J - Attach 10 - Sample Task Order - IDIQ Evaluation Only.pdf

SBU - CONTRACTING AND ACQUISITIONS

Bureau of African Affairs/ Office of Regional Peace and Security (AF/RPS)

And Bureau of Political and Military Affairs/

Office of Global Programs and Initiatives (PM/GPI)

GLOBAL ADVISORY

Sample Task Order Request for Proposal

Coastal Horn of Africa and Balkans Countries Professional Advisory Services

(Note: This is a hypothetical Sample Task Order is for use by Offerors in creating a realistic technical response for the functional areas of the Global Advisory IDIQ scope (see RFP Section

C, SOW). The included fictional scenario and location are only intended to provide realism.

No U.S. Embassies or foreign governments should be contacted.)

Global Advisory IDIQ – Sample Task Order

Table of Contents

1. PROGRAM OFFICE(S) AND BACKGROUND:

2. TASK ORDER PURPOSE AND OBJECTIVES:

3. SCOPE OF WORK/REQUIRED TASKS (all advisors):

4. SCOPE OF WORK/REQUIRED TASKS (advisor specific):

5. PLACE OF PERFORMANCE:

6. PERIOD OF PERFORMANCE:

7. WORK ACCOMPLISHMENT:

8. KEY PERSONNEL POSITIONS:

9. SPECIAL KNOWLEDGE, EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

10. DELIVERABLES:

11. CONTRACTING OFFICER REPRESENTATIVE (COR):

12. GOVERNMENT MANAGER:

13. NON-PERSONAL SERVICES:

14. CONTRACTOR PERSONNEL ADMINISTRATION:

15. TASK ORDER MANAGEMENT:

16. SUBCONTRACT MANAGEMENT:

17. BUSINESS RELATIONS:

18. IDENTIFICATION OF CONTRACTOR EMPLOYEES:

19. QUALITY CONTROL PLAN:

20. QUALITY ASSURANCE:

21. ACCEPTANCE CRITERIA:

22. TIME OF PERFORMANCE:

23. ALTERNATE WORK SCHEDULES AND TELEWORKING:

24. SECURITY REQUIREMENTS:

25. PHYSICAL SECURITY:

26. POST AWARD CONFERENCE/PERIODIC PROGRESS MEETINGS:

27. DATA RIGHTS:

28. STANDARDS:

29. IDENTIFICATION OF NON-DISCLOSURE REQUIREMENTS:

30. INVOICING AND PAYMENT INSTRUCTIONS:

31. TRAVEL:

32. TRAINING:

APPENDIX A: Global Advisory Resume Templates - Task Order Level

1. PROGRAM OFFICE(S) AND BACKGROUND:

1.1. The Bureau of African Affairs, Office of Regional Peace, and Security (AF/RPS) is the funding office for this effort.

1.2. AF/RPS is partnering with the Bureau of Political-Military Affairs, Office of Global Programs and Initiatives (PM/GPI) and Office of Security Assistance (PM/SA) to advance U.S. foreign policy goals through a variety of programs and policies designed to bolster peace, security and regional stability throughout the world.

1.3. Program activities support a wide range of requirements including but not limited to border management and security, budgeting and strategic planning, cease-fire monitoring/verification processes, counter-insurgency, cybersecurity, doctrine development, etc.

1.4. Global Advisory is the given name of this multiple award Indefinite-Delivery/ Indefinite-Quantity (IDIQ) contract. Global Advisory is the successor to the Global Advisory and Support Services (GASS) IDIQ and AF Advisory IDIQ contracts.

1.5. This is a non-personal services task order to provide support services in the coastal East Africa and Balkans geographic regions. The Government shall not exercise any supervision or control over contractor personnel performing the services detailed in this statement of work (SOW). Such task order service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

2. TASK ORDER PURPOSE AND OBJECTIVES:

2.1. The purpose of this Sample Task Order is to provide all personnel, equipment, documentation, supplies, facilities, transportation, tools, materials, supervision, training, training-aids, security, overseas medical and evacuation services, and other items and non-personal services necessary to achieve the following objectives:

2.1.1. Objective 1 (Senior Logistics Advisor (Organizational Level): Throughout the period of performance (POP) of this Sample Task Order, the contractor shall provide the host nation the necessary logistics, maintenance and supply chain management advisory services required to support their national security strategy.

2.1.2. Objective 2 (Cybersecurity Advisor (Executive Level): Throughout the period of performance (POP) of this Sample Task Order, the contractor shall provide the host nation the necessary cybersecurity advisory services required to support their national security strategy.

3. SCOPE OF WORK/REQUIRED TASKS (all advisors):

3.1. Task A: Develop and Maintain the Capability Assessment

3.1.1. Within ninety (90) days of embedding within the host nation, the Logistics and

Cybersecurity Advisors, shall submit separate Initial Capability Assessments (ICA) utilizing the COR supplied template [to be provided at TO award]. The capability assessment will build off the previous years’ assessments.

3.1.2. The Contractor shall develop a capability assessment report that shall include short, mid, and long-term objectives and key performance indicators to measure effectiveness.

3.2. Task B: Develop and Maintain a Work Plan

3.2.1. The Logistics and Cybersecurity Advisors shall each develop a separate work plan, forecasting daily activities that address identified gaps. The work plan shall include breakdown of timelines, milestones, and training schedules.

3.2.2. The Work Plan shall prioritize and forecast weekly technical assistance activities that include a breakdown of timelines, milestones, and mentorship schedules.

3.2.3. All advisors shall coordinate with Partner Nation military personnel, the AF/RPS PSC PKO Program Manager and other AF/RPS and Bureau of Political-Military Affairs Office of Security Assistance (PM/SA) representatives, U.S. AFRICOM, U.S.

EUCOM, and other friendly donor nations when drafting and updating their work plans to ensure proposed activities do not conflict or overlap with other assistance efforts.

3.2.4. All advisors shall include in their work plans a component that identifies the incorporation of women into the training tasks, as appropriate for local culture and workforce.

3.2.5. All advisors shall participate in weekly meetings with the Office of Security Cooperation (OSC), at which time they shall provide updates on progress made toward implementing activities described in the work plan, discuss any necessary adjustments, and highlight upcoming activities.

3.2.6. At a minimum, each advisor shall update their work plan on a quarterly basis, as part of the quarterly reporting requirements described in Section 10 of this Sample Task Order.

4. SCOPE OF WORK/REQUIRED TASKS (advisor specific):

4.1. Senior Logistics Advisor (Organizational Level): In support of Objective 1 (paragraph 2.1.1.), the Senior Logistics Advisor shall:

4.1.1. Task A: Provide Advisory Services to the various Logistics, Maintenance, and Supply organizations throughout the place of performance identified in Section 5 of this Sample Task Order.

4.1.1.1. If/when the host nation decides on a specific course of action (COA), assist with writing and instituting the new system/COA.

4.1.1.2. The Contractor shall continue to maintain an up-to-date list of outstanding host nation requirements (ex: unit XYZ ran out of ammo).

4.1.1.3. The contractor shall provide technical advisory support on integrating improved logistics elements into the logistic enterprise.

4.1.1.4. The Contractor shall assist the host nation in developing standard operating procedures (SOPs) within the logistics units. At a minimum, these will describe detailed methods for improving current logistics and property management capabilities.

4.1.1.5. The contractor shall assess all data relating to equipment availability and make recommendations to improve operational readiness.

4.1.1.6. The contractor shall assist with incorporating sustainable improvements into existing training curriculum.

4.1.1.7. As appropriate, the Contractor will interface with other international advisors to stay current on needs, and de-conflict assistance.

4.1.1.8. The Contractor will serve as the Host Nation’s subject matter expert on the use and capabilities of forward support companies (logistics companies and maintenance companies).

4.1.1.9. The Contractor will provide daily support and mentoring to host nation staff on new processes and systems being implemented with an emphasis on transitioning advisory services to key host nation personnel. A cadre of personnel shall be identified and trained in this capacity over the life of the contract.

4.1.2. Task B: Provide Support to the Host Nation Logistics, Maintenance and Supply Depot.

4.1.2.1. The Contractor shall support the host nation conduct inventory management including receiving, inventorying, examining, deconsolidating (break-down), re-consolidating, and labeling equipment for designated equipment and materials.

4.1.2.2. The Contractor shall support the host nation improve and maintain the existing inventory management system. This system shall incorporate foreign assistance provided by international donors.

4.1.2.3. The Contractor shall support the host nation monitor and track all equipment and materials.

4.1.2.4. The Contractor shall support the host nation with a routine tracking and supply report on the status of all equipment, including required preventive and routine maintenance.

4.1.2.5. The Contractor shall support the development of a Shipping Report outlining the delivery location, the shipment number, product description and quantities of supplies being shipped, container sizes (20’/40’), number of containers in the shipment, estimated time of departure, estimated time of departure at Sea Port of Embarkation (SPOE), estimated time of arrival at Sea Port of Debarkation (SPOD), clearance documentation, and estimated date of delivery to the place of performance. This will be standardized across all branches of service.

4.1.2.6. The Contractor shall serve as an interface with all key stakeholders to ensure all equipment is properly inventoried and entered into the inventory management system.

4.1.2.7. The Contractor shall identify and mentor host nation personnel on Enterprise Resource Planning (ERP), US-original equipment, and related topics with an emphasis on transitioning advisory services. A cadre of personnel shall be identified and trained in this capacity over the life of the contract.

4.1.3. Task C: Provide Ongoing Monitoring

4.1.3.1. The Contractor shall conduct follow-up interviews with mentored staff to determine impact of assistance.

4.1.3.2. The Contractor shall begin monitoring and evaluation data collection for all indicators, as provided by Department of State Monitoring and Evaluation (M&E) team following award of the contract. Data collection shall be conducted on a regular and continuing basis from the time that each Performance Monitoring Framework is approved until the task order is completed. The frequency of data collection shall be defined per each indicator in the frameworks.

4.2. Cybersecurity Advisor (Executive Level): In support of Objective 2 (paragraph 2.1.2.), the Cybersecurity Advisor shall:

4.2.1. Task A: Provide cybersecurity advisory services to enhance security sector governance and build the institutional capacity of select U.S. partners at the service, ministerial and national levels throughout the place of performance identified in Section 5 of this Sample Task Order.

4.2.1.1. Provide policy guidance and advise to enable an increase in cyber capacity and effectiveness at mitigating and managing malicious cyber activity across institutions.

4.2.1.2. Provide specific assistance on agreed upon solutions to enhancing cyber governance standards, policies and protocols and increase the coordination on cyber roles and responsibilities.

4.2.1.3. Work with host nation clients to identify barriers to institutional change and make recommendations to overcome them.

4.2.1.4. Assist host nation develop more efficient and effective processes for cyber defense and overall cyber strategy.

4.2.1.5. Attend national-level and interagency meetings and planning sessions as requested (permitted) by the partner.

4.2.1.6. Meet at least monthly with senior representatives to discuss the project’s progress.

4.2.1.7. Collaborate with U.S. Embassy and other U.S. interagency subject matter experts to support the cybersecurity effort and ensure effective interagency coordination (within the U.S. Government and the host government) around cyber reforms.

4.2.1.8. Assess host nation cyber regulations, staff and current operating procedures, to identify strengths and gaps within existing cyber processes and develop approaches to optimize operations, policies and communication with cyber stakeholders.

4.2.2. Task B: Maintain Performance Monitoring Framework and support data collection activities.

4.2.2.1. Manage the development and maintenance of the Performance Monitoring Framework to include performance indicators and Department of State reporting requirements.

4.2.2.2. Work with State Department and host nation partners to determine project indicators, as well as the frequency of data collection and definition for each indicator in the corresponding framework.

4.2.2.3. Begin data collection for all M&E indicators, as determined by the COR after approval of the initial Work Plan.

4.2.2.4. Conduct data collection on a regular and continuing basis and report quarterly to the COR starting from the time that each Performance Monitoring Framework is approved until the task order is completed.

4.2.2.5. Enhance security sector governance and build the institutional capacity of select U.S. partners at the service, ministerial, and national levels

5. PLACE OF PERFORMANCE:

5.1. Senior Logistics Advisor (Organizational Level) – shall carry out all assigned tasks in the coastal East Africa geographic region.

5.2. Cybersecurity Advisor (Executive Level) – shall carry out all assigned tasks in the Balkans geographic region.

Note: This is a hypothetical Task Order for IDIQ evaluation purposes, no U.S. Embassies or foreign governments should be contacted.

6. PERIOD OF PERFORMANCE:

6.1. The period of performance for this Sample Task Order shall be a base period of twelve months.

7. WORK ACCOMPLISHMENT:

7.1. The contractor shall accomplish the assigned work by employing and utilizing qualified personnel with appropriate combinations of education, training, and experience. The contractor shall match personnel skills to the work/task outlined herein. The contractor shall ensure the labor categories, labor rates, and man-hours utilized in the performance of this Sample Task Order are adequate to accomplish the tasks outlined in the SOW. The Contractor shall provide the necessary resources and infrastructure to manage, perform, and administer this Sample Task Order.

8. KEY PERSONNEL POSITIONS:

8.1. To successfully achieve the purpose and objectives of this Sample Task Order, the Contractor shall assign the following personnel to this Sample Task Order:

Sample Task Order Labor Category # of Positions Hrs. Clearance Level

Senior Logistics Advisor (Organizational Level) 1 2265 Top Secret

Cybersecurity Advisor (Executive Level) 1 1880 Top Secret

8.2. The Contractor shall submit resumes for each of the Key Personnel Positions listed herein. Resume templates are provided in Appendix A of this Sample Task Order.

Resumes are restricted to three pages, all with 1” margins. Required Font: Calibri, size 10 (minimum)

8.3. These resumes are expected to be for real people however, a letter of commitment is NOT required. The intent here is for offerors to demonstrate the ability and understanding necessary to recruit and hire personnel at the task order level.

8.4. The Contractor shall make no substitutions of key personnel without prior notification to, and concurrence of, the COR during the POP. The Contractor shall make no substitutions of key personnel unless necessitated by illness, death, or termination of employment.

8.5. No later than 30 calendar days after task order award, the Contractor shall furnish to the COR proof of the candidate advisors’ medical clearance equivalent to Department of State Level 1 as determined by a licensed healthcare practitioner. The candidate shall undergo a medical assessment that examines their physical and mental fitness to perform the duties of a logistics advisor, including the ability to lift 50 pounds and work in sub-Saharan climates without climate control. If the candidate assessment results in failure, the contractor shall be responsible for providing a replacement at no additional cost to the U.S. government.

9. SPECIAL KNOWLEDGE, EXPERIENCE AND EDUCATIONAL REQUIREMENTS:

9.1. It is the contractor’s responsibility to ensure that all candidates filling advisory positions meet the minimum qualification requirements specified in this Sample Task Order.

9.2. Contractors are prohibited from pursuing Government funding for training that would make a(n) unqualified candidate(s) eligible for consideration.

9.3. Senior Logistics Advisor (Organizational Level)

9.3.1. Education: Bachelor’s Degree with a concentration in logistics and supply chain management, research & evaluation, and/or other related fields.

9.3.2. Experience and Qualifications:

9.3.2.1. Three years working in a sub-Saharan Africa partner nation as a logistics advisor to partner nation militaries.

9.3.2.2. Five years’ hands-on experience working in a U.S. military logistics career field at the Battalion (S-4) section or equivalent level, with at least two years working at the Brigade or equivalent Staff level.

9.3.2.3. Four years’ experience with supply sourcing systems and military resourcing systems.

9.3.2.4. Demonstrated adherence to quality standards and reviews program deliverables.

9.3.2.5. Demonstrated research, analytical, and problem-solving capabilities.

9.3.2.6. Demonstrated ability to successfully work with customers/clients, including the ability to respond to cost and technical tasks, monitor contract and task order performance, and apply required course corrections.

9.3.2.7. Demonstrated proficiency with Microsoft Office software to include Word, Power Point, Teams, Excel (advanced) and SharePoint. List examples showing advanced skills, e.g., presentation development, written policies/procedures, formulas/functions, data visualization, pivot tables, macros, or VBA language. Provision of Certification in MS Office through industry recognized provider (e.g., Certiport, Coursera, etc.) is required.

9.3.2.8. Demonstrated fluency (spoken and written) in English language, when such is not the native language, including experience summarizing complex technical and programmatic issues in a concise manner for the U.S. government. Provision of Certification in English language through industry recognized provider (e.g., Test of English as a Foreign Language (TOEFL), International English Language Testing System (IELTS), etc.) is required.

9.4. Cybersecurity Advisor (Executive Level)

9.4.1. Education: Bachelor’s Degree with a concentration in computer science, cybersecurity, cyber operations, information management, information systems security, and/or other related fields.

9.4.2. Experience and Qualifications:

9.4.2.1. Ten years’ experience (or eight years and a master’s degree) in the U.S.

military (O-5 or higher) and/or civilian equivalent (FS-02/GS-14 or industry equivalent) working in cybersecurity at the national level or large organizational level.

9.4.2.2. Experience working for the U.S. Department of Defense’s Joint Chief of Staff (JCS) or other large enterprise-wide entity at the Department of Defense, Department of State, Department of Homeland Security, or other large U.S. government agency.

9.4.2.3. Experience as the director or program manager for one or more projects implementing cybersecurity capacity building initiatives.

9.4.2.4. Experience developing and communicating cybersecurity policies, strategies, organizational structures, technical concepts and procedures at the military service staff level, joint staff level or equivalent organizational level.

9.4.2.5. Experience working with senior foreign military officials and/or senior foreign government officials.

9.4.2.6. Demonstrated understanding of cybersecurity challenges in emerging markets and teaching/coaching/mentoring professionals on fragile states and transitioning topics.

9.4.2.7. Demonstrated proficiency in qualitative/quantitative research methods, problem solving, adherence to quality standards and program deliverables.

9.4.2.8. Demonstrated ability to successfully manage multiple contracts/task orders, coordinate activities in multiple locations and work well with customer/clients in a multi-cultural environment.

9.4.2.9. Possess one or more of the following certifications:

9.4.2.9.1. Certified Information Systems Security Professional (CISSP)

9.4.2.9.2. NIST Cyber Security Professional (NCSP)

9.4.2.9.3. Certified Information Systems Auditor (CASP)

9.4.2.9.4. Certified Chief Information Security Officer (CCISO)

9.4.2.10. Demonstrated fluency (spoken and written) in English language, when such is not the native language, including experience summarizing complex technical and programmatic issues in a concise manner for the U.S. government. Provision of Certification in English language through industry recognized provider (e.g., Test of English as a Foreign Language (TOEFL), International English Language Testing System (IELTS), etc.) is required.

10. DELIVERABLES:

10.1. The Contractor and Advisor(s) shall provide deliverables via email and in accordance with the submission guidance provided by the COR following the Deliverable(s) Schedule, paragraph 9.5. below.

10.2. Additional details for each deliverable are referenced by paragraph in the Deliverable Schedule.

10.3. All deliverables to the U.S. government shall be in English.

10.4. The Contractor shall send deliverables to the following as indicated in the “Addressee(s)” column in the Deliverable(s) Schedule, paragraph 9.5. below:

10.4.1. Contracting Officer (CO)

10.4.2. Contracting Officer Representative (COR)

10.4.3. Alternate Contracting Officer Representative (ACOR)

10.4.4. Government Technical Monitor (GTM) (as applicable)

10.4.5. Bureau of African Affairs/Office of Peace and Security (AF/RPS)

10.4.6. Bureau of Political-Military Affairs/Global Programs and Initiatives (PM/GPI)

10.4.7. Bureau of Political-Military Affairs/Office of Security Assistance (PM/SA)

10.4.8. Offices of Security Cooperation (OSCs)/Embassy Political Section in (country list)

10.4.9. Property Management Specialist (PMS)

10.5. Deliverable(s) Schedule:

PARAGRAPH DELIVERABLE FREQUENCY ADDRESSEE(S)

9.6. Mobilization Plan Five days following award CO, COR, ACOR, GTM, OSC, AF/RPS, PM/GPI, PM/SA

9.7. Monthly Progress

Report

Shall be submitted on or before the 15th day of each month following the first complete calendar month of the task order

CO, COR, ACOR,

AF/RPS, PM/GPI,

PM/SA

9.8. Initial Capability

Assessments (ICAs) and Work Plans

Submit no later than 90 days after personnel arrive in partner nation

The contractor shall provide updates as an attachment to each Quarterly Progress Report (see item #4 below)

CO, COR, ACOR,

PM/SA, U.S.

Embassy

9.9. Situational Reports

(SITREPs) and Calls

SITREPs shall be submitted no later than 9:00 a.m. EST/DST on the 1st and 15th of every month, starting from award date (COR may increase SITREP frequency as needed)

The Contractor shall complete the SITREP Template provided by the COR at the time of award

The COR shall schedule a call to discuss each SITREP after receipt

CO, COR, AF/RPS,

PM/GPI, PM/SA,

U.S. Embassy

9.10. Quarterly Progress

Reports and Calls

Submit every fiscal quarter, per the following schedule:

Q1: (Oct 1-Dec 31) - Due: Jan 30 Q2: (Jan 1-Mar 31) - Due: Apr 30 Q3: (Apr 1-Jun30) - Due: Jul 30 Q4: (Jul1-Sep 30) - Due: Oct 30

The Contractor shall complete the Quarterly Report Template provided by the COR at the time of award.

The COR will schedule a call to discuss each quarterly report with the Contractor after receipt.

CO, COR, ACOR,

GTM, OSC,

AF/RPS, PM/GPI,

PM/SA

9.11. Quarterly

Government Furnished Property Report (Delete if no

Every fiscal year quarter, per the following schedule, and upon request:

CO, COR, ACOR,

PMS, GTM,

PM/SA, OSC

GFP Provided or planned to be acquired during task order)

Q1: (Oct 1-Dec 31) - Due: Jan 15 Q2: (Jan 1-Mar 31) - Due: Apr 30 Q3: (Apr 1-Jun30) - Due: Jul 15 Q4: (Jul1-Sep 30) - Due: Oct 8

9.12. Incident Reports Within 24 hours of any incident CO, COR, ACOR, GTM, AF/RPS, PM/GPI, PM/SA, OSC

9.13. Oral Briefings As directed by the U.S. Embassy, typically once weekly

POL, DAO, OSC

9.14. After Action Reports

(AAR) and Exit Interview (EI)

AARs shall be submitted no later than seven days from the date of activity/TDY completion.

A Final AAR shall be submitted within 30 days prior to the end of the period of performance.

The Exit Interview shall be conducted within seven days of receipt of the Final AAR.

The Contractor shall complete the AAR template provided by the COR at the time of award.

COR, ACOR, GTM,

AF/RPS, PM/GPI,

PM/SA, OSC

9.15. Transition Plan Due 30 days after TO award, updated annually and at least two weeks prior to existing Advisor departure from partner nation

COR, ACOR,

AF/RPS, PM/GPI,

PM/SA, U.S.

Embassy

9.16. Call and Meeting

Notes

Within 24 hours of any call with the CO and COR, as well as any meeting with the U.S. Embassy

COR, ACOR,

AF/RPS, PM/GPI,

PM/SA

9.17. Input for

Congressional Reports

Annually - at the end of the fiscal year (30 September) Due by 5 October.

COR, ACOR,

AF/RPS, PM/GPI,

PM/SA, U.S.

Embassy

9.18. Demobilization Plan No later than 90 days prior to

expiration of the task order

COR, ACOR, GTM,

OSC

10.6. Mobilization Plan:

10.6.1. The mobilization plan shall detail the Contractor’s arrangements during the mobilization period immediately following award, contact details for all personnel involved in mobilization activities, and a schedule of planned travel (including a timeline for securing visas and other travel requirements), meetings, and reporting requirements as directed by the COR during the mobilization period.

10.7. Monthly Progress Report:

10.7.1. The Contractor shall furnish a combined monthly technical and financial progress report stating the activities and services furnished during the preceding month.

10.7.2. The report shall include difficulties encountered and remedial action taken during the preceding month, and anticipated activity during the subsequent month.

10.7.3. The report shall specify the task order technical and financial status for each of the following data points:

10.7.3.1. Cumulative labor hours expended, and dollar amounts expended, by labor category from the effective date of the task order through the last day of the current reporting month.

10.7.3.2. Labor hours expended and dollar amounts expended by labor category during the current reporting month.

10.7.3.3. Estimated labor hours and dollar amounts to be expended during the next reporting period.

10.7.3.4. Funding for the current option period and cumulative from the effective date of the task order.

10.7.3.5. Funding burn rate for the current task order performance period.

10.7.3.6. Personnel gains and losses.

10.7.3.7. Summary of trips taken (attach Trip Reports to the report). Security clearance, VAR, and badge status for each contractor personnel in the task order, to include badge number and expiration date.

10.7.3.8. Status of invoices for the task order, including outstanding invoices, errors and resolution.

10.7.3.9. Identify any remaining expired funds per task order period and CLIN.

10.7.3.10. As applicable, modification requests to update rates for FLSA positions due to changes to the Wage Determination.

10.8. Initial Capability Assessment(s) (ICAs) and Work Plan(s):

10.8.1. The Contractor shall work with the U.S. Embassy(ies), Partner Nation(s), and COR to prepare Initial Capabilities Assessments that identify Partner Nation baseline capabilities, gaps, and opportunities in the technical and thematic areas in which assistance will be provided.

10.8.2. The Contractor shall prepare one ICA per advisory position. Simultaneously, the Contractor shall prepare one Work Plan per advisory position that describes in detail how the advisor intends to address the specific gaps and opportunities identified in the ICA. The Contractor shall utilize the templates provided by the COR at the time of award.

10.9. Situation Reports (SITREPs) and Calls:

10.9.1. Beginning at task order award, the Contractor shall provide a detailed SITREP during the task order period of performance.

10.9.2. The Contractor shall complete the template provided by the COR at the time of award, detailing the status of all ongoing work and Partner Nation personnel trained under each project objective during the reporting period.

10.9.3. The reporting period shall comprise all business days between report due dates (i.e., reports due on the 15th shall describe progress made during the 1st and 14th of the month; reports due on the 1st shall describe progress made during the 15th and last day of the month).

10.9.4. The Contractor shall highlight any event or technical issue that jeopardizes performance and attach a contingency plan as an annex to the SITREP. The Contractor shall also clearly highlight any event or technical issue to the COR that may result in operating outside the scope of this Sample Task Order.

10.9.5. The COR shall schedule a call after receipt of the SITREP to discuss the contents of the report.

10.10. Quarterly Reports and Calls:

10.10.1. The Contractor shall provide a detailed quarterly technical progress report describing the progress made toward each task order objective during the reporting period, as well as any perceived challenges, risks, and proposed solutions.

10.10.2. The Contractor shall utilize the template provided by the COR at the time of award.

10.10.3. The report shall highlight difficulties encountered and remedial action taken during the reporting period, and activities planned during the upcoming quarter.

10.10.4. The report shall also include a table of equipment deliveries and training activities, broken-out by Task, during the reporting period, as well as cumulative totals.

10.10.5. The report shall include Updated Work Plan(s) as an attachment.

10.10.6. The COR shall schedule a call with the Contractor after receipt of each report to discuss the contents.

10.11. Government Furnished Property Report:

10.11.1. Government Furnished Property (GFP) is property in the possession of, or directly acquired by, the U.S. government and subsequently furnished to the Contractor for performance of a contract.

10.11.2. GFP includes, but is not limited to, material, equipment, and real property, but does not include intellectual property and software.

10.11.3. Consult Federal Acquisition Regulation (FAR) 45.101 for additional information.

10.12. Incident Reports:

10.12.1. The Contractor shall submit a detailed report to the CO, the COR, and relevant U.S. Embassy OSC staff members within 24 hours immediately following an incident that directly affects the implementation of this Sample Task Order, or as directed by the COR.

10.13. Oral Briefings:

10.13.1. The Contractor shall provide oral briefings on task order tasks, objectives, and deliverables as directed by the U.S. Embassy and COR. Oral briefings are typically provided once weekly. The Contractor and U.S. Embassy staff shall mutually agree upon the briefing time and location.

10.14. After Action Reports (AARs) and Exit Interview (EI):

10.14.1. The Contractor shall submit an AAR detailing training information which includes, but is not limited to, finalized participant lists and contacts, program of instructions (POIs), and evaluations.

10.14.2. The Contractor shall also submit an AAR after any instance of official travel, including TDYs to locations other than the designated place(s) of performance. All additional training-related data requirements and deliverables for inclusion in the AAR will be discussed and agreed upon by the COR and the Contractor prior to the training event.

10.14.3. The AF/RPS Monitoring and Evaluation (M&E) Team shall schedule a call to discuss the contents of each report.

10.14.4. The Contractor shall submit a final AAR that describes in detail the overall success of and lessons learned from the task order. The Contractor shall complete the AAR template and submission guidance provided by the COR. The AF/RPS M&E Team shall conduct an Exit Interview with the Contractor following receipt of the final AAR.

10.15. Transition Plan

10.15.1. The Contractor shall develop a detailed transition plan with the purpose of ensuring uninterrupted operations when transitioning between Advisors.

10.15.2. The Contractor shall update the transition plan annually and no later than two weeks prior to an Advisor’s departure.

10.15.3. All transition plans and subsequent updates shall be submitted to the COR and U.S. Embassy for review and approval.

10.15.4. At a minimum, the continuity plan shall:

10.15.4.1. List all core functions required to maintain uninterrupted operations.

10.15.4.2. List key contacts involved in the transition of responsibilities between incoming and outgoing Advisors.

10.15.4.3. Identify tools, techniques and procedures needed to ensure an efficient and effective transition.

10.15.4.4. Identify contingency plans and risk mitigation strategies to minimize negative impacts of transitioning personnel.

10.15.5. The Contractor shall ensure that the incoming replacement participates in relevant consultations in the United States pre-deployment, as determined by the COR and U.S. embassy. The Contractor shall deploy the replacement advisor within their first week of employment.

10.15.6. The Contractor shall direct the incoming Advisor to implement the continuity plan within the first month in country, in coordination with the outgoing Advisor, if possible. The DOS M&E team shall conduct an exit interview with the outgoing advisor within seven days from receipt of the final continuity plan.

10.16. Call and Meeting Notes:

10.16.1. The Contractor shall record detailed written notes of any discussions with the

COR and CO, as well as any meetings with the U.S. Embassy. This includes calls tied to regular SITREP, quarterly, and AAR reporting. Notes shall be submitted via email as an attached Microsoft Word file.

10.16.2. The COR shall review/edit the notes and return them to the Contractor for final clearance.

10.17. Input for Congressional Reports:

10.17.1. The Contractor shall compile metrics on all foreign military personnel trained under this Sample Task Order between 1 October and 30 September.

10.17.2. The Contractor shall complete the template(s) provided by the COR and submit it in accordance with the addressees and timeframe specified in the table above.

10.18. Demobilization Plan:

10.18.1. The Contractor shall submit a demobilization plan detailing the Contractor’s arrangements during the demobilization period prior to award closeout, contact details for all personnel involved in demobilization activities, disposition of equipment and materials, and a schedule of planned travel, meetings/debriefings, and reporting requirements as directed by the COR during the demobilization period.

11. CONTRACTING OFFICER REPRESENTATIVE (COR):

11.1. The COR monitors all technical aspects of the contract and assists in contract administration.

11.2. The COR is authorized to perform the following functions:

11.2.1. Assure that the Contractor performs the technical requirements of the contract.

11.2.2. Perform inspections necessary in connection with contract performance.

11.2.3. Maintain written and oral communications with the Contractor concerning technical aspects of the contract.

11.2.4. Issue written interpretations of technical requirements, monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies.

11.2.5. Coordinate availability of government furnished property, and provide site entry of Contractor personnel.

11.3. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially regarding changes in task order price or terms and conditions.

11.4. The COR and A/COR are not authorized to change any of the terms and conditions of this Sample Task Order.

11.5. The COR for this Sample Task Order is:

Contracting Officers Representative (COR)

U.S. Department of State

AF/RPS

11.6. The A/COR for this Sample Task Order is:

Alternate Contracting Officers Representative U.S. Department of State

AF/RPS

12. GOVERNMENT MANAGER:

12.1. The Government Manager will assist the COR in monitoring the contractor's performance.

12.2. The Government Manager has physical proximity to the contractor's personnel work site. Usually, contractor personnel are provided government-furnished office space within the Government Manager’s office and are there to perform the functions specified in the task order as required in support of the office mission.

12.3. The Government Manager is not authorized to change any of the terms and conditions of this Sample Task Order.

12.4. The Government Manager will not supervise contractor personnel or perform any actions that could be construed as such.

12.5. The Government Manager for this Sample Task Order is (Embassy/Overseas POC):

(DCM/OSC/PoLOFF, etc.)

U.S. Department of State U.S. Embassy X

13. NON-PERSONAL SERVICES:

13.1. Refer to Global Advisory IDIQ, Section B, paragraph B.2. Type of Contract, and Section L, paragraph L.32.4.

14. CONTRACTOR PERSONNEL ADMINISTRATION:

14.1. The contractor shall maintain the training of its employees by providing initial and refresher training as required to meet the requirements of this Sample Task Order.

14.2. The contractor shall make all necessary travel arrangements for employees, subject to prior approval by the COR.

14.3. The contractor shall provide administrative support to employees in a timely fashion for time keeping, leave processing, pay, and emergency needs.

15. TASK ORDER MANAGEMENT:

15.1. The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to this Sample Task Order.

15.2. The contractor shall establish processes and assign appropriate resources to effectively administer this Sample Task Order.

15.3. The contractor shall respond to Government requests for contractual actions in a timely fashion.

15.4. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support this Sample Task Order.

15.5. The contractor shall assign work effort and maintain proper and accurate time keeping records of personnel assigned to work on this Sample Task Order.

16. SUBCONTRACT MANAGEMENT:

16.1. The contractor shall be responsible for any subcontract management necessary to integrate work performed on this Sample Task Order and shall be responsible and accountable for subcontractor performance on this requirement.

16.2. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations.

16.3. Contractors may add subcontractors to their team after notification to the Primary Contracting Officer (PCO) and the COR.

17. BUSINESS RELATIONS:

17.1. The contractor shall successfully integrate and coordinate all activities needed to execute the requirements outlined in this Sample Task Order.

17.2. The contractor shall manage the timeliness, completeness, and quality of problem identification.

17.3. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of subcontractors.

17.4. The contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

18. IDENTIFICATION OF CONTRACTOR EMPLOYEES:

18.1. Refer to Section I, paragraph I.10. DOSAR 652.204-70 – Department of State Personal Identification Card Policy and Procedures (FEB 2015)

18.2. Additionally:

18.2.1. 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.

18.2.2. 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.

18.2.3. Display of ID Badges: Contractor personnel shall wear the ID badge at all times when performing work under this Sample Task Order at a Government site, including while attending Government meetings and conferences that may take place outside the Government facility. Unless otherwise specified in the task order, each contractor employee shall wear the ID badge in a conspicuous place on the front of exterior clothing and above the waist except when safety or health reasons prohibit such placement.

18.2.4. Answering Telephones: Contractor personnel shall identify themselves as a contractor employee when answering Government telephones.

18.2.5. Utilizing Electronic Mail: When prime contractor or subcontractor personnel send e-mail messages as a part of task order performance, or otherwise relating to task order matters, each sender shall include, at a minimum, his/her name (both first and last names), the name of the individual's employer, e-mail address and phone number.

19. QUALITY CONTROL PLAN:

19.1. Refer to Section E, paragraph E.4., Section L, paragraph L31.3.1.4.4. and paragraph L.32.5.3.

19.2. The contractor shall maintain an effective quality control program to ensure services are performed in accordance with this Sample Task Order.

19.3. The contractor shall implement procedures to identify, prevent, and ensure non-recurrence of defective services.

19.4. The contractor’s quality control program is the means by which the contractor assures that the work complies with the requirements of this Sample Task Order.

20. QUALITY ASSURANCE:

20.1. The Government will evaluate the contractor’s performance under this Sample Task Order to ensure that the contractor has performed in accordance with the performance standards.

21. ACCEPTANCE CRITERIA:

21.1. Approval of final documents and other work products must be in accordance with the Department’s established quality control plan.

21.2. Work performed will be reviewed for quality, timeliness, and professionalism, by the Government Manager.

21.3. If the performance is unacceptable, feedback will be provided in a timely fashion.

22. TIME OF PERFORMANCE:

22.1. Performance will include an average of 40 hours each week for the Cybersecurity

Advisor (Executive Level) and 48 hours each week for the Senior Logistics Advisor (Organizational Level).

22.2. Total hours per position shall not exceed hours per performance period without modification to task order.

22.3. All positions not fully funded in this Sample Task Order are subject to DOSAR 652.232- 72, Limitation of Funds. As such, Contractor(s)/Sub-Contractor(s) shall not provide service at risk.

23. ALTERNATE WORK SCHEDULES AND TELEWORKING:

23.1. Refer to Section H, paragraph H.22.

23.2. Alternate work schedules will be determined as situation dictates and shall be pre-approved by the COR.

23.3. Following is a summary of State’s Telework policy:

23.3.1. All contractor employees must obtain prior approval to telework and must complete the U.S. Department of State Telework Agreement, DS-5150.

23.3.2. Telework is an alternate work arrangement that gives contractor employees the opportunity to conduct all or some of their work away from the primary workplace to accommodate both core and situational telework employees within the Department. It has no effect on the hours an employee works.

23.3.3. The location of telework is normally the employee’s primary residence. Work from any other place must be approved by the COR before teleworking.

23.3.4. A contractor employee's participation in telework is voluntary and subject to COR approval.

23.3.5. A COR may cancel or adjust the telework arrangement by providing written notice to the contractor employee's company.

23.3.6. This decision is not subject to dispute nor does it give rise to a claim under the contract.

23.3.7. At any time with prior notification, a contractor employee’s telework agreement can be terminated or modified for operational considerations related to workload demands.

24. SECURITY REQUIREMENTS:

24.1. In accordance with Global Advisory IDIQ, Section H, paragraph H.17. Security Requirements, the security clearance for the personnel position(s) included on this Sample Task Order are designated as follows:

Labor Category Clearance Level

Senior Logistics Advisor (Organizational Level) Top Secret

Cybersecurity Advisor (Executive Level) Top Secret

24.2. Contractor personnel performing work under this Sample Task Order may or may not be a U.S citizen. The security requirements will be in accordance with the task order

DD-254.

24.3. The COR, with DS/IS/IND and Contracting Officer concurrence, may allow contractor personnel to perform on the contract with a Secret personnel security clearance (PCL) for a period not to exceed a total of 365 days. To do so, the following conditions shall apply:

24.3.1. Access to classified material is restricted to Secret;

24.3.2. The majority of the position duties can be completed without the required clearance;

24.3.3. The individual has not been previously denied the clearance level required for full performance; and

24.3.4. The individual is in the process of obtaining the clearance level required for full performance.

24.4. The failure to obtain the clearance level required for full performance within 365 days of being accepted by the Government as a key person may result in that person’s removal from the position.

25. PHYSICAL SECURITY:

25.1. The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use.

25.2. At the close of each work period, government facilities, equipment, and materials shall be secured.

26. POST AWARD CONFERENCE/PERIODIC PROGRESS MEETINGS:

26.1. The Contractor agrees to attend any post award conference convened by the contract administration office in accordance with Federal Acquisition Regulation (FAR) Subpart

42.5. – Postaward Orientation (https://www.acquisition.gov/far/subpart-42.5).

26.2. The CO, COR, and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance.

26.3. 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.

26.4. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

27. DATA RIGHTS:

27.1. The Government has unlimited rights to all documents/material produced under this Sample Task Order. All documents and materials, to include the source codes of any software, produced under this Sample Task Order shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole https://www.acquisition.gov/far/subpart-42.5 property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

28. STANDARDS:

28.1. The contractor shall insure all work is completed in accordance with U.S. government and Department of State (DOS) standards, policy, procedures and guidelines as provided. All products and services under these tasks, and as part of the agreement, are the sole property of the U.S. Government.

29. IDENTIFICATION OF NON-DISCLOSURE REQUIREMENTS:

29.1. Contractors must execute and sign non-disclosure agreements when they work with sensitive and/or proprietary information. Forms to be executed and maintained by the Task Manager.

29.2. The Government has unlimited rights to all documents/material produced under this Sample Task Order.

29.3. 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.

29.4. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer.

29.5. 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.

30. INVOICING AND PAYMENT INSTRUCTIONS:

30.1. See Global Advisory IDIQ, Section G, paragraphs G.7. through G.11. for invoicing and payment instructions.

30.2. Contractor shall not invoice for advisory services when the position is vacant or in a non-pay status.

31. TRAVEL:

31.1. All travel shall be pre-approved with a request from the Contractor Employer to the COR for final approval. All travel will be in accordance with the Federal Travel Regulation. Travel under this Sample Task Order is defined as Contractor air and ground transportation, lodging, meals and incidental expenses, and passport/visa costs.

31.2. Sufficient funds must be available in the task order before travel commences. The Contractor shall be paid allowable travel costs in accordance with FAR 31.205-46 (Travel Costs) and Section B, Supplies or Services and Price/Costs, paragraph B.5., Travel Costs of the IDIQ.

31.3. The Government will pay the Contractor, under the applicable ODC-Travel CLIN(s), for each Contractor employee’s travel time to and/or from authorized work locations if the following are met:

31.3.1. Payment of travel time described herein is in accordance with the Contractor’s established travel policy.

31.3.2. Travel time begins no earlier than two (2) hours prior to the scheduled departure time and concludes upon arrival to the initial destination point (e.g., airport) at the place of performance.

31.4. The…