SDCFP_ExecEd_PWS.pdf

PERFORMANCE WORK STATEMENT (PWS)

Secretary of Defense Corporate Fellows Program (SDCFP)

Graduate Business School Executive Education and Post-Training Support

18 May 2016

General Information

1. GENERAL: This is a non-personnel services contract to provide Graduate Business School

Executive Education level training and post-training support. 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 Graduate Business School Executive Education as defined in this Performance Work Statement 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, i.e. Corporate Sponsors, to 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 Service leaders sensitized to the organizational and operational opportunities made possible by the revolutionary changes in information and other technologies. Each incoming group of new Corporate Fellows requires pre-assignment training to educate them on the fundamentals of contemporary business, and the different trends and factors that drive strategic business planning. This training should also examine transformations occurring in the corporate sector for their potential relevance to defense operations, restructuring and planning. Because the SDCFP is a unique program, where military officers with no prior experience in the civilian corporate environment are assigned to train in corporate assignments, a customized curriculum is required.

1.3 Objectives:

a. Enable new Corporate Fellows to grasp the basics of business practices and fully prepare them for their assignments in corporate America.

b. Enable new Corporate Fellows to grasp the applicability of business practices to Department of

Defense (DoD) operations.

c. Provide academic and advisory support throughout the year on both the business world and related issues at their corporate assignment

d. Provide academic and advisory support for research papers Corporate Fellows are required to submit.

1.4 Scope: The contractor will prepare and facilitate a customized seven-day Graduate Business School

Executive Education equivalent seminar. During the remainder of the period of performance, participating graduate business school faculty will be available to answer Corporate Fellows’ questions and provide advice on business world issues, both in general and related to their corporate assignments. Also during the remainder of the period of performance, contractor personnel will attend one or more Corporate Fellows group training sessions at individual Corporate Sponsors to ensure training relevancy.

1.5 Period of Performance: The period of performance shall be for one (1) Base Period of 12 months and four (4) 12-month option periods. The Period of Performance reads as follows:

Base Period: 15 Jul 2016 to 14 Jul 2017

Option Period One: 15 Jul 2017 to 14 Jul 2018

Option Period Two: 15 Jul 2018 to 14 Jul 2019

Option Period Three: 15 Jul 2019 to 14 Jul 2020

Option Period Four: 15 Jul 2020 to 14 Jul 2021

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

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

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 seminar will be performed during the month of July at an educational institution or training facility within the National Capitol Region (NCR) 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. The type of training and availability of space will determine which location to host the training seminar. Additional performance of the tasks in this PWS may be accomplished at the Contractor location or at the location of a Corporate Sponsor. This will occur on a case-by-case basis and the training locations may change during the performance of this contract.

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 security requirements.

1.6.7 Special Qualifications: Officers are specifically selected for SDCFP training as future Service leaders with proven Flag/General Officer potential. To ensure necessary quality and value, Contractor must have prior experience providing relevant and similar Graduate Business School Executive Education to active duty senior military officers.

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.

http://www.opm.gov/ http://www.whitehouse.gov/

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 total number of graduate business school faculty participating in the seminar will be no less than five, drawn from an accredited Graduate Business School faculty. Specific names of these faculty members will be provided to the Contracting Officer Representative, along with the proposed training agenda. 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. Professor must have a PhD from an accredited university plus 15 years ofteaching experience.

b. Assistant Professor must have a PhD from an accredited university plus seven years teaching experience.

c. Professor Emeritus must have a PhD from an accredited university plus 35 years of teaching experience.

d. Senior Researcher/Case Writer must have a Masters degree from an accredited university, plus 15 years of case writing experience.

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

1.6.12 Contractor Travel: Contractor personnel will attend no less than one Corporate Fellows group training session at an individual Corporate Sponsor. This training may be in the NCR, one of the 48 States in the Continental United States (CONUS), or in Europe. Which and how many training sessions are attended will be at the Contractor’s discretion.

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

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.10. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.11. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative

BCTF Boards, Commissions, and Task Forces

CFR Code of Federal Regulations

CONUS Continental United States (excludes Alaska and Hawaii)

COR Contracting Officer Representative

COTR Contracting Officer's Technical Representative

COTS Commercial-Off-the-Shelf

DD Form 254 Department of Defense Contract Security Requirement List

DFARS Defense Federal Acquisition Regulation Supplement

DMDC Defense Manpower Data Center

DOD Department of Defense

EM Enterprise Management Directorate

FAR Federal Acquisition Regulation

HIPAA Health Insurance Portability and Accountability Act of 1996

KO Contracting Officer

OCI Organizational Conflict of Interest

OCONUS Outside Continental United States (includes Alaska and Hawaii)

ODC Other Direct Costs

ODCMO Office of the Deputy Chief Management Officer

PIPO Phase In/Phase Out

POC Point of Contact

PRS Performance Requirements Summary

PWS Performance Work Statement

QA Quality Assurance

QAP Quality Assurance Program

QASP Quality Assurance Surveillance Plan

QC Quality Control

SDCFP Secretary of Defense Corporate Fellows Program

TE Technical Exhibit

WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The Government will provide no basic services

3.2 Facilities: The Government will provide no facilities.

3.3 Equipment: The Government will provide no equipment.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract.

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS:

5.1 Basic Services: The contractor shall provide services for Graduate Business School level education and post-training support.

5.2 Performance Requirements: the following specifies the Performance Objectives and Performance

Elements for the contract.

5.2.1 Analytical Inputs: the contractor shall successfully conduct a survey of former and current Corporate

Fellows to identify key skills and concepts that would be relevant and helpful to new Fellows, to better prepare them for their corporate assignments and to assist them in becoming fully engaged at entry and comfortable in a full variety of business settings needed to execute the requirements specified herein. The contractor shall present findings to SDCFP Director and shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

5.2.2 Curriculum Design: the contractor shall design a customized curriculum that addresses the specific learning needs of the new Corporate Fellows and is approved by the COR. The curriculum should feature intensive learning modules, case studies and simulations, and technical notes to supplement and enhance the key concepts. Many of the cases and technical notes should be written specifically for the recipient

Fellows. Learning modules must include, but not be limited to, the core areas of marketing, finance, strategy, organizational effectiveness, and internal/external communication. They should offer the tools and perspectives needed by the new Corporate Fellows to understand the key forces that are of concern to various functional areas of business, increase their agility in moving comfortably and effectively into their new situations and create additional value for their companies. In addition, each Corporate Fellow will receive instruction on, and conduct a thorough industry analysis of his or her corporate assignment, including an analysis of industry competitors.

5.2.3 Graduate Business School Executive Education Seminar Training: the contractor will facilitate and conduct a seven-day Graduate Business School Executive Education level seminar with four or more experienced Graduate Business School professors and one senior research assistant each day, as defined in para 1.6.10. Total number of Graduate Business School faculty participating in the seminar will be no less than five, drawn from an accredited Graduate Business School faculty. The curriculum will be customized for the new Corporate Fellows and their specific corporate assignments. Course content will be designed to address the significant issues the Fellows will face on their corporate assignments. The contractor will provide seminar classrooms, access to library research facilities, computers, case studies, reading materials, presentation materials, and two meals per day.

5.2.4 Executive Coaching: the contractor shall provide assistance to the Corporate Fellows during their transition and throughout their corporate assignments is essential for them to become fully engaged at entry, and comfortable in the business setting. The educational effectiveness of the program must not be limited to the classroom days that the participants share with the instructors. Instructors must be available to the Corporate Fellows throughout the entire period of performance should they have questions, or require additional information and materials.

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS:

6.1. The Contractor must abide by all statutes, applicable regulations, publications, manuals, and federal policies, procedures.

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7. ATTACHMENT/TECHNICAL EXHIBIT LIST:

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule

7.3 Attachment 3/Technical Exhibit 3 – Estimated Workload Data attached separately as the IGCE.

TECHNICAL EXHIBIT 1

Performance Requirements Summary

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard Performance Threshold Method of

Surveillance

Provide personnel to meet PWS requirements

All contractor personnel shall possess the skills and experience needed to perform the required tasks as specified in the PWS.

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

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 and trainee feedback.

Submit a monthly status report

The Status Reports shall accurately reflect progress, status; proactively identifies and addresses any problems or issues encountered; and recommended resolutions are feasible and likely to succeed in resolving issues.

Report is submitted by the first Friday of every month

Reports are grammatically correct and professional in appearance

Deviation with COR or designee approval.

No more than 3 reports may be submitted by COB of the first

Monday following the first Friday of each month Draft documents contain minor typographical errors; Final documents are error free

COR Review

Hours of Work/Workload Management

The contractor shall ensure that sufficient staff is available on-site at all times during core business hours to support assigned requirements. The contractor shall ensure its personnel accomplish the assigned tasks within agreed upon schedules, and at an acceptable level of quality.

The Contractor ensures that sufficient staff is available during core business hours to proactively interact with clients and complete the requirements specified in the PWS. Contractor also ensures the

COR is informed of developments with assigned actions.

COR review & trainee feedback

Services and Deliverables

The Contractor provides the full range of services required to support the tasks addressed in Part 5 of the

PWS.

The Contractor provides competent expertise and analysis that is consistent with the quality levels specified in the PWS.

Deliverables are factual, well-written, 99% free of grammatical errors or misspellings, and free from political conclusions drawn by the analyst or any judgment of individual journalists. Writing meets college Baccalaureate degree standards for English grammar, spelling, and composition. Deliverables are accomplished by the due date/time specified in Technical Exhibit 2 of the PWS.

Random review of work products by the COR no less than once a week and feedback from trainees.

TECHNICAL EXHIBIT 2

DELIVERABLES SCHEDULE

Deliverable Frequency # of Copies Medium/Format Submit To

Project Outline Within five (5) days of contract placement one MS Word Delivered to COR via email

Preliminary

Curriculum

15 June one MS Word Delivered to COR via email

Final Curriculum 15 July one MS Word Delivered to COR via email

Read Ahead Course

Material

1 July 17 As Applicable Delivered to COR

Proposed Travel Plan Two weeks prior to travel dates one MS Word Delivered to COR via email

Follow-on information/materials

As requested one As Applicable Requesting

Corporate Fellow

TECHNICAL EXHIBIT 3

ESTIMATED WORKLOAD DATA

Item Name Estimated Quantity

1 Full Professor 35 Hours

2 Assistant Professor 25 Hours

3 Professor Emeritus 2 Hours

4 Senior Researcher/Case Writer 35 Hours