Draft_PWS Jan 2025.pdf

PERFORMANCE WORK STATEMENT

FOR

AIR FORCE RESERVE COMMAND

Continuous Improvement and Innovation (CI2) Cultural Transformation

Date QAPC signs QASP

1.0 DESCRIPTION OF SERVICES.

1.1 Scope. This Indefinite Delivery Indefinite Quantity requirement is to provide professional Continuous Improvement and Innovation (CI2) Black Belt support for CI2 cultural transformation and innovation in Air Force Reserve Command (AFRC). These services include facilitation, mentorship, and data analytics support to agency personnel to transfer the knowledge and skills necessary to develop and sustain a data driven CI2 culture. The following terms are used interchangeably throughout this document: candidate, trainee, mentee, practitioner, Process Manager and unit member.

1.1.1 The Contractor shall adhere to the Air Force CI2 certification requirements as defined in DAFI 38-401 and AF standardized/AFRC approved CI2 training (found on the AF CI2 Portal) at https://usaf.dps.mil/teams/cpiportal/SitePages/home1.aspx. Training modules are accessible to DAF CAC holders at https://usaf.opusworks.com/.

1.1.2 The Contractor shall evaluate and support Green and Black Belt practitioners, AFRC Process Managers at AFRC unit locations (Atch 1) or other mentees as approved by AFR Transformation and Innovation Office (TIO) and directed by the AFRC/A9R Contracting Officer Representative (COR).

1.1.2.1 The Contractor shall support AFRC efforts to build capability that will enable personnel to gain the necessary skills to become certified CI2 practitioners. Contractor efforts shall assist AFRC in implementing CI2 with the goal of developing organic AFRC practitioners into resident experts capable of developing, implementing, and sustaining a culture of CI2. The Contractor shall facilitate and/or mentor certification candidates during CI2 events.

1.1.2.2 The Contractor shall evaluate and support Green Belt trainees while facilitating events.

Once the trainee has completed the AF Green Belt course, Green Belt trainees must demonstrate project work for one or more improvement initiatives of Green Belt scope and select the best one to submit to AFRC for certification consideration. The Contractor shall assist and review the candidate’s certification package to ensure it is technically sound.

1.1.2.3 The Contractor shall evaluate and support Black Belt trainees while facilitating events.

Once the trainee has attended the AF Black Belt course, Black Belt trainees must demonstrate project work for one or more improvement initiatives of Black Belt scope and select the best one to submit to SAF/MG for certification consideration. The Contractor shall assist and review the candidate’s certification package to ensure it is technically sound.

1.1.2.4 The Contractor shall perform professional and scientific data analytics to collect, analyze, and leverage data to provide robust information for sound decision-making.

1.1.2.5 All products developed or provided under this contract shall be considered property of the Government.

1.1.3 Background. AFRC has been engaged in developing organic CI2 capability for implementation of CI2 activities across the command. Leadership agrees that an important part of sustainment and self-sufficiency is the maturation of the CI2 culture throughout the command, IAW AFRC’s CI2 Self-Assessment Communicator (SAC) (Atch 2), designed to reflect compliance with Department of Air Force (DAF) instructions associated with CI2.

https://usaf.dps.mil/teams/cpiportal/SitePages/home1.aspx https://usaf.opusworks.com/

1.1.3.1 The Air Force has embarked on a path of CI2 which encompasses a variety of process improvement techniques such as: Lean, Six Sigma, Theory of Constraints (TOC), Business Process Reengineering (BPR) and others, and blends them into a model for CI2. Most importantly, this architecture is based on the idea that process improvement will never be complete; even good processes can be improved. Although individual process improvement tools are not new, the Air Force is actively integrating them into a common system approach.

1.1.3.2 Air Force organizations are currently performing process improvement through the use of a wide variety of CI2 tools with the guidance of practitioners, including but not limited to:

Benchmarking, Enterprise Value Stream Analysis (EVSA), Strategy Alignment (SA), Value Stream Mapping/Analysis (VSM/A), [Sort, Set in order, Shine, Standardize, and Sustain (5S)], Rapid Improvement Event (RIE), Standard Work, Simulation Modeling, Internal Control Measures (ICM), Balanced Scorecard (BSC), Business Process Management, Business Process Automation, Process Analysis and Re-engineering, the Air Force Practical Problem Solving Method (PPSM), and Root Cause Analysis/Corrective Action. More advanced CI2 tools, such as Six Sigma, will be employed as processes, practitioners, culture, and leadership continue to mature. Most CI2 efforts currently underway are employing Lean methods and tools to accomplish a comprehensive improvement to production and administrative processes. Although Lean has been the prevalent method of implementing process improvement, AFRC is maturing towards measurement of key performance indicators and achievement of process capability using trend analysis and gap closure using Six Sigma and other appropriate systems analysis tools.

AFRC uses a CI2 SAC to assess the degree to which AFRC units have adopted CI2. Each organization will be at a different level of maturity and their senior leaders, with consulting, will be responsible for defining their organizational goals and approach to full implementation and CI2 transformation.

1.1.3.3 The CI2 SAC provides the parameters to gauge success or failure along the way and engages the workforce in the process (i.e. educating, training, conducting process improvement events, establishing effective performance management systems, rewards, etc.). An essential component of a comprehensive improvement process is the assessment and management of the organizational culture. Developing a mindset of continuous improvement is the key to transformation. The people, their involvement and enthusiasm, supervisors and managers, processes, policies, instructions, bureaucracy, and readiness for change contribute to defining the culture and either enabling or constraining beneficial change. Process improvement initiatives will focus considerable effort on ensuring cultural change is addressed in all AFRC initiatives, measurement of results and impact, as well as replicating solutions and innovations across the AFRC enterprise.

1.1.3.4 AFRC’s primary objective for implementing CI2 is to facilitate the ongoing transformation of its processes that support improving the Air Force’s contribution to the National Defense Strategy and attainment of SECAF and CSAF priorities. This transformation requires a significant cultural change to increase the effectiveness and efficiency of AFRC’s readiness to provide or support combat ready forces, now and in the future. AFRC’s goal is to make sustained and continuous improvements utilizing Lean Six Sigma thinking and CI2 principals. This cultural change will be required to enable data-driven, risk-based decision making. To achieve this cultural change, HQ AFRC, Senior Leaders, and Process Managers (PMs) shall identify potential organizations, products, programs, and/or processes for the implementation of CI2 based on the current maturity level and readiness for change within the organization.

1.1.3.5 The Contractor shall consider all levels of leadership in the development of process improvement and problem-solving capability at both the individual level in support of the training and certification goals, and at the organizational level in support of performance improvement to move AFRC towards a fully mature CI2 culture.

1.1.3.6 The intent of this contract is to advance the CI2 cultural maturity of all AFRC units. The Contractor shall work with unit members to review the cultural transformation within the organization and develop or refresh a schedule of planned improvement initiatives for the way ahead to advance the cultural maturity for the unit.

1.1.3.7 The AFRC goal is that NAFs/Air Reserve Personnel Center (ARPC)/Wings/Independent Groups will strive for continuous alignment with AF and AFRC priorities. Strategy Alignment (SA) events are one of the tools used to achieve alignment. SA events articulate mission and vision statements and define strategic priorities, goals, objectives, and a schedule of planned improvement initiatives to improve mission performance or achieve breakthrough objectives.

Independent Groups have the same functions and responsibilities as a like-type wing, but its scope and size do not warrant wing level designation.

1.1.3.8 Attributes of the AFRC CI2 strategy include:

Process Managers achieve Black Belt certification within twelve months of being assigned to assist the commanders in building a cadre of practitioners and driving CI2 capability in every career field. DoD and AF guidance establishes targets of 5% Green Belt trained and 1% Black Belt trained personnel. Additionally, AFRC intent is one Black Belt certified Practitioner at each NAF/ARPC/Wing/Independent Group, and one or more Green Belt certified Practitioner(s) within each HQ AFRC Directorate, DRU and each NAF/ARPC/Wing/Independent Group subordinate unit. Other attributes include full implementation of event action plans to achieve desired results and maximize training opportunities by targeting one solo-facilitator trainee and one co-facilitator and observer trainee per event-- while ensuring facilitation techniques as well as CI2 principles and tools are adequately taught and demonstrated.

Practitioners should gain experience in a variety of CI2 events, examples of which include, but are not limited to: EVSA, SA, PPSM, RIEs, VSM/A, 5S, Standard Work, Visual Management, and Gemba Walks.

1.2 Organization. The AFRC organization with primary responsibility for this requirement is Headquarters (HQ) AFRC, AFR Transformation and Innovation Office (TIO), Directorate of Analyses, Continuous Improvement and Innovation, and Lessons Learned (AFRC/A9).

1.3 Place of Performance. These services will be performed at the Government’s facilities located at HQ AFRC, Robins AFB, GA and various approved government sites, to include identified AFRC locations. Telework is authorized for pre-and post-event activities. Telework is not authorized for event execution without written approval by the Government.

1.4 Required Services.

1.4.1 Facilitate or Mentor Candidates for Approved CI2 Activities. All Contractor activity must be pre-approved by the COR.

1.4.1.1 The Contractor shall facilitate, or mentor candidate(s), in the preparation, execution and post event follow-up for events in accordance with SAF/MG and HQ AFRC guidance. When the candidate demonstrates proficiency at the level of certification being pursued, the Contractor shall recommend the candidate for certification.

1.4.1.2 The Contractor shall utilize events, which improve the efficiency and effectiveness of operations that directly support implementation of strategically linked CI2 initiatives within each organization, to provide CI2 training but not solely for the purpose of certification. Contractor efforts shall be directed towards advancement in the organization’s CI2 Cultural Transformation.

1.4.2 CI2 Green Belt and Black Belt Events. The Contractor shall facilitate, or mentor practitioner trainee(s) for, Green Belt and Black Belt Events. This shall include pre-event preparation, leadership participation, event execution, event documentation, and post-event follow ups, until planned results are achieved, and the mentee attains certification at appropriate level. The Contractor shall submit documentation for the event as described in paragraph 1.4.6 (1.a.) with the next Monthly Status Report (MSR) no later than 30 calendar days from the end of the event. Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days. (CDRL A002, DI-MISC-80555A, Monthly Status Report)

1.4.2.1 Pre-event Preparation. The Contractor shall ensure events are chartered to define the problem, scope, team, and desired goals and objectives and demonstrate the importance of leadership involvement and commitment. The Contractor shall assist the mentee in developing the problem statement and process performance measurement(s), in terms of speed, quality, cost, etc., (Critical-to-Quality [Ct(x)s]) for NAF or HQ AFRC approval through the functional chain of command, prior to the start of the event. The Contractor shall assist in defining requirements for data gathering to establish baseline performance and a method by which to measure success of the event. Event prep should include a search for prior initiatives and related solution-sets as well as the completion of the event pre-checklist (Atch 3). The Contractor shall also assist in the preparation of an agenda.

1.4.2.2 Leadership participation. The Contractor shall ensure events Champions, Process Owners, and Team Leads are engaged in the event kick-off, vector checks, outbriefs and status updates (30, 60 and 90- days following the event, and periodically thereafter until the team’s action plan has been implemented and results have been achieved).

1.4.2.3 Event Execution. The Contractor shall facilitate, or mentor trainee(s), during the entire event, intervene when necessary for proper event flow, and provide advice and guidance during breaks. The Contractor shall actively observe and recommend tools and techniques to improve team performance and event success. The Contractor shall conduct a daily hotwash to review progress, and make recommendations. The Contractor shall mentor with a heavy emphasis on hands-on implementation and on-the-job training to transfer knowledge and expertise to AFRC trainees and team members.

1.4.2.3.1 JIT Training. The Contractor shall provide training and materials for each event, for example: introductory training materials on CI2 methodologies and principles, as well as instruction to trainees for familiarization with other associated tools and techniques. The Contractor shall recommend and/or provide JIT training modules for event team participants.

1.4.2.3.2 Results. The Contractor shall ensure that countermeasures are developed and prioritized, and an action plan, including 30, 60 and 90-day status updates) is created to achieve desired results. The Contractor shall train/evaluate the mentee’s ability to successfully implement the CI2 tools and techniques to effect performance improvement relative to readiness, mission accomplishment, financial management, compliance, etc.

1.4.2.3.3 Return on Investment (ROI). The Contractor shall assist in identifying data collection requirements, developing Balanced, Specific, Measurable, Achievable, Relevant, Time-bound (B-SMART) improvement targets, defining measures of success, and developing performance metrics, to include financial cost avoidances and savings.

1.4.2.3.4 Replication of Improvements and Innovation. In cases where improvements and/or innovations may be scaled and replicated at other locations across AFRC, the Contractor shall recommend the innovative idea or improvement initiative for evaluation by functional SMEs for potential implementation.

1.4.2.4 Event Documentation. The Contractor shall provide training and assistance in the development of associated metrics, action plans, out-briefs, process maps, preliminary A3-sized PPSMs (Atch 4) and other items associated with documenting the event. Submitted A3s will be evaluated using the AF-approved A3 Evaluation Grade Sheet (Atch 5) and the A3 Rubric (Atch 6). The Contractor shall upload, or train and assist the mentee in uploading A3s and value stream maps in the appropriate AF designated information system.

1.4.2.5 Post-Event Follow-Up. The Contractor shall score steps one through six of the A3 Evaluation Grade Sheet for the preliminary A3 developed during the event, then score steps seven and eight on the A3 when the team’s action plan has been implemented and results have been achieved. The Contractor shall maintain periodic contact with the mentee to ensure the unit is on track to implement countermeasures within the prescribed timelines outlined in the action plan from the improvement initiative. The Contractor shall update the mentee’s AFRC CI2 Practitioner Development Plan (Atch 7) to document observation and assessment of the Green Belt or Black Belt candidate’s competency, and recommendation for certification at the level being pursued.

1.4.3 Strategy Alignment (SA) Events. The Contractor shall facilitate, or mentor practitioner trainee(s), to support unit leadership during Strategy Alignment events. This shall include pre-event preparation, leadership participation, event execution, event documentation, and post-event follow ups. The Contractor shall submit documentation for the event as described in paragraph

1.4.6 (1.b.) with the next MSR no later than 30 calendar days from the end of the event and annual status updates until complete. Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days. (CDRL A002, DI-MISC- 80555A, Monthly Status Report)

1.4.3.1 Pre-event Preparation. The Contractor shall advise the mentee regarding adequately preparing for the event by gathering higher headquarters’ strategies and information related to the current threat environment and providing read-aheads to event participants. Examples may include, but are not limited to: the unit’s current mission and vision statements, priorities, goals, objectives; AFRC Strategic Plans, AFR enterprise strategy or CAFR/MAJCOM CC task orders;

AF strategic plans or operational imperatives; current CSAF or SECAF guidance, or other publications related to DoD strategy, National Defense Strategy, or National Security Strategy.

Event prep should include a search for strategic plans of organizations who perform similar mission sets. The Contractor shall also assist in the preparation of an agenda.

1.4.3.2 Leadership participation. The Contractor shall assist the mentee in securing Commander/Director participation appropriate for the event and leadership engagement in the kick-off and follow on activities to ensure implementation and sustainment.

1.4.3.3 Event Execution. The Contractor shall facilitate, and/or mentor the trainee during the entire event, intervene when necessary for proper event flow, and provide advice and guidance during breaks. The Contractor shall actively observe and recommend tools and techniques to improve team performance and event success. The Contractor shall conduct a daily hotwash to review progress and make recommendations. The Contractor shall mentor with a heavy emphasis on hands-on implementation and on-the-job training to transfer knowledge and expertise to AFRC trainees and team members.

1.4.3.4 Event Documentation. The Contractor shall assist in the development of a refreshed outline of the Strategic Plan (Example_Strategic Plan) to include the mission and vision statements, priorities, goals, objectives, associated performance measures and targets, and a schedule of planned improvement initiatives needed to accomplish the goals and objectives. The improvement initiatives. may contain a combination of Just-Do-It’s, Rapid Improvement Events, and long-term initiatives. These planned events should align with higher echelon and/or Commanders’ priorities.

1.4.3.5 Post-Event Follow-Up. The Contractor shall update the mentee’s AFRC CI2 Practitioner Development Plan and maintain periodic contact with the mentee to ensure the unit is on track to meet the performance measures and targets, as well as prescribed timelines outlined in the schedule of planned improvement initiatives.

1.4.4 CI2 Site Visit. The Contractor shall conduct face-to-face or virtual Site Visits to provide CI2 Subject Matter Expert (SME) consultation and coaching to Unit Leadership, and training to the practitioner trainee(s) at identified AFRC locations. This shall include pre-event preparation, leadership participation, event execution, event documentation, and post-event follow ups. The Contractor shall manage time to maximize coaching/training the trainee(s) and unit leadership.

The Contractor shall provide CI2 SME consultation to AFRC unit senior leaders on leading organizational CI2 cultural transformation in the Air Force environment. The Contractor shall perform Site Visits with the goal of ensuring a mature culture and full-scale implementation of CI2 throughout AFRC. The Contractor shall submit documentation, as described in paragraph

1.4.6 (1.c.) with the next MSR no later than 30 calendar days from the end of the event and maintain periodic contact with the mentee to provide annual progress updates. Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days (CDRL A002, DI-MISC-80555A, Monthly Status Report)

1.4.4.1 Pre-event Preparation. The Contractor shall advise the mentee regarding adequately preparing for the event by gathering information related to the organization’s current strategic plan and schedule of planned improvement initiatives, previous SACs for related Air Force Instructions (AFIs), and existing key performance indicators (KPIs), to include the percentage of Green Belt and Black Belt trained personnel. The Contractor shall also assist in the preparation of an agenda.

1.4.4.2 Leadership participation. The Contractor shall ensure the mentee coordinates meetings with commanders/unit leadership as appropriate.

1.4.4.3 Event Execution. The Contractor shall assist AFRC organizations in reviewing the AFRC CI2 SAC and recommend ways to overcome barriers to full cultural transformation. Site Visits may incorporate, but are not limited to: Gemba walks and meetings with unit leadership to discuss deployment of the strategic plan, standard work, performance gap analysis, and championing improvement initiatives and building a cadre of practitioners to support the unit—at a minimum 5% Green Belt trained and 1% Black Belt trained. The Contractor shall provide SME consultation to develop or refresh a schedule of planned improvement initiatives for the way ahead to advance the cultural maturity for the unit.

1.4.4.4 Event Documentation. The Contractor shall update the mentee’s AFRC CI2 Practitioner Development Plan to include the identified CI2 events required for certification.

1.4.4.5 Post-Event Follow-Up. The Contractor shall maintain periodic contact with the mentee to ensure the unit is on track to accomplish scheduled improvement initiatives to address performance gaps identified during meetings with commanders/unit leadership.

1.4.5 Data Analytics. The Contractor shall conduct, or mentor practitioner trainee(s) for, data analysis, visualization, or automation projects. This shall include pre-project preparation, leadership participation, project execution, project documentation, and post-project follow ups, until planned results are achieved. The Contractor shall submit documentation, as described in paragraph 1.4.6 (1.d.) with the next MSR no later than 30 calendar days from the end of the project. Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days (CDRL A002, DI-MISC-80555A, Monthly Status Report)

1.4.5.1 Pre-Project Preparation. The Contractor shall review, or mentor practitioner trainee(s), to ensure analytic requirements are clearly defined, to include but not limited to identification of data source(s), project deliverables, criteria, system access requirements, an estimated timeline for project completion (Plan of Action and Milestones [POAM]), and post project follow-up activities.

1.4.5.2 Leadership Participation. The Contractor shall ensure leadership engagement to implement Knowledge Work to gain a clear understanding of project requirements.

1.4.5.3 Project Execution. The Contractor shall assist Process Managers, Commanders, Directors, and other AFRC members, as approved by AFR Transformation and Innovation Office (TIO) and directed by the AFRC/A9R Contracting Officer Representative (COR), in analyzing and processing raw data to inform business intelligence and decision-making, optimize processes, and increase AFRC’s data dominance.

1.4.5.3.1 Knowledge Proficiency. The Contractor shall possess requisite knowledge and command of tools for data analysis, business process automation, visualization, presentation, etc., i.e., Minitab, Python, R, SQL, SAS, Natural Language Processing (NLP), Robotic Process Automation (RPA), Visual Basic for Applications (VBA), and Microsoft Office applications:

Microsoft Excel, Word, PowerPoint, Power BI, Power Apps, Power Automate, SharePoint, and Visio.

1.4.5.3.2 Data Analysis. The Contractor shall perform data analysis utilizing descriptive, diagnostic, predictive, and prescriptive analytical, and quantitative or qualitative techniques and methods, including a range of operations research techniques. The Contractor shall develop, adapt, modify or apply appropriate data collection, mathematical algorithms and statistical techniques, and visualization techniques.

1.4.5.3.3 JIT Training. The Contractor shall provide training and materials for each project, for example: introductory training materials on analytic methodologies and principles, as well as instruction to trainees for familiarization with associated tools and techniques. The Contractor shall recommend and/or provide JIT training for the trainee and project team participants.

1.4.5.4 Project Documentation. The Contractor shall provide visual representation of analysis, all developed, modified, or converted source modules, process guides, programs, scripts, operating instructions, databases, system files, documentation, test files and test conditions used to develop each project.

1.4.5.5 Post Project Follow-up. The Contractor shall accomplish, or mentor practitioner trainee(s), for post project follow-up as identified during pre-project preparation. The Contractor shall update the mentee’s AFRC CI2 Practitioner Development Plan reflecting data analysis methods/techniques utilized during the project.

1.4.6 Monthly Reporting. The Contractor shall prepare and provide a Monthly Status Report of the Contractor’s activity from the previous month to the COR no later than the fifth of each month. The report format shall be IAW CDRL instructions. (CDRL A002, DI-MISC-80555A, Monthly Status Report) The monthly report should contain the following information at a minimum:

1. A list of all Contractor activities, to include: location and organization supported, names of the Contract mentor and AFRC trainee(s)/mentee(s) supported during the event, event names, travel to/from dates and work begin/end dates

a. CI2 Green Belt and Black Belt Events

i. A preliminary A3 (steps one through six) and the A3 Evaluation Grade Sheet (that demonstrates the A3 meets Air Force standards) must be submitted with the MSR no later than 30 calendar days from the end of the event.

ii. A final A3 (steps one through eight) and the A3 Evaluation Grade Sheet (that demonstrates the A3 meets Air Force standards must be submitted with the MSR within 12 months of the end of the event.

iii. An updated AFRC CI2 Practitioner Development Plan for the mentee, documenting skills demonstrated during the event. When recommending a mentee for certification, the Contractor shall sign the section titled, “Mentor’s Endorsement That The Practitioner Is Ready For Certification” to be submitted with the candidate’s certification package.

iv. Statistics regarding certification rates for candidates mentored by contractor(s).

Status updates for candidates mentored until certified (to ensure 30, 60, and 90-days follow-ups are conducted with the team and the mentee is on track for certification within six months) A3 developed during the event, then score steps seven and eight on the A3 when the team’s action plan has been implemented and results have been achieved.

b. Strategy Alignment Events

i. Outline/documentation of the strategic plan to include the mission and vision statements, priorities, goals, objectives, and a schedule of planned improvement initiatives, and a roster of Strategy Alignment event participants.

ii. An updated AFRC CI2 Practitioner Development Plan for the mentee

iii. Annual status updates on unit’s schedule of planned improvement initiatives until complete

c. CI2 Site Visits

i. Outline/documentation of the Site Visit to include unit leadership and/or approved mentee(s) engaged during the event, and for each unit/subordinate unit: key performance measures, list of additional candidates for CI2 training/certification, and a list of potential improvement initiatives

ii. Review of Organizational CI2 SAC and action plan

iii. An updated AFRC CI2 Practitioner Development Plan for the mentee

d. Data Analytics

i. An analytic product, operational on AFNet, i.e. graph, chart, dashboard, etc.

ii. Documentation of methodology/process utilized to produce the analytic product, i.e., source documentation, user guide, formulas, etc.

iii. Recommendation for implementation and sustainment

iv. An updated AFRC CI2 Practitioner Development Plan for the mentee

2. RALFI (Results, Accomplishments, Lessons Learned, Future Plans, Issues or Concerns).

This report should reflect information from the Contractor’s periodic contacts with mentees following Green Belt or Black Certifying Events, Strategy Alignment Events, Site Visits, or Data Analytics. The RALFI should include recommendations of improvement initiatives or innovative ideas for potential scaling/replication across the AFRC enterprise. If improvements or innovations are recommended, the Government and/or the Contractor may propose suggested upgrades/changes that would leverage innovative technology solutions, capabilities, and process efficiencies to improve AFRC operations. This proposal may include details like product and services required for implementation, cost benefit analysis, impact to AFRC operations, etc. The Government will evaluate proposals and decide whether to implement.

2.0 SERVICES SUMMARY (SS). The table below identifies the performance standards that will be measured by the Government. The Contractor shall have these elements as part of their Quality Control Program and may have others as necessary, i.e. progress reports and briefings, to meet quality standards.

Performance Objectives PWS Para Performance Threshold

Facilitate or Mentor trainees during CI2 Green Belt and Black Belt Events

1.4.2;

1.4.6 (1.a.)

The contractor shall facilitate or mentor trainees during Green Belt and Black Belt events. The Contractor shall submit documentation for the event as described in paragraph 1.4.6 (1.a.) with the next MSR no later than 30 calendar days from the end of the event.

Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days.

Facilitate or Mentor Strategy Alignment (SA) Events

1.4.3;

1.4.6 (1.b.)

The Contractor shall provide CI2 facilitator support to unit leadership and approved trainees to establish Strategy Alignment.

The Contractor shall submit documentation for the event as described in paragraph 1.4.6 (1.b.)

with the next MSR no later than 30 calendar days from the end of the event.

Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days.

Conduct CI2 Site Visits 1.4.4;

1.4.6 (1.c.)

The Contractor shall conduct face-to-face or virtual Site Visits to provide CI2 SME consultation and/or CI2 training to Unit Leadership and/or Process Managers at identified AFRC locations.

The Contractor shall submit documentation for the event, as described in paragraph 1.4.6 (1.c.)

with the next MSR no later than 30 calendar days from the end of the event.

Acceptable Quality Level: (90%) with the ability to make corrections/resubmit documentation to the COR within 30 days.

Conduct Data Analytics 1.4.5;

1.4.6 (1.d.)

The Contractor shall assist AFRC personnel, i.e. Process Managers, Commanders, or Directors, in the development, adaptation, modification and application of analysis utilizing analytical and quantitative techniques and methods.

The Contractor shall develop and utilize appropriate data collection techniques to design, build and utilize models and simulation.

The Contractor shall possess requisite knowledge and command of tools and techniques for data visualization and presentation (i.e. dashboards, etc.).

The Contractor shall submit documentation, as described in paragraph 1.4.6 (1.d.) with the next MSR no later than 30 calendar days from the end of the event.

3.0 GOVERNMENT PROPERTY AND SERVICES

3.1 Government System(s). The Government will provide Contractor personnel access to system(s) necessary to perform tasks under the contract/order. Upon completion/termination of the contract/order or transfer/termination of Contractor personnel, the system account(s) will be closed.

4.0 GENERAL REQUIREMENTS

4.1 Period of Performance. Performance shall commence at date specified in resultant contractual document for a one-year basic period with four options.

4.2 Team Lead. The Contractor Team Lead shall have full authority to act for the Contractor on all contract matters relating to the daily operation of the contract.

4.3 CI2 Consultants. All Contractor personnel who serve on this contract shall be certified CI2 Black Belt Professionals with a minimum of five years’ experience in the application of CI2 methods in production and services areas. The Contractor shall provide their certificate(s) of proficiency. The names and phone numbers shall be provided, in writing, to the HQ AFRC/PKA Contracting Officer (CO) and the AFRC/A9R Contracting Officer Representatives (CORs) upon award.

4.4 Post Award Meeting. The Contractor shall attend a one (1) day post award meeting convened and hosted by the AFRC/A9R COR. The post award conference will be held within two (2) weeks of contract award. The location of the post award conference will be a mutually agreed upon site to be determined after award. The Functional Commander, AFRC/PKA CO and AFRC/A9R COR will participate with Contractor Representatives. The meeting will provide an orientation and overview of the contract scope, terms and conditions. The meeting will detail the roles and responsibilities of AFRC team members, QASP, performance evaluations, and contract closeout.

4.5 Training Requirements All authorized users of DoD information systems (ISs)/Platform Information Technology (PIT) systems must receive initial cybersecurity user awareness training as a condition of access to an IS IAW DoD 8570.01-M, thereafter all users will complete annual cybersecurity awareness refresher training.

4.6 Contractor Availability. The Government reserves the right to change availability at any time. The Contractor shall support Unit Training Assemblies (UTAs) weekends based on the HQ AFRC UTA schedule as required.

4.7 Federal Holidays. The Contractor shall not have staff present at the Government installation facilities on federal holidays. The federal holidays observed are as follows: New Year’s Day, Martin Luther King’s Birthday (as celebrated), President’s Day (as celebrated), Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day and Christmas Day.

4.8 Security. The Contractor shall comply with all security regulations and directives identified herein and other security requirements as shown elsewhere in this contract.

4.8.1 Information Security Program. The Contractor shall be integrated into the sponsoring Government activity’s Information Protection Program (IPP) which participates in the host Servicing Security Activity’s IPP.

4.8.1.1 Controlled Unclassified Information. The Contractor shall mark, handle and safeguard Controlled Unclassified Information in accordance with the DoD Manual 5200.1-M, Volume 4, DoD Information Security Program: Controlled Unclassified Information (CUI), and the DD254, DoD Contract Security Classification, if applicable.

4.8.2 Personnel Security Program.

4.8.2.1 Background Investigation Requirements. The Contractor shall be responsible for processing background investigations for all employees that require access to classified information. The Servicing Security Activity at the installation will be responsible for processing background investigations for contractor personnel that do NOT require a National Security determination.

4.8.2.2 Contractor Notification. The Contractor is notified by Servicing Security Activity at the installation Personnel Security section of the results of the Contractor personnel background investigation for Trustworthiness Determinations.

4.8.2.3 COR Notification. The Servicing Security Activity at the installation will document the HSPD-12 credentialing determination when the case file is returned to the submitting office number (SON) for a local decision. The Contractor personnel shall not have access to sensitive information, automated information systems, or restricted areas until a final determination is made. The Servicing Security Activity at the installation provides final credentialing determinations to the COR and sponsoring unit security manager.

4.8.2.4 Terminations. If Contractor personnel are terminated before the Government completes the Trustworthiness Determination, the Contractor’s PM shall immediately forward written notice to the Servicing Security Activity at the installation with a copy of the notice to the COR.

4.8.3 Physical Security Program.

4.8.3.1 Installation Perimeter Access Control. The requirements for installation perimeter access are detailed in Air Force Federal Acquisition Regulation Supplement (AFFARS) clause 5352.242-9000 entitled, Contractor Access to Air Force Installations, in Section I, Contract Clauses, of the basic contract. Contractors merely requiring unescorted access to the installation to perform services, that don’t require access to classified information or network access, will be vetted IAW AFM 31-113, para 4.3 and issued a DBIDS Identification Card. The Contractor is only allowed to visit the installations specified in the contract and/or DD254.

4.8.3.2 Resource Protection and Integrated Defense. The Contractor shall safeguard all government property in accordance with AFI 31-101, Integrated Defense, and any forms provided for Contractor use. The Contractor shall immediately report all thefts, vandalism, or destruction of property and equipment (Government or Contractor owned) to the Contracting Officer Representative (COR) of this contract.

4.8.3.3 USAF Restricted Area and Controlled Area Access. The requirements for USAF Restricted Area and Controlled Area access are detailed in AFI 31-101, Integrated Defense, and governed at each installation by the Integrated Defense Plan, if required.

4.8.3.4 HQ AFRC Facility Access. The Contractor personnel shall be issued access control badges which will allow access to work centers, as applicable.

4.8.3.5 Privacy Act of 1974. The Contractor personnel shall have access to Privacy Act information that requires adherence with the Privacy Act of 1974, Title 5 of the U.S. Code, Section 552a, AFI 33-332, Air Force Privacy Act Program, and other applicable agency rules and regulations. The Contractor personnel shall follow agency procedures to identify and safeguard reports and data accordingly. The Contractor shall ensure that Contractor personnel assigned to this requirement are briefed annually on properly identifying and handling Privacy Act data and reports.

4.8.4 Network Security.

4.8.4.1 Overview. Network access is a privilege extended to Contractor personnel. Network access will be granted by the Government after all criteria have been met and may be suspended for cause as defined in AFI 33-115V2, Section 5.6. Network access will be approved by the Government in accordance with AFI 31-501, AFMAN 16-1406, AFI 33-115V2 and V3, AFI 33- 200, DoDI 8510.01, and DoDM 5220.22-M and its supplement. Pursuant to AFI 33-115V2, every individual who has access to the Air Force (AF) network (af.mil) or af.mil domain, specialized systems, and mission systems is a network user. Before becoming an Air Force network user, the Contractor personnel shall have a favorable background investigation for the designated IT level and system, be trained, and licensed. This process of training and licensing ensures every AF network user is trained and aware of the basic principles of network security and their role in Information Assurance (IA). The Government will issue a Common Access Card in accordance with Air Force FAR Supplement clause 5352.242-9001 entitled, Common Access Card for Contractor Personnel, to Contractor personnel that meet the criteria (favorable trustworthiness determination, training and licensing).

4.8.4.2 Information Technology (IT) Level and Investigation Required. Contractor personnel shall possess a Tier 1 background investigation for IT Level III as mandated by DoD Regulation 5200.2-R entitled, Personnel Security Program, paragraph C3.6.15 and DoD Instruction 8500.1 entitled, Cybersecurity, para 3i. These background investigations will be submitted by the Govt and they do not result in security clearance eligibility. Contractor personnel shall possess a current and favorable background investigation for designated level IT level III access prior to contract performance. Contractor personnel without a current investigation shall follow the procedures in paragraph 4.8.3 above.

4.8.4.3 Foreign National Network Access. All Contractor personnel that are Foreign Nationals shall meet the requirements of AFI 31-501 prior to network access. The Contractor shall ensure the request for network access for Foreign Nationals in their employ are processed and approved by the Foreign Disclosure Office (FDO) in accordance with Air Force Manual 17-1301 entitled, Computer Security (COMPUSEC), section 4.2.3. All requests for access must be staffed through the AFRC Foreign Disclosure Office at least 30 days in advance of the intended visit.

4.9 Contractor Identification. The Contractor personnel shall wear contractor-provided identification at all times while in government facilities so as to distinguish themselves from Government employees. Contractor personnel shall always identify themselves as Contractor support to avoid potential misrepresentation as Government personnel or to avoid situations arising where sensitive topics might be better discussed solely amongst government personnel.

Electronic mail signature blocks shall identify their company affiliation. Where practicable, Contractor personnel occupying collocated space with their Government program customer shall identify their work space with their name and company affiliation.

4.10 Travel. The Contractor shall coordinate specific travel arrangements with COR thirty days in advance, unless emergency travel (will be coordinated immediately), and obtain advance approval for any travel. The contractor shall provide estimated costs of the travel. The Contractor travel payment is limited to reasonable and allowable costs to the extent that they do not exceed daily the maximum per diem rates in effect at the time of travel as set forth in the Government’s Joint Travel Regulation, Volume 2 and allowable per FAR 31.205-46, Travel Costs. No profit or fee will be paid.

4.11 Contractor Manpower Reporting. In accordance with 10 U.S.C. 2330a, the Contractor shall provide an annual count of contractor/subcontractor personnel performing work for each fiscal year if the DoD is the requiring activity and if the acquisition is in excess of $3,000,000.

The Contractor shall report all Contractor labor hours, including subcontractor labor hours, required for performance of the services provided under the contract in System for Award Management (SAM). Reporting shall be conducted for each fiscal year, which extends October 1 through September 30. While inputs may be made any time during the fiscal year, all data shall be reported no later than October 31 of the following fiscal year. The Contractor shall establish a record for the contract/order in SAM no later than 30 calendar days after contract/order award. The Contractor shall enter Order Data, Contact Data and Location Data.

Additional information and user manuals for government personnel and contractors are available at the SAM website (https://www.sam.gov).

4.12 Continuation of Mission-Essential Services During a Crisis. The Functional Commander or civilian equivalent has determined, by placing the decision in writing, that all of the contractor services performed under this contract are not mission-essential and will not continue in the event of a crisis.

4.13 Non-personal Services. The Government will neither supervise contractor personnel nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor personnel. It shall be the responsibility of the Contractor to manage its personnel and to guard against any actions that are of the nature of personal services, or give the perception of personal services. The Contractor shall notify the AFRC/PKA CO immediately if any task requires action by the Contractor personnel that constitutes, or are perceived to constitute personal services.

These services shall not be used to perform work of a policy/decision making or management nature, i.e. inherently governmental functions. All decisions relative to the CI2 Cultural Transformation program supported by the Contractor shall be the sole responsibility of the Government.

4.14 Health & Safety Program. The Contractor is responsible for the safety and health of their personnel and protection of the public on Government work sites (DODI 6055.1, Paragraph https://www.sam.gov/

E5.1). The Contractor shall maintain a health and safety program that meets OSHA standards. If the AFRC/PKA CO notifies the Contractor of a potential OSHA violation, the Contractor is obligated to comply with the applicable OSHA regulations.

4.15 Incident or Mishap Procedures. The Contractor shall immediately call 911. The Contractor shall within one (1) hour notify the AFRC/PKA CO, AFRC/A9R COR and AFRC/SEG of all mishaps or incidents for damage to government property. This notification requirement shall also include physiological mishaps/incidents. A written or email copy of the mishap/incident notification shall be sent within three (3) calendar days to the AFRC/PKA CO (with copy to AFRC/A9R COR) who will forward to AFRC/SEG. For information not available at the time of initial notification, the Contractor shall provide the remaining information not later than twenty (20) calendar days after the mishap, unless extended by the AFRC/PKA CO. Mishap notifications shall contain, as a minimum, the following information:

(A) Contract, contract number, name and title of person(s) reporting

(B) Date, time and exact location of accident/incident

(C) Brief narrative of accident/incident (events leading up to the accident/incident)

(D) Cause of accident/incident (if known)

(E) Estimated cost of accident/incident (material + labor to repair/replace)

(F) Nomenclature of equipment and personnel involved in the accident/incident

(G) Corrective actions (taken or proposed)

(H) Other pertinent information

The Contractor shall, in the event of an accidental incident/mishap, take reasonable action to establish control of the incident/mishap scene, prevent further damage to persons or property, and preserve evidence until released by the incident/mishap investigative authority.

4.16 Fire Emergencies. The Contractor personnel shall dial 911 to report fire related emergencies.

4.17 Department of Labor (DoL) Inspection of Contractor Operations. The Contractor is subject to DoL inspections and enforcement by OSHA health and safety officials while performing work on a Government installation. The OSHA health and safety officials may access workplaces on Government installations at any time, scheduled or unscheduled, during regular work hours. The OSHA health and safety officials must meet security requirements to enter restricted or classified areas. The Contractor shall notify the AFRC/PKA CO and AFRC/A9R COR upon notification of a visit.

4.18 Fire Protection and Prevention Program - Robins AFB GA. All Contractor personnel performing work on properties under jurisdiction of Robins AFB GA shall be responsible for fire safety and compliance with all applicable OSHA, State, Air Force, AFMC, and base regulations and directives. The Contractor personnel shall attend a contractor's briefing on fire safety prior to any work. The Contractor shall ensure that all Contractor personnel and sub-contractors under their control are briefed on fire prevention practices in accordance with Robins AFBI 32-2001, Fire Protection Operations & Fire Prevention Program. The Contractor personnel who work on Robins AFB GA are required to take annual fire prevention refresher training in accordance with RAFBI 32-2001, paragraph 2.4.

4.19 Environmental Management System (EMS).

Environmental Management System (EMS): Contractor/subcontractor personnel who perform work on any Government facility shall comply with the EMS requirements established by the facility. Contractor/subcontractor personnel may be required to complete EMS training prior to beginning work.

4.20 Agency Affirmative Procurement Programs (APP): In accordance with FAR 23.404, 100% of purchases of Environmental Protection Agency (EPA)-designated products included in the Comprehensive Procurement Guidelines (CPG) list [http://www.epa.gov/cpg/products.htm] and/or United States Department of Agriculture (USDA)-designated products included in the biobased product listings [http://www.biopreferred.gov] shall, at a…