Supply

Large:

Small:

Small Disadvantaged:

Women-Owned Small:

HUB Zone Small:

Veteran Owned Small:

Service Disabled Veteran Owned Small:

*CAGE: Commercial and Government Entity

NOTE: For purposes of this Participation Plan, dollars and principal supplies/services proposed for Historically Black Colleges and Universities/Minority Institutions (HBCUs/MIs) are categorized as small disadvantaged business. For large businesses that are also required to submit subcontracting plans, HBCU/MI dollars and supplies/services shall also be broken out separately in the subcontracting plan.

(d) Prior Performance Information: Provide any information substantiating the offeror’s track record of utilizing small business on past contracts. For Large Business: include ACO rating and SF 295 Information. For Large and Small businesses: provide descriptive information for all small business categories. Any information concerning long-term relationships with Small Business subcontractors, such as mentor-protégé relationships, shall be provided.

(e) Extent of Commitment: Provide documentation regarding enforceable commitments to utilize any Small Business category, as defined in FAR Part 19, as subcontractors. Bilateral agreements, to include approved DoD Mentor- Protégé agreements between the Offeror and a proposed subcontractor constitute enforceable agreements.

b. Small Business Subcontracting Plan:

In accordance with AFARS 5119.708(b)(1), each Large Business offeror shall provide a Small Business Subcontracting Plan with their proposal that contains all the elements required by FAR 52.219-9. This plan shall be submitted separately from the Small Business Participation Plan information required above, which applies to both large and small businesses. For Large Businesses, Subcontracting plans, required by FAR Part 52.219-9, need to be consistent with their SBPP. The Small Business Subcontracting Plan is not a requirement for evaluation in source selection, but rather a requirement for award to a large business and will be incorporated into any resultant contract.

4.0. RELATIONSHIP OF ACCEPTED PROPOSAL CONTENT TO THE CONTRACT

REQUIREMENTS. By submission of an offer pursuant to this solicitation, the offeror agrees that the capability presented in the proposal becomes a contract requirement upon award of a contract. No changes, substitutions, or deviations from the accepted proposal may be made without the approval of the Contracting Officer. You, as the offeror, agree that the explicit capability presented in your proposal shall be provided under this contract at the stated price.

(End of Summary of Changes)

ATTACHMENT A

SAMPLE TASK ORDER PERFORMANCE WORK STATEMENT

STRATEGIC DEVELOPMENT ASSESSMENT AND ANALYSIS FOR THE U.S. ARMY

ENGINEER RESEARCH AND DEVELOPMENT CENTER

1. PROJECT OBJECTIVES: The U.S. Army Engineer Research and Development Center (ERDC) is a highly diverse research organization--seven laboratories at four geographical sites. Principal mission areas include civil engineering, environment, water resources engineering, and physical sciences. The objective of this effort is to provide the ERDC with analysis and techniques for establishing a robust, integrated strategic planning process for these seven laboratories in the areas of program development, lab operation, and organization effectiveness to include the development of processes to achieve identified missions and goals. Effort is required in the following specific areas:

(1) mission goals determination, and (2) development of strategic planning and implementation processes in the areas of :

– Program Development (direct funded and reimbursable)

– Human Capital

– Marketing and Business Development

– Organizational Effectiveness

2. CONTRACTOR MANPOWER REPORTING: The Office of the Assistant Secretary of the Army (Manpower and Reserve Affairs) operates and maintains a secure Army data collection site where the contractor will report ALL contractor manpower (including subcontractor manpower) required for performance of this contract. The Contractor is required to completely fill in all of the information in the format using the following web address: https://cmra.army.mil.

3. SCOPE OF WORK: This PWS requires analysis in response to enhancing the progress of the ERDC strategic vision and missions goals and to specific data calls from Army and Corps Headquarters regarding the ERDC Human Capital program and the editing of Human Capital publications. The contractor is to provide the ERDC with analysis and techniques for establishing a robust, integrated strategic planning process in the areas of program development, marketing and business development, lab operation, organization effectiveness, and human capital.

Task: Strategic Planning, Assessment, and Data Collection and Analysis.

The contractor shall perform consulting task(s) to provide analysis for development discussions to identify approaches to enhance or measure the progress of ERDC’s tactical and strategic activities in meeting its strategic vision and mission goals. This is to include consultation to as many as 6 ERDC Product Development Teams. The planning of these discussions will vary in accordance with calendar availability of those participating. As part of these discussions, the contractor is to contribute analysis of approaches to enhancing the progress of the ERDC strategic vision and missions goals in the areas of Program Development, Human Capital, Marketing and Business

Development, and Organizational Effectiveness.

The contractor will also provide possibly as many as 12 monthly data collection and analysis efforts in response to human capital data calls as they are received from Army, USACE headquarters, or other sources, and relate to recruitment fluctuations and assessments, ERDC human capital education, levels and demographics, and ERDC human capital population regarding classification types; perform editorial tasks relating to the development of pieces or total briefing materials for the Human Capital Program and the Marketing and Business Development Program for as many as 6 briefings monthly.

Additionally, the contractor will attend meetings and discussion groups to collect data and provide strategic development, analysis, and assessment of the ERDC Organizational Effectiveness in various operational areas; i.e. organizational performance metrics. These tasks will include attending 4-6 meetings monthly, gathering data, conducting data analysis, compiling/analyzing results, and preparing reports in response to data calls from Army or USACE headquarters. From these assessments, the contractor will provide analysis results and written reports that can be used to enhance the ERDC mission.

The contractor will assess documents in the four primary focus areas for editorial content review, staffing process completion, process accuracy, and updating. Develop templates for surveys, forms, briefings, and reports. Review and edit training materials and facilitator guides for approximately 1-2 business development courses and 6 human capital courses annually.

The contractor is to provide technical assessment and provide specifications of hardware and software applications for enhanced data representation.

4. DELIVERABLES:

Data analysis results must be provided to responding action officer within 5 days prior to suspense dates of data calls to allow for inclusion of information in the response preparation by the action officer.

Provide editorial, graphic, and data assessment and analysis to as many as a dozen monthly reports or data calls, 6 annual reports or briefings, 6 training courses and supporting guidelines, and approximately 6 quarterly reports.

Template design to be provided for as many as 20 templates.

Technical assessment of hardware and software needs is required at random times during the year but will not exceed 12.

Attend as many as 75 officially scheduled meetings via telephone.

Attend as many as 24 meetings/workshops face to face.

Within 10 working days following the attendance of any meeting or workshop, the contractor will provide an executive summary that identifies understandings, pending courses of action, and course corrections as a result of the activity. This is to include telephone conferences when courses of action are discussed.

5. TRAVEL: Travel will be required to complete this task. It is estimated to be up to 2 trips per month for a total of 24 trips to one of the following locations:

- Vicksburg, MS

- Lebanon, NH

- Champaign, IL

- Alexandria, VA All travel requirements shall be pre-approved by the government and reimbursed at cost in accordance with FAR 31.205-46, Travel Costs.

6. PERIOD OF PERFORMANCE: The period of performance for this call will be 12 months from date of award.

7. SECURITY REQUIREMENTS

a. Antiterrorism (AT) Level I Training:

All contractor employees, including subcontractor employees, requiring access to

Army installations, facilities, or controlled access areas shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever applies. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee to the COR within 10 calendar days after completion of training by all employees and subcontractor personel. AT Level I awareness training is available at https://atlevel1.dtic.mil/at.

b. Access and General Protection/Security Policy and Procedures:

The contractor and all associated subcontractors’ employees shall comply with applicable installation, access and local security policies and procedures. Policies and procedures will be provided by the local Security Office. The contractor workforce must comply with all personal identity verification requirements as directed by DoD, HQDA, and local policies. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

c. iWATCH Training:

The contractor and all associated subcontractors shall brief all employees on the

USACE iWATCH program. This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 45 calendar days of contract award and within 45 days of new employees commencing performance on the contract. The contractor shall provide certification of completion to the COR within 10 days of training completion. Training documents will be provided by the Security Office.

d. Access to Government Information Systems: All contractor employees with access to a government information system must successfully complete the DoD Information Assurance Awareness training prior to access to the information system and then annually thereafter.

e. Operations Security (OPSEC) Standing Operating Procedure/Plan: The contractor and all associated subcontractor employees shall comply with applicable installation OPSEC plan and requirements to include initial OPSEC briefing within the period of performance of reporting to duty and annual training.

f. Operations Security (OPSEC) Training: All new contractor employees will complete Level I OPSEC training within the period of performance of their reporting duty.

Additionally, all contractor employees must complete annual OPSEC awareness training.

g. Information Assurance (IA)/Information Technology (IT) Training: All contractor employees and associated subcontractors’ employees must complete the DoD IA awareness training before issuance of network access and annually thereafter. All contractor employees working IA/IT functions must comply with DoD and Army training requirements in DoD 8570.01, DoD 8570.01-M and AR 25-2 within 6 months of employments.

h. Information Assurance (IA)/Information Technology (IT) Training Certification: All contractor employees supporting IA/IT functions shall be appropriately certified upon contract IAW DoD 8570.01-M, DFARS 252.239-7001 and AR 25-2. The baseline certification as stipulated in DoD 8570.01-M must be completed upon contract award.

i. Handling/Access to Classified Information: The contractor shall comply with AR 380-67 (Personnel Security Program) and Homeland Security Presidential Directive 12 (Policy for a Common Identification Standard for Federal Employees and Contractors) as well as FAR 52.204-2, Security Requirements.

j. Will be escorted in areas where they may be exposed to classified and/or sensitive materials and/or sensitive or restricted areas: All contractor employees, including subcontractor employees who are not in possession of the appropriate security clearance, will be escorted in areas where they may be exposed to classified and/or sensitive or restricted areas. The contractor will coordinate with the COR and/or facility security office for access when required.

k. Contractor Company to obtain a Facility Clearance and Individual Clearances at the appropriate level: The Contractor Company must obtain a Facility Clearance at the appropriate level (IAW the NISPOM DoD 5220.22-M) prior to the start of the contract awarded period of performance. Contractor personnel performing work under this contract must have the required security clearance at the appropriate level at the start of the period of performance."

8. CONTRACT TYPE: This contract will be firm fixed price with Other Direct Costs allowed for travel and other reimbursable expenses.

9. PERFORMANCE REQUIREMENTS SUMMARY:

Performance Requirement

Acceptable Quality Level

(AQL) Inspections Incentive/

Disincentive

The contractor shall perform consulting task(s) to participate in development discussions for identifying approaches to enhance or measure the progress of ERDC’s tactical and strategic activities in meeting its strategic vision and mission goals.

Deliverables:

- Data analysis reports

- Editorial, graphic and data assessment & analysis

- Template design

- Executive summaries of meetings and workshops

Complete as compared to task performance work statement.

No deviations are permitted.

Deliverables will be inspected by the Government technical team through observation and customer feedback.

Qualifications, attendance, preparation, active participation and objective input by SME will result in positive performance assessment

Antiterrorism/Operations Security Elements

Specific PWS Requirement

Requirement Method of Surveillance

Frequency Performed by Whom?

AQL

iWATCH Training Standard Language

The contractor is to provide iWATCH training to all personnel within 45 calendar days of contract award

Training report from the prime contractor

One time COR 90%

Standard Installation or Facility Access Language

The contractor is to follow installation or facility access procedures

Incident reporting

Once a month

COR in coordination with the

ERDC

security office

No more than one incident per month

OPSEC The contractor is to complete the initial and annual OPSEC training

Certificates submitted by the contractor

Within 30 calendar days of contract award and annually

Received by the COR, and provided to the ERDC

OPSEC

officer

100%

Info Assurance Standard Clause

The contractor and all subs are to complete DOD IA training

Submitted by the contractor

Within 30 calendar days of contract

Received by the COR

100% before network access.

award and annually

AT Level I training

The contractor is to complete the initial and annual AT training

Certificates submitted by the contractor

Within 30 calendar days of contract award

COR in coordination with unit info security officer

100%