Workforce Development and Executive Support Draft PWS.pdf
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PERFORMANCE WORK STATEMENT
FOR
Workforce Development and Executive Program Support
AT
Secretary of the Air Force (SAF) Financial Management and Comptroller (FM) Financial Management
15 August 2025
Controlled by: AFDW/PK CUI Categories: PROCURE Distribution/Dissemination Controls:
FEDCON AFTER AWARD
POC: CO NAME (240-612-xxx)
Contents
SECTION I
1.0 DESCRIPTION OF SERVICES
1.1 General
1.1.1 Scope
1.2 Background
SECTION II
2.0 TASK
2.1 Program Management
2.2 Strategic Planning and Analysis
2.3 Workforce Development
2.4 DoD FM Certification
2.5 Workforce Education and Training
2.6 Enterprise-Wide Mission-Aligned Outreach and Events Support
2.7 FM Hub
2.8 Data Analytics
SECTION III
3.0 SERVICE SUMMARY
SECTION IV
4.0 DELIVERABLES
4.1 SAF/FM Annual Reports
4.2 SAF/FM Monthly Status Reports
4.3 SAF/FM Annual Training Report
4.4 Problem Reports
4.5 Ad Hoc Reports, Presentations, Graphics, and Whitepapers
4.6 Billing
4.7 The Standard Operating Procedure Folder (SOF)
SECTION V
5.0 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, MATERIAL,
INFORMATION, OR SERVICES
5.1 Government Furnished Property, Equipment, Material, Information, or Services
5.2 Contractor Acquired Property
SECTION VI
6.0 GENERAL INFORMATION
6.1 Scheduling Concerns
6.2 Kickoff Meeting/Orientation Meeting
6.3 Transition-In Plan
6.4 Transition-Out Plan
6.5 Quality Control
6.6 Emergency Operations/Mission Essential Personnel
6.7 System for Award Management (formerly CMRA)
6.8 Security Instructions
6.9 Travel
6.10 Employee Accountability & Turnover
6.11 Miscellaneous Paragraphs
SECTION VII
1.0 DEFINITIONS, ABBREVIATIONS, AND ACRONYMS
2.0 Historical Workload Data
SECTION I
1.0 DESCRIPTION OF SERVICES
1.1 General. The Secretary of the Air Force (SAF) Financial Management and Comptroller (FM) Financial Management.
1.1.1 Scope. The scope of this effort involves comprehensive support across multiple key areas to enhance and sustain the Department of Defense (DoD) Financial Management (FM) enterprise. The contractor will integrate and coordinate multi-faceted activities, ensuring the delivery, management, and enhancement of services critical to the FM mission. Efficiency and innovation through continuous process improvement will be key components, focusing on optimizing workflows, implementing best practices, and leveraging advanced technologies. This will drive improvements in strategic planning, workforce development, certification management, education and training, outreach, data analytics, and overall program management.
The goal is to create a more agile, effective, and responsive FM enterprise capable of meeting evolving demands and achieving mission success.
1.2 Background. The SAF/FM Workforce Management and Executive Services Directorate (SAF/FME) is responsible fora wide range of strategic, operational and tactical level workforce management/development, and executive support functions in support of the Assistant Secretary of the Air Force (Financial Management and Comptroller). SAF/FME’s mission is to deliver first rate customer service, putting people first, through efficient & effective use of resources & personnel. SAF/FME does this through strategic-level planning, human capital management, force development and financial career field management across the enterprise, which includes establishment and maintenance of workforce career planning, management oversight and sustainment of DoD FM Certification program, and functional HR health. SAF/FME is responsible for management of enterprise-wide workforce initiatives in supporting approximately 13,000civilian and military personnel. The directorate provides oversight of FM deployment, development, and contingency training. It maintains mission-aligned outreach to include the development, production, distribution, marketing, and maintenance on behalf of the enterprise. SAF/FME also maintains and administers robust platforms and products to include functional website advancement and sustainment, as well as the provision of professional development opportunities, system accesses and licenses to support a collaborative and engaged FM workforce to carry FM into the future. Additionally, SAF/FME develops, maintains, and supports the DAF FM 5-Year Plan, and subsequent workforce/ Human Capital initiatives including goal and objective tracking and reporting. It provides messaging and mission briefings to the Executive board of directors and other strategic-level engagements with DoD/FM entities.
To do this, SAF/FM must remain agile and fully capable of effective and efficient engagement on workforce management, development, education, human capital management as well as 5- Year planning for the functional enterprise.
SECTION II
2.0 TASK
2.1 Program Management
The contractor shall provide program management to integrate, coordinate, and manage activities needed to deliver the services required by this contract. The contractor shall provide program management to integrate, coordinate, and manage activities needed to deliver the services required by this contract. The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this effort. The contractor shall identify a Program Manager (PM) to make work assignments, manage the efforts of contractor personnel, to include acclimation and training and to act as the single point of contact between contractor personnel assigned to support this effort and the Government.
2.1.1 Through the PM, the contractor shall provide cross-cutting task deliverables and manage timeliness, completeness, and quality of services. The PM shall provide effective supervision and management of all contractor personnel, including subcontractors;
quality control of products; timely identification of issues; and effective corrective action plans.
2.1.2 The contractor shall deliver a Monthly Status Report (MSR). (Deliverable 1.1) The purpose of the MSR is to assist the Government with contract surveillance and to provide support for the monthly invoice. As approved by the Government, the MSR shall include, but is not limited to, a summary of accomplishments and work in progress for the reporting period; a listing of contractor employees, work assignments, and level of effort to support accomplishments and work in progress during the reporting period; and identification of any issues or challenges with completed or proposed courses of action.
The MSR shall include a Contractor Control List (CCL). The CCL is essential for managing access to the Government’s environment and ensuring the timely removal or disablement of contractor physical or logical access. The CCL shall include only those contractor employees who are actively supporting the DAF during the reporting month.
Additionally, the CCL must document any new additions or departures that occur within that month. Contractor employees who have departed prior to the reporting month shall not be included in the monthly CCL submissions.
2.1.3 The contractor shall deliver, maintain, and follow a Contract Management Standard Operating Procedure (CMSOP) (Deliverable 1.2). The CMSOP shall document the internal business processes used by the contractor and Government to manage and administer the contract. The CMSOP shall include the following processes:
2.1.3.1 Onboarding, to include all actions starting with submission of Visitor Access Request (VAR) and Non-Disclosure Agreement (NDA) then ending with contractor employee in place and fully provisioned with required workspace, physical access, and logical access. The onboarding process shall include submission of DD 2875, System Authorization Access Request, completion of required Cyber Awareness training, and notification/coordination with appropriate Government personnel such as COR and FME security manager.
2.1.3.2 Off-boarding. The contractor’s off-boarding process shall ensure timely out-processing with Government security to discontinue physical and logical access for employees who no longer require access. This process shall include notification and/or coordination with the COR, submission of deactivation DD2875, and turn-in of contractor’s Common Access Card (CAC) and any GFE to appropriate Government personnel.
2.1.3.3 GFE issuance, turn-in, accountability, and other related processes (e.g. laptop image updates)
2.1.3.4 Invoice submission and acceptance.
2.1.3.5 Work locations and notification procedures during Government closures or inclement weather.
2.1.3.6 Other business processes as identified by the Government.
The intent of the Government is to have well-defined, commonly understood, repeatable contract management business processes.
2.1.4 The contractor shall schedule and conduct a Post-Award Orientation (PAO) (Deliverable 1.3) within seven calendar days of the start of performance. The purpose of the PAO is to ensure a shared understanding of the contractor’s approach to the requirement and to open the lines of communication between the Government and contractor. The PAO shall include an overview of the contractor’s technical approach, a milestone schedule showing base period activities and deliverables, and an organization chart showing proposed personnel. The contractor shall provide draft PAO slides three calendar days prior to the event. The contractor shall provide minutes of the PAO with a list of attendees for Government approval within two business days after the event.
2.1.5 The contractor shall attend meetings, as needed, to discuss contract performance and staffing with the Contracting Officer, COR, FME Director, and/or other Government officials. The contractor shall also provide In-Progress Reviews (IPR), as, required by the Government. (Deliverable 1.4)
2.1.6 The contractor shall develop and execute a Transition-Out Plan (Deliverable 1.5) to facilitate the accomplishment of a seamless transition from the incumbent to incoming contractor and/or Government personnel at the end of the contract. Contractor shall provide transition plan no later than 120 days prior to the expiration base year and each option year. The contractor shall convene weekly or as required Transition Out meetings to report transition status. The Transition-Out Plan shall include the following:
• Points of contact for Government, and incoming and outgoing contractors
• Transition schedule and milestones
• Status of Work In Progress
• Location of technical, program and project management documentation
• Disposition of GFE
2.1.7 Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. Master’s degree required
b. Ability to manage multiple tasks and priorities within schedule and resource constraints
c. Active Secret Clearance
2.1.7.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
a. Minimum 10 years' experience performing tasks as described in 2.1, including at least 4 years supervisory management of task orders of similar size and complexity.
b. Experience shall include minimum 4 years’ experience in DoD and DAF Financial laws, regulations, and guidance.
2.1.7.2 Thorough understanding of:
a. Title 10 U.S.C. § 9022 Financial Management
b. DoD7000.14-R, Financial Management Regulation
c. 5 USC §4103. Establishment of training programs
d. NDAA 2012
e. CFO Act 1990
f. DoDD 5118.03, Under Secretary of Defense (Comptroller)/Chief Financial Officer, Department of Defense (USD(C)/CFO).
g. DoDI 1400.25_v250, DoD Civilian Personnel Management System: Civilian
Strategic Human Capital Planning (SHCP)
h. DoDI 1300.26, AFI 65-117 , DoD Financial Management Certification Program
i. DoDI 1322.10, Policy on Graduate Education for Military Officers;
j. DoDD 1322.18, Military Training;
k. DoDI 1322.26, Distributed Learning (DL);
l. DoDI 1322.31, Common Military Training;
m. DoDI 1400.25, Volume 410, DoD Civilian Personnel Management System:
Training, Education, and Professional Development;
n. DoDI 1430.16, Growing Civilian Leaders
2.2 Strategic Planning and Analysis
IAW 10 USC § 9022, SAF/FME provides long-term planning, communications, decision support and program management support for the development, implementation and sustainment of FM initiatives that support DoD/DAF 5-Year Plans, innovation and capabilities world-wide. The contractor shall:
2.2.1 Provide strategic-level analysis and develop recommendations to support the construct of FM 5-Year Plans as required. This support includes communication, facilitation/recording at various boards/groups, monitoring and reporting on progress towards goals and objectives. Provide reports and updates as required for the above-mentioned output including any recommended changes to potentially be incorporated into the next issuance of the Department of the Air Force FM 5-Year Plan. (Deliverable 2.1)
2.2.2 The contractor will support and prepare strategic-level initiatives, recommend changes, briefing slides/templates, scheduling, and pre-briefs to support executive level planning meetings (Executive Sessions) conducted at a minimum of four times annually. To include recording minutes and due outs for each session. Additionally, the contractors are to provide a certified facilitator for Executive Sessions and other strategic-level events as required. (Deliverable 2.2)
2.2.3 The contractor will work closely with Government Subject Matter Experts (SMEs) to take direction and input, translating information into comprehensive digital content. Contractor will be responsible for implementing the Government's ideas and feedback, independently developing and building digital training tools utilizing current approved platforms.
2.2.4. Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. Master's degree in Strategic Planning, Public Policy, Business Administration, or Financial Management
b. Active Secret Security Clearance is required.
2.2.4.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
a. Demonstrated experience in DoD and DAF Financial laws, regulations, and guidance.
b. Minimum 10 years related experience performing tasks as described under 2.2, with at least 5 years supporting DoD, to include;
1. Experience shall include a minimum of 2 years' experience providing consistent support of developing high-quality executive briefs, reports, and meeting minutes, and to coordinate actions and due outs from senior leadership forums.
2. Experience shall include a minimum of 5 years' experience supporting strategic-level planning and coordination efforts, including development and execution of long-range plans (e.g., 5-Year Plans), and facilitation of executive level events within DoD, DAF desired.
3. Experience shall include demonstrated 7 years of experience and execution of planning and facilitating executive/senior leadership events with at least 70 members.
2.2.4.2 Thorough understanding of:
a. 10 USC § 9022. Financial management
b. CFO Act of 1990
2.3 Workforce Development
SAF/FM provides the development, implementation, and sustainment of workforce development projects of varying scope across the DAF Financial Management enterprise. Projects/programs are cradle to grave consistent with current and future DAF capability requirements which impacts the development of the FM workforce. The contractor shall:
2.3.1 Assist in the development, launch and sustainment of a wide range of directed FM initiatives, FM competencies, vectoring, projects and products (e.g., FM Force Development Primer, Validation of FM Competencies, website/platform tools etc.)
to ensure success of SAF/FM goals and objectives in workforce development.
2.3.1.1 Provide decision support and assistance with tracking, assessing, capability analysis, and measuring/reporting for each directed initiative or project.
2.3.1.2 Provide analysis of learning systems capability and management of data generated from automated interfaces including required learning management systems (LMS) or training and educationwarehousing, documentation or delivery mediums including system interface troubleshooting.
2.3.2 Assist with FM Competency development, review and validation efforts related to the FM workforce. Provide assessments of DAF competencies that may need to be added or deleted and proficiency levels that based on changes in the Department of the Air Force Financial Management strategy, require adjustment.
Maintain and update FM career roadmaps at least bi-annually or when determined by SAF/FME leadership. (Deliverable 3.1)
2.3.3 Provide analysis to support SAF/FME identification of
training/competency/skill gaps and provide recommendations to the education and training board for consideration. (Deliverable 3.2)
2.3.4 Provide complete analysis and support in the development of policy and procedures related to workforce development activities or projects as required.
(Deliverable 3.3)
2.3.5 The contractor will work closely with Government Subject Matter Experts (SMEs) to take direction and input, translating this information into comprehensive digital content. Contractor will be responsible for implementing the Government's ideas and feedback, independently developing and building digital training tools utilizing current approved platforms.
2.3.6 Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. At journeyman level, an associate’s degree in field related to task.
b. At senior level, a bachelor’s degree in field related to task.
c. Active Secret Security Clearance is required.
2.3.5.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
At the journeyman level:
a. Minimum 3 years of progressive experience supporting organizational change management, human capital development, workforce training, and/or process improvement for State and/or Federal Government agencies and/or large, complex companies (greater than 1,000) employees performing the same or similar effort as described in workforce development.
i. Experience shall include a minimum of 2 years’ experience in developing, launching, and sustaining enterprise-wide training or competency initiatives, including learning management system (LMS) integration and performance assessment tools.
ii. Experience shall include a minimum of 2 years’ experience working with SMEs to translate strategic workforce goals into digital training tools, career roadmaps, and education policy recommendations
At the senior level:
a. Minimum 10 years of progressive experience supporting organizational change management, human capital development, workforce training, and/or process improvement for State and/or Federal Government agencies and/or large, complex companies (greater than 1,000) employees
i. Experience shall include a minimum of 5 years’ experience assisting in the coordination, tracking, or delivery of training and competency development initiatives, including data entry and system troubleshooting in LMS or digital platforms.
ii. Experience shall include a minimum of 3 years senior/executive level experience and ability to support the development of career roadmaps, training content, and workforce analysis products under the direction/oversight of Government leads or senior contractor personnel.
2.3.5.2. Thorough understanding of:
a. DoDI 1400.25_v250, DoD Civilian Personnel Management System: Civilian
Strategic Human Capital Planning (SHCP)
b. DoDI 1300.26, AFI 65-117 , DoD Financial Management Certification Program
c. DoDI 1322.10, Policy on Graduate Education for Military Officers;
d. DoDD 1322.18, Military Training;
e. DoDI 1322.26, Distributed Learning (DL);
f. DoDI 1322.31, Common Military Training;
g. DoDI 1400.25, Volume 410, DoD Civilian Personnel Management System:
Training, Education, and Professional Development;
h. DoDI 1430.16, Growing Civilian Leaders
i. 10 USC § 9022 Financial Management
j. 5 USC §4103. Establishment of Training Programs
2.4 DoD FM Certification
The Department of the Air Force (DAF) requires capabilities to operationalize policy and procedures including implementation and sustainment of the DoD FM Certification Program for the financial management enterprise. The contractor shall provide DoD FM Certification Program (DFMCP) expertise for the Department of the Air Force in support of this requirement. The contractor shall provide professional expert personnel, to establish and implement these objective and initiatives across the DAF enterprise.
2.4.1 Perform Lead Component Administrator (CA) duties in accordance with DoDI 1300.26, AFI 65-117 and OUSD(C) policy, to include tracking initial certification and continuing education and training (CET) status for the entire Department of the Air Force. Assist Command and Field Level CAs and provide Assessment and Approval (A2) support for SAF/FM headquarters level personnel.
Provide complete analysis and development of metrics associated with each project or initiative related to workforce development and report results and solutions to government leadership through SAF/FME. Assist SAF/FME in training the
Department of the Air Force workforce on imperatives of the FM Certification program.
2.4.1.1 The contractor shall respond to inquiries sent to SAF/FME established mailbox concerning FM Certification. (Deliverable 4.1)
2.4.1.2 The contractor shall manage and update DAF FM Certification SharePoint information and TEAMS Page. (Deliverable 4.2)
2.4.2 Assist SAF/FME project leads with messaging, briefings and training with stakeholders (MAJCOM/FLDCOM/COCOMs, OSD, AFRC, ANG, AFAA, or other FM customers) within established OSD and DAF guidelines. Conduct FM Certification training sessions at least once per quarter or as directed by SAF/FME (initiative or project specific) for the Department of the Air Force Enterprise to ensure FM member familiarization with specific program requirements of workforce development initiatives. Training may require travel. (Deliverable 4.3)
2.4.3 Perform course mapping duties in accordance with DoDI 1300.26, AFI65-117 and OUSD(C) policy. Submit Course-to-Competency (C2C) alignment for all component developed courses or those submitted by the workforce, to include submitting required documentation to OSD for academic or commercial courses. Sustain DAF FM course inventory to include completing revisions, or component course inventories/inquiries as required by OSD or DAF.
2.4.4 Perform FM Certification monthly status meetings with FMEW personnel, prepare slides/agenda to support meeting with FME leadership. Maintain documentation on provided share drives. (Deliverable 4.4)
2.4.5. The contractor shall maintain and update and the DAF FM Certification Status Dashboard.
2.4.5.1. Contractor shall be responsible for aggregating data from multiple sources to include DCPDS, milPDS and FM LMS to present a comprehensive view of current certification compliance and maintenance.
2.4.5.2. Contractor shall provide documentation and training to Command and Unit CAs to on the DAF FM Certification Dashboard to facilitate effective utilization.
2.4.5.3. Contractor shall ensure the dashboard aligns with DAF FM and Office of the Under Secretary of Defense, Comptroller (OUSD(C)) certification requirements, allowing for referencing of individual certification status to identify compliance gaps.
2.4.6. The contractor shall integrate robust metrics and analytics capabilities into the interactive dashboard to provide actionable insights into workforce development.
2.4.6.1. Contractor shall incorporate analytics tools that can generate various reports and visualizations for high-level overviews and detailed analysis of certification progress.
2.4.7. Contractor shall provide documentation and training for the interactive dashboard to government leads.
2.4.7.1. The contractor shall provide detailed documentation and user training materials to facilitate effective utilization of the dashboard, including offering training sessions and technical support as needed.
2.4.8. Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. At journeyman level, an associate’s degree in a field related to financial management, adult education, human capital, or business administration
b. At senior level, an Bachelor’s degree in a field related to financial management, adult education, human capital, or business administration.
c. Active Secret Security Clearance
2.4.8.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
Journeyman level:
a. Minimum 3 years’ experience serving as a Component Administrator (CA) or equivalent within the last 5 years, with working knowledge of DoDI 1300.26, AFI 65-117, and the FM Certification Program (DFMCP).
i. Experience shall include a minimum of 3 years supporting DoD financial management
ii. Experience shall include a minimum of 2 years' experience tracking FM certification/CET status
Senior level:
a. Minimum 10 years supporting DoD financial management
i. Experience shall include a minimum of 4 years’ experience serving as a Lead Component Administrator (LCA) at OUSD(C) or Component level within the last 5 years, with working knowledge of DoDI 1300.26, AFI 65- 117, and the FM Certification Program (DFMCP).
ii. Experience shall include a minimum of 5 years' experience in course to competency (C2C) mapping for DFMCP, tracking certification/CET status, delivering enterprise training, and managing FM certification content via SharePoint and Teams.
2.4.8.2. Thorough understanding of:
a. NDAA 2012
b. DoDI 1300.26, AFI 65-117 , DoD Financial Management Certification Program
c. DoD7000.14-R, Financial Management Regulation
d. 5 USC §4103. Establishment of training programs
2.5 Workforce Education and Training
SAF/FME develops education and training plans; proposes education and training opportunities to sustain and improve DAF FM workforce members at a high-level; fully develops, tests, fields and sustains high quality SAF/FM approved training initiatives in the correct format for web-based deployment and execution; works with FM training requirement owners to provide for the widest distribution and availability of developed training courses in concert withSAF/FM goals and objectives to include maximizing successful completion of developed training courses by FM members. The Contractor Shall:
2.5.1 Draft fully coordinate and submit thru SAF/FME for approval an Annual Training Plan in support of educating and training the DAF FM workforce. Include an analysis of training availability gaps and training needs as directed by SAF/FME and workforce usage of training courses provided. Also advise and provide recommendations for deletion, addition or change in all training courses available (Deliverable 5.1).
2.5.2 Fully develop (draft storyboards, mockups, builds and ensure 508 compliance), test, deploy in the correct format for web-based deployment on a variety of DAF or DoD training delivery platforms, sustain and report on all approved education and training initiatives for use Department of the Air Force wide. Develop FM approved topics and coursework to include developing course syllabus, update and maintain training plans/curriculum, develop scenarios, provide handouts, and training aids in support of workforce education and training. Review content on an annual basis, provide recommendations and update as required by SAF/FME (Deliverable 5.2).
2.5.2.1 Assist SAF/FM with marketing fielded education and training courses to maximize usage, ensure a high level of successful completions and measure effectiveness of completed and fielded training initiatives to inform and focus future sustainment efforts and new initiatives. Conduct student surveys of active training courses under the preview of SAF/FME.
2.5.2.2 Maintain SAF/FM created and deployed courses on any DoD training delivery platform or learning hub to ensure that the deployed courses remain viable and ensure adjudication of user identified course deficiencies and assist with user online interface issues. To include convert written, graphic, audio, and video components to compatible Web formats by using software designed to facilitate the creation of Web and multimedia content.
2.5.2.3 Adhere to all DAF network policies, updates and deliverables of maintenance while maintaining sites.
2.5.2.4 Provide analysis of learning system(s) capability and management of data generated from automated interfaces including required learning management systems (LMS) or training and education warehousing, documentation or delivery mediums including system interface troubleshooting.
2.5.2.5 Assist SAF/FME in the performance of Department of the Air Force led curriculum refresh and or rebuild duties and provide analysis to support SAF/FME identification of gaps and provide recommendations for changes in workforce development initiatives or projects designed to improve development of the DAF FM Workforce.
2.5.3 Perform a complete review and statistical analysis on all training courses developed and deployed by SAF/FME to include a complete analysis of training availability, FM member and other member usage, successful and unsuccessful training completions, user identified deficiencies, user interface issues identified/resolved to determine if SAF/FME are meeting DAF needs. Include an analysis of courses developed and deployed by other sources to ensure minimum duplication and to ensure relevance of SAF/FME developed courses remains high (Deliverable 5.3).
2.5.3.1 Provide data gathering, analysis and recommendations for an optimal set of delivery methods for all FM education and training materials, including platform of delivery (classroom based or virtual learning), performance support materials and/or blends of various methods related to workforce education and training.
2.5.3.2 Provide assistance with decision support, tracking, assessment, capability analysis, and measurement/reporting for each directed initiative or project.
2.5.4 Assist in the coordination, management, and integration of FM functional policies and procedures ensuring that SAF/FM goals and objectives are being met in terms of training delivery by DAF enterprise stakeholders and cross-functional partners (i.e.
Financial Management Learning Center (FMLC), FM Career Field Team (FM CFT), Resource Training Center (RTC), Defense Financial Management & Comptroller School (DFM&CS) etc.). This includes close coordination and analysis throughout the planning and execution phases with Financial Management Learning Center (FMLC), SAF/FM and stakeholders across the DAF/FM enterprise.
2.5.4.1 Assist SAF/FME project leads with messaging, briefings and training with stakeholders (MAJCOM/FLDCOM/COCOMs, OSD, AFRC, ANG, AFAA, or other FM customers as identified by the government) within established OUSD(C) and DAF guidelines.
2.5.4.2 Provide the tactical level support, analysis, and recommendations for the Department of the Air Force Education and Training Working Group conducted four times annually.
2.5.5. The contractor will work closely with Government Subject Matter Experts (SMEs) to take direction and input, translating this information into managing comprehensive digital content. They will be responsible for implementing the Government's ideas and feedback, independently developing and building digital training tools utilizing current approved platforms.
2.5.6 Provide input to the WFD Education and Training monthly status meetings with FMEW personnel to support meeting with FME leadership.
2.5.7. Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. At junior level, an associate’s degree in a related field.
At senior level, a bachelor’s degree in a field related to financial management, education and training, instructional design, human capital, or business administration.
b. Active Secret Security Clearance.
2.5.7.1 Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
At junior level:
a. Minimum 2 years' experience supporting training development, instructional content creation, or education delivery for large organizations, ideally within a DoD or federal agency context.
i. Experience shall include a minimum of 1 year experience supporting the design, testing, deployment, and maintenance of web-based or blended learning products using current DAF platforms.
ii. Experience shall include a minimum of 1 year experience assisting with data collection, analysis, and course marketing to improve FM training accessibility and completion rates.
At senior level:
b. Minimum 7 years’ experience developing, delivering, and maintaining enterprise-wide training programs for the DoD or federal agencies.
i. Experience shall include a minimum 7 years’ experience conducting training gap analyses, usage reporting, and effectiveness metrics, and providing strategic recommendations for course development, sustainment, and deployment.
ii. Experience shall include a minimum 5 years experience in digital course design, including 508 compliance, LMS integration, and platform troubleshooting across DoD-authorized training systems.
At junior level for graphic design:
c. Minimum 3 years' of progressive experience creating visual design products supporting training/workforce development products, organizational communication, marketing, or branding objectives.
i. Experience shall include designing and producing enterprise-wide training/workforce development products, training course visuals, digital and print materials, including infographics, presentations, social media graphics, and marketing collateral.
ii. Experience shall include a minimum of 3 year experience using industry-standard design software (e.g., Adobe Creative Suite) to develop creative content aligned with brand and style guidelines.
iii. Experience shall include collaborating with SMEs to translate complex technical or policy information into clear, visually engaging, and accessible graphics for various audiences.
2.5.7.2. Thorough understanding of:
a. DoD7000.14-R, Financial Management Regulation
b. 5 USC §4103. Establishment of training programs
c. NDAA 2012
d. DoDI 1300.26, AFI 65-117, DoD Financial Management Certification Program
e. DoDI 1322.10, Policy on Graduate Education for Military Officers;
f. DoDD 1322.18, Military Training;
g. DoDI 1322.26, Distributed Learning (DL);
h. DoDI 1322.31, Common Military Training;
i. DoDI 1400.25, Volume 410, DoD Civilian Personnel Management System:
Training, Education, and Professional Development;
2.6 Enterprise-Wide Mission-Aligned Outreach and Events Support
SAF/FME provides a myriad of Events and outreach products to the field, that require development, as well as the use and maintenance of several different delivery options or platforms for the warehousing or dissemination of messaging to the FM Workforce. SAF/FME also provides customer engagement and event activities in support of workforce development requirements. (Deliverable 6.1). The Contractor shall:
2.6.1 Draft and provide a comprehensive mission-aligned outreach plan, perform an analysis of current environment, assess what is missing and needs to be addressed enhance communications, work with FME team on message conveyance, address delivery mediums, identify key audience and create a plan on when and how to share information. Provide a timeline for plan completion and a list of people responsible for these tasks. Review and update yearly.
2.6.2 Provide efficient and effective communication processes, procedures and products to support SAF/FM and other SAF/FME affiliated offices including external customers such as but not limited to the Air Force Audit Agency (AFAA), FM Career Field Team (CFT), and US Space Force (USSF) that have applicability to support of DAF FM outreach initiatives.
2.6.3 Draft, develop, gain approval for, disseminate and track user engagements or usage metrics for approved outreach plan and event resources including publications, brochures, flyers, social media, videos, or webcasts/podcasts, teleconferencing events via all platforms available to the DAF FM Community or other customers such as AFAA, ANG, AFR, USSF or OUSD(C).
2.6.3.1 Draft, develop, edit, coordinate, gain approval for and distribute the digital Air Force Comptroller Magazine (three times per year) and the SAF/FM online newsletter (9 times per year) consistent with SAF/FME direction.
2.6.3.2 Review, edit, update, produce and publish/distribute the FM Development Primer as directed by SAF/FME.
2.6.3.3 Maintain SAF/FM websites, social media sites, and share point drives as appropriate to ensure continuous and effective engagement with the FM workforce.
2.6.3.4 Support SAF/FM in facilitating webcasts and broadcasts that support FM development programs.
2.6.3.5 Prepares input for SAF/FMEW contribution to SAF/FME portion of the annual history report. Input chronicles significant events and accomplishments of the directorate, which documents information on key events, especially those that might normally go unnoticed for Work Force Development.
2.6.4 Coordinates with SAF/FMEW along with the Career Field Manager(s) (CFM) and the CFT on development, production, and publishing of DAF FM Officer, FM Enlisted and FM Civilian career field developmental road maps and other developmental products as required. Assist in the creation, dissemination, and tracking of products to include recommendations for updates, revision, or replacement as required.
2.6.5 Provide cutting edge management support for events (Executive Sessions, National Society of Defense Financial Managers (SDFM) PDI etc.). Provide support and coordination with event coordinators and government lead on all activities leading up to and including the day and week of all events (Deliverable 6.2) (in person and virtual support).
2.6.5.1 Provide a certified facilitator for Executive Sessions and other strategic-level events as required. Contractor shall be responsible for the logistics leading up to the event to include working directly with the on-site points of contact to ensure facility, meals, lodging, room set-up and other requirements are met. Contractor will develop templates for briefings, draft messaging to participants, track registration/attendance and assist in resolving issues (Deliverable 6.3).
2.6.5.2 The contractor is responsible for overall planning and operational support for DAF participation in SDFM PDI DAF Community Day. Support includes event pre-planning, speaker assignment, workshop development, audio/video support, registration activities, award presentation, development and review of workshop presentation and day of events activities and operations (Deliverable 6.4).
2.6.5.3 The contractor shall be responsible for all assigned SAF/FME event activities leading up to and including the day and week of events, including but not limited to coordinating with SDFM National chapter representatives in planning and executing.
Responsibilities include developing brochures, posters, creating and operating the SAF/FM Workforce Development display booth and associated video and graphic development, as well as transporting materials, setting up, and tearing down in support of events.
2.6.5.4 Contractor will be responsible for booth setup and manning for the duration of the event.
2.6.6 Draft, develop, and gain approval for a marketing strategy to promote SAF/FME platforms, websites, products and services to the workforce. Improve FME’s online presence using the Internet and other methods of marketing. Also using expertise to reach different demographics, geographic locations, age or education levels, military etc.
using social media, search engines, blogging, videos, email and more.
2.6.7 Perform WFD Mission-Outreach and Events monthly status meetings with FMEW personnel, prepare slides/agenda to support meeting with FME leadership.
2.6.8. Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. At journeyman level, a high school diploma.
At senior level, a bachelor’s degree in communications, public affairs, marketing, event management, or a related field.
b. Active Secret Security Clearance is required.
2.6.8.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
Journeyman level:
a. Minimum 3 years of progressive experience supporting organizational communications, human capital initiatives, workforce training, or event planning within large federal agencies or organizations exceeding 1,000 employees.
i. Experience shall include a minimum of 3 years’ experience assisting with the creation, coordination, and dissemination of outreach products and event support materials, including tracking engagement and assisting with logistics for virtual and in-person events.
ii. Experience shall include a minimum of 3 years’ experience supporting content updates for websites, newsletters, SharePoint, and social media platforms in alignment with established communication plans.
Senior level:
a. Minimum 10 years of progressive experience supporting strategic communications, event coordination, and stakeholder engagement for State and/or Federal Government agencies and/or large, complex companies (greater than 1,000) employees.
i. Experience shall include a minimum of 8 years’ experience supporting cross-functional collaboration, facilitating executive-level forums, and producing outreach materials
ii. Experience shall include a minimum of 5 years’ experience developing and executing enterprise outreach strategies, managing high-visibility events (e.g., Executive Sessions, PDI), and overseeing digital content and communications products (e.g., newsletters, podcasts, social media, SharePoint sites).
2.6.8.2. Thorough understanding of:
a. 10 USC § 9022 Financial Management
2.7 FM Hub
SAF/FME is the host of information Hub for FM personnel to share and access FM-related information. It includes resources for major functional areas including Accounting, Budget, Cost, Financial Operations, Education and Training, and Quality Assurance, workforce development tools, and continuum of learning information. Users can search for resources by topic area, read news and periodicals, access the Key Personnel digital directory, review strategic crosswalk, access training resources, and more. The Contractor shall provide frontend and backend support for entire site (Deliverable 7.1):
2.7.1 Maintain website using DAF platform to edit, revise, update and/or create new textual/minor graphical content. Be responsible for consultation and guidance on use of website to FM workforce (tutorial videos, demos, and handouts/guides), regular monitoring and updating to ensure collaborative performance monitoring and clearly defined support protocols with the hosting provider to ensure optimal functionality across all major browsers, protect and update website code as needed, work with DAF network personnel to ensure regular backups of site information so that it may be fully restored in case of loss. Provide consultation, advice, and data analytics (the collection, reporting and analysis of the website) to SAF/FME in the monthly status report and a yearend all-inclusive report (site visit, discrepancy reports, search data, etc.). Translate capabilities requests into requirements, coordinate activities/state priorities, content management and helpdesk support. Implement ideas for marketing website to FMers to gain increased participation and site visits. Provide continuous monitoring of website functionality to ensure that everything is working as it should and update when necessary.
2.7.1.2 The contractor shall respond to all maintenance requests from the client within 24 business hours via e-mail or phone by acknowledging receipt of the request and providing an estimated completion date for each action item. If additional time is required due to factors beyond the contractor’s control, the contractor shall notify the Government lead or Contracting Officer’s Representative (COR) to request an extension.
2.7.1.3 Adhere to all DAF network policies, updates and deliverables of maintenance while maintaining of the site
2.7.1.4 Design user interface throughout the site, focus on user experience through , 508 Compliance, upload coded content including “flip book” news features, performs content sustainment, and iterative testing
2.7.1.5 Develop and implement application logic, develop database(s), synchronize update activities with database administrators, checks security compliance, performs updates based on security requirements, Tier 2 helpdesk (coding), and iterative testing.
2.7.1.6 Perform Hub monthly status meetings with FMEW personnel, prepare slides/agenda to support meeting with FME leadership.
2.7.1.7 The contractor will work closely with Government Subject Matter Experts (SMEs) to take direction and input, translating this information into comprehensive digital content. Contractor shall be responsible for implementing the Government's ideas and feedback, independently developing and building digital tools utilizing current approved platforms without Government training.
2.7.1.8. Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. At journeyman level, an associate’s degree in STEM field.
b. At senior level, a bachelor’s degree in STEM field.
c. Active Secret Security Clearance.
2.7.1.7.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
Journeyman level:
a. Minimum of 3 years’ experience supporting enterprise-level website content and development, including basic ColdFusion-based maintenance.
i. Experience shall include a minimum of 2 years’ experience in ColdFusion compliance validation, and platform troubleshooting and user guidance.
ii. Experience shall include a minimum of 1 year experience with backend data syncing and understanding of secure development practices in a DoD environment.
At senior level:
a. Minimum 7 years of experience in full-stack web development and administration within a DoD or federal enterprise environment.
i. Experience shall include a minimum of 5 years expertise in ColdFusion
(Adobe CF 2018 or later) web application development and maintenance, application logic, site analytics, content management, and Tier 2 helpdesk support.
ii. Experience shall include a minimum of 3 years’ experience with DoD cybersecurity and network policies, and ability to apply Cold-Fusion security best practices in accordance with DISA STIGs.
iii. Senior level ColdFusion training or certification (e.g., Adobe or Ortus Solutions) is highly desired.
2.1.7.2 Thorough understanding of:
a. CJCSI 6211.02D Defense Information System Network (DISN): Policy and
Responsibilities
b. AFI 33-393 Electronic and Information Technology Accessible to Individuals with
Disabilities, Section 508
2.8 Data Analytics
The contractor shall use technology-driven processes to analyze raw technical data and integrate, compile, and display meaningful results through multi-media presentations that support mission initiatives and provide for informed business decisions. The contractor shall use data platforms such as ADVANA, POWER BI, TABLEAU or as directed by the government and other state-of-the-art industry tools to provide data analytics and metrics support.
2.8.1. The contractor shall identify, define, and group critical data resources for organizational analytic and integration needs. (Deliverable 8.1) Typical tasks include, but are not limited to:
2.8.1.1 Supporting the identification and on-going collection of necessary federal workforce management data sources as well as relevant commercial sources.
2.8.1.2 Researching and analyzing FM workforce statistics such as, but not limited to, composition, status, credentials, and projections of workforce trends and risks on the Department's ability to meet mission requirements.
2.8.1.3 Identifying data quality issues along with potential causes and recommended remediation actions.
2.8.1.4 Providing recommendations for updates to data standards, policies, and processes.
2.8.2 The contractor shall maintain the FM Workforce Dashboard (Deliverable 8.2) to include but not limited to:
2.8.2.1 Updating data points on a regular and reoccurring basis as directed by the government.
2.8.2.2 Adding new requirements/functions to the existing platform as needs evolve.
2.8.3 The contractor will work closely with Government Subject Matter Experts (SMEs) to take direction and input, translating this information into comprehensive digital content. Contractor will be responsible for implementing the Government's ideas and feedback, independently developing and building digital tools utilizing current approved platforms.
2.8.4 Knowledge, Skills & Abilities (KSAs) Required.
Contractor personnel performing under this contract task shall possess:
a. Senior level, a bachelor’s degree in a STEM field.
b. Active Secret Security Clearance
2.8.4.1. Appendix II provides the minimum years of experience that is required for each Labor Category (including Key Personnel) to demonstrate effectiveness and success in one or more mission areas below:
a. Minimum 10 years’ experience performing enterprise-level data analysis and visualization in support of federal…
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