AFMS Strategy and Foresight Support PWS Draft.pdf

PERFORMANCE WORK STATEMENT

for

HAF/SG5

AFMS Strategy and Foresight Support

Date 05 June 2025

(Version Control Date: 22 Jun 22)

Table of Contents

Section Page Number

1. DESCRIPTION OF SERVICES

1.1. Background

1.2. Scope

2. GENERAL INFORMATION

2.1. Contractor Identification

2.2. Contractor Training

2.3. Contractor/Government Communication

2.4. Monthly Status/Financial Report

2.5. Place of Performance

2.6. Travel Requirements

2.7. Mission/Emergency Essential

2.8. Duty Hours

2.9. Telecommuting

2.10. Federal Holidays

2.11. Facility Closures

2.12. Conduct of Contractor Personnel

2.13. Controlled Unclassified Information (CUI)

2.14. Personnel Staffing:

3. CONTRACT REQUIREMENTS

3.1. Support Services

3.2. Minimum Qualifications: .............................................. Error! Bookmark not defined.0

3.3. Security Requirements (For Unclassified Contracts)

3.4. Service Contract Reporting (SCR)

3.5. Quality Control Plan (QCP):

3.6. Post-Award and Initial Contract Performance Meeting

4. PERFORMANCE OBJECTIVES

4.1. Services Summary (SS)

5. GOVERNMENT FURNISHED PROPERTY (GFP)

6. DELIVERABLES

ACRONYMS

PERFORMANCE WORK STATEMENT (PWS)

Strategy and Foresight Support

1. DESCRIPTION OF SERVICES

1.1. Background.

The Air Force Surgeon General's (AF/SG) Office, Strategy & Capabilities Division (SG5) seeks to procure services dedicated to developing the core enterprise strategy while launching, implementing, institutionalizing, monitoring, and adjusting strategic management functions across the Air Force Medical Service (AFMS). The contract services are expected to guide the AFMS strategy towards optimal organizational posture in the pursuit of the Department of the Air Force (DAF) readiness and integrated operational healthcare requirements in a complex, contested environment by leveraging strategic foresight systematic analysis of driving forces and trends of change and finding solutions and responses that are likely to best suit the (evolving) mission and/or organization. The Contractor will assist with assessing analyzing, tracking, and guiding the AFMS’ strategic efforts. The Contractor will ensure synchronization between strategy and relevant performance tracking mechanisms via an organizational score care, performance metrics dashboard, or other appropriate tool to monitor progress towards the desired strategic outcome.

The AFMS currently depicts its strategic plan in the form of a Strategy Map. This document includes the Vision, Mission, Imperatives, Goals, and Objectives developed by the Senior Leaders of the AFMS in a columnar fashion. It also typically references key source quotations from publications, to include but not limited to the National Security Strategy (NSS), National Defense Strategy (NDS), and/or the Air Force’s Business Operations Plan. Additionally, the AFMS will produce a narrative strategic document. This document will contain the why, how, and intent behind the Strategy Map and should be modeled after the NSS or NDS. Throughout this PWS, the strategy document of the AFMS is referred to as the Strategy Map and the AFMS Strategy.

1.2. Scope.

This is a performance based non-personal services requirement located within the office of the Air Force Medical Service (AFMS), Air Force Surgeon General (AF/SG), Policy and Resources (SGMED), Strategy and Capabilities Division (SG5), Falls Church, Virginia. The requirement includes all aspects of strategy management as follows but not limited to strategic foresight, strategic planning, strategy development (recommend strategic objectives, define vision, define targets for mission relevant organizational alignment), strategy execution, integration, communication, quarterly performance analysis and monitoring, semi-annual foresight alignment assessment, and recommendations for adjustments. Additionally, the requirement encompasses project and business management, program analysis, consultant services, facilitation, subject matter and managerial expertise in support all aspects of strategy management.

2. GENERAL INFORMATION

2.1. Contractor Identification.

All Contractor/Subcontractor personnel shall identify themselves as Government Contractor personnel during all forms of communications such as business meetings, telephone conversations, electronic mail, attendance sheets, coordination documentations, reports, and the signature blocks utilized in all correspondence. If a contract requires Government workspace, the Contractor/Subcontractor personnel shall wear a picture identification badge and identify their workspace area with their name and company affiliation.

2.2. Contractor Training.

The following courses (or the equivalent) are available through computer-based modules and are required as noted.

Training Forum Frequency Health Insurance Portability & Accountability Ace (HIPAA) & Privacy Act Training

Web-based Annual

Department of Defense(DoD) Cyber Awareness Training Web-based Annual Environmental Management Systems (EMS) General Awareness Training

Web-based One-Time

Security Administration Web-based One-Time Operations Security (OPSEC) Awareness Training Web-based One-Time

2.3. Contractor/Government Communication.

2.3.1. The Contractor shall designate a Focal Point to be the single point of contact for all Contractor and Government correspondence. The Focal Point shall provide clear and consistent written and verbal response to Government within twenty-four (24) hours of Government initiated communication (e.g., return phone calls, emails, or other communication).

2.3.2. The Contractor’s Focal Point shall meet with the Government team at least quarterly.

Additional meetings may be requested by the Government or the Contractor as necessary. The Contracting Officer (CO), Contractor Focal Point, Contracting Officer Representative (COR)s and/or other designated representatives will provide monthly performance feedback to the Contractor. The Contractor shall provide an agenda and minutes In Accordance With (IAW) Contract Data Requirements List (CDRL) A001 and A002 and corresponding Data Item Description (DID).

2.4. Monthly Status/Financial Report.

The Contractor shall prepare and submit a monthly status/financial report identifying all tasks performed, status, issues, and anticipated actions consistent with the PWS. The Contractor shall provide the Monthly Status/Financial Report IAW CDRL A003 and corresponding DID.

2.5. Place of Performance.

The work to be performed under this contract will be performed at 7700 Arlington Blvd, Falls Church, VA 22042-5153.

2.6. Travel Requirements. Travel may be required during the performance period of this contract at the request of the Government and within the Continental United States (CONUS).

Travel shall be required on occasion to conduct research observations, meetings, symposium, conferences, staff visits, locally, nationally, and other associated locations assigned to collect data, information and to validate studies and institutional memory for the AFMS.

2.6.1. Submit a written request to proceed with travel to the COR no later than (NLT) fourteen

(14) calendar days or as soon as identified. Contractor shall not travel until authorization from COR is received. The Contractor shall be responsible for obtaining all passenger transportation, lodging, and subsistence. Contractors may on occasion travel for site visits, meetings, conferences, and training. The Contractor shall submit a travel request and itinerary via email.

2.6.2. Prior to travel the Contractor shall coordinate with and receive authorization from the COR for all travel. The Contractor shall be responsible for obtaining all passenger transportation, lodging, and subsistence at the best value for the Government. Reimbursement of travel costs shall be IAW Federal Acquisition Regulations (FAR) 31.205-46, Travel Costs.

2.6.3. The Contractor shall submit a travel report to the COR ten (10) business days after each trip completion. Travel report format shall include a minimum of the following: dates of travel, destination, purpose, individuals contacted, brief synopsis, issues and challenges, recommendations, and the traveler’s signature. Reimbursement of travel costs shall be IAW FAR 31.205-46, Travel Costs.

2.6.4. Travel Reports shall be submitted to the COR five (5) calendar days after trip completion.

Travel Report format shall include at a minimum the following: dates of travel, destination, purpose, individuals contacted, brief synopsis, issues & challenges, recommendations, and a signature. The Contractor shall provide the Travel Report IAW CDRL A004 and corresponding

DID.

2.7. Mission/Emergency Essential.

None of the services listed in this PWS are mission/emergency essential.

2.8. Duty Hours.

Normal duty hours are 7:30 am to 4:30 pm, Monday through Friday (excluding Federal Holidays) and Family/Down Days when published.

2.9. Telecommuting.

2.9.1. Telecommuting is authorized on an ad-hoc or situational basis for this contract. Routine (three or less days per week) and/or full-time (five days per week) telecommuting may be authorized upon the written approval of the COR. The COR shall have final approval of telecommuting schedules. In the event telecommuting is authorized, a laptop with a Virtual Private Network (VPN)account and Common Access Card (CAC) accessibility shall also be provided and supported by the Government in locations referenced in Section 2.5. In the event of unplanned closure of the facility due to natural disasters, military emergency or severe weather, the contractor may propose an alternate work location subject to the prior coordination of the contractor’s focal point and COR. Contractors shall complete the telework training course, and a signed agreement shall be in place and provided to the COR/ Program Manager (PM) prior to telecommute. The contract personnel telecommuting will ensure continuity and timeliness in completing tasks.

2.9.2. While telecommuting, contractor personnel must respond to any inquiries from the COR or designated Government official within two (2) hours. In the event the contractor personnel are unable to log onto their laptop due to VPN or CAC issues, the contractor employee shall either take leave following company policies, or report to an alternate location where meaningful work can be accomplished. The contractor may not charge the Government for work not performed or travel time a contractor employee may require locating a suitable alternative location. Teleworking arrangements may be revoked by the Contracting Officer through written correspondence; contract personnel will be required to return to work on the next business day.

2.10. Federal Holidays.

Federal offices are closed on federal holidays as established by Federal law (5 U.S.C. 6103) and any other holidays declared by executive order. Holidays are documented by year on the Office of Personnel Management (OPM) website for Federal employees located at:

https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/#url=Overview.

2.11. Facility Closures.

The Government will notify the Contractor of anticipated closure of the facility, (i.e., training, holidays, administrative leave granted to the entire staff, or other closure including down days) five (5) business days in advance or as soon as possible. A down day is a day that the United States Air Force (USAF) leadership designates as a minimal manning/liberal leave day. The employee may take leave following their company’s policies or work from an alternate location.

In the event of unplanned closure of the facility due to natural disasters, military emergency or severe weather, the Government will notify the Contractor in the same manner as the Government notifies Washington D.C. area civilian personnel.

2.12. Conduct of Contractor Personnel.

2.12.1. Reference FAR 3.1002(a) The CO or designated Government representative may require Contractor personnel working under this contract be removed from the job site. Removal from the job site or dismissal from the premises shall not relieve the Contractor of the contract requirements.

2.12.2. Contractor personnel shall observe Government facility parking, safety, and traffic regulations that apply to all facility employees.

2.12.3. Alcoholic beverages on the job are prohibited.

2.12.4. There shall be no loud, profane, or abusive language used on the job.

2.12.5. Contractor personnel shall present a neat well-groomed appearance. Neat, clean, business casual or business attire clothing shall be worn.

2.13. Controlled Unclassified Information (CUI).

2.13.1. CUI is Government created or owned UNCLASSIFIED information that must be safeguarded from unauthorized disclosure.

2.13.2. Information requiring specific security measures indexed under one system across the Federal Government DoD Instruction (DoDI) 5200.48, “Controlled Unclassified Information,” established DoD CUI policy on March 6, 2020.

2.13.3. All information produced because of contract performance shall be reviewed prior to dissemination to determine if CUI is identified, and if so refer to DoDI 5200.48 for additional instructions regarding designation, handling, and decontrolling of CUI (including CUI identification, sharing, marking, safeguarding, storage, dissemination, destruction, and records management).

2.14. Personnel Staffing:

2.14.1. The Contractor shall accomplish, at a minimum, the following personnel staffing performance management outcomes:

2.14.1.1. Ensure positions are filled 100% and are present for duty within 15 calendar days after the start of the period of performance (PoP) in the contract.

2.14.1.2. Ensure continuation of services during personnel absences due to sickness, leave, and voluntary or involuntary termination from employment such that impact to the Government is minimal and position vacancies do not exceed ten (10) calendar days. The Contractors shall maintain an overall filled rate of 95%.

2.14.1.3. The substitute/replacement personnel for CONUS location shall begin work no later than 10 calendar days after notification or immediately after departure of the incumbent personnel, whichever is earlier.

2.14.1.4. The Contractors shall promptly notify the contracting officer and COR within five (5) calendar days of a projected vacancy exceeding ten (10) calendar days.

2.14.1.5. Provide a stable workforce with less than 30% turnover across all contracted positions. A turnover is recorded when a worker leaves a position for any reason and the Government still has a requirement for that position.

2.14.1.6. The Government will not pay for services not rendered if a vacancy exceeds ten (10) business days.

3. CONTRACT REQUIREMENTS

3.1. Support Services.

3.1.1. Healthcare Operational Strategist Performance Requirements. Assist the Government staff in all aspects of strategy management: strategic foresight, strategic planning, strategy development (recommend strategic objectives, define vision, define targets for mission relevant organizational alignment), strategy execution, integration, communication, quarterly performance analysis and monitoring, semi-annual foresight alignment assessment, and recommendations for adjustments.

3.1.1.1. Contractors will be familiar with the most recent strategic planning models and able to guide the Government in clarifying common elements of a strategic plan, such as mission, vision, values, goals, objectives, and initiatives.

3.1.1.2. Assist the Government in defining thresholds and targets for measures (also known as metrics). This position will provide an overall approach to strategic planning as analyzed and recommended by the strategy foresight services under this contract.

3.1.1.3. Provides guidance for building operational plans and supports a consolidated strategic planning process.

3.1.2. Project and Business Management Strategist Performance Requirements. Assist the Government staff in all aspects of strategy management: strategic planning, execution, integration, communication, and foresight.

3.1.2.1. The Contractor shall employ project management organizational skills in accordance with Project Management Institute’s (PMI) best practices to assist in the timely implementation and tracking of strategic activities and critical tasks.

3.1.2.2. Conduct research and analysis to define problems, issues, or trends affecting the AFMS enterprise and develop recommended solutions.

3.1.2.3. Evaluate business policies, practices, and structures and assist with the development of appropriate guidance to improve organizational program performance.

3.1.2.4. Conduct foresight studies to include environmental scans, develop future scenarios, and use forecasting process frameworks.

3.1.3. Management Program Analyst Performance Requirements. The Contractor shall support the Government staff in all aspects of conducting strategy management: strategic planning, execution, integration, communication, and foresight.

3.1.3.1. Conduct data collection, project management, analysis, and evaluation of strategic planning requirements; coordinate, facilitate and document key meetings and strategy assessments; compile information for reports, presentations, and meetings; prepare written materials in support of strategic communications; be responsible for all event planning aspects of strategy management.

3.1.4. Facilitator/Consultant Support Services. SG5 may require an additional Contractor with specific advanced skills in consultation, meeting design, and facilitation. This may take the form of meeting design, facilitation, instruction, research, futures/foresight, and/or investigation.

This may result in a Strategic Planning event accommodating attendees across the AFMS.

Estimated duration of the facilitated event is three (3) to five (5) calendar days. The location of the event will be determined by SG5. The consultation may be a standalone event or could lead to a formal strategic planning event.

3.1.4.1. Facilitation/Consultation Support: The Contractor shall utilize their knowledge, skills, and abilities as defined above to support SG5 in consultation on Strategy and/or the creation, design, and facilitation of successful planning events. Specifically, the Contractor shall:

3.1.4.1.1. Prepare event literature according to pre-event interview results from applicable stakeholders, organizational processes, and the applicable subject area.

3.1.4.1.2. Develop the foundation for work outlined in the respective tasks, and future planning Courses of Action (COAs). The framework shall include the following components:

3.1.4.1.2.1. Data gathering methods and analysis that may identify themes that will inform attendees – including shaping discussions by reviewing and providing insights into the most recent environmental scans.

3.1.4.1.2.2. Establishment of rules of engagement before all events and activities to achieve a desired outcome.

3.1.4.1.2.3. Design content to stimulate and sustain participant motivation and engagement.

3.1.4.1.2.4. Include significant internal or external forces that may have direct impact on organizational strategic direction.

3.1.4.1.2.5. Provide feedback to the Government on topic areas and ideas brought forward by Government personnel.

3.1.4.2. Subject Matter Expertise (SME): Provide research, investigation, strategic planning, and management of events to include subject matter expertise on an as-needed basis per event.

3.1.4.2.1. Contractor personnel shall have experience in the area of meeting design and facilitation including working knowledge of current medical and healthcare matters.

3.1.4.2.2. The Contractor shall have the level of experience to accomplish the requirement(s) without Government supervision, oversight, or other means of intervention. National or international certification for facilitators preferred but not required. Specifically, the Contractor shall:

3.1.4.2.2.1. Provide evidence-based design and facilitation concepts using tools, processes, and procedures that are industry best practices.

3.1.4.2.2.2. Drive discussion on significant internal or external forces and factors impacting the organization. Provide analysis of reports and apply findings to AFMS-specific focus areas. The Contractor shall provide a Progress Report IAW CDRL A005 and associated DID.

3.1.4.2.2.3. Sample activities may include the following:

Mind mapping (shaping) Graphic design Graphic illustrations Graphic recording Data review Report drafting and editing Futures (Foresight) Thinking

3.1.4.2.2.4. Provide assessment of AFMS processes, operations, and strategies quarterly.

Sample activities may include the following:

3.1.4.2.2.4.1. Conduct current and future state analyses – assist the participants in evaluating and prioritizing current and future activities.

3.1.4.2.2.4.2. Identify gaps between current and future states by interviewing applicable stakeholders prior to the scheduled event.

3.1.4.2.2.4.3. Develop transition plans for Strategic Goals (updating the Strategic Map).

3.1.4.2.2.4.4. Provide in-depth analysis on findings.

3.1.4.3. Management Support: Provide SG5 with coordination and management for the events and related activities. The Contractor shall be responsible for following current guidance regarding coordination of events, and keep the Government informed of any issues they experience in a timely manner:

3.1.4.3.1.1. Prepare pre-meeting materials such as agendas, modules, schedules, and presentations to guide the event discussions.

3.1.4.3.1.2. Material can be in the form of white papers, brochures, executive summaries, diagrams, or any other format that will help engage the participants and convey the message.

Draft materials shall be due to the COR forty-five (45) business days before an event.

3.1.4.3.1.3. Develop and provide a detailed analysis of sessions forty-five (45) business days after the event. This may include assisting SG5 with the following:

Executive summaries Feedback surveys After-action reports Recommendations for the way ahead or lessons learned

3.2. Minimum Qualifications:

3.2.1. Healthcare Operational Strategist: Fifteen (15) years in an area of relevant management experience such as executive engagement and coaching, facilitation and strategy management, enterprise risk management, technology strategy or investment management, operations, portfolio/program management, organizational and financial strategy and operations, or other related strategy and performance management fields. Eight (8) of these years of experience should specifically address leadership experience involving one or more aspects of strategy management (planning, integration, execution, foresight, and communications.

3.2.1.1. A Master’s degree in healthcare related programs such as public health; healthcare administration; marketing, or business administration with emphasis in healthcare; organizational management with emphasis in healthcare; strategic management, continuous improvement;

strategic foresight, leadership, or closely related field with an emphasis in healthcare course work is required for 3.2.1, 3.2.2 and 3.2.3. To include the below:

3.2.1.2. Certifications or Licensures:

3.2.1.3. Certified Balanced Scorecard Master Professional and possess at least one of the following certifications or equivalent in a related discipline.”

a. FACHE – Fellow of the American College of Healthcare Executives

b. PMP – Certified Project Management Professional

c. LSS – Lean Six Sigma Process Improvement Certification

d. HCQM – Healthcare Quality and Management Certification

e. CPHQ – Certified Professional in Healthcare Quality

f. Professional Certificate in Foresight (University of

Houston)

g. OBM – Organizational Behavior Management Certificate

h. SPP – Strategic Planning Professional

3.2.2. Project and Business Management Strategist: Twelve (12) years working in Federal healthcare [e.g. DHA, Military Health System (MHS), U.S. Army Medical Command (MEDCOM), U.S. Navy Bureau of Medicine and Surgery (BUMED), AFMS, or Veterans Health Administration (VHA). The most recent three (3) of the twelve (12) years’ experience must be consecutive experience supporting strategic planning efforts.

3.2.2.1. A Master’s degree in healthcare related programs such as public health; healthcare administration; marketing, or business administration with emphasis in healthcare; organizational management with emphasis in healthcare; strategic management, continuous improvement;

strategic foresight, leadership, or closely related field with an emphasis in healthcare course work is required for 3.2.1, 3.2.2 and 3.2.3. To include the below:

3.2.2.2. Certifications or Licensures:

3.2.2.3. Certified Balanced Scorecard Master Professional and possess at least one of the following certifications or equivalent in a related discipline.”

i. FACHE – Fellow of the American College of Healthcare Executives

j. PMP – Certified Project Management Professional

k. LSS – Lean Six Sigma Process Improvement Certification

l. HCQM – Healthcare Quality and Management Certification

m. CPHQ – Certified Professional in Healthcare Quality

n. Professional Certificate in Foresight (University of

Houston)

o. OBM – Organizational Behavior Management Certificate

p. SPP – Strategic Planning Professional

3.2.3. Management Program Analyst: Ten (10) years working in the MHS [e.g. DHA, MEDCOM, BUMED, or AFMS]. The most recent three (3) of the 10 years’ experience must be consecutive experience supporting the planning and executing of at least six (6) meetings with more than 50 attendees.

3.2.3.1. A Master’s degree in healthcare related programs such as public health; healthcare administration; marketing, or business administration with emphasis in healthcare; organizational management with emphasis in healthcare; strategic management, continuous improvement;

strategic foresight, leadership, or closely related field with an emphasis in healthcare course work is required for 3.2.1, 3.2.2 and 3.2.3. To include the below:

3.2.3.2. Certifications or Licensures:

3.2.3.3. Certified Balanced Scorecard Master Professional and possess at least one of the following certifications or equivalent in a related discipline.”

FACHE – Fellow of the American College of Healthcare Executives PMP – Certified Project Management Professional LSS – Lean Six Sigma Process Improvement Certification HCQM – Healthcare Quality and Management Certification CPHQ – Certified Professional in Healthcare Quality Professional Certificate in Foresight (University of Houston) OBM – Organizational Behavior Management Certificate SPP – Strategic Planning Professional

3.2.4. Facilitator / Consultant Support: Master’s Degree with five (5) years of experience with the Department of Defense or other large Governmental Agencies in designing and facilitating Strategic Planning events. Five (5) years of experience with Foresight/Futures Work with specific experience in designing events that guide the participants through a deliberate process to define how to best organize, train, and equip the organization for 10 years or more in the future.

3.3. Security Requirements.

3.3.1. Personnel Clearance: The Contractor must possess an Active security clearance Tier 3 (T3) prior to performing work on a classified Government contract. The Contractor assumes costs and conducts investigations for a Secret facility security clearance. The Contractor shall request personnel security clearances, at the company’s expense, for employees requiring access to classified information within fifteen (15) business days after receiving a facility clearance or, if the Contractor is already cleared, within fifteen (15) business days after service award.

Contractor must have an active Facility Clearance at the time of proposal. Due to costs involved with security investigations, requests for personnel security clearances shall be kept to the minimum amount employees are required to perform contract requirements.

3.3.2. List of Contractor Personnel: The Contractor shall maintain a current listing of Contractor personnel. The list shall include Contractor personnel’s name, social security number, and level of security clearance. The list shall be validated and signed by the company Facility Security Officer (FSO) and provided to the CO and Information Security Program Manager (ISPM) at each performance site 5 calendar days prior to the service start date. Updated listings shall be provided when Contractor personnel’s status or information changes. A Visit Request for all Contractor personnel with security clearances is required to be sent through the Joint Personnel Adjudication System (JPAS) and must be updated at least annually. The Contractor shall notify the ISPM at each operating location 5 calendar days before on-base performance of the service. The notification shall include:

3.3.2.1. Name, address, and telephone number of the company key management representatives. The contract number and contracting agency.

3.3.2.2. The highest level of classified information to which employees require access.

3.3.2.3. The location(s) of service performance and future performance, if known.

3.3.2.4. The date service performance begins.

3.3.2.5. Any change to information previously provided under this paragraph.

3.3.3. Security Requirements for Contractor Personnel Requiring Access to Classified

Information. Contractor personnel shall require view access to and/or be involved in discussions concerning classified information. A contractor’s “Facility Clearance” is required in accordance with DoD 5220.22-M Incorporating Change 2_May 18, 2016, National Industrial Security Program Operating Manual. Contractor must have an active Facility Clearance at the time of proposal. The Government will neither pay for nor sponsor any Contractor's attempt to obtain a Facility Clearance. The Contractor’s Faciality Security Officer (FSO) is responsible for ensuring that all Contractor personnel assigned to this contract have the appropriate clearance as stated in this PWS. The Contractor shall be responsible for all costs associated with security clearances. The Contractor shall provide personnel with the required clearance at the time of award.

3.3.4. A DoD Contract Security Classification Specifications T3 is required. The Contractors shall attend meetings and briefings related to AFMS Strategy and Foresight Support that are classified Secret. The Contractors need to stay current and aware of events and information located in classified documents to preserve their ability to provide comprehensive support.

3.3.5. Contractor personnel requiring a T3 Clearance must be able to work in an environment applicable to classified and unclassified DoD information systems. These SG5 Contractor personnel shall have access to Communications Security (COMSEC) Information and Controlled Unclassified information (CUI). These SG5 Contractor personnel shall have access to receive and store classified documents only, and receive, store, or generate controlled unclassified information (CUI). The position categories on this contract include Limited Privileged and Non- Privileged, as defined in DoDM 5200.2 Procedures for The DoD Personnel Security Program (PSP). Investigative requirements for each category vary. Tier 1 = non-sensitive. Non-Sensitive positions are those which include mostly low risk, non-sensitive, and non-national security program responsibilities. Tier 3 = non-critical sensitive (Secret). National Security positions are those in which there is a need for a security clearance to access classified, national security information.

3.3.6. Visitor Group Security Agreement (VGSA): VGSA will be obtained when travel is needed/necessary during the year. This agreement shall outline how the Contractor integrates security requirements for service operations with the AF to ensure effective and economical operation on the installation. The agreement shall include:

3.3.6.1. Security support provided by the AF to the Contractor, shall include storage containers for classified information or material, use of base destruction facilities, classified reproduction facilities, use of base classified mail services, security badging, base visitor control, investigation of security incidents, base traffic regulations and the use of security forms and conducting inspections required by DoDM 5220.22 Volume 2, National Industrial Security Program:

Industrial Security Procedures For Government Activities, Air Force Policy Directive 16-14, Security Enterprise Governance, and Air Force Instruction 16-1406, Air Force Industrial Security Program.

3.3.6.2. Security support requiring joint AF and Contractor coordination includes packaging classified information, mailing and receiving classified materials, implementing emergency procedures for protection of classified information, security checks and internal security controls for protection of classified material and high-value pilferable property.

3.3.6.3. On base, the long-term VGSA may take the place of a Standard Practice Procedure.

3.3.7. Pass and Identification Items: The Contractor shall ensure the following pass and identification items required for service performance are obtained for personnel.

3.3.7.1. Installation Access Pass Defense Biometric Identification System (DBIDS), Visitor/Vehicle Pass (DoDM5200.08V3_AFMAN31-101V3 For Unofficial Use Only (FOUO)), used for contracts for less than six months to include one-day visits (i.e. warranty work).

3.3.7.2. Installation Access Card DBIDS (DoDM5200.08V3_AFMAN31-101V3 (FOUO)), used for contracts for six (6) months or more.

3.3.7.3. DoD Common Access Card (CAC), Air Force Instruction (AFI) 36-3026V2), used for contracts for more than six (6) months and requirement exists for access to the Government computer systems and software. CAC applications are accomplished by Trusted Agents via the Trusted Agent Sponsorship System.

3.3.8. Suitability Investigations: Contractor personnel not requiring access to classified information shall successfully complete, as a minimum, a Tier 3, before operating Government furnished workstations. The Contractor shall comply with the DoDM 5200.2, Air Force Instruction (AFI) 17-130, Cybersecurity Program Management. T3 investigations requests are initiated using the Standard Form (SF) 86 and are submitted to the installation Information Protection Office through the using agency’s Unit Security Manager.

3.3.9. Entry Procedures to Controlled/Restricted Areas: Contractor personnel requiring unescorted entry to areas designated as controlled or restricted areas by the applicable commander shall comply with access requirements and will possess, as a minimum, a favorable suitability determination. These requirements are contained in AFI 31-101, Integrated Defense (ID), for installation access and DoDMAN5200.02_AFMAN 16-1405, Air Force Personnel Security Program, for suitability determinations. The Contractor shall comply and implement local base procedures for entry to DAF controlled/restricted areas. For on-base cleared facilities over-sighted by the base Information Security Program Management (ISPM), Contractors shall comply with the National Industrial Security Program Operating Manual, previously referred to as the Industrial Security Manual, to implement controlled/restricted area requirements. The ISPM shall approve the establishment, construction, and modification of all Contractor designated controlled areas before they may be used to limit access.

3.3.10. Security Monitor Appointment: The Contractor shall appoint a security representative for the on base long term visitor group. The security representative may be a full-time position or an additional duty position. The security representative shall work with the host organization to provide employees with training required by DoDM 5200.01V1-3, DoD Information Security Program, AFPD 16-14, Security Enterprise Governance, and AFI 16-1404, Air Force Information Security Program. The Contractor shall provide initial and follow-on training to Contractor personnel who work in AF controlled/restricted areas. AF restricted and controlled areas are explained in AFI 31-101.

3.3.11. Additional Security Requirements: In accordance with DoDM 5200.01V1-3, and AFI 16-1404, the Contractor shall comply with AFSSI 7700, Emission Security Program; applicable AFKAGs, AFIs, and AFSSIs for Communication Security; and AFI 10-701, Operations Security (OPSEC) Instructions. The Contractor will comply with DoD Standard 22/Force Protection Condition Measures, DoD Standard 25/Level I-Antiterrorism (AT) Awareness Training, and associated tasking contained in DoDIO-2000.16V1_AFI 10-245-O, AT Program Implementation. Level I AT Awareness training is available for Contractor personnel and can be requested by calling the Installation AT Office.

3.3.12. Freedom of Information Act Program (FOIA): The contractor shall comply with DoDM 5400.07, DoD Freedom of Information Act (FOIA) Program, requirements. The regulation sets policy and procedures for the disclosure of records to the public and for marking, handling, transmitting, and safeguarding FOUO material. The Contractor shall comply with AFI 33-332, Air Force Privacy and Civil Liberties Program, when collecting and maintaining information protected by the Privacy Act of 1974 authorized by Title 10, United States Code, Section 8013. The Contractor shall remove or destroy official records only in accordance with AFI 33-322, Records Management and Information Governance Program.

3.3.13. Control of Unclassified Information (CUI) The contractor shall comply with procedures outlined in Section 2002.4 of Title 32 CFR as “information the government creates or possesses, or that an entity creates or possesses for or on behalf of the government, that a law, regulation, or government wide. Additionally, the contractor will ensure all specified agency training is completed and maintained in accordance with AFMRA policy. Policy requires or permits an agency to handle using safeguarding or dissemination controls.

3.3.14. Reporting Requirements. The Contractor shall comply with AFI 71-101, Volume - 1, Criminal Investigations, and Volume - 2, Protective Service Matters requirements. Contractor personnel shall report to an appropriate authority, any information, or circumstances of which they are aware may pose a threat to the security of DoD personnel, Contractor personnel, resources, and classified or unclassified defense information. Employees shall be briefed by their immediate supervisor upon initial on-base assignment and as required thereafter.

3.3.15. Physical Security. Areas controlled by Contractor employees shall comply with base Operations Plans/instructions for Force Protection Condition (FPCON) procedures, Random Antiterrorism Measures, and local search/identification requirements. The Contractor shall safeguard all Government property, including controlled forms, provided for Contractor use. At the close of each work period, Government training equipment, ground aerospace vehicles, facilities, support equipment, and other valuable materials shall be secured. During increased FPCONs, Contractors may have limited access to the installation and should expect entrance delays.

3.3.16. Key Control. The Contractor shall establish and implement key control procedures to ensure keys issued to the Contractor by the Government are properly safeguarded and not used by unauthorized personnel. The Contractor shall not duplicate keys issued by the Government.

Lost keys shall be reported immediately to the contracting officer. The Government replaces lost keys or performs re-keying. The total cost of lost keys, re-keying or lock replacement shall be deducted from the monthly payment due to the Contractor. The Contractor shall ensure issued keys are used by authorized personnel only. Contractor employees shall not use keys to open work areas for personnel other than Contractor employees engaged in performance of duties, unless authorized by the Government functional area chief.

3.3.17. Lock Combinations. The Contractor shall establish procedures in local Operating Instructions (OIs) ensuring lock combinations are not revealed to unauthorized persons and ensure the procedures are implemented. The Contractor is not authorized to record lock combinations without written approval by the Government functional area Chief. Records with written combinations to authorized secure storage containers or Secure Storage Rooms, shall be marked, and safeguarded at the highest classification level as the classified material maintained inside the approved containers. The Contractor shall comply with DoDM 5200.01 V1-3 security requirements for changing combinations to storage containers used to maintain classified materials.

3.3.18. Facility Clearance: The Contractor shall possess or obtain an appropriate facility security clearance prior to performing work on a classified Government contract. If the

Contractor does not possess a facility clearance the Government will request one. The Contractor shall request a facility clearance, at the company’s expense.

3.3.19. Local Area Network (LAN). All Contractor employees requiring access to the Government unclassified computer network shall have a valid Tier 1 investigation verified through Defense Information System for Security. No Contractor employee will be provided access to unclassified computer network or its inherent capabilities (i.e., internet access, electronic mail, file and print services) without a valid Tier 1 investigation. The Contractor shall be aware of and abide by all Government regulations concerning the authorized use of the Government’s computer network including the restriction against using the network to recruit Government personnel or advertise job openings.

3.3.20. Disclosure of Information. In the performance of this contract, the Contractor may have access to data and information proprietary to a Government agency or to another Government Contractor, or of such nature that its dissemination or use, other than as specified in this contract, would be illegal or otherwise adverse to the interests of the Government or others.

The Contractor and its personnel shall not divulge, or release data or information developed or obtained under performance of this contract, except to authorized Government personnel or upon written approval of the CO. The Contractor and its Contractor personnel shall not use, disclose, keep for personal use or reproduce proprietary information bearing a restrictive legend, other than as specified in the contract.

3.3.21. Non-Disclosure Agreement (NDA). All contractor employees shall sign the non-disclosure statement provided at the time of contract award and submit to the CO/COR prior to beginning performance on this contract.

3.3. Service Contract Reporting (SCR)

The Contractor shall report manpower data IAW the current Guidebook for Service Contract Reporting in the SAM. User Manuals: Additional guidance can be found in the Guidebook for Service Contract Reporting in the System for Award Management.

3.4. Quality Control Plan (QCP):

The Contractor is responsible for Contract Management and Quality Control, not the Government. The Contractor shall submit a QCP ten (10) business days after contract award and maintain/update it thereafter.

3.5. Post-Award and Initial Contract Performance Meeting.

The Contractor shall participate in the post-award meeting scheduled by the Government.

4. PERFORMANCE OBJECTIVES

4.1. Services Summary (SS).

The Contractor services requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service for each requirement. These thresholds are critical to mission success and consist of environmental scanning (AFMS senior leader interviews), developing an annual strategy map and document, AFMS governance meeting support involving strategy (requirements, pre-reads, and meeting action items), active communication, meeting management, and event management.

Table 1 SS

SS#

PERFORMANC

E OBJECTIVE PWS Para PERFORMANCE

THRESHOLD

Method of Surveillance

Conduct Environmental Scans

3.1.2.4., 3.1.4.1.2.1

AF/SG Leadership interviewed as directed by the COR.

Conducted yearly as directed by the COR.

Results are provided in a written report with no more than 2 errors. Submitted on or before the agreed upon deadline.

Weekly Action Reports / Physical surveillance

02 Maintain Strategy Map 3.1.4.2.2.4.

3 Inspected and evaluated annually with no more than 2 errors noted in the entire Map.

Weekly Action Reports / Physical surveillance

Support

AFMS

Governance meetings involving strategy

4.1.

Completes requirements, pre-reads, and meeting action items by following AFMS Governance guidance with no more than 2 errors per document.

Weekly Action Reports / Physical surveillance

04 Commu nication Manage ment

3.1.3.1 Performs

communications management in agreed upon time, missing no deadlines, with a maximum of 2 errors in any document.

Weekly Action Reports / Physical surveillance

05 Meeting Management 2.3.2., 3.1.3.1., 3.1.4., 3.1.4.3.1.1.

Meetings achieve the stated purpose. Provides a detailed agenda preparation within an agreed upon timeframe.

Critiques from participants will rate the meeting at an overall average of an 8 (80%) or higher out of a scale of 1-10 with 10 being the highest.

Weekly Action Reports / Physical surveillance

06 Event Management 3.1.3.1., 3.1.4., 3.1.4.1., 3.1.4.2., 3.1.4.3., 3.2.5.

Provides all logistics, arranges for audiovisual and venue services, attendee management, speaker management, and document management with no more than 2 errors per task. All agreed upon deadlines are met.

Weekly Action Reports / Physical surveillance

5. GOVERNMENT FURNISHED PROPERTY (GFP). No GFP is being provided to the Contractor in support of this contract.

6. DELIVERABLES

6.1 The Contractor shall submit all deliverables as specified in this PWS and Contract Data Requirements List (CDRL).

6.2 All deliverables shall be submitted electronically to the COR(s) unless otherwise directed.

6.3 The Contractor shall provide informal reports by e-mail as requested by the COR.

ACRONYMS

Acronyms and Definitions

AFI Air Force Instruction

AFMEDCOM Air Force Medical Command Agency

AFMS Air Force Medical Service

AFMSA Air Force Medical Support Agency

AF/SG Air Force Surgeon General

AT Antiterrorism

BUMED US Navy Bureau of Medicine

CAC Common Access Card

CDRL Contract Data Requirements List

CONUS Continental United States

CO Contracting Officer

COA Course of Action

COR Contracting Officer Representative

CPH Certified Professional in Healthcare

CUI Controlled Unclassified Information

DAF Department of the Air Force

DBIDS Defense Biometric Identification System

DHA Defense Health Agency

DID Data Item Description

DISS Defense Information System for Security

DMLSS Defense Medical Logistics Standard Support

DoD Department of Defense

DoDI Department of Defense Instructions

DoDM Department of Defense Manual

EMS Environmental Management Systems

FACHE Fellow of the American College of Healthcare

FAR Federal Acquisition Regulation

FOUO For Unofficial Use Only

FOIA Freedom of Information Act

FPCON Force Protection Condition

FSO Facility Security Officer

GFP Government Furnish Property

HCQM Certified Professional in Healthcare

HIPAA Health Insurance Portability & Accountability Act

IAW In Accordance With

ISPM Information Security Program Manager

IT Information Technology

JPASS Joint Personnel Adjudication System

LAN Local Area Network

LSS Lean Six Sigma Process Improvement

MEDCOM US Army Medical Command

MHS Military Health System

NDA Non-Disclosure Agreement

NLT No Later Than

NDS National Defense Strategy

NSS National Security Strategy

OI Operating Instructions

OPM Office of Personnel Management

OPSEC Operation Security

PM Program Manager

PMI Program Management Institute

PMP Project Management Professional

PoP Period of Performance

PSP Personnel Security Program

PWS Performance Work Statement

QCP Quality Control Plan

SCR Service Contract Reporting

SGMED Surgeon General Medical

SME Subject Matter Expert

SS Service Summary

USAF United States Air Force

VGSA Visitor Group Strategy Agreement

VHA Veteran Health Administration

VPN Virtual Private Network