Attach1_PWS_Aug19.pdf

FA520926Q0086

PERFORMANCE WORK STATEMENT (PWS)

FOR

FINANCIAL MANAGEMENT PROGRAM

MANAGER / ANALYST SUPPORT

SPACE FORCES – JAPAN,

YOKOTA AIR BASE, JAPAN

19 Aug 26

1. DESCRIPTION OF SERVICES/GENERAL INFORMATION

1.1. General

The contractor shall provide non-personal, part-time financial advisory and administrative support services to Space Forces – Japan (SFJ). Performance shall be in accordance with (IAW) this Performance Work Statement (PWS). The services include assisting the unit Resource Advisor (RA) and leadership by analyzing financial data, drafting reports and advisory documents, supporting budget planning and execution, and developing and maintaining SFJ’s financial management ecosystem. The anticipated amount of personnel expected to fulfill this support is approximately 0.5 - 0.75 Full-Time Equivalent (FTE). Based on operational requirements and funding availability, the Government may increase this requirement to full-time financial advisory and administrative support services at any time during the contract period of performance for option years upon bilateral agreement.

The Contractor shall submit a Monthly Status Report (MSR) covering activities performed during the preceding month to the Contracting Officer Representative (COR) no later than the fifth (5th) duty day of the following month. At a minimum, the MSR shall include the following information:

Report Section: Required Information / Details Project Progress : Detailed progress, milestones achieved, and status of all active projects performed.

Issues and Resolutions: Problems encountered, risk areas identified, and the corrective actions taken or proposed.

1.2. Inherently Governmental Function Disclaimer

This is a non-personal services contract. The contractor shall not perform inherently governmental functions. The contractor shall not certify funds, make final decisions on budget allocations, act as an Approving Official (AO), or supervise government personnel. All products and advisory services produced by the contractor are subject to final review and approval by a designated Government official.

1.3. Staffing and Basic Services

The anticipated amount of personnel expected to fulfill this support is approximately 0.5 - 0.75 Full-Time Equivalent (FTE). The contractor shall perform the following specific tasks, which include, but are not limited to:

1.3.1. Financial Tracking & Analysis (35%)

Track daily/weekly commitment, obligation, and expenditure of unit O&M funds using government-provided systems (e.g., DEAMS data extracts). Maintain and update local financial tracking spreadsheets with an accuracy rate of 95% or higher.

1.3.2. Report & Briefing Generation (10%)

Draft financial status reports, end-of-month execution summaries, and financial briefing slides for unit leadership review and approval.

1.3.3. Document Reconciliation Support (5%)

Review administrative financial documents (such as Government Purchase Card logs and Defense Travel System reports) for completeness and mathematical accuracy prior to final routing to the Government Approving Official.

1.3.4. Documentation Preparation (5%)

Assist the RA in formatting, consolidating, and tracking Unfunded Requirement (UFR) packages and other requests for submission to local contracting and higher headquarters. Prepare and process funding documents (e.g., MIPR, AF Form 4009) for government review, approval, and transmittal.

1.3.5. Financial Planning and Advisement (35%)

Assist the RA and command team with programming and budget planning activities. These activities may include building execution plans for future plans, programs, and exercises; identifying available contracts to execute niche space operations requirements; investigating and recommending legal contracting mechanisms to support other space-related activities; coordinating with budget managers across higher headquarters and sister units; and identifying budgetary gaps and opportunities across the Future Years Defense Plan (FYDP).

1.3.6. Process Improvement (10%)

Identify, recommend, and implement novel mechanisms, tools, or process improvements to enhance SFJ’s financial management practices.

1.4. Qualification of Contractor's Personnel

1.4.1. SOFA Requirement

The contractor employee(s) performing this work must possess and maintain valid Status of Forces Agreement (SOFA) status in Japan under the US-Japan SOFA for the duration of the contract. Current SOFA status is preferred, but SOFA status may be provided.

1.4.2. Experience

The contractor personnel shall possess at least five years’ experience working with budgets, resourcing, finance and/or accounting, and have a working knowledge of DoD financial terminology, general accounting principles, and high proficiency in Microsoft Excel and PowerPoint. Experience with space operations and/or space acquisitions is preferred.

A Bachelor’s degree in Finance, Business, or an equivalent program is highly desired. Master’s degree is preferred in a similar program of study. CPA certification or professional FM certifications are also highly desired.

Ideal candidate will have strong communication skills, excellent organizational and time management skills, and be comfortable operating in an autonomous, self-directed environment.

1.4.3. Base Access & Security

The contractor must be able to obtain and maintain base access to Yokota Air Base and a favorable background check for a standard Common Access Card (CAC) and NIPRNet IT network access.

Secret clearance is required. TS/SCI is preferred. Exceptions may be made to highly qualified candidates with the ability to secure secret clearance.

1.4.3.1. Facility Clearance:

This Contract contains a DD Form 254, DoD Contract Security Classification Specification, and requires performance primarily at a government overseas location. The Contractor must possess, or acquire prior to award of a contract, a facility clearance equal to the highest classification stated on the Contract Security Classification Specification (DD Form 254) attached to this Contract.

1.4.3.2. Security Clearance:

This contract involves access to information classified “Confidential,” “Secret” at minimum. The Contractor must provide personnel who possess or be able to obtain a United States " Secret" security clearance for the purpose of maintaining classified material and systems prior to the commencement of services.

1.4.4. Continuity and Replacement of Contractor Personnel

The Contractor shall maintain continuity of services and ensure fully qualified replacement personnel are available to perform work in the event of incumbent personnel absences, departure, or inability to perform.

• Notification Requirements: Upon determining that an employee will no longer support this contract, the Contractor shall provide written notification to the Contracting Officer (CO) and COR within three (3) business days. This notification shall detail the vacancy date, the anticipated fill date, and the specific management actions the Contractor shall implement to ensure uninterrupted contract performance.

• Qualification and Approval: Replacement personnel shall possess professional and technical qualifications equal to or exceeding those of the personnel being replaced. The Contractor shall submit the candidate’s qualifications and resume to the CO and COR for review. Replacement personnel shall not commence performance under this contract until the CO and COR provide written qualification approval.

Vacancy Limits: Position vacancies shall not exceed thirty (30) calendar days unless approved in writing or otherwise directed in advance by the CO.

1.4.6. Removal of Personnel at Government Request

The CO may request removal (permanent or temporary) of personnel for security, safety or health reasons, or when Contractor personnel behave in an unprofessional manner that would be considered unacceptable.

1.4.7. Contract Employee Termination

The Contractor shall ensure employees who terminate their services to this contract shall immediately return any Government identification/access badges issued in support of this contract prior to departure.

1.5. Quality Control

The contractor shall develop and maintain a 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-performance does not recur. The contractor shall submit the Quality Control Plan (QCP) to the COR prior to the start of performance.

1.6. Quality Assurance

The Government shall evaluate the contractor’s performance IAW the Quality Assurance Surveillance Plan (QASP). The Government will monitor performance to ensure services are received IAW this PWS and the established performance thresholds.

1.7. Hours of Operation and Place of Performance

1.7.1. Normal Hours

The contractor personnel shall provide minimum 20 hours up to 25 hours of support per week. Work shall be performed during standard base business hours (Monday through Friday, 0730 to 1630 JST), exclusive of the U.S. legal holidays listed below and PACAF/5AF designated family days. The exact weekly schedule shall be coordinated between the contractor and the Contracting Officer’s Representative

(COR).

1.7.2. U.S. Legal Holidays

1 January New Year’s Day 3rd Monday in January Birthday of Martin Luther King Jr.

3rd Monday in February Washington’s Birthday Last Monday in May Memorial Day 19 June* Juneteenth National Independence Day 4 July* Independence Day 1st Monday in September Labor Day 2nd Monday in October Columbus Day 11 November* Veterans Day 4th Thursday in November Thanksgiving Day 25 December* Christmas Day

*If a holiday falls on a Saturday will be observed on the preceding Friday, and a holiday falls on a Sunday will be observed on the following Monday.

1.7.3. Place of Performance

The primary place of performance will be Bldg 1584, Yokota Air Base. Situational telework is authorized at the discretion and approval of the COR. Travel up to 10% per month may be required.

1.7.4. Travel: When authorized by the COR, the contractor’s personnel may be required to travel from Yokota Air Base to another location to provide service. Travel must be authorized before travel commences. Approved travel will be reimbursed to the Contractor in accordance with the Joint Travel Regulations (JTR), upon COR approval.

2. SERVICES SUMMARY (SS)

The following table outlines the performance objectives and thresholds for critical tasks. These thresholds are critical to mission success.

Performance Objective PWS Para

Performance Threshold Method of Assessment

SS1: Financial Tracking & Reporting

1.3.1, 1.3.2

Financial trackers maintained with >=95% accuracy. Reports are delivered on time as requested by

COR.

Monthly Inspection

SS2: Document Reconciliation & Prep

1.3.3, 1.3.4

Documents reviewed and prepared with >=98% mathematical accuracy. No more than two (2) valid complaints of incorrect document prep per quarter.

Periodic Inspection (Quarterly), Random Sampling

SS3: Monthly Status Reports (MSR)

1.1. 100% of the time NLT 5th duty day of each month

Monthly Inspection

3. GOVERNMENT WILL PROVIDE THE FOLLOWING ITEMS AND SERVICES

3.1. Facilities

The Government will provide the facilities identified below for contractor use. The facilities are provided “as is.”

• Office space is provided in Building 1584 on Yokota Air Base, Japan. This will include a desk and chair.

3.2. Utilities

The Government will furnish electricity, water, and sewage as necessary for accomplishment of work in accordance with this contract.

3.3. Equipment/Information

The Government will provide the following for the performance of this contract:

• COMPUTER EQUIPMENT/IT RESOURCES: The Government will provide IT resources required to fulfil the mission requirements, including a NIPRNet computer, phone, and standard office supplies.

• GOVERNMENT-PROVIDED INFORMATION: Access to government financial systems (e.g., DEAMS data extracts) and relevant financial management publications/templates necessary to perform the tasks described.