DRAFT RFP_ATSS IDIQ-R.pdf

CODE

(Hour)

PAGE(S)

until local time

X

A X B X C

D

EX

X G F 45 - 50

51 - 61 X H 62 - 70 warren.g.arthur.civ@mail.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA FAR (48 CFR) 53.214(c)

1 70

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

HQ0034 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

WARREN G. ARTHUR III 703-545-3238

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 11

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT X

PACKAGING AND MARKING

12 - 20 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

22 - 25

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 26 - 30 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 31 - 33 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIONS AND INSTRUCTIONS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

34 - 43

PART II - CONTRACT CLAUSES

WHS - ACQUISITION DIRECTORATE

4800 MARK CENTER DRIVE, SUITE 09F09

ALEXANDRIA VA 22350

FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

08 Jun 2020

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

HQ003420R0089

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAICS 541611 - Fixed Price

FFP

Task Orders with Performance Work Statements falling predominantly under NAICS Code 541611 with any "Fixed Price" Contract Type (not only "FFP" as stated above) shall use this CLIN.

FOB: Destination R499

NET AMT

NAICS 541990 - Fixed Price

FFP

Task Orders with Performance Work Statements falling predominantly under NAICS Code 541990 with any "Fixed Price" Contract Type (not only "FFP" as stated above) shall use this CLIN.

NET AMT

NAICS 541990 - Cost Reimbursement

COST

Task Orders with Performance Work Statements falling predominantly under NAICS Code 541990 and any "Cost Reimbursement" Contract Type shall use this

CLIN.

ESTIMATED COST

ITEM NO SUPPLIES/SERVICES ESTIMATED

QUANTITY

UNIT UNIT PRICE AMOUNT

NAICS 541990 - Labor Hour

LH

Task Orders with Performance Work Statements falling predominantly under NAICS Code 541990 and the "Labor Hour" Contract Type shall use this CLIN.

TOT ESTIMATED PRICE

CEILING PRICE

NAICS 541990 - Time & Materials

T&M Task Orders with Performance Work Statements falling predominantly under NAICS Code 541990 and the "Time & Materials" Contract Type shall use this

CLIN.

TOT ESTIMATED PRICE

CEILING PRICE

CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum quantity and contract value for all orders issued against this contract shall not be less than the minimum quantity and contract value stated in the following table. The maximum quantity and contract value for all orders issued against this contract shall not exceed the maximum quantity and contract value stated in the following table.

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

$5,000.00 $1,500,000,000.00

DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND ORDER VALUE

The minimum quantity and order value for each Delivery/Task Order issued shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for each Delivery/Task Order issued shall not exceed the maximum quantity and order value stated in the following table.

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

$5,000.00 $250,000,000.00

CLIN DELIVERY/TASK ORDER MINIMUM/MAXIMUM QUANTITY AND CLIN ORDER VALUE

The minimum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not be less than the minimum quantity and order value stated in the following table. The maximum quantity and order value for the given Delivery/Task Order issued for this CLIN shall not exceed the maximum quantity and order value stated in the following table.

CLIN

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

SERVICES AND PRICES

B-1.0 Contract Type

This Washington Headquarters Services / Acquisition Directorate (WHS/AD) non-personal, Analytic and Technical Support Services (ATSS) requirement is a vehicle to provide broad contracted technical on-site and off-site support.

On-site support consists of point of service presence in work weeks normally comprising five eight-hour workdays.

The objective of this contract action is to acquire technical support, technical studies, and research and development

(R&D) projects through the award of Indefinite-Delivery Indefinite-Quantity (IDIQ) contracts, with a combination of Fixed Price (FP), Labor-Hour (LH), Time and Materials (T&M), and Cost-Reimbursement (CR) Task Orders (TOs). The appropriate contract type per individual task order will be chosen based on risk; Government resources;

complexity of the requirement; ability to pre-determine expected deliverables and schedule; and benefit to the Government to provide specific incentives (e.g., Fixed Price Incentive (Firm Target), Cost Plus Incentive Fee, Cost Plus Award Fee). The small business reserve IDIQ awards (under NAICS Code 541611) will only include Fixed Price Task Orders. These TOs will provide administrative mission support services. Other services may take the form of information, advice, expert opinions, alternatives, analyses, evaluations, recommendations, training, and services to complement the Government’s expertise. Contractor employees are expected to interface with senior officials, executives and managers across DoD, the Military Service Departments, other Federal Government Agency representatives, Executive Branch representatives, Congressional Staff, program managers, university officials, the public, and other organizations as specified in individual TOs.

B-1.1 Fixed Price

Fixed Price task orders will be executed to the maximum extent practicable in support of technical support services, technical studies, and projects with a determinate deliverable and schedule.

B-1.2 Cost Reimbursement

Cost-Reimbursement task orders will typically be executed for support services, studies, or R&D projects where uncertainties exist on the requirement's solution. Cost-Reimbursement task orders will be executed when the order does not allow for the price to be estimated with sufficient accuracy. Cost-reimbursement types of contracts provide for payment of allowable incurred costs, to the extent prescribed in the contract. These contracts establish an estimate of total cost for the purpose of obligating funds and establishing a ceiling that the contractor may not exceed (except at its own risk) without the approval of the contracting officer. Cost-Reimbursement task orders do not apply to the small business reserve IDIQ awards.

Government anticipates that a de minimis number of task orders will be issued on a cost reimbursement basis.

B-1.3 Time and Material

A time-and-materials contract provides for acquiring supplies or services on the basis of direct labor hours at specified fixed hourly rates that include wages, overhead, general and administrative expenses, and profit; and actual cost for materials. A time-and-materials contract may be used only when it is not possible at the time of placing the contract to estimate accurately the extent or duration of the work or to anticipate costs with any reasonable degree of confidence. Time and Material task orders do not apply to the small business reserve IDIQ awards.

B-1.4 Labor Hour

A labor-hour contract is a variation of the time-and-materials contract, differing only in that materials are not supplied by the contractor. Labor Hour task orders do not apply to the small business reserve IDIQ awards.

B-1.5 Commercial and Non-Commercial Orders

This IDIQ will allow for both commercial and non-commercial orders. The commerciality determination will be made at the task order level.

B-1.6 Labor Expertise Typical of Desired Support

Each labor category is classified with one of the following education/experience levels. Contractor personnel performing work under any given labor category and associated rate must meet the corresponding requirements:

Level Requirements

Advanced

The Contractor shall have executive level technical experience with 10 years or more of relevant experience. The Contractor shall have a Master’s Degree or higher in related field, equivalent experience/certification in a field relevant to the specific position, or substantial equivalent occupational experience.

Intermediate

The Contractor shall have significant demonstrated mid-to-executive-level technical experience with DoD advanced technology programs, the management of technical projects, or equivalent occupational experience with 3 years or more of relevant experience. The Contractor shall have a Master’s or Bachelor’s Degree in related field, equivalent experience/certification in a field relevant to the specific position, or substantial equivalent occupational experience.

Basic

The Contractor shall have Associates degree level education in a related technical field or equivalent experience/certification in a field relevant to the specific position, or substantial equivalent occupational experience.

Relevant Experience means experience within the typical duties of or directly related to the labor category such that, with minimal learning curve, the individual can perform required tasks. For all labor categories, personnel must be able to obtain and maintain the required Clearance and Common Access Card.

Deviations: Contractors may deviate from the level definitions above when responding to task order solicitations so long as the deviations are clearly identified in their task order proposal. For example, a Contractor might label an employee as “Advanced”, but the employee does not have a Master’s degree. Deviations shall be clearly identified in proposals submitted in response to task order solicitations.

Labor categories under this IDIQ include:

Labor Category Description

1 Program Manager

Capable of providing leadership, direction, and management of support for the System Engineering, Test, Information Management & Technology Operations, and Advanced Technology fields and proficient in standards, principles, practices, and processes related to complex weapon systems. Possess extensive managerial, technical, and business knowledge, and experience relating to DoD and major systems or programs. Proven ability to lead and provide direct input in solving complex issues involving staff and resources of sizable magnitude. Capable of thinking strategically to address issues and implement plans for major operational defense programs. Responsible for overall contract performance.

2 Project Manager

Performs day-to-day management of contract support operations, possibly involving multiple tasks and groups of personnel at multiple locations, on a single project. Demonstrates skills in the scope of work encompassed by the task order;

provides technical guidance to the project team in performance of the work, and reviews the quality of all work products. Organizes, directs, and coordinates the planning and production of all contract support activities. Responsible for staffing, project planning, project financials, and staff direction and oversight. The Project Manager maintains and manages the client interface at the COR levels of the client organization. Assists the Program Manager as required in managing contract performance.

3 Earned Value Analyst

Demonstrated in-depth experience in the areas of Earned Value Management (EVM) and EVM Systems (EVMS) in accordance with TechAmerica ANSI EIA-

748. Extensive knowledge, skills, and abilities in EVM Systems review, EVM Program execution and health (cost, schedule, technical) along with strong analytic capabilities. Knowledge of DoD EVM policies, practices, processes, and regulations applicable to DoD systems acquisition management in accordance with DFARS and DoDI 5000.02. The candidate shall have technical, acquisition, or analyst experience and be capable of working independently or leading teams by providing daily supervision and direction. The candidate shall possess demonstrated ability to lead the development, training, and application of EVM analytic tools, techniques, and processes for both technical and administrative support activities. Analyze data and provide recommendations to senior Government leadership for situational awareness and decision making.

Demonstrated experience in evaluating estimates-to-complete utilizing various methodologies to develop executive-level forecasting and/or early warning reports including briefings on root cause analysis and risk mitigation strategies. Proven experience in organizing, planning and conducting Integrated Baseline Reviews (IBR). Strong background in the review and analysis of integrated master schedules (IMS) and schedule risk analyses. Earned Value Professional (EVP) certification administered by the International Association for the Advancement of Cost Engineering highly desired.

Operations Research Analyst

Capable of performing execution and planning oversight of wargames, exercises, and demonstrations. Possess expertise in military operational concepts, technical, program management, and integration and fielding of complex weapon systems.

Possess extensive experience in support of Modeling and Simulation efforts.

Capable of working independently or leading teams to solve problems. Has specialized related knowledge. Capable of providing daily supervision and direction to support teams.

5 Physical Scientist

Provide technical support in a laboratory environment, conducts experiments or makes observations, analyzes findings, operates necessary equipment, and develops and tests theories.

Principal Technical Expert Consultant

Provides expert technical, managerial leadership, and direct support for problem definition, analysis, requirements development, and implementation of complex projects and programs.

7 Resource/Budget Analyst

Capable of providing expertise to relevant budget and resource management principles and practices for developmental and operational programs. Knowledge, skills, and abilities in the budget analysis field. Capable of utilizing, adapting and developing budget and resource analytic tools, techniques, and processes for both technical and administrative support activities. Works as a member of team and assists with solving complex problems.

8 Statistician

Assists in conducting research studies, develops sampling plans, develops questionnaires, conducts pre-tests, collects data on-site, by mail or telephone as required. Analyzes data using advanced statistical methods. Writes reports and presents briefings to Government officials

9 Subject Matter Expert

Recognized industry expert with significant depth and breadth of knowledge capable of providing advisor and consultant services based on unique experience that has a significant level of technical value and return on investment. Capable of supporting teams and/or working independently regarding very complex technical or programmatic issues usually related to complex weapons systems.

Systems/Project Engineer

Capable of leading and executing extensive engineering/scientific support on systems, system elements, interfacing systems, components, devices and/or processes for complex developmental and operational weapon system programs.

Possess in-depth technical and theoretical knowledge. Capable of working independently, as a team member, or leading teams/tasks to solve engineering/scientific problems. Capable of leading the implementation of the engineering "V" across the program acquisition life cycle. Capable of working independently or leading teams to solve engineering problems. Capable of providing daily supervision and direction to support teams. Experienced applying Agile Methodology to programs and projects.

11 Technical Consultant

Provides expert technical, managerial leadership, and direct support for problem definition, analysis, requirements development, and implementation of complex projects and programs.

Technical Program Analyst

Capable of leading and executing analytical tasks, utilizing both analytical techniques, and processes for complex developmental and operational programs.

Extensive Knowledge, skills, and abilities in the analysis field. Capable of leading the development and utilization of modelling, simulation, and analytic tools, techniques, and processes for both technical and administrative support activities.

Capable of working independently or leading teams to solve problems. Capable of providing daily supervision and direction to support teams.

Technical Security Specialist

Work that involves ensuring the confidentiality, integrity, and availability and cybersecurity hardening of government and contractor systems, networks, and data through the planning, analysis, development, implementation, maintenance, and enhancement of weapon systems, information systems, and critical infrastructure security programs, policies, procedures, and tools.

14 Technical Specialist

Capable of leading the execution of technical support requirements for developmental and operational weapon system programs. Capable of working independently or leading teams to solve problems. Capable of providing daily supervision and direction to support teams. Has specialized related knowledge.

15 Technical Writer

Specialized experience includes demonstrated experience in editing documents, including technical documents. Collects and organizes technical information required for preparation of reports, read-aheads, proposals, or technical analyses

16 Data Manager

Performs the deconstruction of law, regulation, policy, and guidance into use cases, data definitions, data elements, and business rules. Prepares data governance packages which present data elements, definitions, data source, data provider(s), and business rules for data steward (i.e., the organization or office that best understands and works with the data) review and comment. Incorporates adjudicated information into data governance tool to increase completeness and clarity for the Department in its understanding and use of data to support the Department's Acquisition mission and core business processes. User of commercial data analytics software.

17 Data Analyst

Provide independent, objective, expert analyses resulting in reasonable and actionable recommendations based on: commercial and government best practices regarding operational management; use of analytics products including business intelligence, analysis automation, machine learning, and artificial intelligence for data analysis; an in-depth understanding of Defense Acquisition policies, process, and procedures; and an in-depth understanding of the legislative and political processes that drive acquisition reform. Provide expertise to contribute to development of innovative, data-driven policies.

18 Data Scientist Experience in executing data science and analytical solutions in a professional work environment. Provides expertise in data mining, big data analytics, data extraction, data engineering, statistics, programming, data warehousing, machine learning, natural language processing, and use of programming languages and business intelligence and data visualization tools to facilitate the review, analysis, and extraction of valid, actionable information from data. Experience in MS Access, programming languages such as R, Python and experience in Business Intelligence tools such as Tableau, Qlik, Alteryx.

19 Business Process Analyst

Responsible for defining and developing logistics related mission processes, policies, roles and responsibilities, and performance metrics. Conducts analysis of mission processes: current state analysis, gap analysis, benchmarking, best practices identification, organizational assessment, and other related tasks. May coordinate with other functional teams to gather program functions, output requirements, and data inputs. Plans and implements process improvements, including: future state design, change management, and transition planning. May be required to deliver presentations and training on various logistics related subject matter.

20 Database Administrator

Designs and builds relational databases. Plans and coordinates the administration of computerized logistics databases, to ensure accurate, appropriate, and effective use of data, including database definition, structure, documentation, long-range requirements, and operational guidelines. Reviews database design and integration of systems, develops data warehousing blueprints, and makes recommendations regarding enhancements and/or improvements. Formulates policies, procedures, and standards relating to database management, and monitors transaction activity and utilization. Prepares and/or reviews activity, progress, and performance reports.

Translates business needs into long-term architecture solutions. Reviews and develops object and data models and the metadata repository to structure the data for better management and quicker access.

21 Data Storage Manager

Provides technical support to specify, implement and maintain data storage solutions for logistics information systems. Coordinates data management from both functional and technical perspectives. Interfaces with internal/external customers to solve complex technical problems related to the use of storage hardware/software.

Provides support to installing and maintaining disaster recovery systems;

participating in disaster recovery tests, evaluating and implementing new or enhanced automated storage management tools; participating in the planning and executing of data storage movement. Develops and implements business rules, data definitions, and maintains data lexicons, dictionaries, data quality metrics, and governance. Prepares and implements data validation and verification testing.

22 Logistics Assistant

Plans, develops and implements programs to coordinate physical distribution, order fulfillment, inventory management and control, and contract management activities.

Controls the efficient flow of goods, services, and information between points of origin through customer placement in order to meet customer requirements.

Develops and administers production plan and schedules as they relate to material and product flow inbound and outbound to ensure customer service and time objectives are achieved within existing financial constraints in order to meet marketing and financial objectives. Ensures the execution and continuous improvement of standard logistics processes, such as the replenishment system, data interchange systems, demand management, electronic data systems administration and related functions. May perform equipment or system fault analysis. Involved in life cycle maintenance and integrated logistics support of major systems.

23 Logistics Analyst Performs system fault analysis, life cycle maintenance and integrated product support (IPS) of logistics systems. Controls the efficient flow of goods, services and information between points of origin through customer placement in order to meet customer requirements. Ensures the execution and continuous improvement of standard logistic processes. Logistics functions encompass maintenance, supply, transportation and logistics plans. Inherently included as logistics tasks are program formulation, policy planning, coordination, inspection, integrated logistics processes, joint planning logistics, acquisition and wholesale logistics, product support, asset visibility, material management and supervision.

24 Logistics Specialist

Performs system fault analysis, life cycle maintenance and integrated product support (IPS) of logistics systems. Controls the efficient flow of goods, services and information between points of origin through customer placement in order to meet customer requirements. Ensures the execution and continuous improvement of standard logistic processes. Logistics functions encompass maintenance, supply, transportation and logistics plans. Assists in performing routine logistics duties which are broad in nature and include warehousing, packaging, shipping, and maintaining, repairing, and operating facilities and/or equipment Inherently included as logistics tasks are program formulation, policy planning, coordination, inspection, integrated logistics processes, joint planning logistics, acquisition and wholesale logistics, product support, asset visibility, material management and supervision.

Logistics Systems Analyst

Analyzes logistics requirements and develops solutions involving application of logistics management systems, tagging and tracking systems, business processes, work flow, and the man-machine interface. Supports concept development, and definition of logistics programs including needs, objectives, plans, and approaches.

Supports the development of acquisition documentation including specifications, work statements, schedules and funding estimates. Participates in multidisciplinary teams of technical experts, functional, and user representatives. Assists in the development of maintenance engineering and logistics support data.

Logistics Systems Engineer

Develops and integrates concepts that involve requirements, design, development, production, testing, training and logistics support in all phases of the life-cycle acquisition. Supports the analysis and specification of requirements that ensure logical and systematic conversion of customer requirements into total systems solutions. Designs, re-engineers, and integrates logistics processes, systems, and equipment. Supports the translation of requirements into technical specifications of equipment, software, facilities, data and personnel.

27 Research Specialist

Performs research and analysis on logistics project. Responsibilities include but are not limited to collecting, sorting, analyzing, and writing reports on assigned topics.

Controls and manages the flow of information between various stakeholders, to provide the necessary resources within the timeframe of the order. Search sources include reference works, literature, documents, newspapers, statistical records, Internet, Intranet, magazines, periodicals, journals, and other media deemed necessary.

28 Mitigation Specialist

Develops policy, processes, and audit compliance measures that achieve the prescribed outcome. Performs mitigation risks in corporate structures, ventures or contracts. Performs revenue recognition, technology transfer, intellectual property ownership, product integrity and supply assurance.

Business Intelligence Analyst

Works with complex corporate structures and international business transactions.

Knowledge of accounting principles dealing with revenue recognition, technology transfer, intellectual property ownership, product integrity and supply assurance

30 Case Manager Manages multiple cases, projects, or files between different Subject Matter Experts. Tracks edits, additions, evidence, regulatory findings, and assessments from multiple stakeholders. Communicates (oral and written) risks in evidence, mitigations, and processes for senior officials

Deviations: Contractors may deviate from the labor categories listed above when responding to task order solicitations so long as the deviations are clearly identified in their task order proposal. However, the vast majority of labor categories required for the task order performance are listed above.

Section C - Descriptions and Specifications

PERFORMANCE WORK STATEMENT

C-1.0 INTRODUCTION

Under the authority, direction and control of the Secretary of Defense (SECDEF), the Office of the Under Secretary of Defense for Acquisition and Sustainment (OUSD(A&S)) is the principal staff assistant and advisor to the SECDEF and Deputy Secretary of Defense (DEPSECDEF), for matters relating to the Department of Defense (DoD) acquisition system, production, logistics, installation management, military construction, defense procurement, acquisition policy, environmental and nuclear security, chemical and biological matters, operational energy plans and programs, corrosion policy and oversight, human capital initiatives, small and disadvantaged business management and Federally Funded Research and Development Center (FFRDC) program oversight.

Details on the OUSD(A&S) mission, role, and responsibilities are available at http://www.acq.osd.mil/index.html.

The Office of the Assistant Secretary of Defense for Acquisition (OASD(A)) serves as the principal staff assistant and advisor to the OUSD(A&S), DEPSECDEF, and SECDEF on matters relating to DoD’s acquisition system and programs utilizing the Adaptive Acquisition Framework (AAF).

In this capacity, the OASD(A) provides the following services:

Advises and assists the SECDEF, and DEPSECDEF in providing guidance to the Secretaries of the Military Departments with respect to acquisition in the DoD

Serves as an advisor in the preparation of major defense acquisition program (MDAP) analysis of alternatives study guidance

Serves as the MDA for the Materiel Development Decision, Milestone A, the Request for Proposal Release Decision Point for the Engineering and Manufacturing Development Phase, Milestone B, and Milestone C for acquisition category (ACAT) ID programs

Issues and maintains requirements for the content, and the review and approval process for ACAT ID acquisition strategies, and approves the acquisition strategies for ACAT ID programs

Publishes all middle tier of acquisition (MTA) policy, to include MTA rapid prototyping policy and MTA rapid fielding policy

Prescribes policies and procedures for the conduct of Acquisition in the DoD, to include activities spanning from technical conceptualization to oversight of development projects and acquisition Programs of Record

Monitors and reviews programs and portfolios within the DoD Participates in the DoD Planning, Programming, and Budgeting System with respect to assigned areas of responsibilities Performs other duties that may be prescribed by the DEPSECDEF or SECDEF

The Office of the Assistant Secretary of Defense for Sustainment OASD(S) serves as the principal staff assistant and advisor to the OUSD(A&S), DEPSECDEF, and SECDEF on logistics and materiel readiness in the DoD and is the principal logistics official within the senior management of the DoD.

In this capacity, the OASD(S):

Prescribes policies and procedures for the conduct of logistics, maintenance, materiel readiness, strategic mobility, and sustainment support in the DoD, to include, supply, maintenance, and transportation

Advises and assists the OUSD(A&S), SECDEF, and DEPSECDEF in providing guidance to the Secretaries of the Military Departments with respect to logistics, maintenance, materiel readiness, strategic mobility, and sustainment support in the DoD

Monitors and reviews all logistics, maintenance, materiel readiness, strategic mobility, and sustainment support programs within the DoD

Ensure strategic alignment of infrastructure capabilities and capacity with the training, readiness, and support requirements of Military Departments and Combatant Commanders in the joint operational environment

Implements environmental practices to facilitate and improve the capabilities of our forces while safeguarding the long term sustainability of our Nation's priceless resources

Central policy advocate on facilities for the Defense Agencies, DoD Field Activities, and U.S. Special Operations Command, as these DoD Components do not report through a Military Department. FM's installation portfolio includes over 555,000 facilities worldwide (including buildings and linear and vertical structures); located at over 5,000 sites; and covering more than 28 million acres

Sustain warfighting readiness and lethality by providing all energy-related policy and governance for programs and activities that enable resilient, efficient, and cyber-secure energy for Joint forces, weapon systems and installations

Participates in the DoD Planning, Programming, and Budgeting System with respect to assigned areas of responsibilities

Performs other duties that may be prescribed by the OUSD(A&S), DEPSECDEF or SECDEF

This indefinite delivery/indefinite quantity contract is for the acquisition of a full-spectrum of technical support for OUSD(A&S) and other associated DoD sponsored mission requirements from other organizations under the Fourth Estate. The requirements contained herein specify the tasks required to support OUSD(A&S) in specific areas and may also be beneficial to other Fourth Estate agencies/organizations.

C-1.1 SCOPE

The scope of this Performance Work Statement (PWS) is to fulfill the requirements within Office of the Secretary of Defense (OSD), OUSD(A&S), OUSD Research & Engineering (R&E) and other DoD sponsored mission requirements, specifically in the following areas: acquisition and sustainment oversight support, capability portfolio management, engineering and agile methodologies, acquisition intelligence, policy analysis and support, business and financial, international programs and security, legislative analysis and support, data science, data analytics, data governance, and technical support. The task areas in this PWS require the contractor to provide a breadth and depth of mission and analytic technical support service. To meet these requirements, the contractor shall provide the specialized knowledge and skill sets described in the specific task orders.

The contractor shall provide both on-site support and off-site support for routine and unforeseen events and requirements as directed by the contracting authority via task order or a modification to an existing tasking order.

The number of personnel, security clearances, and essential qualifications and skills shall be dictated by the nature of the tasks in each task order. The contractor shall provide personnel during normal operations and during surge or special situations to accomplish the requirements specified in the IDIQ/task order PWS. The contractor shall efficiently and effectively manage the performance under this contract to ensure all the necessary technical, business planning, organizing, managing, coordinating and tracking (e.g., cost, schedule, and deliverables), performance management, resource management, data management, and subcontract management required to perform all activities is accomplished, as required by the IDIQ/task order PWS.

C-2.0 OFFICES

The following represent offices that may require support under this contract:

Office of the Assistant Secretary of Defense for Acquisition (OASD(A)):

o Platform and Weapon Portfolio Management (PWPM) o Information and Integration Portfolio Management (I&IPM) o Chief Information Security Office for Acquisition (CISO(A)) o Defense Pricing and Contracting (DPC) o Acquisition Enablers (AE)

Joint Rapid Acquisition Cell (JRAC) International Cooperation

Industrial Policy (INDPOL) OUSD(A&S) Chief of Staff Resources, Personnel, Data and Security (RPDS) Other offices supporting OUSD(A&S) including the Office of the Assistant Secretary of Defense for

Sustainment (OASD(S)) OUSD Research & Engineering (R&E)

Other agencies/organizations under the Fourth Estate may require support under this contract.

C-3.0 ACRONYMS

AAF: Adaptive Acquisition Framework AE: Acquisition Enablers ASD(A): Assistant Secretary of Defense for Acquisition ASD(S): Assistant Secretary of Defense for Sustainment ATSS: Analytic & Technical Support Services CATMS: Correspondence and Task Management System CCMD: Combatant Command CISO(A): Chief Information Security Officer for Acquisition CO: Contracting Officer COR: Contracting Officer’s Representative CPFF: Cost Plus Fixed Fee DARPA: Defense Advanced Research Projects Agency DAS: Defense Acquisition System DASD I&IPM: Deputy Assistant Secretary of Defense for Information and Integration Portfolio Management DASD PWPM: Deputy Assistant Secretary of Defense for Platform and Weapon Portfolio Management DEPSECDEF: Deputy Secretary of Defense DHS: Department of Homeland Security DoD: Department of Defense DoD FMR: Department of Defense Financial Management Regulation DPC: Defense Pricing and Contracting EVM-CR: Earned Value Management - Central Repository FFP: Firm Fixed Price GAO: Government Accountability Office GTR: Government Technical Representative IDIQ: Indefinite-Delivery / Indefinite-Quantity INDPOL: Industrial Policy IT: Information Technology JCIDS: Joint Capabilities Integration & Development System JRAC: Joint Rapid Acquisition Cell MDA: Milestone Decision Authority MDAP: Major Defense Acquisition Program NCR: National Capital Region NRO: National Reconnaissance Office OASD(A): Office of the Assistant Secretary of Defense for Acquisition OASD(S): Office of the Assistant Secretary of Defense for Sustainment ODNI: Office of the Director of National Intelligence OSD: Office of the Secretary of Defense OUSD(A&S): Office of the Under Secretary of Defense for Acquisition and Sustainment PDASD(AE): Principal Deputy Assistant Secretary of Defense for Acquisition Enablers PPBE: Planning, Programming, Budgeting, and Execution PWS: Performance Work Statement QA: Quality Assurance QASP: Quality Assurance Surveillance Plan QC: Quality Control

QPP: Quality Program Plan RPDS: Resources, Personnel, Data and Security S&T: Science and Technology SECDEF: Secretary of Defense TIM: Technical Interchange Meeting TO: Task Order USD(A&S): Office of the Under Secretary of Defense for Acquisition and Sustainment

C-4.0 TASK AREAS

The OUSD(A&S) task portfolio encompasses two major functional capability areas:

Administrative Management and General Management Consulting Services Professional, Scientific, and Technical Services

C-4.1 ADMINISTRATIVE MANAGEMENT AND GENERAL MANAGEMENT CONSULTING

SERVICES

C-4.1.1 Administrative Management and General Management Consulting Services

Provide operating advice and assistance on administrative management issues, such as financial planning and budgeting, equity and asset management, records management, office planning, strategic and organizational planning, and business process improvement.

Review, conduct analyses, provide technical comments, and develop staffing packages on acquisition and policy level documents and correspondence or requests for programs and activities. Prepare formal official program documents, and correspondence as required. Ensure read ahead material, talking points, and staff packages are prepared, coordinated, and consolidated for executive level review. Participate in scheduled and unscheduled reviews, teleconferences, briefings, working groups, steering groups, and any other periodic meetings and briefings, as required by the Government and provide meeting minutes, summaries and complete quick response assignments.

Organize meetings (including Under Secretary-level meetings), issue invitations, track attendance (including classified meetings), and develop meeting minutes and summaries. Deliver technical recommendations, consolidate working group deliberations, and evaluate action item resolutions.

C-4.1.2 Financial Management (FM)

Conduct financial analyses throughout the Planning, Programming, Budgeting, and Execution (PPBE) cycle.

Forecast and provide budget information including execution status and funds reconciliation. Track and report the status of budget execution to ensure proper use of all funds (active, expired, and cancelled). Input and maintain entries to Governmental financial systems. Design, implement, and work with advanced data collection methods, utilizing computer-based applications and analytics tools for qualitative evaluation and development of quantitative analysis supported by the data collection/evaluation effort. Assist in tabulation, graphical plotting and other visual presentations of data and analytic results. Maintain proficiency and understanding of current fiscal and appropriations conventions and law. Conduct analyses throughout the Program and Budget Review (PBR) process.

Contribute in development of program submissions to include issue nomination papers, Unfunded Requirements (UFR) papers, reclamas, and Program Objective Memorandum (POM) inputs. Provide inputs for OUSD(A&S) positions on reports and studies which highlight budget irregularities or potential program issues. Support POM issue team meetings, issue development, drafting of documents, recommendations, position papers, white papers and comments related to the PBR process. Assist in the development of budget submissions to include Operations and Maintenance Documents [O-Docs], Research Development, Test and Evaluation Documents [R-Docs], and Procurement Documents [P-Docs].

C-4.2 PROFESSIONAL, SCIENTIFIC, AND TECHNICAL SERVICES

C-4.2.1 Program Acquisition Oversight Analyses

Provide support to OUSD(A&S) in its DoD Acquisition Oversight role. Support planning, development, coordination and implementation of initiatives for programs within the AAF from traditional acquisition processes to mid-tier acquisition approaches. Provide expertise in developing performance assessments and analyses of acquisition programs and portfolios to increase efficiency across the defense acquisition system, determine policy effectiveness, and support the integration of efforts across military needs, acquisition, and technology development.

Provide expertise in developing earned value management evaluations, standards, policies and best practices. Ensure validated and approved requirements are implemented through design, development, integration, and testing within the established baseline schedule and budget. Ensure project tasks, status reports, and cost and schedule performance reports are consistent with program milestone documentation. Investigate references to new strategy, policy, and provide assessments of program execution against Milestone Decision Authority (MDA) approved baselines for cost, schedule, and or performance. Prepare and coordinate technical program reviews and analysis of programmatic and fiscal changes. Assist in presenting briefings to Government and prime system contractors in support of acquisition program management. .

C-4.2.2 Congressional Affairs

Assist in the development and coordination of legislative inquiries and legal requirements. Support the legislative process and provide draft testimony appeal and impact statements. Review DoD posture hearing materials and draft responses to Congressional, Commission, General Accountability Office (GAO), and Inspectors General inquiries.

Provide analysis and evaluation of Congressional legislation and report language to include the annual Defense Authorization and Appropriations Acts and any relevant legislation or provision or funding initiatives that affect OUSD(A&S) equities and acquisition programs.

C-4.2.3 International Affairs

Assist in the development and execution of strategies and plans for potential international engagement in acquisition programs and Foreign Military Sales (FMS). Evaluate international programs based on performance metrics and agreed upon goals and objectives. Develop read aheads and white papers for key OUSD(A&S) engagements with the international acquisition and policy communities. Understand provisions for Foreign Export Requirements

(FER).

C-4.2.4 Strategic Communications

Develop and recommend communications plans and strategies that include the development of primary, secondary and tertiary messages, multiple communication channels and techniques, and associated communications support.

Lead or support communication and change management strategy development and implementation. Identify critical audience perspectives and tailor messages to the audience. Prepare presentations, communications, meeting agendas, talking points, and speaking materials. Route draft communications documents through public affairs to obtain public release authority. Identify and recommend outreach activities and support outreach efforts. Support mission, vision, and end state analyses, development, refinement, and promulgation. Provide content for inclusion in websites and digital media. Develop and implement methods to measure message success and recommend course corrections to increase impact/effectiveness. Develop media, web, and social media engagement plans and manage digital media platforms.

C-4.2.5 Policy Analysis

Provide policy support for creation and maintenance of Acquisition- and Sustainment-related regulations, guides, standards, policies, directives, instructions, memoranda, manuals, and associated policy documents (referred to collectively herein as “policies”). Review the National Defense Authorization and Appropriation Acts in order to identify potential Acquisition and Sustainment policy impacts. Draft updates to OUSD(A&S) policies based on government guidance, objectives, and direction. Review external policies (draft or published) for impacts to OUSD(A&S) responsibilities or OUSD(A&S) policies and provide analysis on the impacts, propose alternatives, draft comments, request exceptions, and otherwise support OUSD(A&S) policy requirements. Support policy management by monitoring policy validity periods and ensuring timely updates. Comply with the requirements of

DoD Instruction 5025.01, “DoD Issuances Program,” in reviews and recommendations of external policies and when drafting, staffing, coordinating on OSD policies.

C-4.2.6 Other Professional, Scientific, and Technical Studies

Perform professional, scientific, and technical analytic study efforts covering a wide range of OASD(A) Acquisition disciplines relevant to OASD(A) technical requirements and mission that produce defined deliverables for specific problem statements that have sufficient research, data analysis, findings, and recommendations. Support topics may include but are not limited to the following:

Agile Methodologies Strategic Sourcing, Commodity Management, Category Management Communications and Network Systems Command and Control Cyberspace Operations Cybersecurity for the Defense Industrial Base Supply Chain Risk Management Defense Business Systems Space Systems Satellite Communications Space Control Acquisition Intelligence Intelligence, Surveillance, and Reconnaissance Nuclear Command, Control, and Communications Nuclear Modernization Missile Defense Hypersonics Air Warfare Land Warfare and Munitions Naval Warfare Strategic Warfare Electronic Warfare Missile Defense Unmanned Systems Treaty Compliance Homeland Defense Technology Research and Development Military Capabilities Portfolio Assessment Military Requirements Operations Research Supply Chain Management and Logistics Operational Contract Support Policy (Contingency Contracting) Earned Value Analysis Work Breakdown Structures Root Cause Analyses Acquisition Program and Portfolio Performance Assessments Acquisition Policy Mission Engineering Portfolio Management Data Science, Data Analytics and Artificial Intelligence Data Governance Business Process Reengineering, Process Improvement, and Organizational Planning Intellectual Property

Within these performance segments, the contractor is expected to perform specialized technical studies and analyses, participate in meetings and reviews that support the development of specific studies and analyses being performed, and develop the required technical reports and presentation briefings to provide the results of the study/analyses to the DoD community.

Types of technical subject matter expert studies and analytical services may include but are not limited to, technical design reviews, technical portfolio data/statistical analysis, Modeling and Simulation (M&S) analysis, cost analysis, assessments of systems acquisition and programs, risk assessments, development analyses and…