1_Attachment_A_-_PWS(1).doc

ATTACHMENT A

UNITED STATES COAST GUARD

DEPUTY COMMANDANT FOR MISSION SUPPORT (DCMS-81)

LOGISTICS & TECHNOLOGY ACADEMIC TRAINING

PERFORMANCE WORK STATEMENT (PWS)

1.0 GENERAL

1.1 BACKGROUND

In 2006, the United States Coast Guard (USCG) began a major transformation in how mission support (logistics) was performed. The new concept centralized management of logistics programs and services, and increased the role of total life cycle support on Coast Guard leaders and managers. In 2008, the Coast Guard appropriation included funds to train mid & senior grade personnel beside our Department of Defense (DoD) counterparts in advanced logistics concepts and the use of technology in our logistics systems. This understanding of logistics concepts is essential to the missions of the Coast Guard to function successfully alongside other US military organizations without logistical conflicts at military and government sites. In addition, it greatly enhances the Coast Guard’s operational missions to have highly qualified personnel trained in logistics.

1.2. SCOPE

The purpose of this Indefinite Delivery Indefinite Quantity (IDIQ) contract is to obtain Contractor provided training support services, lodging, and meals, to assist the USCG in training advanced logistics and system life cycle concepts, practices, and management, for mid/senior personnel; logistics concepts, management, and strategy, for executive level personnel; and the philosophy and methods of total life cycle support for equipment and systems. Courses are not to be developmental. All courses should be pre-existing in the market place and taught commercially. The courses are not be geared for the USCG but should focus on content within the constraints and requirements of a military/government system. A mix of both Coast Guard military personnel and civilian employees will attend all courses. The Contractor shall provide qualified personnel to perform these requirements.

1.3 CONTRACTOR PERSONNEL.

1.3.1 Point of Contact. The Contractor shall provide a qualified Point of Contact to assist with the fulfillment of the requirements herein and class scheduling.

1.3.1.1 The Point of Contact shall be a single point of contact for the Contracting Officer (KO) and the designated representatives of the KO. During any absence of the Point of Contact, only one (1) alternate shall have full authority to act for the Contractor on all matters relating to work performed under this Contract. The Point of Contact shall provide status reports per PWS Section 1.10, “STATUS REPORTS”.

1.3.1.2 The Point of Contact and all alternates shall be able to: read, write, speak, and understand, English fluently and shall be a citizen or legal resident of the United States.

1.3.1.3 The Point of Contact shall be available to the Contracting Officer’s Representative (COR) via telephone between the hours of 0830 and 1730 Eastern Time, Monday through Friday, and shall respond within (4) four hours of notification for discussion and resolution of technical problems.

1.3.2 Qualified Personnel. The Contractor shall provide qualified personnel to perform all requirements and comply with all schedules specified in each task order awarded under the contract. Task orders under this contract shall require instructors who have met the specific qualifications and experience outlined in the next section.

1.3.3 General Instructor Qualifications. The Contractor shall provide qualified instructors to perform all requirements specified herein. For each course, the instructors shall have, at a minimum, the following qualifications:

1.3.3.1 Have at least three (3) years experience in the development and/or management of logistics operations and oversight; technology development and application to logistics issues; strategic planning, and/or leadership and organizational management.

1.3.3.2 Have at least one (1) year of experience instructing groups of ten (10) or more students.

1.3.3.3 Speak and write in English.

1.4 PLACE OF PERFORMANCE.

The work to be performed under this IDIQ will be performed at the Contractor’s facilities. The Contractor’s facilities shall be within fifty (50) miles from an airport within the continental United States. The Contractor’s facilities shall already be served by commercial transportation (e.g. taxi, bus, train, airport/hotel shuttle, etc.).

1.5 HOURS OF OPERATIONS

The Contractor is free to operate within their normal commercial practices regarding the hours of operations.

1.6 TRAVEL

Contractor travel shall not be reimbursed under this IDIQ.

1.7 SECURITY

All support positions under this contract are classified as non-critical. However, Contractor personnel will have access to privacy information and shall maintain the privacy and integrity of all such data in accordance with the Privacy Act (5 USC 522a) and all applicable U.S. Coast Guard and Department of Homeland Security rules and regulations contained in this contract.

1.8 POST AWARD MEETING

The Contractor shall attend a Post Award Meeting with the KO, the COR, and other designated representatives at the Government’s facility (either in-person or telephonically) within seven (7) business days after contract award. The purpose of this meeting is review project timelines, milestones, and contract objectives.

1.9 CURRICULUM REVIEW

The Contractor shall provide a curriculum in conjunction with their proposal for evaluation purposes. The Contractor shall provide a final curriculum for review to the Contracting Officer and COR not later than ten (10) business days after the Post Award Meeting. The Contracting Officer and COR will respond as soon as possible with any comments for final adjudication between the parties.

1.10 STATUS REPORTS

The Contractor shall submit a status report to the COR via electronic mail within ten (10) business days after each course session. This report shall identify evaluation results, student progress, and any suggestions for improvements.

1.11 STATUS MEETINGS.

The Point of Contact may be required to speak with the COR periodically to evaluate Contractor performance, deliverables, and to ensure that all Contractor activities are aligned with the USCG objectives. A mutual effort will be made to resolve all problems identified during these meetings. Specific meeting requirements will be provided in each task order.

1.12 GENERAL REPORTING REQUIREMENTS.

All reports generated under each task order shall be delivered to the Coast Guard in electronic format, with read/write capability and compatible with the Microsoft Office 2007 applications.

1.13 CONFLICT OF INTEREST.

The Contractor shall not employ any person who is an employee of the United States Government if that employment would, or would appear to cause, a conflict of interest.

1.14 GENERAL COURSE INFORMATION

1.14.1 Course Size

The attendance of USCG personnel will range from one (1) person to a maximum of six (6) people per course.

1.14.2 Course Schedule

The COR will coordinate course dates with the Contractor and at no time will a course be requested less than thirty (30) days prior to the proposed convening date. At least one (1) week prior to each course convening, the COR will provide the Contractor a copy of the student roster.

1.14.3 Contractor Facility Visits. The COR or other designated government representative may periodically visit the training facility to evaluate Contractor performance. This may include observation of instructors, student materials, and facilities. Visits shall be conducted during the Contractor’s stated business hours.

2.0 GOVERNMENT DEFINITIONS

2.1 AJAX – Asynchronous JavaScript 2.2 CFR – Code of Federal Regulations 2.3 COR – Contracting Officer Representative

2.4 COTS – Commercial Off-The-Shelf 2.5 DHS – Department of Homeland Security 2.6 DoD – Department of Defense

2.7 EIT – Electronic Information Technology 2.8 FAR – Federal Acquisition Regulation 2.9 GOTS – Government Off-The-Shelf

2.10 IDIQ – Indefinite Delivery Indefinite Quantity contract 2.11 KO – Contracting Officer 2.12 MD – Management Directive 2.13 NLT – No Later Than 2.14 OAST – Office of Accessible Systems and Technology (Within DHS)

2.15 PDA – Personal Data Assistants 2.16 P.L. – Public Law 2.17 PRS – Performance Requirements Summary 2.18 PWS – Performance Work Statement 2.19 SCM – Supply Chain Management 2.20 TTY – Teletypewriter 2.21 USCG – United States Coast Guard 2.22 XML – Extensible Markup Language

3.0 GOVERNMENT FURNISHED RESOURCES. There are no Government furnished resources for this contract.

4.0 CONTRACTOR FURNISHED RESOURCES

4.1 Contractor Facilities. The Contractor shall furnish all: facilities, materials, equipment, and services, necessary to fulfill the requirements herein, including the following:

4.1.1 Classroom and study facilities suitable for the training provided.

4.1.2 All training aids, including any audio-visuals, mockups, or simulations, listed in the program must be accurate and appropriate to the course for which they are used.

4.1.3 All training materials (e.g., books, handouts, papers, etc.) required for the training.

4.2 LODGING

USCG personnel will require lodging while on the Contractor’s facilities. All provided Contractor lodging shall be clean and be single-occupancy in nature. The rooms shall provide (at a minimum) a bed, a chair, and a desk with appropriate lighting. The rooms shall also have an attached private bath with full toilet and shower. Rooms should be of similar size and type for all Government participants.

4.2.1 Rooms shall be provided with regularly scheduled housekeeping services.

4.2.2 Lodging shall be in compliance with The Hotel and Motel Fire Safety Act of 1990, PL101-391, 15 USC Sec. 2225.

http://www.gpo.gov/fdsys/granule/USCODE-2011-title15/USCODE-2011-title15-chap49-sec2225/content-detail.html https://www.gsa.gov/travel/plan-book/per-diem-rates/fire-safe-hotels Facilities must be listed in the U.S. Fire Administration Hotel-Motel Master List to be considered suitable: https://apps.usfa.fema.gov/hotel/.

4.3 MEALS

All USCG personnel will require three (3) meals per day while lodging on the Contractor’s facilities. Meal standards shall be in accordance with the DoD Manual for the DoD Food Program and the DoD Menu Standards, updated as of December 15, 2010, located here: http://www.public.navy.mil/bupers-npc/support/21st_Century_Sailor/physical/Documents/DOD%20Nutrition%20Standards-FINAL%20.pdf.

5.0 REQUIREMENTS.

The Contractor shall provide academic training in the three (3) areas listed below, as well as food services and lodging as an integrated part of the training experience.

All courses shall conclude with an examination that measures the knowledge comprehension by the students. This examination can be in any format desired by the Contractor, provided that the examinations accurately assesses the material that the student has been expected to retain..

No course shall last more than ten (10) business days.

5.1 ADVANCED LOGISTICS COURSE.

This course shall concentrate on the business processes comprising the Logistics concept, including: enterprise resource planning systems, life cycle management, inventory control, and supply chain management. Students shall become familiar with: terminology, operating concepts, and system integration of logistics, acquisition, and sustainment processes. The course shall also introduce and review topics impacting logistics and sustainment requirements and performance, such as the following:

5.1.1 Partnerships with suppliers and customers and the importance of their perspective in developing and executing logistics and supply chain management;

5.1.2 Supply chain management (SCM) planning and customer focused outcomes.

5.1.3 Technology innovation to enhance logistics and issues that may drive logistics practices in the future.

5.1.4 Explore strategies used by the leading companies and organizations to improve logistics performance.

5.1.5 Explore the relationships and impacts of economic changes and political influences on logistics and organizations.

5.1.6 Develop techniques for problem solving and evaluation of complex problems in logistics: management, planning, staging, or deployment.

5.2 EXECUTIVE LOGISTICS COURSE.

This course shall focus on strategic considerations surrounding the development and sustainment of enterprise logistics systems from the senior executive perspective. Topics shall include: enterprise resource planning systems, life cycle management, enterprise sustainment concepts, and the following measures:

5.2.1 Globalization and the strategic challenges and priorities for logistics and supply chain management;

5.2.2 Technology innovation to enhance logistics and issues that may drive logistics practices in the future.

5.2.3 Comparison between Government and private sector partners to establish best practices;

5.2.4 Change management theories of organizational change and culture and how they affect the transformation process.

5.3 LIFE CYCLE MANAGEMENT COURSE.

This course shall enhance the students’ understanding of logistics and the concept of total life cycle support through sustainment integration & improvement, system engineering concepts, and analysis of commercial industry and DoD best practices.

5.3.1 Explore the interaction between product life cycle management and supply chain management.

5.3.2 Discuss systems engineering approaches and advances that facilitate transformational logistics systems for life cycle support.

5.3.3 Evaluate the role of logistics in system design and maintenance system development and operation.

5.3.4 Review common systems improvement techniques: Lean Six Sigma, Theory of Constraints, and others.

5.3.5 Explore strategies used by the leading companies and organizations to improve supply chain performance.

5.4 COURSE COMPLETETION AND EVALUATION QUESTIONNAIRE.

The Contractor shall provide a short course evaluation questionnaire to all students at the end of every course. All questionnaires shall be provided to the COR no later than ten (10) business days in advance prior to the course for review and approval. All completed questionnaires shall be provided to the COR no later than ten (10) business days after each course conclusion.

5.4.1 The Contractor shall submit to the COR a course completion report as part of the status report (as noted in PWS Section 1.10) within ten (10) days after the end of each class convening. The report shall include, as a minimum: a student roster (including a list of which students passed the course and which did not, along with each student’s grade), student critiques, instructor comments/observations.

5.5 RESERVED.

5.6 TRAINING CERTIFICATE.

The Contractor shall provide a suitable certificate of completion for those students successfully completing the course of instruction. The training certificates shall be sent to the COR and student via email no later than ten (10) business days after the completion of each course.

6.0 SECTION 508 COMPLIANCE.

Section 508 of the Rehabilitation Act (29 USC 794d), as amended by the Workforce Investment Act of 1998 (P.L. 105-220), August 7, 1998, requires that when Federal agencies develop; procure; maintain; or use electronic and information technology, they must ensure that it is accessible to people with disabilities, unless it would pose an undue burden to do so. Federal employees and members of the public who have disabilities must have access to and use of information and services that is comparable to the access and use available to non-disabled Federal employees and members of the public. For additional information, please refer to Federal Acquisition Regulation (FAR) Subpart 39.2 or http://www.section508.gov.

All Electronic Information Technology (EIT) deliverables within this work statement shall comply with the applicable technical and functional performance criteria of Section 508 unless exempt. Specifically, the following applicable standards have been identified:

36 Code of Federal Regulations (CFR) 1194.21 - Software Applications and Operating Systems, applies to all EIT software applications and operating systems procured or developed under this work statement including but not limited to Government Off-The Shelf (GOTS) and Commerical Off-The-Shelf (COTS) software. In addition, this standard is to be applied to Web-based applications when needed to fulfill the functional performance criteria. This standard also applies to some Web based applications as described within 36 CFR 1194.22

36 CFR 1194.22 - Web-based Intranet and internet Information and Applications, applies to all Web-based deliverables, including documentation and reports procured or developed under this work statement. When any Web application uses a dynamic (non-static) interface, embeds custom user control(s), embeds video or multimedia, uses proprietary or technical approaches such as, but not limited to, Flash or Asynchronous JavaScript and XML (AJAX) then “1194.21 Software” standards also apply to fulfill functional performance criteria.

36 CFR 1194.23 - Telecommunications Products, applies to all telecommunications products including end-user interfaces such as telephones and non end-user interfaces such as switches, circuits, etc. That are procured, developed or used by the Federal Government.

36 CFR 1194.24 - Video and Multi-media Products, applies to all video and multimedia products that are procured or developed under this work statement. Any video or multimedia presentation shall also comply with the software standards (1194.21) when the presentation is through the use of a Web or Software application interface having user controls available.

36 CFR 1194.25 – Self Contained, Closed Products, applies to all EIT products such as printers, copiers, and fax machines, kiosks that are procured or developed under this work statement.

36 CFR 1194.26 – Desktop and Portable Computers, applies to desktop and portable computers, including but not limited to laptops and personal data assistants (PDA) that are procured or developed under this work statement.

36 CFR 1194.31 – Functional Performance Criteria applies to all EIT deliverables regardless of delivery method. All EIT deliverables shall use technical standards, regardless of technology, to fulfill the functional performance criteria.

36 CFR 1194.41 – Information Documentation and Support, applies to all documents, reports, as well as help and support services. To ensure that documents and reports fulfill the required “1194.31 Functional Performance Criteria”, they shall comply with the technical standard associated with Web-based Intranet and internet Information and Applications at a minimum. In addition, any help or support provided in this work statement that offer telephone support, such as, but not limited to, a help desk shall have the ability to transmit and receive messages using TTY.

Exceptions for this work statement have been determined by DHS and only the exceptions described herein may be applied. Any request for additional exceptions shall be sent to the COR and determination will be made in accordance with DHS MD 4010.2. DHS has identified the following exceptions that may apply:

36 CFR 1194.2(b) – (COTS/GOTS products), When procuring a product, each agency shall procure products which comply with the provisions in this part when such products are available in the commercial marketplace or when such products are developed in response to a Government solicitation. Agencies cannot claim a product as a whole is not commercially available because no product in the marketplace meets all the standards. If products are commercially available that meets some but not all of the standards, the agency must procure the product that best meets the standards.

When applying this standard, all procurements of EIT shall have documentation of market research that identify a list of products or services that first meet the agency business needs, and from that list of products or services, an analysis that the selected product met more of the accessibility requirements than the non-selected products as required by FAR 39.2. Any selection of a product or service that meets less accessibility standards due to a significant difficulty or expense shall only be permitted under an undue burden claim and requires approval from the DHS Office of Accessible Systems and Technology (OAST) in accordance with DHS Management Directive (MD) 4010.2.

36 CFR 1194.3(b) – Incidental to Contract, all EIT that is exclusively owned and used by the Contractor to fulfill this work statement does not require compliance with Section 508. This exception does not apply to any EIT deliverable, service or item that will be used by any Federal employee(s) or member(s) of the public. This exception only applies to those Contractors assigned to fulfill the obligations of this work statement and for the purposes of this requirement, are not considered members of the public.

36 CFR 1194.3(e) – Fundamental Alteration applies to the portions of this work statement where the item requires changes to comply with Section 508 and would render the required item useless for its indented purpose. Examples of this exception include but are not limited to items such as live event simulators, and complex graphical user interfaces where the business requirement is to display data onscreen to identify a visual relationship and it is impossible to provide the same information and functionality with text. This exception does not apply to the entire EIT as a whole. For instance, a topographical map (for visual representation consisting of nothing more than information ‘requiring’ a visual relationship between two or more visual elements that can’t be accomplished textually) may qualify for an exception, but the administrative portions and report features of the system would not be exempt. All portions of this work statement are considered not exempt unless explicitly identified by the COR. The COR shall be contacted for an itemized list of items that are approved to apply this exception. The DHS Office of Accessible OAST should be consulted prior to applying this standard.

7.0 DELIVERABLES.

Completed Forms – NLT ten (10) business days after completion of each course

8.0 PERFORMANCE REQUIREMENTS SUMMARY (PRS).

Performance standards for this PWS are outlined below.

Performance Objective