J1 Statement of Objectives_WarU Cert Exam_Amend 01.docx
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- Attached to
- Exam Delivery & Proctoring for: DoW Acquisition and Financial Management Functional Area Certification Exams
- Solicitation number
- HQ003426RE123
- Issued by
-
DOD Washington Headquarters Service
About this file
This is a Statement of Objectives (SOO) for exam delivery and proctoring services for the Department of War's acquisition workforce certification programs. The contractor will be a commercial third-party test proctoring company responsible for administering professional certification exams on an on-demand basis, both virtually and in-person at contractor facilities, third-party test sites, and military installations worldwide. The Warfighting Acquisition University (WarU) will develop all exam content and provide it to the contractor for upload into their exam delivery system, while the contractor manages the technical platform, scheduling, proctoring, and performance reporting.
The contract covers four functional area certification exams: CON 3990V Contracting Certification Exam (150 questions, 180 minutes), PMT 4890V PM Practitioner Exam (100 questions, 120 minutes), PMT 4990V PM Advanced Exam (100 questions, 120 minutes), and three Financial Management Advanced Certification Exams (50 questions each, 60 minutes each). The period of performance includes a phase-in period from August 1 to September 29, 2026, a base year from September 30, 2026 to September 29, 2027, and four option years extending through September 29, 2031. The contractor must achieve 99% exam delivery availability, maintain 100% exam integrity, randomize exam questions across multiple pools to prevent compromise, establish data exchange protocols with WarU's systems for candidate eligibility validation and scheduling, and provide dedicated program management support with real-time performance metrics and analytics accessible to WarU staff. Geographic coverage should enable CONUS examinees to access in-person testing within 50 miles of their duty location.
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Other files
| File | Type | Posted |
|---|---|---|
| Standard Form 1449 - HQ003426RE123 Amend 02.pdf | ||
| Solicitation Instructions and Evaluation Criteria_Amend 01.docx | DOCX document | |
| L7 Exam Data by Geography and Mode_Amend 01.xlsx | XLSX spreadsheet | |
| L5 Past Performance Questionnaire_Amend 01.docx | DOCX document | |
| L2 CON and PM Cert Exam Historical Actuals Amend 01.xlsx | XLSX spreadsheet | |
| Q and A Response Amend 01.xlsx | XLSX spreadsheet | |
| L1 Comment Resolution Matrix.xlsx | XLSX spreadsheet | |
| L6 Contractor Conflict of Interest Disclosure Form.docx | DOCX document | |
| Solicitation Instructions and Evaluation Criteria_Final.docx | DOCX document | |
| L5 Past Performance Questionnaire.docx | DOCX document | |
| H1 Special Contract Requirements (VIQ Clause).docx | DOCX document | |
| Standard Form 1449 - HQ003426RE123.pdf | ||
| J1 Statement of Objectives _WarU Cert Exam.docx | DOCX document | |
| L3 Geo Dispersion of CON workforce (2021 data).xlsx | XLSX spreadsheet | |
| L2 CON and PM Cert Exam Historical Actuals.xlsx | XLSX spreadsheet |
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Statement of Objectives (SOO) Exam Delivery & Proctoring for:
DoW Acquisition and Financial Management Functional Area Certification Exams
1.) PURPOSE AND GOAL.
The purpose and goal of this requirement is to acquire the capability, through a commercial third-party test proctoring company (hereafter referred to as “the contractor”), to administer professional certification exam(s) for the Department of War (DoW) acquisition workforce (candidates), around the world both virtually or in-person (at contractor facility, third party providers, and/or when available, at military installations), on an individually on-demand approved and scheduled basis.
2.) BACKGROUND.
The Warfighting Acquisition University (WarU) is responsible for the management and administration of functional area certification exam(s) for the DoW acquisition workforce. The functional areas requiring certification exam delivery and proctoring support are the Contracting (CON), Program Management (PM), and Financial Management (FM) Functional Areas. The exam requirements are as follows:
a. CON 3990V Contracting Certification Exam
b. PMT 4890V Program Management (PM) Practitioner Certification Exam
c. PMT 4990V Program Management (PM) Advanced Certification Exam
d. Financial Management (FM) Advanced Certification Exam 1
e. Financial Management (FM) Advanced Certification Exam 2
f. Financial Management (FM) Advanced Certification Exam 3 WarU is responsible for the development of exam material -- question/stems, answers/distractors, etc. and will provide to the contractor as an initial bank of exam questions in the contractor’s designated format. WarU may periodically need to revise, remove, replace, and add test items, and will provide to the contractor for upload into the contractor’s exam delivery system.
3.) PERIOD AND PLACE OF PERFORMANCE.
| 3.1 | Projected Period of Performance: | |||
| Phase-in (as needed): | 1 Aug 2026 – 29 Sep 2026 | |||
| Base Year: | 30 Sep 2026 – 29 Sep 2027 | |||
| Option Year 1: | 30 Sep 2027 – 29 Sep 2028 | |||
| Option Year 2: | 30 Sep 2028 – 29 Sep 2029 | |||
| Option Year 3: | 30 Sep 2029 – 29 Sep 2030 | |||
| Option Year 4: | 30 Sep 2030 – 29 Sep 2031 |
| 3.2 | The contract award date, and initial phase-in/publishing period will need to support for an exam ready date of 30 Sep 2026 (since the current period of performance ends 29 Sep 2026). To facilitate meeting this date, WarU will provide exam items to the contractor, in an electronic format as required by the contractor’s normal commercial practices, as soon as practicable after contract award. |
| 3.3 | The place of performance shall be either at the contractor’s established test facilities or third-party test sites worldwide, and (as an option) virtually in accordance with the contractor’s established live and secure remote proctoring methods or procedures. The determination whether each individual exam is delivered either in person or remotely is at the discretion of the candidate when he or she schedules the exam through the contractor’s registration system. |
4.) SCOPE.
| 4.1 | The contractor shall deliver securely proctored exams, on demand (scheduled by exam candidates) either physically at contractor-provided test centers or third-party/partner test sites worldwide or virtually using the contractor’s established remote online (live) proctoring methods. (Historical Exam delivery numbers are provided as attachment in Section J of the RFQ) |
| 4.1.1 | To the maximum extent feasible, the contractor's exam delivery capability geographic presence should enable any examinee in the Continental United States (CONUS) to be able to schedule and take an in-person secure proctored exam within 50 miles of their duty location. (Notional Examinee location data is provided as attachment in Section J of the RFQ) |
| 4.1.2 | The CON 3990V Contracting Certification exam includes 150 multiple-choice questions to be completed in 3 hours (180 minutes). |
| 4.1.3 | The PMT 4890V PM Practitioner Exam includes 100 multiple-choice questions to be completed in 2 hours (120 minutes). |
| 4.1.4 | The PMT 4990V PM Practitioner Exam includes 100 multiple-choice questions to be completed in 2 hours (120 minutes). |
| 4.1.5 | The Financial Management (FM) Advanced Certification Exam 1 includes 50 multiple-choice questions to be completed in 1 hour (60 minutes). |
4.1.6 The Financial Management (FM) Advanced Certification Exam 2 includes 50 multiple-choice questions to be completed in 1 hour (60 minutes).
4.1.7 The Financial Management (FM) Advanced Certification Exam 3 includes 50 multiple-choice questions to be completed in 1 hour (60 minutes).
4.1.8 Exam formats may require items to be placed or presented in multiple/discrete “pools” of questions based on WarU exam managers' discretion. The contractors’ exam delivery system must be able to present and grade not only cumulatively, but also down to these discrete levels. Additionally, the exam system must allow for randomization of items in these pools per delivery, so that no two examinees are presented to the same exam, to enhance exam security and/or to lessen the risk of exam item compromise.
| 4.2 | The contractor shall work with WarU to establish an organizational linkage for the purposes of scheduling and delivering exams. |
| 4.2.1 | Each candidate will sign-up for their respective certification exams through the same registration process used to enroll in classes delivered by WarU. This will ensure all existing organizational approval workflow requirements are met. Once WarU receives approval for the examinee (candidate) to take the certification exam, the candidate will be directed to the contractor’s registration system to schedule the exam. |
| 4.2.2 | Upon completion of the exam, the contractor shall provide the immediate completion record to the examinee which consists of (at a minimum) the overall exam score and a breakdown of performance by exam-specific category or sub-category level(s) which will be established prior to publising of each individual exam. WarU will provide the employee and their employing service/agency any additional feedback as necessary. |
| 4.2.3 | As soon as practicable after contract award (during the Phase-In period), the contractor shall begin working through the assigned WarU Contracting Officer’s Representative (COR) to coordinate the CON & PM initial Exam publishing, and with WarU/IT and Academic Scheduling to establish a data exchange (via flat files or Application Programming Interface (API)s depending on the commercial exam provider’s capabilities) between WarU Student Management for the purpose of managing and tracking examinee application, supervisory/chain-of-command approval, scheduling, and record of exam delivery and grade. |
| 4.2.4 | In order to limit the amount of personal data shared with the contractor, this data exchange will include the minimal amount of data required for exam registration with the contractor such as the examinee’s WarU ID number, the examinee’s work email address, and the completion record being sent to the candidate. |
| 4.3 | Exam Updates - The contractor shall provide capability for WarU to manage and modify the exams as needs arise. The contractor shall identify thresholds for major and minor exam updates & modifications and provide a methodology or establish a system for the government to communicate and implement updates in accordance with industry standards or corporate practices. |
| 4.4 | Program management – Based on the anticipated exam delivery demand signal, the contractor shall provide a dedicated, program/project manager (or account lead, etc.) for the purpose of ensuring a single and consistent point of contact for the WarU team for all matters pertaining to the management of the contract and matters with the exam(s). This person shall also serve as the liaison for any escalation of issues or challenges to ensure quick and efficient resolution. |
5.) EXAM DELIVERY SPECIFICATIONS
| 5.1 | Exams shall consist of multiple-choice questions. |
| 5.2 | Each question shall contain a stem, a correct answer, and three distractors. |
| 5.3 | The exam system shall have the capability to host an exam ranging up to 180 questions. |
| 5.4 | The exam candidate shall be allowed a specified amount of time to complete an exam delineated in paragraph 4 above. |
| 5.5 | Candidates shall not leave the test area during active testing unless the contractor’s standard procedures permit. |
| 5.6 | The contractor shall provide immediate feedback in the form of a completion record to the candidate and WarU. |
| 5.7 | No-show policy (and cost implications) shall be clear and explicit, and made available to candidates and WarU. |
| 5.8 | The exam system must be capable of randomizing questions drawn by from a variety of categories/pools in a way to present varied combinations of questions for each examinee. |
| 5.9 | The contractor shall adhere to commercial best practices, to include all nationally recognized standards established by the National College Testing Association (NCTA), and any other best practices of the commercial exam provider. |
| 5.10 | The contractor’s exam system shall be able to: |
| 5.10.1 | Receive validation of candidate eligibility from WarU. The exact nature of this transaction is to be established after award of the contract. Examples of possible methods may include (but not limited to): SFTP, Voucher #’s, Web API, etc. |
| 5.10.2 | Schedule testing directly with the candidate after they receive indication of authorization to take exam through the WarU registration system. This would require setting up a process (between WarU and contractor) to determine how to manage approvals (i.e.; periodic data transfer of approved enrollees by student ID#, or student name matched with unique passcode, etc.). |
| 5.10.3 | Administer the Exams, whether in-person or online, in a manner aligned with stringent industry standard for security: maintaining exam integrity is of the utmost importance to the WarU and the DoW, and any breach of exam material would constitute the greatest risk to the CON , PM, and FM exam program(s). |
| 5.10.4 | Follow relevant industry standard, Americans with Disabilities Act, and (any) other federally mandated requirements applicable to the industry, to include but not limited to Section 508 of the Rehabilitation Act, 29 U.S.C. 794d. |
| 5.10.5 | Provide access to examinee and item performance feedback both overall and at a category/pool/question level at a frequency in the form offered by the commercial exam provider. |
| 5.10.6 | Provide sufficient on-demand exam performance metrics (at the exam item and examinee level) to provide the customer with enough information to conduct item analysis, item discrimination, and data analytics in generalConduct test item analysis, item discrimination, and data analytics |
6.) QUALITY ASSURANCE
| Performance Objectives |
| Acceptable Quality Level |
| Monitoring Method |
| Safeguard proprietary exam materials from spillage and compromise at all phases of exam publishing and delivery (to examinees) |
| Ensure 100% Exam integrity |
| Self-reporting (by contractor) of potential compromise incidents or spillage |
| Deliver certification exam proctoring as scheduled by individual candidates at established world-wide testing sites |
| Ensure 99% availability by delivering proctored certification exams delivered on time, as scheduled. |
| Examinee Feedback |
| Deliver certification exam proctoring as scheduled by individual examinees through established remote examination processes. |
| Ensure 99% availability by delivering proctored certification exams delivered on time, as scheduled |
| Examinee Feedback |
| Maintain functional linkage & data exchange between commercial exam provider and WarU IT/Scheduling systems |
| Ensure daily data transfer of exam results & real-time coordination throughout the life of the contract |
| Daily monitoring |
| Provide COR & exam managers on-demand access to an exam data / metrics interface system, to enable test item analysis, individual examinee performance metrics, and general data statistics. |
| Ensure access & availability during all workdays per year to the max extent feasible. |
| Periodic review |
7.) GOVERNMENT FURNISHED INFORMATION
| 7.1 | WarU will provide all exam material in whichever format & method as is commercially practiced & required by the contractor. NOTE: Exam material remains proprietary and property of the U.S. Government and should be handled accordingly. |
| 7.2 | WarU will provide all necessary information to establish an interchange between WarU scheduling, registration, and business intelligence systems. |
| 7.3 | WarU will provide digital logo’s & other marketing material as needed for examinee interface portals or websites created by the contractor for the purpose of exam registration & administration |
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