M00264-20-R-0012.pdf

SEE ADDENDUM

(No Collect Calls)

M0026420R0012 30-Jun-2020

b. TELEPHONE NUMBER

703-432-2316

8. OFFER DUE DATE/LOCAL TIME

10:00 AM 29 Jul 2020

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

M002649. ISSUED BY

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a. UNLESS BLOCK

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

TOMMY R. SESSION

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

MCINCR - RCO

2010 HENDERSON RD

TOMMY SESSION

QUANTICO VA 22134

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE M00084 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

M00084 PERSONNEL STUDIES & OVERSIGHT OFF

3280 RUSSELL RD

QUANTICO VA 22134

NATHAN BRADEN

TEL: 703-432-9213 FAX:

FAX:

TEL: 703-432-2316 SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

X 8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$16,500,000

NAICS:

541611

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF65

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

M0026420R0012

Section SF 1449 - CONTINUATION SHEET

Exhibit/Attachment Table of Contents

DOCUMENT TYPE DESCRIPTION PAGES DATE

Attachment 1 Past Performance

Information

2 30-JUN-2020

Attachment 2 Questions and Answers Format

1 30-JUN-2020

Attachment 3 Pricing Template 1 30-JUN-2020

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months Analysis & Validation of Requirements

FFP

Task 1 Analysis and Validation of Requirements in accordance with PWS section 4.1 FOB: Destination

MILSTRIP: M0008420SUD4J60

PSC CD: R408

NET AMT

0002 12 Months Sustainment & Refin of the Prod Mgmt

FFP

Task 2 Sustainment and Refinement of the Production Management in accordance with PWS section 4.2 FOB: Destination

MILSTRIP: M0008420SUD4J60

1001 12 Months OPTION Analysis & Validation of Requirements

FFP

Task 1 Analysis and Validation of Requirements in accordance with PWS section 4.1 FOB: Destination

1002 12 Months OPTION Sustainment & Refin of the Prod Mgmt

FFP

Task 2 Sustainment and Refinement of the Production Management in accordance with PWS section 4.2

2001 12 Months OPTION Analysis & Validation of Requirements

FFP

Task 1 Analysis and Validation of Requirements in accordance with PWS section 4.1

2002 12 Months OPTION Sustainment & Refin of the Prod Mgmt

FFP

Task 2 Sustainment and Refinement of the Production Management in accordance with PWS section 4.2

3001 12 Months OPTION Analysis & Validation of Requirements

FFP

Task 1 Analysis and Validation of Requirements in accordance with PWS section 4.1

3002 12 Months OPTION Sustainment & Refin of the Prod Mgmt

FFP

Task 2 Sustainment and Refinement of the Production Management in accordance with PWS section 4.2

4002 12 Months OPTION Analysis & Validation of Requirements

FFP

Task 1 Analysis and Validation of Requirements in accordance with PWS section 4.1

4001 12 Months OPTION Sustainment & Refin of the Prod Mgnt

FFP

Task 2 Sustainment and Refinement of the Production Management in accordance with PWS section 4.2

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

FOR

MILITARY MANPOWER POLICY - INTEGRATION RESEARCH ANALYSIS

1. Background

1.1. The Military Manpower Policy – Integration (MPO-I) Branch provides a description of the organization and processes that constitute the interactions from recruiting through the separation/retirement of Marines. This branch monitors a complex chain of processes for individual Marines that spans the responsibilities of Marine Corps Recruiting Command (MCRC), Manpower and Reserve Affairs (M&RA), Combat Development and Integration (CD&I), Training and Education Command (TECOM), Installations and Logistics (I&L), Plans Policies and Operations (PP&O), the Marine Corps Operating Forces (OPFOR), and Navy Bureau of Medicine (BUMED) as it relates to monitoring Marine Corps Integration efforts and reporting on the results to Secretary of Defense (SECDEF) and the United States Congress. It encompasses manpower planning, recruitment, Military Occupational

Specialty (MOS) classification, and Primary Military Occupational Specialty (PMOS) training, concluding with qualified Marines available for assignment to an available billet in a previously restricted billet within a previously restricted unit. As the poolee flows through the various pipelines in becoming a Marine, accession data is required to be collected that often requires cooperation between multiple organizations to provide the appropriate level of monitoring and reporting. Since no one organization owns the entire process and each organization is governed by various rules, regulations, orders and directives, a system of data collection methods and reporting has been codified with established lines of communications to ensure the processes are mutually supporting for data collection efforts from accessions to the end of enlistment/contract for each Marine who serve in a previously restricted MOS.

Tracking a Marine’s individual progression by monitoring key data elements made available within the Marine Corps Manpower Reporting Systems will assist the Marine Corps in developing a better understanding of career progression by mapping pathways that inform talent managers in making timely and career broadening decisions.

1.2. In order to benchmark the Marine Corps progress with integration of females into previously restricted PMOSs and units, DC M&RA manages personnel production across the Marine Corps Human Resource Supply Chain (HRSC). To accomplish this, the Marine Corps requires functional analytical support to gain a deeper understanding of process and procedures for receiving, in-processing, managing, and tracking Marines from accession through to a re-enlistment {First Term Alignment Plan (FTAP) / Subsequent Term Alignment Plan (STAP)} to help identify and assist with Talent Management issues as it relates to our integration efforts. Each command operates under uniquely defined rules, regulations, policies and directives; site visits may be required to determine areas of deficiencies to suggest corrections which will assist in better tracking and monitoring practices used by Marine Corps Formal Learning Centers (FLCs) and follow-on organizations.

1.3. This Performance Work Statement (PWS) addresses Business Process Improvement (BPI) by specifically identifying continuing requirements for effective management, production processes, Human Development Resource Planning and Implementation methodologies in order to provide support to DC M&RA Personnel Production Management (PPM) requirements in developing a common integrated process for the planning, sourcing, training, and managing Personnel from recruitment to unit assignment to end of Contract/enlistment.

2. Scope of Work. The focus of this requirement is “Street-to-Fleet” tracking consistent with Marine Corps personnel talent management objectives. This encompasses tracking and analysis of officer and enlisted initial accession training processes from initial accession through indoctrination training/school completion and PMOS awarding, using various manpower management information systems, software tools, concepts, and methodologies.

This enterprise focus will require linkages not only within the established training processes but across the myriad processes within the USMC personnel pipelines.

2.1. The Contractor will provide high-level process management support to M&RA Senior Leadership while providing a consistent program oversight and interpretation of established metrics/measurements. The foundation for a lasting integration effort within the Marine Corps is a disciplined approached and systematic management of the process that delivers qualified Marines who are able to compete equally with peers by actively monitoring career progression milestones, promotion rates, and re-enlistment opportunities within their PMOS.

2.2. Despite the scale of disassociated functions and tasks required to be monitored and to properly track Marine Corps integration efforts which facilitate reporting requirements to DOD and Congress, the Contractor will reinforce tracking metrics required to be monitored with subordinate and adjacent staffs that include: MCRC, TECOM, CD&I, I&L, PP&O, Programs & Resources (P&R), and Marine Forces (MARFORs).

3. General Requirements

3.1. Work Locations. Services will be performed at Government facilities. Primary location of Government facility will be Manpower & Reserve Affairs, James Wesley Marsh Bldg. 3280 Russell Rd, Quantico, VA. 22134. Co-location in Government spaces is required for daily coordination and interaction with the PM Section Head in the performance of this requirement. Requirements identified in this PWS, require access to recruiting tracking data, student tracking data, medical tracking data, and other personal tracking data available through government network systems (4.1.), available only at the Government site. The Contractor will not have direct access to the systems/sources of the tracking data and other information offsite, access to the information must be performed at the government facility/site specified within the contract. Contractor facilities will not be used to access, store, or analyze information obtained under this contract. Local and non-local travel is required in support of this requirement (para 10).

3.2. Security

3.2.1. The Contractor will not require direct access to any secure data systems or materials in support of this requirement. The information provided to the Contractor will be unclassified and/or sensitive unclassified information. The Contractor is not required or expected to have a Facility Clearance and Contractor personnel supporting this effort are not required to possess Personnel Clearance Levels.

3.2.2. Contractor employees performing on this contract will require Common Access Cards (CACs) in order to perform their job function and must be eligible for CAC card issue prior to award. In accordance with Headquarters, United States Marine Corps issued guidance relative to Homeland Security Presidential Directive – 12 (HSPD-12), all personnel must meet eligibility criteria to be issued a CAC. In order to meet the eligibility criteria, all contractor employees must be accurately populated in the Joint Personnel Adjudication System (JPAS) under their respective CAGE Code. Each contractor employee’s JPAS record must also reflect a favorably adjudicated Personnel Security Investigation (PSI) or (at a minimum) that a PSI has been submitted and accepted (opened). If a contractor employee’s open investigation closes and is not favorably adjudicated, the CAC must be immediately surrendered/retrieved and revoked. Facility Security Officers are responsible for notifying the TECOM Security Director if any contractor performing on this contract receives an unfavorable adjudication after being issued a CAC. Contractor CACs are issued with a “ctr.usmc.mil” e-mail account that the individual contractor is responsible to keep active by logging in on a regular basis (at least twice a month), sending an e-mail and clearing any unneeded e-mails. Contractors are prohibited from “auto-forwarding” their .mil e-mail account to their .com or any other e-mail/item account. Common Access Cards (CACs) will only be issued to those contractors supporting this contract that have been authorized by the COR. The COR will only authorize CACs for those contractors that meet current Homeland Security Presidential Directive – 12 (HSPD-12) criteria and have a definitive requirement. CACs are not issued for convenience.

3.2.3. Contractor personnel performing on this contract must meet all Marine Corps Network Operations and System Center’s (MCNOSC) certification requirements to request a contractor e-mail account within 10-days of the contract award.

3.2.4. Contractor personnel must be able to obtain a contractor e-mail with access to the Marine Corps Enterprise Network (MCEN) within 45-days of contract award.

3.2.5. The Contractor must receive authorization from the Marine Corps Enterprise Network (MCEN) to operate required software or hardware needed to accomplish the requirements based on the scope of this contract.

3.3. Performance Standards

3.3.1. The Contractor will provide the necessary resources and infrastructure to manage and administer this contract and to facilitate communications between M&RA leadership and stakeholders involved in this effort. This includes establishing lines of authority, administrative processes, and internal protocols to ensure the efficiency and effectiveness of the program efforts. The Contractor will identify a Project Lead, who will coordinate with the Contracting Officer’s Representative (COR) and Government principals. The name of this person must be designated in writing to the COR, within ten (10) business days from date of award. The Project Lead should have full authority to act for the Contractor on all contract matters relating to this requirement. At all times, the Contractor will be responsible for the actions of its teaming partners and subcontractors. The Contractor must notify the COR of the use of any subcontractors. At no time will any information be subcontracted, farmed, reviewed, analyzed, or processed by any company owned or operated by a foreign nation, or by personal that are foreign nationals. All labor is to be performed by U.S. owned and operated contractors and their subcontractors must also be U.S. owned and operated.

3.4. Government Responsibilities and Interface.

3.4.1. The COR will have technical oversight and will execute responsibilities related to performance, deliverables acceptance, invoice certification, and coordination of work effort. The Regional Contracting Office (RCO) Procuring Contracting Officer (PCO) will interface with the Contractor’s representative on administration issues.

3.4.2. Only the Contracting Officer has the authority to authorize deviations from the terms and conditions of this contract, including deviations from specifications and requirements. In the event the Contractor does deviate, without written approval of the Contracting Officer, such deviations will be at the risk of, and any cost related thereto will be borne by, the contractor. Any matter concerning a change to the scope, prices, terms, or conditions of this contract must be referred to the Contracting Officer.

3.4.3. The Government will neither supervise contractor employees nor control the overall methodology by which the Contractor performs the required tasks. Under no circumstances will the Government assign tasks to, or prepare work schedules for, individual contractor employees. If the Contractor believes that any actions constitute, or are perceived to constitute personal services, it will be the Contractor’s responsibility to immediately notify the PCO.

3.5. Technical Performance Quality. The Contractor will be responsible for establishing a staff complement capable of handling the responsibilities of contract execution and coordination of team resources. The Contractor will be responsible for staffing, competency training, guidance, and supervision of qualified personnel performing on this effort. The Contractor will develop, implement, and maintain a management capability that facilitates effective performance in consonance with the criteria established in the Quality Assurance Surveillance Plan (QASP).

Technical cognizance over performance remains with the prime Contractor at all times. The prime Contractor is responsible for all assigned resources, performance quality (e.g., QASP compliance), and deliverables associated with this requirement.

3.6. Applicable References. The Contractor will use the below references as a guide to the extent necessary to accomplish the tasks as stated in this PWS. If during the execution of the contract the government uncovers the need for additional references or changes to cited references, the government will provide them to the contractor:

Marine Corps Orders (MCO)

• MCO 1300.8 Marine Corps Personnel Assignment Policy

• MCO 1510.32F Recruit Training

• MCO 5311.1E Total Force Structure Process

• MCO 3500.28 Marine Corps Unit Cohesion Program SOP W/ ERRATUM

• MCO 1200.17E Military Occupational Specialties (MOS) Manual

• MCIIP FROG04 Marine Corps Force Integration Implementation Plan 16 December 2015

• MCEN PII v2.0 United States Marine Corps Enterprise Cyber Directive 011 Personally

Identifiable Information Version 2.0, of 30 November 2011

Training and Readiness (T&R) Manual

• MCM w/CH2-3 Marine Corps Manual Administrative Review

• MCO 1130.51F Medical Remedial Enlisted Program (MREP)

• MCO 6100.13 Marine Corps Physical Fitness Program

• MCO 6110.3 w/CH1 Marine Corps Body Composition and Military Appearance Program

• MCRP 3-02A Marine Physical Readiness Training for Combat

• MCO 1001R.1K Marine Corps Reserve Administrative Management Manual (MCRAMM)

• MCO 1130.53R Enlisted Incentive Programs

• MCO P5720.75 SOP for MCRC Marketing

• MCO 5000.12E Marine Corps Policy Concerning Pregnancy and Parenthood

Higher Headquarters Orders and Directives

• DODI 1215.06 Uniform Reserve, Training and Retirement Categories for the Reserve

Component

• DODI 1308.3 DoD Physical Fitness and Body Fat Program Procedures 5 Nov 2002

• DODI 3216.02, Protection of Human Subjects and Adherence to Ethical Standards in DoD- Supported Research, November 8, 2011

• DOD Dir 1200.7 Screening the Ready Reserve 21 Nov 2003

• DOD Dir 5400.11 Department of Defense Privacy Program (Oct 29, 2014)

• DOD Dir 5400.11-R Department of Defense Privacy Program (May 14, 2007)

• DOD Memo Guidance on Protecting Personally Identifiable Information (PII), of 18 August

• SECNAV M 5210.1 Department of the Navy Records Management Manual

• SECDEF Memo 3 Dec 2015 Implementation Guidance for the full Integration of Women in the

Armed Forces

• NDAA 2017 Section 593: Annual Report to Congress on Service Integration Efforts

• Document Privacy Act of 1974, Public Law 93-579, as amended

• Document Freedom of Information Act, 5 U.S.C. §552, as amended

Manuals

• FM 21-20 Physical Fitness Training

• FMFRP 12-82 Structuring the Marine Corps for the 1980’s and the 1990’s

• MCWP 3-15.7 Static Line Parachuting Techniques and Training

DoN Instructions and Policy Manuals

• SECNAVINST 1300.12D Assignment of Women in the Navy

• SECNAVINST 3900.39E w/CH-1 Human Research Protection Program

• SECNAVINST 5211.5E Department of Navy Privacy Program (December 28, 2005)

• OPNAVINST 1300.15A Navy Military Personnel Assignment Policy

• OPNAVINST 1300.17B Assignment of Women in the Navy

• MILPERSMAN 1306-983 Medical Deep Sea Diving/Fleet Marine Force Reconnaissance Corpsman Programs

• MILPERSMAN 1320-180 Temporary Duty Assignment of Women to Ships and Squadrons

• Document MOAs/Personnel Exchange Program (PEP) Agreements

• Document Individual Augmentation (NAVADMINS) guidance

• Document MMEA Policy Letter 004-08 Submission of Requests for Primary

Occupational Specialty (PMOS) Reclassification

3.7. Data Protection. The Contractor will be required to comply with applicable Human Research Protection Program policy guidelines and directives in support of this requirement including, but not limited to, Defense Federal Acquisition Regulation Supplement (DFARS) section 252.235-7004.

3.7.1. The Contractor is informed and acknowledges that criminal penalties under section 1106(a) of the Social Security Act (42 USC 1306(a)), including possible imprisonment, may apply with respect to any disclosure of information in the file(s) that is inconsistent with the terms of the agreement. The Contractor further acknowledges that criminal penalties under the Privacy Act (5 USC 552a(I)(3), as amended) may apply if USMC determines the Contractor, or any individual employed or affiliated therewith, knowingly and willfully obtained the file(s) or distributed information under false pretenses.

3.7.2. The Contractor will generate, collect, distribute and manage records in accordance with the Privacy Act of 1974 (PL93-79), as amended, at all times. The Contractor will ensure compliance with references (a) through (j) as they pertain to non-Governmental holders or users of the data.

3.7.3. The data may be used only for the purposes defined in projects or scientific analyst support approved by the Marine Corps. The data may be used only by personnel authorized to maintain, participate and assist in Contractor efforts that have been approved by the Marine Corps including DOD civilian/military personnel, Contractor employees or Contractors working on Contractor projects under this effort. The Contractor will ensure strict compliance with the DFARS requirements set forth in 252.235-7004 to submit all research protocols and exemption determinations for review and approval by a designated DOD Human Research Protection Official (HRPO).

4. Specific Services to be Provided

4.1. Task 1: Analysis and validation of requirements. The Contractor will assist in the gathering, analysis, and validation of requirements by coordinating resources and providing production oversight within the scope of integration efforts. This effort includes, but is not limited to, tracking the flow of Marines through various pipelines to the Operating Forces and then following an individual’s career progression from unit, B-billet, career progression schools, promotion, injury rates, discipline issues, and finally departure from the Marine Corps. The Contractor will provide a Marine Corps Integration Implementation Plan (MCIIP) Monthly Update assessment report of previously restricted PMOS production; enlisted Marines in a previously restricted MOS; and by unit assigned snapshot that details integration efforts which is to be delivered to the COR and the Section Head on a monthly basis in electronic format. This contract is focused on three primary areas for analysis and therefore requires support from three different contract support personnel able to analyze all aspects of the contract but to also have a unique qualification and an in-depth understanding of their specific field of interest. Distribution of findings or deliverables under this contract are restricted to authorized Government personnel who exercise control of this contract. The contractor has no rights to the information obtained, learned, or discovered within this study and will not distribute, in parts or as a whole, any of the information through any verbal communications or other published forms outside the scope of this contract except to the government office exercising control over this contract. The contractor, having no legal rights to the information obtained, learned, or discovered within this study, will not summarize information in any verbal communications or other published forms except to the government office exercising control of this contract. The Government will maintain exclusive rights, at all times, to the information that was obtained, learned, or discovered by the contractor and may choose to use, publish or distribute the information royalty-free, without restriction, in perpetuity, as a whole or in parts, for any purpose.

Contractor support may include human subject research. The Contractor will take appropriate administrative, training, technical, and physical safeguards to ensure the security of the records and prevent compromise or misuse of Personally Identifiable Information (PII) and Protected Health Information (PHI)/ electronic Protected Health Information (e-PHI). Only such information as is relevant and necessary to accomplish this requirement will be collected, used, or maintained. The Contractor will have experience following human subjects’ protection protocols including, but not limited to, obtaining informed consent, following anonymization procedures, and managing data protections as may be required in support of this task. Data Safeguards. Data under review must maintain reasonable and appropriate administrative, technical, and physical safeguards to prevent intentional or unintentional use or disclosure of protected health information in violation of the Privacy Rule and to limit its incidental use and disclosure pursuant to otherwise permitted or required use or disclosure. For example, such safeguards might include shredding documents containing an individual’s personal protected information before discarding data, securing PII/PHI/ePHI records with lock and key or pass code, and limiting access to keys or pass codes.

Unless otherwise directed by the COR, the Contractor will, at a minimum, complete, or maintain currency (every three years), the Collaborative Institutional Training Initiative (CITI) training and certification in support of this requirement. Unless otherwise directed by the COR, at a minimum the Contractor will complete training in the social behavioral research element for “Investigators and Key Research Personnel.” The CITI training can be accessed at www.citiprogram.org. Moreover, the Contractor will, at the direction of the COR, successfully complete other training as needed for this effort including, but not limited to PHI/HIPAA training. All contractor furnished equipment and software must be authorized in writing by the Marine Corps agency responsible for the management of the security protocols of the Marine Corps Enterprise Network (MCEN). If the use of a contractor furnished equipment/software is authorized it will only be authorized for use at a designated Marine Corps facility under Marine Corps security protocols. No data from this system, or any other system, will be authorized for removal from the Government facility where it resides, remote access from outside the building will not be authorized and is forbidden. At the conclusion of the contract, the contractor furnished equipment/software may be removed from the facility but all data stored on any storage device (Hard Drives, Solid State Drives, CD Rom, or any other current or future storage medium) becomes the property of the United States Marine Corps. No data obtained/collected/ discovered/learned during this study may be used, removed, or distributed by the contractor without written consent by the Marine Corps for each event or circumstance; blanket waivers will not be given/allowed and the contractor should not assume permission is authorized. All data being analyzed will be done from daily/weekly/monthly database extracts. The extracts will be database files from the mainframe system of record which are actual copies of the real-time data based on official records. However, to prevent data corruption, inadvertent manipulation, or accidental modification of master files stored, access to real-time data will not be permitted by the contractor. The contractor will only have access to a set of core data that is pulled and copied from the raw dataset on a daily/weekly/monthly basis.

4.1.1. Specifically the Contractor with a focus on Talent Management and accessions will be required to:

• Have an understanding of related military work experience in research regarding national military strategy, Marine Corps and Department of the Navy operations, Joint and combined doctrine, operations concepts, liaison and coordination with allies, industry and academia. Must demonstrate the ability to apply emerging doctrine and tactics from formal doctrinal changes, Force XXI initiatives or systems design and development.

• Review Recruiting data of active and reserve component females into previously restricted PMOS and units using Marine Corps Recruiting Information Support System (MCRISS) and other information systems.

• Analyze and Interpret student progress data resident in the Marine Corps Training and Information Management System (MCTIMS) and other information systems to determine status of Marines in training.

• Review production pipeline to assist MPO-I identify potential barriers to production and to identify potential areas that may need to be reviewed.

• Conduct analysis of daily/weekly/monthly data extracts provided by the COR from established Marine Corps databases (such as Operational Data Store Enterprise (ODSE), Total force Data Warehouse (TFDW), Marine Corps Total Force System (MCTFS), Marine Corps Training Information Management System (MCTIMS), Marine Corps Recruiting Information Support System (MCRISS), Marine Reserve Order Writing System (MROWS), Total Force Structure Management System (TFSMS), Discrimination and Sexual Harassment Report (DASH), Joint Advertising Market Research Studies (JAMRS), Positive Behavior Intervention Supports (PBIS), or 3270 systems) to collect accurate health production data and present the data for analysis and decision making. All database extracts must be accessed from a .mil domain.

• Develop previously restricted MOS and unit production reports for monthly review to branch head for MPO-I. This production report will include the number of accessions in training or awaiting training as well as tracking any area were the student failed to achieve an academic milestone that would allow continued progression within the contracted MOS.

• Provide both past and current personnel metrics for reporting data supporting production rate flow which allows for detailed analysis and replication.

• Update databases and SharePoint, as required, in order to reflect current throughput status.

• Provide supporting efforts to other reports that are required for analysis or new areas that require datamining and analysis, and besides Contractor’s use of such reports for purposes limited to, and only during the duration of, this contract effort, the reports will be authorized for Marine Corps use only and CAC accessible through a DOD based Marine Corps domain computer.

4.1.2. Specifically the Contractor with a focus on Talent Management, medical, and discipline will be required to:

• Possess knowledge in designated area focused on medical reporting methods, practices, techniques and procedures. Support assessments of Marine Corps / Department of the Navy medical challenges using specialized skills and knowledge of BUMED. Possess an understanding of Army and Air Force Medical collection and reporting methods. Contributes to the execution of project or task plan and helps assess the impact of industry trends, policy or standard methodologies. Conducts activities in direct support of team’s objectives by working closely with specialists.

• Conduct analysis of daily/weekly/monthly data extracts provided by COR from established Marine Corps databases (such as ODSE, TFDW, MCTFS, MCTIMS, MCRISS, MROWS, TFSMS, DASH, JAMRS, PBIS, or 3270 systems) to collect accurate production data that demonstrates normal unit lifecycle in regards to readiness and present the data for analysis and decision making. All database extracts must be accessed from a .mil domain.

• Analyze and interpret personnel medical data provided by the COR, resident in the Armed Forces Health Longitudinal Technology Application (AHLTA), MCTIMS, and other Medical databases to determine duty status of Marines across the spectrum of operations.

• Analyze and Interpret other health as data provided by the COR, the information will be copies of core data obtained from Marine Corps or Department of Navy information systems to determine overall health and welfare status of the individual Marines within the Marine Corps.

• Monitor production pipeline to assist MPO-I identify potential barriers to production and to identify potential areas that may need to be reviewed.

• Develop a duty status by MOS and Gender for Marines serving in previously restricted MOS and unit with a production report for review monthly to the branch head for MPO-I. This production report will include the number of Marines who failed to achieve an academic milestone that would allow continued progression within the contracted MOS as a result of injury or other general welfare issues.

• Provide both past and current personnel metrics for reporting data supporting production rate flow which allows for detailed analysis and replication.

• Update databases and SharePoint, as required, in order to reflect current throughput status.

• Provide supporting efforts to other required reports that are required for analysis or new areas that require datamining and analysis.

4.1.3. Specifically the Contractor with a focus on Talent Management and combat effectiveness will be required to:

• Have an understanding of related military work experience in research regarding national military strategy, Marine Corps and Department of the Navy operations, Army Operations, Joint and combined doctrine, operations concepts, liaison and coordination with allies, industry and academia. Must demonstrate the ability to apply emerging doctrine and tactics from formal doctrinal changes, Force XXI initiatives or systems design and development.

• Conduct data analysis of daily/weekly/monthly data extracts provided by the COR from established Marine Corps databases (such as ODSE, TFDW, MCTFS, MCTIMS, MCRISS, MROWS, TFSMS, DASH, JAMRS, PBIS, or 3270 systems) to collect accurate production data that demonstrates normal unit lifecycle in regards to readiness and present the data for analysis and decision making. All database extracts must be accessed from a .mil domain.

• Analyze and interpret unit readiness data as provided by the Marine Corps tracking databases to determine unit readiness status across the spectrum of operations.

• Analyze and Interpret unit data provided by the COR, resident in the Marine Corps information systems to determine how individual readiness affect unit readiness across the Marine Corps.

• Develop a duty status by MOS and Gender for Marines serving in a previously restricted MOS and unit with a production report for review monthly to the branch head for MPO-I. This production report will include the number of Marines who failed to achieve a PMOS specific requirements / milestone that would allow continued progression within the contracted PMOS.

• Provide both past and current personnel metrics for reporting data supporting production rate flow which allows for detailed analysis and replication.

• Update databases and SharePoint, as required, in order to reflect current throughput status.

• Provide supporting efforts to other required reports that are required for analysis or new areas that require datamining and analysis.

4.2. Task 2: Sustainment and Refinement of the Production Management Process. The Contractor will assist DC M&RA in the refinement of the talent management process in order to provide efficient loading of all manpower production pipelines, refinement of existing analytical tools, database management, metrics reporting, and prioritization of manpower production management requirements. The Contractor will provide updates as requested to ensure Marine Corps integration efforts are properly being managed.

Specifically, the contractor will:

• Provide Production Management expertise to the COR and MPO-I Section.

• Coordinate communications (emails, phone calls, and face-to-face meetings) between all members of

MPO-I, ensuring precise management of the accession process.

• Provide design, development, implementation, sustainment and change recommendations to MPO-I (as required) for consideration to improve the production process in support of overall process.

• Analyze and make recommendations to MPO-I regarding manpower production through interpretation of information by use of documents, charts, graphs, and/or other media methods.

5. Contractor Qualification and Experience. Contractor personnel must:

5.1. Have knowledge of Marine Corps doctrines, values and ethos, leadership traits and principles and the culture of leadership within the Marine Corps is desired.

5.2. Have the ability to derive and present statistical data in logical spreadsheets, with graphs, for briefing or presentation to Senior leaders.

5.3. BPI certification for one or more personnel (Delphi, Lean-Six Sigma, or equivalent) with documented experience using Business Process Improvement (BPI) and Continuous Process Improvement (CPI) principles to identify areas for efficiency improvements is required.

5.4. Documented experience using or understanding at least one of the following; ODSE, TFDW, MCTFS, MCTIMS, MCRISS, or AHLTA database management systems is preferred. Any additional documented experience using MROWS, TFSMS, DASH, JAMRS, SORTS, PBIS, or 3270 database systems is desirable.

5.6. Be able to produce consistently reliable products. Proficiency in Microsoft Office Suite software products for reporting purposes, as required.

5.7. Be familiar with Structured Query Language (SQL) programs for standard database management practices. At least one (1) of contractor’s personnel must have expert competency in Tableau and/or RStudio, DOD preferred system analysis tools.

6. Meetings. Periodic meetings involving the Government and the Contractor may be necessary to facilitate or report progress, documentation, and analytical support efforts. Date, time, and location for these meetings will be determined by mutual agreement between the contractor and COR. Minutes of these meetings will be provided by the Contractor to the COR in the next Monthly Progress Report. A summary of all action items, responsible parties, and estimated dates shall be included with the minutes. The Government reserves the right to cancel any meeting or to require any meeting to be scheduled at critical points during the period or performance.

6.1. Post-award Kick-off Meeting. The Contractor will schedule and conduct a post-award kick-off meeting within seven (7) business days of contract award. The purpose of this meeting is to ensure the Contractor and the Government understand their roles and responsibilities, to validate understanding of the requirement (including external influences and missions), and to establish a schedule for updates and communications. The meeting will provide an introduction between the contractor personnel and Government personnel who will be involved with this Contract. The meeting will provide the opportunity to discuss technical, management, security issues, travel authorization and reporting procedures. At a minimum, the attendees shall include contractor key personnel, designated Government Program Leads, the COR, and the Contracting Officer.

6.2. In-Progress Review (IPR). The Contractor will participate in quarterly IPRs, or as requested, with the M&RA PM to review progress of the requirement.

6.3. The Contractor will participate in other briefings/meetings as identified and approved by the Government in support of the PWS requirements.

7. Deliverables. The Contractor will provide all documents and other deliverables required by this PWS to the Contracting Officer’s Representative (COR) for review using best commercial practices for quality. Unless otherwise agreed to by the parties, the Government will provide written acceptance, comments, and/or change requests, if any, within five business days for weekly reports, ten business days for monthly reports, and thirty business days for all other reports from receipt of any formal deliverable. If written acceptance, comments, and/or change requests are not provided within the time outline above, the deliverable will be deemed acceptable as written by the Contractor. If the Government provides comments and/or change requests, the Contractor will have ten business days from receipt of the government correspondence to incorporate the comments and/or change requests and resubmit the deliverable. Unless otherwise directed by the COR, the Contractor will provide all deliverables in electronic form using MS Office applications with additional hard copies as requested.

7.1. The Contractor will submit a MPO-I Support Monthly Status Report to the COR in accordance with Table 1.

The report will be due no later than the 10th day of the following month for the work accomplished from the first (1st) day through the final work day of the previous month. It will contain a detailed status of all tasks, clearly identifying the relevant PWS task to the work performed or to be performed. This report will be provided in electronic form using MS office applications, with additional paper copies as requested by the COR. The Monthly Status Report will include, at a minimum the following:

• Contractor’s name, contract number, reporting period

• Work accomplished for the month and it’s relation to the PWS task requirement(s);

• Deliverables accepted or rejected, inclusive of the final day of the month to include early, on time, or late submittal of products with a brief explanation provided for late submittal rejection and timeline for resubmission;

• Name and contact information of the Government representatives who received the support/products identified within the technical requirements.

• Meeting minutes over the reporting period including meeting date, attendees, discussion items, action items

• Projection of significant work to be accomplished during the upcoming 30-day period;

• Description of any concerns or issues that may impact performance, schedules, or functionality etc. with proposed resolutions;

• Travel performed over the reporting period; upcoming travel projection and estimated cost;

• Significant changes to the Contractor’s organization; and

• Financial milestones (authorized payment, current period and cumulative expenditures, total invoiced, and remaining balance)

7.2. The Contractor will provide all documents and other deliverables to the Contracting Officer’s Representative (COR) for review. The COR will have ten business days to review monthly reports, and thirty days to review all other types of reports (and, the COR will provide the timeframe for review of other deliverables, as appropriate).

The COR will provide comments to the Contractor before the deliverables are finalized within the specified timeline outlined above.

TABLE 1-Deliverables

Del. # Deliverable PWS Ref: Content Due Date 0001 Marine Corps Integration

Implementation Plan (MCIIP) Monthly Update Report

4.1 By FY/ Accession Totals/Attrition /

Attrition Rates/ Grads/ Grad Rates/ MCS pass & fail/ Street to PMOS Rates;

By FY/ MSPS pass & fail/ Lat Moves / PMOS Rates pass and fail by gender;

By FY/ Unit Readiness Rates / PMOS Available to Deploy Rates by Gender / FAP Rates by Gender;

By FY/ PMOS assignments by Gender / Leadership Assignments / Leaders Assigned;

By FY/ PMOS Readiness Rates by Unit type and Gender / Unit Readiness Rates by Unit type and Gender / Individual Available to Deploy Rates by Unit type and by Gender.

Due to COR on Monthly basis.

0002 MPO-I Support Monthly Status Report

7.1. A detailed status of all tasks, clearly

identifying the relevant PWS task to the work performed or to be performed during the period of time the report covers.

Due to COR on Monthly basis.

0003 By TBD, all other deliverables as covered in the PWS

Due to COR as

TBD.

8. Data, Software and Intellectual Property Rights. In accordance with the DFARS data rights clauses associated with this effort, without limitation, all reports, materials (including, but not limited to: all reports including any associated charts, graphs, and/or other media methods; design, development, implementation, sustainment and change recommendations; lessons learned, analytical tools, analyses/evaluations and analyses/evaluation criteria and other related items) data, information, and all electronic/digital files and other items described herein, and any other items, (hereinafter referred to individually or collectively as the Work or Works) that are first created, generated, or produced and required to be delivered under, or as a result of, this PWS, will be provided to the U.S. Government / Marine Corps with the level of intellectual property/data rights provided by such DFARS data rights clauses.

Such data rights and related clauses include, but may not be limited to: DFARS Clauses 252.227-7013 Rights in Technical Data--Noncommercial Items; 252.227-7014 Rights in Noncommercial Computer Software and Noncommercial Computer Software Documentation; 252.227-7015 Technical Data–Commercial Items, 252.227- 7017 - Identification and Assertion of Use, Release, or Disclosure Restrictions; 252.227-7020 - Rights in Special Works; 252.227-7025 - Limitations on the Use or Disclosure of Government-Furnished Information Marked with Restrictive Legends; 252.227-7027 Deferred Ordering of Technical Data or Computer Software; and 252.227-7028 - Technical Data or Computer Software Previously Delivered to the Government.

The contractor will not use the contractor’s or a third-party’s proprietary data, information, software, items and/or other materials for any purpose without meeting the requirements of DFARS clauses 252.227-7020 and/or 252.227- 7025, and without the specific, written approval by the Contracting Officer, prior to start of any work.

Moreover, except as provided in writing by the Contracting Officer, no Work, information, material and/or other item created, generated, produced and required to be delivered under, or as a result of, this PWS/effort will be used by the Contractor or any of its employees/agents, subcontractors and/or representatives, for any purpose other than for the support and performance of this PWS. Still further, the Contractor is obligated to protect from unauthorized use or disclosure all Government confidential or classified material and/or Government-owned proprietary, and/or Personally Identifiable Information or Personal Privacy Items obtained in the course of performance under the Government contract, as long as such data remains proprietary, confidential, sensitive, or classified.

8.1. Access to Proprietary Data or Computer Software:

(a) Performance under this contract may require that the Contractor (through the Government or otherwise) to have access to technical data, computer software, or other sensitive data or information of another party (including an affiliated party) who asserts that such data or software is proprietary or its use is otherwise restricted. Therefore, the Contractor must comply with DFARS 252.227-7025 when appropriate. If access to such data or software is required and needs to be provided, the Contractor will enter into a written agreement (NDA) with such party prior to gaining access to such data or software. The agreement will address, at a minimum, (1) access to, and use of, the proprietary data or software exclusively for the purposes of performance of the work required by this contract, and (2) safeguards to protect such data or software from unauthorized use or disclosure for so long as the data or software remains proprietary (or restricted). In addition, the agreement will not impose any limitation upon the Government or its employees with respect to such data or software. A copy of the executed agreement will be provided to the Contracting Officer prior to the start of any work under this effort. The Government may unilaterally modify the contract to list those third parties with which the Contractor has agreement(s).

(b) The Contractor agrees to: (1) indoctrinate its personnel who will have access to the data as to the restrictions under which access is granted; (2) not disclose the data to another party or other Contractor personnel except as authorized by the above-described NDA and the Contracting Officer; (3) not engage in any other action, venture, or employment…