2032K825N00001 PWS OTA Logistics.pdf

PERFORMANCE WORK STATEMENT

FOR

WORLDWIDE LOGISTICAL SUPPORT SERVICES

FOR THE DEPARTMENT OF THE TREASURY’S

OFFICE OF TECHNICAL ASSISTANCE (OTA)

For 2032K825N00001 Sources Sought Notice

TABLE OF CONTENTS

1.0 SCOPE

1.1 Background

1.2 Objectives

2.0 OVERVIEW

2.1 List of Acronyms

2.2 Period of Performance

2.3 Place of Performance

2.4 Requests for Services

2.5 Service Locations and Level of Effort ................................. Error! Bookmark not defined.

2.6 Applicable Regulations

3.0 MEETINGS AND DELIVERABLES

3.1 Post-Award Conference

3.2 Transition

3.3 Partnering Agreement and Meetings

3.4 Monthly Contractor Staffing and Subcontractor Information Report

3.5 Semi-Annual Logistic Support Status and Analysis Report

3.6 Monthly Electronic Expenditure Reports

3.7 Ad Hoc Reports

3.8 Deliverables Summary

4.0 STAFFING SUPPORT

4.1 General

4.2 Positions Required

4.3 Position Grading and Compensation

4.4 Contractor Sole Responsibility for Positions

4.5 Management of Staffing Support Services

4.6 Travel & Transportation Services for Staffing Support Personnel

5.0 LOGISTICAL SUPPORT

5.1 General

5.2 Support for Advisors and other OTA personnel

5.3 Drivers

5.4 Translation and Interpretation Services

5.5 Temporary Housing

5.6 Housing Support

5.7 Housing Refurbishment and Repairs

5.8 Contractor Responsibility for Housing and Office Security and Safety

5.9 Contractor Lease Record Responsibilities

5.10 Housing Furnishing & Appliances

5.11 Utilities

5.12 Office Support

5.13 Office Refurbishment and Repair

5.14 Car and Driver Support to Advisors

5.15 Language Training

5.16 International Courier Support

5.17 Courier Support between OTA and Contractor Facility

5.18 Use of Pouch Facilities

5.19 Contractor Travel Capability

5.20 Conference and Workshop Support

5.21 Support to OTA Washington Office Activities

5.22 Support for Work Studies/Seminars/Training Courses

5.23 Procurement of Project Support Equipment

6.0 OTHER PERFORMANCE REQUIREMENTS AND INFORMATION

6.1 Contractor Capabilities and Responsibilities

6.2 Quality Management

6.3 Government Property

6.4 Training

1.0 SCOPE

The Contractor shall provide logistics support to the Department of Treasury’s (Treasury), Departmental Offices’ Office of Technical Assistance (OTA) that includes Staffing Support, Logistical Support, and Security Services.

1.1 Background

The Office of Technical Assistance (OTA) helps ministries and central banks of developing and transitioning countries strengthen their ability to manage public finances effectively and safeguard their financial sectors. OTA’s work supports the Treasury Department’s strategic goals to create affordable abundance and enhance national security by strengthening the integrity of and addressing threats to global financial systems and ending unfair practices in trade. OTA is selective, working with governments that are committed to reform. OTA projects are adaptable and emphasize sustainability to achieve maximum impact. OTA’s team of expert resident and intermittent technical advisors work alongside counterparts in ministries, central banks, and other public sector financial institutions to achieve meaningful and lasting reform.

OTA’s program consists of five core areas:

• Budget & Financial Accountability

• Banking & Financial Services

• Government Debt & Infrastructure Finance

• Economic Crimes

• Revenue Administration

The OTA program is funded on an annual basis and specific service locations and support required will change based on evolving governmental policies, mission priorities and available funding.

1.2 Objectives

The Contractor shall be guided by five performance objectives:

• The Contractor shall provide all services in full compliance with applicable U.S. law and regulation and in accordance with the terms and conditions of the contract;

• The Contractor shall ensure that staffing support services and other logistical support services are provided in accordance with guidelines and policies of the Department of Treasury, Department of State, the U.S. Embassies and OTA in providing similar services, to the maximum extent practicable, and shall report deviations to the Contracting Officer’s Representative (COR) for review and concurrence;

• The Contractor shall provide services in accordance with written performance standards mutually agreed to by the Contractor and COR;

• The Contractor shall provide services in a uniform and consistent a manner; and

• The Contractor shall work in accordance with standards laid out in the contract

2.0 OVERVIEW

2.1 List of Acronyms

The following acronyms are used in this PWS:

CO Contracting Officer COR Contracting Officer’s Representative FAM Foreign Affairs Manual (Department of State) FSN Foreign Service National HHE(s) Household Effects OTA Office of Technical Assistance PWS Performance Work Statement U.S. United States

2.2 Period of Performance

The [anticipated] period of performance is:

Base Period 04/01/2026 – 03/31/2027 Option Period I 04/01/2027 – 03/31/2028 Option Period II 04/01/2028 – 03/31/2029 Option Period III 04/01/2029 – 03/31/2030 Option Period IV 04/01/2030 – 03/31/2031

Work under this contract within the United States shall be performed within the normal business hours of 8:00am to 6:00pm Eastern Time Monday through Friday. Under special circumstances, the contractors may be required to work outside normal business hours. The contractor may be required to travel overseas, including overnight international travel, that would exceed the normal business hours noted above.

Work performed abroad will be during local business hours, unless otherwise directed by the

COR.

2.3 Place of Performance

The Contractor must be able to provide the specified logistics support services anywhere in the world.

2.4 Requests for Services

Requests for specific services will be accomplished by issuance of tasking(s) by the COR or Alternate COR. The COR and Alternate CORs do not have authority to task the Contractor to perform services that are outside the scope of this Performance Work Statement or exceed obligated funds. The requirements for each project and each location will determine the mix of logistics support services.

2.5 Applicable Regulations

The Contractor shall provide support to activities and individuals under this contract in accordance with applicable U.S. Government regulations, including the Department of Treasury, Department of State Standardized Regulations, Federal Acquisition Regulations (FAR):

Government Civilians - Foreign Areas, Foreign Affairs Manual (FAM).

3.0 MEETINGS AND DELIVERABLES

3.1 Post-Award Conference

The Contractor shall meet with the Government no later than 15 days after contract award at a Post-Award Conference to exchange information and begin providing services under the contract. The partners will review the Performance Work Statement (PWS) and Performance Standards. The Government will provide the Contractor with an updated list of countries and projects for which support is immediately required. The Government will also provide related information, such as a list of present OTA staff, Resident Advisors including their locations, staffing support positions, leases, and an inventory of Government Property to be managed by the contractor.

3.2 Transition

3.2.1 Phase In. The contractor shall be responsible for participating in and coordinating the transition of all technical activities identified in this task from the incumbent contractor to itself.

To ensure the necessary continuity of services and to maintain the current level of support, the Department of the Treasury will retain the services of the incumbent contractor for the transition period as required. The Transition Phase-In Plan shall be finalized within one week after the Post-Award Conference.

3.2.2 Phase Out. The Transition Out Plan shall be submitted 90 days before the contract expires. The contractor shall provide a final Transition Out Plan of 75 days for an orderly transition to its successor(s) to ensure the level and quality of services are maintained. The Transition Out Plan shall describe the phased staffing plan. The plan shall have clearly defined milestones and phases that will allow a smooth transition. This plan will state how the incumbent contractor will close out its support of OTA in a way that does not disrupt OTA’s ongoing programs and activities both overseas and at its headquarters. This will include a description of how, specifically, the incumbent contractor will transfer locally hired and program specific staff, lease agreements for office and residential space, and government owned equipment and data.

The Transition Plan shall address the following:

(a) Roles, responsibilities, dependencies and schedule of all transitional activities

(b) Transition of the task with no disruption in operational services. The transition plan shall contain a knowledge transfer plan to ensure continuity of subject matter experts.

(c) Inventory and transfer of all Government Furnished Information (GFI), Government

Furnished Property (GFP), and inventory data related to GFP.

(d) Transfer of all documentation, including GFI, existing or in process at the time of award, including all data rights which shall be conveyed to the Government.

(e) Coordination of all work, staff, and management of the project.

3.3 Partnering Meetings

The Contractor shall schedule and lead monthly “Partnering Meetings” to facilitate joint cooperative consideration of evolving operational and contract issues. The Contractor shall provide minutes for each Partnering Meeting. The minutes shall be submitted no later than 15 days after the conclusion of each Partnering Meeting via e-mail to the CO and the COR.

3.4 Monthly Contractor Staffing and Subcontractor Information Report The Contractor shall provide the following information to the COR via e-mail no later than the 10th day of each month:

• A current listing of Contractor direct staff working on the contract in the U.S. with telephone and e-mail contact point information.

• A current listing of staffing support personnel provided under the contract, sorted by country, advisor/project and team. This listing shall identify name of incumbent, position title, Advisor/Project, Team, Country, period of present contract, monthly salary, basis for salary (e.g. FSN grade/step, General Service grade, etc.) where applicable.

• A current listing of leases managed by the Contractor under the contract, sorted by Country. The listing shall provide advisor name, team, present lease period, monthly rent, rent payment cycle, and notice requirement; and,

• A current listing of the Contractor’s offices and subcontractors working on the contract, sorted by Country. The listing shall provide name of office/subcontractor, name and contact point information for principal representative, period of present contract, present monthly support rates.

The Contractor shall retain information for past months in an archive and be capable of providing it to the Government upon request. This shall be required for the life of the contract.

3.5 Semi-Annual Logistic Support Status and Analysis Report

The Contractor shall provide a semi-annual Logistic Support Status and Analysis Report. The first report shall cover the period from date of award through the first six months of the contract and shall be delivered within fifteen calendar days after the period has ended. Subsequent reports shall be submitted in accordance with this schedule. The reports shall contain, at a minimum:

• A full listing of accountable government property (e.g. computer equipment and software, office and residence furniture and appliances inventory), for which the contractor is responsible, including location and assignee.

• A statement describing the steps taken during the reporting period to manage the property, including efforts to dispose of excess property. (See also 7.3.1 Management of Government Property.)

3.6 Monthly Electronic Expenditure Reports

The Contractor shall submit monthly expenditure reports to the COR as attachments to an e-mail message (or via another mechanism acceptable to the COR), concurrently with submission of the monthly invoice. This shall report costs in a table with the following headings:

1) country.

2) OTA team.

3) project name.

4) standard Budget Object Classification (BOC).

5) tasking category (provided via tasking)

6) expenditure month.

7) option period.

8) cost pool (provided via tasking).

9) tasking number.

10) contract/call order number.

11) contract line-item number.

12) shipment number.

3.7 Ad Hoc Reports

On occasion, the Contractor shall provide ad hoc reports when directed in writing by the COR or

CO.

3.8 Deliverables Summary

The COR will review all draft and final deliverables to ensure accuracy, functionality, completeness, professional quality, and overall compliance with task order requirements. The Contractor shall ensure the accuracy and completeness of all deliverables. If errors or omissions are found, the Contractor shall make corrections within five (5) business days at no additional cost.

Unless stated otherwise, reports shall be submitted in .pdf or .doc/docx format. Day counts include Saturdays, Sundays, and federal holidays. When the due date falls on a Saturday, Sunday, or federal holiday, the delivery is due on the next business day.

The following table summarizes reports due for this requirement. Additional reports may be required under call orders.

Reference Number: Deliverable Deliver To Due Date 4.2.1: Final Transition-In Plan CO, COR 7 days after the post-award conference.

4.2.1: Transition Out Plan CO, COR Draft: 90 days prior to contract expiration Final: 75 days prior to contract expiration

4.3: Minutes of Partnering Meetings CO, COR Within 15 days following each Partnering Meeting

4.4: Monthly Contractor Staffing, Housing and Subcontractor Information Report

CO, COR 10th day of each month

4.5: Semi-Annual Logistic Support Status and Analysis Report

CO, COR Oct 15th and April 15th

4.6: Monthly Electronic Expenditure Report

CO, COR Monthly

4.7: Ad Hoc Reports CO, COR As required

6.24: Trip Reports COR 15 days after completion of trip 6.3.: Government Property Management Plan

CO, COR Within 45 days of Contract Award

6.3.: Semi-Annual Property Inventory Report

CO, COR 15 days after the completion of Inventory

4.0 STAFFING SUPPORT

4.1 General

The Contractor shall provide staffing support services to OTA primarily in foreign countries, but may also the U.S. as required to support OTA’s operations and technical assistance projects.

4.2 Positions Required

Project Assistants The Project Assistant (PA) reports to the OTA team’s Project Manager for a country project. The PA’s responsibilities include but are not limited to:

• Interpretation and translation.

• Meeting arrangements with counterparts.

• Maintaining an overall schedule of Intermittent Advisor visits and meetings.

• Arranging local transportation, and other project-related logistics.

• Disseminating approved counterpart memoranda and other counterpart communications for the PM and Intermittent Advisors.

OTA will provide specific requirements for the PA recruitment and feedback on their performance.

Subject Matter Experts Subject Matter Experts (SMEs) may be required to provide highly technical expertise or discrete services in a specific area of a project to supplement the skills of OTA advisors or to serve in an advisory capacity in cases where use of U.S. Government employee positions or personal services contractors are not possible or has been determined to be inappropriate. Additionally, OTA may leverage SMEs should the project call for urgent need of services.

4.3 Position Grading and Compensation

Staffing support positions other than SMEs are expected to be similar to Foreign Service National (FSN) positions utilized by the U.S. Embassies abroad. In establishing position grades and pay schedules for these positions and in administering existing positions, the Contractor shall follow and adhere to published Embassy grade structures and pay schedules to the maximum extent practicable and shall report all deviations to the COR for review and concurrence. In the absence of a current U.S. Embassy grade structure and pay schedule information, the contractor shall establish these positions and compensate these staff members on the basis of a local labor market wage survey. The local labor market wage survey shall include an examination of basic wages, benefit packages, and other employer practices common to the local area of employment.

Because of the technical qualifications, SME positions may fall outside the scope of FSN pay schedules. The Contractor shall establish position grades and pay schedules for these positions based either on a local labor market wage survey (as above) or, when requested by the COR, the positions may be based on the salary and benefits provided to OTA personal services contractors performing similar functions for the OTA program.

4.4 Contractor Sole Responsibility for Positions

Staffing support personnel provided by the Contractor shall be either direct employees or subcontractors of the Contractor, or employees of a local subcontractor. OTA advisors shall not supervise staffing support personnel. The Contractor shall have full responsibility for classification of positions, including establishment of pay schedules, recruitment, hiring, promotion, training, discipline, and termination, including payment of local taxes and benefits, and severance payments. However, staffing support personnel, while part of the Contractor’s team, shall receive technical guidance and perform duties in close coordination with one or more designated OTA advisors or other OTA representatives. OTA teams requiring staff services will provide position descriptions and qualification criteria to the contractor during the tasking for recruitment. The Contractor and subcontractor(s) are expected to consult with OTA advisors in the areas of operational matters such as working hours, authorized leave, etc. However, staffing support personnel shall remain independent contractors and shall not be subject to the direction of OTA advisors or headquarters personnel.

4.5 Management of Staffing Support Services

The Contractor shall ensure that staffing support services continue to be provided through the entirety of the Government’s tasked performance period, carrying out re-recruitment to replace positions where vacancies occur or change in staff is required. The Contractor shall review staffing support position schedules annually and make necessary adjustments to ensure that salaries continue to adhere to Embassy pay schedules. The Contractor shall inform OTA of developments, such as workforce disputes or strikes that may negatively impact the level and quality of support provided to the advisors. When a Resident Advisor permanently departs post, the Contractor shall consult with the COR to determine whether staffing support services should continue to be provided.

4.6 Travel & Transportation Services for Staffing Support Personnel When tasked by the COR, the Contractor shall provide travel, transportation, per diem and miscellaneous expenses for staffing support personnel, as required in support of OTA technical assistance projects. Per Diem shall be provided in accordance with applicable federal travel regulations.

5.0 LOGISTICAL SUPPORT

5.1 General

The Contractor shall provide a wide range of other logistical support services to support OTA technical assistance (TA) programs worldwide.

5.2 Support for Advisors and other OTA personnel

The Contractor shall provide the following general types of other logistical support services:

• Furnished living quarters (temporary lodging, long-term apartments or houses).

• Utilities for residences (where not provided by landlord)

• Necessary refurbishment or renovations to living quarters to bring them up to Embassy standards for housing, and security standards as approved by the U.S. Embassy’s Regional Security Officer

• Assistance with customs clearance, obtaining local licenses and registrations

• Procurement of local goods and services necessary for working and living in country (e.g.

office equipment, including but not limited to telephones, printers, expendable office supplies, potable water).

• Local transportation services where and when authorized

• Other support as necessary to maintain living and working conditions comparable to other United States Government employees stationed in the same host country

5.3 Drivers

The Contractor shall make arrangements to provide the advisor with a driver and/or ground transportation service in respective foreign countries.

5.4 Translation and Interpretation Services

The Contractor shall make arrangements to provide the advisor with translation and/or interpretation services both in-person in respective foreign countries and/or remotely based on the needs of OTA.

5.5 Temporary Housing

The Contractor shall make arrangements and provide the OTA advisor and family with temporary housing at post, in a hotel or other suitable facility until such time as long-term housing can be made available.

5.6 Housing Support

In coordination with the COR and the approval of the State Department and/or U.S. embassies, the Contractor shall provide the advisor and family with furnished housing and assistance in moving into the house. Housing provided shall be in accordance with housing standards set forth in 15 FAM 200 “Housing Abroad,” and OTA Directives. Each advisor’s family shall be given the opportunity to select from among the houses and/or apartments that are available and within Government guidelines, except where current Government controlled facilities are available, in which case the advisor will be expected to utilize the Government controlled facility. The Contractor shall refurbish housing units as minimally necessary to bring the housing to a level consistent with the housing available to official Americans at post. The Contractor shall obtain a lease consistent with the projected length of the Resident Advisor’s assignment as tasked by the COR. Where feasible, repairs and services shall be provided as part of the lease agreement for the house or apartment. The Contractor shall pay rent either directly to the landlord, or through its subcontractors, and shall be reimbursed by the Government by means of the standard invoice procedure.

5.7 Housing Refurbishment and Repairs

The Contractor shall provide repairs as minimally necessary to provide housing at least equivalent to the standards set forth in (15 FAM 200). Where feasible, repairs and services shall be provided as part of the lease agreement.

5.8 Contractor Responsibility for Housing and Office Security and Safety In coordination with the COR and, where possible, the U.S. Embassy Regional Security Officer, Post Occupational Safety and Health Office(r) and Inter-Agency Housing Board, the Contractor shall ensure that residences and office space meet applicable U.S. Embassy security and safety guidelines. Where possible, the Contractor shall secure off-street parking as part of the housing lease.

5.9 Contractor Lease Record Responsibilities

The Contractor shall maintain a record of all leaseholds. The lease shall be translated into English and the terms and conditions disclosed to OTA. The OTA advisor shall certify that he/she has read and understands the terms and conditions of the lease. The lease shall also be transferable as specified by OTA in the event of termination of advisor’s assignment. The Contractor shall include in each lease a clause, which permits the termination of the lease on 30-day notice at no cost to the lease holder. In cases where a longer-term termination is required, this shall be specifically approved by the COR. A copy of the executed lease and its translation shall be provided to the COR after execution of the lease.

5.9.1 Transferability of Leases

When entering into residential or commercial lease agreements, the Contractor shall include a transferability clause that allows the lease to be held either by OTA or a subsequent Contractor.

5.10 Housing Furnishing & Appliances

The Contractor shall ensure that the furnishings and appliances listed below are provided to each advisor, either through the lease or by the Contractor. The CO or COR must authorize the provision of items not on the list. Furnishings and appliances purchased under this contract become U.S. Government property unless otherwise provided in writing by the CO. Property shall be managed consistently with the requirements of this contract (see 10.3.2 Management of Government Property). The Contractor shall provide appliances (and transformers when they are needed) in consultation with advisors and the COR. Electrical appliances must be capable of being operated on local electricity, usually 220 volt and 50 cycle current.

5.11 Utilities

The Contractor shall provide necessary utilities for the advisors. These utilities will include electricity, gas, water, telephone service (including mobile or cellular communications) and local telephone and Internet installation. The Contractor is not authorized to provide cable (television). In cases where “cable” is bundled with Internet, the Contractor shall make the best estimate of individual services of the bundled package. The contractor shall provide landlines not necessary unless the Embassy requires them or it is more costly to remove them from the house than keep them. Where feasible, utility charges should be included in lease payments.

5.12 Office Support

OTA advisors normally work in office space provided by counterpart ministries or agencies.

Occasionally, advisors may work outside ministries in offices, which OTA will require that the Contractor lease. The Contractor shall provide office equipment and other office supplies and necessities as requested by the Government, including but not limited to, pens, paper, staplers, tape, etc. When tasked by the COR, the Contractor shall also provide office furniture, filing cabinets, copiers, air conditioners, window coverings, fax machines, and telephones (including cellular) and business cards for advisors or Assistants. Additional equipment and supplies may be necessary in certain countries due to security considerations. The Contractor shall provide custodial services for the offices only when specifically authorized by the COR.

5.13 Office Refurbishment and Repair

The Contractor shall provide refurbishment and repair of office space assigned to OTA advisors as required for performance of their technical assistance activities, including refurbishment and repair of office space required for training of counterpart staff. It also includes refurbishment off office space to meet applicable U.S. embassy security and safety guidelines. This refurbishment and repair may include office space provided by counterpart ministries or agencies of foreign governments. Where feasible, refurbishment and repair conducted in leased office space shall be provided as part of the lease agreement.

5.14 Car and Driver Support to Advisors

When tasked by the COR, the Contractor shall provide car/driver services as required for official government business. Provision of a car and driver for personal business, including for travel between residence and workplace is not authorized unless specifically tasked by the COR based on an OTA determination.

5.15 Language Training

With COR approval, the Contractor should be able to provide and/or pay directly for language training for advisors consistent with State Department regulations or practice. This training may take place in the U.S. or abroad at an advisor’s post of assignment.

5.16 International Courier Support

When tasked by the COR, the Contractor shall provide international express air mail service using a competitively priced commercial courier service to advisors at specific locations. The mail service shall provide pick-up and delivery of packages in both the U.S. and foreign locations (up to weekly frequency) as designated by the COR. Additional pick-up and delivery outside of the normal weekly schedule will be accomplished on an as-needed basis. The Contractor shall exercise due diligence in managing this service but will not be held liable for any losses associated with the service beyond the Contractor's control. Liability rests with the sender or recipient of the mail, with users of this service notified accordingly. Prohibited items identified during packaging by the Contractor shall be returned to the sender.

5.17 Courier Support between OTA and Contractor Facility

The Contractor shall provide courier services between OTA and the Contractor’s local office.

The courier services shall expedite the flow of official letters and documents between the OTA and the Contractor. The courier services shall also be used for the pick-up and delivery of international express mail. The Contractor's courier shall pick up and deliver mail up to once a week between OTA and the Contractor’s local facility.

5.18 Use of Pouch Facilities

Use of diplomatic pouch is controlled by the Department of State. The Department of State has authorized the use of pouch facilities as a general policy. The Contractor is authorized use of pouch facilities in connection with execution of this contract and shall abide by such regulations as apply to use of this service; however, the final decision regarding use of pouch facilities rests with the Embassy. In consideration of the use of pouch facilities, the Contractor and advisors agree to indemnify and hold harmless the Government for loss or damage occurring in pouch transmission. The Contractor shall provide information pertaining to use of pouch facilities to advisors, and other authorized users, and shall obtain a written statement indemnifying the Contractor and Government in connection with use of pouch facilities.

5.19 Contractor Travel Capability

The Contractor shall provide personnel capable of traveling to any country in the world where OTA operates, and on short notice (sometimes only a matter of days), to set-up support activities, implement and monitor subcontractors and resolve problems/issues that may arise. The Contractor shall provide a written report including a description of the mission, the results of the mission and further action planned, if any. The Contractor shall submit the trip report to the CO and COR no later than fifteen (15) business days from the end of the trip. Include in each trip report project country resource issues and requirements identified by the COR such as:

availability of short-term living accommodations (apartments or houses), office space (see

Section 8. Security Services) and refurbishment, furniture, appliances, leases and utilities, administrative support (including assistance in securing customs clearance, local licenses, and other types of permits), inventory of Government furnished property (office equipment, computers, e-mail), subcontractor relationships, and such other support as is necessary to maintain a living and working environment for the advisors, which is comparable to other U.S.

Government employees stationed in the project countries. All Contractor travel shall be performed in accordance with Government Travel Regulations. In certain instances, Contractor trips will inform Requests for CO Consent to Subcontract to provide services to OTA in that country.

5.20 Conference and Workshop Support

When tasked by the COR, the Contractor shall provide support services for OTA conferences and/or workshops worldwide. These conferences and/or workshops may also include participants from cooperating governments. The Contractor shall provide conference and/or workshop sites, purchase tickets for participants; provide local transportation, provide visa services, procure translation/interpretation services; procure facilitator assistance, and rent or purchase equipment, materials and supplies.

5.21 Support to OTA Washington Office Activities

The Contractor shall furnish logistical support services necessary to support OTA activities in the Washington, D.C. metropolitan area.

5.22 Support for Work Studies/Seminars/Training Courses

OTA requires logistical support for foreign government officials and other individuals visiting the United States or other countries. The Contractor shall coordinate and implement logistical support arrangements foreign national government officials and others participating in the work studies, seminars or training programs. Logistical support includes airline reservations and/or ticket purchase, airport pickup, hotel accommodations, translators, interpreters, meeting space, support equipment, ground transportation, provision of applicable per diem, and visa services.

5.23 Procurement of Project Support Equipment

The Contractor shall procure equipment and supplies to provide technical assistance to counterpart ministries worldwide. The Contractor shall procure specified equipment, using a competitive process, and make arrangements for its shipment to the appropriate location. In other cases, the government will procure equipment directly and then request the Contractor to ship it to a given location. The Contractor shall carry out inspection and acceptance functions as the government’s agent for project support equipment. The Contractor shall provide services related to provision of the equipment, such as equipment installation services, provision of licenses, and staff training services.

6.0 OTHER PERFORMANCE REQUIREMENTS AND INFORMATION

6.1 Contractor Capabilities and Responsibilities

The Contractor must maintain the following general capabilities and responsibilities throughout the life of the contract:

• An organizational structure permitting it to provide rapid and responsive services to all present OTA programs worldwide.

• The capability to initiate services in new countries or new locations within a country no later than thirty (30) days after receipt of COR request.

• Established policies and procedures governing provision and management logistical services as set forth in this Performance Work Statement.

• Contractual relationships in locations in which OTA has support requirements permitting it to provide staffing and respond to local procurement requirements.

• A computerized accounting system capable of segregating and reporting costs by categories identified in PWS section 4.6 (Monthly Electronic Expenditure Reports).

• A system to control, protect, preserve, and maintain all Government property which it procures and/or manages for OTA under this contract.

• Have or acquire a system that tracks project tasks (“taskings”) and collects data on status, concerned parties, costs and response time. This should be a web-enabled system at allows for worldwide access via the Internet. The system should allow OTA headquarters staff to submit tasking requests, review those requests, approve those requests (COR), and monitor the status of those requests through the performance lifecycle. The system should also identify funds available for each CLIN/Shipment based on a) current contract status of funds and b) projected liabilities of approved but yet-unbilled tasks.

6.2 Quality Management

The Government and the Contractor shall work together to establish and periodically review mutually agreed upon Performance Requirements. OTA recognizes that activities in different locations may require adoption of differing Performance Standards. The Government requires that Performance Standards be established, as a minimum, in the areas of Staffing Support Services, Freight Forwarding Services, and Other Logistical Support Services.

The Government will use a Quality Assurance Surveillance Plan (QASP) as internal guidance for how to monitor compliance with contract terms and conditions, identify nonconforming services to determine appropriate action. This plan sets forth the method and manner by which the Government intends to conduct surveillance of work under the contract and is subject to a bilateral change via modification of the contract. All work required by the contract is subject to surveillance whether or not specifically included in the plan. The Contractor shall maintain and utilize a quality control plan which correlates to the Performance Requirements within the QASP throughout the life of the contract.

6.2.1 Staffing Support Services. The following performance standards are required:

• Time required for Contractor to establish a recommended “salary range” for staffing support services once the COR provides a statement of government position requirements;

• Time required for Contractor to provide an OTA advisor with a suitable candidate for a staffing support position once a salary range is determined. Contractor shall follow a standard competitive process in identifying candidates and shall be able to provide documentation of this process to the COR upon request;

• Time required for Contractor to carry out annual reviews of position salaries and make necessary adjustments in pay;

• Time required for Contractor to terminate positions no longer required, in accordance with local labor law and practice; and,

• The Contractor shall develop methods to evaluate the adequacy and responsiveness of services provided.

6.2.2 Other Logistical Support Services. The following performance standards are required (OTA recognizes that standards may vary from country to country.):

• Time required for the Contractor to put housing and office support in place in a country for a new Resident Advisor;

• Time required to provide support for an Intermittent Advisor or visiting Government official;

• Time required to coordinate and facilitate an advisor conference;

• Time required to respond to performance problems within a project country raised by the

CO or COR; and,

• The Contractor shall develop methods to evaluate the adequacy and responsiveness of services provided.

The Government and Contractor will final performance requirements during the Post-Award Conference. These standards shall be tracked and monitored by the program’s data and task management system.

6.3 Government Property

6.3.1 Management of Government Property.

Management of Government Property shall be in accordance with the Federal Acquisition Regulations Part 45 and 14 FAM 400, and the terms and conditions of the contract.

The contractor is directly responsible and accountable for all Government Property procured, maintained, and utilized in the performance of the PWS. This includes Government Property in the possession or control of a subcontractor or advisor.

The contractor shall establish and maintain a system to control, protect, and maintain all Government Property. The Contractor shall maintain a Government Property Management Plan.

At a minimum, the Plan shall address the management and control procedures to be utilized for Government Property during the execution of this requirement. This Plan shall be submitted to the CO and COR no later than 45 days after award of the contract. The plan shall be reviewed and, if satisfactory, approved in writing by the COR. Updates to the system shall be made as necessary. The Plan shall be reviewed annually, and the contractor shall either submit to the COR in writing proposed updates or confirm no changes are necessary.

If the COR finds any portion of the contractor's property control system to be inadequate, the contractor must take corrective action.

6.3.2 Inventory Records

The contractor’s Government Property management system must include property control records that shall constitute the Government's official property records. The official property records must identify all Government Property and provide a complete, current, auditable record of all transactions. The Contractor's property control records shall provide the following information for every item of Government Property procured, maintained, and utilized in the performance of the PWS: (1) nomenclature, (2) quantity received, issued, and on hand, (3) unit of issue, (4) unit purchase price and date of purchase, (5) manufacturer, model number, and/or serial number, (6) condition, (7) location (full address and identification of accountable individual), (8) unique contractor assigned property control number, (9) disposition, (10) contract number, (11) posting reference and date of transaction. The contractor shall perform an inventory of all Government Property semi-annually (twice a year) and report the results of the inventory in MS Excel format and transmit it by electronic means to the CO and COR no later than 15 days after the completion of the semi-annual inventory. The inventory report shall include the property control records data items (1) through (11) as stated above for each article of Government Property. The electronic data shall be capable of being sorted by country, by accountable individual, by nomenclature, or by other data item (1) through (11) in order to facilitate the use of the data by the Contractor, CO, and COR.

6.4 Training

Contractor staff may be required to attend government-provided information security awareness briefings or training at the discretion of the COR.