CIMT PFMC DRAFT PWS.pdf

MAR 25

PERFORMANCE WORK STATEMENT (PWS)

Instructor Support for the Personal Financial Management Course (PFMC) 04 March 2024

Part 1 General Information

1. General: This is a non-personal service(s) contract under which the personnel rendering the service(s) are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees.

1.1 Description of Services/Introduction: This is a non-personal service(s) contract to provide training services at the sites listed in Technical Exhibit (TE) 3 and in accordance with Section 992 of Title 10, United States Code, Department of Defense Instructions (DODI) 1342.22, Military Family Readiness, DODI 1322.31 Common Military Training, and Army Regulations (AR) 608-1 Army Community Service Center, and this performance work statement (PWS). These services shall include instructions for a 4.5 hour (approx. half day) Personal Financial Management (PFM) course.

1.2 Background: The student population across all Advanced Individual Training (AIT) / One Station Unit Training (OSUT) schools will be approximately 110,530 annually based on 2026 accession data. Historical data of classes by location relevant to this PWS is contained in TE 5.

1.3 Scope: The Contractor shall provide non-personal service(s). All of the classes will be facilitated by instructor-led instruction. The contractor shall distribute all learning materials required to accomplish the desired learning level. The contractor shall measure student understanding of the topic with pre and post-test.

1.4 Objectives: TRADOC integrates and delivers base support to enable readiness for a globally responsive Army. The contractor shall provide a comprehensive 4.5-hour PFMC program in support of Army requirements at Training Centers and School’s listed in TE 3. The PFMC program demonstrates strong support for improving the Soldiers’ quality of life and provide them, and their families, with the necessary tools to better manage their fiscal resources. The objective is to provide all Initial Entry Training Soldiers with tools to take control of their finances and make informed and responsible financial decisions.

1.5 General Information:

DRAFT

1.5.1 Quality Control Plan (QCP): The Contractor shall develop and maintain a QCP to ensure services are performed in accordance with (IAW) this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor's QCP is the means by which it assures that the work provided complies with the requirements of the contract.

The Contractor’s Proposed QCP shall be submitted to the Contracting Officer (KO) through the Contracting Officer’s Representative (COR) for review within ten (10) days after date of contract award (deliverable #001)

The Government will review and either notify the Contractor in writing of acceptance of the plan or return their comments to the Contractor within twenty (20) days. If the Government has provided comments, the Contractor shall then have twenty (20) days to submit a Final QCP.

After receipt of the Final QCP, the Contractor may receive the Contracting Officer’s acceptance in writing. Any proposed changes to the accepted QCP are required to be resubmitted for acceptance by the Contracting Officer no later than thirty (30) days prior to the anticipated change and before implementation by the Contractor. The timeline noted above will apply for review and acceptance for proposed changes. At a minimum, the QCP must include and answer the following to be acceptable:

(a) A chart showing the organizational structure and lines of authority, the names, qualifications, duties, responsibilities, and classification of each member of the Contractor's Quality Control Team;

(b) How the Contractor will monitor work to ensure performance complies with all deliverables (etc. timelines, deadlines, and goals);

(c) How the Contractor will monitor work to ensure performance complies with all specifications and requirements of the contract, including the contract’s clauses;

(d) How the Contractor will monitor and ensure staff qualifications remain current and valid including Department of Defense (DoD) Contractor Personnel Office (DOCPER) processes/approvals throughout contract performance;

(e) How the Contractor will ensure all keys issued will remain controlled items

(Paragraph 1.7 Key Control);

(f) How the Contractor will inventory and track maintenance of all Government Provided

Equipment / Materials;

(g) How the Contractor will identify, investigate, and correct any non-conforming performance and prevent similar deficiencies in the future; and

(h) How the Contractor will file and save all Quality Control related documents for the life of the contract plus 5 years.

1.5.1.1 An Analysis of Quality Control and Timeliness of Submittals (i.e. deliverables) shall be provided to the COR within thirty (30) days upon completion of each option period or Task Order (Deliverable #002)

1.5.1.2 The Contractor shall inform the COR of issues or potential issues that might affect the performance within twenty-four (24) clock hours of identifying those issues. Verbal reports shall be followed up by written reports within three (3) days. (Deliverable #003)

1.5.2 Quality Assurance: The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the acceptable quality levels (performance thresholds).

1.5.3 Recognized Holidays: The following provides information on recognized holidays for the purpose of the PWS. If submittal of any documentation (e.g. deliverables, submittals, etc.)

deadlines fall on a holiday, the closest work day prior to the holiday will apply as the deadline for submittal.

1.5.3.1 U.S. Holidays: Work shall not be performed on U.S. federally recognized holidays occurring during the normal workweek unless otherwise directed by the Contracting Officer.

When a U.S. holiday occurs on a Saturday or a Sunday, the holiday is observed on the preceding Friday or following Monday, respectively.

New Year’s Day January 1st M. L. King Memorial Day 3rd Monday in Jan Presidents Day 3rd Monday in February Memorial Day last Monday in May Juneteenth June 19th Independence Day July 4th Labor Day 1st Monday in September Columbus Day 2nd Monday in October Veteran’s Day November 11th Thanksgiving Day 4th Thursday in November Christmas Day December 25th

1.5.4 Operating Hours: The Government facility office hours, facility operating hours, and the Contractor support hour requirements often coincide, however, they may differ. Please refer to the following.

1.5.4.1 Government Facility Office Hours: The Government facility office hours are 0700 to 1600 Monday through Friday except U.S. Holidays identified in paragraph 1.5.3.1 above or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

1.5.4.2 Government Facility Operating Hours: The Government facility operating hours occur between the hours of 0730-1630 Monday through Saturday. The Government facility will not be open for operations during the recognized U.S. Holidays identified in paragraph 1.6.3.1 above. The Government facility may close due to local or national emergencies, administrative closings, or similar Government directed facility closings and will be communicated by the Contracting Officer or Representative to the Contractor

1.5.4.3 Contractor Support Hours: The Contractor shall provide support as needed between the hours of 0730 to 1630 local time Monday through Saturday. This time can and may be altered to fit a unique schoolhouse requirement/policy. The 4.5 hours will run consecutively as a single block of time, and for a particular course, the start of business for that school will be standardized. More than one class may convene on the same day at any of the sites specified to accommodate student demand. The Contractor shall always maintain an adequate workforce, for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce is essential

1.5.4.3.1 Contractor Work Plan: Most classes are held during the weekend; however, training classes may be held any day of the week (Monday through Sunday). In rare occasions, non-standard workdays may be required to accommodate emergencies, military commitments/training, or operational requirements. The Government shall notify the contractor prior to any required change in the start and close of instruction hours of any school or course and coordinate with the Contracting Officer (KO). The Government shall notify the contractor prior to any required change within 24 hours of the start and close of instruction hours of any school or course. Revisions to the start and close time of instruction hours are not expected to result in an increase of the total time required to support the course; therefore, shall not result in an equitable adjustment under the task order.

1.5.5 Training Holidays: The Government has historically granted military personnel training holidays as compensation for time that they spent in field training. These are typically combined with regular holiday leave schedules (for example, Christmas half days or day on day off schedules). Training holidays may affect access to military operated facilities. If scheduled work or access to facilities is required, coordination with occupants will be necessary or the work in affected facilities shall be rescheduled after the training holiday.

However, announced training holidays or exodus of military personnel may provide the Contractor with an opportunity for unrestricted access to facilities and areas. The Contractor shall take full advantage of such opportunities by planning maintenance or actions that are better accomplished when such areas are vacant.

1.5.6 Place of Performance: The work to be performed under this contract will be performed at the sites listed in TE 3. Places of performance may change; revisions to places of performance will be negotiated via task order (TO) modification.

1.6 Security Requirements: The following information is provided on security related matters.

1.6.1 Installation Access: Access to U.S. installations, buildings and controlled areas is limited to personnel who meet security criteria and are authorized. Failure to submit required information/data and obtain required documentation or clearances will be grounds for denying access to U.S. installations, buildings and controlled areas. The Contractor shall ensure that any subcontractors used in performance of this contract complies with these requirements and that all employees, of both the Contractor and any subcontractor utilized by the Contractor, are made aware of and comply with these requirements.

The Contractor shall be aware of and comply with the requirements associated with Installation Access Control. The Government is not liable for any costs associated with performance delays due solely to a firm’s failure to comply with Installation Access Control System (IACS) processing requirements.

The Contractor shall return installation passes to the issuing IACS office when the contract is completed or when a Contractor employee no longer requires access.

1.6.3.1 Individual Termination or Expiration of Employment: The Contractor shall collect the installation access passes the same day employment of an individual has expired or has been terminated and shall return them to the issuing office within ten (10) days (Deliverable #004).

1.6.3.2 Contract Termination or Cancellation: Upon termination or cancellation of this contract, the Contractor shall collect all outstanding installation access passes and return them to the issuing office within ten (10) days. (Deliverable #0005)

1.6.3.3 Common Access Cards (CAC) and CAC Log: The Contractor shall provide the following information: Last, First and Middle Names, government issued personal identifier (e.g. Social Security Number, Federal Identification Number, or Tax Identification Number), date of birth, primary email address (this email address will be used to contact the individual) and any other necessary information required to obtain a CAC or installation access card, to the COR with thirty (30) days after award (Deliverable #006). The Contractor shall ensure safeguarding of Personally Identifiable Information (PII) and comply with requirements under 1.22.5.

The Contractor shall provide a CAC log within the first 30 calendar days after contract award and within five (5) days after changes have been made (Deliverable #006). (unless circumstances require otherwise and as directed by the Contracting Officer). The COR will provide format and content for the log during the post award meeting. Note - CACs are Government property and must be accounted for.

1.6.4 Background Checks: The RA shall consult with the responsible Security Office and Activity Manager applicable to locations associated with this PWS and identify the level of background check, supported by the applicable regulations.

1.6.4.1 U.S. Citizen: Contractors that work with or teach youth under the age of 18 years are subject to U.S background checks. The Requiring Activity Manager will determine the extent of background checks required. The Contractor employee may begin performance of the contract after receiving a favorable local background check. The Contractor agrees to replace the employee should results of the background check, if required, be unfavorable as determined by the Requiring Activity Manager. The Contractor’s replacement of the employee with the unfavorable background check shall be within a timeframe provided by the Requiring Activity

Manager. The Contractor shall also replace employees whose background check, during their tenure of employment, renders them with an unfavorable local or stateside background check, as determined by the Requiring Activity Manager. The Contractor shall forward a copy to the Contracting Officer via the COR and the Requiring Activity Manager of each favorable background check within ten (10) days of receipt by the Contractor, identifying such with the appropriate contract number (Deliverable #007). The Contractor shall forward a copy to the Contracting Officer via the COR and the Requiring Activity Manager of each unfavorable background check within ten (10) days of receipt by the Contractor, identifying such with the appropriate contract number (Deliverable #007). When the Government awards a non-personal services contract directly to an individual, the failure of the individual to provide a favorable background check would be grounds for termination.

1.6.5 Physical Security: The Contractor shall safeguard all Government equipment, information, and property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured IAW the Army Physical Security Program (AR 190-13.”)

1.6.6 Operations Security (OPSEC) Requirements: Contractor personnel shall adhere to facility security policies and restrictions. The Contractor shall immediately report suspicious activities to security personnel. Government issued access badges shall not be worn outside designated facilities where visible to the general public.

1.7 Post Award Conference/Periodic Progress Meetings: The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

1.7.1 The Contractor shall attend, participate in, and furnish input to scheduled and unscheduled meetings, conferences, and briefings that relate to the functions and services herein as required by the Government to provide effective communication and impart necessary information. The Contract Manager or designated representative shall attend meetings as requested by the Government. Meeting attendees shall at times include Contractor managerial, supervisory, and other personnel knowledgeable of the subject matter.

Meetings may start or end outside of regular duty hours.

1.8 Contracting Officer’s Representative (COR): Refer to Part 2 of this PWS for the definition of a COR. As determined by the Contracting Officer, a COR will be appointed and identified by letter of designation, a copy of which will be provided to the Contractor by the Contracting Officer. The designation letter states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates, or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is not authorized to obligate the Government. If the work is not written in the contract, the COR is not authorized to request new work. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract, perform inspections necessary in connection with contract performance, maintain written and oral communications with the Contractor concerning technical aspects of the contract, issue written interpretations of technical requirements, including Government drawings, designs, specifications, monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies, coordinate availability of Government property, and coordinate site entry of Contractor personnel.

1.9 Key Personnel: The following personnel are considered key personnel by the Government: Contractor Program Manager (PM), Alternate Program Manager(s) (APM) and an Accredited Financial Counselor as Key Personnel for this task order. The Contractor shall provide a Program/Contract Manager who shall be responsible for the performance of the work. The name of this person and an Alternate Program/Contract Manager, who shall act for the Contractor when the Program/Contract Manager is absent, along with a Curriculum Vitae (CV) for each of these individuals, shall be provided in writing to the Contracting Officer no later than no later than five (5) days after contract award. Acceptance of the CV by the Contracting Officer is required before these individuals are permitted to perform any task on this contract. The Contract Manager and Alternate Contract Manager shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The Contract Manager or Alternate Contract Manager shall be available between 0700 to 1600 Monday through Friday. Qualifications for all key personnel are listed below:

a. Contract Manager and Alternate Contract Manager: The PM and APM are considered Key Personnel. The contractor shall provide a program manager who shall be responsible for the performance of the work, contract compliance and quality control under this TO. The contractor shall name an alternate (Alternate Program Manager (APM)), who shall act for the contractor when the program manager is absent. The program manager shall have full authority to act for the contractor on all contract matters relating to daily operation of this TO.

As a minimum, the PM shall possess a bachelor’s degree in business or human resource management or a related field, and 7 years of experience in program management. The APM shall meet the education and experience level commensurate with the proposed labor category for that individual

b. Financial Counselor: The contractor shall provide one person with a nationally recognized financial counseling certification (Accredited Financial Counselor, or AFC®, Chartered Financial Consultant, or ChFC® or Certified Financial Planner, or CFP®) which equips the individual to serve as the Financial Counselor. The individual should also have proficiency in personal financial management and teaching techniques.

1.10 Identification of Contractor Employees: All Contractor personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties must identify themselves, to include proper marking of signature blocks in correspondence, to avoid creating an impression in the minds of members of the public that they are Government officials. The Contractor shall ensure that all documents or reports, produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.11. Contractor Identification Badges: The Contractor (to include subcontractors) shall provide each of their employees an easily readable identification badge. The badge must include the employee’s name, the contractor’s company name, the functional area of assignment, and a recent color photograph of the employee. Companies with U.S.

Government contracts will require their employees to wear these badges visibly when performing work at Government workplaces unless this would be impractical because of mission or safety considerations. The Contractor shall collect all ID Badges upon completion of the contract or termination of employee.

1.12 Contractor Travel: Contractor travel is subject to the limitations of FAR 31.205- 46, Travel Costs. The contractor shall arrange individual contractor employee travel. The Government will reimburse the contractor for all COR-RA or COR-HRS approved travel. Travel that is not approved by the COR-HRS or COR-RA will not be reimbursed and will be at the contractor's expense. The Government will not reimburse the contractor for contractor personnel relocation expenses. Travel for routine quality control associated with the contractor's QC procedures will not be reimbursed unless otherwise directed by the KO.

Contractors are expected to utilize the most economical means available for all travel-related expenses (e.g. economy rental cars, coach airfare, etc.). The Contractor may be authorized travel expenses at rates no higher than the substantive provisions of the Joint Travel Regulation (JTR), IAW FAR Part 31.205-46, and the limitation of funds specified in this contract. All travel requires Government approval and authorization ten (10) business days prior to scheduled travel

1.12.1 Long Distance Travel: Long distance travel is any travel that requires per diem and/or lodging. Long distance travel required in the performance of this task order shall normally be submitted at least ten business days in advance of the required travel date to the COR-RA or COR-HRS for approval. Exceptions to submitting requests at least 10 business days in advance may be considered on a case-by-case basis based on operational requirements. The contractor shall arrange individual contractor employee travel. Long-distance travel will be available upon Government approval to support Government required meetings with the Project Manager and instructor travel to support locations with irregular workload (Ft. Meade, and Monterey, CA Defense Language Institute (DLI). The contractor shall utilize the Travel Authorization Request (TE 8) form to request long distance travel. Requests for travel shall include all estimated travel costs to include per diem rate, lodging, airfare (include airfare quote), rental car (include car rental quote), and any other allowable miscellaneous expenses.

Contractor shall utilize Travel Expense Report (TE 9 and support travel expenses with receipts for all lodging (including Per Diem rate sheet), rental cars, fuel, parking, mileage, etc., and justification for allowable miscellaneous expenses. TE 9 shall be approved by the COR- RA or COR-HRS prior to WAWF invoicing. Contractor shall provide approved TE 8 and 9, and all supporting documents with WAWF invoice submission. (Deliverable # 008)

1.12.2 Local Travel: Travel not normally requiring per diem and lodging shall be considered local travel. Local travel does not require COR-RA pre- authorization. The contractor shall maintain a monthly local travel log when mileage reimbursement is sought. At a minimum, the local travel log shall contain: the purpose of required travel, where travel was performed, actual travel mileage, other local travel related expenses, and total cost of travel. Prior to WAWF invoicing, the contractor shall submit a consolidated local travel log, signed by the PM, presented alphabetically by state, along with any supporting receipts or invoices, to the COR- RA or COR-HRS for approval. (Deliverable #008) Contractor shall provide the COR-approved local travel log and all supporting documents with WAWF invoice submission. The Government will reimburse the contractor for actual mileage at the then-current mileage rate established by the GSA

1.13 Other Direct Costs (ODCs): The Government will reimburse the contractor for actual travel costs identified in paragraph 1.13 and the following reimbursable expenses: shipping expenses for promotional items identified in paragraphs 4.3, 5.2.2.7, and 5.2.8.2. On an exception basis, the Government will reimburse for reproduction of curriculum slides when projector or computer access are unavailable (see paragraph 3.4). The contractor shall instruct students not to write or damage these copies so the copies can be reused at a later time, if necessary. This exception shall only be used in emergency situations and with prior approval from the Contracting Officer. When applying for this exception, the contractor shall provide the reason for the request and estimated cost. Travel and other expenses shall not exceed the amount identified in Schedule B. Fees, profit, General and Administrative (G&A) under the Other Direct Cost Contract Line Item Number (CLIN) will not be allowed.

1.14 Data Rights: The Government has unlimited rights to all documents and materials produced under this contract. All documents and materials, to include the source codes of software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership and copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the Contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.15 Protection of Government and Contract Information: Per Public Use Notice of Limitations stated by Defense imagery Management operations Center and contained at www.dimoc.mil/resources/limitations/ , the Contractor shall not cite any information (e.g., contract information, pictures, locations, etc.) obtained through this contract on any hard copy or digital marketing tools to include its company website.

1.16 Organizational Conflict of Interest (OCI): Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent OCI as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly http://www.dimoc.mil/resources/limitations/ submit a plan to the Contracting Officer to avoid or mitigate any such OCI (Deliverable #009).

The Contractor’s OCI Mitigation Plan will be determined to be acceptable solely at the discretion of the Contracting Officer. In the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.17 Phase In /Phase Out Period: To minimize decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the fourteen (14) phase in/ phase out periods. During the phase in period, the Contractor shall become familiar with performance requirements in order to commence full performance of services on the contract start date.

1.18 Safety: The following provides information pertaining to Safety and Accident Prevention.

The contractor shall::

1.18.1 Report discrepancies in cleanliness, safety or security to the COR-RA within 48 hours of the training event.

1.18.2 Maintain safety standards and participate in annual safety stand-down training topics that pertain to classroom and laboratory safety

1.18.3 All instructors shall maintain an orderly, professional atmosphere in all classrooms under their cognizance and shall have authority commensurate with this responsibility.

Students whose conduct is not conducive to such an atmosphere shall be cautioned and counseled, and if the inappropriate conduct continues, shall be referred to the COR-RA.

Inappropriate conduct shall be reported following the conclusion of the instruction for the day, but not more than 24 hours following the incident. Notification should occur via email (email addresses will be provided to the contractor during kick-off) to the COR and COR-RA. This shall not preclude immediate referral if, in the opinion of the instructor, the misconduct is of such severity as to warrant such action. Contractor personnel shall report immediate threats to the lives and safety of contractor or Government personnel to the appropriate law enforcement immediately. In the event of formal military action against students under their tutelage, individual instructor(s) may be requested to provide written statements to, or appear in person during normal business hours, as described in paragraph 1.5, at court-martial proceedings.

Such statements or appearances may be directly related to charges or may provide information for use in determining appropriate punishment.

1.18.4 Any disciplinary problem between contractor employees and military staff or students (e.g., fraternization, sexual harassment, racial discrimination, etc.) shall be immediately reported to the COR via the contractor's Project Manager. Upon notification to the COR that a student complaint involving the aforementioned disciplinary problems has been received, the contractor shall investigate the complaint and submit a response to the COR within 48 hours of the event. If the complaint involves a student-instructor relationship, the instructor named in the complaint shall be removed from the class while the investigation is being conducted. If the investigation determines the complaint is justified, the response shall include a course of action to be taken to resolve the problem. The contractor shall provide a written report/response to the COR within five days advising of the results of the investigation and corrective action(s) taken or to be taken.

1.18.5 In addition to other requirements for accident prevention specified in this contract, the Contractor shall comply with all Federal and State requirements governing safety and health protection on construction sites and other applicable occupational safety codes.

The Contractor shall indicate its plan for compliance considering conditions of the work described by the design, technical proposal, operational activities of the Government or others in the area of the work, identification of the coordinator, and implementation of all other accident prevention provisions of this contract

1.19 Required Training: The contractor shall track all training requirements and throughout the life of the TO ensure that all employees working on this TO are compliant. If the training requirements are not met, the Government (installation or command) may refuse access to systems or work location. The contractor shall maintain a training file for each employee and make it available for inspection upon request from the Government. Per Department of Defense Manual (DoDM) 5200.01–M and AR 380–5, as well as any additional DA training requirements such as those in AR 530–1, AR 25–2, and AR 525–13, the contractor shall comply with and participate in any pertinent Army, command, and installation security training programs when performance or services will occur on a Government installation and the contractor employee(s) are embedded or integrated into the Government activity or office.

1.19.1 Anti-Terrorism (AT) Level I Training All Contractor employees, including subcontractor employees, who are employed under the contract, shall complete AT Level I Training within seven (7) calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever applies, or seven (7) calendar days after employment of new personnel. Contractor personnel travelling overseas shall complete area of responsibility (AOR) specific AT awareness training for U.S. based Contractor employees and associated subcontractor employees. The Contractor shall submit certificates of completion (Deliverable #010) for each affected Contractor employee and subcontractor employee to the COR (or to the Contracting Officer, if a COR is not assigned) within ten (10) work days after completion of this training by all employees and subcontractor personnel. AT Level I awareness training is available at https://jkodirect.jten.mil. Contractor personnel shall complete refresher training (Deliverable #010) every twelve (12) months except AOR specific AT Level I training which shall be completed as required by local AT policies

If training cannot be conducted on the website, the Contractor shall coordinate with the COR who will contact the local AT Officer at their assigned location for classroom training.

Contractor personnel completing training in the classroom will receive a certificate or the training attendance roster signed by the AT Officer. Verification of the training shall be provided to the COR within 10 work days after completion of the training(Deliverable #010).

https://jkodirect.jten.mil/

1.19.2 OPSEC Training: All Contractor employees, including subcontractors, shall complete Level I OPSEC training within seven (7) calendar days of employment under this contract.

Verification of the training shall be provided to the COR within ten (10) calendar days after completion of the training (Deliverable #010). OPSEC Level I training is available at http://www.cdse.edu/catalog/elearning/GS130.html. Contractor personnel must complete refresher training every 12 months (Deliverable #010). Verification of the training shall be provided to the COR within ten (10) calendar days after completion of the training (Deliverable #010).

If training cannot be conducted on the website, the Contractor shall coordinate with the COR, who will contact the local OPSEC Officer at their assigned location for classroom training.

Contractor personnel completing training in the classroom will receive a certificate or the training attendance roster signed by the OPSEC Officer. Verification of the training shall be provided to the COR within ten (10) calendar days after completion of the training (Deliverable #010).

1.19.3 iWATCH Training: The Contractor and all associated subcontractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within seven (7) calendar days after the contract is awarded and within seven (7) calendar days after new employees commence contract performance, with the results reported to the COR within ten (10) calendar days after the contract is awarded and within ten (10) calendar days after new employees commence contract performance (Deliverable #010).

Verification of the training shall be provided to the COR within ten (10) calendar days after completion of the training (Deliverable #010). Training slides can be found on the Army OneSource we site:

http://www.myarmyonesource.com/familyprogramsandservices/iwatchprogram/default.aspx

PART 2

DEFINITIONS & ACRONYMS

2. Definitions and Acronyms

2.1 Definitions: Although not inclusive of every term used within this PWS, the following provides a list of definitions used throughout this PWS and commonly used in the acquisition field.

Contracting Officer – means a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

Contracting Officer's Representative (COR) – As defined in DFARS 202.101, means an individual designated and authorized in writing by the Contracting Officer to perform specific

DRAFT

http://www.cdse.edu/catalog/elearning/GS130.html http://www.myarmyonesource.com/familyprogramsandservices/iwatchprogram/default.aspx technical or administrative functions. DoD Instruction (DoDI) 5000.72, Part II Definitions states the following when defining a COR: “Defined in subpart 202.101 of Reference (f). Any individual delegated responsibilities pursuant to subpart 1.602-2 of Reference (e), regardless of local terminology, must be certified in accordance with this instruction. For example, local terminology can be COR, Contracting Officer’s technical representative, technical point of contact, technical representative, alternate COR, administrative COR, assistant COR, line item manager, task order manager, quality assurance personnel, quality assurance evaluator, or COR management.” In addition, Army Regulation 70-13, Chapter 2, paragraph 2-2g, states, in part, the following when providing other surveillance support personnel to assist the COR when needed, “…These other surveillance support personnel may serve as on-site representatives of the COR in performance of actual contract surveillance if they meet all COR requirements and have been appointed by the Contracting Officer as alternate CORs.”

Contractor – means a supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

Contractor-acquired Property - means property acquired, fabricated, or otherwise provided by the Contractor for performing a contract and to which the Government has title.

Day – means, unless otherwise specified, a calendar day.

Defective Service – means a service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable – means anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

Government-furnished Property – As reflected in FAR 52.245-1, Government-furnished Property “means property in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract. Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification. Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract

Government Property - means all property owned or leased by the Government.Government property includes both Government-furnishedand Contractor-acquired property. Government property includes material, equipment, special tooling, special test equipment, and real property. Government property does not include intellectual property and software.

Property Administrator - means an authorized representative of the Contracting Officer appointed in accordance with agency procedures, responsible for administering the contract requirements and obligations relating to Government property in the possession of a Contractor.

High Level Objective (HLO) – means a key overarching result-based objective for a project necessary to achieve the project’s vision. HLOs are similar to Level 2 in a Work Breakdown Structure. Each HLO may contain several statements to flesh out the areas necessary to meet the objective.

Physical Security – means that part of security concerned with physical measures designed to safeguard personnel; to prevent unauthorized access to equipment, installations, material, and documents; and to safeguard against espionage, sabotage, damage, and theft.

Quality Assurance – (or Government contract quality assurance) means the various functions, including, inspection, performed by the Government to determine whether a Contractor has fulfilled the contract obligations pertaining to quality and quantity.

Quality Assurance Surveillance Plan (QASP) – means the key Government-developed surveillance process document, and is applied to Performance-Based Service Contracting (PBSC). The QASP is used for managing Contractor performance assessment by ensuring that systematic quality assurance methods validate that Contractor quality control efforts are timely, effective, and are delivering the results specified in the contract or task order. The QASP directly corresponds to the performance objectives and standards (i.e., quality, quantity, timeliness) specified in the Performance Work Statement (PWS). It provides specific details on how the Government will survey, observe, test, sample, evaluate, and document Contractor performance results to determine if the Contractor has met the required standards for each objective in the PWS. The QASP, with very few if any exceptions, is an internal to Government document.

Quality Control – means all necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

Statement – means the specific results-based activities required to satisfy HLOs. A statement contains a result, the context of the statement, and the required action(s). Statements focus on “what” is to be accomplished; however they are not prescriptive in describing “how” the outcome is to be achieved. Each HLO may have several statements to flesh out the areas necessary to meet the objective. Statements are similar to Level 3 in a Work Breakdown Structure.

Subcontractor – means one that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

Work Day - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless otherwise specified.

2.2 Acronyms: Although not inclusive of every term used within this PWS, or that may be included in an acquisition, the following provides a list of acronyms commonly used in the acquisition field.

ACOR Alternate Contracting Officer's Representative AE Army in Europe AFARS Army Federal Acquisition Regulation Supplement AHA Activity Hazard Analysis AIT Advanced Individual Training AOR Area of Responsibility AR Army Regulation AT Anti-terrorism ATCTS Army Training Certification Tracking System CAC Common Access Card CCE Contracting Center of Excellence CFE Conventional Forces Europe CFR Code of Federal Regulations CLIN Contract Line Item Number CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer’s Representative COR-HRS Contracting Officer’s Representative at the enterprise-level COR-RA Contracting Officer’s Representative at the requiring activity CPR Cardiopulmonary Resuscitation

COTS Commercial-Off-the-Shelf DA Department of the Army DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DoD Department of Defense DODI Department of Defense Instructions FAR Federal Acquisition Regulation FRG Federal Republic of Germany FFP Firm Fixed Price FPCON Force Protection Condition FSO Facility Security Office FY Fiscal Year G&A General and Administrative GFE Government Furnished Equipment GFP Government Furnished Property GSA General Services Administration GTM Government Technical Monitor HLO High Level Objective HIPAA Health Insurance Portability and Accountability Act of 1996 HQDA Headquarters Department of the Army IA Information Awareness IAC Installation Access Control

IACO Installation Access Control Office ID Identification IGCE Independent Government Cost Estimate IT Information Technology JTR Joint Travel Regulation JPAS Joint Personnel Adjudication System KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs OPSEC Operations Security OSUT One Station Unit Training PA Property Administrator PII Personally Identifiable Information PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program RA Requiring Activity RCO Regional Contracting Office SIGE Safety and Health Protection Plan TE Technical Exhibit USAG United States Army Garrison USAREUR United States Army Europe UOM Unit of Measure TO Task Order TOSR Task Order Status Report DRAFT

PART 3

GOVERNMENT PROPERTY (GP) AND SERVICES

3. Government Property and Services

3.1 Services: The Government will provide land line telephones and local telephone service for local calls associated with the course of instruction

3.2 Facilities: The Government shall provide classroom, preparation area, and break room at locations listed in TE 3 to conduct the classes. Upon request by the contractor, the Government may provide access to facilities prior to scheduled classes for assessment of the facilities in preparation for start of work. Contractor access prior to the start of the performance period shall be unobtrusive and shall not disrupt current training services or courses of instruction. All utilities in the facility will be available for the contractor’s use in performance of tasks outlined in this PWS. The contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities.

3.4 Equipment: Where available, the Government will provide all the classroom computers and video projection systems necessary to teach the curriculum. When computers are not available, the course may be taught using hard copies of the slides. The contractor shall be given access to on-site training equipment, aids, devices, classrooms, and an instructor preparation area at each of the training locations, where available. The Government will perform corrective and preventive maintenance of training equipment, training aids and/or devices to be used during the period of the task order. If equipment is not functioning, the contractor shall proceed with instruction utilizing printed materials

3.5 Materials: The Government will provide the Course Master Schedule furnished by a period-by-period breakdown of the subject matter of the course, the sequence of the instructional program, the time allocated to each subject, the time specified for theory, practical instruction and the number of students for each period, the curriculum to be taught, pre/post-test, and the course critique.

3.7 Common Access Cards (CAC): The Government will provide Common Access Cards (CAC) via the Trusted Associate Sponsorship System (TASS) (Web site https://www.dmdc.osd.mil/tass/ ). DRAFT https://www.dmdc.osd.mil/tass/

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. Contractor Furnished Property and Services

4.1 General: The contractor shall furnish all supplies, office equipment, instructor teaching supplies, reproduction of students’ handouts, and services required to perform work under this task order that are not listed under Section 3 of this PWS. Reproduction of instructional materials shall not occur on Government equipment or facilities. Costs associated with purchase, reproduction, and shipping of student handouts and instructional materials are considered an ODC and shall be invoiced IAW 1.19 and 1.19.1.4.

4.3 Materials: The contractor shall print and provide students the government provided handouts

4.4 Vehicles and Equipment: The Government shall not be liable for loss/damage of contractor furnished equipment and contractor employee personal items in performance of this statement of work. Further, the contractor shall not delay performance in accordance with task order terms and conditions due to loss, damage, or downtime of contractor equipment

4.5 Background Checks): The…