BA_HQ0034-16-R-0210.pdf

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X H 60 - 72 anthony .d.hawkins14.civ@mail.mil

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA

FAR (48 CFR) 53.214(c)

1 72

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

HQ0034 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

ANTHONY A. HAWKINS 703-545-1037

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 6

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT X

PACKAGING AND MARKING

7 - 30 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

32 - 33 X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 34 - 36 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 37 - 38 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIO NS AND INSTRUCTIO NS

PART III - LIST O F DO CUMENTS, EXHIBITS AND O THER ATTACHMENTS

39 - 44

PART II - CO NTRACT CLAUSES

WHS - ACQUISITION DIRECTORATE

1225 SOUTH CLARK ST, SUITE 910

ARLINGTON VA 22202-3909

FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

25 Aug 2016

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

HQ0034-16-R-0210

Performance Work Statement

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months

Ad-hoc DCMO

FFP

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Office the DCMO

(ODCMO) in managing and improving business analytic operations across DCMO and the Department of Defense. Services and deliverables shall include the A&AS categories identified on the PWS and in accordance with the Performance Work

Statement. The labor categories will be selected and applicable to task orders as they are issued. Labor hours and categories will be negotiated at the Task Order level. The negotiated rates, will be the maximum allowable rates for all Task

Orders.

The period of performance and ordering period will be for 12 months with anticipated concurrent task orders issued within this PoP.

NET AMT

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Lot

Travel

COST

All travel shall be approved by the COR in writing, prior to commencement of travel. The contractor will be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46, "Travel Cost." The estimated travel cost is $10,000.00. See

PWS 5.2.7 for further restrictions on travel costs.

ESTIMATED COST

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 21 Days

Transition (Phase In) Period (Optional)

FFP

Transitional Labor Support. References: 2.4.7, 2.4.7.1, and 2.4.7.2 of the PWS.

NOTE: If the incumbent contractor wins this CLIN will not be exercised or funded.

NET AMT

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1001 12 Months OPTION Ad-hoc DCMO

FFP

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Office the DCMO

(ODCMO) in managing and improving business analytic operations across DCMO and the Department of Defense. Services and deliverables shall include the A&AS categories identified on the PWS and in accordance with the Performance Work

Statement. The labor categories will be selected and applicable to task orders as they are issued. Labor hours and categories will be negotiated at the Task Order level. The negotiated rates, will be the maximum allowable rates for all Task

Orders.

The period of performance and ordering period will be for 12 months with anticipated concurrent task orders issued within this PoP.

NET AMT

1002 Lot OPTION Travel

COST

All travel shall be approved by the COR in writing, prior to commencement of travel. The contractor will be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46, "Travel Cost." The estimated travel cost is $10,000.00. See

PWS 5.2.7 for further restrictions on travel costs.

ESTIMATED COST

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2001 12 Months OPTION Ad-hoc DCMO

FFP

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Office the DCMO

(ODCMO) in managing and improving business analytic operations across DCMO and the Department of Defense. Services and deliverables shall include the A&AS categories identified on the PWS and in accordance with the Performance Work

Statement. The labor categories will be selected and applicable to task orders as they are issued. Labor hours and categories will be negotiated at the Task Order level. The negotiated rates, will be the maximum allowable rates for all Task

Orders.

The period of performance and ordering period will be for 12 months with

2002 Lot OPTION Travel

COST

All travel shall be approved by the COR in writing, prior to commencement of travel. The contractor will be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46, "Travel Cost." The estimated travel cost is $10,000.00. See

PWS 5.2.7 for further restrictions on travel costs.

ESTIMATED COST

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

3001 12 Months OPTION Ad-hoc DCMO

FFP

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Office the DCMO

(ODCMO) in managing and improving business analytic operations across DCMO and the Department of Defense. Services and deliverables shall include the A&AS categories identified on the PWS and in accordance with the Performance Work

Statement. The labor categories will be selected and applicable to task orders as they are issued. Labor hours and categories will be negotiated at the Task Order level. The negotiated rates, will be the maximum allowable rates for all Task

Orders.

The period of performance and ordering period will be for 12 months with

3002 Lot OPTION Travel

COST

All travel shall be approved by the COR in writing, prior to commencement of travel. The contractor will be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46, "Travel Cost." The estimated travel cost is $10,000.00. See

4001 12 Months OPTION Ad-hoc DCMO

FFP

The contractor shall furnish all labor necessary to accomplish a full range of

Advisory and Assistance Services (A&AS) to support the Office the DCMO

(ODCMO) in managing and improving business analytic operations across DCMO and the Department of Defense. Services and deliverables shall include the A&AS categories identified on the PWS and in accordance with the Performance Work

Statement. The labor categories will be selected and applicable to task orders as they are issued. Labor hours and categories will be negotiated at the Task Order level. The negotiated rates, will be the maximum allowable rates for all Task

Orders.

The period of performance and ordering period will be for 12 months with

4002 Lot OPTION Travel

COST

All travel shall be approved by the COR in writing, prior to commencement of travel. The contractor will be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with FAR 31.205-46, "Travel Cost." The estimated travel cost is $10,000.00. See

Section C - Descriptions and Specifications

PERFORMANCE WORK STATMENT

SECTION 1.0 DESCRIPTION OF SERVICES

1.1 Background

The Deputy Chief Management Officer (DCMO) is the principal DoD official responsible to the

Secretary and Deputy Secretary of Defense for leading and enabling the management, integration, and improvement of the Department's business environment. Working across the

DoD Components, the Office of the DCMO (ODCMO) is focused on delivering agile, efficient, and effective business operations that support the warfighter.

DoD's business operations encompass many different functional areas, such as financial management, acquisition and logistics, installations and environment, and human resources management. While the ODCMO is not responsible for any specific one of these business areas -the Department has established senior officials who are – the ODCMO is responsible for working across these areas to break down organizational stovepipes and create a cross-functional, end-to-end business environment that is synchronized to rapidly respond to warfighter needs in the most cost effective way possible.

The ODCMO accomplishes this mission through a number of core service offerings, such as business strategic planning, performance management, implementation and oversight of defense business systems, portfolio and investment management, process optimization, and architecture and standards development. Through these service offerings, the ODCMO is putting in place a framework for more effective management in a time of fiscal austerity, utilizing the key levers of strategy, people, process, technology, and controls. The ODCMO is also actively working on a host of high-profile projects that lead to significant cost savings and cost avoidance, as well as improved Departmental capabilities.

1.2 Scope

The scope of work is for ODCMO headquarters and its Directorates but may extend into process improvement activities across OSD, Fourth Estate, and DOD. In support of this mission, ODCMO requires expert services across a range of capabilities. They include but are not limited to:

Analysis of efficiency opportunities to improve the effectiveness of management support functions across Office of the Secretary of Defense (OSD) and DoD

Analysis of data across subject matter and functional areas to identify anomalies and gaps

Perform functional portfolio analysis of DoD portfolio investments to determine actual business cost and opportunities for savings

Analysis of outcomes, performance measures, and activities across line of business

Perform configuration control support of the Business Enterprise Architecture (BEA) information environment for BEA requirements identified and validated

Contribute to the execution of DoD enterprise initiatives across the core business processes of the Department

Recommend improvements based on leading industry and government subject matter expertise across corporate business functions

The Contractor shall not compete for any requirement that incorporates, involves or relates to any work performed by contractor under this solicitation unless otherwise authorized in writing by the Contracting Officer.

1.3 Objective

The overarching objective of this support is to acquire DoD subject matter expertise within the core business mission areas to include human resource management; financial management and audit compliance; acquisition and procurement; logistics and supply chain to perform portfolio analyses, inform business process reengineering across functional portfolios, and enable process improvement and contribute to the execution of efficiency project initiatives within the Department. Overall, the ODCMO seeks to optimize business operations in support of the DoD mission. In order to ensure seamless support the contractor must maintain a local support staff and facility within 35 miles of the National Capital Region (NCR).

The following sub-sections specify the Performance Objectives and Performance Elements for the contract. The Contractor shall perform the following tasks:

SECTION 2.0 MAJOR TASKS

The Defense Business Management, Analysis and Optimization (DBMAO) Directorate plays a key role in supporting the DCMO as co-chair of the Defense Business Council (DBC). The DBC serves as a supporting tier of governance to the Deputy’s Management Action Group (DMAG) in accordance with DoD Directive (DoDD) 5105.79. The purpose of the DBC is to implement the

Secretary’s Management Agenda and serve as the principal governance body for vetting issues related to management, improvement of defense business operations, and other issues under the

DBC’s functional cognizance.

DBMAO supports the Defense Business System (DBS) requirements review process and the

DBS Investment Review per 10 U.S.C. Section 2222. This process demands alignment between

IT investments and business outcomes. This process leverages portfolio management tools which include Problem Statements, Organizational Execution Plan (OEP) and Out of Cycle

Requests (OOC), and Business Enterprise Architecture (BEA).

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

2.1 Task 1-Portfolio Management

The contractor shall provide DoD functional area subject matter expertise (SME) in support of

Investment Review Board portfolio reviews and decisions to include, but not limited to problem statements, out-of-cycle requests, and organizational execution plans and BEA governanceSME should also be familiar with the investment processes and deliverables for Defense business systems, net benefit analysis and application, and enterprise business analytics. SME should also be able to provide any additional support, in any functional area, as required by ODCMO leadership and/or Governing bodies.

2.1.1 Problem Statements

The contractor shall support analytical reviews of Part I and Part II of Problem Statements submitted for requirements validation.

The contractor shall coordinate, analyze and make recommendations on Part I of problem statements to include need statement, DOTMLPF-P (Doctrine, Organization, Training, Material, Leadership, Personnel, Facilities and Policy) capabilities, Legal, Regulatory, and

Policy (LRP) requirements, and performance measures/attributes.

The contractor shall coordinate, analyze and make recommendations on Part II of problem statements to include enterprise architecture analysis, business process models and business process re-engineering assertions, DOTMLPF-P Implementation Plan, to include anticipated

Return-on-investment (RoI)/Net Benefits and Rough Order of Magnitude (ROM) financial estimates, The contractor shall support the review of the 4th Estate and Military Department (MILDEP) portfolio performance reviews on behalf of the Chief Management Officer. Expertise should be able to assist the Government with the review and analysis of a portfolio both within and across the functional space.

The contractor shall provide support to the Primary Action Officer (PAO) or SME on any governance support to include, but not limited to briefing creation, SME validation and/or data analytics in support of re-occurring meetings such as the 4th Estate Working Group (EWG) or

DBC.

2.1.2 Functional Strategies

The contractor shall conduct an impact assessment of functional strategies across functional business areas to include Financial Management, Acquisition, Technology, and Logistics, Energy, Installations and Environment, Human Resources and Defense Health Management, Security Cooperation, Defense Security Enterprise and Enterprise IT Infrastructure.

The contractor shall analyze alignment of functional strategies business outcomes to the Agency

Strategic Plan goals, initiatives and outcomes. Expertise should be able to assist the Government with the review and analysis of a portfolio both within and across the functional space.

As outlined in the Functional Strategy, the contractor shall analyze alignment to Operational

Activities and applicable LRPs in the BEA.

Resources should also be able to help the Government define opportunities to reduce, consolidate and derive savings (e.g. Net Benefits) both within and across a portfolio. The assessments will need to support executive decision-making opportunities to determine how savings (in all formats) can be obtained from the respective portfolios in order to support greater DoD-wide initiatives.

2.1.3 Organizational Execution Plans (OEP)/Out of Cycle (OOC) Requests

The contractor shall support the review of OEPs to identify the opportunities to reduce, consolidate and derive savings both within and across a portfolio.

The contractor shall evaluate the OEP for alignment with applicable Functional Strategies and assessed from multiple perspectives such as progress toward the target environment, architecture alignment, Net Benefit / ROI, cost, interoperability, efficiency, risk and effectiveness.

The contractor shall review data from DITPR, SNaP-IT, BCS, and DITIP and any other data required as needed by the Government in support of the yearly OEP evaluation and review.

The contractor shall analyze the alignment of the OEPs to the Functional Strategies to provide recommendations on portfolio outcomes, investment prioritization and enhanced business opportunities

The contractor shall analyze OOC investment data from authoritative data sources such as

DITPR, SNaP-IT, and DITIP, and the request data should reflect the new requested total (prior approved amount in addition to the new request amount).

Expertise should be able to assist the Government with the review and analysis of an investment request as it supports portfolio objectives and requirements both within and across the functional space.

2.1.4 Business Enterprise Architecture (BEA) Maintenance

The contractor shall support configuration control of the Defense Business System Enterprise

Architecture in support of 10 U.S. Code § 2222.

The contractor shall assess functional configurations of current architectural construct and products to:

Provide BEA Configuraiton Control Board (CCB) enterprise architecture (EA) structure requirements for Business Process System Review (BPSR), portfolio management and business process data alignment using a common data models and query relationships;

Collect and synthesize content resulting from BEA improvement projects, BPSR findings, business improvement projects, business improvement initiatives and/or other

DCMO directed activities;

Target content along Lines of Business (LoB) activities, processes, data, and investment improvement areas, measurement parameters, and optimization patterns;

Deliver decision level EA products, data visualizations and analytic views;

Validate integration of above results in a reconstructed BEA including approved analysis and reporting capabilities

• Manage transition of the legacy BEA E2E’s and Core Business Mission

Area DoDAF data based on results of approved product from the BPSR and business improvement initiatives

• Provide data alignment, functional requirements, and operational capability support including BEA integration and linkages to new data sources

• Provide BEA governance support to address architecture planning, project management, design, direction, and recommendation to the DBC. Support includes:

Managing functional area BEA content from the 4th Estate portfolios and selected portions of the Defense Department's systems portfolio, especially where there are DoD Enterprise-level considerations.

Identifying and validating BEA requirements to include LRP, Process, and Data, as well as alignment within the portfolio to strategic & functional plans, organizational lines of business, and operational activity reviews.

Performing analysis and making recommendations on staff action correspondence to include policy, congressional, and audit actions

• Perform visualization support with emphasis on continuation of DBC support for Investment Review system analysis in a traditional IRB season and throughout the year.

2.2 Task 2-Project Execution Support

The contractor shall provide ODCMO with DoD functional subject matter expertise to support business problems within and/or across functional portfolio for execution of highly complex business improvement chartered events to deliver executable capabilities that address an identified problem. In support of these events, the contractor shall:

Provide assessment of the problem statements

Conduct an Enterprise Architecture assessment within the functional portfolio

Perform research of existing laws, regulations and policies within a functional portfolio

Collect data to quantify business problem

Validate the opportunity for potential Net Benefits

The contractor shall support the Government Project Leads with the development of project product to include event charters, project schedules, and ODCMO standard practice products for business improvement.

2.3 TASK 3 SURGE SUPPORT

Due to unforeseen requirements, the COR and Contracting Officer may request surge support for services covered in this scope of work. The Contracting Officer shall request a proposal based on the labor categories awarded in the contract. Upon receipt of a technically acceptable proposal, the Contracting Officer shall add the subject work by Supplemental Agreement to the contract.

The contractor shall provide surge capacity support of subject matter experts or leading industry or public sector experts to advise on business transformation and specific business transformation initiatives. Expertise can range across business disciplines of corporate governance, business and finance, acquisition management and contracting, supply chain management, maintenance and repair, real property management, human resources management, information technology management, and healthcare management.

2.4 Program Management

The contractor shall designate a single point of contact (POC) that has the authority to represent the organization in all matters pertaining to this contract. This POC shall respond to the

Government's requirements and the management and oversight of all activities performed by contractor personnel, including subcontractors, to ensure the accomplishment of timely and effective support, performed in accordance with the requirements contained each Task Order.

The contractor shall support the Government in the following sub-tasks:

2.4.1 Provide a program management capability to manage the indefinite delivery/indefinite quantity (ID/IQ) contract. Identify any key personnel deemed critical to managing the overall performance of the ID/IQ contract.

2.4.2 Respond to Contracting Officer (CO) or Contracting Officer Representative requests in a timely manner NLT 5 business days.

2.4.3 Notify the CO of direction received from Government personnel that the Contractor considers outside the scope of PWS requirements prior to performing the work.

2.4.4 Project Management Plan (PMP): The contractor shall develop and maintain throughout the contract period of performance, a Project Management Plan (PMP) with integrated master schedule that shall be used as a foundation for information and resource management planning. The contractor shall deliver the initial PMP to the Government within

15 work days after contract award.

The PMP shall include, but not be limited to, the following:

• Status of current and planned tasks and subtasks and names of contractors assigned

• Base schedule overlaid with actual schedules, for each task

• Project Organization

• Project Transition Processes and Schedule

• Work Breakdown Structure (WBS)

• Process Management and Control

• Overall Organizational Structure

• Project Responsibilities to include process flowcharts for all major tasks

Task dependencies and interrelationships

• Contractor personnel assignments and duration (Staffing Plan)

• Updated Deliverable Schedule (based on solution)

• Deliverables (draft, interim, final, etc.),

• Contingency Plans (where appropriate),

• Contractor travel information

• Quality Control plan

• Risk Management plan

• Subcontract Management (organization of personnel, software and hardware)

• Monitoring mechanisms including Program Metrics

• Automated Tools, Techniques, and Methods

The contractor shall keep the PMP and integrated master schedule up-to-date, keep it accessible electronically at any time, and be prepared to brief any PMP content to the

Government at short notice (within 24 hours). The PMP shall be used as a foundation for the Status Report and In-Progress Reviews.

2.4.5 Monthly Status Report (MSR). Provide a Monthly Status Report IAW Business

Analytics PWS, Appendix C, CDRL A001 and in its attachment.

2.4.6 Program Management Reviews (PMR). Attend scheduled PMRs, as notified by the

Government. The Government Leadership, Government Portfolio Lead, COR, and Contractor

PM will meet periodically with the Contractor to review performance. PMRs will be held at least monthly. PMRs will cover status and feedback on performance measures, Contractor performance, and any significant events. PMRs are intended to serve as an opportunity for open and frank discussions on the current progress including schedule of the contract and applicable TOs.

2.4.7 Performance Reviews. In addition to PMRs, the Government may meet with the

Contractor, at Government or Contractor request, to discuss Contractor-specific or TO-specific issues.

2.4.7 Transition

The contractor shall follow its transition plan submitted as part of their proposal and maintain the Government fully informed of status throughout the transition period. Throughout the transition-in/transition-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 transition-in/transition-out periods.

2.4.7.1 Transition-In

The Contractor shall submit a detailed transition-in plan to include start-up activities to become fully operational upon conclusion of the 21 calendar days 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;

Identify associated risks and issues and risk mitigation strategies; and

Attend a post award conference

2.4.7.2 Transition-Out

The contractor shall provide a transition-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 the ODCMO

Sharepoint portal or Government share drive as directed by the Government. 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 all files pertaining to projects and analysis generated during the period of performance

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.

2.5 Human Resource Management

The Contractor shall provide qualified personnel for the key positions under this contract. The key positions include the Lead Program Manager and Highly Qualified Subject Matter Experts in

Financial Management/Audit, Acquisition, Human Resources Logistics/Supply Chain and DoD

Portfolio Management.

The contractor shall provide qualified personnel at TO start that meet or exceed the stated skills, knowledge, training, experience, and certification requirements stated in the labor category descriptions.

All personnel shall have excellent written and spoken English communication skills.

2.5.1 Key Personnel

Lead Program Manager-Key Personnel

Education/Experience: Shall have a Bachelor’s degree and three (3) years of experience in

Program Management AND three (3) years of experience in the functional area identified in the TO.

Functional Description: Serves as the contractor's contract manager, and shall be the contractor's authorized interface with the Government Contracting Officer (CO), the Contracting Officer's

Representative (COR), government management personnel and customer agency representatives.

Responsible for formulating and enforcing work standards, assigning contractor schedules, reviewing work discrepancies, supervising contractor personnel and communicating policies, purposes, and goals of the organization to subordinates. Shall be responsible for the overall contract performance and shall support project execution activities.

Subject Matter Expert 2 (Financial Management/Audit)- Key Personnel

Education/Experience: Certified Public Accountant (CPA) and Master's degree in an associated technical or line of business discipline and or thirteen years (13) of progressive experience in high-level technical and organizational support services.

Functional Responsibility: Performs accounting, audit, transaction and payment services, enterprise finance and management, budget and contract audit services.

Subject Matter Expert 2 (Acquisition)- Key Personnel

Education/Experience: Bachelor's degree in an associated technical or line of business discipline of the equivalent years in experience.

Functional Responsibility: Performs defense procurement and acquisition, acquisition workforce management and contracts management.

Subject Matter Expert 2 (Human Resources)- Key Personnel

Education/Experience: Master's degree in an associated technical or line of business discipline or the equivalent years in experience.

Functional Responsibility: Performs civilian HR policy, Military HR policy, education and training, healthcare, family welfare, reserve policy and readiness.

Subject Matter Expert 2 (Logistics/Supply Chain)- Key Personnel

Education/Experience: Master's degree in an associated technical or line of business discipline or the equivalent years in experience. In rare circumstances, education and/or experience requirements may be decreased or waived if the individual has an extraordinary educational background or uniquely applicable experience or highly specialized knowledge. Over thirteen years of progressive experience in high-level technical and organizational support services.

Functional Responsibility: Performs supply chain planning, supply chain sourcing, supply chain, delivery, transportation management and warehouse management.

2.5.2 Personnel Maintenance

Maintain minimal personnel turnover throughout the life of the IDIQ and TO’s issued. Ensure continuation of services during personnel absences due to sickness, leave, and voluntary or involuntary termination from employment such that impact to the Government is minimal. Once a Contractor knows that an employee is leaving and will no longer support a task, the Contractor shall provide written documentation to the CO and Contracting Officer Representation (COR) within three (3) business days of the employee advising the Contractor of his/her intent to leave and reason(s). This written notification shall include the date and time the position will be vacant, the reason the employee will no longer work on the task, anticipated replacement date, and what management corrective action will be taken to ensure task mission completion.

Position vacancies shall not exceed 14 calendar days unless approved in writing or otherwise directed in advance by the CO for grace period associated with new awards and PWS modifications increasing the number of personnel on a TO).

2.5.3 Replacement/Substitution

Prior to replacing/substituting key personnel performing on TOs under this contract, the

Contractor shall provide a sufficiently detailed qualification summary/resume of proposed key personnel for Government coordination. The Government may also request coordination of qualification summaries/resumes on proposed personnel replacing or substituting for non-key positions. This paragraph shall also apply when, at or prior to the start of TO performance, the

Contractor provides any personnel for work who were not part of or who replace any personnel submitted and evaluated as part of a TO proposal.

2.5.4 Identification of Contractor Employees

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves with lanyards and Contractor ID as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

2.6 Financial Management

2.6.1 Billing. Invoices/cost vouchers, as applicable, shall be submitted at least on a monthly basis (as agreed upon with the COR) and processed in Wide Area Work Flow (WAWF) IAW

Section G and DFARS Clause 252.232-7006. Any variations from the monthly requirement must be approved, in writing, by the Contracting Officer. Invoices shall conform to the requirements stated in the contract. Additionally, the following requirements apply:

2.6.2 Invoices shall reflect work from the first working day of the month through the last working day of the month.

2.6.3 Invoices shall reflect all work performed for the month of work being billed.

2.6.4 Invoices shall be input into Wide Area Workflow by the 15th of each month for work from the prior month.

2.7 Deliverables Management

The Contractor shall provide deliverables as specified in the ID/IQ contract and all task orders. All Deliverables are considered Government property. If a deliverable due date falls on a weekend or holiday, the Contractor shall submit the deliverable on the last work day prior to the due date.

The ID/IQ deliverable requirements are as follows:

Table 1. IDIQ Deliverables

Deliverable PWS Reference Deliver To Due Date

Project Management

Plan

2.4.4 COR 15 work days after

contract award and as requested

Monthly Status Report 2.4.5 COR Close of business (COB) of the 10 th workday after the month of service

Program Management Review (PMR) 2.4.6 COR Monthly, date TBD

Transition Plan 2.4.7 COR 14 calendar days after award

Quality Control Plan (QCP)

2.9.1 COR Proposal due date

Non-Disclosure Agreements

Agreements

5.1.5 COR Prior to starting any work on

this contract

2.8 Task Order Requirements

All requirements will be sponsored by a senior ODCMO leader (Senior Executive Service civilian) and endorsed by the DCMO. They may range from short duration problem solving to deployment of process changes to complex enterprise business transformation initiatives that span an extended duration with segmented and charted work for steps or phases. Individual task orders will have specific performance and process improvement objectives identified.

The Government will follow a standardized process for developing defining requirements prior to initiating a task order. This will be initiated via a demand from the DCMO. The ODCMO

Senior Leader will assess the scope of the problem and determine the Government resource assignment to lead the engagement. The ODCMO Senior Leader and Government lead will discuss the approach, expected outcomes and product. Collaboratively, the Government will determine resource requirements in context of the work. The development of a discrete

Performance Work Statement against defined schedule and with known product and services required to achieve the expected outcome.

2.9 Quality. The Contractor shall develop, implement, and maintain a comprehensive inspection system that assures compliance with all requirements of this contract and its associated TOs IAW FAR Part 46, Quality Assurance.

2.9.1 Quality Control Plan (QCP)

The Contractor shall submit a QCP along with the contractor’s proposal in response to the basic ID/IQ contract solicitation that demonstrates how the Contractor shall maintain an inspection system acceptable to the Government covering the services under this contract. The QCP shall document how the Contractor will meet and comply with the quality standards specified in the PWS.

At a minimum, the QCP must include:

• A Self-inspection plan

• An internal staffing plan,

• 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.

• Objectives in the Services Summary

• Subcontractor relationships

• Contractor and subcontractor invoicing (actuals to date, expended to date and projected)

• Nonconformances (See Section 2.9.2.2)

2.9.2 Performance Evaluation Contractor performance is subject to Government COR surveillance to ensure PWS compliance. The Contractor shall comply with the following:

2.9.2.1 Access. The Contractor shall permit the CO or authorized representative access to all work areas, records, and data used in the performance of the contracted services. The

Contractor shall provide support, and not interfere with the CO, CORs, state, federal, and other designated personnel in the performance of their official duties. Access shall be provided as soon as possible, but not to exceed one (1) workday after the request.

2.9.2.2 Non-conformances. Identify and control non-conformances through root cause analysis, corrective actions, and preventive actions. Focus on eliminating the cause to prevent reoccurrence. Maintain records of non-conformities and actions taken. Correct and provide response to all Government-identified non-conformances IAW time frames specified by the CO.

This contract identifies two types of non-conformances: Minor and Major.

2.9.2.3 Minor Non-conformance. A minor non-conformance is a non-conformance, which by itself does not adversely impact mission, safety of personnel and/or equipment, performance (quality), schedule (delivery), or cost. It normally does not increase risk to the Government. Minor non-conformances are typically low risk and are communicated through notices; first notices are issued for any identified non-conformance, second notices are issued for repeat non-conformances or failing to correct issues within a reasonable amount of time. Upon receipt of a non-conformance notification (first or second notice), the Contractor shall complete applicable sections and return it to the CO within time constraints directed by the CO in the notice. A formal corrective action plan is not required for notices.

2.9.2.4 Major Non-conformance. A major non-conformance is a non-conformance that adversely impacts (or has the potential to impact) mission, safety of personnel and/or equipment, performance (quality), schedule (delivery), or cost. This type of nonconformance increases risk to the Government and therefore has a risk assessment rating of moderate or high. An example of increasing risk would be a significant number of recurring non-conformances, which is an indication of inadequate preventive measures/actions and lowers the Government’s confidence that the Contractor can provide quality services on time and within costs. The CO will communicate major non-conformances on a Corrective Action Request (CAR) form with a suspense date for the

Contractor’s corrective action plan. As a minimum, the Contractor’s corrective action plan will address:

• Action taken to fix the immediate problem

• Root cause analysis of the problem to determine cause

• Corrective action on the cause of the problem

• Actions taken to prevent recurrence

2.10 Proprietary Data

The Contractor agrees to enter into written agreements with any firm whose proprietary data is used in connection with the performance of any task order issued under this ID/IQ, to protect all proprietary information from unauthorized disclosure or use for as long as it remains proprietary, to furnish the contracting officer and COR with executed copies of all such agreements, and to refrain from using any proprietary information in supplying to the Government goods or services, or for any purpose other than that for which it was intended. The Contractor agrees that any information furnished by the Government to the Contractor not generally available to other

Contractors shall be used only for performance under this contract, and all copies of such information shall be returned to the Government upon completion of the effort. Any information furnished by the Government containing trade secrets or commercial or financial data of other

Contractors shall be treated as proprietary data. Additionally, the Contractor shall not disclose outside the Government any information generated in the performance of this contract.

IAW with FAR Clause 52.227-14, Rights in Data—General (May 2014), the Government shall have unlimited rights to any technical data produced as a result of this contract, regardless of form or the media on which it may be recorded, for the Government to use, disclose, reproduce, prepare derivative works, distribute copies to the public, and perform publicly and display publicly, in any manner and for any purpose, and to have or permit others to do so.

2.1.12 Personnel 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 ODCMO 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.

2.13 Security. The overarching security requirements of this IDIQ are up to the SECRET level, as specified in the DD254. Any requirements requiring classification beyond SECRET will be addressed with each Task Order. To be eligible for award, all offerors must have at a minimum a

SECRET Facility Clearance at time of proposal submission.

SECTION 3.0 Services Summary (SS)

3.1 Purpose. The SS lists performance objectives for the required services the Government will surveil. The absence of any contract requirement from the SS 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” in Section E and Section I of the contract.

3.1.1 Components. The SS states the performance objective (required service), and threshold

(performance standard, accept and reject points (if applicable)) in either a qualitative or quantitative fashion for each critical success factor.

3.1.2 Performance Plan. The SS shall be used as the baseline to develop the Government

Performance Plan. The Plan shall identify the audit methods and procedures the Government will use to evaluate the Contractor's performance.

3.1.3 Right to Surveil. The Government reserves the right to surveil all services and requirements called for in this PWS IAW FAR Part 52.246 to determine whether the

Contractor is meeting performance objectives and goals. The following SS reflects the objectives and thresholds used to track contractor performance for task orders awarded against the basic ID/IQ contract.

Performance Objective PWS paragraph Performance Threshold

Provide qualified people at

TO start

2.5 Performance is acceptable when qualified personnel are

on the job at TO start, unless previously negotiated by the CO

Maintain stable workforce 2.5.2 Less than 5% Lapse Rate across all contracted positions

(see CDRL A001)

Effectively replaces/ substitutes personnel

2.5.3 Performance is acceptable when:

a) Vacancies are filled with qualified personnel within 14 days of vacancy, unless approved in writing or otherwise directed in advance by the

CO

AND

b) there is no mission impact due to position vacancies or unqualified personnel

Develop and submit all required deliverables

2.7 Performance is acceptable when:

a) 100% of deliverable requirements are met and received on time

AND

b) critical information is accurate

Respond to TO requests 2.3 Performance is acceptable when:

a) Responses submitted to Government within 7 days of receipt

b) Upon government acceptance, staffing of TO complete within 14 days.

SECTION 4.0 Government Furnished Property, Equipment and Services

4.1 General Information. The Contractor shall ensure accurate control and accountability of all

Government Furnished Property (GFP). Other than the GFP listed below, specific services and property provided to the Contractor shall be identified in each TO.

4.2 Documents. Unless otherwise stated in the TO, the Government will furnish or make available to the Contractor any documentation/material deemed necessary to accomplish requirements of the TO.

4.3 Government Unclassified Network Account. Unless otherwise stated in the TO, the

Contractor (with a valid NAC check), shall be provided access to the host base’s unclassified computer network and its inherent capabilities including, but not limited to: Internet access, electronic mail, file and print services and dial-in network access, when necessary. The

Contractor shall be aware of and abide by all Government regulations concerning authorized use of the Government's computer network including the restriction against using the network to recruit Government personnel or advertise job openings.

4.4 Government Classified Network Account: All duties requiring performance of classified work can be conducted at government facilities or government-approved off-site contractor facilities.

4.5 Workspace/Supplies. Unless otherwise specified in the TO, the Government will not provide the Contractor permanent workspace; however, when necessary will provide temporary workspace on an as needed basis. In the event that the Contractor must supply

Contractor personnel with expendable materials such as clerical supplies and materials, these shall be included in the overall cost of the TO and shall not be billed as a separate material cost.

4.6 Government Furnished Equipment (GFE): The Government will not provide GFE laptops unless the contractor is performing work requiring access to For Official Use Only (FOUO) or

Personal Identification (PI)-type information on a frequent basis. If the work is FOUO or PI-type information, the Government will provide GFE laptop with installed Virtual Private Network

(VPN) or GFE Desktop. The Contractor will be required to physically attach its GFE laptops to the unclassified government network once every 30 days at a government facility.

4.7 The Government will provide access to required information for subject contract. This support will be available for use upon approval of this contract and will continue until the contract end date.

SECTION 5.0 General

5.1 Contract Administration. The Government contemplates issuing, on an as-needed-basis, primarily firm-fixed-price task orders or Labor Hour/Time & Materials orders which may include time and materials CLINs for travel, other less predictable requirements, and surge as necessary. Specific requirements and deliverables for services will be contained in each task order.

5.1.1…