RFP_Attachment_3_-_Contract_PWS_Amendment_0002.pdf

PERFORMANCE WORK STATEMENT (PWS)

FOR

Office of People Analytics

PERFORMANCE WORK STATEMENT

(PWS)

Amendment 0002

Analytical Support For the:

Office of People Analytics

GSA R9 FAS AAS Project Number ID09180048

PERFORMANCE WORK STATEMENT (PWS)

FOR

OPA Analytical Support Table of Contents

Section Page

1.0 Introduction 3

2.0 Background 3

2.1 Organization 3

2.2 Overview 4

2.3 Historical Data 4

3.0 Scope 4

3.1 Place of Performance 4

3.2 Hours of Operations 5

3.3 Government Holidays 5

3.4 Period of Performance 5

4.0 – 4.27 Tasks 5-9

4.28 Contractor Manpower Reporting 9

5.0 Deliverables 9-11

6.0 Quality Control 12

7.0 Quality Assurance 12

7.1 Inspection and Surveillance 13

7.1.2 Periodic Surveillance and Performance Requirement Summary 13

7.1.3 Customer Surveillance 13

8.0 Non-personal Services Statement 14

9.0 Documentation Submission 14

10.0 Intellectual Property 14

11.0 508 Compliance 15

12.0 Security Classification 15

13.0 Government Equipment 16

14.0 Travel 16

15.0 Transition Plan 16

16.0 Personnel Requirements 16

16.1 Applicable Documents 17

Exhibit 1 19 Exhibit 2 20

PERFORMANCE WORK STATEMENT

Analytical Support for Office of People Analytics

Centers for Health & Resilience (H&R) and Retention & Readiness (R&R)

1.0 INTRODUCTION

The Office of People Analytics (OPA) Centers for Health & Resilience (H&R) and Retention & Readiness (R&R) conducts web-based and paper surveys and analysis that supports the personnel information needs of the Office of the Under Secretary of Defense for Personnel and Readiness (OUSD [P&R]). OPA also conducts interviews and focus group studies to help better understand the meaning of survey results related to topics such as gender relations. Sponsors include, but are not limited to, the Military Community and Family Policy Office, the Transition to Veterans Program Office, the Defense Suicide Prevention Office, and the Office of the Deputy Assistant Secretary of Defense for Maintenance Policy & Program, and the Sexual Assault Prevention and Response Office. These surveys and assessments gather systematic data on attitudes and opinions on a wide range of personnel issues across the entire DoD community. An illustrative schedule of OPA H&R and R&R surveys is provided as Technical Exhibit 1.

In addition to supporting surveys, H&R and R&R partner with other OPA divisions to analyze personnel record data and statistical information, sometimes in combination with survey data, to provide actionable models and information. Some H&R and R&R surveys may require Computer Assisted Telephone Interviewing (CATI) either as the primary data collection method or as an ancillary methodology for multi-method surveys including screening and studies of responders and nonresponders. H&R/R&R also conducts “Quick Compass” surveys on specific topics or populations of interest to policymakers (e.g., financial issues, sexual assault responders, military chaplains.).

2.0 BACKGROUND

2.1 OPA is part of the Defense Human Resources Activity (DHRA), a DoD Field Activity tasked with enabling DoD policy offices to make decisions based on sound administrative/personnel record data and survey data. OPA H&R and R&R focus on providing these offices with scientific survey and related focus group and interview data.

Sponsoring DoD offices and non-DHRA customers require personnel policy- and program-relevant information: attitudes, opinions, behavioral intentions, and self-reported experiences and outcomes. These data are used to formulate, monitor, and refine policies and programs affecting the morale, health, well-being compensation, benefits, training, selection, assignments, readiness and retention of DoD personnel and their families. As new policies and programs are developed, DoD requires research and studies that quickly analyze survey and administrative data to assess the expected or actual effectiveness of those policies and programs.

2.2 H&R/R&R designs survey procedures, develops sampling and weighting plans, and questionnaires, and through analyses, generate documentation including datasets, tabulations, briefings, infographics, research notes, and white papers. See https://www.dmdc.osd.mil/appj/dwp/dwp_surveys.jsp for examples of H&R/R&R briefings and reports.

2.3 H&R/R&R use four Government-owned, Government developed software packages. 1)

The SRT is a visual basic user-interface that uses Microsoft products including Excel, Word, Access, and PowerPoint to develop survey questionnaires and produce automated, publication-ready tabulation volumes, briefing charts, and trend charts. SRT-developed survey questionnaires can be converted into a number of formats (.txt, .doc, etc.) and imported into survey software to create paper- and web-based surveys. The SRT allows the analyst to document the specification of data coding and cleaning in the production of Statistical Analysis Software (SAS) datasets, for specification of variables. Upon initial entry of survey questions in the SRT there is never again a need to retype (risking errors) for creation of the survey on the Web, for creating labeling data variables and values in the dataset, and for including the wording of the items in the automated production of tabulation volumes and briefing charts. 2) The Survey and Variable Authoring System (SURVANT), is an Internet-based tool that is used to develop surveys (web/paper survey creation, testing, editing), for survey database development (variable name, format and value creation), and for documentation (dataset and codebook creation). SURVANT is used to store survey information (variable names, formats, etc.), to test the survey instrument during quality control procedures, to store analysis recodes as well as maintain and produce survey documentation. It is also used to create basic-use (public) and confidential datasets. 3) The Sampling Tool provides efficient scientific samples for H&R/R&R surveys, using Microsoft Excel and Access. The Sampling Tool allows RSSC to estimate the minimum sample size needed to achieve desired precision and confidence goals, given population size, cost, and response rate constraints. 4) The Survey Analysis Macro (SAM) produces estimates and tests of significance within one survey administration. SAM uses SAS, SUDAAN and Microsoft products. 5) H&R/R&R currently use SAS in database creation but also create final datasets in IBM Statistical Package for the Social Sciences (IBM/SPSS) software. SUDAAN, M-Plus, and/or STATA and/or other software packages may also be used to handle the correct estimation of variances.

3.0 SCOPE

The Office of People Analytics (OPA) requires analytical support to plan and analyze Department of Defense (DoD)-wide surveys, interviews and focus groups and to conduct in depth analysis using various data sources. The Contractor shall provide all personnel management, equipment and supplies as necessary to perform the requirements as detailed within this PWS. Support will generally be performed in Government office space in Alexandria, Virginia and via telework.

3.1 PLACE OF PERFORMANCE

Place of performance shall be at the Government site Mark Center in Alexandria, Virginia or at contractor locations.

3.2 HOURS OF OPERATIONS

The Contractor shall ensure support and coverage between the core hours of 0900-1500 Monday through Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. Contractor personnel are not required to maintain the same hours as Government employees; however, contractor employees performing at the Mark Center in Alexandria VA must work within the Government's normal work hours, which are from 0700 to 1800 hours Monday through Friday.

3.3 GOVERNMENT HOLIDAYS

The following Government holidays are normally observed by Government personnel:

New Year’s Day, Martin Luther King’s Birthday, Presidential Inauguration Day (metropolitan DC area only), President’s Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veteran’s Day, Thanksgiving Day, Christmas Day, any other day designated by Federal Statute, Executive Order, and/or Presidential Proclamation, or any other kind of administrative leave such as acts of God (i.e. hurricanes, snow storms, tornadoes, etc.), Presidential funerals or any other unexpected Government closures.

3.4 PERIOD OF PERFORMANCE

The period of performance for this effort is date of award for a period of twelve (12) months thereafter, hereto referred to as the Base Period. This effort includes four (4) 12-month option periods, which may be unilaterally exercised by the Government. Each option period is subject to the availability of funds.

3.5 PAYMENT FOR AUTHORIZED WORK

No payments will be made for any unauthorized supplies and/or services or for any unauthorized changes to the work specified herein. This includes any services performed by the Contractor of their own volition or at the request of an individual other than a duly appointed Contracting Officer. Only a duly appointed Contracting Officer is authorized to change the specifications, terms, and conditions under this effort.

4.0 REQUIREMENTS. The Contractor shall:

4.1 Prepare and submit a project plan for each task order with milestones and timelines for deliverables for government approval. Revise the plan as necessary and report any issues to the Contracting Officer’s Representative (COR) in a timely manner.

4.2 Provide research, survey, and/or statistical consultation, advice and support to OPA and other OSD and Secretary of Defense stakeholders (e.g. Under Secretary of Defense for Personnel and Readiness, Defense Civilian Personnel Advisory Service (DCPAS), and Sexual Assault Prevention and Response Office (SAPRO)). Anticipated products include briefings, infographics, technical reports, information papers, management (executive) reports, overview reports and papers for presentation at professional conferences or submitted to professional journals containing analysis relevant to DoD actions, policies, or procedures. Other products include user manuals for personnel or manpower policy/program implementation, documentation of surveys and codebooks, and maintenance/enhancements of computer program/web site applications supporting the OPA mission.

4.2.1 Technically edit all technical reports, management (executive) reports, survey notes, and overview reports prior to submission to the government.

4.3 Provide statistical support by designing complex, stratified samples, and weighting survey data to account for differential selection probabilities and response propensities, and post-stratification. Use software (e.g., SUDAAN) to appropriately make variance estimates from complex sample designs. Use and modify H&R/R&R statistical software programs to perform appropriate statistical tests to determine whether differences in estimates across subgroups (e.g., Service) or time are statistically significant. Perform nonresponse bias analyses and serve as technical expert on nonresponse bias methods.

Work with government staff to develop an automated production system to impute missing data, and serve as technical expert on missing data methods. In addition, disclosure analysis should be conducted on datasets to be delivered outside of OPA.

Survey sample sizes typically range from 50,000 to 100,000. On occasion, smaller (~30,000) or larger (~700,000) surveys are conducted.

4.4 Support survey design, construction, and execution of survey studies using self-administered web-based and paper and pencil questionnaires, as well as local, nation-wide, or world-wide focus groups; world-wide computer-assisted telephone interviewing (CATI); nation-wide in-person interviewing protocols; and pretesting protocols including those requiring cognitive pretesting. This can include the analyses and reporting of existing and/or new data and/or survey methodologies.

4.5 Assist in the design and development of final products including tabulation of responses, briefings, management (executive) reports, overview reports, and research/survey notes.

4.6 Assist with preliminary and complex analyses of data including univariate and multivariate statistical analyses (e.g., logistic regression, path analysis), and structural equation modeling (SEM) using SAS and other statistical analysis package skills.

4.7 Assist in designing content for focus groups, conducting focus groups, and conducting analysis of focus group sessions by identifying major themes and ideas conveyed across the sessions. For each theme, include supporting comments from the focus group participants.

4.8 Assist with quick turn ad hoc analyses and requests for information regarding OPA research findings form OPA customers. This may include, but is not limited to, conducting a content analysis of openended comments at the end of surveys; follow-on analysis of data by demographic groups of interest; and logistical regression analysis.

4.9 In support of OPA’s statistical group, provide expert advice and programming for performing analyses, technical notes or memorandum documenting the statistical issues considered, and recommendations made. Such reports are to be complete with equations, citations, results of analyses performed, and copies of analysis statements prepared for execution in SAS, SUDAAN, or other government approved software packages.

4.10 In support OPA’s data science group, provide expert advice (e.g., analysis of alternatives, etc.), project documentation and programming (i.e., documented with R markdown and Python Notebook or similar platforms) on diverse data science projects including data wrangling (e.g., extract, transform, and load operations and data quality control), statistical and mathematical algorithm deployment (e.g., machine learning and optimization on structured and unstructured data), document algorithm performance (e.g., hold out sample validation), using R, Python, and big data analysis platforms on both single and multiple node platforms. Provide transparency with organized, commented code, complete documentation and/or training on any scripts, methods, and processes.

4.11 Support the pre-coordination, review and approval of Internal and Public-information collections involving surveys, focus groups, and interviews in compliance with DoD instructions, and directives (e.g., DoDI 1100.13; DoDI 8910.01; DoDI 3216.02) on use of surveys for data collection, use of survey data for secondary analyses, and use of human subjects in research.

4.12 Attend conferences and meet with federal, state, and local officials as well as members of the public and constituent groups in order to remain current with best practices relative to government and industry surveys.

4.13 Update and document procedures for automating survey operations including questionnaire development, briefing/trend charts, and analyses. Provide internal training for any new processes.

4.14 Develop coding schemes. Validate and document survey findings in tabulation volumes, trend reports and briefings, and management reports. Document datasets in codebooks.

See http://www.dtic.mil/dtic/tr/fulltext/u2/a476557.pdf, http://www.dtic.mil/docs/citations/ADA514130 for examples of codebooks.

4.15 Conduct quality assurance tasks related to survey operations. Quality assurance checks and data validation should include dataset/product/deliverable quality checks, inter-rater reliability for qualitative data, and frequency runs to verify sample and population characteristics.

4.16 Develop and maintain a system for the tracking of both internal and external H&R/R&R milestones.

4.17 Distribute datasets in response to requests for current and historical data in compliance with Freedom of Information Act requirements, Privacy Advisory or Privacy Act statements, and consistent with OPA procedures to ensure integrity and security of data.

4.18 Provide project management capabilities including scheduling and attending meetings

(e.g., Inter-Service Survey Coordinating Committee-ISSCC), developing agendas, documenting meeting minutes, and coordinating survey review packages.

4.19 Coordinate the completion and dissemination of research results within OPA and to external clients through Web publication and email notification.

4.20 Track the details of all OPA data requests.

4.21 Provide technical support and maintenance for OPA in-house survey tools (or comparable contractor tools). OPA currently uses Survey Reporting Tool (SRT), Sampling Tool, and Statistical Analysis Macros (SAM).

4.22 Be proficient in the use of Microsoft Office ® software applications (Excel, Access, Word, Outlook, and Project) and SharePoint®. Contractor personnel shall possess strong writing and analytic skills.

4.23 Provide Monthly Progress Reports to the COR that address the extent to which any problems or circumstances will cause conflicts with program schedules. Present and discuss the report in quarterly Senior Management Reviews (SMRs). Reports and discussions shall include (1) summary of activities, actions, and progress for the prior quarter; (2) status of each deliverable; (3) financial review for billing purposes, (4) pending issues; (5) analysis of any potential problems, risks/challenges, and risk mitigation plan; and (6) summary of projected activities for the next period. Submit minutes of the SMR to the COR within 5 days following each meeting.

4.24 Apply all applicable professional styles and standards of Offices of the Secretary of

Defense and USD (P&R), and OPA to technical documentation and research/survey notes produced for evaluations, studies, and analyses, as well as memos, information papers, and briefings related to DoD personnel policies and programs. All editing shall be done according to the publication manual of OPA, “Guidelines for Preparing and Submitting Technical Documentation for Publication.” In addition, technical editing by the contractor must be consistent with the latest edition of the Publication Manual of the American Psychological Association (APA). The writing style of deliverables should be appropriate for submission to peer-reviewed journals of the APA and similar professional organizations. Maintain OPA Word and PowerPoint templates and maintain the OPA report tracking system.

4.25 Appoint a Project Manager. The Project Manager shall be the Contractor's primary point of contact for the government on all areas of performance under this requirement.

4.26 Participate in a Post-Award Conference. This meeting provides an introduction between the Contractor personnel and Government personnel who will be involved with the contract and will aid both parties in achieving a clear and mutual understanding of all requirements and identify and resolve any potential issues. However, this meeting is not a substitute for the contractor fully understanding the work requirements at the time offers are submitted, nor is it to be used to alter the final agreement arrived at in any negotiations leading to contract award. The Contractor shall be prepared to discuss any items requiring clarification and gather information as necessary to support each deliverable and shall submit a written summary of the Post-Award Conference to the

COR.

4.27 Prepare a project management and staffing plan that describes the approach for meeting personnel requirements in this PWS and provides corporate resources necessary to ensure and maintain service quality levels, staffing levels, training, and risk management. The proposal shall describe the plan for providing complete program management support that will fully integrate, manage, control, and document all phases of the contract requirements. Initial project management and staffing plan is due with proposal and final project management and staffing plan is due after receipt of contract award within 10 workdays of Government comments.

4.28 Contractor Manpower Reporting

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

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

http://www.ecmra.mil/

5.0 DELIVERABLES

The specific deliverables will vary given the specific task order. Following is a listing of the types of work products/deliverables that the Contractor may be required to provide in performance of the PWS under resulting task orders: Task Order Project Plan, develop and maintain a system for the tracking of both internal and external H&R/R&R milestones, monthly progress reports, quarterly Senior Management Review (SMR) report, SMR minutes, Post-Award Conference, Post-Award Conference Written summary, Contractor Manpower Reporting, Quality Control Plan (Final), demonstration of capability to take over functions of SRT, Sampling Tool, and SAM2, and demonstration of capability to use SURVANT. One or several may be required under any given task order.

All deliverables and reports shall be submitted to the Contracting Officer’s Representative (COR) and with a courtesy copy to the Contracting Officer (CO) and

Project Manager (PM) via e-mail. Deliverables are due the next Government workday if the due date falls on a holiday or weekend. The contractor shall submit the deliverables listed in the following table:

TASK ORDER

DELIVERABL

E/ CONTRACT

DELIVERABL

E/

MILESTONE

MILESTONE/DELIVERABL

E

PWS REFERENCE PLANNED /COMPLETION

DATE

Task Order Deliverable

Project Plan

Task Order Deliverable

Briefings, infographics, technical reports, information papers, management and overview reports, papers for presentation, user manuals, survey documentation and coding schemes and codebooks

4.2 and 4.14 To be determined with each task order

Task Order Deliverable

Survey studies using self-administered web-based and paper and pencil questionnaires/interview

4.4 To be determined with each

task order.

Task Order Deliverable

Briefings, management (executive) reports, overview reports, tabulations of responses and survey notes

4.5 To be determined with each

task order.

Task Order Deliverable

Preliminary and complex analyses of data including univariate and multivariate statistical analyses

4.6 To be determined with each

task order.

Task Order Deliverable

Designing content for focus groups, conducting focus groups, and conducting analysis of focus group sessions

4.7 To be determined with each

task order.

Task Order Deliverable

Ad Hoc analyses and requests 4.8 To be determined with each task order.

Task Order Deliverable

Consultation and programming for performing analyses, technical notes or memorandum documenting the statistical issues and recommendations

4.9 To be determined with each

task order.

TASK ORDER

DELIVERABL

E/ CONTRACT

DELIVERABL

E/

MILESTONE

MILESTONE/DELIVERABL

E

PWS REFERENCE PLANNED /COMPLETION

DATE

Task Order Deliverable

Data science group, consultation (e.g., analysis of alternatives, etc.) and programming and algorithm documentation

4.10 To be determined with each

task order.

Task Order Deliverable

Update and document procedures for automating survey operations, questionnaire development, briefing/trend charts, and analyses. Provide internal training for any new processes.

4.13 To be determined with each

task order.

Task Order Deliverable

Develop coding schemes.

Validate and document survey findings in tabulation volumes.

4.14 To be determined with each

task order.

Task Order Deliverable

Develop and maintain a system for the tracking of both internal and external H&R/R&R milestones.

4.16 To be determined with each

task order.

Task Order Deliverable

Develop agendas and meeting minutes

4.18 To be determined with each

task order.

Contract Deliverable

Monthly Progress Reports 4.23 Delivered Monthly (by the10th calendar day of the next month)

Contract Deliverable

Post-Award Conference and written summary

4.26 After contract award

Contract Deliverable

Project Management and Staffing Plan

4.27 Draft due with proposal and

final due after award within 10 workdays of Government comments

Contract/Task Order Deliverable

Contractor Manpower Reporting

4.28 Reported no later than October

31 of each calendar year.

Contract Deliverable

Quality Control Plan 6.0 Draft at time of proposal submission and Final within 30 calendar days of contract award.

Contract Deliverable

Transition Plan 15.0 At time of proposal submission

6.0 QUALITY CONTROL

The contractor shall implement and maintain a Quality Control Plan (QCP) to ensure work performed conforms to the scope of work and meets the requirements under this PWS. The QCP shall, at a minimum provide a method for performing inspections;

identifying, correcting and preventing problems and defective services; addressing customer complaints, and improving the quality of services over the life of the contract.

A draft Quality Control Plan shall be submitted with the proposal submission for evaluation purposes. The final QCP shall be delivered 30 days after award.

7.0 QUALITY ASSURANCE

7.1 The Government reserves the right to perform inspections and surveillance to evaluate the Contractor’s compliance to the contract terms and performance of the requirements in the PWS. The Government will make every effort to ensure that the surveillance methods described below are conducted in an objective, fair, and consistent manner.

7.1.1 Periodic Surveillance. This action occurs when the COR or other Government official observes a deficiency. Examples include evidence from errors, incidents, or delays.

Regardless of where in the line-of-duty the COR observes contractual procedures not being followed, he/she has an obligation to document and report the deficiency to the Contracting Officer.

By monitoring the Contractor, the COR will determine whether the performance levels set forth in the order have been attained. Performance standards are specified in the following Performance Requirements Summary Matrix found below in the Standard and Acceptable Quality Level columns. The Government will use a Quality Assurance Surveillance Plan to oversee performance of work tasks and document performance issues.

PERFORMANCE REQUIREMENTS SUMMARY MATRIX

NUMBER REQUIRED

SERVICES

(TASKS)

PERFORMANCE

STANDARD

ACCEPTABLE LEVEL

1 Task Order Deliverables

Deliverables submitted by the due date with no errors. Refer to deliverables in section 5.0 of the

PWS.

Not more than two deliverables can be submitted to the COR later than required submission date; deliverables shall require minimal editing

2 Contract Deliverables

Deliverables submitted by the due date with no errors. Refer to deliverables in section 5.0 and 4.1-

4.27 of the PWS.

Not more than two deliverables can be submitted to the COR later than required submission date or with errors

3 Monthly Progress Report

Reports completed by the 10th day of the following month with no errors

Not more than two failures to comply per year.

4 Analytical Support

Analytical support staff provides a wide variety of services including research, survey, consultation, and work requests such as enhancements. Measure the satisfaction levels relating to the support provided by the analytical areas.

All support needs are fulfilled on time and within budget. All deliverables including procedural documentation, user’s guides, procedures, and other such documents shall be accurate and require minimal editing.

5 Technical Needs Shows understanding of requirements and is efficient and effective in meeting requirements.

Meets technical needs and mission requirements. Offers quality services/products

Contractor submitted reports and data shall be accurate;

products shall require minimal editing.

Project Milestones and Schedule

Project deliverables are delivered within project milestones and with no errors.

Contractor shall adhere to task order deliverable schedules with no more than two late reports per year.

Cost Control

Contractor stays within project budget and maintains program budget limitations and burn rate.

Task order expense shall be within awarded task order amounts, monthly status reports shall contain an accurate reflection of all expenses to date and all invoices shall be accurate and contain required supporting documentation. No more than one error per quarter and any issues are remedied within seven calendar days of identification of issue.

7.1.2 Customer Complaint Surveillance. This action is instituted when the COR receives a complaint from a stakeholder regarding contractor service. The COR will obtain the complaint in writing and then conduct an investigation to determine its validity. If the complaint is deemed valid, the COR will immediately notify the Contracting Officer for action. The COR will notify both the Contract Manager and the complainant of the Government’s response to their complaint.

7.1.3 Contract Discrepancy Report (CDR) (Technical Exhibit 2). In the event of contractor’s unsatisfactory performance, the COR will issue a CDR that will explain the circumstances and findings concerning the incomplete or unsatisfactory service. The contractor shall acknowledge receipt of the CDR and respond in writing as to how he/she shall correct the unacceptable performance and avoid a recurrence. The Government will review the Contractor's corrective action response to determine acceptability and will use any completed CDR as part of an overall evaluation of contractor performance when determining present or future contractual actions.

8.0 Non-Personal Services Statement:

The Client has determined that use of the GSA contracts to satisfy this requirement is in the best interest of the Government, economic and other factors considered, and this task order is not being used to procure personal services prohibited by the FAR Part 37.104 titled “Personal Services Contract”.

9.0 Documentation Submission:

The ITSS will be used in the administration of this task order. This web-based system (http://it- solutions.gsa.gov) shall be used by the contractor for monthly status reports, including invoices, financials, and narratives. These monthly reports must be submitted to the Client Representative via ITSS no later than the 10th workday of every month. The Client Representative will review these reports and shall accept or reject Contractor services or deliverables via ITSS, which is the basis for payment to the contractor (invoices will not be paid without an acceptance in ITSS). Pursuant to FAR 52.232-1, Payments, submission of Proof of Delivery at time of invoice to GSA will expedite processing for payment. The Contractor shall submit invoices for client review and acceptance electronically via GSA's IT-Solutions Shop (ITSS) at http://it-solutions.gsa.gov as well as a copy to GSA Finance Division. The contractor can submit invoices to GSA Finance Division electronically at http://www.finance.gsa. The MSRs shall be upload into ITSS as an attachment with the invoice submission.

Invoices shall include the COI number and the Accounting Control Transaction (ACT) number listed for proper identification. Failure to include this information may result in invoice rejection. The contractor shall be required to resubmit rejected invoices, which may cause a delay in processing payments. The responsible contractor shall submit all invoices to GSA Finance Division and ITSS for review before a payment can be approved by the responsible Government agent. Failure to comply with these requirements will deem the Invoice invalid and the invoice will be rejected. Any submitted invoice(s) must match the information currently found within the Central Contractor Registration (CCR). Contractors are encouraged to verify their current registration information at www.ccr.gov prior to preparing and submitting invoices to avoid unnecessary invoice processing delays or invoice rejects.

10.0 Intellectual Property: This task order is funded by the United States Government. All intellectual property generated and/or delivered pursuant to this PWS shall be subject to appropriate federal acquisition regulations which entitle the Government to unlimited license rights in technical data and computer software developed exclusively with Government funds, a nonexclusive "paid-up" license to practice any patentable invention or discovery made during the performance of this task order, and a "paid-up" nonexclusive and irrevocable worldwide license to reproduce all works (including technical and scientific articles) produced during this task order. All products delivered under this performance work statement shall conform to current DoD standards and guidelines.

11.0 508 COMPLIANCE

Any/all electronic and information technology (EIT) procured through this effort must meet the applicable accessibility standards at 36 CFR 1194. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended, and is viewable at http://www.section508.gov. The standards apply to the following:

(1) Software Applications and Operating Systems

(2) Web-based Information or Applications

(3) Telecommunication Products

(4) Video and Multimedia Products

(5) Self- Contained, Closed Products (e.g., Information Kiosks, Calculators, and Fax

Machines)

(6) Desktop and Portable Computers

12.0 SECURITY CLASSIFICATION

12.1 Comply with DoD Directive 8500.1 Information Assurance (IA), DoD Instruction 8500.2

Information Assurance (IA) Implementation, DoD Directive 5400.11 DoD Privacy Program, DoD 6025.18-R DoD Health Information Privacy Regulation, DoD 5200.2-R Personnel Security Program, and Homeland Security Presidential Directive (HSPD) 12 for all contractor personnel with access to or responsibility for nonpublic Government data.

12.2 Establish appropriate administrative, technical, and physical safeguards to protect any and all nonpublic Government data to ensure the confidentiality, integrity, and availability of government data.

12.3 Contractor personnel with access to or responsibility for nonpublic Government data under this contract must comply with HSPD-12 Personal Identity Verification (PIV) issuance requirements, known as the Common Access Card (CAC) for OPA and must:

12.3.1 Be CAC or PIV ready prior to reporting for work. At minimum all contractor personnel must obtain/maintain a favorable FBI National Criminal History Check (fingerprint check), identification to prove identity and employment authorization (I-9 document), and submit a National Agency Check and Law Credit (NACLAC) vetting package for processing. Obtaining CAC or PIV ready status is the responsibility of the contractor. It is the responsibility of the contractor to notify OPA when this is complete.

12.3.2 Be citizens of the United States.

12.4 If at any time, any Contractor person requiring a CAC is unable to obtain/maintain an adjudicated NACLAC, the Contractor shall immediately notify the OPA Information Systems Security Group (DISSG) remove such person from work under this contract.

12.5 The Contractor shall report immediately to the OPA CIO / Privacy Office and secondly to the COR discovery of any privacy breach.

13.0 GOVERNMENT FURNISHED EQUIPMENT OR INFORMATION

Ten workstations are currently available for contract performers at the Mark Center in

Alexandria, Virginia. These workstations can be shared amongst contractor personnel, for a total capacity of 20 contractor personnel. For example, current contractors alternate telework and days in the office. Computer equipment and software will be provided for on-site use by contractor employees.

14.0 TRAVEL

Contractor costs for Government authorized travel are included in this contract. All travel shall be in accordance with joint travel regulations (JTR). Contractor payment claims shall include applicable documentation to support actual costs incurred (e.g.

airfare and hotel/lodging receipts) as well as any receipts valued at or above $75.00.

Failure to provide appropriate documentation may result in loss of reimbursement of travel expenses. Specific travel requirements will be determined at the task order level. A small amount of travel is anticipated; however, destinations may include both CONUS and OCONUS locations. Contractor must submit travel requests for government/COR at least 5 business days approval prior to travel.

15.0 TRANSITION PLAN

Provide Transition of Contract Services - The contractor shall provide a plan for transition in and out services to ensure minimum disruption to vital Government business. This plan shall address how the Contractor will work with the incumbent and Government personnel to ensure that there will be no service degradation during and after the transition-in changeover (initial thirty (30) day period after date of contract award) and during the transition-out changeover (ninety (90) day period prior to date of contract expiration). During transition-out (1) demonstrate OPA software tools or similar contractor-provided tools and provide instruction on maintenance, operation, and training for the Survey Reporting Tool (SRT), Sampling Tool, SURVANT, and Statistical Analysis Macros (SAM) or similar contractor provided tools.

16.0 PERSONNEL REQUIREMENTS

The following are the minimum personnel requirements for Project Manager and Analyst positions:

LABOR CATEGORIES REQUIRED DEGREE

EXPERIENCE

Project Manager

(PM)

degree

The Government does not intend to dictate the composition of the ideal team to perform this contract. Therefore, the Government encourages and will evaluate Personnel as proposed by the offeror. The overall contract requires a Project Manager be available throughout the order to assume responsibility for overall contract performance, individual project performance, and deliverables, communication between the contractor and the Government as well as all subcontractors that are part of the contractor’s team supporting the Government.

16.1 APPLICABLE DOCUMENTS

DoD Directive 8500.1 Information Assurance (IA) http://www.dtic.mil/whs/directives/corres/pdf/850001_2014.pdf DoD Instruction 8500.2 Information Assurance (IA) Implementation http://www.cac.mil/docs/DoDD-8500.2.pdf DoD Directive 5400.11-R DoD Privacy Program http://www.dtic.mil/whs/directives/corres/pdf/540011r.pdf

DoD 6025.18-R DoD Health Information Privacy Regulation http://www.dtic.mil/whs/directives/corres/pdf/602518r.pdf

DoD 5200.2-R Personnel Security Program http://www.dtic.mil/whs/directives/corres/pdf/520002r.pdf

Homeland Security Presidential Directive (HSPD) 12 http://www.dhs.gov/homeland-security-presidential-directive-12

Protection of Human Subjects and Adherence to Ethical Standards in DOD-Supported Research DOD 3216.02, 32 CFR 219 http://www.dtic.mil/whs/directives/corres/pdf/321602p.pdf

DoD Instruction 1100.13, Surveys of DoD Personnel http://www.dtic.mil/whs/directives/corres/pdf/110013p.pdf

DoD Instruction 8910.01 Information Collection and Reporting http://www.dtic.mil/whs/directives/corres/pdf/891001p.pdf

DoD Manual 8910.01, volume 1 Procedures for DoD Internal Information Collections http://www.dtic.mil/whs/directives/corres/pdf/891001m_vol1.pdf

DoD Manual 8910.01, volume 2 Procedures for DoD Public Information Collections http://www.dtic.mil/whs/directives/corres/pdf/891001m_vol2.pdf

Publication Manual of the American Psychological Association, Sixth Edition http://www.apastyle.org/

TECHNICAL EXHIBIT 1

Anticipated H&R/R&R Survey Schedule for 2019 - 2022

Survey Name Frequency Data Collection

● Active Duty SOFS (SOFA) 1 per year September

● Reserve SOFS (SOFR) 1 per year June

● Reserve Component Gender Relations Every 2 years 2019-usually July

(WGRR)

● Active Duty Gender Relations (WGRA) Every 2 years 2020-usually July

● Reserve Equal Opportunity (WEOR) Every 4 years 2019- November

● Active Duty Equal Opportunity (WEOA) Every 4 years 2021- November

● Service Academy Focus Groups(SAGR) Every 2 years 2019 March/April

● Service Academy Survey (SAGR) Every 2 years 2020 March/April

● Living Patterns (LPS) Every 3 years April 2020

● Active Duty Spouses (ADSS) Every 2 years 2019

● Reserve Spouses (RCSS) Every 2 years 2020

TECHNICAL EXHIBIT 2

CONTRACT DISCREPANCY REPORT (CDR)

1. Contract Number: <insert number>

2. TO: (Contractor’s Manager or on-site representative) <insert name>

3. FROM: (Name of COR) <insert name>

4. Date and time observed discrepancy:

5. DISCREPANCY OR PROBLEM:

<Describe in detail. Identify any attachments.>

5. Corrective action plan:

A written corrective action plan < is / is not > required.

< If a written corrective action plan is required include the following. > The written Corrective Action Plan will be provided to the undersigned not later than < # days after receipt of this

CDR. >

Prepared by: <Enter COR’s name>

Signature – Contracting Officer’s Representative Date

Received by:

Signature – Contractor’s Manager or on-site representative Date