Customized_Graduate_Business_School_ExeEd_PWS_2021.pdf

PERFORMANCE WORK STATEMENT (PWS)

Secretary of Defense Executive Fellows (SDEF)

Customized Graduate Business School Executive Education with Follow-up Support

PART 1 - GENERAL INFORMATION

1 General: This is a non-personal services contract to provide a customized orientation and training seminar for senior military officers newly assigned to the Secretary of Defense Executive Fellows (SDEF) program. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Background: Each year, senior officers from each Service are selected to spend a year in Corporate America at leading edge businesses to observe, participate in, and learn corporate best practices in such areas as, business processes and organizations, utilization of information technology, long-range planning, innovation, and change management that could be implemented to transform DoD. SDEF Fellows form a cadre of future, more senior, Service leaders sensitized to the organizational and operational opportunities made possible by the revolutionary changes in information and other technologies. Each incoming group of new SDEF Fellows requires pre-assignment Graduate Business School Executive Education to educate them on the fundamentals of contemporary business, and the different trends and factors that drive strategic business planning. The training should also be designed to engage participants in structured discussions that will examine transformations occurring in the corporate sector for their potential relevance to defense restructuring and planning.

1.2 Objective: The objective is to enable these new SDEF Fellows to grasp the basics of business practices and fully prepare them for their assignments in corporate America. Additionally, the Fellows require academic and advisory support throughout the year on both business world related issues at their corporate assignments and on the research papers they are required to submit.

1.3 Scope: The Contractor shall prepare and facilitate Customized Graduate Business School Executive Education that can be conducted over seven business days during the last two weeks of July. During the remainder of the period of performance, participating Graduate Business School faculty will be available to answer Fellows’ questions and provide advice on business world issues, both in general and related to their corporate assignments.

1.4 Quality Assurance (QA): The Government shall evaluate the Contractor’s performance under this contract in accordance with the Performance Requirements summarized in Attachment 1/Technical Exhibit 1 – Performance Requirements Summary. These requirements are primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. They define how the performance standards will be applied, the method/frequency of surveillance (Quality Assurance Surveillance Plan (QASP)), and the minimum acceptable defect rate(s).

1.5 Recognized Holidays: The Contractor is not required to perform service on holidays

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

1.6 Hours of Operation: Fellows typically participate in an eight (8) hours per day training session

1.7 Place of Performance: Training will be performed at a training facility in the National Capital Region or an alternate site proposed by the Contractor and approved by the SDEF Director. The facility must be sized to accommodate no less than 20 Fellows and the SDEF Director. Except in emergency situations, both the Government and the Contractor will make an effort to provide at least seven (7) calendar day notices for training location changes

1.8 Security Requirements: There are no overall security requirements.

1.9 Special Qualifications: Fellows are specifically selected for SDEF training as future Service senior leaders. To ensure necessary training quality and value:

1.9.1 Trainings should be conducted by Graduate Business School tenured level professors.

1.9.2 The Contractor must have experience working with and educating senior military officers and awareness of the leadership requirements needed for military career advancement.

1.9.3 The classroom training curriculum must be customized for the new SDEF Fellows and their specific corporate assignments. Curriculum content must be designed to address the significant issues the Fellows will face on their corporate assignments.

1.9.4 The contractor will provide training classrooms, access to library research facilities, computers, case studies and materials presented at the seminar, and one meal per day.

1.9.5 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The Contracting Officer, Contracting Officers Representative (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 Representative will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will 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.

1.9.6 Contractor Travel: During the remainder of the period of performance following classroom training, contractor personnel will be available to attend one or more group visits of SDEF Fellows to individual corporate sponsors.

1.9.7 Other Direct Costs: This category includes travel, reproduction, and shipping expenses associated with training activities and visits to Contractor facilities.

PART 2 - Definitions and Acronyms

2 Definitions and Acronyms

2.1 DEFINITIONS:

2.1.1 CONTRACTOR. 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.

2.1.2 CONTRACTING OFFICER. A person with 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.

2.1.3 CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications.

This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4 DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5 DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6 KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7 PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8 QUALITY ASSURANCE. The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9 QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.10 SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the Sub-Contractor.

2.1.11 WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12 WORK WEEK. Monday through Friday, unless specified otherwise.

2.2 ACRONYMS:

ACOR Alternate Contracting Officer's Representative BCTF Boards, Commissions, and Task Forces CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DD Form 254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense EM Enterprise Management Directorate FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996 KO Contracting Officer OCI Organizational Conflict of Interest

OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs ODCMO Office of the Deputy Chief Management Officer 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 SDEF Secretary of Defense Corporate Fellows Program TE Technical Exhibit

PART 3 - SPECIFIC TASKS

3 SPECIFIC TASKS:

3.1 Basic Services: The Contractor shall provide senior military officer education and post-training support.

3.2 Performance Requirements: The following specifies the Performance Objectives and Performance Elements for the contract.

3.2.1 Analytical Inputs: The contractor shall successfully conduct a survey of former and current SDEF Fellows to identify key skills and concepts that would be relevant and helpful to new Fellows, to better prepare them for their corporate assignments and to assist them in becoming fully engaged at entry and comfortable in a full variety of business settings needed to execute the requirements specified herein. The contractor shall present findings to SDEF Director and shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

3.2.2 Curriculum Design: The contractor shall design a customized Executive Education curriculum that addresses the specific learning needs of the new SDEF Fellows. The curriculum should feature intensive learning modules, case studies and simulations, and technical notes to supplement and enhance the key concepts. Many of the cases and technical notes should be written specifically for the recipient Fellows. Learning modules must include, but not be limited to, the core areas of marketing, finance, strategy, organizational effectiveness, and internal/external communication. These should offer the tools and perspectives needed by the new SDEF Fellows to understand the key forces that are of concern to various functional areas of business, increase their agility in moving comfortably and effectively into their new situations and create additional value for their companies. In addition, each SDEF Fellow will receive instruction on, and conduct, a thorough industry analysis of his or her corporate assignment, including an analysis of industry competitors.

3.2.3 Executive Coaching. Assistance to the SDEF Fellows during their transition and throughout their SDEF assignments is essential for them to become fully engaged at entry, and comfortable in the business setting. The educational effectiveness of the program must not be limited to the classroom days that the participants share with the instructors. Instructors must be available to the SDEF Fellows throughout the following academic year should they have questions or require additional information and materials.

PART 4 - ATTACHMENT/TECHNICAL EXHIBIT LISTING

4 ATTACHMENT/TECHNICAL EXHIBIT LIST:

4.1 Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

4.2 Attachment 2/Technical Exhibit 2 – Deliverables Schedule

TECHNICAL EXHIBIT 1 – PERFORMANCE REQUIREMENTS SUMMARY

The Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard Performance Threshold Method of Surveillance

Provide personnel to meet PWS requirements

All Contractor personnel shall possess the skills and experience needed to perform the required tasks as specified in the PWS.

All Contractor personnel possess the needed skills within 2 weeks of processing to the SDEF.

The Contractor's work products are suitable to support the full range of analysis as specified in the PWS.

The Contractor's personnel are qualified and adept at presenting clear, concise, factual reports free from political conclusions or any judgment of individual journalist(s). Editorial and typographical errors should be few.

COR review and trainee feedback.

Submit a monthly status report

The Status Reports shall accurately reflect progress, status; proactively identifies and addresses any problems or issues encountered; and recommended resolutions are feasible and likely to succeed in resolving issues.

Report is submitted by the first Friday of every month

Reports are grammatically correct and professional in appearance

Deviation with COR or designee approval.

No more than 3 reports may be submitted by COB of the first Monday following the first Friday of each month

Draft documents contain minor typographical errors; Final documents are error free

COR Review

Hours of Work/Workload Management

The Contractor shall ensure that sufficient staff is available on-site at all times during core business hours to support assigned requirements. The Contractor shall ensure its personnel accomplish the assigned tasks within agreed upon schedules, and at an acceptable level of quality.

The Contractor ensures that sufficient staff is available during core business hours to proactively interact with clients and complete the requirements specified in the PWS. Contractor also ensures the COR is informed of developments with assigned actions.

COR review & trainee feedback

Services and Deliverables

The Contractor provides the full range of services required to support the tasks addressed in Part 5 of the PWS.

The Contractor provides competent expertise and analysis that is consistent with the quality levels specified in the PWS.

Deliverables are factual, well-written, 99% free of grammatical errors or misspellings, and free from political conclusions drawn by the analyst or any judgment of individual journalists. Writing meets college Baccalaureate degree standards for English grammar, spelling, and composition.

Deliverables are accomplished by the due date/time specified in Technical Exhibit 2 of the

PWS.

Random review of work products by the COR no less than once a week and feedback from trainees.

TECHNICAL EXHIBIT 2 - DELIVERABLES SCHEDULE

Deliverable Frequency # of Copies Medium/Format Submit To

Project Outline Within five (5) days of contract placement one MS Word Delivered to COR via email and attached to invoice

Preliminary Seminar Curriculum 24 June one MS Word Delivered to COR via email and attached to invoice

Final Seminar Curriculum 1 July one MS Word Delivered to COR via email and attached to invoice

Read Ahead Course Material 8 July 24 As Applicable Delivered to COR

After Action Report Within 30 days of course completion one MS Word Delivered to COR via email and attached to invoice

Proposed Travel Plan Two weeks prior to travel dates one MS Word Delivered to COR via email and attached to invoice

Follow-on information/materials As requested one As Applicable Requesting Corporate Fellow

Monthly Status Report (MSR) First Friday of every month

One / Month

MS Word Delivered to COR via email and attached to invoice

Standard