FINAL- PWS-AF-CVAR 7 Feb 12 DEB.docx

PERFORMANCE WORK STATEMENT

ADVISORY & ASSISTANCE SERVICES (AF/CVAR)

Date 7 February 2012

TABLE OF CONTENTS

1.0 DESCRIPTION OF SERVICES

This is a requirement for advisory and assistance services to assist in long range planning, development of strategic communications, system integration and analysis, review of policies and procedures, recommending documentation and policy updates, consulting, and reporting. The advisory and assistance services will include assisting with both long-term strategic initiatives for the Quadrennial Defense Review (QDR), Quadrennial Roles and Missions Review (QRMR) and other defense related reviews, as needed. The advisory and assistant services provided, in many instances, will be time sensitive responses/reporting to senior Air Force leadership and Air Force liaisons to Congress.

1.1 Acronyms

AF – Air Force

AF/CVAR – Air Force Strategic Reviews

AFI – Air Force Instruction

AQL – Acceptable Quality Levels

CO – Contracting Officer

COR – Contracting Officer’s Representative

CVA – Assistant Vice Chief of the Air Force

FACTS – Forecaster Automated Contract Tracking System

FAR – Federal Acquisition Regulation

HAF- Headquarters Air Force

IAW – In accordance with

JCS-- Joint Chiefs of Staff

JTR – Joint Travel Regulation

MAJCOM – Major Command

NGB – National Guard Bureau

OSD – Office of the Secretary of Defense

PM – Program Manager

PMR – Project Management Review

POC – Point of Contact

POM – Program Objective Memorandum

PWS – Performance Work Statement

SME – Subject Matter Expert

SS – Services Summary

TPOC – Technical Point of Contact

USAF – United States Air Force

1.2 Definitions

Advisor and Assistance services – support services provide under contract by nongovernmental sources

AF/CVAR Library -- Collection of paper, electronic and published works relevant to CVAR mission

Down Days – a day/s designated by AF leadership as minimal manning/liberal leave outside of published federal holidays.

FACTS – Forecaster Automated Contract Tracking System

General Officer – Flag Officer, General Officer or Civilian SES equivalent

JCS –Joint Chief’s of Staff

Key Documents – Documents critical to execution of CVAR mission

Macro Trend Resource Analysis – Expert analysis of high level resource allocation and utility

Non-disclosure statement – Agreement signed by designated personnel which

Performance Work Statement – Designated vehicle for this contract and options

POM - Program Objective Memorandum

Quadrennial Defense Review – Congressionally mandated strategy review recurring in four year intervals

Quadrennial Roles and Missions Review— Congressionally mandated strategy review

Subject Matter Expert-- Person or Department designated as organizational point of contact for given topic

2.0 SCOPE

Contractor is to provide support to the Air Force Quadrennial Defense Review Office (AF/CVAR) mission-oriented business functions to include program planning, audits, and evaluations of studies, analyses, scenarios, and reports relating to an agency's mission-oriented business programs or initiatives, such as defense studies, tabletop exercises or scenario simulations, educational studies, regulatory or policy studies, health care studies, economic studies, and preparedness studies of executive/management coaching services of customized business training as needed to successfully perform/complete a consulting engagement o Policy and regulation development assistance o Advisory and assistance services in accordance with FAR 37.203.

3.0 REQUIREMENTS

3.1. The contractor is required to perform the following duties:

3.1.1. Manage all aspects of work associated with the contract support services.

3.1.2. Provide technical and functional expertise Defense and Service strategy, policy and budgetary initiatives.

3.1.3. Manage assigned contract personnel

3.1.4. Prepare monthly status reports – Report shall describe the progress/activity with respect to each tasking within the BPA Order and shall be due every four weeks, no later the 10th business day after the end of the calendar month regardless of the Contractor’s accounting cycle. The narrative reports shall contain an accurate, up-to-date summary of account of requirements completed during the month, cumulative percent complete by task and overall task order, requirements on-going during the month, requirements to be worked during the next month, and any outstanding issues. Monthly Progress reports must be posted with the invoice in ITSS.

3.1.5. Provide and maintain non-disclosure documentation for all assigned contract personnel.

3.1.6. Retrieve, reproduce and maintain studies, reports, plans and staff documents.

3.1.7. Ensure the timely delivery of all contract deliverables.

3.1.8. Respond to CO, PM, and COR requests in a timely manner.

3.1.9. Quarterly provide consolidated Program Management Review briefing.

3.2. Administrative Analytic Support Services

3.2.1. Issue and bullet background papers on strategy, legislative actions/public policy, federal budget, and other analyses.

3.2.2. Compile and analyze news and journal articles for QDR Weekly News Summary.

3.2.3. Prepare after-action reports of defense review outreach events.

3.2.4. Upload applicable documents into AF/CVAR Library i.e. QDR or QRMR related studies, journal articles, research briefs, and media/press reports.

3.2.5. Prepare Power Point slides and/or email recompilations/updates to inform AF/CVAR leadership on the progress and status of various strategy, policy and budgetary working group sessions attended.

3.2.6. Provide quick responses, as assigned, briefings, issue/bullet, background papers on Congressional, Defense and Service strategy/policy and budgetary initiatives and issues.

3.2.7. Develop and maintain extensive listing of defense review points of contact that will detail the appropriate organizational leads as well as specific matter experts (SMEs).

3.2.8 Review key documents for content, errors, grammar etc.

3.2.9 Schedule meets, secure meeting rooms/facilities and reserve audio visual equipment, as required.

3.2.10 Provide read-ahead materials to AF/CVAR meeting attendees

3.2.11 Provide summary spreadsheets/graphs and briefings summarizing Macro resource trend analysis

3.3. Task Descriptions:

3.3.1. Analyst II - Performs management and financial analyses to support development of strategic business plans. Assesses compliance with Government standards and policies. Supports the development of business case analyses. Monitors and tracks program status to planned milestones. Collects, analyzes, and interprets data in one or more specialties. Employs and interprets data from automated databases to support functional tasks.

3.3.2. Analyst III - Leads and performs development of strategic business plans. Assesses compliance with Government standards and policies. Leads and performs business case analyses. Monitors and tracks program status to planned milestones. Collects, analyzes, and interprets data in one or more specialties. Employs and interprets data from automated databases to support functional tasks.

3.3.3. Analyst IV - Leads and performs development of strategic business plans. Assesses compliance with Government standards and policies. Leads and performs business case analyses. Monitors and tracks program status to planned milestones. Collects, analyzes, and interprets data in one or more specialties. Employs and interprets data from automated databases to support functional tasks.

3.3.4. All personnel shall be thoroughly familiar and sufficient in the use of commercial software packages such as Microsoft Word, Excel and PowerPoint.

3.3.5. All proposed personnel are considered key personnel. As such, any change in personnel will be subject to prior Government approval. The contractor is required to minimize the effect and impact to the Air Force by strategically managing contractor personnel turnover to the greatest extent possible.

3.3.6 Deliverables

3.3.10. Services Summary (SS)

SS8: Develop and maintain an extensive listing of defense review points of contact that will detail the appropriate organizational leads as well as specific subject matter experts (SMEs).

4.0 GOVERNMENT FURNISHED PROPERTY

The contract will work in a Government facility at the Pentagon , Arlington VA or Hangar 1, Bolling AFB, Washington DC. The Government will furnish or make available working space, equipment, and network access.

5.0 OTHER DIRECT COSTS/ TRAVEL

The contractor shall be required to perform periodic travel within the Continental United States. Prior to travel the contractor shall coordinate with and receive Government authorization from the office they support for all travel. The contractor shall be responsible for obtaining all passenger transportation, lodging, and subsistence. Reimbursement of CONUS travel costs will be in accordance with the Federal Travel Regulations per FAR 31.205-46. The contractor shall travel using the lower cost mode transportation commensurate with the mission requirements. When necessary to use air travel, the contractor shall use the tourist class, economy class, or similar lodging accommodations to the extent they are available and commensurate with the mission requirements. Travel will be reimbursed on a cost reimbursable basis; no profit or fee will be paid.

The Contractor shall travel mainly within CONUS locations. The Contractor shall obtain approval from COR prior to any travel. The Contractor shall submit a trip report at the completion of any travel. Travel reimbursement shall follow the JTR, Joint Travel Regulation.

6.0 SECURITY REQUIREMENTS

The contractor will not have access to classified information. All incormation is considered sensitive and will not be disclosed outside the workplace. This includes contractor proprietary data, passwords, “For Official Use Only”.

The contractor will be required to submit information for each employee in advance of employment for a National Agency Cehck in the Joint Personnel Adjudication System (JpaS). This is required in advance to provide contract employees with access to our Government network and systems. All contractor employees are reuired to complete Information Assurance Assurance testing on a annual basis. An active SECRET security clearnace is required for all employees working on this contract.

Computer security and Privacy Requirements: The contractor shall ensure all employees involved in the management, use, design, development, maintenance or operation of an application or automated information system are informed of their respnsibilities based on their need-to-know and trained to fulfill them. Training will be provided to ensure that all contract employees are versed in the requirements pertaining to security of the respective Federal IT systems which they access, operate, manage. Training will be consisten with guidance issued by the OMB and NIST Special Publication 800-16. New contract employess will be trained within thrity (30) days of hire. Computer Security awareness training is required at least annually or whenever there is a significant change in IT software, equipment, or other systems.

7.0 NONPERSONAL SERVICES

The Government will neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor feels that any actions constitute, or are perceived to constitute personal services, it shall be the contractor’s responsibility to notify the CO immediately. These services shall not be used to perform work of a policy/decision making or management nature, i.e., inherently Governmental functions. All decisions relative to programs supported by the contractor shall be the sole responsibility of the Government.

8.0 CONTRACTOR IDENTIFICATION

All contractor/subcontractor personnel shall wear company picture identification badges so as to distinguish themselves from Government employees. When conversing with Government personnel during business meetings, over the telephone or via electronic mail, contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees. Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation. Where practicable, contractor/subcontractors occupying collocated space with their Government program customer should identify their work space area with their name and company affiliation, or as a minimum “Contractor” after name.

9.0 HOURS OF OPERATION

The contractor shall have access to the Government facilities five (5) days per week, Monday through Friday from 0630 – 1800 except for federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings or similar Government directed facility closings.

Weekly hours shall not exceed a forty (40) hour work week and a typical work day will be 0700 to 1600 Monday through Friday. The Government reserves the right to change hours of operation or restrict contractor access. Work outside these daily hours is prohibited without Contracting Officer approval.

Government agencies will not be available during scheduled holidays, inclement weather, weekends, after duty hours, or AF down days. All chargeable work will be directly attributable to the task being performed by the individual.

Scheduled Holidays are New Year’s Day; Dr. Martin Luther King, Jr. Birthday; President’s Day; Memorial Day; Independence Day; Labor Day; Columbus Day; Veteran’s Day; Thanksgiving Day; Christmas Day.

APPENDIX

PUBLICATIONS AND REGULATIONS

The following are legal, regulatory, policy documents that are relevant to the success of the contract and must be reviewed and utilized by the contractor before and during contract performance: