W91QEX-17-Q-0014-0001.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

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

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

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

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

FAR (48 CFR) 53.243

The purpose of this amendment is to incorporate changes to the solicitation as a result of the Government's responses to the Questions submitted. For ease of reference, all changes to the solicitation have been highlighted in yellow text accordingly. Please note, as a result of this amendment, the Government has not extended the solicitation deadline w hich remains 02 June 2017 at 11:30 a.m. (EST).

1. CONTRACT ID CODE PAGE OF PAGES

S 1 49

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

16C. DATE SIGNED

BY 22-May-2017

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

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

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X W91QEX-17-Q-0014

X 9B. DATED (SEE ITEM 11)

02-May-2017

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

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

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

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

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

12. ACCOUNTING AND APPROPRIATION DATA (If required)

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

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

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

CONTRACT ORDER NO. IN ITEM 10A.

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

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

D. OTHER (Specify type of modification and authority)

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

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

10A. MOD. OF CONTRACT/ORDER NO.

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

6. ISSUED BY

3. EFFECTIVE DATE

22-May-2017

CODE

410TH CSB-MIAMI DIVISION

9301 NW 33RD ST

DORAL FL 33172-1202

W91QEX 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W91QEX-17-Q-0014

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

SUPPLIES OR SERVICES AND PRICES

CLIN 0003

The CLIN extended description has changed from:

The Contractor shall travel upon the request and approval by the ContractingOfficer Representative in support of the contract, and in accordance with Section 1.6.13 of the Performance Work Statement.Offeror will insert the amount of $10,000 on this CLIN.All costs for approved travel shall be reimbursed in accordance with FAR Subpart 31.205-46 Travel Costs. Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable and allowable only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel in accordance with the applicable Travel Regulation. Travel costs shall not include overhead or profit. The contractor shall be responsible for making all necessary travel arrangements.

To:

The Contractor shall travel upon the request and approval by the Contracting Officer Representative in support of the contract, and in accordance with Section 1.6.13 of the Performance Work Statement.Offeror shall insert the amount of $10,000 on this CLIN..

CLIN 0004

This CLIN has been renumbered to CLIN 0005.

CLIN 1002

The Contractor shall travel upon the request and approval by the ContractingOfficer Representative in support of the contract, and in accordance with Section 1.6.13 of the Performance Work Statement.Offeror will insert the amount of $10,000 on this CLIN.All costs for approved travel shall be reimbursed in accordance with FAR Subpart 31.205-46 Travel Costs. Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable and allowable only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel in accordance with the applicable Travel Regulation. Travel costs shall not include overhead or profit. The contractor shall be responsible for making all necessary travel arrangements.

To:

The Contractor shall travel upon the request and approval by the Contracting Officer

CLIN 1003

This CLIN has been renumbered to CLIN 1004.

CLIN 2002

The Contractor shall travel upon the request and approval by the ContractingOfficer Representative in support of the contract, and in accordance with Section 1.6.13 of the Performance Work Statement.Offeror will insert the amount of $10,000 on this CLIN.All costs for approved travel shall be reimbursed in accordance with FAR Subpart 31.205-46 Travel Costs. Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable and allowable only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel in accordance with the applicable Travel Regulation. Travel costs shall not include overhead or profit. The contractor shall be responsible for making all necessary travel arrangements.

To:

The Contractor shall travel upon the request and approval by the Contracting Officer

CLIN 2003

This CLIN has been renumbered to CLIN 2004.

CLIN 3002

The Contractor shall travel upon the request and approval by the ContractingOfficer

Performance Work Statement.Offeror will insert the amount of $10,000 on this CLIN.All costs for approved travel shall be reimbursed in accordance with FAR Subpart 31.205-46 Travel Costs. Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable and allowable only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel in accordance with the applicable Travel Regulation. Travel costs shall not include overhead or profit. The contractor shall be responsible for making all necessary travel arrangements.

To:

The Contractor shall travel upon the request and approval by the Contracting Officer

CLIN 3003

This CLIN has been renumbered to CLIN 3004.

CLIN 4002

The Contractor shall travel upon the request and approval by the ContractingOfficer Representative in support of the contract, and in accordance with Section 1.6.13 of the Performance Work Statement.Offeror will insert the amount of $10,000 on this CLIN.All costs for approved travel shall be reimbursed in accordance with FAR Subpart 31.205-46 Travel Costs. Costs incurred for lodging, meals and incidental expenses shall be considered to be reasonable and allowable only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel in accordance with the applicable Travel Regulation. Travel costs shall not include overhead or profit. The contractor shall be responsible for making all necessary travel arrangements.

To:

The Contractor shall travel upon the request and approval by the Contracting Officer

CLIN 4003

This CLIN has been renumbered to CLIN 4004.

CLIN 0004 is added as follows:

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

SURGE HOURS

COST

Reserved: This CLIN is not priced and will be used in case of needed surge hours.

Offerors shall not price this CLIN but shall fill in the "Surge Support Pricing Sheet" to finalize a per hour rate for each proposed personnel. This CLIN shall remain a RESERVED CLIN at the time of award and will be funded, via contract modification, in advance of any hours worked.

Surge hours shall be approved and performed in accordance with Section 1.6.4 of the Performance Work Statement.

FOB: Destination

ESTIMATED COST

CLIN 1003 is added as follows:

OPTION SURGE HOURS

COST

Reserved: This CLIN is not priced and will be used in case of needed surge hours.

Offerors shall not price this CLIN but shall fill in the "Surge Support Pricing Sheet" to finalize a per hour rate for each proposed personnel. This CLIN shall remain a RESERVED CLIN at the time of award and will be funded, via contract modification, in advance of any hours worked.

Surge hours shall be approved and performed in accordance with Section 1.6.4 of

CLIN 2003 is added as follows:

OPTION SURGE HOURS

COST

Reserved: This CLIN is not priced and will be used in case of needed surge hours.

Offerors shall not price this CLIN but shall fill in the "Surge Support Pricing Sheet" to finalize a per hour rate for each proposed personnel. This CLIN shall remain a RESERVED CLIN at the time of award and will be funded, via contract modification, in advance of any hours worked.

Surge hours shall be approved and performed in accordance with Section 1.6.4 of

CLIN 3003 is added as follows:

OPTION SURGE HOURS

COST

Reserved: This CLIN is not priced and will be used in case of needed surge hours.

Offerors shall not price this CLIN but shall fill in the "Surge Support Pricing Sheet" to finalize a per hour rate for each proposed personnel. This CLIN shall remain a RESERVED CLIN at the time of award and will be funded, via contract modification, in advance of any hours worked.

Surge hours shall be approved and performed in accordance with Section 1.6.4 of

CLIN 4003 is added as follows:

OPTION SURGE HOURS

COST

Reserved: This CLIN is not priced and will be used in case of needed surge hours.

Offerors shall not price this CLIN but shall fill in the "Surge Support Pricing Sheet" to finalize a per hour rate for each proposed personnel. This CLIN shall remain a RESERVED CLIN at the time of award and will be funded, via contract modification, in advance of any hours worked.

Surge hours shall be approved and performed in accordance with Section 1.6.4 of

DELIVERIES AND PERFORMANCE

The following Delivery Schedule Item has been deleted from CLIN 0004:

DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC

POP 05-JUL-2017 TO

06-MAR-2018

N/A SOUTHERN COMMAND GROUP

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

305-437-0621

W91LMH

The following Delivery Schedule item has been added to CLIN 0004:

POP 20-JUL-2017 TO

06-MAR-2018

N/A SOUTHERN COMMAND GROUP

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

305-437-0621

The following Delivery Schedule Item has been deleted from CLIN 4003:

06-APR-2022 1 SOUTHERN COMMAND GROUP

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

305-437-0621

The following Delivery Schedule item has been added to CLIN 4003:

POP 07-MAR-2021 TO

06-MAR-2022

N/A SOUTHERN COMMAND GROUP

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

305-437-0621

INSPECTION AND ACCEPTANCE

The following Acceptance/Inspection Schedule was added for CLIN 0004:

INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

Destination Government Destination Government

The following Technical Office was added for CLIN 0004:

SOUTHERN COMMAND GROUP

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

The following Acceptance/Inspection Schedule was added for CLIN 1003:

The following Technical Office was added for CLIN 1003:

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

The following Acceptance/Inspection Schedule was added for CLIN 2003:

The following Technical Office was added for CLIN 2003:

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

The following Acceptance/Inspection Schedule was added for CLIN 3003:

The following Technical Office was added for CLIN 3003:

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

The following Acceptance/Inspection Schedule was added for CLIN 4003:

The following Technical Office was added for CLIN 4003:

SHELLIE GLASS

9301 NW 33RD STREET

DORAL FL 33172

The following have been added by full text:

DD-254

DD Form 254 - Department of Defense Contract Security Classification Specification*

*This document is attached by reference only. The attachment shall be made available as a separate attachment to the Solicitation posting under W91QEX-17-Q-0014. At time of award, the attachment will also be referenced and attached separately to the contract award.

SURGE SUPPORT PRICING SHEET

Surge Support Pricing Sheet Instructions

The Offeror shall fill in a price for all Key Personnel in accordance with the PWS and shall list hourly rates for the base period only.

Base Period (7.5 months) Surge Support Hourly Rate Sheet

USSOUTHCOM Command Historian / Knowledge Management Support Services Solicitation: W91QEX-17-Q-0014

Labor Category Company Name Hourly Rate

The following have been modified:

ADDENDUM TO FAR 52.212-1

This acquisition is being procured using the procedures of FAR Part 13.5 − Simplified Procedures for Certain Commercial Items. Offerors are required to submit a complete quote package in accordance with the instructions below. Only electronic offers will be received via FedBizOpps (FBO). Quote packages must be received on or before the solicitation submission date and time as listed on FBO at www.fbo.gov.

Offerors are cautioned to comply with all instructions within this solicitation to ensure submission of a complete quote. Failure to furnish a complete quote may result in the quote being unacceptable to the Government and elimination from consideration for award.

The quote acceptance period is 30 days. The Offeror shall make a clear statement in its Quote Documentation that the quote is valid for a period of not less than 30 days from closing date of the RFQ.

(a) The solicitation requires the evaluation of price and the following non-cost/price volume(s):

QUOTE SUBMISSION FORMAT

The Offerors quote shall consist of the following sequential volumes: Volume I – Technical; Volume II –Past Performance; Volume III – Price Schedule.

a) Format. The quote submission shall be clearly indexed and logically assembled. All proprietary information shall be clearly and properly marked.

b) Content Requirements. The Offeror shall confine submissions to essential matters, sufficient to define the quote and provide an adequate basis for evaluation. Offerors are responsible for including sufficient details, in a concise manner, to permit a complete and accurate evaluation of each quote.

c) Detailed Instructions on Preparation of Quote:

Factor A, Technical (Volume I):

Sub-Factor 1, Personnel:

a. Knowledge Management Specialist(s):

1. Education Transcripts - Completion of minimum Bachelor’s Degree with a college-level major in at least one of the following: English, Knowledge Management, Library Science, Computer Science, Project Management, Psychology, General Education, and/or Political Science; and

2. Five (5) years’ experience directly related to Knowledge Management, Knowledge Engineering, Business Process Engineering, Organization Structure, Business Administration/Management, Business Process Improvement, Lean 6 Sigma training and project completion, Transformation, Project Management Professional (PMP) program and project completion, or other process improvement areas; and

3. Also possess and submit at least one of the following:

i. Relevant professional experience connected to or in a military setting. Relevant professional experience can be classified as someone who has served in the military, or someone who has worked in a direct connection to the military and understands military terminology, the military rank structure, and the military chain-of-command; and

ii. A copy of certification indicating successful completion of a Lean 6 Sigma Black Belt certification program and project, or

iii. A copy of all documentation supporting the successful completion of at least 1 Program/Project Management project, or

iv. A KM certification from a professionally recognized entity such as KM Professional Society (KMPro), KM Institute (KMI), or an equivalent institution.

b. Historian(s):

1. Education Transcripts – Each historian must have at minimum a Master’s degree in history or a related field (i.e., law, military science, political science, government), or as an alternate working towards the completion of at least a Master’s degree in history or a related field, as previously mention, and

2. Research and Writing - Also submit at least one of the following:

i. A copy of 2 professional research papers written in English, which demonstrates research and writing at the advanced level similar to that of a Master’s degree thesis or a doctoral degree dissertation; or

ii. A copy of a published product (published in a peer reviewed professional journal, in a published book, chapter in a published book, or a published professional journal article);

Sub-Factor 2, Corporate Experience:

The government will evaluate the offeror's record of relevant experience to ascertain whether the offeror can execute the requirements as stated in this solicitation. An offeror shall provide evidence that the contractor possesses a minimum of one (1) year of experience performing on requirements of the same or similar scope, magnitude, and complexity as specified in this solicitation. Experience shall have been obtained within the last ten (10) years.

CONTENT LISTING FOR RELEVANT EXPERIENCE:

a) Contract Name and Number

b) Contract Type & Total dollar value

c) Contract award date & Period of Performance

d) Customer Name and Location

e) Description and Relevancy of Work

f) Name, phone numbers, e-mail addresses for contact points in contracts, program management and technical areas

g) Narrative describing performance under the contract, including successes, problems and corrective actions.

Factor B, Past Performance (Volume II):

(1) The offeror shall provide a list of any relevant contract(s) and subcontract(s) held within the last five

(5) years which are similar to that which is detailed in this solicitation. Offerors shall present past performance for them, and for any proposed division, subcontractor, or teaming contractor whose effort on this contract will significantly influence performance of the proposed effort. For the purpose of this evaluation, the term "offeror" includes all team or joint venture members and subcontractors performing major project functions.

i. Recency & Relevancy: Each contract reference shall be similar in size, scope, and complexity to the requirements of this solicitation. A recent contract reference will be considered an active contract within the last five (5) years at the time of proposal submission. A relevant reference is a contract of approximately the same size and scope as defined in Factor A – Sub-Factor 2.

(2) Each performance evaluation will consider the furnished or gathered data, significant achievement(s), the number and severity of problems, the effectiveness of corrective actions taken, and the overall work record. The overall evaluation will be the product of the subjective judgment of the evaluator after it considers all available, relevant, and recent information.

Contractor shall provide the following past performance information for all relevant contracts and sub-contracts:

COMPANY INFORMATION:

a) Category of Business

b) Company Name

PAST PERFORMANCE CONTRACTS:

a) Contract number

b) Total dollar value

c) Contract award date

d) Procuring agency

e) Title of contract

f) Program Manager (name, address, and telephone number)

g) Description of program/product

h) Contracting Officer(name, address, e-mail address and telephone number)

i) Period of performance

j) Type of contract

k) A detail synopsis of relevant performance, segregated by areas, which occurred under each contract

Factor C, Price Schedule (Volume III):

The Offeror shall submit a completed SF 1449 indicating a unit price and total proposed price for all Contract Line Item Numbers (CLINs) for the base and option periods accordingly in U.S. Dollars. The Offeror shall provide its response with a cover sheet that contains the company’s name, address and telephone number. The SF 1449 must contain a signature in block 30a. The Offeror shall acknowledge any/all amendments to the solicitation by signing the SF 30 prior to submitting back to the Contracting Office.

NOTE 1: As part of the price evaluation, the Government will evaluate (FAR Clause 52.217-8 - Option to Extend Services) by adding one-half of the Offeror’s final option period prices to the Offeror’s total price. Thus, the Offeror’s total price for the purpose of evaluation will include the base period, 1st Option YR, 2nd Option YR, 3rd Option YR, 4th Option YR, and one-half of the 4th Option YR. Offerors are required only to price the base and four

(4) options. Offerors shall not submit a price for the potential one-half year extension of services period.

NOTE 2: A separate "Surge Support Pricing Sheet" is submitted as part of Solicitation W91QEX-17-Q-0014. The Offeror shall fill out the pricing sheet for each proposed Personnel for the base and option periods accordingly. The Offeror shall provide a price per hour for all Personnel in the event surge support is needed in accordance with PWS Paragraph 1.6.4, Hours of Operation. The Offeror shall complete the "Surge Support Pricing Sheet" as part of it's Price Schedule. The Offeror's “Surge Support Pricing Sheet” will be evaluated for price fairness and reasonableness only, using one or more of the techniques defined in FAR 15.404-1. The evaluation of the Offeror’s completed “Surge Support Pricing Sheet” will not be considered part of the offeror’s total overall evaluated price; however, if the Offeror’s submitted pricing for Surge Support is determined to be significantly unfair or unreasonable, it may be considered unacceptable under this factor and therefore unacceptable for contract award.

BASIS OF AWARD

Award shall be made to the responsible offeror submitting the lowest priced, technically acceptable offer that satisfies all terms and conditions of this solicitation. The Government reserves the right to make a technical acceptability determination without any discussion with the offeror. The following evaluation factors will be used to evaluate quotes. An “unacceptable” rating in any subfactor will make the entire quote “unacceptable.”

Factor A, Technical (Volume I):

Sub-Factor 1, Personnel:

a. Knowledge Management Specialist(s):

1. Education Transcripts - Completion of minimum Bachelor’s Degree with a college-level major in at least one of the following: English, Knowledge Management, Library Science, Computer Science, Project Management, Psychology, General Education, and/or Political Science; and

2. Five (5) years’ experience directly related to Knowledge Management, Knowledge Engineering, Business Process Engineering, Organization Structure, Business Administration/Management, Business Process Improvement, Lean 6 Sigma training and project completion, Transformation, Project Management Professional (PMP) program and project completion, or other process improvement areas; and

3. Also possess and submit at least one of the following:

i. Relevant professional experience connected to or in a military setting. Relevant professional experience can be classified as someone who has served in the military, or someone who has worked in a direct connection to the military and understands military terminology, the military rank structure, and the military chain-of-command; and

ii. A copy of certification indicating successful completion of a Lean 6 Sigma Black Belt certification program and project, or

iii. A copy of all documentation supporting the successful completion of at least 1 Program/Project Management project, or

iv. A KM certification from a professionally recognized entity such as KM Professional Society (KMPro), KM Institute (KMI), or an equivalent institution.

b. Historian(s):

1. Education Transcripts – Each historian must have at minimum a Master’s degree in history or a related field (i.e., law, military science, political science, government), or as an alternate working towards the completion of at least a Master’s degree in history or a related field, as previously mention, and

2. Research and Writing - Also submit at least one of the following:

i. A copy of 2 professional research papers written in English, which demonstrates research and writing at the advanced level similar to that of a Master’s degree thesis or a doctoral degree dissertation; or

ii. A copy of a published product (published in a peer reviewed professional journal, in a published book, chapter in a published book, or a published professional journal article);

Sub-Factor 2, Corporate Experience:

The government will evaluate the offeror's record of relevant experience to ascertain whether the offeror can execute the requirements as stated in this solicitation. An offeror shall provide evidence that the contractor possesses a minimum of one (1) year of experience performing on requirements of the same or similar scope, magnitude, and complexity as specified in this solicitation. Experience shall have been obtained within the last ten (10) years.

CONTENT LISTING FOR RELEVANT EXPERIENCE:

a) Contract Name and Number

b) Contract Type & Total dollar value

c) Contract award date & Period of Performance

d) Customer Name and Location

e) Description and Relevancy of Work

f) Name, phone numbers, e-mail addresses for contact points in contracts, program management and technical areas

g) Narrative describing performance under the contract, including successes, problems and corrective actions

Factor A - Technical

Rating Description

Acceptable Contractor meets the minimum qualifications as stated in Sub-Factor 1 – Personnel and Sub- Factor 2 – Experience.

Unacceptable Contractor does not meet the minimum qualifications as stated in Sub-Factor 1 – Personnel and/or Sub-Factor 2 – Experience.

Factor B, Past Performance (Volume II):

(1) The offeror shall provide a list of any relevant contract(s) and subcontract(s) that were or are currently held within the last five (5) years which are similar to that which is detailed in this solicitation. Offerors shall present past performance data for them, and for any proposed division, subcontractor, or teaming contractor whose effort on this contract will significantly influence performance of the proposed effort. For the purpose of this evaluation, the term "offeror" includes all team or joint venture members and subcontractors performing major project functions.

i. Recency & Relevancy: Each contract reference shall be similar in size, scope, and complexity to the requirements of this solicitation. A recent contract reference will be considered an active contract within the last five (5) years at the time of proposal submission. A relevant reference is a contract of approximately the same size and scope as defined in Factor A – Sub-Factor 2.

(2) Each performance evaluation will consider the furnished or gathered data, significant achievement(s), the number and severity of problems, the effectiveness of corrective actions taken, and the overall work record.

The overall evaluation will be the product of the subjective judgment of the evaluator after it considers all available, relevant, and recent information.

Contractor shall provide the following past performance information for all contracts and sub-contracts:

COMPANY INFORMATION:

c) Category of Business

d) Company Name

PAST PERFORMANCE CONTRACTS:

l) Contract number

m) Total dollar value

n) Contract award date

o) Procuring agency

p) Title of contract

q) Program Manager (name, address, and telephone number)

r) Description of program/product

s) Contracting Officer(name, address, e-mail address and telephone number)

t) Period of performance

u) Type of contract

v) A detail synopsis of relevant performance, segregated by areas, which occurred under each contract

Factor B - Past Performance Evaluation Ratings

Acceptable Based on the offeror’s performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort, or the offeror’s performance record is unknown. (See note below.)

Unacceptable Based on the offeror’s performance record, the Government has no reasonable expectation that the offeror will be able to successfully perform the required effort.

NOTE: In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the offeror may not be evaluated favorably or unfavorably on past performance. Therefore, the offeror shall be determined to have unknown (or “neutral”) past performance. In the context of acceptability/unacceptability, a neutral rating shall be considered “acceptable.”

Factor C, Price Schedule (Volume III):

The Offeror shall submit a completed SF 1449 indicating a unit price and total proposed price for all Contract Line Item Numbers (CLINs) for the base and option periods accordingly in U.S. Dollars. The Offeror shall provide its response with a cover sheet that contains the company’s name, address and telephone number. The SF 1449 must contain a signature in block 30a. The Offeror shall acknowledge any/all amendments to the solicitation by signing the SF 30 prior to submitting back to the Contracting Office.

NOTE 1: As part of the price evaluation, the Government will evaluate (FAR Clause 52.217-8 - Option to Extend Services) by adding one-half of the Offeror’s final option period prices to the Offeror’s total price. Thus, the Offeror’s total price for the purpose of evaluation will include the base period, 1st Option YR, 2nd Option YR, 3rd Option YR, 4th Option YR, and one-half of the 4th Option YR. Offerors are required only to price the base and four

(4) options. Offerors shall not submit a price for the potential one-half year extension of services period.

NOTE 2: A separate "Surge Support Pricing Sheet" is submitted as part of Solicitation W91QEX-17-Q-0014. The Offeror shall fill out the pricing sheet for each proposed Personnel for the base and option periods accordingly. The Offeror shall provide a price per hour for all Personnel in the event surge support is needed in accordance with PWS Paragraph 1.6.4, Hours of Operation. The Offeror shall complete the "Surge Support Pricing Sheet" as part of it's Price Schedule. The Offeror's “Surge Support Pricing Sheet” will be evaluated for price fairness and reasonableness only, using one or more of the techniques defined in FAR 15.404-1. The evaluation of the Offeror’s completed “Surge Support Pricing Sheet” will not be considered part of the offeror’s total overall evaluated price; however, if the Offeror’s submitted pricing for Surge Support is determined to be significantly unfair or unreasonable, it may be considered unacceptable under this factor and therefore unacceptable for contract award.

Factor C – Price Schedule

Acceptable Contractor submitted a complete pricing data for all CLINS in U.S. Dollars.

Unacceptable Contractor did not submit a pricing data for all CLINS in U.S. Dollars.

***All Technical Elements Must Be Met to Be Deemed Acceptable for Award***

NOTE TO OFFERORS

By submission of a proposal, Offerors are certifying that they meet all of the Government’s requirements, as outlined in the solicitation, and specifically the requirements contained in the Performance Work Statement.

Proposals must be submitted electronically through www.fbo.gov. Offerors are cautioned to comply with all instructions within this solicitation to ensure submission of a complete proposal. Failure to furnish a complete proposal may result in the proposal being unacceptable to the Government and elimination from consideration for award.

Contractor Performance Reporting. The Contracting office is utilizing the Contracting Performance Reporting System (CPARS) Automated Information System (AIS) to formally record contractor performance. CPARS is a web-enabled application that collects and manages the library of automated Contractor assessment data – unclassified formal reports. A CPARS Report will assess the Contractor’s performance and will provide a record, both positive and negative, on the contract during a specific period of time. This information will be completed annually by the Contracting Officer throughout the life of the contract (including Option exercises). The Contracting Officer will prepare a CPARS evaluation on contracts that meet the business sector thresholds in accordance with the applicable completion instructions as listed in FAR Part 42.15. Additional information may be obtained at the CPARS website at https://www.cpars.gov/.

Questions and Answer Period:

The Contractor shall submit all questions and concerns in writing via email to the Contract Specialist, Neal J. Axley at neal.j.axley.civ@mail.mil no later than Tuesday, 09 May 2017 at 4:30 p.m. (EST). The email shall be entitled “Questions for Solicitation W91QEX-17-Q-0014”. The body of the email shall be numbered per question and contain questions in a clear and concise manner with specific reference to the page number and section of the solicitation, if applicable. No questions will be answered if received after 4:30 p.m. (EST) on 09 May 2017.

Answers shall be provided as an amendment to the solicitation notice as issued via FedBizOpps (FBO) website and shall be structured as an all inclusive question/answer document encompassing all of the Contractor’s questions and the Government’s responses to those questions. No questions or answers shall contain any proprietary information, Contractor’s names, or otherwise identifying information. When responding to questions, the Government will submit the questions as they were written verbatim if possible; however, if the Contracting Officer determined there are redundant questions, they contain any proprietary information, Contractor’s names, contain grammar or spelling errors, or otherwise contain identifying information, the Contract Specialist will redact, re-summarize, and/or exclude redundancies accordingly.

Should the Contracting Officer feel it is necessary, The Government may issue an amendment to add an additional question and answer period anytime throughout the duration of the Solicitation.

PERFORMANCE WORK STATEMENT

UNITED STATES SOUTHERN COMMAND (SOUTHCOM)

OFFICE OF KNOWLEDGE MANAGEMENT AND COMMAND HISTORIAN SUPPORT

18 May 2017

Part 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract under which the personnel rendering the services are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees. The Contractor shall ensure that all contractor employees and subcontractor employees are medically, dentally, and psychologically fit for performance of their duties.

1.1 Description of Services and Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, other items and non-personal services necessary to perform Historian and Knowledge Management/Knowledge Engineer(KE) Support as defined in this PWS, except as specified as government-furnished property (GFP) and government furnished services (GFS). The contractor shall perform to the standards in this contract.

1.2 Background: SOUTHCOM is a unified combatant command of the U.S. Department of Defense. It is responsible for contingency planning, operations, and security cooperation in the SOUTHCOM Area of Responsibility (AOR) which includes South America, Central America, and the Caribbean. While Spanish or Portuguese language skills are highly desirable, due to the work performed in the AOR, the lack of these language skills will not hinder the contractor from performing the work as spelled out in this contract.

The Office of the Command Knowledge Manager oversees these functions and is part of the SOUTHCOM Command Group, which reports to the Chief of Staff. Its work is governed by internal and external guidance, including DoD Instruction 8220.ff- Knowledge Management for the Department of Defense (Draft), Field Manuel 6-01.1, Knowledge Management, Headquarters, Department of the Army, August 2008 (http://usacac.army.mil/CAC2/Repository/Materials/KnowledgeManagementFM6-01.pdf) or http://armypubs.army.mil/doctrine/24_Series_Collection_1.html), CJCSM 5760.01, Joint Staff Records Schedule, Chairman of the Joint Chiefs of Staff Instructions (CJCSI) 5320.01B, “Guidance for the Joint History Program, published January 2009, http://www.dtic.mil/cjcs_directives/cdata/unlimit/5320_01.pdf, and other authoritative materials addressing theories, methodologies, principles, and techniques in these functional areas.

a. Command Knowledge Management/Knowledge Engineer (KE) functions promote the creation, identification, organization, share/collaboration, application, development, use/reuse, and transfer of knowledge across the SOUTHCOM enterprise in order to promote and support ‘getting the right information, to the right people, at the right time” using human capital (people), processes, and tools/technology. Additionally, the Knowledge Engineering function primarily are to document, document, develop, test, and maintain enduring and recurring business processes; provide database management;

ensure information access and transparency across the enterprise; conduct research and training as required by the COR; and manage/maintain collaboration sites, portals, centers, and other information portal sites as required by the COR. Industry standards for developing business process and flow chart documentation, process development, testing, refining, re-engineering, improving process efficiencies, and vetting improved business process techniques uses established best practices as demonstrated by successful completion or professional certification: a Lean 6 Sigma principles Black Belt certification, demonstrated proof or successful completion of a Professional Project Management training program, or completion or demonstrated project development and implementation portfolio.

b. The Command Historian function within SOUTHCOM, documents contemporary SOUTHCOM activities for posterity; conducts research for SOUTHCOM principals on historical aspects of current operations; and engages in outreach missions that advance U.S. interests in the SOUTHCOM area of responsibility. Its work is governed by guidance from the Commander, SOUTHCOM, and Chairman of the Joint Chiefs of Staff. Proof of research and writing capabilities are expected to be at the thesis/dissertation academic level.

Professional publication of written papers, products, books, articles is desirable, but not mandatory.

1.3 Objectives: The objectives of this contract are to maintain and preserve historical accounts of SOUTHCOM activities, ensure SOUTHCOM is able to systematically collect, organize and share knowledge across the Command to achieve the mission, support the senior leader decision making cycle, attain a fully functioning information/content/knowledge management program, and preserve/maintain/manage stored enterprise content and information. The SOUTHCOM mission requires a contractor that adapts and responds as needed to rapidly changing requirements. The Contractor will ensure Records Management standards and commercial best practices for information preservation are followed and implemented. The Contractor may be required to deploy to Continental United States (CONUS) or Overseas (OCONUS) locations in support of U.S. national security objectives. The Contractor may be required to work additional or surge hours based on the needs of the Command. Typically these surge hours are in conjunction with military exercises or contingencies.

1.4 Scope: The Contractor shall provide non-personal services (Knowledge Management and Historical services) to include expertise in historical research and writing, knowledge management, knowledge engineering, records management, content preservation, database management, information access, and training development methods to fulfill all the tasks associated with this PWS in support of SOUTHCOM’s Area of Responsibility (AOR) which includes,: South America, Central America, and the Caribbean. The contractor shall accomplish products as specified in Part 5 of this PWS; to include as part of the Knowledge Management and Knowledge Engineering (KM/KE) functions: develop KM/KE governance; identify and develop written business processes designed to improve efficiencies which support organizational transformation; conduct and support KM/KE assessments/studies/projects; conduct KM training and KM Working Group meetings; support daily KM operations, exercises, and contingencies; provide information dissemination, situational awareness and networking;

provide support for the Information portal and knowledge repositories; prepare technical writing and business processes products; prepare yearly plans for execution of deliverables; and provide input and feedback for problem resolutions. As part of the Historian functions: to provide data collection; conduct historical interviews; provide operational situational awareness; conduct research and prepare written historical products; coordination of the release of historical documents; prepare yearly plans for execution of deliverables; and provide input and feedback for problem resolutions.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 8 months and four (4) one year options that are 12 months each.

1.6 General Information:

1.6.1 Quality Control Plan (QCP): The Contractor shall develop, implement, and maintain a QCP and program to ensure all work described in this contract is performed at or above the standard defined in the Performance Requirements Summary (PRS). The QCP is developed by the contractor for its internal use to ensure that it performs and delivers high-quality service. The contractor’s QCP is the means by which the contractor ensures all work complies with the requirements of the contract. The QCP identifies and corrects potential and actual problem areas throughout the entire scope of the contract.

1.6.1.1The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor shall submit their QC Plan within thirty (30) days of contract award and will become a permanent record of the contract package. After acceptance of the QCP, the contractor shall receive the contracting officer’s (KO) acceptance in writing or any proposed changes to the QC procedures. The contractor shall submit QCP changes within five (5) days to the KO and Contracting Officer’s Representative (COR) for review and approval prior to implementation.

1.6.1.2 The Quality Control Plan shall address as a minimum:

1.6.1.2.1 Inspection Program. Included shall be a quality control inspection program covering all general and specific tasks included in the contract scope of work. It shall specify tasks or areas to be inspected on a scheduled or unscheduled basis, the manner in which inspections are to be conducted, the titles of the individuals who will perform the inspections, and the percentage of the work that will be inspected on a recurring basis. In developing this inspection program, the Contractor shall identify the key activities and associated characteristics in each process that have a significant influence on specific services and provide for methods for evaluation of the selected characteristics.

1.6.1.2.2 Deficiency Identification. The QCP shall include a method of identifying deficiencies in the quality of services performed before the level of performance becomes unacceptable as defined in the PRS. This shall contain processes for corrective action without dependence upon Government direction.

1.6.1.2.3 Deficiency Correction. The program shall contain process control and process performance measurement procedures that shall include how the Contractor shall implement preventive corrective actions. The Contractor shall demonstrate that it has designed quality into the delivery of services thereby mitigating the risk(s) associated with delivery of deficient or nonconforming services.

1.6.1.2.4 Documentation and Enforcement. The QCP shall include a method of documenting and enforcing quality control operations of both prime contractor and subcontractor work; including inspection and testing.

1.6.1.2.5 Trend Analysis. The QCP shall include a method of performing trend analysis and assessments through the use of metrics.

1.6.1.2.6 Surveillance Methods. The QCP shall contain specific surveillance techniques for all contract services.

The surveillance methods shall be comprehensive and adaptable to the reporting system of the plan.

1.6.2 Quality Assurance (QA): The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). The QASP is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards.

Contract quality requirements” means the technical requirements in the contract relating to the quality of the product or service and those contract clauses prescribing inspection, and other quality controls incumbent on the contractor, to ensure the product or service conforms to the contractual requirements. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays: The contractor is not required to perform services on official U.S. federal holidays listed below (http://www.opm.gov):

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

1.6.4 Hours of Operation: The Contractor shall be available for conducting business and at the specified place of duty for a minimum of 8 hours per scheduled workday. Standard hours of operation are 0730-1700 (Monday through Friday) except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. Standard hours for the lunch period is between 11:30 am -1:00 pm. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. Hours may fluctuate depending on the mission. In addition to standard hours, there may be a requirement for the contractor to work additional, surge hours as the mission dictates (i.e., during military exercises, crisis situations, contingencies.) Any surge hours must be approved in advance by the Contracting Officer Representative (COR). When the government (COR) requests surge hours, a minimum of four hours will be given for unscheduled/unforeseen surge hours and 10 business days for scheduled surge hours (typically required during military exercises and/or contingencies). The Contractor must, at all times, maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. Periods of absence should be reported to the Program Manager, who will then report absences to the COR.

1.6.5 Place of Performance: The work will be performed at Headquarter SOUTHCOM, 9301 NW 33rd Street, Miami, FL 33172, and may also include, but is not limited to, all SOUTHCOM AORs located in South America, Central America, and the Caribbean. Ad hoc telework may be approved by the COR, depending on the needs of the Command and its mission.

1.6.6 Type of Contract: The government anticipates a contract award of a Firm Fixed price contract with a cost reimbursable CLIN for surge hours, travel, and government required training.

1.6.7 Access and General Protection Policy and Procedures:

1.6.7.1 FPCON: In addition to the changes otherwise authorized by the changes of clause of contract, should the US Government Force Protection Condition (FPCON) at any individual installation change, the Government may require changes in contractor security matters or process in accordance with DoDI 2000.16. During FPCONs Charlie and Delta, only contract services that have been deemed “mission essential” by the Government will continue. Contract services will resume when the FPCON is reduced to Bravo or lower.

1.6.7.2 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information, and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be properly secured to prevent loss, theft or damage. The contractor shall ensure that no work materials are left in the open or in plain view at the end of each work day.

1.6.7.3 Escorts: The Contractor and all associated sub-contractor employees performing services under this contract shall be escorted at all times by host nation security personnel or by an individual designated by the Government Representative while accessing U.S. facilities or activities.

1.6.7.4 Personnel Security Clearance…