ID05180023_BBD_PWS_082718.pdf

Source Selection Information – See FAR 2.101 and 3.104

UNCLASSIFIED//FOR OFFICIAL USE ONLY

ID05180023

ATTACHMENT 1

PWS

TEACHING AND EDUCATION SERVICES

BETTER BUSINESS DEALS (BBD)/INDUSTRY INSIGHT OFFERING

AIR FORCE INSTITUTE OF TECHNOLOGY (AFIT)

WRIGHT-PATTERSON AFB, OHIO

08/27/2018

1.0 DESCRIPTION OF SERVICES

1.1 Scope. This Performance Work Statement (PWS) defines the requirement for the contractor to provide on-site teaching and educational services for the Air Force Institute of Technology (AFIT) School of Systems and Logistics to help Government acquisition personnel work more effectively with their industry partners and negotiate better business deals in support of the Air Force mission. The contractor shall comply with federal and local laws, regulations, and instructions. Historically, these on-site teachings were delivered at the following locations:

Wright-Patterson AFB, OH; Los Angeles AFB, CA; Hanscom AFB, MA; Tinker AFB, OK; Eglin AFB, FL; Hill AFB, UT; Maxwell-Gunter AFB, AL; Robins AFB, GA; Kirtland AFB, NM;

Peterson AFB, CO; and the Washington D.C. area. The Government intends for the contractor to deliver the aforementioned teachings at the above locations but is not limited to only those locations. The specific locations will not be known until each year’s offering (workshop/class) schedule is released (during base period). Historically, the BBD offering takes four days to instruct with travel and classroom inspection on Monday, Tuesday through Friday offering instruction, with travel home conducted late on Friday.

1.2 Description of Services. The contractor shall customize and deliver/teach a pre-existing Better Business Deals Industry Insight Offering owned by the Air Force. It is required that the contractor/subcontractor/teaming partner be an Association to Advance Collegiate Schools of Business (AACSB) accredited or an Accreditation Council for Business Schools (ACBSP) accredited business school. The offering addresses topics and objectives listed in Appendix A of this PWS as well as pertinent and related current and emerging issues affecting the Department of Defense (DOD) and Government business, with particular focus on Air Force acquisition programs. The contractor shall maintain an awareness of current Air Force and DOD acquisition topics and issues by quarterly reviewing the Government Accountability Office (GAO) website for current GAO reports, along with aerospace and defense-related trade journals to integrate current topics/issues that are relevant to the offering learning objectives into the offering as appropriate. The target audience for this offering will be military and civilian acquisition professionals. Students’ career grades will typically range from O-2 to O-6 for the military and GS-12 to GS-15 for the civilian attendees. Students include contracting managers, program managers, logisticians, engineers, financial managers and others, typically with 10-20+ years of experience as members in the defense acquisition workforce.

1.3 Offering. The contractor shall teach the Air Force “Better Business Deals” Offering covering the topics and objectives listed in Appendix A to improve the business acumen of students from the Air Force acquisition community using examples from defense contractors’ public financial statements.

1.3.1 The contractor shall provide key personnel to teach the offering containing the objectives listed in Appendix A. The contractor shall teach each offering with a teaching team consisting of a minimum of two instructors. The Government would prefer the same instructors to deliver the BBD offering on a consistent basis to ensure offering integrity.

However, the Government will consider an approach where a team of instructors (3-4 instructors) would rotate offerings. Personnel provided by the contractor to teach each offering shall possess the following qualifications:

1.3.1.1 Each member of the teaching team for each offering shall have documented excellence in classroom instruction (student surveys, teaching awards, teaching evaluations, etc.). The Government prefers full time faculty instructors for the BBD offering. However, if visiting, adjunct, or part-time faculty meets the requirements of the PWS the Government will consider this approach acceptable.

1.3.1.2 The teaching team for each offering shall collectively have at least 20 years of private industry experience.

1.3.1.3 At least one member of the teaching team shall be a licensed Certified Public Accountant (CPA).

1.3.1.4 At least one member of the teaching team shall have

industry experience as a Chief Financial Officer (CFO) or Chief Operating Officer (COO), preferably in the defense industry.

1.3.1.5 At least one member of the teaching team shall have relevant experience working with the Air Force acquisition workforce. Relevant experience includes, but is not limited to, research and/or presentations on acquisition-related topics for Air Force leaders or the Air Force acquisition work force, other acquisition-related offerings delivered to the Air Force acquisition workforce, and/or consulting efforts related to Air Force acquisition issues performed for the Air Force.

1.3.1.6 At least one member of the teaching team shall possess at least 10 years of academic and practical experience in the field of business negotiation and/or Governmental negotiation.

1.3.2 The contractor shall identify each member of the teaching team that will travel to each location and deliver/teach each offering, along with sufficient information to demonstrate that the teaching team meets all qualifications listed in Section 1.3.1 and associated subparagraphs of the PWS. This information shall be provided to the AFIT Contracting Officer Representative (COR) within a week of Government notification of future scheduled offering. Any changes or substitutions to the identified teaching team shall be provided to the Government a minimum of four (4) weeks prior to each scheduled offering. This information shall identify the members of the teaching team by name, and provide sufficient information to demonstrate that the teaching team meets all qualifications listed in Section 1.3.1 and associated subparagraphs of the PWS. Government approval is required for all modifications, substitutions, or changes to the teaching team prior to the delivery of any offering. The Government retains the final decision authority to determine whether the proposed teaching team meets the minimum qualifications specified. The Government will notify the contractor within five (5) calendar days if the Government determines that a proposed teaching team does not meet the qualifications specified in the PWS to deliver an offering.

1.3.3 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 be available to respond to the Government’s requirements and inquiries.

1.3.4 The contractor shall deliver/teach the existing offering material and exercises. The contractor is allowed to make modifications to offering materials as long as all offering topics and learning objectives are met. However, all changes are subject to Government review and approval. The contractor shall be responsive to current Air Force/DOD acquisition issues and initiatives that are relevant and pertinent to the offering content. The contractor shall modify materials as required to keep offering content and examples current and relevant.

Again, all changes are subject to Government review and approval. Additionally, the contractor shall be aware of major defense contractors in business and use their financial statements for illustrations and/or exercises as appropriate. Where possible, the contractor should use publicly disclosed financial statements for individual business units or other entities that provide more insight than a large, corporate parent. In addition, financial statements and information from publicly-traded defense contractors used within the offering must be current as of the date of the offering. The Government will provide a list of program teams and their associated contractors at least two (2) weeks prior to each offering. At least two of these specific contractors’ financial information should also be used or highlighted in the teaching of this offering. If the Government requests to add additional offering content contractors to a specific offering delivery, the Government will provide at least a six weeks’ notice to the contractor. Inserting additional contractors’ financial information based on Air Force programs represented in an offering or updating existing financial information in the offering to ensure it is current does not require prior Government approval, as these are required updates per the PWS. The contractor shall present all other modifications to offering materials to the Government for approval (four weeks prior to offering delivery) in this manner: the contractor shall provide electronic copies of all offering materials to the Government, with a detailed summary of all changes. The Government will provide approval and/or comments within two weeks of notification of changes.

All modifications/changes and/or updates to the offering materials by the contractor shall be free of copyright or trademark restrictions, deemed a work made for hire, and shall be provided to the Government with unlimited rights.

Offering material shall include, at a minimum, lesson plans, offering curriculum, and teaching points. One copy of the standard offering lesson plan, including teaching points, relevant to every offering, shall be submitted to the Government no later than 10 business days prior to the start of the first offering.

1.3.5 The contractor shall teach offerings to approximately thirty (30) students, divided into a maximum of six program teams. The contractor shall facilitate up to eight offerings per year. However if additional funding is made available, additional offerings may be added to the contract unilaterally.

1.3.6 The contractor shall provide instructors who are fluent in English and can provide proof of U.S. citizenship. The contractor shall also provide their instructors with laptop computer(s) capable of connecting to a classroom projection system by VGA and HDMI connections for the purpose of projecting visual displays in the classroom during the offering. The Government will provide the meeting room(s), audio/visual equipment, and registration services. Some limited classroom set-up may be required by the contractor, such as arranging desks, chairs, etc. The offering shall be conducted in its entirety within a four (4) day period, in a live, on-site, instructor-led format. The four (4) day instruction period shall not cross work weeks.

1.3.7 In the event an offering needs to be rescheduled, the contractor will be notified no later than 14 days prior to the start of the offering to allow time for cancelling travel arrangements and making alternative arrangements.

1.3.8 The contractor shall provide all offering materials to the students for learning. These student offering materials shall list all learning objectives and measurable samples of behavior delivered through the offering; be useful for note taking, study, and future reference; and be in printed, bound, paper format. The offering materials shall be distributed to the students by the contractor. The contractor shall also provide a CD to each student containing electronic copies of all offering materials, in addition to any spreadsheet models or other examples/exercises used or presented in the offering, if applicable.

1.3.9 The contractor shall demonstrate that the offering meets the requirements of the Air Force through an end-of- offering student survey instrument. The contractor may use AFIT’s existing end-of- offering survey or develop their own end-of- offering survey as long as it evaluates the student’s experience covering the following areas: expertise and responsiveness of instructors, quality of offering materials, and how well the offering addressed the learning objectives. The survey shall also provide for numeric, Likert-scale response options (using a minimum 5-point scale and a maximum 10-point scale), where higher scores are better than lower scores, as well as textual responses from students. The average score on Likert-scale questions for each offering shall be 85% of the maximum score, or higher. For example, if using a 6-point Likert scale, the student responses shall average 5.1, or higher. The contractor shall distribute the surveys on paper to students on the final day, after all content has been taught, but prior to the end of the offering and the dismissal of the students. A Government representative will collect all surveys and provide a copy to the contractor, either at the offering if possible, or within five (5) business days otherwise. The contractor shall analyze the surveys and provide a summary of each question’s average numerical score, a list of all comments sorted into three (3) categories – positive, negative, and neutral; the contractor’s analysis of the offering; and any recommendations for future corrective actions or improvements (if any), within five (5) business days from the receipt of the end-of- offering surveys from the Government. For survey questions where scores are less than 85% of the maximum score and/or when significant negative comments have been documented by students, the contractor shall provide recommended offerings of action to rectify identified problems and improve offering performance in future offerings within 14 days of the prior offering ending.

2.0 Services Summary

2.1 Services Summary Table. The SS table below summarizes the most important performance objectives and performance thresholds (specific standards) as identified within the body of the PWS. The absence of any performance objective and threshold from this SS shall not detract from its enforceability nor limit the rights or remedies of the Government under any provision of the contract. A performance evaluation will be completed by the contractor and AFIT COR annually and submitted into the Contractor Performance Assessment Reporting System (CPARS) by the GSA PM. The Contracting Officer will approve the evaluation in CPARS.

PERFORMANCE

OBJECTIVE

PWS SECTION

REFERENCE

PERFORMANCE

THRESHOLD

Instructional Materials

Section 1.0, para.

and 1.3.4

All changes to offering materials are presented to Gov’t and approved prior to use in offering delivery; no unapproved changes presented to students

Student Materials Section 1.0, para.

1.3.8

All students receive all required student materials at each offering as specified in Section 1.3.8 of PWS

Offering evaluation/feedbacks

Section 1.0, para.

1.3.9

Average ratings on Likert scale questions are at least 85% of maximum; contractor provides summary report after each offering as specified in Section 1.3.9 of PWS

Offering Section 1.0, para.

1.3.5

Up to 8 offerings per year of the contract (Unless additional funding is made available). Offerings delivered using approved offering materials which address all learning objectives and measurable samples of behavior listed in Appendix A of PWS.

Each offering taught with Government-approved teaching team that meets requirements of Section 1.3.1 and subparagraphs of the

PWS.

Monthly Status Report

100% complete with all required information.

100% accurate.

Submitted no later than (NLT) 10th calendar day of month following the reporting period.

Monthly Invoice 100% complete with all required information.

100% accurate.

Submitted no later than (NLT) 10th calendar day of month following the reporting period.

3.0 Contract Management

3.1 Performance Reporting. The contractor’s contract performance will be monitored by the Government and reported in CPARS. Performance standards shall be IAW the PWS and the Quality Surveillance Plan.

3.2 CPARS Self-Evaluation. The contractor will submit a self-evaluation of their performance as requested by the GSA COR at least annually utilizing a Government provided template. The contractor self-evaluation will then be submitted to the AFIT COR where they will utilize this information to formulate an independent performance evaluation that will be processed through CPARS. The requirements of the FAR and its supplements as it pertains to CPARS reporting shall be adhered to.

3.3 Monthly Invoice. The contractor shall provide a monthly invoice to be submitted simultaneously with the monthly status report. The invoice shall include but not be limited to:

• Travel costs (if needed).

• Supporting documentation for travel costs (if needed).

• Costs shall include supporting documentation as required by the Federal

Travel Regulation (FTR) (receipts for all costs $75.00 or greater). Invoice submissions including travel costs shall include completed travel expense sheets for each trip for each employee. Invoices submitted without the proper travel documentation may be rejected.

• The contractor shall comply with line item billing requests.

4.0 3.4 Quick Closeout Procedures. Quick closeout procedures will be utilized when appropriate

IAW FAR 42.708.Deliverables.

4.1 Deliverables are identified in subsequent paragraphs. All deliverables shall be submitted in the contractor’s format as approved by the Government. Revisions to deliverables, once submitted, cannot be revised but can be appended. All documentation generated becomes Government property.

4.2 Deliverable Table. If a delivery date falls on a Federal holiday or Saturday or Sunday, the deliverable due date shall be the next scheduled federal workday. The deliverable due time shall be on or before COB (1700) the day the deliverable is due unless otherwise stated within this

PWS.

DESCRIPTION FORMAT FREQUENCIES

Quality Control Plan Contractor format Original due at pre-performance conference (Kick-off meeting); as changes occur

Curriculum Modifications Contractor Format

(Approved by the Government)

As Required

Standard Offering Lesson Plan Contractor Format

(Approved by the Government)

NLT 10 business days prior to the start of the first offering

Monthly Status and Funds Report Contractor format Submit with the monthly invoice

Contractor Manpower Report As required at http://www.ecmra.

mil

NLT 31 October of each year

Monthly Invoice Contractor Format Submit 10 calendar days from the last business day of the month

Survey Summary Contractor Format Within five (5) business days from the receipt of the end-of- offering http://www.ecmra.mil/ surveys from the Government

CPARS Self-Evaluation Government Provided Format

Submit at least annually by request of the GSA

COR

Trip Approval Request Contractor Format Submit 10 days prior but a minimum of 2 days when there are extenuating circumstances to the projected travel date

4.3 Contractor Submission. Deliverables are to be transmitted with a cover letter, on the prime contractor’s letterhead, describing the contents, electronically through the General Services Administration’s (GSA) web-based procurement system, Information Technology Solutions Shop (ITSS), and to any other destination(s) as required per the Government’s request. The contractor shall provide hard copy deliverables as required upon the Government’s request. All deliverables shall be produced using recommended software tools/versions as approved by the Government.

All reports shall be accomplished utilizing the MS Office Software Suite (to include MS Project as required) or Adobe .pdf.

4.4 Government Review. Government personnel will have 10 business days to review deliverables (to include resubmissions) and provide written acceptance/rejection. The client representatives/COR will notify the contractor of deliverable acceptance or provide comments in writing. The contractor shall incorporate Government comments, or provide rationale for not doing so within 5 business days of receipt of comments. Government acceptance of the final deliverable will be based on resolution of Government comments or acceptance of rationale for non-inclusion. Additional changes volunteered by the contractor will be considered a resubmission of the deliverable.

4.5 Training Standards of Conduct. Contractors shall comply with AETCI 36-2909, Recruiting, Education, Accessions, and Training Standards of Conduct, and shall take immediate action to resolve violations of the prohibition on unprofessional relationships. Specifically, the following:

Unprofessional relationships include relationships involving recruiters, instructors, staff, applicants, recruits, trainees, cadets, students (to include international military students), and

Airmen who participate in the Recruiter Assistance Program (RAP). Whether pursued on-duty or off-duty, relationships are unprofessional when they detract from the authority of superiors or result in (or reasonably create the appearance of) favoritism, misuse of office or position, or the abandonment of organizational goals for personal interests. Unprofessional relationships include relationships between officers; between enlisted members; between officers and enlisted members; between recruiters and recruits, applicants, or RAP participants; between RAP participants and recruits or applicants; and between military personnel and civilian employees or contractor personnel.

Violations shall be communicated to the Contracting Officer (CO) and the COR within 48 hours, with corrective actions taken.

5.0 Contract Administration

5.1 Administration. Work is to be accomplished through the General Services Administration, Federal Acquisition Service (FAS), Great Lakes Region, through its contract with the selected contractor. Certification by the Government of satisfactory services provided is contingent upon the contractor performing in accordance with the terms and conditions of the referenced contract, this document, the approved technical and price proposal, and all amendments. The client representatives, GSA's representatives, and the contractor's representative(s) shall meet when deemed necessary at the client’s request. The client representative, the GSA representatives, and the contractor’s representative may meet at the place determined by the client and GSA representatives.

5.2 Kickoff Meeting. The contractor in conjunction with the GSA Contracting Officer shall meet with key Government representatives within approximately fifteen (15) business days after award to ensure a common understanding of the requirements, expectations, and ultimate end products. The contractor shall discuss the overall understanding of the project and review the background information and materials provided by the Government representatives. Discussions will also include the scope of work, deliverables to be produced, how the efforts will be organized, projects completed, assumptions made/expected and results. A concerted effort shall be made to gain a thorough understanding of the Government expectations. However, nothing discussed in this or in any subsequent meetings or discussions between the Government and the contractor shall be construed as adding, deleting, or modifying any contract requirements, including deliverable specifications and due dates. The kickoff meeting will be conducted via conference call, unless otherwise agreed upon by the Government and contractor.

5.3 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, Client Representative, 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. A Monthly Status Report that will list completed work for the period, outstanding issues, problems, resolutions and plans for the next month’s activities shall be submitted to the Client Representative no later than ten (10) days after month’s end. All meetings will be conducted via a mutually agreed upon virtual platform.

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 as such to avoid creating an impression in the minds of members of the public that they are Government officials. Contractor personnel must follow local identification procedures for each building/installation for which the offerings are held. 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.

When conversing with Government personnel during business meetings, over the telephone or via electronic mail, contractor/subcontractor personnel shall identify themselves as such to avoid situations arising where sensitive topics might be better discussed solely between Government employees.

Contractors/subcontractors shall identify themselves on any attendance sheet or any coordination documents they may review. Electronic mail signature blocks shall identify their company affiliation.

5.5 Contractor Performance. The contractor shall establish and provide a qualified workforce capable of performing the required tasks. The contractor shall monitor work performance, measure results, ensure delivery of contracted product deliverables and services, support management and decision making, and facilitate communication. The contractor shall bring problems or potential problems affecting performance to the attention of the Client Representative and GSA COR as soon as possible. The contractor shall provide in writing the results of all meetings with the client that affect and/or change conditions, or result in additional agreements or requirements to the GSA COR. The contractor shall not perform any work outside the scope or requirements of this PWS and resultant order without express written approval of the GSA Contracting Officer. Verbal reports shall be followed up with written reports within 48 hours.

The contractor shall establish and maintain a documented set of disciplined, mature, and continuously improving processes for administering all contract efforts with an emphasis on cost efficiency, schedule, performance, responsiveness, and consistently high-quality delivery.

5.6 Period of Performance. The period of performance for this contract will be a base year and four option years.

5.7 Place of Performance. Place of Performance for this contract will be multiple locations.

5.8 Recognized Holidays. In support of any residence offerings, the contractor is not required to perform services on Government holidays, when AFIT is closed.

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

5.9 Hours of Operation. The contractor is responsible for conducting business, between the hours predetermined by the AFIT COR for each offering. Each offering will begin at either 0730 or 0800 local time. The start time will be a mutually agreed upon time between the AFIT COR and the contractor. The contractor must 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. When hiring personnel, the contractor shall keep in mind that the stability and continuity of the workforce are essential.

5.10 Travel. The contractor may be required to travel in performance of the PWS. The contractor shall obtain written approval from the Government Client Representative/ COR and the GSA Contracting Officer or the GSA Program Manager prior to contractor personnel incurring any travel expense. The contractor shall identify personnel who will be traveling and provide travel estimates to the Government 10 days prior but a minimum of 2 days when there are extenuating circumstances to the projected travel date. Travel and related expenses will be reimbursable to the contractor in accordance with the Federal Travel Regulations and FAR 31.205-46 Travel Costs. In accordance with FAR 31.205-46(a)(3)(iv), a receipt is required for each travel expenditure of $75.00 or more. Additionally, FAR 31.205-46(7) states that travel costs shall be allowable only if the date and place of the expenses, purpose of the trip, and name of the person on the trip and that person’s title or relationship to the contractor are documented.

This documentation must be submitted with the monthly invoice when travel costs are incurred.

Reimbursement will only be authorized in support of Government-directed travel. Travel to other Government or civilian facilities outside the local area may be required. Travel does not include local vicinity travel defined as within a 25-mile radius of WPAFB and/or the contractor’s facilities. Commuter travel (recurring travel from an offeror’s location to the customer’s site) is not reimbursable.

5.11 Government Provided Facilities. Government facilities will be provided. The Government will provide facilities for instruction as well as the projectors necessary for displaying teaching slides during each offering. The contractor shall supply at no additional cost to the Government, additional materials incidental to conducting the training and research activities within those facilities (e.g. notepads, pens, highlighters, markers, presentation remotes, laser pointers, etc. as required). To facilitate the accomplishment of the contract, the COR may authorize the use of Government facilities and equipment such as various Air Force computer facilities, technical libraries, and other facilities. The COR shall specify and approve contractor access to these facilities and equipment on an as needed basis.

5.12 Safety. The contractor shall comply with all safety provisions, e.g., technical specifications, technical publications, and federal Occupational Safety and Health Administration (OSHA) standards (Title 29 CFR Part 1910). If there is no applicable OSHA standard, the contractor shall use other applicable nationally or locally recognized sources of safety, health, and fire prevention standards.

6.0 Security.

6.1 Physical Security. The physical security section is applicable only to personnel performing work on a DOD installation. The Government will provide the contractor access to all facilities, as required, to perform in accordance with this PWS. The contractor shall be subject to all military rules and regulations while working on or visiting a military installation. The contractor shall prepare and send visit requests to the intended site’s Point of Contact (POC) upon knowledge of the upcoming offering location to process the contractor’s permission to obtain access to the Government facility.

6.2 Proper Credentials. Contractors shall ensure their employees and those of their subcontracts have the proper credentials allowing them to work in the applicable country.

Persons later found to be undocumented or illegal aliens shall be remanded to the proper authorities.

6.3 Badges. The contractor is required to provide identification badges for their employees.

All contractor personnel must wear these badges while on duty on the Government site. Badges are required to identify the individual, company name, and be clearly and distinctly marked as contractor. Size, color, style, etc. are to be mutually agreed to by contractor and Government.

The contractor's identification badge will not be used as an entry requirement for installation entry or into any Government designated controlled or restricted area.

6.4 Property Protection. Property protection for facility where the contractors' primary work center is located will be the responsibility of the local facility manager and local Government Security Manager, or their duly authorized representative IAW AFI 31-101, The Air Force Installation Security Program and command/local directives. The contractor must safeguard all Government-owned equipment and materials in his/her possession or use.

6.5 Personnel Security. The contractor must provide all personnel necessary to perform required services, as defined in this PWS. All services provided must be consistent with Air Force policy, rules, regulations, instructions, orders, guidance and practices.

6.6 Contractor Consent to Background Checks. All contractor and subcontractor personnel shall be United States citizens who can comply with DOD and USAF background investigation guidelines. A request for a National Agency Check with written Inquiries (NACI) must be completed and submitted to the AFIT/XRR Security Manager at least sixty (60) days prior to in-processing a new employee. The contractor will notify the security office of any known potential security risks for any candidates upon submission of this information. All access to facilities and classified information shall be handled IAW the most recent AFIT security guidelines, which will be provided to the contractor upon award and will be reviewed to be the most current version annually.

6.7 Access to Government Facilities with Controlled or Restricted Areas.

The Government, based on assessment of the contractor’s need, will provide the contractor access to program facilities from the commencement of the contract until contract completion. Only contractor (or subcontractor) personnel possessing the proper clearance will be authorized entry to restricted areas. All contractor personnel must either have the appropriate building access permissions and ID cards or otherwise must be continuously escorted by Government approved personnel.

7.0 Information Security.

7.1 Safeguarding Unclassified and/or For Official Use Only (FOUO) Information.

The contractor shall meet Air Force standards for storing, processing, and handling unclassified and/or Sensitive but Unclassified (SBU) information and systems. Additionally, all resources (e.g.

publication/instructions) provided by the Government to assist the contractor in the performance of their contract shall be surrendered upon termination of employment or the end of the contract performance period.

7.2 Trustworthiness Determination – National Agency Check – Industrial Security Management. Positions of trust require a favorable National Agency Check (NACI). Per Air Force Systems Security Instruction 5027, the contractors/instructors accessing a Government network must, at a minimum, have a completed and favorable NACI. IAW AFI 31-601, Industrial Security Program Management, when contractors require unescorted entry to restricted areas, access to sensitive unclassified information, access to Government Automated Information Systems and/or sensitive equipment, not involving access to classified information, the Contractor’s personnel security questionnaire is processed by the sponsoring Air Force activity per DoD 5200.2-R and AFI 31-501, Personnel Security Program Management.

7.3 Protection of System Data. Unless otherwise stated in the contract, the contractor shall protect system design-related documents and operational data whether in written form or in electronic form via a network in accordance with all applicable policies and procedures for such data, including DoD Regulation 5400.7-R and DoD Manual 5200.01(v1-v4) to include latest changes, and applicable service/agency/ combatant command policies and procedures. The contractor shall protect system design related documents and operational data at least to the level provided by Secure Sockets Layer (SSL)/Transport Security Layer (TSL)-protected web site connections with certificate and or user ID/password-based access controls. In either case, the certificates used by the contractor for these protections shall be DoD or IC approved Public Key Infrastructure (PKI) certificates issued by a DoD or IC approved External Certification Authority (ECA) and shall make use of at least 128-bit encryption.

7.4 System and Network Authorization Access Requests. For contractor personnel who require access to DOD, DISA, or Air Force computing equipment or networks, the contractor shall have the employee, prime or subcontracted, sign and submit a System Authorization Access Report (SAAR), DD Form 2875.

7.5 Intellectual Property Protection. At the completion of the contract or when turning-in Government IT equipment to the Government if applicable, the contractor shall not remove, change, or manipulate data, files, computer code, operating systems, and other information residing on any Government owned/provided storage media in the use and care of the contractor without the expressed written authorization by the Contracting Officer or the Client Representative. This requirement is invoked whether the computer files are placed there by contractor employees in the offering of contractor performance, or otherwise provided by the Government or the contractor. Also, in no case shall the contractor use any method to destroy or remove data on a Government owned storage media to a point that it is not easily recoverable using OS data recovery tools, without expressed written permission of the Government.

7.6 Data Rights. The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government.

All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

7.7 Information in the Contractor Possession. Information given to the contractor during the life of this contract must only be used for the purpose of carrying out the provisions of this contract.

7.8 Privacy Act. Work on this project requires that personnel have access to Privacy Information (PII). PII will be safeguarded in compliance with Federal/DOD PII guidelines, Title 5 U.S.C 552a "The Privacy Act of 1974," DOD Publication 5400.11-R "Department of Defense Privacy Program," and DOD Directive 5400.11 "DOD Privacy Program."

8.0 General Information.

8.1 Training. The contractor shall supply and bear all training costs (e.g., salary, tuition, offering materials, travel, and per diem) to ensure the technical currency of its employees on commercially available applications in order to accomplish the tasks under this contract. Some examples are operating systems, server applications, and office applications.

Any special training costs resulting from changes to technology or technical direction that are related to uniquely Government applications may be reimbursed by the Government and chargeable to Other Direct Costs (ODCs). Such training requires approval of the Government and the availability of the funds prior to registration of any training offerings.

Contractor personnel are required to possess the skills necessary to support their company’s minimum requirements they are performing and the PWS in which they are proposing. Training necessary to meet minimum requirements will not be paid for by the Government or charged to the contract by contractors.

8.2 Section 508. All services and products of this contract must be in compliance with Section

508 of the Rehabilitation Act of 1998 to include standard 1194.22, Web Based Intranet and Internet Information and Applications, and standard 1194.24, Video and Multimedia Products.

8.3 eCMRA. The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract via a secure data collection site. The contractor is required to completely fill in all required data fields at http://www.ecmra.mil.

Reporting inputs will be for the labor executed during the period of performance for each Government fiscal year (FY), which runs 1 October through 30 September. While inputs may be reported any time during the FY, all data shall be reported no later than 31 October of each calendar year. Contractors may direct questions to the CMRA help desk.

8.4 Other Direct Costs (ODC). ODCs can include travel, reproduction, and shipping expenses associated with graduate education activities. Any ODC not on schedule that is over $3,500 shall be competed. ODCs on a schedule over $25,000 shall also be competed. The procurement of any items over $3,500 not on a schedule and $25,000 on schedule requires the contractor to submit three quotes to the GSA Contracting Officer and receive the Government’s approval before purchase.

8.5 Points of Contact. The contractor shall provide the name of a Contractor Project Manager who shall be responsible for the performance of the work. The name of the Contractor Project Manager and alternate(s), who shall act for the contractor when the Contractor Project Manager is absent, shall be designated in writing to the CO prior to the commencement of the period of performance. The contractor shall notify the CO in writing of any changes to personnel within three workdays after information is known.

8.6 Non-Personal Services. The Government will neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. 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 feels that any actions constitute, or are perceived to constitute personal services, it shall be the contractor’s responsibility to notify the CO immediately. These services shall not be used to perform work of a policy/decision making or management nature, i.e., inherently Governmental functions. All decisions relative to programs supported by the contractor shall be the sole responsibility of the Government.

8.7 Organizational Conflicts of Interest (OCI). If at any time during performance of PWS requirements, the contractor becomes aware of an actual or potential Organizational Conflict of Interest (OCI) situation or issue, or the appearance of an actual or potential OCI situation or issue exists, the contractor shall identify in writing, to the COR and CO, the nature of the OCI situation or issue, along with a plan to mitigate the OCI situation or issue.

8.8 Quality Assurance and Quality Control. The Government will perform periodic reviews of the contractor’s performance in accordance with the Government’s Quality Assurance Surveillance Plan (QASP). The Government reserves the right to review services to be provided, including those developed or performed at the Contractor's facilities, to determine conformity with performance and technical requirements.

The contractor shall establish and maintain a complete Quality Control Plan (QCP) to ensure the requirements of this contract are provided as specified in accordance with the applicable Inspection of Services Clause. The contractor shall make appropriate modifications (at no additional costs to the government) and obtain acceptance of the plan by the CO. The Government has the right to require revisions of the QCP (at no cost to the Government) should the incorporated plan fail to deliver the quality of the services provided at any time during contract performance. The plan shall include, but is not limited to the following:

A description of the inspection system covering all services listed.

The specification of inspection frequency.

The title of the individual(s) who shall perform the inspection and their organizational placement.

A description of the methods for identifying, correcting, and preventing defects in the quality of service performed before the level becomes unacceptable.

On-site records of all inspections conducted by the Contractor are required.

The format of the inspection record shall include, but is not limited to, the following:

Date, time, and location of the inspection.

A signature block for the person who performed the inspection.

Rating of acceptable or unacceptable.

Area designated for deficiencies noted and corrective action taken.

Total number of inspections.

9.0 Phase-Out

9.1 The contractor shall provide a 10 day phase-out plan describing the method of transferring responsibility for tasks described in the PWS. Recurring status briefings shall be provided to the Government and associated contractors throughout the transition period. The contractor shall cooperate fully with the Government and any successor contractor(s) to ensure an orderly transition at the end of this contract. The contractor shall accomplish the following phase-out tasks:

o Preserve and make available to the Client Representative, if requested, copies of all records and other documentation, developed or acquired under this contract or preceding contracts for this effort, regarding performance of the work required by this contract.

o Make available to the Client Representative, upon request, the names, job titles, and duties of all employees who have worked under this contract.

o IAW Executive Order 13495, FAR subpart 22.12, and FAR clause 52.222- 17 Nondisplacement of Qualified Workers (May 2014) offer those service employees employed under the predecessor contract whose employment will be terminated as a result of award of this contract or the expiration of the contract under which the service employees were hired, a right of first refusal of employment under this contract in positions for which the service employees are qualified.

o Provide an orientation for successor contractor employees.

o Supply to the Government, 60 days prior to the completion of the contract, the following information:

o Complete backup of all contract and contract related data stored on each employee’s hard drive, along with any global data. List of all Government

Furnished Equipment and Commercial Off-the-Shelf items utilized in support of this task if applicable.

o Soft and hard copies of all procedures and training materials developed as part of this effort.

o Ensure that no contract data is corrupted, changed, or altered such that it would cause damage to the Government.

o System documentation is to be compliant with industry standards. The method of delivery will be by mutual agreement between the Client Representative/PMO and the contractor.

o Within 30 days of contract completion, the contractor shall, in conjunction with a Government representative, conduct a joint inventory of the GFE if applicable.

Appendix A

A. Lesson Objectives

Overarching objective: The contractor shall provide the Air Force acquisition workforce, in program teams, with training in business acumen, helping them work more effectively with industry partners and negotiate better business deals in support of the Air Force mission. Air Force acquisition professionals need to understand how business works in order to negotiate better acquisition outcomes. The contractor shall administer the existing Air Force offering that meets the following objectives:

1. Understand business segment portfolio assembly and how decisions are made to prioritize resources among segments.

a. Explain financial metrics and their use.

b. Explain what other considerations are used to make decisions.

2. Define how the stock market affects the value of corporations and how that valuation influences decisions.

a. Understand industry benchmarking.

b. Explain how stock market data can be found and analyzed.

c. Explain disclosure requirements.

3. Detailed explanation and application of various financial statements.

a. Explain the importance of the balance sheet, income statement, cash flow statement and the statement of shareholders’ equity.

b. Given a Management’s Discussion and Analysis (MD&A) statement, explain the nuances of what is important to management and be able to “see” the company through the eyes of management.

c. Explain the interrelationships between basic financial statements.

d. Understand the impact of policy decisions on financial outcomes.

e. Explain the difference between cash flow versus profitability.

4. Understand corporations’ structure, who makes the decisions and how managers are compensated.

a. Explain corporation senior executives and understand their motivations.

b. Explain the basic roles and responsibilities of senior executives.

c. Explain what the Chief Executive Officer (CEO), Chief Financial Officer (CFO), Chief

Operating Officer (COO) and segment leadership focus on and why.

d. Understand how and why industry managers are compensated and how their measures of success are market driven.

5. Understand how industry measures financial returns.

a. Identify sources of corporate capital.

b. Explain the cost of money.

c. Explain the relationship of risk and the cost of money.

d. Explain the derivation of the Weighted Average Cost of Capital (WACC).

e. Explain the use of WACC in investment decisions.

6. Understand how industry makes their investment decisions.

a. Understand why time will almost always have more value to industry than it does to the government.

b. Explain how industry decisions are effected by key metrics, to include: Net Present Value, Internal Rate of Return, Modified Internal Rate of Return, Profitability Index, and Payback Period.

7. Understand the business development process, how it is structured and how decisions are made to capture potential future…