Attachment 3 - Sample Task Order PWS Rev1.pdf

Performance Work Statement (PWS) RFP No. H9821025RE012

Sample Task Order

Period of Performance: To Be Determined (TBD)

1.0 INTRODUCTION The Joint Advertising, Market Research and Studies (JAMRS) program within the Defense Personnel Analytics Center (DPAC), requires Contractor services to distribute, conduct analyses, and report findings for the 2026 New Recruit Survey – Recruiter Processes and Recruiter Interaction Module. The work involves: survey planning; design and development; conducting and administering surveys; analysis of quantitative and qualitative survey data; the production of reports regarding the results of the surveys; identifying target markets; as well as, determining prospect market trends and conditions.

2.0 BACKGROUND

The Defense Human Resources Activity’s (DHRA) JAMRS program is an official Department of Defense (DoD) program within the Office of People Analytics missioned to conduct joint-level market research and studies as well as joint market communications. Its mission is to measure and help broaden people's understanding of military service as a career option, and its programs help bolster the effectiveness of all the Services' recruiting and retention efforts. Further, as a component of OPA, JAMRS often examines recruiting related data within the life cycle of military personnel experiences and outcomes. Thus, while JAMRS core function is to conduct market research and recruiting studies in order to provide vital intelligence to recruiting professionals across all branches of the Military and agencies of DoD, JAMRS is also now equipped to examine how recruiting related experiences, career and service expectations pre-accession attitudes, motivations and future plans relate to outcomes later in the personnel lifecycle. Together, this suite of information allows the Services and the Department to conduct informed advertising and outreach planning, react to recruiting market shifts, improve recruiting strategies, allocate recruiting resources more efficiently, and make informed personnel policy decisions with respect to a wider array of personnel and readiness outcomes.

The New Recruit Survey serves as DoD’s official vehicle to assess the impact of recruiting incentives, recruiting programs and policies, compensation and benefits, recruiter interactions, Military Entry Processing Stations (MEPS) processing, and outreach/advertising messages on actual enlistment decisions. The findings function as an ongoing and continuous assessment mechanism to gauge the effectiveness of programs and practices using immediate feedback from new recruits after taking their oath of service at the MEPS. This coordinated effort allows for comparisons across the Services and ensures timely information is available on which to base adjustments to recruiting initiatives and programs. This particular module of the New Recruit Survey focuses on new recruit’s recruiter contact and recruiter engagement in shaping new recruits’ decisions along with the core set of questions designed to assess the impact of recruiting incentives, programs and policies.

3.0 SCOPE The Contractor shall provide all personnel, equipment, materials and other items necessary to perform market research and survey services with regards to the New Recruit Survey.

4.0 REQUIREMENTS The Contractor shall:

4.1 Conduct a kick-off meeting with JAMRS representatives either in person or via conference call. The purpose of the meeting is to clarify JAMRS’ objectives and to discuss how the Contractor will address those objectives. The Contractor shall provide JAMRS a written summary of the meeting discussion along with a plan for research within two (2) weeks after the meeting.

4.2 Ensure all survey instruments and study protocols are compliant with, and reviewed by, the DOD Component Office of Human Resource Protections (COHRP) and all personnel involved with the study are up to date on human subject’s research and ethics training. Furthermore, provide JAMRS personnel with a complete study protocol package will all necessary information and documentation to be submitted to the DOD COHRP office for review and determination.

4.3 Assist JAMRS personnel in informing relevant Service personnel and MEPS personnel of the New Recruit Survey implementation, confirmation of material receipt, fielding requirements and other information as necessary to ensure the Military Services have the information needed to support the survey effort.

4.3.1 Assist JAMRS personnel in instructing relevant Service personnel on how to replace current survey booklet with new booklets, how to distribute survey materials to new recruits and document the instructions in a short write-up to be delivered to relevant personnel.

4.3.2 Provide an email address and toll-free number for service liaisons to ask questions about the survey, to report changes in status/address information, and to make survey requests.

4.4 Print finalized, formatted Service-specific laminated survey booklets/invitations and deliver to sixty-five (65) Military Entry Processing Stations (MEPS). The laminated survey booklets will be re-used throughout the six months fielding period. The annotated questionnaire will be provided by the Government.

4.5 Maintain a survey control system, which will track the status of all sample members, mail outs, survey returns and survey inquiries.

4.6 Administer the survey on a continually fielding basis for six (6) months such that the following specifications are met:

4.6.1 All active-duty new recruits entering the delayed entry program (or immediately shipping to boot camp) are invited to participate in the survey before taking their oath at MEPS through coordination with MEPS Service liaisons.

4.6.2 All Army National Guard and Army Reserve new recruits processing at the MEPS to ship to boot camp are invited to participate in the survey before taking their oath at MEPS through coordination with MEPS Service liaisons.

4.7 Deliver via email or other mutually agreeable electronic means (e.g., DOD SAFE) a monthly dataset of all survey data collected on a monthly basis that includes variable names, variable labels, values, and value labels that are consistent with the questionnaire once data collection begins.

4.8 Deliver via email or other mutually agreeable electronic means (e.g., DOD SAFE) a complete dataset of all survey data collected for the current 6-month module in pre-approved format *i.e. (SPSS, STATA) format that includes variable names, variable labels, values, and value labels that are consistent with the questionnaire once data collection begins.

4.9 Create and deliver via email or other electronic means (e.g., DOD SAFE) annotated questionnaires that links questionnaire items with variables and values in the survey datasets and shall include and document any administrative items included in the datasets (such as wave number, date of survey, etc.).

4.10 Update content on the JAMRS internal, market research and segmentation resources within ten (10) business days as new content becomes available or upon notification by the Contracting Officer Representative (COR).

4.11 Develop and format the next module of the Active Duty and Reserve/Guard Service-specific questionnaires in a paper/booklet format that includes instructions on how to complete the survey and service-specific letters inviting new recruits to participate in the survey to be delivered to respondents by the Government.

4.11.1 The survey administration methodology shall ensure continued trend lines dating back to 2012 on critical elements of the enlistment journey.

4.11.2 Provide an email address and toll free number for survey respondents to ask questions about the survey, to report changes in status/address information, and to make survey requests.

4.12 Deliver Active Duty and Reserve/Guard module alternate deliverable in a format agreed upon by the Government - either six (6) monthly snapshots, or two (2) infographics, or one (1) executive note - that highlights key findings for the fielding period.

4.13 Deliver an Active Duty and Reserve/Guard topline reports for data collected from new recruits that highlights the proportion of respondents that selected each response option per question after the 6-month fielding period.

4.14 Deliver via email an Active Duty briefing deck in a format agreed upon by the Government (e.g. PowerPoint) that highlights key findings from this New Recruit Survey module after 6-months of data collection.

4.15 Deliver a briefing in a format agreed upon by the Government (e.g. PowerPoint) on the data collected from Reserve and Guard new recruits that highlights key findings and notable trends revealed in this data collection after the 6-month fielding period.

4.16 Document the procedures for each aspect of the survey administration, sampling, data collection, weighting and analytic in separate Technical Reports; one for Active Duty and ones for Reserve and Guard, after 6-months of data collection of this module.

4.17 Provide the COR with a Monthly Status report, which includes the status of relevant issues associated with each tasking and a description of the remaining work to be done on the task.

4.18 Due to limitations at all 65 MEPS, a paper survey remains the most effective means to collect data of new recruits.

5.0 DELIVERABLES

The Contractor shall provide deliverable(s) in a format mutually agreed upon by the Government and the Contractor. All deliverables will be reviewed for timeliness, accuracy and format. If a deliverable due date falls on a weekend or holiday, the Contractor shall submit the deliverable on the last workday prior to the due date. In fulfillment of this effort, the Contractor shall provide the following deliverables to the COR.

Deliverable Ref. Delivery Date

Kick-off meeting Para 4.1 Within seven (7) days of Task Order (TO) award

Written summary of meeting Para 4.1 Within five (5) days of kick-off meeting

DOD COHRP Documentation Para 4.2 Within six (6) weeks of TO award

Instructions on survey administration Para 4.3.1 Within two (2) weeks after award of TO

Deliver Finalized booklets Para 4.4 Within five(5) days of the fielding start date

Monthly Datasets Para 4.7 No later than (NLT) the last business day of each month

Deliverable Ref. Delivery Date

Module Dataset Para 4.8 Within thirty (30) days following end of data collection

Annotated Questionnaires Para 4.9 Within thirty (30) days following end of data collection

Update JAMRS Content

Para 4.10

Within ten (10) business days of new content or notification by the COR throughout the PoP

Formatted Surveys for next wave of data collection Para 4.11 NLT 31 January 2025

Alternate Deliverable

Para 4.12

If six (6) monthly snapshots NLT the last business day of each month during the fielding period. If two (2) infographics NLT 31 January 2025. If one

(1) executive note, NLT 31 January 2025.

Topline Reports Para 4.13 NLT 31 January XXXX

Active Duty Briefing Deck Para 4.14 NLT 31 January XXXX

Reserve/Guard Briefing Deck Para 4.15 NLT 31 January XXXX Technical Reports Active Duty, Reserve, and Guard Para 4.16 NLT 31 January XXXX

Monthly Status Report Para 4.17 NLT the last business day of each month during the PoP

5.1 PERFORMANCE REQUIREMENT SUMMARY (PRS)

5.1 Purpose. The PRS lists performance objectives for the required services the

Government will surveil. The absence of any contract requirement from the PRS shall not detract from its enforceability nor limit the rights or remedies of the Government under any other provision of the contract including the clauses entitled “Inspection of Services” or “Inspection” or “Default”.

5.2 The tables below identifies the Critical Performance Elements and the respective Performance Standards and Acceptable Quality Levels (AQLs) which the Government will use to determine contractor performance.

Performance Requirements Summary

Performance Objective PWS Paragraph

Performance Standard/Acceptable Timeliness and Quality Level Provide deliverables by the due date established by the COR and Contractor PM

5.0 Performance is acceptable when there are no more than (3) late deliverables in a month

Provide error free deliverables

5.0

Performance is acceptable when deliverables have zero data-entry and/or data reporting errors and no more than (7) typographical errors.

6.0 CONTRACTOR TRAVEL

No travel is required under this contract.