A03 PWS DRAFT 5.28.2026.pdf

Performance Work Statement

Department of Defense Office of the Undersecretary of Defense for

Research and Engineering Manufacturing Technology Program Support Defense Manufacturing Focused Conference

28 May 2026

PART 1

GENERAL INFORMATION

1 INTRODUCTION: This is a non-personal services contract to provide Defense Manufacturing Focused Conference (DMFC). 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 BACKGROUND: The DMFC event includes Government, academia, and industry participants as attendees and exhibitors. The DMFC event has attracted an average of 1,400-2,000 participants, including approximately 150 exhibitors, and is an excellent opportunity for attendees to interact with respected leaders and recognized experts across the defense manufacturing communities, as well as an invaluable opportunity for networking and collaboration between industry and Government manufacturing stakeholders. Attendees range from Chief Executive Officer (CEO) and Flag Officer/Senior Executive Service (SES) level to working-level, manufacturing-oriented engineers, scientists, and business practice/policy makers and include technology implementers, system designers, and warfighter representatives.

Moving forward, the annual conferences would include this audience and would be the preeminent event and exhibition focused on the exchange of information and perspectives on defense manufacturing and policies, strategic direction, best practices, funding opportunities, latest manufacturing innovations, prototypes and demonstrations, resolutions, and part management initiatives that will benefit our warfighters. Historically, there have been exhibit halls associated with each event that accommodated approximately 120 ManTech commercial and/or military activities exhibiting its products and services. Each of these events also provides a forum to present the annual Defense Manufacturing Technology Achievement Awards to recognize individuals from Government and the private sector most responsible for outstanding technical accomplishments that further the achievement of the vision of the Department of Defense (DoD) ManTech Program.

At past conferences, more than 150 speakers in plenary, technical/breakout sessions exchanged information on defense manufacturing subjects and discussed technology, process, and management solutions to defense manufacturing issues. Plenary sessions have had over 700 attendees, and technical sessions have numbered 10 concurrent topics, each attracting between 50-150 attendees. The conferences are to be maintained at the unclassified level. However, many sessions require attendees to either be a Government employee or have an approved Military Critical Technical Data Agreement (DD2345) certificate, which must be active at the time of the event.

The overarching scope of each conference is to provide a forum to enhance and leverage the efforts of engineers, managers, technology leaders, scientists, and policy makers across the defense manufacturing industrial base and communities. Leaders, manufacturers, and subject matter experts from Government, industry, and academia exchange information and perspectives on defense manufacturing policies, strategic direction, best practices, funding opportunities, and the latest manufacturing and innovations that will benefit our warfighters. The Government will provide the theme of the conferences, and the presenters will provide the content for technical sessions.

The Defense Manufacturing Focused Conference attract similar stakeholders, so the events share core planning requirements. However, there are some differences between the two programs that require the contractor to provide a specific service in addition to the core requirements. Part 5 of this Performance Work Statement (PWS) details the core requirements for all ManTech sponsored events. Additional requirements for each event are included in subsequent sections below.

• The Defense Manufacturing Focused Conference attendance is between (1400 2400 over the four days of the event) Conference includes general and breakout sessions and an exhibit hall of sufficient size for 200 10 ft by 10 ft vendor booths.

1.2 DESCRIPTION OF SERVICES: The Contractor shall organize, plan and execute the ManTech hosted events as defined in this PWS except for those items specified as government furnished property and services. The Contractor shall perform to the standards in this contract.

1.3 OBJECTIVES: The contractor shall plan and execute ManTech hosted events, following the tasks outlined in

Section 5 of this PWS.

1.4 SCOPE: The (DoD) Manufacturing Technology (ManTech) Program requires contractor support to plan and execute ManTech hosted events. The contractor shall support ManTech with its planning of an annual DMFC that brings together industry and Government on topics related to the ManTech program and the advanced manufacturing industrial base. The contractor may support ManTech with an optional annual training conference for the Manufacturing Innovation Institutes (MII).

1.5 PERIOD OF PERFORMANCE: The period of performance shall be for one (1) Base of 18 months and two (2) 18-month option periods.

1.6 CONTRACT TYPE: This will be a no cost contract.

1.7 PLACE OF PERFORMANCE: The work to be performed under this contract will be performed at the contractor site.

1.9 HOURS OF OPERATION: N/A

1.9.1 Off-Site Working Conditions, Holidays, and other Closures: N/A

1.9.2 The Contractor shall establish normal operating hours under this contract between 9:00 a.m. to 4:00 p.m.

Eastern Time (ET) Monday through Friday. The Contractor’s Program Manager (PM) and the Government’s Contracting Officer’s Representative (COR) shall consult and coordinate on any proposed alternate work schedules that may be arranged depending on the operational tempo/needs of the mission.

1.10 RECOGNIZED HOLIDAYS: Government personnel observe the following holidays as governed by 5 U.S.C. § 6103. Government facilities will be closed and unavailable to Contractor personnel:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday

Columbus Day Washington’s Birthday Veterans Day

Memorial Day Thanksgiving Day Juneteenth

Independence Day Christmas Day

*If the date falls on a Saturday, the Government holiday is the preceding Friday. If the date falls on a Sunday, the Government holiday is the following Monday.

In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Any other day designated by the President’s Proclamation

1.11 QUALITY CONTROL/ASSURANCE:

1.11.1 Quality Control: The Contractor shall develop and maintain an effective quality control program 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 program is the means by which it ensures that its work complies with the requirement of the contract.

The QCP is to be delivered, within 30 days after contract award, a comprehensive written QCP shall be submitted to the KO and COR within five (5) working days when changes are made thereafter. After acceptance of the quality control plan, the Contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to its quality control program.

1.11.2 Quality Assurance: The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.12 PERSONNEL MATTERS:

1.12.1 Event Coordinator: Contractors lead event coordinator for the DFMC, responsible for event organization, execution and collaborative decision for: venue selection, agenda management, marketing and registration, onsite event execution, food and beverage selection, and contractor personnel management.

1.12.2 Audio Visual Coordinator: Contractor’s lead for all planning, preparation, and execution for: Audio and visual systems during event, content collection, secure online systems and mobile app systems.

1.13 SECURITY:

1.13.1 Physical Security: The Contractor shall be responsible for safeguarding all Government equipment, information and property provided for Contractor use.

1.14 CONTRACT ADMINISTRATION

1.14.1 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, 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.

1.14.2 Phase-in/Phase-out Period: N/A

1.15 TRAVEL/TDY/DEPLOYMENT

1.15.1 Contractor Travel: Travel by the contractor will not be reimbursed by the Government. Travel required by the contractor in direct support of the Conferences, shall be covered by the vendor. . Work will be performed in contractor facilities and meeting spaces such as hotels and convention centers provided by the contractor.

1.15.2 The Contractor shall NOT be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with the FAR 31.205-46 "Travel Costs." Requests for approval of costs in excess of maximum per diem rates in accordance with the procedures contained in FAR 31.205-46(a)(3) must be submitted to the COR for final approval prior to commencement of travel.

1.15.3 All local travel in support of this contract shall be covered by the Contractor, to include personnel commuting costs (i.e., parking expenses, public transportation fares such as Metro, Virginia Rail Express, vanpool or bus, and/or highway tolls, etc.).

1.16 OTHER DIRECT COST (T&M and LH): N/A

1.17 DATA RIGHTS:

Refer to FAR Clause 52.227-14 “Rights in Data – General” and DFARS 252.227-7015 Technical Data - Commercial Products and Commercial Services. The Contractor agrees to assume responsibility for protecting the confidentiality of Government records, which is not considered public information. Each Contractor or employee of the Contractor to who 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).

1.18 CONFLICT OF INTEREST:

1.18.1 Organizational Conflict of Interest/Personal 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 Interest (OCI) as defined in FAR Subpart 9.5 as well as personal conflicts of interest. Using the Contractor OCI/ COI Disclosure Form, the Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential conflict and shall promptly submit the conflict-of-interest disclosure form to the Contracting Officer to avoid or mitigate any such conflict.

1.18.2 The Contractor’s mitigation plan will be reviewed and accepted/rejected solely at the discretion of the Government, and in the event the Government unilaterally determines that any such conflict 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 conflict.

1.18.3 In addition, the Contractors shall conduct internal reviews as necessary to identify financial interests and determine if any personal conflicts of interest exist or may arise. The Contractor shall ensure that the organization has analyzed each financial disclosure to determine whether actual or potential conflicts exist.

Information should be gathered and analyzed for all governing body members (e.g., board of directors, trustees, etc.) and principals of the organization as defined by FAR 52.203-13 and for each manager and key personnel who would be or are involved with the performance of the contract.

1.18.4 Special Qualifications: All Contractor personnel are required to sign a WHS/AD Non-Disclosure Agreement (NDA) within five (5) working days after contract award. New Contractor employees are required to sign an NDA within five (5) working days of onboarding to the Contractor to provide services under this contract.

All Contractor personnel shall adhere to Government Organizational Conflicts of Interest (OCI) (see section 1.18.1).

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 assists in administering 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 required to be used in the performance of the contract as indicated in the Key Personnel section listed in the PWS.

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 privity 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 8 hours. The Contractor employees may take one 30-minute lunch break each workday and are not required to perform services during a lunch break; a lunch break cannot be taken immediately upon arriving or before departing a workday. Rest periods and lunch breaks are not included in an 8-hour workday and not considered in the time in which a contractor employee is providing services.

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

2.2. ACRONYMS:

COR Contracting Officer Representative DD 254 Department of Defense Contract Security Classification Specification (DD Form 254) DMFC Defense Manufacturing Focused Conference

DOD Department of Defense FAR Federal Acquisition Regulation GFM Government Furnished Meals KO Contracting Officer NCR National Capital Region OCI Organizational Conflict of Interest 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 TDY Temporary Duty Travel TE Technical Exhibit WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services : N/A

3.2. Facilities: N/A

3.3. Utilities: N/A

3.4. Equipment: N/A

3.5. Materials: N/A

3.6. Property: N/A

3.7. Information: N/A

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1. General: The Contractor shall furnish all supplies, equipment, facilities, Software and/or Software Licenses if applicable and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2. Clearance: N/A

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS:

5.1. Basic Services & Operations

5.1.1. Basic Services. The Contractor shall organize, plan and execute the ManTech annual Defense Manufacturing Conference (DMFC) that brings together industry and Government on topics related to the ManTech program and the advanced manufacturing industrial base. This contract is awarded as no cost, the contractor will recoup all conference costs associated with the pre-planning, content & logistics, travel (in support of the conference), execution and wrap-up for each conference in the form of revenue from attendee registration, exhibitor, and sponsorship fees from the conferences, and/or other fees collected as payment for performance under the PWS. The contractor shall be financially responsible for all obligations, assessments, and fees for the Conferences.

5.1.2. Meeting Space Requirements. The conference requires a large meeting space with the capacity to accommodate space configurations for en-masse banquet-style meetings, small group technical and breakout sessions, operations office, registration area, and planning/preparation space for Conferences speakers and presenters.

5.1.3. The contractor shall maintain liability insurance, ensuring DoD is not held liable for acts or omissions by the contractor.

5.2. Initial Strategic Planning Steps

5.2.1. The contractor shall collaborate with the COR and the planning committee in identifying technical and professional issues and interest areas that are relevant to DoD research and engineering or acquisition and sustainment of weapon systems, equipment, and facilities.

5.2.2. The contractor shall collaborate with the COR and the planning committee to develop technical session content and identify, issue a call for abstracts, and arrange for technical session participants.

5.2.3. The contractor shall provide the proposed fee structure and amounts to the COR. After the initial year, the registration fees shall not exceed a 10 percent (10%) increase of the previous event fee amounts as approved by the Government. Registration fee structures shall include, at a minimum, the following categories: industry, Government and military, exhibitor staff, single day registration per conference day, and speakers.

5.2.4. The contractor shall develop a registration fee structure for all events that incentivizes attendance from across the defense manufacturing and industrial base and Program Management (PM) communities. For all ManTech government employees, contractor employees and keynote very important person (VIP) speakers the registration fees shall be waived (estimated waived fees for a total of 30 attendees).

5.2.5. The contractor shall develop an exhibit hall fee structure for vendors and government exhibits. The exhibit hall fee structure should set aside a complimentary 30’ by 20’ (foot) space for the ManTech exhibit.

5.3. Post-Award & Venue Selection Tasks

5.3.1. The Government will schedule a kick-off planning meeting upon contract award and for each option period to facilitate the communication process between the Government and the contractor. The Government shall provide the names that the event shall be referred to at this kick-off meeting.

5.3.2. Within 15 calendar days after contract award, the contractor shall provide a detailed work plan to the COR which will present detailed information regarding the specific contractor tasks that will be performed, how the tasks will be accomplished, the dates that the tasks will be accomplished, and the performer assigned to accomplish the task.

5.3.3. Within 30 calendar days after contract award, the contractor shall issue a request for proposal (RFP) to potential venues for conference space and hotel (lodging block) requirements.

5.3.4. Within 90 calendar days after contract award, the contractor shall conduct site evaluations from responsive offerors, provide a trip report of site inspections performed, and provide a summary report of offerors to the COR.

5.3.5. Within 120 calendar days after contract award, the contractor shall sign a contract for the conference space and hotel (lodging block) requirements and provide copies of the countersigned executed contracts to the COR.

5.4. Pre-Conference Tasks: 18 to 9 Months Prior

5.4.1. 18-12 Months prior to event, the contractor shall:

• Start location scouting for conference at facilities that can manage the estimated attendee size.

• Conduct site visits for location scouting and evaluation of conference hall offerings

• Develop exhibit hall table map layout and identify DoW hub layout

5.4.2. 11-Months prior to event, the contractor shall:

• Submit the proposed Government attendee registration fee structure to the COR for review and approval prior to publishing, enabling the Government to accurately estimate attendance costs.

• Assist in the development of the conferences schedule and DoD conference approval package.

• Establish and maintain the conference schedule.

• Develop, store, update, and use conferences mailing lists.

• Draft, send out, and track speaker invitations.

• Develop visual brand elements for COR review and/or approval.

• Contract with hotels/convention facilities/vendors for all Conferences support requirements.

• Provide a lodging block management system. At a minimum, this system shall include: a secure online portal linked to event registration for attendees to book rooms at the negotiated rate, tracking of room block utilization (pickup rates), management of hotel reservation cut-off dates, and the capability to generate weekly lodging pickup reports for the COR.

• Contract with vendors for the provision of food and beverage; costs are limited to the individual meal amount set by the General Services Administration (GSA) per diem for the event location throughout the duration of the conference.

• Coordinate with the COR the requisite on-site security for the Conferences.

• Establish pre-event registration for attendees.

• Develop and deploy an unclassified/open mobile application for registration and communication.

• Provide a dedicated event website accessible to DoD computers and IT devices; at 11 months prior to the event, the websites shall include the date, location, and branding imagery.

5.4.3. Ten (10) Months Prior to Event: The contractor shall provide “Save-the-Dates” with theme/branding imagery via electronic communications.

5.4.4. Nine (9) Months Prior to Event: The contract shall conduct an In-Process Review Meeting and begin providing Bi-weekly Status Updates.

5.5. Pre-Conference Tasks: 6 to 1 Months Prior

5.5.1. Six (6) Months Prior to Event, the contractor shall:

• Provide early attendee brochures and electronic mobile apps.

• Provide Week-at-a-Glance, approval letters/memos, and associated meetings titles.

• Provide Plenary, breakout, and tutorial session titles, objectives, and abstracts.

• Update websites with conference overview, technical content descriptions, hotel/travel info, and customer service contacts.

5.5.2. Five (5) Months Prior to Event, the contractor shall:

• Perform on-site inspection for lodging, food, and A/V. Deliver inspection report to COR and conduct an In-Process Review Meeting.

5.5.3. Three (3) Months Prior to Event, the contractor shall:

• Provide Weekly Status Report Updates (including hotel pickup/registration data). Provide Preliminary Programs

(welcome messages, attendee guidance, travel info, etc.).

5.5.4. Two (2) Months Prior to Event, the contractor shall:

• Conduct final site readiness inspection review meetings.

5.5.5. One (1) Month Prior to Event, the contractor shall:

• Provide comprehensive on-site event guide. Draft MC script with VIP/Speaker biographies. Conduct Pre-Event Review Meeting.

5.6. Conference Tasks (On-Site Operations)

5.6.1. The contractor shall function as on-site coordinators for all conferences activities. Duties include managing vendor support, directing attendee flow, coordination speaker/session timing, and resolving issues as they arise.

5.6.2. The contractor shall provide administrative on-site registration for all attendees which shall include check-in for pre-registered attendees, badge generation and distribution, processing of walk-in registrations, and resolving registration errors.

5.6.3. Provide on-site security, fire, and medical services throughout the operational hours of the conference.

5.6.4. The contractor shall secure a local organization to provide color guard services for the opening ceremony of the conference.

5.6.5. The contractor shall conduct a survey for distribution to the largest possible audience. The survey should be designed to measure attendee satisfaction and capture feedback.

5.6.6. The contractor shall Video record the conference general sessions and provide photography for all sessions and ceremonies. These recordings should be provided to the COR.

5.7. Post-Conference Tasks

5.7.1. Within 30 calendar days after event:

• The contractor shall provide post-conference survey results and digital media of speakers and the event by an out brief and report to the COR.

• The contractor shall provide online access to conference proceedings and videos on an unsecured open website, ensuring all materials are cleared for public release via the Defense Office of Prepublication and Security Review (DOPSR) prior to posting and maintained for a period of no less than two (2) years.

• The contractor shall conduct an Event Review Meeting and provide meeting minutes to the COR.

5.7.2. Within 45 calendar days after event:

• The contractor shall provide an event review report that summarizes lessons learned, suggestions for future events, and incorporates recommendations and feedback obtained from the attendee survey.

• The contractor shall provide a final, reconciled spreadsheet containing complete registration information for all attendees. Complete registration information shall include the name, company, title, e-mail address, mailing address, phone number, and registrant category.

• The contractor shall ensure that all Personally Identifiable Information (PII) from attendees is secure and protected by transmitting this file exclusively via DoD SAFE or a similarly approved encrypted file transfer service.

5.7.3 Within 60 calendar days after event:

• The contractor shall provide a comprehensive spreadsheet detailing all recipients of marketing materials distributed during the period of performance.

• The contractor shall provide a final report summarizing the successful execution of the conference. This report should focus on mission performance and attendee metrics.

• The contractor shall provide documentation demonstrating the competitive selection process utilized to secure the conference venue, ensuring the selected facility represented the best value.

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures including the following:

• DoD Instruction 1025.09, “Science, Mathematics, and Research for Transformation (SMART) Defense Education Program”

• DOD Instruction 1025.11, “DoD Science, Technology, Engineering, and Mathematics (STEM) Education Programs and Activities”

• DoD Instruction 3200.20, “Scientific and Engineering Integrity”

• DoD Instruction 3201.01, “Management of DoD Research and Development (R&D) Laboratories”

• DoD Instruction 3201.05, “Management of Science and Technology Reinvention Laboratory Personnel Demonstration

Projects”

• DoD Instruction 3210.01, “Administration and Support of Basic Research by the Department of Defense”

• DoD Instruction 3210.07, “Research Integrity and Misconduct”

• DoD Instruction 3216.01, “Use of Animals in DoD Conducted and Supported Research and Training”

• DoD Instruction 3216.02, “Protection of Human Subjects and Adherence to Ethical Standards in DoD[1]Conducted and

-Supported Research”

• DoD Instruction 3218.02, “National Defense Science and Engineering Graduate (NDSEG) Fellowships”

• DoD Instruction 5000.02, “Operation of the Adaptive Acquisition Framework”

• DoD Instruction 5000.77, “DoD Federally Funded Research and Development Center (FFRDC) Program”

• DoD Instruction 5000.88, “Engineering of Defense Systems”

• DoD Instruction 5000.89, “Test and Evaluation”

• DoD Instruction 5000.93, “Use of Additive Manufacturing in the DoD”

• DoD Instruction 5137.02, “Under Secretary of Defense for Research and Engineering (USD(R&E))”

• DoD Instruction 5200.48, “Controlled Unclassified Information” and DFARS Clause 252.204-7012, “Safeguarding

Covered Defense Information and Cyber Incident Reporting”

• DoD Instruction 5535.08, “DoD Domestic Technology Transfer Program”

• DoD Manual 5110.04, Volume 1 “Manual for Written Material: Correspondence Management” and Volume 2 “Manual for Written Material: Examples and Reference Material”

• DoD Manual 5200.01, “DoD Information Security Program,” Volume 1 “Overview, Classification, and

Declassification,” Volume 2 “Marking of Information,” and Volume 3 “Protection of Classified Information”

• IEEE 15288.2 – IEEE Standard for Technical Reviews and Audits on Defense Programs

• OSD/DDR&E, Advanced Capabilities website: https://ac.cto.mil/itra/

• WHS Correspondence Management Division website: https://www.esd.whs.mil/CMD/CATMS/

6.1. The Contractor must abide by all applicable regulations (including American Disabilities Act (ADA)), publications, manuals, and local policies and procedures.

https://ac.cto.mil/itra/ https://www.esd.whs.mil/CMD/CATMS/

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7. Attachment/Technical Exhibit List:

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule

7.3. Attachment 3/Technical Exhibit 3 – Example: Notional Schedule of Events

7.4. Attachment 4/Technical Exhibit 4 - Notional Schedule of Events

7.5. Attachment 5/Technical Exhibit 5 - Notional Conference Space Requirements

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.

Performance Objective

Standard Performance Threshold Method of Surveillance

PRS #1

Provide project and schedule management compliance PWS Sections 5.3.2, 5.4.3, and 5.5.3

Deliverables must be accurate, complete, and submitted by the required calendar day milestones

• 95% of on-time submission. No deliverables more than three (3) days late without prior COR approval

100% Inspection by COR

PRS #2

Venue Procurement PWS Sections 5.3.3, 5.3.4, and 5.3.5

Contracts must be executed within 120 calendar days.

Documentation must prove competitive, best-value selection.

• 100% compliance. Contracts are carried out on time.

COR review

PRS #3

Provide dedicated website and mobile application PWS Section 5.4.1

Digital platforms must be operational at the 11-month mark

• 99% uptime; issues should be resolved within 48 hours or less.

Periodic Inspection (testing the website and mobile application)

PRS #4

On-site execution and logistics PWS Sections

5.6.1 and 5.6.5

Efficient registration and active vendor management

• No more than a 10-minute peak wait time.

Periodic in person observation at the conference Post Conference Survey

PRS #5

Final Registration Spreadsheet PWS Section 5.7.2

• All attendee data (PII) must be protected and transmitted to the COR via DoD SAFE or equivalent.

• 100% compliance

Periodic Inspection

TECHNICAL EXHIBIT 2

Deliverables Schedule

PWS

Reference

Deliverable Frequency # of Copies Medium/Format Submit To

5.3.2

Detailed Project Management Plan

Within 15 business days after award

Electronic in contractor format*

COR

5.3.1.

Kick-off Planning Meeting Minutes

5 business days after award

In Person Telecon and/or

Teams Mtg

5.3.3

Copy of RFPs

Within 30 business days of

5.4.1

Launch Conference website with preliminary logistics and promotional information

11 months prior to event 1 Electronic in contractor

5.3.4

Trip report of on-site inspections

Within 90 calendar days of

5.3.4

Summary report of offerors

Within 90 calendar days of

5.3.5. Execute and provide

copy of venue and lodging contracts

Within 120 business days of award

5.2.3 and 5.4.1.

Provide fee structure for attendees

Within 15 business days after award and/or 11 months prior to events

Electronic in

5.4.1

Provide all necessary information for DOW conference approval package

11 months prior to the conference 1

Electronic in

5.5.2

Site inspection report to the COR

Five (5) months prior to events

5.4.3

In-Process Review (IPR) meeting

Nine (9) months prior to the conferences

Telecon and/or

Teams Mtg

Minutes delivered to

5.4.3

Bi-weekly Status Updates

Starting nine (9) months prior to conferences

5.5.2

In-Process Review (IPR) meeting

Five (5) months prior to the Conferences

Telecon and/or Teams Mtg.

Minutes delivered to

COR

5.5.1 Early attendee brochures and electronic mobile app

Six (6) months prior to the Conference 1

Electronic in

5.5.3

Weekly Status Updates

Starting 12 weeks prior to

5.5.4

Final Site Readiness Inspection Review Meeting

Two (2) months prior to

Telecon and/or

Teams Mtg

Minutes

5.5.5.

Pre-Event Review Meeting

One (1) month prior to the Conference

Telecon and/or

Teams Mtg

Minutes

5.7.1

Post-conference survey results and digital media of speakers and event

Within 30 calendar days of conference completion

5.7.2

Provide event review report to include lessons learned and financial performance summary

Within 45 business days of Conferences completion

5.7.2

Provide a spreadsheet containing complete registration information for all attendees and exhibitors.

Within 45 business days of format* (DOD

SAFE)

5.7.3.

Provide a spreadsheet of all lists of recipients for marketing material during the period of performance

Within 60 business days of

5.6.6 and

5.7.1 Provide all video

recordings of plenary sessions

Within 60 business days of conference completion 1

Electronic in contractor

TECHNICAL EXHIBIT 3

Defense Manufacturing Focused Conference Example: Notional Schedule of Events

Monday Tuesday Wednesday Thursday

7:00 8:00

Continental Breakfast in Exhibit Hall

Continental Breakfast in Exhibit Hall Seated Breakfast &

Special Speaker 8:00 9:00

Technical Sessions (10 TS @ 1.5hrs each = 20

Total)

9:00 10:00 Technical Sessions

(10 TS @ 1.5hrs each = 20 Total)

10:00 11:00 Training Sessions

11:00 12:00

12:00 13:00 Lunch (on own) Exhibit Hall Lunch

Exhibit Hall Lunch Box Lunch

13:00 14:00

Plenary Session & Award Ceremony

Plenary Session Technical Sessions

(10 TS @ 1.5hrs each = 20 Total) 14:00 15:00

Technical Sessions (10 TS @ 1.5hrs each = 20

Total) 15:00 16:00 Exhibit Hall &

Networking Break

16:00 17:00

Exhibit Hall & Networking Reception

Plenary Session

17:00 18:00 Exhibit Hall & Networking Reception

18:00 19:00

19:00 20:00

Exhibit Hall Schedule Sunday Monday Tuesday Wednesday

Exhibit Set Up

1:00 PM - 7:00 PM

Exhibit Set Up

8:00 AM – 2:30 PM

Welcome Reception

4:30 PM - 6:30 PM

Exhibits Open

11:30 AM - 6:30 PM

Networking Reception

4:45 PM - 6:30 PM

Exhibits Open

10:00 AM - 3:30 PM

Exhibit Hall Tear-down

3:30 PM - 9:00 PM

TECHNICAL EXHIBIT 4

Parts and Material Management Conference Example

Notional Schedule of Events

Monday Tuesday Wednesday Thursday Exhibit Hall Exhibit Hall

0800-1030 Breakout/Tutorial Sessions

0700-0800 Continental Breakfast

0700-0800 Continental Breakfast

0700-0800 DMSMS Group Breakfast

1030-1200 Breakout/Tutorial Sessions

0800-0945 Plenary Sessions

0800-1000 Breakout/Tutorial Sessions

0800-0830 Awards Presentation

1000-1030 Refreshment Break

0945-1015 Refreshment Break

1000-1030 Refreshment Break

0830-0900 Break

1030-1200 Breakout/Tutorial Sessions

1015-1145 Plenary Sessions 1145-1150 Morning Wrap-up & Dismissal

1030-1200 Breakout/Tutorial Sessions

0900-1200 Plenary Sessions

Lunch Break (on own) Group Lunch Networking / Buffet Lunch Lunch 1330-1500 Breakout/Tutorial Sessions

1330-1500 Plenary Sessions

1330-1500 Breakout/Tutorial Sessions

1300-1700 Breakout/Tutorial Sessions

IIOM Meeting 1500-1530 Refreshment Break

1500-1530 Refreshment Break

1500-1530 Refreshment Break

1530-1700 Breakout/Tutorial Sessions

1530-1700 Plenary Sessions

1500-1730 Breakout/Tutorial Sessions

1700-1900 Co-located Exhibit Hall & Networking Reception

1700-1900 Co-located Exhibit Hall & Networking Reception Poster Presentation

1700-1900 Co-located Exhibit Hall & Networking Reception

Adjourn

TECHNICAL EXHIBIT 5

Notional Conference Space Requirements

Saturday

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6-foot tables 2,000 sq. ft. N/A

24-hour hold Registration Set-up Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Awards Display

Flow 3,000 sq. ft. N/A

Sunday

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6-foot tables 2,000 sq. ft. N/A

24-hour hold Registration Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Awards Display

Flow 3,000 sq. ft. N/A

24-hour hold Breakout #1 Setup 350 Classroom 7,500 sq. ft. 350

24-hour hold Breakout #2 Setup 350 Classroom 7,500 sq. ft. 350

24-hour hold Tutorial #1 Setup 350 Classroom 7,500 sq. ft. 350

24-hour hold Associated Meeting #1 Setup

220 Classroom 4,500 sq. ft. 220

24-hour hold Associated Meeting #2 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #3 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #4 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #5 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #6 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #7 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #8 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #9 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #10 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #11 Setup

75 Classroom 2,000 sq. ft. 75

24-hour hold MESC/JG-DM/IBC Setup

75 U Shape 5,000 sq. ft. 45

Monday

24-hour hold Continental Breakfast

Flow 5,000 sq. ft. 400

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6-foot tables 2,000 sq. ft. N/A

24-hour hold Registration Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Awards Display

Flow 3,000 sq. ft. N/A

24-hour hold Breakout #1 350 Classroom 7,500 sq. ft. 350

24-hour hold Breakout #2 350 Classroom 7,500 sq. ft. 350

24-hour hold Tutorial #1 350 Classroom 7,500 sq. ft. 350

24-hour hold Associated Meeting #1

220 Classroom 4,500 sq. ft. 220

24-hour hold Associated Meeting #2

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #3

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #4

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #5

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #6

#7

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #9

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #10

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #11

75 Classroom 2,000 sq. ft. 75

24-hour hold MESC/JG-DM/IBC 75 U Shape 5,000 sq. ft. 45

24-hour hold Plenary Session Setup

900 Classroom 20,000 sq. ft. 900

24-hour hold Award banquet Setup

600 Banquet (Rounds

25,000 sq. ft. 600

24-hour hold Banquet reception Setup

Flow 10,000 sq. ft. 600

Tuesday

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6-foot tables 2,000 sq. ft. N/A

24-hour hold Registration Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Flow 3,000 sq. ft. N/A

24-hour hold Breakout #1 350 Classroom 7,500 sq. ft. 350

24-hour hold Breakout #2 350 Classroom 7,500 sq. ft. 350

24-hour hold Tutorial #1 350 Classroom 7,500 sq. ft. 350

24-hour hold Associated Meeting #1

220 Classroom 4,500 sq. ft. 220

24-hour hold Associated Meeting #2

#3

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #4

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #5

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #6

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #7

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #9

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #10

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #11

75 Classroom 2,000 sq. ft. 75

24-hour hold MESC/JG-DM/IBC 75 U Shape 5,000 sq. ft. 45

24-hour hold Plenary Session 900 Classroom 20,000 sq. ft. 900

24-hour hold Award banquet and ceremony

600 Banquet (Rounds)

25,000 sq. ft. 600

24-hour hold Banquet reception Flow 10,000 sq. ft. 600

Wednesday

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6-foot tables 2,000 sq. ft. N/A

24-hour hold Registration Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Awards Display

Flow 3,000 sq. ft. N/A

24-hour hold Breakout #1 350 Classroom 7,500 sq. ft. 350

24-hour hold Breakout #2 350 Classroom 7,500 sq. ft. 350

24-hour hold Tutorial # 1 350 Classroom 7,500 sq. ft. 350

#1

220 Classroom 4,500 sq. ft. 220

24-hour hold Associated Meeting #2

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #3

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #4

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #5

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #6

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #7

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #9

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #10

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #11

75 Classroom 2,000 sq. ft. 75

24-hour hold MESC/JG-DM/IBC 75 U Shape 5,000 sq. ft. 45

24-hour hold Plenary Session 900 Classroom 20,000 sq. ft. 900

Thursday

24-hour hold CTR/OSD Operations Office

21 Skirted worktables

2,000 sq. ft. 12

24-hour hold CTR/OSD Operations Ad-hoc

4 Rounds 2,000 sq. ft. 16

24-hour hold CTR/OSD Operations storage

8 – 6 foot tables 2,000 sq. ft. N/A

24-hour hold Registration Flow 3,000 sq. ft. N/A

24-hour hold Registration Office Flow 2,000 sq. ft. N/A

24-hour hold Manufacturing Awards Display

Flow 3,000 sq. ft. N/A

24-hour hold Associated Meeting #1

220 Classroom 4,500 sq. ft. 220

24-hour hold Associated Meeting #2

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #3

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #4

#5

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #6

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #7

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #9

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #10

75 Classroom 2,000 sq. ft. 75

24-hour hold Associated Meeting #11