Attachment_1_Performance_Work_Statement.pdf

04 MAY 2015

PERFORMANCE WORK STATEMENT

ODMEO/DEOMI Instructional Design/ Curriculum Development

1. INTRODUCTION

1.1. BACKGROUND

1.1.1. The Defense Equal Opportunity Management Institute (DEOMI) is the Department of Defense (DoD) Center of Excellence for all equal opportunity, equal employment opportunity, human relations, and diversity/inclusion training. The DEOMI opened in 1971 as the Defense Race Relations Institute in response to the civil rights movement of the 1960's. The Institute has grown and expanded over the years offering Equal Opportunity (EO)/Equal Employment Opportunity (EEO) occupational education and training for military active duty and reservists, as well as, civilians in resident, non-resident, and hybrid courses. The Institute has expanded its portfolio over the years and provides a variety of training, to include but not limited, to Equal Opportunity Advisor Course (EOAC), Equal Opportunity Advisor Reserve Component Course (EOARCC), Leadership Awareness Seminars (LTAS), Disability Program Manager Course, Equal Employment Opportunity Specialist Course, Equal Employment Opportunity Counselors Course, Mediation Certification Course, Special Emphasis Program Management Course, and curriculum for Mobile Training Teams (MTTs).

1.2. OBJECTIVES

1.2.1. To meet emerging training needs the contractor will support DEOMI in the planning, analysis, design, development, implementation, and evaluation of Equal Opportunity (EO) and Equal Employment Opportunity (EEO) occupational training material, as well as other training program initiatives as needed. The contractor will be responsible for total system performance as defined in the PWS. The contractor will use Lectora courseware to create web-based education and training modules (lessons).

1.3. SCOPE

1.3.1. Following DoD instruction and guidance the contractor will follow the Instructional Systems Design/Systems Approach to Training process and procedure to create and plan quality training products. Training materials include an array of instructional documentation including, but not limited to, lesson plans, PowerPoint presentations, activity guides, student study guides, course control documents, and support materials.

2. GENERAL INFORMATION

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

2.1. NON-PERSONAL SERVICES

2.1.1. 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 DEOMI 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

2.2.1. 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

2.3.1. 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.

2.3.2. 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

2.4.1. 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).

2.5. CONTRACTOR PERSONNEL, DISCIPLINES, AND SPECIALTIES

2.5.1. 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.

2.5.2. 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.

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

2.6. TRAINING

2.6.1. 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, and 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). The Contractor shall also ensure that all of its employees have been properly trained and are qualified to perform assigned tasks under this PWS. Based on position and DoD, United States Air Force (USAF), 45th Space Wing and DEOMI requirements, contractor employees will have to complete government provided and required training, to include annual and periodic refresher information assurance training and other required government training requirements to provide access to Patrick Air Force Base and/or government computer network/internet/intranet. Dependent on the training requirement, this training may be taken, on-line through web-based programs or in residency. The contractor will validate and submit certificates of completion for all government identified and/or required training to appropriate directorate and the COR.

2.7. LOCATION:

2.7.1. Work will be performed at the DEOMI, Patrick AFB, FL; at contractor's corporate offices; or other government sites on Patrick AFB, FL. Performance of the tasks in this PWS may be accomplished via approved telework agreements. In the event of a local or national emergency, operations may be moved to another government facility or additional telework may be authorized.

2.8. BASE/GOVERNMENT NETWORK ACCESS

2.8.1. Contractor employees working on-site will require access to Patrick Air Force Base. The contractor will coordinate all requests for Base access through the DEOMI COR and submit all requests for Base access to the COR in a timely manner, 30 days prior to required base access, to process the clearance through Security Forces Pass and Registration office and to prevent unnecessary delays.

2.8.1.1. The DEOMI COR shall be provide a badge request form as required for each employee requiring access to Patrick AFB. The requests shall be submitted to the COR in a timely manner, 30 days prior to required base access, to process the clearance through Security Forces Pass and Registration office and to prevent unnecessary delays.

2.8.2. On-site employees will require access to government controlled computer systems.

Contractor will ensure all employees complete necessary requirements to include training, background check or other requirements necessary for computer access (coordinated through the DEOMI CORs and J-6). Prior to gaining access to government and DEOMI computer systems, contractor personnel will be required to complete security clearance paperwork as required, in accordance with AFI 33-115V2, Licensing Network Users and Certifying Network Professionals [See also Appendix E]. All contractor employees working onsite will be required to take the Informational Assurance Course, ZZ13908 or current equivalent and other required training to acquire access and/or meet threat protection requirements on an initial and/or recurring basis.

Contractor personnel will complete all initial and required annual training: Human Systems Integration (HSI), DoD Information Assurance Awareness Course ZZ13908 or current equivalent, AF Computer Security, and AF Safety Policy IAW AFI 33-115V2, Licensing Network Users and Certifying Network Professionals [See Appendix E]

2.8.3. Contractor personnel must obtain and maintain a Common Access Card (CAC) to access to all IT systems prior to conducting work on this contract. Contractor personnel must also read and familiarize themselves with and comply with all organizational mission statements and charters, organizational structures, operating instructions, Standard Operating Procedures (SOP) and policy as required.

2.9. HOURS OF WORK

2.9.1. Normal workdays are Monday through Friday except US Federal Holidays. Workers typically work eight (8) hours per day, 40 hours per week. Core hours of work are from 0800 to 1700 daily. Full capability shall be available during the core duty hours. Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS.

2.9.2. Vacation or sick leave is coordinated through the contract program manager to ensure continuity of performance.

2.9.3. Contractor personnel are not customarily expected to work on holidays, but holiday work is possible, subject to advance scheduling with the contractor. Recognized Federal holidays are as follows:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial day Thanksgiving Day Independence Day Christmas Day

2.9.4. The amounts in schedule of the contract include an allowance for holidays to be observed. The government will not be billed for such holidays, except when services are required by the government and are actually performed on a holiday.

2.9.5. When the government grants administrative leave to government employees, or is closed as a result of inclement weather, potentially hazardous conditions, or other special circumstances, contractor personnel working at the specific facility/location granted administrative leave may also be dismissed at the discretion of their Program/On-site Manager to the extent that the overall performance is not adversely impacted. The contractor shall at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the government facility is not closed for the above reasons.

2.9.6. The contractor shall provide the COR a current schedule for its entire staff assigned to the contract, including planned leave. The contractor shall assign alternates to cover assignments of any of its staff that are absent sufficient to ensure that the services are not disrupted.

2.10. PHOTOCOPIER/REPRODUCTION SUPPORT

2.10.1. DEOMI provides centralized, networked copiers for the reproduction and printing of official documents used in work-related tasks. These items are for official use only and they will not be used for private, not Government-related tasks, documents, or correspondence.

2.11. UTILITIES

2.11.1. The Government will provide electricity, water, and refuse collection for employees located in the buildings 352. (Hot water is generally not available). Contractor shall provide for all utilities during the performance of this contract requirement for employees not located on Patrick Air Force Base.

2.11.2. Contractor shall instruct employees in utilities conservation practices. Contractor shall be responsible for operating under conditions which prevent the waste of utilities which include the following:

2.11.2.1. Lights shall be used only in areas where and when work is actually being performed.

2.11.2.2. Mechanical equipment controls for heating, ventilation, and air conditioning systems shall not be adjusted by contractor employees unless authorized.

2.11.2.3. Water faucets or valves shall be turned off after the required use has been accomplished.

2.11.2.4. Government telephones shall be used only for official government business.

2.11.2.5. The Government has established paper, metal, and plastic recycling collection points established at the DEOMI worksite. The contractor will ensure contract employees use these sites whenever possible/practical in recycling efforts.

2.12. ENVIRONMENTAL CONTROLS

2.12.1. Compliance with Laws and Regulations. Contractor shall be knowledgeable of and comply with all applicable Interstate, Federal, State, and Local laws, regulations, and requirements regarding environmental protection. In the event environmental laws/regulations change during the term of this contract, contractor is required to comply as such laws come into effect. If there is an increase or decrease in cost as a result of the change, contractor shall inform the CO pursuant to notice requirements and negotiate a modification to the contract.

2.12.2. Notification of Environmental Spills. If contractor spills or releases any substance contained in 40 CFR 302 into the environment, contractor or its agent shall immediately report the incident to Patrick AFB Fire Dept at 494-6805. The liability for the spill or release of such substances rests solely with contractor and its agent.

2.13.3. Material Storage and Use. Contractor shall follow manufacturers’ guidelines and professional recommendations for control of humidity, temperature, cleanliness, and materials handling. This includes hazardous materials.

2.13. SAFETY REQUIREMENTS

2.13.1. In performing work under this contract, contractor shall:

2.13.1.1. Conform to the safety requirements contained in the contract for all activities related to the accomplishment of the work.

2.13.1.2. Take such additional immediate precautions as the CO may reasonably require for safety and mishap prevention purposes.

2.13.1.3. Develop and provide at the start of the orientation period or the start of the first operational performance period (if there is no orientation period) a safety plan for the protection of government facilities and property and to provide a safe working environment.

2.13.1.4. Provide protection to government property to prevent damage during the period of time the property is under the control or in possession of the contractor.

2.13.1.5. Include a clause in all subcontracts to require compliance with the safety provisions of this contract as applicable.

2.13.1.6. Record and promptly report to the CO or designated government representative (GR), all available facts relating to each instance of damage to government property or injury to either contractor or government personnel.

2.13.1.7. In the event of an accident/mishap, take reasonable and prudent action to establish control of the accident/mishap scene, prevent further damage to persons or property, and preserve evidence until released by the accident/mishap investigative authority through the

CO.

2.13.1.8. If the government elects to conduct an investigation of the accident/mishap, contractor shall cooperate fully and assist government personnel in the conduct of investigation until the investigation is completed.

2.13.1.9. Include a clause in each applicable subcontracts requiring the subs cooperate and assist in accident reporting and investigation.

2.14. SECURITY

2.14.1. 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 favorable National Agency Check (NAC).

2.14.2. Contractor shall be responsible for safeguarding all government property provided for contractor use and will track and maintain equipment inventory. At the close of each work period, government facilities, property, and materials shall be secured.

2.14.3. Contract Program Manager will initiate and maintain a signed non-disclosure agreements for all employees to also include any subcontractors who will be working on DEOMI requirements; a copy of NDA shall be provided to CO.

2.14.4. No keys will be issued to contractor by the government. Should a key come into the possession of a contractor, it shall immediately be turned over the COR.

2.15. EMERGENCY SERVICES (SECURITY FORCES (SF) AND FIRE PROTECTION)

2.15.1. The Government will provide security forces and fire protection services for employees located on Patrick AFB. Contractor shall provide for emergency services during the performance of this contract requirement for employees not located at Patrick Air Force Base. SF desk number is 494-2008; Fire Department will respond to 911 when called from an on-base phone only.

2.15.1.1. EMERGENCY MEDICAL SITUATIONS: Call 911. The Base Clinic does not provide emergency services.

2.16. DRUG USE

2.16.1. Illegal and illicit drug use and controlled substances are prohibited on Patrick Air Force Base and in any government facility and/or location. The contractor will provide DEOMI within 30 days of contract award their corporate drug free awareness policy and required statement in accordance with FAR 52.223-6.

3. PERFORMANCE REQUIREMENTS

The following section specifies the Performance Objectives and Performance Elements for the contract. The contractor shall provide Instructional Design/Curriculum Development support to DEOMI in-resident, online, and hybrid (Blended) training courses. Specifically:

3.1. INSTRUCTIONAL DESIGN/CURRICULUM DEVELOPMENT SUPPORT

3.1.1. The contractor will develop lesson objectives (Terminal Learning Objective and Enabling Learning Objective), IAW DoD instructional systems design guidance, categorize objectives by learning type (using Bloom’s taxonomy), construct learning analysis hierarchies, identify learning prerequisite/requirements, review/revise existing instructional materials, develop test items, determine instructional strategies, select instructional methods, select instructional media, analyze resource requirements/constraints, design/develop lessons, design/develop job aids, design/develop activity guides, design/develop PowerPoint presentations, evaluate instructional effectiveness, and develop plan of instructions.

3.1.2. The contractor will develop curriculum that is thoroughly researched, understandable, relevant and applicable to trainers in conducting training programs for DEOMI. As needed, advise the Curriculum and Instructional Standards Office (CISO) Director on training issues, concerns, and limitations.

3.1.3. The contractor will analyze and develop recommendations concerning the use of training methodology/technology used to achieve training objectives.

3.1.4. The contractor will review current and evolving technologies and training programs to identify areas in which new technology can facilitate training effectiveness, provide advice, assistance, and training to DEOMI personnel, as needed, to address instructional design, curriculum development, and training evaluation matters.

3.1.5. The contractor will provide EO/EEO training program evaluation, data collection, and analysis techniques in order to assess the impact of DEOMI training.

3.1.6. The contractor will provide support, assistance, advice, and recommendations to curriculum managers in the development of lesson plans, annual certifications, and periodic updates in all EO/EEO courses, in an accurate and timely manner.

3.1.7. The contractor will employ continuous program evaluation and quality checks, and constantly evaluate training material against the instructional requirements and principles of learning.

3.1.8. The contractor will participate in meetings with subject matter experts, DEOMI instructors (military) and federal employees (Training Specialists, Instructional Systems Specialists, etc.), as well as, Equal Opportunity/Equal Employment Opportunity staff to develop occupational and leadership training.

3.1.9. The contractor will carefully analyze data and reports from course evaluations of the occupational material presented in EO/EEO courses for opportunities to improve curriculum and data collection methods.

3.1.10. The contractor will ensure all training material will adhere to DoD training guidance, as well as, the Council on Occupational Education and American Council on Education accreditation standards and criteria.

3.1.11. The contractor will ensure all web-based (computer-based) training products are SCORM conformant. EIT/ICT deliverables will be evaluated for accessibility prior to acceptance by the Government. Government evaluations, when conducted, will utilize unified test approaches (e.g.

DHS Section 508 Compliance Test Process and/or as determined by the DoD Component), when applicable, or other appropriate testing methodologies approved by the DoD component.

3.1.12. The contractor may be required to work in a cooperative nature with military and federal employees, as well as other contractors in support of DEOMI’s ongoing research efforts including requests for additional data analyses, development of new survey questions, course development (curriculum change, course planning, instruction design, etc.), and analysis and reporting on special interest topics.

3.2. DEOMI WORK ORDER MANAGEMENT SYSTEM:

3.2.1. Non-routine service support to be performed by contractor personnel in support of DEOMI will be requested through an established work order system. Contractor shall complete/provide support in a timely manner for all support requests received under this work order management system. Designated Government personnel within the CISO Directorate ideally the Sub-Director supporting the type of work being requested will assign the priority of work these work requests (i.e. A or B as described below) based on DEOMI’s mission requirements as defined below. In the interest of efficiently providing the requested support, the CISO Director/designated individual may approve/prioritize these work orders.

3.2.2. Priority A: Assigned to work in direct support of the Command Staff. Priority A shall be completed ahead of all other Instructional Design/Curriculum Development Support work.

Priority A may require action by government and/or contractor personnel assigned to various positions within the DEOMI. Accounting for individual work efforts for joint projects shall be accounted for in description of work completed section of work order. Initial response time shall be within 24 hours for requests received during normal business hours as defined in section 2.9.

Priority A requirements received outside normal business hours shall be handled as above with baseline for response time beginning the next business day. Work order completion requires ongoing engagement by customer/directorate requesting support. Changes to initial requirement shall be documented and coordinated by the customer/directorate requesting work order and contractor performing work, and approved by the CISO Director/designated individual.

3.2.3. Priority B: Assigned to those work requests justified under existing directives and programs which are essential in direct support of DEOMI mission. Priority B shall include non-emergency work requests with fixed suspense or deadlines. Priority B response time shall be within two business days. Priority B requirements received outside normal business hours shall be handled as above with baseline for response time beginning the next business day. Work order completion requires ongoing engagement by customer/directorate requesting support. Changes to initial requirement shall be documented and coordinated by the customer/directorate requesting work order and contractor performing work, and approved by the CISO Director/designated individual.

3.2.4. Priority designation and/or requests for elevation in priority shall not interfere with the performance of routine work or ongoing projects that may hinder overall service performance.

Requests for elevation in priority should be addressed to the CISO Director/designated individual for evaluation, coordination and approval/disapproval.

3.2.5. Uncontrolled work delays: If an uncontrolled event (base or building closure; significant weather disturbances; waiting for government approval for script, talent coordination/support, subject matter expert review, etc. for example) delays work progress on higher priority projects, attention should be directed to other lower priority projects/products until those events causing delay are resolved or otherwise removed. When performance resumes, it is expected that the contractor will make every effort within his/her control to respond to the higher priority projects described above and to complete the assignment as soon as possible. All delays should be documented and a notice provided to customer/directorate requesting support, the Sub- Directorate Uncontrolled and Sub-Director supporting the type of work being requested and to the COR.

4. GENERAL REQUIREMENTS

4.1. PLAN OF ACTIONS AND MILESTONES (POA&M)

4.1.1. Contractor will, within 5 business days of award provide a draft POA&M with objectives, timelines, for major task areas, deliverables and items within this PWS. The POA&M will be updated at least monthly, within 5 business days from the end of each month, after initial acceptance. The POA&M will reflect at a minimum: 1) major deliverables as outlined in service summary and tasks received, 2) accomplishments to date, 3) any problems encountered, 4) solutions proposed for the problems, and 5) a description of the data analysis, completion schedule, etc.

4.2. MONTHLY PROGRESS REPORTS

4.2.1. Within 3 business days of monthly invoice submission to Wide Area Work Flow (WAWF) (30-days for annual report) the contractor will provide a monthly progress report detailed by major task area (i.e. Section 3; 3.1 to 3.3), which at a minimum delineates: tasks received, accomplishments to date, any problems encountered, solutions proposed for the problems, completion schedules, etc. The contractor (and/or any subcontractor) will also include in the monthly report a table that lists the tasks received/completed and deliverables provided under this requirement and their completion dates. Within 30-days of contract end the contractor will submit an annual progress report which shall be a closeout/rollup report which includes a final status of all required monthly reportable items described above.

4.3. MEETINGS

4.3.1. Participate in meetings and teleconferences relevant to this contract requirement when requested and which are normally conducted on a weekly basis.

4.3.2. The CO, COR, and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the COR will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

4.4. ORGANIZATIONAL CONFLICT OF INTEREST

4.4.1. Contractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the CO immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the CO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the CO and in the event the CO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the CO may effect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

4.5. OFF-SITE VISITS

4.5.1. The government reserves the right to conduct site visits in all contractor operated facilities in conjunction with the solicitation of offers for the follow-on contract. In the event the follow-on contract is awarded to other than the incumbent, the incumbent contractor will cooperate to the extent required to permit an orderly change over to the successor provider. With regard to the successor provider’s access to incumbent employees, a recruitment notice may be placed in each facility where DEOMI provided services are conducted.

4.6. PERFORMANCE OF SERVICE DURING CRISIS

4.6.1. Contractor does not provide services considered essential during a crisis.

4.6.2. Establish alert and notification procedures for contractor personnel. The DEOMI Recall Roster notification system will be the primary system used to notify contractor/subcontractor personnel of any crisis situation effecting M-E operations at Patrick AFB, FL and to communicate expectations to contractor personnel regarding their roles and responsibilities during a crisis. Contractor will ensure all on-site employees register and maintain their contact information with DEOMI for this purpose. In the case that no on-site contractor personnel can be reached, the Government will be provided contract contact information for its operating headquarters.

4.6.3. As directed by the CO, contractor/subcontractor personnel shall participate in training events, exercises, and drills associated with Government efforts to test the effectiveness of continuity of operations, response, procedures and practices during a crisis.

4.7. QUALITY CONTROL PLAN

4.7.1. 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.

4.7.2. The CO will notify contractor of acceptance or required modifications to the plan before the contract start date. Contractor shall make appropriate modifications (at no additional costs to the government) and obtain acceptance of the plan by the CO before the start of the first operational performance period.

4.8. DOCUMENTATION

4.8.1. 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.

4.8.2. 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).

4.8.3. Any contract deliverable (document, report, technical or otherwise) will be consistent implementing any applicable Data Rights clauses as required by FAR Part 27 and DFARS Part

227. To the extent there is any ambiguity between a FAR/DFARS clause and this PWS, this PWS shall govern and grant the Government unlimited rights to all raw data produced. Any contract deliverable document to be published must be reviewed for evaluation of the contractor’s data rights during publication, including assignment of copyright to the Government.

4.8.4. Any research, findings, documents or reports produced by a Federal employee during the performance of his or her duties, belongs to the employing Federal Agency. Any research, findings, documents or reports produced by a Contract employee during the performance of his or her duties, shall be the sole property of the Government. These research, findings, documents or reports may not be used by the contractor for any purpose other than the performance of this contract, nor sold by the contractor. The employee may not use such work for his or her own personal financial benefit or the financial benefit of any the person or Non-Federal Entity.

Sources for reference; 18 USC 209, DoD 5500.07-R, Section 5-404, and 5 CFR 2635.101. Any publication must be reviewed to ensure that its publication is not intended to be for the financial benefit of any Federal employee or any Non-Federal Entity, including a Defense contractor.

4.9. PUBLICATIONS

4.9.1. Compliance with all publications, regulations and operating instructions provided by the government is required during the performance of this contract when:

4.9.1.1. They pertain to the procedures for services or materials expedited herein and where contractor is authorized by the PWS to accomplish the work specified in the publication, regulation or operating instructions.

4.9.1.2. The publications prescribe DoD, USAF policies, use of materials, procedures and processes applicable to the work requirements.

4.9.1.3. Contractor is required to acquire and work on the latest version of the publication.

[See Appendix E for list of applicable publications]

4.9.2. Contractor shall comply with Section 508 and support the Government in its compliance with Section 508 throughout the development and implementation of this requirement as detailed in section 5.6.

4.10. RIGHTS/OWNERSHIP

4.10.1. The performance of this contract shall be exclusively Government funded and the contractor shall provide no portion or support whatsoever through private funding. Information and data developed/collected under this PWS will not be released or used in other research/study or for other purposes without the specific permissions provided by DEOMI.

4.11. DATA RIGHTS

4.11.1. All deliverables supplied to the Government shall be the sole property of the Government. These documents and materials may not be used by the contractor for any purpose other than the performance of this contract, nor sold by the contractor.

4.12. TRANSITION

4.12.1. Contractor shall perform beginning on day one and continuing throughout the period of performance to include option years. Some systems (LMS) and services specified are critical to the DEOMI mission and cannot be interrupted.

4.12.2. Contractor will provide up to a 30-day transition period between the government personnel or other contractor to ensure a seamless, non-mission effected change in program operations. This transition period should occur before termination of any current contract.

However, if the transition change does not occur prior to contract end, a 30-day extension option beyond the current contract period chargeable at the current monthly rate will apply.

4.12.3. Contractor will provide a transition plan for operation transition to replacement provider within 90-days of contract end and will cooperate with any required transition.

4.12.4. 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.

4.12.5. 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:

a. 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;

b. Provide a timeline for completion; and

c. Identify associated risks and issues and risk mitigation strategies.

4.12.6. 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 type of information and documentation to be transferred includes but is not limited to:

• Training material (Lesson Plans, Activity Guides, PowerPoint presentations, etc.)

• Online learning modules (lessons), storyboards, scripts, multimedia, etc.

• ISD project plans

• Student assessments and evaluations

• Other training material created in accordance with criteria associated with the

PWS

Note: All automated data files in the possession of the contractor are the property of the Government and shall be turned over to the CO 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.

4.13. KEY CONTROL

4.13.1. No keys will be issued to contractor by the government. Should a key come into the possession of a contractor, it shall immediately be turned over the COR.

5. SPECIAL REQUIREMENTS

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

5.1. IDENTIFICATION OF CONTRACTOR EMPLOYEES

5.1.1. Contractor personnel shall identify themselves at all times as contractor personnel to avoid creating an impression that they are Government officials. This expressly includes, but is not limited to meetings, telephone calls, emails, correspondence and communications of any kind.

They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products and that contractor participation is appropriately disclosed.

5.2. KEY PERSONNEL:

5.2.1. The Contractor shall provide qualified personnel for the key positions under this contract.

The key positions are associated with instructional design and curriculum development to include such positions as a Program Manager (PM), Instructional Designer/Developer(s), Curriculum Designer/Developer(s), and Curriculum/Training Evaluation Specialist(s). The Contractor shall ensure that the key personnel possess the skills, knowledge, training, and certification(s) required to satisfactorily perform all services required by the contract, to include web-based (computer-based) training development.

5.2.2. The Program Manager must have a minimum of five (5) years of executive-level management experience, leading multi-disciplined teams of research analysts and various operational departments. The Program Manager must have a minimum of five (5) years of organizational project management experience, including requirement gathering, design, implementation, and ongoing program management.

5.2.3. Instructional Designer/Developer. Must have a minimum of five (5) years’ experience analyzing, designing, developing, and evaluating in-resident and online training. Experience with web-based training development software (e.g. Lectora) is preferred. Certification in ISD or equivalent education.

5.2.4. Curriculum/Multimedia Developer. Must have a minimum of five (5) years’ experience designing and developing multimedia products for in-resident and online training. As well as training and experience with online training development software (Lectora). Education or certification in web-based multimedia development.

5.2.5. Curriculum/Training Evaluation Specialist. Must have a minimum of five (5) years’ experience analyzing, designing, developing, and evaluating in-resident and online training.

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

5.2.7. After the initial 90 calendar day period, the Contractor may propose a substitution. The Contractor shall notify the CO 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 CO. The Contractor shall, prior to making any substitution permanent, demonstrate to the satisfaction of the CO, 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 CO will notify the Contractor within 15 calendar days after receipt of all required information of the decision on proposed substitutions.

5.3. MINIMUM SKILLS AND QUALIFICATIONS

5.3.1. Instructional Designers/Curriculum Developers must have a minimum of five (5) years’ experience designing/developing instructional material. Contractor must have experience leading multi-disciplined teams of instructional designers/curriculum developers. Instructional designers and curriculum developers must be experienced in designing and developing web-based training material, as well as, in-resident training material.

5.4. PROGRAM CONTINUITY REQUIREMENTS

5.4.1. During the first 90 calendar days of performance, the Contractor shall make no substitutions of onsite 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.

5.4.2. 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.

5.5. CONFIDENTIALITY

5.5.1. DEOMI periodically conducts preliminary research and work on sensitive topics/areas of concern to the Office of the Secretary of Defense or DoD. Data/research/ information collected or developed by DEOMI is often used to frame/develop or affect evolving DoD human relations policies and programs and these items may be held as for official use only (FOUO). Contract employees will sign a non-disclosure agreement to retain the privacy, sensitivity, and non-release of data/preliminary research and or other non-public information until, and as determined, for release by DEOMI.

5.5.2. Contract Program Manager will initiate and maintain a signed non-disclosure agreements for all employees to also include any subcontractors who will be working on DEOMI requirements; a copy of NDA shall be provided to Contracting Officer.

5.6. SECTION 508 COMPLIANCE

5.6.1. Contractor shall comply with Section 508 and support the Government in its compliance with Section 508 throughout the development and implementation of this requirement.

5.6.2. Contractor shall assist and support the requirement so when Federal agencies develop, procure, maintain, or use electronic information technology, Federal employees with disabilities have access to and use of information and data that is comparable to the access and use by Federal employees who do not have disabilities, unless an undue burden would be imposed on the agency. See Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794d).

5.6.3. Contractor shall also assist and support the requirement from Section 508 that requires that individuals with disabilities, who are members of the public seeking information or services from a Federal agency, have access to and use of information and data that is comparable to that provided to the public who are not individuals with disabilities, unless an undue burden would be imposed on the agency.

5.6.4. All information computer technologies (ICT) deliverables produced by the contractor (described in sections 3, 6 and 7) and received by DEOMI must be accessible and meet the criteria outlined in Section 508 of the Rehabilitation Act of 1973, as amended, and the Web Content Accessibility Guidelines 2.0 (WCAG 2.0) Level AA. ICT deliverables include, but are not limited to: collaborative workspaces and tools, documents and materials, PDFs, forms, online tools, Web sites and mobile applications, Webcasts, Webinars, multimedia, social media, any training and related training materials, PowerPoint and other presentations, presentation materials, Word and electronic document formats, reports, etc. Print materials must be made available in an alternate accessible format when requested.

5.6.5. Contractor shall ensure its supervisors/managers are familiar with Section 508 information at: http://www.section508.gov/index.cfm?FuseAction=Content&ID=12 and http://www.access-board.gov/508.htm.

6. PERFORMANCE REQUIREMENTS SUMMARY

Requirements Performance Standards Acceptable Quality Level Method of Surveillance

Provide support personnel to meet PWS requirements

All contractor personnel possess the skills needed to perform the required tasks as specified in the

PWS.

All contractor personnel possess the needed skills within 2 weeks of processing to DEOMI.

The Contractor's work products are suitable to support the full range of analysis as specified in the PWS.

The contractor's personnel are qualified and adept at presenting clear, concise, factual reports free from political conclusions or any judgment of individual journalist(s). Editorial and typographical errors should be few.

COR

review/government personnel feedback

Submit a monthly progress report

The Progress Report accurately reflects progress, status;

proactively identifies and addresses any problems or issues

Deviation only with COR or designee approval.

No more than 3 reports may be submitted greater than 3 business days but within 7 business days of monthly

COR Review encountered; and if recommended resolutions are feasible and likely to succeed in resolving issues.

Report shall be submitted within 3 business days of monthly invoice submission to Wide Area Work Flow (WAWF) (30-days for annual report).

Reports are grammatically correct and professional in appearance.

invoice submission to Wide Area Work Flow (WAWF) (30-days for annual report). Any monthly progress report received after 7 business days is not within acceptable quality level.

Hours of Work/Workload Management

The contractor ensures that sufficient staff is available on-site at DEOMI at all times during core business hours to…