Attachment 2b- Initial TO 1 PWS_IMKM.pdf

Performance Work Statement (PWS) in Support of the

Deputy Commandant Combat Development & Integration, Capabilities Development Directorate (CDD) for

POM-24 Information Management & MCID CPM Support

1. INTRODUCTION

The CDD supports DC CD&I by developing and integrating capability solutions and enabling an effective Marine

Corps capability to respond to strategic challenges and opportunities. CDD provides resident expertise for capability integration in the areas of: Command and Control, Cyber and Information Warfare, Fires and Maneuver, Force

Protection, Intelligence, Logistics, Corporate Management, and Force Integration. In consideration of overarching national strategic and service guidance and concepts development, the Directorate conducts analysis across the complete spectrum of Doctrine, Organizational, Training, Materiel, Leadership, Personnel, Facilities, and Policy, (DOTMLPF-P).

CDD is comprised of eight Divisions: Command Element (CE)-Intelligence Division, CE-Information Division, Ground Combat Element (GCE) Division, Aviation Combat Element (ACE) Division, Maritime Expeditionary

Warfare (MExW) Division, Logistics Combat Element (LCE) Division, Current Operations Division, and Marine

Corps Integration Division (MCID). The MCID serves as the coordinating authority for integrating all Marine Corps capabilities development activities, across HQMC and the operating forces.

1.1. Office of Strategic Management (OSM). As part of Plans Branch, MCID, OSM facilitates integration of activities within CDD, and between CDD and external organizations. OSM assists Dir CDD in alignment of resources, supports effective and economic capabilities development and integration, and enables CDD to address strategic challenges and opportunities in fielding combat ready forces. OSM ensures force development processes are well-integrated, Capability Portfolio Management (CPM) processes and organizational structure are optimized for integrated capabilities development, and enterprise performance measurement and assessment products are easily incorporated into strategic and capabilities planning processes by ensuring the use of common enterprise capabilities data. OSM also supports MCID’s role in

CPM of capabilities in the Force Integration and Corporate Management and Support Capability Areas

(JCAs 1 & 8).

1.2. This performance work statement supports Plans Branch and OSM roles in CDD knowledge management;

information management; Microsoft SharePoint and PowerApps development; and administration of the

Capability Portfolio Integration Board (CPIB) and MCID CPM Working Groups (CPM-WG). MCID is responsible for Marine Corps capabilities in Joint Capability Areas (JCA) 1 and 8, and so has two CPM-

WGs. These working groups may also meet as a combined CPM 1/CPM 8 WG.

2. SUPPORT REQUIREMENTS

This task order directly correlates to MAGTF Integration (MI), CLIN 0006; Task 1 -3, in the Indefinite Delivery, Indefinite Quantity (IDIQ) contract; moreover, the following is a list of general requirements:

2.1. WORK LOCATION. Principal performance will occur at Government’s site, more specifically, the

Marine Corps Base Quantico (MCB-Q) in VA. Limited work will occur off-site, but not as a full-time place of performance. The Contractor is required to possess all facilities, equipment, applications, and related infrastructure required to support their technical and management operations.

In order to gain access to MCB, Quantico, registration in the Defense Biometric Identification System

(DBIDS) must be completed as well as possession of a valid form of identification. The DBID registration information and a list of valid forms of identification are found at:

https://www.quantico.marines.mil/Base-Access/

2.2. TRAVEL REQUIREMENTS. Occasional Government directed travel for coordination of support efforts in the local area is anticipated. .Local travel will not be reimbursed.

2.2.1. MEETING SUPPORT. The Contractor shall provide support for off-site meetings and working groups as necessary to facilitate task execution (and in accordance with paragraph 2.2.1 MEETING

SUPPORT of the IDIQ).

2.3. PERFORMANCE MANAGEMENT. The Contractor shall provide the necessary resources and infrastructure to manage and administer this task order. The selection of teaming partners, subcontractors, facilities, and other business considerations is discretionary on the part of the Contractor, so long as they conform to the labor categories, pricing, and performance terms and conditions that bind the prime. The

Contractor shall establish processes and assign appropriate management and support resources to this task order and interface with CDD’s Contracting Officer’s Representative (COR). This shall include management of staffing actions, subcontractor management, finance, and Government interface with CDD and RCO-NCR staff. At all times, the prime Contractor shall be responsible for the actions of its teaming partners and subcontractors.

2.4. GOVERNMENT RESPONSIBILITIES AND INTERFACE. CDD's designated COR will have technical cognizance over the tasks listed herein. The COR will execute responsibilities related to quality compliance and performance oversight; deliverables acceptance; invoice certification; and coordination of follow-on work efforts. Only the contracting officer will interface with the prime Contractor's representative for payment and administrative issues.

2.5. TECHNICAL PERFORMANCE QUALITY. Site Lead for the contractor team can either be the Prime or a Subcontractor, however, technical cognizance over performance remains with the prime Contractor at all times. The prime Contractor is responsible for all assigned resources, performance quality (e.g., QASP compliance), and deliverables associated with each task order.

2.6. STAFF QUALIFICATIONS. The Contractor shall be responsible for staffing, competency training, guidance, and supervision of personnel performing any resulting task orders. The Contractor shall accomplish the assigned work by employing and utilizing qualified personnel possessing an appropriate combination of education, training, and experience required to respond to the criteria contained herein.

Staff initially assigned shall provide the benchmark for replacement staff qualifications and no dilution of such qualifications, or reduction in performance shall be incurred by the Government as a result of staff reassignment/departure.

2.7. SECURITY CLEARANCE REQUIREMENTS. Some of the work will require access to classified information at the Secret Level. All contractor personnel requiring access to classified information and assigned to this program shall possess a minimum secret clearance. The Prime Contractor and all Sub-contractors (through the Prime Contractor) shall certify in writing to the Government that personnel supporting this contract are "Qualified United States (U.S.) Contractors" per Department of Defense

(DoD) Directive 5220.22-M Chapter 2 Section 2. Qualified U.S. Contractors are restricted to U.S. citizens, persons admitted lawfully into the United States for permanent residence, and are located in the United

States. All personnel identified on the certification and/or supporting this contract shall be in compliance with DoD, Department of the Navy (DON), and Marine Corps Information and Personnel Security Policy to include completed background investigations (as required) prior to classified performance. The https://www.quantico.marines.mil/Base-Access/ contractor must ensure they, and all subcontractors used in the performance of this task order are vetted in the DD254. If new subcontractors are considered for the performance of this task order, the contractor shall ensure that any changes made to the approved DD254 are reviewed and concurred by the

Government.

The Government shall assist the Contractor in gaining access to Government agencies and installations related to the systems in question, as required. The Contractor shall take all necessary steps to assure that contractor and any subcontractor personnel performing under this contract are persons of professional and personal integrity and trust and meet all other requirements stipulated in this PWS. The Contractor shall ensure that the employees are on the approved Government access list prior to entering any access-controlled area. The Contractor shall notify the Government by written notice within twenty-four hours of

Contractor personnel are to be added or removed from the access control list.

The Contractor may be required to store, access and handle unclassified and classified (up to the Secret level) material at non-government facilities. Security management, inclusive of retention of clearances, are to be considered as part of the Contractor’s indirect base. The Government will not be responsible for getting subcontract companies cleared through any security measures. The Government will sponsor the

Contractor’s access to other Government facilities as required. On an as needed basis, the Government may also provide the Contractor access to Secured Internet Protocol Router Network (SIPRNet) at the

Government facility located at Raymond G. Davis Center, 3300 Russell Road, Quantico, VA 22134. The

Contractor shall safeguard all Government property and information provided in performance of this contract. Contractor employees shall be subject to all MCIA security procedures and any other applicable installation access and security regulations.

2.8. PHYSICAL RESOURCES. The Contractor shall have all necessary equipment, models, tools, software applications, infrastructure (e. g. wired or wireless telephone networks, laptops, etc.), and other resources necessary to execute performance of task orders. No additional charges will be made to the Government to purchase equipment, software, or other tools necessary to perform task orders following their award.

3. SPECIFIC REQUIREMENTS

3.1. General. The Contractor shall be responsible for employment, training, guidance, and supervision of qualified personnel performing under this PWS. The Contractor shall accomplish the assigned services by employing and utilizing qualified personnel possessing an appropriate combination of education, training, and experience to successfully produce the deliverables in this PWS. All personnel must possess the ability to read, write, speak, and understand English. All personnel must be able to travel to attend meetings and conferences, deliver briefings, facilitate discussions, and observe exercises as determined by the Government. All personnel must perform and maintain annual training requirements for computer network and security access, via the Marine Corps Enterprise Network (MCEN). This may include, but not limited to, Annual Cyber training and/or derivative classifier training.

3.2. Special Qualifications. The Contractor must collectively possess comprehensive knowledge of

Headquarters Marine Corps responsibilities and capabilities within JCA 1 (Force Integration) and JCA 8

(Corporate Management and Support); SharePoint 2013, SharePoint Online and Microsoft Power

Platform; and knowledge and information management principles and methods. Core capabilities essential to performance include coordinating/communicating with stakeholders, scheduling and managing meetings and events, accurately capturing meeting records, managing information, and building

SharePoint Online pages, lists, and libraries, and Power Platform workflows, forms, and dashboards. The contractor shall also have basic knowledge of Agile software development and requirements management.

To successfully manage CDD information (efficiently assess information, determine metadata assignment, and make other storage/organization decisions) the contractor will require basic knowledge of PPBE, JCIDS, Marine Corps Total Force Structure and Universal Needs processes. The Contractor must possess knowledge of Marine Corps warfighting concepts, warfighting and business functions, and associated

Navy, Joint, and Department of Defense (DOD) organization and capabilities development processes.

Contractor personnel shall possess experience in and understanding of military operations.

4. DELIVERABLES

The period of performance of this task order is 12 months from the contract award date with four 12-month option periods, not to exceed a total of 60 calendar months. The following deliverables are required to be executed within the period of performance. All deliverables should be provided to either the COR or the designated point of contact.

• DELIVERABLE ONE. The contractor shall attend an Intake Meeting within ten (10) business days of task order contract award. The Intake Meeting will be organized and scheduled by the Government and will be held at the Government’s site. Government will provide appropriate Government Furnished Information

(GFI), e.g., SharePoint site URLs, draft metadata schema for SharePoint libraries, existing SharePoint governance documents, CPIB charter, CPM-WG charters, and CPM and Architecture business process references.

• DELIVERABLE TWO. The contractor shall provide monthly status reports, due to the COR on the 10th day of the following month for work accomplished from the first (1st) through the final calendar day of the previous month. Contractor shall provide this report in electronic media compatible with conventional MS

Office applications. The report shall include the following information, at a minimum:

o Comparison of planned and actual task order performance o Task progress during the past month, plans for the forthcoming month;

o Problems (actual or anticipated) requiring Government action and summary of action required;

o Travel costs, including purpose of trips, duration, and related actions, by task order, summary of trips taken (attach Trip Reports to the MTOPR for the reporting period);

o Total contract staffing by position and assignment;

o Personnel turnover, utilization of subcontractors, and future staffing projections;

o Deliverables (by task) accepted or rejected, inclusive of the final day of the month, as well as the reason for rejection and timeline for resubmission.

• DELIVERABLE THREE. The contractor shall schedule and coordinate each CPIB and CPM-WG meeting, to include creating and sending Microsoft Outlook calendar invitations, meeting agendas, reserving on-site conference rooms, scheduling SVTC, conference telephone lines, and/or setting up Microsoft TEAMS or other government-designated conferencing service. Contractor shall coordinate and communicate with stakeholders before and after meetings as required to answer meeting-related questions and/or provide read-ahead materials or other documents related to the subject meeting. Government expects one (2) CPIB meetings and two (2) CPM-WG meetings per month on average across the period of performance.

• DELIVERABLE FOUR: The contractor shall provide a record of each CPIB and CPM-WG meeting.

Meeting records shall include attendee list, meeting date(s) and duration, meeting agenda, summary of topics discussed, stakeholder stated positions, decisions made, and action items assigned. Contractor shall provide meeting minutes in electronic media compatible with conventional MS Office applications, within

(3) business days of subject meeting. Contractor shall staff meeting records for review and finalization, and then post them in government-designated location(s).

• DELIVERABLE FIVE: The contractor shall develop SharePoint and PowerPlatform pages and applications (workflows, forms, dashboards, etc.) to support the CDD, CPM-WG, and CPIB members, working within the Capabilities Planning, Requirements Generation, Requirements Management, and other supporting administrative processes. The CDD IM/KM Working Group (or other government-designated group) will govern requirements for and design of solutions. Work will occur in both NIPR and SIPR environments. Contractors shall manage user/stakeholder requirements and design and develop solutions using an Agile software development approach.

• DELIVERABLE SIX: The contractor shall develop and maintain User Instructions tailored to CDD personnel and their use of SharePoint and PowerPlatform pages and applications. User Instructions will be developed in coordination with the CDD IM/KM Working Group (or other government-designated group), and shall also be consistent with any guidance published by the CD&I KMO.

• DELIVERABLE SEVEN: The contractor shall organize designated NIPR and SIPR SharePoint document libraries, applying file naming conventions, metadata (column) filtering, library ‘views’, and SharePoint search features to improve users’ ability to locate information. The contractor shall participate in the CDD

IM/KM Working Group (or other government-designated group), which will develop and manage naming conventions, metadata schemas, and other document management approaches. The contractor shall maintain User Instructions tailored to CDD personnel and their use of SharePoint libraries. Instructions shall include business rules for naming files, applying metadata, storing and locating information within

CDD’s SIPR and NIPR SharePoint site collections, and working with lists, libraries, and dashboards. The contractor shall monitor compliance with instructions and troubleshoot issues with instructions and/or their application by users. The contractor shall monitor and maintain organization of libraries and assist users in locating and storing information.

5. TECHNICAL PERFORMANCE

Each of the cited task areas illustrate both conventional and unique attributes linked to objectives.

5.1. CONTRACT PERFORMANCE REVIEW. The Contractor, in conjunction with guidance provided by the

COR, shall schedule and conduct a quarterly (based upon fiscal year) Program Review within fifteen (15) calendar days of the final day of the month for the period of performance (e.g., October - December – before Jan 16th). The location for this review shall be at the discretion of the Government. The agenda for the review shall be developed between the Contractor’s Program Manager and the COR. The agenda items shall include the task level elements of the Monthly Progress Report, performance metrics, as well as any additional items deemed important by the parties. The Government reserves the right to change the timing

(e.g., semi-annually vice quarterly), content and format, as required in writing by the contracting officer.

5.2. TRAVEL MANAGEMENT. When the Contractor is directed by the Government to travel in support of this program the Contractor is responsible for implementing a travel management program that ensures adherence to procedures and suitable controls to prevent unauthorized cost incurrence. Travel authorization requires pre-approval by responsible Government staff prior to incurring costs. Travel is authorized at the COR level with direction given by MCID and shall be reconciled monthly and reported to the COR prior to invoicing. Costs incurred without authorization will not be reimbursed.

5.3. QUALITY CONTROL PLAN. The contractor is responsible for implementing and delivering performance that meets contract standards using its Quality Control Plan, as identified at the IDIQ level.

6. PERFORMANCE REQUIREMENTS SUMMARY (PRS)

Performance Characteristic Required Standard Measurement

Quality of Work Performed:

Provide acceptable or better results through the following:

• Technical accuracy, thoroughness of analysis / findings; and

• Completion and preparation to a professional standard

< 5% rejection rate of all formal deliverables submitted under the performance provisions of the contract; and

<10% rejection rate of draft and first time submissions.

- Reconciled weekly by MCID Leads;

- Reconciled monthly by COR /

Contractor's PM (CPM) and tracked as a 3-mos. moving average.

Responsiveness: Timely response to discrete work requirements emerging at the CDD Division levels, including:

• Timely delivery of deliverables;

• Attendance at required meetings

Initial Response to any requests provided to COR within 24-hrs., strategy provided to COR <48-hrs.

from notification, including:

- Delivery Schedule

- Project Timeline

- Deliverables; and

- Availability of staff.

- Periodic assessment by the COR, MCID Leads as to the thoroughness of the response;

- Reconciled monthly by COR / CPM and tracked as a 3-mos. moving average.

Management and

Administration:

Includes the following measures of performance and compliance:

• Deliverables shall be complete, accurate, and prepared to a professional standard;

• Quality of the Contractor’s overall technical management strategy;

• Ability to identify and preclude problems, or resolve issues; and

• Effectiveness of their use corporate quality practices, resolution of invoice anomalies, WBS compliance, and effectiveness of their overall subcontract management.

Aggregation of subordinated areas assessed using progressively more objective criteria – ratings considered:

Excellent – Exceeded performance expectations and abated, or immediately mitigated known problems;

Acceptable – Met performance expectations and generally responded to problems in a satisfactory manner; and

Unacceptable – Areas of inconsistent performance, prolific problems remain unresolved, and two or more performance areas are noted as substandard.

- Assessment by the COR, MCID

Leads. Performance evaluation at

TBD milestones;

- Reconciled monthly by COR / CPM and tracked as a 3-mos. moving average.

WBS stability and forecast use of labor resources to meet quality standards without increasing current performance scope (e.g., change orders <1%)

Consequence of Non-compliance –

- Rejected Invoices/Delayed Payments

- Reduced likelihood of future task order awards under this contract

- Negative CPARs entry

- Contractor Consideration to the

Government.