Attachment 1 - SOW final.docx

Statement of Work Program and Project Management Training in support of Water Front Operations (Code 300)

1.0 INTRODUCTION South West Regional Maintenance Command, Water Front Operations Department (Code 300), is acquiring program and project management training services to support the needs of the SWRMC acquisition work force. Prospective students represent a wide range of technical experience and education, and all are, or are designated to be, managers of acquisition programs or projects within SWRMC

1.1 Scope. The contractor shall provide training based on the Project management Body of Knowledge (PMBOK) process groups and activities, shall incorporate SWRMC’s organizational process assets, and shall include a combination of podium-based instruction, facilitated discussions, team-based exercises, case studies of SWRMC projects, and computer simulation.

1.2 Background. SWRMC Program and Project Management, Code 300, provides the framework for the Team SWRMC workforce to successfully deliver products and services that meet the requirements, on-time and within budget. This framework includes personnel development guidance, processes, and tools for the consistent and efficient execution of programs and projects. Code 300 is responsible for providing the SWRMC acquisition workforce with the training necessary to successfully manage a project throughout its Project Lifecycle (PLC).

2.0 REFERENCE DOCUMENTS

In the event of a conflict between the text of this Statement of Work (SOW) and the documents(s) cited herein, the text of this SOW shall take precedence. Nothing in the document or in this SOW, however, shall supersede applicable laws and regulations, unless exemption has been obtained. The following documents are for reference only, except where invoked for a specific section of the document.

Unless otherwise stipulated, the applicable versions shall be the versions identified in Table 1.

Table 1 – Reference Documents

3.0 TECHNICAL REQUIREMENTS

3.1 General Requirements. The contractor shall present (5) Courses of Instruction (COIs) that include the following requirements applicable to all COIs:

3.1.1 All COI Trainers/Instructors shall be Project Management Institute (PMI) certified with a minimum of ten (10) years of experience managing projects, preferably in the Government sector.

3.1.2 All COIs shall be based on the Project Management Body of Knowledge (PMBOK) (current version) 5th or 6th ed?.

3.1.3 All COI’s shall be relevant to internationally recognized and accepted project management standards (ref a.), and shall be tailored to incorporate concepts noted in those standards to SWRMC’s defined project management architecture, assets and processes (ref. b and c.).

3.1.4 All COI’s shall use a combination of first-person instruction and group facilitation to reinforced individual and team-based learning. All COIs shall include in-class practical assignments or case studies to reinforce the concepts presented in the COI and shall be interactive and hands-on. All COIs shall provide sufficient training materials, e.g., easels, flip charts, marking pens, masking tape, self-stick notes, etc. to support the maximum number of students identified. In addition, all COIs shall be presented in a Government-provided classroom environment, on a schedule provided by the Government.

3.1.5 Course #1, Project Management Foundations Course (PMFC) COI (3.2.2), and Course #5, Advanced Project Management Course (APMC) (3.2.6), require a dynamic Computer Simulation as follows:

3.1.5.1 The contractor shall provide a computer simulation environment that will supplement the COI by enabling student’s project teams to input instructor-provided data and team-based decisions with respect to the project management simulation assignments. The simulation environment will present the student teams with unplanned variables, which will require resolution before the simulated project can be completed. Each variable presented will offer a range of potential solutions, the full impact of which will be unknown until a solution is chosen and implemented. The project simulation software shall provide accurate, time-based feedback that reflects how each student team’s decisions impact the cost, schedule and performance of the in-class simulated management projects relevant to the COI presented.

3.1.5.2 The contractor shall provide a minimum of four (4) computer simulations systems (computer, display, keyboard, mouse, project simulation software; printer and necessary cabling) for in-classroom support of the COI. Each computer system shall support a minimum of four (4) students.

3.1.5.3 Prior to each class event, the contractor shall deliver, install, test, and operate the computer simulation systems in the Government provided classroom. The computer simulation systems shall not be connected to existing SWRMC (NMCI) or Government networks.

3.1.5.4 Following completion of each class, the contractor shall remove the computer simulation systems at the end of the final class day.

3.1.5.5 The contractor shall provide computer simulation scenarios for execution of a project that will stress all areas of Project management, from project inception through close out, and cover each of the five PMBOK process groups. The scenario will exercise a team approach to flex the student team’s ability to execute all phases and activities of basic project management, including Initiation, Planning, Executing, Monitoring and Controlling, and Closing; incorporate active resourcing of personnel, materials and time through a multifaceted execution of functional areas; include dynamic code which introduces “unknowns” to the student team’s execution efforts; shall display projects results and status to demonstrate impacts of student team decisions upon the scenario: flex the team’s ability to negotiate both schedule and resource allocations, and make modifications based on choices made by the project manager and team; scenarios shall present student teams with variables which, previously unknown to the student team and shall be required to be resolved before the simulated project can be successfully completed. Each variable shall provide a range of potential solutions, with each solution providing a different degree of impact on the outcome. The decisions made by the team will cause the scenario to dynamically prompt new situations that the project team may react to, based on the severity of the decision. Additionally, the scenario is required to be dynamic enough to require the student team to use risk planning and mitigation strategies, as well as contingency planning and execution. The simulation capability will illustrate the cause and effect of decisions made in the various phases of the project and the impacts to the schedule and critical path, and ultimately whether the project can be executed successfully to meet cost/schedule and performance constraints. The simulation shall provide accurate, time-based feedback that reflect how each student team’s decisions impact the cost, schedule and performance of the simulated project.

3.1.6 The contractor shall submit the completed curriculum and class material/tools of each COI to the Government for review, comment, revision and final approval to ensure all SOW requirements are incorporated annually and updated accordingly.

3.2 Course Requirements. Specific requirements for each of the Courses of Instruction (COIs) are as follows:

3.2.1 Courses length per day shall be seven (7) hours in length. One (1) additional hour for lunch, for a total of eight (8) hour work day.

3.2.2 Course #1: Project Management Foundations Course (PMFC) Course of Instruction (COI). The contractor shall present a PMFC COI with required deliverables.

3.2.2.1 PMFC Class Size. Each COI shall accommodate a minimum class size of ten (10) students not to exceed twenty (20) students. Each student exceeding the class minimum will be an additional per person materials fee only.

3.2.2.2 PMFC Course Length. Each COI shall be no more than four (4) days in length.

3.2.2.3 PMFC Course Objectives and Content.

a) The COI shall enable students, operating as a project team, to plan, resource, execute, monitor, control, report, and complete a basic development project.

b) The Contractor shall provide a dynamic computer simulation environment as provided in 3.1.5. above.

3.2.2.4 PMFC Course Materials. The contractor shall provide a course binder to each student with a hard copy of all teaching slides, presentation and reference materials presented in the COI. The COI binder shall be tabbed and broken out into applicable sections as presented in the course.

3.2.2.5 PMFC Tool Set. The contractor shall provide a set of basic project management tools to each student in the Project management Fundamentals course. The tools shall be delivered to the student on a CD ROM using current Microsoft Office formatted documents. The tools set shall supplement and reinforce the course curriculum and project management simulations. The tool set shall, at a minimum, include template/guides for the following: Project Management Checklist; Charter; Scope Statement; Work Breakdown Structure; Network Diagram; Gantt Chart; Resource Plan; Risk Response Plan; Cost Plan.

3.2.3 Course #2: Project Controller (PC) COI. The contractor shall present a PC COI with required deliverables. The Project Controller COI shall encompass three (3) main aspects of project management; Risk Management, Scope Management, and Earned Value (EVM). The minimum requirements for the PC COI are as follows:

3.2.3.1 PC Class size. Each COI shall accommodate a minimum class size of ten (10) students not to exceed twenty (20) students. Each student exceeding the class minimum will be additional per person materials fee only.

3.2.3.2 PC Course Length. Class should be no more than one (1) day in length.

3.2.3.3 PC Course Objectives and Content

a) Risk Management Professional: The COI shall instruct project managers in the process of identifying, managing, and mitigating risks continuously throughout the project life cycle to reduce impacts on projects costs and schedule. The COI shall cover Risk Strategy and management Planning, Risk Identification, Qualitative Risk Analysis, Quantitative Risk Analysis, Risk Response Planning, Risk communication, and Risk monitoring and Controlling. The COI will emphasize a team learning approach and introduce different strategic approaches used by commercial and federal entities to manage risk. The team shall learn how to prepare a comprehensive Risk management Plan and exercise the plan in a scenario-based environment to identify, assess, analyze, monitor and control scenario risks. Communicating risks effectively to all project stakeholders is a key learning objective. As such, risk status reporting and risk escalation techniques are required.

b) EVM Professional: The COI shall instruct project managers on how to use the earned value method to establish a realistic project baseline, as well as the strategies used to effectively monitor, measure, and control cost and schedule. The COI shall emphasize a team learning approach and shall use case studies and team exercises to reinforce the earned value strategies necessary to ensure project health. The team shall learn to evaluate the status of a project using Schedule Variances, Cost Variances, Variances at Completion, Schedule performance Indices, and Cost Performance Indices. The team shall be able to calculate three different projects Estimates at Completion and use them to predict where the project will actually finish, compared to the baseline plan.

c) Scope Management Professional: The COI shall include accounting for scope creep, handling change requests, controlling change within the project, and accurately assessing the impact of scope changes on project’s budget, schedule, and staffing plans. The COI shall emphasize a team learning approach and shall use case studies and team exercises to reinforce the strategies and methods needed to define and control the scope of a project, including identification, elaboration, planning and management of project scope, as well as management of stakeholder expectations and prediction of project success.

3.2.3.4 PC Course Materials. The contractor shall provide a course binder to each student with a hard copy of all teaching slides, presentation and reference materials presented in the COI. The COI binder shall be tabbed and broken out into applicable sections as presented in the course.

3.2.4 Course #3: Advanced Planning Project Management (APPM) COI. The contractor shall present an APPM COI with required deliverables. The minimum requirements for the APPM COI are as follows:

3.2.4.1 APPM Class Size. Each COI shall accommodate a minimum class size of ten (10) students not to exceed twenty (20) students. Each student exceeding the class minimum will be an additional per person materials fee only.

3.2.4.2 Course Length. Class shall be no more than two (2) days in length.

3.2.4.3 APPM Course Objectives and Content.

a) The COI shall include the tools and techniques needed to successfully manage a project through the planning life cycle. The course shall discuss how to use the right tools for advance planning and then walk through the four (4) major phases in the cycle, from scoping the work and designing the sprint structure to collecting requirements, managing the project without interfering in the rapid build process, adapting to feedback, and closing the projects.

b) The COI shall emphasize a team learning approach and shall use case studies and team exercises to reinforce the strategies and methods needed to define and control the scope of a project, including identification, elaboration, planning and management of project scope, as well as management of stakeholder expectations and prediction of project success.

3.2.4.4 APPM Course Materials. The contractor shall provide a course binder to each student with a hard copy of all teaching slides, presentation and reference materials presented in the COI. The COI binder shall be tabbed and broken out into applicable sections as presented in the course.

3.2.5 Course #4: Program Management (PgM) Professional Course of Instruction COI. The contractor shall present a PgM COI with required deliverables. The minimum requirements for the PgM COI are as follows:

3.2.5.1 PgM Class Size. Each COI shall accommodate a minimum class size of ten (10) students not to exceed twenty (20) students. Each student exceeding the class minimum will be an additional per person materials fee only.

3.2.5.2 PgM Course Length. Class shall be no more than two (2) days in length.

3.2.5.3 PgM Course Objectives and Content.

a) The COI shall instruct project managers on the basic concepts of program management, including definition of program outcomes, benefits and risks; utilization of tools and techniques to improve work definition and business results; identification of linkages between organizational, program and project objectives; stakeholder partnering; key attributes of leadership within a program office; and effective communication techniques.

b) The COI shall emphasize a team learning approach and shall use case studies and team exercises to reinforce the key learning objectives.

3.2.5.4 PgM Course Materials. The contractor shall provide a course binder to each student with a hard copy of all teaching slides, presentation and reference materials presented in the COI. The COI binder shall be tabbed and broken out into applicable sections as presented in the course.

3.2.6 Course #5: Advanced Project Management Course (APMC) Course of Instruction (COI). The contract shall present an APMC COI with required deliverables. The minimum requirements for the APMC COI are as follows:

3.2.6.1 APMC Class Size. Each COI shall accommodate a minimum class size of ten (10) students not to exceed twenty (20) students. Each student exceeding the class minimum will be an additional per person materials fee only.

3.2.6.2 PgM Course Length. Class shall be no more than four (4) days in length.

3.2.6.3 PgM Course Content.

a) The COI enables students, operating as a project team, to plan, resource, execute, monitor, control, report, and complete a complex development project.

b) The COI will emphasize a team learning approach and introduce different strategic approaches used by DoD project teams to successfully plan and execute complex projects.

c) The contractor shall provide a dynamic computer simulation environment as provided 3.1.5 above.

3.2.6.4 APMC Course Materials. The contractor shall provide a course binder to each student with a hard copy of all teaching slides, presentation and reference materials presented in the COI. The COI binder shall be tabbed and broken out into applicable sections as presented in the course.

4.0 DELIVERABLES

The contractor shall deliver all contract, technical, and engineering information in digital form. All required data and documentation will be delivered in electronic medial format via email, CD or DVD. All data shall be in Microsoft® Word® and Microsoft® Excel® compatible formats with the exception of presentation material, which shall be delivered in Microsoft® PowerPoint® compatible format. All final versions of the documents will be also be delivered in PDF format. Any electronic submittals, including attachments, submitted via e-mail shall be readable on a standard Personal Computer (PC) using Windows 7® or OS X® or later, and Microsoft® Office® Suite 2010 or later, Microsoft® Project® 2010 or later.

- Government Review: Fourteen (14) calendar days after initial submission.

- Contractor Reconciliation of Government comments: Five (5) calendar days after Government review is provided to contractor.

- Final submission due date: Five (5) calendar days after reconciliation

Future use

Future use

5.0 PERIOD OF PERFORMANCE AND COI SCHEDULE

5.1 Period of Performance. 12-month base period and three 12-month options.

5.2 COI Schedule. The COR will provide and annual training schedule for the courses and locations within two (2) weeks after new contract year.

6.0 PLACE OF PERFORMANCE

6.1 COI Presentation. The presentation of the COIs under this order shall be performed in a Government-provided classroom environment the following location: San Diego.

6.2 COI Locations. Location will be based on Government’s need, reference Table 3. The maximum number of courses to be held per contract year at each location are as follows:

FY21

Base year

FY22

Option year 1

FY23

Option year 2

FY24

Option year 3

· Note: One (1) Trainer / Instructor is required for each course and the length of each class is provided above in para. 3.2.

7.0 FURNISHED INFORMATION / MATERIAL / PROPERTY

7.1 Contractor Property. The contractor shall provide a minimum of four (4) computer simulation systems (computer, display, keyboard, mouse, project simulation software, printer and necessary cabling) for in-classroom support of required COIs.

7.2 Government Property (Incidental). The Government shall provide to the contractor, access to classroom / meeting facilities up to twenty-four (24) hours in advance of each class event, to enable the contractor to deliver, install, set up and test operate the computer simulation systems.

· Note: Incidental. Per FAR 45,000(B)(5), Government Property – Scope of Part, SOW para 7.0 is not considered official Government Property Information as classroom / meeting facilities is incidental to the place of performance, when the contract requires contractor personnel to be locate on a Government site and when the property used by the contractor within the location remains accountable to the Government. Items considered incidental to the place of performance include, for example, office space, desk, chairs, telephones, computers, and fax machines. The contractor is responsible for adequate care and safekeeping of all Government Information used by the contractor. The contractor shall reimburse the Government for any Government property that may be damaged while being used by the contractor.

8.0 SECURITY

8.1 Security Requirements. All work under this contract shall be UNCLASSIFIED.

8.2 Cyber Security Requirements. None.

9.0 CONTRACTOR MANPOWER REPORTING

Enterprise-Wide Contract Management Application (ECMRA). The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract to SWRMC via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address https://doncmra.nmci.navy.mil. Details about ECMRA can be found at NMCARS 5237.102(90) https://acquistion.navy.mil/rda/home/policy_and_guidance/nmcars.

Reporting inputs will be for the labor executed during the period of performance for each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2020. Contractors may direct questions to the help desk: http://www.ecmra.mil/