A03 PERFORMANCE WORK STATEMENT.doc

PERFORMANCE WORK STATEMENT (PWS)

Joint Logistics Enterprise (JLEnt) Digital Transformation Strategy & Training Services

Center for Joint & Strategic Logistics (CJSL)

Washington, DC

Part 1

General Information

1. General: This is a non-personnel services contract to provide all management, tools, supplies, equipment, and labor necessary to operate and maintain Joint Logistics Enterprise (JLEnt) Digital Transformation Strategy & Training Services. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform JLEnt Digital Transformation Strategy & Training Services as defined in this Performance Work Statement (PWS) except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: The Center for Joint & Strategic Logistics (CJSL) supports the DoD logistics community and the JLEnt by shaping the development of logisticians who are proficient in applying logistics support across the national security enterprise. The CJSL reports to the Assistant Secretary of Defense for Logistics & Materiel Readiness (ASD L&MR) and the Joint Staff Director for Logistics (JS J4) for overall direction, while operating as a tenant unit to the National Defense University on Fort McNair, Washington DC. In addition, the CJSL serves as the secretariat for the Logistics Development Council, co-chaired by ASD L&MR and JS J4, and comprised of the Service Directors for Logistics ("Service 4s"), the Director of the Defense Logistics Agency, the Deputy Commander of U.S. Transportation Command, and the Eisenhower School Commandant.

1.3 Objectives: Contractor is responsible for providing subject matter expertise related to organizational change management, leadership, and developing a strategy for successful digital transformation. The work will be performed through a mix of telework/tele meetings, face-to-face meetings in Washington DC and/or other locations deemed necessary by the Center for Joint & Strategic Logistics (CJSL) for effective interface with senior leaders of the Joint Logistics Enterprise. Contractor must be able to provide/execute training related to strategic organizational leadership, change management, and strategy development to senior DoD military & civilian leaders.

Contractor should have at a minimum a Bachelor’s degree and eight (8) years of experience in the subject matter, including two years of training experience (which may be concurrent).

1.3.1 The contractor shall provide a strategy document for consideration by the OASD (S) and JS J4 for effective digital transformation of the Joint Logistics Enterprise. In addition, the contractor shall publish “White Papers” as determined in consultation with CJSL. Contractor must provide valued, relevant, and sufficient information related to digital transformation, strategic leadership/ management, change management, and strategy development for use by OASD (S) and/or JS J4 and their staffs.

1.4 Scope: JLEnt Digital Transformation Strategy & Training Services will include all activities necessary to facilitate senior leader meetings, discussions, and briefings related to the digital transformation efforts of the Office of the Assistant Secretary of Defense for Sustainment (OASD (S)) and Joint Staff Director for Logistics (JS J4) and their staffs, as well as with other senior leaders of the Joint Logistics Enterprise. The contractor shall provide all management, tools, supplies, equipment, and labor necessary to operate and maintain Joint Logistics Enterprise (JLEnt) Digital Transformation Strategy & Training Services.

1.5 Period of Performance: The performance period shall begin no more than five (5) days from the date of award. The period of performance will consist of a Base Year of will last for six (6) months and one, six-month option period.

1.6 General Information

1.6.1 Recognized Holidays:

New Year’s Day

Labor Day

Martin Luther King Jr.’s Birthday

Columbus Day

President’s Day

Veteran’s Day

Memorial Day

Thanksgiving Day

Independence Day

Christmas Day

1.6.2 Hours of Operation: The contractor is responsible for conducting business Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The contractor shall follow the Snow & Dismissal Procedures and schedule of public holidays in accordance with the Office of Personnel Management https://www.opm.gov/policy-data-oversight/snow-dismissal-procedures/federal-holidays/. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential. There are no set hours the contractor must work however the contractor must respond to phone calls and emails within a reasonable amount of time so as to avoid disruption or delay.

1.6.3 Place of Performance: The work to be performed under this contract can be performed from any location however the contractor shall make approximately 2-3 visits in person to a location in the National Capital Region (NCR) during each period of performance. In addition, the contractor may need to travel to a CONUS location at some point in time during the period of performance. The contractor shall be reimbursed for any travel extending 50 miles or more beyond the NCR. All travel must be approved in advance by the COR.

1.6.4 Type of Contract: The government will award a firm fixed price contract. A time and materials (T&M) contract line item (CLIN) will be incorporated for the reimbursement of travel.

1.6.5 Security Requirements: The Contractor shall establish appropriate administrative, technical, and physical safeguards to protect all Government data to ensure the confidentiality, integrity, and availability of government data. The Contractor should refer to DoD Regulation 5200.2-R, Personnel Security Program for details.

Contractor personnel performing work under this contract must have a Top Secret (TS) security clearance at time of the proposal submission, and must maintain the level of security required for the life of the contract. The security requirements are in accordance with the attached DD254.

1.6.5.1 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.5.2 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.5.2.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

1.6.5.2.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.5.3 Lock Combinations: The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s Quality Control Plan.

1.6.6 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.7 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that 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 notifies 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.

1.6.8 Key Personnel: The Contractor shall provide qualified personnel for the following key positions: Subject Matter Expert

1.6.8.1. Key Personnel/Minimum Qualifications:

The contractor shall have the following education and experience qualifications by specialty:

a. have at a minimum a Bachelor’s degree and eight (8) years of experience in the subject matter, including two years of training experience (which may be concurrent).

b. Clearance: Top Secret

c. Contractor employees should have familiarity with the JLEnt and its unique authorities, governance and organizational structures.

1.6.9 Identification of Contractor Employees: N/A

1.6.10 Contractor Travel: Contractor will be required to travel within the NCR during the performance of this contract. Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires Government approval/authorization and notification to the COR.

1.6.11 Other Direct Costs: This category includes travel (outlined in 1.6.9), reproduction, and shipping expenses associated with training activities and visits to contractor facilities. Costs must be preapproved by the contracting officer to include applicable General and Administrative (G&A).

1.6.12 Data Rights: The Government has unlimited rights to all documents/material produced under this contract. All documents and materials produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.13 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.14 Quality Assurance (QA): The Government shall perform QA of the Contractor’s performance under this contract using the method of surveillance specified in the Quality Assurance Surveillance Plan (QASP). The Government shall conduct QA inspections on all types of work performed. The Government reserves the right to perform QA inspections at any time and reject any/all final products submitted. The QASP and Performance Requirements are provided in Section J.

PART 2

DEFINITIONS & ACRONYMS

2. Definitions and Acronyms:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have private of contract with the subcontractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR

Alternate Contracting Officer's Representative

AFARS

Army Federal Acquisition Regulation Supplement

AR

Army Regulation

CCE

Contracting Center of Excellence

CFR

Code of Federal Regulations

CONUS

Continental United States (excludes Alaska and Hawaii)

COR

Contracting Officer Representative

COTR

Contracting Officer's Technical Representative

COTS

Commercial-Off-the-Shelf

DA

Department of the Army

DD250

Department of Defense Form 250 (Receiving Report)

DD254

Department of Defense Contract Security Requirement List

DFARS

Defense Federal Acquisition Regulation Supplement

DMDC

Defense Manpower Data Center

DOD

Department of Defense

FAR

Federal Acquisition Regulation

HIPAA

Health Insurance Portability and Accountability Act of 1996

KO

Contracting Officer

OCI

Organizational Conflict of Interest

OCONUS

Outside Continental United States (includes Alaska and Hawaii)

ODC

Other Direct Costs

PIPO

Phase in/Phase Out

POC

Point of Contact

PRS

Performance Requirements Summary

PWS

Performance Work Statement

QA

Quality Assurance

QAP

Quality Assurance Program

QASP

Quality Assurance Surveillance Plan

QC

Quality Control

QCP

Quality Control Program

TE

Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

There will be no Government furnished items or services as a part of this contract.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies and equipment necessary for its staff to perform work under this contract.

4.2 Secret Facility Clearance: The contractor shall possess and maintain a TOP SECRET facility clearance from the Defense Security Service. The Contractor’s employees, performing work in support of this contract shall have been granted a TOP SECRET security clearance from the Defense Industrial Security Clearance Office. The DD 254 is provided as Attachment.

PART 5

SPECIFIC TASKS

PART 5

SPECIFIC TASKS

5.0 Tasks:

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform JLEnt Digital Transformation Strategy & Training Services as defined in this Performance Work Statement (PWS) except for those items specified as government furnished property and services.

5.1 Background: The Center for Joint & Strategic Logistics (CJSL) supports the DoD logistics community and the JLEnt by shaping the development of logisticians who are proficient in applying logistics support across the national security enterprise. The CJSL reports to the Assistant Secretary of Defense for Logistics & Materiel Readiness (ASD L&MR) and the Joint Staff Director for Logistics (JS J4) for overall direction, while operating as a tenant unit to the National Defense University on Fort McNair, Washington DC. In addition, the CJSL serves as the secretariat for the Logistics Development Council, co-chaired by ASD L&MR and JS J4, and comprised of the Service Directors for Logistics ("Service 4s"), the Director of the Defense Logistics Agency, the Deputy Commander of U.S. Transportation Command, and the Eisenhower School Commandant.

5.2 Provide subject matter expertise related to organizational change management, leadership, and developing a strategy for successful digital transformation. The work will be performed through a mix of telework/telemeetings, face-to-face meetings in Washington DC and/or other locations deemed necessary by the Center for Joint & Strategic Logistics (CJSL) for effective interface with senior leaders of the Joint Logistics Enterprise.

5.3 Provide/execute training related to strategic organizational leadership, change management, and strategy development to senior DoD military & civilian leaders

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS:

6.1. The Contractor must abide by all statutes, applicable regulations, publications, manuals, and federal policies, procedures.

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7. ATTACHMENT/TECHNICAL EXHIBIT LIST:

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule

7.3. Attachment 3/Technical Exhibit 3 – Estimated Workload Data

TECHNICAL EXHIBIT 1

Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

TECHNICAL EXHIBIT 2

DELIVERABLES SCHEDULE

TECHNICAL EXHIBIT 3

ESTIMATED WORKLOAD DATA

Firm-Fixed Price CLINs: Hours listed in the tables below for the Firm-Fixed Price (FFP) CLINs are estimates. Offerors are not required to propose the number of labor hours listed below for the FFP CLINs. Offerors are ultimately responsible for satisfying all requirements of the PWS by proposing its own hours for the FFP CLINs using its business judgment consistent with the proposed technical approach.

The Full-Time Equivalent (FTE) is based on the assumption that each contractor personnel will work an annual 1,880 labor hours and take 80 hours of holiday leave and 120 hours of personal leave and sick leave.

Projected Level of Effort for six (6) Months Base

Projected Level of Effort for six (6) Months Optional