ATT 3 TO2_ST DRAFT AAS SOO_081424.docx

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RFI-ADVISORY & ASSISTANCE SERVICES STRATEGIC INTEGRATION (SI) DIRECTORATE
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HDTRA1-24-R-0057
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This document is a Statement of Objectives (SOO) for Advisory & Assistance Services (A&AS) to support the Defense Threat Reduction Agency's (DTRA) Strategic Trends Office. The SOO outlines the objectives, scope, and requirements for contractor support in areas such as strategic analysis, event coordination, research coordination, exercise development, policy analysis, data visualization, web development, copy editing, engagement coordination, program management and analysis, and WMD subject matter expertise. It specifies that the contract will be a Cost-Plus Fixed Fee (CPFF) Indefinite Delivery, Indefinite Quantity (IDIQ) contract, with a one-year base period and four one-year option periods. Approximately 80% of the A&AS contractors must possess a current DoD Top Secret clearance and SCI eligibility. The place of performance is primarily at DTRA headquarters in Fort Belvoir, Virginia, with some telework and travel allowed. The SOO also includes details on security requirements, government-furnished property, and reporting requirements.

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STATEMENT OF OBJECTIVES (SOO)

FOR

ADVISORY & ASSISTANCE SERVICES (A&AS) TO THE

DEFENSE THREAT REDUCTION AGENCY (DTRA)

STRATEGIC TRENDS OFFICE (SI-ST)

HDTRA1-24-R-0057

14 August 2024

1.0 INTRODUCTION

Strategic Trends Office, SI-ST, underneath the Strategic Integration Directorate, advises senior leaders and workforce personnel on actions to shape U.S. and ally/partner responses to probable future WMD and emerging technology threats.

Strategic Trends develops analysis and reporting with specific interest in advising the Agency, DoD, and CWMD community on recommended courses of action to combat WMD and emerging technology threats. Analysis is centered on developing concepts/ideas of future adversarial WMD development and use that helps to orient and spur action in the combatting WMD community. Tipping/cuing occurs from a number of internal and external sources to allow for a holistic view of the future threat. Analysis seeks to combine disparate pieces of information to inform and shape their reporting – anticipating adversarial use of CBRN and technology that could be synergistic or novel. Staff that is assigned to this effort will integrate concepts/ideas from numerous areas – including our funded research and events held with the community and DoD.

Strategic Trends sponsors and shapes externally-conducted research to bring external expertise to our mission – looking to ascertain which WMD and emerging technology threats challenges will be present in the next decade and helping to recommend courses of action to offset the anticipated impacts to our warfighter and nation. These efforts will manifest in strategic research studies, strategic dialogues with other nations, and externally developed tabletop exercises (TTXs). ST-sponsored research generated ideas/concepts will be used across the office to help spur additional analysis and exploration.

Strategic Trends develops events and exercises to explore future challenges in the WMD and emerging technology threats areas, focused on returning credible, actionable, and timely recommendations and helps to keep the warfighter community situationally aware of anticipated future conditions. Events are hosted for the Agency, DoD, and the CWMD community across different classifications and venues to enable meaningful exploration of ideas from their original sources.

2.0 BACKGROUND

The Strategic Trends ‘threat forecasting’ effort was implemented in the spring of 2019 to provide tailored advice and custom products to DTRA on timely and enduring topics related to weapons of mass destruction. The focus is on building the corpus of knowledge year-after-year to capitalize on successful projects and to integrate individual projects to achieve synergy in countering WMD.

2.0 OBJECTIVE

The objective of this requirement is to acquire subject matter expertise to provide fully integrated Advisory and Assistance Services (A&AS) to the Strategic Integration Directorate’s Strategic Trends Office (SI-ST) in support of the DoD Combatting Weapons of Mass Destruction (CWMD) mission.

The Strategic Trends Office is chartered with generating timely, credible, actionable insights into strategic trends and S&T issues within the counter-WMD and emerging technology threat mission spaces to enable and guide warfighter understanding of the range of military operations in strategic competition and conflict.

4.0 SCOPE

This is a non-personal service contract. The scope is focused on providing fully integrated Advisory and Assistance Services (A&AS) support to the SI Directorate in the daily performance and execution support of the DoD CWMD mission. As envisioned and intended by this SOO, the performer shall provide on-site support to DTRA for anticipating and communicating adversarial WMD and emerging science and technology threats in order to advise and persuade senior leaders and the general workforce about future warfighting challenges/operating environments.

5.0 APPLICABLE DIRECTIVES (AVAILABLE UPON REQUEST)

· DoD Directive 5105.62 Defense Threat Reduction Agency (DTRA)

· DoD Directive 3000.06 Combat Support Agencies (CSA)

· DoD Directive 5134.08 ASD(NCB)

· DoD Directive 6420.02 Biosurveillance

· DTRA Strategic Intent 2022-2027

6.0 REQUIREMENTS

DTRA is planning multiple full time equivalent (FTE) contractor support employees, with options for future growth and/or surge capacity should the needs of the Government change. The following performance requirements and standards apply to all FTEs. The following is a summary of the performance requirements for execution of the task order (TO) issued under this Statements of Objectives (SOO).

· Characterize the emerging operational environment (aka battlespace) 5-10 years beyond current fiscal year (FY). Assess threat potential and implications of competition above the threshold of armed conflict, acute competition directly below the threshold of armed conflict, and conflict involving CBRN use. Identify challenges and opportunities for the DTRA, warfighter, and the Department of Defense.

· Examine implications of emerging (disruptive) science & technology on motivations, research and development (R&D), and use of CBRN. Identify factors in the operational environment affecting emerging threats.

· Identify specific and timely options for threat mitigation policy, approach, and capability.

· Communicate WMD and emerging technology threat assessments to the Agency and across DoD.

· Design, develop, and deliver tabletop exercises and facilitated discussions that address uncertainty regarding future WMD challenges and explore concepts, approaches, and ideas regarding planning assumptions, consequences of action, and resourcing.

· Sponsor international dialogues, strategic studies, and TTXs with allies and partners to strengthen the global community efforts in defense, counter-proliferation, and international norms/treaties.

· Host CWMD community events to integrate DTRA with the larger community thoughts and actions. Coordinate and host events to educate and develop internal workforce.

· Inform the development of DTRA strategies, plans, requirements, and guidance.

6.1 Strategic Analysis: Support the identification of and research into emerging science and technology, WMD, and adversary threat trends to advise and develop recommendations for DTRA, DoD, and the CWMD Community for mitigation/elimination of the anticipated threat.

6.1.1 Analyze potential impacts of trends and emerging technology. Report analysis, insights, findings, and recommendations to leadership at least monthly, as part of larger trends analysis team. Review and translate national guidance into operationally relevant products. Support the development of timely, concise occasional papers on special topics.

6.2 Event Coordination: Support the development, coordination, and execution of all aspects of in-person and virtual events for Strategic Trends.

6.2.1 Participate in the planning and implementation of forums, workshops, seminars, roundtables, data exchanges, symposiums, and /or conferences (herein ‘events’) as directed. Coordinate and facilitate both in-person and virtual (web-based) events. Coordinate all aspects of events in accordance with customer specifications. Assist in selecting and negotiating event locations/sites with site owner/coordination office. Coordinate with and schedule event participants. Work with USG to promote speaking and attendance opportunities as well as work out scheduling to afford key participants access and contribution to the event. Develop event information papers, handouts, materials, advertisement, and after-event summaries for each event. Identify, in conjunction with USG oversight and input, key speakers/panelists for events. Draft, coordinate, and distribute invitations (hardcopy and/or digital depending on event). Track RSVPs and advocate for alternate invitees if alternate choices are required/desired. Write After-Event Report to summarize proceedings, assess outcomes, and share knowledge. Manage logistical arrangements for conferences including reimbursement forms, invoices, and reports after event has ended.

6.3 Research Coordination: Support monitoring, execution, and contracting of external research sponsored by Strategic Trends.

6.3.1 Support the PM/COR with oversight and management of projects including studies, international dialogues, and table-top exercises managed by external performers. Help to track projects for sequencing, synchronization, and integration purposes. Review project white paper and proposal submissions for prospective projects to ensure compliance with submission policy/guidance. Recommend prioritization and award decisions based upon collective analysis. Support the writing of research broad area announcement amendments and outreach to performers on existing and new public-released guidance for the research announcements. Recommend names of subject matter experts on topics in support of projects. Monitor project movement through internal contracting and financial management processes. Monitor performer adherence to timelines and deliverables. Informs government lead of possible problem areas in milestone completion and projects in jeopardy of failure. Attend relevant meetings, workshops, and dialogues to participate, take notes, capture key themes, track action items, and contribute to end of project, periodic, or end of year analysis of research outcomes. Conduct analysis on and write key lessons learned papers for the totality of strategic research effort. Assist with annual planning and analysis of future project topics.

6.4 Exercise Development and Planning (Optional): Support planning, design, and development for tabletop exercises (TTXs) and facilitated discussions.

6.4.1 Support exploratory exercises aimed at future WMD challenges to the warfighter that are otherwise not covered in plans or strategy. Review, in conjunction with U.S. Government lead, current, relevant U.S. Operational and contingency plans (OPLANs and CONPLANs) to inform TTX scenario development. Develop an understanding of adversary intentions in conflict and how WMD and emerging technologies may be employed against U.S. and coalition forces to better construct TTX games that address credible threats. Understand U.S., allied, and adversary concepts of operation to shape exercise mechanics and game materials. Design, develop, and construct strategic game materials, to include injects, maps, “road to war,” and the TTX/game itself. Develop TTX supporting documentation, graphics, and plans.

6.5 Policy Analysis: Support the analysis of policy, geopolitical environments, and alliances/partnerships/treaties to inform Strategic Trends on implications of future adversarial WMD and emerging disruptive technology (EDT) threats.

6.5.1 Conducts research and develops analytical methodology to apply such techniques to policy issues. Develops evaluation, planning, and analytical processes and techniques for measuring effectiveness, efficiency, and productivity of administrative and technical programs. Identifies program problems of issues. Performs extensive inquiries into issues, problems. Determines data sources. Develops interview questions related to program evaluations. Evaluates study findings, draws conclusions, and identifies omissions, questionable assumptions, or inadequate data in analytical work of others. Performs analysis on the effect of proposed policies, guidance, and law with relation to cost, resource allocation, or customer behavior. Advises on public policy affecting programs. Assess political/institution environment in which decision are made and implemented. Conducts interviews. Evaluates efficacy of program in achieving programmatic goals and how those goals align with the Agency mission. Consolidates, reviews, and analyzes information and data. Writes and briefs evaluation reports.

6.6 Graphics and Data Visualization: Support Strategic Trends with custom and/or tailored graphics, templates, data displays, or concept visualizations for use in products, briefs, and displays.

6.6.1 Design and produce professional templates, graphics, and infographics suitable for U.S. Government and public audiences. Interpret complex data/ data sets with intent to create a variety of data visualizations for conveying meaning/ understanding to audience. Emphasize user experience and create data visualizations, interactive graphics, and intuitive user interfaces to enhance understanding. Assist in the testing of prototypes. Create document layouts to ensure reader comprehension and interest in products. Assist internal team with branding including themed products. Provide expert advice and data visualization support to develop and maintain organizational assessment products for internal and external Agency use.

6.7 Website and SharePoint Development: Design, build, and curate web-based, cloud-based, and SharePoint-based (or similar) data/information repositories for U.S. Government and public use in order to share and visualize office information and products.

6.7.1 Builds websites and web content using html, java, and other applications/languages suitable for U.S. Government systems. Responsible for developing, testing, implementing, and maintaining web-based application systems, such as user interface, e-commerce applications, or site animation. Troubleshoots and solves software issues. Research technical problems and suggests improvements for web applications. Knowledge of commonly used web developing language (e.g., HTML, JavaScript, Java, Flex, Flash, AngularJS, HTML, jQuery, PHP, JSP, ASP.Net, Python, and AJAX) is necessary. Build and curate internal data repositories to ensure sharing, archival, and access controls as needed. Design and develop user interface features, site animation, and special-effects elements. Contribute to the design group’s efforts to enhance the look and feel of the organization’s online offerings. Design the website to support the organization’s strategies and goals relative to external communications. Tag content for ease of retrieval and discovery on public and internal sharing venues. Build and curate data storage and retrieval sites to facilitate internal requirements.

6.8 Copy editing writing: Consists of reviewing and editing official and unofficial documents and products to enhance readability, ensure consistent voice, and promote key themes through summarization for different audiences.

6.8.1 Edits hardcopy and digital-copy strategic products aimed at the internal DTRA workforce and external customers (including the public) to ensure team-written products have consistent voice, tone, and structure. Edits for clarity and accuracy. Adheres to writing style guide and established terminology. Ensure correct grammar and spelling. Review and edit products (i.e., prepare manuscripts) to ensure comprehension at a non-expert level and making sure the material conveys intended meaning, is arranged logically, presents facts to support conclusions contained therein, is in accordance with Agency policy, and is written clearly and interestingly for the intended audience. Coordinates rewrites and adjustments amongst primary authors. Coordinates with authors to advise and assist during the writing stage. Develops abstracts or executive summaries from final reports on strategic analysis and other products. Combines solo author products/writings into single combined works. Consults on product design and graphics and assists preparation of documents for printing or publishing.

6.9 Engagement Coordination (Optional): Supports the coordination of key leader engagements with U.S. and foreign officials.

6.9.1 Support internal/external communications activities including advertising, marketing, and media relations. Creates, implements, and oversees communications programs that effectively describe and promote the organization and its products. Advise, coordinate, monitor, and summarize key leader/VIP meetings for U.S. Government use. Aid with the preparation of presentations and/or speeches geared toward internal (leaders and employees) and external (Congress, public, consumers, etc.) audiences

6.10 Management and Program Analysis (Optional): Support internal evaluation processes that provide advice/recommendation on return-on-investment, efficiency, optimization, and realization of goals/objectives of processes, projects, and programs.

6.10.1 Develop program evaluation plans, procedures, and methodology. Develop investigative plans, as well as written and oral presentations and reports on findings of the analysis. Perform staff administrative analytical and evaluative work related to program operations, and management/organizational efficiency/productivity. Perform objective analysis of staff functions, optimization, and effectiveness. Advise and analyze the effectiveness of government programs and productivity/management of the Agency. Researches and investigates business and management practices for application to Agency programs and operations. Performs cost benefit evaluations. Analyze strategic guidance, policy, and law to apply to further analysis of Agency programs. Support basic budgetary and financial management analysis related to program evaluation. Recommend changes to organization, staffing, work processes and procedures for efficiency and productivity. Perform surveys to ascertain compliance with Agency regulation, procedure, practice, or effective utilization of staff. Evaluate proposed changes in mission, operating procedures, and delegations of authority. Evaluate functions and activities for consideration during conversion of government activities to contract operations

6.11 WMD Subject Matter Expertise (Optional): Lends expertise in core and tangential WMD and delivery system topic areas. This shall include the technology areas of nuclear, chemical, biological, missiles, directed energy, high performance and quantum computing, artificial intelligence/machine learning, and space.

6.11.1 Provide technical expertise in topic areas to enhance strategic analysis, development of credible TTXs, and assist the U.S. Government in selecting external research projects to supplement DTRA, DoD, and CWMD community understanding and ability to mitigate/eliminate anticipated future WMD and emerging threats. Advise the U.S. Government on additional experts for consultation on complex and/or challenging situations including crisis and contingency operations.

6.12 Program Management (Optional): Consists of program management support to US Government program managers and leadership.

6.12.1 Support leadership product (paper, briefing, talking points) and communication development. Monitor team/unit/organization tasks, implementation, and progress. Report to leadership about status as directed. Assists with overall budget development, spend plans, reporting, monitoring. Coordinate with internal and external organizations and personnel to ensure sequencing, synchronization, and integration of efforts. Facilitate meetings and communication to bring people together as needed to affect the mission. Develop detailed plans, tasks, milestones, and schedules to ensure proper sequencing of projects and events. Establish goals and objectives in conjunction with Government lead. Drafts guidance and direction in managing program. Advise leadership on program objectives, units of measures for assessing project/program success and completion. Manage short- and long-term planning activities to include multi-year work plans.

6.13 Administrative Support (Optional): Consists of administrative support for day-to-day activities and office functions, task order management, task system management, and program management.

6.13.1 Provide technical, administrative, and logistical support for planning, implementing, and evaluation program activities that shall include developing and coordinating the responses to internal and external tasking’s via the Enterprise Task Management Software Solution (ETMS2) and using the Defense Travel System (DTS) to coordinate travel. Provide administrative support during government-hosted unclassified and classified meetings, conferences, symposiums, and exercises. Provide analytical and technical support for day-day activities to include, routine reporting requirements, and updating administrative rosters and records, and other routine office functions of the department. Provide knowledge management services to include creating new SharePoint pages, managing access to, improving the design, organization, and ease of use, and posting new or changed information to the Directorate’s SharePoint or other web-enabled sites. Develop talking points, information papers, slides, exercise materials, and strategic analysis as needed. Coordinate department meetings.

6.14 Contract Acquisition Support: Consists of acquisition support to ST program managers and Contracting Officer Representatives (PM/COR).

6.14.1 Provide technical and administrative support to federal acquisition of ST-funded strategic research. Support program managers and Contracting Officer Representatives (PM/COR) with various activities regarding Government contracting, Interagency agreements, and Economy Act actions. Provide expertise in Federal contracting process and policy/guidance to ensure contracting processes adhere to U.S. Federal Regulation, Public Law, and DoD policy/guidance. Completes, as necessary and in conjunction with assigned USG PM/COR and Contracting Officer (KO), all preparatory actions, pre-award activities, contract monitoring, and post award activities. Support data capture/management in support of long-term research use.

6.15 SME Reachback Support: Provide short-term, project-specific support to ST initiatives not covered in Sections 6.1 through 6.14. This includes OIE experts who provide consultancy services to major ST initiatives and provide specialized and unique expertise for short-term duration. (Note: this could be a pool of available hours from which to bring on SME’s for short-term or part-time duration to address changing and/or emerging priorities and requirements.)

7.0 CAPABILITIES AND DISCIPLINES

Disciplines pertinent to the requirements identified above include, but are not limited to the following:

7.1 Technical: Military Operational Planning, Disaster Preparedness, Information Systems, Exercise Coordinator/Planner, Event Coordinator/Planner, Administrative Support, Threat Nuclear Planning, Training Instructor, Joint DoD Doctrine, Web Designing, Graphic Designing, Copy Editing

8.0 PLACE OF PERFORMANCE AND TRAVEL

The primary place of performance is on-site at Government-provided office space at the DTRA Headquarters, located at Fort Belvoir, Virginia with work performed at alternate locations due to necessary incidents of travel or occasional incidents of telework. The government will provide limited on-site workspace for a subset of A&AS personnel in performance of this contract. Support at DTRA remote locations may be required. This sort of support can be accomplished via Skype, Video Teleconferencing (VTC), Teams, or other COR approved method.

Where the government does not provide on-site space, the government expects the Contractor to have contractor supplied office space within the National Capital Region (NCR), or near the location the Contractor is supporting as identified in this SOO and or Task Order, so the government has access to the contractor within reasonable time frames. For off-site personnel, the contractor shall provide, at a minimum the standard business equipment (telephone, computers, desks, internet access, etc.) to conduct normal business activities. The contractor will not be providing office space for Government employees other than conference room space or courtesy offices (telephones, computers) for those attending conferences/meetings at cleared contractor facilities.

Some contractors will be required to travel CONUS and OCONUS during the performance of this contract to attend meetings, conferences, and training. The contractors may be required to travel to off-site locations in support of this SOO. Contractors will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires Government approval/authorization and notification to the COR.

8.1 Telework: The contractor will predominately work at the Defense Threat Reduction Agency HQ, Fort Belvoir, VA. The Contractor must maintain an adequate work force for the uninterrupted performance of all deliverables defined within this SOO when the Government facility is not closed for the reasons below. The contractor shall support the Program during the core Government hours. Contractor employees shall provide 80 hours of services for each two-week period, between the hours of 6:30 a.m. – 5:00 p.m. local time, Monday through Friday, excluding Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, Executive Orders, or similar Government directed facility closings, adhering to the core hours requirement of 9:00 a.m. – 3:00 p.m. Under special circumstances (i.e., inclement weather, Agency Directive) or, with prior approval from the Contracting Officer and COR (at the discretion of the supporting client's mission priorities), the contractor employee may be directed to situationally telework off-site. In the event teleworking off-site is approved, the contractor employee will be allowed to take a laptop computer off-site to accomplish work required under the contract. Contractor personnel will not provide support on Federal Holidays, unless authorized and directed by the Contracting Officer or COR in cases of national emergency or mission requirements for purposes of DTRA’s continuity of operations.

9.0 SECURITY REQUIREMENTS

The contractor shall comply with all terms of the DD 254, the 32 CFR Part 117, and any revision to that regulation in performance of this effort. All employees working on this program must be U.S. citizens.

Approximately eighty percent (80%) of all A&AS contractors directly supporting the SI Directorate must possess a current DoD TOP SECRET clearance and investigation date and have SCI eligibility at time of contract award. The remaining 20% must possess a current DOD SECRET clearance and able to obtain a TS/SCI. Contractor employees shall maintain their clearance throughout this effort’s period of performance (POP). A Visitor Request must be provided for each contractor employee working on this order who will require access to any DTRA site. Site-specific facility clearance is required at the SECRET level. Approval regarding invited contractors, access, issuance of badges, etc. will be coordinated as required with the COR. The Contractor shall provide all forms and information, apply for clearances and shall be responsible for any expense incurred in obtaining security clearances for the Contractor employees.

10.0 ACCESSIBILITY TO INFORMATION TECHNOLOGY

For contractors located off-site (i.e., not provided office space at the Government facilities) access to unclassified and classified computing systems will be required. The contractor off-site facilities shall meet the following requirements:

NIPRNet Access to the DTRA Unclassified Network (UNET).

Contractors shall provide sufficient Internet bandwidth to dedicate a minimum of 15Mbps for secure access to the DTRA-UNET via a commercial Internet service provider. All systems which access the DTRA-UNET network will be kept up to date with security patches and shall have the appropriate Virtual Private Network (VPN) client loaded to enable access.

As appropriate, government furnished equipment (GFE) will be made available for A&AS personnel at Government facilities and in some cases to A&AS personnel not located at Government facilities.

11.0 ADDITIONAL INFORMATION

11.1 Contracting Officer (KO) Defined. A person duly appointed with the authority to enter into, administer, or terminate contracts and make related determinations and findings on behalf of the Government. The KO ensures performance of all necessary actions for effective contracting, ensures compliance with the terms of the contract and safeguards the interests of the United States in the contractual relationship. It is the KO that ensures the contractor receives impartial, fair, and equitable treatment under the contract. The KO is ultimately responsible for the final determination of the adequacy of the contractor’s performance.

11.2 Contracting Officer’s Representative (COR) Defined. An individual designated in writing by the KO to act as the KO’s authorized representative to assist in administering a contract and to act as the KO’s authorized representative for the contract’s technical administration. The duties and limitations of the COR are contained in a written KO designation letter. The COR ensures proper Government surveillance of the contractor’s performance. The COR is not empowered to make any contractual commitments or to authorize any contractual changes on the Government’s behalf. Any changes that the Contractor deems may affect contract, price, terms, or conditions shall be referred to the KO for action. While the COR may serve as a direct conduit to provide Government guidance and feedback to the contractor on technical matters, s/he is not empowered to make any contractual commitments or to authorize any contractual changes on the Government’s behalf.

11.3 Period of Performance (POP) and Changeover Period. The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years. The Period of Performance reads as follows:

Base Year = 12 months Option 1 Year = 12 months.

Option 2 Year = 12 months.

Option 3 Year = 12 months.

Option 4 Year = 12 months.

11.4 Transition Period for Contractor Employees. To ensure uninterrupted support, and a successful knowledge transfer, a 30-business day transition period is required between any individual contractor employee transitions.

11.5 Government Furnished Property/Equipment (GFP/GFE) & Office Space. DTRA will provide office space, desks, monitors, use of telephone, copier, fax, paper, and other administrative materials for on-site contractor support. DTRA will issue contractors a laptop as GFP. Due to potential future space limitations at the DTRA Headquarters, contractor employees may be required to telework off site, and/or “hot seat” one office space between them. If the contractor employees “hot seat”, the contractor shall determine the work schedule amongst their employees, and keep the COR informed. Pricing for teleworking off-site shall be at no additional cost to the Government.

11.6 Monthly Status Report and Monthly Financial Report. The contractor shall provide a Monthly Status Report via email to the COR, no later than 15 business days after the last business day of each month. Contractor format is acceptable, pending review and acceptance by the COR. The cover page should include the contract number, company name, date submitted, dates of the period being reported, and the preparer’s name/email address/phone number. The contents shall be concise and detailed. It should identify applicable dates, directorate POC/office symbol, detailed explanations of any problems and/or accomplishments, impacts, corrective actions taken/planned, final resolution, lessons learned, etc. The final topic it shall include is an employee status. This includes a summary of current staffing, any time out of the office for each employee, as well as a status of employees transitioning in and out. The monthly financial report shall be submitted with the monthly report but may be under separate cover. This report will outline in plain language expenditures for the month, by employee and project. The Government will have five business days after receipt to review and provide comments and/or approval. If the contractor does not receive feedback in that time frame, the contractor may assume approval of the report. If the contractor receives comments, resubmittal should be accomplished within three business days.

11.7 Section 508. Requirements for accessibility based on Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d) are determined to be relevant for this acquisition and program management support services effort.

11.8 Full-Time Support. Full-time support is defined as a physical on-site presence, eight hours per day, every DTRA workday, during DTRA’s core hours of 9am to 3pm. For example, with a 30-minute lunch break, s/he could work 9:00am – 5:30pm; or with an hour lunch break, 6:00am – 3:00pm.

An alternate work schedule may be authorized, if pre-coordinated with the company’s supervisor and the COR. For example, in a two-week period, the following could apply -> Week 1: Monday - Thursday 9 hours/day & Friday 8 hours/day; Week 2: Monday - Thursday 9 hours/day & Friday off.

Teleworking off-site may be authorized, if pre-coordinated with the company’s supervisor and the COR. Pricing for teleworking off-site shall be at no additional cost to the Government. Ideally, no more than one workday per a five-day work week shall be permitted, unless otherwise pre-coordinated with the company’s supervisor and the COR. In addition, at the request of the COR, the contractor may be asked to submit a Work Plan for what was accomplished on that telework day.

Vacation, sick, alternate schedule, and teleworking days should be documented in the Monthly Status Report for situational awareness.

11.8.1 Contractor Performance during Adverse Weather, Natural and Man-made Disasters, Emergencies, or Conflict. When government offices are closed due to adverse weather conditions (e.g., snow storms, ice storms, hurricanes, etc.), special events, natural or man-made disasters, or local or national emergencies, with government Contracting Officer’s Representative (COR) or Contracting Officer’s approval, the DTRA on-site Contractor Representative will have authorization to work and use their government issued computer off-site at either their company office or teleworking (TW) at home to complete work under this contract. This procedure also applies to natural disasters (e.g., earthquakes, fires, loss of power, etc.), man- made disasters of an unspecified nature, or conflict, attack (e.g., September 11th), or acts of war or insurgency that may require closure of the DTRA facility and prevent the Contractor from working on-site. Special national capital region high profile area events may also occur when federal authorities request employees to not travel to work but work at home, and this section also covers those contingencies.

11.9 Required In-House DTRA Training. The contractor shall adhere to DTRA’s standard training and education topics that are required for all personnel working at the Agency. Examples include Cyber Awareness training, Personally Identifiable Information (PII) training, Prevention of Harassment, etc.

11.10 Non-Disclosure Agreements (NDA). Each contractor employee shall sign an NDA, provided by the COR, by their first workday at DTRA under this contract, to ensure no improper disclosure of sensitive information.

12.0 RELATED DOCUMENTS

Defer to the Defense Threat Reduction Agency, https://www.dtra.mil/ for additional information on DTRA and its mission.

13.0 KEY PERSONNEL

The personnel identified herein are considered essential to the work being performed. In the event changes to key personnel are required during the performance of this contract, replacement key personnel must meet or exceed the experience and qualifications of the individual the contractor included in its proposal submittal. Prior to substituting, removing, replacing, or diverting any key personnel, the Contractor shall notify the Contracting Officer 30 working days in advance. The Contractor shall submit to the Contracting Officer the resume of the replacing individual that demonstrates skills and background at least equivalent to those of the individual the contractor included in its proposal. The Contracting Officer will evaluate the replacing person's resume to determine the experience and qualifications of the replacement are equal to or exceed those of the person's resume submitted with the contractor's proposal for that position. For the purposes of this contract and in addition to one (1) Program Manager, there are two additional key personnel; one (1) for Section 6.1 Strategic Analysis, one (1) for Section 6.2 Event Coordination. Full descriptions are below:

Section 6.1 Strategic Analysis: Provide complex analytical studies and activities. Research topics, provide analysis, and deliver written and oral presentations on findings/insights. Make recommendations on relevant, credible, and timely actions that can be taken in light of the findings. Coordinate with analytic agencies and entities to assure integration of cross command products. Provide analytic and operational expertise to all identified supported offices and personnel. Provide written inputs to study plans, analysis reports, and final reports. Assist in reviewing and selecting externally conducted research on specific relevant topics in furtherance of group missions.

Section 6.2 Event Coordination: Responsible for planning and organizing in-person or virtual meetings or special events. Coordinates all amenities and accommodations including site selection, escorts, food/drinks, transportation, and audiovisual equipment. Develops materials in support of events to include timelines, agendas, biographies, programs, and handouts. Works with protocol officers to ensure proper customs and courtesies are afforded participants. Supervises junior contractor employees working for the same business entity. Works directly with Government counterpart to sequence and plan multiple events throughout the year with special attention to conflict resolution and monitoring master calendars for opportunities.

13.1 Substitution of Key Personnel. The Contractor shall not substitute Key Personnel during the first ninety (90) days of the task performance period unless the substitutions are unavoidable because of the incumbent's sudden illness, death, or termination of employment; contractor shall promptly notify the COR. After the initial 90-day period, the contractor shall submit to the COR all proposed substitutions at least 30 days in advance. All requests for approval of substitutions hereunder must be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitution(s). Request must contain a complete resume for the proposed substitute, who shall have at least equal ability and qualifications, and any other information requested by the Contracting Officer to approve or disapprove the proposed substitution. The Contracting Officer and COR will evaluate such requests and promptly notify the contactor of approval or disapproval thereof, in writing.

13.2 Other than Key Personnel. Vacant positions for other than key personnel shall be made within 20 calendar days from date of vacancy. The contractor shall notify the COR and customer when a vacancy has occurred within five workdays.

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