HCMO Draft PWS_SSN.pdf

PERFORMANCE WORK STATEMENT

Office of the Under Secretary of Defense for Intelligence and Security (OUSD(I&S)) Human Capital Management Office (HCMO)

Enterprise Occupation Structure and Standards Development Support

September 30, 2025

PART 1

GENERAL INFORMATION

1. INTRODUCTION: This is a non-personal services contract to provide enterprise occupation structure and standards development support services to OUSD(I&S) HCMO. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

2. BACKGROUND: The Under Secretary of Defense for Intelligence & Security (USD(I&S)) is the principal staff assistant and advisor to the Secretary of Defense and the Deputy Secretary of Defense on intelligence, counterintelligence, security, sensitive activities, and other intelligence-related matters. The USD(I&S) exercises the Secretary of Defense’s authority, direction, and control over the Defense Agencies and Department of Defense (DoD) Field Activities that are Defense intelligence, counterintelligence, or security Components and exercises planning, policy, and strategic oversight over all DoD intelligence, counterintelligence, and security policy, plans, and programs. For Defense Intelligence positions, the USD(I&S) serves in the role assigned to the Director of the Office of Personnel Management for positions and employees under Title 5, U.S.C., unless otherwise stated in law or DoD policy, and exercises oversight of personnel policy regarding Defense Intelligence positions to ensure that the Defense Intelligence Components are staffed, equipped, trained, structured, and ready to support DoD missions and to satisfy the needs of the DoD and the IC, as appropriate (DoDD 5143.01).

3. DESCRIPTION OF SERVICES: The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform occupation structure and standards development support services as defined in this PWS except for those items specified as government furnished property and services. The Contractor shall perform to the standards in this contract.

4. OBJECTIVES: The USD(I&S) is supported by the Director of the HCMO. The core functions of the

HCMO include understanding and implementation of significant and unexpected policy and structural changes required by the Legislative and Executive branches of federal Government as it pertains to Defense Civilian Intelligence Personnel System (DCIPS) and the policies therein. This requirement is for comprehensive support to OUSD(I&S)/HCMO, to effectively execute and establish policy, execute oversight and provide guidance regarding the DCIPS occupational structure, including enterprise occupational standards to define the range of work roles performing intelligence, security, and law enforcement mission work. Work roles will be developed and validated through a rigorous job analysis process that adheres to legal and professional standards (e.g., Equal Employment Opportunity Commission (EEOC), “Uniform Guidelines on Employee Selection Procedures,” (UGESP) 1978;

Society for Industrial and Organizational Psychology (SIOP), “The Principles for the Validation and Use of Employee Selection Procedures,” 2018).

5. SCOPE: The scope of this contract is to provide support required for the advancement of human capital management activities under the purview of OUSD(I&S), to include work role and competency standards development and validation through a rigorous job analysis. This includes developing a work role taxonomy for intelligence, security, and law enforcement occupations, defining the tasks performed and competencies required for performance, defining competency behavioral indicators and proficiency requirements, and establishing minimum qualifications for each work role. The Contractor’s work and deliverables shall support the use of these work roles for a range of talent management decisions and programs (e.g., hiring, assignments, training and development, certifications) and strategic workforce planning to ensure the Defense Intelligence and Security Enterprise (DISE) has the right talent to achieve our mission.

6. PERIOD OF PERFORMANCE: The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years.

7. CONTRACT TYPE: The Government will award a firm-fixed price (FFP) contract.

8. PLACE OF PERFORMANCE: The work to be performed under this contract will be performed at the

Pentagon, Arlington, VA. Key personnel (see section 12.1) will be required to be onsite 100% of the time, with rare opportunities to work from the contractor work site, at the discretion of the GPOC and COR. SME workshops/focus groups will be scheduled in SCIF space on the classified network for three or more days per week at designated time periods in the project schedule to accomplish the work. In the event of a local or national emergency, operations may be moved to another Government facility or telework may be authorized.

TELEWORK: Infrequently, Contractor personnel supporting this PWS may engage in ad-hoc telework subject to the KO’s approval. Contractor personnel shall not telework without written authorization from the COR. The COR will determine whether the work to be performed can be successfully accomplished offsite. Teleworking must be accomplished at no additional cost to the Government and with no detrimental impacts to contract performance. During approved telework periods, Contractor personnel are authorized to use appropriate GFE to accomplish the tasks outlined in the PWS.

9. HOURS OF OPERATION: The Contractor is responsible for providing services, between the hours of

0800 and 1730 Monday thru 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. For other than firm fixed price contracts, the Contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

9.1. On-Site Working Conditions, Holidays, and other Closures:

9.2. The Contractor shall establish normal operating hours under this contract between 0800 and 1730

Eastern Time (ET Monday through Friday. The Contractor’s Program Manager (PM) and the Government’s Contracting Officer’s Representative (COR) shall consult and coordinate on any proposed alternate work schedules that may be arranged depending on the operational tempo/needs of the mission.

10. RECOGNIZED HOLIDAYS: Government personnel observe the following holidays as governed by 5

U.S.C. § 6103. Government facilities will be closed and unavailable to Contractor personnel:

New Year’s Day Birthday of Martin Luther King Jr.’s Washington’s Birthday

Memorial Day Juneteenth National Independence Day

Independence Day

Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Day

*If the date falls on a Saturday, the Government holiday is the preceding Friday. If the date falls on a Sunday, the Government holiday is the following Monday.

In addition to the days designated as holidays, the Government observes the following days:

• Any other day designated by Federal Statute

• Any other day designated by Executive Order

• Any other day designated by the President’s Proclamation

11. QUALITY CONTROL/ASSURANCE:

11.1. Quality Control: The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means by which it ensures that its work complies with the requirement of the contract. The Quality Control Plan (QCP) shall be delivered via electronic mail within 30 workdays after contract award. Amendments or changes to the QCP shall be delivered in writing to the Contracting Officer Representative (COR) and Contracting Officer (KO) within three workdays following any change. After acceptance of the quality control plan, the Contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to its quality control program.

11.2. Quality Assurance: The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

12. PERSONNEL MATTERS

12.1. Key Personnel: Before replacing any Contractor employee designated as key personnel, the

Contractor shall notify the COR and KO in writing at least 30 calendar days in advance. The Contractor’s request shall include a written justification along with the resume (detailing minimum education and experience requirements) of the proposed key personnel substitution.

All proposed personnel substitutions shall possess qualifications that are equal to or exceed the minimum requirements of the PWS. The Contractor shall not unilaterally change its key personnel without written approval from the KO.

12.2. The following personnel are considered key personnel by the government: Principal Industrial/Organizational Psychologist, Senior Industrial/Organizational Psychologist, Industrial/Organizational Psychologist, Junior Industrial/Organizational Psychologist.

Qualifications for all key personnel are listed below:

12.2.1. Senior Industrial/Organizational Psychologist: This position is considered essential to the work being performed under this contract. Contractor personnel in this position must meet ALL the minimum requirements listed in this section:

Minimum Requirements:

• TS/SCI Security Clearance and ability to work onsite in classified workspace to complete the work

• Master’s Degree minimum, Ph.D. preferred in Industrial/Organizational Psychology from a nationally accredited college or university.

• Five (5) years of experience in leading or conducting rigorous job analysis efforts to support a range of talent management decisions, in accordance with legal and professional guidelines and standards (e.g., EEOC, 1978, SIOP, 2018, etc.).

• Five (5) years of experience conducting statistical analysis (e.g., descriptive and inferential statistics) using relevant software (e.g., R/RStudio, SPSS, etc.).

• Two (2) or more years of experience in developing competency models, including the development of behavioral indicators or defining proficiency requirements for progressive job levels.

• Five (5) years of experience in planning and facilitating subject matter expert (SME) sessions to develop job-relevant content.

• Experience using data analysis functions in Microsoft Excel: statistical functions, data organization, pivot tables, graphs, charts and formulas.

Preferred Skills and Experience:

• A Ph.D. in industrial/organizational psychology from an accredited university is preferred.

• Demonstrated experience in conducting job analysis and/or competency modeling within the Department of Defense or Intelligence Community to support high-stakes talent management decisions.

12.2.2. Industrial/Organizational Psychologist: This position is considered essential to the work being performed under this contract. Contractor personnel in this position must meet ALL the minimum requirements listed in this section:

Minimum Requirements:

• TS/SCI Security Clearance and ability to work onsite in classified workspace to complete the work

• Master’s degree minimum, Ph.D. preferred in Industrial/Organizational Psychology from a nationally accredited university.

• Two (2) or more years of experience in conducting rigorous job analysis efforts to support talent management decisions, in accordance with legal and professional guidelines and standards (e.g., EEOC, 1978, SIOP, 2018, etc.).

• Experience in developing competency models, including the development of behavioral indicators at various levels of proficiency or defining proficiency requirements for progressive job levels.

• Three (3) or more years of experience in planning and facilitating subject matter expert (SME) sessions to develop job-relevant content.

• Three (3) or more years of experience conducting statistical analysis (e.g., descriptive and inferential statistics) and communicating results.

• Experience managing data and conducting statistical analysis with R/RStudio (the statistical tool available for this work).

• Extensive experience using data analysis functions in Microsoft Excel: statistical functions, data organization, pivot tables, graphs, charts and formulas.

Preferred Skills and Experience:

• A Ph.D. in industrial/organizational psychology from an accredited university is preferred.

• Demonstrated experience in conducting job analysis and/or competency modeling within the Department of Defense or Intelligence Community to support high-stakes talent management decisions.

12.2.3. Junior Industrial/Organizational Psychologist: This position is considered essential to the work being performed under this contract. Contractor personnel in this position must meet ALL the minimum requirements listed in this section:

Minimum Requirements:

• TS/SCI Security Clearance and ability to work onsite in classified workspace to complete the work

• Master’s degree minimum, Ph.D. preferred in Industrial/Organizational Psychology from a nationally accredited university.

• One (1) year of experience in conducting job analysis in accordance with legal and professional guidelines and standards (e.g., EEOC, 1978, SIOP, 2018).

• One (1) or more years of experience in facilitating subject matter expert (SME) sessions to develop job-relevant content.

• Two (2) or more years of experience conducting statistical analysis (e.g., descriptive and inferential statistics) and communicating results.

• Experience managing data and conducting statistical analysis with R/RStudio (the statistical tool available for this work).

• Experience using data analysis functions in Microsoft Excel: statistical functions, data organization, pivot tables, graphs, charts and formulas.

Preferred Skills and Experience:

• Demonstrated experience in conducting job analysis and/or competency modeling within the Department of Defense or Intelligence Community to support high-stakes talent management decisions.

12.3. The Contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the manager is absent shall be designated in writing to the Contracting Officer. The contract manager or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available between 0900 and 1700 ET, Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

12.4. Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. 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. [Indicate if contractor personnel will be required to obtain and wear badges in the performance of this service.]

12.5. Special Qualifications: The following training is required for onsite Contractor personnel:

• DoD Cyber Awareness Training: (CAC Training) All Contractor employees, to include sub-

• Contractor employees, requiring access to DoD offices, facilities and controlled access areas shall complete the DoD Cyber Awareness training in accordance with DoD D 8140.01.

• Operations Security (OPSEC) Awareness Training: All Contractor personnel are required to take initial OPSEC Awareness training, in accordance with DoD M 5205.02-M.

• Intelligence Oversight Awareness Training: All Counterintelligence (CI) and noncounterintelligence, Contractor personnel - are required to complete Intelligence Oversight training in accordance with DoD 5240.1-R and DSSR 18-9.

• Prevention of Sexual Harassment Training: Highly recommended for all DoD Contractor personnel to take Prevention of Sexual Harassment training in accordance with DoD I 6495.02.

• No Fear Act/Whistleblower Protection Training: Contractors working in the Intelligence Community (IC) or who have access to classified information are required to complete No Fear Act/Whistleblower Protection training in accordance with PPD-19 and ICD 120.

• Privacy Act and Personally Identifiable Information Training: DoD Contractor personnel are required to take Privacy Act and Personally Identifiable Information training in accordance with DoD D 5400.11, DoD M 5400.11-R, and OMB Cir A-130.

• Unauthorized Disclosure of Classified Information Training: DoD Contractor personnel are required to take Unauthorized Disclosure of Classified Information training in accordance with DoD D 5210.50.

• Information Security Training: DoD Contractor personnel are required to take Information Security training in accordance with DoD Manuals 5200.01, volume 3, Enclosure 5 and 5200.01, Volume 4, Enclosure 4.

• Workplace Violence Training: DoD Contractor personnel are required to take Workplace Violence training in accordance with DoD I 1438.06.

• CDSE Counterintelligence Awareness & Reporting

• CDSE DoD Mandatory Controlled Unclassified Information (CUI) Training

• DoD Insider Threat Awareness Training

• Combating Trafficking in Persons (CTIP) General Awareness Web-based Training

The Contractor shall ensure completion for each affected Contractor employee and sub-Contractor employee and submit certificates when requested to the Contracting Officer Representative. This training shall be completed and reported to the Contracting Officer Representative within 30 calendar days of contract assignment and annual refresher training for the remaining contract duration.

12.6. The following training is required for onsite Contractor personnel: The Contractor shall submit certificates of completion for each affected Contractor employee and Subcontractor employee, to the COR or to the Contracting Officer. This training shall be completed and reported to the COR within 30 calendar days of contract award and annual refresher training for the remaining contract duration.

13. SECURITY:

13.1. Contractor personnel performing work under this contract shall have an active Top Secret/Sensitive Compartmented Information (SCI) security clearance at time of the proposal submission and shall maintain the level of security required for the life of the contract. The security requirements are in accordance with the attached DD254 (The unit security monitor is responsible for initiating this form).

13.2. Physical Security: The Contractor shall be responsible for safeguarding all Government equipment, information and property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured.

13.3. Lock Combinations: The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s Quality Control Plan.

14. CONTRACT ADMINISTRATION

14.1. Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. These meetings shall be at no additional cost to the Government.

14.2. Phase-in/Phase-out Period: The Contractor shall submit a phase-in transition plan within three business days of being notified of the award. To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the 15-day phase-in/phase-out periods. During the phase-in period, the incoming Contractor shall become familiar and execute with performance requirements in order to commence full performance of services on the contract start date. During the phase-out period, the exiting Contractor shall coordinate with incoming Contractor as necessary to ensure a smooth transition of performance.

15. TRAVEL/TDY/DEPLOYMENT

15.1. Contractor Travel: Contractor may be required to travel during the performance of this contract to attend meetings, conferences, and training (include travel if needed): The Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires prior Government approval/authorization and notification to the COR.

15.2. The Contractor shall be reimbursed for actual allowable, allocable, and reasonable travel costs incurred during performance of this effort in accordance with the FAR 31.205-46 "Travel Costs."

Requests for approval of costs in excess of maximum per diem rates in accordance with the procedures contained in FAR 31.205-46(a)(3) must be submitted to the COR for final approval prior to commencement of travel.

15.3. All local travel in support of this contract (i.e., any travel within a 50-mile radius of the NCR) is included in the price of this contract and is not reimbursable. All local travel costs shall be borne by the Contractor, nor will the Government reimburse Contractor personnel commuting costs (i.e., parking expenses, public transportation fares such as Metro, Virginia Rail Express, vanpool or bus, and/or highway tolls, etc.).

16. OTHER DIRECT COST (TIME&MATERIAL(T&M) and LABOR HOUR (LH): Other Direct Costs

(ODCs) include acquiring up to two SPSS Statistics Professional Perpetual Concurrent License for installation on government systems as an alternative software (to RStudio) for analyzing the job analysis data.

17. DATA RIGHTS:

17.1. Refer to FAR Clause 52.227-14 “Rights in Data – General” and DFARS 252.227- 7015 “Technical Data – Commercial Products and Commercial Services.” The Contractor agrees to assume responsibility for protecting the confidentiality of Government records, which is not considered public information. Each Contractor or employee of the Contractor to whom information may be made available or disclosed shall be notified in writing by the Contractor that such information may be disclosed only for purposes and to the extent authorized herein. The Contractor shall not release any information related to this contract to the public, media or other unauthorized persons or organizations unless the Government has conducted the appropriate security review and granted written approval (e.g., posting information to a public website).

18. CONFLICT OF INTEREST:

18.1. Organizational Conflict of Interest/Personal Conflict of Interest: Contractor and Subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interest (OCI) as defined in FAR Subpart 9.5 as well as personal conflicts of interest. Using the Contractor OCI/ COI Disclosure Form, the Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential conflict and shall promptly submit the conflict-of-interest disclosure form to the Contracting Officer to avoid or mitigate any such conflict.

18.2. The Contractor’s mitigation plan will be reviewed and accepted/rejected solely at the discretion of the Government, and in the event the Government unilaterally determines that any such conflict cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the conflict.

18.3. In addition, Contractors shall conduct internal reviews as necessary to identify financial interests and determine if any personal conflicts of interest exist or may arise. The Contractor shall ensure that the organization has analyzed each financial disclosure to determine whether actual or potential conflicts exist. Information should be gathered and analyzed for all governing body members (e.g., board of directors, trustees, etc.) and principals of the organization as defined by FAR 52.203-13 and for each manager and key personnel who would be or are involved with the performance of the contract.

18.4. All Contractor and Subcontractor employees supporting this contract shall sign the WHS AD non-disclosure agreements.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the Contracting Officer to assists in administering the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel required to be used in the performance of the contract as indicated in the Key Personnel section listed in the PWS.

2.1.7 NATIONAL CAPITAL REGION. Geographic area located within the boundaries of (A) the District of Columbia, (B) Montgomery and Prince Georges Counties in the State of Maryland, (C) Arlington, Fairfax, Loudoun, and Prince William Counties and the City of Alexandria in the Commonwealth of Virginia, and (D) all cities and other units of Government within the geographic areas of such District, Counties, and City.

2.1.8. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.9. QUALITY ASSURANCE. The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.10. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.11. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.12. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the Subcontractor.

2.1.13. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative APO/FPO Army/Air Post Office / Fleet Post Office BCTF Boards, Commissions, and Task Forces CA Company Administrator CCDR Combatant Commander CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTS Commercial-Off-the-Shelf DCIPS Defense Civilian Intelligence Personnel System DD 254 Department of Defense Contract Security Classification Specification (DD Form 254) DFAC Dining Facility DFARS Defense Federal Acquisition Regulation Supplement DISE Defense Intelligence and Security Enterprise DMDC Defense Manpower Data Center DOD Department of Defense DPO Diplomatic Post Office EEOC Equal Employment Opportunity Commission EM Enterprise Management Directorate FAR Federal Acquisition Regulation FTE Full Time Employee GFM Government Furnished Meals GPOC Government Point of Contact HCMO Human Capital Management Office HIPAA Health Insurance Portability and Accountability Act of 1996 IC Intelligence Community KO Contracting Officer LCAT Labor Category MILAIR Military Airlift MWR Morale, Welfare, and Recreation NCR National Capital Region OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs OUSD(I&S) Office of the Under Secretary of Defense for Intelligence and Security PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program SME Subject Matter Expert SIOP Society for Industrial and Organizational Psychology SOFA Status of Forces Agreement SPOT Synchronized Predeployment Operational Tracker TDY Temporary Duty Travel TE Technical Exhibit

USD(I&S) Under Secretary of Defense for Intelligence and Security UGESP Uniformed Guidelines on Employee Selection Procedures WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Facilities: The Government will provide basic facilities such as workspace and its associated operating requirements (i.e., phones, desks, utilities, information technology, and general office supplies), as well as network access appropriate for the development, review, storage, and destruction of classified materials while working in Government facilities.

3.2 Equipment: Teleworkers (if authorized) may be issued Government furnished computers/accessories for the purposes of accomplishing work in support of this PWS. The Contractor shall ensure that Contractor personnel: 1) only use GFE when remotely accessing the DoD network, and 2) only use GFE for official Government work in support of this PWS. GFE such as Government Laptops, must be accounted for and returned to the Government at the end of the contract/when a contractor employee leaves the contract, during any life-cycle replacement. The Government will provide network accounts and access to the Government’s internal systems as needed.

3.5. Materials: The Government will provide information, material and forms unique to the Government for supporting the task. All Government unique information related to this requirement, which is necessary for Contractor performance, will be made available to the Contractor. The GPOC will be the point of contact for identification of any required information to be supplied by the Government.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1. General: The Contractor shall furnish all supplies, equipment, facilities, Software and/or Software Licenses if applicable and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2. Clearance: The Contractor shall possess and maintain a Top Secret facility clearance from the Washington Headquarters Services, as stated in the attached DD 254. The Contractor's employees, performing work in support of this contract shall have been granted a Top Secret (TS)/Sensitive Compartmented Information (SCI) security clearance from the Defense Industrial Security Clearance Office at time of award.

The DD 254 will be completed within the National Industrial Security Program (NISP) Contracts Classification System (NCCS) at contract award and attached by modification, if timing dictates. The DD 254 will be housed within the NCCS through the life of the contract. The Contractor can register within NCCS at time of award to gain electronic access to the DD 254 in order to submit Subcontractor DD 254s.

PART 5

SPECIFIC TASKS

5. SPECIFIC TASKS:

5.1. Basic Services. The Contractor shall provide enterprise occupation structure and standards development support to OUSD(I&S) HCMO. Specifically, the Contractor shall provide on-site support to develop, validate, and implement an occupation structure and standards for (1) intelligence, (2) security, and (3) law enforcement work roles. These occupations will be addressed sequentially, with the first priority the development of the Defense Intelligence Workforce Framework (DIWF) to define the full range of work roles that perform the Defense intelligence mission across components in the DISE.

The contractor will develop: (1) up to 60 work roles aligned to four (4) areas of intelligence work; (2) up to 15 work roles aligned to security work; and (3) up to 15 work roles aligned to law enforcement through a rigorous job analysis process that is consistent with DIWF work role development standards and professional and legal standards (e.g., EEOC UGESP, 1978; SIOP Principles, 2018).

Based on the project timeline, this will require focusing on two or more areas of intelligence work at the same time during the initial project timeline and then beginning tasks focused on security and law enforcement work roles in later years. This support will be accomplished by performing the following tasks:

5.2. Intelligence Occupational Taxonomy and Job Analysis Support. The Contractor shall:

5.2.1 Develop a project plan in accordance with the DIWF work role development standards (to be provided at start of contract).

5.2.2 Develop SME communications and coordinate and schedule job analysis activities (e.g., pre-work activities and read-ahead documents, interviews, focus groups, and workshops) with SMEs.

5.2.3 Review background information and conduct one-hour interviews/job observations to gather information on relevant areas of work.

5.2.4 Provide technical support to the development of a work role taxonomy for each occupation (intelligence, security, and law enforcement), based on background information, job observations/interviews, and subsequent SME focus groups/workshops at least biannually.

5.2.5 For each work role, prepare and analyze pre-work activities, prepare focus group/workshop content, and facilitate and document three to four (3 to 4) virtual SME sessions with participants from across DIE Components on the classified network to develop primary work role content, including a work role description, tasks, up to 10 to 12 technical competencies, and associated knowledge, skills, and abilities. Work role sessions will occur at least three days per week during relevant phase of the project.

5.2.6 Develop, administer, and analyze job analysis questionnaire for each work role, including designing, populating, and testing functionality on relevant platforms (e.g., SIPR, JWICS) and analyzing job analysis data using RStudio at least biannually.

5.3 Define Competency Requirements and Work Role Minimum Qualifications. The Contractor shall:

5.3.1 Prepare pre-work activities, analyze pre-work responses, prepare SME session materials, and conduct and document virtual SME sessions to define additional requirements for each technical competency that is validated through the job analysis, including 1) behavioral indicators at four levels of proficiency (basic, intermediate, advanced, expert); 2) the proficiency needed for each technical competency at each Defense Civilian Intelligence Personnel System (DCIPS) work level (DoDI 1400.25-V2007, April 17, 2012); and 3) technical competencies needed at entry at each DCIPS work level. It is expected that two to three (2 to 3) SME sessions per work role will be conducted to define the competency requirements.

5.3.2 Prepare pre-work activities, analyze pre-work responses, prepare SME session materials, and conduct virtual SME sessions to develop minimum qualifications for each work role (i.e., the minimum education/training and/or experience requirements needed to be minimally qualified for the work). It is expected that one to two (1 to 2) SME sessions will be conducted for each work role to develop minimum qualifications.

5.4. Reports and Data Files:

5.4.1 At the completion of work role development, develop and deliver a technical report (a total of six reports) to document the development and validation of the work roles and associated requirements (Tasks 5.2, 5.3), including the results of the job analyses and SME sessions, competency requirements, and minimum qualifications.

5.4.2 Develop coding for and document the final work role content in organized tables in Excel/Access format on an annual basis or at the completion of each area of intelligence work or security or law enforcement occupation.

Occupation Anticipated PoP

Number of Work Roles

Number of Focus Areas

Number of Job Observations

Number of Focus Groups

Intelligence Base, OY1, OY2 60 4 100

5 to 7 per work role

Security OY2 to OY3 15 1 25 5 to 7 per work role

Law Enforcement OY3 to OY4 15 1 25 5 to 7 per work role

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

6.1. The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures, including all organizational mission statements and charters, organizational structures, operating instructions, SOP and policy.

6.2 Security Publications: Intelligence Community Directive (ICD) 704, DoDM 5205.07-V2, November 24, 2015, Enclosure 4.

6.3 Intelligence Community Directives, Policy Guidance, charters, and Standards

6.4 Department of Defense Directives, Instructions, Manuals, Memos, charters, and Directive Type Memorandums

6.5 DoD Instruction 1400.25 (all volumes in the 2000 series)

PART 7

ATTACHMENT/TECHNICAL EXHIBIT LISTING

7. Attachment/Technical Exhibit List:

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements Summary

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule

7.3. Attachment 3/Technical Exhibit 3 – Estimated Workload Data

TECHNICAL EXHIBIT 1

PERFORMANCE REQUIREMENTS SUMMARY

The Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective (The Service required— usually a shall statement.)

Standard Performance Threshold

(This is the maximum error rate. It could possibly be “Zero deviation from standard,” but that would be very expensive.)

Method of Surveillance

PRS # 1.

The Contractor shall provide Qualified Personnel

All contractor personnel possess the experience, skills, knowledge and capabilities needed to perform the required tasks as specified in the PWS

100% (Zero Deviation)

COR and

GPOC

Observation and Evaluation

PRS # 2

The contractor shall deliver communications, pre-work activities, workshop briefings or other materials, draft and final work role content, job analysis questionnaires, technical reports, data files, and other deliverables on time and that meet established criteria (PWS 5.1 to 5.4).

All deliverables are on time, in the required format, are error-free, have the required content, reflect a high degree of expertise, adhere to legal and professional standards (e.g., EEOC UGESP, 1978; SIOP

Principles, 2018)

- Draft deliverables contain minor typographical errors;

final deliverables are error-free

GPOC 100%

inspection, and random review of deliverables by the COR

PRS # 3

The contractor shall schedule and facilitate job observations/interviews and SME virtual sessions to develop work role content (PWS 5.1 to 5.4)

SME engagements are scheduled in a timely manner and conducted with a minimum of two facilitators in an efficient, professional manner that elicits the required information and input.

- 95% success rate in completing planned activities according to schedule and criteria as defined by

OUSDIS HCMO

GPOC random inspection of engagements and 100% review of schedule completion

PRS # 4

Monthly and Weekly Reporting (PWS 5.1-5.4)

Contractor provides a monthly written status report accurately reflecting progress and a summary status for the month;

contractor provides a weekly status report to GPOC on current activities; contractor proactively identifies and addresses any problems or issues encountered

100% (Zero Deviation)

GPOC 100%

review of weekly reports, GPOC and COR review of monthly reports

TECHNICAL EXHIBIT 2

DELIVERABLES SCHEDULE

PWS Deliverable Frequency # of Copies Medium/Format Submit To

5.2.1 1. The contractor shall deliver a project plan in accordance with the DIWF work role development standards (to be provided at start of contract)

Within 15 working days of the start of the contract.

One MS Word/PDF or other format appropriate to the purpose

Delivered to GPOC via email

5.1, 5.2, 5.3

2. The contractor shall deliver SME communications and SME session pre-work and activity templates, job analysis and competency requirement templates

As required per the project schedule

One

MS Word, Excel, PowerPoint or other format appropriate to the purpose

Delivered to GPOC via email

5.1, 5.2, 5.3

3. The contractor shall deliver draft work role content at appropriate steps of the project, including: work role titles/work role descriptions; tasks;

technical competencies and associated knowledge, skills, and abilities;

competency behavioral indicators; minimum qualifications

As required per the project schedule

One MS Word, Excel, PowerPoint or other format appropriate to the purpose

Delivered to GPOC via email

5.1, 5.2, 5.3

4. The contractor shall develop pre-work activities and readahead materials for SME workshops/focus groups, using the templates and draft work role content developed in deliverables 1 and 2.

As required per the project schedule

One MS Word, Excel, PowerPoint or other format appropriate to the purpose

Delivered to GPOC via email

5.4 5. The contractor shall develop a technical report for each area of intelligence work to document the development and validation of each set of work roles and associated standards.

Draft report delivered two weeks after development and validation is completed; final report delivered one week after receiving government feedback

One MS Word Delivered to

GPOC

Estimated delivery timeline (no later than):

2 areas of intelligence work (August 2027);

1 area of intelligence work (January 2028);

1 area of intelligence work (August 2028);

security work (January 2030);

law enforcement work (January 2031)

5.4 6. The contractor shall develop a coding system and populate all final work role content into an organized set of data tables

Final work role content delivered three weeks after development and validation is completed Estimated delivery timeline (no later than):

2 areas of intelligence work (August 2027);

1 area of intelligence work (January 2028);

1 area of intelligence work (August 2028);

security work (January 2030);

law enforcement work (January 2031)

One MS Excel or Access per direction of the

GPOC

Delivered to

GPOC

5.1 to 5.4 9. Weekly Status Reports Monday report for previous weeks and current week’s activities

One Microsoft Office Suite Product or

PDF

Delivered to

GPOC

5.1 to 5.4 10. Monthly Status Reports Within 7 calendar days after the month has ended

One Microsoft Office Suite Product or

PDF

Delivered to COR and GPOC

11. Non-Disclosure Agreement

Within 5 workdays of contract placement

One MS Word Delivered to COR

12. Limitation on

Subcontracting Yearly Reporting

The last month of the period of performance in the base period and each option period

One One digital copy (MS Word or PDF) submitted electronically

Delivered to COR and KO

TECHNICAL EXHIBIT 3

ESTIMATED WORKLOAD DATA

Firm-Fixed-Price Contracts: Technical Exhibit 3 provides estimated data for completing the Performance Work Statement (PWS) requirements. The Contractor is responsible for determining appropriate staffing levels using sound judgment and business practices to meet all PWS requirements.

Base Period: 12 Months

CLIN # Labor Category Key or Non- Key Personnel

PWS Task reference(s)

Estimated Quantity

FTEs

TBD Senior Industrial/Organizational Psychologist

Key

5.1, 5.2, 5.3, 5.4

.50

TBD Industrial/Organizational

Key 5.1, 5.2, 5.3, 5.4 3744 2.0

TBD Junior Industrial/Organizational

Key 5.1, 5.2, 5.3, 5.4 1872 1.0

Option Period One: 12 Months

CLIN # Labor Category Key or Non-Key Personnel

PWS Task reference(s)

Estimated Quantity

FTEs

TBD Senior

Key 5.1, 5.2, 5.3, 5.4 3744 2.0

TBD Junior Industrial/Organizational

Option Period Two: 12 Months

Personnel

PWS Task reference(s) Estimated Quantity

FTEs

TBD Senior

Key 5.1, 5.2, 5.3, 5.4 3744 2.0

TBD Junior Industrial/Organizational

Option Period Three: 12 Months

Personnel

PWS Task reference(s)

Estimated Quantity

FTEs

TBD Senior

Key 5.1, 5.2, 5.3, 5.4 3744 2.0

TBD Junior Industrial/Organizational Psychologist

Key 5.1, 5.2, 5.3, 5.4 1872 1.0

Option Period Four: 12 Months

CLIN # Labor Category Key or Non-Key Personnel

PWS Task reference(s)

Estimated Quantity

FTEs

TBD Senior

Key 5.1, 5.2, 5.3, 5.4 3744 2.0

TBD Junior Industrial/Organizational

TECHNICAL EXHIBIT 1