J-9 Key_Personnel_Requirements.docx

Attachment J-9 — Key Personnel Requirements and Descriptions

ATTACHMENT J-9

KEY PERSONNEL REQUIREMENTS AND DESCRIPTIONS

J-9.1 Purpose and Framework The Government has identified a limited number of Key Personnel positions whose experience, judgment, and availability are essential to successful performance under the Partnership Intermediary Agreement (PIA). These individuals represent material performance risk due to their leadership, integration, and external-facing responsibilities.

Key Personnel are portfolio-level roles supporting the PIA as a whole and may provide fractional support across multiple Government-approved Collaborative Project Orders (CPOs). Key Personnel are not assigned on a one-for-one basis to individual CPOs and shall not be proposed as standing, dedicated full-time positions absent clear justification.

All other staffing roles—including functional leads, project staff, consultants, and subject matter experts (SMEs)—are non-key and may be scaled, substituted, or surged only as necessary to perform Government-approved tasking and within approved cost, scope, and level-of-effort constraints.

J-9.2 Required Key Personnel Positions Only the positions identified below are designated as Key Personnel.

1. Program Director / Principal (Key Personnel) Provides overall leadership and accountability for performance under the PIA and serves as the primary senior interface with the Government.

Minimum Qualifications: Shall possess demonstrated leadership experience managing programs or agreements of a scope and complexity similar to this PIA.

2. Technology Transition & Partnership Integration Lead (Key Personnel) Serves as the principal intermediary for technology transition, technology transfer enablement, and partnership integration activities under the PIA.

Minimum Qualifications: Shall possess demonstrated experience in technology transfer, technology transition, or establishing partnerships between government, academia, and industry.

3. Deputy Program Director or Operations Lead (Key Personnel — Optional) May be proposed when scope, complexity, number of active CPOs, or reporting requirements warrant dedicated operational coordination.

Minimum Qualifications: Shall possess demonstrated experience in program management, operations, or contract administration on efforts of a scope and complexity similar to this PIA.

J-9.3 Substitution and Continuity Substitution, removal, or material diversion of any Key Personnel requires prior written approval of the Contracting Officer. Proposed substitutions shall demonstrate substantially equivalent or greater qualifications and experience.

J-9.4 Non-Key Personnel, SMEs, and Surge Support SMEs and consultants may be used to provide specialized, surge, or short-duration support. Such personnel are not Key Personnel and shall not perform primary leadership or continuous Government-interface roles.

J-9.5 CPO-Specific Staffing Clarification The PIA establishes a framework for collaboration. All work is authorized and scoped exclusively through Government-approved CPOs. Staffing models shall not assume continuous or guaranteed work across option years or CPOs.

Partnership Intermediary Agreement (PIA) Solicitation