AF_A3 Training PWS 6 Sep 2022.docx

Attachment 1

FA5000‐XX-X-XXXX

FA7014‐XX-X-XXXX

PERFORMANCE WORK STATEMENT

FOR

AF/A3 Training Classes

Guide to Formulation, Justification, and Execution Budget Justification: Effective Preparation and Submission Training

610 SeptemberAugust 2022

Controlled by: AFDW/PK CUI Categories: PROCURE Distribution/Dissemination Controls: FEDCON PRE AWARD

POC: SHATAYA BUTLER (240-612-6266)

SECTION I

1.0 DESCRIPTION OF SERVICES

1.1 1.1 General. The Headquarters United States Air Force, Deputy Chief of Staff/Operations, Director of Staff (AF/A3DR) utilizes Planning, Programming, Budgeting, and Execution (PPBE) in its end-to-end budgetary process. is responsible for submitting programming options that include budget justification materials to designated input sources in support of the Program Objective Memorandum (POM) and President’s Budget. The programming options are prepared by Advisors (RAs) and Program Element Monitors (PEMs) from across the AF/A3 organization.

1.1.1 1.1.1 Scope. The Contractor shall provide t two training courses: The first course will consist of training on the Federal budget process, budget formulation, developing a unit-level budget, writing effective budget justifications, and budget execution to Program Element Monitors (PEMs) within the AF/A3 organization.

The second course shall provide training on the Federal budget process, the budget justification requirements, oral and written justifications, budget justifications in an era of reform, and techniques for crafting an effective budget justification to RAs and PEMs, program support personnel, and others involved in justifying and/or defending budget requests within AF/A3.

1.2 Purpose: The purpose of the training is to train PEMS in the federal budget process, budget by labor/non-labor by object class and major programs, identify the characteristics of an outcomes-oriented justification, collaborate with program managers and financial managers to track, monitor, and analyze program obligations and expenditures, and ensure alignment with the financial plan and apply tools to modify it when appropriate.

As part of the President’s Budget, the Air Force is required to prepare a budget justification that complies with relevant rules and regulations as outlined in OMB Circular A-11, Preparation, Submission, and execution of the Budget for each budget cycle. A principal purpose of this training is to prepare stakeholders the capability to properly identify and communicate programming options to support the fulfillment of the Air Force missions and objectives.

1.3. Background. AF/A3 sustains a constant turnover among stakeholders ins the budgetary workforce; therefore, to preclude fiscal improprieties such as programming /execution disconnects, Congressional marks, and Anti-deficiency Act violations, it is critical to provide training in the Federal budget process to include formulation, budgeting (including program justification). The training shallould also include key aspects of fiscal law, including the Anti-deficiency Act violation regulations and fiscal law. There is not an organic training available within the Air Force to satisfy this requirement.

In past budget submissions, several AF/A3 programs have sustained Congressional marks for unjustified growth. Such marks decrease the Air Forces’ Total Obligation Authority (TOA), and therefore present undue financial constraints to those programs, To address the deficiency in adequately justifying program requests, AF/A3 has identified this course to meet the Government's needs. There is not an organic training available within the Air Force to satisfy these requirements.

1.2 TASK DESCRIPTIONS

1.2.1 Task 1. Guide to Formulation, Justification, and Execution. The contractor shall train up to 30 Air Force members on effective budget justification preparation and submission for the FY25 budget cycle.

1.2.1.1 The contractor shall provide training using the following schedule:

· First Quarter FY23 (October 2022) – One Class

· Second Quarter FY23 (date TBD) – One Class

· Third Quarter FY23 (date TBD) – One Class

1.2.1.2.2 Task 2. The contractor shall provide certification for up to 30 Air Force members with 24 intermediate level CPE and/or CPLs. The contractor shall provide certificates for members who pass the test offered at the end of each course.

1.2.1.3 Task 3. The contractor shall provide narrative written feedback on the performance of any Air Force member that does not pass the training. The feedback shall be provided to the Government Point of Contact identified at the beginning of each training session. The feedback provided for each non-certified student shall be no more than one page via a Microsoft Office product.

1.2.2 Task 2. Budget Justification: Effective Preparation and Submission Training. The contractor shall train up to 90 Air Force members on effective budget justification preparation and submission for the FY25 budget cycle.

1.2.2.1 The contractor shall provide training classes using the following schedule:

· First Quarter FY23 (October 2022) – One Class

· First Quarter FY23 (November 2022) – One Class

· First Quarter FY23 (December 2022) – One Class

1.2.2.2 The contractor shall provide certification for up to 90 Air Force members with 24 intermediate level CPE and/or CPLs. The contractor shall provide certificates for members who pass the test offered at the end of each course.

1.2.2.3 The contractor shall provide narrative written feedback on the performance of any Air Force member that does not pass the training. The feedback shall be provided to the Government Point of Contact identified at the beginning of each training session. The feedback each non-certified student shall be no more than one page via a Microsoft Office product.

SECTION II

2.0 DELIVERABLES

The Contractor shall provide deliverable(s) in a format mutually agreed upon by the Government and the Contractor. The following enumerated deliverables are not expected to change. Due Date intervals are not expected to change but actual dates may need to be revised depending on actual contract start date.

SECTION III

3.0 GOVERNMENT FUNISHED PROPERTY, EQUIPMENT AND MATERIALS

3.1 The Government will provide on-site office facilities for Contractor personnel at required on-site support locations.

3.2 The Government will provide the Contractor’s on-site support staff with office space, a Comment by BUTLER, SHATAYA N CIV USAF AFDW AFDW/PKH: Please review and edit as necessary. KTR quote required Government to provide some equipment. Comment by KYLE, MICHAEL L GS-13 US Air Force HAF SAF/A8XK: concur desktop computer consisting of a standard central processing unit (CPU) (up to two units per Contractor employee), monitor, keyboard and mouse, basic telephone service, and basic access to fax machines, scanners, and copy machines. Software will include the AF standard suite of desktop applications.

3.3 The Government will provide appropriate building badges/access to enter Government Facilities.

SECTION IV

4.0 GENERAL INFORMATION

4.1 Travel. Travel to attend all trainings are at no cost to the Government. Travel within the National Capital Region commuting vicinity is considered a cost of doing business and shall not be separately reimbursed. Comment by BUTLER, SHATAYA N CIV USAF AFDW AFDW/PKH: Please remove if this is not the case. Are all courses to be held in the NCR? Comment by KYLE, MICHAEL L GS-13 US Air Force HAF SAF/A8XK: All classes will be in the Pentagon