Atch 26 BOSS PWS Task Order 13 RDL revised.docx

BUSINESS OPERATIONS

SUPPORT SERVICES

(BOSS)

PERFORMANCE WORK STATEMENT (PWS)

Task Order 0013 RDL

June 25, 2011

Revision 1 July 28, 2011

TABLE OF CONTENTS

1.0 DESCRIPTION OF SERVICES

1.3.1. Administrative Support

1.3.2 Financial Management

1.3.3 Program/Project Support

1.3.4 Program Control Support, Execution, and Reporting:

1.3.5 Additional Support Functions.

1.0

DESCRIPTION OF SERVICES

This Performance Work Statement (PWS) provides support to the Air Force Research Laboratory (AFRL), Phillips Research Site (PRS), Kirtland Air Force Base (KAFB). The contractor shall provide all personnel, services, and other items necessary to perform business reporting, and management administration support functions as defined in this PWS. The contractor shall also support the financial management divisions, the business offices, and individual projects, branches and divisions. All services requested under this Performance Work Statement (PWS) are non-personal in nature and will be requested by a Task Order generated by the applicable functional area and Contracting Officer (CO).

1.1 Mission.

The mission of AFRL within the PRS is two-fold, consisting of the Directed Energy Directorate (RD) and the Space Vehicles Directorate (RV). The Directed Energy Directorate develops high-energy lasers, high-power microwaves, and other directed energy technologies for the United States Air Force and the Department of Defense . The mission of the Space Vehicles Directorate is to develop and transition high pay-off space technologies supporting the war fighter while leveraging commercial, civil and other Government capabilities to ensure America's advantage.

1.2 General.

The contractor shall provide all personnel, services, and other items necessary to perform business reporting, and management administration support functions as defined in this PWS.

1.3 Requirement.

The objective of this PWS is to acquire Non-Advisory and Assistance Service (A&AS), and incidental A&AS support for business and program management activities within the PRS. These activities provide support, assistance, advice or training for the management and operation of the financial management divisions, the business offices, and individual projects, branches and divisions. The Contractor shall provide services in the following areas:

1.3.1. ADMINISTRATIVE SUPPORT

The contractor shall provide management and administrative support functions to assist in the day-to-day operations of the directorates, divisions, branches, and individual projects.

1.3.1.1 Presentation Support.

The contractor shall:

1.3.1.2 Meeting/Conference Support.

The contractor shall:

1.3.1.3 Correspondence.

The contractor shall:

1.3.1.4 Document Support.

The contractor shall:

1.3.1.5 Time and Attendance.

The contractor shall:

1.3.1.6 Travel Orders.

- The contractor shall assist with travel order entry into the government’s automated travel order system.

- The contractor shall assist with voucher entry into the government’s automated travel order system.

1.3.1.7 Organizational Support.

The contractor shall:

1.3.2 FINANCIAL MANAGEMENT.

The contractor shall support divisions, branches and individual programs/ projects with various financial management functions. Functions include, but are not limited, to the functions below.

1.3.2.1 Funds Control

The contractor shall:

1.3.2.2 Resource Allocation

The contractor shall:

1.3.2.3 Budget Execution

The contractor shall:

· Review program/project documentation for recurring trouble areas and recommend resolution to enable timely obligation of program/project funding. Initiate and/or prepare all assigned program/project funding documents in ABSS and CCARS.

· Provide administrative support to program/project managers in developing cost estimates.

· Develop, monitor, and adjust the indirect/overhead rate calculations, which are applied to direct labor hours, based on estimated/actual indirect/overhead cost pools and the estimated/actual direct labor hours.

· Assist cardholders in preparing for a purchase of goods or services, and preparing for audits.

1.3.2.4 Funds Status Reports

The contractor shall:

1.3.2.5 Cost Performance (to include Earned Value Management (EVM) practices) The contractor shall:

· Conduct reviews of assigned program/project funding to ensure funds execution. This includes labor burn rates/trends, commitment, obligation and expenditure rates, and salary cost (direct, indirect and overhead) trends.

· Compare contractor’s actual versus planned expenditures and report over/under-obligations to the program/project manager, along with recommendations for correction. Apply Earned Value Management (EVM) techniques, methods, and practices to cost performance reports to identify variances for program managers when appropriate/required. Develop Performance Measurement Baselines (PMBs) and perform objective measurements of cost, schedule, and technical performance using the following data element formulas: Budgeted Cost of Work Scheduled (BCWS); Budgeted Cost of Work Performed (BCWP); Actual Cost of Work Performed (ACWP); Cost Variances (CV), Schedule Variances (SV), Schedule Performance Indexes (SPI), Cost Performance Indexes, (CPI), Cost Schedule Indexes (CSI), Estimate at Completion (EAC), and To-Complete Performance Indexes (TCPI).

1.3.2.6 Funds Reconciliation

The contractor shall:

· Provide any necessary financial information affecting the creation and maintenance of their assigned JONs in ISMART and JOCAS within their respective organizational structure.

· Conduct research to identify errors and recommend remedial actions on prior year Unliquidated Obligations (ULOs). Particular emphasis shall be placed on appropriations that will be cancelled at the end of the current fiscal year.

· Identify, research, and initiate corrective action for Negative Unliquidated Obligations (NULOs) until reconciled in both MOCAS and the accounting station records in GAFS.

· Review JOCAS and ISMART reimbursement and billing reports and take action to correct any unfunded costs.

· Submit a monthly report summarizing all reconciliation efforts and unresolved discrepancies.

· Identify, research, and initiate corrective actions for iSMART JON unlinks.

· Maintain records for journal vouchers processed.

· Assist budget analysts in obtaining voucher information from DFAS and other organizations.

1.3.2.7 Resource Advisor

The contractor shall:

· Support the Responsibility Center Manager (RCM) in the creation and execution of budgets for assigned mission programs/projects and/or organizational indirect funding.

· Attend Resource Advisor training offered by the Financial Management Division.

1.3.2.8 Labor/Payroll Support (PRS Site, Division, or Branch Level) The contractor shall:

· Serve as the primary organizational OPR for all JOCAS labor entry/approval processing related matters (including training of PRS associates and assurance of accuracy of table data). This includes identifying JOCAS labor process deficiencies and recommending solutions/improvements for such, and facilitating implementation of approved procedural changes.

· Represent the JOCAS office at PRS financial meetings for labor issues and travels in support of JOCAS requirements. Liaise between local Defense Civilian Pay System (DCPS) local customer service representative and PRS.

· Perform personnel in/out-processing and tracking, monitoring all labor input/approval requirements (including adjustments) processing deadlines for DCPS upload.

· Serve as liaison between lab entry and approval clerks and local payroll office.

· Provide JOCAS labor training to PRS and provide geographically separated JOCAS users with support/advice with regard to training needs for labor input and labor processing.

· Provide the Chief, Cost Accounting Office (CCAO) with metrics reports for status of delinquent labor.

· Serve as custodian for labor adjustment audit trail documents.

· Maintain comprehensive desk procedures guide for JOCAS labor matters.

· Run/review standard and ad-hoc labor reports and queries as appropriate.

1.3.2.9 Reconciliation of Reimbursable Customer Accounts

The contractor shall:

· Serve as the primary OPR for balancing reimbursable accounts (for all active fiscal years) between JOCAS and GAFS.

· Serve as liaison between field analysts, DFAS and the local ALO on laboratory reimbursement transaction matters.

· Support the JOCAS Systems Accountants with researching reimbursable account inquiries lodged by both internal and external customers.

· Attend meetings and perform occasional Temporary Duty (TDY) in support of JOCAS reimbursement issues.

· Serve as alternate for JOCAS labor and payroll technician.

· Monitor/identify the status of reimbursable account across multiple AF systems (for all fund types) related to the laboratory’s reimbursement program, supporting the Functional Database Administrator (FDBA) with building JOCAS customer billing templates, and retrieving and reviewing reimbursable financial data from GAFS (Paperview and MicroBAS) and JOCAS.

· Initiate corrective action for detected errors in GAFS or JOCAS and follows up on open issues until resolved.

· Maintain proper audit trail for all reconciliation work performed on accounts.

· Run/review associated standard and ad-hoc reports and queries as appropriate.

· Suggest improvements for streamlining JOCAS processing and operations.

· Maintain comprehensive desk procedures guide for JOCAS reimbursement matters.

1.3.3 PROGRAM/PROJECT SUPPORT.

The contractor shall support divisions, branches, and individual technical projects. Overall support of an effort includes, but is not limited to providing: program planning; program control support; funding support and tracking; schedule monitoring and reconciliation; computer support; facilities support; safety and security support.

1.3.3.1 Program Planning.

The contractor shall:

· Support the divisions’, branches’, and projects’ strategic planning to improve the direction and focus of programs/projects using strategic planning tools and techniques.

· Prepare detailed plans, budgets, and schedules for assigned programs/projects, and participate with senior government analysts in the fiscal program/project planning.

· Support the division, branch and individual programs/projects with out-year financial planning activities such as the Program Objective Memorandum (POM) inputs, Budget Estimate Submission (BES) adjustments, etc.

· Provide reports and summaries as an input to division and branch program briefings and provide adequate documentation support such as Research, Development, Test and Evaluation (RDT&E) Descriptive Summaries and the AFRL Science and Technology Plan.

· Provide all necessary support required in reprogramming of funds and funding levels due to manpower or other changes.

· Review plans to ensure funding requests agree with established funding allocations.

· Provide all necessary support to the division, branch, or project management in correcting any identified deficiencies.

1.3.3.2 Financial Program Control, Tracking & Support.

The contractor shall:

· Review the project’s work breakdown structures (or similar project structure) and databases to track Government labor hours and shall interface with JOCAS/ISMART systems for support of the technical projects.

· Using historical and program data, budget/forecast civilian labor costs and perform labor variance analysis.

· Maintain database queries that provide the needed input for labor variances.

· Provide oversight on contractor division financial personnel to ensure they are trained properly, funding documents are created and processed in a standardized way, and budgets, obligations, and expenditures are tracked, corrected, updated, and reported in an accurate and consistent manner.

· Consolidate financial data from branches and programs into division-level reports for review by division management. When required, attend directorate financial execution reviews.

· Ensure the accuracy of the labor variance reports and the actual costs, and hours, both of which come from JOCAS.

1.3.3.3 Funding Support and Tracking.

The contractor shall:

· Initiate the request for, and sign as requester on, funding documents for projects on contract and for any other contract items requiring additional funds.

· Support the project manager or project officer in the establishment, correction and completion of Job Order Numbers (JONs).

· Get an assigned Defense Technical Information Center (DTIC) number to support each Research and Development (R&D) JON that is created.

· Ensure that all levels of management have consistent and accurate financial information on assigned projects.

1.3.3.4 Schedule Monitoring and Reconciliation

The contractor shall:

· Review the contracts of assigned projects for schedule adequacies.

· Report any discrepancies, shortfalls, overages or schedule anomalies based on overall project of program goals to the project officer.

· Make recommendations and aid in reconciling any schedule errors or discrepancies found during the reviews.

1.3.3.5 Program/Project Computer Support:

The contractor shall:

1.3.3.6 Program/Project Facilities:

In accordance with paragraph 3.2 of this document, the contractor shall:

· Support the division, branch or project officer in any coordination efforts with the directorate or the base facility engineering offices to improve or correct deficiencies. Coordination shall include writing and tracking Base Civil Engineering work orders for the projects assigned or assisting in Military Construction (MILCON) briefings or justifications.

· Manage inventory and track project specific hardware/equipment.

1.3.3.7 Program/Project Safety & Security:

The contractor shall:

· Provide support in the evaluation of program/project safety and security requirements.

· Support the creation of project safety and security guides.

· Support the reporting of safety and security deficiencies and corrections to such deficiencies.

· Support the Division or Branch as Office Security Manager (OSM).

· Support the division, branch, or project as part of the government team performing end-of-day security checks.

· Serve as courier for classified material as required.

· Respond to alarm calls from 377 Security Forces Squadron (SFS) as required.

· Be authorized to open and close secure facilities.

1.3.3.8 Logistics Support

In accordance with paragraph 3.2 of this document, the contractor shall:

· Support division, branch or projects Tool Control programs.

· Support division, branch or projects Test Measurement and Diagnostic Equipment Management programs.

· Support the division, branch or projects Asset Control programs.

· Support division, branch, or projects Electrostatic Discharge Program (ESD) programs.

1.3.4 PROGRAM CONTROL SUPPORT, EXECUTION, AND REPORTING:

The contractor shall provide accurate updating, appropriate reviews, projections, required execution, and comprehensive reporting of all technical directorate current/future program/project status allocations to designated authorities.

1.3.4.1 Program Control Support

The contractor shall:

· Identify at risk program/project funding allocations, and provide corrective options to designated authorities.

· Coordinate and provide updates of manpower allocations and the resulting impact to designated authorities, to support rescissions, program budget decisions, and other reprogramming actions.

· Coordinate, verify, and provide reviews on the potential impact of terminations and liabilities

· (cuts, and estimates) to designated authorities.

· Perform reviews, identify program impact, and provide redirection options for program budgets due to rescissions and other budget exercises to designated authorities.

· Coordinate with the individual Technical Directorates’ program/project offices in finalizing Defense Advanced Research Projects Agency (DARPA) orders, Budget Estimate Agreements (BEA), Budget Authorizations (BA), Program, Budget and Accounting System (PBAS), Descriptive Summaries (DS), etc.

· Coordinate and review program resources vs. requirements to properly address projected agreements between various government agencies to meet current and future year requirements.

· Coordinate and ensure accuracy of annual/ongoing planning/process efforts, for example, Science and Technology (S&T) Plans, Modernization Planning Process (MPP) and Technology Transition Plans (TTP) inputs.

· Support accurate and comprehensive Program Objective Memorandum (POM) and Amended POM (APOM) inputs.

· Review, coordinate, and verify Descriptive Summaries (DS) inputs.

1.3.4.2 Program Control Execution

The contractor shall:

· Maintain accurate program level updates (e.g., Focused Technology Area/Technical Area (FTA/TA) tables in ISMART), to ensure that the JOCAS and ISMART systems program information/status is correct.

· Support individual Technical Directorates’ program/project offices in collecting pertinent input data, reviewing input data vs. existing requirements, and summarizing impact for inclusion in Missile Defense Agency (MDA) and as well as other customer databases.

· Track, execute, and provide reports on the timeliness of commitments, obligations, burn rates, accruals, and execution of program/project spend plans (planned vs. actual and planned vs. allocations) to designated authorities.

1.3.4.3 Program Control Reporting

The contractor shall:

· Provide the necessary data/position reports/papers to support the government’s position on significant funding and resource issues, concerns, and potential problem areas to higher headquarters.

· Provide support/briefing preparation for Execution Reviews (ER), Technology Management Reviews (TMR), Space Experiments Review Board (SERB), Technology Area Review and Assessment (TARA), and Scientific Advisory Board (SAB), and coordinate with other organizations such as SAF, MDA, etc.

· Ensure accuracy of reports on Federally Funded Research and Development Centers (FFRDC) activities and reviews to meet the government’s obligation to support the National Science Foundation Survey (NSFS).

1.3.5 ADDITIONAL SUPPORT FUNCTIONS.

The contractor shall provide support in additional functional areas. Such support includes, but is not limited to, the following.

1.3.5.1 Corporate Communications.

The contractor shall:

· Support the research, writing, assembly/layout, design, and distribution of laboratory media including computer graphics. Media includes, but is not limited to, brochures, displays, fact sheets, guides, biographies, news releases, handouts, briefing charts, and multimedia presentations.

· Support development of Internet/Intranet/World Wide Web pages in coordination with the applicable Government Chief Information Officer (CIO), in accordance with Government standards, ensuring compatibility with other Government websites.

· Support the business and promotional efforts for the directorate and laboratory.

1.3.5.2 Human Resource Liaison.

The contractor shall:

- Provide administrative and technical support to division supervisors and managers in civilian and military Human Resources (HR) functional areas.

- Provide HR office liaison support to Headquarters (HQ)’s, divisions, and branches.

1.3.5.3 Acquisition Certification Technician

The contractor shall:

· Support the RV and RD Acquisition Professional Development Program (APDP) manager. This includes, but is not limited to, processing certification applications, assisting employees in determining acquisition corps qualification eligibility, and being familiar with DoD 5000.52M, the AF Civilian Career Programs Training and Development Guide, and all other relevant training regulations, policies, etc.

· Maintain the local APDP training database and other necessary records, provide information for reconciliation discrepancies between local and higher headquarters data, and provide reports.

· Provide information on the Continuous Learning program requirements for APDP to include changes information updates, etc to employees.

· Work as system administrator for the Learning Management System to include, but not limited to, maintaining the database, creating the courses, creating and providing reports, and evaluating all changes or modifications to the system.

1.3.5.4 General Training Manager.

The contractor shall:

· Plan, structure, implement, and administer an organization-wide training program, for the organization. Training topics may include, but are not limited to, new or existing budget/financial computer programs and software, new financial management methodologies, and required AF training (e.g., computer software training). The scope of requirements shall include, but not be limited to performing the following:

· Evaluate effectiveness of training programs through formal analysis and reporting.

· Develop innovative solutions or strategies, including computer based training, that meet mission objectives and improve overall mission accomplishment.

· Provide technical advice and guidance pertaining to organizational training programs; as needed, develop and present lesson plans, materials, documentation, etc.

· Maintain and derive reports from a training database.

· Prepare and monitor the training budget.

· Research and schedule training courses.

· Maintain suitable materials, facilitate classes, and keep abreast of new leadership and managerial techniques offered commercially.

1.3.5.5 Protocol.

The contractor shall:

- Provide protocol support. Protocol support may include, but is not limited to:

1) Planning and coordinating agendas for official visits, conferences, working group meetings, and other official functions at both government and non-government facilities.

2) Provides support for retirement ceremonies and rehearsals including information and recommendations regarding etiquette rules.

3) Coordinate with other protocol offices, distinguished visitors’ staffs and other support personnel.

4) Design and produce media such as invitations, programs, brochures, scripts, letters, manuals, checklists, signs, and table tents using computer software (e.g., Microsoft Office).

5) Provide general logistical, management, and administrative support for the Protocol office. Performs any other duties deemed necessary to fulfill requirements of the function supported. This may include adjusting normal duty hours to accommodate function agendas. The contractor shall provide a cellular phone for this function.

1.3.5.6 R&D Case File Monitor or Work Unit Administrator .

The contractor shall:

- Function as the R&D Case File (CF) Monitor. Perform all duties required to ensure that the CF program is maintained and improved in such a way that all Department of Defense (DOD), Air Force (AF), AFRL and other requirements are met. The contractor shall work with the Phillips Research Site (PRS) Records Manager and staff (RVIR) to ensure that CF activities and the duties listed below are coordinated, synergistic, and not redundant within the site’s Records Program. Duties will include, but are not limited to:

Maintaining a current understanding of all appropriate requirements and regulations pertaining to CF and Work Unit (WU) management, including specific documentation required for various types and sections of CF, Maintaining Microsoft Excel or database records as required, ensuring that the program manager has a current, accurate list of all CFs and WUs and associated information. The information in the records will include, but is not limited to, inspection dates and status, WU review status, WU summary (DTIC) status, the project officer responsible for each CF/WU and other POCs, Providing CF/WU training to Functional Area Records Managers (FARMs), Record Technicians (RTs), Project Officers (POs) and others as required, Ensuring that WU summaries are entered in the appropriate database, Scientific and Technical Information Transfer (STINT) summary database, or other database as required, Performing periodic R&D case file inspections, tracking results and corrective actions,.

Preparing (with assistance from the program manager) AFRL Form 2913s, Laboratory Management Reviews, Preparing (with assistance from the PM) AFRL Public Affairs/OPSEC forms, and Track and file all monthly/quarterly status and cost reports.

1.3.5.7 Facilities/Equipment Support (PRS Site, Division, or Branch Level) The contractor shall:

· Support the Facility Manager.

· Perform duties associated with the management of maintenance, repair, and construction of real property to include monitoring the facility contracts, interfacing with base civil engineering or their contract representatives, the Army Corp of Engineers, or others as necessary to insure timely completion of facility work orders and projects.

· Maintain databases of real and physical properties. Databases will include digital photos, maintenance and repair, minor construction, and military construction. Must be able to utilize basic software tools such as Microsoft Word, Excel, PowerPoint, ESRI ArcView, Autodesk AutoCad, Automated Civil Engineering System (ACES), and Work Information Management System (WIMS)

· Ensure building custodians/managers are maintaining their facilities within established KAFB and AF procedures and that the building custodians/managers are maintaining on-site supplies required for each building assigned.

· Initiate/coordinate/ensure satisfactory completion of work orders called into Civil Engineering.

· Perform duties of Division or Branch Information Technology Equipment (ITE) Custodian/Equipment Custodian.

· Perform duties of Division or Branch Building Custodian.

The contractor may perform the duties of ITE Custodian, Equipment Custodian and Logistics Support Stock Monitor in accordance with paragraph 3.2 of this document.

1.3.5.8 RESERVED

1.3.5.9 Public Affairs Support

The contractor shall:

- Support process development and documentation. Processes may include the following, but are not limited to:

1) Proof-reading and editing material for public dissemination.

2) Responding to oral and written requests for information from external and internal sources and media sources.

3) Support Security review process for public release.

4) Assist in coordination and support of tours.

1.3.5.10 RESERVED

1.3.5.11 RESERVED

1.3.5.12 Records Management

In accordance with paragraph 3.3 the contractor shall:

1) Serve as the Functional Area Records Manager (FARM) for a designated functional area.

2) Coordinate with the ARM on records information; assist records custodians in their divisions;

control and inspect file plans; provide guidance and assist in maintaining records, perform staff assistance visits, inspect records for retirement, dispose of records, ensure personnel are trained, and ensure records are in compliance.

1.3.5.13 Division Administration and Financial Support

The contractor shall:

1) Provide division-level administrative functions and perform business reporting, reviews, internal management control program, division-level human resources functions, functional area records management, financial and management administration support functions.

1.3.5.14 S&T Information (STINFO) Liaison

The contractor shall:

1) Track suspense’s related to S&T information metrics and coordinate the final product. This includes: status of both draft and final technical reports (TRs), status of annual case file audits and action items resulting from those audits, status of initial, annual and final LMR accomplishments.

2) Manage suspenses (i.e., taskings to provide data and information). Suspense management includes, but is not limited to:

a) Research/clarify the task and providing a detailed write-up of the requirement.

b) Disseminate and track responses from, affected offices and individuals.

c) Compile information received and consolidate information into a single report/package.

d) Check responses for accuracy/compliance and request changes/additions as required.

e) Provide information needed to complete taskings and assistance to offices/individuals answering the suspense.

f) Provide suspense status and identifying issues.

3) Identify and suggest improvements in the STINFO services to include internal changes, maintain a current inventory of scientific and technical information to provide data to higher management.

basis to identify problems and recommend solutions.

1.3.5.15 RESERVED

1.4 MANAGEMENT REQUIREMENTS.

1.4.1 Quality Control Plan.

The contractor shall develop, maintain, enforce, and document a Quality Control Plan (QCP). The QCP shall ensure that the government receives the level of quality that is consistent with the requirements specified in each task order. The contractor shall be responsible for overall responsiveness, cost control, adherence to schedules, professional and cooperative behavior, technical quality of work, management of contractor team’s efforts including level of understanding of PRS mission, and commitment to customer satisfaction. The QCP shall be sufficiently detailed to provide the contractor’s methodology for identifying and recruiting qualified personnel for support requirements identified in the areas in Paragraph 1 of this PWS (“Description of Services”). The QCP shall also provide the contractor’s methodology for resolving problems identified by the Government during reviews conducted in accordance with Paragraph 2 of this PWS (“Service Delivery Summary”). The QCP shall also provide the contractor’s methodology for establishing an internal feedback system for support personnel, and for resolving problems identified by that feedback system.

The QCP shall be made available for government review upon request.

Three specific sections should be addressed to demonstrate and validate that the services or deliverables to be provided under the contract are completed with a level of quality that meets the minimum performance threshold established in the Service Delivery Summary (SDS) items found in the Performance Work Statement. Suggested table of contents and specifics for a Quality Control Plan:

- Quality Management Approach: The overall approach for managing contract quality is described in this section of the Quality Control Plan. Discuss your overall quality philosophy and describe how your employees are integrated into the quality management process.

- Quality Assurance: Quality assurance activities focus on the processes being used to manage and deliver the services or deliverables. Organizational charts, communication lines, decision making authorities, criteria to be employed when determining if and when to elevate a performance issue are among the areas that should be thoroughly described in the QCP.

- Quality Control and Quality Standards: Quality control activities should be performed continually throughout a contract to verify that management, services rendered or deliverables are of high quality. The PWS contains SDS items that establish performance thresholds or quality standards. The service provider’s performance will be evaluated against the SDS criteria before the performance is accepted. The QCP should describe how the service provider will determine when services or deliverables specified in the SDS are complete and correct. The service provider may also discuss and describe areas in the PWS felt to be of particular importance in the successful performance of this contract. As a minimum each SDS item should be discussed. Topics covered in this section of the QCP include:

- Identify each performance area and the level of importance to the overall contract;

- Identify the specific quality tools or tracking method(s) to be utilized for each performance area;

- Identify service provider metrics or report areas and frequencies;

- Identify the methods to be used to identify a performance weakness and describe resolution approaches whether discovered by your quality control processes or identified by the government.

2.0 SERVICE DELIVERY SUMMARY.

No more than three total instances of failure to meet PWS requirements, listed in the above SDS items per assessment period.

2.1 PERFORMANCE EVALUATION: Performance will be assessed through evaluation using the performance objectives and thresholds specified in the contract Service Delivery Summary, and/or Task Orders, (QAP have the right to conduct assessment for SDS items and non-SDS items as well.) For clarity, the Surveillance Reports (SRs) for each task order will be submitted to the COR, the COR will consolidate the inputs and provide a single report to the contracting officer for each period being reported. The CO will provide feedback to the contractor.

2.2 Any discrepancies or problems occurring during the assessment cycle will be brought to the attention of the COR, contract specialist and contracting officer by whatever means is most expeditious and appropriate (personal visit, phone call, or e-mail). The SR will be submitted to the Contracting Officer within 15 working days of the end of each assessment period. Each area assessed and rated, must be supported by objective data (or subjective observations). The evaluation areas used to assess the SDS items, and non-SDS items are:

2.2.1 Evaluation Area #1: Quality of Product or Service. Assess the contractor’s conformance to contract requirements, specifications and standards of good workmanship (e.g., commonly accepted technical, professional, environmental, or safety and health standards). List and assess any sub-elements to indicate different efforts where appropriate. Include, as applicable, information on the following:

· Are reports/data accurate?

· Does the product or service provided meet the specifications of the contract?

· Does the contractor’s work measure up to commonly accepted technical or professional standards?

· What degree of government technical direction was required to solve problems that arose during performance?

For Operations Support: Assess how successfully the contractor meets program quality objectives such as producability, reliability, maintainability and inspectability. The Approving Official (AO) must be flexible in how contractor success is measured; e.g., using data from field reliability and maintainability and failure reports, user comments and acceptance rates, and scrap and rework rates. These quantitative indicators may be useful later, for example, in source selection evaluations, in demonstrating continuous improvement, quality and reliability leadership that reflects progress in total quality management. Assess the contractor’s control of the overall production process to include material control, shop planning and control, and status.

2.2.2 Evaluation Area #2: Schedule. Assess the timeliness of the contractor against the completion of the contract, task orders, milestones, delivery schedules, and administrative requirements (e.g., efforts that contribute to or affect the schedule variance).

This assessment of the contractor’s adherence to the required delivery schedule should include the contractor’s efforts during the assessment period that contributes to or affects the schedule variance. This element applies to contract closeout activities as well as contract performance.

2.2.3 Evaluation Area #3: Cost Control. Assess the contractor’s effectiveness in forecasting, managing, and controlling contract cost. Include, as applicable, the following information:

· Does the contractor keep within the total estimated cost (what is the relationship of the negotiated costs and budgeted costs to actuals)?

· Did the contractor do anything innovative that resulted in cost savings?

· Were billings current, accurate and complete?

· Are the contractor’s budgetary internal controls adequate?

2.2.4 Evaluation Area #4: Business Relations. Assess the integration and coordination of all activity needed to execute the contract, specifically the timeliness, completeness and quality of problem identification, corrective action plans, proposal submittals, the contractor’s history of reasonable and cooperative behavior (to include timely identification of issues in controversy), and customer satisfaction. Include, as applicable, information on the following:

· Is the contractor oriented toward the customer?

· Is interaction between the contractor and the government satisfactory or does it need improvement?

· Include the adequacy of the contractor’s accounting, billing, and estimating systems and the contractor’s management of Government Furnished Property (GFP) if a substantial amount of GFP has been provided to the contractor under the contract.

2.2.5 Evaluation Area #5: Management of Personnel Assess the contractor’s performance in selecting, retaining, supporting, and replacing, when necessary, key personnel. For example:

· How well did the contractor match the qualifications of the position, as described in the contract, with the person who filled the key position?

· Did the contractor support key personnel so they were able to work effectively?

· If a key person did not perform well, what action was taken by the contractor to correct this?

If a replacement of a key person was necessary, did the replacement meet or exceed the qualifications of the position as described in the contract schedule

2.2. Frequency and Methods of Inspection:

Each task order receiving contractor support will perform surveillance reports.