FA7014-16-R-3004_draft_RFP_19_Feb_16.pdf

FA7014- AIR FORCE DISTRICT OF WASHINGTON

1500 W PERIMETER RD SUITE 2750 (PK)

ANDREWS AFB MD 20762

UNDER DPAS (15 CFR 700)

11. DELIVERY FOR FOB

RFQ

SEE SCHEDULE

14. METHOD OF SOLICITATION

IFB RFP

CODE

SEE ADDENDUM

BLOCK IS MARKED

DESTINATION UNLESS

12. DISCOUNT TERMS

(No Collect Calls)

15.0M

13b. RATING

13a. THIS CONTRACT IS A RATED ORDER

X

CODE

FA7014-16-R-3004 01-Apr-2016

b. TELEPHONE NUMBER

240-612-6162

8. OFFER DUE DATE/LOCAL TIME

12:00 AM 02 May 2016

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV 3/2005)

Prescribed by GSA

FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER) 31c. DATE SIGNED

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

22. UNIT 23. UNIT PRICE 24. AMOUNT21. QUANTITY

CODE 10. THIS ACQUISITION IS

UNRESTRICTED

FAX: NAICS:

TEL:

CODE 18a. PAYMENT WILL BE MADE BYOFFEROR

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TEL.

FA7014

SIZE STD:

9. ISSUED BY

FACILITY

CODE

17a.CONTRACTOR/

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

HATASHA T.HANLEY

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES

SEE SCHEDULE

541611

TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS

SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS

SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED HEREIN.

SB

HUBZONE SB

SET ASIDE: % FOR

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

TEL: EMAIL:

5 COPIES

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

.OFFER DATED YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

X

8(A)

SVC-DISABLED VET-OWNED SB

EMERGING SB

X

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

SEE SCHEDULE

19. ITEM NO. 20. SCHEDULE OF SUPPLIES/ SERVICES 21. QUANTITY 22. UNIT 24. AMOUNT

PAGE 2 OF

23. UNIT PRICE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV 3/2005) BACK

Prescribed by GSA

FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

FA7014-16-R-3004

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES MAX

QUANTITY

UNIT UNIT PRICE MAX AMOUNT

0001 UNDEFINED Months Ad-hoc Projects

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Secretary of the Air

Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO) in managing and improving business operations across the Air Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services; Studies, analyses, and evaluations; and Engineering and technical expertise, in accordance with the

Performance Work Statement dated 11 January 2016 and applicable Task Orders.

FOB: Destination

SIGNAL CODE: A

MAX

NET AMT

UNIT UNIT PRICE MAX AMOUNT

0002 UNDEFINED Each COST REIMBURSABLE-Other Direct Costs

Direct reimbursable of training, equipment, materials, as required, on individual

Task Orders and approved by the Contracting Officer and Contracting Officer

Representative(s).

UNIT UNIT PRICE MAX AMOUNT

0003 UNDEFINED Days COST REIMBURSABLE - Travel

Direct reimbursable, as required, on individual Task Orders. In accordance with

FAR 31.205-46 travel costs to be reimbursed at rates not to exceed the maximum locality per diem rates (the combination of lodging, meals and incidentals) in effect at the time of travel, as set forth in the Federal Travel Regulations, Joint

Travel Regulation and Standard Regulations, Section 925, as applicable. All air travel must be booked on American-flagged carriers, unless otherwise directed by the Contracting Officer. The appropriate Government Official, Contracting

Officer's Representative(s), or Contracting Officer shall approve travel.

Contractor shall maintain supporting receipts for all invoices submitted for travel reimbursement. All travel reimbursement is subject to Facilities and

Adminstrative (F&A) cost reimbursement.

UNIT UNIT PRICE MAX AMOUNT

1001 UNDEFINED Months OPTION Ad-hoc Projects

Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO) in managing and improving business operations across the Air Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services; Studies, analyses, and evaluations; and Engineering and technical expertise, in accordance with the

Performance Work Statement dated 11 January 2016 and applicable Task Orders.

UNIT UNIT PRICE MAX AMOUNT

1002 UNDEFINED Each OPTION COST REIMBURSABLE-Other Direct Costs

UNIT UNIT PRICE MAX AMOUNT

1003 UNDEFINED Days OPTION COST REIMBURSABLE - Travel locality per diem rates (the combination of lodging, meals and incidentals) in effect at the time of travel, as set forth in the Federal Travel Regulations, Joint

Travel Regulation and Standard Regulations, Section 925, as applicable. All air travel must be booked on American-flagged carriers, unless otherwise directed by the Contracting Officer. The appropriate Government Official, Contracting

Officer's Representative(s), or Contracting Officer shall approve travel.

Contractor shall maintain supporting receipts for all invoices submitted for travel reimbursement. All travel reimbursement is subject to Facilities and

Adminstrative (F&A) cost reimbursement.

UNIT UNIT PRICE MAX AMOUNT

2001 UNDEFINED Months

Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO) in managing and improving business operations across the Air Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services; Studies, analyses, and evaluations; and Engineering and technical expertise, in accordance with the

Performance Work Statement dated 11 January 2016 and applicable Task Orders.

UNIT UNIT PRICE MAX AMOUNT

2002 UNDEFINED Each

UNIT UNIT PRICE MAX AMOUNT

2003 UNDEFINED Days locality per diem rates (the combination of lodging, meals and incidentals) in effect at the time of travel, as set forth in the Federal Travel Regulations, Joint

Travel Regulation and Standard Regulations, Section 925, as applicable. All air travel must be booked on American-flagged carriers, unless otherwise directed by the Contracting Officer. The appropriate Government Official, Contracting

Officer's Representative(s), or Contracting Officer shall approve travel.

Contractor shall maintain supporting receipts for all invoices submitted for travel reimbursement. All travel reimbursement is subject to Facilities and

Adminstrative (F&A) cost reimbursement.

UNIT UNIT PRICE MAX AMOUNT

3001 UNDEFINED Months

Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO) in managing and improving business operations across the Air Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services; Studies, analyses, and evaluations; and Engineering and technical expertise, in accordance with the

Performance Work Statement dated 11 January 2016 and applicable Task Orders.

UNIT UNIT PRICE MAX AMOUNT

3002 UNDEFINED Each

UNIT UNIT PRICE MAX AMOUNT

3003 UNDEFINED Days locality per diem rates (the combination of lodging, meals and incidentals) in effect at the time of travel, as set forth in the Federal Travel Regulations, Joint

Travel Regulation and Standard Regulations, Section 925, as applicable. All air travel must be booked on American-flagged carriers, unless otherwise directed by the Contracting Officer. The appropriate Government Official, Contracting

Officer's Representative(s), or Contracting Officer shall approve travel.

Contractor shall maintain supporting receipts for all invoices submitted for travel reimbursement. All travel reimbursement is subject to Facilities and

Adminstrative (F&A) cost reimbursement.

UNIT UNIT PRICE MAX AMOUNT

4001 UNDEFINED Months

Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO) in managing and improving business operations across the Air Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services; Studies, analyses, and evaluations; and Engineering and technical expertise, in accordance with the

Performance Work Statement dated 11 January 2016 and applicable Task Orders.

UNIT UNIT PRICE MAX AMOUNT

4002 UNDEFINED Each

UNIT UNIT PRICE MAX AMOUNT

4003 UNDEFINED Days locality per diem rates (the combination of lodging, meals and incidentals) in effect at the time of travel, as set forth in the Federal Travel Regulations, Joint

Travel Regulation and Standard Regulations, Section 925, as applicable. All air travel must be booked on American-flagged carriers, unless otherwise directed by the Contracting Officer. The appropriate Government Official, Contracting

Officer's Representative(s), or Contracting Officer shall approve travel.

Contractor shall maintain supporting receipts for all invoices submitted for travel reimbursement. All travel reimbursement is subject to Facilities and

Adminstrative (F&A) cost reimbursement.

PERFORMANCE WORK STATEMENT

Indefinite Delivery/Indefinite Quantity (IDIQ)

Basic Contract Performance Work Statement (PWS)

For

Secretary of the Air Force Office of Business Transformation (SAF/MG) and Deputy Chief

Management Officer (DCMO)

September 2015

FA7014-16-D-XXXX

1.0 DESCRIPTION OF SERVICES

1.1 GENERAL

The purpose of this work statement is to obtain Contractor support to provide a full range of Advisory and

Assistance Services (A&AS) to support the Secretary of the Air Force Office of Business Transformation (SAF/MG) and Deputy Chief Management Officer (DCMO) in managing and improving business operations across the Air

Force. Services and deliverables shall include three (3) A&AS categories: Management and professional services;

Studies, analyses, and evaluations; and Engineering and technical expertise. SAF/MG and DCMO services shall not include inherently governmental functions as discussed in FAR Subpart 7.5, “Inherently Governmental Functions”.

1.1.1 BACKGROUND

SAF/MG’s mission is to produce an effective and efficient Air Force (AF) by 1) ensuring the core function and missions of the AF are optimally aligned to support the joint war fighting mission; 2) establishing performance goals and measures for improving and evaluating overall economy, efficiency, and effectiveness; 3) monitoring and measuring progress towards established goals and objectives; and

4) developing and maintaining an AF-wide strategic plan for business and mission reform of AF business operations. The SAF/MG and DCMO work with the Department of Defense (DoD), Headquarters Air Force (HAF), and Major Command (MAJCOM) senior leaders, executives, their staffs, and other stakeholders to oversee and assist in continuously improving enterprise-level processes, organizational structures and enabling business information technology; developing business strategies, measuring progress and reporting performance outcomes; assisting Air Force functional activities to meet Air Force business goals and objectives; and augmenting organic capacity and experience in continuous process improvement (CPI) methods and tools with industry enterprise level experience.

1.1.2 Scope

The scope of work is for headquarters Air Force and Air Force business area process reengineering, performance improvement, and change management projects but may extend into projects of shared interest across the Air Force and DoD. Projects will be sponsored by a senior Air Force leader (General officer or Senior Executive Service civilian) and endorsed by the AF DCMO. They may range from short duration problem solving to deployment of process changes to major business transformation initiatives that span an extended duration with segmented and charted work for steps or phases.

Expertise will need to range from structured problem solving with root cause analysis to defining process, organizational, and supporting technology (e.g., information systems) to solve the problem (in total or incrementally). The depth of support required for an individual project can range across a collection of skills (from Master Black Belt to data capture experts) and span varied timeframes (weeks to months) for individually chartered projects. Projects will often involve defining information requirements and information technology requirements to acquire enabling capabilities. Work performed under this contract may have associated specialty government or contract support skills assisting in a project, with expectation of complementary action and effective teaming to successfully improve processes and performance within Air Force core mission areas.

In support of this mission, SAF/MG and DCMO require expert services across a range of capabilities.

Capability areas include:

Process improvement mentorship and facilitation using structured problem solving methods (from continual improvement to major business reengineering)

Advanced methods of developing and managing enterprise level and enterprise-wide strategic alignment and deployment

Organizational change management

Project management

Technical and general process modeling and related data capture

Access to leading industry and government subject matter expertise across business core functions on best practices

1.1.3 Objective

The overarching objective of this A&AS support and associated deliverables is to directly support and enable process improvement and strategic transformation initiatives within the Air Force. Individual projects will have specific performance and process improvement objectives identified. Overall, the Air

Force seeks year-over-year productivity improvements in our business processes allowing controls and reduction in cost of business operations and preserving or enhancing investments in mission support.

A&AS and deliverables shall be provided for on-site AF installations, HAF, MAJCOMs and other customers worldwide as required. The contractor shall provide deliverables that require knowledge of federal, state, and/or local regulations and statutes, Air Force and DoD regulations and other documentation. The contractor shall provide deliverables to SAF/MG and DCMO internal operations to ensure quality assurance of its products and services. Service details and deliverables will be specified in individual Task Orders (TOs) and performance of the tasks shall be in accordance with the Services

Summary requirements.

1.2 REQUIRED SERVICES/SUPPORT

1.2.1 Process Reengineering/Improvement Support

1.2.1.1 The contractor shall provide Master Black Belts (MBB) and Black Belts (BB) support in continual improvement methods to facilitate and mentor major initiatives. Methods to be used span Lean Six Sigma, Business

Process Reengineering, Theory of Constraints, and/or other Structure Problem Solving methodologies. Support will be applied individually or as a team to support AF business transformation initiatives, problem solving events, and rapid improvement events. Process reengineering products requiring Information Technology (IT) solutions delivery will be accomplished consistent with the Air Force Services Development and Delivery Process. Compliance with

Air Force Manual (AFMAN) 33-402 Service Development and Delivery Process (SDDP) is mandatory.

1.2.1.2 The contractor shall support chartering and planning for AF business transformation initiatives, facilitating problem solving and improvement events, and assist in development of implementation plans and corrective actions.

1.2.1.3 The contractor shall capture data and co-facilitate all pre-event, event, and post-event work. This includes but is not limited to scheduling meetings and facilities, drafting correspondence, gathering data, documenting process maps using Government owned software (iGrafx), documenting all event work, drafting presentations, and co-facilitating. The contractor shall analyze and report on findings.

1.2.1.4 The contractor shall comply with AFMAN 33-402 SDDP in documenting processes, information requirements, and non-material and material related implementation plans. Associated Tactics, Techniques and

Procedures (TTPs) identified in Section 4.0 Applicable Documents shall be used in conjunction with AFMAN 33-

402.

1.2.1.5 The contractor shall provide training, deliverables, and mentoring support to Air Force personnel pursuing

Green Belt and Black Belt certification levels. The training will focus on instruction of specific methods to mentorship in planning and conducting an improvement event and will be supplemental to formalized Air Force training. Contractor training support may include pre-event training on specific CPI methods for team members involved in reengineering projects. It may also be required for Air Force leaders preparing to sponsor major process reengineering efforts.

1.2.2 Strategy Alignment & Deployment Support

1.2.2.1 The contractor shall provide strategic goal setting mentorship and facilitation consistent with best practices suited for a diverse, global enterprise. The Contractor shall assist in developing and managing strategic goals and initiatives tracking to achieve strategic outcomes for executive level leaders and their teams.

1.2.2.2 The contractor shall advise and facilitate the development of effective performance metrics and measurements in alignment with strategic priorities and performance standards, to include governance methods to assure performance objectives are met.

1.2.3 Project and Change Management Support

1.2.3.1 The contractor shall provide project management support for projects and initiatives to establish and manage project objectives and deliverables, milestones and schedules, and management reviews and reporting. The contractor shall apply expertise in Work Break Down structures and integrated schedule development and management (with resource loading and critical path assessments). Management methods will integrate risk management into execution plans and schedules. Project management methods shall include timely problem-solving and corrective action support when issues are encountered.

1.2.3.2 The contractor shall provide mentorship and facilitate organizational change management. Work may range from helping define and standardize change management practices to assisting in managing organizational change. The contractor shall mentor and advise leaders sponsoring organizational change on their role as a change leader and methods to succeed. The contractor shall assist in managing key stakeholders and affected personnel through change activities (from awareness and acceptance to implemented changes).

1.2.3.3 The contractor shall host, facilitate and orchestrate meetings (from high level AF executive governance meetings to focused tiger team efforts). The contractor shall develop recommended meeting agendas and desired outcomes, administer large meetings, develop presentations, facilitate discussions, and capture minutes and actions items.

1.2.4 Management Tools Support

1.2.4.1 The contractor shall provide process modeling tools and data capture for improvement events and documenting current and future state processes. Products will be compatible with Air Force

Business Enterprise Architecture process documentation. Products will be compatible with iGrafx, Visio, or other process mapping tools defined in individual task orders.

1.2.4.2 The contractor shall assist in developing and maintaining SharePoint sites and dashboards to facilitate transformation management. These tools will be developed for hosting in the military domain.

1.2.4.3 The contractor shall develop templates and references to help standardize and facilitate project management, chartering through execution of process improvement initiatives, organizational change management implementation, and governance of process and performance improvement.

1.2.4.4 The contractor shall use Microsoft (MS) Project© to assist in developing project schedules with resource loading and critical path management.

1.2.5 Optional Surge Support

1.2.5.1 The contractor shall provide surge capacity support of subject matter experts or leading industry or public sector experts to advise on business transformation and specific business transformation initiatives. Expertise can range across business disciplines of corporate governance, business and finance, acquisition management and contracting, supply chain management, maintenance and repair, real property management, human resources management, information technology management, and healthcare management.

1.2.6 Program Management Support

1.2.6.1 The contractor shall provide program management support. This includes the management and oversight of all activities performed by contractor personnel, including subcontractors, to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained in the Performance Work Statement (PWS).

1.2.6.2 Provide a program management capability to manage the indefinite delivery/indefinite quantity

(IDIQ) contract and all awarded Task Orders. The program manager is considered critical to managing the overall performance of the IDIQ contract.

1.2.6.3 Respond to Contracting Officer (CO) or Program Manager (PM) requests in a timely manner as Directed by either.

1.2.6.4 Notify the CO of direction received from Government personnel that the Contractor considers outside the scope of the basic PWS requirements prior to performing the work.

1.2.6.5 Contractor employees shall clearly identify themselves as “Contractors” at all times, in all communications and representations, including in the workplace, at meetings, in conversations, telecommunications, mail, electronic mail (e-mail), and faxes, whether with Government personnel, other Contractor personnel, or with the public.

Contractor personnel shall wear a readily visible badge that clearly identifies them as Contractor employees.

1.2.6.6 Contractor Manpower Reporting Application (CMRA) The contractor shall adhere to

Section 8108 of Public Law 112-10 of the Department of Defense and Full Year Continuing

Appropriations Act, 2011. The contractor shall report ALL labor hours (including subcontractor labor hours) required for performance of services provided under this contract via the secure Contractor

Manpower Reporting Application (CMRA) data collection site. The Contractor is required to completely fill in all required data fields at: http://www.ecmra.mil. Reporting inputs shall be for the labor executed during the period of performance for each Government fiscal year (FY), which runs 1

October through 30 September. While inputs may be reported any time during the FY, all data for the

FY shall be reported not later than 31 October of each calendar year. The Contractor may direct questions to the CMRA help desk.

1.2.6.7 Transition Services

The contractor shall perform transition in and transition out services.

1.2.6.7.1 Transition-In Services

A Transition-In Plan shall be submitted along with the contractor’s written technical Proposal in response to each task order solicitation and shall identify key points of contact (POC) for liaison between the Government, and the prime contractor to ensure an orderly transition. Transition-in services shall occur from start date of awarded task order and the duration of the transition-in period shall not exceed 60 days after the contract start date. Throughout the transition period the Contractor shall assume responsibility for all services required for contract performance. The Contractor shall work closely with the transitioning-out contractor (until the transitioning-out contractor’s task order expires), Projects Leads, Government Program Manager and the COR to ensure uninterrupted contract support.

1.2.6.7.2 Transition-Out Services

The Contractor’s firm may be succeeded by a different firm at the end of the task order’s period of performance. The transition-out period shall begin 60 days before the end of the period of performance.

Ninety (90) days prior to task order expiration date, the contractor shall submit a transition-out plan that includes the details and status of all active Task Orders

1.2.6.8 In-Progress Reviews (IPRs)

The contractor shall support monthly status reviews to SAF/MG on contract performance and the status and progress of initiatives. The method of presentation shall be in the contractor’s management plan.

The objectives of these reviews are to track progress of the project, present ideas for improvement, and identify and resolve issues.

1.2.6.8.1 Program Management Reviews (PMR). Attend scheduled PMRs, as notified by the Government. The

CO, PM, and other Government personnel, as appropriate, will meet periodically with the Contractor to review performance. PMRs will be held at least annually. The first year the Government reserves the right to conduct PMRs semi-annually. When possible/appropriate, the Government will conduct PMRs in coordination with scheduled

IPRs. PMRs will cover status and feedback on performance measures, Contractor performance, and any significant events. PMRs are intended to serve as an opportunity for open and frank discussions on the current status of the contract and applicable TOs. The Government will provide advance copies of PMR agendas, seeking Contractor input/discussion items, and will provide meeting minutes for Contractor review and approval prior to making them official. The Contractor shall provide written notice to the PM and COR identifying any areas of non-concurrence.

1.3 HUMAN RESOURCE MANAGEMENT. The Contractor shall:

1.3.1 Personnel Qualifications. Provide qualified personnel at TO start that meet or exceed the stated Knowledge, Skills, and Abilities (KSA) qualification requirements.

Labor Category Qualifications and Experience:

The following list of qualifications generally reflects the minimum personnel requirements associated with the Advisory and Assistance Service (A&AS) activities in this contract. In rare circumstances, education and/or experience requirements may be waived by the Contracting Officer if the individual has an extraordinary background or uniquely applicable experience or highly specialized knowledge.

Program Manager Serves as the contractor's contract manager, and shall be the contractor's authorized interface with the Government Contracting Officer (CO), the Contracting Officer's

Representative (COR), government management personnel and customer agency representatives.

Responsible for formulating and enforcing work standards, assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel and communicating policies, purposes, and goals of the organization to subordinates. Shall be responsible for the overall management of the contract performance and shall not serve in any other capacity. The program manager shall also ensure that quality work is completed on schedule and within the allocated budget.

The program manager shall have, as a minimum, the following qualifications:

a. Bachelor’s degree or higher from an accredited institution.

b. Relevant experience managing diverse, technical support teams for a minimum of 3 years or

c. A minimum of 3 years Program Management experience, with a minimum of three years’ experience in A&AS program management.

Consultant Senior

Education/Experience: Progressive management experience, including extensive supervisory and project management experience. Applies to Master Black Belt level mentorship and event sponsorship with professional/educational level public certification required. Experience across diverse methods (e.g., Lean, Six Sigma, Business Process Reengineering, and Theory of Constraints) and corporate-wide process improvement experience. Provide mentoring for senior executive personnel (i.e. C-suite equivalent to CEO, CFO and CIO).

Functional Responsibility: The Senior Consultant is a recognized authority across multiple areas of expertise. The Senior Consultant provides leadership at the highest technical, programmatic, and organizational levels for teams to accomplish customer-sponsored projects, including new program development. Leadership comprises problem definition, identification of avenues of approach, identification of applicable resources, and execution of tasks within the project. Senior Consultants can advise at the equivalent of very senior level corporate enterprise leadership. Senior Consultant level applies to Master Black Belt level mentorship and facilitation support to major, complex enterprise initiatives as well as guiding contractor Black Belt level facilitators. Complex initiatives include mentoring strategy alignment and deployment to achieve goals and outcomes across a diverse global enterprise.

Minimum Years of Experience:

Level Ph.D. Master’s Degree Bachelor’s

Degree

Associate

Degree

4 10 12 14 16

3 5 7 9 11

2 3 5 7 9

1 1 3 5 7

Consultant 1, 2, 3,4

Education/ Experience: Relevant experience, including supervisory and project management experience. Consultant 1 applies to Green Belt level process improvement facilitation with equivalent professional/educational level public certification required with at least one year of facilitation support experience. Consultant 2 applies to Black Belt level process improvement facilitation with equivalent professional/educational level public certification required with less than two years of facilitation support experience. Consultant 3 applies to Black Belt level process improvement facilitation with equivalent professional/educational level public certification. Two years minimum experience at the

Black Belt level required. Consultant 4 applies to Master Black Belt level process improvement facilitation but lacking progressive and extensive management and supervisory experience and corporate-wide process improvement experience.

Functional Responsibility: The Consultant is a recognized authority across multiple areas of expertise. Consultant provides leadership at a high technical and programmatic level for teams to accomplish customer sponsored projects, including new program development. Leadership comprises problem definition, identification of avenues of approach, identification of applicable resources, and execution of tasks within the project. Consultant Level 1 Green Belt facilitators will be capable of facilitating fact-based, systematic approach to problem-solving initiatives for lower complexity projects independently, or alternatively, for more complex initiatives but under the mentorship of a Black Belt. Consultant Level Black Belt facilitators will be capable of mentorship and facilitation of moderate to highly complex problem-solving using diverse methods and tools.

Focus of Black Belt facilitators will be high impact improvement initiatives with a focus on achieving needed customer outcomes.

Minimum Years of Experience:

Level Ph.D. Master’s Degree Bachelor’s

Degree

Associate

Degree

4 8 10 12 14

3 5 7 9 11

2 3 5 7 9

1 1 3 5 7

Subject Matter Expert 1

Education/Experience: Master's degree in an associated technical or line of business discipline or the equivalent years in experience. In rare circumstances, education and/or experience requirements may be decreased or waived if the individual has an extraordinary educational background or uniquely applicable experience or highly specialized knowledge. Over ten years of progressive experience in high-level technical and organizational support services.

Functional Responsibility: Conducts technical research used in the areas of strategic planning services, decision support services, education and training development, and organizational performance support.

Subject Matter Expert 2

Education/Experience: Master's degree in an associated technical or line of business discipline or the equivalent years in experience. In rare circumstances, education and/or experience requirements may be decreased or waived if the individual has an extraordinary educational background or uniquely applicable experience or highly specialized knowledge. Over thirteen years of progressive experience in high-level technical and organizational support services.

Functional Responsibility: Performs multiple complex projects in the areas of strategic planning services, decision support services, education and training development, and organizational performance support.

Subject Matter Expert 3

Education/Experience: Master's degree in an associated technical or line of business discipline or the equivalent years in experience. In rare circumstances, education and/or experience requirements may be decreased or waived if the individual has an extraordinary educational background or uniquely applicable experience or highly specialized knowledge. Over eighteen years of progressive experience in high-level technical and organizational support services.

Functional Responsibility: Develops and applies advanced techniques for business process reengineering, strategic planning services, decision support services, education and training development, and organizational performance support.

Info Analyst

Education/Experience: Relevant experience related to performance of analysis of programs and information system schemes.

Functional Responsibility: The Information/Functional Analyst will perform qualitative and quantitative analysis of complex programs and information system schemes. The Senior

Information/Functional Analyst analyzes functional specifications to determine information and process flows, develops program logic and evaluates performance measures in support of complex implementation efforts.

Minimum Years of Experience

Level Master’s Degree Bachelor’s

Degree

Associate

Degree

High School

3 2 4 6 8

2 1 3 5 7

1 0 2 4 6

Project Manager

Education/Experience: Bachelor's degree. A minimum of four years of general project management experience. Experience substitutions are as follows: a bachelor's degree may be substituted with an additional 4 years of experience, a master’s degree is equivalent to two years of experience and a doctoral degree is equivalent to 4 years of experience.

Functional Responsibility: Monitors each task and keeps the Air Force Program Manager abreast of all problems and accomplishments. Anticipates problems, and works to mitigate the anticipated problems. As a team or project leader, provides technical direction for the complete project effort. As a staff specialist or consultant, resolves unique and unyielding systems problems using new technology.

Ability to develop and manage integrated tasks within estimated timeframes and budget constraints.

Schedules and assigns duties to subordinates. Interacts and reports effectively in writing and orally to contractor management and government management, including the government-contracting officer.

MS SharePoint Specialist

Education/Experience: A bachelor's degree is desired. At least three years of experience in MS

SharePoint design, configuration, and implementation.

Functional Responsibility: Develop and maintain SharePoint pages for collaborative work across a diverse set of organizations and stakeholders to gather, document, and understand business requirements then translate them into high-quality, enterprise-ready solutions. The position requires the candidate to apply experience in all aspects of SharePoint implementations including custom development, site administration, installation and architecture. Additionally, the position may require developing SQL

Server databases as part of solutions. Responsibilities involve frequent interaction with other team members as well as other customers and stakeholders. This position performs periodic assessments pertinent to changing program requirements to keep SharePoint sites current and user friendly, develops alternatives and recommendations. The ideal candidate must apply strong interpersonal and communication skills.

Senior Webpage/Multi-media Specialist

Education/Experience: A bachelor's degree is required. An equivalent and appropriate combination of education and experience may be substituted for the degree or years of experience. At least three years of experience in web page or multimedia design, development, or implementation. Experience substitutions are as follows: a bachelor's degree may be substituted with an additional 4 years of experience, a master’s degree is equivalent to two years of experience and a doctoral degree is equivalent to 4 years of experience.

Functional Responsibility: Provides specialized support of assigned web pages and/or related web-based information pages. Provides technical knowledge and expertise regarding web page layouts and design, and performs periodic assessments pertinent to changing program requirements to keep web pages current and user friendly, develops alternatives and recommendations. Work requires working closely with multiple personnel/organizat ions in posting documents on-line and keeping them current.

1.3.2 Personnel Maintenance. Maintain minimal personnel turnover throughout the life of the TO. Ensure continuation of services during personnel absences due to sickness, leave, and voluntary or involuntary termination from employment such that impact to the Government is minimal. Once a Contractor knows that an employee is leaving and will no longer support a task, the Contractor shall provide written documentation to the CO and

Contracting Officer Representative (COR) within three (3) business days of the employee advising the Contractor of his/her intent to leave. This written notification shall include the date and time the position will be vacant, the reason the employee will no longer work on the task, anticipated replacement date, and what management corrective action will be taken to ensure task mission completion.

1.3.3 Replacement/Substitution. Prior to replacing/substituting key personnel performing at the IDIQ level or Task Order level under this contract, the Contractor shall provide a sufficiently detailed qualification summary/resume of proposed key personnel for Government review. The Government may also request review of qualification summaries/resumes on proposed personnel replacing or substituting for non-key positions. This paragraph shall also apply when, at or prior to the start of TO performance, the Contractor provides any personnel for work who were not part of or who replace any personnel submitted and evaluated as part of a TO proposal.

1.3.4 Removal of Personnel at Government Request. The Government may request removal

(permanent or temporary) of personnel on a TO for security, safety or health reasons, upon discovery of fraudulent resume documentation, or when Contractor personnel behave in an unprofessional manner that would be considered unacceptable by a reasonable person. The Contractor shall provide a sufficiently detailed qualification summary/resume of proposed personnel for Government review prior to replacing/substituting personnel under these circumstances.

1.4 DELIVERABLES MANAGEMENT. The Contractor shall provide deliverables as specified in the IDIQ contract and all Task Orders. If a deliverable due date falls on a weekend or holiday, the Contractor shall submit the deliverable on the last working day prior to the due date.

1.4.1 Deliverables: The contractor shall provide task-specific reports, informal analyses, papers, opinions, databases, briefings, etc. generated on an as-required (ad-hoc) basis during the performance of this contract and other deliverables as detailed in the IDIQ PWS and all Task Order PWSs.

1.4.2 Project Management Plan (PMP): The contractor shall develop and maintain throughout the contract period of performance, a Project Management Plan (PMP) with integrated master schedule that shall be used as a foundation for information and resource management planning. The contractor shall deliver the initial PMP to the Government within 15 working days after contract award.

The PMP shall include, but not be limited to, the following:

Status of current and planned tasks and subtasks

Base schedule overlaid with actual schedules, for each task

Project Organization

Project Transition Processes and Schedule

Work Breakdown Structure (WBS)

Process Management and Control

Overall Organizational Structure

Project Responsibilities to include process flowcharts for all major tasks

Task dependencies and interrelationships

Contractor personnel assignments and duration (Staffing Plan)

Updated Deliverable Schedule (based on solution)

Deliverables (draft, interim, final, etc.), Contingency Plans (where appropriate), Contractor travel information

Quality Control plan

Risk Management plan

Subcontract Management (organization of personnel, software and hardware)

Monitoring mechanisms including Program Metrics

Automated Tools, Techniques, and Methods

The contractor shall keep the PMP and integrated master schedule up-to-date, keep it accessible electronically at any time, and be prepared to brief any PMP content to the Government at short notice

(within 24 hours). The PMP shall be used as a foundation for the Monthly Status Report.

1.4.3 Monthly Status Report (MSR):

The contractor shall provide one written Monthly Status Report (MSR) to the COR and Program

Manager in electronic format for all task orders issued by the close of business (COB) of the 10 th workday after the month of service, documenting task order services provided, issues, and progress. The report will detail contractor activities during the reporting month and plans for the following two months. The report will include a summary of work performed and deliverables completed, current or projected problems and issues and their resolution, an explanation of deviations from the previous month’s projections, and any recommendations related to the effort. The report shall detail travel for the month of service. The report shall analyze the current task orders and provide task order accounting information.

1.4.4 Problem Notification Reports The contractor shall file a Problem Notification Report (PNR) to notify the Government of schedule delays, assumptions upon which tasks were based, and any all other perceived contractual issues. The PNR shall include a plan detailing the proposed resolution. The contractor shall file the PNR as soon as possible, but no later than two business days after the contractor’s discovery of the issue(s).

The IDIQ deliverable requirements are as follows:

Table 1. IDIQ Deliverables

Deliverable PWS Reference Deliver To Due Date

Project Management

Plan

1.4.2 The contractor shall

deliver all IDIQ deliverables to the COR by email

15 work days after contract award and monthly thereafter to be delivered with the

MSR.

Monthly Status Report

(MSR) to include all projects on all task orders

1.4.3 The contractor shall

deliver all IDIQ deliverables to the COR by email

Close of business

(COB) of the 10 th workday after the month of service

Problem Notification

Reports for all task orders

1.4.4 The contractor shall

deliver all IDIQ deliverables to the COR by email

No later than two business days after the contractor’s discovery of the issue(s)

Transition-In Plan for

IDIQ and TO

0001future Task Orders

1.2.6.7.1 CO At proposal submission

in Technical Volume

Transition-Out Plan for all active task orders

1.2.6.7.2 The contractor shall

deliver all IDIQ deliverables to the COR and CO by email

Ninety (90) days prior to contract expiration

Deliverables/Ad-Hoc

Reports for all task orders

1.4.1 Gov. Program Manager, COR, Project Lead via

electronic format

As required

Quality Control Plan 1.6.2 CO, Gov. Program

Manager, COR by electronic format and hard copy at Contract

Kick- Off

At Contract Kick-Off

Meeting

Non-Disclosure

Agreements

1.10.2 COR Prior to starting any

work on this contract

Submit Task Order

Proposals within five

(5) working days of

Request for Proposal.

1.5.5 Contracting Officer and

Contracting Specialist

Within five (5) working days of Request for

Proposal.

1.5 TASK ORDER REQUIREMENTS

1.5.1 Travel Reimbursement. Contractor personnel may be required to travel to both CONUS and OCONUS locations in support of tasks listed in TO PWSs. It is the responsibility of the contractor to have the necessary credentials prior to traveling.

1.5.1.1 Government will limit reimbursement of costs. Travel costs shall be based on estimated costs per FAR

31.205-46. All trips shall be in accordance with regulatory requirements. All travel and associated estimated costs shall be coordinated and pre-approved in writing by the Government COR prior to any trips. A Contractor must be able to provide receipts for associated travel expenses being reimbursed by the Government. Contractors shall bill and will be reimbursed at the Contractor’s cost less any applicable discounts, plus handling costs, if any.

1.5.1.2 The government may require the contractor to perform work duties at the Pentagon or Andrews

AFB. Travel from Contractor Facilities to Government Facilities at the Pentagon and/or Andrews AFB is considered a cost of doing business.

1.5.2 Legal Holidays. The following Federal holidays are observed under this contract:

(b) The following days are contract holidays:

Holidays Dates

New Year's Day 01 January

Martin Luther King's Day Third Monday in January

President's Day Third Monday in February

Memorial Day Last Monday in May

Independence Day 04 July

Labor Day First Monday in September

Columbus Day Second Monday in October

Veteran's Day 11 November

Thanksgiving Day Fourth Thursday in November

Christmas Day 25 December

Inauguration Day (National Capitol Region (NCR) only)

1.5.2 Weather. In events such as a base shutdown due to severe weather or security issues

(ex/September 11, 2001), IAW FAR Clause 52.249-14, Excusable Delays, in Section I of the contract, the Contractor will work with the Government to determine payment terms and any payments will be subject to CO approval. In all cases, if Government personnel are not available in the building/location of work to oversee Contractor activities, Contractor personnel shall leave the premises.

1.5.3 Place of Performance. The Place of Performance will be as specified in individual Task Orders.

Work will primarily take place at the contractor’s location with support as required to initiative teams at locations specified by the Air Force, which may include OCONUS locations, but principally in the

National Capital Region. The infrastructure in place at the contractor site must adequately support daily interaction with Government project leads and team members via telephone or network communication protocols.

All classified work, shall be performed at either a cleared Government-controlled facility or a cleared

Contractor facility in accordance with the DD Form 254, Department of Defense Contract Security

Classification Specification. Some work may be performed at Air Force Headquarters at the Pentagon and Andrews Air Force Base, and all Air Force bases in the United States and internationally.

1.5.4 Kick-Off Meetings. The Contractor shall attend all kick-off meetings with the customer representative, COR, Contract Specialist, and the CO responsible for award and administration of the

Task Order. All kick-off meetings will occur within 5 working days of TO award, or sooner as dictated by the Task Order requirement.

1.5.5 Task Order Proposals. All Task Order Proposals will be due within five (5) working days of

Request for Proposal.

1.6 QUALITY

1.6.1 Quality Control. The Contractor shall develop, implement, and maintain a comprehensive inspection system that assures compliance with all requirements of this contract and its associated Task

Orders IAW FAR Part 46, Quality Assurance.

1.6.2 Quality Control Plan (QCP). The Contractor shall submit a QCP along with the contractor’s proposal in response to the basic IDIQ contract solicitation that demonstrates how the Contractor shall maintain an inspection system acceptable to the Government covering the services under this contract.

The QCP shall demonstrate the Contractor’s documented processes and procedures to monitor and control:

• Objectives in Services Summary (Table 1)

• Subcontractor relationships

• Contractor and subcontractor invoicing

• Non-conformances (Paragraph 1.8.3.2-1.8.3.4)

1.6.3 Performance Evaluation. Contractor performance is subject to Government COR surveillance to ensure PWS compliance. The Contractor shall comply with the following:

1.6.4 Access. The Contractor shall permit the CO or authorized representative access to all work areas, records, and data used in the performance of the contracted services. The Contractor shall provide support, and not interfere with the CO, CORs, state, federal, and other designated personnel in the performance of their official duties.