DRAFT_ Attachment 1_IMS PWS.pdf

PERFORMANCE WORK STATEMENT (PWS)

FOR

NGB-PI Integrated Management System (IMS) Services

1.0 General: The National Guard Bureau (NGB) has requirements under the Government Performance Results Act – Modernization Act and Title 10 United States Code to use the Integrated Management System as a systematic business practice to continuously improve the effectiveness and efficiency of business operations, and to transform the business operations and workforce culture across the National Guard Enterprise (NGE) to meet emerging and future requirements. This includes streamlining business processes and operations of not only NGB, but also the 54 States, Territories, and the District of Columbia. As the NGB’s program lead for NGB’s IMS, the Performance Improvement Office requires Contractor support to implement actions in the furtherance of our mission and achievement of the following goals:

Goal 1: Improve Performance (efficiency & effectiveness) of Business Operations.

Goal 2: Achieve Program/Project Goals (results).

Goal 3: Pursue Organizational Performance Excellence (performance improvement).

To facilitate this NGB is seeking administrative and professional management services to provide: (1) Business Management and Strategic Planning/Execution Facilitation (BMSE) Services using the Baldrige Excellence Framework; (2) Industry Perspective Strategic Planning and Execution Consulting Services (IPSP); (3) Operational Workflow Management (OWM) services; and (4) Performance and Knowledge Management (PM) services (5) Qualitative Analysis and Evaluation (QAE).

The BMSE services include: (1) Performance Assessment Analysis Services (2) Baldrige Program Services; and (3) Facilitation Services. This will be referred to in this document in Section 5.1.

The IPSP services include: (1) Conduct five 5-day strategic planning and strategic execution workshops at five different regional locations for the NGB states and territories. This will be referred to in this document in Section 5.2.

The OWM services include: (1) Customer Satisfaction Services, (2) Travel Coordination Services, (3) Daily Workflow Management Services, (4) Tracking Training Services, (5) Award Event Planning Services, and (6) Supply Services. This will be referred to in this document in Sections 5.4.

The PM services include: (1) Training Services, (2) Data Analysis Services, (3) Metrics Creation Services, (4) SharePoint® Services, (5) Knowledge Management Services, (5) Performance Assessment Analysis Services, and (6) Baldrige Program Services. This will be referred to in this document in Sections 5.5.

The KM services include: (Knowledge Management Assessments Services, Content Management Services, SharePoint® Development and Administration Services, Business Process Analysis Services, Data Visualization Services, and Training Services. This will be referred to in this document in Section 5.6.

The QAE services include: (1) Data Collection Services, Data Visualization Services, Process Mining Services, Complex Event Processing, Business Performance Management (Including performance measurement) Services, Predictive Analytics Services, Prescriptive Analytics Services, Decision Architecture Services, Business Process Improvement Services, and Executive Reporting Services. This will be referred to in this document in sections 5.7.

1.1 Scope: The Contractor shall provide all personnel, equipment, tools, materials, supervision, and quality control necessary, except as specified in Paragraph 3.0 as Government Furnished, to perform Integrated Management System Services, as defined in this PWS.

1.1.1 Objectives

1.2 Background: The Fiscal Year (FY) 2009 National Defense Authorization Act (NDAA), Public Law 110-417 section 908, requires an Office of Business Transformation for each of the military departments and grants authority to the Director of Business Transformation to direct actions within the purpose and scope of business transformation, and reform initiatives including implementation of an Integrated Management System (IMS) and development of enterprise wide performance initiatives and business system architecture that meets the requirements USC 125a and 10 USC section 2222.

As a result, in 2009 the Director, Army National Guard (DARNG) established the Business Transformation Office (BTO) to deploy and execute the required programs, to advise the DARNG on business transformation, to coordinate with the Army’s Office of Business Transformation, to directly support NGB general officer (GO) attendance to the corresponding Army Business Council (ABC) governance, and to coordinate business transformation taskings for the directorate.

In 2011 The Army Manpower Agency conducted a manpower study for the staff at Temple Army National Guard Readiness Center (TARC) that identified a shortage of critical positions in BTO which the government lacked internal resources to accomplish.

As a result, the government determined to fill the capability gap with contract services.

In 2015 the Army established Army Regulation 5-1, Management of Army Business Operations which detailed IMS requirements and expanded the DARNG’s responsibilities on behalf of the Chief of National Guard Bureau (CNGB) for Business Transformation to include annual training on the Baldrige Performance Excellence Program, and establishment of a Lean Six Sigma deployment officer (NGB-PI).

In 2017, CNGB established additional requirements for the BTO to coordinate ongoing assessment of the 54 states and territories and assistance (the NGB Assistance Program) to select states and territories for performance improvement, further increasing both performance and knowledge management, and operational workflow requirements for BTO.

In 2021, BTO was realigned from the ARNG directorate to the NGB Joint Staff’s Directorate of Management & Administration (NGB-DMA) as directed by CNGB DM&A establishment memorandum dated 29 October 2021 in order to support Business Transformation and Performance Improvement across the NGB and the NGE.

In January of 2024, the BTO was renamed Performance Improvement Office (NGB-PI).

Along with the name change, the PIO is tasked with strengthening the organization’s foundation by supporting and building the capability for high impact data driven decision analysis. PIO helps the organization to analyze and evaluate the results of its plans, programs, and organizational functions and facilitate better management of its strategic and long-range business objectives. PIO accomplishes this, in part, through providing analytical support to NGB components through quantitative researching and assessing high-priority topics, facilitating decision-making sessions for senior leaders, and tracking the status of action items resulting from the sessions. PIO also facilitates analytic capacity building for the organization by sharing findings and data sets used in analyses through internal knowledge management and information sharing portals.

1.3 Period of Performance (PoP): The PoP shall consist of a 12-month (one-year) Base Period, four 12-month (one-year) Option Periods, and up to a six-month extension in accordance with Federal Acquisition Regulation (FAR) 52.217-8, Option to Extend Services.

1.4 General Information:

1.4.1 Place and Performance of Services:

The Contractor shall provide OWM and PM services between the hours of 0700-1700 on Monday through Friday, except on recognized US holidays or when the Government facility/installation is closed due to local or national emergencies, administrative closings, or similar Government-directed facility/installation closings. Performance shall be at the Temple Arlington Readiness Center (TARC), 111 South George Mason Drive, Arlington, VA 22204. The Contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential.

The Contractor shall provide BMSE services between the hours of 0700-1700 (for the appropriate Time Zone where work is to be performed) on Monday through Friday, except on recognized US holidays or when the Government facility/installation is closed due to local or national emergencies, administrative closings, or similar Government-directed facility/installation closings. BMSE services shall be at National Guard Facility locations which ensure coverage for NGB TARC and three of the four regions of NGB- PI’s regional map of supported states, territories, and the District of Columbia (see Technical Exhibit #4) except during periods of travel as specified in Section 1.4.12.

Telework and remote work is authorized.

The Contractor shall provide IPSP services between the hours of 0700-1700 on Monday through Friday, except on recognized US holidays at specific locations within any of the 54 NGB States, Territories, or the District of Columba, determined by schedule set by the Government annually (beginning with the start of the POP). The Contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential. Telework is not authorized.

The Contractor shall provide KM and QAE services between the hours of 0700-1700 on Monday through Friday, except on recognized US holidays at specific locations within any of the 54 NGB States, Territories, or the District of Columbia, determined by schedule set by the Government annually (beginning with the start of the POP). The Contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential. Telework and remote work is authorized.

1.4.1.1 Telework: The Government will permit the Contractor to telework in support of the BMSE, PM, and QAE services requirements. The Government will not permit the Contractor to telework in support of the OWM, and IPSP services requirements. In furtherance of Continuity of Operations Planning (COOP), a telework program may be enacted to ensure that the Government's mission-critical operations stay operational during times of national emergency or incidents of national significance. A telework plan detailing how mission will be accomplished must be submitted to the Contracting Officer’s Representative (COR) for review and approval 21 calendar days prior to commencement of telework. All telework plans agreements shall include the date, time, and description of the tasks to be performed. Telework shall be at no additional cost to the Government.

1.4.1.2 Unscheduled gate closures by the Security Police may occur at any time causing all personnel entering or exiting a closed installation to experience a delay. This cannot be predicted or prevented. Contractors are not compensated for unexpected closures or delays. Vehicles operated by Contractor personnel are subject to search pursuant to applicable regulations. Any moving violation of any applicable motor vehicle regulation may result in the termination of the Contractor employee’s installation driving privileges.

1.4.1.3 The Contractor’s employees shall become familiar with and obey the regulations of the installation; including fire, traffic, safety and security regulations while on the installation. Contractor employees should only enter restricted areas when required to do so and only upon prior approval. All Contractor employees shall carry proper identification with them at all times, and shall be subject to such checks as may be deemed necessary. The Contractor shall ensure compliance with all regulations and orders of the installation, which may affect performance. The Government reserves the right to direct the removal of an employee from Government property or revoke access to Government systems for misconduct, security reasons, or any overt evidence of communicable disease. Removal of Contractor employees for reasons stated above does not relieve the Contractor from responsibility for total performance of this contract.

1.4.2 Recognized Holidays: The Contractor shall not perform services on recognized U.S. holidays. All recognized holidays can be found at https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/. Most Federal employees work on a Monday through Friday schedule. For these employees, when a holiday falls on a non-workday (Saturday through Sunday) the holiday usually observed on Monday (if the holiday falls on a Sunday) or Friday (if the holiday falls on Saturday). The Contractor shall be responsible for knowing when Federal holidays are recognized as this may affect the status of Federal facilities and Contractor access to such facilities.

1.4.3 Quality Control (QC): The Contractor shall develop and maintain an effective QC Plan (QCP) to ensure services are performed in accordance with 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 itself that its work complies with the requirements of the contract. As a minimum, the Contractor shall develop QC procedures that address the areas identified in Technical Exhibit 1, Performance Requirements Summary (PRS). A final QCP shall be submitted to the Contracting Officer Representative (COR) NLT 14 calendar days after contract award. After acceptance of the QCP, the Contractor shall obtain the Contracting Officer’s (KO’s) acceptance in writing of any proposed changes to its QCP.

1.4.4 Quality Assurance (QA): 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 will 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 acceptable quality level(s) or defect rate(s).

1.4.5 Installation Access and Security Requirements. The Contractor shall comply with all applicable installation/facility access and local security policies and procedures, which may be obtained from the COR. The Contractor and all associated sub- Contractor employees shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services, or Security Office. The Contractor shall ensure compliance with all personal identity verification requirements as directed by Department of Defense (DoD), Headquarters Department of Army (HQDA) and/or local https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ policy (see PWS 6.0). Should the Force Protection Condition (FPCON) change, the Government may require changes in Contractor security matters or processes.

1.4.5.1 For Contractors requiring Common Access Card (CAC): The CAC is the DoD Federal Personal Identity Verification (PIV) credential. Before CAC issuance, the Contractor employee requires, at a minimum, a favorably adjudicated Tier 1 or an equivalent or higher investigation in accordance with Army Directive 2014-05. The Contractor employee will be issued a CAC only if duties involve one of the following:

(1) both physical access to a DoD facility and access, via logon, to DoD networks on-site or remotely;

(2) remote access, via logon, to a DoD network using DoD-approved remote access procedures; or

(3) physical access to multiple DoD facilities or multiple non-DoD federally controlled facilities on behalf of the DoD on a recurring basis for a period of 6 months or more. At the discretion of the sponsoring activity, an initial CAC may be issued based on a favorable review of the FBI fingerprint check and a successfully scheduled Tier 1 investigation at the Office of Personnel Management.

Sponsorship and enrollment information about each applicant must be registered in the Defense Enrollment Eligibility Reporting System (DEERS) through either the Real-Time Automated Personnel ID System (RAPIDS) using the DD Form 1172-2 or the Mission Partner Identity, Credential and Access Management (MP ICAM) System.

1.4.5.1.1 Homeland Security Presidential Directive (HSPD)-12 Background Investigation Requirements: The Contractor shall ensure that all Contractor and sub-Contractor personnel whose duties require CAC card issuance obtain them, and shall process all CAC card applications. The Contractor shall ensure that all employees requiring an initial background investigation complete a Personnel Security Investigation Portal (PSIP) form at Attachment TBD, at the earliest possible date and that this form is forwarded to the COR immediately. The COR will review the form for completeness and accuracy and forward it to the National Guard Bureau (NGB) Personnel Security manager who will initiate the investigation process via the PSIP. Contractor personnel will then receive two e-mail messages; the first will confirm that the investigative service provider has received the request, and the second will provide instructions for the completion of the appropriate form via the Electronic Questionnaires for Investigations Processing (e-QIP) system. Upon completion of the e-QIP questionnaire and submittal of all required documents, including fingerprint card to the security manager, the background investigation (BI) will be initiated. The Contractor shall ensure immediate compliance with all instructions regarding background investigation processing, including those provided verbally, by e-mail or via a Government system. The Contractor is cautioned that the entire process from submittal of the PSIP form to return of the FBI fingerprint check may routinely take from two to six weeks and shall factor this lead time into its hiring/placement process. The Contractor shall make all reasonable efforts to ensure that Contractor employees meet CAC eligibility standards upon assignment to the contract and shall be held responsible for delays, failure to meet performance requirements or decreases in efficiency in accordance with the applicable inspection clause.

1.4.5.1.2 Mission Partner Identity, Credential and Access Management (MP ICAM):

The Contractor shall process CAC applications through the MP ICAM, the procedures for which are described below. Although there is no requirement for the Contractor to designate a “Corporate Facility Security Officer” (FSO) to serve as its single point of contact for the BI, the MP ICAM application process and other CAC and security-related matters, such designation facilitates these processes. If a Corporate FSO is not established, all Contractor employees requiring a CAC will be required to process their own applications. The submission process for CAC applications is as follows:

1. The Contractor's FSO or Contractor employee shall submit requests for a CAC via email to the designated Mission Partner Identity, Credential and Access Management (MP ICAM) Mission Partner Affiliation Sponsor (MPAS). The MP ICAM MPAS for this requirement will be: TBD

2. The Government will establish a MP ICAM application account for each CAC Request and will provide each Contractor employee a user ID and password, via email, to the Contractor’s FSO or Contractor employee. The FSO or Contractor employee shall access the MP ICAM account and complete the CAC application (entering/editing Contractor information as applicable) at TBD. The Contractor’s FSO or Contractor employee shall follow up to ensure that the MP ICAM MPAS is processing the request.

3. The Government will inform the Contractor's applicant, via email, of one of the following:

a. Approval.* Upon approval, the information is transferred to the DEERS database and an email notification is sent to the Contractor with instructions on obtaining their CAC. The Contractor proceeds to a RAPIDS station (RAPIDS Site Locator:

http://www.dmdc.osd.mil/rsl/).

b. Rejection.* The Government, in separate correspondence, will provide reason(s) for rejection.

c. Return. Additional information or correction to the application required by the Contractor employee.

*The Contractor shall maintain records of all approved and rejected applications.

1.4.5.1.3 At the RAPIDS station, the RAPIDS Verification Officer will verify the Contractor employee by Social Security Number (SSN) and two forms of identification.

Identity source documents must come from the list of acceptable documents included in Form I-9, OMB No. 1615-0047, "Employment Eligibility Verification". Consistent with http://www.dmdc.osd.mil/rsl/) applicable law, at least one document from the Form I-9 list shall be a valid (unexpired) State or Federal Government-issued picture ID. The Identity documents will be inspected for authenticity and scanned and stored in the DEERS upon issuance of an ID. The photo ID requirement cannot be waived, consistent with applicable statutory requirements. The Verification Officer will capture primary and alternate fingerprints, picture, and updates to DEERS, and will then issue a CAC. Issued CACs will be valid for no longer than three years, or until the individual's contract end date (inclusive of any options), whichever is earlier.

1.4.5.1.4 The Contractor shall manage requests for new or renewal CAC cards in sufficient time to ensure that all Contractor employees have them when needed to perform work under this contract. The Contractor shall provide at least 14 calendar days advance notice to the MP ICAM MPAS, unless there are extenuating circumstances approved by the COR or KO.

1.4.5.1.5 The Contractor shall return issued CACs to the DEERS office within 7 calendar days of departure or dismissal of each Contractor employee, and shall obtain a receipt for each card and provide it to the MP ICAM MPAS/COR.

1.4.5.1.5.1 Failure to comply with these requirements may result in withholding of final payment.

1.4.5.1.6 The Contractor shall obtain an Army email address for each applicant, including sub-contractors, who may be deployed or require logical access to a Government computer network. Note: If employees of a Contractor lose the privilege to access Army email, they lose the ability to renew their CAC. Therefore, it is critical that Contractor employees maintain their Army email accounts.

1.4.5.2 For Contractors that do not require a CAC, but require access to a DoD facility or installation: Contractor and all associated sub-Contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05), and applicable installation, facility and area commander installation/facility access, and local security policies and procedures (provided by a Government representative).

1.4.5.3 Awareness Training (AT) Level 1: All Contractor employees, including subcontractor employees, requiring access to Army installations, facilities, and controlled access areas shall complete AT Level 1 training within 30 calendar days after contract start date and within 30 calendar days of new employees commencing performance. The Contractor shall submit certificates of completion for each affected Contractor and subcontractor employee to the COR within 14 calendar days after completion of training by each employee or subcontractor personnel. AT Level 1 awareness training is available at the following website:

https://jkodirect.jten.mil/Atlas2/page/desktop/DesktopHome.jsf.

1.4.5.4 iWATCH Training: The Contractor and all associated sub-Contractors with an area of performance within an Army-controlled installation, facilities or area shall brief all employees on the local iWATCH program (training standards provided by the requiring activity Antiterrorism Officer (ATO)). This local developed training shall be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR or the KO. This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance. The Contractor shall report completion for each Contractor employee and sub-Contractor employee to the COR, within 14 calendar days after completion of training.

1.4.5.5 Communications Security/Information Technology (COMSEC/IT) Security. All communications with DoD organizations are subject to COMSEC review. All telephone communications networks are continually subject to intercept by unfriendly intelligence organizations. DoD has authorized the military departments to conduct COMSEC monitoring and recording of telephone calls originating from, or terminating at, DoD organizations. Therefore, the Contractor is advised that any time Contractor personnel place or receive a call they are subject to COMSEC procedures. The Contractor shall ensure wide and frequent dissemination of the above information to all employees dealing with DoD information. The Contractor shall abide by all Government regulations concerning the authorized use of the Government's computer network, including the restriction against using the network to recruit Government personnel or advertise job openings.

1.4.5.6 Use of Government Information Systems (IS) and access to Government networks is a revocable privilege, not a right. Users are the foundation of the DoD strategy and their actions affect the most vulnerable portion of the Army Enterprise Infostructure (AEI). Contractor employees shall have a favorable background investigation or hold a security clearance and access approvals commensurate with the level of information processed or available on the system. Contractor employees shall:

1.4.5.6.1 Comply with the command's Acceptable Use Policy (AUP) for Government owned IS and sign an AUP prior to or upon account activation.

1.4.5.6.2 Complete initial and/or annual Information Assurance (IA) training as defined in the IA Best Business Practices (BBP) training (https://atc.us.army.mil/iastar/docs/Training_BBP.pdf).

1.4.5.6.3 Mark and safeguard files, output products, and storage media per classification level and disseminate them only to individuals authorized to receive them with a valid need to know.

1.4.5.6.4 Protect IS and IS peripherals located in their respective areas in accordance with physical security and data protection requirements.

https://atc.us.army.mil/iastar/docs/Training_BBP.pdf

1.4.5.6.5 Practice safe network and Internet operating principles and take no actions that threaten the integrity of the system or network.

1.4.5.7 Army Training Certification Tracking System (ATCTS): All Contractor employees with access to a Government information system shall be registered in ATCTS (https://atc.us.army.mil/iastar/index.php) at commencement of services, and shall successfully complete the DoD Information Assurance awareness training prior to access to the IS and then annually thereafter. (https://cs.signal.army.mil/login.asp).

1.4.5.8 Information Assurance (IA) Training. All Contractor employees and associated sub-Contractor employees shall complete the DoD IA Awareness Training before issuance of network access and annually thereafter.

1.4.5.9 Reserved.

1.4.5.10 Protection of Personally Identifiable Information (PII). The Contractor shall protect all PII encountered in the performance of services in accordance with Defense Federal Acquisition Regulation Supplement (DFARS) 224.103 Personally Identifiable Information and Department of Defense Directive (DoDD) 5400.11, Department of Defense Privacy Program, and DoD 5400.11-R. If a PII breach results from the Contractor’s violation of the policies, the Contractor shall bear all notification costs, call-center support costs, and credit monitoring service costs for all individuals whose PII has been compromised.

1.4.5.11 Operations Security (OPSEC) Training: In accordance with AR 530-1, Operations Security, new Contractor employees shall complete Level I OPSEC training within 30 calendar days of their reporting for duty and annually thereafter. The Contractor shall submit certificates of completion for each Contractor employee to the COR within 14 calendar days after completion of training. Level 1 OPSEC training is available at https://securityawareness.usalearning.gov/opsec/index.htm.

1.4.5.12 Reserved.

1.4.5.13 Access to Classified Information. The Contractor shall comply with FAR 52.204-2, Security Requirements. This clause applies to contracts that involve access to information classified “Confidential,” “Secret,” or “Top Secret,” and requires Contractors to comply with the Security Agreement (DD Form 441), including the National Industrial Security Program Operating Manual (32 CFR 117) and applicable updates/changes. A secret facility clearance is required for performance and all assigned personnel must possess and maintain a Secret personnel security clearance. See further security requirements in the attached DD 254.

1.4.5.14 Threat Awareness and Reporting Program (TARP). Per AR 381-12, Threat Awareness and Reporting Program (TARP), Contractor employees with security clearances must receive annual TARP training by a counterintelligence (CI) agent or https://atc.us.army.mil/iastar/index.php https://securityawareness.usalearning.gov/opsec/index.htm other trainer as specified in Chapter 2 Threat Awareness and Education, Section II, paragraph 2-4b. The Contractor shall identify annual TARP training, personnel trained, and date of training within 14 calendar days of training completion.

1.4.6 Physical Security. The Contractor shall safeguard all Government property provided for Contractor use. At the close of each work period, Government facilities, equipment and materials shall be secured.

1.4.6.1 Key Control. NOTE: All references to keys include key cards. The Contractor shall establish and implement methods of ensuring that no keys/key cards issued by the Government are lost or misplaced or are used by unauthorized persons. No keys issued by the Government shall be duplicated. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall include procedures covering key control in the QCP.

1.4.6.1.1 The Contractor shall immediately report any occurrences of lost or duplicated keys/key cards to the COR.

1.4.6.1.2 In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction by the KO, re-key or replace the affected lock or locks;

however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the Government replaces or re-keys the locks, the Government will deduct the total cost of lock replacement or re-keying from the monthly payment due the Contractor. In the event a master key is lost or duplicated, the Government will replace all locks and keys for that system and will deduct the total cost from the monthly payment due the Contractor.

1.4.6.1.3 The contactor shall prohibit the use of the Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than contactor employees engaged in the performance of services in those areas, or personnel authorized entrance by the KO.

1.4.6.2 Reserved.

1.4.7 Special Qualifications: The Contractor shall ensure all employees possess all required security clearances, licenses and vetted certifications used in the performance of this contract, to include:

Data Scientist requires a bachelor’s degree in systems engineering, Computer Science or related discipline. Must have seven (7) years of experience in analytics. A strong background in predictive modeling, simulation, artificial intelligence, and machine learning. Experience and expertise in statistical and data mining techniques such as Regression, Boosting, Clustering, Trees, etc. Must have experience in Natural Language Processing (keyword extraction and sentiment analysis), algorithm design.

Mandatory proficiency in analytics programming language such as SAS®, Python®, R©, and Scala®. Visualization skills such as, but not limited to Tableau® or Power BI.

1.4.7.1 The Contractor shall have a strong working knowledge of the following, in order to successfully complete the required tasks in this PWS:

1.4.7.1.1 Accomplishment of complex studies requiring application of analytical and statistical methods and techniques.

1.4.7.1.2 Strong organizational skills.

1.4.7.1.3 Provide excellent verbal and written communication with a variety of audiences at all levels of the organization.

1.4.7.1.4 Provide thorough knowledge of underlying principals, methods, procedures, and evaluative techniques to administer a wide range of reinvention/reengineering programs.

1.4.7.1.5 Maintain comprehensive knowledge of quantitative and qualitative methods and techniques to manage, plan, coordinate, integrate and implement NGB initiatives such as Business Transformation, Innovation, Performance Improvement and Continuous Process Improvement.

1.4.7.1.6 Maintain comprehensive knowledge of laws/regulations/policies/practices promulgated by Office of Management and Budget/OSD/HQDA/CNGB/ARNG and private industry for assessment of organizational efficiency and effectiveness.

1.4.7.1.7 Computer Skills to include Microsoft Office® and statistical analysis software.

1.4.8 Reserved.

1.4.9 Contract Manager (CM): The contactor shall designate a CM who shall ensure performance under this contract. The name of this person, and an alternate who shall act for the Contractor when the CM is absent, shall be designated in writing to the KO.

The CM or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The CM shall work through the COR, to resolve issues, receive technical instructions, and ensure adequate performance of services. The CM shall ensure that Contractor employees do not perform any services outside the scope of the contract without an official modification issued by the KO. The CM shall ensure Contractor employees understand that services performed outside the scope of the contract are performed wholly at the expense of the Contractor.

1.4.10 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 are required to identify themselves as such to avoid creating an impression that they are Government employees. The Contractor shall ensure that all documents or reports produced by Contractor personnel are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. The Contractor’s status as a “Contractor” shall be predominantly displayed in all correspondence types (to include signature blocks on e-mail) and dealings with Government or non-Government entities. Contractor personnel shall wear identification badges distinguishing themselves as such. The badges shall have the company name, employee name and the word “Contractor” displayed.

1.4.10.1 The Contractor shall retrieve all identification media (including vehicle passes) from its employees who depart employment for any reason. The Contractor shall return all identification media (i.e., badges and vehicles passes) to the KO within 14 calendar days of an employee’s departure.

1.4.11. Combating Trafficking in Persons: The United States Government has adopted a zero-tolerance policy regarding trafficking in persons. Contractors and Contractor employees shall not engage in severe forms of trafficking in persons during the period of performance of the contract; procure commercial sex acts during the period of performance of the contract; or use forced labor in the performance of the contract. The Contractor shall notify its employees of the United States Government’s zero tolerance policy, the actions that will be taken against employees for violations of this policy. The Contractor shall take appropriate action, up to and including termination, against employees or sub-Contractors that violate the US Government policy as described at

FAR 22.17.

1.4.12 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the KO in accordance with FAR Subpart 42.5. Post-award Orientation. The KO, COR and other Government personnel, as appropriate, may meet periodically with the Contractor to review the contactor’s performance. At these meetings, the KO 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. The Contractor shall resolve outstanding issues raised by the Government. Contractor attendance at these meetings shall be at no additional cost to the Government.

1.4.13 Contractor Travel

1.4.13.1 The Contractor shall travel to various CONUS and OCONUS U.S. locations during the performance of this contract to attend meetings and to conduct and deliver advisement, facilitation, planning, and assessment (BMSE, IPSP, PM, QAE) services of this contract to the National Guard organizations of the 54 States, Territories, and DC.

1.4.13.2 The Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires COR recommendation for approval and/or authorization by the KO prior to travel arrangements being made.

1.4.13.3 In the event the Government requires additional travel, the contract will be modified via bilateral modification through the Contracting Officer. The Contractor may be required to travel to off-site training locations and to ship training aids to these locations in the performance of this contract. The cost of shipping training aids shall be borne by the Contractor.

1.4.14 Data Rights: The Government has unlimited rights to all documents/materials produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the Contractor without written permission from the KO. 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.

1.4.15 Organizational Conflicts of Interest (OCI): The Contractor and subContractor personnel performing services 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 OCIs, as defined in FAR Subpart 9.5. The Contractor shall notify the KO immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the KO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the KO. In the event the KO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the KO may impose 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.

1.4.16 Reserved.

2.0 Definitions and Acronyms:

2.1 Definitions:

AD HOC ANALYSIS. Business intelligence process designed to answer a single, specific business question. The product of ad hoc analysis is typically a statistical model, analytic report, or other type of data summary.

ANALYTICS. The systematic processing and manipulation of data to uncover patterns, relationships between data, historical trends and attempts at predictions of future behaviors and events.

ARTIFICIAL INTELLIGENCE (AI). The ability to have machines act with apparent intelligence.

BALDRIGE CRITERIA. The Baldrige Criteria for Performance Excellence are the specific organizational assessment items (criteria) listed within the Baldrige Excellence Framework. The criteria employs a systems perspective to align and improve efforts across an organization through a focus on seven categories: leadership, strategy, customers, measurement analysis and knowledge management, workforce, operations, and results.

BALDRIGE EXCELLENCE FRAMEWORK (BEF). Published by the Department of Commerce’s National Institute of Standards & Technologies, this framework provides proven leadership and management best practices that generate industry-leading organizational performance. There are multiple versions of the BEF, with each version tailored to a given sector of business. NGB utilizes the BEF specific to government & non-profit business.

BASELINE. A projection of the estimated receipts, outlays, and deficit or surplus that would result from continuing current law or current practices through the period covered.

BENCHMARKS. Processes and results that represent best practices and performance for similar activities, inside or outside an organization’s profession. Organizations engage in benchmarking as an approach to understand the current dimensions of world-class performance and to achieve discontinuous (non-incremental) or breakthrough improvement.

BUSINESS ENTERPRISE ARCHITECTURE (BEA). The BEA is the enterprise architecture for the DOD BMA and reflects DOD business transformation priorities; the business capabilities required to support those priorities; and the combinations of enterprise systems and initiatives that enable those capabilities. It also supports use of this information within an end-to-end (E2E) framework. The purpose of the BEA is to provide a blueprint for DOD business transformation that helps ensure the right capabilities, resources, and material are rapidly delivered to the force.

BUSINESS INTELLIGENCE (BI). Set of processes, architectures, and technologies that convert raw data into meaningful information that drives profitable business actions. It is a suite of software and services to transform data into actionable intelligence and knowledge.

BUSINESS OPERATIONS. Those activities across the NGE that enable the NGB to execute its 10 USC functions to organize, man, train, equip, and sustain forces for the conduct of prompt and sustained operations.

BUSINESS TRANSFORMATION (BT). Making fundamental changes to an organization’s business operations to reposition the organization to meet emerging future requirements and to improve performance across the enterprise by making business operations more agile, efficient, and effective.

BUSINESS TRANSFORMATION INITIATIVE. An initiative designed to enhance organizational effectiveness and/or efficiency through reform or modernization of business operations.

BUSINESS PROCESS IMPROVEMENT (BPI). See CONTINUOUS PROCESS

IMPROVEMENT

CONTINUOUS PROCESS IMPROVEMENT (CPI). A strategic approach to developing a culture of continuous improvement aimed at streamlining processes, eliminating waste, and reducing unnecessary process variation for improved process performance in terms of effectiveness and efficiency.

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.

CONTRACTING OFFICER (KO). A person with authority to enter, 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). An employee of the U.S.

Government designated by the KO to monitor Contractor performance. 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.

CROSS-INDUSTRY STANDARD PROCESS FOR DATA MINING. The industry-proven way to guide data mining efforts consisting of the six phases: business understanding, data understanding, preparation, modeling, evaluation, and deployment.

CYCLE TIME. The actual time spent working on producing an item or providing a service, measured from the start of the first task to the end of the last task. Cycle time includes both value-added time as well as non-value-added time.

DATA. Reinterpretable representation of information in a formalized manner suitable for communication, interpretation, or processing. Data can be processed by humans or by automatic means.

DATABASE. A database is a structured collection of data that is organized for efficient retrieval and management. Databases can contain any type of data, including words, numbers, images, videos, and files. You can use software called a Database Management System (DBMS) to store, retrieve, and edit data.

DATA ANALYTICS. Composite concept consisting of data acquisition, data collection, data validation, data processing, including data quantification, data visualization, and data interpretation.

DATA ANALYTICS LIFE CYCLE. Set of processes that is guided by the organizational need to transform raw data into actionable knowledge, which includes data collection, preparation, analytics, visualization, and access.

DATA ARCHITECTURE. The overall structure of data and data-related resources as an integral part of the enterprise architecture.

DATA GOVERNANCE. Planning, oversight, and control over management of data and the use of data and data-related resources.

DATA LITERACY. The ability to read, write and communicate data in context, including an understanding of data sources and constructs, analytical methods and techniques applied – and the ability to describe the use case, application and resulting value.

DATA MINING. Analytical process that finds correlations or patterns in large data sets for the purpose of data or knowledge discovery.

DATA MODELING AND DESIGN. Analysis, design, building, testing, and maintenance.

DATA QUALITY. Defining, monitoring, maintaining data integrity, and improving data quality.

DATA SCIENCE. The extraction of useful knowledge directly from data through a process of discovery, or of hypothesis of formulation and hypothesis testing.

DATA SCIENCE ANALYTICS. (Including statistical analysis, machine learning, business analytics)

DATA SECURITY. Ensuring privacy, confidentiality, and appropriate access.

DATA INTEGRATION AND INTEROPERABILITY. Acquisition, extraction, transformation movement, delivery, replication, federation, virtualization, and operational support.

DATA STEWARD. Responsible for planning, implementing, and managing (research) data input, storage, search, and presentation.

DATA VALIDTY. Appropriateness of the data for its intended use.

DATA VALUE. The measure of gain, achieved by an organization or individual, because of the data science process implemented. It is also used as a measure of the inherent potential in datasets.

DATA VARIABILITY. Changes in transmission rate, format or structure, semantics, or quality of datasets.

DATA VERACITY. Completeness and/or accuracy of the data.

DATA VOLATILITY. Tendency for data structures to change over time

DOCUMENTS AND CONTENT. Storing, protecting, indexing and enabling access to data found in unstructured sources (electronic files and physical records), marking this data available for integration and interoperability with structured (database) data.

DATA MUNGING. (Also known as data wrangling). The conversion of data to make it easier to work with.

DESCRIPTIVE ANALYTICS. Data aggregation and data mining to provide insight into the past and answer “what has happened?”

DIAGNOSTIC ANALYTICS. Measures against historical data to answer the question “why did it happen?” Provides in-depth insights into the problem by identifying anomalies and determining causal relationships.

DIGITAL DEXTERITY. The customer’s ability and desire to use existing and emerging technology to drive better business outcomes.

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

DELIVERABLE. Anything that can be physically delivered and includes non-manufactured things such as meeting minutes or reports.

DESCRIPTIVE ANALYTICS. Data aggregation and data mining to provide insight into the past and answer “what has happened?”

DIAGNOSTIC ANALYTICS. Measures against historical data to answer the question “why did it happen?” Provides in-depth insights into the problem by identifying anomalies and determining causal relationships.

DIGITAL DEXTERITY – the customer’s ability and desire to use existing and emerging technology to drive better business outcomes.

DIRECTOR ENTERPRISE PROJECTS (aka Director Endorsed). Director interest level projects or for which the Director is Champion.

EFFECTIVE. How well a process or a measure accomplishes its’ intended purpose.

Determining effectiveness requires (1) evaluating how well the process is aligned with the organization’s needs and how well it is deployed, (2) evaluating the outcome of the measure as an indicator of process or service performance, or (3) evaluating how well…