SBIRU Industry Day•Escorts/Badges •Restroom Locations •Cell Phones/Laptops •Refreshments •Snacks •Lunch •Smoking •Questions 2 Agenda Time Description 0800-0830 Registration

SBIRU Industry Day March 25 & 26, 2014

Wade Wargo, Contracting Officer

Lee Ann Boyer, Program Manager

Administrative

• Escorts/Badges

• Restroom Locations

• Cell Phones/Laptops

• Refreshments

• Snacks

• Lunch

• Smoking

• Questions

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Agenda

Time Description

0800-0830 Registration

0830-0900 Introduction & Administration

0900-1015 RFP Requirements, Structure, and Evaluation Provisions

1015-1030 Coffee Break

1030-1145 Delivery Order One – Statement of Work, Capability

Requirements, and Course Requirements

1145-1200 Solicitation/Award Timeline

1200-1300 Lunch

1300-1400 Answers to Questions

1400-1500 Partnering/Networking Session

1500-1530 Security Check-out 3

RFP Requirements, Structure & Evaluation Provisions

• IDIQ Contract for 5 years NTE $99M in Orders (no individual order greater than $10M)

• Orders issued on a CPFF, CPIF, CPAF, or FFP basis

• Orders by any federal agency with a SBIR program

• Single IDIQ award recipient with anticipated multiple subcontractors

• Set-aside determined prior to solicitation

• Award based on best value to the government

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RFP Requirements, Structure & Evaluation Provisions (continued)

Section C – Description/Specifications – Purpose of program is training to enable

SBIR/STTR program success and transition/commercialization of products into the Government and private sectors

– Individual delivery orders will specify the statement of work, contract data requirements and other deliverables

– Requirements for Delivery Order 0001 are part of the RFP

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Section D – Packaging and Marking – Shall comply to normal commercial standards

Section E – Inspection and Acceptance – Shall be made by the program officer identified in

each order

Section F – Deliveries or Performance – Ordering period is 60 months

– Delivery or performance requirements will be specified in each order

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Section G – Contract Administration Data – Cost type orders are subject to allowable cost and

fee provisions as well as limitation of cost and funds provisions

– Orders may be incrementally funded

– Ordering Officers can be from any federal agency with an SBIR program

– Payment and Invoicing instructions will be included in each delivery order

– The minimum contract order amount is $25,000


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Section H – Special Contract Requirements – Options may be included in individual orders

– Consent to subcontract/hire consultants may be required in each order

– Travel reimbursement is limited to rates authorized by FAR

– Other Direct Costs are limited and must be specifically authorized in each delivery order

– CORs and Technical Monitors will be established for each delivery order


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Section I – Contract Clauses

The clauses appropriate for each award type and amount will apply to the each delivery order.

Section J – List of Documents, Exhibits, and Other Attachments

Will be corrected to list the correct items including Delivery Order 0001- Statement of Work, Capability Features, Course List, Use Case Demonstration Requirements, and Contract Data Deliverables.

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Section K – Representations, Certifications, and Other Statements of Bidders

Will be revised to represent most recent requirements and to reflect set-aside requirements, if any, determined prior to solicitation issuance.

Section L – Instructions, Conditions and Notices to Offerors

Will be revised to represent most recent requirements and to reflect set-aside requirements, if any, determined prior to solicitation issuance. In addition provisions for electronic submission of proposals will be added.

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Section M – Evaluation Factors for Award

– Evaluation is best value to the Government with technical factors more important than cost

– Technical Factors include: capabilities of proposed solution, understanding of requirement and technical approach, team composition and management plan, past experience performing similar efforts, and the time to provide operational capability

– Cost factors include: cost, cost realism, and commitment to small business

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Delivery Order 0001 Requirements

• The contractor shall develop, host, and maintain a single federal-wide on-line university (SBIRU.com) through which innovative small business technology firms in the United States are provided information and training related to the SBIR and STTR programs, the operation and management of small (i.e., less than 500 employee) research firms, and the efforts necessary to transition technology from early stage research to product manufacturing.

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Delivery Order 0001 Requirements (continued)

• The Contractor is responsible for acquiring and maintaining all software licenses and payment of all use/registration fees associated with the establishment and operation of SBIRU.

• Training delivery shall be available in as many formats and methods as possible and shall maximize use of electronic tools to enable on-demand/just-in-time learning as well as collaboration and interactive group learning (e-learning, virtual classroom, VLE, etc.) without co-location.

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• The contractor is required to establish an initial operating version of SBIRU within 6 months of contract/delivery order award. An initial operational capability shall consist of: – establishment of the SBIRU infrastructure,

– import of existing user profiles,

– registration of new users and creation of new user profiles,

– launch of SBIRU.com website, and

– the ability to deliver training for initial course offerings

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• For new (potential/Phase 0) firms SBIRU shall provide, but not be limited to the following:

– information on the SBIR and STTR programs;

– the solicitations and topics of interest;

– what is required for a good proposal;

– how to determine if the program requirements match the firm’s skills, capabilities, and goals, and;

– where to find assistance in their state or region.

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• For existing SBIR/STTR program participants (Phase I, Phase II and Phase III), the training system delivers courses across a broad spectrum of business and technical disciplines designed to enable both novice and experienced SBCs to achieve program goals.

• See following list of courses.

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Delivery Order 0001 Courses

• SBIR/STTR – Program Basics – Individual Agency

Requirements – Solicitation Reviews – Preparing Proposals – Finding Topics – Finding Partners – SBA Registration

Requirements, SAM, and Other system registration requirements

• Accounting and Finance – Accounting System

Requirements – Allowable and Unallowable

Costs – Audits – Indirect Costs – Payments

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Delivery Order 0001 Courses (continued)

• Contracts and Grants

– Contracts versus Grants

– Deliverables and DD-250

– Government Property

– Roles of the Procuring Contracting Officer and ACO/ Grants Officer and AGO

– Types of Contracts

• Security Concerns

– Classified Document Generation, Storage, and Control

– Personnel and Facility Clearances

– Review before Publication (Sensitive but Unclassified Material)

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• International Trafficking in Arms Regulations (ITAR)*

– Applicability

– “Deemed” Exports and Personnel Concerns

– Export Licenses

• Intellectual Property*

– Patents- Clauses, Filing, Reporting, and Licensing

– Data Rights- Clauses, Marking, Asserting, and Licensing

– Protection and Non-Disclosure Agreements

* These courses are not part of the 6 month Initial Operating Requirement

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• DoD Acquisition* – DoD Acquisition Process and

Requirements Generation – Working with Program

Executive Officers (PEOs) and Program Managers (PMs)

– Working with Prime Contractors/System Integrators

– Commercialization Readiness Program

– Phase III Transition Funding – Transition Readiness Levels

(TRLs) – Manufacturing Plans and

Manufacturing Readiness Levels (MRLs)

• Animal and Human Subject Protections* – Applicability – Pre-Award Requirements

• Quality Assurance* – Test Plans and Operational

Testing – Qualified Products List – Configuration Control

• Partnering Strategies: Working with Labs, Universities, and States* – CRADAs – University Partnering – States

* These courses are not part of the 6 month Initial Operating Requirement

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Delivery Order 0001 SBIRU Features and Operational Functions

• Divided into four system areas – Design and Maintenance of SBIRU – User Management System – Course Management System – Course Content and Delivery

• Specific mandatory and highly desired features are identified. Failure to meet a mandatory feature will make the proposal unacceptable. The more highly desired features a system includes the higher technical evaluation.

• All hardware and software requirements must be met using COTS without any proprietary system changes or add-ons.

• Use Case Demonstrations will be used to validate many mandatory features as part of final selections.

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Key Requirements

• COTS non-proprietary/developmental system provisions.

• Need for SMEs and relevant experience in all aspects of the requirement (on-line services, training management/services, course content delivery).

• Detailed management plan for realizing IOC in 6 months and full operational requirement in 12 months.

• Ability to provide multiple training formats and professional training capability (references, plans, objectives, and testing) across a wide variety of relevant disciplines.

• Capacity to handle huge variability in workload and access requirements efficiently.

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General Provisions

• Requirements for Delivery Order 0001 is basis for cost and technical evaluation

• Solution must address all 3 aspects of the requirement – web portal and cloud services; training management services; and course content and delivery capabilities. Failure to fully and adequately address any area will result in an unsatisfactory evaluation.

• Teaming/partnering to provide expertise across all areas is highly encouraged

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General Provisions (continued)

• Evaluations will include multiple evaluators across multiple agencies.

• Non-government advisors may provide specific expertise but will not perform evaluations.

• Final evaluations will include use case demonstrations designed to evaluate many of the mandatory capability features specified for delivery order 0001.

• The provision of company marketing materials and brochures is not persuasive; however, the provision of copies of COTS software product descriptions may be considered as definitive prior to demonstration.

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Estimated Timeline

Event Date

Solicitation Opens 15 April 2014

Last Day to Submit Questions 15 May 2014

Solicitation Closes 2 June 2014

BAFO Request 10 July 2014

BAFO Due 31 July 2014

Use Case Demonstrations 12-14 August 2014

Contract Award 17 September 2014

Delivery Order 0001 Award 17 September 2014

Kick-off Meeting 1 October 2014

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