A23 SF1449 HQ003422R0003.pdf

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(No Collect Calls)

HQ003422R0003 14-JAN-2022

b. TELEPHONE NUMBER 703-545-3576

8. OFFER DUE DATE/LOCAL TIME

09:00 AM 08 Feb 2022

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

HQ0034 9. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

STACIELLYN CHAPMAN

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED. X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR: SET ASIDE: UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

WHS - ACQUISITION DIRECTORATE

4800 MARK CENTER DRIVE, SUITE 09F09

ALEXANDRIA VA 22350-0002

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE 15. DELIVER TO CODE H91317 16. ADMINISTERED BY

12. DISCOUNT TERMS 11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFP X

OUSD COMPTROLLER

LORENZO MYRICK

1155 DEFENSE PENTAGON RM 3C869

WASHINGTON DC 20301-1155

TEL: 571-256-2706 FAX:

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$16,500,000

NAICS:

541990

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICES ITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24. 22. 21. 19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINAL PARTIAL COMPLETE

36. PAYMENT 35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 10 Months HCRM Program Support

FFP

The contractor shall provide Human Capital and Resource Management Program

Support in accordance with the attached Performance Work Statement (PWS), other attached documents, and all other requirements listed in this solicitation.

FOB: Destination

R408

NET AMT

0002 1 Lot Travel

T&M

Travel shall be performed in accordance with the attached Performance Work

Statement, attached documents and all other requirements listed in this document. All Travel shall be approved by the COR prior to commencement of travel. Travel cost will be reimbursed in accordance with FAR 31.204-46 Travel

Cost. Travel costs shall not exceed $14,000.00. G&A and Overhead costs are not authorized.

TOT ESTIMATED PRICE

CEILING PRICE

0003 1 Lot Other Direct Cost (ODC)

T&M

The contractor shall provide PDI Shipping and Drayage, along with other direct costs in accordance with the Performance Work Statement and other attached documents, and all other requirements listed in this solicitation. The contractor shall be reimbursed for actual, allowable, and allocable cost. No profit or fee will be added. This is a not-to-exceed CLIN and contractor is not required to provide pricing for this CLIN.

0004 30 Days Transition In HCRM Program Support

FFP

The contractor shall provide HCRM Program Support Services in accordance with the attached Performance Work Statement, attached documents and all other requirements listed in this document.

1001 12 Months OPTION HCRM Program Support

FFP

The contractor shall provide Human Capital and Resource Management Program

Support in accordance with the attached Performance Work Statement (PWS), other attached documents, and all other requirements listed in this solicitation.

1002 1 Lot OPTION Travel

T&M

Travel shall be performed in accordance with the attached Performance Work

Statement, attached documents and all other requirements listed in this document. All Travel shall be approved by the COR prior to commencement of travel. Travel cost will be reimbursed in accordance with FAR 31.204-46 Travel

Cost. Travel costs shall not exceed $14,000.00. G&A and Overhead costs are not authorized.

1003 1 Lot OPTION Other Direct Cost (ODC)

T&M

The contractor shall provide PDI Shipping and Drayage, along with other direct costs in accordance with the Performance Work Statement and other attached documents, and all other requirements listed in this solicitation. The contractor shall be reimbursed for actual, allowable, and allocable cost. No profit or fee will be added. This is a not-to-exceed CLIN and contractor is not required to provide pricing for this CLIN.

2001 12 Months OPTION HCRM Program Support

FFP

The contractor shall provide Human Capital and Resource Management Program

Support in accordance with the attached Performance Work Statement (PWS), other attached documents, and all other requirements listed in this solicitation.

2002 1 Lot OPTION Travel

T&M

Travel shall be performed in accordance with the attached Performance Work

Statement, attached documents and all other requirements listed in this document. All Travel shall be approved by the COR prior to commencement of travel. Travel cost will be reimbursed in accordance with FAR 31.204-46 Travel

Cost. Travel costs shall not exceed $14,000.00. G&A and Overhead costs are not authorized.

2003 1 Lot OPTION Other Direct Cost (ODC)

T&M

The contractor shall provide PDI Shipping and Drayage, along with other direct costs in accordance with the Performance Work Statement and other attached documents, and all other requirements listed in this solicitation. The contractor shall be reimbursed for actual, allowable, and allocable cost. No profit or fee will be added. This is a not-to-exceed CLIN and contractor is not required to provide pricing for this CLIN.

3001 12 Months OPTION HCRM Program Support

FFP

The contractor shall provide Human Capital and Resource Management Program

Support in accordance with the attached Performance Work Statement (PWS), other attached documents, and all other requirements listed in this solicitation.

3002 1 Lot OPTION Travel

T&M

Travel shall be performed in accordance with the attached Performance Work

Statement, attached documents and all other requirements listed in this document. All Travel shall be approved by the COR prior to commencement of travel. Travel cost will be reimbursed in accordance with FAR 31.204-46 Travel

Cost. Travel costs shall not exceed $14,000.00. G&A and Overhead costs are not authorized.

3003 1 Lot OPTION Other Direct Cost (ODC)

T&M

The contractor shall provide PDI Shipping and Drayage, along with other direct costs in accordance with the Performance Work Statement and other attached documents, and all other requirements listed in this solicitation. The contractor shall be reimbursed for actual, allowable, and allocable cost. No profit or fee will be added. This is a not-to-exceed CLIN and contractor is not required to provide pricing for this CLIN.

4001 12 Months OPTION HCRM Program Support

FFP

The contractor shall provide Human Capital and Resource Management Program

Support in accordance with the attached Performance Work Statement (PWS), other attached documents, and all other requirements listed in this solicitation.

4002 1 Lot OPTION Travel

T&M

Travel shall be performed in accordance with the attached Performance Work

Statement, attached documents and all other requirements listed in this document. All Travel shall be approved by the COR prior to commencement of travel. Travel cost will be reimbursed in accordance with FAR 31.204-46 Travel

Cost. Travel costs shall not exceed $14,000.00. G&A and Overhead costs are not authorized.

4003 1 Lot OPTION Other Direct Cost (ODC)

T&M

The contractor shall provide PDI Shipping and Drayage, along with other direct costs in accordance with the Performance Work Statement and other attached documents, and all other requirements listed in this solicitation. The contractor shall be reimbursed for actual, allowable, and allocable cost. No profit or fee will be added. This is a not-to-exceed CLIN and contractor is not required to provide pricing for this CLIN.

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

Office of the Under Secretary of Defense (Comptroller)

Human Capital and Resource Management Program Support

Performance Work Statement

Date: December 10, 2021

1. BACKGROUND

The Under Secretary of Defense (Comptroller)/Chief Financial Officer (USD(C)/CFO) is the Principal Staff

Assistant and advisor to the Secretary of Defense for budgetary and financial matters. The USD(C)/CFO focuses on budgetary formulation and execution; financial management (FM) and oversight; improvement of the DoD financial management workforce; improvement and integration of performance and financial information and achievement of audit readiness; financial systems; accounting policy; contract audit administration; and financial management improvement programs.

The Director, Human Capital and Resource Management (HCRM) serves as the principal advisor and assistant to the USD(C)/CFO in managing DoD-wide Financial Management (FM) workforce development and provides

7oversight of OUSD(C)’s internal management and administration functions including resource management, contracts, facilities, personnel, and correspondence.

2. SCOPE, OBJECTIVES, AND ENVIRONMENT

2.1. Scope

The scope of this requirement includes all the services and supplies required by the HCRM Director to carry out assigned responsibilities.

The Government requires support for the following tasks:

Program Integration

Communications

Workforce Strategic Management

Defense Financial Management Certification Program (DFMCP) Operations

2.2. Objectives

The Government is seeking to partner with a contractor that has an exceptional understanding of the HCRM requirements in order to support the following HCRM Director objectives:

Enable Comptroller mission accomplishment

Promote the competency, capability, and professionalism of the DoD FM workforce

2.3. Environment

The Director relies heavily on information technology as follows in order to achieve HCRM Objectives.

To carry out its responsibilities, HCRM employs a variety of commonly available information technology, including program management, social media, and other web-based applications, as well as custom information technology solutions such as FM Online and the FM Learning Management System (LMS), which is currently the DFMCP

System of Record. The suite of information technology solutions may evolve and applications often interface with other applications managed by third-parties. Additionally, the Government has a third-party contract for web hosting services and database management on the DoD network. The Government plans to replace FM Online and the LMS with a cloud-based Comptroller Functional Community Portal.

3. GENERAL REQUIREMENTS

3.1. Non-Personal Services

The services and performance required under this contract are determined to be not inherently governmental. The contractor shall not perform or give the appearance of performing inherently governmental functions as described in

FAR Part 2 and Subpart 7.5, and all applicable DoD policy. The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. All contractor personnel shall identify themselves as contracted support personnel in all forms of communication with all entities with whom

OUSD (C) has business dealings. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor believes that any actions constitute or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Contracting Officer immediately.

3.2. Business Relations

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

3.3. Contract Management

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

The contractor shall establish processes and assign appropriate resources to effectively administer this contract. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and contractor personnel assigned to support this contract.

The contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on this requirement. The contractor shall provide an organization chart with assigned task areas with each

Monthly Status Report.

3.4. Subcontract Management

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor shall manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the Contracting Officer or

Contracting Officer Representative (COR).

3.5. Contractor Personnel, Disciplines, and Specialties

An integral part of successful performance under this contract is not only the production of quality products described in Section 4, but the responsiveness of contractor personnel in the day-to-day output of work products.

While the end product or deliverable is vital to successful performance, day-to-day oversight also includes client interaction and responsiveness. Accordingly, the contractor is required to proactively maintain assigned tasks and be responsive to all entities with professional business dealings related to the assigned tasks.

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

3.6. Training

The contractor shall provide training, as necessary, for their own personnel to ensure that personnel are trained on the common suite of Microsoft Office tools (e.g., Word, Excel, and PowerPoint) and other applicable programs.

The contractor shall also ensure that all of its employees have been properly trained and are qualified to perform assigned tasks under this PWS. The Government will provide or coordinate training on any new Government-provided equipment or Government-directed training (e.g., Cybersecurity). If such training requires travel on the part of contractor employees, local travel costs (i.e., Metro) shall be borne by the contractor.

3.7. Travel

Travel may be required during the performance of this contract. The contractor shall obtain advance written approval from the COR before commencement of travel. Reimbursement of expenses shall be in accordance with

FAR 31.205-46. G&A and Overhead costs are not authorized.

Local travel to and from the Pentagon and the surrounding National Capital Region in support of contract performance is considered the cost of doing business and will not be reimbursed as a direct charge to the contract.

3.8. Other Direct Costs

Other direct costs (ODC) may be required in the performance of this contact. The contractor shall obtain written approval from the COR prior to purchasing any material as other direct costs. The Government anticipates the purchase of PDI Shipping and Drayage; Digital Pictures; Politico Subscription; Closed Captioning; and Image

Downloads each year via ODC.

3.9. Location

The work associated with this contract may be performed Off-Site at contractor facilities or On-Site at OUSD(C) facilities in the Pentagon and Mark Center.

The Government anticipates the majority of the work related to this contract will be performed Off-Site, with On-site presence required for occasional in-person meetings/briefs, special events, and projects that cannot otherwise be accomplished Off-site. Space in Government facilities is extremely limited, and the contractor shall manage use of

Off-Site space and assigned On-Site space in a way that aligns with HCRM Director priorities and optimizes contract performance.

The Government may authorize contractor employees to telework when it is in the best interests of the Government.

In order for telework to be authorized, the contractor must have an established telework program subject to review by the Government. To the extent possible, the contractor’s telework program should align with Department of

Defense Instruction (DoDI) 1035.1, Telework Policy. Telework will be at no additional cost to the Government.

The contractor is responsible for providing internet access required for telework. Contractor employees shall provide services from their approved telework locations IAW DoDI 1035.1.

3.10. Hours of Operation

Normal workdays are Monday through Friday except U.S. Federal Holidays. Normal work hours at the OUSD(C) are 0830-1700 with a 30-minute unpaid lunch break. Contract employees working in Government facilities shall start not earlier than 0700 and not later than 0900. During designated Government non-work days or other periods where Government offices are closed due to weather, local or national emergencies, administrative closings, security conditions, or similar Government directed facility closings, the contractor shall be responsible for determining whether and where its employees will work.

4. SPECIFIC TASKS (Estimated Total FTEs: 13)

4.1. Task 1: Program Integration (Estimated FTEs: 4)

The contractor shall provide the Director with the ability to rapidly respond to changes in priorities in an agile, flexible manner. The Director requires integration and execution of all contract tasks in order to achieve HCRM

Objectives. The contractor shall provide multidisciplinary expertise of program and project management with a focus on workforce management and data driven solutions.

4.1.1. Program Management

The contractor shall provide program management to integrate, coordinate, and manage activities needed to deliver the services required by this contract. The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this effort. The contractor shall identify a

Program Manager (PM) IAW paragraph 3.3 to make work assignments, manage the efforts of contractor personnel, file://///usr.osd.mil/ORG/whs/ad/Acquisition%20Directorate/EOSD/SSB/Working%20Contract%20Files/FY22/OUSDC%20HCRM/A23%20Request%20for%20Quote/A23%20HCRM%20PWS%2020211107_CO%20review.docx%23Task1 and to act as the single point of contact between contractor personnel assigned to support this effort and the

Government.

4.1.1.1. Through the PM, the contractor shall provide cross-cutting task deliverables and manage timeliness, completeness, and quality of services. The PM shall provide effective supervision and management of all contractor personnel, including subcontractors; quality control of products; timely identification of issues; and effective corrective action plans.

4.1.1.2. The contractor shall deliver a Monthly Status Report (MSR). (Deliverable 1.1) The purpose of the MSR is to assist the Government with contract surveillance and to provide support for the monthly invoice. As approved by the Government, the MSR shall include, but is not limited to, a summary of accomplishments and work in progress for the reporting period; a listing of contractor employees, work assignments, and level of effort to support accomplishments and work in progress during the reporting period; and identification of any issues or challenges with completed or proposed courses of action.

The MSR shall include a Contractor Control List (CCL). The purpose of the CCL is to assist the Government in controlling access to the Government’s environment and to ensure timely removal/disablement of contractor physical or logical access. The CCL shall provide a listing of all contractor employees who are currently supporting or who have supported OUSD(C) and their status as compared to the previous CCL.

4.1.1.3. The contractor shall deliver, maintain, and follow a Contract Management Standard Operating Procedure

(CMSOP) (Deliverable 1.2). The CMSOP shall document the internal business processes used by the contractor and

Government to manage and administer the contract. The CMSOP shall include the following processes:

1. Onboarding, to include all actions starting with Key Personnel resume approval and/or submission of

Visitor Access Request and Non-Disclosure Agreement (NDA) and ending with contractor employee in place and fully provisioned with required workspace, physical access, and logical access. The onboarding process shall include submission of DD 2875, System Authorization Access Request, completion of required Cyber Awareness training, and notification/coordination with appropriate Government personnel such as COR, OUSD(C) security, and FR.

2. Off-boarding. The contractor’s off-boarding process shall ensure timely out-processing with Government security to discontinue physical and logical access for employees who no longer require access. This process shall include notification and/or coordination with the COR, submission of deactivation DD2875, and turn-in of contractor’s Common Access Card (CAC) and any GFE to appropriate Government personnel.

3. GFE issuance, turn-in, accountability, and other related processes (e.g. laptop image updates)

4. Invoice submission and acceptance.

5. Procedures associated with paragraph 3.8 Other Direct Costs, to include the purchasing approval process.

6. Access to additional systems, such as the Secret Internet Protocol Router network.

7. Work locations and notification procedures during Government closures or inclement weather.

8. Other business processes as identified by the Government.

The intent of the Government is to have well-defined, commonly understood, repeatable contract management business processes.

4.1.1.4. The contractor shall schedule and conduct a Post-Award Orientation (PAO) (Deliverable 1.3) within seven calendar days of the start of performance. The purpose of the PAO is to ensure a shared understanding of the contractor’s approach to the requirement and to open the lines of communication between the Government and contractor. The PAO shall include an overview of the contractor’s technical approach, a milestone schedule showing base period activities and deliverables, and an organization chart showing proposed personnel. The contractor shall provide draft PAO slides three calendar days prior to the event. The contractor shall provide minutes of the PAO with a list of attendees for Government approval within two business days after the event.

4.1.1.5. The contractor shall attend meetings, as needed, to discuss contract performance and staffing with the

Contracting Officer, COR, Director, and/or other Government officials. As required by the Government the contractor shall provide In-Progress Reviews (IPR). (Deliverable 1.4)

4.1.1.6. The contractor shall develop and execute a Transition-Out Plan (Deliverable 1.5) to facilitate the accomplishment of a seamless transition from the incumbent to incoming contractor and/or Government personnel at the end of the contract. The contractor shall convene weekly or as required Transition Out meetings to report transition status. The Transition-Out Plan shall include the following:

Points of contact for Government, and incoming and outgoing contractors

Transition schedule and milestones

Status of Work In Progress

Location of technical, program and project management documentation

Disposition of GFE

4.1.2. Project Management and Support

The contractor, through the PM, shall support the Director with a variety of projects to promote and accomplish

HCRM Objectives.

The contractor shall deliver and maintain a Master Program Management Plan (MPMP) IAW PWS Section 6, Deliverables that provides an integrated view of all HCRM work priorities and projects and describes the contractor’s technical approach (Deliverable 1.6). The MPMP shall include an organization chart showing the contractor’s support organization including Key Personnel positions. The MPMP shall identify proposed subcontractor companies and describe their role. The MPMP shall include a staffing plan showing by Task by

Subtask the labor category and name of each employee, their status as Key/non-Key, their primary work location

(On-site or Off-site), their hours planned for each Subtask, and their total hours planned for that year. The intent is to show the contractor’s planned resource profile on an annual basis.

The contractor shall deliver a Change Plan (CP) at the direction of the COR in response to an anticipated within-scope change in the Government’s requirement. (Deliverable 1.7) The CP shall describe the contractor’s approach to the Government’s anticipated change in requirement. The specific format and content of the CP shall be as defined by the COR, but the Government anticipates the CP will be similar to the MPMP. The intent of the

Government is to implement a planning process to accommodate change.

4.1.2.1. The contractor shall provide project management and support for data analytics as well as each of the PWS tasks for communication, workforce strategic planning, and workforce management operations. For each project, the contractor shall deliver a project management plan (Deliverable 1.8) to initiate, plan, execute, monitor/control, and close the project.

4.1.2.2. Event Management and Support. The contractor shall identify, coordinate, facilitate, and support events in support of HCRM Objectives. Events include, but are not limited to, meetings (on-site or off-site), conferences, outreach recruitment and retention initiatives in the public and private sectors (e.g., job fairs), professional education

(e.g., NPS), professional development (e.g., FM STARS), recognition programs (e.g., OUSD(C) FM Awards

Program), and other similar events (e.g., ASMC National and Regional PDI). The contractor shall support these events in traditional and/or digital environments. (Deliverable 1.9) The contractor shall provide logistics support for event management using Other Direct Costs with pre-approval from the COR.

Example: FM Annual Awards Program - The contractor shall support the USD(C) FM Awards Program by managing the electronic nominations process, developing award narrative templates and forms, creating written instructions for using the electronic process, providing data management for submitted awards nominations, communicating with Component users, providing process training to users, managing the Awards Review Board process, arranging presentation of awards to selectees in either a traditional or digital environment, and archiving records.

4.1.3. Data Analytics/Metrics

The contractor shall use technology-driven processes to analyze raw technical data and integrate, compile, and display meaningful results through multi-media presentations that support mission initiatives and provide for informed business decisions. The contractor shall use Advana, which is OUSD(C)’s big data platform, and other industry state-of-the-art tools to provide data analytics and metrics support.

4.1.3.1. The contractor shall identify, define, and group critical data resources for organizational analytic and integration needs. (Deliverable 1.10) Typical tasks include, but are not limited to:

Supporting the identification and on-going collection of necessary federal workforce management data sources as well as relevant commercial sources;

Researching and analyzing FM workforce statistics such as, but not limited to, composition, status, credentials, and projections of workforce trends and risks on the Department's ability to meet mission requirements;

Identifying data quality issues along with potential causes and recommended remediation actions;

Providing recommendations for updates to data standards, policies, and processes;

Utilizing the data environment to explore datasets to generate performance metrics and other actionable insights; and, Assisting with data visualization skills and techniques.

4.1.3.2. The contractor shall develop, maintain, and continuously improve standard reports and data visualizations.

Typical data-driven tasks include providing general and ad-hoc support for briefings and presentations and designing, developing, and providing ad-hoc reports for internal OUSD(C) use as well as for external presentation to the DoD, Federal Government, or Congress. Presentation delivery will be dependent on the Communications Plan and shall take the form of briefings, scripts, graphic displays, electronic media, and like services. (Deliverable 1.11)

4.1.4. Technical Drafting, Editing, and Document Review

The contractor shall provide subject matter expertise for drafting, editing, and document review support for a variety of formal and informal documents including, but not limited to, strategies, policies, reports, standard operating procedures, guides, and white papers. The contractor will review for clarity, structure, grammar, technical content, and formatting. Document support will be completed in a timely fashion to meet internal and external deadlines.

(Deliverable 1.12)

4.1.5. Strategic Planning

The contractor shall assist the Government with strategic planning in support of HCRM Objectives. The contractor shall facilitate meetings, draft strategic plans, and perform similar activities as required by the Government.

(Deliverable 1.13)

4.1.6. Transition-In

The contractor shall perform transition-in to this contract. The contractor shall deliver and execute a Transition-In

Plan (Deliverable 1.14) to ensure a smooth transition from the outgoing contractor to the incoming contractor and to minimize risk to Government operations. The Transition-In period shall be the first 30 days of contract performance. The Transition-In Plan shall result in 100% onboarding of all incoming contractor personnel and transition to full operation by the end of the Transition-In period. The Transition-In Plan shall:

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

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

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

Ensure minimum disruption to vital Government business. The contractor shall ensure that there shall be no service degradation during or after transition.

4.2. Task 2: Communications (Estimated FTEs: 3)

The Director requires a capability to ensure the development and dissemination of information throughout DoD and the federal Government to communicate with stakeholders at all levels. The contractor shall provide multidisciplinary expertise for both strategic and operational communications and integrate this capability with other

PWS tasks for the effective and efficient achievement of HCRM Objectives. Communications shall be with both internal and external stakeholders to include, but not limited to, Office of the Comptroller, Components, FM

Workforce community members, federal partners, and private industry. The contractor shall conduct research and assist the Government in making and maintaining contact with appropriate entities to ensure timely, relevant, and accurate communications. The contractor shall be well versed in contemporary communications strategies and techniques, as well as graphic design.

4.2.1. Strategic Communications Plan.

The contractor shall support the Government in delivering, executing, and maintaining a Strategic Communications

Plan (CP). The CP shall identify communication objectives for OUSD(C) staff, FM community, federal partners and general public. The CP shall identify a variety of communication techniques and shall describe the purposeful application, target audience, and key messaging to meet each objective. The CP shall be focused on measurable outcomes in support of senior leader intent and shall be specific, measurable, achievable, realistic, and timely. The contractor shall proactively identify, advise, and provide the Government with recommended CP updates in response to changes to existing activities or emergent requirements. (Deliverable 2.1).

4.2.2. Communication Action Plans.

The contractor shall lead development of Communication Action Plans (CAP) as required for specific communication objectives. This may include, but is not limited to, key events, significant announcements, or initiatives. The CAP will identify communication objectives, key messaging, stakeholders, responsibilities, actions, and timelines. (Deliverable 2.2)

4.2.3. Written and Printed Communications.

The contractor shall develop, coordinate, deliver, and maintain communication products such as, but not limited to, briefing decks, talking points, remarks, newsletters, emails, brochures, slick sheets, pamphlets, posters, and tri-folds.

Focus should be placed on format, content, and graphic design. (Deliverable 2.3)

4.2.4. Digital Communication Platforms.

The contractor shall design, develop, administer, and maintain relevant and timely content and graphic design for digital communications to achieve HCRM Objectives. Support is required for, but not limited to, the OUSD(C) internal and public facing websites, FM Online, collaborative platforms such as MS SharePoint and Teams, and social media platforms to include, but not limited to, Twitter and LinkedIn. (Deliverable 2.4)

4.3. Task 3: Workforce Strategic Management (Estimated FTEs: 2)

As the OSD FM Functional Community Manager, the Director requires a capability to provide guidance and oversight for the recruitment, retention, training, and professional development of the DoD financial management workforce. The contractor shall provide expertise with federal financial management workforce design, policy, procedure, and governance. The contractor shall integrate this capability with other PWS tasks for the effective and efficient achievement of HCRM Objectives.

4.3.1. Workforce Design.

The contractor shall support the Director with optimization of FM workforce performance levels and competency for the DoD. (Deliverable 3.1) The contractor shall leverage technology to identify, develop, implement, and monitor data-informed decisions.

The contractor shall be knowledgeable about industry trends and best practices for the FM workforce within private sector and Government.

The contractor shall support engagement activities with the OSD/P&R, OPM, GAO, and other federal agencies.

The contractor shall conduct research and deliver white papers on topics of importance to the Director.

The contractor shall provide knowledge management to include reports, meeting minutes, and other like documentation as required.

4.3.2. Policy, Procedure, and Governance.

Informed by deliberate workforce design, the contractor shall support the Director in developing strategies, policies, and procedures necessary for governance of the DoD FM workforce and the DoD FM Certification Program.

4.3.2.1. The contractor shall support the Director with workforce competency management, gap analysis, FM position identification and coding, and other topics related to the governance of the DoD FM workforce and DoD

FM Certification Program through ongoing data analysis, research, stakeholder outreach, and related initiatives, actions, and taskers. (Deliverable 3.2)

4.3.2.2. The contractor shall support the Director by drafting and maintaining related policy, procedure, and governance documents. (Deliverable 3.3)

4.4. Task 4: DFMCP Operations (Estimated FTEs: 4)

The Director requires a capability to operationalize policy and procedure for the Department’s financial management workforce. The contractor shall provide DoD FM Certification Program (DFMCP) expertise in support of this requirement. The contractor shall integrate this capability with other PWS tasks in support of HCRM

Objectives.

4.4.1. DFMCP Program Management.

The contractor shall support the Director with administering the DFMCP program IAW DoDI 1300.26, Operation of the DoD Financial Management Certification Program.

The contractor shall assist with regular program assessments and offer recommendations for modifications to ensure an innovative, adaptable and responsive program. The contractor shall deliver, maintain, and comply with a

DFMCP Operations Standard Operations Procedure (SOP) that defines and describes the contractor’s support procedures for the DFMCP Operations task. (Deliverable 4.1)

The contractor shall support the Director in developing, maintaining, and executing a sound business process for conducting random audits of certifications approved by Preferred Component Certification Authorities as well as certification maintenance packages for Continuing Education and Training (CET) requirements. The contractor shall review each competency requirement to ensure compliance with policy. (Deliverable 4.2)

All financial management courses developed by the OUSD(C) and DoD Components must be accredited for continuing professional education (CPE) by the National Association of State Boards of Accountancy (NASBA).

The contractor shall provide expertise with NASBA CPE accreditation standards and shall assist the Government as required with NASBA accreditation. The contractor shall provide at least one Certified Public Accountant (CPA) with an active CPA license issued by a state licensing authority to provide this assistance.

The contractor shall pay all National State Boards of Accountancy registration fees to support the DoD FM

Certification Program via Other Direct Costs. The contractor shall obtain advance written approval from the COR prior to incurring costs for NASBA registration fees. (Deliverable 4.3)

4.4.2. DFMCP Customer Support

4.4.2.1. The contractor shall provide a DFMCP Help Desk to assist FM workforce members with DFMCP policy, program, and technical questions. The contractor shall coordinate as required with associated technical Help Desks to de-conflict user support requirements and ensure efficient and effective user support. The contractor shall manage electronic mailboxes and respond to inquiries sent to established mailboxes within 8 business hours. At times customer service may include phone calls. The contractor shall contact customers by phone or respond to voicemails within 8 business hours. The contractor shall provide help desk metrics. The contractor shall manage and update a SharePoint information repository in support of the DFMCP Program. (Deliverable 4.4)

4.4.2.2. The contractor shall deliver a DFMCP training program. The contractor shall develop and maintain training aids, conduct training workshops, perform one-on-one training, and carry out related activities to inform, train, and educate DFMCP stakeholders. (Deliverable 4.5)

4.4.2.3. Component Administrator Support. The contractor shall serve as the Component Administrator (CA) for the Office of the Secretary of Defense (OSD) FM Domain(s). The contractor shall perform the duties of the

Component Administrator as described in DoDI 1300.26 and the SOP. The contractor shall assist the OUSD(C)

Component Certification Authority (CCA) with ensuring that Components requiring OUSD(C) CCA approval fall under an over-arching Comptroller Domain within the Comptroller Hierarchy. The contractor shall support the OSD

Functional Community Manager CCA by providing reports, metrics, and customer support for all Components needing OUSD(C) Component Certification Authority (CCA) approval. (Deliverable 4.6)

4.4.3. DFMCP Certification Online Tools Support.

The contractor shall administer and support the DFMCP Certification online tools used to support the management and administration of the DoD FM Certification Program in accordance with DoDI 1300.26 and the SOP. The contractor shall provide expert advice and support for the DFMCP roles defined in DoDI 1300.26. The contractor shall provide functional research and analysis to support program requirements and modifications. The contractor shall possess an expert understanding of the critical military and civilian DoD systems that interface with the

DFMCP online tools and shall support data migration requirements.

4.4.3.1. Change Management. The contractor shall provide support for Certification change management. The contractor shall draft, assess, and revise System Change Requests (SCR). The contractor shall monitor Help Desk requests in order to distinguish between system change deficiencies and other problems, such as inadequately trained personnel; identify trends of current or future system issues; and collect accurate data to support SCRs.

(Deliverable 4.7)

4.4.3.2. Guard and Reserve Components. The contractor shall develop and maintain processes to manage Guard and Reserve Components participation in the DFCMP, specifically dual persona personnel who serve as both military members and as DoD civil servants. (Deliverable 4.8)

4.4.3.3. Data Files Support. The contractor shall support the collection, analysis, manipulation, and uploading of automated DCPAS data feeds and manual files from intelligence and military personnel systems. (Deliverable 4.9)

4.4.3.4. LMS User Interface (UI) Maintenance. The contractor shall maintain/sustain the simplified UI external to the DoD FM LMS that allows a user to export his/her Learning History to the FM LMS. The UI walks the user through a process to find courses that the user has completed and then record the competency and proficiency level alignment toward the user's DoD FM Certification requirements. The UI is built on top of the current FM

Online/FM myLearn database. (Deliverable 4.10)

4.4.4. Course Management Support.

The contractor shall provide Course Management Support IAW the SOP. All financial management courses developed by the OUSD(C) and DoD Components must be accredited for continuing professional education (CPE) by the National Association of State Boards of Accountancy (NASBA). The contractor shall provide expertise with

NASBA CPE accreditation standards and shall assist the Government as required with NASBA accreditation. The contractor shall provide at least one CPA with an active license issued by a state licensing authority to provide this assistance.

4.4.4.1. eCatalog Management and Support. The contractor shall manage and maintain the eCatalog of aligned courses. The contractor shall ensure that courses in the eCatalog are aligned IAW DoDI 1300.26, information in the eCatalog is current and error-free, and the eCatalog is easy to use. The contractor shall advise and assist the

Director, Governing Body Secretary and members, component course managers, and other individuals and groups with the course submission and course-to-competency alignment process. The contractor shall align courses with competencies, provide course gap and overlap analysis, and provide recommendations for efficiency and effectiveness of courses available to the workforce. The contractor shall provide metrics on course submissions, approvals, denials, and usage; facilitate course approvals and course alignments in the Course Management System

(CMS); and perform CMS duties in the Super User role in support of the FM Certification Program. (Deliverable

4.11)

4.4.4.2. Academic Course Alignment Database. The contractor shall maintain and enhance a database of academic courses approved for use in achieving FM certification. The contractor shall ensure that courses in the Academic

Database are aligned IAW DoDI 1300.26, information in the Academic Database is current and error-free, and the

Academic Database is easy to use. (Deliverable 4.12)

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

4.5. Historical FTEs

Based on historical, the Government estimates performance of this PWS will require the following FTEs by task for

Tasks 1 through 4:

Task

Total

FTEs

Task 1 Program Integration 4.0

Task 2 Communication 3.0

Task 3 Workforce Strategic Management 2.0

Task 4 DFMCP Operations 4.0

Total 13.0

Table 1. Total FTEs by Task

One Full Time Equivalent (FTE) equals 1,880 hours per year.

Historically, approximately six of the FTEs in Table 1 have possessed at least ten years of general experience, approximately four of the FTEs have possessed at least five years of general experience, and approximately three of the FTEs have possessed at least two years of general experience.

The Government estimates that a similar labor mix will be necessary during the base period and each option period to complete all of the required PWS tasks.

4.6. Key Personnel

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

If one or more of the key personnel, for any reason, becomes or is expected to become unavailable for work under this task order for a continuous period exceeding 30 work days, or is expected to devote substantially less effort to the work than indicated in the proposal or initially anticipated, the contractor shall, subject to the concurrence of the

Contracting Officer (CO) and designated Contracting Officer Representative (COR), promptly replace personnel with personnel who possess equal, or better, qualifications as the original employee.

All requests for approval of Key Personnel substitutions hereunder must be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitutions. The request must contain a resume for the proposed substitute and any other information requested by the CO and designated COR. The CO and designated

COR must concur in writing with the change.

If the CO and designated COR determines that suitable and timely replacement of Key Personnel who have been reassigned, terminated or have otherwise become unavailable for the task order work is not reasonably forthcoming or that the resultant reduction of productive effort would be so substantial as to impair successful completion of the task order, the CO may terminate the task order for default or for the convenience of the Government, as appropriate, or make an equitable adjustment to the task order to compensate the Government for any resultant delay, loss, or damage.

The Key Personnel in this task order are as follows:

4.6.1. Task 1 – Program Integration Support

The contractor shall provide the following Key Personnel in support of Task 1:

One FTE with the title Program Manager

One FTE with the title Program Integrator

Program Manager required skills and relevant experience:

At least ten years of experience managing federal or DoD contracts of similar size and complexity

Bachelor’s degree

Shall not be key personnel for a different task

Program Manager preferred skills and relevant experience:

One or more of the following certifications: Project Management Professional, Certified Defense Financial

Manager, Certified Government Financial Manager, Project Management…