1. Research Office Support Environment (ROSE)
Intelligence Advanced Research Projects Activity (IARPA)
Research Office Support Environment (ROSE)
Pre-Solicitation Conference
31 August 2010
31 Aug 10 1 1

2. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 2 2

3. Intelligence Advanced Research Projects Activity (IARPA)
Dr. Lisa Porter
Director, IARPA
31 August 2010
This briefing is UNCLASSIFIED
31 Aug 10 3

4. Overview
IARPA’s mission is to invest in high-risk/high-payoff research programs that have the potential to provide the U.S. with an overwhelming intelligence advantage over our future adversaries
This is about taking real risk.
This is NOT about “quick wins”, “low-hanging fruit”, “sure things”, etc.
CAVEAT: HIGH-RISK/HIGH-PAYOFF IS NOT A FREE PASS FOR STUPIDITY.
Competent failure is acceptable; incompetence is not.
“Best and brightest”.
World-class PMs.
IARPA will not start a program without a good idea and an exceptional person to lead its execution.
Full and open competition to the greatest possible extent.
Cross-community focus.
Address cross-community challenges
Leverage agency expertise (both operational and R&D)
Work transition strategies and plans
31 Aug 10 4

5. The “P” in IARPA is very important
Technical and programmatic excellence are required
Each Program will have a clearly defined and measurable end-goal, typically 3-5 years out.
Intermediate milestones to measure progress are also required
Every Program has a beginning and an end
A new program may be started that builds upon what has been accomplished in a previous program, but that new program must compete against all other new programs
This approach, coupled with rotational PM positions, ensures that…
IARPA does not “institutionalize” programs
Fresh ideas and perspectives are always coming in
Status quo is always questioned
Only the best ideas are pursued, and only the best performers are funded.
31 Aug 10 5 5

6. The “Heilmeier Questions”
What are you trying to do?
How does this get done at present? Who does it? What are the limitations of the present approaches?
Are you aware of the state-of-the-art and have you thoroughly thought through all the options?
What is new about your approach? Why do you think you can be successful at this time?
Given that you’ve provided clear answers to 1 & 2, have you created a compelling option?
What does first-order analysis of your approach reveal?
If you succeed, what difference will it make?
Why should we care?
How long will it take? How much will it cost? What are your mid-term and final exams?
What is your program plan? How will you measure progress? What are your milestones/metrics? What is your transition strategy?
31 Aug 10 6

7. The Three Strategic Thrusts (Offices)
Smart Collection: dramatically improve the value of collected data
Innovative modeling and analysis approaches to identify where to look and what to collect.
Novel approaches to access.
Innovative methods to ensure the veracity of data collected from a variety of sources.
Incisive Analysis: maximizing insight from the information we collect, in a timely fashion
Advanced tools and techniques that will enable effective use of large volumes of multiple and disparate sources of information.
Innovative approaches (e.g., using virtual worlds, shared workspaces) that dramatically enhance insight and productivity.
Methods that incorporate socio-cultural and linguistic factors into the analytic process.
Estimation and communication of uncertainty and risk.
Safe and Secure Operations: countering new capabilities of our adversaries that could threaten our ability to operate effectively in a networked world
Cybersecurity
Focus on future vulnerabilities
Approaches to advancing the "science" of cybersecurity, to include the development of fundamental laws and metrics
Quantum information science & technology
31 Aug 10 7

8. Technical Excellence & Technical Truth
Concluding Thoughts
Technical Excellence & Technical Truth
Scientific Method
Peer/independent review
Full and open competition
IARPA is looking for outstanding SETA support for its programs.
31 Aug 10 8

9. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 9 9

10. ROSE Bidders Conference Research Office Overview
Smart Collection
Dr. Edward J. Baranoski
Office Director
31 Aug 10 10 10

11. The Three Strategic Thrusts (Offices)
Smart Collection: dramatically improve the value of collected data
Innovative modeling and analysis approaches to identify where to look and what to collect
Novel approaches to access
Incisive Analysis: maximizing insight from the data we collect, in a timely fashion
Safe and Secure Operations: countering new capabilities of our adversaries that could threaten our ability to operate effectively in a networked world
UNCLASSIFIED
31 Aug 10 11

12. Current Trends in Collection
Ever increasing data flow
More sensors, longer collects
Develop automated tools to distill useful information
Sensing
Automated
Tools
Number of analysts is near constant, and cannot scale with the data
Analyst
Threat
Intelligence
Products
31 Aug 10 12

13. Smart Collection: Closer to the Target
Sensing
Other
Modalities
Automated
Tools
Target
Analyst
Intelligence
Products
Aspects of collection :
Access
Sensing
Reasoning
Communications
Smart Collection: Move to the left in space and/or time
31 Aug 10 13

14. Aspects of Collection Access: Size, footprint, logistics
Hardware, software, etc.
Cyberspace
Sensing: New modalities
HUMINT, biometrics, RF, chemical, biological, etc.
Communications:
Infiltration/exfiltration
Special communciations
Reasoning: Pushing intelligence forward
Reducing redundancy (e.g., updating N-D models of the world)
Interplay between sensing and analysis may ease the load on sensing and/or communications
31 Aug 10 14

15. Smart Collection Biometrics Exploitation Science and Technology
Chris Reed
Michael King
Adam Russell
Biometrics Exploitation Science and Technology
Signal Location in Complex Environments
Tools for Recognizing Useful Signals of Trustworthiness
ATHENA
31 Aug 10 15

16. IARPA-BAA-10-09 Prospects
Research programs to dramatically improve the value of collected data from all sources.
Innovative methods or tools for identifying and/or creating novel sources of new information.
New ways of identifying and assessing collection systems for dramatically improved performance.
Sensor technologies that dramatically improve the reach, sensitivity, size, weight, and power for collection of broad signal or signature types.
Tagging, Tracking, and Location (TTL) techniques.
Electrically small antennas and other advanced RF concepts.
Agile architectures that intelligently distill useful information at the collector.
Innovative means and methods to ensure the veracity of data collected from a variety of sources.
31 Aug 10 16

17. Contact information:
(301)
and,
31 Aug 10 17

18. ROSE Bidders Conference Research Office Overview
Incisive Analysis
Dr. Peter Highnam
Office Director
31 Aug 10 18 18

19. The Three Strategic Thrusts (Offices)
Smart Collection: dramatically improve the value of collected data
Incisive Analysis: maximizing insight from the data we collect, in a timely fashion
Advanced tools and techniques that will enable effective use of large volumes of multiple and disparate sources of information.
Innovative approaches (e.g., using virtual worlds, shared workspaces) that dramatically enhance insight and productivity.
Methods that incorporate socio-cultural and linguistic factors into the analytic process.
Estimation and communication of uncertainty and risk.
Safe and Secure Operations: countering new capabilities of our adversaries that could threaten our ability to operate effectively in a networked world
31 Aug 10 19

20. Heather McCallum-Bayliss
Incisive Analysis
Dewey Murdick
Rita Bush
Arthur Becker
Brandon Minnery
Socio-cultural Content in Language
REYNARD
Knowledge Discovery & Dissemination
Integrated Cognitive-Neuroscience Architectures for Understanding Sensemaking
Foresight and Understanding from Scientific Exposition
Aggregative Contingent Estimation
Automated Low-Level Analysis and Description of Diverse Intelligence Video
John Garofolo
Heather McCallum-Bayliss
Jason Matheny
31 Aug 10 20

21. IARPA-BAA-10-08 Prospects
Programs to maximize insight from the data we collect, in a timely fashion
Understanding how knowledge and ideas are transmitted and change within groups, organizations, and cultures
Analysis of social, cultural, and linguistic data
Multidisciplinary approaches to assessing linguistic data sets
Methods for measuring and improving human judgment and human reasoning
Extraction and representation of the information in non-technical structured documents, including legal and regulatory
Extraction and representation of the information in the nontextual contents of documents, including figures, diagrams, and tables
31 Aug 10 21

22. IARPA-BAA-10-08 Prospects
Understanding and managing massive, dynamic data
Effective analysis of massive, unreliable, and diverse data
Assessing relevancy of new data
Processing noisy audio and speech
Top-down models of visual perception and visual cognition
Analysis of significant societal events
Estimation and communication of uncertainty and risk
Augmented reality applied to analysis
31 Aug 10 22

23. Contact information:
(301)
and,
31 Aug 10 23

24. ROSE Bidders Conference Research Office Overview
Safe and Secure Operations
Dr. Peter Haaland
Office Director
31 Aug 10 24 24

25. The Three Strategic Thrusts (Offices)
Smart Collection: dramatically improve the value of collected data
Innovative modeling and analysis approaches to identify where to look and what to collect
Novel approaches to access
Incisive Analysis: maximizing insight from the data we collect, in a timely fashion
Safe and Secure Operations: countering new capabilities of our adversaries that could threaten our ability to operate effectively in a networked world
UNCLASSIFIED
31 Aug 10 25

26. Safe and Secure Operations
Michael Mandelberg
Karl Roenigk
Bill Vanderlinde
Konrad Vesey
Coherent Superconducting Qubits
Multi-Qubit Coherent Operations
Quantum Computer Science
Circuit Analysis Tools
Advanced Privacy Protection
Securely Taking on New Executable Software Of Uncertain Provenance
Emily Kintzer
Mark Heiligman
31 Aug 10 26

27. IARPA-BAA-10-07 Prospects
Programs to enhance mission performance while assuring the security of information at rest and in motion
Computational methods based on architectures other than digital Turing machines whose attributes are matched to efficient or secure solution of intelligence problems.
optical, analog, biological, brain-based, quantum, or hybrid computing
New approaches to secure transmission of information using optical, electromagnetic, digital packet, chemical, or biological signals.
synchronous and asynchronous communications
bandwidth-constrained digital transmission, and
triage of large data flows.
Detection, classification, and mitigation of attempts by adversaries to manipulate electronic data or networked infrastructure.
Resiliency: approaches to operating securely with imperfect equipment and a compromised network.
31 Aug 10 27

28. Contact information:
(301)
and,
31 Aug 10 28

29. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 29 29

30. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 30 30

31. ROSE Bidders Conference
The Support Environment
Mr. Thomas Kelso
Chief Acquisition Officer
31 Aug 10 31 31

32. Disclaimer
This presentation is provided solely for information and planning purposes
The Pre-Solicitation Conference does not constitute a formal solicitation for proposals
Nothing said at the Pre-Solicitation Conference changes the requirements set forth in the upcoming Request for Proposal (RFP)
The RFP supersedes anything presented or said Today
31 Aug 10 32

33. The IARPA Organization
This is the Focus of ROSE IDIQ Environment
31 Aug 10 33

34. IARPA ROSE IDIQ Environment
Base IDIQ Contract
Anticipate Multiple Awards for Base IDIQ Contract
Establishes an Ordering Period of Five (5) Years
Task Order 1 (for each Base IDIQ Contract)
Program Management (0.5 FTE scalable w/ subsequent task orders)
Nominal Base Award Value
Subsequent Task Orders
Issued in response to TOPR’s from any Research Office or IARPA Program
All IDIQ Awardee’s Provided “Fair Opportunity for Consideration” for any TOPR
Anticipate Release of ~20 TOPR’s at Base IDIQ Contract Award
Additional TOPR’s Released as New Programs are Established
31 Aug 10 34

35. IDIQ Environment (Continued)
Principle is to Optimize Support to IARPA Program Managers & Research Offices
Responsibility for Performance Resides with IARPA PM
Contracting Officer’s Technical Representative (COTR)
Base IDIQ Contract / Task Order 1: IARPA Acquisition Office
Subsequent Task Orders: Research Office Program Analyst or the Supported Program Manager
Contracting Officer’s Security Representative (COSR)
Established at Base IDIQ Contract Level Only
31 Aug 10 35

36. The IARPA ROSE IDIQ Statement of Work (SOW)
31 Aug 10 36

37. 1.0 Scope
Scientific, Engineering & Technical Assistance (SETA) or Technical Consultation Support for any IARPA Program or Research Office
Typically One Task Order per IARPA Program
Multi-Disciplinary (Scientific, Technical, Financial, Programmatic)
All Support Characterized as Advisory & Assistance
What is NOT in Scope?
“Performer” Work for IARPA Programs
Advisory & Assistance for Other Government Agencies
Advisory and Assistance for other ODNI Components
Advisory & Assistance for IARPA Front Office
Administrative / Secretarial Support
Event Planning / Conference Support for Events involving 300+
Performance of Inherently Governmental Functions
Any Tasking Considered “Personal Services”
31 Aug 10 37

38. 2.0 Technical Requirements
Task Orders to support IARPA Programs and Research Offices
Typically ~1.5 Full Time Equivalent (FTE) per Program (Composite FTE)
Specific Requirements Articulated in each Task Order Proposal Request (TOPR)
Capabilities That We Are Looking For
Minimum Bachelors Degree, Advanced Degrees for Most Scientific & Technical Experts
Common Knowledge, Skills, and Abilities
Support Across a Typical IARPA Program Lifecycle
Learn About IARPA Program Technology Areas
Information Briefings from D/IARPA & OD’s
IARPA Program & Seedling Broad Agency Announcements (BAA’s)
Fiscal Year
FY10
FY11
FY12
FY13
FY14
FY15
# “ROSE” FTE
~40
~45
~48
NOTE: Estimated Data in Table Provided for Advanced Planning Purposes Only
31 Aug 10 38

39. Program Lifecycle Support Tasks
Program Concept Development Support:
Analyze and synopsize scientific and operational literature
Survey and summarize operational requirements of the intelligence enterprise
Evaluate state‐of‐the‐art approaches to intelligence challenges
Characterize metrics for technical performance
Assist with preparation for and execution of workshops and proposers’ day meetings. An IARPA proposers’ day is an early engagement with the private sector on a potential upcoming IARPA Program, normally preceding a Program solicitation
Assist in the review of white papers, abstracts, and proposals for new IARPA Programs
Assist with preparation of presentations and other materials for prospective Programs
Program Solicitation, Start-up, and Execution:
Assist with preparation of solicitation materials including Broad Agency Announcements, Requests for Information, and Proposal Review Plans
Assist with the development of Security Classification Guides, as needed
Assist with the coordination of proposal submission and tracking the evaluation process
Assist in reviewing and summarizing technical abstracts, white papers, and proposals
Assist in the analysis of cost proposals
Assist with preparation of source selection documents and briefing materials
Assist with coordination of materials for contract execution and Program kickoff
31 Aug 10 39

40. Program Lifecycle Support Tasks
Program Solicitation, Start-up, and Execution cont:
Provide independent review of test and evaluation methods; coordinate activities with independent test organizations such as Federally Funded Research and Development Centers (FFRDC), Government Laboratories, and University Affiliated Research Centers (UARC)
Evaluate potentially competitive approaches to the Program challenges using public and classified sources
Assist with planning performer site visits and Program reviews
Provide technical and programmatic advice and consultation throughout the Program execution
Assist with tracking progress of performers against Program milestones, assessing performer deliverables, and identifying problems and areas needing added emphasis and focus, and provide written assessments.
Help to identify transition opportunities throughout the Intelligence Community (IC)
Assist with creating Program and financial strategies and plans, generating Program related funding documents, and ensuring effective and efficient execution
Assist with preparation of technical and business related presentations to management
Assist Program Manager & Research Offices with Records Management requirements
Program Completion:
Assist with compilation, distribution, and archiving of Program results
Assist with dissemination of technology and results to prospective customers within the IC, to include the drafting of Memoranda of Agreement (MOAs) with transition partners
31 Aug 10
39a

41. 3.0 Personnel Program Manager SETA1 Technical Consultants1
Responsible for All Aspects of Base IDIQ Contract and all Subsequent Task Orders
Recruitment, Staffing, Retention, Performance Management, Industrial Security, Operational Security, Reporting
SETA1
Fully Cleared to DNI/ISSA/TS Standard
Contractor Intelligence Community (IC) Badge
“Staff-Like” Access to IARPA Facility & Networks
Technical Consultants1
No IC Badge or “Staff-Like” Access
Clearance may range from Unclass to TS/SCI as articulated by TOPR
DNI
DNI
For more complete definitions see IARPA OCI Policy at
31 Aug 10 40

42. 3.0 Personnel (Continued)
Offerors Should Select all Company / Team Internal Labor Categories that may be Applicable for any IARPA Program, based upon:
Understanding of Desired Capabilities (SOW Para 2.0)
Understanding of Current Programs
In Your Proposal, Map/Correlate Your Corporate Labor Categories Against IARPA ROSE IDIQ “Labor Cost Categories”
Labor Cost Category
Range (Fully Burdened Hourly Rate)
Labor Rate 8 –
Labor Rate 7 –
Labor Rate 6 –
Labor Rate 5
– 87.25
Labor Rate 4 –
Labor Rate 3 –
Labor Rate 2 –
Labor Rate 1
86.00 –
Reproduced from ROSE IDIQ SOW Paragraph 3.4, Page 9
31 Aug 10 41

43. 5.0 Deliverables
Base Contract / Task Order 1 Monthly Status Report (MSR)
Provided to Base IDIQ Contract COTR and Contracting Officer
Provides Summary Data for all Subsequent Task Orders
Task Order MSR
Provided to Supported PM or Office Director and Task Order COTR
Quarterly FTE Report
Provided 3 Days after Close of each Government Fiscal Quarter
Provides Accounting of Total Hours Billed
Level of Effort
Delivery / Completion
(Total Hours Billed during Fiscal Quarter)
Composite Quarterly FTE =
480
31 Aug 10 42

44. 5.0 Travel Travel Coordinated with Supported PM or Office Director
International Travel Pre-Approved by Base IDIQ Contract COTR (on rare occasion)
All Travel In Accordance with Federal Travel Regulation
31 Aug 10 43

45. 6.0 Security Clearance Requirements Industrial Security
Program Manager & SETA
Fully Cleared to DNI/ISSA/TS Standard
Technical Consultant
May not require DNI/ISSA/TS
Clearance may range from Unclass to TS/SCI as articulated by TOPR
Industrial Security
Full Compliance with NISPOM & Any Special Requirements Identified Under Subsequent Task Orders
Additional Non-Disclosure Agreements May be Required
31 Aug 10 44

46. 7.0 Facilities
Primary Work Location is IARPA Facility in Washington Metropolitan Area
In Limited Cases, Contractors may work Temporarily at Contractor Facility
No Requirement to Store or Process Classified Materials at Contractor Facility
31 Aug 10 45

47. 8.0 Period of Performance
Base IDIQ Contract Establishes Five (5) Year Ordering Period from Contract Award
Task Order 1 Awarded with Base IDIQ Contract
Subsequent Task Orders Issued Typically as 12 Month Base Period with up to Four 12 Month Option Periods
31 Aug 10 46

48. 9.0 GFE
IARPA Will Provide Adequate Office Space, Automation & General Office Supplies at Government Work Place
IARPA Does Not Anticipate Need for Formal Government Furnished Equipment
31 Aug 10 47

49. 10.0 Applicable Documents IARPA Approach to Managing OCI
National Industrial Security Program Operation Manual (NISPOM)
“An organization may not simultaneously serve IARPA as both a SETA provider and “Performer”. More specifically, if an organization provides SETA support to IARPA in any capacity (to include support to senior staff, front office, research offices, or programs), the organization is not eligible to compete for work as a “Performer” on any IARPA program or seedling effort.”1
For complete statement of policy and definitions see IARPA OCI Policy at
31 Aug 10 48

50. 11.0 Special Considerations
Intellectual Property
All work products will be property of IARPA
Organizational Conflict of Interest (OCI)
Offeror Will be Required to Submit a Certification With Their Proposal Stating that they Acknowledge that Submission of a Proposal in Response to IARPA ROSE IDIQ RFP Indicates Their Desire to Support IARPA as a SETA, and if Selected for Award, Will not Submit nor be Party to any Proposal submitted to IARPA in response to an Applied R&D Broad Agency Announcement
31 Aug 10 49

51. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 50 51

52. Contract Methodology Mr. Jesse R. Carden Contracting Officer 52
31 Aug 10 51 52

53. Contract Information
We anticipate awarding a Indefinite Delivery Indefinite Quantity [IDIQ] type contract. Contract term will be base ordering period of five years. It is anticipated that TOPRs will be awarded for a base period of performance with additional 12 months option periods This is a new requirement. Teaming with other contractors is allowed. We anticipate 5 to 7 prime vendors will be awarded base IDIQ contracts to compete for ROSE Task Order Proposal Request (TOPR) requirements It is anticipated that Firm Fixed Price-Level of Effort (FFP-LOE) type TOs will be issued to satisfy most requirements.
31 Aug 10 52

54. Schedule
We anticipate the following schedule for ROSE. Draft RFP – September 2010 Questions/Comments on Draft RFP - 10 days after draft Final RFP – Mid November 2010 Proposals due - 30 days after RFP release Award(s) – March 2011
31 Aug 10 53

55. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 54 55

56. ROSE Bidders Conference
Questions and Answers
31 Aug 10 55 56

57. ROSE Bidders Conference
AGENDA
9:00 – 9:30 Registration
9:30 – 9:35 Welcome
9:35 – 10:00 IARPA Overview
10:00 – 10:45 Research Offices Overview
10:45 – 11:00 Break
11:00 – 11:30 Research Offices Support Environment
11:30 – 11:45 Contracting Officer
11:45 – 12:00 Questions and Answers
12:00 Closing
31 Aug 10 56 57