SDCFP_Orientation_Summary_PWS.docx

PERFORMANCE WORK STATEMENT (PWS)

Secretary of Defense Corporate Fellows Program (SDCFP) Customized Orientation and Training Seminar with Follow-up Support 08 Jan 2016

General Information

1, GENERAL: This is a non-personnel services contract to provide a customized orientation and training seminar for senior military officers newly assigned to the SDCFP. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform orientation and training as defined in this Performance Work Statement (PWS) except for those items specified as government furnished property and services. The Contractor shall perform to the standards in this contract.

1.2 Background: Each year, senior officers from each Service are selected to spend a year in Corporate America at leading edge businesses observe, participate in, and learn corporate best practices in such areas as, business processes and organizations, utilization of information technology, long-range planning, innovation, and change management that could be implemented to transform DoD. SDCFP Fellows form a cadre of future, more senior, Service leaders sensitized to the organizational and operational opportunities made possible the revolutionary changes in information and other technologies. Each incoming group of new Corporate Fellows requires a pre-assignment orientation and training seminar to educate them on current long-range strategic issues, political-military issues, DoD practices, defense budget issues, emerging technologies, and other issues that could lead to significant new defense capabilities in the next decade.

1.3 Objective: To give the new Corporate Fellows a basic understanding of topics specified in Part 5.2 of the PWS and how they might impact DoD operations, not necessarily to provide them with technical details. The training should be designed to engage participants in a structured discussion of the first-order questions that shape national strategy and to examine transformations that may also be occurring in the corporate sector for their relevance to defense restructuring and planning.

1.4 Scope: The Contractor will prepare and facilitate a Customized Orientation and Training Seminar that can be conducted during the last week of June and first two weeks of July timeframe.

1.5 Period of Performance: The period of performance shall be for one (1) Base Period and four (4) option periods. The Period of Performance reads as follows:

Base Period: 1 Mar 2016 to 15 Aug 2016 Option Period One: 1 Mar 2017 to 15 Aug 2017 Option Period Two: 1 Mar 2018 to 15 Aug 2018 Option Period Three: 1 Mar 2019 to 15 Aug 2019 Option Period Four: 1 Mar 2020 to 15 Aug 2020

1.6 General Information:

1.6.1 Quality Assurance (QA): The government shall evaluate the Contractor’s performance under this contract in accordance with the Performance Requirements summarized in Technical Exhibit 1. These requirements are primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. They define how the performance standards will be applied, the method/frequency of surveillance (Quality Assurance Surveillance Plan (QASP)), and the minimum acceptable defect rate(s).

1.6.2 Recognized Holidays: The Contractor is not required to perform service on holidays

1.6.3 Hours of Operation: Normal workdays are Monday through Friday except US Federal Holidays or other dismissal procedures as specified on the Office of Personnel Management website www.opm.gov or www.whitehouse.gov. 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. Fellows typically participate in an eight (8) hours per day training session, 40 hours per week. The Contractor is responsible for conducting business between the primary hours of 08:00-17:00.

1.6.4 Place of Performance: Training will be performed in the months of June and July at a training facility in the National Capital Region proposed by the Contractor and approved by the SDCFP Director. The facility must be sized to accommodate no less than 24 Corporate Fellows and the SDCFP Director. Except in emergency situations, both the Government and the Contractor will make an effort to provide at least seven (7) calendar day notices for training location changes

1.6.5 Type of Contract: The government will award a firm fixed price, value based, contract.

1.6.6 Security Requirements: There are no overall security requirements. However, if Contractor desires to provide a classified briefing, then Contractor personnel performing work under this contract must have an appropriate security clearance and the facility where the briefing is given must meet DoD requirements for the security level of the briefing. In this case, security requirement are in accordance with DD Form 254, which will be provided to the Contractor upon award of the contract.

1.6.7 Special Qualifications: Officers are specifically selected for SDCFP training as future Service senior leaders. To ensure necessary training quality and value:

a. Contractor must have at least 15 years of experience with ongoing initiatives and projects within DoD, defense strategic studies and analyses, and access to subject matter experts in government, business, industry, academia, the press/media, and Congress.

b. Contractor must have at least 15 years of experience organizing and leading seminar style programs for civilian and military senior level professionals on topics relates to leading edge innovations and technology, applicable to both defense and industry, which are expected to mature during the next decade.

c. Contractor must have extensive experience working with and educating senior military officers and awareness of the leadership requirements needed for military career advancement.

d. All speakers must be recognized subject matter experts in their fields.

e. The Seminar Facilitator/Staff Ride Leader should have at least 15 years of graduate level teaching experience

1.6.8 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the contracting officer 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.

1.6.9 Contracting Officer Representative (COR): The (COR) will be the Director, Secretary of Defense Corporate Fellows Program. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.10 Key Personnel: The Key Positions listed below are considered essential to the work being performed under this contract. Before removing, replacing, or diverting any of the listed or specified personnel or facilities, the Contractor shall (1) notify the Contracting Officer reasonably in advance and (2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this contract. The Contractor shall make no diversion without the Contracting Officer's written consent; provided that the Contracting Officer may ratify in writing the proposed change, and that ratification shall constitute the Contracting Officer's consent required by this document.

a. Program Director

b. Scheduling Coordinator

c. Seminar Facilitator/Staff Ride Leader

d. Speakers and guest speakers

Specific names of Speakers and Guest Speakers will be provided to the COR for approval.

1.6.11 Identification of Contractor Employees: There are no identification requirements.

1.6.12 Contractor Travel: Contractor or sub-Contractor personnel will conduct a one-day guided “Staff Ride” leadership training exercise at the Antietam National Battlefield as specified in Part 5.2.2 of the PWS.

1.6.13 Other Direct Costs: This category includes travel (outlined in Part 1.6.12), reproduction, and shipping expenses associated with training activities and visits to Contractor facilities.

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS:

5.1 Basic Services: The Contractor shall provide services for Senior military officer education and post-training support.

5.2 Performance Requirements: the following specifies the Performance Objectives and Performance Elements for the contract.

5.2.1 Seminar Training: Contractor shall design and conduct a structured seminar, subject to COR approval, which provides the following:

a. Briefing(s) on military operations in Afghanistan, Iraq and other geographic locations.

b. Briefings(s) on Islamic religious history and radical Islam.

c. Briefings(s) on United States defense industrial base.

d. Briefings(s) on United States defense policy and national security strategy.

e. Briefings(s) on United States alliances and allies.

f. Briefings(s) on United States political-military issues relative to China and Russia.

g. Briefings(s) on terrorist threats and weapons of mass destruction.

h. Briefings(s) that analyze the DoD budget.

i. Briefings(s) on defense acquisition and acquisition reform.

j. Briefings(s) on critical infrastructure protection.

k. Briefings(s) on energy security.

l. Briefings(s) cyber security.

m. Briefings(s) on leading-edge technical innovations applicable to defense, such as robotics and nanotechnology.

n. Briefings(s) on world demographics and their future security implications.

o. Briefings(s) by defense reporters from the national press or other media.

p. Two or more meetings with senior leadership of both House and Senate Armed Services Committees.

q. An exercise for the Corporate Fellows in strategic level defense decision making.

5.2.2 Staff Ride Training: Contractor shall prepare and conduct a one-day guided “Staff Ride” leadership training exercise at the Antietam National Battlefield similar to those conducted by the military Services’ Senior War Colleges. The Staff Ride will focus on historical specifics of the battle and the realities of warfare and command.