COI_PWS20NOV.pdf

FOR GOVERNMENT USE ONLY

Date: 20 NOV2015

PERFORMANCE WORK STATEMENT

FOR

1-1 SFG (A), Torii Station, Okinawa Japan

Period of Performance: 11 thru 15/January/2016

“Interagency Communications Training”

1.0 Background: 1

st Battalion, 1 st Special Forces Group (Airborne) (1-1 SFG (A)) is a flexible, multi-faceted command capable of executing special operations (both Special Warfare and Surgical Strike) in direct support of COMSOCPAC (Commander Special Operations Command, United States Pacific

Command), the PACOM (Pacific Command) Commander, or as directed by Chairman of the Joint

Chiefs of Staff (CJCS) and the National Command Authority (NCA). For 1-1 SFG (A) to be fully capable of conducting its PACOM directed mission, the unit must be proficient in establishing and maintaining positive relationships with Embassy Country Teams within the PACOM area of responsibility. In order to remain proficient, 1-1 SFG (A) must ensure its operators maintain their executive-level communications and negotiation skill-sets by attending regular, mission critical training. Their instruction shall directly enhance 1-1 SFG (A)’s capability to support the PACOM

Commander’s contingency plan and overseas contingency plan objectives.

2.0 This recurring training requirement is vital to 1-1 SFG (A)'s role in support of Overseas Contingency

Operations (OCO), operational deployments in support of multiple Campaign Plans (CAMPLANs), Operation Plan (OPLANs), Contingency Plan (CONPLANs), Joint Combined Services (JCS) exercises, and Joint Combined Exchanges for Training (JCET).

3.0 Objective: For 1-1 SFG (A) individuals to strengthen and refine their capability and capacity to conduct Interagency Communications.

4.0 Scope: The Contractor shall provide 1-1 SFG (A) with a Course of Instruction (COI) in Interagency

Communications, providing high quality instruction focusing on topics that directly or indirectly support operations, training, and exercises in permissive and non-permissive environments. This Performance Work

Statement (PWS) addresses the requirements of instruction, as well as the organizational requirements and administrative tasks essential to delivering this COI. The Contractor shall be required to work closely with the designated Technical Point of Contact (TPOC) upon award of contract to ensure all aspects of the COI logistics and instruction meet 1-1 SFG (A)'s requirements.

Quality Control Inspector (QCI): The QCI monitors all aspects of the contract and assists in contract administration. The QCI is authorized to perform the following functions: Assure that the Contractor performs the requirements of the contract, performs inspections necessary in connection with contract performance, maintains written and oral communications with the Contractor concerning technical aspects of the contract, monitors Contractor’s performance and notifies both the Contracting Officer and Contractor of any deficiencies, coordinates availability of Government furnished property and provides site entry of contractor personnel. A Letter of Appointment is issued to the QCI which states the responsibilities and limitations of the QCI, especially with regard to changes in cost or price, estimates, or changes in delivery dates. The QCI is not authorized to change any of the terms and conditions of the contract.

5.0 Requirement: The contractor shall provide the following:

5.1 Period of Instruction: one (1) course comprising of five days of instruction, eight hours of instruction per day, to be held from 11 January 2016 to 15 January 2016. This is the only block of time available for the target audience. The period of instruction shall be strictly for instruction and shall not include time for travel, administration, or training preparation and set up. Contractor shall be prepared to provide at least eight hours of instruction per day, which represents a full 1-1 SFG (A) standard work.

After contract agreement, course dates or times may be adjusted upon agreement between the

Government and Contractor. The training should be broken into three modules covering the following topics:

MODULE ONE (2 Days) Advanced Communications Techniques Training AND Country Team

Interaction Training

Advanced Communications Techniques Training ensures that the participant practices verbal and non-verbal communications skills that may be applied to any presentation scenario including verbal business card; personal desk-side briefing; small group presentation; small group discussion; large group presentation; facilitation; and, hostile audience/opposition. Learning objectives (LO) include:

Understands how to convey a message to an executive audience: what you say, how you say it, how you look, and how you sound

Understands difference between active and passive listening

Understands how body language influences delivery and audience perception

Understands the importance of a verbal business card

Country Team Interaction Training details history of the Foreign Service, embassy operations, Country

Team structure, interagency presence and interests, interaction methods and interoperability requirements to include potential allies and obstacles. The training focuses on the interagency authorities, decision making processes and the communications skills necessary for a successful embassy or interagency task force visit or assignment. Techniques focus on interagency small group discussion dynamics. LO include:

Understands role, structure and hierarchy of the Country Team, interagency presence and interests

Understands how country’s history, political sensitivities and threat posture influence operations

Becomes familiar with embassy operations and Country Team authorities

Understands personal role, responsibilities and authorities

MODULE TWO (1 Day) Liaison Officer (LNO) Best Practices

LNO Best Practices explores the realities of representing an organization to headquarters, lateral, and subordinate commands. This training focuses on what an LNO must do to be successful and what an

LNO must not do to lose credibility, therefore freedom of action, within an embassy or interagency task force environment. LO include:

Understands unique embassy/interagency LNO duties and responsibilities

Understands personal role as the Commander’s representative

MODULE THREE (2 Days) Negotiation Skills Training

Negotiation Skills Training identifies to and quantifies for the student a skill-set normally already present for personnel selected to represent the Commander to external organizations, yet requires an additional set of skills for interaction with executive level interagency personnel. LO include:

Understands Conflict Management and Dispute Resolution as they pertain to Negotiation

Understands the differences between Positional Bargaining and Interest Based Negotiation

Handles personal attacks or adversarial positioning

Understands key negotiating concepts like Anchor, BATNA, and “expanding the pie”

5.2 Location of Instruction: 1/1 SFG (A) facilities in Okinawa, Japan. Specific location provided upon contract award.

5.3 Number of Attendees: COI must be able to accommodate training for up to eight (8) individuals.

5.4 Curriculum: The curriculum for the COI must be a blended method of delivery, consisting of

Lecture, Seminar, Reading, and Simulation. The Contractor shall use classroom presentations and seminar-style interaction to introduce and discuss concepts followed by simulations to teach the required LO. Approximately 40% of the training time must be used to present concepts in a classroom setting, while 60% of the training time shall require students to perform the required skills in a realistic

Country Team setting thereby demonstrating their level of retention and ability. The instructor to student ratio shall be 1:2 or 1:3 based on the unit’s instructor focus area(s) request.

Individual Simulations. Contractor shall provide each student a minimum of four simulations, designed and facilitated by the contractor. Simulations shall be based on customized scenarios (crafted by the contractor) and aligned with the student’s particular area of functional military expertise and actual projected assignment/deployment/exercise locations. During simulations instructors shall role-play the former positions they’ve served in: Ambassador, Chief of Station, Defense/Service Attaché, and if requested, the Legal Attaché/Regional Security Officer. Students must:

Establish rapport

Deliver a verbal business card

Present clear and concise scenario objective(s)

Respond to adversarial positioning

Demonstrate conflict management and dispute resolution techniques

Obtain a positive outcome

Individual Hotwash. At the conclusion of each simulation, instructors shall assess how well the student mastered the LO. To start the hotwash, students offer a self-critique; then other students provide their assessment followed by each instructor offering an in depth assessment.

5.5 Teaching Materials: All teaching aids and materials shall be provided by the Contractor. Required student classified and unclassified reading materials in electronic and hard copy shall be provided by the Contractor. If advance reading is recommended by the Contractor, electronic copies shall be provided to the TPOC via SIPRNET to disseminate to COI attendees. The contractor shall provide a list of electronic and hard copy reading materials and training aids they will use in their proposal.

5.6 Government Furnished Services:

Workstation and hardware requirements. 1-1 SFG (A) shall provide:

One work-station with a classified computer

Temporary user name and password for Seminar Leader

Access to the internal secure printer network

Facilities. 1-1 SFG (A) shall provide:

A secure classroom with projection and secure video-teleconference (SVTC) capability and a VTC operator. Classroom shall support up to eight students, four instructors and all observers (other unit members) designated by the unit.

Coordination requirements prior to COI execution. 1-1 SFG (A) shall:

Collaborate with the Seminar Leader to develop customized scenarios and schedule

Complete/return Student Information Forms

Provide student standard name line roster for graduation certificates

Provide JPAS SMO code for training facility clearances

Provide Facility access for Seminar Leader prior to COI if feasible

Provide SVTC capability (if available) for one of the four simulations

Provide video camera if record of individual simulations requested

Provide unit escort and read-ons if required

Confirm SECRET (minimum) level clearance for all students

Commit students for the COI duration

5.7 Instructor Qualifications/Requirements:

Seminar Leader:

Primary POC for COI coordination and execution

Bachelor’s degree and combination of SOF and Interagency experience (minimum 20 years)

Advanced management and organizational skills

Experience leading educational and Interagency Communications seminars

Knowledge of current operating environment

DIA Instructor:

Responsible for the overall conduct of the training course, teaching skills and techniques unique to the Defense Attaché Office/DIA/Senior Defense Official (SDO) in an Embassy

Experience/Service as Defense Attaché or Service Attaché, Security Assistance Officer (SAO) i.e.

JUSMAG and/or SOF operations experience at the 06 level.

DOS Instructor:

DOS

Experience/Service as Ambassador and/or Deputy Chief of Mission

Intelligence Agencies Instructor:

the Intelligence Agencies

Experience/Service as Chief of Station/Base

5.8 Personnel Requirements: The Contractor shall provide a Seminar Leader and up to three instructors that meet the qualifications outlined in 5.7. Number of instructors and focus areas will be determined during coordination prior to COI execution with the TPOC. In your proposal, the contractor will provide the number of iterations and the respective resumes for the Seminar Leader and each proposed Inter-agency instructor.

5.9 Contractor Relationship to Military Authorities: All Contractor personnel shall conform to and comply with the rules, regulations, and other requirements of the Department of Defense and

Department of the Army for contract personnel integrity, grooming, conduct, speech, student fraternization, safety, and security. In addition, Contractor personnel shall maintain high personal standards of relevant knowledge and demonstrate professional competence in delivering training and materials.

1-1 SFG (A) members whose conduct is not professional shall be cautioned and counseled in the presence of the TPOC. If the inappropriate behavior continues, the 1-1 SFG (A) person shall be referred by the Contractor to their respective Commander for further disciplinary action. In the event of formal military action against students under their tutelage, Contractor personnel may be requested to provide written statements to or appear in person as a witness in a student's non-judicial punishment or court martial proceedings. Such statements or appearances may be directly related to charges or may provide information for use in determining appropriate punishment. The Contractor shall report any disciplinary problem (e.g. fraternization, sexual harassment, discrimination, etc.) between Contractor employees and 1-1 SFG (A) or other military staff to the TPOC. The Government shall investigate the validity of the complaint and provide a recommendation to the appropriate military department for action. Contractor personnel shall cooperate with all investigations and assist Government personnel until the investigation is complete.

6.0 Stipulating Conditions:

6.1 Contractor Incurred Expenses: All expenses incurred by Contractor and employees while executing the

COI, to include, but not limited to: travel expenses (taxi, plane, rental vehicle, fuel, public transportation, and parking), lodging, dining. Defense Base Act (DBA) insurance will be the sole responsibility of the Contractor to procure. Any and all compensation for these expenses will be the responsibility of the Contractor, and thus considered as included in provided pricing quote.

6.2 Non-Personal Service Statement: Contractor personnel performing services under this contract will be controlled, directed, and supervised at all times by management personnel of the Contractor.

Contractor shall not employ any person who is an employee of the U.S. Government if the employment of that person would create a conflict of interest. Contractor management will ensure that employees properly comply with the performance work standards outlined in this PWS. Contractor employees will perform many of their duties, independent of, and without the supervision of any

Government official. However, due to the potential sensitivity of the training, a Government representative may provide direction and/or guidance within the execution of the training. The tasks, duties, and responsibilities set forth in this contract may not be interpreted or implemented in any manner that results in any Contractor personnel creating or modifying Federal policy, obligating the appropriated funds of the United States Government, overseeing the work of Federal employees, providing direct personal services to any Federal employee, or otherwise violating the prohibitions set forth in Parts and 37.1 of the Federal Acquisition Regulation (FAR).

7.0 Security:

7.1 Security Clearance, Facilities Access, and Handling Classified Materials. All Contractor personnel involved with COI coordination and execution must possess a TS clearance and be read-on, as required, to Focal Point (FP) programs or appropriate Special Access Programs. Contractor personnel who have yet to receive SCI access must have a current SSBI and/or are awaiting SCI adjudication. All

Contractor personnel clearance information must be available through either JPAS or Scattered Castles query. The Seminar Leader shall be an authorized courier and is responsible for marking, handling, safeguarding, and if necessary transporting classified materials. The Seminar Leader is responsible for destroying classified materials at COI close and ensures the workstation is cleared.

7.2 Privacy Act Compliances: The contractor may be in contact with data and information subject to the Privacy Act of 1974 (Title 5 of the U.S. Code Section 552a). The contractor shall ensure that its employees assigned to this effort understand adhere to the requirements of the Privacy Act and to DoD regulations that implement the Privacy Act. The contractor shall identify and safeguard data, information and reports accordingly. In addition, the contractor shall ensure that contractor personnel assigned to the contract are trained on properly identifying and handling data and information subject to the Privacy Act prior to commencing work. The Contractor will safeguard any 1-1 SFG (A) student names, personally identifiable information, or personal contact information obtained during the COI and not divulge them without 1-1 SFG (A) or student permission.

7.3 Confidentiality Agreement: The Contractor and Contractor personnel shall be prepared and willing to enter a confidentiality agreement regarding material, operational, or sensitive information discussed during the COI. The Contractor will not publicize testimonials using 1-1 SFG (A)'s name or members of its command.

8.0 Deliverables:

8.1 Contact Information: 1-1 SFG (A) will assign a primary and alternate POC after award of purchase order to be the principle point of contact for COI coordination, including student management, schedule, and curriculum. Additional points of contact will be promulgated following contract award.

8.2 Course Coordination: COI coordination should begin up to 45 days prior to COI execution and concludes the day before the seminar begins.

(-45 days) 1/1 SFG (A) Contracting Office will award contract and coordinate invoicing with the respective company’s Contracting Officer.

(-40 days) Contractor provides their Student Information Forms to the unit

(-21 Days) Contractor Program management office will send out task orders to the instructor team and complete travel arrangements

(-21 Days) POC sends Contractor a by-name student roster and completed Student Information Forms over classified email system; Contractor will transmit Clearances through JPAS.

(-21 to -7 Days) The Contractor will: develop COI, schedule and customized student scenarios based on respective student information; assemble training materials; obtain country of interest reporting

(cables, Integrated Country Strategy, current events, and operational information) for instructor team currency.

(-7 Days) Contractor will forward customized COI and schedule to TPOC

(-1) Seminar Leader will arrive on-site and complete preparations: receive access badges if required;

receive updates and changes to roster and schedule from TPOC; walk through and set up classroom facility, print documents, and assemble student and instructor packets.

8.3 COI Convening Location: Upon award of contract, the 1-1 SFG (A) TPOC will confirm COI convening location with the Contractor.

9.0 Government Observations:

9.1 Government personnel, other than contracting officers (COs) and quality assurance personnel

(QAPs), may from time to time, with KO coordination, observe contractor operations. However, these personnel may not interfere with contractor performance or make any changes to the contract.

9.2 In addition to the primary eight (8) students, the contractor will allow other unit members (military and GS; no contractors) to observe all instruction and scenarios and thus benefit from the course material. These additional students will not participate in the simulation scenarios. The government assumes full responsibility for ensuring these additional unit members do not interfere or detract from the course instruction.

10.0 Quality Assurance:

10.1 Any matter concerning a change to the scope, prices, terms or conditions of this contract shall be referred to the KO.

10.2 The services to be performed by the contractor during the period of this contract shall at all times and places be subject to review by the KO or authorized representative(s).

11.0 Contract Administration:

11.1 Important Notice: The Contractor shall not accept any instructions issued by any person other than the KO or his/her authorized representative acting within the limits of his/her authority. No information other than that which may be contained in any authorized amendment to this solicitation or any authorized modification to any resulting contract issued by the KO, which may be received from any person employed by the U.S. Government or otherwise, shall be considered as grounds for deviation from any provisions, conditions or other terms of these documents.

11.2 KO’s Representatives and Their Authority:

The KO will designate individual(s) to act as the QCI under this contract. Such designations will be made by letter from the KO with an information copy furnished to the Contractor. The QCI will represent the KO in the administration of the contract but will not be authorized to change any of the terms and conditions of the contract.

No oral statements of any person, whomsoever, will in any manner or degree, modify, or otherwise affect the terms and conditions of this contract. The KO shall be the only person authorized to approve changes in any of the requirements under this contract, and notwithstanding any provisions contained elsewhere in this contract, said authority shall remain solely with the Contracting Officer.

12. Contractor Manpower Reporting (CMR).

12.1. The contractor shall input in Army Manpower Reporting Website as indicated below:

The Office of the Assistant Secretary of the Army (Manpower & Reserve Affairs) operates and maintains a secure Army data collection site where the contractor will report ALL contractor manpower (including subcontractor manpower) required for performance of this contract. The contractor is required to completely fill in all the information in the format using the following web address: https://contractormanpower.army.pentagon.mil or https://cmra.army.mil

The required information includes: (1) the Contracting Office, KO and QCI; (2) Contract number, including task and delivery order number; (3) Beginning and ending dates covered by reporting period; (4) Contractor name, address, phone number, e-mail address, identity of contractor employee entering data; (5) Estimated direct labor hours (including sub-contractors); (6) Estimated direct labor dollars paid this reporting period (including sub-contractors); (7) Total payments (including sub-contractors); (8) Predominant Federal Service Code (FSC) reflecting services provided by contractor

(and separate predominant FSC for each sub-contractor if different); (9) Estimated data collection cost; (10) Organizational title associated with the Unit Identification Code (UIC) for the Army

Requiring Activity (the Army Requiring Activity is responsible for providing the contractor with its

UIC for the purposes of reporting this information); (11) Locations where contractor and sub-contractors perform the work (specified by zip code in the United States and nearest city, country, when in and overseas location, using standardized nomenclature provided on website); (12) Presence of deployment or contingency contract language; and (13) Number of contractor and sub-contractor employees deployed in theater this reporting period (by country). As part of its submission, the contractor will also provide the estimated total cost (if any) incurred to comply with this reporting requirement. Reporting period will be the period of performance not exceed 12 months ending 30

September of each government fiscal year and must be reported by 31 October of each calendar year.