SOW_PC_Process_Guides_9_May_18.docx

STATEMENT OF WORK (SOW)

FOR

Financial Management/Cost Management/Acquisition Oversite/Long Range Planning Processes & Battle Rhythm

For ICBM Systems Directorate

29 January 2018

TABLE OF CONTENTS

Section Number and Title

1. General Information 3

2. Required Specifications 3

3. Scope and Objectives 3

4. Specific Tasks 4

5. Data Rights 7

6. Travel 7

7. Restrictions and Standards of Conduct 7

8. Deliverables (CDRLs) 8

9. Processes 11

1. GENERAL INFORMATION

1.1 The ICBM Systems Directorate/Office of Program Control is seeking process mapping and battle rhythm generation expertise to aid in the management of a myriad of financial, cost estimating, and acquisition oversite processes critical to daily, monthly, and annual sustainment/acquisition operations. The office has identified 40 major areas requiring deliberate process mapping in efforts to standardize functional process deliverables identified in section 8.

2. REQUIRED SPECIFICATIONS

2.1 1) Process maps for 40 key financial, cost analysis, baseline management, acquisition oversite, long range planning processes identified which identify deliberate action steps for Government personnel within each process (CDRL A059-1, A059-2, A059-3, and A059-4), 2) Branch and division level continuity/smart books cataloguing 100% of mapped processes and aggregate battle rhythms (CDRL A059-5), 3) Summary of recommendations for ICBM Financial Management (FM) process improvement (CDRL A059-6), and 4) Training sessions for Government financial/cost/program control personnel (CDRL A107).

3. SCOPE AND OBJECTIVES

3.1 The requirements will be structured into a base contract with one option period. The base contract period will include all requirements that do not require a secret security clearance. The option period will include all requirements that may require access to classified information.

3.1.1 The Government will provide the required information applicable to the ICBM management system for each process and provide a workspace suitable for individual and group collaboration.

3.1.2 The contractor shall provide all labor, supplies, materials, and transportation for the required process mapping(s), process guides, continuous improvement summary, training session, and submit required forms for appropriate security clearance if required.

3.1.3 The contractor must possess advanced understanding of the typical Program Control functions/processes focusing on DoD/USAF financial management regulations and processes, DoD/USAF cost analysis processes, DoD/USAF acquisition management process, and ICBM focused long range planning risk based resource allocation “Roadmap” process. Specifically, at a minimum, the contractor must possess:

· Familiarization with United States Air Force (USAF) standard financial management processes preferably with an understanding of the Air Force Nuclear Weapons Center AFNWC and/or ICBM processes.

· Familiarization with financial manager, costs analyst, acquisition program manager roles and responsibilities within AFNWC/NI Program Control Division.

· Have in-depth experience in process mapping using standardized software (Microsoft VISIO).

· Understanding of deliberate daily, weekly, monthly, annual process sequences of events required to provide exceptional decision support within Financial Management, Cost Analysis, Acquisition Oversite, Baseline Management, and Long Range “Roadmap” Planning processes.

· Expert skills with methods and approaches for identifying process disconnects and process efficiencies.

· Able to develop and deliver innovative training session detailing integration of key Financial Management, Cost Analysis, Acquisition Oversite, Baseline Management, and Long Range “Roadmap” Planning processes steps and effective management of data.

· Understanding of USAF Electronic Records Management (ERM).

4. SPECIFIC TASKS

4.1 Base Contract Period:

4.1.2 The base contract period of performance is 365 days.

4.1.3 The contractor shall:

A. Interview FM/Cost/Acquisition/Planning personnel to thoroughly understand historical process challenges, opportunities for improvement, best practices, consolidation of diverse and non-centrally controlled data, and identification of choke-points limiting successful management of critical financial data ensuring compliance with current guidance.

B. Provide detailed process maps for the identified financial management/cost analysis processes (CDRL A059-1).

1. Process maps will be broken out by categories: 22 Financial Management processes, 4 Cost Analysis, 5 Baseline Management and 6 Acquisition Oversite (reference section 9 for detailed process information).

2. Process maps will be provided in MS Visio, include all action/decision steps required from process initiation to conclusion, detail functional/responsibility based swim-lanes (functional areas), detail decision points, and include instructions for data storage in approved ICBM records management formats.

C. Construct one (1) digital Smart-book with division and branch sections containing (CDRL A059-5):

1. Table of contents

2. Summary/Aggregate Process Battle Rhythms for all processes in major categories:

a. Finance

1) Non-CAM O&M

2) CAM O&M

3) RDT&E

4) Procurement

b. Cost/Requirements

c. Funding/Baseline Management

d. Acquisition Oversite

3. 37 MS Visio Process diagrams with back-sheet including step-by-step instructions (CDRL A107).

a. Delivered in MS Visio and MS PowerPoint with embedded PDFs

4. Instructions for electronic storage of daily, weekly, monthly, quarterly, and annually battle rhythms. Assist with Air Force records management process. (CDRL A107)

a. Instructions must be written in plain language, easily understood, and provide specific information that can be followed by both journeyman and entry-level analysts.

D. Provide four in-person training seminars for organizational personnel to include Government and support contractors detailing 37 process maps in four categories (CDRL A107).

1. Training briefings will include PDF slides embedded into MS PowerPoint slides.

2. Training sessions will occur at Government Facility at Hill AFB within 30 days of Government approval of the training briefings.

3. Training sessions will be aggregated by category:

a. Session 1 - Financial Management processes, Cost Analysis, and Baseline Management

b. Session 2 - Cost Analysis, and Baseline Management

c. Session 3 - Acquisition Oversite

d. Session 4 - Financial Management processes, Cost Analysis, Baseline Management, and Acquisition Oversite

E. Facilitate and present three in-person training sessions to organizational personnel to include Government and support contractors enabling future updates/modifications to developed process maps (CDRL A107).

1. Training briefing will include PDF slides embedded into MS PowerPoint slides.

2. Hands on tutorial of how to make updates/modifications.

3. Training sessions will occur at Government facility at Hill AFB within 30 days of Government approval of the training briefings.

4. Three training sessions

a. Session 1 - Cost personnel

b. Session 2 - Financial Management personnel

c. Session 3 - Acquisition Oversight and Planning personnel

F. Provide ICBM senior FM personnel with recommendations for process improvement and future scaling opportunities (CDRL A059-6).

G. The contractor is responsible for all travel cost to meet the requirements of this statement of work.

4.2 Option Contract Period:

4.2.1 The option contract period of performance is 365 days. All deliveries are required within 90 days of receiving proper security clearances in order to access classified material.

4.2.2 The contractor shall:

A. Submit all required forms to meet security requirements IAW DD Form 254, Department of Defense Contract Security Classification Specification.

B. Interview FM/Cost/Acquisition/Planning personnel to thoroughly understand historical process challenges, opportunities for improvement, best practices, consolidation of diverse and non-centrally controlled data, and identification of choke-points limiting successful management of critical financial data.

C. Provide detailed process maps for the 3 Long Range “Roadmap” Planning processes (CDRL A059-4) (reference section 9 for detailed process information).

1. Process maps will be based in MS Vizio, include all action/decision steps required from process initiation to conclusion, detail functional/responsibility based swim-lanes, detail decision points, and include instructions for data storage in approved ICBM records management formats.

D. Construct one (1) digital Smart-book with division and branch sections containing (update Smart-book developed in Base Period if already delivered)(CDRL A059-5):

1. Table of contents

2. Summary/Aggregate Process Battle Rhythms for all processes in major categories:

a. Finance

1) Non-CAM O&M

2) CAM O&M

3) RDT&E

4) Procurement

b. Cost/Requirements

c. Funding/Baseline Management

d. Acquisition Oversite

e. Long Range Planning (Roadmap)/Risk Based Resource Allocation

3. 3 (total in Smart-book 3 from option period and 37 from base period) MS Vizio Process diagrams with back-sheet including step-by-step instructions.

4. Instructions for electronic storage of daily, weekly, monthly, quarterly, and annually battle rhythms. Assist with Air Force records management process. (CDRL A107)

f. Instructions must be written in plain language, easily understood, and provide specific information that can be followed by both journeyman and entry-level analysts.

E. Provide one in-person training seminars for organizational personnel to include Government and support contractors personnel detailing 3 processes maps (CDRL A107).

1. Training briefing will include PDF slides embedded into MS PowerPoint slides

5. Training sessions will occur at Government Facility at Hill AFB within 30 days of Government approval of the training briefings.

F. Provide ICBM senior FM personnel with recommendations for process improvement and future scaling opportunities (CDRL A059-6).

G. The contractor is responsible for all travel cost to meet the requirements of this statement of work.

4.3. Base Access

4.3.1. The Contractor shall coordinate with the Government Representative for assistance on processing the necessary forms to obtain base or area badges for access to Government Facilities and Government Computer Systems as required. The Contractor shall submit required documents to the Hill AFB Visitor Control Center and/or Pass & Registration in order to request base access. The contractor is required to follow all instructions for the base pass. Contractor personnel shall abide by all Government rules, procedures, and standard of conduct.

4.4. Security Requirements for Option Contract Period

4.4.1. The Contractor will require access to secret and/or confidential and/or FOUO data. The Contractor is required to possess or be able to attain the appropriate security clearance to execute the Option Contract Period. The contractor is responsible to request security clearance IAW DD Form 254, Department of Defense Contract Security Classification Specification.

4.4.2. The contractor shall not divulge any information regarding files, data, processing activities/functions, user ID's, passwords, or other knowledge that may be gained, to anyone who is not authorized by Government Program Control Personnel to have access to such information.

4.4. Non-Personal Services

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

4.5 Base Support

4.5.1 Base support shall be provided by the Government to the Contractor. Base support includes Government-controlled material, equipment (including Government Furnished Computer for the duration of the contract), services, or other support (excluding use of Defense Switched Network (DSN)) which the Government determines can be made available at, or through, any Air Force installation where this contract shall be performed, and supports activity covered in this PWS. Access to base buildings will be allowed on the Government’s regularly scheduled days and hours.

4.5.1.1 Air Force Network Access: The Contractor shall be required to access the AF Network in performance of contract duties and to ensure compliance with AF Cybersecurity policies of Government IT assets.

4.5.1.2 Computer Security/Cybersecurity: The Contractor shall implement the Computer Security (COMPUSEC) policies and procedures IAW AFMAN 17-1301 and Cybersecurity policies and procedures IAW AFI 33-200. Government provided IT assets are required to adhere to all AF network and Hill AFB or Kirtland AFB cybersecurity policies and procedures. All Government provided IT computers shall be required to be physically connected to the AF network once every two (2) weeks for a minimum of 24 hours to receive software updates and critical patches that ensure all levels of protections are updated to protect against threats and vulnerabilities. Failure to comply with this connection requirement, could result in removal of Government IT asset from the AF network; impacting the performance of contract duties.

5. DATA RIGHTS

5.1 The Government will have full data rights on all deliveries in this statement of work.

6. TRAVEL (Base and Option Period)

6.1 The contractor is responsible for all travel cost to meet the requirements of this statement of work.

7. RESTRICTION AND STANDARDS OF CONDUCT

7.1 The Contractor and its employees shall conduct ONLY business covered by this contract during periods paid for by the Government and shall NOT conduct any other business on Government premises. The Contractor employees shall not solicit business opportunities while conducting activities directly mentioned in this Statement of Work.

8. DELIVERABLES

8.1 The contractor shall submit the following deliverables as indicated. These documents will support tasks described herein.

SMART book entries requiring facility clearance to be delivered w/in 120 days after facility clearance received 2.1, 4.1.3.C, 4.2.2.D

Recommendations requiring facility clearance to be delivered 120 days after facility clearance received 2.1, 4.1.3.F, 4.2.2.F

Finance and Cost Analysis Baseline Management Acquisition Oversite Long Range Planning

Process flow modification training within 30 days of process mapping completion 2.1, 4.1.3.C.3, 4.1.3.C.4, 4.1.3.D, 4.1.3.E, 4.2.2.D.4, 4.2.2.E

9. PROCESSES

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