W912HZ-17-R-0005.pdf

CODE

(Hour)

PAGE(S)

until 12:00 PM local time 02 Mar 2017

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X G F 43 - 70

71 - 86 X H 87 - 98 traci.k.hoofman@usace.army.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

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

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

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

1 98

(If other than Item 7)

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

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

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

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

W912HZ 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and 5 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

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

ERDC Contracting Office conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

TRACI K HOOFMAN 601-634-4849

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 3

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT X

PACKAGING AND MARKING

4 - 11 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

13 - 16

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 17 - 18 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 19 - 21 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

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

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

13. DISCOUNT FOR PROMPT PAYMENT

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

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

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

FACILITY

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

SOLICITATION, OFFER AND AWARD

X

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

PART I - THE SCHEDULE

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

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

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

AWARD (To be completed by Government)

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

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

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

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

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

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

22 - 41

PART II - CONTRACT CLAUSES

ERDC CONTRACTING OFFICE

3909 HALLS FERRY ROAD

VICKSBURG MS 39180-6199

FAX:

TEL:

FAX:

TEL:

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

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

31 Jan 2017

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

W912HZ-17-R-0005

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0001 UNDEFINED Job

IGF::OT::IGF LABOR U400000

FFP

The contractor shall provide services in accordance with Section C, all applicable attachments, and the fully loaded labor rates in Section B (reference Attachment A). Specific requirements will be identified through Performance Work Statements (PWS) to be included in each individual task order.

FOB: Destination

MAX

NET AMT

UNIT UNIT PRICE MAX AMOUNT

0002 UNDEFINED Job

OTHER DIRECT COSTS

COST

The Contractor shall execute all requirements for authorized other direct costs (ODC) in accordance with Section C and all applicable attachments. 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 required Contractor Manpower Reporting in accordance with Section H. Specific requirements will be identified through the Performance Work Statement to be included in each Task Order.

MAX

NET AMT

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER

VALUE

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the following table.

CLIN

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

ERDC PORTFOLIO ANALYSIS AND MANAGEMENT PROCESS

PERFORMANCE WORK STATEMENT

1.0 Objective: The objective of this performance work statement is to enhance, update, and assess the US Army Engineer Research and Development Center (ERDC) technology portfolio and to further develop the direction and strength of the ERDC organizational technical program.

2.0 Background: ERDC is a highly diverse research organization with seven laboratories at four geographical sites. The ERDC Mission is to solve problems, civil and military, to make the world a safer and better place. To continue to be recognized for the excellence and relevance of its technical work, ERDC must continuously assess and manage the link between its Research and Development (R&D) investments and the objectives of its customers. This requires strategic assessment of current and future customer needs, lab capabilities and strategic development needs, and organizational recognition and effectiveness.

ERDC applies its core competencies in civil engineering, environmental, water resource engineering, and physical sciences to provide innovative technology solutions to the US Army Corps of Engineers’, the Army’s, and the nation’s toughest problems. These efforts are currently focused in four primary business areas:

Military Engineering Geospatial Research and Engineering Environmental Quality and Installations Civil Works

In 2003, ERDC began a Portfolio Management process to transform corporate goals and customer intent to a metrics-based framework for assessing both the overall R&D investment portfolio and the contribution of individual R&D activities. The Portfolio Analysis and Management framework was tailored specifically to ERDC’s unique needs and requirements.

The process assesses the areas of ERDC’s direct funded Science and Technology (S&T) investments in the following areas as defined by the Department of Defense – 6.1 (Basic Research), 6.2 (Applied Research), and 6.3 (Advanced Technology Development). The data collected is then compiled to assess the strengths and weaknesses of the ERDC direct funded investment portfolio.

In order to continue to grow and improve ERDC technical problem solving capabilities for the future, strategic assessments of new innovative initiatives, future problem assessments, and collaboration with other R&D organizations are necessary. Addressing technological innovations, ascertaining foreseeable as well as unforeseeable technical needs, and collaborative partnerships is an ongoing requirement of the ERDC to make the world safer and better.

3.0 Approach: Contractor may be requested for strategic input and assessment of possible innovative initiatives, possible partnership/collaborations, benchmarking opportunities, and other mechanisms to assist the ERDC in improving our technical excellence through integrating technology and research capabilities with overall management and strategy in order to create a technical portfolio that addresses corporate goals. This may require the facilitation, identification, and coordination of assessing the ERDC portfolio development of high risk and high payoff efforts, increase innovation in basic research ideas, build on and improve the current portfolio process, and identify and strategize on collaborations that will not only provide technical need insight but will also help promote ERDC’s capabilities. This will require working with the ERDC Business Area leads and the ERDC leadership in assessing the current ERDC portfolio and program direction and further developing metrics that can assist in the strategic development of the ERDC technical direction.

Each year the ERDC desires to conduct strategic planning sessions in each of the business areas as directed and requested by the business area. These sessions may be in the form of single to multiple day meetings or workshops. Development, facilitation, and bringing in external technical or strategic planning subject matter experts (SMEs) to serve on red teams or gray beard panels.

In addition, each summer the ERDC conducts a 2-3 day meeting, where the Business Areas present 20-40 basic research projects that are assessed against the metrics-based framework developed by the ERDC to include assessing technical feasibility, innovation, and research impact. Facilitation, providing SMEs, providing an analysis of the project assessments against the framework, and assessing and providing further development of the framework and process is necessary.

ERDC desires to continue to review and analyze its direct funded Science and Technology (S&T) investment portfolio each year. This portfolio will include the direct funded activities that are either on-going or will be initiated in the following two year period. It is anticipated that the total number of project work packages to be reviewed annually will continue to range from 25-

45. The portfolio assessment will continue to be performed by the ERDC Program Management Board (PMB) during a meeting that will be held in the summer of each year. ERDC’s PMB is composed of the ERDC Director, Deputy Director, and the Directors of the seven ERDC labs.

4.0 Labor Category Descriptions:

SENIOR EXECUTIVE OVERSIGHT

Functional Responsibilities: An expert in R&D/S&T portfolio analysis and management.

Directs the efforts of administrative and professional support staff in carrying out the tasks necessary to meet the customer’s requirements. Must have oral and written communications capabilities with all levels of staff and management. Must evidence at least 20 years’ experience of relevant consulting experiences and management of customer R&D portfolios, with extensive experience overseeing R&D portfolio analysis and produce development efforts in the defense arena. Meets with customer and contractor personnel to develop and review program plans, schedules, assignments, costs, etc. Ensures conformance with schedules and costs.

SENIOR EXPERT - ANALYTICAL METHODS

Functional Responsibilities: Is responsible for the management of a specific task, or for a particular portion of a larger, more complex project. Is fully knowledgeable of all aspects of federal and/or defense S&T management. Must evidence at least 10 years’ experience of relevant consulting experiences and management of customer R&D portfolios, conducting analyses, and facilitating portfolio assessments. Meets with customer and contractor personnel to develop and review program plans, schedules, assignments, costs, etc. Must evidence oral and written communications capabilities with customers.

DATA RESEARCH AND ANALYSIS

Functional Responsibilities: Performs routine assignment on a broad range of tasks associated with the implementation of standard techniques, procedures and/or criteria as they apply to the technical or administrative discipline relating to the task. Using prescribed methods and information supplied, develops draft inputs to program documentation as it relates to any of the support functions; reviews final draft documents for conformity to requirements and completeness. Organizes and maintains management files; tracks preparation and delivery status of data deliverables. Attends meetings, design reviews, working groups and briefings; reports issues and problems; recommends solutions; takes notes, transcribes, and documents meetings.

Works under general guidelines established by supervisor; receives overall instructions on specific assignment objectives, features, possible solutions, etc. Assistance is furnished on unusual problems and work is reviewed for consistency and completeness.

ADMINISTRATIVE ASSISTANCE

Functional Responsibility: Responsible for scheduling, communication distribution, and general administrative support to team. Key coordinator for contacting and coordinating schedules for all parties and participants. Key coordinator of project team to ensure follow through on coordination efforts.

SME - SUBJECT MATTER EXPERT I

Functional Responsibilities: This labor category exists for the use of specialists and/or consultants who will provide expert support in the area(s) specified by the customer. Recognized for technical knowledge and judgment in a technical field with proficiency in relevant principles and practices as required for technically complex assignments. Develops solutions to difficult problems. Generates concepts as evidenced by product or process improvement. Uses engineering/scientific tools to integrate requirements and solve technical problems. Utilizes tools, techniques, processes and/or facilities such as state-of-the-art simulation environments, laboratories, and test facilities. Leads activities in a specialized subject area. Contributes to the technical planning process and provides technical guidance. Advanced degree, scientific, technical, or other task related field. Ten years of experience in functional area described above.

The customer must approve the use of this category on a case by case basis.

SME - SUBJECT MATTER EXPERT II

consultants who will provide expert support in the area(s) specified by the customer. Recognized at the industry level in a technical field or specialized engineering or technology area and is proficient in relevant principles and practices. Applies experience, skills, and expert knowledge to complex assignments. Generates unique concepts as evidenced by synthesis of new products or processes. Creates or uses engineering/scientific tools to solve technical problems. Utilizes and develops tools, techniques, processes and/or facilities such as state-of-the-art simulation environments, laboratories, and test facilities. Provides leadership in a specialized engineering or technology subject area. Serves as a major contributor to technical planning process and for providing technical management and guidance. Advanced degree, scientific, technical, or other task related field. Fifteen years of experience in functional area described above. The customer must approve the use of this category on a case by case basis.

SME - SUBJECT MATTER EXPERT III

consultants who will provide expert support in the area(s) specified by the customer. Recognized at the industry level in a technical field or highly specialized engineering or technology area and is proficient in relevant engineering principles and practices. Applies experience, skills, and/or expert knowledge to broad, complex assignments. Generates revolutionary concepts as evidenced by synthesis of new products or processes. Creates or uses powerful tools to develop solutions for technical engineering or scientific problems. Utilizes and develops tools, techniques, processes and/or facilities such as state-of-the-art simulation environments, laboratories, and test facilities. Provides leadership and technical direction for engineering activities in a specialized engineering discipline or technology subject area. Advanced degree, scientific, technical, or other task related field. Twenty years of experience in functional area described above. Recognized at the industry level as a major contributor to the technical planning process and for providing technical management and guidance. The customer must approve the use of this category on a case by case basis.

SME - SUBJECT MATTER EXPERT IV

consultants who will provide expert support in the area(s) specified by the customer.

Knowledgeable at the industry level in a technical field or highly specialized engineering or technology area and is an authority in relevant principles and practices. Applies experience, skills, and/or expert knowledge to broad, complex assignments. Generates revolutionary concepts as evidenced by synthesis of new products or processes. Creates or uses powerful tools to develop solutions for technical engineering or scientific problems. Utilizes and develops tools, techniques, processes and/or facilities such as state-of-the-art simulation environments, laboratories, and test facilities. Provides leadership and technical direction for engineering activities in a specialized engineering discipline or technology subject area. Advanced degree, scientific, technical, or other task related field. Thirty years of experience in functional area described above. Recognized at the industry level as a major contributor to the technical planning process and for providing technical management and guidance. The customer must approve the use of this category on a case by case basis.

5.0 Scope of Work: The contractor will provide all the required expertise necessary to provide the tasks and deliverables described below:

5.1.Assessment Analysis: The contractor will conduct assessments and analyses for the ERDC technical program, and will provide assessments, analysis, and facilitation of process for the annual Basic Research and S&T portfolio meetings and potentially additional meetings.

Deliverables may include creation and maintenance of databases and any supporting software necessary to capture the data and conduct the portfolio analysis.

The ERDC has developed the following ERDC Metric Framework of Criteria by which each technical project is judged against, and from which the analyses are made:

Army/Corps Impact: If successful, will the program ultimately provide the end-user with a timely high-quality result that meets expectations, including components such as technological impact, cost avoidance, problem resolution, ROI?

Unique Niche: Does this investment provide a critical solution to the Army/Corps/DoD in an area where there is little incentive for other government, commercial, and/or academic investment? Who else would do this work if we did not?

Follow-on Opportunity: Will this effort lead to new opportunities from either traditional or new customers?

Innovation: Does the proposed work attempt to realize its objectives by utilizing existing and/or emerging technologies in new or different ways that others in the field have not previously considered or exploited?

Technical Excellence: Will the residuals from this work, in terms of staff expertise or physical capabilities, provide ERDC with a lasting advantage – i.e., build future capabilities or core competencies?

Proponency: Does somebody with resources and influence want the proposed solution?

Technical Certainty: How certain is the science/ technology required for success? Does the enabling technology exist? (or can it be developed easily?) How high are the technical hurdles?

Technical Approach: Is the execution plan reasonable (reasonably documented, appropriately experienced team, robust research methodology)?

Resources: Are people, funding, equipment, facilities, partners sufficient and available to complete the task as laid out?

Transition: Are transition issues (e.g. proponency [PM with program and money], technical, manufacturability, software deployability, life-cycle cost, and regulatory standards) understood and addressed in program plans?

Technical Impact: Is the competitive impact of the technology base, key, pacing or emerging?

Technology Maturity: What is the life-cycle stage of the technology?

Timing of Impact: When will the customer realize the full impact of the product of this work?

During the Basic Research and S&T Portfolio meetings, new, rescored (due to significant changes in ongoing project), and continuing projects are briefed by ERDC researchers to the ERDC leadership. Each of the 70-75 projects are then evaluated by the leadership on each of the ERDC Metric Criteria. A score is provided by each ERDC member for each of the Metric Criteria. The contractor will record the individual criteria scores and ensuing discussions. Using these scores, the contractor is to conduct an analysis that plots the eleven criteria against the following six ERDC strategic imperatives and provide a graphic presentation of the results:

1. Impact Certainty (Army/Corps Impact and Technical Certainty) - Is our portfolio providing the appropriate balance of impact and risk?

2. Technical Transition (Proponency and Transition) - Are we transitioning relevant products to our customers/ stakeholders?

3. Technical Positioning (Technical Excellence and Technical Maturity) - Is our investment positioning the organization for the future?

4. Revenue Enhancing (Unique Niche and Follow-on Opportunities) - Are we pursuing work that will lead to reimbursable investment?

5. Program Risk (Technical Approach and Resources) - Are we managing our investment properly in terms of approach and resources?

6. Innovation (Innovation) - Are we incorporating fresh and novel thinking in our portfolio?

5.2 Benchmarking Opportunities: Numerous other federal labs and R&D organizations have portfolio review processes. To assure the ERDC is aware of options that may benefit or strengthen the ERDC portfolio criteria and processes, the contractor will be requested to create documents that identify, arrange, and present opportunities for the ERDC leadership to see and discuss these processes with other Federal and National R&D organizations. The contractor will provide deliverables that detail opportunities to assess technical assessments, growth, and improvements against the best-of-the-best of other federal laboratories and R&D organizations.

This may also result in deliverables to identify, organize, and facilitate, benchmarking opportunities.

5.3 Technical Planning and Strategic Direction Development: The current criteria and ERDC strategic imperatives have been in existence since 2004 with slight updates and changes over the years. The contractor will assess the current ERDC criteria, tracking, and analyses of technical program development and growth to determine if it is the most efficient and effective for direction and strategic plans the ERDC has developed for its technology and capability growth.

This may result in additional deliverables, including conducting workshops to lead ERDC Leadership and/or technical leaders to assess and further develop the ERDC technical direction and providing documentation that expands planning and strategic development possibilities or predicting future technological needs and identification of new customers or partnerships.

5.4 Business Area Technical Strategic Planning: Each of the ERDC Business Area Management Teams (BAMT) develop the technical direction plan for their area. Using the portfolio review format may benefit the Business Area (BA) in developing the program that will be presented during the Basic Research and Portfolio Review meetings. The contractor may be requested to provide deliverables such as conductingworkshops at the ERDC Labs and/or BAMT levels to assist with the planning and development of future 6.1, 6.2, and 6.3 programs within the BA. This may result the contractor being requested to provide deliverables that give guidance and instructions to workshop participants; facilitate the review and scoring process; collect the data and comments from the review; detail the analysis; and provide program analysis results.

These deliverables will be delivered in report format, briefing format, and through direct briefings to the Lab or BAMT leadership.

6.0 Type of Contract: IDIQ / Fixed Rate Contract.

7.0 Period of Performance: 5 year ordering period.

8.0 Security Requirements:

8.1 Access and General Protection/Security Policy and Procedures. All contractor and all associated sub-contractors employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The contractor shall also provide all information required for background checks to meet installation/facility access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office.

Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any installation or facility change, the Government may require changes in contractor security matters or processes.

8.2 For contractors who do not require CAC, but require access to a DoD facility or installation. Contractor and all associated sub-contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05 / AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative, as NCIC and TSDB are available), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

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 Destination Government Destination Government 0002 Destination Government Destination Government 0003 Destination Government Destination Government

CLAUSES INCORPORATED BY REFERENCE

52.246-4 Inspection Of Services--Fixed Price AUG 1996 52.246-5 Inspection Of Services Cost-Reimbursement APR 1984 52.246-16 Responsibility For Supplies APR 1984

Section F - Deliveries or Performance

PERFORMANCE METRICS

Table 1

PERFORMANCE REQUIREMENTS SUMMARY MATRIX

ERDC PORTFOLIO ANALYSIS AND MANAEMENT PROCESS

Desired Objective: The objective of this performance work statement is to enhance, update, and assess the US Army Engineer Research and Development Center (ERDC) technology portfolio and to further develop the direction and strength of the ERDC organizational technical program; to include assessment analysis, benchmarking opportunities, technical strategic planning, and technical program assessment.

Required Services: Contractor may be requested for strategic input and assessment of possible innovative initiatives, possible partnership/collaborations, benchmarking opportunities, and other mechanisms to assist the ERDC in improving our technical excellence. This may require the facilitation, identification, and coordination of assessing the ERDC portfolio development of high risk and high payoff efforts, increase innovation in basic research ideas, build on and improve the current portfolio process, and identify and strategize on collaborations that will not only provide technical need insight but will also help promote ERDC’s capabilities. This will require working with the ERDC Business Area leads and the ERDC leadership in assessing the current ERDC portfolio and program direction and further developing metrics that can assist in the strategic development of the ERDC technical direction. In addition, each year the ERDC desires to conduct strategic planning sessions in each of the business areas as directed and requested by the business area. These sessions may be in the form of single to multiple day meetings or workshops. Development, facilitation, and bringing in external technical or strategic planning subject matter experts (SMEs) to serve on red teams or gray beard panels. Included is the facilitation of two annual meetings, one for Basic Research proposals and the second for overall review of the ERDC technical portfolio.

Performance Requirement

Performance Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Incentive/Disincentive

Assessment Analysis of the ERDC technical program;

Benchmarking Opportunities to

Individual taskers will be applied against the base contract scope.

Each tasker will contain deliverables

90% acceptable on first submission to Government.

100% acceptable on subsequent submission to Government

Government PM and/or COR will conduct direct observations or will receive the deliverable end products.

The COR will receive a copy of all deliverables

Incentives for this PWS will be Additional Work.

Disincentives for this PWS will be “No assess technical assessments, growth, and improvements against the best‐ of‐the‐best federal labs and other R&D organizations;

Business Area Technical Strategic Planning methods;

Technical Program Assessment Reviews; and

Technical Planning and Strategic Direction Development

Some taskers will require on‐ site meetings within ERDC/Governme nt facilities.

There will not be any need for access to government networks.

with acceptable performance standards.

and will monitor the accuracy of the deliverable.

Additional Work”

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) 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.

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. The COR will review the documentation, establish a new delivery schedule and notify the contractor.

F.4. Period of Performance/Funding Limitation

The ordering period for the resulting contract is five years.

Maximum ordering limit is $4,300,000.00 and the minimum guarantee is $25,000.00.

F.5. Place of Performance

Specific requirements for performance location will be specified in each task order.

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 N/A N/A N/A N/A

0002 N/A N/A N/A N/A

0003 N/A N/A N/A N/A

52.242-15 Stop-Work Order AUG 1989 52.242-17 Government Delay Of Work APR 1984 52.247-34 F.O.B. Destination NOV 1991 252.204-7006 Billing Instructions OCT 2005

Section G - Contract Administration Data

CONTRACT ADMINSTRATION DATA

G.1. Invoicing

On this Indefinite Delivery/Indefinite Quantity contract, the payment office will be specified on each individual task order. The original invoice shall be mailed to the paying office address indicated on each individual task order and 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 – Commercial 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 Traci Hoofman, Contract Specialist Email: Traci.K.Hoofman@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 contact person 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.

Section H - Special Contract Requirements

SPECIAL CONTRACT REQUIREMENTS

H.1 Ordering Methods

The contracting officer will order the supplies/services hereunder by the issuance of task orders.

Orders will be firm-fixed-rice (FFP) and may include cost-reimbursable (Cost) line items for other direct costs. All task orders shall incorporate the terms and conditions of this contract.

H.2 Minimum Guarantee

The Government’s minimum guarantee is $25,000.00.

H.3 Other Direct Costs

Other direct costs are allowable to the extent they are reasonable, allocable, and determined to be allowable. 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.

H.5 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 Requiring Activity (the Army Requiring activity is responsible for providing the contractor with its UIC for the purposes of reporting this information

(10) Locations where contractor and sub-contractors perform the work (specified by zip code in the United States and nearest city, country, when in an overseas location, using standardized nomenclature provided on website

(11) Presence of deployment or contingency contract language

(12) Number of contractor and sub-contractor employees deployed in theater this reporting period (by country).

As part of its submission, the contractor will also provide the estimated total cost (if any) incurred to comply with this reporting requirement.

Reporting period will be the period of performance not to exceed 12 months ending 30 September of each government fiscal year and must be reported by 31 October of each calendar year.

Contractors may use a direct XML data transfer to the database server or fill in the fields on the website. The XML direct transfer is a format for transferring files from a contractor’s systems to the secure web site without the need for separate data entries for each required data element at the web site. The specific formats for the XML direct transfer may be downloaded from the web site.

UIC: TBD

FSC: R799

Contract Number: TBD Contract Fiscal Year: FY17 Form of Contract Action: Definitive Contract Contract Type: IDIQ Competed Action: Full and Open Competition DoD Administering Component: USA-USACE, ERDC Contracting Organization: USA-USACE, ERDC

Section I - Contract Clauses

52.203-2 Certificate Of Independent Price Determination APR 1985 52.203-3 Gratuities APR 1984 52.203-5 Covenant Against Contingent Fees MAY 2014 52.203-12 Limitation On Payments To Influence Certain Federal

Transactions

OCT 2010

52.203-16 Preventing Personal Conflicts of Interest DEC 2011 52.203-17 Contractor Employee Whistleblower Rights and Requirement

To Inform Employees of Whistleblower Rights

APR 2014

52.204-2 Security Requirements AUG 1996 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber

Content Paper

MAY 2011

52.204-7 System for Award Management OCT 2016 52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011 52.204-13 System for Award Management Maintenance OCT 2016 52.204-16 Commercial and Government Entity Code Reporting JUL 2016 52.209-7 Information Regarding Responsibility Matters JUL 2013 52.215-2 Audit and Records--Negotiation OCT 2010 52.215-8 Order of Precedence--Uniform Contract Format OCT 1997 52.215-20 Requirements for Certified Cost or Pricing Data or

Information Other Than Certified Cost or Pricing Data

OCT 2010

52.215-21 Requirements for Certified Cost or Pricing Data and Data Other Than Certified Cost or Pricing Data -- Modifications

OCT 2010

52.215-22 Limitations on Pass-Through Charges--Identification of Subcontract Effort

OCT 2009

52.215-23 Limitations on Pass-Through Charges OCT 2009 52.222-1 Notice To The Government Of Labor Disputes FEB 1997 52.222-2 Payment For Overtime Premiums JUL 1990 52.222-4 Contract Work Hours and Safety Standards- Overtime

Compensation

MAY 2014

52.223-5 Pollution Prevention and Right-to-Know Information MAY 2011 52.223-6 Drug-Free Workplace MAY 2001 52.227-1 Authorization and Consent DEC 2007 52.227-2 Notice And Assistance Regarding Patent And Copyright

Infringement

DEC 2007

52.227-11 Patent Rights--Ownership By The Contractor MAY 2014 52.232-1 Payments APR 1984 52.232-18 Availability Of Funds APR 1984 52.232-23 Assignment Of Claims MAY 2014 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.242-13 Bankruptcy JUL 1995 52.243-1 Changes--Fixed Price AUG 1987 52.244-5 Competition In Subcontracting DEC 1996 52.244-6 Subcontracts for Commercial Items NOV 2016 52.245-1 Government Property APR 2012 52.246-23 Limitation Of Liability FEB 1997

52.252-6 Authorized Deviations In Clauses APR 1984 52.253-1 Computer Generated Forms JAN 1991 252.201-7000 Contracting Officer's Representative DEC 1991 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7003 Agency Office of the Inspector General DEC 2012 252.204-7000 Disclosure Of Information OCT 2016 252.204-7003 Control Of Government Personnel Work Product APR 1992 252.223-7004 Drug Free Work Force SEP 1988 252.225-7012 Preference For Certain Domestic Commodities AUG 2016 252.227-7000 Non-estoppel OCT 1966 252.227-7011 Assignments AUG 1984 252.227-7015 Technical Data--Commercial Items FEB 2014 252.227-7019 Validation of Asserted Restrictions--Computer Software SEP 2016 252.227-7020 Rights In Special Works JUN 1995 252.227-7021 Rights In Data--Existing Works MAR 1979 252.227-7025 Limitations on the Use or Disclosure of Government-

Furnished Information Marked with Restrictive Legends

MAY 2013

252.227-7026 Deferred Delivery Of Technical Data Or Computer Software APR 1988 252.227-7027 Deferred Ordering Of Technical Data Or Computer Software APR 1988 252.227-7030 Technical Data--Withholding Of Payment MAR 2000 252.227-7037 Validation of Restrictive Markings on Technical Data SEP 2016 252.227-7039 Patents--Reporting Of Subject Inventions APR 1990 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.232-7007 Limitation Of Government's Obligation APR 2014 252.232-7010 Levies on Contract Payments DEC 2006 252.237-7010 Prohibition on Interrogation of Detainees by Contractor

Personnel

JUN 2013

252.243-7002 Requests for Equitable Adjustment DEC 2012

CLAUSES INCORPORATED BY FULL TEXT

52.204-1 APPROVAL OF CONTRACT (DEC 1989)

This contract is subject to the written approval of the Contracting Officer and shall not be binding until so approved.

(End of clause)

52.212-4 CONTRACT TERMS AND CONDITIONS-- COMMERCIAL ITEMS (MAY 2015)

(a) Inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate consideration for acceptance of nonconforming supplies or services. The Government must exercise its post-acceptance rights (1) within a reasonable time after the defect was discovered or should have been discovered; and

(2) before any substantial change occurs in the condition of the item, unless the change is due to the defect in the item.

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of performance of this contract to a bank, trust company, or other financing institution, including any Federal lending agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes payment (e.g., use of the Governmentwide commercial purchase card), the Contractor may not assign its rights to receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the parties.

(d) Disputes. This contract is subject to 41 U.S.C. chapter 71, Contract Disputes'', as amended (41 U.S.C. 601-613).

Failure of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at FAR 52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with performance of this contract, pending final resolution of any dispute arising under the contract.

(e) Definitions. The clause at FAR 52.202-1, Definitions, is incorporated herein by reference.

(f) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the Contracting Officer in writing as soon as it is reasonably possible after the commencement or any excusable delay, setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice.

(1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the address designated in the contract to receive invoices. An invoice must include--

(i) Name and address of the Contractor;

(ii) Invoice date and number;

(iii) Contract number, contract line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer—System for Award Management, or 52.232-34, Payment by Electronic Funds Transfer--Other Than System for Award Management), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(2) Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of Management and Budget (OMB) prompt payment regulations at 5 CFR part 1315.

(h) Patent indemnity. The Contractor shall indemnify the Government and its officers, employees and agents against liability, including costs, for actual or alleged direct or contributory infringement of, or inducement to infringe, any United States or foreign patent, trademark or copyright, arising out of the performance of this contract, provided the Contractor is reasonably notified of such claims and proceedings.

(i) Payment.--

(1) Items accepted. Payment shall be made for items accepted by the Government that have been delivered to the delivery destinations set forth in this contract.

(2) Prompt payment. The Government will make payment in accordance with the Prompt Payment Act (31 U.S.C.

3903) and prompt payment regulations at 5 CFR part 1315.

(3) Electronic Funds Transfer (EFT). If the Government makes payment by EFT, see 52.212-5(b) for the appropriate EFT clause.

(4) Discount. In connection with any discount offered for early payment, time shall be computed from the date of the invoice. For the purpose of computing the discount earned, payment shall be considered to have been made on the date which appears on the payment check or the specified payment date if an electronic funds transfer payment is made.

(5) Overpayments. If the Contractor becomes aware of a duplicate contract financing or invoice payment or that the Government has otherwise overpaid on a contract financing or invoice payment, the Contractor shall--

(i) Remit the overpayment amount to the payment office cited in the contract along with a description of the overpayment including the--

(A) Circumstances of the overpayment (e.g., duplicate payment, erroneous payment, liquidation errors, date(s) of overpayment);

(B) Affected contract number and delivery order number, if applicable;

(C) Affected contract line item or subline item, if applicable; and

(D) Contractor point of contact.

(ii) Provide a copy of the remittance and supporting documentation to the Contracting Officer.

(6) Interest.

(i) All amounts that become payable by the Contractor to the Government under this contract shall bear simple interest from the date due until paid unless paid within 30 days of becoming due. The interest rate shall be the interest rate established by the Secretary of the Treasury as provided in 41 U.S.C.

7109, which is applicable to the period in which the amount becomes due, as provided in (i)(6)(v)…