1 RETS IDIQ Draft PWS.pdf

[Type here]

PERFORMANCE WORK STATEMENT

OFFICE OF THE UNDERSECRETARY OF DEFENSE FOR RESEARCH AND ENGINEERING

(OUSD(R&E))

RDT&E ENGINEERING AND TECHNICAL SUPPORT (RETS)

INDEFINITE DELIVERY INDEFINITE QUANTITY (IDIQ)

Part 1: DESCRIPTION OF SERVICES/GENERAL INFORMATION

1.1 Background

It is the intent of the Washington Headquarters Services / Acquisition Directorate (WHS/AD) on behalf of the Office of the Undersecretary of Defense for Research and Engineering OUSD(R&E) to award a multiple holder Indefinite Delivery / Indefinite Quantity (IDIQ) to support the mission of OUSD(R&E).

The mission of OUSD (R&E) as the Chief Technology Officer is to foster technological dominance across the Department of Defense and ensure the advantage of the American warfighter. The OUSD

(R&E) enterprise is composed of the Directorate of Defense Research and Engineering for Advanced

Capabilities (AC); the Directorate of Defense Research and Engineering for Research and Technology

(RT); the Directorate of Defense Research and Engineering for Modernization (M); and 11 modernization priority areas.

The DDR&E (AC) recognizes, identifies, explores, and ensures the development, integration, and funding of new technology and capabilities to maintain U.S. technological superiority. It takes a unified, missions-level view across the entire DoD enterprise to analyze joint missions and identify cross-cutting technology gaps critical to military readiness. It maintains a focus on the innovative application of technology and works with a robust network of transition partners within and external to the DoD to mitigate gaps through accelerated prototyping, demonstration, and fielding, with the ultimate goal of operational sustainment.

The DDR&E (RT) oversees the Department’s entire Science and Technology (S&T) portfolio and ensures that DoD’s S&T enterprise is postured to develop the next generation of game-changing technologies and enable rapid delivery of superior capabilities to the warfighter. It serves as the chief steward and advocate for the Department’s S&T workforce and laboratory infrastructure, oversees the Department’s Federally

Funded Research and Development Centers (FFRDC) and University Affiliated Research Centers

(UARC), and cultivates the next generation of S&T Professionals for the Department.

The DDR&E (M) is the chief steward and advocate advancing the Department’s investments and capabilities aligned with the National Defense Strategy’s modernization priorities. The eleven

Modernization Priority Areas are led by an Assistant Director or Technical Director, who are collectively responsible for unifying and advancing the Department’s investments and capabilities in the following areas: Artificial Intelligence/Machine Learning, Autonomy, Biotechnology, Cyber, Directed Energy, Fully Networked Command, Control & Communications (FNC3), Hypersonics, Microelectronics, Space, Quantum Science, and 5G Network Technology.

1.2 Scope

The scope of this contract is to provide the range of RDT&E technical and engineering services required to assist OUSD (R&E) in accomplishing its mission. The Performance Work Statement (PWS) in Section

5.4 outlines requirements to complement and support OUSD (R&E)’s mission. To meet these requirements the contractor shall provide the specialized knowledge and skill sets articulated in the PWS and individual task orders. Additional tasks not explicitly described in the PWS, which are incidental to the performance under the main task areas, such as administrative or logistics support, may be ordered under this IDIQ. The primary support customer is OUSD (R&E), and task orders may be issued for support to any Department of Defense customer at the discretion of the Washington Headquarters

Services.

Part 2: ACRONYM DEFINITIONS

CAC: Common Access Card

CONUS: Continental United States

COR: Contracting Officer Representative

CPAF: Cost Plus Award Fee

DT&E: Developmental Testing and Engineering

FFP: Firm Fixed Price

FPAF: Fixed Price Award Fee

GTR: Government Technical Representative

IDIQ: Indefinite Delivery / Indefinite Quantity

NCR: National Capital Region

NDS: National Defense Strategy

OCI: Organizational Conflict of Interest

OCONUS: Outside the Contiguous United States

PWS: Performance Work Statement

QASP: Quality Assurance Surveillance Plan

QC: Quality Control

RETS: RDT&E Engineering and Technical Services

S&T: Science and Technology

TO: Task Order

Part 3: GOVERNMENT FURNISHED

The Government may provide facilities, equipment, materials, and/or services, as required to complete work assigned at the task order level. At the request of the Government, or on completion of a task order under which the Government furnished equipment or information, the awardee will immediately return any property provided by the Government to use to complete the effort. Performance on the individual task orders may also require the awardee to access and use data and information such as studies, reports, and key data considered proprietary to a Government agency or contractor, which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the

Government and/or others. If this is determined to be necessary, the awardee will be required to sign a non-disclosure agreement prior to commencement of the work.

3.1 Utilities: The Awardee shall instruct employees in utilities conservation practices.

3.2 Facilities: When applicable, the Government will furnish necessary workspace at a Government facility, for the contractor staff to include desk space, telephones, computers and other items necessary to maintain an office environment. All Common Access Cards (CACs) will be issued on an as needed basis, and are considered Government property that must be returned immediately upon expiration of the order.

Part 4: CONTRACTOR FURNISHED

Except for those items specifically stated to be Government Furnished in Section 3.0 of this document, Awardees shall furnish everything required for successful performance on task orders.

Part 5: REQUIREMENTS

5.1 Period of Performance

This IDIQ vehicle will be for a period of performance of five years from the date of award, with a potential option to extend services under FAR clause 52.217-8. Authorized activities may place orders during any time during that period. The basic IDIQ will not have options between years, however, if required, task orders will address options individually. Task orders may be up to five years in length and may extend up to five years past the ordering period (ceiling considerations notwithstanding).

5.2 Place(s) of Performance

The majority of the on-site work will be performed at Government facilities within the National Capital

Region, or off-site at the contractor’s facilities. However it is possible that on-site work may be required at locations anywhere within the continental United States (CONUS), or Outside the Contiguous United States

(OCONUS) as needed. Telework may also by permitted as required. Place of performance specifics

(Government site or Contractor site) will be detailed at the task order level.

5.3 Observance of Legal Holidays and Facility Closures

The contractor may be required or authorized to work when their assigned facility is on holiday or closed.

The following is a list of U.S. Federal holidays and reasons for facility closures:

New Year’s Day January 1

Martin Luther King’s Birthday Third Monday in January

Inauguration Day January 20, 2021 (*Only in Washington, DC)

President’s Day Final Monday in February

Memorial Day Final Monday in May

Independence Day July 4

Labor Day First Monday in September

Columbus Day Second Monday in October

Veteran’s Day November 11

Thanksgiving Day Fourth Thursday in November

Christmas Day December 25

Any other day/time designated by Federal statute, Executive Order, or Presidential Proclamation. Adverse weather conditions or national emergencies may require Government facilities to close. During periods of inclement weather, the contractor will be provided the DoD policy.

5.4 Specific Task Areas

The RETS Portfolio encompasses the following areas: Mission Engineering, Systems Engineering, Software Engineering; & Developmental Test and Evaluation; Prototyping, Experimentation, and

Demonstration; Modeling & Simulation; Operations Research; Science and Technology (S&T) Research and Assessment; Data Management & Analysis; Ad-Hoc Surge Support. Capability area management over this portfolio in the IDQ requires that all awardees be able to provide support for all tasks as described in detail below:

5.4.1 Task 1: Mission Engineering, Systems Engineering, Software Engineering & Developmental

Test and Evaluation (T&E) The contractor is to provide staff with skill sets and expertise to support

Mission Engineering, Systems Engineering, Software Engineering and Developmental T&E. Mission

Engineering is the planning, analyzing, and integration of current and emerging operational and system capabilities to achieve desired warfighting mission effects. Mission engineering treats the end-to-end mission as the “system”. Mission Engineering goes beyond data exchange among systems to address cross cutting functions, end-to-end control, and trades across systems. Systems Engineering is applied to the systems of systems supporting operational mission outcomes. Software Engineering is the systematic application of engineering approaches to the development of software, and has an overlap with computer science and management science. Developmental T&E support includes developing test strategies that provide data needed to support critical engineering and acquisition decisions and analyzing that data to develop detailed technical assessments.

Subtask 1.1 Test and Evaluation Expertise / Subject Matter Experts: Provide Professional Engineering

Services to monitor, review, and assess the developmental test planning, programming, and execution activities of acquisition, rapid prototyping, and rapid fielding programs. Support OUSD(R&E) and

OUSD(A&S), Program Managers, and Chief Developmental Testers in the development of comprehensive

Developmental and Integrated T&E strategies throughout the acquisition lifecycle, beginning at the material development decision throughout the program’s lifecycle. Coordinate with Director of Operational Testing, the Services, and other Agencies T&E staffs as required to ensure comprehensive and efficient overall test strategies. Provide subject matter experts with recent and relevant DT&E experience in the following domains:

• Air Warfare

• Cybersecurity

• Command, Control, Computing, Communications, Networking, and Information Systems

• Land and Expeditionary Warfare

• Naval Warfare

• Software Intensive Systems

• Space and Missile Defense

• Electronic Warfare

Subtask 1.2 DT&E Analysis and Assessments: Review and analyze data, and develop DT&E performance assessments. For each acquisition, rapid prototyping, or rapid fielding program proceeding to a major acquisition milestone or decision point, develop a DT&E performance assessment and presentation documenting program performance and ability to satisfy Key Performance Parameters, Key System

Attributes, and/or other technical parameters critical to the desired mission outcome. Develop DT&E performance assessments at the conclusion of significant test activity or as requested by OUSD(R&E) and

OUSD(A&S).

Subtask 1.3 DT&E Tools and Techniques: Identify and develop tools and techniques to improve T&E efficiency and advance the state of practice of developmental testing.

Subtask 1.4 Develop and support a mission engineering framework that aligns strategic-level scenario context with technology-informed mission areas in a future operating environment.

Subtask 1.5 Conduct analyses and assessments that demonstrate interdependencies across priority modernization areas and highlight key contributions to enhancing Joint lethality, agility, and resilience, in accordance with the National Defense Strategy (NDS).

Subtask 1.6 Provide system engineering support to assist in the update of traditional system engineering practices to account for the move to digital and model-based engineering methods.

Subtask 1.7 Provide subject matter experts to assist in the technical risk assessments of DoD programs at critical milestones.

5.4.2 Task 2: Prototyping, Experimentation, and Demonstration: Contractor is to provide staff with skill sets and expertise, along with physical Infrastructure, to rapidly formulate, integrate, demonstrate and test developmental and experimental concepts with planned transition to end-users. Task includes conducting experimentation under measured conditions, to explore unknown effects of manipulating proposed warfighting concepts, technologies, or conditions to explore technology limits and develop concepts of operation with end-user involvement. It also includes planning, coordinating, and conducting major technology demonstration events with multiple prototype mission capabilities in operationally relevant environments.

Subtask 2.1 Independent analysis – Conduct timely independent analysis of proposed prototyping activities supporting NDS modernization priorities. Provide unbiased assessments of emerging innovative technologies and the corresponding cost/schedule/performance risks to meet mission requirements and inform decision makers across the Joint Staff, Combatant Commands (CCMDs), and Military Services.

Deliver findings as required by the government, including formal technical reports, semi-technical briefings, and executive summaries. Collaborate with Mission Engineering mission analysis subject matter experts to determine formats most suitable for each target audience.

Subtask 2.2 Technical and program/project management expertise – Provide all aspects of technical and program/project management expertise to support the development of prototypes across the Joint Mission

Areas; NDS modernization priorities; and product lines (Sensors/Communications, Fire Control, Platforms, Weapons Systems, and Contested Logistics). This includes assisting in the development and analysis of roadmaps designed to enable the achievement of strategic and operational objectives related to end-to-end mission prototyping; reviewing and coordinating/socializing concepts and requirements for the application of current and emerging technologies and prototyping efforts; assisting in the solicitation, identification, evaluation, and selection of projects; drafting notifications and responses to Congress and the Government

Accountability Office (GAO) regarding project selections and status; and maintaining communication and coordination with OSD, the Joint Staff, CCMDs, Military Services, and defense agencies regarding projects, prototypes, and demonstrations.

Subtask 2.3 Experimentation subject matter expertise – Provide operational and technical subject matter expertise on proposed experimentation activities. Develop an experimentation strategy and coordinate the execution of sponsored experimentation events, as well as Joint events conducted with the Joint Staff, CCMDs, Military Services, and other stakeholders. Produce concepts of operations, lessons learned, or technical reports as appropriate and as required by the government.

Subtask 2.4: Demonstration Campaign Support – Plan, coordinate, and execute a large-scale multi-year demonstration campaign, or significant components of one. Develop a demonstration strategy for identifying prototype mission capabilities and sequencing these capabilities into existing and ad hoc demonstration venues. Identify key operational capability gaps at the Combatant Commands and maximize the campaign’s alignment to mitigating these gaps. Build interest and engagement from Military Service and defense agency acquisition decision makers to help increase transition of these capabilities into programs of record for sustainment.

5.4.3 Task 3: Modeling & Simulation Contractor is to provide staff with skill sets and expertise in the use of physical, conceptual or logical representation of a given system to generate data and assist in decisions or making predictions about the system performance.

Subtask 3.1 Provide modeling and simulation support to understand the contribution of specific technology development efforts in a future operating environment.

Subtask 3.2 Provide support for the various DoD communities of interest including, but not limited to, modeling and simulation, digital engineering, standards and systems engineering. Support may include facilitation, agenda creation, action tracking and work plan development.

Subtask 3.3 Provide expertise targeted at the integration, connectivity, archiving and communication between technical analytical models that are utilized across the DoD. Support the development of standards allowing model integration.

5.4.4 Task 4: Operations Research Contractor is to provide staff with skill sets and expertise to employ techniques (e.g., mathematical modeling, statistical analysis, mathematical optimization, etc.) to arrive at optimal or near-optimal solutions to complex decision-making problems. Contractor is to conduct Net

Technical Assessments of military capabilities, including Kill chain Analysis, and evaluations of operational scenarios.

Subtask 4.1 Red Teaming emerging technologies: Inventory emerging technologies or technological capabilities, prioritize, and identify specific areas where small prototyping investments can have significant impact by offsetting adversary capabilities; or, by protecting our own capabilities from being offset by our adversaries. Analysis may consider the use of CONOPs, new technologies, or both to exploit adversary capabilities or to secure our own. This task shall also develop roadmaps for future technology options and implementation methods related to Red Teaming emerging technologies. Products will inform investment decisions, prototyping efforts, and experimentation across DoD and the R&E community.

Subtask 4.2 Red Teaming for horizon scanning: Develop and implement a repeatable and expandable baseline horizon technology scanning process to support the DoD prototyping community. Detect nascent technology trend signals and inform strategies for anticipating, influencing, or mitigating future developments to gaining a critical operational advantage. Identify supporting analytical, social engineering, and data tracking processes and tools to enable blue and red teaming, war games, simulations, and related exercises that challenge current assumptions and groupthink. Products will inform investment decisions, prototyping efforts, and experimentation across DoD and the R&E community.

Subtask 4.3 Kill chain analysis: Construct kill chain models of Joint/coalition or adversary systems and perform analysis. Conduct detailed technical assessments of key elements of kill chain components, with emphasis on the capabilities and vulnerabilities of combat systems and platforms in a networked, cross-domain environment. Kill chains may be composed of current capabilities; estimated emerging capabilities;

and, predicted future capabilities as directed by the government. Perform analysis as directed by the government, including probabilistic analyses to determine statistical outcomes. Provide assessments and analysis in government-identified formats.

Subtask 4.4 Establish a Kill Chain Analysis baseline to drive DoD-wide modernization efforts. Develop and update Kill Chain assessments to incorporate new technical and intelligence information. Conduct operational evaluation of Kill Chains to support overall prioritization of operational and technical issues challenging the current and future force.

Subtask 4.5 Conduct net technical assessments to examine warfighter requirements, conduct mission and technical assessments, prioritize technology investment recommendations and support the development of risk assessments across multiple domains, warfare areas and timeframes.

Subtask 4.6 Conduct war games and tabletop exercises to evaluate the impact of emerging disruptive technologies on the future operating environment through an understanding of technical capabilities, operational requirements, and policy considerations.

5.4.5 Task 5: Science and Technology (S&T) Research and Assessment Research – Contractor is to provide staff with skill sets and expertise to valuate and document the capabilities, accomplishments, and investment of S&T with performance metrics. Identify and bridge technology gaps and provide recommendation and options.

Subtask 5.1 Research and characterize DoD-wide technology development efforts.

Subtask 5.2 Develop S&T roadmaps summarizing and tracking DoD progress toward technical dominance in priority modernization areas.

Subtask 5.3 Coordinate S&T roadmaps with key stakeholders, including OUSD(R&E) Assistant Directors and Technical Directors.

Subtask 5.4 Refine and update S&T roadmaps based on feedback from stakeholders and changes to technology development investments.

Subtask 5.5 Support the Reliance 21 initiatives across 17 Science & Technologies (S&T) Communities of

Interest (COIs) that span cross-cutting technology needs in the department: 1) Advanced Electronics; 2) Air

Platforms; 3) Autonomy; 4) Biomedical (ASBREM); 5) Command, Control, Communications, Computers and Intelligence (C4I); 6) Counter Improvised Explosive Devices (C-IED); 7) Counter Weapons of Mass

Destruction (C-WMD); 8) Cyber; 9) Electronic Warfare (EW); 10) Energy and Power (E&P); 11)

Engineered Resilient Systems (ERS); 12) Ground and Sea Platforms (G&SP); 13) Human Systems; 14)

Materials and Manufacturing Processes (M&MP); 15) Sensors; 16) Space; and 17) Weapons Technologies by helping USD(R&E) shape S&T investments and strategies, prototype development and experimentation, and transition innovations to end-users and programs.

Subtask 5.6 Select and convene a panel of eminent experts in fields associated with the Department of

Defense’s Federally Funded Research and Development Centers (FFRDCs) and University Affiliated

Research Centers (UARCs). These experts should be selected from industry, academia, and government sectors. Conduct and document independent reviews to determine the quality of the research and the impact of each FFRDC/UARC organization on the OUSD (R&E) mission. Support an ombudsman activity to industry on FFRDC concerns.

5.4.6 Task 6: Data Management & Analysis – Contractor is to provide staff with skill sets and expertise in the data management process that includes acquiring, validating, storing, protecting, and processing of data to ensure the accessibility, reliability, and timeliness of data for users. Contractor personnel must be proficient in systematically applying statistical and/or logical techniques to describe, illustrate, condense, and analyze/evaluate data.

Subtask 6.1 Data Management: Implement and manage data systems to ensure information and/or analytical platforms are available to inform decisions and develop insights that support decision-making. Tasks include designing, developing, and administering data collection databases; providing data dictionary and repository services; defining the standardization and registration of individual data element types to meet the requirements for data sharing and interoperability among information systems throughout the enterprise;

performing data administration functions including establishing procedures, guidelines, and methods for effective data planning, analysis, standards, modeling, configuration management, storage, retrieval, protection, validation and documentation; establishing and managing protocols to enable functions that facilitate concurrent user access to Database Management System functions; and providing the capability to store very large amounts of data, usually captured from other database systems, and to perform on-line analytical processing on it in support of queries.

Subtask 6.2 Data Analytics: Assess requirements and recommend data management tools and systems.

Provides technical expertise in data architecture and data science including modern development languages

(e.g. “Python”), and commercial integration and visualization tools (e.g. “Qlik View”, “Tableau”, “R

Programming”, etc.). Implement tools. Develop and implement standard data collection processes while minimizing additional workload. Collect and interpret data and information. Analyze results using statistical techniques. Identify trends based on distant and recent historical trends. Create recommended courses of action based on analytical results.

5.4.7 Task 7: Ad-Hoc Surge Support – Contractor shall have and maintain the capability and resources to provide for rapid ad-hoc surge support as required by OUSD (R&E) across any of the Tasks PWS to include:

Subtask 7.1 Technical & Engineering Expertise/Subject Matter Expertise (SME) – Provide technical and engineering expertise in support of ongoing programs to include contributions at reviews, site visits, demonstrations, tests, and other events. Provide independent assessments of laboratory or experimental/prototype tests conducted by performers and/or the Government Provide SME support in scientific reviews to include in-depth expert feedback as to the strengths and weakness of research and development programs/proposals. Provide technical expertise to research, analyze, and summarize findings of emerging technologies and advanced capabilities.

Subtask 7.2 Independent Assessments/Analyses – Conduct quantitative analyses of technology/mission engineering/system engineering requirements as they pertain to the development, prototyping, and insertion of advanced capabilities; evaluate alternatives and trade-offs; evaluate costs and benefits; investigate compatibility, interoperability, and integration; assess and provide recommendations/strategies to mitigate technical and engineering risks.

Subtask 7.3 Testing/Demonstrations – Plan, coordinate, and assist with the testing and engineering evaluation of demonstrations/experiments/prototypes; to include working with performers, government collaborators, and test ranges to develop test configurations, detailed test plans, and test readiness reviews.

Subtask 7.4 Meeting Capability – The contractor’s conference room capability shall be within 15 miles of the Pentagon and shall hold up to 75 attendees. The contractor’s conference room shall provide adequate security for up to SECRET level classified discussions. The conference room area shall be equipped, at a minimum, with (a) writing boards, electronic projection screens; (b) phone lines available for conference calls; (c) data lines suitable for high speed computer data transmission; and (d) presentation computers with removable hard drives capable of unclassified and classified presentations.

Part 6: ADMINISTRATIVE REQUIREMENTS

6.1 Travel and Other Direct Costs. Travel may be required for contractor performance of specific task orders. ALL TRAVEL MUST BE PRE-APPROVED BY THE TASK ORDER COR. The contractor shall be reimbursed for actual, allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46 “Travel Costs” and DFARS 252.317-7000 “Supplemental

Cost Principles.” Travel vouchers and supporting documents must be presented for payment within 30 days after completion on the travel.

Work will be performed in contractor and Government facilities located in or around the National capital region (NCR). Travel requirements include travel to and from the Pentagon and other Government facilities within the Washington DC area; however, local TDY and daily commuting will not be reimbursed.

6.2 Personnel Security Clearances.

All contractor personnel, to include part-time personnel, subcontractors and independent consultants, shall possess at a minimum a DoD Final SECRET clearance prior to commencing work on-site. Some task orders will require personnel to possess a Final TOP SECRET, TOP SECRET with Sensitive Compartmented

Information (SCI) and Special Access Program (SAP) clearances at the time of order award; each order will specify personnel clearance requirements. The IDIQ contract PM shall possess a Final TS/SCI clearance at time of IDIQ award.

6.3 Facility Clearance.

The contractor shall possess a TOP SECRET Facility Clearance from the Defense Security Service prior to contract award consideration, evidence of which must be included in the contract file. The contractor shall comply with all security requirements contained in the DD Form 254, “Department of Defense Contract

Security Classification Specification”, of this contract and the terms and conditions set forth in FAR clause

52.204-2, “Security Requirements”, incorporated by reference. Individual task orders may specify that a comprehensive security plan is required. In addition, the contractor may be required to assist with the assessment, and/or acquisition, of facility clearances granted by DoD. The contractor should have the capability to transport classified information to and from their corporate offices and store classified materials up to “Secret” level at their off-site office spaces. Security procedures will be in accordance with

DoD policies.

6.4 Security Requirements.

Contractor personnel and their subcontractors must identify themselves as contractors during meetings, telephone conversations, in electronic messages, or correspondence related to the individual task order they are working on. Government supplied badges shall be worn by onsite contractor and subcontractor personnel, and be visible at all times.

6.4.1 Physical Security.

The contractor shall be responsible for safeguarding all Government property provided for contractor use.

At the close of each work period, Government facilities (if required), equipment, and materials shall be secured.

6.4.2 Keys, Badge and Common Access Card (CACs) Control.

The Contractor shall establish and implement methods of making sure all keys, badges and CACs issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons.

NOTE: No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key, badge and CAC control that shall be included in the Quality Control Plan.

Such procedures shall include turn-in of any issued keys, badges, and CACs by personnel who no longer require access. The Contractor shall immediately report any occurrences of loss or other issues to the

Contracting Officer.

6.4.3 Lock Combinations.

The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons.

6.4.4 Disclosure of Information.

Information made available to the Contractor by the Government for the performance or administration of this effort shall be used only for those purposes, and shall not be used in any other way without the written consent of the Contracting Officer. Contractor and/or contractor personnel shall not divulge or release data or information developed or obtained in performance of this effort, until made public by the Government, except to authorized Government personnel or upon written approval of the Contracting Officer. The contractor will not use, disclose, or reproduce proprietary data that bears a restrictive legend, other than as required in the performance of efforts within this IDIQ. Nothing herein will preclude the use of any data independently acquired by the contractor without such limitations or prohibit an agreement at no cost to the

Government between the contractor and the data owner which provides for greater rights to the contractor.

The Contractor agrees to assume responsibility for protecting the confidentiality of Government records, which are not considered public information. Each Contractor or employee of the Contractor to whom information may be made available or disclosed, shall be notified in writing by the Contractor that such information may be disclosed only for purposes and to the extent authorized within the individual task order. The Contractor shall not release any information received through any task order on the IDIQ to the public, media or other unauthorized persons or organizations unless the Government has conducted the appropriate security review and granted written approval (e.g. posting information to a public website).

Performance of this effort may require the contractor to access and use data and information proprietary to a Government agency or Government contractor, which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the Government and/or others.

The contractor will sign non-disclosure agreements at the beginning of each task order certifying that none of the information received through their work on a task order many be disseminated in any manner other than as allowed in the order.

6.5 Non-Personal Service Statement.

Contractor employees performing on task orders under this PWS will be controlled, directed, and supervised at all times by management personnel of the contractor. Contractor management will ensure that employees properly comply with the performance work standards outlined in this PWS, and within the individual task orders. Contractor employees will perform their duties independent of, and without the supervision of, any Government official. The tasks, duties, and responsibilities set forth in specific task orders may not be interpreted or implemented in any manner that results in any contractor employee creating or modifying Federal policy, obligating the appropriated funds of the U.S. Government, overseeing work of Federal employees, providing direct personal services to any Federal employee, or otherwise violating the prohibitions set forth in Part 7.5 and 37.1 of the FAR. The Government will perform the inspection and acceptance of the deliverables provided.

6.6 On-ramping and Off-ramping

The Government may elect to on-ramp new performers into the IDIQ awardee pool. The Government may likewise elect to off-ramp performers from the IDIQ. The reasons for off-ramping range and are at the

Government’s discretion. As an example, the Government may off-ramp contractors if they fail to adequately perform on Task Orders, fail to win Task Order competitions, get acquired by a non-vetted or large entity, etc. The Government reserves the right to on-ramp new performers when needed. The exact mechanism is not defined and could be formulated later. The Government could elect to on-ramp performers based on results of the original source selection or to conduct a small competition amongst a small group of companies.

6.7 Subcontracting

The contractor is encouraged to subcontract with other contractors, or subject matter experts, or otherwise obtain consultant services for the efforts defined within the PWS or to provide the expert talent needed to perform identified requirements within specific task orders. As this IDIQ is a fully set-aside for small businesses, it is the responsibility of the prime vendors to perform at least 50% of the work in terms of awarded dollar value, unless subcontracting to similarly situated small business concerns. When providing subcontractors and/or consultants, the contractor is fully responsible for their performance and cost reporting. The contractor shall provide the manpower required to manage all subcontracts and consultant efforts and to monitor subcontractor activities to the appropriate level of detail required to assure timely deliverables. A report on the performance of subcontractors shall be included as part of the required Monthly Progress Report deliverable.

6.8 Personnel

6.8.1 Performance.

The contractor shall provide highly qualified, team oriented, cost conscious, innovative professionals dedicated to the development and implementation of OUSD (R&E) Programs and services. The contractor shall function as a coordinated support team in grasping complex concepts and technologies, applying critical and innovative thinking, communicating effectively, and working seamlessly across the breath of functional areas. All contractor personnel proposed shall meet the qualifications set forth as identified within the request for proposal for each task order. Each task order will dictate the number, type, and essential skills for contractor personnel. The contractor shall provide personnel for both on-site support and off-site support, as needed, during normal operations and during surges, special situations, and unforeseen events and requirements. The contractor shall be able to provide the entire PWS portfolio of services across all task orders. The contractor shall have the capability and resources to provide for rapid ad-hoc surge support as required by this PWS and subsequent task orders, as defined by the schedule specifics in each task order.

6.8.2 Positions.

The contractor is expected to attract, hire and retains a quality work force, with minimal turnover in contractor personnel. The contractor shall appoint a Program Manager (PM) with overall responsibility for the contracted effort. The PM shall possess a Final TOP SECRET/SCI clearance. The PM shall be the single point of interface with the Government for all matters concerning technical progress, problems, program performance, schedule, cost, resources, and other program-related matters. The contractor shall identify a Task Order Project Manager (TOPM) as the focal point of contract for work performed under any specific task order(s).

6.9 Substitution of Team Members and Substitution of Personnel

For Task Orders issued under the Basic Contract, the Contractor agrees to assign to the task order those key persons identified with the Task Order response necessary to fulfill the requirements of the task order.

During the first 90 days of performance, the Contractor shall make no substitutions of key personnel unless illness, death, or termination of employment necessitates the substitution. The Contractor shall notify the Contracting Officer as soon as possible after the occurrence of any of these events and provide the information required below. No substitution shall be made without prior notification to and concurrence of the Contracting Officer in accordance with this requirement in writing.

All proposed substitutes shall have qualifications equal to or higher than the qualifications of the person to be replaced. The Contracting Officer shall be notified in writing of any proposed substitution at least thirty (30) days, or sixty (60) days if a security clearance is to be obtained, in advance of the proposed substitution. Such notification shall include:

-an explanation of the circumstances necessitating the substitution;

-a complete resume of the proposed substitute; and

-any other information requested by the Contracting Officer to enable him/her to judge whether or not the contractor is maintaining the same high quality of personnel that provided the partial basis for award.

The Contracting Officer will notify the Contractor within 15 calendar days after receipt of all required information of the decision on proposed substitutions.

6.9.1 Conduct.

Contractor personnel shall present a professional appearance at all times consistent with the usual and customary workforce attire of the assigned Government on-site locations, and their conduct shall not discredit the United States Government. The Government, at its sole discretion, may request the contractor to remove any contractor employee from Government facilities for misconduct, failure to perform, security reasons, or other appropriate reasons that may jeopardize the success of the mission.

The Contracting Officer may provide the contractor with a written explanation to support any request to remove an employee. Removal of contractor personnel does not relieve the contractor of the responsibility to continue providing the services required under any awarded task order.

6.9.2 Non-disclosure Agreements (NDAs).

All contractor personnel shall be required to sign OUSD (R&E) non-disclosure agreements. During the performance of task orders, contractor personnel may be exposed to or required to use Government information, as well as proprietary information belonging to other contractors. The contractor shall ensure that both Prime and sub-contractors use said information only to meet the requirements of this contract and task orders. The contractor (to include sub-contractors) shall not disseminate proprietary information or place said information at risk of disclosure unless required and authorized by the task order.

6.9.3 Non-personal Services/Inherently Government Functions.

All services described in this PWS are non-personal services, and the contractor shall not perform any inherently government functions.

6.9.4 Data Rights.

The Government shall retain unlimited rights to all data and deliverables developed at Government expense. During the period of the contract, records, documents, and associated papers shall be available for review at any time per Government request and handed over at the end of the contract if in contractor control, unless directed otherwise by the Government.

Part 7: DELIVERABLES AND SCHEDULE

All deliverables must meet professional standards and satisfy the requirements set forth in contractual documentation. The contractor will be responsible for delivering all items specified. All deliverables developed under specific orders become the property of the US Government. The dates by which specific deliverables must be submitted will be as mutually agreed upon between the Government and the contractor.

Unless otherwise specified, the Government will have a maximum of ten (10) working days from the day the draft deliverable is received to review the document, provide comments back to the contractor, approve or disapprove the deliverable(s). The contractor will have a maximum of ten (10) working days from the day comments are received to incorporate all changes and submit the final deliverable to the Government.

All days identified below are intended to be calendar days unless otherwise specified.

The format for individual deliverables will be determined through consultation between the COR or GTR and the contractor at the orientation briefing. Products that reflect the contractor’s analysis and opinion

(e.g., studies or analyses) may be in contractor format. Products that are to be used by the Government project office in the execution of their responsibilities (e.g., strategy documents, reports, roadmaps, analysis and briefings) will be in a specified Government format. All documents will be provided in either hard copy or electronically as requested by the COR or GTR. Electronic documents will be provided in the appropriate

Microsoft Office format (e.g., Word or PowerPoint); if appropriate, the Government may be asked that they be provided in compressed or PDF format.

In fulfillment of this effort, the contractor shall provide specific deliverables as identified by each individual

Task Order. All deliverables shall be submitted to the COR, the GTR and selected representatives, unless otherwise agreed upon. In addition to the reports listed below, additional reports/products may be requested as deemed necessary:

Title Delivery Date/Description

Contract Orientation Brief Within Ten Calendar Days of Contract Award

Meeting Materials Five Working Days Prior to Meeting

Draft Meeting Minutes Three Working Days Following Meetings

Monthly Progress Report Ten Calendar Days After the Beginning of the Month Covering the

Previous Month

Subcontractor Usage

Report

Annually, 60 Calendar Days Before Expiration of Task Order Period of

Performance

The contractor shall report ALL contractor labor hours required for performance of services provided under this contract via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: https://beta.sam.gov/ Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October

1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk at help desk at: http://www.ecmra.mill.

Part 8: PERFORMANCE STANDARDS AND QUALITY MEASUREMENT

8.1 Quality Assurance Surveillance Plan (QASP)

The Government will use a quality-assurance review process to monitor the contractor’s performance under this IDIQ and its associated Orders. The use of FPAF and CPAF contract types will be utilized when appropriate and Award Fee determinations will leverage the QC, QASP, surveillance thereof, and other control measures instituted at the Task Order level. All order performance, including those not evaluated under the QASP (such as general requirements, Integrated Schedule, Integrated Status Report and the

Monthly Reports) will be considered in the requisite annual evaluation of this contractor’s performance.

There will be a QASP created at both the IDIQ and order levels, to reflect the review requirements of both the Issuing and Order Contracting Officers.

8.2 Quality Control (QC)

The Contractor shall institute a complete QC Program to ensure that the requirements of this contract are fulfilled as specified. At a minimum, the Contractor shall include the following elements in the program:

A comprehensive inspection system of all scheduled and unscheduled services required in this document.

Name and contact information of designated QC Inspector and backup performing inspections.

A proactive methodology to identify and correct problems before the Government identifies these problems. Contractor shall notify the Government of any problems.

An organized, current file of all Contractor conducted inspections, corrective actions taken, and follow-up inspections.

How projects will be managed to minimize layers of management and oversight, while still providing for accountability.

https://beta.sam.gov/

How orders will be managed to provide for a clear communications between the contractor, Government program office, and Ordering Contracting Office.

8.3 Organizational Conflicts of Interest (OCI).

The contractor shall notify the Contracting Officer of any suspected conflicts of interest and provide the plan to mitigate or eliminate the conflict to the satisfaction of the Government. Specific OCI concerns will be addressed at Task Order level. However, the contractor shall not employ any person who is an employee of the United States Government if the employment of that person would create a conflict of interest. The contractor shall not employ any person who is an employee of the Washington Headquarter Services, either military or civilian, unless such person seeks and receives approval in accordance with DoD Directive

5500.7, Standards of Conduct and WHS policy.

8.3.1 The Contractor acknowledges that it is familiar with FAR Subpart 9.5, Organizational and Consultant

Conflicts of Interest, and agrees to avoid, neutralize or mitigate such conflicts of interest in accordance with the principles set forth in the FAR.

8.3.2 If performance of any task order requires the contractor (to include subcontractors) to supply technical support related to systems or projects with which the contractor is already directly concerned, either prime or subcontract, the contractor shall immediately inform the Contracting Officer. The order may be withdrawn if a conflict is found. The Contractor shall not undertake performance of any task which requires it to supply technical support regarding such systems until the notice is given and written consent to proceed is issued by the Contracting Officer.

8.3.3 If the Contractor discovers an organizational conflict of interest or potential conflict of interest after award, a prompt and full disclosure shall be made in writing to the Contracting Officer. This disclosure shall be made on the OCI Analysis/ Disclosure Form provided as an Attachment 1 to the contract, and shall include a description of the action the Contractor has taken or proposes to take in order to avoid or mitigate such conflicts. See OCI clause for more details.

Organizational Conflict of Interest (OCI)

a. Purpose: The primary purpose of this clause is to aid in ensuring that:

(1) the Contractor’s objectivity and judgment are not biased because of its present, or currently planned interests (financial, contractual, organizational, or otherwise) which relate to work under this contract;

(2) the Contractor does not obtain an unfair competitive advantage by virtue of its access to non-public

Government information regarding the Government’s program plans and actual or anticipated resources;

and

(3) the Contractor does not obtain any unfair competitive advantage by virtue of its access to proprietary information belonging to others.

b. Scope: The restrictions described herein shall apply to performance or participation by the Contractor and any of its affiliates or their successors in interest (hereinafter collectively referred to as

“Contractor”) in the activities covered by this clause as prime contractor, subcontractor, co-sponsor, joint venture, consultant, or in any similar capacity. The term “proprietary information” for the purposes of this clause is any information considered to be so valuable by its owner that it is held in secret by them and their licensees. Information furnished voluntarily by the owner without limitations on its use, or which is available without restrictions from other sources, is not considered proprietary.

(1) Access To and Use of Government Information: If the Contractor, in the performance of this contract, obtains access to information such as plans, policies, reports, studies, financial plans, or data which has not been released or otherwise made available to the public, the Contractor agrees that without prior written approval of the Contracting Officer, it shall not: (a) use such information for any…