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89243521RFE000017J-1.1SECTION JATTACHMENT 1PERFORMANCE REQUIREMENTSPerformance ObjectiveQualityContractor assures customersatisfaction without any verifiedformal customer complaints.Products (including, but notlimited to reports anddeliverables) meet customerexpectations.Actively participates in DOEactivities / meetings andprovides accurate, value-addedtechnical insight / guidance andsupport to the DOE.Business RelationsProvide responsive personnelmanagement / direction toprovide timely responses tocontingencies, modifications,and taskings.ScheduleTimely submission ofDeliverables/ReportingRequirements. (See Section J,Attachment 5)Quality of deliverablesPerformance ThresholdMethod ofSurveillanceNo more than two (2) verified formalcustomer complaints/contractdiscrepancy reports per year. Thecontractor must resolve customercomplaints within ten (10) working daysof receipt.No more than two (2) sets ofcorrections required on any product.ValidatedCustomerComplaintMandatory meetings are supported byappropriate personnel with two (2)missed meetings per year, unlessapproved by DOE.Periodic ReviewClear, consistent, and accuratelywritten or verbal responses and / oracknowledgement within one (1)working day or suspense as specifiedby the COR.RandomSamplinga. No more than one (1) late documentper month.Periodic Reviewb. All corrections must be submittedwithin one (1) business day of revisedsuspense.No more than two (2) sets ofcorrections required on any product. Allcorrections must be submitted withinone (1) working day of the revisedsuspense.Periodic ReviewPeriodic Review
89243521RFE000017J-1.2Performance ObjectiveKey PersonnelProvide qualified personnelat task order start.Replace / substitutepersonnel.Applicable personnelpossess required securityclearances.Performance ThresholdPerformance is acceptable whenMethod ofSurveillance100% Inspectiona. qualified personnel are on the job attask order start unless previouslynegotiated by the Contracting Officer; andb. the mission is not impacted due toposition vacancies or personnelqualifications.Performance is acceptable when100% Inspectiona. vacancies are filled with qualifiedpersonnel within 20 days of vacancy,unless approved in writing or otherwisedirected in advance by the ContractingOfficer; andb. there is no mission impact due toposition vacancies or unqualifiedpersonnel.100% of contractor personnel who arerequired to have a security clearancepossess and maintain an active securityclearance.100 % Inspection
89243521RFE000017J-2.1SECTION JATTACHMENT 2GOVERNMENT-FURNISHED PROPERTY/EQUIPMENTBelow is the current list of Government Furnished Property/Equipment provided to theManagement and Technical Support Service contractor.COMPUTER EQUIPMENTQTYTAG#SCANNERS1HP Scan Jet1PRINTERS5Ricoh Q948 B&W1LeasedRicoh Q914 Color1LeasedRicoh Q916 B&W1LeasedXerox ColorQube15020901HP Printer WQ90115023130PERSONAL COMPUTING DEVICESSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface TabletSurface 5801
Surface TabletSurface TabletSurface TabletSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookSurface BookMOBILE id15023682
TAG#52-Inch Sharp Monitor with Remote15019443Secure ID Tokens33N/ACamera, Canon15020947Camera, Canon15020948Pitney Bowes Postage Machine1LeasedBinding Machine15023211Punch Machine15015695Shredder15016305OTHER EQUIPMENT
89243521RFE000017J-2.4The following software is provided to the Management and Technical Support Servicescontractor to support the Department of Energy, Strategic Petroleum Reserve.PART DESCRIPTIONCUSTOMDEVELOPMENT/COMMERCIALOFF THE hotoShop ElementsCOTSCITRIXCisco System VPN ClientCOTSLocalCompose 4.02COTSLocalFDSCustom ApplicationLocalInternet ExplorerCOTSLocalK2 Black PearlCOTSLocalK2.net StudioCOTSLocalOmniPageCOTSLocalScoreCard Web ClientCOTSCITRIXPrinting & Publishing 3 Year SitePlansCOTSLocalProjectCOTSLocalQuality Companion Version 3.2(Quantity 1)COTSCITRIXSAPCOTSLocalVisioCOTSLocalPADSCustom ApplicationCITRIXBEARSCustom ApplicationCITRIXCCTA – Construction Cost TrackingApplication 3.0Custom ApplicationCITRIXDepartmental Audit ReportTracking 3.0 (DARTS)Custom ApplicationCITRIXMINITAB 15COTSCITRIXRecords Management (RMS)Custom ApplicationCITRIXSTARSCustom ApplicationCITRIXSTRIPESCustom ApplicationCITRIXTask Identification Planning Sheet(TIPS)Custom ApplicationCITRIXSCCM ClientCOTSLocalWindows 10COTSLocal
89243521RFE000017J-2.5Office 365COTSCloudiSpring SuiteCOTSLocalEntrustCOTSLocalTzunami DeveloperCOTSLocalSmart ViewCOTSLocalDreamweaverCOTSLocalGiga Trust Enterprise PlusCOTSLocalHP OTSCitrixTapRootCOTSLocalPrimavera P6COTSCitrixGoogle EarthCOTSLocalGoggle ChromeCOTSLocalVisual Studio UltimateCOTSLocalIPortal BI Business IntelligenceCOTSLocalDrivers Kensigton TrackballCOTSLocalAcrobat Professional DCCOTSLocalCreative CloudCOTSLocalPhotoshopCOTSLocal
89243521RFE000017Page J-3.1SECTION JATTACHMENT 3APPLICABLE DIRECTIVESDocuments are available at:DOE Directives at: https://www.directives.doe.gov.SPRPMO Directives at: s/AllItems.aspxDocument/DirectiveDateTitleDOE O 142.3AChg. 110/14/1001/18/17Unclassified Foreign Visits andAssignmentsDOE O 150.1A03/31/14Continuity ProgramsDOE O 206.101/16/09Department of Energy Privacy ProgramDOE O 203.101/07/05Certified:Limited Personal Use of Government OfficeEquipment Including InformationTechnology04/23/09DOE O 442.2Chg. 17/29/1110/04/16Differing Professional Opinions forTechnical Issues involving ES&H TechnicalConcernsDOE O 470.4BChg. 1Chg. 207/21/1102/15/1301/17/17Safeguards and Security ProgramDOE O 471.3Admin Chg. 104/09/0301/13/11Identifying and Protection Official Use OnlyInformationDOE M 471.3-1Admin Chg. 104/09/0301/13/11Manual for Identifying and ProtectingOfficial Use Only InformationDOE O 472.2Admin Chg. 1Chg. 107/21/1110/08/1307/09/14Personnel SecurityDOE O 473.1AJune 2021Physical Protection ProgramDOE O 473.3A3/26/16Protection Program OperationsDOE O 473.3C Chg. 19/9/20Design Basis Threat (DBT)DOE O 475.2B10/03/14Identifying Classified InformationSPRPMO O 206.206/02/16Multifactor AuthenticationSPRPMO O 206.4A02/02/15Background Checks and Badging
89243521RFE000017Page J-3.2SPRPMO O 210.1A09/22/06Milestone ControlSPRPMO O 440.408/16/07Policy on Preventing Workplace ViolenceSPRPMO O 470.4A03/14/16SPRPMO Security OrderSPRPMO O 471.201/08/14Reporting Security Incidents (IncludingCyber Security)DOE STD 1192-2021April 2021Security Risk ManagementASI-5600 (Version 12 and 2/25/21later)SPR Security Operations Manual (SOM)
89243521RFE000017J-4.1SECTION JATTACHMENT 4SERVICE CONTRACT LABOR STANDARDS (SCLS) WAGE DETERMINATIONThe SCLS Wage Determination (WD) applicable to this Management and TechnicalSupport Services Task Order for the period November 1, 2021 through October 31,2022, is: WD No. 2015-5189, Revision No. 17, dated 12/20/2020.(Note: FAR 22.1012-1, Prevailing Wage Determinations, is applicable to this task orderand, if required, the WD cited above may be revised.)A revised WD will be incorporated annually into the task order by bilateral modificationfor subsequent periods.This Wage Determination is available at: 7
89243521RFE000017J-5.1SECTION JATTACHMENT 5DELIVERABLESDeliverableDue DateMonthly Financial Executive Summary20th of each monthAnnual Benchmarking ReportApril 15Financial Plan Analysis20th of each monthMonthly and Annual Operating Cost per Barrel12th of each monthAnnual Operating PlanAugust 15Annual non-M&O Budget RequestJanuary 30Monthly Management Status Report15th of each monthMonthly M&O Funding Status Report20th of each monthCost Accruals14th workday of each monthConstruction Work in Progress ReportDraft Annual Assurance MemorandumQuarterly - 15th workday of the followingmonths: December, March, June, SeptemberQuarterly prior to Project Review - asestablished for the following months: October,January, April, JulyDraft PAB submitted 3 business days prior todelivery date/briefing date. Final PABsubmitted 1 business day prior to deliverydate/briefing date.Draft Program Review book is distributed tothe Project Management Office 2 businessdays prior to the dry run. Final ProgramReview book is distributed 3 business daysprior to the Program Review presentation tothe Project Management Office anddistributed 4 business days prior to theProgram Review presentation to the ProgramOffice.30 business days in advance of event. If achange occurs as a result of DOE Direction,the change must be posted and a notificationsent to participants by the end of the businessday that you are notified of the change, butnot later than noon the following businessday.15 business days before the final is requiredDraft Management Representation Letters15 business days before the final is requiredProtection Program Plan Review60 calendar days after receivedProject Assessment Briefing PresentationQuarterly Project Assessment Briefing (PAB)Report - Development and Distribution of ProjectAssessment BriefingOrganize, publish, and distribute Program ReviewmaterialsSchedule Project Reviews, including LE 2 ProjectReviews, Project Assessments, and ProgramReviews, on participants’ calendarsDeliverableDue Date
89243521RFE000017J-5.2Security System Project Review30 calendar days after the reviewProcess and submit PIV terminations to DOE2 business days after terminationAPM Weekly Activity ReportAs set by APMsReview of Program DocumentsDue by the date established by the DirectorMeeting Minutes for Technical AssuranceProgramsOn-site Technical Review & Support Materials2 business days after meeting or establishedby TA DirectorsDue by the date established by the DirectorPCCB Action Item ReportDue 3 business days after PCCB meetingProcess CMCRs in WorkflowDue 5 business days after receiptProcess Milestone Closeout Change Notices inWorkflowInformation Management Council Meeting MinutesDue 5 business days after closeoutnotificationDue 5 business days following the meetingInformation Technology Planning CommitteeMeeting MinutesDue 5 business days following the meetingNetwork Availability Analysis Workflow EntryLate Workflow ReportDue weekly on TuesdayDue the last business day of the monthProject Review Action ItemsDue next business day following the meetingProgram Review Action ItemsDue next business day following the meetingTripartite Action ItemsPublic Outreach PlanPosted to DAT next day following DOEapprovalOctober 31Public Outreach AccomplishmentsOctober 31Mail Facilities Policies and ProceduresFebruary 28Continuity of Operations PlanMay 31Annual Travel, Training, and ConferenceAttendance PlanTravel & Training, and Conference Attendance(Actuals)Annual Travel, Training, and ConferenceAttendance (Contract Year Actuals)October 1Project Status ReportMonthly by the 15thDOE Travel ReportMonthly by the 15thInitial Draft of the Master Calendar prior to each FYJuly 31Master Calendar for the FY (baseline)September 30Printing and Publishing Three-Year Site PlanDue by date established by HQCommercial Printing PlanDue by date established by HQSubcontractor DeliverablesAs required by subcontract termsQASP Monthly Reports15th of each monthQuarterly QASP Performance Report20th of each month following the end of thequarterDue DateDeliverableMonthly by the 15thNovember 15
89243521RFE000017J-5.3Monthly LE2 Cost Reporting12th of each monthAllotment Summary ChartAs requested by DOE BudgetCoordinate, publish and distribute Budget RequestmaterialsMonthly PEMP AnalysisDue by date established by POMonthly Petroleum Account Status25th of each monthOil Accountability Support25th of each monthComprehensive Field Financial Review (CFFR).SupportPurchase Order Support20th of month following each quarter20th of each monthAs requested by DOE Accounting
SECTION J ATTACHMENT 5U.S. DEPARTMENT OF ENERGYREPORTING REQUIREMENTS CHECKLIST1.PROGRAM/PROJECT TITLEManagement and Technical Support Services3.PARTICIPANT NAME AND ADDRESS4.PLANNING AND REPORTING REQUIREMENTSA.General ManagementFrequencyManagement PlanStatus ReportSummary ReportB.E.Financial IncentivesBalance SheetCash Flow StatementStatement of Changes in FinancialPositionLoan Drawdown ReportOperating BudgetSupplementary InformationF.TechnicalNotice of Energy RD&D Project(Required with any of the following)Technical Progress ReportException ReportsYDraft for ReviewFinal for ApprovalTopical ReportPerformance MeasurementFinal Technical ReportManagement Control System DescriptionWBS DictionaryDraft for ReviewFinal for ApprovalIndexElement DefinitionSoftwareOther (Specify) As NeededCost Performance ReportsQuality Control PlanQuality Assurance Surveillance PlanSafety PlanTravel/Training/Conference AttendancePlanTravel/Training/Conference AttendanceActuals ReportFormat 1 – WBS Lev. 4Format 2 - FunctionFormat 3 – BaselineFREQUENCY CODESA – As RequiredC – Change to Contractual AgreementChangesF – Final (end of effort)FrequencyStatement of Income and ExpenseSchedule/Labor/CostConference Attendance PlanHot Line ReportD.IDENTIFICATION NUMBERO, AMMilestone Schedule/PlanLabor PlanFacilities Capital Cost of Money FactorsComputationContract Facilities Capital and Cost ofMoneyCost PlanMilestone Schedule/StatusLabor Management ReportCost Management ReportC.2.89243521RFE000017J-5.4O, AO, AO, AYM5.6.M – MonthlyO – Once After AwardS – Semi-AnnuallyX – With Proposal/Bid/Application or with SignificantQ – QuarterlyY – Yearly or Upon Renewal of Contractual AgreementSPECIAL INSTRUCTIONS (ATTACHMENTS)Report Distribution List/AddresseesReporting ElementsDue DatesAnalysis ThresholdsWork Breakdown StructureOther
89243521RFE000017J-5.5SECTION JATTACHMENT 5REPORTING REQUIREMENTS1.0GENERALThe Strategic Petroleum Reserve Project Management Office will identifyContractor Reporting Requirements. Contractor-generated reports which arenatural products from the Contractor’s internal management systems and whichmeet these requirements, may be submitted for approval by the ContractingOfficer or his designated representative.2.0PROJECT STATUS REPORTThe Contractor will prepare a monthly Project Status Report (PSR). The PSRshall be submitted by the 15th day of each month. In addition, the Contractor willsummarize and present the PSR data at the monthly Project Review.3.0LINE ITEM PROJECTSIf any Line Item Projects are assigned under this contract, additional reportingrequirements may be required; and if so, they will be identified in the TechnicalDirection.4.0OTHER REPORTSContractor shall submit such other reports that may be required by DOE.5.0DISTRIBUTION OF REPORTSThe following reports are to be provided electronically to the identified recipients:REPORT DISTRIBUTION LISTReportManagementPlanRecipientContracting OfficerContracting Officer’s RepresentativeContract Specialist
89243521RFE000017J-5.6REPORT DISTRIBUTION LISTReportProject StatusReportRecipientContracting OfficerContracting Officer’s RepresentativeContract SpecialistQuality ControlPlan/QualityAssuranceSurveillance PlanContracting OfficerContracting Officer’s RepresentativeSafety PlanContracting OfficerContract SpecialistContracting Officer’s RepresentativeContract s/ReportsContracting OfficerContracting Officer’s RepresentativeContract Specialist
89243521RFE000017J-5.7PART III - SECTION JATTACHMENT 5REPORTING REQUIREMENTSMANAGEMENT PLAN1.0GENERALThe Contractor shall submit a Management Plan which meets the requirementsof the outline below. Should significant changes to Management Planinformation occur, updates to the Plan shall be submitted by the Contractor.The “Management Plan” describes the Contractor’s approach to performing theeffort and producing the products identified in the contract and the technical,schedule, cost and financial management control systems to be used to managethat performance. The Plan must be sufficiently comprehensive to describe theplanned execution, management, and results of the work. The Contractor mayreference and attach existing materials (e.g., company personnel managementprocedures) as appropriate.2.0MANAGEMENT PLAN OUTLINEFollowing is an outline covering the minimum necessary information to be addressedby the Contractor.MANAGEMENT PLAN OUTLINEI.EXECUTIVE SUMMARYII.INTRODUCTION/BACKGROUNDIII.PLANNED ancialMANAGEMENT SYSTEMS AND CONTROL ganizationAnalytical Procedures and Systems
89243521RFE000017J-5.8V.ADMINISTRATIVE SYSTEMS AND CONTROLS DESCRIPTIONA.B.C.D.E.3.0SecurityHealth and SafetyPersonnelLegalProcurementF.G.H.I.Information TechnologySubcontractor ControlsQuality Assurance Program/Plan(to include QASP)OtherSPECIAL EMPHASISWithin the Management Plan, the Contractor shall provide special emphasis onthe following:(a)Chart of the Contractor organization showing all positions, lines of authority,and subcontractors. This shall include:(1)A responsibility matrix which shall be developed and included asindicated in Paragraph 3(e) below. A narrative shall be provideddescribing this matrix.(2)The identification of the responsibility and authority of the ProjectManager. This shall include a narrative describing authority of theProject Manager for control over interdepartmental work transfers andsubcontracts and personnel under direct control. A description of theprocess to be followed by the Project Manager in obtaining decisionsbeyond his authority and in resolving priority conflicts for resources notunder direct control of the project shall be required.(b)Policy for assuring continuity of the SPR Staff.(c)Contractor Work Breakdown Structure.The Contractor Work Breakdown Structure (CWBS) shall be furtherexpansion of the SPR Project Summary Work Breakdown Structure(PSWBS). To the extent possible, the Contractor shall provide a productoriented breakdown to the terminal WBS level, below which will be theassociated cost accounts and work packages that identify the detailedefforts, resources, and schedules. The Contractor shall develop, along withthe CWBS, a CWBS/Organizational matrix assigning all elements of theCWBS to the responsible internal functional organizations and subcontracts.The Contractor shall submit the CWBS to the DOE Contracting Officer forreview and approval. The budgeting and reporting of costs by theContractor shall be consistent with the existing PSWBS and current DOEbudget and reporting codes/classifications. The following documents are to
89243521RFE000017J-5.9be used for reference:(1)DOE/MA-0295, Work Breakdown Structure Guide.(2)DOE-PMO Budget and Reporting Classification and Budget Line ItemStructure.A WBS Dictionary shall be submitted in accordance with theaforementioned references for WBS Guidelines.This section shall include management system implementationschedule and description of systems/processes to be used to manageand control this effort.4.0(d)Procedure for estimating, assigning resources to, and controlling contractwork on a task basis. The Contractor shall define the hardware, software,and technical services to be used in project control.(e)Procedure for assuring the quality of the contract deliverables. TheManagement Plan must specify the documents to be delivered under thiscontract. The Plan will identify the individual responsible for eachdeliverable along with the procedures to be used in producing thedeliverables.(f)The Contractor shall prepare and submit a Quality Assurance ProgramPlan/Quality Assurance Surveillance Plan for all work under this contract.(g)Health and Safety Plan. Plan must be conductive to establishing a safework environment and must include processes for handling health andsafety issues.DISTRIBUTION AND NUMBER OF REPORTSThe number of copies of the Management Plan and the distribution of copies aslisted in Report Distribution List.
89243521RFE000017J-6.1SECTION JATTACHMENT 6KEY PERSONNEL(To be completed at Task Order Award)NameTitle
Surface Tablet 5025805 Surface Tablet 5025828 Surface Tablet 5025829 Surface Book 5027788 Surface Book 5027808 Surface Book 5027832
