FY24_Attachment_2_PPBE_BPA_PWS.pdf

FA7014‐24-R-0002

HAF/A8P/A8X SPECIAL PROGRAM FOR

AIR FORCE PLANNING, PROGRAMMING, BUDGETING, AND EXECUTION (PPBE)

TRAINING SUPPORT

PERFORMANCE WORK STATEMENT

(24 Oct 2023)

1. DESCRIPTION OF SERVICES:

Air Force requires its leaders and key personnel, trained with understanding of Air Force planning, programming, budgeting, and execution (PPBE) process. HAF/A8PE and HAF/A8X requires the Contractor to use Government approved training suite of courses to ensure personnel involved with Air Force PPBE process are prepared for their assigned duties and responsibilities.

HAF/A8PE and A8X requires highly qualified contractor subject matter experts (SME) to conduct this essential training requirement.

1.0.1 BACKGROUND:

Director of Programs, Headquarters Air Force, United States Air Force (herein referred to as HAF/A8P), and Director of Plans, Headquarters Air Force, United States Air Force (herein referred to as HAF/A8X) oversees the development and management of supporting systems and processes that ensure careful consideration of force structure, modernization, readiness, and sustainability issues to maintain the Air Force Program. The smooth functioning of this process depends on people with an understanding of the resource allocation processes and an ability to think of the “Air Force at large.” There is no Air Force Specialty Code for these individuals and no Air Force or Department of Defense (DoD) technical school for its instruction. HAF/A8X has an ongoing requirement to maintain and administer Air Force resource allocation processes with a specific focus on building and defending the Air Force Program Objective Memorandum (POM) and Air Force Plan. HAF/A8PE, the Integration Division of the Headquarters, oversees the development and management of supporting systems and processes that ensure careful consideration of force structure, modernization, readiness, and sustainability issues to maintain the Air Force Program.

a. This Performance Work Statement (PWS) defines that the Contractor shall support the review, maintenance, logistics, and instruction of the Government’s suite of courses. These courses consist of the Introduction to PPBE Course, PPBE Executive Course, and the Program and Budget Review (PBR) Course.

b. The Contractor shall provide hands-on information technology (IT) training course for key government personnel (planners, programmers, and budgeters) to use designated IT solutions required for PPBE activities.

c. The Contractor shall be required, upon request, to develop new course offerings, related to the scope of the project, as training requirements evolve and as funds are available.

d. The Contractor shall provide PPBE training that consist of classroom and computer-based training that provides an introductory level course covering areas such as planning the future Air Force, building the Air Force program and budget, preparing, and submitting data, program and budget review, and introduction to PPBE IT solutions. Successful implementation of this requirement will enable Air Force personnel to enhance data analysis capability, more effectively use the Force & Financial Plan (F&FP) and have direct access to data that can be used to make better planning, programming, and budget decisions, and develop management presentations.

e. The Contractor shall perform tasks under this contract, that consist of instructional review, course maintenance, instructional logistics, and administrative activities in support of the courses. Curriculum development and maintenance capability are also required to ensure changes, including resource allocation, plan, program and budget processes, systems and databases, policy analysis, systems analysis, program analysis, and force programming and force structure analysis are accurately portrayed. Due to the dynamic nature of DoD and Air Force PPBE processes, current knowledge of these areas and the ability to modify courses frequently and quickly is crucial.

f. The Contractor shall ensure the availability of a team of broadly experienced SMEs who can respond to the full range of tasks. The Contractor shall be prepared to work independently or in continual contact with HAF/A8PE and A8X representatives. While HAF/A8PE and A8X representatives will provide primary material for course updates, the successful competitor for this work must be prepared to coordinate with other organizations involved in the PPBE process for course data as well.

g. The Contractor is not mission essential and will follow OPM guidance for weather related closures.

1.0.2 Objective:

The Contractor shall provide all required support for nine specific tasks to support the Air Force PPBE Training Support Requirement.

1.0.3 Approach:

The Contractor approach shall consist of needs assessment and customization, comprehensive curriculum development, adaptable and scalable training delivery, collaboration, and knowledge sharing, security clearance and compliance, and ongoing evaluation and improvement.

By employing this objective-driven approach, the contractor as the PPBE Training Support lead will effectively equip Air Force personnel with the essential knowledge and skills to contribute to the success of the PPBE process, supporting the Air Force in achieving its mission and strategic goals.

1.1 Task 1 Introduction to PPBE Course.

“Introduction to PPBE Course is intensive education of approximately 16 instructional hours administered over a 2-day period.”, with practical exercise taught through block 9 included on the last day. This course will combine lecture, group discussion, and practical exercises to achieve the learning objectives. The Contractor shall plan to virtually instruct the “Introduction to PPBE Course” as needed with a minimum class size of 15, though classes of fewer than 15 or more than 50 students may be approved by HAF/A8PE representatives. All Planning, Programming, Budgeting, and Execution (PPBE)-related training to be developed, taught, and maintained at the unclassified level unless specifically directed otherwise by HAF/A8P/A8X.

This course shall be taught by the contractor virtually in a seminar environment that is accessible for students from their issued Air Force Computer. When a course receives more than 30 applications, the government shall establish a wait list to fill any cancellations.

The Contractor shall maintain all aspects of the course to include all instructional blocks, instructor guides, practical exercises, student registration/attendance status, historical records, and course critiques. The Contractor shall also maintain a student reference guide summarizing key processes as well as other reference material deemed appropriate by the Contractor or the Government. Each student will receive an electronic copy of the most current material at the beginning of the course. Additional copies will be made available by the Government electronically on a HAF/A8PE managed shared drive or AF Portal.

The Contractor shall also provide administrative – out support for instruction of the course, to include scheduling instructors and students to attend each course and providing schedule updates to HAF/A8PE representatives. The Contractor shall provide instructional personnel to support portions of the curriculum as identified by HAF/A8PE representatives. The Contractor shall have instructors qualified to instruct every block of the course; however, HAF/A8PE representatives reserve the right to instruct blocks of material when prior notification is provided to the Contractor. In advance of each presentation of the course, the Contractor shall identify one of their analysts to function as the Proctor.

The Proctor shall set up the virtual seminar room for the course presentation, ensure all handouts and training materials are current and delivered or on-hand, ensure all required audio-visual equipment is available and functioning, and respond to unique requirements dictated by the situation. The Proctor shall be readily available throughout the length of the course to perform facilitator functions, including but not limited to administrative details, scheduling adjustments, responding to unforeseen problems, and keeping the course on schedule and on topic during its execution. The Proctor shall also administer the student critiques, conduct post-course reviews with the instructors, make all required course changes (lesson plans and presentation materials), and provide updated materials to the instructors in advance of scheduled courses.

1.2 Task 2 PPBE Executive Course.

The Contractor shall be prepared to instruct PPBE Executive Courses as needed. Each course will be between one and six hours in length, as appropriate to give senior Air Force leaders involved in resource allocation the background they need to function effectively in their duties.

Attendees will normally include General Officers and Senior Executive Service civilians, as well as Colonels and GS-15 employees assigned duties in support of the Air Force Corporate Structure. The course will typically be administered one-on-one or in small groups, with each course tailored to the experiences of the specific attendees (the Contractor shall be responsible for ascertaining the level of experience of the senior ranking attendee and tailoring the course accordingly).

Course scheduling shall be done by the HAF/A8PE authorized caller. The course shall be conducted by the Contractor’s instructors, virtually.

The Contractor shall maintain all material for the course to include instructor guides, student handouts (including at a minimum any slides or material briefed/shown during the course), student registration/attendance status, historical records, and course critiques. Each student will receive an electronic copy of the most current material at the beginning of the course. Additional copies will be made available by the Government electronically on a HAF/A8PE managed Shared Drive, web, or AF Portal.

The Contractor shall identify a Proctor for the course who will set up the training room or virtual environment for the course presentation, ensure all handouts and training materials are current and on-hand, ensure all required audio-visual equipment is available and functioning, and respond to unique requirements dictated by the situation. The Proctor shall be readily available throughout the length of the course to perform facilitator functions, including but not limited to administrative details, schedule adjustments, respond to unforeseen problems and keep the course on schedule and on topic during its execution. The Proctor shall also administer the student critiques, conduct post-course reviews with the instructors, make all required course changes (lesson plans and presentation materials), and provide updated materials to the instructors in advance of scheduled courses.

1.3 Task 3 Program and Budget Review (PBR) Course.

The Contractor shall plan to instruct as needed 12 PBR Courses; with small exceptions these courses should be held twice a week for six-weeks in Jul, Aug and Sep.as determined by HAF/A8PE representatives. The course will be approximately two hours in length, specifically focused on preparing students for the upcoming DoD-led PBR exercise. Because the PBR process changes from cycle to cycle, the Contractor shall be prepared to extensively update the course and applicable material between and during cycles. The course shall be conducted by the Contractor’s instructors virtually with prior approval from HAF/A8PE, but in such a case the course material is limited to unclassified information. This course shall be taught in a seminar environment to groups of between 15 and 50 students, though classes of fewer than 15 or more than 50 students may be approved by HAF/A8PE representatives.

The Contractor shall maintain all material for the course to include instructor guides, student handouts (including at a minimum any slides or material briefed/shown during the course), student registration/attendance status, historical records, and course critiques. Each student will receive and in print if required an electronic copy of the most current material at the beginning of the course. Additional copies will be made available by the Government electronically.

The Contractor shall provide administrative support for instruction of the course, to include scheduling instructors and students to attend each course and providing schedule updates to HAF/A8PE representatives. The Contractor shall provide instructional personnel to support portions of the curriculum as identified by HAF/A8PE representatives. The Contractor shall have instructors qualified to instruct every block of the course; however, HAF/A8PE representatives reserve the right to instruct blocks of material when prior notification is provided to the Contractor. In advance of each presentation of the course, the Contractor shall identify one of their analysts to function as the Proctor.

The Proctor shall assist the Government in setting up the training room for course presentation, ensuring all handouts and training materials are current and on-hand, assisting with ensuring all required audio-visual equipment is available and functioning, and responding to unique requirements dictated by the situation. The Proctor shall be readily available throughout the length of the course to perform facilitator functions, including but not limited to administrative details, schedule adjustments, respond to unforeseen problems and keep the course on schedule and on topic during its execution. The Proctor shall also administer the student critiques, conduct post-course reviews with the instructors, make all required course changes (lesson plans and presentation materials), and provide updated materials to the instructors in advance of scheduled courses.

1.4 Task 4 Testing.

To ensure student comprehension of the material being presented, the Introduction to PPBE course shall feature a pre and post course test administered by the Contractor. Results of those tests shall be provided to HAF/A8PE. Additionally, to ensure the continued high quality of the course, the Contractor shall administer a course critique survey to each attendee of any course and report periodically (but not less than every 6 months) on the analysis of those critiques.

Finally, the Contractor shall conduct ongoing research, consult with subject matter experts, interact with the Proctor, and analyze the results of student critiques to ensure currency and accuracy of each course.

1.5 Task 5 Make -Up and Ad Hoc Courses.

At the discretion of HAF/A8PE and A8X representatives, the Contractor shall allow upon request senior leaders to join a subsequent class should for unforeseen reasons they can’t complete a class they are currently enrolled in. However, occurrences will be kept to a minimum.

1.6 Task 6 Electronic Student handouts and Other Instructional Material.

Once the contractor has developed the material for the classes, the materials, and the content within shall be considered government property and shall not be repurposed for non-Air Force customers. As a part of this contract, the Contractor must maintain and publish a PPBE Reference Book to accompany other course material. This book shall be updated at a minimum, annually and will contain concise process summaries and other helpful reference material. In addition, the Contractor must provide lesson plans, instructional aides, and student handouts for each course. The most current versions of the PPBE Reference Book and individual course material shall be provided to a HAF/A8PE or A8X representative for approval.

1.7 Task 7 Program Management.

The Contractor shall provide the technical and functional expertise required for effectively managing the technical, schedule, and cost parameters associated with the requirements described below. These activities shall include assignment of appropriate personnel, preparation of monthly report submissions, and the scheduling and execution of monthly and as- required meetings with HAF/A8PE and A8X representatives. Program management support may be provided at either the Government or Contractor’s site. Because PPBE is a continually evolving process, the Contractor shall maintain the currency of all courses in response to normal evolution (what happened in the last budget exercise) as well as systematic and technological changes, directives from senior leadership (e.g., Air Force Corporate Structure changes), Quadrennial Defense Reviews, administrative changes, and other applicable events and activities.

1.7.1 Kickoff Meeting/Orientation Meeting.

The Contractor shall schedule and coordinate a Project kick-off Meeting no later than (NLT) five

(5) calendar days after contract award at the location approved by the Government. The meeting will provide an introduction between the Contractor personnel and Government personnel who will be involved with the contract. The meeting will provide the opportunity to discuss technical, management, and logistic issues; travel authorization; communication process between Government and Contractor; and reporting procedures. At a minimum, the attendees shall include key Contractor personnel, OFFICE (HAF/A8PE), key Government representatives, and the COR. The Contractor shall provide a Kick-Off Meeting Agenda that will include, but not be limited to, the following:

• Introduction of personnel

• Schedule (shows major tasks, milestones, and deliverables; planned and actual start and completion dates for each)

• Communication Plan/lines of communication overview (between both Contractor and

Government)

• Government-furnished information (GFI)

• Security requirements (Building access, badges, Common Access Cards (CAC))

• Reporting Requirements, e.g., Monthly Status Report (MSR)

• POCs

• Other logistic issues

• Sensitivity and protection of information

Violations of these export laws are subject to severe criminal penalties. Disseminate in accordance with provisions of DoD Directive 5230.25.

1.7.2 Monthly Report/Meeting Review.

Contractor shall submit a periodic course report, which will include course by course statistics.

1.7.3 Instructional Review and Course Maintenance.

The Contractor is also responsible for periodic instructional review, logistics, administration, and maintenance of all courses. The Contractor shall accomplish this maintenance effort through timely updates to course materials including lesson plans, instructional aides, reference books and practical exercises. Since it is impossible to anticipate when process changes may occur, the Contractor shall be poised to make changes within three weeks of receiving notification of a specific process change from HAF/A8PE and A8X.

1.7.4 Special Qualifications:

At a minimum, all contract personnel shall:

a. Be a US citizen.

b. Have in-depth knowledge and understanding of the PPBE process, including its key components, stages, and principles. Contractor shall be well-versed in the intricacies of developing, justifying, and executing program budgets within the DoD context. Similarly, expertise in the POM, which is a critical component of the PPBE process, is essential. This includes familiarity with the POM timeline, its purpose, and the key activities involved.

c. Have a team of highly qualified subject matter experts with extensive experience in PPBE and POM. These experts shall have a deep understanding of budget formulation, financial management, resource allocation, performance evaluation, and the interrelationships between various stages of the PPBE process; their expertise should cover multiple levels of DoD personnel, from entry-level employees to senior leaders, enabling comprehensive training across the organization.

d. Possess strong training and instructional design capabilities to develop and deliver effective training programs. This includes designing curriculum, creating training materials, developing case studies, and facilitating engaging training sessions. The contractor shall have experience tailoring training content to meet the specific needs of different levels of DoD personnel, employing various instructional methods and techniques to enhance learning outcomes.

e. Have a solid understanding of the DoD's organizational structure, policies, and procedures.

They shall be knowledgeable about the specific nuances of the DoD's budgeting and planning processes, including any recent changes or updates. Additionally, having appropriate security clearances is crucial, as it allows the contractor to access and discuss sensitive information related to budgeting and planning within the DoD.

f. Be skilled at engaging participants, fostering discussions, and answering questions to ensure a comprehensive understanding of the PPBE process and POM. Additionally, strong interpersonal skills are necessary to build rapport with DoD personnel and establish a collaborative and interactive learning environment.

g. Have proficiency with computers, Microsoft Windows, Microsoft Project, and Microsoft Office software.

h. Present a professional appearance, and wear badges identifying them as contractors.

2. SERVICE/DELIVERY SUMMARY

2.1 Services Summary:

Performance

Objective

PWS

Paragraph Performance Threshold Method of Surveillance

SS-1

PPBE/PBR Course(s) 1. Course taught as needed Customer Complaint

SS-2

Testing 1.4 Results provide to A8PE within 2 weeks of course

Periodic Surveillance -

Quarterly

SS-3

Make-Up and Ad Hoc Courses

1.5 Schedule IAW A8P

requirements

Periodic Surveillance -

Quarterly

SS-4

Student Handouts and Other Instructional Material

1.6 PPBE executive training material updated and provided yearly

Periodic Surveillance -

Annually

SS-5

Instructional Review and Course Management

1.7.3 Maintenance updates made

within 3 weeks of notification.

Periodic Surveillance -

Quarterly

SS-6

Monthly Reports/Meeting

1.7.2 Results provided to A8PE

periodically

Periodic Surveillance -

Quarterly

SS-7

Facility/Virtual Requirements

3.1/4.1 IAW with PWS Periodic

Surveillance - Quarterly

2.2 Delivery Summary

The Contractor shall provide deliverable(s) in a format mutually agreed upon by the Government and the Contractor. The following enumerated deliverables are not expected to change. Due Date intervals are not expected to change but actual dates may need to be revised depending on actual contract start date.

2.3 Metrics

Metrics will be established to measure contractor compliance to contractual requirements. These metrics will be based in part on the deliverable requirements identified in the PWS, contractor reporting requirements, contractor and government relationship, and overall government satisfaction of contractor work performance.

Market research will be used as a tool throughout the life of the contract to ensure the most current, efficient, and effective assessment methods and techniques of the commercial marketplace are applied to the performance of services under the contract. At a minimum, market research (including an informal survey of customers) will be conducted annually prior to exercising the option for an additional performance period. The results of the market research/survey of customers will be utilized in making the decision as to whether it is appropriate and, in the Government’s, best interests to exercise the option. These results will be documented in the CO’s Determination and Findings (D&F) supporting option exercise if that course of action is selected.

DELIVERABLE DUE DATE DELIVERY

Introduction to PPBE Course As Needed

Contractor shall provide introductory-level seminar-style PPBR training to up to 30 students 12 times per year, IAW para 4.1

PPBE Executive Course As Needed

Contractor shall provide executive-level PPBE training in one-on-one or small group sessions as required, IAW para 4.2

PBR Course As Needed Contractor shall provide lecture-style PBR training as required, IAW para 3.3

Make up and Ad Hoc Courses As determined by

HAF/A8PE

Contractor shall allow individuals to join subsequent classes as determined by HAF/A8PE, IAW para 4.5

Student Handouts and Instructional Material

Provide to students of each course; update as changes are identified or as required by HAF/A8PE, with update copies provided to

HAF/A8PE

Contractor shall develop and maintain all course material deemed appropriate by HAF/A8PE, including student handouts, reference guides, lesson plans, and critiques, IAW

PWS

Status Reports As Needed By email to the COR in Microsoft Word format

Multi-Functional Team meetings will be scheduled throughout the life of the contract. Attendees at specific team meetings will vary based on the circumstances or issues to be covered at each meeting. Continual contract assessment will be focused on ensuring that the contract, as written, continues to meet the needs of the customer. Team members will consider whether the contract includes tasks which are no longer required; whether there are needs related to the contract’s purpose which are not covered by the contract; and whether any customer regarding contract scope have been received. The success of the contract is dependent upon a combined effort of all members of the Multi-Functional Team.

3. GOVERNMENT FURNISHED PROPERTY AND SERVICES:

There are no Government furnished Property or services provided on this contract.

3.1 Facilities and Support Services.

Most of the courses will be taught virtually. If classroom or office space is required, the Government will coordinate the space requirement with A8PE for a Government facility.

While course attendance will generally be open to all Air Force personnel who apply, priority will be given to personnel filling planning or programming related positions.

Additionally, HAF/A8PE and A8X may apply attendance restrictions based on plan, program, or budget activity need. The need for this in person interaction will be coordinated with at least a 30-day notice.

a. The Government may provide use of all available facilities and support services, materials, publications and forms, and equipment required for contract performance (except as designated in the contract).

b. The contractor shall keep Government supplies, equipment, and work areas in a safe, orderly, and clean condition.

c. The contractor shall notify the Government whenever maintenance of equipment is required.

d. The contractor shall return all equipment purchased/leased or obtained from the Government at the completion of this contract or at the request of the Government.

3.2 Space.

Any space used by the contractor in performance of this contract may be used for other purposes during the contractor’s absence.

Items of clothing, personal effects or equipment may not be secured at the facility. The Government will not be liable for theft, damage to or loss of personal items.

3.3 Badges.

a. The Government will provide a(n) Common Access Cards CAC card/ID badge as appropriate. Badge will be always worn/displayed.

b. The Government will provide CACs. The contractor shall return all issued items upon contract expiration or termination. Additional information is included in DAFFARS Clause 5352.242-9001, CACs for Contractor Personnel.

c. Upon completion of performance or termination of the contract by the CO, the contractor shall turn in all ID badges and any other document issued by the Government to the issuing office, COR, or project manager.

4. GENERAL INFORMATION:

4.1 Place of Performance:

This PWS provides for personnel who will primarily perform their duties through virtual means, utilizing telework capabilities. Most of the contract work will be conducted remotely from contractor designated locations, as specified in the contract. However, by exception, some tasks may require physical presence at designated government facilities or other locations, as determined by the COR in consultation with the AF/A8 and Contractor.

The primary location for virtual work and telework support is the responsibility of the contractor.

The Contractor shall ensure that all personnel working remotely have access to secure and reliable communication and collaboration tools to effectively carry out their responsibilities.

Telework arrangements shall comply with all applicable security, confidentiality, and accessibility requirements outlined by the Government.

In situations where physical presence is necessary, the Government work area will be made available to the Contractor's personnel. The designated government facilities will be equipped with the necessary amenities, including a desk, chair, computer, and telephone for each position.

Any additional equipment required to fulfill specific tasks will be provided by the Government upon determination of need.

It is essential to note that all materials and equipment provided by the Government for the performance of the contract shall remain the property of the Government. At the end of the Task

Order period of performance or upon request by the Government, all materials and equipment must be promptly returned in good condition.

The Contractor shall ensure a seamless transition between virtual and in-person tasks, maintaining consistent communication and collaboration across all work modes. In person task will be on a case-by-case basis and planned accordingly with at least 30-day notice. Flexibility, adaptability, and efficient virtual collaboration are paramount to the successful execution of the contract, with in-person presence being the exception rather than the norm.

4.2 Travel:

If an in-person class is requested, it will be requested at least 30 days in advance. If an in-person class be requested travel accommodation will be made.

4.3 Period of Performance:

The initial period of performance will be 12 months from contract award date, and option years for this task may be exercised thereafter. This PWS will cover the initial base year plus 4 option years.

4.4 Hours of Performance:

Work shall generally be performed during the working hours of 0730 – 1630, Monday through Friday. Work performed during other than standard hours shall be coordinated with the COR.

Any unresolved coordination will be referred to the Contracting Officer (CO). The contractor shall maintain personal continuity to the maximum extent possible. Service will not be required for the following federal holidays on the observed day:

New Year’s Day, January 1st (or as observed) Martin Luther King’s Birthday, 3rd Monday in January President’s Day, 3rd Monday in February Memorial Day, Last Monday in May Juneteenth, June 19th (or as observed) Independence Day, July 4th (or as observed) Labor Day, 1st Monday in September Columbus Day, 2nd Monday in October Veteran’s Day, November 11th (or as observed) Thanksgiving Day, 4th Thursday in November Christmas Day, December 25th (or as observed)

4.5 Contractor Personnel and Security Clearance Requirement:

All tasks must be conducted in full compliance with DOD security regulations. The Contractor personnel employed under this PWS shall meet the security clearance requirements necessary to access and handle information classified up to Controlled Unclassified Information (CUI) level, as needed to perform the contractual obligations. However, access to information classified above CUI level is not required for the successful execution of this contract.

In the event that the Contractor's scope of work necessitates access to information classified above the Controlled Unclassified Information (CUI) level, the Contractor shall promptly notify the Contracting Officer and the appropriate security personnel. The Contractor shall then undergo the necessary security clearance upgrades and additional training as required to access and handle the higher-level classified information. All associated costs and timelines related to the clearance upgrades and training shall be subject to negotiation and agreement between the Contractor and the Contracting Officer, in accordance with applicable regulations and policies.

4.6 Security Classification Guidance:

All U.S. entities contractors and vendors conducting work in support of this PPBE Training contract will review Department of Defense (DoD) instructions 5210.67 and 5210.83 regarding classification guidance for each project they are involved with and adhere to all and any applicable DoD and/or Defense Threat Reduction Security Classification Guide. All entities will implement proper classification markings on all media, e.g., documents and electronic mail.

4.7 Applicable Documents/Paragraphs:

In addition to guidance contained in the PWS the following documents/paragraphs are applicable:

4.7.1 Controlled Unclassified Information (CUI).

All DoD CUI must be controlled until authorized for public release in accordance with DoD Instructions (DoDIs) 5230.09, 5230.29, and 5400.04, or DoD Manual (DoDM) 5400.07. These regulations set policy and procedures for the disclosure of records to the public and for marking, handling, transmitting, and safeguarding of CUI material.

4.7.2 Privacy Act.

Work on this contract may require that personnel have access to information protected by the Privacy Act. Contractor personnel shall adhere to the Privacy Act, Title 5 of the U.S. Code, Section 552a and applicable agency rules and regulations when handling such information.

4.7.3 Records.

All records created and received by the Contractor in the performance of this contract shall be maintained and readily accessible. Records shall remain the property of the Government.

4.7.4 Safety Concerns.

The Contractor is solely responsible for compliance with OSHA standards for the protection of their employees. The Government is not responsible for ensuring that Contractors comply with “personal” safety requirements that do not present the potential to damage Government resources.

4.7.5 Project Policy.

The Contractor shall comply with all industry standards. All work shall be done in accordance with all federal, local, and state laws and regulations.

4.7.6 Inherently Governmental Functions.

The Contractor shall not perform inherently Governmental functions as defined in the Federal Acquisition Regulation (FAR) Subpart 7.5 in relation to this PWS.

4.7.7 Professional Appearance of Workspace.

The Contractor shall keep workspace areas neat and orderly and avoid conditions leading to safety violations.

4.7.8 Non-Personal Services.

The Government shall not supervise or task Contractor employees in any manner that generates actions of the nature of personal services, or that creates the perception of personal services. It is the responsibility of the Contractor to manage its employees directly and to guard against any actions that are of the nature of personal services or give the perception of personal services to the Government or to Government personnel. If the Contractor feels that any actions constitute, or are perceived to constitute personal services, it is the Contractor’s responsibility to notify the CO immediately. Non-personal Contractor services shall not be used to perform work of a policy/decision making or management nature.