A03 Distibuted Learning PWS (20240426).pdf

Office of the Under Secretary of Defense (Comptroller) Distributed Learning (DL)

Performance Work Statement (PWS) Date: 26 April 2024

1. BACKGROUND

1.1. The OUSD(C) Financial Workforce Management Division (FWMD), as directed by the

Director, Human Capital and Resource Management and the Under Secretary of Defense (Comptroller) (USD(C)) and as stated in the Department of Defense Financial Management Strategy (FY22-26), optimize and evolve FM training solutions in an effort to meet DoD-wide civilian workforce planning needs and facilitate lifecycle management of the Department’s civilian Financial Management (FM) workforce. The FWMD is responsible for ensuring the DoD Financial Management workforce has the competencies, capacity, and tools to acquire, develop, and sustain the talent needed to meet current and future mission requirements.

1.2. Department of Defense Instruction (DoDI) 1300.26, DoD Financial Management Certification Program (DFMCP) establishes policy and assigns responsibilities for the DoD Financial Management Certification Program (DFMCP), establishes the DoD Financial Management (FM) Senior Leadership Group (SLG), the FM Component Functional Community Manager (CFCM) Stakeholder Group, and their governing structure, that supports the professional development of the FM workforce and provides a framework for a standard body of knowledge across the FM workforce. IAW this DoDI, all members of the DoD FM workforce are required to achieve and maintain a certain level of certification based on their position; the certification is course-based and requires a certain number of hours of instruction in defined FM and Leadership competencies at defined proficiency levels.

1.3. Currently, the DoD FM Certification Program Learning Management System (LMS) is the system of record for documenting the learning and certification achievements of all DoD FM workforce members. The LMS also hosts all of the OUSD(C) distributed learning courses.

Each member of the FM workforce accesses LMS to record achievements and to take distributed learning courses. In order to access LMS, an individual must have a DoD Common Access Card (CAC) and must have an account on the LMS. Only members of the FM workforce can access the LMS. The LMS is operated and maintained by Washington Headquarters Services (WHS) via a Memorandum of Agreement (MOA) between WHS and OUSD(C). OUSD(C) distributed learning courses are installed and hosted on LMS by WHS IAW this MOA.

1.4. Currently, there are eighty-three distributed learning courses in the FWMD course portfolio.

The high-level design document, pre-storyboard, storyboard, exam, course script, and courseware source code for these courses will be available to the contractor for use in performing this contract.

1.5. All existing courseware was developed using HTML5.

2. SCOPE

2.1. The objective of the FWMD is to provide sufficient National Association of State Boards of

Accountancy (NASBA)-compliant distributed learning courses such that any member of the DoD FM workforce can achieve certification, with the exception of the leadership requirement, entirely via these distributed learning courses.

2.2. The scope of this requirement encompasses all of the subject matter required for certification at any level, and it includes all of the expertise required to develop, deliver, and refresh distributed learning courses in support of the Certification Program. Any additional expenditure such as programmatic support requirements required for management and oversight shall be incorporated in the price calculations for each training course within the curriculum.

2.3. In addition, the scope includes an initiative aimed at increasing user engagement, improving the learning experience, eliminating duplicative content, and enhancing the effectiveness of the current courses. This initiative will result in 1) increasing the LOI of all or some of the courses from LOI II to LOI III, and 2) a reduction in the number of courses, and course hourse supported, by combining course content across two or more courses resulting in a single course.

3. SUMMARY OF REQUIREMENTS

3.1. Non-Personal Services

The services and performance required under this contract are determined to be not inherently governmental. The contractor shall not perform or give the appearance of performing inherently governmental functions as described in FAR Part 2 and Subpart 7.5, and all applicable DoD policy. The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. All contractor personnel shall identify themselves as contracted support personnel in all forms of communication with all entities with whom OUSD (C) has business dealings. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Contracting Officer immediately.

3.2. Business Relations

The contractor shall successfully integrate and coordinate all activity needed to execute the requirements specified herein. The contractor shall manage the timeliness, completeness, and quality of the contract deliverables. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of all contractor personnel (including subcontractors). The contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

3.3. Contract Management

3.3.1. The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this requirement. The contractor must maintain continuity between the support operations at the Pentagon and the contractor's corporate offices.

3.3.2. The contractor shall establish processes and assign appropriate resources to effectively administer this contract. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and contractor personnel assigned to support this contract. The contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on this requirement.

3.4. Subcontract Management

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor shall manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations.

Contractors may add subcontractors to their team after notification to the Contracting Officer or Contracting Officer Representative (COR).

3.5. Contractor Personnel, Disciplines, and Specialties

3.5.1. An integral part of successful performance under this contract is not only the production of quality products described in Section 4, but the responsiveness of contractor personnel in the day-to-day output of work products. While the end product or deliverable is vital to successful performance, day-to-day oversight also includes client interaction and responsiveness. Accordingly, the contractor is required to proactively maintain assigned tasks and be responsive to all entities with professional business dealings related to the assigned tasks.

3.5.2. The contractor must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the contractor shall keep in mind that the stability and continuity of the workforce are essential.

3.5.3. The work to be performed herein is considered bona fide professional labor and is exempt from the Fair Labor Standards Act (FLSA).

3.5.4. Contractor personnel must have the following general knowledge:

• Knowledge of Department of Defense (DoD) organizational elements and structure as it relates to OUSD(Comptroller).

• Knowledge and experience of personal computers, Microsoft Office software (i.e., Access, Excel, Word, PowerPoint, etc.) and online distributed learning application software.

• Knowledge and experience in development of course materials using adult learning principles, instructional system design methods, technical writing, process mapping, and distributed learning applications.

• Knowledge and experience in DoD and Federal Government accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, analysis/decision support, data analytics, acquisition, ethics, and other elements of DoD financial management.

3.5.5. Contractor personnel must have the following specialized DoD Financial Management experience and expertise:

• DoD Planning Programming Budget and Execution (PPBE)

• Developing and managing performance metrics

• Facilitation and administration of workshops and focus groups

• Federal CFO Act audit requirements (e.g., Financial Improvement and Audit Remediation –

FIAR)

• Financial Management Regulations as they pertain to DoD Financial Management

• Financial Management Enterprise-level Competencies

• Subject Matter Expertise in all of the subject matter described in Paragraph 4.01, Services

Required

3.5.6. Contractor preferred experience and knowledge includes the following:

• Working on a DoD Department-level staff (Service, OSD or Joint Staff)

• Financial management certification and certificate programs

3.6. Training

The contractor shall provide training, as necessary, for their own personnel to ensure that personnel are trained on the common suite of Microsoft Office tools (e.g., Word, Excel, and PowerPoint) and other applicable programs. The contractor shall also ensure that all of its employees have been properly trained and are qualified to perform assigned tasks under this PWS. The Government will provide or coordinate training on any new Government- provided equipment or Government-directed training (e.g., Information Assurance). If such training requires travel on the part of contractor employees, local travel costs (i.e., Metro) shall be borne by the contractor.

3.7. Travel

No travel is required in the performance of this contract.

3.8. Other Direct Costs

No other direct costs are required in the performance of this contract.

3.9. Location

The majority of the services associated with this effort is anticipated to be performed off-site at contractor facilities. However, some work may be performed on-site at Government facilities in the Washington, DC and surrounding metropolitan area.

3.10. Hours of Operation and Government Holidays

Normal workdays are Monday through Friday except U.S. Federal Holidays. Normal work hours at the OUSD(C) are 0830-1700 with a 30-minute unpaid lunch break. Contract employees working in government facilities shall start not earlier than 0700 and not later than 0900. Core hours of work are from 0900 to 1530 daily, and contract employees shall be available during core hours. During designated Government non-workdays or other periods where Government offices are closed due to weather or security conditions, the contractor shall be responsible for determining whether and where its employees will work.

4. SPECIFIC TASKS

4.1. General

4.1.1. Services Required - The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items necessary to:

• Design, develop, refresh, test, and deliver distributed learning courses in the areas of accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, audit remediation, analysis/decision support, data analytics, acquisition, ethics, and other elements of DoD financial management.

• Provide subject matter expertise and course content, or use content provided by government subject matter experts, for distributed learning courses in the areas of accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, audit remediation, analysis/decision support, data analytics, acquisition, ethics, and other elements of DoD financial management.

• Deliver LMS-accessible courses. The courses shall be in increments of at least one-half

(1/2) hour.

• Deliver all courses at Level of Interaction (LoI) III as defined in Para 4.1.5.2.

4.1.2. Compliance

4.1.2.1. All courses delivered by the contractor shall comply with the OUSD(C) Course Development Standards given in PWS Section 10. All course refreshes shall reflect any changes to Federal and DoD regulations, policies, standard operating procedures, and guidance.

4.1.2.2. All courses delivered by the contractor shall comply with the National Association of State Boards of Accountancy (NASBA) Statement on Standards for

Continuing Professional Education Programs. The following excerpts from these NASBA standards are provided for emphasis:

• Standard No. 4: CPE program sponsors must use activities, materials, and delivery systems that are current, technically accurate, and effectively designed. Course documentation must contain the most recent publication, revision, or review date.

Courses must be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, and so on. Courses in subjects that undergo frequent changes must be reviewed by an individual with subject matter expertise at least once a year to verify the currency of the content. Other courses must be reviewed at least every two years.

• Standard No. 5: CPE program sponsors of group, self-study, nano learning, and blended learning programs must ensure that learning activities are reviewed by qualified persons other than those who developed the programs to assure that the program is technically accurate and current and addresses the stated learning objectives. These reviews must occur before the first presentation of these materials and again after each significant revision of the CPE programs. The participation of at least one licensed Certified Public Accountant (CPA) (in good standing and holding an active license or the equivalent of an “active” CPA license in a U.S. jurisdiction) is required in the development of every program in accounting and auditing.

4.1.3. New Course Deliverables – Delivery and Acceptance Process

The contractor shall obtain government approval for the following deliverables from the COR or Functional Representative prior to proceeding with the next stage in course development. The contractor shall work closely with the Functional Representative in the development and delivery of these deliverables to ensure course content reflects the government’s requirement; this process shall be reflected in the contractor’s Project Management Plan.

• Deliverable #2, Learning Objectives (Terminal and Enabling)

• Deliverable #3, High Level Design Document

• Deliverable #5, Pre-Storyboard

• Deliverables #6 and #7, Storyboard and Exam

4.1.4. Refreshed Course Deliverables – Delivery and Acceptance Process

The contractor shall obtain government approval for the following deliverables from the COR or Functional Representative prior to proceeding with the next stage in course development. The contractor shall work closely with the Functional Representative in the development and delivery of these deliverables to ensure course content reflects the government’s requirement; this process shall be reflected in the contractor’s Project Management Plan.

• Deliverable #17, Refresh Analysis Report

• Deliverable #5, Pre-Storyboard

• Deliverables #6 and #7, Storyboard and Exam

4.1.5. Definitions

4.1.5.1. LMS Accessible Course: A fully functioning distributed learning course or multiple modules of instruction that presents the information; is aligned with the required DoD financial management competencies or other required subject areas;

provides instruction at the required proficiency levels; provides proficiency reviews;

and can be installed on, launched from, and run on the DoD FM Certification Learning Management System or similar OUSD(C) supported learning management system.

4.1.5.2. Level of Interaction: The LoI of a course corresponds directly to the degree of learner involvement and interactivity with the course. LoI ranges from I to IV as shown in the following table; the higher the LoI, the greater the learner involvement, interactivity, and effort to develop and refresh. All existing FWM courses are LoI II.

All or some of the existing courses will be upgraded to LOI III.

LEVELS OF INTERACTION (LOI)

LEVEL DESCRIPTION NOTES / LEARNER ACTIONS

I Basic Interaction

• Sensory Stimulus:

Moderate / video clips, emulations, and touch screen

• Branching: Simple / Single paths to original point

• Learning Level:

Comprehend / Understand

• Participation: Limited / Coactive (action of working together, cooperation

• Limited or no interaction; no ability to practice or attempt exercises

• Linear based content

• Typically, “click next” learning where learner must read information

• Little to no control of pace of learning

• Simple text, graphics and video

*Added

• Exercise some control over the presentation of content (for example, access hyperlinks to navigate a related series of screens; select an icon or avatar to hear tips, techniques, and procedures; discover information via an image map with multiple hotspots).

• Participate in drill and practice activities. Perform simple procedures to complete tasks and/or operate systems, sub-systems, or equipment (for example, use the mouse to manipulate a dial setting or drag a vehicle gearshift into the correct position).

• Demonstrate recall, comprehension, and simple application of information in both formative and summative assessments/evaluations.

• Process feedback in the form of simple equipment animation or verbal/textual information. Self-remediate by reviewing content via an alternative presentation or method of instruction.

II Intermediate Interaction • Transitional interactions: responses to instructional cues, clickable menus, drag and drop, multiple choice, multimedia

• Sensory Stimulus:

Complicated / Simulation scenarios, multiple screens

• Branching: Compound / Multiple paths to logical conclusion

• Learning Level:

Application / Decide

• Participation:

Substantial / Proactive

• Linear based content with knowledge checks

• More advanced audio and video often with transitions

• Basic navigational control

• Simple knowledge checks at the end of units – multiple choice

*Added

• Exercise substantial control over a nonlinear presentation to explore, discover, process, and respond to complex information, often alternating between multiple screens to keep pace with the instruction.

• Participate in a limited real-time simulation of performance or gaming in an operational setting.

• Process scenario-based instructional cues, make decisions and/or take actions, and respond to rapidly presented, authentic consequences to progress through multiple levels of branched instruction and/or accomplish complex tasks that emulate real job performance.

• Analyze, apply, synthesize, and/or evaluate complex information and perform complex skills within acceptable parameters (for example, time limits, number of errors) in both formative and summative assessments/evaluations.

• Process feedback in the form of intrinsic consequences.

• Self-remediate by making different choices or taking alternative actions to progress through branched instruction.

III Advanced Interaction

• Sensory Stimulus:

Complex / Simulation, gaming, and other players

• Branching:

Complex / Multiple paths to logical conclusion

• Learning Level:

Analyze / Compare

• Participation: Total / Anticipatory

• Advanced interactions: more control over the learning experience with customization based on the learner’s input

• Decision or scenario based content

• Ability to enter text or input data to simulate a system or process

• Animation, complex video, branching scenarios

• Conceptual based knowledge checks and testing

*Added

• Exercise total control over the presentation. The learner operates in the environment without instructional cues. This level is used to simulate highly complex operational and maintenance procedures that often support certification.

• Maximum flexibility and multi-level branching allow a high degree of interactivity in the form of simulator and gaming environments. This level is capable of real-time simulation of performance in the operational setting. After action and natural consequences are given based on performance.

• This level incorporates artificial intelligence components and employs state-of-the art technology for simulation and communication.

• Used for computer evaluation of learner performance and intellectual skills using computer-based predictive and performance test items. Capability to generate time and error scores for performance test items.

• The learner operates in a game-like environment that may involve other players and/or computer-generated team players.

• The learner works in an environment simulating decision-making events incorporating multiple tasks.

IV Immersion

• Sensory Stimulus:

Chaotic / Virtual reality, multimedia, and

AI

• Branching: Complex / Multiple paths to logical conclusion

• Learning Level:

Evaluate / Conclude

• Participation: Total / Immersive

• Simulates life-like experience, high frequency of interaction,

• Interactive or immersion-based content

• May leverage artificial intelligence for simulations; flight simulation

• Extensive use of avatars, 3D, animation and gaming techniques, may leverage multiple learnings interactions

• More advanced scenario branching and questioning

*Added

• A computer replicated environment, real or imagined, in which the learner moves and responds to sensory cues.

• A computer simulated environment replicating the learner’s physical presence and environment in a way that allows the user to interact using sight, touch, hearing, and smell.

Maximum flexibility and multi-level branching allow a high degree of interactivity in a real-time simulation of performance in the operational setting. After action and natural consequences are given based on performance.

• Incorporates artificial intelligence components and employs state-of-the-art technology for simulation and communication.

• The learner operates in a game-like environment that may involve other players and/or computer-generated team players.

• The learner works in an environment simulating decision-making, incorporating multiple tasks.

(*Notes added from Added (Ref: Army DL Program / TRADOC Pamphlet 350-70-12)

4.1.5.3. Refresh Complexity (RC): RC calculations will be used for courses that will not be transitioned from legacy LOI II to LOI III. In addition, LOI III courses that have been created as part of this requirement, in the Base and OY1, will be refreshed every two years and will use RC computations. RC is defined as the amount of effort required to refresh course that is one course hour in length as compared to the effort required to develop a new course that is one hour in length. The RC ranges from RC-0 to RC-100 in increments of 1. As part of the Refresh Analysis process in Section 8.4, Conduct Refresh Analysis and Deliverable #11, the contractor will use the OUSD(C) provided RC.

4.1.5.3.1. For example, a course with an RC of 0 would require 0% of the effort required to develop a new course, requires no changes, and is NASBA compliant. A course with an RC of 16 would require 16% of the effort required to develop a new course. A course with an RC of 52 would require 52% of the effort required to develop a new course.

4.1.5.4. Unit Price Refreshed Course: The Unit Price for a refreshed course is calculated as shown below. As described in paragraph 8.1, the Task 2 Unit Price is a fixed price per course hour to deliver a new course using contractor SME. As described in paragraph 8.2, the Task 3 Unit Price is a fixed price per course hour to deliver a new course using government SME. As described in paragraph 8.3, the Task 4 Unit Price is a fixed price per course to conduct a Refresh Analysis, regardless of course length.

4.1.5.4.1. Contractor SME Unit Price Refreshed Course

Contractor SME Unit Price = (Task 2 Unit Price – Task 4 Unit Price) X .01

4.1.5.4.2. Government SME Unit Price Refreshed Course

Government SME Unit Price = (Task 3 Unit Price – Task 4 Unit Price) X .01

4.2. Task 1 – Program Management

The contractor shall provide program management for all tasks in this PWS. The contractor shall identify a Program Manager (PM) to make work assignments and manage the efforts of contractor personnel and to act as the single point of contact between contractor personnel assigned to support this effort and the Government. The contractor shall establish processes and assign appropriate resources to effectively manage contractor personnel and administer this contract, shall maintain proper and accurate timekeeping records of assigned personnel, and shall respond to government requests for contractual actions in a timely fashion. The contractor shall inform the COR and the Contracting Officer of any problems or potential problems affecting performance. Verbal notification of problems shall be documented via email and included in the Monthly Status Report.

4.2.1. Project Management Plan (PMP)

The contractor shall deliver a Draft PMP for the base period of the contract as part of the quote submission. The contractor shall deliver a final PMP for the base period IAW PWS Section 6, Deliverables (Deliverable #1).

The project plan shall describe the contractor’s approach to the government’s requirement. The project plan shall provide summary and detail milestone schedules giving delivery dates for all the required deliverables. The summary schedule shall provide a top-level view of the program activities, courses that will be developed, courses that will be refreshed, and associated major milestones during the performance period. The detail schedule shall provide a breakout by course; i.e. for each course, identify the activities and deliverables and when they will be delivered. The plan must describe any dependencies on the government for items including provision of SME, government approvals to proceed, access to facilities or networks, government furnished equipment, and when the dependency occurs.

The contractor shall deliver courses and other deliverables IAW the government approved

PMP.

The project plan shall provide a technology forecast with a three-to-five-year horizon to identify changes in technology that have potential to impact the FWMD program; for example, the Adobe Flash end-of-life announcement effective December 31, 2020 made by Adobe Corporation in July 2017. The project plan shall identify risks and/or opportunities associated with these changes, provide recommended actions and, when approved by the government, implement the recommended actions.

4.2.2. Course Evaluation Summary (CES)

The contractor shall deliver a CES for each active course, i.e., each course that is available to DoD employees. The CES shall summarize the student evaluations for each course for the current reporting period and cumulatively. The CES shall include an analysis of the course evaluation data for each course. The CES is intended to be used by the government to gauge the learning experience of students taking the course. (Course Evaluation Summary / Deliverable #15)

4.2.3. Quality Control Plan (QCP)

The contractor shall develop and maintain an effective QCP (Quality Control Plan / Deliverable #15) to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control plan is the means by which the contractor ensures that work performed complies with the requirements of the contract.

The QCP shall document how the contractor will meet and comply with the quality standards specified in the PWS. At a minimum, the QCP must include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the contractor will use to maintain quality, timeliness, responsiveness, customer satisfaction, and any other requirements set forth in this

PWS.

4.2.4. Post Award Orientation (PAO)

The Post-Award Orientation shall be held within 7 calendar days of the start of performance.

Contractor shall schedule and conduct this meeting, in coordination with the Contracting Officer’s Representative (COR), and Functional Representative.

The purpose of the Post-Award Orientation is to: 1) discuss any unique characteristics of the requirement(s); 2) identify stakeholders' roles and responsibilities; 3) review the 30-day

Transition-in to full performance and 4) establish a common understanding of cost, schedule, and performance expectations.

The contractor shall provide Post Award Orientation Briefing Slides and minutes (Post Award Orientation / Deliverable #19). Slides, at a minimum, shall identify the key stakeholders and highlight their roles and responsibilities, describe the requirement and contractor’s approach, and describe monthly status reporting (cost, schedule, and performance). Minutes (with a list of attendees) shall capture the substance of the meeting. Provide draft of slides three calendar days prior to PAO.

4.2.5. Monthly Status Report

The contractor shall deliver a Monthly Status Report (MSR) (Deliverable #12). The purpose of the MSR is to assist the government with surveillance and to provide support for the contractor’s invoice. The MSR shall include a draft of the contractor’s monthly invoice.

The MSR shall summarize activity against plan since the previous MSR report and shall describe any risks or impediments to the contractor’s efforts. The MSR shall include a narrative description of the contractor’s activities and PWS deliverables provided.

The MSR shall provide a Contract Funds Summary Status by CLIN as follows: total funds obligated, amount billed this reporting period, cumulative amount billed to date, and funds remaining. The MSR shall provide a Contract Funds Detail Status that shows by CLIN the amount billed this reporting period and provides detail showing how the contractor arrived at the amount billed during the reporting period for each CLIN.

4.2.6. Meetings

4.2.6.1. Monthly Contract Status Meetings

This meeting shall be conducted at the FWMD offices in the Pentagon and/or telephonically each month as agreed upon by the government. The purpose of the meeting is to review contractor activity against plan, discuss risks to performance, and discuss invoices and other contract administration matters. The MSR shall be the basis for discussion at the meeting.

4.2.6.2. Weekly Development Status Meetings

This meeting shall be conducted at the FWMD offices in the Pentagon and/or telephonically each week as agreed upon by the government. The purpose of the meeting is to review and discuss contractor activity with FWMD managers.

4.2.6.3. Ad Hoc Meetings

The contractor shall conduct ad hoc meetings at the direction of the government.

Meetings shall be conducted at the FWMD offices in the Pentagon and/or telephonically.

4.2.6.4. Meeting Minutes

The contractor shall deliver meeting minutes for all formal meetings with the government (internal and external to OUSD(C)). (Meeting Minutes / Deliverable #13)

4.2.7. Transition

4.2.7.1. Transition-In

The contractor shall deliver a Transition-In Plan (Transition-in Plan - Deliverable #16) that facilitates a seamless start-up and transition to full operations. Transition- In shall begin on the start of performance and shall be complete 30 calendar days after the start of performance.

• Describe start-up and transition efforts and activities, to include a schedule with milestones by activity.

• Identify points of contact (POCs) for liaison between the Government, the prime contractor, and other contracted industry partners to ensure a proper and orderly start-up and transition.

• Identify start-up risks and recommended mitigation, to include dependencies on the government or external parties.

• Ensure minimum disruption to vital Government business. The contractor shall ensure that there is no service degradation during the transition.

4.2.7.2. Transition-Out

The contractor shall deliver and execute a Transition-Out Plan (Transition-out Plan / Deliverable #17) sixty (60) days prior to the expiration of the contract that shall facilitate the accomplishment of a seamless transition from the incumbent to incoming contractor or Government personnel at the expiration of the order. The contractor shall establish and maintain effective communication with the incoming contractor or Government personnel for the period of the transition via weekly status meetings. The TOP shall include, but not be limited to, the following items:

• Points of contact

• Location of technical, program and project management documentation

• Work in Progress

• Transition-out schedules and milestones

• Actions required of the Government, outgoing contractor, and incoming contractor

4.3. Task 2 – Deliver new Courses Using Contractor Subject Matter Expert (SME)

4.3.1. The contractor shall provide the required SME, develop, and deliver new distributed learning courses.

4.3.2. The contractor shall provide the following deliverables for each new course:

• Deliverable #2, Learning Objectives (Terminal and Enabling)

• Deliverable #3, High Level Design Document

• Deliverable #4, PowerPoint Slide Deck with Annotated Notes Level of Detail

• Deliverable #5, Pre-Storyboard

• Deliverable #6, Storyboard

• Deliverable #7, Exam

• Deliverable #8, Course Evaluation

• Deliverable #9, Course Script (Narrative)

• Deliverable #10, LMS-accessible Course

4.4. Task 3 – Deliver New Courses Using Government Subject Matter Expertise (SME)

4.4.1. Using government SME, the contractor shall develop and deliver new distributed learning courses. The contractor shall facilitate government SME groups and shall meet with government SMEs in order to obtain the course content necessary to provide the required deliverables.

4.4.2. The contractor shall provide the following deliverables for each new course:

• Deliverable #4, PowerPoint Slide Deck with Annotated Notes Level of Detail

• Deliverable #5, Pre-Storyboard

• Deliverable #6, Storyboard

• Deliverable #7, Exam

• Deliverable #8, Course Evaluation

4.5. Task 4 – Conduct Refresh Analysis

4.5.1. The contractor shall conduct a Refresh Analysis (RA) for each refreshed course as the first step in the refresh process. The purpose of the RA is to assess the changes and amount of effort required to refresh the course.

4.5.2. The contractor shall deliver the following for each refreshed course:

• Deliverable #11, Refresh Analysis Report

The Refresh Analysis Report (Deliverable 11) shall provide the results of the Refresh Analysis, identify the Refresh Complexity, provide rationale for the Refresh Complexity, and provide the price to perform the refresh using the formula from PWS Section 8.3.

Once the government has approved the Refresh Analysis Report, Learning Objectives and High-Level Design Document, the contractor shall proceed to the next step in the refresh process.

4.6. Task 5 – Refresh Course Using Contractor Subject Matter Expert (SME)

4.6.1. The contractor shall provide the necessary SME and shall refresh and deliver distributed learning courses.

4.6.2. The contractor shall provide the following deliverables for each refreshed course:

• Deliverable #4, PowerPoint Slide Deck with Annotated Notes Level of Detail

• Deliverable #5, Pre-Storyboard

• Deliverable #6, Storyboard

• Deliverable #7, Exam

• Deliverable #8, Course Evaluation

4.7. Task 6 – Refresh Course Using Government Subject Matter Expert (SME)

4.7.1. Using government SME, the contractor shall update and deliver distributed learning courses. The contractor shall facilitate government SME groups and shall meet with government SMEs in order to obtain the course content necessary to provide the required deliverables.

4.7.2. The contractor shall provide the following deliverables for each refreshed course:

• Deliverable #4, PowerPoint Slide Deck with Annotated Notes Level of Detail

• Deliverable #5, Pre-Storyboard

• Deliverable #6, Storyboard

• Deliverable #7, Exam

• Deliverable #8, Course Evaluation

5. SPECIAL REQUIREMENTS

This section describes the special requirements for this effort. The following sub-sections provide details of various considerations on this effort.

5.1. Key Personnel

5.1.1. Certain experienced professionals and/or technical personnel are essential for successful accomplishment of the work to be performed under this contract. These "Key Personnel" shall be identified by name within the contractor's proposal and their resumes submitted for evaluation during the source selection process. The contractor agrees that such personnel shall not be removed or replaced within the performance of this contract unless the following measures are taken.

5.1.2. During the first 90 calendar days of performance, the contractor shall make no substitutions of key personnel without the approval of the Contracting Officer, 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.

5.1.3. After the initial 90 calendar day period, the contractor may propose a substitution. The contractor shall notify the Contracting Officer in writing of any proposed substitution at least thirty (30) calendar days in advance of the proposed substitution. The contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions; submit resumes for the proposed substitutes, and any additional information requested by the Contracting Officer. The contractor shall, prior to making any substitution permanent, demonstrate to the satisfaction of the Contracting Officer, that the qualifications of the proposed substitute personnel is equal to or better than the qualifications of the personnel originally identified for the position. The Contracting Officer will notify the contractor within 15 calendar days after receipt of all required information of the decision on proposed substitutions.

5.1.4. The Key Personnel in this contract are as follows:

5.1.4.1. Program/Course Manager:

The key position on this contract is the Program/Course Manager. The PM must possess the skills, knowledge, and training required to satisfactorily perform all services required by the contract. Provides overall project management and ensures the utilization of all resources.

Maintains cost accounting and reporting, manages meetings, provides monthly status reports, and ensures that deliverables and schedules are met. Coordinates technical tasks and maintains the training schedule.

Required Skills and Relevant Experience:

• Five (5) years of executive-level management experience leading multi-disciplined teams of research analysts and various operational departments

• Licensed and Certified Public Accountant (CPA) (in good standing and holding an active license or the equivalent of an “active” CPA license in a U.S. jurisdiction).

• Minimum of five (5) years of senior level organizational project management experience, including requirements gathering, systems design and implementation, and ongoing project management.

• Must possess extensive knowledge of distributed learning curriculum design, adult learning principles, and DoD financial management practices and requirements.

Preferred Skills and Relevant Experience:

• In addition to the experience in the Required Skills section, it is preferred the Program Manager have at least three years’ DoD experience leading teams and managing projects that are similar in size and scope to the DoD FM Certification Program.

5.2. Government Furnished Equipment

Overarching security requirements and contractor access to classified material is specified in the DD Form 254. Contractors performing duties in an OUSD(C) facility will be provided with OUSD(C)-owned workstations and printers. The contractor is prohibited from using any personally owned computers/laptops at OUSD(C) locations. The government will furnish or make available to the contractor any documentation, including copies of applicable standards, or data necessary to accomplish the tasks specified in this PWS. OUSD(C) will provide laptops or other equipment that will provide the contractor with access to the OSD network from the contractor's facility.

5.3. Security

5.3.1. All Key Personnel on this contract must have a Secret clearance. All contractor personnel who require access to the OSD network must have a Secret clearance. At a minimum, all contractor personnel assigned to this contract must be a U.S. citizen.

5.3.2. The contractor shall forward security clearances and visitor requests to the Contracting Officer’s Representative (COR) for all personnel who require access to the government’s facility. All personnel who require access to the government’s network shall sign an OUSD(C) Non-Disclosure Agreement and shall complete Information Awareness Training before obtaining network access. The contractor shall not use, disclose, or reproduce any proprietary data, other than as required in the performance of this PWS.

The contractor shall not divulge, or release data or information developed or obtained in the performance of this PWS and accompanying contract except to authorized government personnel or upon written approval of the COR.

5.3.3. The contractor personnel visiting any government facility in support of this PWS shall be subject to the standards of conduct applicable to government employees. Site-specific approval regarding access, issue of security badges, etc., shall be coordinated as required.

The contractor personnel shall be aware at all times of any unusual persons or packages in their work area and immediately report those to the building security staff. If the contractor personnel become aware of any person seeking unauthorized access to classified materials, they shall immediately report this to the COR.

5.3.4. All Common Access Cards (CAC) issued to contractor personnel are government property and must be returned either upon departure from the program or at the conclusion of the contract, whichever comes first. All work under this effort is proprietary to DoD;

the contractor shall not release any information regarding the work to anyone without written permission by the Government.

5.4. Documentation

5.4.1. Documents, data files, reports, correspondence, and all other documents and writings, together with any charts, graphs, tables, illustrations, photographs, images, and other illustrative, explanatory, historical documents related thereto or independent thereof, regardless of the medium (or media) by which they were produced, preserved, stored, or created in connection with or for purpose(s) of work performed under this PWS and contract, are property of the Government and shall be delivered to the COR promptly, upon request.

5.4.2. 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 herein. The contractor shall not release any information related to this contract 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).

5.5. Government Roles and Responsibilities

5.5.1. Contracting Officer’s Representative - The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: ensure the contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance;

maintain written and oral communications with the contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor contractor's performance and notify both the Contracting Officer and contractor of any deficiencies; coordinate availability of government furnished property; and provide site entry of contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

5.5.2. Functional Representative - FRs are OUSD(C) employees with responsibility for certain certification program office requirements who assist the COR in overseeing the contractor’s efforts and ensuring the contractor’s activities and deliverables meet program office requirements.

5.5.3. The COR and FRs will be identified separately by the government.

5.6. Records and Information Management

Contractor shall comply with all applicable records management laws and regulations, including but not limited to 44 USC Chapters 29-31 (Federal Records Act), P.L. 113-187 (Presidential and Federal Records Act Amendments of 2014); 36 CFR Parts 1220-1239, NARA Records Management Regulations; DoD Instruction 5015.02, "DoD Records Management Program"; OSD AI 15, "OSD Records and Information Management Program";

For Classified Records: EO 13526, "Classified National Security Information"; and DoD 5200.1-R "Information Security Program Regulation"; For Records containing Personally

Identifiable Information (PII): DoDD -5400. 11 "DoD Privacy Program"; and OSD AI 81, OSD/Joint Staff Privacy Program. These policies include the preservation of all records, regardless of form or characteristics, mode of transmission, or state of completion.

5.7. Non-Disclosure Agreement

The contractor Program Manager and all contractor employees who are provided access to the government’s network shall sign the Non-Disclosure Agreement (NDA) at PWS Section 11.

The contractor shall provide copies of these signed NDAs to the Contracting Officer’s Representative prior to being provided access to the government’s network.

6. DELIVERABLES

No. PWS TITLE DELIVER

TO EST. DUE DATE FORMAT DESCRIPTION

1 4.2.1 Project

Management Plan (PMP)

COR and

FR

Draft PMP due 90 cd before start of option year Initial PMP for base period submitted with proposal Final PMP due 10 business days after start of performance base and all options Updates as required

Word and Excel

Provides time-phased description of DL course development and implementation approach and describes procedures contractor shall use to implement DL course content

4.1.3 4.3.2 4.4.2 4.5.2

Learning Objectives (Terminal and Enabling)

Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide statements that define the expected goal of the curriculum, course, lesson or activity in terms of demonstrable skills or knowledge that will be acquired by student as a result of instruction.

4.1.3 4.3.2 4.4.2 4.5.2

High Level Design

(HLD)

Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a HLD with the necessary details to the current curriculum to represent a suitable model for course development.

This document will include a high-level diagram depicting the overall structure of the course.

4.3.2

Power Point Slide Deck Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a collection of slides as a visual aid that coordinate with the HLD, Learning Objectives, PSB, Storyboard and exam

4.1.3 4.1.4 4.3.2 4.4.2 4.6.2 4.7.2

Pre- Storyboard Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a preliminary document that outlines the visuals, text, and audio elements, interactions and navigation for each course

4.7.2 4.1.3 4.1.4 4.3.2 4.4.2 4.6.2 4.7.2

Storyboard Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a document that outlines the visuals, text, and audio elements, interactions and navigation for each course

4.1.3 4.1.4 4.3.2 4.4.2 4.6.2

Exam Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a formal test in order to assess a student’s knowledge or proficiency in the courses provided and to assess learning acquired IAW Deliverable #2/Learning Objectives (Terminal and Enabling).

The formal test will be based on test bank questions per Section 10, Item 7.

4.3.2 4.4.2 4.6.2 4.7.2

Course Evaluation Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide an electronic questionnaire, which requires written or selected responses to a series of questions in order to evaluate the instruction of a given course.

4.3.2

4.6.2 4.7.2

Course Script

(Narrative) Note 1 One time per course IAW PMP

As agreed upon by the Government

Provide a written version of the course content.

4.3.2 4.4.2 4.6.2 4.7.2

LMS-

accessible

Course Notes 1 & 2 One time per course IAW PMP

As agreed upon by the Government

Provide a course capable of upload and execution on the current Learning Management System.

4.1.4 4.5.2

Refresh Analysis Report

COR and

FR

One time per course IAW PMP

As agreed upon by the Government

Provide an analysis that determines what refresh complexity a course will be refreshed at. IAW this PWS, the refresh complexities range from RC-0 to RC-100.

12 4.2.5 Monthly Status Report

COR and

FR

Tenth business day of each month MS Office

Provide a monthly summary of activity against the…