Attachment 1 - RD PMS AAS PWS DRAFT 04 Nov 2024.pdf

DRAFT

SOURCE SELECTION SENSITIVE

PREDECISIONSAL WORKING PAPER

Program Management Support (PMS)

Performance Work Statement (PWS)

1.0 OBJECTIVE

The objective of this requirement is to acquire PMS Advisory & Assistance Support (A&AS) for the Defense Threat Reduction Agency (DTRA) in support of the Research and Development (RD) Directorate which requires programmatic, financial and policy expertise across the chemical, biological, radiological, nuclear and high-yield explosives (CBRNE) spectrum and in the countering weapons of mass destruction (CWMD) mission space.

2.0 BACKGROUND

As both a Defense Agency and Combat Support Agency, DTRA’s mission is to provide cross-cutting solutions to enable the Departmenr of Defesne (DoD), United Stated (US) Government, and international partners to: 1) deter strategic attacks against the US and its allies, 2) prevent, reduce, and counter weapons of mass destruction (WMD) and emerging threats, and 3) prevail against weapons of mass destruction (WMD)-armed adversaries in crisis and conflict. DTRA RD’s mission is to provide science, technology and capability development investments that maintain the U.S. military’s technological superiority in countering WMD and emerging threats; mitigate the risks of technical surprise; and respond to the warfighter’s urgent technical requirements. DTRA RD is the focal point for research, development, test, and evaluation (RDT&E) relevant to this mission domain of CWMD which flows across the CBRNE spectrum. This specialized mission space and highly scientific and technical spectrum requires programmatic expertise, not only in the portfolio/program/project/acquisition expertise arena, but also in the background and expertise to immediately apply these management skills to RD’s scientific and technical (S&T) management issues and responsibilities. Following guidance and operational concepts of senior DoD officials, RD provides expertise across the full range of the CBRNE spectrum and CWMD mission domain technologies to encompass understanding, detection, identification, characterization, denial, control, disabling, defeating, disposing, safeguarding the force, managing consequences, and test and evaluation in support of military and civilian operations.

RD’s activities include all possible RDT&E funding and management activities and tasks from 6.1 to 6.5 funding. However, RD’s RDT&E activities mainly focus on basic research through advanced component development and prototypes. RD’s activities beyond the advanced component development and prototype activities include system development and demonstration activities such as the Nuclear Arms Control Technologies (NACT) and other programs. In addition, RD directs and manages the Joint Science and Technology Office (JSTO) component of DoD’s Chemical and Biological Defense Program (CBDP), along with engaging in operational activities that are complementary to its R&D activities in order to support Combatant Commands (CCMD) and customer requirements. Examples of these operational activities include Technical Reachback, various counter-WMD activities, and

NACT operations and maintenance of Comprehensive Nuclear Test Ban Treaty (CTBT) operation and maintenance (O&M) of CTBT internal monitoring stations, which use O&M funding. RD’s portfolio includes integration of technologies, Advanced Technology Demonstrations (ATDs), Joint Capabilities Technology Demonstrations (JCTDs), small business innovative research (SBIR), CCMD engagement, Service support, Service support of Joint Urgent Operational Needs (JUON) and Joint Emerging Operational Needs (JEON) tasks, and international collaborative efforts. Rapid development and demonstration of specialized CWMD mission capabilities, to include their end-to-end support planning and activities, may also occur.

RD is DTRA’s lead in evaluating the potential for integration and/or synergy effects from all DTRA RDT&E activities among multiple Directorates. RD provides RDT&E, ranging from basic research through demonstration and validation; providing unique testing and evaluation facilities; rapid and deliberate capability delivery; and inter-organizational cooperation to counter, combat, protect and mitigate against WMD threats. RD performs all technical, managerial and staff functions required to plan, program, budget, and execute a comprehensive and integrated research and development program, to implement fiscal actions to meet DoD, CCMD and Service requirements and to support planning and programming actions for the DTRA Director. Performing this mission requires coordinating and managing extensive and complex RDT&E activities performed by, DoD and National Laboratories, industry, academia, Services, other Government agencies, and foreign Governments.

DTRA enables US Special Operations Command (USSOCOM), as the Unified Command CWMD Coordinator, the DoD, the U.S. Government, and International Partners to counter and deter WMD.

3.0 APPLICABLE DOCUMENTS

DTRA Director’s Strategic Intent 2022-2027, February 2024 DTRA Strategy of Research, Development, Testing, and Evaluation, October 2022

4.0 SCOPE

The RD organization has a far-ranging scope in the types of roles, missions, functions, operations, and tasks it supports. This acquisition requires dedicated and unbiased A&AS support to act as a “trusted agent” for the agency both internally and externally in the course of daily execution of specified and implied missions. This requires close coordination within RD to effectively execute its programs, as well as across the agency’s Directorates. RD efforts are generally organized within five departments:

• Chemical and Biological Technologies (RD-CB)

• Counter WMD Technologies (RD-CX)

• Nuclear Technologies (RD-NT)

• Operations(RD-OP)

• Test and Assessment(RD-TS) The Program Support A&AS contractor, hereafter referred to as the contractor, will work closely with the S&T Support (STS) A&AS contractor as an associate contractor. Any question or issue regarding interaction with the STS A&AS contractor should be brought to the attention of the contracting officer.

There is a planned minimum 120-day transition phase from contract award to program activity start date on TBD 2026.

4.1 DISCIPLINES

The contractor shall provide personnel possessing the following disciplines, with appropriate security clearances to allow application of those disciplines:

Program Management (PM): Program Analysis, Technical Program/Project Management, Systems Analysis, Acquisition Analysis/Support, Project Control Analysis, Project Planning, Tasker Coordination/Management, Strategic Planning, Strategic Communications, Technical Writing, Requirements Management

Technical Program/Project Management requires both program management/acquisition analysis/support expertise along with specific DTRA RD Directorate mission space expertise either through education or expertise. RD Directorate mission expertise includes either knowledge in the required CBRNE spectrum or mission/operational expertise in the required the CWMD mission space.

Financial Management (FM) Support: Financial Analysis, Budget Analysis, DoD Planning, Programming, Budget and Execution (PPBE) Preparation, and Cost Analysis

Policy Support: CWMD policy; US Government (USG), DoD and DTRA standards, doctrine, policies and procedures; multi-agency security responses and coordination.

4.2 PLACE OF PERFORRMANCE

The government will contractually provide office space for (to be determined (TBD)) positions where performance is located at Ft. Belvoir or the National Capitol Region. The table below provides the number of contractual office space allocations by location and provides the historical number of personnel per department.

Table TBD.

Remote support from another location, temporary duty travel, or other means may be required occasionally for (but not limited to) Dugway Proving Ground, Utah; White Sands Missile Range, New Mexico; the Nevada National Security Site, Nevada; Yuma Proving Grounds, Arizona and Naval Air Warfare Center – Weapons Division China Lake, California.

Contractor staffs using Government provided office spaces shall support security activities in DTRA workspaces, if directed by the Contracting Officer’s Representative (COR), as per DTRA security standard operating procedures.

5.0 TASKS

The contractor shall provide personnel with the necessary programmatic, financial, and policy expertise. In addition, these personnel shall have the technical/operational expertise/background in their assigned CBRNE/WMD mission domain as required to fulfill their assigned duties. The contractor shall perform as an associate contractor to the STS A&AS contractor, who shall be in an associate contractor role to the PMS A&AS contractor via an Associate Contractor Agreement (ACA). The contractor shall work closely with the STS A&AS contractor to ensure all S&T analyses, studies, reviews, requirements, etc., are correctly captured and tracked in the performance of their assigned tasks. The contractor shall perform the RD programmatic, financial and policy activities described below for all the organizations, departments and divisions within the RD Directorate:

5.1 Transition Support:

The contractor shall ensure a smooth transition of support services with no degradation in capabilities during transition. Transition shall begin immediately at time of award. PWS requirements shall be available and ready at TBD 2026 in accordance with timelines established in the Management Plan and the requirements within this PWS. The Management Plan, covering transition, and its execution shall ensure that all required PWS timelines and requirements are met.

• Execute the approved (Incoming) Management plan to ensure all PWS requirements are available and ready on TBD 2026. Any changes to this baseline during the transition phase must be approved by the RD COR.

• Develop a Transition-Out Plan for transitioning and delivering all material and information from this contract to the Government. The plan shall identify all Government Furnished and contractor Furnished Material (GFM/CFM) as well as information and tools developed during the contract that was used in the execution of this contract. A draft plan shall be submitted for Government approval 120 calendar days after notification that the government is not exercising an option and letting the contract expire or 120 days before the end of the contract after all options have been exercised. Upon incorporation of comments and Government acceptance, the contractor shall follow the plan to transfer all material, information, and rights thereto to the Government.

• The contractor shall facilitate and conduct transition-out activities. The contractor shall prepare a final Technical Report documenting the status of all ongoing efforts and projects, including a Smart Book/Turnover Binder containing copies of all plans, policies, procedures, points of contact, and other information required by the Government. A draft of the Technical Report is due NLT 120 calendar days prior to the end of the initial period of performance (Base Period) and an update NLT 120 days prior to the end of each Option Year. The contractor shall provide full cooperation to providing necessary operational knowledge transfer to the in-coming contractor. All documentation must be provided to Government personnel. Transition out shall include the following types of services:

o Project management processes, o Points of contact, o Location of technical and project management documentation, o Status of ongoing technical initiatives, o Contractor to contractor coordination with Government oversight to ensure a seamless transition, o Transition of key personnel functions and information, o Identify schedules and milestones, o Identify actions required of the Government, and o Establish and maintain effective communication with the incoming and contractor/Government personnel for the period of the transition via weekly status meetings.

5.2 Portfolio/Programmatic Management Support: The contractor shall provide portfolio/programmatic management support, to include financial and policy personnel expertise as defined in PWS 4.1, to fulfill these tasks, to the RD Directorate. The portfolio/programmatic management and policy personnel shall also include the technical/operational expertise/background for the specific mission domain (CBRNE and CWMD) required to complete the tasks in a timely and quality fashion. As required to execute these tasks, the contractor shall provide software tools and capabilities to support these tasks, to include any source code, installation packages, licenses or other technical documentation required to use or maintain these support tools. The tasks include:

5.2.1 Portfolio/Programmatic Management: The contractor shall provide portfolio management support for the planning, integration and implementation of an integrated research and development portfolio/program which meet DoD fiscal requirements, to include:

• Protect classified information, including Originator Controlled (ORCON), Alternative or Compensatory Control Measure (ACCM), and special access programs (SAP); develop and review security classification guides for new RD programs.

• Provide programmatic and technical domain support (CBRNE and CWMD) to the RD Directorate, Departments and Divisions, to ensure all programmatic and portfolio management activities are supported at the Directorate, Front Office, Department, Division and program levels to include the following activities.

• Work closely with the STS A&AS contractor to ensure all required technical integration plans and execution data are fully integrated into all required programmatic document to include logical, defendable and executable plans.

• Maintain the RD portfolio/programmatic workforce and conduct strategic workforce planning.

The resulting workforce shall include an optimum mix of recognized experts, highly qualified policy developers, strategic planners, program managers, program analysts, budget and financial analysts, and certified acquisition professionals. Certification sources shall include the Defense Acquisition University, Project Management Institute (PMI), and select universities/colleges.

• Maintain status and tracking of Portfolio/program governance, to include the structure, process and procedures to control operations and changes to performance objectives, along with metrics to indicate the health and progress of the program

• Align, verify and validate portfolio/program, ensuring adherence to standards and alignment with the RD Directorate and DTRA strategic vision, goals and objectives

• Ensure that each component part of the portfolio/program is properly integrated to meet DoD and DTRA level requirements. Activities include the review, analysis, and assessment of RD portfolios/programs to identify and recommend integration and synergy opportunities within both the RD Directorate and across the DTRA-wide portfolios.

• Support management and allocation of resources required for portfolio/program resources, to include infrastructure, hardware, software, personnel, and budgets.

• Ensure accountability and technical/program reviews of portfolio/programs are planned, coordinated, executed and documented to demonstrate status and tracking of portfolio/program government; alignment to strategic visions, goals and objectives; adherence to standards;

component integration meets higher level requirements; and management and allocation of resources.

• Review and assess the National Defense Strategy, Office of the Secretary of Defense policy and guidance, Joint Capabilities Integration and Development System (JSCIDS) products, and other guidance documents to identify potential integration and synergy opportunities with potential positive impact on DTRA’s mission and resources.

• Support RD Directorate export activities and actions for DoD-owned software tools, supporting technical documents, and training material. Assist DTRA’s technical representative with coordination with foreign Governments and DTRA liaison offices for export activities, as required. Tools are related to, but not limited to, nuclear survivability, nuclear materials detection, nuclear effects mitigation, nuclear forensics technical information, non-nuclear weapons effects, and Vulnerability Assessment Protection Option (VAPO) or customer-developed tools to foreign defense organizations pursuant to project agreements, new foreign military sales (FMS), and existing FMS with multiple-year support clauses. Anticipated countries for export include North Atlantic Treaty Organization (NATO) countries, Singapore, Israel and others.

• Provide knowledge management administrative support to the department to ensure easy accessibility and availability of information and data.

• Support, track and manage activities supporting RD technical integration within RD, DTRA, the Intelligence Community (IC), DoD, and other parts of the Federal Government, and the larger CBRNE, and CWMD communities that would benefit from integration with RD’s programs and provide synergies; and recommend appropriate coordinating and integrating actions (all departments).

• Provide portfolio, programmatic and logistical support for planning, implementing, and evaluating CBRNE and CWMD program activities, to include SAPs, or ACCM programs, Special Technical Operations (STO) and sensitive Information Operations (IO) initiatives in support of CCMDs, Joint Task Forces, DoD elements, and other non-DoD Government agencies which may include, but are not limited to, tasks and inquiries, preparation of budget and fiscal execution information and program reports, and conduct and reporting of meetings, conferences, and working group activities. These activities shall include o Reviewing portfolio/program technical, cost, and schedule data and assess adequacy of performance for meeting program objectives, including metrics. Where earned value management is applicable to specific RD programs or projects, review and assess adequacy of performance for earned value management.

o Identifying shortfalls and potential corrective actions to achieve portfolio/program objectives. Upon Government approval, the contractor shall implement or assist with implementation of approved corrective actions.

o Developing or assisting RD in developing processes and setting standards for the review and assessment of program performance o Strategic briefings that depict objective, goals, accomplishments, and/or budget plans for various programs and projects.

o Materials for presentation to senior officials in DoD, other executive branch agencies, Congress and congressional staff, other Government (domestic or foreign) officials as needed, professional symposia, and other audiences.

o Management documents, including monthly status reports, statements of work, yearly financial obligation plans, yearly financial execution status, and other requests as they occur.

o Formatting materials to comply with existing templates, if available. Where existing templates are not available, the contractor shall propose material in an appropriate template and submit to the Government for approval. Upon approval, the contractor shall format materials in the approved template.

o Quality control to ensure all materials submitted meet quality requirements.

o Archiving of materials. The contractor shall create and maintain an electronic archive of all created materials and templates. The archive will be structured to enable electronic retrieval of filed materials minimizing search parameters and key strokes.

o Communicating and distributing materials. The contractor shall communicate critical administration, DoD, DTRA, and RD issues; make current senior leadership presentations available; distribute materials and selected DoD materials for situational awareness as appropriate, ensuring any materials are appropriately marked and approved for release.

• CBDP Support: The contractor shall provide expertise that enables end-to-end CBDP PPBE System support to the department. The functions include strategic planning, program integration, external collaboration, and portfolio governance. Within this task, the contractor shall:

o Assist in formulating CBDP and DTRA strategic issues and alignment through participation in CBDP enterprise strategic planning and coordination activities, via Joint Program Executive Office (JPEO) liaison functions, Joint Lifecycle Management Reviews (JLCMRs), and transition reporting to the CBDP Overarching Integrated Product Team

(OIPT)

o Assisting in RD-CB’s mandatory compliance reporting, e.g., Annual Report to Congress o Providing expertise with experience in CBDP DoD Service Lab Strategic Engagements to support DoD Lab commander-director reviews, Joint Science and Technology Office (JSTO) Strategic Plans, and integration/road- mapping with the JPEO-CBD 30-Year Plan, and the Program Strategy Guidance (PSG).

o Provide support to CBDP laboratory infrastructure budgeting and execution monitoring

5.2.2 Portfolio/Program Analysis: The contractor shall provide portfolio/program analysis support to optimize the portfolio/program, focusing on improving the portfolio/program’s performance while reducing resource usage along with ensuring the program meets developmental and operational requirements, objectives and goals.

5.2.3 Systems Analysis: The contractor shall provide systems analysis support to continuously identify and improve existing processes, procedures, and activities to identify improvements for efficiency, effectiveness and synergy/synthesis opportunities. Included tasks are:

• Identify and make recommendations for improvements/innovations to portfolio/program critical functions, processes, procedures and activities to ensure that system processes, procedures and activities accomplish required objectives to meet DTRA and DoD mission objectives rapidly.

This activity includes supporting Government Furnished Equipment (GFE) Tracking, Financial Management, Internal/External Engagement tracking, Senior Leadership Engagement tracking, Acquisition Strategy planning and execution, Training, Security and other processes, procedures and activities that the RD Directorate interfaces with. Included in these activities, the contractor shall:

o Support planning for biannual RD climate surveys, as required. Support Analyze survey result analysis, as directed by the COR, and assist RD managers at all levels in developing and implementing action plans to address identified problems.

• Assess prioritization of initiatives and activities to improve effectiveness, and development of Agency, directorate, and portfolio mission-essential tasks (METs).

• Document and assess overall portfolio/program quality, to include analysis, support, and development of decision-making processes and policies; provide recommendations for improvement or innovative new processes, including financial expertise to ensure clear visibility through synthesizing and incorporating project-level obligations and making the information transparent and comprehensible; review overall program technical, cost, and schedule data to assess performance against program objectives; identify shortfalls and potential corrective actions and provide recognized senior subject matter experts and consultants to conduct studies, reviews, or assessments.

• Support continuous evaluation of RD initiatives by providing early and continuing coordinated assessments of system performance and potential, to include producing technical analyses of RD initiative assessments; develop, write and support the execution of RD Initiative Evaluations plans and documents.

5.2.4 Requirements Management: The contractor shall provide RD with requirements management support across the RD Directorate portfolio and programs during the research, development and operational phases, tracking capability requirements analyses and assessments status, decisions, issues and execution, to include:

• Manage the most critical CBRNE/CWMD technology capabilities, initiatives, and gaps for requirements documentation. Additionally, the contractor shall work closely with the STS A&AS contractor to document and maintain the scientific and technical analyses of the critical technology capabilities, initiatives and gaps in the requirements documentation

• Monitor ongoing requirements documentation efforts across the DoD (via the Knowledge Management Decision Support (KM/DS)) ensuring RD’s interests are incorporated into relevant requirements documents.

• Provide RD leadership with process or program support tools, to include any source, installation packages, licenses or other technical documentation required to support tools, to make informed, strategic decisions regarding the development and influence of ongoing requirements documentation across the DoD.

• Provide commanders with an understanding of which CBRNE andCWMD technology enablers are necessary to meet threat and geographic challenges supporting specific missions in collaboration with the STS contractor, as required.

• Maintain a database to track technology or disruptive capabilities, initiatives, requirements, requirements analyses, and gaps identified and/or analyzed by the STS A&AS contractor.

• Prepare staff and publish all Requirements management meeting documents and minutes.

• As requested by RD and Joint Staff (JS) leadership, in conjunction with STS A&AS contractor support, manage the analysis of consequences from Joint Force programmatic decisions in light of enduring CWMD threat and disruptive technology capability areas.

• Support the development of issue papers initiated by RD and provide response support to issue papers issued by external organizations, as required.

• Perform stakeholder engagement and develop a shaping strategy to most effectively influence stakeholders from the JS, Joint Requirements Oversight Council (JROC), Services, and Office of the Secretary of Defense (OSD) Cost Assessment and Program Evaluation (CAPE) and other DoD representatives as they pertain to CWMDthreat capabilities, to include the annual Joint Force CWMD threat portfolio submissions with recommendations (via issue paper) and the Assistant Secretary of Defense for Research and Engineering (ASD(R&E)) S&T Plan to enable RD to influence the annual DoD CWMD threat portfolio assessment process.

• Enhance operational utility of the RD portfolios through proactive engagement in operational events.

• Facilitate rapid creation, assessment, and transition of new Concept of Operations (CONOPS), Concept of Employment (CONEMP) Tactics, Techniques and Procedures (TTP), and military utility assessments of novel technology. Continue engagements with the DTRA Liaison Officers (LNOs) to the CCMDs, Fort Leonard Wood (FLW), U.S. Army Medical Department (AMEDD), and the Maneuver Support Center of Excellence (MSCoE).

• Assist with planning, coordinating, executing, and reporting Joint Intelligence Preparation of the Operational Environment (JIPOE) activities.

5.2.5 Acquisition Support: The contractor shall assist RD in the management and execution of the RD acquisition processes and activities, ensuring that the acquisition processes are efficient and effective as implemented and that the activities and status can be tracked and managed. Activities under this include:

5.2.5.1 Rapid Acquisition Process Improvement Support: The contractor shall assist RD in the management of a rapid and agile threat-based acquisition program with the ability to anticipate and understand gaps then identify and deliver rapid solutions. As required, the rapid acquisition process shall be capable of initiating, accelerating, drafting, and delivering urgent (between zero and two years) designated threat solutions, such as counter improved needs, as requested by the CCMDs. The intent is to immediately act on CCMD urgent needs to counter disruptive technologies within a two year timeframe by accelerating experimental development -- ‘concept-to-prototype.’ This enables a warm start on addressing critical emerging requirements, between two and five years, and influences counter-threat capabilities development efforts in the greater than five year range through coordination with Service Science and Technology organizations, Defense Advanced Research Projects Agency (DARPA), National Labs, Academia, Partner Nations, and Industry. These activities shall include, but not limited to the following:

• Propose enhancements and maintain the concepts, process and procedures associated with RD's rapid acquisition process, focused on rapidly acquiring CWMD solutions.

• Prepare updates to the rapid acquisition process in response to changes in organizational structure and mission, operational and emerging needs, constraints due to regulations and funding availability, and other changes linked to RD and external processes.

• Participate and coordinate in process adoption activities including, but not limited to, the preparation ion of road shows, brown bag presentations, desk-side training, and communications and other change management materials.

• Draft practices and curriculum for users, from introductory through advanced, of the rapid acquisition process for both new and existing training material.

• Track the status and impact of these improvements across the RD Directorate.

5.2.5.2 Acquisition Strategy Execution: The contractor shall track, manage and provide assistance with the execution of the Initial Strategy Sessions (ISS) and Acquisition Strategy Reviews (ASR) for the RD Directorate, to include reviewing submitted documents for completeness and accuracy and working with Project Officers to improve submitted documents in accordance with DTRA and DoD acquisition strategy processes and guidelines. The tracking mechanism will be available for all users and will track the scheduling and status of ISS/ASRs and ISS/ASR packages. Assist in drafting ISS/ASR meeting minutes with actions required, and assist in coordinating with DTRA Contracts Office to ensure timely receipt of approved packages. Assist with obtaining signatures on ISS/ASR packages from project officers, program managers and contracting officials.

5.2.5.3 Acquisition Strategy Expertise Support. The contractor shall provide expertise to support contracts and acquisitions; assist in market research, Statement of Objectives (SOO)/Statement of Work (SOW)/PWS development, review and maturation; proposal evaluation support, as required;

proposed program cost analysis and development; analyze relevant guidance and customer requirements, and develop potential courses of action for the programmatic and technical requirements across the RD Directorate’s portfolio, program and projects.

5.2.6 Project Management Support: The contractor shall provide project management in support of initiating, planning, executing, controlling and closing out the project activities to achieve the project goals within the specified time, performance and cost criteria. Activities include:

• Project requirements/budget planning based on portfolio/program requirements analysis activities

• Project acquisition strategy documentation development/acquisition strategy approval activities

• Project execution, to include required project management, documentation, status and tracking, development, integration, test and transition

• Project monitoring and control, to ensure issues and problems are identified and resolved quickly.

• Project Close-out activities

5.2.7 Project Planning: The contractor shall assist DTRA’s technical representative and advisor to the Assistant Secretary of Defense for Nuclear, Chemical, and Biological Defense (ASD (NCB)) programs to analyze, assess, review, and recommend changes to national and DoD policies and programs to implement the DoD CWMD strategy, to include supporting senior review committees.

5.2.8 Strategic Planning and Communications: The contractor shall perform critical strategic planning and communications functions in support of a coordinated, integrated strategic planning and communication effort focused on external engagements, outreach and communication of RD Directorate vision, goals, objectives, and activities. These strategic planning and communication activities will be coordinated with the DTRA Public Affairs/Strategic Office, as required. The contractor shall perform the following activities in support of this effort:

• Provide support for strategic planning, and strategic communication in support of RD. Within this task, the contractor shall:

o Analyze relevant guidance and customer requirements; develop potential courses of action;

assist in developing vision, goals, and objectives for RD and its individual components;

coordinate and integrate strategies, goals, and priorities with OSD, DTRA, RD, and other strategic partners.

o Assist in development and review of strategic communication messages, linking high-level vision to executable operational priorities. Strategy development must align with the RD Management Structure.

o Assist in formulating, coordinating, revising, editing, and producing briefings, reports, and other communications for presentation to officials in DoD, executive branch agencies, professional symposia, academia, industry, and international partners and organizations.

o Provide technical, administrative, and logistical support for planning, implementing, and evaluating program activities, including responses to taskers and inquiries; preparation for meetings, including hosting, provision of read-ahead materials, facilitation, agenda development, and note taking; preparation of budget and financial execution information, program reports, and tracking tasks; and conduct and report on meetings and working groups, including strategic management reviews, technology quarterly reviews, liaison meetings with the JPEO and other stakeholders and other external stakeholders for RD, and Deputy Staff meetings, as required.

o Assist in developing memoranda of understanding/agreement with DoD and Federal laboratories, other Government agencies, and international partners and organizations.

• Support strategic planning and technical oversight for RD, including off sites, strategic and technical program reviews and strategic initiatives. Additional activities include:

o Provide support to review, analyze, and assess RD and Agency programs; to identify and recommend integration, synthesis, and synergy opportunities within RD and across all portfolios; and to plan, integrate, and execute a comprehensive and integrated S&T program.

o Identify strategic objectives for RD consistent with Agency vision, goals, and objectives.

The contractor shall continually evaluate the national security strategic environment and recommend changes in vision, goals, and objectives. Analyze relevant Administration / DoD guidance and customer requirements.

• With support from the RD Directorate Requirements Office, identify strategic objectives for RD consistent with Agency vision, goals, and objectives. The contractor shall continually evaluate the national security strategic environment and recommend changes in vision, goals, and objectives.

• Provide expertise to advise and assist in policy and process development, implementation and improvement.

• Link strategic planning with cost and actively integrate into the PPBE process.

• Develop strategic communications and budget/program briefs for RD S&T stakeholders, including the Defense Authorization and Appropriation Committees of Congress.

• Provide support for all external outreach and liaison assistance with CCMDs, Services, OSD NCB, other DoD and Government agencies, foreign allies and partners

• Provide strategic workforce planning expertise, including analysis of DoD workforce priorities and DTRA planning guidance, developing a critical skills inventory, comparing the skill set to current and anticipated project needs, supporting development of the RD workforce investment goals and objectives, and coordination and development of RD’s Strategic Workforce Plan.

• Assist in the development of RD plans for DTRA operational support (RD annexes to DTRA and Combatant Command plans).

• Coordinate S&T engagements with the CCMDs (requirement development, strategic planning, and project) and DTRA OIArea Desks/Regional Working Groups/Liaison Officers with support from the STS A&AS contractor, as required.

5.2.9 Technical Writing: The contractor shall provide technical writing assistance and support to include assistance in preparing and editing briefings and documentation for required document / briefing reviews in accordance with Public Affairs approval review timelines.

• Support project briefing development on technical and management issues in support of RD, the RD departments, portfolios, programs and projects as required by the RD Operations Department briefing approval procedures.

• Provide assistance in preparing and editing meeting minutes from weekly RD and Department level Senior Leader meetings, including an agenda, a list of attendees, and action items.

• Maintain and update static and wall display boards of CWMD, programs and activities used to support conferences or workshops within all RD areas as required in support of Distinguished Visitors, conferences and other publicity events. Security clearance of Top Secret/Senstive Compartmented Information (TS/SCI) eligible is required for one of the technical writers due to the nature of some program meetings.

• Provide assistance in preparing and editing RD hosted various Counter WMD conferences’ or workshops’ briefings and documentation. Provide a full range of products and documents to support RD and Department internal and external policies, processes, and procedures, including briefings, assessments, plans, reports, policy documents, and process documentation.

5.3 Test Support: The contractor shall provide test support and test management support across the RD test programs, activities and events to ensure an integrated, executable test support and management capability for all required tests. Tasks include:

• Support test management activities are tracked, status, maintained, coordinated and receive approval on required test documentation to meet test timelines in accordance with RD test policies and procedures, to include test milestone briefings and action items, and all test documents per test. Track test documentation revision changes until the final approved and signed document is accomplished.

• Support test program management activities, including assisting in development of integrated test requirement plans and test requirements to maintain weapons effect testing capabilities, and supporting test infrastructure improvements for facilities, specialized test equipment, and instrumentation at locations including, but not limited to: Kirtland AFB, the Nevada National Security Site, White Sands Missile Range, and Dugway Proving Ground.

• Provide technical writing/documentation services to include meeting minutes for the following:

o All required Test Review Panels, Milestone 0 – 5 Meetings, Test Planning Working Group

(TPWG), Instrumentation Working Group (IWG) and Science Working Group (SWG), with an expected 25-30 meetings per month in support of program test activities.

o RD Department Test Requirements Meetings, which will be held at least once a year but may be held up to three times a year.

o Draft meeting minutes will be made available for all attendees of these meetings to review within 24 hours of that event. Once inputs are received, final meeting minutes are required within five working days and distributed to all attendees.

• Technical documentation writing/formatting services will also be required for some of the reports, such as Test Requirements Document (TRD), Test Design Document (TDD) and the Test Evaluation Plan (TEP), as stated in the RD Test Support and Procedures Operational Instruction.

• Assist the test planning, coordinating, executing, and reporting to RD’s support to IC activities.

Programmatic support to programs include targeting and IC technology and test, the Hard Target Research and Analysis Center (HTRAC), Counter WMD Analysis Cell (CWAC), and classified special projects.

5.4 Financial Management (FM) Support: The contractor shall provide financial management support ranging from financial analysis, budget analysis, cost analysis, DoD PPBE preparations for a structured, repeatable, reliable financial management capability supporting from the RD Directorate down to the division level and from the portfolio level down to the project level using the approved DoD, DTRA financial management tools (example: Joint Service Chemical Biological Information System (JSCBIS), Spend Plan Management and Reporting Tool (SMART), and Defense Agency Initiative (DAI)). Tasks in this activity include:

• Provide support for overseeing resource management activities, including the programming, planning, budgeting, and execution (PPBE) process and development, preparation, justification, and submission of budget exhibits and requests for resource information. Create and maintain strategic briefings that depict budget plans for programs and projects for use by department managers.

• Provide support for external financial audits, such as CBDP

• Support financial portfolio, program and project integration and execution functions to include:

o Program planning and budgeting activities.

o Program Objective Memorandum (POM), Budget Justification, Office of Management and

Budget (OMB) and Congressional and Senate Staffer Briefs.

o Assist in budget management execution activities including portfolio to project budget formulation, , budget analysis, scheduling, tracking, execution, metrics and systems support, spend plan formation, and budget controls.

o Small Business Innovative Research (SBIR)/Small Business Technology Transfer (STTR) financial planning and execution.

o All external compliance reporting requirements, to include CBDP investment to the OSD SBIR/STTR Office.

5.5 RD S&T Management Support: The contractor shall support RD leadership in the management of the RD S&T Program. This task includes management, tracking and status of DTRA S&T activities with S&T activities in OSD, academia, other Government agencies, laboratories, universities, corporations, international symposia and the Interagency for the CWMD Communities of Interest (COI), along with documentation, tracking and status of development and integration of ASD(R&E) COI activities. Activities included in this effort include:

• Maintain and track activities to provide programmatic support to the management of the S&T portfolio. Assist in outreach, as required, across the Agency, other Government agencies, industry, academia, and international S&T partners to identify programs to use for RD objectives.

• Assistance to manage, track, and report status of basic and applied sciences research programs and the SBIR/STTR programs.

• Track and maintain database of meetings, conferences, and symposia and maintain a professional contact database pertinent to RD’s mission.

o Provide administrative management and programmatic support to the RD and the CBDP

SBIR, Small Business Technology Transfer (STTR) program, Rapid Innovation Fund, and RD Broad Agency Announcement (BAA) programs, to include:

o Compilation and submission of the CBD SBIR Annual Report and Quarterly Reports to the OSD Office of Small Business Programs (OSBP) using the DoD SBIR Submission Tool for preparing and uploading the reports to the DoD SBIR database, as mandated by the OSD OSBP--requires working knowledge of Microsoft Access. Collect necessary CBDP SBIR award and contract documentation (Phase I, Phase II, and Phase III) to accurately populate the Annual Report and Quarterly Report data fields following OSBP format. Correct all report errors and deficiencies identified by the DoD SBIR Data Collaboration team.

Participate in the DoD Data Collaboration Meetings (telephonic or in-person); meeting participants comprise representatives from each DoD SBIR/STTR component; be prepared to discuss updates/issues regarding DoD SBIR data reporting requirements.

o Maintain accurate records and track SBIR and STTR Phase I and Phase II proposal status (selected and not selected), proposal assessments/evaluations written by all Technical Evaluation Team members, and contract administrative data (e.g., award dates, period of performance, funding amounts; option dates, other data as necessary and as required by the OSD OSBP in addition to the CBDP SBIR program manager). These data may be necessary to fulfill additional reporting requirements, address debriefing requests, congressional inquiries, and preparation of presentation materials, etc.

• Facilitate Science & Technology Manager (STM) exposure to relevant operational field experiences, such as the RD initiative, the “Scientist in the Foxhole,” and new initiatives, “Scientist in the Cockpit” and “Scientist at Sea”

5.6 Policy Support: The contractor shall provide RD senior leadership advice and assistance in modifying/developing Federal Government, Food and Drug Administration (FDA), Department of State, DoD (OSD, Services, CCMDs), Department of Energy and other organizations/departments functional and organizational policies and processes that impact DTRA missions to include CBRNE, CEMD, acquisition, import/export control, etc., to improve effectiveness and efficiency.

5.7 Treaty Support: The contractor shall provide treaty support to include:

• Maintaining interfaces with the State Department to facilitate foreign military sales that benefit from RD collaboration. The contractor shall develop and recommend specific coordinating actions.

• Supporting planning, coordinating, executing, and reporting arms control verification program and project activities.

• Assisting in gathering, integrating, and analyzing requirements in support of ratified treaties.

Support coordination activity within DTRA and with the State Department.

5.8 Studies Management: The contractor shall provide quick-reaction studies for a range of policy, mission, and program issues. The contractor shall review, identify, assess, and assist product and continuous process improvement methodologies and techniques, to bring in innovative capabilities and processes to include:

• Maintain sufficient staff trained in decision-making techniques and Lean Six Sigma (LSS) processes to meet customer needs. Be familiar with and obtain expertise on new and emerging analysis techniques, methodologies, and approaches to improve effectiveness of directorate programs.

5.9 Kick-off Meeting: At the Contracting Officer’s (CO) direction, the contractor shall assist in scheduling and coordinating a Kick-Off Meeting within five business days after the contract award at a location approved by the Government.

5.10 Programmatic Support Document Reporting

5.10.1 The contractor shall report on and deliver quality, structured, timely programmatic support documentation, to include:

• Programmatic Support Monthly Status Report (MSR): The contractor shall develop and deliver a MSR. The MSR shall provide the following information, at a minimum:

o Work accomplished during the reporting period, including specific discussions of each of the goals and objectives projected for the reporting period in the previous MSR.

o Travel costs previously projected for the month, actual travel costs for the month, planned travel costs for the following month, and referenced Trip Reports for travel completed during the reporting period.

o Total number of standard hours worked, the number of hours worked by task, the number of hours worked beyond a forty hour work week, overtime costs for the month, and a copy of the overtime authorization by the COR.

o Cost Performance Reports.

o Cost Funds Status Report.

o Program issues, risks, and mitigation plans.

o Work (goals and objectives) projected for the next reporting period.

o A personnel roster of individuals required for performance of the contract, whether each is a

Full Time Equivalent (FTE) or a fraction of an FTE, and whether each requires physical access to the RD facilities.

o List of deliverables provided (identify by title, deliverable number, date of approval, and network location). If classified deliverable, the contractor shall develop a numbering/identification scheme

• PMS Program Management Plan (PMP): The contractor shall prepare and update a Programmatic Support PMP. This plan shall be submitted to the COR for review and approval.

The PMP shall be updated as needed and include the following information:

o Change log o The technical and management approach for the directorate, departments and organizations o Standards followed o Overall work breakdown structure (WBS) and associated responsibilities and partnerships between Government organizations based on proposed approach o The contractor’s Quality Control Plan (QCP) o An organization conflicts of interest (OCI) Mitigation Plan, to be updated as needed.

• Assist in CBDP mandatory reporting documents that include:

o Annual CBDP special project report o Annual CB input to RD BPR (Program Build) and quarterly program management reviews o Annual biloical weapons convention/chemical weapons convention reporting o Biannual Reporting of Dual Use Research of Concern (DURC)

5.11 SURGE WORK IN SUPPORT OF RD DEPARTMENTS RDT&E

The contractor shall rapidly respond (within 30 days’ notice) to anticipate emerging developmental technologies or operational mission requirements by providing requested programmatic, policy and financial management support across the spectrum of RD’s CBRNE WMD responsibilities. The nature of this work falls within the tasks under PWS 5.0.

5.12 SURGE WORK IN SUPPORT OF RD-CB THREATS TECHNOLOGIES RDT&E

The contractor shall rapidly respond (within 30 days’ notice) to anticipate emerging developmental technologies or operational and mission requirements by providing requested programmatic, policy and financial management support across the spectrum of…