Attachment 5_DRAFT Scope and Ordering Guide.docx

Air Force Strategic Transformation Support (AFSTS) Formerly Business Transformation (BT) Indefinite Delivery / Indefinite Quantity (IDIQ) Contract

AT

PENTAGON, WASHINGTON DC

AND

VARIOUS CONUS LOCATIONS

9 JANUAARY 2020

VERSION 4

DRAFT

SCOPE AND ORDERING GUIDE

Table of Contents

When setting up your Section II please use make your task description name “Heading 2” in the style section. This will update the Table of Contents automatically. If unsure, the AFDW/PK PM Branch will assist.

SECTION I

1.0 DESCRIPTION OF SERVICES

1.1 Purpose. The purpose of this IDIQ is to obtain Contractor support to provide Advisory and Assistance Services (A&AS) to support the Deputy Assistant Secretary of the Air Force Office of Business Transformation (SAF/MG) and Deputy Chief Management Officer (DCMO) in managing and improving Strategic Transformation Initiatives at the enterprise level. Services shall not include inherently governmental functions as discussed in FAR Subpart 7.5, “Inherently Governmental Functions”.

1.2 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.

SECTION II

2.0 IDIQ SCOPE

2.1 Scope. Services and deliverables include three (3) Advisory and Assistance (A&AS) categories: Management and professional services; and studies, research, analyses, and evaluations expertise. The Contractor shall provide all services, materials, supplies, equipment, and project supervision, as required in connection with any task orders awarded using AFSTS IDIQ. The primary NAICS for this IDIQ is: 541611 Administrative Management and General Management Consulting Services. This is NOT an Information Technology (IT) contract; however, IT services, tools, and prototypes may be used/developed as long as it is necessary to provide a total transformational solution to meet agency needs.

For the purpose of this IDIQ, “Transformation” means the process of fundamentally changing the systems, processes, people and/or technology across a whole enterprise (entity), to achieve measurable improvements in efficiency, effectiveness and stakeholder satisfaction.

Task orders issued on the AFSTS IDIQ cover services that are: commercial; classified (up to Top Secret) and unclassified; and performance shall be CONUS (OCONUS travel is authorized).

Contract Type: Task orders can be Firm Fixed Price (FFP) or Firm Fixed Price Level of Effort (FFP-LOE)

Advisory and Assistance & Professional Services The services requested and expected on this IDIQ are professional in nature. While the Government will not dictate the labor categories required to provide a desired outcome, the education and/or experience proposed for task orders shall be commensurate with that of A&AS and Professional Services (29 CFR 541). The following FAR Definitions from FAR 2.101 apply:

“Advisory and assistance services” means those services provided under contract by nongovernmental sources to support or improve: organizational policy development; decision-making; management and administration; program and/or project management and administration; or R&D activities. It can also mean the furnishing of professional advice or assistance rendered to improve the effectiveness of Federal management processes or procedures (including those of an engineering and technical nature). In rendering the foregoing services, outputs may take the form of information, advice, opinions, alternatives, analyses, evaluations, recommendations, training and the day-to-day aid of support personnel needed for the successful performance of ongoing Federal operations. All advisory and assistance services are classified in one of the following definitional subdivisions:

a. (1) Management and professional support services, i.e., contractual services that provide assistance, advice or training for the efficient and effective management and operation of organizations, activities (including management and support services for R&D activities), or systems. These services are normally closely related to the basic responsibilities and mission of the agency originating the requirement for the acquisition of services by contract. Included are efforts that support or contribute to improved organization of program management, logistics management, project monitoring and reporting, data collection, budgeting, accounting, performance auditing, and administrative technical support for conferences and training programs.

b. (2) Studies, analyses and evaluations, i.e., contracted services that provide organized, analytical assessments/evaluations in support of policy development, decision-making, management, or administration. Included are studies in support of R&D activities. Also included are acquisitions of models, methodologies, and related software supporting studies, analyses or evaluations.”

2.2 Tier Definitions. AFSTS consists of two (2) tiers covering differing levels of qualifications for each; separated by level of complexity value, structure and definition of problems for the applicable mission partner. Offerors cannot propose as Prime and Sub in the same or both tiers. Offerors cannot perform as Prime and Sub in the same or both tiers. No exceptions.

Tier 1 Corporate experience successfully performing studies, research and analysis and developing transformational strategies for Fortune 1-100 companies and experience advising C-suite executives and large organizations through highly complex, undefined, and unstructured problems and;

Corporate experience successfully assisting the Air Force (or other federal entity of similar scope and complexity) and advising senior leaders through developing transformational strategies; translating and incorporating commercial best practices through highly complex, undefined, and unstructured problems

For the purpose of Tier 1, the term “highly complex, undefined, and unstructured problems” means the problems faced in this tier of effort are usually large in scale with little context or definition provided. The challenges are applicable to the Air Force and usually to the Department of Defense (DoD) enterprise, if not the federal Government as a whole (e.g. Category Management). The request comes from senior levels of the Air Force, require engagement across multiple stakeholder communities (internal and external to the Air Force and/or DoD), and usually have political or statutory impacts. There are (potentially) no existing best practices in Government to leverage.

Tier 2 Corporate experience successfully performing studies, research and analysis and developing transformational strategies and implementation plans for Fortune 1-300 companies and experience advising C-suite executives and large organizations through moderate to complex problems and;

Corporate experience successfully assisting the AF (or other federal entity of similar scope and complexity) and advising senior leaders through developing transformational strategies and implementation plans; translating and incorporating commercial best practices through moderate to complex problems

For the purpose of Tier 2, the term moderate to complex problems” means the requirements of this tier are complex, but are usually understood with a goal defined. The scope may involve stakeholders internal and external to the Air Force but are usually limited to the requiring organization within the Air Force. The challenges are not political and have no statutory impact. The coordination and collaboration effort needed to resolve the problem is less challenging and requires less time to complete.

2.3 Responsibilities:

Contracting Officer (CO)

The CO is responsible for the award, administration, and management of the AFSTS IDIQ and any solicitations, source selections, task orders and task order modification modifications utilizing the AFSTS IDIQ

- Monitoring and evaluating performance of each primary contractors

- Conducting meetings with prime contractors as scheduled and/or necessary

- Providing advice and guidance to appointed Contracting Officer Representative (CORs), Senior leaders, and AFSTS primary contract holders regarding all AFSTS related matters

- Appointing and terminating all CORs utilizing AFSTSS

- Providing contract specific training to all appointed CORs

- Ensure Contractor Performance Assessment Reporting Systems (CPARS) completed as required -Ensure quarterly Program Management Reviews (PMR) are completed with primary contractors

SAF/MG COR/Program Manager (PM)

The SAF/MG COR/PM is responsible for the overall AFSTS program

- Ensuring all AFSTS requests forms are properly completed at the appropriate level and sent to the appropriate approval authority within SAF/MG

- Ensuring all requesting agencies have identified a COR and provided list of required training that shall be completed prior to award of any task order

- Ensure all requirement documents are completed prior to submission to the CO

- Ensure annual CPARS reports are completed for each primary contractor annually and by all required task order CORs

- If no CPARS is required due to dollar threshold; ensure CPARS form completed by COR prior to task order closeout

- Ensure COR reports, invoices, and running balance sheets are uploaded into SPM monthly for each task order COR

- Ensure CORs with task orders 12 months or longer have quarterly PMRs

Task Order CORs:

-Ensure training is up to date

- Ensure COR reports, invoices, running balance sheets are uploaded in JAM monthly

- Monitor contractor performance using develop Quality Assurance Surveillance Plan (QASP)

- Keep up-to-date copy of the Performance Work Statement (PWS) to ensure compliance

- Elevate issues to the SAF/COR or AFSTSS/CO when issues cannot be resolved at lowest level

- Approve invoices; if invoice approval is with the Resource Advisor (RA) ensure invoices are reviewed by the COR for consistency

- Approve Common Access Card request (if applicable)

- Approve DD254 (Security Requirements); if applicable

- Assist with task order closeout

- Conduct quarterly PMR if task order 12 months or longer

- Complete CPARS if task order over $1M; if not, complete CPARS form and turn-in to SAF/MG COR at the end of task order performance *CORs within agencies outside of the Air Force – process MIPRs, draft any MOUs or D&Fs to use AFSTSS.

Contracting Officer Representative Training and System Access Requirements can be found in Appendix 2.

TOPR Evaluators:

Sign Non-Disclosure Agreement Sign Conflict of Interest Statement Review AFSTS training slides Evaluate proposals IWA established evaluation criteria

Vendors (IDIQ level):

Shall provide point of contact information for the following:

Scope Determination Request Contract Specific Issues/Awards/Modifications Task Order Proposal Request Inquiries Executive Leadership Engagement/Inquiries Ask Me Anything Sessions Adhere to the proposal procedures for AFSTS Update POC information with AFDW/PKS and SAF/MG Report any issues to SAF/MG COR and Contracting Officer (as required) Attend IDIQ level Program Management Reviews (PMR) Provide Monthly Status Reports (MSR)

SECTION III

3.0 DESCRIPTION OF TASKS

3.0 Tasks. Task orders issued on this IDIQ will focus on strategic level transformation strategy and implementation advisory and assistance tasks only. The scope also allows ancillary services and costs necessary to complete a total strategic consulting, advisory & assistance solution through a transformational objective. Transformational tasks include but are not limited to:

Attachment 1

FA5000‐XX-X-XXXX

FA701420DXXXX

· Strategic Development and Planning

· Improve Operational effectiveness and performance

· Enable enterprise-wide reform

· Create and sustain data-driven decision making

· Support broader digital transformation

· Build organizational success through redesign

· Enterprise Risk Management

· Process modeling and related data capture

· Crisis Response

· Enable Data driven decision making

· Program Action Directive (PAD) and Program Plan (PPlan) Development

· Cultural transformation

· Digital transformation

· Organizational Design

· Strategic Planning

· Data analytics

· Governance

· Enterprise Architecture

· Change Management

· Strategic communication

· Design thinking

· Cyber transformation

· Knowledge management

· Prototype Development (ancillary only)

SECTION IV.

4.0 ORDERING GUIDE

4.1 Who is this Ordering Guide written for? This short guide is written for the users of and contractors on the AFSTS Projects contract. It explains the process that will be used when awarding each task order. The Guide addresses contracting processes and concepts specific to the AFSTS IDIQ, please contact AFDW/PKS, Air Force District of Washington Contracting, SAF Enterprise Support Division with applicable questions.

4.2 Restrictions and minimums associated with task orders

Competition and Exception to Fair Opportunity This is a centralized multi-award IDIQ. There are no minimum task order or dollar requirements (with the exception of the required initial task order at IDIQ award). Task orders will primarily be competitive (see section 4.8 for evaluation criteria). At the Governments sole discretion, without notification, or written justification & approval, task orders can be awarded based on exception to fair opportunity. In accordance with FAR 16.505(b)(2)(i)(C), if a task order is a follow-on or continuation of a previously competed task order, then award will be given to the previously awarded vendor. **Vendors that utilize small businesses and non-traditional small businesses to the maximum extent practicable may be the preferred vendor when an exception to fair opportunity is contemplated.**

4.3 Who can use this IDIQ?

All task order request shall be made through and approved by SAF/MG prior to submission to AFDW/PKS for solicitation and award. See the approval matrix (Table 1) below:

Approval Matrix (Table 1)

***The request office and approval levels are a permanent requirement. No delegations. No exceptions.***

Number of Vendors per Tier Tier 1 shall have no more than three (3) vendors. Tier 2 shall have no more than seven (7) vendors with two (2) set-aside for small businesses. These maximums are subject to change based on the best interest of the Government.

Off Ramping

Off Ramping Awarded AFSTS vendors are only allowed to declare a “no bid” two (2) consecutive times OR no more than three (3) times annually (per ordering period year). Whichever threshold is met first, the vendor will be off ramped (removed) as an AFSTS IDIQ vendor and will no longer be able to propose on future TOPRs.

Applies to Extended and Standard TOPR procedures only; DOES NOT apply to Expedited TOPR procedures (see section 4.5 for TOPR procedures)

**If the Government does not receive responses to an expedited TOPR, the Government shall execute an exception to fair opportunity to an AFSTS vendor at its sole dissection**

Awarded AFSTS vendors are only allowed to receive two (2) marginal technical proposal ratings during the five (5) year ordering period. After receipt of the second marginal technical rating, the vendor will be off ramped (removed) as an AFSTS IDIQ vendor and will no longer be able to propose on future task order requests.

Awarded AFSTS vendors that provide poor performance will be off ramped (removed) as an AFSTS IDIQ vendor and will no longer be able to propose on future task order request. Poor performance includes: missing milestones and deadlines, not performing IAW vendor’s proposal, misconduct of employees, and poor quality of deliverables. Poor performance determinations are at the sole discretion of the Government.

**Any notices of removal will be provided in writing to the vendor from the Contracting Officer**

4.4 Scope determination & Request for Information (RFI)

Potential mission partners can submit a request for scope determination and/or RFI for market research purposes to AFDW/PKS.

A scope determination request will require a draft statement of objectives. The Contracting office will provide a response to scope determination requests no later than five (5) business days. If the scope determination requires input from the vendors, the request will take up to ten (10) business days.

RFI’s can be no more than 10 questions and the responses from the IDIQ vendors will be no longer than two (2) pages.

4.5 AFSTS Task Order Proposal Request (TOPR) ordering procedures

(FOR GOVERNMENT PERSONNEL)

1. Complete the project request form (see template Appendix 10.1- Attachments)

a. Mission partners require a trained COR (see 2.3-Responsibilities for list of required training and system access requirements)

b. Submit complete requirement package

i. Statement of Objectives (see template Appendix 10.1- Attachments)

ii. Certified Funding (Form 9, MIPR if outside Air Force)

1. Planning PR is acceptable for EOY actions

iii. Signed Source Selection NDA (see appendix 10.1-Attachments)

iv. Signed conflict of interest (see appendix 10.1-1-Attachments)

v. Independent Government Estimate (see appendix 10.1- Attachments)

2. The requiring office submits an official request for SAF/MG support. For further information regarding the request for project support and to submit a support request please contact SAF/MG at usaf.pentagon.saf-mg.mbx.mgm-workflow@mail.mil or use the following site for support requests: https://cs2.eis.af.mil/sites/10944/contractcourt/projectsupport/_layouts/15/start.aspx#/.

3. Appropriate office within SAF/MG approves the request (see table 1 for approval matrix).

4. SAF/MG COR provides the completed package to AFDW/PKS for review

5. AFDW/PKS confirms all required documents are complete, provides any feedback and comments (if required)

6. AFDW/PKS sends the applicable Tier the requirement package (minus the IGE) and sets up the Ask Me Anything (AMA) session

7. Vendors have one (1) calendar day to review TOPR and submit questions NLT 5:00PM Eastern Time the same day. The Government will review the questions one (1) day prior to the AMA to prepare for the session. The requiring office shall make themselves available for the AMA. SAF/MG nor AFDW/PKS is responsible for AMA sessions. If the requiring office is not available, the request will be cancelled and a new request will need to be submitted.

8. After AMA session, the requiring office in conjunction with AFDW/PKS will make any changes to the TOPR and AFDW/PKS releases the TOPR to the applicable Tier

9. Depending on the approved request form, vendors have the following timelines to provide a proposal package:

* Exact number of days will be indicated in each task order proposal request

10. Vendors respond with technical proposal including a Pricing, Technical solution (PWS), Staffing Matrix (see appendix 2), and SB utilization plan (see appendix 2).

11. The Government requiring office has five (5) business days to evaluate proposals submitted by the vendors and respond to AFDW/PKS via the evaluation worksheets (see appendix 2) with recommendations using the established evaluation criteria.

a. Deviation from the established evaluation criteria will cause delays in the acquisition process. Unsubstantiated ratings will be returned to evaluators for re-write. The Contracting officer will remain the decision authority on all task orders unless a formal request is made to change the decision authority.

12. Actual start of work is based on the defined period of performance, but a minimum of five (5) business days is recommended to allow coordination for a task order initiation meeting and the contractor finalizing and ensuring availability of personnel.

4.6 AFSTS evaluation task order proposal request and evaluation procedures (FOR VENDORS)

1. AFDW/PKS provides the applicable Tier Vendors with TOPR package. The Contracting office will schedule the AMA the same day as the TOPR package is released.

2. Vendors have one (1) business day to review the package and submit questions NLT 5:00PM Eastern Time the same day

3. Vendors shall identity if any questions are strategy specific. If any questions are deemed specific to a vendor’s strategy, a follow-up call will be made to answer those questions only. All other questions will be answered openly during the AMA. The requesting company will not be revealed during the AMA.

a. The Contracting officer is the only individual that will deem a question strategy specific. If the question is deemed non-strategy specific by the CO, the CO will provide that response to the vendor prior to the AMA. The vendor has the option to either withdraw the question or have the question submitted for response during the AMA.

4. Any changes made to the TOPR as a result of the AMA will be incorporated and a new TOPR package will be sent the same day. The TOPR timeline starts when the TOPR is sent. TOPR response time depends on the process selected by the mission partner.

5. Depending on the procedure selected, vendors have the following timelines to provide a proposal package:

* Exact number of days will be indicated in each task order proposal request

6. Vendors respond with technical proposal including Pricing, Technical solution (PWS), Staffing Matrix with actual hire information (key personnel only), and SB utilization plan (see appendix 10.1-Attahments).

7. All written submittals shall be on 8 ½ x 11 paper with 1 inch margins. Font shall be no smaller than 12pt with no smaller than 6pt under graphics, pictures, charts, etc. The proposal will provide the vendor’s solution in the form of a performance work statement which will include milestones (timeline) and deliverables. The proposal will also provide any assumptions. Pricing will be either an overall priced FFP or FFP-LOE CLIN with a narrative package which will include all labor, travel, materials, tools, etc. to complete the project. Do not include a breakdown of cost elements in your narrative

8. For any oral presentation requests, only the technical solution will be provided via PowerPoint slides. All other elements will still be written.

a. In an Exception to Fair Opportunity situation, the Government will require Other than Cost or Pricing Data to determine the price Fair and Reasonable. This may include but is not limited to recent contracts for similar services

9. Each vendor must also provide an Excel Spreadsheet with each employee’s name and security clearance that will be working each individual task order with its proposal (if applicable). Once awarded clearance verification will be required.

10. The Contract officer will notify the awardee and non-awardees in writing via the evaluation form of their respective overall technical rating and price. The evaluation form will provide feedback for each respective vendors proposal (each vendor will only receive their own evaluation form). The final form will also provide the successful vendors overall technical rating and price.

11. Actual start of work is based on the defined period of performance, but a minimum of five (5) business days is recommended to allow coordination a task order initiation meeting and the contractor finalizing and ensuring availability of personnel required at initiation.

4.7 How will each task order be priced?

Each task order will be priced as a package with one CLIN which will include all labor, travel, materials, tools, licenses, etc. required to complete the task. All task orders will be awarded as FFP or FFP-LOE.

CLIN Structure

Price Total

If options or optional tasks are required, they will be clearly requested in the TOPR and separate CLINs will be required and priced.

4.8 How will each task order be evaluated?

Technical Evaluation The technical evaluation includes the technical solution, staffing plan (staffing matrix), and SB utilization plan.

The Government will evaluate each vendors’ understanding of the requirement and technical solution to achieving the outcome required by the Government IAW the provided statement of objectives (SOO). The Government will evaluate each vendor’s proposed performance work statement to ensure the approach is realistic and captures all required regulations, stakeholders, deliverables, milestones, and meets the required deadline (if one is provided).

**Contractors should avoid proposing proprietary solutions** **If a proprietary solution is proposed, provide a statement on the cover page of the proposal**

The Government will evaluate the vendor’s proposed staffing matrix that assigns the actual hires IAW its proposed PWS tasks. The staffing matrix will also be evaluated to assess the vendor’s full understanding of the requirement for staffing resources and overall management of the entire project and scope. The Government will review provided education and experience level for key personnel to show an understanding of the requirement.

**The Government may include additional evaluation factors at its sole discretion. If this occurs, Evaluation Instructions and Criteria will be provided to each vendor**

The SB utilization plan will be reviewed to ensure each vendor is utilizing SBs to the maximum extent practicable. For some TOPRs, specific socio economic groups or non-traditional SB goal will be required. The SB utilization plan will evaluated to ensure vendor’s proposed at least the minimum required goal and the tasks and complexity of the tasks assigned to the small business. Any proposal below the minimum will be deemed unacceptable, rendering the entire proposal unacceptable.

For the purpose of this IDIQ, “Nontraditional Small Business Contractor” means a small business entity that is primarily engaged in similar lines of activity as listed and described in the North American Industry Classification System (NAICS) manual, having met the small business standards for that industry, established by the Small Business Administration, that is not currently performing and has not performed any contract or subcontract for DoD. Any entity organized for profit (even if its ownership is in the hands of a nonprofit entity) with a place of business located in the United States or its outlying areas and that makes a significant contribution to the U.S. economy through payment of taxes and/or use of American products, material and/or labor, etc. A Nontraditional Small Business Contractor includes but is not limited to an individual, partnership, corporation, joint venture, association, or cooperative.

Each vendor will receive a Technical rating below:

**Any vendor that receives a Marginal rating will not be further evaluated, will be informed in writing by the Contracting Officer, and be removed from competition for the particular task order. Vendors are reminded that they are only allowed to receive two (2) Marginal Technical ratings during the five (5) year ordering period. After the second Marginal rating, the vendor will be off ramped immediately.

Price Evaluation The Government will evaluate the total evaluated price for fairness and reasonableness. The Government reserves the right to eliminate a proposal from further evaluation due to evaluated prices that are unfair or unreasonable.

Reasonableness. Comparison of proposed prices received in response to this TOPR is the preferred and intended price analysis technique. Other techniques and procedures found in FAR 15.404-1, if deemed necessary and reasonable, may be used to ensure a fair and reasonable price.

The Government will evaluate options in accordance with FAR clause 52.212-2(b), as prescribed in FAR 12.301(c)(1). The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. Evaluation of options shall not obligate the Government to exercise the option(s).

As part of price evaluation, the government will evaluate its option to extend services (IF FAR Clause 52.217-8 is included in any task order). This portion of the price evaluation does not affect the ranking of proposals based on price. The option can be exercised in increments less than six months but for no more than a total of six months during the life of the contract. In accordance with the clause, price for any option exercised under this clause will be at the same rates as those in effect in the contract for the period of performance current at that time. This evaluation will not obligate the Government to exercise any option under FAR 52.217-8

4.9 Basis of task order awards

Relative importance of factors: Technical is always more important than Price.

The Government will award a task order resulting from any TOPR to the responsible vendor whose proposal, conforming to the TOPR was the most advantageous to the Government, price and technical considered. The following factors shall be used to evaluate offers: (i) Technical and (ii) Price.

SECTION V

5.0 SERVICE SUMMARY

5.1 Vendor service requirements. Vendor service requirements are summarized into performance objectives that relate directly to requirements at the IDIQ level and some performance objectives flow down to the task order level. Each task order will have its own services summary which will be provided in the statement of objectives (SOO). The performance threshold briefly describes the minimum acceptable levels of service required for each requirement and will be assessed on an “Acceptable” or “Unacceptable” basis. These thresholds are critical to success of the AFSTS mission.

8.10.1 Performance is excellent when 100% of qualified personnel are on the job at the start of the contract, unless previously negotiated by the CO.

Performance is very good when 95% of qualified personnel are on the job at the start of the contract, unless previously negotiated by the CO.

Performance is satisfactory when 90% of qualified personnel are on the job at the start of the contract, unless previously negotiated by the CO.

Performance is marginal when 80 to 89% of qualified personnel are on the job at the start of the contract, unless previously negotiated by the CO.

Performance is unacceptable when < 80% of qualified personnel are on the job at the start of the contract, unless previously negotiated by the CO.

Task Order Level 8.10 Performance is acceptable when the turnover rate is less than 20%. The CPARS rating for Management will be negatively affected if the contractor exceeds the maximum 20% turnover rate on 3 or more task orders per year.

8.10.1 Performance is acceptable when:

Key personnel vacancies are filled with qualified personnel within 14 calendar days of vacancy, unless approved in writing or otherwise directed in advance by the CO, AND there is no mission impact due to position vacancies or unqualified personnel

Develop and submit all required deliverables

Task Order Level 8.11.1 Performance is acceptable when:

1. 95% of deliverable requirements are met and received on time

AND

b)information is accurate

SECTION VI

6.0 DELIVERABLES

6.1 Deliverables requirement. Vendors shall provide deliverable(s) in a format mutually agreed upon by the Government and the vendor.

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.

Task Order Level 8.15.1

8.13.1 No Later than (NLT) one

(1) business days after the meeting By email to the COR in Microsoft Word format

8.2

8.5

8.9.5

8.10

8.12.1

8.10

8.16

8.14.1

8.11.1

8.4

SECTION VII

7.0 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, MATERIAL, INFORMATION, OR SERVICES

7.1 Government Furnished Property, Equipment, Material, Information, or Services. The Government will not furnish property or services for this requirement.

7.2 Contractor Acquired Property. The contractor will not be required to acquire any property.

SECTION VIII

8.0 GENERAL INFORMATION

8.1 Scheduling Concerns.

8.1.1 Duty Hours. The Contractor shall have access to Government facility five days per week, Monday through Friday, eight hours a day, except when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings, unless otherwise approved. Contractor personnel are expected to conform to customer agency normal operating hours; however the Contractor may be required access to Government facility outside of duty hours based on the customer agency’s needs. As a baseline, Contractor personnel shall work 8 hours per day, 40 hours per week. Compensatory time arrangements are permissible for temporary spikes in worktime; but overtime pay is prohibited without COR and CO approval. Federal Holidays shall be observed in accordance with Office of Personnel Management policy. Hours may change based on task order requirements.

8.1.2 Core Duty Hours and Base Shutdown/Inclement Weather. Core duty hours are 0800 - 1600, Monday through Friday (excluding federal holidays). The Contractor shall follow guidance of the installation containing their place of performance to determine reporting schedules whether due to a base closure or inclement weather. The website for guidance regarding status of performance for work to be performed in the National Capital Region (NCR) is http://www.opm.gov/status/. If place of performance is outside of the NCR, please work with the assigned COR for policy on inclement weather and base shutdown.

8.2 Kickoff Meeting/Orientation Meeting

8.2.1 Upon award of a task order, the successful task order vendor shall schedule and coordinate a Project kick-off Meeting no later than (NLT) five (5) calendar days after task order award at the location approved by the Government. The meeting will provide an introduction between the Contractor personnel and Government personnel who will be involved with the contract. The meeting will provide the opportunity to discuss technical, management, and logistic issues; travel authorization; communication process between Government and Contractor; and reporting procedures. At a minimum, the attendees shall include key Contractor personnel, key Government representatives, and the COR. The Contractor shall provide a Kick-Off Meeting Agenda that will include, but not be limited to, the following.

8.2.2 The Contractor shall provide a draft copy of the agenda NLT 3 days after contract award for review and approval by the COR prior to finalizing. The Government will provide the Contractor with the number of participants for the kick-off meeting and the Contractor shall provide sufficient copies of the presentation for all present.

8.2.3 The Kickoff Meeting location will be held at the agreed upon location and the date and time will be mutually agreed upon by both parties.

8.3 Transition-In Plan (If Applicable *will be a requirement in the TOPR*)

8.3.1 The Contractor shall provide a Transition-In Plan at the Kickoff Meeting, the plan shall facilitate the accomplishment of a seamless transition from the incumbent Contractor (if applicable) and incoming Contractor. The Contractor shall identify how it will coordinate with the incumbent Contractor and Government personnel to transfer knowledge regarding the following:

8.3.2 The Contractor shall also establish and maintain effective communication with the incumbent Contractor and Government personnel for the period of the transition via weekly status meetings per the COR’s direction.

8.4 Transition-Out Plan (If applicable)

8.4.1 The Contractor shall provide a Transition-Out Plan NLT than 60 calendar days prior to expiration of the contract. The plan shall facilitate the accomplishment of a seamless transition from the incumbent to and incoming Contractor (if applicable). In addition, the Contractor will continue to accomplish all tasks as outlined in the contract during this period. The Contractor shall identify how it will coordinate with the incoming Contractor and Government personnel to transfer knowledge regarding the following:

8.4.2 The Contractor shall also establish and maintain effective communication with the incoming Contractor and Government personnel for the period of the transition via weekly status meetings.

8.5 Quality Control.

8.5.1. Quality Assurance. The Government shall rely on the Contractors’ existing quality assurance system as the method to ensure that the requirements of the contract and performance thresholds are met; however, the Government reserves the right to monitor and evaluate the quality of services provided and compliance with the contract terms and conditions at any time.

8.5.2. Quality Control Plan (QCP). The Contractor shall develop and maintain an effective quality control program to ensure services are performed IAW this PWS, applicable laws and regulations, and best commercial practices. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services with special emphasis placed on those services listed in this PWS. The Contractor’s quality control program is the means by which it assures itself that the work complies with the requirement of the contract.

8.6 Emergency Operations/Mission Essential Personnel.

8.6.1. Continuation of Essential Contractor Services During Crisis. All services in this PWS HAVE NOT been defined or designated as essential services for performance during crisis IAW DFARs 252.237-7023, “Continuation of Essential Contractor Services.”

8.7 Contractor Manpower Reporting Application (CMRA)

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

8.7.2 Subcontractor Input in CMRA: Prime Contractors are responsible to ensure all subcontractor data is reported. Subcontractors will not be able to enter any data into CMRA, but will enter their information into a Bulk Loader spread sheet available from the AF CMRA helpdesk. Subcontractor shall fill in columns A-C then return it to the AF CMRA helpdesk after it's completed and a technician team will enter the information into CMRA.

8.7.3 Unit Identification Code. Vendors shall request the Unit Identification Code (UIC) from the TO COR no later than 30 days after the start of performance to ensure compliance with the eCMRA requirement. Vendors shall report if the UIC is not received within 30 days to the SAF/MG COR.

8.7.4 Small Business Quarterly Report. The primary contractor shall report on a quarterly basis its small business utilization percentage (based on total task order awards amount). The report shall include the name, socio economic status, the task order number(s), and the tasks being performed by the subcontractor(s) and the task(s) complexity.

8.7.5 Subcontractor Quarterly Report. All small business subcontractors shall report on a quarterly basis (directly to the CO) the name of the primary contractor it has a contract with, the tasks and the complexity of the tasks being performed, and if payments are timely.

8.8 Security Instructions

8.8.1 Physical Security. The Contractor shall safeguard all Government property, documents and controlled forms provided for Contractor use and adhere to the Government property requirements contained in this contract. At the end of each work day, all Government facilities, equipment, and materials shall be secured by a Government POC. Contractors are not allowed to secure Government facilities, equipment, and materials.

8.8.2 Access Control. The Contractor shall establish and implement methods of ensuring that no building access instruments issued by the Government are lost, misplaced or used by unauthorized persons. Access codes shall not be shared with any person(s) outside the organization. The Contractor shall control access to all Government provided lock combinations to preclude unauthorized entry. The Contractor is not authorized to record lock combinations without written approval by the Government COR. Records with written combinations to authorized secure storage containers, secure storage rooms, or certified vaults, shall be marked and safeguarded at the highest classification level as the classified material maintained inside the approved containers.

8.8.3 Pass and Identification Items. The Contractor shall ensure the pass and identification items required for contract performance are obtained for employees and non-government owned vehicles.

8.8.4 Retrieving Identification Media. The Contractor shall retrieve all identification media, including vehicle passes, from employees who depart for any reason before the contract expires.

8.8.5 Traffic Laws. The Contractor and its…