Draft PWS 04222024.pdf

DRAFT Performance Work Statement (PWS)

Professional Support Services for the

Organizational Management and Policy Directorate

(O&MPD)

April 22, 2024

1. INTRODUCTION

1.1 BACKGROUND

The Department of Defense (DoD) faces persistent change. Elements which bring about this change are numerous, driven by factors which are both internal and external to the Federal

Government. Externally-driven changes can result from changes in technology, culture, and world events. Internal drivers of change include direction and initiatives of the Executive and

Legislative branches of Government, and the need to transform DoD organizations and processes to bring about new levels of jointness and efficiency necessary to meet the threats and challenges of the 21st Century. Change affects the missions, roles, and responsibilities of organizations throughout the DoD, which has resulted in an increased focus on joint processes, enterprise-level governance and management, and performance measurement. Departmental leadership, through changes of Secretary of Defense (SecDef) and of Administration, have maintained a critical focus on ensuring efficiency and reform of operations within the

Department, and especially within the Office of the Secretary of Defense (OSD) and those

Defense Agencies and DoD Field Activities under the authority, direction, and control of OSD elements.

This contract supports the needs of the Director of Organizational Management and Policy

(DO&MP) a senior official within the Office Performance Improvement Officer, Director for

Administration and Management (OPIO, DA&M) of the Department of Defense. This entity is referred to throughout this document as “the Government,” outlined in the Scope of Work at paragraph 1.3, and the Performance Work Statement (PWS) at Section 3. This PWS shall apply to any successor organizations fulfilling the governmental roles described in paragraph 1.3 and

Section 3.

1.2 OBJECTIVE

The purpose of this contract is to provide effective professional support and assistance to the government staffs with programmatic activities, knowledge management, legislative support, training development and delivery, studies, research, program compliance and within-mission audit activities, as well as website, database, and information management applications/systems development and management, analysis, and administrative and security matters. Support will enhance the effectiveness of government personnel in completing their missions.

1.3 SCOPE OF WORK

OPIO, DA&M plays a critical role in managing and reforming OSD, among other portions of

DoD. The OPIO, DA&M supports two fundamental missions of the Department: (1) reform of the business operations and resources of the Department, and (2) on-going and enduring management of the Department’s structure for civilian oversight and control of the military.

The OPIO, DA&M serves as the Senior Career Official of the DoD and has authority, direction, and control over the Washington Headquarters Service (WHS), the Pentagon Force Protection

Agency (PFPA), and other related activities. This official is responsible for a wide array of duties with a focus on the enduring management functions and the day-to-day operations of the

Pentagon Reservation. The DO&MP also maintains a strategic role most visible in relation to duties in support of Presidential and Secretarial transitions. The DO&MP supports incoming and outgoing teams, conducts post-transition assessments, captures lessons learned, maintains relevant and useful data, and is responsible for archival records related to the management of

OSD and other organizational units outside of the Military Departments.

DO&MP also supports and implements changes to missions, roles, and responsibilities of organizations across the DoD. As the principal advisor to senior leadership, including the

Secretary of Defense (SecDef), on OSD and DoD organization, management, and administration, DO&MP provides advice and guidance to the OSD Staff and the Heads of the

DoD Components. This advice includes: options for different management arrangements and organizational and governance structures; methods to implement and institutionalize alternative structures; recommendations for optimizing effectiveness and efficiency through improved management arrangements and organizational constructs; and in‑depth advice on means for continual improvement of the management and organization of DoD activities and programs.

The responsibilities and functions of DO&MP include the following as well:

(1) Carry out deliberate or urgent DoD and OSD organizational and management planning, including the establishment of new organizations and/or the realignment or transfer of responsibilities and functions, in support of the SefDef and Deputy Secretary of Defense (DepSecDef) and the PIO, DA&M, as well as the OSD Principal Staff

Assistants (PSAs) and other senior leaders in the Department, when appropriate, and to provide these recommendations and assessments as an organizational “honest broker”;

(2) Develop, oversee, and maintain a full spectrum legislative support capability for the

PIO, DA&M Enterprise, and certain tools for use throughout the OSD;

(3) Provide assessments, support, analyses, and/or recommendations on DoD corporate governance matters to the PIO, DA&M and the DepSecDef in their designated roles managing the Department of Defense;

(4) Provide advice and assistance on OSD/DoD-wide initiatives and projects ensuring that recommendations and courses of action adhere to the highest levels of effectiveness and efficiency and protect the management authorities and prerogatives of the SecDef;

(5) Oversee and manage the organizational policy instruments, including DoD Charter

Directives and directive-type memoranda, used by the SecDef and DepSecDef, supported by the PIO, DA&M, to provide guidance to the Heads of the DoD Components regarding

Organizational Management and Policy Directorate

(O&MPD)

April 22, 2024 their missions, organization and management structure, responsibilities, functions, organizational relationships, precedence, and authorities;

(6) Oversee and direct OSD-wide and/or DoD-wide policy, management and assessment programs, including the DoD Executive Agent (EA) Program, as well as provide support to the National Defense Strategy, National Defense Business Operations Plan, policy pertaining to Major Headquarters Activities, and similar DoD-wide efforts as may be assigned by the PIO, DA&M;

(7) Serve as the primary analytic and coordination support element for the PIO, DA&M in regards to Section 911 of the National Defense Authorization Act of 2017 in regards to Cross-Functional Teams; and

(8) Serve as the PIO, DA&M policy integration and coordination office for the OPIO, DA&M, as necessary.

(9) For all activities and tasks within the scope of this contract, key issues to be researched and supported include tracking and reporting on implementation of strategic documents and initiatives as well as the development of the management processes for using technical solutions in support of processes. In all analyses, consideration shall include management arrangements, process frameworks, and software optimization for integration, functional efficiency, and mission effectiveness for emergent needs of the

Department.

2. GENERAL REQUIREMENTS

2.1 NON-PERSONAL SERVICES

The services and performance required under this contract are determined to be not inherently governmental. The Contractor shall not perform or give the appearance of performing inherently governmental functions as described in Federal Acquisition Regulation (FAR) Part 2 and Subpart 7.5, and all applicable DoD policy. The Government shall neither supervise contractor employees nor control the method by which the Contractor performs the required tasks. All contract personnel shall identify themselves as contracted support personnel in all forms of communication with all entities with whom DA&OP has business dealings. It shall be the responsibility of the Contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Contracting Officer

(CO) immediately.

2.2 BUSINESS RELATIONS

The Contractor shall successfully integrate and coordinate all activity needed to execute the requirements specified herein. The Contractor shall manage the timeliness, completeness, and quality of the contract deliverables. The Contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of all contractor personnel (including subcontractors). The Contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contract personnel.

2.3 CONTRACT MANAGEMENT

The Contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this requirement. The Contractor must maintain continuity between the support operations and the Contractor's corporate offices.

The Contractor shall establish processes and assign appropriate resources to effectively administer this contract. The Contractor shall respond to Government requests for contractual actions in a timely fashion. The Contractor shall have a single point of contact between the Government and Contract personnel assigned to support this PWS. The Contractor shall assign work effort, and shall maintain proper and accurate time keeping records of personnel assigned to work on this requirement including non-disclosure agreements.

2.4 SUBCONTRACT MANAGEMENT

The Contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime Contractor will manage work distribution to ensure there are no

Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the CO and/or Contracting Officer’s Representative (COR).

2.5 CONTRACT PERSONNEL, DISCIPLINES, AND SPECIALTIES

An integral part of successful performance under this contract is not only the production of quality products described in Section 3.0, but also the responsiveness of contract personnel in the day-to-day output of work products. While the end product or deliverable is vital to successful performance, day-to-day oversight also includes client interaction and responsiveness. Accordingly, the Contractor is required to proactively maintain assigned tasks, and be responsive to all entities with professional business dealings related to the assigned tasks.

The Contractor must 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 workforce are essential. Prior to making any changes in personnel proposed and/or assigned to on-site positions, the CO in coordination with the COR may approve the use of a trial period of 60 days to ensure work environment compatibility.

The Government acknowledges that the tasks specified herein may be performed by the same contractor employee (e.g. IT/SharePoint Specialist, Senior could perform administrative duties thereby reducing the overall administrative hours). Therefore, the Contractor is encouraged to include a matrixed team approach that provides coverage across multiple tasks. However, the task specified in Section 3 requires team coverage in accordance with paragraph 3.3.3 of this document, 52 weeks a year (excluding government holidays and weekends); telework is incompatible with some tasks required to be performed on-site.

The work to be performed herein is considered bona fide professional labor (or other labor categories identified in 29 CFR 541) and is exempt from the minimum wage and overtime requirements of the Fair

Labor Standards Act (FLSA).

2.6 TRAINING

The Contractor shall provide training, as necessary, for their personnel to ensure that personnel are trained on the common suite of Microsoft Office tools (e.g., Word, Excel, PowerPoint, and SharePoint) and other applicable programs. The Contractor shall also ensure that all of its employees have been properly trained and are qualified to perform assigned tasks under this PWS. The Government will provide or coordinate training on any new Government-provided equipment or Government-directed training (e.g., Information Assurance). If such training requires travel on the part of contractor employees, local travel costs (e.g., Metro) shall be borne by the contract personnel.

2.7 TRAVEL

All travel within 100 miles of the National Capital Region (NCR) is included in the price of this contract. When movement of contract personnel is required locally (e.g., Metro) costs will be borne by the contract personnel. If required during contract performance, the Contracting Officer shall modify the order to include a travel CLIN to reimburse the Contractor or contract personnel, as applicable, for all other travel outside the 100 mile limitation, which shall be authorized in advance by the CO or COR, for reasonable travel related expenses per FAR 31.205-46 "Travel Costs".

2.8 LOCATION

Work will primarily be performed in the NCR, specifically at the Pentagon and at the Mark Center located at 4800 Mark Center Drive, Alexandria, VA 22350; however, it is permissible that some tasks be performed at the Contractor’s site, as coordinated between the COR and the contractor’s Project

Manager. In the event of a local or national emergency, operations may be moved to another government facility or additional telework may be authorized.

Contract personnel must obtain and maintain the appropriate DoD building pass, as well as a Common

Access Card (CAC) to gain access to office suites and all Information Technology (IT) systems prior to conducting work on this contract. Contract personnel must also read and familiarize themselves with all organizational mission statements and charters, organizational structures, operating instructions, Standard Operating Procedures (SOP), and policy, as appropriate.

2.9 HOURS OF WORK Normal workdays are Monday through Friday except U.S. Federal Holidays.

While some tasks may be urgent and require more than eight (8) hour work days, routine work may be typically accomplished in eight (8) hour work days, (40 hours per week). All support personnel are expected to be available during core office hours from 0900 to 1500 each work day unless alternately arranged with the COR. Contractor personnel should be scheduled to provide a continuing level of support throughout the work day in the primary office of each Directorate. See Paragraph 3.1.3 for additional information.

Contract personnel are not customarily expected to work on Federal holidays, but holiday work is possible, subject to advance scheduling with the Contractor. Recognized Federal holidays are follows:

New Year’s Day

Labor Day

Martin Luther King Jr.’s Birthday

Columbus Day

President’s Day

Veteran’s Day

Memorial Day

Juneteenth

Thanksgiving Day

Independence Day

Christmas Day

The amounts in the schedule of the contract include an allowance for holidays to be observed. The

Government will not be billed for such holidays, except when services are required by the Government and are performed on a holiday. Note that any other day designated by Federal statute, Executive Order, or Presidential proclamation may also be treated as a Federal holiday.

When the Government grants administrative leave to Government employees, or is closed as a result of inclement weather, potentially hazardous conditions, or other special circumstances, contract personnel working at the specific facility/location who are granted administrative leave may also be dismissed at the discretion of the COR to the extent that the overall performance is not adversely impacted. The

Contractor shall at all times 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.

The Contractor shall provide the COR a current schedule for its entire staff assigned to the contract, including planned leave. The Contractor shall assign alternates to cover assignments of any of its staff that are absent sufficient to ensure that the services are not disrupted.

Work outside of the hours specified above will not normally be required. However, due to unforeseen circumstances, the COR may request unusual and lengthy after-hour, weekend, or holiday on-site support for services covered in this scope of work.

2.10 SURGE SUPPORT (Surge Support shall be provided IAW PWS Section 3.1.10, 3.1.11 and 3.1.14)

As directed by the CO, the Contractor shall provide surge project support for additional services within the overall scope of the contract. Surge support may also cover work to support the overall mission of

DA&OP. Such direction will be made via issuance of modification(s) to the contract in accordance with the Schedule of Contract Line Items (CLINs).

In the event that the execution of a Surge CLIN requires additional staffing, the Government will exercise the option at the appropriate CLIN, and the Contractor must provide up to two additional individuals within 15 days of the execution of the modification or the effective date of the surge, whichever comes later. In the event that the execution of a Surge CLIN required more than two additional individuals, the third and subsequent individuals must be available for work no later than 30 days after execution of the modification or the effective date of the Surge, whichever comes later. The

Government encourages faster provision of additional resources when there is an urgent need.

2.11 INVOICING

The Contractor shall invoice monthly as set forth in the contract. The Contractor’s invoice shall be submitted in accordance with FAR 252.232-7006 (Wide Area Workflow Payment Instructions).

2.12 PHYSICAL SECURITY

The Contractor shall be responsible for safeguarding 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.

2.13 PUBLIC RELEASE/NON-DISCLOSURE AGREEMENT (NDA)

The release of all information and material related to this contract is not authorized without the review and approval of the Government. All contractor personnel are required to sign an NDA – see attached

NDA form. The NDA will be due to the CO with a courtesy copy to the COR at time of post award conference and immediately upon replacement of any personnel under this contract.

2.14 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 Federal Acquisition Regulation (FAR) Subpart 42.5. The CO, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings, the CO 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.

2.15 TELEWORK

The Government may permit situational teleworking by contractor personnel, at no additional cost to the Government and when determined to be in the best interest of the Government in meeting work requirements (such as Continuity of Operations Plan (COOP) activities). Telework may be required by the COR if necessitated by operational contingencies, or when necessary to access expertise not otherwise available. SIPRNet access for remote employees is highly preferred. Telework must be pre-approved by the COR.

2.16 COPYRIGHTS

All training materials and content shall include a fully paid-up, lifetime license for use by the U.S.

Government at no additional cost. No external copyright material shall be included in course materials/content unless a paid-up, lifetime copyright license is presented to the Government.

2.17 PUBLIC DISCLOSURE

The Contractor shall not disclose or provide to the public information about training events and attendees/students of training events or sessions. The Contractor shall use its own company identity for any training site or posting of the event(s), if required by the government task manager, the CO, or the

COR. At no time during the performance on the contract will any information be released or posted to the public that identifies the DoD or any of the attendees by name and or their position(s); all of this information will be confidential. Note that training provided under this contract will normally be subject to the conditions of this paragraph.

2.18 ORGANIZATIONAL CONFLICT OF INTEREST

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 Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the CO 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 CO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the CO and in the event the CO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the CO 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.

2.19 SECTION 508 REQUIREMENTS

The Contractor shall ensure that all website postings and electronic and information technology are developed, procured, maintained and used in compliance with Section 508 of the Rehabilitation Act, which is used to provide employees and members of the public with disabilities access to and use of information and data that is comparable to those without disabilities, unless directed by the

Government.

3. TASKS

The following section specifies the Performance Objectives and Performance Elements for the contract.

The Contractor shall perform the following:

3.1. Professional Research and Analysis. Personnel providing the support described in this task utilize research and analytical skills to support the mission of government personnel. Research is primarily focused on government activities, such as statutes, regulations, memoranda, decisional analyses, and other binding or advisory guidance. Any other relevant source of information may be included in this category. Personnel providing analytical support utilize a wide variety of statistical and logical tools and methods to assist government personnel in identifying trends, previously undetected facts, data gaps, risks, or any other conclusions needed to support the completion of mission. Research and analysis may be delivered to the government in a wide variety of methods including the use of electronic tools, as directed by the relevant government task manager. Specific skillsets and focus areas are as follows:

3.1.1 Support to Governance

3.1.1.a Provide support, as directed by the task manager or the COR, to tasks arising from the SecDef or

DepSecDef to support the following governance forums: Four-Star Forum (4SF); Deputy’s

Management Action Group (DMAG); Defense-Wide Review (DWR); Defense Executive Committee;

Senior Steering Group; the Secretary’s Weekly Priorities Review (SWPR); the National Defense

Strategy Implementation Forum (NDS-I); the Legislative Review Panel (LRP); the Deputies Legislative

Review Panel (DLRP); and, other forums created for similar purposes, to include supporting tier forums

(e.g., subordinate bodies that advance issues to SecDef and DepSecDef forums). In support of this effort, from time to time on an as-needed basis, the Contractor will need to redirect support to this arena on short notice, and provide additional support, research, and analytic activities This support consists of agenda setting, meeting management, meeting execution, read-aheads, SharePoint calendar, RSVPs for

40+ Senior Executives, and meeting minutes. While this redirection of effort is not common, there is the possibility of support for multiple events occurring weekly.

3.1.1.b Provide support to track, integrate, and report on strategic documents and initiatives and activities of senior governance councils and departmental efforts through web portals including DMAG

SharePoint Sites on NIPRnet, SIPRnet and JWICS; 4SF SharePoint Sites on NIPRnet and SIPRnet;

DWR SharePoint Site on SIPRNet; SWPR and NDS-I site(s) on SIPRNet, OSD Organizational

Evolution (OOE); DA&OP’s Office Management SharePoint Site; and, the CMO Legislative Support

Capability Portal; and other similar efforts. The Government encourages suggestions for better knowledge management tools and robust knowledge management activities over the performance of the contract; however at the time of award, the current legacy systems and now-planned updates (i.e., SharePoint 2019) will require support. The information products and tools required to support, track, and report the status of the activity and actions include the documented guidelines, processes, and operating procedures and the automated tools that provide multiple users controlled access through a web portal on an individual-by-individual basis. These products require the capability to accommodate linking and integrating of other authoritative data sources for tracking, monitoring, and reporting. This automated tool will be maintained and refined in coordination with the Government. Data and information collected and maintained for this task will be sorted in a variety of ways, as determined by the Government, to allow for the widest possible use. Contractor support will at times include training and coordination of representatives of OSD, the Joint Staff, Combatant Commands, Military

Departments, and other points of contact to ensure information is complete and provided in a timely manner.

3.1.1.c Provide graphics design and development capabilities for producing visual tools, products, and/or other physical and electronic instruments for effectively supporting, across the DOD enterprise, the sequencing, alignment and/or integration of multiple senior leader forums and other decision-making processes.

3.1.1.d Provide expertise and capabilities in data analytics, metric development and comparison, and other data-based capabilities for use in the effective management of a complex organization with multiple lines of functional activities.

3.1.1.e. Activities and deliverables covered by this task include (but are not limited to):

• Develop and maintain web-based library;

• Develop, manage, and implement, at a minimum, annual spiral updates to each authoritative tool as required and directed by the Government;

• Maintain comprehensive governance calendar with associated meeting reports;

• Develop read-aheads and agendas as necessary;

• Leverage authoritative tools to generate tailored reports to support senior leader oversight and management of key governance initiatives;

• Promote and maintain strategic and high priority initiative tracking and reporting; and

• Provide full web-portal maintenance, user-training, and spiral development.

3.1.2 Official Documentation: The volume of staff packages, reports, memoranda, and other deliverables assigned to DA&OP is substantial. To maintain order and provide rapid retrieval, it is essential to have a knowledge management strategy. In support of this mission, the Contractor shall:

• Assist in managing the government’s Information Program, which includes internal and external components.

• Regarding the Internal Information Program, develop, manage, and oversee records and archives

(including traditional document, record, and archive systems leveraging electronic/interactive access to the greatest extent possible) as well as developing/maintaining instruments that portray information for rapid retrieval and use in support of the mission of the Government. This will include accessing, updating, and overseeing and administering one or more SharePoint sites for this purpose.

• Regarding the External Information Program, conceptualize, develop, update, and oversee one or more web site.

• Perform administrative duties within OSD’s tracking management system (in both classified and unclassified environments) as directed by the responsible government manager or the COR. Working with the responsible government manager, ensures that information to be posted on Defense.gov has been reviewed and cleared, and certified as releasable to the public by the appropriate subject matter experts and senior leadership.

• Administer a visual organizational.NET database, OSD Organizational Evolution.

3.1.3 Organizational Policy Support. This task is designed to provide research and analytic support for identification and characterization of alternative organizational and management arrangements applicable to the OSD, Defense Agencies and DoD Field Activities, Combatant Commands, and other

DoD organizations, including staff support for the Immediate Offices of the SecDef and DepSecDef.

The Contractor, shall collect, summarize, file, and catalogue organizational and management deliberations and decisions affecting the DoD Components from legislation, government and independent reviews, governance deliberations, efficiency initiatives, surveys, and other source documents, as appropriate. In addition, upon conclusion of the research and analysis, shall provide reports, studies, briefings, or case studies which summarizes the following considerations, and as needed, any recommendations for organizational and management solutions:

3.1.3.1 Responsibilities of key officials, including policy, component lines of business, and statutory responsibilities;

3.1.3.2 Authority, direction, and control of key officials;

3.1.3.3 Extant and proposed information flows;

3.1.3.4 Coordinating mechanisms and officials (internal and external to the Department)

3.1.3.5 Functional relationship to SecDef priorities;

3.1.3.6 Senior-level governance and management arrangements;

3.1.3.7 Effect on programmed and budgeted resources and administrative and logistic support arrangements;

3.1.3.8 Identify factors such as mission, budget, finance, legal, manpower, personnel, space, information technology, and other relevant factors;

3.1.3.9 The process by which change should be managed to ensure the desired effect.

3.1.4 Legislative Support Capability. In support of this effort the Contractor shall:

• Provide research capability regarding legislative (e.g., find specific and related public laws, references in U.S. Code, congressional bills (status and bill text), congressional and conference reports, Government Accountability Office reports, Office of Management and Budget (OMB) Circulars and

Memoranda, and National Institute of Standards and Technology publications), regulations, and informed analysis and observations on products requested by the Government staff. Products will be provided in soft copy when available.

• Process congressional and public notifications of contracting within appropriate timeframes established by Directorate policy in order to meet the reporting requirements established by the Defense

Federal Acquisition Regulation Supplement and Public Affairs policy, and other timeframes established by leadership and policy.

• Provide suggested inputs which may be considered by government personnel for use in relation to a wide variety of efforts regarding legislative matters.

• Provide tracking and updates to civilian Presidentially Appointed, Senate-confirmed officials tracking document (known as the PAS Tracker).

• Assist with tracking and posting of documents and comments on the Office of Legislative Counsel application and the Congressional Hearings and Reporting Requirements Tracking System.

3.1.5 Support for SecDef-Empowered Cross-Functional Teams (CFTs).

• Provide expert support for the implementation of Section 911 of the Fiscal Year 2017 National

Defense Authorization Act regarding mandated training in support of SecDef-empowered CFTs.

• Finalize curricula for the training of SecDef-empowered CFT members and their supervisors from their parent organizations in all areas mandated by Section 911.

• Finalize curricula for the training of all OSD Presidentially Appointed, Senate-confirmed (PAS) officials in all areas mandated by Section 911.

• Conduct training of team members, parent organization supervisors, and all OSD PAS officials pursuant to Section 911.

• On an on-going basis, maintain, and modify as required, training materials and records of trainings completed; assess, and where appropriate, incorporate new training methodologies and best practices into curricula; and provide training as new officials are brought onboard, or as personnel are selected for participation in Section 911 CFTs.

3.1.6 RESERVED.

3.1.7 RESERVED.

3.1.8 National Defense Strategy Implementation Report. This task applies to the collection, compilation, and reporting of key metrics and other information used by the Secretary of Defense, Deputy Secretary of Defense, and DMAG members, a group comprised of the most senior leaders from every major DoD

Component, to assess progress and identify required process improvements for the implementation of foundational National Defense Strategy implementation enablers. The Contractor must possess comprehensive knowledge of: the major organizational structures of the Department; the responsibilities and relationships, authorities, and functions of DoD Component Heads and OSD Principal Staff

Assistants; major resource, systems, and human resource-related categories comprising the entire spectrum of the Department’s man, train, equip, and organize functions, to include which categories impact joint equities of the Military Departments; the ability to identify trends and inconsistencies in a broad and diverse range of performance data; and, automated data collection, manipulation, and knowledge generation in a collaborative web-based environment.

The Contractor must be able to effectively perform, often on a daily basis, all of the following tasks:

• Solicit from major DoD components sensitive data and reports for effective incorporation into the

National Defense Strategy Implementation Report. Data and reports will encompass, at a minimum, key metrics for:

o Non-Combat Fatalities o Class-A Mishaps o Personnel Non-Deployability Rates o Site Security o Personnel Recruiting o O&M Funding o Major Defense Acquisition Programs (all) Monitoring o Joint Force Readiness o Mission Capable Rates for Major Equipment, Aircraft, and Weapon Systems o Sexual Assault Incidents Tracking o Security Clearance Backlogs

• Transfer all Report-related data into a virtual environment using knowledge management best practices; evolve the virtual environment to best support SecDef, DepSecDef, and key leader oversight needs.

• Design and produce tailored reports, based on all types of related performance metrics, for senior leaders’ use.

• Manage databases, member directories, schedules, reporting milestones, and meeting presentations involving the DMAG’s monthly or ad hoc meetings on the National Defense Strategy Implementation

Report.

• Maintain the DoD institutional repository for all National Defense Strategy Implementation Reports, related data, and senior leader decisions impacting related performance oversight methodologies.

• Consolidate, track, and assess internal team performance data for meeting National Defense Strategy

Implementation Report support requirements.

3.1.9 Support to Directives, Issuances, and Other Official Documentation. This task applies to the documentation created, reviewed, and made effective as a result of the mission efforts of the

Government. In support of this effort, the Contractor shall leverage stated working knowledge to provide accurate and helpful inputs to staff packages to include, briefings, information papers, staff packages, legislative proposals, congressional questions for the records, reports, issuances, and other documents of an official nature requiring adjudication or review using formalized procedures. The following requirements are noted in regards to the personnel supporting this task:

• Demonstrate knowledge of the current DoD functions and organization, including the Military

Departments, the Office of the Chairman of the Joint Chiefs of Staff and Joint Staff, the Combatant

Commands, the Defense Agencies, and the DoD Field Activities, as codified in DoDD 5100.01, “Functions of the Department of Defense and its Major Components.”

• Possess the ability to rapidly learn and understand OSD-level governance structures, responsibilities, processes, functions, relationships, authorities, principles, terms and acronyms, and administrative practices.

• The contractor team as a whole must possess working knowledge of applicable issuances, among them are:

o DoDD 5105.53, “Director of Administration and Management” o DoDD 5100.01, “Functions of the Department of Defense and Its Major Components” o DoDD 5101.1, “DoD Executive Agent” o DoDD 5105.79, “DoD Senior Governance Councils”

3.1.10 Transition Support Activities (Transition Surge CLINs). The Contractor shall provide skilled staff in support of the transition of senior and other personnel into or from duty assignments in the

Pentagon, or on the extended Pentagon Reservation. Specific tasks include planning for both planned and unexpected transitions, execution of transition events and tasks, coordination with incoming and outgoing teams, post-transition assessments, capture of lessons learned, management of records to be maintained, and management of archives necessary to preserve the Department’s ability to repeat this process efficiently and effectively when needed. Transitions may support personnel included among the following:

• Presidential

• Secretarial

• Presidentially-appointed, Senate-confirmed officials

• Other non-career officials

• Career executives (including official with civilian rank equivalent to the members of the Senior

Executive Service)

• Visitors and other temporary assignees

• Career civilian personnel

• Military personnel assigned to the Pentagon and the Pentagon Reservation

• Others as identified.

3.1.11 Program and Budget Analysis Support (MHA Surge CLINs). The Contractor shall provide skilled staff to support the collection, analysis, and presentation of resource levels (manpower, budget, and forces) across the DoD, with specific emphasis on OSD, Defense Agencies, and DoD Field

Activities. Tasks are highly dependent upon obtaining data from a wide variety of sensitive sources within the Department, engaging with DoD Component points of contract, and careful analysis of the data. Government personnel will perform all inherently governmental functions associated with the functions to be performed on this contract, and the contractor’s performance of work must be performed in close coordination with government personnel, and without appearing to speak for the government.

3.1.12 Reserved

3.1.13 Reserved

3.1.14 Surge Support (General Surge CLINs). Note that the Government may execute general surge support for the contractor to (1) perform additional types of services that are not included in the PWS’s listing of firm-fixed price (FFP) tasks, or (2) for the contractor to perform additional quantities of the listed FFP tasks beyond the quantities listed or inferred in the PWS’s listing of FFP tasks. General surge will be executed in accordance with the Schedule for any of the tasks defined within Section 3 of this

PWS. See Section 2.10. Vendors are reminded that the tasks in this PWS, other than those described in paragraphs 3.1.11 and 3.1.13, are FFP. A FFP contract “places upon the contractor maximum risk and full responsibility for all costs and resulting profit or loss. It provides maximum incentive for the contractor to control costs and perform effectively.” FAR 16.201-1. As such, merely because completion of the tasks described in this contract may end up requiring more labor than originally proposed by the vendor, this does not entitle the vendor to an exercise of this General Surge CLIN to complete the work. The General Surge CLIN is only for types of tasks that are different than those listed

FFP tasks, or for quantities of work beyond the quantities listed or inferred in the PWS task descriptions. Vendors are further cautioned that few of the FFP task listings in this PWS contain quantities or estimated quantities. Where the PWS lists a FFP task without listing a quantity or an estimated quantity, and in the absence of any changes to the workload that DA&OP (or its successor organization) is responsible for, the FFP effort shall include as much of that PWS task as is needed by the DA&OP’s office (or by its successor organization).

3.2 IT Support Services. Personnel providing the support engage in a wide array of technology-focused efforts in support of the Government’s mission. Specific systems, applications, tools, databases, etc. are called out within the PWS sections relevant to the subject-matter work area. IT-focused tasks are categorized as belonging to one or more of the following categories:

• Review and provide recommendations regarding IT security, information systems operations, and information systems development and modernization in support of the missions and functions specified in this document.

• In coordination with appropriate Government or non-Government providers, troubleshoot, diagnose, and resolve outages and other problems.

• Develop and implement systems, applications, databases, portals, and similar technical solutions as specified elsewhere in this document.

• When relevant and necessary, assist government or contractor personnel providing administrative support in determining the best path for the use or acquisition of IT resources.

3.3 Organizational Operations and Effectiveness. Personnel providing the support engage in a wide array of tasks required to support the operations of the relevant government activities. Focus is on the operation, effectiveness, and efficiency of the organizational units and the government personnel.

Specific task areas are categorized as follows:

3.3.1 Information Workflow. Government personnel must balance institutional work duties, as described elsewhere, with important and often urgent matters emanating from the Immediate Offices of the SecDef and DepSecDef. This balance can, at times, create a frenetic work environment necessitating rebalancing of work-loads as well as rapid, but exacting, processing of information. The Contractor will assist the relevant Government personnel with developing plans and coordinating the master work schedule for each Directorate. The Contractor will also partner with staff to conduct workflow planning to produce refined staff packages and other Directorate products.

In support of this effort, the Contractor shall perform these on-site duties:

• Coordinate, track, and monitor tasks, actions, and projects using internal and external methods and tools.

• Demonstrate working knowledge of Microsoft SharePoint and Correspondence Action Tracking

Management System (CATMS) and general familiarity with and ability to quickly learn other relational databases.

• Provide advice to the COR and work with other administrative team personnel regarding the

Directorate suspense and tracking control methods used to ensure that deadlines are met.

• Maintain situational awareness on the status of within scope government programs for the purposes of management reporting, integrating workflow, and administrative planning.

3.3.2 DoD Specific Editing. Central to the accomplishment of duties is the formal communications process. The Contractor shall assist in staffing processes for communications and correspondence with the Secretary and DepSecDef, OSD Component Heads, and DoD Component Heads, as well as communications and correspondence external to the Department consistent with accepted DoD Manual for Written Material (DoD 5110.04-M). In support of this effort the Contractor shall perform these on-site duties:

• Provide editorial review assistance in support of developing and producing final instruments, issuances, staff packages, and green sheets.

• Assist Government personnel in advising the leadership on products leaving DA&OP to ensure that the products are aligned with and accurately reflect current staff policy, procedures, direction, and

Directorate staffing standards, and that planning and staff product schedules.

3.3.3 Administrative Support. In support of this effort, the Contractor shall:

• Assist with coordinating the Government IT services through the assigned JSP customer liaison.

• Assist with coordinating and managing the IT system requirements for the Government, including IT systems needed by Government and contractor-support staff housed in DA&OP office spaces, as well as development of mid-range and long-range projections of hardware and software requirements and periodic inventory audits.

• Coordinate network administration and resolve IT problems related to the Government capabilities.

• Provide consistent presence to welcome visitors to the Government offices and answer phone calls from 0700-1830 Monday through Friday (curtailment of hours will only be at the discretion of the

Director, Deputy Director, Operations Manager, or COR).

• Provide assistance with office-wide burn-bag disposal, maintain stock, and ordering and retrieving office supplies, as needed.

• Process various human resource and security related actions and coordinate with the appropriate agency, as required (e.g. Pentagon Force Protection Agency, WHS Human Resources Directorate, or the security element of WHS Enterprise Management Directorate), in support of personnel on the

Government staff, i.e., access requests, visit requests, or transportation of classified materials.

3.3.4 Training Support. In support of this effort, the Contractor shall:

• Assist in the development and maintenance of Government trainings to be administered live, via DVD or video teleconferencing, and online.

• Assist in the preparation of Government training materials/guides for required related statutory and regulatory training. Assistance may also include site preparation (e.g., arranging for course material) and assisting attendees/presenters.

3.3.5 Records Management. In support of this effort, the Contractor shall:

• Properly maintain and file all work products to include compliance with Federal law and DoD policies related to records management.

4. SPECIAL REQUIREMENTS

4.1 KEY PERSONNEL

The Contractor shall provide qualified personnel for the key positions under this contract, as shown below. The persons filling this position should be readily accessible during all times support is being provided to the Government. The Contractor shall ensure that all personnel possess the skills, knowledge, training, and certification(s) required to satisfactorily perform all services required by the contract.

Before removing, replacing, or diverting any of the listed or specified personnel, the Contractor shall:

(1) notify the CO at least two weeks in advance and (2) submit justification (including proposed substitution) in sufficient detail to permit evaluation of the impact on this contract. The Contractor shall make no diversion without the CO’s written consent; provided the CO may ratify in writing the proposed change, and that the ratification shall constitute the CO’s consent required by this clause.

4.1.1 PROGRAM MANAGER

Security Clearance/Education/Experience: Shall possess an active TS clearance. Shall have a relevant

Bachelor’s degree or professional certification, and a minimum 10 years related experience is required.

In addition, it is highly preferred that the Program Manager have a minimum of 5 or more years of experience managing DoD contracts, especially leading a multi-disciplined team of support staff. PMP certification highly preferred regardless of educational attainment, including 2 or more years of experience managing to the principles of the Project Management Body of Knowledge (“PMBOK”).

Functional Description: The Contractor shall provide a single program manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the manager is absent shall be designated in writing to the CO. The program manager or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The program manager or alternate shall be available between 0800 and

1700 Monday through Friday except Federal holidays or when the government facility is closed.

4.1.2 ANALYST, SENIOR

Security Clearance/Education/Experience: Shall possess an active TS/SCI clearance. Shall have a

Master’s degree, and a minimum 12 years of directly-relevant experience is required. Degree shall be in

Business Communications or similar disciplines with relevance to Data Analysis, Knowledge

Management, or other related skills to complete the task at 3.1.8 of this document. In addition, it is highly preferred that the Analyst, Senior have 10 or more years of experience supporting OSD, and 5 or more years of experience directly supporting organizational and management policy and senior governance within OSD or the senior levels of the…