Attachment_0001_-_PWS-revised.doc

HQ0034-14-R-0104

Attachment 0001

PERFORMANCE WORK STATEMENT

Office of the Under Secretary of Defense (Comptroller) (OUSD(C)) Web Based Curriculum Development II (WBCD II)

1. INTRODUCTION

1.1. BACKGROUND

The OUSD(C) Financial Workforce Management Division (FWMD), as directed by the Director, Human Capital and Resource Management and the Under Secretary of Defense (Comptroller) (USD(C)) and as stated in the financial management chapter of the DoD Civilian Strategic Human Capital Plan, is to provide a multi-year effort to meet DoD-wide civilian workforce planning needs and facilitate lifecycle management of the Department’s civilian Financial Management (FM) workforce. The FWMD is responsible for ensuring the DoD Financial Management workforce has the competencies, capacity, and tools to acquire, develop, and sustain the talent needed to meet current and future mission requirements.

Department of Defense Instruction (DoDI) 1300.26, Operation of the DoD Financial Management Certification Program, establishes a certification program that supports the professional development of the FM workforce and provides a framework for a standard body of knowledge across the FM workforce. IAW this DoDI, all members of the DoD FM workforce are required to achieve and maintain a certain level of certification based on their position; the certification is course-based and requires a certain number of hours of instruction in defined FM and Leadership competencies at defined proficiency levels.

The DoD FM Certification Program Learning Management System (LMS) is the system of record for documenting the learning and certification achievements of all DoD FM workforce members. LMS also hosts all of the OUSD(C) web-based courses. Each member of the FM workforce accesses LMS to record achievements and to take web-based courses. In order to access LMS, an individual must have a DoD Common Access Card (CAC) and must have an account on LMS. Only members of the FM workforce can access the LMS. LMS is operated and maintained by Washington Headquarters Services (WHS) via a Memorandum of Agreement (MOA) between WHS and OUSD(C). OUSD(C) web-based courses are installed and hosted on LMS by WHS IAW this MOA.

FM myLearn is an OUSD(C) website which serves two purposes. It serves as an on-line course catalog listing all federal and commercial courses aligned with the competency requirements for certification, and it hosts all of the OUSD(C) web-based courses. Each member of the FM workforce accesses FM myLearn to identify courses which satisfy their certification requirements and to take web-based courses. In order to access FM myLearn, an individual must have a CAC. OUSD(C) has contracted with a third-party service provider to operate and maintain FM myLearn. OUSD(C) web-based courses are installed and hosted on FM myLearn by this third-party IAW the terms of the third-party contract.

1.2. OBJECTIVES

The objective of the FWMD is to provide sufficient NASBA-compliant web-based courses such that any member of the DoD FM workforce could achieve certification entirely via these web-based courses. See Attachment 0008 for current NASBA Guidelines.

1.3. SCOPE

The scope of this requirement encompasses all of the subject matter required for certification at any level, excluding Leadership subject matter, and it includes all of the expertise required to develop and deliver web-based courses in support of the Certification Program.

The contractor shall design, develop, test, and deliver web-based curriculum in modules of instruction to support accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, analysis/decision support, acquisition, ethics, and other elements of DoD financial management. The contractor shall also provide subject matter expertise (SME) and course content for web-based curriculum in modules of instruction to support accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, analysis/decision support, acquisition, ethics, and other elements of DoD financial management.

The period of performance shall be for one (1) Base Year of twelve months, from September 27, 2014 to September 26, 2015 and four additional twelve-month option periods.

2. GENERAL REQUIREMENTS

The contractor shall design, develop, update, test, and deliver web-based courses in the areas of accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, analysis/decision support, acquisition, ethics, and other elements of DoD financial management.

2.1. NON-PERSONAL SERVICES

The services and performance required under this contract are determined to be not inherently governmental. The contractor shall not perform or give the appearance of performing inherently governmental functions as described in FAR Part 2 and Subpart 7.5, and all applicable DoD policy. The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. All contractor personnel shall identify themselves as contracted support personnel in all forms of communication with all entities with whom OUSD (C) has business dealings. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services, or give the perception of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Contracting Officer immediately.

2.2. BUSINESS RELATIONS

The contractor shall successfully integrate and coordinate all activity needed to execute the requirements specified herein. The contractor shall manage the timeliness, completeness, and quality of the contract deliverables. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of all contractor personnel (including subcontractors). The contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

2.3. CONTRACT MANAGEMENT

The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this requirement. The contractor must maintain continuity between the support operations at the Pentagon and the contractor's corporate offices.

The contractor shall establish processes and assign appropriate resources to effectively administer this contract. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support this contract. The contractor shall assign work effort and maintaining proper and accurate time keeping records of personnel assigned to work on this requirement.

2.4. SUBCONTRACT MANAGEMENT

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification to the Contracting Officer or Contracting Officer Representative (COR).

The COR for this contract is:

Shall be provided at the time of award.

The Task Monitor (TM) for this contract is:

Shall be provided at the time of award.

2.5. CONTRACTOR PERSONNEL, DISCIPLINES, AND SPECIALTIES

An integral part of successful performance under this contract is not only the production of quality products described in Section 3.0, but the responsiveness of contractor personnel in the day-to-day output of work products. While the end product or deliverable is vital to successful performance, day-to-day oversight also includes client interaction and responsiveness. Accordingly, the contractor is required to proactively maintain assigned tasks, and be responsive to all entities with professional business dealings related to the assigned tasks.

The Contractor must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

The work to be performed herein is considered bona fide professional labor and is exempt from the Fair Labor Standards Act (FLSA).

Contractor personnel, collectively, must have the following general knowledge:

· Knowledge of Department of Defense (DoD) organizational elements and structure as it relates to OUSD(Comptroller)

· Knowledge and experience of personal computers, Microsoft Office software (i.e. Access, Excel, Word, PowerPoint, etc.) and online web-based learning application software.

· Knowledge and experience in development of course materials using adult learning principles, instructional system design methods, technical writing, process mapping, and web based learning applications.

· Knowledge and experience in DoD and Federal Government finance, accounting, audit, budget, fiscal law, audit readiness, analysis, ethics standards, principles, policies and processes.

Contractor personnel, collectively, must have the following specialized DoD Financial Management experience and expertise:

· DoD Planning Programming Budget and Execution (PPBE)

· Working on a DoD Department-level staff (Service, OSD or Joint Staff)

· Developing and managing performance metrics

· Financial management certification and certificate programs

· Facilitation and administration of workshops and focus groups

· Federal CFO Act audit requirements (e.g. Financial Improvement Audit Readiness – FIAR)

· Financial Management Regulations as they pertain to DoD financial management

· Financial Management Enterprise-level Competencies

· Subject Matter Expertise in all of the subject matter described in Paragraph 1.3, Scope.

2.6. TRAINING

The Contractor shall provide training, as necessary, for their own personnel to ensure that personnel are trained on the common suite of Microsoft Office tools (e.g., Word, Excel, Powerpoint) and other applicable programs. The Contractor shall also ensure that all of its employees have been properly trained and are qualified to perform assigned tasks under this PWS. The Government will provide or coordinate training on any new Government-provided equipment or Government-directed training (e.g., Information Assurance). If such training requires travel on the part of contractor employees, local travel costs (i.e., Metro) shall be borne by the contract personnel.

2.7. TRAVEL

All travel within 100 one-way, miles of the National Capital Region is included in the price of this contract. Travel outside the National Capital Region will not normally be required. When movement of contractor personnel is required locally (i.e., Metro) costs will be borne by the contractor. The Government will reimburse the contractor for all other travel outside the 100 mile limitation that was authorized in advance by the Contracting Officer, for reasonable travel related expenses. Such direction will be made by the Contracting Officer via issuance of bilateral modification(s), on a cost reimbursement basis to the contract against the Government specified not-to-exceed amount.

2.8. LOCATION

Work shall be performed at the contractor’s facility.

2.9. HOURS OF WORK

Recognized Federal holidays are follows:

3. PERFORMANCE REQUIREMENTS

The following section specifies the Performance Objectives and Performance Elements for the contract.

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items necessary to

3.1. TASK 1 – DELIVERY OF NEW COURSES AND SUBJECT MATTER EXPERTISE – All new course development shall take place in the base year. Please see Attachment 0006 for course topics.

3.1.1. The contractor shall provide subject matter expertise (SME) and course content for web-based curriculum in modules of instruction to support accounting, finance, auditing, budgeting (planning, programming, budgeting, and execution), cost analysis, fiscal law, audit readiness, analysis/decision support, acquisition, ethics, and other elements of DoD financial management. The contractor shall provide Subject Matter Experts (SME) for 28 courses, totaling 86.5 credit hours. (CLIN 0001)

3.1.2. The government shall provide SME’s for 3 courses, totaling 12 credit hours. The contractor shall facilitate government SME groups and shall meet with government SMEs in order to obtain the course content necessary to provide the required deliverables. (CLIN 0002)

3.1.3. Please see PWS Section 6, Deliverables, for more information. The contractor shall provide the following deliverables for each course:

· Learning Objectives (Terminal and Enabling)

· High Level Design Document

· PowerPoint Slide Deck with Annotated Notes Level of Detail

· PreStoryboard

· Storyboard

· Exam

· Course Evaluation

· Course Script (Narrative)

· LMS-accessible Course

· FM myLearn-accessible Course

3.2. TASK 2 – UPDATING CURRENT COURSES - The contractor shall periodically update OUSD(Comptroller) (OUSD(C)) web-based courses to comply with the National Association of State Boards of Accountancy (NASBA) standards, to include any courses that were developed by OUSD(C) under previous contracts. The contractor shall provide the required SME for these course updates. Updates will reflect any changes to Federal and DoD regulations, policies, standard operating procedures, and guidance. (CLIN 0003)

3.2.1. The contractor shall provide the following deliverables for each updated course:

· Learning Objectives (Terminal and Enabling)

· High Level Design Document

· PowerPoint Slide Deck with Annotated Notes Level of Detail

· PreStoryboard

· Storyboard

· Exam

· Course Evaluation

· Course Script (Narrative)

· LMS-accessible Course

· FM myLearn-accessible Course

3.3. TASK 3 – DoD CERTIFICATION PROGRAM

3.3.1. The contractor shall deliver LMS-accessible courses and FM myLearn-accessible courses. Each course shall be in increments of at least one-half (1/2) hour. All courses must comply with the OUSD(C) Course Development Standards given in PWS paragraph 7.

3.3.1.1. An LMS-accessible course is a fully functioning web-based course or multiple modules of instruction that presents the information; is aligned with the required DoD financial management competencies or other required subject areas; provides instruction at the required proficiency levels; provides proficiency reviews; and can be installed on, launched from, and run on the DoD FM Certification Learning Management System.

3.3.1.2. An FM myLearn-accessible course is a fully functioning web-based course or multiple modules of instruction that presents the information; is aligned with the required DoD financial management competencies or other required subject areas; provides instruction at the required proficiency levels; provides proficiency reviews; and can be installed on, launched from, and run on FM myLearn.

3.3.2. The contractor shall obtain government approval for the following deliverables prior to proceeding with the next stage in course development:

Deliverable #1, Project Plan Deliverable #3, High Level Design Document Deliverable #5, PreStoryboard Deliverables #6 and #7, Storyboard and Exam Please see PWS Section 6, Deliverables, for more information.

3.4. TASK 4 – PROJECT MANAGEMENT - The contractor shall perform project management in support of this requirement. See PWS section 6, Deliverables, for timeline.

3.4.1. Project Plan. The project plan shall describe the contractor’s approach to the government’s requirement. The project plan shall provide summary and detail milestone schedules giving delivery dates for all the required deliverables. The summary schedule shall provide a top-level view of the program activities, courses that will be developed, and associated major milestones during the performance period. The detail schedule shall provide a breakout by course; i.e. for each course, identify the activities and deliverables and when they will be delivered. The plan must describe any dependencies on the government for items including provision of SME, government approvals to proceed, access to facilities or networks, government furnished equipment, and when the dependency occurs.

3.4.2. Weekly Status Report (WSR). The WSR shall summarize activity against plan since the previous WSR report and shall describe any risks or impediments to the contractor’s efforts. The WSR is intended to be a working-level document to be used by FWMD managers to obtain status of contractor’s development efforts.

3.4.3. Monthly Status Report (MSR). The MSR shall summarize activity against plan since the previous MSR report and shall describe any risks or impediments to the contractor’s efforts. The MSR shall include a description of the contractor’s support activity, shall identify deliverables delivered, and shall support the contractor’s invoice. The MSR is intended to be used by the government to oversee the contractor’s efforts.

3.4.4. Meeting Minutes. The contractor shall deliver meeting minutes for all formal meetings with the government (internal and external to OUSD(C)).

3.4.5. Course Evaluation Summary (CES). The contractor shall deliver a CES for each active course, i.e. each course that is available to DoD employees. The CES will summarize the student evaluations for each course, will include an analysis of the course evaluation data for each course, and will include an overall analysis of course data and is intended to be used by the government to gauge the learning experience of students taking the course.

3.5. TASK 5 – MEETING REQUIREMENTS – The contractor shall perform the following meetings.

3.5.1. Kick-Off Meeting. The contractor shall conduct a kick-off meeting within two (2) business days of the start of contract performance. The meeting shall be conducted at the FWMD offices in the Pentagon. The purpose of the kickoff meeting is to begin the transition to the new contract.

3.5.2. Weekly Development Status Meeting. This meeting shall be conducted at the FWMD offices in the Pentagon each week as agreed upon by the government. The purpose of the meeting is to review and discuss contractor activity with FWMD managers. The WSR shall be the basis for discussion at the meeting.

3.5.3. Monthly Contract Status Meeting. This meeting shall be conducted at the FWMD offices in the Pentagon each month as agreed upon by the government. The purpose of the meeting is to review contractor activity against plan, discuss risks to performance, and discuss invoices and other contract administration matters. The MSR shall be the basis for discussion at the meeting.

3.5.4. Ad Hoc Meeting. The contractor shall conduct ad hoc meetings at the direction of the government. Meetings shall be conducted at the FWMD offices in the Pentagon.

4. SPECIAL REQUIREMENTS

This section describes the special requirements for this effort. The following sub-sections provide details of various considerations on this effort.

4.1. INVOICING

The contractor shall invoice for services and deliverables provided IAW this contract as follows. The contractor is authorized to invoice for the amount shown below when the respective deliverable has been submitted to the government for acceptance. The invoicing schedule below applies to courses delivered using contractor SME, courses delivered using government SME, and updated courses.

4.2. KEY PERSONNEL

The Contractor shall provide qualified personnel for the key position under this contract. The key position is Program Manager (PM).

The PM must possess the skills, knowledge, and training required to satisfactorily oversee all services required by this contract. Additionally, the Program Manager must clearly demonstrate a minimum of five (5) years experience managing projects of a similar size and scope as this contract.

During the first 90 calendar days of performance, the Contractor shall make no substitutions of key personnel without the approval of the Contracting Officer, unless illness, death, or termination of employment necessitates the substitution. The Contractor shall notify the Contracting Officer as soon as possible after the occurrence of any of these events and provide the information required below.

After the initial 90 calendar day period, the Contractor may propose a substitution. The Contractor shall notify the Contracting Officer in writing of any proposed substitution at least thirty (30) days in advance of the proposed substitution. The Contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions, complete resumes for the proposed substitutes, and any additional information requested by the Contracting Officer. The Contractor shall, prior to making any substitution permanent, demonstrate to the satisfaction of the Contracting Officer, that the qualifications of the proposed substitute personnel is equal to or better than the qualifications of the personnel originally identified for the position. The Contracting officer will notify the Contractor within 15 calendar days after receipt of all required information of the decision on proposed substitutions.

4.3. GOVERNMENT FURNISHED MATERIALS

OUSD(C) will provide laptops or other equipment which will provide the contractor with access to the OSD network from the contractor's facility. All Government unique information related to this requirement, which is necessary for Contractor performance, will be made available to the Contractor. The COR will be the point of contact for identification of any required information to be supplied by the Government.

4.4. SECURITY

Overarching security requirements and Contractor access to classified information is specified in the basic DD Form 254. All contractor personnel with access to unclassified information systems, including e-mail, shall have at a minimum a Secret clearance. All contractor personnel who require access to the OSD network must have a Secret clearance. All contractors who are provided access to the OSD network to perform the requirements of this contract must sign the Non-Disclosure Agreement given in Paragraph 7 and return it to the COR prior to being granted network access.

4.5. QUALITY CONTROL PLAN

The Contractor shall prepare and adhere to a Quality Control Plan (QCP). The QCP shall document how the Contractor will meet and comply with the quality standards specified in the PWS, and Quality Assurance Surveillance Plan (QASP). At a minimum, the QCP must include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the Contractor will use to maintain quality, timeliness, responsiveness, customer satisfaction, and any other requirements set forth in this PWS. The QCP must be submitted at the time of proposal.

4.6. DOCUMENTATION

Documents, data files, reports, correspondence, and all other documents and writings, together with any charts, graphs, tables, illustrations, photographs, images, and other illustrative, explanatory, historical documents related thereto or independent thereof, regardless of the medium (or media) by which they were produced, preserved, stored, or created in connection with or for purpose(s) of work performed under this PWS and contract, are property of the Government and shall be delivered to the COR promptly, upon request.

The Contractor agrees to assume responsibility for protecting the confidentiality of Government records, which is not considered public information. Each Contractor or employee of the Contractor to whom information may be made available or disclosed shall be notified in writing by the Contractor that such information may be disclosed only for purposes and to the extent authorized herein. The Contractor shall not release any information related to this contract to the public, media or other unauthorized persons or organizations unless the government has conducted the appropriate security review and granted written approval (e.g. posting information to a public website).

4.7. DATA RIGHTS

The Government has unlimited rights to all documents and materials produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights. The contractor shall not copyright nor patent any material developed for this contract.

4.8. TRANSITION

The Contractor shall follow its transition plan submitted as part of their proposal and keep the Government fully informed of status throughout the transition period. Throughout the phase-in/phase-out periods, it is essential that attention be given to minimize interruptions or delays to work in progress that would impact the mission. The Contractor must plan for the transfer of work control, delineating the method for processing and assigning tasks during the phase-in/phase-out periods

4.8.1. Phase-in

The Contractor shall submit a detailed phase-in plan to include start-up activities that may be required to transition to full operational capability upon conclusion of the transition period.

The Contractor shall:

· Provide a detailed transition methodology in logical sequence to ensure a smooth transition of all tasks/subtasks of the contract without interruption or degradation of service levels;

· Provide a timeline for completion; and

· Identify associated risks and issues and risk mitigation strategies.

4.8.2. Phase-out

The Contractor shall provide a phase-out plan no later than sixty (60) days prior to expiration of this contract. The Contractor shall maintain complete documentation that is totally assessable to the designated Government representatives via a web portal or some other portal as the Government directs. The Contractor shall overlap with incoming Contractor during transition for a nominal period of 30 days and will work with Government personnel and the incoming contractor to transfer knowledge, information and documentation for all projects and tasks related to this contract.

The contractor shall identify the activities that must be performed, knowledge that must be transferred, and information and documents that must be made available in order to effect a smooth transition to the incoming contractor. The phase-out plan must include a milestone schedule and must identify associated risks and issues and mitigation strategies.

Note: All automated data files in the possession of the contractor are the property of the Government and shall be turned over to the KO or the COR at the completion or termination of the contract. Additionally, all records related to the execution of the current contract shall be returned to the Government as electronic copies that are readable and accessible by the Government.

5. PERFORMANCE REQUIREMENTS SUMMARY

· Each course provides instruction in all of the required competencies or other subject areas.

· Each course provides instruction at the required proficiency level.

· Each course meets FWMD Design and Usability Guidelines.

· Each course provides the required interactivity, proficiency reviews, End of Course Evaluation, and Course Script functionality.

· Each course is developed using a standard authoring language and non-proprietary software.

· 100% of courses are delivered NLT two weeks after the date given in the plan.

COR, TM, or FWMD program office personnel will perform 100% inspection.

· All deliverables contain the required content, are in the required format, and are error-free and professional in appearance.

· 95% of deliverables are delivered IAW the date given in the plan.

· Each deliverable is 99% free of grammatical errors and misspellings.

COR, TM, or FWMD program office personnel will conduct random inspections of deliverables.

6. DELIVERABLES

Deliverables shall be submitted to the COR designated in the COR Appointment letter. All deliverables shall be submitted using Microsoft Office suite of tools (for example, MS Word, MS Excel, MS PowerPoint), or Adobe PDF format, unless otherwise specified by the COR. Electronic submission shall be made via email, unless otherwise agreed to by the COR.

The COR has the right to reject or require correction of any deficiencies found in the deliverables. In the event of a rejected deliverable, the Contractor will be notified in writing by the COR of the specific reasons for rejection.

The following table specifies the deliverables for this requirement Deliverable

Number

- Final Project Plan due 10 business days after start of performance COR and TM

Note 1: The contractor shall upload the deliverable to a location on the OSD network identified by the COR; once the file has been uploaded, the contractor shall notify the COR and Task Monitor (TM) the deliverable is ready for inspection and acceptance.

Note 2: The contractor shall deliver the course to the government for installation on LMS and FM myLearn; once installed, the government shall conduct testing to ensure the course complies with requirements prior to final acceptance of the course.