PWS - HELU - UTILITIES PRIVATIZATION - 06 Jan 2026.pdf

Air Force (AF) Privatization Management Programs (PMP) for the Air Force Housing, Enhanced Use Lease, Lodging, and Utilities (HELU) Privatization

INDEFINITE DELIVERY/INDEFINITE QUANTITY (ID/IQ)

PERFORMANCE WORK STATEMENT

FOR

AIR FORCE (AF) UTILITIES PRIVATIZATION MANAGEMENT

Date: 06 January 2026

Table of Contents

Section Page Number

Definitions 3

1.0 Scope 3

2.0 Background 3

3.0 Program Support 3

4.0 Program Services 5

5.0 Project and Development Management 8

6.0 Property/Contract Reporting 8

7.0 Service Summary (SS) 8

8.0 General Information 11

9.0 Travel Requirements 12

10.0 Security 13

11.0 Quality Control Plan 15

12.0 Manpower Data Reporting 15

13.0 Notification of Requirements 16

14.0 Deliverables 16

Acronyms 18

Appendix A – Contractor Data Requirement List 20

Appendix B – Site Visits 20

Appendix C – Non-Disclosure Agreement 21

Appendix D – Customer Feedback Form 24

PERFORMANCE WORK STATEMENT

AF UTILITIES PRIVATIZATION (UP) MANAGEMENT

DEFINITIONS

United States: The 48 contiguous states including Alaska and Hawaii and the District of Columbia.

1.0 SCOPE

1.1 This Performance Work Statement (PWS) shall provide for long-term cradle to grave management of services in support of the Department of the Air Force (DAF) privatized programs to include but not limited to: Utilities Privatization

(UP) and may include Value Based Transaction (VBT). This includes Asset, Acquisition and Portfolio Management services in support of UP throughout the United States and possibly Outside Continental United States (OCONUS).

1.2 The purpose of this PWS is to outline the basic requirements of this contract. The contract services will be obtained through the issuance of individual Task Orders (TO). Individual TOs will contain scope and pricing for specific requirements. All TO’s will be Firm Fixed Priced for a period of performance not to exceed 12 months per TO.

Payments shall be made in 12 monthly installments or less totaling the total cost of the work to be performed.

2.0 BACKGROUND

2.1 The Installations Directorate is part of the Air Force Civil Engineer Center (AFCEC), a 1,900-person primary subordinate unit, assigned to Air Force Materiel Command (AFMC) and component to the Air Force Installation and

Mission Support Center (AFIMSC). The directorate provides enterprise-wide housing solutions, and conducts the strategic acquisition, management, and disposal of DAF real property. It executes the Deputy Assistant Secretary of the

AF for Installations' land and facilities policies through a full suite of services, including appraisals, lease renewals, licenses, easements, title opinions, environmental cleanup and transfer of property impacted by Base Realignment and

Closure (BRAC) legislation, and other support services. AFCEC is comprised of five (5) mission capabilities: BRAC program management, real estate development, real property management, post-closing portfolio management and housing privatization portfolio management. This scope will only pertain to the UP Program. These services shall not include inherently governmental functions as defined in Office of Federal Procurement Policy Letter

11-01, Inherently Governmental Functions and Federal Acquisition Regulation (FAR) Subpart 7.5, Inherently

Governmental Functions.

2.2 RESERVED

2.3 RESERVED

2.4 Under 10 U.S. Code § 2688 – Utility systems: conveyance authority, the conveyance may consist of all right, title, and interest of the United States in the utility system or such lesser estate as the Secretary considers appropriate to serve the interests of the United States. UP transactions are FAR based contracts that support the DAF in its privatization requirements.

3.0 PROGRAM SUPPORT

3.1 The Contractor shall support the DAF privatized projects to include the UP program. This includes Asset and

Portfolio Management services in support of UP programs requiring the development of potential DAF UP transactions and providing support to the DAF in analyzing whether to convey and privatize DAF owned utility systems. The

Contractor shall assist the DAF in executing all processes, procedures, and activities necessary to ensure the AF maintains the appropriate oversight and control of all DAF UP Programs. The Contractor shall assist the government in gathering and analyzing data to permit the DAF to determine whether a real estate transaction involving utility systems is appropriate. If transferred, the conveyance may consist of all right, title, and interest of the United States in the utility system or such lesser estate as the Secretary considers appropriate to serve the interests of the United States.

The Contractor shall participate and facilitate meetings to support efforts for all DAF Base locations coordinating the date and time with AFCEC. The Contractor shall facilitate on-site and teleconference briefings and required to record all minutes. The Contracting Officer (CO) and/or System Owner shall be notified for participation in all meetings. The Contractor is responsible to coordinate the date and time of meetings with the Base

Point of Contact, AFCEC COR, PM and Major Command (MAJCOM) Representative. (CDRL A001).

3.2 The Contractor shall provide program support services in the paragraphs 3.3 – 5.2 (note: the areas shown below are not all inclusive). The Contractor is responsible for identifying additional program support services resulting in a proactive approach/consulting, mitigating project risks and ensuring the success of the UP Programs.

3.3 The Contractor shall provide support in working groups, provide a full suite of program support services consisting of cradle to grave management of pre-contract award, proposal review and post award UP support; items include but are not limited to the following and further detailed at TO level:

• Inventory utility system components

• Prepare Certified Economic Analysis (CEA)

• Prepare all technical documents relating to Request for Proposal (RFP), transition documents, inventory in

Bill of Sale (BoS), contract, price redeterminations, capital expenditures, inflation, new inventory, Operations and Maintenance (O&M), Renewal and Replacement (R&R)

• Provides technical expertise to proposal phase of UP acquisition process

• Serves as liaison and advisor for Program Managers (PMs) and (COs) at Defense Logistics Agency (DLA) for new supported requirements

• Assist with developing and implementing action plans

• Prepares and tracks action plans and documents

3.4 The Contractor shall conduct an economic analysis on project owner and system owners’ proposals and develop a cost summary on all the components of the proposal to include recommendations. The economic analysis should balance conservative cost estimates for developing, operating and maintaining the project and still maximize the development scope and identify the most appropriate actions to correct component deficiencies as well as a healthy out-year reinvestment plan. The Contractor will also be responsible for fully reviewing proposals and looking into

Federal and Local requirements that could have an impact during the life of the project. The Contractor will be part of a uniquely qualified team that has a thorough understanding of the installation, the condition of utility systems the local economy and the operating and development costs associated with both. This experience reduces risk to the DAF and the installation. Privatizing a utility system requires various partnering sessions with all stakeholders, developing and reviewing proposals, revising transaction documents, and integration of the modified items into the compliance program.

3.5 Prepare program information to stakeholders in regard to initiatives, policies and findings. Examples include fact sheets, brochures, topical white papers, Bullet Background Papers (for every installation updated quarterly), and

Project Executive Summaries. (CDRL A001 and A002)

3.6 Meetings/ Workshops/Training: The Contractor shall participate and facilitate in the project meetings to support efforts for all DAF Base locations coordinating the date and time with AFCEC. The Contractor shall facilitate on-site and teleconference briefings and is required to record all minutes. The CO at DLA shall be notified for participation in all meetings. The Contractor is responsible to coordinate the date and time of Site Visit In-Brief meeting with the

Base Point of Contact, AFCEC COR and PM and MAJCOM Representative. The Contractor shall also provide site-visits to train personnel and prepare summary report. The Contractor will support OSD Utility Privatization Post

Award Workshop with cradle to grave handling all the logistics for the workshop. The Contractor will support in preparing packages for approval, slides, handouts, securing speakers, coordinating with all the services, setting up status meetings with all the services, setting up meeting space at venue, audio visual capabilities. The contractor will support in sending invites to all attendees, ensuring all services have representatives to coordinate CORs, SOs, stakeholders, etc. The Contractor will support in event management from planning stages to post workshop send final slides to everyone and create after action report and lessons learned. (CDRL A005)

• Develop Guidance, Tools, Manuals and Materials in support of meetings, workshops, and training

• Support the Annual OSD Utility Privatization Post Award Workshop

• DAF Lessons Learned/Best Practice Workshop/Strategic Planning Sessions

• Lead Kickoff Meetings at various installations

• Participate in Program Management Reviews

• Target audience, number of sessions, duration, and venue will be identified at individual TO level

4.0 PROJECT SERVICES

4.1 The Contractor shall conduct initial post-closing management planning and services. These services are designed to ensure a smooth transition from the acquisition and closing phase to the ongoing Portfolio Management life cycle for UP projects. While much of the process shall evolve over time, it is critical to coordinate and assist in the initial period from just prior to real estate transaction closing and continuing through to the full functioning of the project plan. Initial Planning and Services shall be conducted for each DAF project simultaneously and shall begin with the

Contractor performing a detailed review of the transaction documents for each project. The Contractor shall tailor requirements to meet the specific needs of grouped projects.

4.2 Acquisition/Execution Support: The Contractor shall perform various activities related to UP analyses and transition support for electric, natural gas, water, and wastewater utility systems throughout the DAF. These services include review of utility system inventories, design, drawings, O&M cost data, cost estimates, and specifications for assessing existing utility systems on DAF installations. In addition, the Contractor shall perform site investigations.

Deliverables will include the draft and final UP utility-specific RFP sections/transaction documents, government cost estimates, analysis of privatization cost proposals, Certified Economic Analysis (CEA), Bills of Sale (BoS), joint inventories of utility systems after contract award, and participation in various meetings and conferences. Review any previous work accomplished to ensure validity in the existing privatized effort. (CDRL A001 and A002)

4.3 Contractor shall manage the entirely of the program outlined below:

• Phase 1 - Consisting of project plan and feasibility analysis

• Phase 2 - Comprehensive analysis and approval

• Phase 3 - Final feasibility and implementation

• Phase 4 - Transition phase

All phases will consist of the following type of services but not limited to providing independent utility system analysis which includes preparation of Independent Government Cost Estimates using the R&R model. The Contractor should support the preparation of utility in specific sections of the UP RFP, analysis of the offerors cost proposals, economic analysis using the CEA model, and the preparation of BoS. The Contractor shall participate in various meetings with the installation staff, potential privatization offeror’s, municipalities, and local, state, and Federal government regulators. All tasks require separate deliverables for the privatization effort of utility systems at DAF installations within the United States. The Contractor shall determine initial system condition and develop cost and price analysis, as well as the cost of required improvements. Using accepted price estimating methods such as RS Means; the

Contractor shall assess the reasonableness of offerors costs and shall be compared with the government estimate.

4.4 Compliance/Risk Assessment/Assessment Tool: The Contractor shall provide a comprehensive review for centrally funded systems to ensure that each project is meeting the terms and conditions set forth in transaction documents and /or contracts to reduce risk to DAF mission. (CDRL A001)

4.5 RESERVED

4.6 RESERVED

4.7 Quarterly/Annual Accounting and Financial Analysis and Reporting: The Contractor shall perform Accounting and Financial Analysis and Reporting for 62 systems and each utility system. Additionally, all information shall be rolled up into the Annual State of the Portfolio Report for the year and a system level roll-up report, including a consolidated review of the project owner’s annual audit reports. The Contractor shall document steps taken over the past quarter to improve performance, the results of performance improvement initiatives, and opportunities for performance improvement to be addressed in the next quarter. The Contractor shall prepare a quarterly Financial and

Performance Improvement Plan for each individual project in addition to quarterly reports and an annual consolidated report (Annual State of the Portfolio Report). The Contractor shall report on the following specific reports as specified:

(CDRL A001 and A002)

• Review the capital and operations forecasting analysis for current and future years

• Monthly System Reliability Reporting (MSPR) Data

• Assessment Tool Data

• Review budget variance analysis and corrective action alternatives, including future impact studies

• Review annual inspection reports

• Review development schedules and status

• Analyze overall systems health and viability

• Benchmark the DAF portfolio against private industry

• Develop performance metrics for each of the above-referenced reporting functions

• The Contractor shall support the development and participate in the pricing analysis of future acquisitions

• Support development of government should cost estimate (GCSE) for installations considered for privatization

• Technical analysis for cost growth and contribution factors for all privatized utility contracts

• Review proposed cost for projects and system deficiency corrections

4.8 RESERVED

4.9 RESERVED

4.10 Variance and Trend Analysis: The Contractor shall perform variance and trend analysis, which are critical components that define and measure objective performance to assess the success of both the project and program in meeting DAF goals. The Contractor shall determine if the approved budget was adhered to throughout the reporting period as well as identify current problems, adverse trends, recommended corrective actions, impacts to budget, schedule, future performance, program risk and any other trend or variance issues that may impact the projects. The quarterly report at both the project and portfolio level shall include a thorough and detailed analysis to be used for evaluation of project processes and activities. The consolidated portfolio shall include analysis utilizing audited financial statements, analysis of all project compliance, insurance and trends, and significant findings from annual site assessments. The Contractor shall recommend changes, as appropriate, to streamline project activities. (CDRL A001 and A002)

4.11 Insurance Compliance Review/Report/Summary: The need for adequate insurance coverage is fundamental to protecting the interests of the DAF and enhancing the value of the portfolio. The Contractor shall prepare an annual Insurance Compliance report for 43 contracts as specified in the individual TO, providing the results obtained from performing the following functions:(CDRL A001 and A002)

• Reviewing the insurance policies in place for the project to determine whether the developer has the types and amounts of insurance required by the transaction and loan documents and the government is appropriately named as loss payee and/or additional insured,

• Identifying key terms and provisions that must be included in the insurance section of all future privatization agreements. Thorough insurance compliance shall be performed on an annual basis for each project, key policy expirations and events shall be monitored and addressed throughout the year as part of compliance testing services.

4.12 The Insurance Compliance report shall summarize each of the key insurance policies in place at each of the projects, including the significant terms, as well as a recommendation on potential policy changes for existing and/or future privatization projects. (CDRL A001 and A002)

4.13 The Contractor shall conduct an initial/recurring review of the insurance policies in place for each project and prepare a report with an assessment of adequacy and completeness of these policies for both the project and the program taking into consideration the insurance requirement for the industry type of the project. The Contractor shall have extensive knowledge on insurance reviews consisting of a single base versus grouped based summary.

4.14 RESERVED.

4.15 Technology Maintenance/Document Management Services

Maintain data repository:

• Manage extranet portal (provide all components necessary to conduct Portfolio Management support)

• Maintenance to UP AFPACES, a data repository that is utilized by the DAF to manage the UP

Portfolio

• Management of the extranet portal includes all information on Projects, management of all the data owned by the USDAF and the formulas to generate reports

• Identification, documentation, and dissemination of Lessons Learned

• Site Module Development - MAJCOM, Topic, Training, and other program support

4.16 The Contractor shall be required to retain all information from the existing web-based document management repository, designed to collect, retain, and analyze privatization project data, financial information, transactional documents, and materials. After transition, the Contractor shall distribute and manage Post Closing Portfolio and Asset Management data for UP office to AFCEC, Utility Privatization (UU) Branch. The storage and upkeep capabilities will be the responsibility of the Contractor. Document management is a critical component to the overall process. The Contractor shall be responsible for managing the document management repository to store and maintain electronic files of all project documents and allow electronic sharing of documents among stakeholders. The goal of document management is to provide a coordinated central location for the electronic storage of significant documents prepared in conjunction with the Portfolio Management process.

4.17 The Contractor shall maintain and continuously develop the Document Management repository. The Contractor’s Document Management function shall also keep a record of performance improvement initiatives and “Best Practices” for use throughout the DAF. The Contractor shall update the Document Management repository frequently to reflect the most current information. Information housed in the repository falls into the following categories:

• Document Management (Project Sites): Each of the 62 systems has a home page that contains a document library to store all necessary files such as final legal documents, construction reports and project documents.

All project stakeholders have access to this document library to view and upload files.

• Topic Sites: There are dedicated sites for specific privatization topics including the COR Toolbox, 5-

Year Budget Tool, Portfolio Site, and Insurance Tracker.

• Lessons Learned Tracking: The repository contains Lessons Learned data allowing individual stakeholders to submit or download lessons on a variety of topics as submitted by a variety of DAF stakeholders.

• Privatized Project Financial Tracking: Each of the 62 systems has a standardized format which stores data on construction progress and operational and financial performance. Data can easily be aggregated at the portfolio level. Users can create automated reports which increase efficiency and provide greater standardization of reporting.

• Stakeholder Sites: Stakeholders have one centralized location for all training, tools and resources needed to ensure consistent oversight of the projects, consistent messaging and sharing of program updates and improvements. The MAJCOMs, Program Managers, AFCEC.

• SharePoint: Maintain UP files in SharePoint.

4.18 The current web-based document management repository responsibilities will be transferred to the Contractor during the transition phase and there should be no visible break in service. The Document Management information is currently maintained in a Microsoft Sequel Server Database. The Government shall own all data and reports as described in these paragraphs. The Contractor shall provide all reports and data to the Government in an open, non-proprietary format. If a proprietary component is required to achieve maximum functionality in reports and data, all source code necessary for the data repository will become the property of the Government unless otherwise agreed.

This includes formulas and details on report creation provided by document management repository service for individual projects. The Contractor shall be required to transition the Document Management repository data and all its reports to a follow-on Contractor as necessary at the completion of this contract and ownership of all reports within the repository, will remain with the government. The current repository is built on the SharePoint platform hosted on a private server, and benefits from 24-hour technical support. AFCEC will provide direction on access criteria and the Contractor will be responsible for strict control and monitoring. Various levels of access can be provided. For example, an AFCEC PM has access to the entire site, whereas a Capital Asset Manager or Contracting Officer Representative (COR) at an Installation has access only to their project team site. In addition to UP Branch, users include staff from the installation, MAJCOM, Air Staff, and Secretary of the Air Force (SAF). The repository must meet industry established security best practices and have documented Management and Operational policies and standards in place.

All data developed and placed on SharePoint will be duplicated on Utility Privatization Government SharePoint site.

4.19 RESERVED.

4.20 Project Site Assessments/UP Post-conveyance Reviews (PCR): The Contractor shall perform all reviews to assess the performance of the property operations/development team. These reviews shall include financial, operational, and technical aspects with site visits performed and project audits performed on an exception basis, as identified by the government, triggered by poor project performance. Site visits in Appendix B and project audits shall include a project process/performance improvement report as part of supporting documentation. (CDRL A005)

5.0 PROJECT AND DEVELOPMENT MANAGEMENT

5.1 The Contractor shall provide special monitoring, oversight or other reviews and site assessments as requested by the DAF. These may include activities such as construction/development management studies, review of design exception notices, analysis of construction estimates and costs, environmental studies, reviews or analysis or other activities requiring construction management or engineering expertise. The Contractor shall ensure the final environmental documents (Environmental Assessment/Environmental Baseline Survey) are in effect. The

Contractor shall assist the DAF in the resolution of construction/development matters as a result of environmental issues.

5.2 Capital Repair and Replacement (CR&R) Visits: The Contractor shall conduct CR&R Visits to confirm whether adequate funding is allocated to support the capital repairs and improvements necessary to maintain the privatized utility system over the near and long- term. The review will consist of ensuring the plan has all project CR&R costs adequately represented, and life cycles are reasonable & consistent with industry standards for both, project owners and system owners. CR&R Visits are to be conducted at select locations to assess plans, evaluate infrastructure and representative sampling of facilities. The Contractor will develop a report of the visit, identify areas of concern, and recommend solutions to potential short- and long-term risks to reach an agreement with the project owner on CR&R requirements. (CDRL A001 and A005)

5.3 RESERVED

6.0 PROPERTY/CONTRACT REPORTING

6.1 Government Furnished Property: The Contractor will follow same workspace reservations as the government.

6.2 Contractor’s Progress, Status, and Management Report (CPSMR): Prepare and submit a CPSMR. The CPSMR shall be used to review and evaluate the overall progress of the project, along with any existing or potential problem areas. The CPSMR shall include a summary of the events that occurred during the reporting period, discussion of performance, identification of problems, proposed solutions, corrective actions taken, and outstanding issues. The level of effort required to support travel billing and detailed Labor category reporting by individual requires 80 hours of admin support per month. (CDRL A003)

7.0 SERVICES SUMMARY (SS)

7.1 The following services summary reflects the objectives and thresholds used to track Contractor performance for

TOs awarded against the basic contract. The Multi-Functional Team (MFT) in accordance with the Quality Assurance

Surveillance Plan may evaluate all or part of the following elements. Customer Feedback shall be collected from the end user/requiring activity to be added as supplemental documentation (Appendix C). The performance thresholds established for each of the performance objectives are the number of defects permitted before the COR notifies the

CO in accordance with FAR 52.246-4, Inspection of Services – Fixed Price. The ratings for each performance threshold are as follows: E: Excellent, VG: Very Good, S: Satisfactory, M: Marginal, U: Unsatisfactory.

PWS PARA Element Evaluated Performance Objective Performance Threshold Surveillance Method

PO1 3.2 Contractor being in place at start of Task Order and throughout execution of contract

Service in place by required start date

E: 100% Service in place as of negotiated start date.

Random Inspection

VG: 95% Service in place as of negotiated start date, remainder within 15 days of negotiated start date.

S: 90% – 94% Service in place as of negotiated start date, remainder within 15 days of negotiated start date.

M: 80% – 89% Service in place as of negotiated start date, remainder > 15 days of negotiated start date.

U: < 80% Service in place as of negotiated start date, remainder > 15 days of negotiated start date.

PO2 4.0, 5.0 Minimal disruption of projects/programs supported

Service provided with minimal disruption for duration of Task

Order

E: 100% Service provided with no disruption for duration of Task Order.

Periodic Inspection Customer Feedback

VG: Service provided with no more than 5 business days disruption for duration of Task Order.

S: Service provided with no more than 6-10 business days minimal disruption for duration of Task Order.

M: Service provided with no more than 11-15 business days disruption for duration of Task Order.

U: Service provided with > 15 business days disruption for duration of Task Order.

PO3 3.3,3.5,4.2,4.3,4.5,

4.8,5,2

Deliverable Document

Reviews

Delivered on schedule. E: Required deliverables submitted 3 business days ahead of schedule and error free

Periodic Inspection Customer Feedback

VG: Required deliverables submitted 1 business day ahead of schedule and error free.

S: Required deliverables submitted on schedule.

Necessary rework accomplish within 7 business days.

M: Required deliverables submitted no more than 2 business days late. Necessary rework accomplish within 7 business days.

U: Required deliverables submitted4or more business days late and required rework Requires more than10business days.

PO4 3.3, 3.5, 4.2, 4.3,

4.5, 4.8, 5.2

Contractor prepared documents are accurate

Documents are delivered on schedule

E: 0 – 1 error, delivered on schedule.

Periodic Inspection Customer Feedback

VG: 2 – 4 errors per review, delivered on schedule.

Necessary rework accomplished in 1 business day.

S: 5 compliance errors per review, delivered on schedule.

Necessary rework accomplished in 1 day.

M: 6 – 7 errors. Necessary rework accomplished within 3 business days.

U: 8 or more errors per review, delivered on schedule.

Necessary rework takes 4 Or more business days.

PO 5 3,3, 3.5, 4,2, 4.3,

4.5, 4.8, 5.2

Management of

Deliverables and Reporting

Submitted on timely manner as specified in the PWS

E: Submitted on or before due date as specified in the

PWS.

100% Inspection

VG: Submitted 1-2 business days past due date as specified in the

PWS.

S: Submitted 3-5 business days past due date as specified in the

PWS.

M: Submitted 6-9 business days past due date as specified in the PWS.

U: Submitted later than 10 business days past due date as specified in the PWS.

PO 6 6.2 Contractor Progress Status

Monthly Report (CPSMR)

Monthly CPSMRs are delivered timely

Monthly CPSMRs submitted in a timely manner in the month following the period covered by report

E: Submitted within 0 – 5 business days of the month following period covered by report.

100% Inspection

VG: Submitted within 6 – 10 business days of the month following period covered by report.

S: Submitted within 11 – 15 business days of the month following period covered by report.

M: Submitted within 16 – 20 business days of the month following period covered by report.

U: Submitted later than 20 business days of the month following period covered by report.

8.0 GENERAL INFORMATION

8.1 Contract Holidays: The prices/costs in Section B of the contract include holiday observances; accordingly, the

Government will not be billed for such holidays, except when services are required by the Government and are performed on a holiday. Holidays in addition to those reflected in this contract, which are designated by the Government, will be billable provided the assigned Contractor employee was available for performance and was precluded from such performance.

The following days are contract holidays:

• New Year's Day Monday, January 01

• Martin Luther King, Jr. Day Monday, January 15

• George Washington’s Birthday Monday, February 19

• Memorial Day Monday, May 27

• Juneteenth Wednesday, June 19

• Independence Day Thursday, July 04

• Labor Day Monday, September 02

• Columbus Day Monday, October 14

• Veteran's Day Monday, November 11

• Thanksgiving Day Thursday, November 28

• Christmas Day Wednesday, December 25

8.2 Notification Requirements: The Contractor shall return the Common Access Card (CAC) to security and notify the

COR in writing within 24 hours once the Contractor's employee no longer works on an AFCEC project. Notification is to be specified in individual TOs.

8.3 Government Down Time: various authorities including the President Secretary of Defense, Secretary of the DAF, AFIMSC, AFICA, AFCEC, and 772 ESS.

8.3.1 Base/installation closures may occur for any reason. The Center or Base/Installation Commander may elect to close all or part of the base/installation for any reasons such as time-off award, base open house and emergency situations.

8.3.1.1 Contractor shall be officially dismissed upon notification of a base/installation closure in accordance with guidance found in section 8.3. Contractor shall promptly secure all government furnished property appropriately and evacuate in an expedient but safe manner.

8.3.1.2 In the event of a base and/or installation closure due to an emergency or non-emergency, the

Contractor and CO shall jointly choose a course of action. That option can include one of the following:

• If there is a need for the service during the base/installation closure and there is sufficient government supervision, the Contractor may continue on-site work. The Contractor shall bill the Government in accordance with the contract.

• If there is a need for work during the base/installation closure, but there is either not sufficient government supervision or access will not be available, the Contractor may work off-site at an alternate duty location, provided meaningful work may be accomplished. The Contractor shall certify to the Government by letter within five (5) business days of returning on-site the nature and scope of the work completed off-site. The Contractor shall bill the Government at the labor rates specified in the contract.

• If there is no need for the service during the scheduled base/installation closure, the Contractor shall not work on or off-site at an alternate duty location. The Government may grant a time extension in each task order delayed by the closure or equal to the amount of time of the closure, subject to the availability of funds. The Government will not be liable for time not worked.

• If there is no need for the service during the period of closure, the parties may agree to a decrease in the contract price that is commensurate with the value of the work not performed.

8.3.2 Base/Installation Closure Notification Procedures:

8.3.2.1 After an official decision to close a base/installation has been made by the Base/Installation

Commander, local television and radio stations will be notified of the closure.

8.3.2.2 Due to an emergency, the Contractor is directed to listen or watch one of the local radio or television stations for notification of a base/installation closure. Contractor should follow instructions intended for non-essential personnel.

8.3.2.3 The Contractor will not receive any other form of notification of a base closure from the Government.

The Contractor is responsible for notification of his employees.

8.3.2.4 If the decision to close all or part of the base/installation is made during the duty day, and the

Base/Installation Commander's decision is transmitted through official notification channels, the Contractor shall follow the instructions as given.

8.3.3 Alternate Duty Location:

8.3.3.1 Upon coordination with the CO, the Contractor shall establish an alternate duty location(s) (i.e., corporate office, secure space, etc.), for performance, as a contingency in the event of base/installation closures as described above or health and/or safety issues that affect physical performance from the onsite location identified in the PWS.

8.3.3.2 The CO may authorize performance at the alternate duty location at no additional cost to the

Government during base/installation closure or while the health/safety issue is resolved. While performance is authorized at the alternate duty location, the Contractor shall:

• Submit projected work schedules of personnel operating at alternate duty locations.

• Coordinate day-to-day work activities with the applicable work centers and address any significant issues or deviations to the CO as required.

• Provide a certification statement indicating that Contractor personnel completed the local government organization process to utilize government equipment at an off-site location.

• Provide a certification statement that activities at an alternate duty location will be at no additional cost to the Government and provide contact information.

• Confirm for each location that secure internet access is available. Per DoDI 1035.01 and DAF rules the use of public internet access is not allowable. All duty locations need to provide a level of security and privacy commensurate with the project needs (e.g. personnel should not work on FOUO materials in a public space where said materials can be readily seen).

8.3.3.3 The Contractor shall ensure that all Contractor employees who might need to work at an alternate duty location during the performance of this contract follow AFIMSC’s/AFCEC’s rules and procedures regarding the issuance, tracking, and use of government laptops and related equipment.

8.4 Hours of Operation: The normal hours of work (unless otherwise stated) are from 7:30 a.m. to

4:30 p.m. local time., Monday through Friday, excluding holidays. The lunch period for Contractors requiring escorts is from 11:30 a.m. to 12:30 p.m. Access to work sites may be restricted to these hours and days.

For work during other than normal hours of work the Contractor shall submit, in writing, for the CO's approval, a notice of any period of scheduled work other than the normal hours of work specified above.

This notice shall be submitted not less than three (3) workdays prior to each period of work scheduled at times other than normal hours of work including Federal holidays.

8.5 Cooperation with Other Advisory &Assistance Services (A&AS) Contractors: AFCEC has been assigned the responsibility of providing the necessary management control over the effort in this contract. In performance of this contract, the Contractor will cooperate with other Contractor(s) by providing authorized personnel, subject to applicable security and disclosure regulations, access to all technical or cost data concerning work under this contract. No Contractor personnel are authorized to direct other Contractors in any manner. Modification, realignment, or redirection of the

Contractor’s technical efforts and/or contract requirements shall be made only by written direction of the CO.

9.0 Travel Requirements

Travel within the United States and possibly Outside the United States will be required and will be specified in each individual

TO. All travel costs will be based on the current Federal Travel Regulations http://www.gsa.gov/federaltravelregulation. The http://www.gsa.gov/federaltravelregulation

Government shall not reimburse the Contractor for any travel over the FTR rates for the specific location. It is the responsibility of the

Contractor to have the necessary credentials prior to traveling. Additionally, the Contractor shall be required to coordinate travel with the COR and the CO before traveling.

9.1 Contractor shall propose the G&A percentage IAW with their standard accounting practices and provide back-up documentations for the requested rate for evaluation/negotiation of each TO under this IDIQ. Only one negotiated G&A rate will be allowed under each TO (prime/subcontractor). The Government will reimburse the Contractor for G&A at the negotiated rate. If the subcontractor performed the travel and adds the negotiated G&A rate, there will be no G&A charge allowed from the prime.

9.2 Process to Obtain Travel Approval: The Contractor shall submit travel requests and an appropriate justification to

COR. The justification shall include the following details:

9.2.1. The Travel Requests must state the (1) name of the traveler, (2) purpose of travel, (3) name of the individual representing the requirement activity that requests travel occur, (4) PWS Paragraph that travel supports, (5) the number of days, including travel, anticipated.

9.2.2. Include the pricing for at least three airlines, three hotels within per diem parameters, and three rental car agencies, if appropriate.

9.3 Upon determination that travel is appropriate, and funds are available in the applicable contract CLIN, the COR shall document concurrence and recommend the proposed travel for approval. The COR shall submit the Travel Requests and corresponding approval document to the CO for final concurrence. The CO will reply to the Contractor and the COR with final determination.

10.0 SECURITY

10.1 Security Facility Clearance Requirements: The Contractor must possess or obtain SECRET clearance prior to performing work on a classified government TO. If the Contractor does not possess a facility clearance, the government will submit a request to the Defense Counterintelligence and Security Agency (DCSA) to process a prospective Contractor for Facility Security

Clearance (FCL) based on the requirement to access classified information. At a minimum the Contractor will submit CSA-designated forms, process key management personnel for Personnel Security Clearance (PCL)’s and appoint a U.S. citizen employee as the Facility Security Officer (FSO.)

10.2 Security Clearance: All Contractor personnel require a minimum of a T1/SF85 previously known as NACI/SF85 for any position that requires access to the internet, use of automated systems or unescorted entry into restricted or controlled areas prior to reporting for duty in support of any TO. There will be a requirement for a minimal number of Contractors to have a

SECRET clearance to accomplishment of this TO. For T1/SF85 clearances, the investigation is not for a security clearance; it is for a position of trust. This is a mandatory requirement set forth in DoDM 5200.01 Volume I, DoD Cyber Exchange and

DAFMAN 16-1405 Department of the Air Force Personal Security Program. All documentation required for security certification shall be the responsibility of the Contractor. No foreign nationals shall be employed for any TO issued under this contract without prior approval of the Government.

10.3 Non-Disclosure Agreement (see Appendix B): All Contractor personnel shall sign the non-disclosure statement provided in Appendix B prior to beginning of the contract performance. The contractor must then provide a copy of the signed/dated

NDA to the COR prior to beginning work. If failure to adhere to the non-disclosure agreement will result in immediate facility access termination. The Contractor shall provide an appropriate, qualified replacement within 15 working days of notification of any termination action.

10.4 Visitor Group Security Agreement (VGSA): The Contractor shall enter into a long-term visitor group security agreement if service performance is on base. This agreement shall outline how the Contractor integrates security requirements for service operations with the DAF to ensure effective and economical operation on the installation. The agreement shall include: Security support provided by the DAF to the Contractor shall include storage containers for classified information/material, use of base destruction facilities, classified reproduction facilities, use of base classified mail services, security badging, base visitor control, investigation of security incidents, base traffic regulations and the use of security forms and conducting inspections required by

32 CFR Part 117, National Industrial Security Program Operating Manual Rule, AF Policy Directive 16-14, Security Enterprise

Governance, and AFMAN 16-1406 Volume 2, National Industrial Security Program Industrial: Security Procedures for

Government Activities.

10.5 Visit Requests: Contractors participating in the National Industrial Security Program are authorized to use Joint Personnel

Adjudication System (JPAS) in lieu of sending Visitor Authorization Letters (VALs) for classified visit to Department of

Defense facilities and military installations. VALs are only required if the Contractor isn’t using JPAS or if Contractor personnel for whom access level and affiliation are not accurately reflected in JPAS. However, some agencies may still require VALs to be submitted for access to their facilities. Visit requests must be sent to servicing government’s security management office

(SMO) code. The SMO code for AFIMSC is JBSA- LAFCE. Each Contractor performing work on the TO will require a separate

SMO Code visit request from the TO. The visit request must include all prime and subcontract workers on the TO.

10.6 Obtaining and Retrieving Identification Media: As prescribed by the AFFARS 5352.242-9000 Contractor Access to AF

Installations, AFFAR 5352.242-9001, and Common Access Cards (CAC) for Contractor Personnel and FAR 52.204-9, Personal

Identity Verification of Contractor Personnel, the Contractor must comply with the requirements set forth in this guidance.

Contractors requesting a CAC for personnel on the contract will submit on company letterhead the names and all other personnel information as prescribed by the CO to begin the identification processing effort. COs will follow installation specific guidance regarding the issuance and recovery of all identification media issued to the Contractors by the government. Failure to return all government issued identification upon termination of contract or service, termination of employees or expiration of the identification may result in withholding of final payment.

10.7 Computer and Network Access Requirements: All contractor personnel requiring US Govt. domain access must obtain approval from the COR. Once approved, the COR will begin the process for the requesting contractor to obtain a CAC by providing the necessary information AFIMSC/IP need to conduct a background investigation. Once approved by AFIMSC/IP, the COR will us the MP ICAM process for the contractor to obtain his/her CAC. Once the CAC is obtained, the COR will follow AFIMSC/DST established procedures to procure a govt furnished laptop and domain access. The contractor shall comply with DoDM 5200.02, Department of the Air Force Security Program.

10.8 Reporting Requirements: The Contractor shall comply with requirements from AFI 71-101, Vol 4 Criminal

Investigations, and Vol II Protective Service Matters. Contractor personnel shall report to an appropriate authority any information or circumstances of which they are aware may pose a threat to the security of DoD personnel, Contractor personnel, resources and classified or unclassified defense information. Contractor employees shall be briefed by their immediate supervisor upon initial on-base assignment and as required thereafter.

10.9 Physical Security: Contractor employees shall comply with base Operations Plans/instructions for FPCON procedures, Random Antiterrorism Measures (RAMS) and Operation Security (OPSEC), Emergency Management (EM) and local search/identification requirements. The Contractor shall safeguard all government property including controlled forms provided for Contractor use. At the close of each work period, government-training equipment, facilities, support equipment and other valuable materials shall be secured.

10.10 Operating Instructions: The Contractor will adhere to all DAF activity Operating Instructions (OI) and local Security

Program Management for internal circulation control, protection of resources and to regulate entry into DAF controlled areas during normal, simulated, and actual emergency operations to include local written OIs.

10.11 Government Authorization: The Contractor shall ensure its employees do not allow government issued keys to be used by personnel other than current authorized Contractor employees. Contractor employees shall not use keys to open work areas for personnel other than Contractor employees engaged in performance of duties, unless authorized by the government functional director. The government functional director will be determined at TO level.

10.12 Access Lock Combinations: Access lock combinations are "Controlled Unclassified Information" and will be protected from disclosure to unauthorized personnel IAW DoDM 5400.07. The Contractor will adhere to the DAF activity operating instructions ensuring lock combinations are not revealed to un-cleared /unauthorized persons and ensure the safeguard procedures are implemented. The Contractor is not authorized to record lock combinations without written approval by the government functional director.

10.13 Security Combinations: Combinations to security containers, secure rooms or vaults are classified information and must be properly safeguarded. Only Contractor employees, who have the proper security clearance and the need-to-know, will be given combinations to security containers, secure rooms or vaults. Contractor employees are responsible for properly safeguarding combinations. Contractor employees will not record security containers, secure rooms, or vaults combinations without written approval by the government functional director. Contractors will not change combinations to security containers, secure rooms, or vaults without written approval by the security officer and the government functional director.

10.14 Security Alarm Access Codes: Security alarm access codes are "For Official Use Only" and will be protected from unauthorized personnel. Security alarm access codes will be given to Contractor’s employees who require entry into areas with security alarms. Contractor employees will adhere to the DAF activity operating instructions and will properly safeguard alarm access codes to prevent unauthorized disclosure. Contractors will not record alarm access codes without written approval by the government functional director.

10.15 Freedom of Information Act Program (FOIA): The Contractor shall comply with DoD Regulation 5400.7- R/Air Force

Supplement, DoD Freedom of Information Act Program, requirements. The regulation sets policy and procedures for the disclosure of records to the public and for marking, handling, transmitting and safeguarding for Official Use Only (FOUO) material. The Contractor shall comply with AFI 33-332, AF Privacy Act Civil Liberties Program, when collecting and maintaining information protected by the Privacy Act of 1974 authorized by Title 10, United States Code, Section 8013. The

Contractor shall maintain records in accordance with AF manual AFI 33-322, Records Management and Information

Governance Program; and disposed of in accordance with AF Records Information Management System (AFRIMS) Records

Disposition Schedule (RDS) in lieu with AFI 33-322.

10.16 Security Education and Training: The Contractors are required to participate in the government's in-house and…