DTSS PWS Draft 1.pdf

PERFORMANCE WORK STATEMENT (PWS)

Doctrine and Training Support Services

Part I

General Information

1. GENERAL: This is a non-personal services contract to provide Irregular Warfare (IW) and Counter Threat Finance (CTF) doctrine and training product development and instruction services. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government. The Contractor, in turn, shall be accountable to the Government for Contractor or subcontractor personnel

1.1 Description of Services/Introduction: The Contractor shall provide IW and CTF trained and experienced personnel to develop doctrine and training products and to provide instruction services in compliance with Army and TRADOC current regulations utilizing Army approved automation systems as defined in this Performance Work Statement (PWS), except for those items specified as government furnished property and services or information that is not accessible to contract personnel. The Contractor shall perform in accordance with (IAW) the terms and conditions of the contract and consistently with the established standards in this PWS and contract.

1.1.2. Extent of Obligation: The Government is only obligated to the extent of authorized purchases under the awarded Contract.

1.1.3. Individuals Authorized to Order under the awarded Contract: Contracting Officers and Representatives assigned to the US Army Special Operations Command, Fort Bragg, North Carolina.

1.2. Background: The Special Operations Center of Excellence (SOCoE) as the Army IW proponent is currently responsible for three doctrinal publications and numerous Army Training Publications, the Foreign Internal Defense (FID), Combined Arms Training Strategy (CATS) and associated training programs of instruction (POI) for Army Special Operations Forces and Conventional Army units at the brigade, division, and corps level. The doctrine and training developers and instructors have primary development responsibilities for FID, Counterterrorism (CT), and Counterinsurgency (COIN) as each address’s IW activities. As assigned, the developer may be required to conduct surges and assist developing products outside their area of primary responsibility.

1.3. Objectives: The basic service objective includes the following:

1.3.1. The basic service objective includes support the SWCS, a subordinate command of USASOC, to serve as a doctrine or training developer for the creation of products for the Special Operations Center of Excellence (SOCoE) and ensure accuracy and synchronization with current doctrine of IW activities.

1.4. Scope: Conduct extensive research and analysis to create or revise doctrine or training products that accurately articulate current unit missions, core and supporting activities, interagency roles, force structure, and capabilities in compliance with doctrine and regulatory compliance. Maintain expertise and currency in required operator level proficiency for Training Development Capability (TDC), Army Training Management System (ATMS) Development Tool, and classified training development systems. Maintain current Secret Security Clearance.

Certain aspects of the job performance involve the interface with operational force units, the interagency, the Joint and Army staff, other proponent Centers of Excellence (COEs) doctrine and training developers and TRADOC personnel to develop IW doctrine and training products that are inclusive of core capabilities and enabling activities.

1.4.1. Contractor shall provide doctrine or training product development under minimal supervision by performing research, analysis, and documentation to adequately support the Army conventional and special operations forces. Scope of duties includes developing or revising IW doctrine and training products that integrates Army conventional and special operations forces mission functions utilizes the Training Development Capabilities (TDC) system and Army Training Management System (ATMS) Development Tool. Applies experience producing quality IW products based on current doctrine, Army organization and core competencies, and in compliance with regulatory guidance.

1.4.2. Requirements/Duties specific to IW: Provide contracted training development support for the creation of products for the Special Operations Center of Excellence (SOCoE) and ensure accuracy and synchronization with current doctrine of IW activities. This requirement includes, but not limited to, conducting extensive research and analysis to create or revise doctrine or training products that accurately articulate current unit missions, core and supporting activities, interagency roles, force structure, and capabilities in compliance with doctrine and regulatory compliance. Maintain expertise and currency in required operator level proficiency for Training Development Capability (TDC), Army Training Management System (ATMS) Development Tool, and classified training development systems. Maintain current Secret Security Clearance.

Certain aspects of the job performance involve the interface with operational force units, the interagency, the Joint and Army staff, other proponent Centers of Excellence (COEs) doctrine and training developers and TRADOC personnel to develop IW doctrine and training products that are inclusive of core capabilities and enabling activities.

Duties include, but not limited to:

- Providing doctrine or training product development under minimal supervision by performing research, analysis, and documentation to adequately support the Army conventional and special operations forces.

- Developing or revising IW doctrine and training products that integrates Army conventional and special operations forces mission functions utilize the Training Development Capabilities (TDC) system and Army Training Management System (ATMS) Development Tool. Applies experience producing quality IW products based on current doctrine, Army organization and core competencies, and in compliance with regulatory guidance.

- Must possess a Top-Secret Clearance with SCI eligibility

1.4.3. Requirements/Duties specific to CTF: Provide contracted doctrine or training product developer support for the creation, revision, and review of CTF products for the Special Operations Center of Excellence and ensure integration and synchronization with service or joint operational forces and allied partners. Conduct extensive research and analysis to create CTF products that accurately articulates proper processes, procedures, and techniques to mitigate adversary financial resources and capabilities.

Duties include, but not limited to:

- Conduct extensive research and analysis to create or revise doctrine or training products that accurately articulate current unit missions, core and supporting activities, interagency roles, force structure, and capabilities in compliance with doctrine and regulatory compliance.

- Provide doctrine or training product development under minimal supervision by performing research, analysis, and documentation to adequately support the Army conventional and special operations forces.

- Developing or revising CTF doctrine and training products that integrates Army conventional and special operations forces mission functions utilizes the Training Development Capabilities (TDC) system and Army Training Management System (ATMS) Development Tool.

- Maintain expertise and currency in required operator level proficiency for Training Development Capability (TDC), Army Training Management System (ATMS) Development Tool, and classified training development systems. Maintain current Secret Security Clearance.

Certain aspects of the job performance involve the interface with operational force units, the interagency, the Joint and Army staff, other proponent Centers of Excellence (COEs) doctrine and training developers and TRADOC personnel to develop CTF doctrine and training products that are inclusive of core capabilities and enabling activities.

- Applies experience producing quality CTF products based on current doctrine, Army organization and core competencies, and in compliance with regulatory guidance.

- Must possess a Top-Secret Clearance with SCI eligibility

1.5. Projected Period of Performance: The period of performance shall be one (1) Base Year of 12 months and four (4) 12-month ordering periods.

1.5.1. At each option period, the Government shall review and revise as necessary to conform to the requirements of Federal Acquisition Regulation (FAR) and verify the status of the GSA schedule.

1.6. General Information

1.6.1. Quality Control: Quality Control is the responsibility of the Contractor. The Contractor is responsible for the delivery of quality services/supplies to the Government (see FAR 52.246-1 Contractor Inspection Requirements).

1.6.1.1. Quality Control Program: The Government is committed to a highly interactive relationship between quality control by the Contractor and quality assurance by the government recipient of services. This relationship shall be achieved through an effective Prevention Based Quality Control Program dedicated to ensuring the best possible products and services to end users. The Contractor shall provide their final written Quality Control Plan (QCP) no later than (NLT) 15 days after contract award and within five (5) days of any proposed changed to the Contracting Officer’s Representative (COR) and Contracting Officer (KO).

1.6.1.1.1. The Contractor’s QCP shall demonstrate its prevention-based outlook by meeting the objectives stated in the PWS throughout all areas of performance. The QCP shall be developed to specify the Contractor’s responsibility for management and quality control actions to meet the terms of the contract. The QCP as a minimum shall address continuous process improvement;

procedures for scheduling, conducting and documentation of inspection; discrepancy identification and correction; corrective action procedures to include procedures for addressing Government discovered non-conformances; procedures for root cause analysis to identify the root cause and root cause corrective action to prevent re-occurrence of discrepancies; procedures for trend analysis; procedures for collecting and addressing customer feedback/complaints.

1.6.1.1.2. The Contractor shall provide, all reports generated because of the Contractor's quality control efforts within 48 hours of completion. This shall include any summary information used to track quality control measures, including any charts/graphs.

1.6.1.1.3. The Contractor’s QCP shall be incorporated into and become part of this contract after the plan has been accepted by the KO. Proposed changes made after KO acceptance shall be submitted in writing through the COR to the KO for review and acceptance prior to implementing any revision. The Contractor’s QCP shall be maintained throughout the life of the contract and shall include the Contractor’s procedures to routinely evaluate the effectiveness of the plan to ensure the Contractor is meeting the performance standards and requirements of the contract.

1.6.1.2. Contractor Discrepancy Report (CDR): If the Contractor's performance is unsatisfactory, a CDR will be issued. The Contractor shall reply in writing within five (5) workdays from the date of receipt of the CDR, giving the reasons for the unsatisfactory performance, corrective action taken, and procedures to preclude recurrence.

1.6.1.3. Quality Assurance: The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.2. Recognized Federal Holidays: The Contractor shall not be required to perform services on recognized federal holidays. The recognized federal holidays include:

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

1.6.2.1. When a holiday occurs on a Saturday, Federal employees are normally granted the previous Friday as the holiday observance. When a holiday occurs on a Sunday, Federal employees are normally granted the following Monday as the holiday. The contractor shall work on the days the Government is scheduled to work.

1.6.2.2. When an unforeseen installation closure occurs on a regularly scheduled day of work, the Contractor will have the following options:

1.6.2.2.1. Reschedule the work so it is performed the following day unless the following day falls on a weekend.

1.6.2.2.2. Reschedule the work on any day that is mutually satisfactory.

1.6.2.2.3. Conduct the work remotely whenever not on a holiday or weekend.

1.6.3. Hours of Operation: The Contractor shall be responsible for providing eight hours of service per workday, between the hours of 6:00 AM – 6:00 PM Monday through Friday, except federal holidays or when the government facility is closed due to local or national emergencies, administrative closings or similar government directed facility closings. The Contractor shall always maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential to successful performance under this contract.

1.6.4. Place of Performance: Contractor shall have routine access to Government-controlled facilities. The work to be performed under this contract shall be accomplished primarily at USAJFKSWCS/SOCoE, Fort Bragg, NC. However, Government supervisors may authorize or dictate remote work based on requirements and needs of the organization.

1.6.5. Security Requirements:

1.6.5.1 Access and general protection policy and procedures: All contractor employees, including subcontractor employees, requiring access to an Army or USSOCOM controlled installation, facility, or area shall comply with applicable security policies and procedures (provided by the government representative). This includes policies pertaining to the use or prohibition of electronic recorders, devices, cameras, etc. If the Contractor is required to take photographs or videos on a Government Installation, the Contractor must obtain written permission from the Senior Commander. The contractor shall also provide all information required for background checks to meet installation and facility access requirements to be completed by the installation Provost Marshal Office, Director of Emergency Services, or Security Office. The contractor workforce must comply with all personal identity verification requirements as directed by DoD, HQDA, USSOCOM, USASOC and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should Force Protection Condition (FPCON) at any individual facility or installation change, the government may require changes in contractor security matters or processes.

1.6.5.2. Security will be in accordance with Department of Defense form (DD) 254. Contractor team individual(s) supporting this task will be cleared at the SECRET level based on position requirements. Contractors will not require additional accesses in performance of this effort.

Contractor will require access to NIPRNET/SIPRNET computer systems only at government facilities. Contractor will not be authorized to courier classified information.

1.6.5.3. Fraud, Waste, and Abuse: In accordance with AR 11-2, Internal Management Controls, the Contractor shall be responsible for maintaining proper conduct and good discipline within Contractor-occupied work areas. Contractor personnel shall be encouraged to be alert to and report to designated representatives suspected situations of fraud, waste, and abuse or other intentionally dishonest conduct observed during or in the performance of contract.

1.6.6. Special Qualifications.

1.6.6.1. General:

1.6.6.1.1. The Contractor shall be responsible for ensuring all personnel performing work under this contract possess and maintain current certifications as indicated in PWS 1.6.5., security requirements during the execution of this contract.

1.6.6.1.2. Contractor personnel performing work under this contract shall be able to read, write, speak, and understand the English language to effectively carry out all contract requirements.

They shall have a command of both the written and spoken English language to communicate in person properly clearly, and effectively or via electronic devices (telephone or Email) with co-workers, customers, and the general public.

1.6.6.1.3. Contractor personnel performing work under this contract shall be U.S. citizens unless the provisions of Army Regulation 25-2, Information Assurance have been fully completed and approval has been granted by the Government for the non-U.S. citizen to perform the required support.

1.6.6.1.4. Information assurance/information technology (IA/IT) training. All contractor employees and associated subcontractor employees must complete the DoD IA awareness training before issuance of network access and annually thereafter. All contractor employees working in IA/IT functions must comply with DoD, Army, USSOCOM and USASOC training requirements in DoD Directive (DODD) 8570.01, DoDD 8570.01-M, AR 25-2 and published USSOCOM and USASOC requirements within 180 calendar days of employment.

1.6.6.1.5. Access and General Protection/Security Policy and Procedures: All Contractor personnel performing work under this contract shall comply with applicable installation, facility and area commander installation/facility access, local security policies and security procedures provided by the Security Manager Government representative. Contractor personnel shall provide all information required for background checks to meet installation access requirements to be accomplished by the installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor personnel must comply with all personal identity verification requirements as directed by DOD, HQDA or local policies. In addition to the changes otherwise authorized by this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in Contractor and subcontractor security matters or processes.

1.6.6.1.6 Anti-Terrorism Program

1.6.6.1.6.1. The Contractor shall allow the Government to conduct periodic inspections to ensure adherence to access control procedures in accordance with DOD Anti-Terrorism Program.

5152.209-4000 DOD LEVEL I ANTI-TERRORISM (AT) STANDARDS (FEB 2009).

1.6.6.1.6.2. Anti-Terrorism (AT) Level I Training. Contractor personnel performing work under this contract that require access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after award of contract or effective date of incorporation of this requirement into the contract, whichever is applicable. The Contractor shall submit certificates of completion for each affected employee to the within 30 calendar days after completion of training by all Contractor personnel. AT Level I awareness training is available at the following website: https://atlevel1.dtic.mil/at

1.6.6.1.6.3. iWATCH Training. The Contractor shall brief all personnel performing work under this contract on the local iWATCH program [training standards provided by the requiring activity Anti-Terrorism Office (ATO)]. This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 30 calendar days of contract award and within 60 calendar days of new employees commencing performance of work under this contract, with the results reported to the COR NLT 45 calendar days after contract award.

1.6.6.1.6.4. Contractor personnel shall have a favorable National Agency Check (NAC) with inquiry in accordance with Security definition for personnel who occupy “ADP (Automated Data Processing) Sensitive” positions, as per AR 380-67, paragraph 3-601, “The Personnel Security Program.”

https://atlevel1.dtic.mil/at

1.6.6.1.6.5. Army Training Certification Tracking System (ATCTS) registration for contractor employees who require access to Government information systems. All contractor employees with access to a government info system must be registered in the ATCTS at commencement of services and must successfully complete the DoD Information Assurance Awareness prior to access to the information system and annually thereafter.

1.6.6.1.6.6. For contractors requiring Common Access Card (CAC). Before CAC issuance, the contractor employee requires, at a minimum, a favorably adjudicated National Agency Check with Inquiries (NACI) or an equivalent or higher investigation in accordance with Army Directive 2014-05. The contractor employee will be issued a CAC only if duties involve one of the following: (1) Both physical access to a DoD facility and access, via logon, to DoD networks on-site or remotely; (2) Remote access, via logon, to a DoD network using DoD-approved remote access procedures; or (3) Physical access to multiple DoD facilities or multiple non-DoD federally controlled facilities on behalf of the DoD on a recurring basis for a period of 6 months or more. At the discretion of the sponsoring activity, an initial CAC may be issued based on a favorable review of the Federal Bureau of Investigation (FBI) fingerprint check and a successfully scheduled NACI at the Office of Personnel Management.

1.6.6.1.6.7. Requirement for Operational Security (OPSEC) training. Per AR 530-1, Operations Security, new contract employees must complete OPSEC Level I training within 30 calendar days of reporting for duty. All contract employees must complete annual OPSEC Awareness Training.

1.6.6.1.6.8. Handling / access to classified information. The Contractor shall comply with Federal Acquisition Regulation (FAR) 52.204-2, Security Requirements for access to information classified "Confidential", "Secret", or "Top Secret". The Contractor must execute a Security agreement (DD Form 441), IAW the National Industrial Security Program Operating Manual (NISPOM) (DoD 5220.22-M) and any revisions to DoD 5220.22-M (Note: A DD Form 254 will be required for any contract that requires access to classified information and/or a security clearance.)

1.6.6.1.6.9. Controlled Unclassified Information (CUI). Include DFARS clause 252.204-7012, which requires the contractor to comply with NIST 800-171. Also include DFARS provision 252.204-2019 into solicitations. Acquisition officials should follow procedures outlined in DFARS 204.73 and verify vendors have an adequate NIST SP 800-171 summary assessment score within the Supplier Performance Risk System (within PIEE). If the score doesn’t show a medium- or high-level assessment with a score of 110 or better (as described in the “NIST SP 800-171 DoD Assessment Methodology”), include clause 252.204-7020 and obtain the vendor’s “system security plan” and “plan of action” for NIST SP 800-171 verification and assurance by Army security officials.

1.6.6.1.6.10. Threat Awareness Reporting Program. For all contractors with security clearances.

Per AR 381-12 Threat Awareness and Reporting Program (TARP), contractor employees must receive annual TARP training by a CI agent or other trainer as specified in 2-4b.

1.6.6.2. Other Qualifications: The contractor shall provide qualified Doctrine and Training Developers that meet the required skills and qualifications. The contractor shall ensure personnel are fully trained to meet mission requirements on day one of performance. The Government and the Contractor understand and agree that the services to be delivered are non-personal services and both parties recognize and agree that no employer-employee or master-servant relationships exist between the Government and the Contractor and/or between the Government and the Contractor's employees

1.6.7. Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation (FAR) Subpart 42.5. The KO and/or COR may meet periodically with the Contractor to review the Contractor's performance. At these meetings the KO and/or COR will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

1.6.8. Contracting Officer Representative (COR): The COR will be identified by separate letter of appointment. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: Assure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including government drawings, designs, specifications; monitor Contractor's performance and notifies both the KO and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially regarding changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting contract.

1.6.9. Key Personnel: Key personnel shall not be added to or removed from the contract without express acknowledgement of the COR. Any changes to the working status of these key personnel shall be transmitted (in writing) to the KO/COR within ten (10) workdays of the proposed change. If, for any reason, any of the key personnel becomes, or is expected to become, unavailable for work under this contract for a continuous period exceeding 30 workdays the contractor shall promptly replace personnel with personnel who possess qualifications equal to or better than that of the original employee. The Contractor shall ensure all key personnel terminated or released from employment under this contract are replaced within ten (10) workdays of the termination.

1.6.9.1. The follow is considered key personnel by the Government: The Contractor shall provide an Executive Operations Manager (EOM) who shall be responsible for the performance of the work under this contract. The name of this person, and an Assistant Operations Manager, who shall act for the Contractor when the PM is absent, shall be designated in writing to the KO at the post award conference. The Program Manager (PM) or Alternate Program Manager (APM) shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The PM or APM shall be available between the hours of 7:30 AM to 4:30 PM, Monday through Friday, except federal holidays or when the government facility is closed for administrative reasons.

1.6.9.2. Qualifications for all Key Personnel:

1.6.9.2.1. Program Manager (PM): The PM shall meet or exceed the following minimum qualifications: 4 years conducting executive communication trainings. Experience in military government contracting, and Army Special Operations organizational cultural are preferred. The APM shall meet or exceed the same qualifications as the PM.

1.6.9.2.3. Doctrine or Training Developer Qualification: The Developer(s) shall have a minimum of two (2) years of practical application and experience within the last 5 years as an Army trained doctrine or training developer or, Combined Arms Training Strategy (CATS) developer utilizing the Army approved software programs and/or were an active-duty Soldier in one or more of the following disciplines: Civil Affairs, Psychological Operations, Special Forces or 75th Ranger Regiment. Experience in Training Development Capability (TDC) or/and the Army Training Management System (ATMS) is strongly desired.

1.6.9.2.3.1. Graduate of a Doctrine Developer Course, or TRADOC recognized equivalent course.

1.6.9.2.3.2. Maintain a SECRET security clearance, CAC credentials, and SIPR token.

1.6.9.2.3.3 Maintain access authorization to office workspace.

1.6.10. Contractor Personnel:

1.6.10.1. Identification of Contractor Personnel: All Contractor personnel attending meetings, answering government telephones, and working in other situations where their contractor status is not obvious to third parties, are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.6.10.1.1. All Contractor personnel performing work under this contract shall obtain a Department of Defense (DOD) Common Access Card (CAC) and USAJFKSWCS Access Badge.

The CAC USAJFKSWCS Access Badge shall be always worn, when performing work under this contract, to include attending government meetings and conferences. Unless otherwise specified in the contract, Contractor personnel shall wear the USAJFKSWCS Access Badge in a conspicuous place on the front of exterior clothing and above the waist, except when safety or health reasons prohibit such placement or when being used for computer access.

1.6.10.1.2. Contractor personnel shall be required to obtain a CAC at least ten (10) workdays prior to start of base contract period or prior to performance under this contract, whichever comes first.

1.6.10.1.3. The Contractor shall develop, maintain, and provide to the COR an updated roster which shall include names and positions of all Contractor personnel as well as indicating which employees were issued CAC or other forms of government identification cards. The Contractor shall submit initial roster to the COR within ten (10) calendar days after commencement of base period of performance

1.6.10.1.4. The Contractor shall immediately report any lost CAC or government issued identification cards to the COR and Military and/or DOD police agencies. The Contractor shall immediately collect the CAC and other government issued forms of identification upon termination of employee, or at the end of the contract performance period. The CAC and other government issued forms of identification shall be returned to the COR within one (1) hour of employee termination, or at the end of contract performance period.

1.6.10.2. Contractor Personnel Appearance and Performance: It is essential that all Contractor personnel meet the highest standards of professionalism and personal integrity. The Contractor shall ensure their personnel do not perform work under the influence of alcohol, illegal prescribed drugs or any other incapacitating agents. Contractor personnel shall be neatly groomed and dressed in business casual attire to always present a professional appearance.

1.6.11. Contractor Travel: Contractor may be required to travel CONUS and OCONUS locations during the performance of this contract to attend training events for the IW Proponent to locations outside of Fort Bragg, NC. The Contractor may be required to travel to Ft. Moore, GA, Ft.

Rucker, AL, Ft. MacDill AFB, FL, Ft. Leavenworth, KS, Joint-Base Lewis McCord, Fort McNair, DC, Washington, DC, Shugart, Germany, and other Army and Joint Command locations in support of this contract. Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR), FAR 31.205-46, and the limitation of funds specified in this contract. All travel requires advanced approval/authorization by the COR and Government Lead two weeks prior to requested travel date, in writing on the travel request form.

1.6.12. Organizational Conflict of Interest (OCI): The provisions of FAR Subpart 9.5, Organizational and Consultant Conflicts of Interest, concerning organizational conflicts of interest govern this contract. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor's mitigation plan shall be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.12.1. Purpose. To aid in ensuring that:

1.6.12.1.1. The Contractor does not obtain an unfair competitive advantage by establishing the ground rules for a future competition.

1.6.12.1.2. The Contractor's objectivity and judgment are not biased because of its present or future interests (financial, contractual, organizational, or otherwise) which relate to work performed under this contract; and

1.6.12.1.3. The Contractor does not obtain an unfair competitive advantage by virtue of its access to non-public or proprietary information belonging to others.

1.6.12.2. Definitions.

1.6.12.2.1. The term “Contractor” for purposes of Organizational Conflict of Interest, means: (a) the organization (hereinafter referred to as "it" or "its") entering into this agreement with the Government; (b) all business organizations with which it may merge, join or affiliate now or in the future and in any manner whatsoever, or which hold or may obtain, by purchase or otherwise, direct or indirect control of it; (c) it’s parent organization, if any and any of its present or future subsidiaries, associates, affiliates, or holding companies, and; (d) any organization or enterprise over which it has direct or indirect control now or in the future.

1.6.12.2.2. The term "proprietary information" for purposes of Organizational Conflict of Interest, means any information considered so valuable by its owners that it is held secret by them and their licensees. Information furnished voluntarily by the owner without limitations on its use, or which is available without restrictions from other sources, is not considered proprietary.

1.6.12.3. Organizational Conflicts of Interest Examples. The following examples illustrate situations in which organizational conflicts of interest may arise. These examples are not all inclusive.

1.6.12.3.1. Biased Ground Rules. This type of conflict may arise in situations where a company sets the ground rules for a future competition. For example, when a Contractor develops requirements then competes to provide products or services to satisfy those requirements, thus obtaining a competitive advantage.

1.6.13.3.2. Impaired Objectivity. This type of conflict may exist where a contractor’s obligations under a contract require objectivity, but another role of the Contractor casts doubt on its ability to be truly objective. An example of this type of conflict is where a contractor’s work under one contract entails evaluating itself, its affiliates, or its competitors under a separate contract.

1.6.12.3.3. Unequal Access to Information. This type of conflict may arise when a Contractor has access to nonpublic or proprietary information as part of its performance under a contract that gives it an unfair advantage in a competition for a later contract.

1.6.12.4. General Constraints. The provisions of FAR Subpart 9.5, Organizational and Consultant Conflicts of Interest, concerning organizational conflicts of interest govern this contract. Potential conflicts may exist in accordance with FAR 9.505-1, Providing Systems Engineering and Technical Direction, through 9.505-4, Obtaining Access to Proprietary Information. In this regard, the Contractor is responsible for identifying any actual or potential organizational conflicts of interest to the KO that arise as the result of performance under this contract. To avoid or mitigate a potential conflict related to performance under this contract, the KO will impose appropriate constraints such as the constraints discussed below. Since it is impossible to foresee all the circumstances that might give rise to organizational conflicts of interest, the constraints discussed below are not all inclusive and the KO may impose constraints other than, or in addition to, the constraints listed below.

1.6.12.4.1. The Contractor agrees that if it provides, under a contract or task order or delivery order, systems engineering and technical guidance for systems and programs, but does not have overall contractual responsibility, it will not be allowed to be awarded a contract or task or delivery order to supply the system or any of its major components or be a subcontractor or consultant to a supplier of the system or any of its major components (FAR 9.505-1).

1.6.12.4.2. The Contractor agrees that if it prepares complete specifications for non-developmental items or assists in the preparation of work statements for a system or services under a contract or task order or delivery order, it will not be allowed to furnish these items, either as a prime Contractor, a subcontractor or as a consultant (FAR 9.505-2).

1.6.12.4.3. The Contractor agrees that it will neither evaluate nor advise the Government regarding its own products or activities. The Contractor will objectively evaluate or advise the Government concerning products or activities of any prospective competitors (FAR 9.505-3).

1.6.12.4.4. The Contractor agrees that if it gains access to proprietary information of other companies, it will exercise diligent effort to protect such proprietary information from unauthorized use or disclosure (FAR 9.505-4). In addition, the Contractor agrees to protect the proprietary information of other organizations disclosed to the Contractor during performance of this contract with the same caution that a reasonably prudent Contractor would use to safeguard highly valuable property. The Contractor also agrees that if it gains access to the proprietary information of other companies it will enter into written agreements with the other companies to protect their information from unauthorized use or disclosure for as long as it remains proprietary and to refrain from using the information for any purpose other than that for which it was furnished. The Contractor shall provide copies of such agreements to the KO.

1.6.12.4.5. If the Contractor, in the performance of this contract, obtains access to plans, policies, reports, studies, financial plans, data or other information of any nature which has not been released or otherwise made available to the public, the Contractor agrees that without prior written approval of the KO, it shall not: (a) use such information for any private purpose unless the information has been released or otherwise made available to the public, or (b) release such information unless release is otherwise authorized under the contract or such information has previously been released or otherwise made available to the public by the Government.

1.6.12.5. Non-Disclosure Agreements. The Contractor shall obtain from each employee who has access to proprietary information under this contract, a written agreement which shall in substance provide that such employee shall not, during his/her employment by the Contractor or thereafter, disclose to others or use for their benefit, proprietary information received in connection with the work under this contract. The Contractor will educate its employees regarding the restrictions imposed by FAR 9.505-4, so that they will not use or disclose proprietary information or data generated or acquired in the performance of this contract, except as provided herein.

1.6.12.6. Training. The Contractor shall effectively educate its employees, through formal training, company policy, information directives and procedures, in an awareness of the legal provisions of FAR Subpart 9.5 and its underlying policy and principles, so that each employee will know and understand the provisions of that Subpart and the absolute necessity of safeguarding information from anyone other than the Contractor's employees who have a need to know, and the U.S. Government.

1.6.12.7. Subcontracts. The Contractor agrees that it will include the provisions in paragraphs 1.6.13.4., 1.6.13.5., and 1.6.13.6. above and this paragraph in consulting agreements, teaming agreements, and subcontracts of all tiers, which involve access to information, or the performance of services described in paragraph 1.6.13.4. above. The use of section 1.6.13., in such agreements, shall be read by substituting the word "consultant" or "subcontractor" for the word "Contractor" whenever the latter appears.

1.6.12.8. Representations and Disclosures.

1.6.12.8.1. The Contractor represents that it has disclosed to the KO, prior to award of this contract, all facts relevant to the existence or potential existence of organizational conflict of interest as that term is used in FAR Subpart 9.5.

1.6.12.8.2. The Contractor represents that if it discovers an organizational conflict of interest or potential conflict of interest after award of this contract, a prompt and full disclosure shall be made in writing to the KO. This disclosure shall include a description of the action the Contractor has taken or proposes to take to avoid or mitigate such conflict.

1.6.12.9. Remedies and Waiver.

1.6.12.9.1. For breach of any of the above restrictions or for non-disclosure or misrepresentation of any relevant facts required to be disclosed concerning this contract, the Government may terminate this contract for default, disqualify the contractor for subsequent related contractual efforts, and pursue such other remedies as may be permitted by law or this contract. If, however, in compliance with section 1.6.13., the Contractor discovers and promptly reports an organizational conflict of interest (or the potential thereof) subsequent to contract award, the KO may terminate this contract for convenience, if such termination is deemed to be in the best interest of the Government.

1.6.12.9.2. The parties recognize that this clause has potential effects, which will survive the performance of this contract, and that it is impossible to foresee each circumstance to which it might be applied in the future. Accordingly, the Contractor may at any time seek a waiver from the cognizant KO by submitting a full written description of the requested waiver and the reasons in support thereof (FAR 9.503).

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER (KO). A person with authority to enter into, administer, and/or terminate contracts, and to make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S.

Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor, as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. CONTRACTOR PERSONNEL. Contractor and subcontractor employees performing working under this contract.

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

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

2.1.7. FACILITY CLEARANCE. A facility clearance (FCL) is an administrative determination that, from a national security standpoint, a facility is eligible for access to classified information at the same or lower classification category as the clearance being granted. The FCL may be granted at the Confidential, Secret, or Top-Secret level. The FCL includes the execution of a Department of Defense Security Agreement (DD Form 441). Under the terms of the agreement, the Government agrees to issue the FCL and inform the Contractor as to the security classification of information to which the Contractor will have access. The Contractor, in turn, agrees to abide by the security requirements set forth in the National Industrial Security Program Operating Manual, commonly referred to as the NISPOM.

2.1.8. GOVERNMENT-FURNISHED PROPERTY (GFP) OR GOVERNMENT PROPERTY

(GP). Property in the possession of or directly acquired by the Government and subsequently made available to the Contractor.

2.1.9. KEY PERSONNEL. Contractor employees who are critical for achieving PWS objectives.

Key personnel shall meet position qualification and experience requirements indicated in the PWS. When key personnel qualifications are used as an evaluation factor in “Best Value” procurement, the Contracting Officer is the only one authorized to concur with key personnel replacement after award of the contract. When proposed key personnel resumes are used as an evaluation factor in best value procurement, a letter of commitment may be required from the individual whose resume is provided.

2.1.10. PERFORMANCE REQUIREMENT SUMMARY (PRS). A listing of the service outputs under the contract that are to be evaluated by the COR on a regular basis, the surveillance methods to be used for these outputs, and the performance requirement of the listed outputs.

2.1.11. PHYSICAL SECURITY. Actions that prevent the loss or damage of government property.

2.1.12. PROPERTY MANAGEMENT SYSTEM. System established by the Contractor that is used to manage GFP/GFE in its possession to control, use, preserve, protect, repair, and maintain.

2.1.13. QUALITY ASSURANCE. A planned and systematic pattern of all actions necessary to provide confidence that adequate technical requirements are established; products and services conform to established technical requirements; and satisfactory performance is achieved. For the purposes of this document, quality assurance refers to actions by the Government.

2.1.14. QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). The Government’s organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

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

2.1.16. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.1.17. WORKDAY. The length of time during a day in which the Contractor provides services, in accordance with the contract.

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

2.2. ACRONYMS:

AFARS Army Federal Acquisition Regulation Supplement AR Army Regulation CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTS Commercial-Off-the-Shelf DA Department of the Army DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Form 254 DD1466 Building Pass DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996

KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase-In/Phase- Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Plan TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The Government will provide a unit point of contact for coordination for doctrine and training development production. The Government will furnish office space with desks, tables, chairs, phones, network/internet access, computers, printers, and other common supplies necessary to perform required function.

3.2. Equipment: The Government will provide access to all equipment necessary to perform the duties listed in this PWS.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1. General: All products produced will be provided to the government and considered government property.

4.2. Secret Facility Clearance: A…