EDIF-IE_RFP_Attachment_02_PWS_EDIF-IE_PM TO.pdf

PERFORMANCE WORK STATEMENT (PWS)

United States Army Training and Doctrine Command

(TRADOC)

US Army Center of Excellence (USAICoE) Fort Huachuca, AZ

Education, Doctrine, and Instruction for Intelligence Efforts

(EDIF-IE)

Program Management (PM) TASK ORDER (TO)

Part 1 General Information

1. General:

This is a non-personal service(s) contract under which the personnel rendering the service(s) are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees.

1.1 Description of Services/Introduction:

This Task Order (TO) will provide the Program Management (PM) structure, organization, capabilities, and services necessary to meet performance factors and requirements of the contract and to manage the Single Award (SA) IDIQ and its subsequent awarded Task Orders. The Requiring Activities (RAs) supported (see 1.2 of this PWS) by the subsequently awarded TOs under this SA IDIQ require support according to three High Level Function (HLF) areas – HLF1 Research Support, HLF2 Product Development Support, and HLF3 Instructional Support. The Contractor shall utilize this PM TO to provide the managerial support necessary to provide and manage a workforce capable of furnishing HLF support to the RAs as required in all subsequent TOs.

1.2 Background:

The Army’s premier intelligence training institution is the US Army Intelligence Center of Excellence (USAICOE), located at Fort Huachuca, Arizona. USAICOE’s primary mission is to provide comprehensive education, training and training support for US military, foreign military, and civilian personnel for intelligence-related military occupational specialties, additional skill identifiers, and professional development. To stay at the forefront of education and training and transform USAICOE into a modern learner-centric institution, USAICOE must engage in a continual process that maintains the currency, relevancy, and doctrinally correct evolution of educational and instructional curricula, media, platforms, products, capabilities, and methodologies. The USAICOE organization responsible for the execution and management of this mission is the Directorate of Training and Doctrine (DOT-D). The DOT-D has several RAs with synchronized functions and responsibilities to execute this mission. The RAs that will be supported by the EDIF-IE SA IDIQ contract are; Lessons Learned Branch, Learning Innovations Branch, Doctrine Development Branch, Doctrine Production Branch, and the Staff and Faculty Development Branch.

1.3 Scope: This PM TO will comprehensively and holistically manage the workforce in meeting the High-Level Function (HLF) support requirements of the DOT-D Requiring Activities (RAs) as required by all subsequently awarded TOs under the IDIQ. All PM functions and capabilities necessary to assure the effective and efficient management of support required by subsequently awarded TOs under the IDIQ must reside within this PM TO. The subsequently awarded TOs cannot be leveraged to provide the PM support required under this TO.

1.4 Objectives: The objective of this PM TO is provide the PM structure, organization, capabilities, and services necessary to meet performance factors and requirements of the contract and to manage the SA IDIQ and its subsequently awarded TOs. Subsequently awarded TOs will provide support for the three HLF areas as required by DOT-D Requiring Activities in subsequently awarded TOs. See the Base IDIQ PWS, section 1.4 for description and definitions of HLF functions.

The Following Paragraphs and their subparagraphs, 1.5 through 1.5.3 from the BASE IDIQ are listed in section 5.

1.5.4. Operating Hours: See IDIQ.

1.5.4.1. Government Facility Office Hours: See IDIQ

1.5.4.2. Government Facility Operating Hours: See IDIQ.

1.5.4.3. Contractor Support Hours: All Contractor personnel shall be available during core work hours 0900 to 1430 AZ time or as established by the RA. The Government facility may be closed during 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 is essential. For other than firm fixed price contracts, the Contractor will not be reimbursed when the Government facility is closed for the above reasons

The Following Paragraphs and their subparagraphs 1.5.5 through 1.24 from the BASE IDIQ can found in section 5.

PART 2

DEFINITIONS & ACRONYMS

2. General: This section includes many of the terms and phrases used in this PWS

2.1. Definitions: Although not inclusive of every term used within this PWS, the following provides a list of definitions used throughout this PWS and commonly used in the acquisition field.

Contracting Officer – means a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

Contracting Officer's Representative (COR) – As defined in DFARS 202.101, means an individual designated and authorized in writing by the Contracting Officer to perform specific technical or administrative functions. DoD Instruction (DoDI) 5000.72, Part II Definitions states the following when defining a COR: “Defined in subpart 202.101 of Reference (f). Any individual delegated responsibilities pursuant to subpart 1.602-2 of Reference (e), regardless of local terminology, must be certified in accordance with this instruction. For example, local terminology can be COR, Contracting Officer’s technical representative, technical point of contact, technical representative, alternate COR, administrative COR, assistant COR, line-item manager, task order manager, quality assurance personnel, quality assurance evaluator, or COR management.” In addition, Army Regulation 70-13, Chapter 2, paragraph 2-2g, states, in part, the following when providing other surveillance support personnel to assist the COR when needed, “…These other surveillance support personnel may serve as on-site representatives of the COR in performance of actual contract surveillance if they meet all COR requirements and have been appointed by the Contracting Officer as alternate CORs.”

Contractor – means 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.

Contractor-acquired Property - means property acquired, fabricated, or otherwise provided by the Contractor for performing a contract and to which the Government has title.

Day – means, unless otherwise specified, a calendar day.

Defective Service – means a service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable – means anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

Government-furnished Property – As reflected in FAR 52.245-1, Government-furnished Property “means property in the possession of, or directly acquired by, the Government and subsequently furnished to the Contractor for performance of a contract. Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification. Government-furnished property also includes Contractor-acquired property if the Contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract

Government Lead – Designated Government personnel tasked with responsibility to manage day-to-day liaise and coordination with Contractor’s point of contact (POC) (or other Contractor appointed representative) to clarify and deconflict execution of awarded work within a functional area.

Government Property - means all property owned or leased by the Government. Government property includes both Government-furnished and Contractor-acquired property. Government property includes material, equipment, special tooling, special test equipment, and real property. Government property does not include intellectual property and software.

Property Administrator - means an authorized representative of the Contracting Officer appointed in accordance with agency procedures, responsible for administering the contract requirements and obligations relating to Government property in the possession of a Contractor.

High Level Function (HLF) – means a key overarching result-based objective for a project necessary to achieve the project’s vision. HLFs are similar to Level 2 in a Work Breakdown Structure. Each HLF may contain several statements to flesh out the areas necessary to meet the objective.

Physical Security – means that part of security concerned with physical measures designed to safeguard personnel; to prevent unauthorized access to equipment, installations, material, and documents; and to safeguard against espionage, sabotage, damage, and theft.

Quality Assurance – (or Government contract quality assurance) means the various functions, including, inspection, performed by the Government to determine whether a Contractor has fulfilled the contract obligations pertaining to quality and quantity.

Quality Assurance Surveillance Plan (QASP) – means the key Government-developed surveillance process document and is applied to Performance-Based Service Contracting (PBSC). The QASP is used for managing Contractor performance assessment by ensuring that systematic quality assurance methods validate that Contractor quality control efforts are timely, effective, and are delivering the results specified in the contract or task order. The QASP directly corresponds to the performance objectives and standards (i.e., quality, quantity, timeliness) specified in the Performance Work Statement (PWS). It provides specific details on how the Government will survey, observe, test, sample, evaluate, and document Contractor performance results to determine if the Contractor has met the required standards for each objective in the PWS. The QASP, with very few if any exceptions, is an internal to Government document.

Quality Control – means all necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

Statement – means the specific results-based activities required to satisfy HLFs. A statement contains a result, the context of the statement, and the required action(s). Statements focus on “what” is to be accomplished; however, they are not prescriptive in describing “how” the outcome is to be achieved. Each HLF may have several statements to flesh out the areas necessary to meet the objective. Statements are similar to Level 3 in a Work Breakdown Structure.

Subcontractor – means one that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

Workday - The number of hours per day the Contractor provides services in accordance with the contract.

Work Week - Monday through Friday, unless otherwise specified.

2.2. Acronyms: Although not inclusive of every term used within this PWS, or that may be included in an acquisition, the following provides a list of acronyms commonly used in the acquisition field.

AAR After Action Review ACOR Alternate Contracting Officer's Representative ADDIE Analysis, Design, Develop, Implement, and Evaluate AE Army in Europe AFARS Army Federal Acquisition Regulation Supplement AHA Activity Hazard Analysis ALLF Army Lessons Learned Forum ALLP Army Lessons Learned Program ALLSW Army Lessons Learned Synchronization Workshop AOC Area of Concentration AOR Area of Responsibility AQL Acceptable Quality Level AR Army Regulation AT Anti-terrorism AUP Acceptable Use Policy ATCTS Army Training Certification Tracking System AWL Alternate Work Location CAAT Collection and Analysis Team CAC Common Access Card CD Compact Disc CCE Contracting Center of Excellence CDRL Contract Data Requirements List CFE Conventional Forces Europe CFR Code of Federal Regulations CG Commanding General CI Counterintelligence

COC Council of Colonels CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer’s Representative COTS Commercial-Off-the-Shelf CRM Comment Resolution Matrix CTE Collective Training Event CTO Collection Training Operations CUI Controlled Unclassified Information DA Department of the Army DCSA Defense Counterintelligence and Security Agency DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DoD Department of Defense DOMEX Document and Media Exploitation DOTD Directorate of Training & Doctrine DOTMLPF-P Doctrine, Organization, Training, Materiel, Leadership and education, Personnel, and Facilities DVD Digital versatile Disc ELO Enabling Learning Objective FAR Federal Acquisition Regulation FH Fort Huachuca FM Field Manual FRG Federal Republic of Germany GFP Government Furnished Property GOSC General Officer Steering Council GP Government Property HLF High Level Function HIPAA Health Insurance Portability and Accountability Act of 1996 IA Information Awareness IAC Installation Access Control IACO Installation Access Control Office IAW In Accordance With IC Intelligence Community ICoE Intelligence Center of Excellence ID Identification IDT Integrated Development Teams IGCE Independent Government Cost Estimate IMI Interactive Media Instruction IPR In-progress Reviews IT Information Technology JiTT Just in Time Training JLLIS Joint Lessons Learned Information System JTR Joint Travel Regulation KO Contracting Officer

KPT Key Personnel Training LL Lessons Learned L&BP Lessons and Best Practices MIPB Military Intelligence Professional Bulletins MET Mission Essential Task METL Mission Essential Task and Lists MI Military Intelligence NDA Non- Disclosure Agreement NLT No Later Than NISPOM National Industrial Security Program Operating Manual OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs OE Operational Environment OFE Operational Force Events OPSEC Operations Security PA Property Administrator PII Personally Identifiable Information PIPO Phase In/Phase Out POC Point of Contact POI Program of Instruction 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 Program QPR Quarterly Program Review RA Requiring Activity RCO Regional Contracting Office RFI Request for Information RFL2A Requests for Lessons Learned Assistance RFL2I Requests for Lessons Learned Information SA Single Award SAM System for Award Management SCR Service Contract Report SHARP Sexual Harassment Awareness Response and Prevention SIGE Safety and Health Protection Plan SME Subject Matter Expert SOP Standard Operating Procedure SMPTE Society of Motion Picture and Television Engineer STD Standards TASS Trusted Associate Sponsorship System TC Training Circulars TDC Training Development Capability

TE Technical Exhibit TEM Training Event Matrix TLO Task Learning Objective TRADOC Training and Doctrine Command TTP Trends, Tactics, Techniques, and Procedures T&EO Training and Evaluation Outlines USAICoE United States Army Intelligence Center of Excellence USAG United States Army Garrison USAREUR United States Army Europe UOM Unit of Measure VTC Video-Teleconference Systems

PART 3

GOVERNMENT PROPERTY (GP) AND SERVICES

3. Government Property and Services

3.1. Services: The Government will not provide direct services in support of the Contractor in its execution of duties and tasks defined in this PWS.

3.2. Facilities: The Government will not provide Facilities in support of this PWS.

3.3. Utilities: The Government will not provide Utilities in support of this PWS.

3.4. Equipment: The Government will not provide Equipment in support of this PWS.

3.5. Materials: The Government will not provide Materials in support of this PWS.

3.6. Training: The Government will facilitate the ability of Contractor employee’s ability to complete required training.

3.7. Common Access Cards (CAC): The Government will provide Common Access Cards (CAC) via the Trusted Associate Sponsorship System (TASS) (Web site https://www.dmdc.osd.mil/tass/ ). (See also section 1.6.3.4 of the IDIQ Base PWS) https://www.dmdc.osd.mil/tass/

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. Contractor Furnished Property and Services

4.1. General: The Contractor shall furnish supervision of its employees performing work under this TO and ensure employees have the ability travel to and from work locations without assistance from the Government.

4.2. Facility Clearance: The Contractor shall possess and maintain a Top-Secret facility clearance from the Defense Counterintelligence and Security Agency (DCSA) IAW DoD 5220.22-M, National Industrial Security Program Operating Manual (NISPOM) and AR 380-49, Industrial Security Program. The Facility Security Clearance must match the highest security clearance required for personnel. All classified support provided under this TO will only be performed in a fully accredited facility. A fully accredited facility must have a TOP SECRET Sensitive Comparted Information (TS/SCI) Facility Clearance with Safeguarding capability.

Prior to performing any classified work in a contractor owned facility, the contractor must provide proof of accreditation. The DoD Contract Security Classification Specification (DD 254) is provided as an attachment in the basic contract. The Contractor’s employees performing work in support of this contract shall have been granted a clearance consistent with the clearance requirements of work performed.

4.3. Materials: The Contractor will be responsible for all material requirements of its employees under this Task Order.

4.4. Vehicles and Equipment: The Contractor will be responsible for all equipment requirements of its employees under this Task Order. Software will be compatible with government systems, cloud systems, and it will be the responsibility of the company to resolve any firewall issues.

4.5. Background Checks: The Contractor shall be responsible to effect necessary Background Checks in accordance with this PWS and as determined by the Government (see section 1.6 and all subparagraphs of the IDIQ Base PWS).

PART 5

SPECIFIC TASKS

5.1. Specified PM Tasks: The Contractor shall perform specified PM tasks and provide associated products and CDRLs under this PM TO as follows:

5.1.1. Quality Control Plan. The Contractor shall develop and maintain a QCP to ensure services are performed in accordance with (IAW) this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services.

The Contractor's QCP is the means by which it assures that the work provided complies with the requirements of the contract.

The Contractor’s Proposed QCP shall be submitted with the Contractor’s proposal during pre-award phase, and no later than 30 days prior to any anticipated changes. The Contractor shall submit to the Contracting Officer Representative (COR) via Wide Area Workflow (WAWF) using a receiving report for acceptance or rejection.

The COR will review and either notify of acceptance of the plan or return the QCP with comments to the Contractor within 5 days. If the Government has provided comments, the Contractor shall then have 5 days to submit an amended QCP. The timeline noted above will apply for review and acceptance for proposed changes. At a minimum, the QCP must include and answer the following to be acceptable:

a. A chart showing the organizational structure and lines of authority, the names, qualifications, duties, responsibilities, and classification of each member of the Contractor's Quality Control Team.

b. How the Contractor will monitor work to ensure performance complies with all deliverables (etc. timelines, deadlines, and goals).

c. How the Contractor will monitor work to ensure performance complies with all specifications and requirements of the contract, including the contract’s clauses.

d. How the Contractor will monitor and ensure staff qualifications remain current and valid to include any required training and/or certifications needed to perform tasks as identified in the PWS.

e. How the Contractor will ensure all keys and combinations issued will remain controlled items (Paragraph 1.7 Key Control).

f. How the Contractor will inventory and track maintenance of all Government Provided Equipment / Materials.

g. How the Contractor will identify, investigate, and correct any non-conforming performance and prevent similar deficiencies in the future; and

h. Any improper employee conduct within a Government facility or affecting the Government shall be reported to the COR within 24 hrs. or the next business day if the next day is a weekend or holiday.

CDRL: A001 DI-MGMT- 81986 Quality Control Plan

1. STD: Provide qualified, and certified workforce outlined in Technical Exhibit 4.

AQL: Zero Deviation from Standard.

2. STD: Personnel maintain certifications and licenses through the duration of this contract.

3. STD: Departing contract personnel are quickly replaced with qualified personnel notwithstanding changes in scope where workforce reduction is agreed upon with the Government.

AQL: Position is filled within 45 days from notification of departure.

5.1.1.1 Performance Issues. The Contractor shall inform the COR of issues or potential issues that might affect the performance within 4 working hours identifying those issues. Verbal reports shall be followed up by written email status to the COR within 1 working day.

1. STD: Contractor notifies COR of significant performance issues within 4 working hours and follows up with a written email within 1 working day.

5.1.2. Contractor Annual Work Plan. The Contractor shall prepare and maintain an annual Work Plan for each Task Order (TO) awarded under this contract. The plan, as a minimum, shall identify regularly scheduled work, personnel assigned and task to which they are assigned, supervisors, technical Government POCs by task, performance locations, approach to address and meet projected increased operations tempo (OPTEMPO), and timelines and milestones (if applicable). If the Contractor proposes the cross-utilization of personnel to perform tasks or functions across a variety of tasks, the plan will account for this. Additionally, if the Contractor proposes off-site personnel, the Contractor must include within the plan the approach that will be utilized to ensure the Contractor’s capacity to satisfy performance requirements utilizing off-site personnel. The plan shall be submitted for review during proposal and 60-days prior to exercise of subsequent Option Years (OYs) for each TO. The Government will review and either accept or return their comments to the Contractor within 5 business days of receipt. The Contractor shall then have 5 business days to submit a Final Annual Work Plan. Any proposed change to the accepted Final Annual Work Plan is required to be resubmitted via the COR for review and acceptance by the Contracting Officer at a minimum thirty (30) days prior to implementation. The timeline noted above shall apply for review and acceptance for proposed changes.

CDRL: A002 DI-MGMT-81911 Annual Work Plan

1. STD: Apprise the Government of contract management performance per schedule and respond to Government out of cycle requests for data within 1 business day.

AQL Official reports with 100% accuracy will be provided by established deadlines or 15 days of request if out of cycle.

2. STD: Plan is complete, and fully addresses performance as identified in the PWS and is of professional quality, and easy to understand.

5.1.3. Monthly Status Report. The Contractor shall provide a monthly status report detailing PWS support during the previous 30 days for each TO including performance locations no later than the 5th of each month.

CDRL: A003 DI-MGMT-81928 Monthly Status Report

1. STD: Report is written in a professional manner, is concise, addresses all work performed in support of the requiring and submitted on time.

5.1.4. Monthly Staffing Report. The Contractor will provide a staffing report for each TO no later than the 5th of each month detailing any changes in personnel due to attrition or hiring actions completed within the last month. The staffing report must account for all personnel assigned to perform work under this contract. The report will include –

1. all assigned personnel on the contract

2. locations of performance for each personnel

3. task or area assigned

4. Government POC for task or area

5. Security clearance required for position.

6. Labor category

7. Start Date

8. and date of new hire or attrition (if applicable).

If, due to attrition, new hiring actions, or personnel support is expected to be absent for more than two consecutive weeks such as, short term disability or military activation there is a change in personnel supporting work under this contract, the Contractor will notify the COR within 5 business days of attrition or hiring action and will not wait until the submission of the staffing report (this will facilitate the Government’s ability to effect security and access processes). If it needs be reflected on the report, and notification provided to the COR.

CDRL: A004 DI-MGMT-81928 Staffing Report

1. STD: Staffing report will show Name, security clearance for position, task supported, locations of performance for each personnel, start date, labor category, and identify any changes to the level of support. (Terminations, new hire, expected long term absences i.e.: reserve duty).

5.1.5. Reporting Organizational Conflict of Interest (OCI). The Contractor and subcontractor shall notify the Contracting Officer immediately whenever it becomes aware that any actual or potential OCI exists and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. 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 deemed necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1. STD: Notification of OCI to the Contracting officer within 24 hours of discovery.

2. STD: OCI Mitigation Plan submitted addresses all issues of concern referenced by the KO and satisfactorily mitigates OCI on the Contract. Plan is submitted within 48 hours of request in a professional format, with few if any errors.

5.1.6. Safety. This specified task is event driven. On an as needed/required basis, the Contractor and its employees will notify the COR, either verbally or in writing, of any instances of unsafe practices and/or processes and procedures violating the USAICOE Safety Plan for all performed on/in USAICOE facilities within 2 business days of occurrence. Government facility managers are responsible for the distribution of safety plan standards at each facility.

Local facilities may employ safety plan processes and procedures more than the USAICOE Safety Plan the Contractor and its employees will adhere to the safety plan requirements and processes, or procedures enforced at each facility.

The Contractor shall report incidents involving serious injury, loss of life, or criminal activity IMMEDIATELY upon discovery via telephonic notification to 911 and then to the COR and the Contracting Officer, ensuring contact is made in real time along and a written notification within 24 hours of event. A voicemail on a telephone is not sufficient to meet the notification requirements for a serious injury or loss of life. "Immediately" is defined as "without delay.”

CDRL: A006 DI-SAFT-81563 Accident/Incident Report

1. STD: Contractor and its employees will adhere to the safety plan requirements and processes, or procedures enforced at each facility.

AQL: Zero Deviation from Standard

5.1.7. Post Award Conference and Progress Reviews. The Contractor shall attend any post award conference convened by the contracting activity or contract administration office regarding any TO awarded under this IDIQ in accordance with FAR Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

5.1.7.1 The Contractor shall attend, participate in, and furnish input to scheduled and unscheduled meetings, conferences, and briefings that relate to the functions and services herein regarding any TO awarded under this IDIQ as required by the Government to provide effective communication and impart necessary information. The Contract Manager or designated representative shall attend meetings as requested by the Government. Meeting attendees shall at times include Contractor managerial, supervisory, and other personnel knowledgeable of the subject matter.

Meetings may start or end outside of regular duty hours.

1. STD: Reviews are concise, highlight areas of concern, and prepared in a professional manner.

2. STD: Contract Company has designated representatives at any requested meeting.

5.1.7.2 In Progress and Project Reviews Report and Meetings. As required the Contractor shall provide an IPR to inform the Government of the current status of regarding any TO awarded under this IDIQ. The anticipated schedule for IPRs is annually during the base and first option year, and as required the following option years. Projects are anticipated to be requirements to be accomplished during a shorter duration and will have a more condensed scheduled agreed upon by the Contract company and the Government lead. The Contractor shall develop slides and provide to the Government no later than 2 business days prior to a requested IPR or Project Review. The slides will include at a minimum: Significant accomplishments, Significant Open Issues/Risks, and Mitigation Action(s)/Plans Summary of Issues Closed since previous IPR, Significant Projected Activities for Next Reporting Period.

Meeting Minutes shall be provided to the COR no later than 5 business days following the IPR.

CDRL: A005 DI-MGMT-81505 IPR Reviews

1. STD: Contract Company develops IPR slides and provide to the Government within 2 business days prior to IPR.

2. STD: IPR slides conform to CDRL A005.

5.2. Basic PM Tasks: The Contractor’s basic PM functions and support responsibilities under this TO shall be:

5.2.1 High Level Function (HLF) Support Management. The Contractor is responsible to manage the effective and efficient provision of HLF support to all Requiring Activities being support by subsequently awarded TOs under this IDIQ. (Reference IDIQ PWS Part 5 and all sub paragraphs).

1. STD: Provide qualified personnel IAW technical exhibit 4 to meet RA objectives.

2. STD: HLF management will meet RA objectives.

5.2.2 Key Personnel. The following personnel are considered key personnel by the Government: Program Manager (PM) and Alternate PM (APM). The Contractor shall provide a PM who shall be responsible for all performance of work under this Single Award (SA) IDIQ.

The name of this person and an APM who shall act for the Contractor when the PM is absent.

Notification must be given 30 days in advanced of any replacements of these positions.

Replacement personnel must meet or exceed current qualifications of personnel on contract.

Acceptance of the Curriculum Vitae (CV) by the Contracting Officer is required before these individuals are permitted to perform any task on this contract. The CV shall be provided to the COR 30 days prior to anticipated start date. The PM and 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 during core work hours 0900 to 1430 AZ time, Monday through Friday.

Qualifications for all key personnel are listed below:

a. Program Manager and Alternate Program Manager: The PM shall have 10 years of experience managing organizations similar in size, scope, and complexity as the requirements identified in the PWS with a demonstrated history of success in cost control, budget administration, acquisition and retention, key account development, and customer service optimization. Skilled at minimizing risk using an Integrated Master Schedule, Responsibility Assignment Matrix, and Cost Control Account Schedules. The Program Manager shall have Top Secret - Sensitive Compartmented Information (TS/SCI) security clearance.

1. STD: Notify the Government within 1 business day of learning a key person is unable to continue supporting the contract.

AQL: All key personnel positions filled within 30 days of vacancy.

2. STD: Key Personnel meet requirements identified in the IDIQ and Technical Exhibit 4 of this task order.

5.2.3 In/Out Processing Support. The Contractor shall effectively and efficiently action all staffing, execution, and completion of In/Out Processing activities for all contractor employees working on this contract and in performance of PWS requirements IAW government established policies, procedures, and requirements. (Reference IDIQ PWS Part 1.6.2, 1.6.3 and all sub paragraphs, 1.6.4,1.6.6).

1. STD: Follows in/out processing required for installation access and RA.

5.2.4 Security Requirements. The Contractor shall effectively and efficiently manage the Personnel and Physical Security actions associated with all contractor employees on this contract. This shall include but not limited to the processing of various Security System of record actions, administration of Personnel Clearance (PCL) related paperwork, PCL tracking and verification, execution of PCL processing actions, PCL conflict resolution, SF 86 processing, Non-disclosure statements, and security data entry for each employee assigned to this contract. The Contractor shall ensure the proper handling of all Government Information utilized during the performance of this contract. If the Contractor proposes the performance of classified work at a contractor owned facility, the Contractor shall first demonstrate the accreditation of the facility at a TS/SCI level with Safeguarding capability. Accreditation must be in compliance with DoD 5220.22-M, National Industrial Security Program Operating Manual (NISPOM), and AR 380-49, Industrial Security Program requirements. (Also reference IDIQ PWS Section 1.6 and all sub paragraphs, 1.16, 1.17, 1.18).

1. STD: Contractor has a fully accredited facility security officer (FSO) appointed to conduct periodic inspection/audits/reviews of contractor’s clearances.

2. STD: Notify the Government immediately upon identification of any security infractions.

3. STD: Processing, passing, and coordination of all VARs and other security actions with

USAICoE G2 Industrial Security Officer.

4. STD: Follow installation’s security process and guidelines.

5.2.4.1 Security of Government Information. The Contractor shall effectively and efficiently monitor and secure Government data and information from being released to unauthorized sources and/or systems. (Also reference IDIQ PWS Section 1.17).

5.2.5. Program Management. The Contractor shall provide, plan, direct, integrate and control the cost, schedule, performance, administrative and managerial resources allocated to execute this contract. The Contractor shall assign work effort and maintain proper and accurate timekeeping records of personnel assigned to work on the requirements of this contract. The Contractor shall adhere to all employee’s identification requirements.

5.2.5.1 Identification of Contractor Employees: PMO shall ensure all Contractor personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties must identify themselves, to include proper marking of signature blocks in correspondence, to avoid creating an impression in the minds of members of the public that they are Government officials. The Contractor shall ensure that all documents or reports, produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

5.2.5.2 Contractor Identification Badges: PMO shall ensure all working within a Government facility Contractor personnel shall be easily identifiable through the display of badges IAW Contractor Identification requirements (see FAR 52.204-9). The Contractor (to include subcontractors) shall provide each of their employees an easily readable identification badge.

The badge must include the employee’s name, the contractor’s company name, and a recent color photograph of the employee. Companies with U.S. Government contracts will require their employees to wear these badges visibly above the waist when performing work at Government workplaces unless this would be impractical because of mission or safety considerations. The Contractor shall collect all ID Badges upon completion of the contract or termination of employee.

1. STD: Program is holistically managed to efficiently and effectively manage the performance requirements of the contract.

AQL: Zero deviation from Standard.

2. STD: CDRLs are accurate, in the correct format, and delivered on time.

AQL: Delivered on or before scheduled deadline.

3. STD: Contractor’s are properly identifying themselves verbally and appropriately displayed badge when interacting with Government and Industry personnel.

5.2.5.2 Contractor Travel. The PMO shall ensure Contractors traveling on awarded TOs follow the travel requirements. It is the Contractors responsibility to comply with all requirements, training and processes associated with traveling to both CONUS and OCONUS locations. The Contractor shall obtain written confirmation from the Contracting Officer’s Representative (COR) utilizing the travel template supplied by the Government concurring with planned travel dates, expected duration, origin and destination, purpose, travelers, and estimated contractor’s expense. The Contractor may be authorized travel expenses at rates no higher than the substantive provisions of the Joint Travel Regulation (JTR), IAW FAR Part 31.205-46, and the limitation of funds specified in this contract. All travel requires Government approval and authorization 14 days prior to scheduled travel. Historical OCONUS military locations are Germany, Poland, United Kingdom, Republic of Korea, Hawaii, Guam, Alaska, Kuwait.

Possible locations include Thailand, Japan, Australia, Estonia, and Romania.

5.2.5.2.1 OCONUS Travel. In support of this contract, contractor employees must complete mandatory pre-OCONUS travel requirements. When required by Requiring Activity contractor administrators shall register for a SPOT account and provide the necessary information for all deploying contractor personnel 30 days prior to travel. Contractors are responsible for meeting keeping current on all OCONUS travel requirements required documentations for all OCONUS locations. The traveler must establish a government sponsor) account and complete the following training:

a) Anti-Terrorism Level 1 Training - https://atlevel1.dtimil/at/ (req. every year)

b) Human Rights Training - http://www.americasnet.org/certifications/login.cfm (req. every 2 years).

5.2.5.2.2. Trip Report: It is the Contractors responsibility to ensure its employees complete a summary trip report as required by the Government POC of the Requiring Activity (RA) task for which the travel was performed. This summary trip report will be provided no later than 5 days after completion of the trip. The template of the report will be developed and provided by the Government RA POC. Because each RA and/or Task has differing mission requirements, the format will vary across RAs and tasks. Despite variance of templates, each trip report will include the following minimum information; dates of trip, location/s of trip, purpose of trip, summary of work performed, and significant activities. This summary trip report is not associated with travel invoices that must be submitted via WAWF.

1. STD: Government approvals submitted prior to travel.

AQL: Zero deviation from Standard

2. STD: Required authorizations such as SPOT, VARS, applicable training is completed prior to travel.

AQL: Zero deviation from Standard.

5.2.5.3 Phase In/Out Period. The Contractor shall \identify the methods by which the Contractor ensures that the phase-out transition of contract responsibility/performance to the incoming contractor (assuming the incumbent contractor was not selected/awarded for continuation of the same service) with the purpose of affecting a smooth and orderly transfer.

The Contractor shall not defer any requirements for the purpose of avoiding responsibility or of transferring such responsibility to the succeeding Contractor.

The contractor shall

a. identification of existing status of on-going and upcoming efforts;

b. property accountability and disposition as applicable;

c. identification of existing problems and associated actions/status;

d. all outstanding requirements remaining for completion.

e. coordinate all data/information transfer and any other actions required to ensure continuity of customer mission/operations.

1. STD: Key Personnel are involved in transition to deliver continuity of operations during transition.

AQL: No break in service or performance during transition period.

2. STD: Key Personnel will be in place by the beginning of the transition period.

CDRL: A0010 DI-MGMT-81945 Phase out Plan

5.2.6. Government Liaise. The Contractor shall have a single primary POC between the Government and contractor personnel assigned to support the PWS and a single point of contact between the Government and contractor personnel at each manned location (determined by the contractor's analysis of manpower requirements) to support the contract.

1. STD: Identifies one contract individual to liaise between contractor and Government per

RA.

5.2.7. Process Improvement Support. The Contractor shall provide products necessary to support the creation, design, review, analysis, assessment, revision, and amendment of those processes and methodologies being utilized to manage and administrate this contract.

(Reference IDIQ PWS 1.10).

1. STD: The Contactor will be responsible for a quarterly recommended process improvement.

AQL: Process improvement will accurately reflect the benefit to the Government.

5.2.8. Project Management Support. The Contractor shall provide project management for Project TOs awarded under the IDIQ. The Contractor shall coordinate, develop, and manage the Integrated Master Schedule developed between the Government and Contractor for Project TOs. The Contractor shall be responsible for milestone objectives, quality, and working with the Government to deconflict any issues and provide final product on time. The Contractor shall be responsible for managing including but not limited to, financial resources and Government furnished Information (GFI) assigned specifically to any Project TO’s (Reference IDIQ PWS 1.10).

1. STD: The project is meeting projected timelines and milestones established.

AQL: Zero Deviation from Standard

2. STD: The Project meets the Government’s objectives and Standards established by the TO.

3. STD: The completed project is delivered on time and associated assets are to Standard established by the TO by the end of the project timeline.

4. STD: Any GFI or other associated documents utilized for project creation are removed from Contractor control as directed by the Government by stated timeline.

5.2.9. Property Management. The Contractor shall have a management plan to effectively maintain and manage any Contractor Acquired Property (CAP), Government Furnished Property (GFP), incidental property including but not limited to keys, access codes, and any other hand receipted item provided during the course of the contract on all TOs. Any plan shall comply with FAR 45.104.

5.2.9.1 Government Furnished Equipment (GFE). IAW FAR Part 45 and AR 735-5, may be provided to the Contractor if necessary to meet the specific task order requirements, and authorization provided by the COR. GFE, if required, will be listed within each specific task order. The Contractor shall meet all property management system compliance AFAR 5145.105, maintenance, and all associated requirements for the life of the contract.

5.2.9.2 Property Management System. The Contractor shall maintain a Property Management System (PMS) for Government Furnished Property and Contractor Acquired Property CAP in accordance with Federal Acquisition Regulation (FAR) 52.245-1. The Contractor shall develop a PMS that will address all aspects in detail if applicable to the contract. The Contractor shall ensure the PMS is available for inspection by the KO and ACC-ORL Property Administrator within 45 days of the start of the contract. The PMS will be provided by Contractor’s management and reviewed by the Property Administrator and approved by the Contracting Officer (in writing) during the life of this contract. Any and all changes to the PMS must be approved by the Contracting Officer in writing, prior to implementation.

CDRL: A009 DI-MGMT-81947A Property Management System

5.2.9.3 Government Furnished Property Master Report. The Contractor shall provide a Government Furnished Property Master Report that includes the status of all Government Furnished Equipment (GFE) and CAP status. The initial report will be due 30 days after award, and 30 days prior to the exercise of all option years. The report shall be a combined multi-part Excel spreadsheet report. It shall address Government Furnished Equipment (GFE) and Contractor Acquired Property (CAP). Each report will have its own tab in Excel that tracks GFE, Incidental Property, and CAP. The Government Furnished Equipment (GFE) shall detail the Government Property classification (i.e., Equipment, Material, Special Test Equipment and Special Tooling), physical inventory, location, Gains, losses and Plant Clearance Cases.

CAP report will show at a minimum Detailed Purchase Order which describes Government Property classification (i.e., Equipment, Material, Special Test Equipment and Special Tooling) Name, Description, Quantity requested, Quantity received, Unit Acquisition Cost, Unit of Measure, delivery location, disposition status of CAP (On Order, Received, DD250-Delivered).

Incidental property reports the status and condition of the equipment, and quantity, location, any changes to property.

CDRL: A008 DI-MGMT-81947A Government Furnished Property Master Report

1. STD: Property management plan ensures proper accountability and stewardship of Government property.

5.2.10. Acquisition and Logistics Management. The Contractor shall be responsible to effectively manage the procurement and delivery of materials for this contract. The Contractor shall track all acquisitions including but not limited to, approval, quotes, delivery schedules, and closeout functions. All Acquisitions must comply with FAR regulations. Plan will align with FAR requirements

5.2.10.1 Incidental Property. IAW FAR Part 45 incidental property is government property that will solely be used by Contractor personnel during the duration of this contract. Any incidental property will be listed within each specific task order. The Government shall be responsible for the inventory and maintenance of the equipment. The Contract company shall be held liable for negligent or careless treatment of Government property that results in damage inflicted on the property during the duration of this contract.

5.2.10.2 Contractor Acquired Property (CAP). The Contractor shall support the purchases of material, property, equipment, software, and other related requirements in the support of the Onsight services outlined within the PWS utilizing the material request template provided by the Government. Purchases and records will remain the property of the Government and shall be delivered to the Government upon receipt of product and transferred via DD250 and uploaded in WAWF. All purchases shall be used in support of the contracted function and operated in the prescribed manner intended. The Contractor shall take all actions necessary to adjust for overages, shortages, damages and/or other discrepancies discovered upon receipt, in shipment. The Contractor shall request access to Automated Enterprise System Integration Program (AESIP) to catalog any equipment prior to delivery to Government. The Contractor shall keep a database or electronic spreadsheet of all requisitioned purchases during the life of the contract. If Government Furnished Materials are procured a Consumable Report should be submitted on a monthly/quarterly basis.

5.2.10.3 CAP Report. For any purchases made for the government the Contractor shall provide a monthly report due by the 5th day of the Month. The report shall consist of the following data elements at a minimum: Detailed Purchase Order which describes Government Property classification (i.e., Equipment, Material, Special Test Equipment and Special Tooling) Name, Description, Quantity requested, Quantity received, Unit Acquisition Cost, Unit of Measure, delivery location, and disposition…