W912HZ-16-R-0008.pdf

SEE ADDENDUM

(No Collect Calls)

W912HZ-16-R-0008 02-Nov-2015

b. TELEPHONE NUMBER

601-634-4072

8. OFFER DUE DATE/LOCAL TIME

12:00 PM 02 Dec 2015

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

W912HZ9. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

CHELSEA M WHITTEN

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

1 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED ORX

SMALL BUSINESS

WOMEN-OWNED SMALL

BUSINESS (WOSB)

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

ERDC CONTRACTING OFFICE

3909 HALLS FERRY ROAD

VICKSBURG MS 39180-6199

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE W81EWF 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

PR W2R2 USA ENGR R AND D CTR

MARY ROKO

3909 HALLS FERRY RD

VICKSBURG MS 39180-6133

TEL: 703-428-9107 FAX: 703-428-6275

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL BUSINESS

(EDWOSB)

SIZE STANDARD:

NAICS:

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF70

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

W912HZ-16-R-0008

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0001 6,215,000 Job $6,215,000.00 NTE

IGF::OT::IGF LABOR U400000

FFP

The contractor shall provide all services in accordance with Section C and all applicable attachments/exhibits. Specific requirements will be identified through Performance Work Statements to be included in each Task Order.

FOB: Destination

MAX

NET AMT

UNIT UNIT PRICE MAX AMOUNT

0002 UNDEFINED Job $630,000.00 NTE

IGF::OT::IGF OTHER DIRECT COSTS U400000

COST

The contractor shall execute all requierments for authorized other direct costs (ODC) in accordance with Section C and all applicable attachments/exhibits.

Specific requirements will be identified through Performance Work Statements to be included in each Task Order.

MAX COST

UNIT UNIT PRICE MAX AMOUNT

0003 UNDEFINED Job

CONTRACTOR MANPOWER REPORTING

FFP

The contractor shall provide all Contractor Manpower Reporting in accordance with Section C.

MAX

NET AMT

LABOR CATEGORIES

Labor Category Hourly Rate

YEAR 1

Program Manager

Project Manager

Project Coordination Specialist

Business Analyst

Level I

Level II

Business Process Specialist

Communications Analyst

Communications Consultant/Manager

Database Development

Video Specialist

Web Development

Web Designer

Web Program Manager

Graphic Specialist

Editor

Level I

Level II

Level III

Organizational Development Subject Matter Expert

Level I

Level II

Training Development Subject Matter Expert

Level I

Level II

Marketing and Business Development Subject Matter Expert

Science and Engineering Subject Matter Expert

YEAR 2

Program Manager

Project Manager

Project Coordination Specialist

Business Analyst

Level I

Level II

Business Process Specialist

Communications Analyst

Communications Consultant/Manager

Database Development

Video Specialist

Web Development

Web Designer

Web Program Manager

Graphic Specialist

Editor

Level I

Level II

Level III

Organizational Development Subject Matter Expert

Level I

Level II

Training Development Subject Matter Expert

Level I

Level II

Marketing and Business Development Subject Matter Expert

Science and Engineering

YEAR 3

Program Manager

Project Manager

Project Coordination Specialist

Business Analyst

Level I

Level II

Business Process Specialist

Communications Analyst

Communications Consultant/Manager

Database Development

Video Specialist

Web Development

Web Designer

Web Program Manager

Graphic Specialist

Editor

Level I

Level II

Level III

Organizational Development Subject Matter Expert

Level I

Level II

Training Development Subject Matter Expert

Level I

Level II

Marketing and Business Development Subject Matter Expert

Science and Engineering Subject Matter Expert

YEAR 4

Program Manager

Project Manager

Project Coordination Specialist

Business Analyst

Level I

Level II

Business Process Specialist

Communications Analyst

Communications

Consultant/Manager

Database Development

Video Specialist

Web Development

Web Designer

Web Program Manager

Graphic Specialist

Editor

Level I

Level II

Level III

Organizational Development Subject Matter Expert

Level I

Level II

Training Development Subject Matter Expert

Level I

Level II

Marketing and Business Development Subject Matter Expert

Science and Engineering Subject Matter Expert

YEAR 5

Program Manager

Project Manager

Project Coordination Specialist

Business Analyst

Level I

Level II

Business Process Specialist

Communications Analyst

Communications Consultant/Manager

Database Development

Video Specialist

Web Development

Web Designer

Web Program Manager

Graphic Specialist

Editor

Level I

Level II

Level III

Organizational Development Subject Matter Expert

Level I

Level II

Training Development Subject Matter Expert

Level I

Level II

Marketing and Business Development Subject Matter Expert

Science and Engineering

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

SUBJECT MATTER EXPERTISE NEEDS 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.

The ERDC principal mission areas include civil engineering, environmental, water resource engineering, and physical sciences. The objective of this effort is to provide the ERDC with analysis and techniques to establish robust, integrated strategic, operational, and tactical 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. The “ERDC BESST” initiative is a major business process initiative to assess and improve Business sophistication, Employee success, Superior solutions, Strategic communications, and Technology transfer stratagem (BESST). Subject Matter Experts (SME) are many times required in the assessment and benefit of knowledge and experiences in the following areas of Excellence:

Organizational Effectiveness

Organizational Infrastructure Human Capital Strategic Communications Metrics Laboratory Operations Facilities Management Outreach Community Outreach Benchmarking Marketing and Business Development Quality Management System Assessment

Science and Technology Research & Development Program Basic Research Assessment Portfolio Review and Analysis Lab and Business Area Strategic Reviews R&D Red Teams Technology Transfer Commercialization

1.1 Organizational Effectiveness. Since its inception in 1998, ERDC staff and leadership have worked to become a leader among Army R&D laboratories. ERDC is not satisfied with being the best among Army labs, but aspires to a vision of being a world premier laboratory. To help it achieve that goal, ERDC leadership will conduct benchmarking efforts to assess the best of the best of Federal and National laboratories, organizations, and industry in such areas as development of Organizational Infrastructure, assessments and development of Human Capital initiatives, establishment of internal and external Strategic Communications, identifying aspects of Metric collection and develop tools to benefit the organizational development, assessment and enhancement of Laboratory Operations and Facilities Management, to include Community development and outreach, and development of business processes and documentation through a Quality Management System.

1.2 Science and Technology Research & Development Program. The ERDC has four Business Areas of technical R&D:

Military Engineering - Creating new technologies to solve critical warfighter problems related to deploying, maneuvering, mobility, counter mobility, sustaining, and protecting the current and future Force at any location at any time.

Geospatial Research and Engineering - Providing warfighters with an accurate and timely understanding of the battlespace ensuring information superiority and situational awareness.

Environmental Quality and Instillations - Exploiting and developing state-of-the-science, cost-efficient technologies that solve critical environmental and installation sustainability problems impacting mission readiness and operational success of the current and future Force.

Civil Works - Addressing the needs of the Corps' Civil Works program, with primary emphasis on navigation, flood and storm damage reduction, environmental issues, and watershed assessment and management.

ERDC conducts multiple reviews and strategic assessments each year; to include but not limited to, assessment of the Basic Research program, an analysis of the complete program portfolio, reviews of the ERDC Business Area (BA) strategic plans and/or ERDC Lab strategic plans (alternating years), and periodic Red Team reviews of individual ERDC labs or business areas development plans.

These reviews bring together noted technical experts in science and engineering as well as expertise in research & engineering leadership and program management to examine the relevance, impact and effectiveness of the ERDC R&D programs and the ERDC program and laboratory strategic plans. These SMEsare needed to review and provide professional opinions and to share experiences as they relate to the quality and direction of the ERDC R&D plans, capabilities, technical direction, commercialization opportunities, and technology transfer efforts.

2. SCOPE OF WORK: The contract shall provide the necessary expertise to analyze and assess ERDC capabilities and to provide the ERDC with analysis and techniques to establish robust, integrated strategic, operational, and tactical planning processes for the ERDC enterprise and the seven ERDC laboratories in the areas of program development, lab operation, and organization effectiveness. This is to include the development of processes and metrics to achieve identified missions and goals of the ERDC BESST initiative to assess and improve Business sophistication, Employee success, Superior solutions, Strategic communications, and Technology transfer stratagem (BESST) as they apply to each of the areas of Excellence above.

This will require participation in lab peer reviews, business area program development reviews, portfolio reviews and assessments, benchmarking participation and orchestration, organizing and facilitating workshops and seminars for professional development, and consulting in outreach mechanisms for technology transfer, organizational effectiveness, marketing and business development, venture capital development, internal and external communications, and development of efficient and effective business processes.

Individual tasks will be issued that will identify specific skills and experiences required. These tasks will fall within one of the following scopes:

Scope 2.1: Organizational Effectiveness.

The contractor will facilitate the identification and coordination of benchmarking efforts to assess the best-of-the-best of Federal and National laboratories, organizations, and industry in such areas as development of Organizational Infrastructure, assessments and development of Human Capital initiatives, establishment of internal and external Strategic Communications, identifying aspects of Metric collection and develop tools to benefit the organizational development, assessment and enhancement of Laboratory Operations and Facilities Management, to include Community development and outreach, and development of business processes and documentation through a Quality Management System. Specific efforts are not limited but included:

identify approaches that could enhance and / or measure the progress of ERDC’s tactical and strategic activities in meeting and tracking its strategic vision and mission goals;

provide logistics for meetings, workshops, seminars, or other appropriate communications avenues/venues for the sharing of strategic, operational, and tactical vision, goals, and efforts;

provide expert advice, guidance, or counseling to enhance ERDC’s mission-oriented business functions and the BESST areas listed above.

Establish benchmarking opportunities for ERDC leadership in the various BESST areas;

assess on-going ERDC activities and processes against best practices applied by world class R&D organizations in the broad spectrum of Program Development, Human Capital, Marketing and Business Development, Communications, and Community and Organizational Effectiveness;

provide analysis of approaches to enhancing the progress of the ERDC strategic vision and missions goals;

Identify enrichment opportunities to enhance ERDC assessment capabilities;

collect, analyze, prepare, and assess data; develop reports to be used by the Government for strategic, operational, and tactical assessments;

develop presentations that define, illustrate, and depict the ERDC strategic vision and mission goals, and strategic, operational and tactical assessments;

provide market research, analysis, and technical and program assessment to customize strategic marketing initiatives;

provide consulting services through expert advice, discussions, and/or counseling with regard to ERDC’s mission-oriented business functions;

provide facilitation and related services for collaboration efforts, working groups, or teams;

provide all phases of surveying relating to mission-oriented business issues;

provide skill enhancement training or knowledge as it relates to the various elements of the ERDC areas of excellence and the organization’s strategic development;

provide materials or tools needed to provide services required;

Scope 2.2: ERDC Technical Programs - provide technical program analysis of military and civil work basic research technology strategic plans and direction identify emerging technologies, potential customers, technology transfer opportunities, and participate in the assessment of the individual ERDC projects as to the competencies and direction of ERDC technologies in military and civil work arenas;

Identify new or emerging research areas for consideration by the ERDC Senior Leadership in the development of the ERDC technical program portfolio;

assess the capabilities, need, niche technologies, and technical risk of the proposed technical basic research and applied technology projects;

Scope 2.2.1: ERDC Basic Research Review - Each year the ERDC solicits new basic research (6.1) proposals that foster increased scientific and/or technical knowledge in areas of strategic research identified by each of the ERDC Business Areas. Proposals submitted by ERDC engineers and scientists in response to the annual solicitation are reviewed and prioritized and are then assessed by a panel of experts to identify new or emerging research areas for consideration by the ERDC Senior Leadership at the annual Portfolio Review. Traditionally, this Basic Research review is a 2-3 day meeting during the summer months and includes SME participants to assess the capabilities, need, niche technologies, and risk of the proposed projects.

Scope 2.2.2: ERDC Portfolio Review and Analysis – The ERDC Senior Leadership conducts an annual Portfolio Review and Analysis, typically 2-4 days during the summer months. This review assesses each of the ERDC Business Area basic, applied, and advanced research strategic plans and direction. SME’s participate during the review and analysis of proposed and existing projects to identify emerging technologies, potential customers, technology transfer opportunities, and to participate in the assessment of the individual ERDC projects as to the competencies and direction of ERDC technologies in military and civil work arenas.

provide technical program analysis of military and civil work basic, applied, and advanced research technology strategic plans and direction identify emerging technologies, potential customers, technology transfer opportunities, and participate in the assessment of the individual ERDC projects as to the competencies and direction of ERDC technologies in military and civil work arenas;

Identify new or emerging research areas for consideration by the ERDC Senior Leadership in the development of the ERDC technical program portfolio;

assess the capabilities, need, niche technologies, and technical risk of the proposed technical basic research and applied technology projects;

The contractor is to provide SME’s who have experience in military and civil areas of research and development; quality prior experiences working with Federal research and or National laboratories; evidence of a clear understanding of the USACE mission and vision; evidence of a clear understanding of the ERDC mission and vision; well published and/or recognized as an expert in a specific technology, capability, or connection to the military and/or civil engineering fields.

Scope 2.3: Lab and Business Area Strategic Reviews – Annually, the ERDC Senior Leadership conducts Strategic Planning Reviews; alternating between Business Area Strategic Plans and Laboratory Strategic Plans. These reviews bring together noted technical experts in science and engineering as well as expertise in research & engineering leadership and program management to examine the relevance, impact and effectiveness of the ERDC’s R&D program direction.

Lab Strategic Reviews are to assess the lab strategic plan for the current technology areas and those they propose to pursue. This includes resources in the capability areas, such as facilities, equipment, and workforce; projected customers and stakeholders; and technology transfer plans.

Business Areas Strategic Reviews are to assess the BA strategic plans and direction for new technology bases; new targeted customers; leveraging plans through partnerships and collaborations; and plans for future technical direction.

Assess research & engineering leadership and program management to examine the relevance, impact and effectiveness of the ERDC’s R&D program direction; assess military and civil research and development capabilities; relevance of the marketing and business development at the Federal and National Lab R&D level; and venture capital development.

Scope 2.4: R&D Red Teams – Individual Labs and Business Areas may develop Red Teams to review a cross cut of the Lab or BA program strategy. SMEs may be requested to participate to provide a much condense version of the BA/Lab Strategic Review in preparation of the BA or Lab’s development of their strategic plans.

Minimum Requirements for Labor Categories:

Program Manager - Directs the performance of a variety of related projects that may be organized by customer, service, or technology. Responsible for the effective management of program activities. Manages a program consisting of multiple projects, including project identification, design, development, and delivery. Plans and leads assignments. Evaluates performance results and provides information regarding changes affecting short-term project growth and success.

Project Manager - Directs the performance of a variety of related projects that may be organized by customer, service, or technology. Responsible for the effective management of project activities. Possesses and applies a comprehensive knowledge across key tasks and assignments. Plans and leads assignments. Evaluates performance results and provides information regarding changes affecting short-term project growth and success. May supervise others.

Project Coordination Specialist – Performs complex evaluations of existing procedures, processes, techniques, models, and/or systems related to management problems or contractual issue that may require a report and recommend solutions. Serves as project planner, coordinator, and facilitator working directly for a manager. Possesses and applies expertise on multiple complex work assignments. Assignments may be broad in nature, requiring originality and innovation in determining how to accomplish tasks. Operates with appreciable latitude in developing methodology and presenting solutions to problems. Contributes to deliverables and performance metrics where applicable.

Business Analyst I - Collect and analyze data and chart/plot results; prepare metric analysis reports for more efficient and effective operations.

Business Analyst II – Interact with client. Conduct organizational operation studies and evaluations; design systems and procedures to improve processes; conduct work simplification and measurement studies; collect and analyze data and chart/plot results; and prepare metric analysis reports for more efficient and effective operations.

Business Process Specialist – Participates in evaluation of existing organizational procedures, processes, techniques, models, and/or systems related to management problems. May require preparing operations and procedures manuals for more efficient and effective operations.

Performs work, under management supervision, and requires practical experience and training.

Communications Analyst - Develop communications strategy or plan; coordinate activities designed to create a favorable image and/or market products/services; collects, evaluates, and interprets information to be incorporated into print, Web, multimedia, or video products.

Communications Consultant/Manager – Interface with client to confirm project goals and determine schedule; oversees project life cycle; develops communication strategy, plans, and marketing materials. Requires familiarity with media-buying techniques, audience determination systems (i.e. Nielsen ratings) and other media tracking tools; requires understanding of demographics and advertising/message techniques; and overall management of communications staff.

Database Development – Create, modify, and test the code, forms, and script that allow computer applications to run. Work from specifications drawn up by software developers or other individuals. May contribute to the development of software by analyzing user needs and designing software solutions.

Video Specialist - Set up and operate audio and video equipment to possibly include associated spotlights and other custom lighting systems; coordinate pre and post video production logistics;

edit videos and incorporate graphics, text, music, and other elements as required.

Web Development – Consults on appropriate approach/technologies, applications to meet deliverables/products using a variety of software languages, applications, and skill sets; works with other media specialists and graphics to build multi-media products; validates products and codes.

Web Designers - Design, create, and modify websites. Analyze user needs to implement website content, graphics, performance, and capacity. May integrate websites with other computer applications. May convert written, graphic, audio, and video components to compatible web formats by using software designed to facilitate the creation of Web and multimedia content.

Web Program Manager – Interacts with client to consult on best approach and required applications to meet deliverables/products, conducts quality control and testing; troubleshoots and edits code; leads team of multimedia and graphics specialists to accomplish goals.

Graphic Specialist - Design or create graphics/animation to meet specific print, web, or video needs. Must be familiar with various computer platforms such as Mac and Microsoft.

Editor I - Collects and organizes information required for preparation of user manuals, training manuals, installation guides, proposals, and reports. Edits user manuals, special reports, or any other customer deliverables and documents. Performs work that requires practical experience and training.

Editor II - Collects and organizes information required for preparation of user manuals, training manuals, installation guides, proposals, and reports. Edits user manuals, special reports, or any other customer deliverables and documents. Possesses and applies expertise on multiple complex work assignments. Assignments may be broad in nature, requiring originality and innovation in determining how to accomplish tasks. Operates with appreciable latitude in developing methodology and presenting solutions to problems. Contributes to deliverables and performance metrics where applicable.

Editor III - Collects and organizes information required for preparation of user manuals, training manuals, installation guides, proposals, and reports. Edits user manuals, special reports, or any other customer deliverables and documents. Possesses and applies a comprehensive knowledge across key tasks and assignments. Plans and leads assignments. Evaluates performance results and provides information regarding changes affecting short-term project growth and success. May supervise others.

Organizational Effectiveness SMEs:

Organizational Development SMEs - Plan, develop, coordinate and/or assess on diverse functional areas such as -- development of organizational infrastructure; assessment and development of human capital resources; establishment of internal and external communications;

identifying aspects of metric collection and develop tools to benefit the organizational development; assessment and enhancement of operations and facilities management; creation or growth of community development and outreach; and development of business processes and documentation. Facilitate benchmarking efforts to assess the best of the best of Federal and National laboratories, organizations, and industry. Analyze performance against institutional best practices.

Level 1 – Work experience equivalent to or Masters, 20+ yrs experience Level 2 – Work experience equivalent to or PhD-Accomplished (published/board membership, etc), 20+ yrs experience

Training Development SMEs – Plan, develop, coordinate, and/or conduct training programs at multiple levels; -- supervisor development; employee career development; professional skill development (non-technical); organizational leadership development; and personal growth and improvement skill building. Could also include coordination, facilitation, and logistical arrangements for meeting and workshop operations.

Level 1 – Work experience equivalent to or Masters, 10+ yrs experience

Level 2 – Work experience equivalent to or PhD, 10+ yrs experience

Research and Development SME’s:

Marketing and Business Development (as it applies to military and civil Research and Development products/services) – Formulate and apply methods to identify quality and direction of organizational R&D plans, capabilities, technical direction, commercialization opportunities, and technology transfer efforts; prioritize technology gaps; lead organization leadership through exercises to assess desired strategic direction; facilitate discussions/meetings/workshops to develop marketing and leveraging opportunities; assess and provide information for marketing R&D products and services to local, regional, or national organizations; and provide benchmarking information on potential customers for R&D products or services. Work experience equivalent to or Masters/PhD-Accomplished (published/board membership, etc), 20+ yrs experience

Science and Engineering SME’s – Participate as a Subject Matter Expert on panels as to the quality and feasibility of proposed scientific approaches in the research and study of specific disciplines within natural sciences, formal sciences, social sciences, or applied sciences or of proposed engineering approaches in the research and study of specific disciplines within chemical engineering, civil engineering, electrical engineering, mechanical engineering, and systems engineering, to include interdisciplinary engineering. May also include providing gap assessment or future directional growth of the science/engineering disciplines. Technical training equivalent to the Ph.D. level with a strong background in the field.

3. DELIVERABLES: Each contract task shall provide expert advice, facilitation, guidance or counseling in the areas of Excellence above and reports following each meeting or conference.

The contractor shall provide a monthly report assessing the activities and condition of the contract.

Meeting Participation – Each meeting requires preparation, active participation, and summary of thoughts and recommendations developed during the meeting within 5 business days upon the conclusion of the meeting.

Consulting Services –The term "consulting" as defined herein does not include staff augmentation. Services include, but are not limited to:

strategy consulting;

studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives, such as defense studies, desktop exercises or scenario driven simulations, educational studies, regulatory or policy studies, and preparedness studies;

executive/management coaching services;

customized business training as needed to successfully perform/complete a consulting engagement; and marketing and business development assessment and strategy.

Facilitation Services – Services include, but are not limited to:

facilitating group briefings and discussions, enabling focused decision-making;

capturing discussion content and related facilitation services; and preparing and providing draft and final reports relating to the facilitated issues.

Training Services - At minimum, proposed professional services shall identify labor categories, subject matter(s), and methodology (ies) to be used.

Products/Tools – The contractor shall provide any products or tools needed by the SMEs. They can include: workbooks, training manuals, slides, videotapes, CDs, DVDs, software programs (excluding licenses), etc.

4. PERIOD OF PERFORMANCE: This IDIQ will have a five year ordering period. Each task order will have a specific period of performance for that task.

5. PRICING INFORMATION: The government will issue individual task orders as firm fixed price with materials and travel expenses to be reimbursed as Other Direct Costs. Costs will be broken down on a task by task basis.

6. SECURITY REQUIREMENTS:

a. Antiterrorism (AT) Level I Training: All contractor employees, including subcontractor employees, requiring access to Army installation, 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 personnel. AT Level I 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 type of behavior to watch for and instruct employees to report suspicious activity to the COR. The training shall be completed within 30 calendar days fo contract award and within 30 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."

7. PERFORMANCE REQUIREMENTS SUMMARY

Task: The contract shall provide the necessary expertise to analyze and assess ERDC capabilities

Required Services: The contract shall provide the necessary expertise to analyze and assess ERDC capabilities and to provide the ERDC with analysis and techniques to establish robust, integrated strategic, operational, and tactical planning processes for the ERDC enterprise and the seven ERDC laboratories in the areas of program development, lab operation, and organization effectiveness. This is to include the development of processes and metrics to achieve identified missions and goals of the ERDC BESST initiative to assess and improve Business sophistication, Employee success, Superior solutions, Strategic communications, and Technology transfer stratagem (BESST) as they apply to each of the areas of Excellence above. This will require participation in lab peer reviews, business area program development reviews, portfolio reviews and assessments, benchmarking participation and orchestration, organizing and facilitating workshops and seminars for professional development, and consulting in outreach mechanisms for technology transfer, organizational effectiveness, marketing and business development, venture capital development, internal and external communications, and development of efficient and effective business processes.

Performance Requirement Acceptable Quality Level

(AQL)

Monitoring Method Incentive/ Disincentive

Facilitate the identification and coordination of benchmarking efforts to assess the best-of-the-best of Federal and National laboratories, organizations, and industry in such areas as development of Organizational Infrastructure, assessments and development of Human Capital initiatives, establishment of internal and external Strategic Communications, identifying aspects of Metric collection and develop tools to benefit the organizational development, assessment and enhancement of Laboratory Operations and Facilities Management, to include Community development and outreach, and development of business processes and

The contractor will complete the task and provide deliverables as specified in each task order.

The COR will coordinate and document the monitoring of all tasks; COR will conduct reviews of performance with PMs or other Government POCs participating in the tasks; COR will have direct participation and observance in some of the tasks; some tasks will require reports or briefings as deliverables; in some cases, surveillance will be a combination of any or all of the above monitoring methods.

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

Incentives for these SOW task orders will be Additional Work.

Disincentives for these SOW task orders will be “No Additional Work” documentation through a Quality Management System.

Provide technical program analysis of military and civil work basic research technology strategic plans and direction.

Examine the relevance, impact and effectiveness of the ERDC’s R&D program direction.

Review a cross cut of the Lab or BA program strategy.

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 before network access.

Submitted by the contractor

Within 30 calendar days of contract award and annually

Received by the COR

100%

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%

Section E - Inspection and Acceptance

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 N/A N/A N/A Government 0002 N/A N/A N/A Government 0003 N/A N/A N/A Government

Section F - Deliveries or Performance

F.1 Specific deliverables or performance requirements will be identified in individual task orders.

F.2. Place(s) of Delivery.

The Contracting Officer’s Representative (COR- ERDC) is responsible for inspection and acceptance of all deliverables provided under this contract. Originals and copies of all correspondence that require Government certification and signature shall be delivered to the COR-ERDC.

F.3. Notice Regarding Late Delivery.

The contractor shall notify the COR in writing as soon as it becomes apparent that a scheduled delivery will be late.

The contractor shall include in the notification the rationale for late delivery, the expected date for the delivery and the project impact. Any changes affecting the period of performance of the task order will be executed in writing by the Contracting Officer.

F.4. Period Of Performance/Funding Limitation

The scheduled ordering period for the resulting contract is five years.

Maximum value is NTE $6,845,000.00. Minimum obligation amount is $87,000.00.

F.5. Place of Performance

Specific requirements for performance location will be spelled out in each task order Performance Work Statement.

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 POP 14-DEC-2015 TO

13-DEC-2020

N/A PR W2R2 USA ENGR R AND D CTR

MARY ROKO

3909 HALLS FERRY RD

VICKSBURG MS 39180-6133

703-428-9107

W81EWF

0002 POP 14-DEC-2015 TO

13-DEC-2020

N/A (SAME AS PREVIOUS LOCATION)

0003 POP 14-DEC-2015 TO

13-DEC-2020

N/A (SAME AS PREVIOUS LOCATION)

Section G - Contract Administration Data

G.1. INVOICING.

On this Indefinite Delivery/Indefinite Quantity contract, the payment office will be specified on each individual task order in Block 18a.of the DD Form 1449. The original invoice shall be mailed to the paying office address indicated on each individual task order in Block 18a. of the DD Form 1449and copies of all invoices shall be submitted as follows:

(1) The Contractor’s invoices may be submitted as frequently as monthly for work performed and/or supplies received.

(2) All invoices must be submitted in accordance with Clause 52.212-4, Contract Terms and Conditions – Commerical Items submitted to the following:

(a) Send the Original invoices to:

Paying Office Address indicated on each individual task order

(b) Furnish an electronic copy of all invoices to:

Contracting Officer’s Representative (COR) and Chelsea M. Whitten, Contract Specialist Email: Chelsea.M.Whitten@usace.army.mil

(3) The Contractor’s FINAL invoice shall be submitted within 45 days after the final period of performance date specified in the task order.

(4) The invoice must be clearly marked “FINAL” and submitted to the locations/people identified above.

G.2. OTHER PAYMENT OFFICE

Task orders may be issued under this contract that designate different payment offices. Specific payment instructions will be stated at the task order level.

G.3. IDENTIFICATION OF CORRESPONDENCE

All correspondence whether submitted electronically or via mail by the Contractor under this contract shall reference the Contract Number, the Task Order Number(s) and contain a subject line. In addition the Contractor shall develop and provide for acceptance by the Contracting Officer a sequential serialization format for all correspondence submitted to and received from the Government.

G.4. CONTRACTING OFFICER’S REPRESENTATIVE.

The Contractor will be notified in writing of the Contracting Officer's Representative (COR) and the authority which the COR will exercise under the terms of this contract. The COR will be the Government's point of contact for the Contractor in all matters relating to this contract.

G.5. CONTRACTOR REPRESENTATIVE.

The Contracting Officer shall be notified in writing of the name, address and telephone number of the person who will represent the Contractor. The notification shall also state the authority which the Representative can exercise under the terms of this contract.

G.6. APPLICATION OF SERVICE CONTRACT ACT.

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. Wage Determinations will be issued for particular localities with the issuance of each task order.

CLAUSES INCORPORATED BY REFERENCE

252.204-7006 Billing Instructions OCT 2005 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

Section H - Special Contract Requirements

H.1 ORDERING METHODS

The contracting officer will order the supplies/services hereunder by the issuance of task orders using DD Form 1449. Orders will be firm-fixed-price (FFP). All orders shall be issued on a DD Form 1449, and the orders shall incorporate the terms and conditions of this contract.

H.2 MINIMUM ORDERING OBLIGATION

The Government’s minimum ordering obligation is established at $87,000.00.

H.3 OTHER DIRECT COSTS

Other direct costs are allowable to the extent they are reasonable, allocable, and determined to be allowable. Unless otherwise negotiated by task order, reimbursable costs shall be limited to material (IAW FAR 31.205-26), rental costs (IAW FAR 31.205-36), travel (IAW FAR 31.205-46), and training (IAW FAR 31.205-44). All cost items shall be reimbursed in accordance with referenced FAR parts, only when prior authorization has been received from the CO or COR as specified in task order requirement. Breakdown/documentation to support cost reimbursable items may be designated at task order level and must be in compliance with FAR Part 31 provision incorporated by reference.

H.4 Local Clause 52.0000-4037 MINIMUM REQUIRED INSURANCE

MINIMUM REQUIRED INSURANCE (APR 1984) FAR 28.307-2 (The following clause is applicable if the services involved are performed on a Government Installation.)

In accordance with paragraph (a) of the contract clause entitled "Insurance--Work on a Government Installation," the Contractor shall procure and maintain during the entire period of his performance under this contract the following minimum insurance:

(a) WORKER'S COMPENSATION AND EMPLOYER'S LIABILITY. Contractors are required to comply with applicable Federal and State worker's compensation and occupational disease statutes. Employer's liability coverage of at least $100,000 shall be required.

(b) GENERAL LIABILITY. The contracting officer shall require bodily injury liability insurance coverage written on the comprehensive form of policy of at least $500,000 per occurrence.

(c) AUTOMOBILE LIABILITY. The contracting officer shall require automobile insurance written on the comprehensive form of the policy. The policy shall provide for bodily injury and property damage liability covering the operation of all automobiles used in connection with performing the contract. Policies covering automobiles operated in the United States shall provide coverage of at least $20,000 per occurrence for property damage.

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.

The required information includes:

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

(2) Contract number, including task and delivery order number

(3) Beginning and ending dates covered by reporting period

(4) Contractor name, address, phone number, e-mail address, identity of contractor employee entering data;

(5) Estimated direct labor hours (including sub-contractors)

(6) Total payments (including sub-contractors)

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

(8) Estimated data collection cost

(9) Organizational title associated with Unite Identification Code (UIC) for the Army…