ATT I_ DRAFT PWS RETS IDIQ NOVEMBER 2025.pdf

PERFORMANCE WORK STATEMENT (PWS)

OFFICE OF THE UNDERSECRETARY OF WARFOR RESEARCH AND

ENGINEERING (OUSW(R&E)) RESEARCH, DEVELOPMENT, TEST AND

EVALUATION (RDT&E) ENGINEERING AND TECHNICAL SUPPORT (RETS)

INDEFINITE DELIVERY INDEFINITE QUANTITY (IDIQ)

Part 1

1. GENERAL: This is a non-personal services contract to provide the Office of the Undersecretary of War for Research and Engineering (OUSW(R&E)) Research, Development, Test and Evaluation (RDT&E) Engineering and Technical Support (RETS). Support is required for OUSW R&E components including the: (1) Under Secretary of War/Deputy Under Secretary of War for Research and Engineering (USW/DUSW(R&E)); (2) the Offices of the Assistant Secretary of War (OASD) for Science and Technology (S&T); Offices of the Assistant Secretary of War (OASD) for Mission Capabilities (MC); and, Offices of the Assistant Secretary of War (OASD) for Critical Technologies (CT). The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Research, Development, Test and Evaluation (RDT&E) Engineering and Technical Support, as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background:

The Under Secretary of War for Research and Engineering (USW(R&E)) serves as the primary advisor to the Department of War (DOW) leadership on all matters pertaining to the Department's Research and Engineering (R&E) enterprise, technology development and transition, developmental prototyping, experimentation, and administration of testing ranges and activities. USW(R&E) has the lead responsibility within the Department for synchronizing Science & Technology (S&T) efforts across the DOW, the Joint Staff, and the Services.

The Office of the Assistant Secretary of War for Science and Technology (OASD(S&T)) leads the Department's work to create DOW's technology advantage OASD(S&T). Its duties include:

• Oversees the Department's entire Science and Technology portfolio

• Advocates for the Department's S&T workforce and laboratory infrastructure

DRAFT

• Oversees the Department's Federally Funded Research and Development Centers (FFRDCs) and University Affiliated Research Centers (UARCs)

• Helps to cultivate the next generation of S&T professionals for the Department

• Advises on the Department's critical technology protection policy

• Oversees the health of the DOW technical industrial base

The Office of the Assistant Secretary of War for Mission Capabilities: (OASW(MC)):

• Develops and supports future warfighting concepts and integrated architectures

• Closes capability gaps in support of warfare modernization

• Strengthens engineering authorities and policies

• Conducts continuous stakeholder engagement to support development and delivery of capability to the joint force, joint warfighter, and Combatant Commanders

The Office of the Assistant Secretary of War for Critical Technology: (OASW(CT)):

• Establishes critical technology roadmaps to set the technical direction for the

DOW and align industry, academia, and international partners towards a common vision

• Identifies and leverages synergies between the critical technology areas to amplify the impact for the Warfighter

• Raises the technical literacy of the force in all critical technology areas; and

• Keeps a constant pulse of the state-of-the-art to recognize the quickest route to a critical technology, to fast follow the commercial sector, where appropriate, and take the lead when not

1.3 Objectives:

The objective of the RETS Indefinite Delivery/Indefinite Quantity (IDIQ)provides coverage of a full spectrum of professional technical and engineering support of the Office of the Under Secretary of War, Research and Engineering OUSW(R&E) and other associated DOW-sponsored mission requirements. RETS supports the Government through seven specific areas of expertise: mission engineering, systems engineering, software engineering and developmental test and evaluation (T&E); prototyping, experimentation, and demonstration; modeling & simulation; operations research, science and technology (S&T) research and assessment research; data management & analysis;

and ad-hoc surge support, all assets critical to the security of the United States (US).

RETS supports both classified and unclassified programs on multiple networks and security domains. The services and capabilities supported by RETS will provide responsive, flexible, adaptive, and timely solutions for participating organizations to satisfy current and future IT requirements.

It is anticipated that the task orders issued on this ID/IQ will be awarded within 45 days after the completion of an acceptable PWS and Independent Government Cost Estimate

(IGCE).

Should the IDIQ ceiling be exceeded before the five year ordering period is expired, the ceiling may be increased by 50 percent.

1.4 Scope: The contractor shall accomplish:

• Mission Engineering, Systems Engineering, Software Engineering & Developmental Test and Evaluation. This area includes, but is not limited to, planning, analyzing, and integration of operational and systems of systems, data exchange, end-to-end control, trades, systematic application, development of software and test strategies, and technical assessments. Tasks may include planning, programming, executing, monitoring, reviewing, and testing demonstrations and performance, developing tools and techniques, and conducting analyses and assessments.

• Prototyping, Experimentation, and Demonstration. This area includes, but is not limited to, rapidly formulating, integrating, demonstrating and testing developmental and experimental concepts with planned transition to end-users.

Tasks may include conducting experimentation under measured conditions, exploring unknown effects of manipulating proposed warfighting concepts, technologies, or conditions, and planning, coordinating, and conducting major technology demonstration events with multiple prototype mission capabilities in operationally relevant environments.

• Modeling & Simulation: This area includes, but is not limited to, use of physical, conceptual or logical representation of a given system to generate data and assist in decisions or making predictions about the system performance. Tasks may include modeling and simulation, digital engineering, standards and systems engineering, facilitation, agenda creation, action tracking and work plan development, and integration, connectivity, archiving and communication between technical analytical models.

• Operations Research: This area includes, but is not limited to, employing techniques (e.g., mathematical modeling, statistical analysis, mathematical optimization, etc.) to arrive at optimal or near-optimal solutions to complex decision-making problems. Tasks may include conducting net technical assessments of military capabilities, kill chain analysis and evaluations of operational scenario, red teaming, conducting war games and tabletop exercises, analysis, and assessments.

• Science and Technology (S&T) Research and Assessment: This area includes, but is not limited to, valuating and documenting the capabilities, accomplishments, and investment of S&T with performance metrics, identifying and bridging technology gaps and providing recommendation and options. Tasks may include research, characterize, development, tracking, coordination, refine and update, and conduct independent reviews.

• Data Management & Analysis: This area includes, but is not limited to, the data management process (e.g. acquiring, validating, storing, protecting, and processing of data), systematically applying statistical and/or logical techniques, and data analytics. Tasks may include implementing and managing data systems and databases, dictionary and repository services, data sharing, data administration functions, establishing and managing protocols, analysis, tracking trends, assessments, and providing recommendations.

• Ad-Hoc Surge Support: This includes, but is not limited to, maintaining capability to provide rapid ad-hoc resources as necessary to support meetings, independent assessments, and testing/demonstrations. Tasks may include reviews, site visits, demonstrations, tests, events, technical analysis and assessments, evaluations, investigations, integrations, and risk/strategic recommendations.

1.5 Period of Performance: Shall be a five-year ordering period on this IDIQ.

1.6 General Information

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract.

It ensures services are performed in accordance with this PWS, applicable laws and regulations, and best commercial practices. The Contractor’s Quality Control Program (QCP) shall initially provide, (at a minimum), a detailed approach for ensuring effective controls, processes, and procedures that are developed and implemented to meet/exceed all requirements of this IDIQ and mitigation of any unique risk(s). The QCP shall include at a minimum the following:

• All performance standards identified in the PWS Services Summary

• Metrics associated with each of these standards

• Any deficiencies

• Reason for deficiencies on individual contracts

• Impact of deficiencies on program

• Plan of Action and Milestones (POA&M) to rectify any deficiencies, including plan to ensure no recurrence of non-conformances

1.6.1.1 The Contractor shall update the QCP with each new executed task order contract and ensure that measures for Quality Control (QC) for each task order are captured in the overall plan.

1.6.1.2. The QCP shall discuss how invoice reviews shall be conducted, to include discussion on how the primes, subcontractor, and supplier supporting data shall be reviewed for consistency with contract requirements.

1.6.1.3. As part of the Contractor’s Monthly Status Report specified on a contract, the Contractor shall specifically discuss quality control activities over the reporting period and planned activities for the next period. Information shall specifically address who conducted the QC, when the QC executed, how the QC was executed, and what the findings and corrective actions were. The Contractor shall provide data regarding QC trends, with graphical representations as appropriate.

1.6.1.4 The QCP shall be delivered within 30 days of contract award, with copies to the contracting officer and contracting officer’s representative (COR). The QCP will serve as a baseline for QCPs developed for the task orders, which will be forwarded within 30 days of task order award to the task order contracting officer and task order COR.

Amendments/changes to the QCP shall be delivered to the Contractor Officer’s Representative (COR) and Contracting Officer (CO) within three (3) business days following any change.

1.6.1.5 After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

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

1.6.3 Recognized Holidays: The Contractor is not required to perform service on Federal holidays:

New Year’s Day, January 1.

Martin Luther King Jr.’s Birthday, the third Monday in January.

President’s Day, the third Monday in February.

Memorial Day, the last Monday in May.

Juneteenth National Independence Day, June 19.

Independence Day, July 4.

Labor Day, the first Monday in September.

Columbus Day, the second Monday in October.

Veterans Day, November 11.

Thanksgiving Day, the fourth Thursday in November.

Christmas Day, December 25.

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

1.6.4 Hours of Operation: The contractor is responsible for conducting business, between the hours of 8:00 AM to 4:30 PM, arriving no earlier than 6:30 AM and departing no later than 6:30 PM Monday thru Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price ordres, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 Place of Performance: The work to be performed under this IDIQ contract will be performed at both Contractor and Government Facilities (within and outside of the National Capital Region as defined in 10 USC § 2674). In addition, a task order may require Contractor performance in other Continental United States (CONUS) locations, and in foreign countries, outside the CONUS (OCONUS). The specific place of performance shall be specified in each task order. Contractor personnel may be required to work at the Government’s alternate locations during emergencies and emergency exercises. Individual Contractor personnel may be designated as essential personnel to support contingency operations at alternate Government locations during actual emergencies and emergency exercises.

When Contractor personnel working under a contract will be on-site at Government facilities overseas in foreign countries, the Contractor employee will be sponsored by the Government and be granted “Status of Forces Agreement” (SOFA) status in that foreign country. Upon grant of SOFA status, the Contractor employee shall receive the use of the individual logistic support benefits, services, and facilities, as appropriate under law.

These include: DOWEA School Reimbursement, Housing Allowances, Post Differential Allowances, and PCS Costs Reimbursement. Additionally, within each contract as applicable, the Contractor shall submit Synchronized Predeployment and Operational Tracker (SPOT) requests when traveling to applicable countries requiring SPOT approval.

1.6.6 Type of Contract: The Government contemplates that any contract type may be used throughout the life of this contract.

1.6.7 Security Requirements: Contractor personnel and their subcontractors must identify themselves as contractors during meetings, telephone conversations, in electronic messages, or correspondence related to the individual task order they are working on.

Government supplied badges shall be worn by onsite Contractor and subcontractor personnel and be visible at all times.

1.6.7.1 Physical Security: The Contractor shall be responsible for safeguarding all government equipment, information and property provided for Contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured. Overarching security requirements and contractor access to classified information will be provided on DD Form 254, Contract Security Classification Specification. All work issued under this IDIQ shall be up to the Top Secret/Secret Compartmented Information/Special Access Required/Alternate Compensatory Control Measures (TS/SCI/SAR/ACCM) Level. All reports shall be up to the TS/SCI/SAR/ACCM Level. There will be no hardware produced, except those prototype systems intended to demonstrate capability enhancements in support of critical missions.

Specific security requirements shall be set forth in a DD Form 254 for each task order.

Work at Contractor facilities requires TS/SCI/SAR/ACCM storage/IT processing, and meeting facilities.

1.6.7.2. Special Access Programs: This IDIQ may include contracts that entail the investigation of systems and programs that are protected in controlled channels also known and Special Access Programs (SAP). The Contractor must be capable of addressing, analyzing, processing, and providing reports in document and electronic media form on TS/SCI and SAR tasks. Access to classified networks may be required at the Contractor facilities.

1.6.7.3. Contractor Responsibilities: The Contractor shall be able to obtain the security clearances specified for performance under those contracts that require a security clearance.

1.6.7.4. Information Security: The Contractor must comply with all appropriate security regulations in handling classified material, publishing reports and the preparation of other products.

1.6.7.5. Personnel Security: Individual security requirements may include personnel clearances at the CONFIDENTIAL, SECRET or TOP SECRET level, with some requiring access to SCI and/or SAP. Position sensitivity designations (i.e., ADP-I or ADP-II) are required for contractor personnel that provide information technology (IT) services. The designations will be specified on each task order. The position sensitivity requirement will be determined based on the type of computer access provided, the type of functions performed, the sensitivity of the data processed, and the level of Government oversight maintained, in accordance with DoD Manual 5200.02. Procedures for the DoD Personnel Security Program (PSP) effective April 3, 2017, and change 1 effective:

October 29, 2020.

1.6.7.6. Facility Security Considerations: The Contractor facility that performs secured requirements must possess the appropriate facility clearance, as specific in paragraph 1.6.7.1, and are required to maintain that facility clearance throughout the entire IDIQ and awarded task order, including any options. Contractors are expected to comply with all conditions of performance including, but not limited to: the means of premises ingress/egress, security requirements, delivery/ demurrage, storage, use of approaches, use of corridors, use of stairways, use of elevators, Government furnished space/property/equipment, availability of/access to Government facilities on federal holidays, and similar matters prior to submission of a quotation or request for proposal for contract opportunities.

1.6.7.7. Security for Government Facilities: During all operations on Government premises, the Contractor's personnel shall comply with the rules and regulations governing the conduct of personnel and the operation of the facility.

1.6.7.8. Cost of Security Investigations: The Contractor shall bear the cost of any security clearances required for performance.

1.6.7.9. Operational Security: Operational Security (OPSEC): is a process of identifying critical information and analyzing friendly actions attendant to military operations and other activities to: identify those actions that can be observed by adversary intelligence systems; determine indicators and vulnerabilities that adversary intelligence systems might obtain that could be interpreted or pieced together to derive critical information in time to be useful to adversaries, and determine which of these represent an unacceptable risk; then select and execute countermeasures that eliminate the risk to friendly actions and operations or reduce it to an acceptable level. Per DoDD 5205.02E “DoD Operations Security (OPSEC) Program” August 20, 2020 (www.esd.whs.mil), the Contractor shall agree to comply with the same basic OPSEC rules, requirements, and standards as Government personnel. When Contractor personnel are working primarily in Government facilities, OPSEC Awareness Education and Training will be coordinated through the appropriate Government security channels and OPSEC protective measures (countermeasures) will be applied as directed by the Government. When Contractor personnel are working primarily in Contractor facilities, OPSEC Awareness Education and Training and all other security related training shall be completed in accordance with the National Industrial Security Program Operating Manual (NISPOM) and training certificates available upon request by the Government for verification. All Contractor support personnel are required to receive OPSEC Awareness Education and Duty-Related Training.

The Contractor shall comply with the DOW Customers Operations Security Program, specifically DoDD 5205.02E.

The Contractor’s Facility Security Officer (FSO) shall report immediately, in writing, to the Contract COR and Contracting Officer any changes in the Contractor’s security status throughout the basic contract period of performance (POP).

1.6.7.10 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.7.10.1. Lost keys: In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

1.6.7.10.2. Unauthorized use: The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.7.10.3 Lock Combinations: The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s Quality Control Plan.

1.6.8 Special Qualifications: Contractor personnel supporting a task order shall be required to sign a Non-Disclosure Agreement (NDA) and adhere to government Organizational Conflicts of Interest (OCI) controls (see section 1.6.16) once that order is awarded. Contractors may not perform inherently governmental functions, as defined in the FAR Subpart 7.5 and clarified in the Office of Management and Budget (OMB) Circular A-76 encl. A. In general, these include the discretionary exercise of governmental authority and monetary transactions. The contractor shall sign a Non- Disclosure Agreement (NDA) five (5) days after IDIQ contract and Task Order award and within 24 hours of new personnel beginning work on Task Order(s). All NDAs shall be submitted to the Contracting Officer Representative (COR) as specified in this section.

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

1.6.9 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5.

The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced.

Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regards to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11 Key Personnel: The follow personnel are considered key personnel by the government:

1.6.11.1. IDIQ Manager: The contractor shall provide an IDIQ manager. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the Contracting Officer. The IDIQ manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this IDIQ and resulting task orders.

1.6.11.2. Task Order Program Manager (PM): The Contractor shall identify an IDIQ PM to serve as the Government’s primary point of contact (POC) and to provide overall leadership and guidance for all Contractor personnel on administrative, contractual, business, and security processes. The IDIQ PM is ultimately responsible for the quality and efficiency of the IDIQ and for all resultant contracts, and the Contractor shall identify a Program Manager to oversee technical performance on each task order. The IDIQ and task order PMs shall be employees of the prime Contractor. The task order PMs shall assign taskings to Contractor personnel, supervise on-going technical efforts, and manage overall task order performance. The task order PMs shall have the ultimate authority to commit the Contractor’s organization and make decisions for the Contractor’s organization in response to Government issues, concerns, and comments. The Contractor PMs shall be proactive in alerting the Government to potential contractual or programmatic issues. It is desirable that the PMs have the following qualifications:

a. Demonstrated experience with planning, directing, and managing the offeror’s proposed methodologies and complex projects/operations that are similar in size and scope as referenced in this requirement to include manpower utilization, procurement, standards, training, problem resolution, employee relations (including subcontractors, cost, budget, and managing task order milestones).

b. Demonstrated experience with the management and supervision of employees of various labor categories and skills in projects similar in size and scope to this requirement.

c. Demonstrated experience in working with DOW leadership.

d. Demonstrated experience identifying user requirements; translating the requirements into project plans and milestones; directing and implementing plans;

and presenting formal project status/plan briefings to the Government managers.

e. Demonstrated experience working in complex environments with multiple points of contact (POCs).

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

Name Title Name of Company In Support of [Insert Name of OUSD(R&E) Organization Supporting] Government Issued Non-Secure Internet Protocol Router (NIPR) Email (*Note: Secure Internet Protocol Router (SIPR) and JWICS may also be listed if applicable) Government Phone Number

1.6.13 Contractor Travel:

All travel within the National Capital Region, as defined in 10 USC§ 2674, is included in the price of this contract. The Contractor will be required to travel to and from the Pentagon/Mark Center, Pentagon, and other Government organizations’ facilities within the National Capital Region (NCR), or less than 50 miles of the Pentagon. Travel within this local area will not be reimbursed. Specific travel requirements will be identified at the task order level. The contractor shall provide a written request to the Contracting Officer Representative (COR) for approval prior to making any travel arrangements.

Requests for travel shall include the name of the person(s) traveling, travel destination, dates of travel, mode of transportation, and estimated costs for travel. All travel must be pre-approved in writing by the COR prior to purchase of any tickets and commencement of travel. The Contractor shall be reimbursed for actual allowable, allocable, and reasonable travel cost incurred during performance efforts in accordance with FAR 31.205-46, regulatory implementation of Public Law 99-234 and FAR 31.205-46 Travel Costs (subject to local policy and procedures).

Note. Travel to and from the contractors’ normal place of duty will not be covered by the Government under this contract. Parking expenses at the normal place of duty, commuter lots, or metro parking garages will not be paid by the Government under this contract.

Contractor personnel may be required to travel to support the requirements of this IDIQ and as stated in individual task orders. Long distance and local travel may be required both in CONUS and OCONUS. For those contracts requiring travel, the Contractor shall include estimated travel requirements in the proposal. Local travel costs shall be reported in the Monthly Status Report at the task order level. Travel that traces to OUSW (R&E) funding must be approved through the OUSW (R&E) Travel Portal. Evidence of approval through the travel portal must be on the status report documenting the travel.

The Contractor 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.

Local Travel to Government Facilities (within 50 miles):

Pre-approval Trip Requirements:

• None, as this travel is not reimbursable.

Long Distance Travel (in excess of 50 miles, both CONUS and OCONUS):

Pre-approval Trip Requirements:

• Travel Authorization Request o Provided, via email, to Contract COR (with cc to Agreement COR) at least 48 hours prior to travel o Request shall include the following information for each trip/person

Traveler name(s) Date(s) of travel

Origin and Destination Organization(s) to be visited Travel purpose Justification as to why teleconferencing cannot be used Roll-up of total estimated costs, to include details for

• Estimated airfare

• Estimated per diem (lodging and M&IE)

• Estimated ground transportation (Uber, rental car, gas for rental car, etc.)

• Estimated personal vehicle use (estimated mileage and cost)

• Estimated miscellaneous costs

Post Trip Requirements:

• Trip Report o Provided, via email, to Task Order COR (with cc to Agreement COR) within 10 business days following return from travel Report shall include the following information for each trip/person

• Traveler name(s)

• Date(s) of travel

• Origin and Destination

• Travel purpose

• Total estimated cost

• Approval authority of Travel Authorization Request

1.6.13.1. If any travel arrangements cause additional costs to the contract that exceed those previously negotiated, written approval shall be required. A written approval will require a contract modification issued by the Contracting Officer prior to undertaking such travel.

1.6.14 Other Direct Costs (ODCs): This category includes travel (outlined in 1.6.13), reproduction, and shipping expenses associated with training activities and visits to contractor facilities. It could also entail the renting of suitable training venues. ODCs will be addressed at the task order level.

1.6.15 Data Rights and Intellectual Property Rights: Refer to FAR Clause 52.227-14 “Rights in Data – General” and DFARS 252.227-7013. The contractor agrees to assume responsibility for protecting the confidentiality of Government records, which is not considered public information. Each contractor or employee of the contractor to who information may be made available or disclosed shall be notified in writing by the contractor that such information may be disclosed only for purposes and to the extent authorized herein. The contractor shall not release any information related to this contract to the public, media or other unauthorized persons or organizations unless the Government has conducted the appropriate security review and granted written approval (e.g., posting information to a public website).

Upon request, the contractor shall deliver all documents, data files, reports, correspondence, and all other documents and writings; together with any charts, graphs, tables, illustrations, photographs, images, and other illustrative, explanatory, historical documents related thereto or independent thereof, regardless of the medium (or media) by which they were produced, preserved, stored, or created in connection with or for purpose(s) of work performed and as required by deliverables outlined on individual task orders. As such, anything produced as work under awarded task orders is property of the Government and shall be delivered to the task order COR promptly, upon request.

The contractor agrees to assume responsibility for protecting the confidentiality of Government records, which is not considered public information. Each Contractor or employee of the contractor to whom information may be made available or disclosed shall be notified in writing by the contractor that such information may be disclosed only for purposes and to the extent authorized herein. The contractor shall not release any information related to this IDIQ and awarded task orders to the public, media or other unauthorized persons or organizations unless the government has conducted the appropriate security review and granted written approval (e.g., posting information to a public website).

The Government has unlimited rights to all deliverables, analysis, reports, documents, briefings, and material produced, developed and conducted; and in whatever medium or format, developed and conducted under each contract. All preliminary and final deliverables, documents, and materials (to include the source codes of any software) developed within each task order shall have unlimited rights. Upon request, the Government will receive the source code at the end of the period with unlimited rights.

The contractor shall not place proprietary markings on any documentation; and the contractor is not authorized to retain, use, or disclose any documentation other than while in performance of a specific task order unless otherwise conditioned on a specific task order.

1.6.16 Organizational Conflict of Interest: Contractor and Subcontractor personnel performing work under this IDIQ may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interest (OCI) as defined in FAR Subpart 9.5 as well as personal conflicts of interest. Using the Contractor OCI/ PCOI Disclosure Form, the Contractor shall notify the Contracting Officer immediately whenever the contractor becomes aware that such access or participation may result in any actual or potential conflict and shall promptly submit the conflict-of-interest disclosure form to the contracting officer to avoid or mitigate any such conflict.

The contractor’s mitigation plan will be reviewed and accepted/rejected solely at the discretion of the government, and in the event the government unilaterally determines that any such conflict cannot be satisfactorily avoided or mitigated, the contracting officer may affect other remedies as he or she deems necessary, including prohibiting the contractor from participation in subsequent contracted requirements which may be affected by the conflict.

In addition, contractors shall conduct internal reviews as necessary to identify financial interests and determine if any personal conflicts of interest exist or may arise. The contractor shall ensure that the organization has analyzed each financial disclosure to determine whether actual or potential conflicts exist. Information should be gathered and analyzed for all governing body members (e.g., board of directors, trustees, etc.) and principals of the organization as defined by FAR 52.203-13 and for each manager and key personnel who would be or are involved with the performance of the contract.

All contractor and subcontractor employees supporting this IDIQ shall sign the WHS AD non-disclosure agreements.

1.6.17 Phase-in /Phase-out Period: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the 60-day phase in/ phase out periods. During the phase in period, the Contractor shall become familiar with performance requirements to commence full performance of services on the contract start date.

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

1.6.19 Conduct of Contractor Employees: The contractor shall be responsible for maintaining satisfactory standards of employee competency, conduct, and integrity, and shall be responsible for taking such disciplinary action with respect to its employees as may be necessary to ensure satisfactory contract performance. In the event the contractor fails to remove any employee from the contract work whom the Contracting Officer or Contract COR deems incompetent, careless, insubordinate, unfit, objectionable or whose continued employment on the work is deemed by the Government to be detrimental to the Government's mission, the Contracting Officer or Contract COR may require, in writing, the contractor to remove the employee from work under this Agreement and any other contract awarded to contractor by WHS. The contractor must then remove the employee from the site and from all work under this Agreement or awarded task orders. This IDIQ and task orders incorporate 32 CFR 234, "Conduct on the Pentagon Reservation." Any contractor employee that violates the standards of conduct proscribed by 32 CFR 234 shall be deemed unfit and otherwise objectionable under this provision and may be subject to removal from the contract work.

This applies to all subcontractors or vendors of any tier utilized by contractor to perform the work. The contractor is responsible for incorporating this provision in all subcontracts or other contracts awarded by contractor to perform the work. For purposes of this provision, the terms "employee" or "contractor employee" includes all contractor, subcontractor or vendor employees of any tier utilized by contractor to perform the work.

1.6.20 Contract Monthly Status Report: A contract monthly status report is required, detailing technical accomplishments for the month. It should include a list of personnel on the project. It may be combined with the travel reports and monthly financial report.

1.6.21 Monthly Status Report Meeting: The monthly meeting should cover technical and contractual issues. Technical leads, the CORs, and COs should be invited.

1.6.22 Monthly Financial Report: The Contractor shall submit a Monthly Financial Performance Report for each task order, based on the principles of Earned Value Management (EVM). This report shall objectively track project progress and financial performance against the approved baseline.

• The report shall include, at a minimum the actual expenses incurred for the work performed to date, and a forecast of the total project cost at completion, which will be updated as performance trends change. The Estimate At Complete (EAC) should not be represented as a percentage of the contract ceiling, but as the total estimated cost of the entire task order

1.6.23 Personnel and Contract Data Report: The Contractor shall submit a Monthly Personnel and Contract Data Report. The report shall detail all personnel actively performing work under this contract, such as current/new/departed personnel and identify labor categories/roles. The report shall be submitted in the MS Excel template provided by the Contracting Officer’s Representative (COR) which requests the following (this list is not all inclusive): prime contract number, each individual's name, labor category, PWS role, employing entity (Prime Contractor or a specific Subcontractor), primary work location, and schedule (e.g., full time, part-time, etc.). Additionally, the contractor shall provide current contact data and funding information.

Contractor shall complete the following tabs on the MS Excel template: TAB 1 - Personnel Data, and TAB 2 - Contract Data. These two tabs shall be completely and accurately updated monthly.

This data deliverable shall be submitted not later than the 15th of each month to the following two email boxes as well as the contract COR: osd.pentagon.ousd-r-e.mbx.bo-cmo@mail.mil, and osd.pentagon.ousd-r-e.mbx.busops-hrm@mail.mil.

mailto:osd.pentagon.ousd-r-e.mbx.bo-cmo@mail.mil mailto:osd.pentagon.ousd-r-e.mbx.busops-hrm@mail.mil

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations.

This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured artifacts such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor.

The Government does not have privity of contract with the subcontractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

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

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative APR Annual Performance Report BCTF Boards, Commissions, and Task Forces CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DCSA Defense Counterintelligence and Security Agency DD Form 254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOW Department of War FAR Federal Acquisition Regulation IGCE Independent Government Estimate KO Contracting Officer NCR National Capital Region (defined in 10 USC § 2674) NDA Non-Disclosure Agreement OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POAM Plan of Actions and Milestones POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit WHS Washington Headquarters Services

PART 3- GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND

SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

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

3.2 Facilities: The Government will provide basic facilities such as workspace and its associated operating requirements (i.e., phones, desks, utilities, information technology, and general office supplies.

3.3 Utilities: The Government will provide utilities in government facilities The Contractor shall instruct employees in utility conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount to accomplish cleaning vehicles and equipment.

3.4 Equipment: The Government will provide access to phones, desks, utilities, information technology, and…