Attachment 1 - DRAFT PWS.pdf

U.S. TRANSPORTATION COMMAND

DRAFT Performance Work Statement

Joint Transportation Management System Program Support

Scott Air Force Base, Illinois

03 October 2024

Table of Contents

1 DESCRIPTION OF SERVICES

2 BACKGROUND

3 SCOPE

4 SPECIFIC TASKS

4.1 TASK 1: CONTRACT MANAGEMENT

4.1.1 Task 1, Subtask 1: Task Order Management Plan

4.1.2 Task 1, Subtask 2: Annual Activity Summary

4.1.3 Task 1, Subtask 3: In-Progress Reviews

4.1.4 Task 1, Subtask 4: Meeting Minutes

4.1.5 Task 1, Subtask 5: Trip Reports

4.2 TASK 2: JOINT PROGRAM OFFICE SUPPORT

4.2.1 Task 2, Subtask 1: Acquisition Support

4.2.2 Task 2, Subtask 2: Functional Area Communications and Computer Systems Manager Support

4.2.3 Task 2, Subtask 3: Program Management Support

4.2.4 Task 2, Subtask 4: Government Purchase Card (GPC) Support (Optional) .. 15

4.2.5 Task 2, Subtask 5: Timekeeping Assistance (Optional)

4.2.6 Task 2, Subtask 6: Systems Analysis

4.3 TASK 3: FUNCTIONAL SUPPORT

4.3.1 Task 3, Subtask 1: Functional Requirements Management

4.3.2 Task 3, Subtask 2: Functional Requirements Definition (Optional)

4.3.3 Task 3, Subtask 3: Communication/Collaboration (Optional)

4.3.4 Task 3, Subtask 4: Business Process Re-engineering Support (Optional)

4.3.5 Task 3, Subtask 5: JTMS External Functional Support

4.3.6 Task 3, Subtask 6: Audit Readiness Support

4.4 TASK 4: ARCHITECTURE AND INTEGRATION SUPPORT

4.4.1 Task 4, Subtask 1: Integration and Data Support (Optional)

4.4.2 Task 4, Subtask 2: Enterprise Architecture (Optional)

4.4.3 Task 4, Subtask 3: Interface Management (Optional)

4.5 TASK 5: SYSTEM ENGINEERING

4.5.1 Task 5, Subtask 1: Software Development Support (Optional)

4.5.2 Task 5, Subtask 2: Configuration Management (Optional)

4.5.3 Task 5, Subtask 3: Test and Evaluation (Optional)

4.5.4 Task 5, Subtask 4: System Sustainment Support (Optional)

4.5.5 Task 5, Subtask 5: Technical Planning (Optional)

4.5.6 Task 5, Subtask 6: Technical Requirements Management (Optional)

4.5.7 Task 5, Subtask 7: Technical Assessments (Optional)

4.5.8 Task 5, Subtask 8: Implementation Support

4.6 TASK 6: SYSTEM SECURITY SUPPORT

4.6.1 Task 6, Subtask 1: Cybersecurity Documentation and Accreditation

4.7 TASK 7: PROGRAM CONTROLS SUPPORT (Optional)

4.7.1 Task 7, Subtask 1: Budget Support (Optional)

4.7.2 Task 7, Subtask 2: Reporting Support (Optional)

4.7.3 Task 7, Subtask 3: Cost Analysis Support (Optional)

4.7.4 Task 7, Subtask 4: Risk Management Support (Optional)

4.7.5 Task 7, Subtask 5: Schedule Management Support (Optional)

4.8 TASK 8: INNOVATION (Optional)

5 DELIVERABLES

6 SERVICE DELIVERY SUMMARY

7 CYBERSECURITY INCIDENT REPORTING

7.1 Cybersecurity Incident Reporting Timelines

7.2 Mandatory Reporting Data

7.2.1 Incident Initial Notification

7.2.2 Incident Follow-On Reporting

7.3 Incident Reporting Coordination

7.3.1 On-Site Review

7.3.2 Follow-On Actions

7.3.3 Cybersecurity Incident Data Preservation

7.3.4 Cybersecurity Mitigation

7.4 Confidentiality and Non-Attribution Statement

8 GENERAL INFORMATION

8.1 Phase-In

8.2 Personnel Management

8.3 Kick-off Meeting

8.4 Place of Performance

8.5 Period of Performance TBD

8.5.1 Work Hours

8.6 Travel

8.7 Other Direct Costs (ODC)

8.8 Government Furnished Workspace

8.9 Government Furnished Information

8.10 Government-Furnished Property

8.11 Contractor Employee Qualifications/Certificates

8.12 Non-Disclosure Agreement for Contractor Employees

8.13 Identification of Potential Organizational Conflict of Interest

8.14 Limitations on Future Contracting

8.15 Company to Company Agreements

8.16 Non-Personal Services Contract

8.17 Transfer of Materials

8.18 Transition-Out

8.19 Quality Control

8.19.1 Quality Assurance

8.19.2 Quality Control Plan

8.19.3 Contractor Professionalism

8.19.4 Communication

8.19.5 Contractor Collaboration

9 SECURITY (PHYSICAL, PERSONNEL, INFORMATION, INDUSTRIAL ANTI-

TERRORISM/FORCE PROTECTION AND INDUSTRIAL)

9.1 General Security Information

9.1.1 Citizenship and Clearance Requirements

9.1.2 Information Sharing

9.1.3 Information System (IS) Roles/Categories and Associated Suitability

Requirements (Federal Investigative Standards)

9.1.4 Security Clearance and Special Access Requirements

9.1.5 Facilities Clearance

9.1.6 Personnel and Facilities Clearance Validation

9.1.7 Common Access Card Issuance Procedures

9.1.8 Access to Scott Air Force Base or USTRANSCOM Facilities

9.1.9 Visits by Non-Assigned Contractors to USTRANSCOM/SDDC Buildings .. 63

9.1.10 Visits by Permanently Assigned Contractors

9.1.11 Supplemental Notes Regarding Visit Information in the DoD Personnel Security System of Record

9.1.12 Security and Emergency Operations Training

9.1.13 Additional Security Considerations

9.1.14 Derogatory Information

9.1.15 Accessing NATO Information

9.1.16 Security Debriefing

9.1.17 Antiterrorism/Force Protection

9.1.18 Prime Contractor Facility Security Officer

9.2 USTRANSCOM – Cyberspace Workforce Management and Qualification

9.2.1 Cyberspace Workforce Management Qualifications

9.2.2 Failure to Qualify

10 MISCELLANIOUS PARAGRAPHS

10.1.1 Freedom of Information Act

10.1.2 Controlled Unclassified Information

10.1.3 Privacy Act

10.1.4 Records

10.1.5 Safety Concerns

10.1.6 Project Policy

10.1.7 Inherently Governmental Functions

10.1.8 Section 508 Compliance

11 Appendix 1: ACRONYMS

12 Appendix 2: NONDISCLOSURE AGREEMENT AND AGREEMENT TO

DISCLOSE POTENTIAL CONFLICTS OF INTEREST

13 Appendix 3: APPLICABLE DOCUMENTS/REFERENCES

14 Appendix 4: CONTRACTOR CYBERSPACE WORKFORCE MANAGEMENT

TRAINING AND CERTIFICATION

14.1 Training and Certification

14.2 IA Certifications

14.3 Computing Environment Certification

14.4 USTRANSCOM Procedures and Operations Practices

14.5 Privileged Access

14.6 Waivers

15 Appendix V: DoD Cyber Workforce Framework Code Assignments

Tables

Table 5-1: Deliverables

Table 6-1: Service Delivery Summary

Table 11-1: Acronyms

1 DESCRIPTION OF SERVICES

The requirement is to acquire non-personal Advisory and Assistance Services (A&AS) to provide program management, engineering, configuration management, and acquisition-related support to the United States Transportation Command (USTRANSCOM) Joint Transportation Management System (JTMS) Joint Program Office (JPO).

2 BACKGROUND

The Transportation Financial Auditability (TFA) Working Group, established in September 2013, was charged with improving the auditability of the Department’s transportation payment transactions by standardizing procedures and recommending changes to guidance, systems integration, and training enterprise wide. The group is comprised of transportation and financial managers from the Military Services, Joint Chiefs of Staff, USTRANSCOM, DLA, DFAS, and DCMA. The Deputy Assistant Secretary of Defense (Transportation Policy) and the Director of Revolving Funds, OUSD(C), provides oversight and guides the TFA’s efforts. As part of the TFA, the Executive Steering Committee (ESC) recommended an enterprise-wide approach for shipping in the business process areas of commercial freight, organic freight, and household goods /non-temporary storage, and the codifying of standard policy, processes, procedures, and business rules in the DoD regulations to achieve TFA’s objectives. This recommendation was approved in 2015, and the Department began to pursue material solutions, which led to USTRANSCOM, leading the efforts in partnership with the eight key JDDE stakeholders and other offices in DoD.

In 2017, USTRANSCOM executed a 120-day Proof of Principle (PoP) to test commercial-off-the-shelf (COTS) transportation management capabilities. The PoP tested numerous scenarios to “stress” the system and validate the system could support the command’s transportation requirements.

In 2018, USTRANSCOM executed a Transportation Management System prototype that brought end-users online and booked/shipped cargo within the United States in multiple use cases. The prototype established the use of commercial off the shelf (COTS) transportation and supply chain management software in the USTRANSCOM secure cloud. The important takeaway from this prototype was not the product used but rather the fact that USTRANSCOM saw increased performance in both the supply chain and auditability across the JDDE. USTRANSCOM was able to consolidate and streamline capabilities and processes from multiple legacy applications into one system, as well as standardize the mode-agnostic transportation request process with Government and Industry. USTRANSCOM learned commercial supply chain management software can perform the functionality and data integration crucial to making decisions required to deploy and sustain the Joint Force at the time/place necessary for mission success.

In June 2022, the Office of the Under Secretary of Defense (USD) for Acquisition and Sustainment (A&S) issued a memorandum designating the JTMS program as a Business System Category (BCAT) 1 system with the USD(A&S) as the Milestone Decision Authority (MDA) consistent with DoD Instruction (DoDI) 5000.75. The memorandum requires USTRANSCOM to perform an analysis of potential acquisition pathways to inform the acquisition strategy for the JTMS program, as well as provide Executive Agent recommendations as part of the analysis assessment. The final results and recommendation were to procure an enterprise-wide Enterprise Resource Planning (ERP) system, supported with Doctrine, Organization, Training, materiel, Leadership and Education, Personnel, Facilities, and Policy (DOTmLPF-P).

3 SCOPE

This Performance Work Statement (PWS) provides the Government’s non-personal services A&AS requirements for JTMS and JDDE stakeholders involved in the JTMS program. The Contractor shall provide technical assistance services across all disciplines including program management, architecture and integration, functional support, system engineering, system security, and program control support to the JTMS Program. This PWS includes the following task areas:

Task Area 1: Contract Management

Task Area 2: Joint Program Office Support

Task Area 3: Functional Support

Task Area 4: Architecture and Integration Support

Task Area 5: System Engineering

Task Area 6: System Security Support

Task Area 7: Program Controls Support

Task Area 8: Innovation

4 SPECIFIC TASKS

The Contractor shall maintain awareness of evolving developments in the areas supported, as well as the need to support the JTMS activities during any potential new processes. The Contractor shall provide recommendations on ways to enhance the effectiveness of JTMS activities throughout fielding and sustainment of the application.

The Contractor shall identify and recommend actions to minimize risk in support of USTRANSCOM. The Contractor shall provide engineering support to assist in requirements development, assess risk based on requirements, and provide overall engineering discipline to program processes.

For all task areas in this PWS, the Contractor shall apply knowledge of DODI 5000.75 guidance, acquisition-related Air Force implementing instructions, DoD Financial Management and associated Regulations, as well as DFAS Regulations/Guidance.

4.1 TASK 1: CONTRACT MANAGEMENT

This task consists of activities relating to the administration and management of the JTMS effort. The contractor shall identify a Program Manager (PM) (by name) who shall provide management, direction, administration, clerical support, documentation, quality assurance, and leadership during the execution of tasks associated with this Performance Work Statement (PWS). In addition to the PM, the contractor shall designate a principal point of contact for technical issues for each of the task areas. The contractor’s PM is the authorized point of contact with the Government Contracting Officer’s Representative (COR). PM responsibilities include interfacing with Government management personnel; staffing all tasks; formulating and enforcing work standards; creating personnel and project schedules;

mitigating contractor work discrepancies; and communicating the Government policies, purposes, and goals to the contractor team.

The contractor shall prepare documents such as briefings, point papers, and meeting minutes related to the status and performance of this PWS. Additionally, the contractor shall be required to provide documentation and give presentations to senior leaders and customers to clearly present PWS task technical approaches and results. The contractor shall provide support to the task areas outlined in this PWS. The contractor shall provide all deliverables listed in Section 5 in accordance with the Service Delivery Summary in Section 6.

4.1.1 Task 1, Subtask 1: Task Order Management Plan

Objective: Enhance customer support through insight of program related workload.

The contractor shall submit the draft contract Task Order Management Plan (TOMP) within fifteen (15) business days of contract start date. The Government will review the TOMP and provide comments to the contractor. The contractor shall have five (5) business days from receipt of the Government’s comments to submit the final plan. The contractor shall update the TOMP each option year within fifteen (15) business days of the Government exercising the option year.

Deliverable(s): Task Order Management Plan within fifteen (15) business days of contract start date with final deliverable due five (5) business days from receipt of the Government’s comments to submit the final plan.

4.1.2 Task 1, Subtask 2: Annual Activity Summary

Objective: Enhance customer support through insight of program related activities through annual report.

The contractor shall summarize actions fulfilling contract tasks and deliverables to the Government prior to the end of each performance period. The year-end summary shall detail the specific work performed and objectives for the upcoming year (if applicable). The contractor shall submit the annual report to the Government no later than fifteen (15) business days following the end of each performance period; however, the final option year the report shall be due no later than the last business day of the period of performance.

Deliverable(s): Annual Activity Summary to be delivered no later than 15 business days from the end of each performance period.

4.1.3 Task 1, Subtask 3: In-Progress Reviews

Objective: Enhance customer support through recurring in-progress reviews regarding contractual workload.

The contractor shall schedule, prepare, and conduct quarterly Integrated Program Reviews (IPRs) with applicable Government leadership and personnel, contractor Functional Task Leads, CORs, the Contracting Officer, and Contracting Specialist. At a minimum, the IPR shall summarize status, progress, metrics, recommendations, financial summaries, and concerns in support of any tasks or documentation described within this PWS. Furthermore, the contractor shall highlight significant activities planned for the next three (3) calendar months. The contractor will prepare presentation materials in a format agreed to between the contractor and the Government, and the contractor shall deliver IPR read-ahead documents NLT two (2) business days prior to the IPR. The contractor shall deliver IPR minutes, with a copy of the presentation slides and shall reflect a record of activity, decisions made, date, location, and attendees, in accordance with paragraph 4.1.4.

Deliverable(s): Meeting minutes, IPR agendas, and IPR slides.

4.1.4 Task 1, Subtask 4: Meeting Minutes

Objective: Enhance customer support through record keeping for JTMS Program.

The contractor shall attend meetings or conferences held at USTRANSCOM or other locations (including virtual attendance) as identified by the Government. These meetings generally take place during the normal duty hours listed in paragraph 8.5.1, but could include instances outside of those work hours during emergencies or contingencies. The contractor shall provide minutes that detail the attendees, topics covered, results, and action items within two (2) business days after completion of the meeting/conference.

Deliverable(s): Meeting minutes.

4.1.5 Task 1, Subtask 5: Trip Reports

Objective: Enhance customer support through record keeping for JTMS Program.

All travel requests will be in accordance with paragraph 8.6. The contractor shall provide a trip report within five (5) business days of completion of Government directed travel to include the following details: purpose, location, trip duration, travelers, travel costs, individuals contacted during trip, synopsis of discussions, Government decisions, future actions identified, and issues or concerns arising during the trip. The Government will not reimburse local travel and related expenses to the contractor for daily travel to and from the place of performance.

Deliverable(s): Trip Reports.

4.2 TASK 2: JOINT PROGRAM OFFICE SUPPORT

4.2.1 Task 2, Subtask 1: Acquisition Support

Objective: Provide analysis and support of acquisition programmatic-related workload supporting development, fielding, and sustainment of the JTMS solution.

The contractor shall support acquisition reporting on the JTMS development efforts as directed by DODI 5000.75 or the Department of Defense (DoD) Chief Information Officer (CIO) directed reporting (e.g., Business Enterprise Architecture (BEA) alignment, etc.) as well as Operation and Sustainment (O&S) efforts. The contractor shall participate/guide/document programmatic discussions with JTMS stakeholders, develop and deliver Integrated Product Team (IPT) information required for TMS stakeholder engagements, process staffing packages for contracting actions, produce governance or other JTMS artifacts as required, and conduct data calls for IT systems impacted by JTMS.

Additionally, the contractor shall assist, collect, and develop required artifacts for DODI

5000.75 compliance, BEA alignment, DoD CIO compliance, and other statutory and regulatory reporting requirements as required. Finally, the contractor shall track, manage, and close tasks assigned to JTMS through the applicable tasking application (i.e., Enterprise Task Management Suite (ETMS)).

Deliverable(s): Technical and information briefings, graphical artifacts, data call results, and artifacts to support DODI 5000.75, DOD CIO, and BEA compliance.

4.2.2 Task 2, Subtask 2: Functional Area Communications and Computer Systems Manager Support

Objective: Enhance customer support, assistance, training, and orientation for all communications and computer- related office equipment.

This task consists of supporting the Government in the management of providing customer support, assistance, training, and orientation. Functional Area Communications and Computer Systems Manager (FACCSM) duties shall include all communications related troubleshooting, placement, repair, and replacement of computer equipment, printers, and phones. FACCSM’s will routinely inform customers or relevant organizations of progress, changes, issues, or problems with the system as well as seek opportunities to share knowledge and skills with others. Additionally, support with Cyberspace Infrastructure Planning System (CIPS) entry, tracking, and analysis to determine mission impact, mission area, and severity of impact to mission capability will be required.

The contractor shall troubleshoot and correct level-one communications-computer problems:

forward unresolved problems to the USTRANSCOM Help Desk, assist members within their Area of Responsibility with installing printers, enforce standard software configuration of high-side and low-side workstations, process requests to add and/or delete user accounts, and coordinate Information Technology (IT) asset issues with associated Automated Data Processing Equipment (ADPE) Equipment Custodian (EC). The contractor shall provide inventory control services for ADPE provided to the contractor for this contract ISO

USTRANSCOM Joint Transportation Management System (JTMS) Joint Program Office (JPO). The contractor shall provide services necessary to account for all the ADPE equipment associated with each account to include new and incoming equipment, hand receipts, transfer of equipment to other ADPE accounts and turn-in of equipment that is no longer required or serviceable. The contractor shall generate and evaluate equipment accountability and inventory logs and reports. The contractor shall verify that all equipment is accurately listed in the Government-provided inventory list and work closely with Government leadership to ensure compliance and accuracy. The contractor shall complete an inventory when requested and at minimum, provide updates to the Government Property Physical Inventory (GPPI) monthly, as well as provide an annual inventory accounting.

Additionally, the contractor shall assist with base audits when appropriate.

Note: FACCSM may also be appointed as an EC and shall coordinate with the responsible EC to initiate turn-in documents when excess IT assets are identified and develop and maintain ‘how to’ documentation for setting up workstations. Finally, the contractor shall assist members within their work area with installing software that exceeds the USTRANSCOM standard Office Information System suite of software, after formal approval through the CIPS process. Contractor will ensure proper technical certifications as directed by the government.

Deliverable(s): Configured systems, resolved trouble tickets, appointment letters, artifacts required for asset turn-in. Monthly inventory due 10 days after closeout of month, annual inventory due 20 days after FY closeout.

4.2.3 Task 2, Subtask 3: Program Management Support

Objective: Supply JTMS with planning, organization, and administrative support across the organization to assist government acquisition professionals with performing their assigned acquisition programs and program- related activities.

In terms of administrative support, the contractor shall provide Program Management (PM) support in preparing reports and/or briefings on research, findings, and recommendations to the IPTs, Logistics and Financial Management Functional Managers (FM), and senior USTRANSCOM decision-makers. Develop and deliver briefing products based on audience and topic in a government approved format. Prepare briefing content for the IPTs (or similar teaming constructs) to use and provide support in preparing and reviewing the presentations for various JTMS functional, technical, or training topics. Additionally, the vendor shall prepare program reports, draw conclusions, and devise solutions to problems relating to improvement of management effectiveness, work methods, and procedure efficiency.

The Contractor shall support all PM efforts in developing agendas and meeting minutes, provide facilitation support for JTMS-related meetings, conferences, and teleconferences (including teleconferencing capabilities), and document and file meetings, leadership decisions, and other key information and data relating to JTMS. Staff JTMS correspondence and communicate as needed throughout USTRANSCOM.

To support the JPO, and support the JTMS training branch with training, scheduling, and updating using the USTRANSCOM training portal and tools. Manage and oversee TCAQ-J

(JTMS JPO) organizational PM calendar and applicable conference space for meeting/event requests. Track packages and correspondence within the JTMS Program. Provide and archive program knowledge management artifacts to government as requested. Arrange, organize, attend, and facilitate requirements-related conferences (e.g., collaboration meetings and workshops).

In terms of acquisition support, the Contractor shall provide the collection, analysis, and presentation of data through established metrics and other established reporting requirements.

Accurately and timely represent status of all acquisition program documentation. Assist in analysis and rely upon automated management information systems in performing fact finding, analytical, and advisory functions. Generate acquisition program plans consistent with policies, requirements, and direction of the JPO. Analyze interrelated issues and development of recommendations to solve problems. Coordinate activities and schedules with internal and external organizations and customers to guide program accomplishment through phases of the acquisition cycle. Establish management controls such as milestones, expenditure rates, metrics, and management reviews to reflect Acquisition program status and to provide early detection of problems. Recommend resolutions to programmatic problems.

Review acquisition program documents and assessment of the impact of external actions to determine effect on JTMS. Recommend tradeoffs to cost, schedule and performance, as required. Assist in preparing and tracking status of acquisition program-related documents submitted for review/approval by Command (or DoD) authority. Examples of this type of document include Acquisition Decision Memorandums, Request for Contracting Action, Draft IPT Charters, Risk Management Plans, IPR briefings, acquisition staff packages, etc.

Input, update, maintain and monitor program information in the government-provided portfolio management tools for assigned USTRANSCOM Acquisition programs, program-related activities, and services acquisitions. Produce, maintain, and/or review all Acquisition program documentation as specified in DoDI 5000 series and Defense Federal Acquisition Regulation Supplement (DFARS). This includes, but is not limited to, documents such as Initial Capabilities Document, Capabilities Development Document, Capabilities Production Document, Analysis of Alternative, Acquisition Strategy (AS), Information Support Plan, Integrated Master Schedules (IMS), Work Breakdown Structures (WBS), Spend Plans, Memorandums of Agreement, Memorandums of Understanding, PWS Tracking and monitoring of acquisition documents submitted for review/approval by DOD acquisition oversight activities, e.g., Defense Business Council. Documentation shall be written in a professional manner, following broadly accepted technical style guides (e.g., Tongue and Quill). Review and provide research and information sufficient to support Government decisions on logistics and financial functional management deliverables produced by development Contractors. Provide program justification material for various steps in the governance process and in budget cycles. Assist PMs in preparing acquisition program reporting documentation. e.g., CIO compliance, DOD 5000, Program Budget reviews, etc.

Support a systematic process to capture, analyze, validate, and integrate Acquisition program needs, requirements, and customers. Finally, support analysis, validation, and integration of JTMS user needs and requirements within defined processes.

In terms of task management support, the Contractor shall monitor, manage, and provide daily entry for numerous taskers. Once complete, the Contractor will close appropriate taskers. To successfully provide this support, a thorough understanding of the Acquisition Technology & Logistics Better Buying Power initiatives will be needed. Monitor tasker system correspondence to ensure information is presented to JTMS and USTRANSCOM Leadership.

Track life-cycle management reports that are used in managing the installation, training, maintenance, and integrated logistics support of new Acquisition programs. Assist the JTMS Program Manager in monitoring and evaluating the reliability impact of changes to Acquisition program design or development. Assist in the tracking and verification of corrective actions. Finally, the Contractor shall maintain JTMS ETMS taskers list and deadlines. (NOTE: The Contractor shall not task or make decision on behalf of the Government).

In terms of program scheduling, the contractor shall prepare and maintain an acquisition schedule that documents the internal tasks, durations, task flows, task interdependencies, predecessors, successors, major milestones, and key events for the program/services acquisition. The acquisition schedule will document the assigned tasks and actions required to meet the specified objectives and goals. The schedule shall be developed and delivered in Microsoft Project. Provide project control using common project management software to include resource loaded WBS, sub-projects linked to an IMS, and sub-project WBSs maintained by third parties.

The Contractor shall provide JTMS software license management to include, but not limited to, tracking all COTS license quantities, types, periods of performance, assigned users, etc.

The contractor shall provide a quarterly and annual software license report, and upon request.

In terms of Electronic Files Management, the contractor will serve as the records custodian and SME for the division. The contractor shall assist with the preparation and maintenance of electronic file plans and files utilizing web-based applications and adhering to applicable records management directives, processes, and procedures IAW USTCI 5702.01B dated 4 Nov 2022, DoDI 5015.02 “EOD Records Management Program, DoDI 5200.48, “Controlled Unclassified Information,” CJCS Instruction 5760.01A “Records Management Policy for the Joint Staff and Combatant Commands,” CJCSM 5760.01A, “Joint Staff and Combatant Command Records Management Manual: Volume I – Procedures,” and CJCSM 5760.01A, “Joint Staff and Combatant Commands Records Management Manual: Volume II – Disposition Schedule.” This includes tracking and filing of program documentation; and maintaining logs that reflect receipt, storage, inventory, and disposition of unclassified and classified information including visits and clearance levels, inspections, inventories, data entry, AFRIMS Records Management Guidance IAW USTCI 5702.01B dates 4 Nov 2022, DoDI 5015.02 “EOD Records Management Program, DoDI 5200.48, “Controlled Unclassified Information,” CJCS Instruction 5760.01A “Records Management Policy for the Joint Staff and Combatant Commands,” CJCSM 5760.01A, “Joint Staff and Combatant Command Records Management Manual: Volume I – Procedures,” and CJCSM 5760.01A, “Joint Staff and Combatant Commands Records Management Manual: Volume II – Disposition Schedule.” The contractor shall provide document control and administrative services by assisting with and creating, maintaining, and integrating data management systems and processes such as: electronic files, file plans, and/or websites and web-based applications such as SharePoint and Microsoft-Teams files management, and may include formatted correspondence, finalize reports, and completed briefings. Inaccuracies shall be corrected within five business days. The contractor shall apply proper style and format IAW with AFH 33-337, The Tongue and Quill, or other format and style as agreed to by the Program/Project Manager for products to reflect specific needs of the customer. Develops and executes division files plan and replicating like structure throughout all documentation sites, to include common drive, Microsoft-Teams and SharePoint sites; works with branch personnel to set up and maintain structure for continuity; and maintains official documents in USTRANSCOM Content Manager as directed. Works closely with government to ensure regulations are adhered to and assists with files plans audits when prompted.

In terms of JPO support, the contractor will assist with front office administrative support, onboarding, organizational and leadership meetings with associated briefings, documentation, recordings and meeting minutes as directed by the government; shall serve as SME and Request for Contract Action (RCA) manager routing Task Order RCA packages throughout the directorate for appropriate approvals and signatures; manages ETMS and subsequent tasker management, reports and closeout; manages respective ETMS meetings with all branches of the JTMS JPO; alerts leadership to any quick-turn taskers/requirements; manages the JPO Kanban; provides administrative support for conferences and/or offsite meetings as directed by government.

To provide support for the JTMS, the contractor shall provide document control and administrative services by assisting with and creating, maintaining, and integrating data management systems and processes such as: websites and web-based applications such as SharePoint and other Microsoft Office support. The contractor shall serve as the division SharePoint Administrator, providing support for all teams in the JPO by building and managing SharePoint sites, building Power BI apps and utilizing other associated Microsoft tools, manage access permissions and libraries, build calendars, manage Microsoft-Teams channels, and manage JPO SharePoint calendars.

Deliverable(s): Meeting Agendas, Meeting Minutes for official meetings, Program IPR briefings, Draft IPT Charter Documentation, IPT Meeting Support (Schedule, Draft Agenda, Draft Minutes, Track Action Items, Attend Meetings), Software License Tracking Reports, files plan and auditable artifacts IAW official and government guidance.

4.2.4 Task 2, Subtask 4: Government Purchase Card (GPC) Support (Optional)

The contractor shall assist with securing technical quotes for software and hardware in support of the JPO for GPC Government purchases. The contractor shall assist with entering purchase information into the Government’s MyIT approval and tracking software.

Deliverable(s): Vendor Quotes.

4.2.5 Task 2, Subtask 5: Timekeeping Assistance (Optional)

The contractor shall provide timekeeping assistance on a consistent or periodic basis as requested by the Government. This includes adding new personnel, tracking compliance, and tracking completions.

Deliverable(s): N/A

4.2.6 Task 2, Subtask 6: Systems Analysis

Objective: Provide independent research, analysis, and assessment of risk, feasibility, schedule, acquisition, and software development strategies for all technical aspects throughout the scope of JTMS or systems partially or fully impacted by JTMS.

The Contractor shall complete independent assessments of risk, feasibility, schedule, acquisition and software development strategies, contract deliverables, and all technical aspects relating to the overall program. The Contractor shall conduct systems analysis of functional needs statements and requirements, document analysis in standard program documentation, as well as conduct research and analysis to determine the program impacts of implementing new technology in the system. The Contractor shall utilize the DoD systems’ governance laws, regulations, and policies to provide inputs to formal requirements documents via approved requirements and governance avenues. The Contractor shall coordinate with the Government technical and functional leads in support of requirements documentation, system research, analysis reporting, reviews and/or analysis as required by the JTMS JPO. The Contractor shall perform program-related activities including enterprise architecture and business process re-engineering analysis, software development, implementation, integration, testing, governance-related tasks in support of the JTMS program, independent assessment of risk, feasibility, schedule, acquisition and software development strategies, contract deliverables, and project management support to JTMS. The Contractor shall develop, manage, and contribute towards JTMS Program Management and Engineering activities, e.g., WBS, IMS, and cost estimation support for agile and traditional project plans, and all technical aspects relating to the overall program. The Contractor shall support Test and Evaluation (T&E) in analysis of Commercial off the Shelf (COTS) and Government off the Shelf (GOTS) products to meet capability needs. The Contractor shall support logistics business- and financial business-related workload including business cases, configurations, and analyses of alternatives, development of acquisition documentation (i.e., Technology Development Strategy/Acquisition Strategy (TDS/AS), and Performance Work Statements). The contractor shall conduct research and analysis to assist with determining the program impacts of implementing new technology in the system, support JTMS engineering in building systems architectures and sustain current systems architectures, support market research and market analysis. The Contractor shall provide technical support for special studies (e.g., Freedom of Information Act, Congressional Reporting, Financial Reporting, Business Case Analyses, etc.).

Deliverable(s): Financial, logistics, technical, and program acquisition-related artifacts.

4.3 TASK 3: FUNCTIONAL SUPPORT

Objective: Provide functional community support for JTMS development and O&S.

4.3.1 Task 3, Subtask 1: Functional Requirements Management

Objective: Provide independent research, analysis, and assessment of transportation and financial requirements for the JTMS program.

The contractor shall:

Analyze user needs to determine functional and cross-functional requirements.

Perform functional allocation to identify required tasks, processes, and their interrelationships.

Identify resources required for each task.

Provide daily supervision and direction to support staff.

Perform day-to-day management of ALL functionally derived IT Functional Requirements.

Assist JPO team in establishing requirement elicitation opportunities with key Service/Agency stakeholder organizations and SMEs. Draft meeting/conference agendas, invites, objectives, goals, minutes, etc.

Identify, define, clarify, and manage key Service/Agency stakeholder requirements.

Maintain continuous communication with key Service/Agency stakeholder representatives to validate user needs, provide feedback, collect/capture supporting data/information, analyze, and documents requirements.

Provide JPO recommendations and take action to use available requirements management software to manage requirements, establish and maintain traceability, support technical development, and support agile methodologies necessary to deliver Enterprise Resource Planning (ERP) capabilities to the Enterprise.

The Contractor shall assist with drafting requirements, clarifying content with functional stakeholders, and participation/facilitation of applicable Requirements Review Boards, Configuration Control Boards, etc. At a minimum, the communications will provide feedback to program users on the status of their needs/requirements. This includes collaboration with JDDE stakeholders to validate user needs, capture, analyze, and document those needs. The Contractor shall use government-specified software to maintain the status of needs/requirements through analysis, validation, development, testing, and fielding. The Contractor shall populate, link, and maintain a JTMS functional needs/requirements archive library that facilitates tracking, analysis and reporting of those needs/requirements and the Contractor shall conduct analysis and provide recommendations on Requirement Traceability Matrices, use cases, process models, and other functional design documents to ensure current and future capabilities are captured, documented, and aligned with applicable business rules.

The Contractor shall assist with decomposition of functional requirements and identify potentially derived technical requirements. Finally, the Contractor shall conduct analysis and advise the JTMS Functional Leads of requirements management and their relation to commercial best practices.

In terms of requirements management, the Contractor shall support financial business-related workload including partnering with USTRANSCOM and JDDE stakeholders as necessary to minimize or eliminate redundant efforts in other task areas of the contract associated with Notices of Findings and Recommendations (NFRs) and associated Corrective Action Plans (CAPs) that could potentially be corrected in the JTMS solution space. Engage with stakeholders to interview and document findings to support: Defining Funds Control processes; providing effective line of accounting validation by ensuring effective and audit compliant controls are in place to prevent unauthorized use of lines of accounting as well as to provide functional support with the development of solutions to mitigate control issues at all echelons. Finally, the Contractor shall conduct systems analysis of functional needs statements and requirements, document analysis in standard program documentation; assist with requirement decomposition based on transportation and financial artifacts (e.g., shipping documentation, NFRs, CAPs, etc.)

Deliverable(s): Financial and logistics requirements, requirements library management, and other artifacts supporting requirements development, refinement, and management.

4.3.2 Task 3, Subtask 2: Functional Requirements Definition (Optional)

Objective: Assist with defining JTMS-related requirements impacting the JDDE.

The contractor shall assist in working with the Service, Component, Agency, or designated program office to review requirements from relevant stakeholders and translate them into a set of technical requirements. The process helps ensure each individual stakeholder’s requirements, expectations, and perceived constraints are understood from the acquisition perspective. Failing to perform an exhaustive Stakeholder Requirements Definition process could result in significant requirements creep, rework due to misunderstanding of end-user needs, unexpected contract modifications, cost growth, and schedule slip. The objective of this process is to help ensure that stakeholder requirements are feasible, balanced, and fully integrated as more information is learned through requirements analysis. The contractor shall elicit Stakeholder capability objectives, document Stakeholder requirements, analyze Stakeholder requirements, review applicable requirements documents, perform Systems Requirements Review, draft use cases, draft value assessment criteria, decompose potential technical requirements from functional requirements, and input requirements document as detailed in the DOD systems governance laws, regulations, and policies.

Deliverable(s): Financial, logistics, and technical requirements, requirements library management, and other artifacts supporting requirements development, refinement, and management.

4.3.3 Task 3, Subtask 3: Communication/Collaboration (Optional)

Objective: Provide avenues and capitalize on opportunities to communicate and collaborate across financial and transportation experts across JDDE stakeholder organizations relating to the JTMS program.

The Contractor shall assist in developing and maintaining JTMS functional communication with users. This includes keeping users informed of the status of their needs/requirement requests and other activities via government-provided media, as necessary (websites, newsletters, etc.). The Contractor shall schedule, facilitate, and participate in JTMS documentation and functional training across the JDDE. Finally, the Contractor shall attend and assist with the arrangement, organization, and facilitation of requirements-related conferences (e.g., collaboration meetings and workshops). Travel may be required.

Deliverable(s): Communication minutes, training artifacts, conference support.

4.3.4 Task 3, Subtask 4: Business Process Re-engineering Support (Optional)

Objective: Provide JTMS Business Process Re-engineering (BPR) technical expertise support within the USTRANSCOM JTMS team regarding review, development, and approval of BPR artifacts affecting the transportation and financial domains across the JDDE.

The vendor shall facilitate and participate in Business Process Re-engineering efforts to achieve auditability across transportation and financial communities. Additionally, the vendor shall partner with USTRANSCOM and JDDE stakeholder functional communities to revise applicable instructions, regulations, and guidance based on new business processes.

Finally, the vendor shall conduct analysis and advise the JTMS Functional Leads of the relationship of ongoing BPR efforts and the linkages to commercial best practices.

Deliverable(s): Artifacts relating to assigned BPR workload.

4.3.5 Task 3, Subtask 5: JTMS External Functional Support

Objective: Provide JTMS Business Process Re-engineering (BPR) technical expertise support for JTMS stakeholders across the Air Force, Army, Navy, Marine Corps, Coast Guard, DLA, DCMA, and DFAS regarding attendance of meetings, partnering with JTMS stakeholders to support the review, development, and approval of JTMS artifacts affecting the transportation and financial domains across the JDDE.

The vendor shall facilitate and participate in various architecture, Business Process Re-engineering, system engineering, and training efforts to achieve auditability across transportation and financial communities. This includes representing the stakeholders on things like revision of applicable instructions, regulations, and guidance required for the JTMS implementation.

Deliverable(s): Artifacts relating to assigned BPR workload.

4.3.6 Task 3, Subtask 6: Audit Readiness Support

Objective: Assist with designing, implementing, documenting, performing, and testing internal controls to ensure that the JTMS will meet applicable financial audit regulations and standards while enhancing efficiency and effectiveness of transportation and financial processes with leading practices across the Department of Defense.

The contractor shall:

Develop plans and recommendations for demonstrating the JTMS meets applicable financial audit and accounting regulations and standards, including but not limited to the Statement on Standards for Attestation Engagements 18 (SSAE-18), Federal Information System Controls Audit Manual (FISCAM), and the Federal Financial Management Improvement Act of 1996 (FFMIA).

Develop or assist in developing internal control documentation for applicable general and application controls, including Complimentary User Entity Controls (CUECs).

Support testing of internal controls conducted by Independent Public Accountants and any DoD entities impacted by the JTMS.

Assist in the development of corrective action plans as findings and deficiencies are discovered and identification of root causes as well as assist in the remediation efforts of existing Notices of Findings and Recommendations (NFRs) related to transportation and financial processes.

Perform internal controls as needed, such as but not limited to system access and role reviews, review of system logs, transaction walk-throughs, etc.

Collaborate with the system integrator contractors and government personnel to ensure required internal controls have been appropriately designed and implemented and are functioning as intended.

Liaison as directed by the Government with key stakeholders involved in, partnering with, or providing oversight to the JTMS program as required.

Assist in responding to audit-related inquiries from JTMS customers, partners, and other stakeholders.

Deliverable(s): Audit support plans and other artifacts supporting audit readiness.

4.4 TASK 4: ARCHITECTURE AND INTEGRATION SUPPORT

Objective: Provide support with documenting JTMS architecture using the DoD Enterprise Architecture Framework (DODAF) across the JDDE including required interconnections with mission partner systems.

This task provides Enterprise Architecture (EA) support to document the JTMS as-is and to-be architecture efforts using the DODAF. The EA support will also, as required, capture mission partner information relevant to document the JDDE processes and systems. This includes the information and technology assets necessary to perform the mission and the transitional processes for implementing new technologies. The EA shall be expressed in compliance with DoD CIO guidance (e.g., DODAF) and include base, target, and sequencing plans. Integration captures those efforts required to capture, document, and establish interfaces with mission partners.

4.4.1 Task 4, Subtask 1: Integration and Data Support (Optional)

Objective: Provide technical support relating to system integration and data integration internal to and across JTMS and mission partner systems.

From a systems integration and data perspective, the Contractor shall assist with data mapping across the JTMS application and application interfaces as well as with the technical review of delivered documentation to verify technical content. In addition, the Contractor will assist with management of data and recommending data updates / changes, procedural updates regarding backend updates while coordinating data updates, and corrections with government personnel. The Contractor shall determine expected results and propose appropriate data revision(s) to the government. The Contractor shall coordinate the implementation of data change(s) and inform the customer of the action(s) taken. The Contractor shall provide the government feedback on potential discrepancies, to include database omissions, with source data through feedback to source authority. The Contractor shall partner to correct system data found to be incomplete or in error and query databases to determine status of customer’s data.

Additionally, the Contractor may need to interface with IT engineers to resolve program specific data quality issues and provide engineering support to the program’s interface management. Additionally, the Contractor shall assist with developing/maintaining scripts used in the process of modifying, verifying, validating, and loading large scale data changes.

The contractor shall provide support with technical data calls for all IT systems impacted by JTMS. Finally, the Contractor shall analyze, and repair data-related Help Desk Tickets (HDTs) escalated to the Contractor’s support in accordance with (IAW) the Government provided Standard Operating Procedure. The Contractor shall provide repair and/or estimated time of correction of data related HDTs NLT the end of the next business day following escalation.

Deliverable(s): Technical artifacts relating to system and data integration such as position papers, technical specifications, logical and physical data models, data schemas, and physical design specifications.

4.4.2 Task 4, Subtask 2: Enterprise Architecture (Optional)

O…