A03 PWS Final 20260623.pdf

PERFORMANCE WORK STATEMENT (PWS)

Senior Administrative Office (SAO) Strategy, Program/Project Management, and Analytic Support Services

Task Order Number 1

23 June 2026

PART 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract to provide Business Strategic Planning, Data Analytics, Enterprise Governance and Policy Support, Financial Management, Manpower Support, and Administrative Assistance in support of the Senior Administrative Office under the Office of the Director of Administration and Management (ODAM). 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 Strategy, Program/Project Management, and Analytic Support Services as defined in this Performance Work Statement 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 Senior Administrative Office (SAO) requires support providing management and oversight to the Defense-Wide organizations and accounts, including the Defense Agencies and DoD Field Activities. The Resource Management Directorate (RMD) became SAO under the Office of the Director of Administration and Management in FY2023.

The strategic planning and execution of responsibilities of the Resource Management Directorate have transitioned to SAO.

1.3 Objectives: The primary objective of this task order is to support the SAO under the Office of the Director of Administration and Management (ODAM) with providing administrative, personnel, data analytics, manpower, policy, and budget support to OSD, selected Defense Agencies, and DoD personnel in the National Capital Region, and to assist the Washington Headquarters Services (a DoD Field Activity).

1.4 Scope: The Contractor shall support the mission and organizational maturation of the SAO by providing strategy, program/project management, and analytic support services.

a. Applying research and analyses to build fact-based deliverables for senior leaders, including information and decision memos, briefing slides, and staff packages;

b. Strategic planning for large federal/governmental organizations;

c. Review and analyze financial and contracting practices of the federal government and the Department of Defense;

d. Communicating (oral and written) objectives, outcomes, opportunities, risks, and challenges for projects or programs with mitigation approaches;

e. Interpreting and visualizing enterprise business operations, manpower, and DoD budget data from authoritative systems and exhibits;

f. Conducting complex data analytics and visualizations; and

g. Managing complex programs and projects for the federal government while ensuring timely delivery and maintaining quality standards.

1.5 Period of Performance: The period of performance shall include a base period for six months with four (4)- twelve (12) month option periods.

1.6 General Information:

1.6.1 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 he assures himself that his work complies with the requirement of the contract. The QCP shall be delivered via electronic mail within 30 days of contract award. Amendments/changes to the QCP shall be delivered to the COR and KO within three business days following any change.

1.6.2 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).

1.6.3 Recognized Holidays: The Contractor is not required to perform service on Federal 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 Juneteenth Independence Day Christmas Day Independence Day

When the Government grants administrative leave to Government employees, or is closed as a result of inclement weather, potentially hazardous conditions, or other special circumstances, Contractor personnel working at the specific facility/location granted administrative leave should coordinate with their employer to determine whether they will be granted paid time off, required to use leave or sick leave, or can perform their duties remotely (e.g., telework) from their home or alternate location. This decision should be at the discretion of the program manager and on-site manager, and in coordination with the Contracting Officer and/or Contracting Officer Representative (COR), to the extent that the overall performance is not adversely impacted. The Contractor shall 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.

1.6.4 Hours of Operation: The Contractor is responsible for conducting business, between the WHS core hours of 9:30 AM to 3:00 PM, arriving no earlier than 6:30 AM and departing no later than 6:30 PM 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. For other than firm fixed price contracts, the Contractor will not be reimbursed when the government facility is closed for the above reasons. 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.

1.6.5 Place of Performance: The work to be performed under this contract will be performed in a government provided office space in the National Capital Region (NCR). Contractor personnel may be required to work at the Governments alternate locations during emergencies and emergency exercises. Individual Contractor personnel may be designated as essential personnel to support contingency operations at alternate Government locations during actual emergencies and emergency exercises.

1.6.6 Type of Contract: The government will award a firm-fixed-price (FFP) task order.

1.6.7 Security Requirements: For services to be performed under this task order, the contractor shall have a secret facility clearance and personnel with a security clearance. They must maintain the level of clearance for the life of the contract. The security requirements are in accordance with the attached DD-254 for the overall IDIQ and will be provided to the Contractor upon award of the contract. Security procedures shall be made available to Contractor personnel.

• 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.

• 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.

1.6.7..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.

1.6.7..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.

• 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.

1.6.8 Special Qualifications:

Contractor personnel shall be required to sign a Non-Disclosure Agreements (NDAs) and adhere to government Organizational Conflicts of Interest (OCI) controls (see section 1.6.16) once that order is awarded. Contractors may not perform inherently governmental functions, as defined in the FAR Subpart 7.5 and clarified in the Office of Management and Budget (OMB) Circular A- 76 encl. A. In general, these include the discretionary exercise of governmental authority and monetary transactions.

1.6.8.1 Workforce Sufficiency (within 10 Business Days): The Contractor shall maintain an adequate workforce suitable for the uninterrupted performance of all tasks defined within a task order’s PWS. Similarly, the Contractor agrees that all tasks shall be performed by qualified, trained, educated, and experienced personnel. In cases where a suitable individual becomes unavailable (e.g., staff member retires), then the Contractor agrees to assign suitable personnel to perform the gapped task within 10 business days.

1.6.9 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.

https://www.acquisition.gov/far/html/Subpart%202_1.html https://www.acquisition.gov/far/html/Subpart%207_5.html https://georgewbush-whitehouse.archives.gov/omb/circulars/a076/a76_incl_tech_correction.html#a https://georgewbush-whitehouse.archives.gov/omb/circulars/a076/a76_incl_tech_correction.html#a

1.6.10 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.

1.6.11 Key Personnel: The personnel listed below are considered essential to the work being performed under this contract. Before removing, replacing, or diverting any of the listed or specified personnel or facilities, the Contractor shall (1) notify the Contracting Officer reasonably in advance and (2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this contract. The Contractor shall make no diversion without the Contracting Officer's written consent; provided that the Contracting Officer may ratify in writing the proposed change, and that ratification shall constitute the Contracting Officer's consent required by this document. Key personnel include: Senior Project Manager.

The Senior Project Manager shall have a Bachelor’s degree and ten (10) years of experience in Project Management. This position will serve as the Task Order Lead for government leadership, supporting day to day client engagements and is responsible to ensure IDIQ and Task Order Deliverables are prepared and delivered on time without error. Additionally, this position will be the authorized lead interface with the Government Contracting Officer (CO), the Contracting Officer's Representative (COR), government management personnel, and customer agency representatives. The Senior Project Manager will be responsible for formulating and enforcing work standards, assigning contractor schedules, resolving work discrepancies, supervising contractor personnel, and communicating policies, purposes, and goals of the organization to subordinates. They shall be responsible for the overall contract performance and shall support project execution activities.

1.6.12 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. Contractor personnel will be required to obtain, use, and display a Common Access Card in the performance of this service.

1.6.13 Contractor Travel: For this task order, all travel within the National Capital Region is included in the price of this contract. Travel outside of the National Capital Region is not expected to occur for this task order.

1.6.14 Other Direct Costs: There are no other direct costs for this task order.

1.6.15 Data Rights: Refer to FAR Clause 52.227-14 “Rights in Data – General” and DFARS 252.227-7013. 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).

1.6.16 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.

1.6.17 Limitation on Subcontracting Reporting: The contractor shall comply with FAR 52.219- 14, Limitation of Subcontracting that is listed in the contract, and shall submit a yearly report at the end of each period of performance.

1.6.18 Phase In: No phase in period is required.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS: See Section 2.1 of the IDIQ PWS.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative BOND Business Operators for National Defense 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 DD-254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMAG Deputy’s Management Action Group DMDC Defense Manpower Data Center DWC Deputy’s Workforce Council DOD Department of Defense FAR Federal Acquisition Regulation FFP Firm Fixed Price GFE Government Furnished Equipment KO Contracting Officer NCR National Capitol Region OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs OMB Office of Management and Budget 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 RMD Resource Management Directorate TE Technical Exhibit WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The government will provide basic services to phones, desks, utilities, information technology, and general office supplies) while working in Government facilities.

3.2 Facilities: Basic facilities such as workspace and its associated operating requirements (i.e., phones, desks, utilities, information technology, and general office supplies) will be provided while working in Government facilities.

3.3 Equipment: The Government will provide basic services to phones, desks, utilities, information technology, and general office supplies while working in Government facilities. Teleworkers will only use government furnished equipment (GFE) to remotely access the DoD network.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 3 of this

PWS.

4.2 Facilities: Not applicable.

4.3 Equipment: Not applicable.

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS:

5.0 The Contractor shall provide Professional Services and Strategic Communications Support to the Senior Administrative Office (SAO) within the Office of the Director of Administration and Management (ODAM). The Contractor shall perform the following tasks listed below.

5.1 Basic Services: The Contractor shall provide all personnel, equipment, supplies, transportation, tools, materials, supervision, and other services necessary to perform this PWS, except those items and/or services identified as GFE in Part 3.

5.2 Program and Project Management Support: The contractor shall provide Program and Project Management Support Services. The contractor will work broadly across all Task Areas listed below in this PWS to perform the following tasks:

5.2.1 The Contractor shall meet with the SAO Director once every other week (delivering 13 briefs total) to provide updates on tasks accomplished, financial status, personnel activities, and areas of concern. Additionally, the Contractor will provide monthly status reports no later than the 5th business day of each month to accurately reflect progress and summary status of tasks completed and planned activities for the following reporting period (delivering 6 reports total).

5.2.2 The Contractor shall collaborate with the SAO Director to assess where resources should be directed and develop a project plan that will efficiently and effectively align those resources in support of the Manpower, Administration, Budget, and Executive Assistant Divisions within SAO. The output will be a single plan of actions and milestones (POAM) that will be maintained and updated on a weekly or monthly basis.

5.2.3 The Contractor shall support all four Divisions within SAO (Manpower, Administration, Budget, and Administrative Assistant) to conduct the respective data analytics and develop visualizations and presentations leveraging Power BI, Advana, the Microsoft Office suite of tools and any other software or web-based tools. The output will be a minimum of one (1) brief per month per Division.

5.2.4 The Contractor shall maintain and update on a weekly or monthly the internal SAO SharePoint site tracking all Manpower, Administration, Budget, and Executive Assistant activities and taskers. This includes maintaining one SAO website, adding pages and documents as directed, and providing consulting support to other DA&M Directorates as they transition from legacy SharePoint sites.

5.2.5 The Contractor shall support the SAO Director, and Budget Division with completing financial reviews, analysis, and summaries in the form of data visualizations and briefs for delivery to senior executive leaders. The output will be a minimum of one (1) briefing per fiscal quarter.

5.2.6 The Contractor shall support the SAO Director, and Manpower Division with the analysis of Manpower requirements across OSD, the non-intelligence Defense Agencies and Department of Defense (DoD) Field Activities, and the Joint Community to effectively maintain manning levels. The output will consist of monthly engagements with 19 defense agencies and 7 field activities, weekly meetings with the SAO Manpower Division, and monthly briefings to assess manpower levels (delivering 6 briefs total).

5.2.7 The contractor shall conduct periodic reviews (weekly, monthly, or quarterly) of SAO business office practices to ensure efficiency and effectiveness. The Contractor will examine overall office performance, identify areas for improvement, and help institute repeatable reform initiatives. The output will be a minimum of one (1) briefing per fiscal quarter.

5.2.8 The Contractor shall provide professional analysis and data visualizations illustrating industry best practices and their applicability across the Manpower, Administration, Budget, and Executive Assistant business areas. The output will be a minimum of one (1) briefing per fiscal quarter.

5.3 Strategy Support:

5.3.1 The Contractor shall provide professional support services to help develop and stand up SAO mission and vision statements. These statements will be delivered to SAO in the form of briefings, SharePoint pages, or other medium as required. The contractor will conduct no fewer than 6 engagement sessions with SAO leadership to analyze and modify SAO’s mission, vision, goals, and objectives to ensure alignment to ODA&M policy and guidance and DSD priorities.

5.3.1.1 The contractor shall draft and publish SAO mission and vision statements on DA&M SharePoint page. Publish all SAO mission, vision, and strategic priorities changes to SharePoint no later than 24 hours from SAO leadership approval.

5.3.2 The Contractor shall conduct no less than 26 targeted sessions annually to identify SAO objectives, goals, and performance metrics that will enable SAO to measure and track the impact of its actions. The contractor shall perform the following tasks:

• Support the re-write and publication of DoDI 1100.23, Detail of Personnel to

OSD.

• Support the creation and publication of new DoDI for Manpower Management across OSD.

• Support annual validations of FY25 baseline for OSD manpower.

• Create and document no less than 4 performance metrics for each sub-directorate to measure its outputs and performance.

• Provide analysis and research for requirements assigned or delegated to SAO by the DMAG and DWC.

5.3.3 The Contractor shall develop no less than 6 planning, execution, and operations recommendation briefs and reports per year, to communicate the impact of SAO to internal and external stakeholders to include the 19 defense agencies and the 7 field activities. Utilizing the resources provided within Technical Exhibit 3 the contractor shall perform the following tasks:

5.3.3.1 Research no fewer than 7 DoD and industry benchmarks, best practices, and commercial examples to improve SAO performance metrics.

5.3.3.2 Review DoD policies, procedures, and commercial operating models to find business operations areas of improvement.

5.3.3.3 Provide recommended courses of actions and industry examples for requirements assigned or delegated to SAO by the DMAG and DWC.

5.3.3.4 Support the creation and publication of new DoDI for Manpower Management across OSD.

5.3.3.5 Create no less than 4 SAO business processes maps for each SAO sub-directorate to document its internal process flows.

To meet this requirement, the Government estimates that the following labor categories will be utilized: Business Advisor II, Business Analyst III and II, Business Process Improvement Expert, Administrative Specialist, and Technology Specialist

II.

5.4 Analytical Support:

5.4.1 The Contractor shall provide data analytics support by analyzing authoritative data sources including those that contain DoD budget data and business operations (human resources, manpower, financial management, acquisition, supply chain, logistics, real property, etc.) while ensuring transparency and repeatability to include analysis of the 19 defense agencies and the 7 field activities. The contractor shall perform the following tasks:

• Design and maintain 1 SAO databases and data dictionary; this includes fixing coding errors and other data-related problems.

• Mine data from no fewer than 7 authoritative data sources and reorganizing said data in a format that can be easily read by either human or machine.

• Analyze and interpret data sets, paying particular attention to trends and patterns for diagnostic and predictive analytics efforts using tools like SharePoint, ADVANA and Power BI.

• Prepare no less than 20 reports for executive leadership that effectively communicate trends, patterns, and predictions using relevant data.

• Collaborate with SAO staff, and DA&M leadership to identify no fewer than 6 opportunities for process improvements, recommend system modifications, and governance.

• Create and maintain 1 “business rules for data” document that allows SAO stakeholders to understand the steps of the data analysis process and duplicate or replicate the analysis if necessary.

5.4.2 The Contractor shall provide data visualization support by translating financial and business operations data and trends into compelling visual products and briefings to inform senior level decision makers to include analysis of the 19 defense agencies and the 7 field activities. The contractor shall perform the following tasks:

• Develop and deliver no less than 6 briefings and reports per year to present information accurately and concisely in charts, tables, maps, and other appropriate graphical formats with a clean and modern design aesthetic.

• Produce no fewer than 26 SAO personnel activity SharePoint reports to SAO leadership to include weekly work activities in progress, completed, and not started.

• Conduct no fewer than 6 collaboration sessions with SAO staff and leadership to identify new data visualization requirements to fulfill strategic and operational SAO objectives.

5.5. Document & Correspondence / Administrative Assistant Support, the Contractor will provide the following support:

• Assist SAO with tracking, adjudicating, answering, and closing all Correspondence and Task Management System (CATMS) packages assigned to SAO. This includes monitoring all packages on the CATMS website, drafting responses, and updating their status on the internal SAO SharePoint page so the SAO Director and Deputy Director will have up to date information on the status of all SAO CATMS packages.

• Monitor and adjudicate all SAO CATMS packages as they are assigned by other organizations. (A specific number cannot be defined, but normally in excess of three

(3) packages per week.)

• Assist with develop talking points and read ahead materials edit as directed, using Writing Style Guidelines and DoD Manual for Written Material to comply with format and DoD standards for the SAO Director and DA&M Director in preparation for the following meetings: the Deputy’s Management Action Group (DMAG), Workforce Management Group (WMG), Defense Workforce Council (DWC), Senior Administrative Officers Forum (SAOF), Reform Management Group (RMG), Business Operators for National Defense (BOND), and Resource Strategy Board (RSB). The talking points and read aheads developed in support of these meetings are based on the frequency and number of meetings per month. (As these briefing schedules fluctuate, a specific number of talking points and read aheads cannot be defined, but normally in excess of two (2) deliverables per week.)

• Independently administer automated tracking system(s) data input and administration, including but not limited to:

o Written and email correspondence o Administrative tasks o Congressional correspondence o Security process administration o Program-related documents o Tracking and status updates

• Ensure mail, correspondence actions, requests for information, and assignments are complete, accurate, and on schedule

• Maintain electronic and paper files as required by and/or appropriate managers, or DoD procedures

• Copy and/or reproduce documents from physical or electronic media

• Prepare and type correspondence, prepare reports, and capture meeting minutes

• Create, develop, draft, prepare, revise, and edit standard correspondence and work documents (e.g., Action and Information Memoranda). Assist with writing and editing material for reports, speeches, briefs, and guidebooks.

• Originate, develop, draft, prepare, revise, edit standard, general administrative office desk guides, procedures, and policy for dissemination to DA&M/WHS employees

• Support the maintenance of Records Management programs

• Answer telephone calls to include referring callers' technical requests for information to appropriate staff and/or taking and delivering messages to staff members who are unavailable

• Answer procedural questions based on knowledge of DoD operations and program activities

• Schedule and coordinate meetings

• Assist BOND staff with meeting and event planning

• Schedule and track travel and training for personnel

• Greet, receive, and escort visitors within the Pentagon/Mark Center Maintain business schedules and calendars for Senior Officials. Administer and track office e-travel requirements, to include inputting into the Defense Travel System (DTS)

• The Contractor shall provide principal administrative support in an office environment.

• The Contractor shall develop priorities, areas of emphasis, scope of projects, and internal deadlines based on overall mission requirements.

• The Contractor shall conduct analysis of assigned projects, performs varied clerical and secretarial duties requiring knowledge of office routine and an understanding of the organization, programs, and procedures related to the work of an office.

• The Contractor shall assist and support Government personnel in the event of an emergency.

• The Contractor shall provide oversight of day-to-day administrative actions, including short- lead suspense assigned by senior leadership.

• The Contractor shall review and make recommendations to leadership concerning which suspense actions to be delegated to designated personnel.

• The Contractor shall enter and monitor suspense actions/tasks utilizing

Government tools (CATMS, Microsoft Excel spreadsheets, Word documents, etc.)

• The Contractor shall assist senior leadership personnel in the preparation of spreadsheets and presentations by employing Microsoft products – PowerPoint, Word, and Excel.

• The Contractor shall prepare internal memoranda and other documents for individuals within the organization and support the preparation of letters, memoranda, and other documents for individuals external to the organization.

• The Contractor shall maintain performance metric tracking reports for senior leadership.

• The Contractor shall create and maintain monthly reports for leadership personnel, including ad hoc reports.

• The Contractor shall prepare materials in support of senior leadership personnel for conferences, correspondence, appointments, meetings, and telephone calls.

• The Contractor shall compose correspondence with little to no supervision concerning administrative matters and general office policies for leadership’s approval.

• The Contractor shall review publications, regulations, directives, and make recommendations to staff.

• The Contractor shall prepare special or one-time reports, summaries, or replies to inquiries by selecting relevant information from a variety of sources such as reports, documents, correspondence, other offices, etc. under general direction.

• The Contractor shall assist in communicating new procedures to office administrative personnel in subordinate offices, request information needed from the subordinate office(s) for periodic or special conferences, reports, and inquiries.

• The Contractor shall answer phones and inquiries for senior leadership, maintain office calendar, establish meetings, take minutes of meetings, and organize and maintain a centralized filing system.

• The Contractor shall provide back up to the Government Executive Support, when required.

• The Contractor shall maintain the calendar for the conference rooms and provide support for the conference rooms by assisting with technology set-up prior to all scheduled meetings. The technology includes Video Telecommunications (VTC) equipment, conference call equipment and bridge line technology.

• The Contractor shall be able to work independently, with little to no supervision.

• The Contractor shall establish overall objectives, provide plans and carry out analysis of assigned projects as directed.

• The Contractor shall assist in the formation of excel spreadsheets, which may include but are not limited to, graphs, statistical analysis, and other data that may not be readily available.

• The Contractor shall assist with the dissemination of documents and guidelines, manage incoming and outgoing mail, monitor and maintain access and entry controls, and greet visitors and provide assistance.

• The Contractor shall assist in maintaining continuity of operations in the office in the event of an emergency.

• The Contractor shall assist in maintaining performance metric reports for senior leadership.

• The Contractor shall assist in creating and maintaining monthly reports for leadership personnel, including ad hoc reports as directed.

• The Contractor shall prepare materials required by leadership for conferences, correspondence, appointments, meetings, and telephone calls.

• The Contractor shall prepare special and one-time reports, summaries, or replies to inquiries selecting relevant information from a variety of sources such as reports, documents, correspondence, or other offices.

• The Contractor shall maintain office calendars; arrange meetings and take minutes of meetings.

• The Contractor shall organize and maintain a centralized filing system.

• The Contractor shall assist in maintaining calendar for branch/division staff, ranging from 15 to 30 employees.

• The Contractor shall assist in reviewing written correspondence for grammar and punctuation.

• The Contractor shall assist staff in preparing materials needed for conferences, correspondence, appointments, meetings, and telephone calls.

PART 6

APPLICABLE PUBLICATIONS

6 APPLICABLE PUBLICATIONS:

6.1 The Contractor must abide by all statutes, applicable regulations, publications, manuals, and federal policies, procedures. Specifically, in support of SAO, at a minimum, the Contractor shall adhere to the following:

• 10 U.S. Code § 192 - Defense Agencies and Department of Defense Field Activities:

oversight by the Secretary of Defense

• 31 U.S. Code § 1116 - Agency performance reporting

• DoD Directive 5105.53 Director of Administration and Management (DA&M)

PART 7

TECHNICAL EXHIBIT LISTING

7 TECHNICAL EXHIBIT LIST:

7.1. Technical Exhibit 1 – Performance Requirements Summary

7.2. Technical Exhibit 2 – Deliverables Schedule

7.3 Technical Exhibit 3 – Estimated Workload Data

7.1 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 (The Service required— usually a shall statement)

Standard Performance Threshold (This is the maximum error rate. It could possibly be “Zero deviation from standard”)

Method of Surveillance

PRS # 1

The Contractor shall provide strategy support to SAO as outlined in

PWS 5.1 & 5.2.

The Contractor will ensure all strategy and communication documents are complete, timely, and error free.

Zero deviation from the standard

Periodic Inspection

PRS # 2

The Contractor shall provide program and project management support as outlined in

PWS 5.3.

The Contractor will ensure all assigned taskers and projects are executed on-time and error free.

Zero deviation from the standard

Periodic Inspection

PRS # 3

The Contractor shall provide analytical support as outlined in PWS para 5.4

The Contractor will ensure all visual products contain accurate data and analytics.

Zero deviation from the standard

Periodic Inspection

PRS # 4

The contractor shall provide Administrative Support as outlined in PWS para 5.5

The Contractor will ensure they’re providing the required support services for Administrative Support with tracking, adjudicating, answering, and closing all Correspondence and Task Management System (CATMS) packages assigned to RMD, as well as talking points and read-aheads

Zero deviation from the standard

Periodic Inspection

PRS #5

The contractor shall provide technical writing support as outlined in PWS sections 5

The Contractor will ensure all visual products contain accurate data and analytics.

Zero deviation from the standard

Periodic Inspection

7.2 TECHNICAL EXHIBIT 2

DELIVERABLES SCHEDULE

Deliverable Frequency # of Copies

Medium/Format Submit To

1. Basic Services Reports. Contractor provided Monthly Status Reports and Bi-Monthly Project Status Review Presentations to provide recurring updates related to all personnel, equipment, supplies, tools, materials, supervision, and other services necessary to perform this PWS as defined within PWS section 5.1 and 5.2.1

MSRs -5th business day of each month.

PSRs -1st and 3rd Friday of each month

1 Electronic file (No PDF) by email w/appropriate attachments; & paper upon request.

SAO

Director, DA&M COR or designee

2. Program and Project Management Documents and Reports. Documents and reports supporting project management update briefings, and executive summaries as well as the execution and management of CATMS responses as outlined in PWS section 5.2 & 5.5

Monthly 1 Electronic file (No PDF) by email w/appropriate attachments; & paper upon request.

SAO

Director or designee

3. RMD SharePoint Site Support.

Contractor will provide Bi-Monthly status reports as part of PSR reporting as outlined in PWS section 5.2.4

PSRs -1st and 3rd Friday of each month

Electronic file (No PDF) by email w/appropriate attachments; & paper upon request.

SAO

Director or designee

4. Strategic Support Documents.

Briefing Documents associated with establishing and communicating the creation of SAO’s new mission, vision, goals, objectives, and performance metrics as outlined in PWS section 5.3

Based on schedule;

updates monthly or as required.

1 Electronic file (no PDF) by email with appropriate attachments; and paper upon request

SAO

Director or designee

5. Analytic Support. Briefings and reports on analysis and visualizations as specified in PWS section 5.4

Based on schedule;

updates monthly or as required.

1 Electronic file (no PDF) by email with appropriate attachments; and paper upon request

SAO

Director or designee

6. Non-Disclosure Agreement: The Contractor shall provide a signed NDA

Provide it five days after contract award.

1 Electronic Format, must be compatible with Microsoft Windows 2010 and Microsoft Office

Delivered electronically to COR

7.3 TECHNICAL EXHIBIT 3

ESTIMATED WORKLOAD DATA

The estimated hours and labor categories are simply estimates on what it may take to perform the requirements listed in this PWS based on history on similar projects. The Contractor is not required to propose the hours listed below and is encouraged to use sound business practices when preparing the price/cost proposal.

PWS

Section

Name

Base Hours

Option Year 1 Hours

Option Year 2 Hours

Option Year 3 Hours

Option Year 4 Hours

5.1; 5.3 Senior Program Manager 60 120 120 120 120

5.1-5.5 Senior Project Manager 1872 1872 1872 1872 1872

5.1-5.5 Business Process Improvement Expert 1872 1872 1872 1872 1872

5.1-5.5 Technology Specialist

III

1872 1872 1872 1872 1872

5.1-5.5 Technology Specialist II 1872 1872 1872 1872 1872

5.1-5.5 Business Advisor II 1872 1872 1872 1872 1872 5.1-5.5 Business Analyst II 1872 1872 1872 1872 1872 5.1;5.5 Administrative

Specialist 1872 1872 1872 1872 1872

5.1; 5.5 Administrative Specialist

1872 1872 1872 1872 1872

5.1; 5.5 Administrative Specialist

1872 1872 1872 1872 1872

5.1- 5.5 Business Advisor II 1872 1872 1872 1872 1872