SAMPLE_TO_EAP_Study_FINAL_6-7-18.docx

draft -- no contractors

Performance Work Statement FOR THE insert study title

PERFORMANCE WORK STATEMENT FOR THE

MAGTF-TC EQUIPMENT ALLOWANCE POOL ANALYSIS

1. Background.

This Performance Work Statement (PWS) provides information and requirements for The Marine Air Ground Task Force (MAGTF) - Training Center (TC) Equipment Allowance Pool (EAP) analysis.

Major exercises in Marine Corps Air Ground Combat Center (MCAGCC) 29 Palms (Integrated Training Exercise [ITX]/Large Scale Exercise [LSE]), Mountain Warfare Training Center (MWTC) Bridgeport (Mountain Exercise [MTNEX]), and Marine Corps Air Station (MCAS) Yuma (Weapons and Tactics Instructor [WTI]/Talon Exercise [TalonEx]) require a substantial amount of equipment to support the Exercise Force (ExFor). Unless available at an EAP on site, all equipment must be either transported from home station or temp-loaned from local units. While MAGTF-TC provides the Equipment Density Lists (EDLs), it is responsible for (e.g., baseline and baseline-plus for ITX/LSE), all three training sites (MCAGCC 29 Palms, Marine Corps Air Station [MCAS] Yuma, and MWTC Bridgeport) have historically had substantial equipment shortages from the EDLs at local EAPs to support exercises. Additionally, many units bring extra equipment for white space training; as a result, the sufficiency of Table of Authorized Material Control Numbers (TAMCNs) contained in the EDLs, which are required to be on hand and functional at the EAPs, have been called into question, even if the equipment is being used for training beyond what is required at traditional Service-Level Training Exercises (SLTEs).

Additionally, MCAS Yuma is not currently authorized or staffed to maintain an EAP. This constraint carries significant financial (transportation) and readiness (depleted supply ratings for temp-loaning units) costs unless overflow support can be provided by the 29 Palms EAP. By making an investment to review and appropriately adjust the type and amount of equipment contained in the EAPs at MAGTF-TC training sites, the Marine Corps will better align training support, save significant transportation costs for every exercise, and mitigate readiness impacts on temp-loaning units. The Ground Combat Element Consolidated Operational Advisory Group (GCE COAG), Aviation Ground Support Operational Advisory Group (OAG), and the March Force Synchronization Conference have all endorsed recommendations to analyze the MAGTF-TC EDLs and supporting equipment set at EAPs for possible realignment of equipment.

2. Functional Area, Task Area and Complexity Level per IDIQ criteria.

· Functional Area: Future Capabilities Studies

· Task Area: Logistics Requirements Analysis

· Complexity Level: Moderate

3. Objectives and Scope.

a) Objective:

The objective of this study is to determine the best mix of equipment contained in EAPs at all MAGTF-TC training sites by using a cost-benefit analysis to determine financial savings to the service, enhance combined arms training opportunities, and mitigate readiness impacts on I Marine Expeditionary Force (MEF).

The Study Contractor shall determine the methodology for the study and shall describe this methodology in their Technical Proposal for evaluation by the Marine Corps Government Study Lead, Sponsor and Technical Evaluation Panel.

The study will:

· For the purposes of analysis, set the lower and upper bounds of possible equipment mixes for each MAGTF-TC, by TAMCN. The lower bound will be the baseline EDL and upper bound will be the universe of all equipment brought by units above the EDL (regardless of reason).

· Determine the:

· ExFor EDL TAMCN’s available at MAGTF-TC EAPs in MCAGCC 29 Palms and MWTC Bridgeport (and are part of the baseline EDL for current ITX/LSE, MTNEX and WTI equipment requirements).

· ExFor EDL TAMCNs that are not available (due to maintenance or other issues) at MAGTF-TC EAPs in MCAGCC 29 Palms and MWTC Bridgeport, as well as those not part of the baseline EDL for current ITX/LSE, MTNEX and WTI equipment requirements.

· Calculate the most cost-effective EAP for each MAGTF-TC training site to minimize shortages for training events, as well as the burden on I MEF units. Some items that are routinely part of an EDL may not be recommended for EAP inclusion if they are infrequently used or if they are high-demand, low-density (HDLD) item and would be better suited for loaning by I MEF units or are not cost-effective to keep in an EAP.

· Determine the cost (operations and maintenance [O&M], structure, etc.) of an EAP at MCAS Yuma for a cost-effective WTI/TalonEx EDL.

· Determine the added costs (O&M, structure, etc.), if any, for providing the TAMCNs and associated resources for a cost-effective EDL at MCAGCC 29 Palms and MWTC Bridgeport.

· Determine the average supply readiness impact on I MEF by temp-loaning equipment to ExFor units (for both I MEF and non-I MEF) at ITX, LSE, MTNEX, and WTI/TalonEx.

· Use the current table of organization (T/O) of maintainers in the EAPs in order to determine the T/O that corresponds to an EAP with a cost-effective EDL.

b) Scope:

· Limited to MAGTF-TC training sites only:

· MCAGCC 29 Palms

· MWTC Bridgeport

· MCAS Yuma

4. Assumptions and Major Factors for Consideration.

· MAGTF-TC provides the EDLs it is responsible for (Baseline EDL for ITX and Baseline-Plus EDL for LSE).

· This study will require large amounts of data on the equipment used at the various training sites, as well as data on the maintenance of the equipment and maintainers on-hand.

· Headquarters Marine Corps Installation and Logistics (HQMC I&L) is currently leading a two-year equipment optimization (EOP) initiative to shed equipment excesses in the OpFor as the Marine Corps reduces force levels to 182k. This initiative presents an opportunity to provide MAGTF-TC EAPs with a cost-effective adjustment to their equipment set by reallocating excess equipment to these training sites rather than sending it to the Defense Reutilization and Marketing Office (DRMO), transferring to another service/organization, or otherwise disposing of it.

5. Performance.

a) General Criteria:

The tasks shall be performed per the provisions of Marine Corps Studies System (MCO 3902.1D). The government shall accept each report/deliverable via DD 250 at submission.

b) Performance Criteria:

· Criteria 1: The study performer shall conduct a literature review of pertinent documents and all areas of interest identified by the sponsor.

· Criteria 2: The study performer shall collect data on the current EDLs, the EAPS, the equipment brought by units that were not provided by an EAP, maintainers, and unit budget expenditures on training events as it relates to costs associated with moving gear not being furnished at an EAP.

· Criteria 3: The study performer shall conduct analysis to find the most cost-effective mix of equipment for inclusion in the EAPs at each MAGTF-TC training site. This will also include the financial and manpower impact to the Marine Corps and the impact if MCAS Yuma had its own EAP. The study team will incorporate al available equipment, personnel and transportation data into the analysis. Cost comparisons/analyses will also be performed under this task.

· Criteria 4: The study performer shall document study findings and will produce a final report of the study findings.

6. Delivery Dates.

The Study Contractor shall complete this study within a year (12-month period) after contract award date. The draft final report (DFR) shall be completed and delivered to the Contracting Officer’s Representative (COR) no later than 105 calendar days prior to end of contract. This allows 30 calendar days for Government review and comments, 30 calendar days for Study Contractor incorporation of Government comments and production of the final report, and 45 calendar days for Government acceptance of the final report.

7. Deliverables.

a) General:

1) All reports, materials (including training materials, user and other technical manuals, computer software and hardware, source code, interfaces, tools, works, and related items) and information, and the associated intellectual property, in whatever form, created, generated, or produced under this PWS shall become the property of the Marine Corps; therefore, the Marine Corps shall have the unrestricted right to use, modify, reproduce, display, release, or disclose such reports, tools, manuals, works, tech data, materials, related items and information, in whole or in part, in any manner, and for any purpose whatsoever, and to have or authorize others to do so.

2) Deliverables shall be provided according to the guidelines detailed under paragraphs 7.b, “Reports”. All deliverables shall be provided to the COR at: Operations Analysis Directorate (C 195), Combat Development and Integration, 3300 Russell Road, Quantico, Virginia 22134-5001. The COR will distribute the reports to the sponsor in accordance with (IAW) MCO 3902.1D.

b) Reports:

1) Reports shall be provided to the COR at: Operations Analysis Directorate (C 195), Combat Development and Integration, 3300 Russell Road, Quantico, VA 22134-5001. Reports consist of an Interim Report, the Draft Final Report and the Final Report.

i. Interim Reports. Interim reports shall be provided at designated points during the study and shall be delivered electronically via email and/or File Transfer Protocol (FTP), accompanied with a DD 250 for receipt by the COR. The Government shall have up to 30 calendar days to accept the report deliverable via COR signature on the DD 250. A minimum of 4 interim reports shall be provided on a 90 days window per report. The reports shall be tied to the completion of the deliverable. The reports shall be in the same format of the final report and shall, at a minimum, contain a summary of all documents or interviews used in research; initial findings; conclusions; and recommendations, with appropriate supporting data/information. The reports shall logically lead to the development of the draft final and final reports. If the report is to be briefed at an In Progress Review (IPR), the brief shall be delivered to the COR a minimum of three (3) business days prior to the IPR.

In-Progress Reviews (IPRs). IPRs are required as part of the interim report. The IPR is a briefings that cover the results of the Contractor’s efforts on specific tasks, phases, or reports. These briefings shall be given by the Contractor to the OAD Study Lead, Study Sponsor and the COR. The proposed agenda for the IPR shall be delivered to the COR at least three (3) business days prior to the IPR. If the IPR includes any form of teleconferencing, the brief shall be provided to the COR for distribution at least three (3) business days prior to the IPR. At a minimum, an in-progress review shall be proposed to coincide with each interim report proposed.

ii. Draft Final Report (DFR):

The DFR shall fulfill the same requirements as interim reports and shall lead to the logical development of the final report. The DFR shall be delivered to the COR electronically via email and/or FTP with DD 250 receipt no less than 105 calendar days prior to the end of the period of performance, unless otherwise instructed in paragraph 5.c., “Period of Performance”. The Government requires up to 30 calendar days for review and DD 250 receipt.

iii. Final Report:

The Final Report shall be submitted to the COR within 30 calendar days after receipt of Marine Corps comments on the DFR. The Contractor shall obtain acceptance via DD 250. The final report shall include appropriate electronic media containing the final report in Microsoft Office application, or compatible format IAW guidelines set forth in paragraph 7. The Government shall respond within 45 calendar days to inform study contractor of Government decision on the final report (i.e., studies requiring software/model development may have a longer review period). The Government shall provide acceptance of this final deliverable via the signed DD 250.

c) Delivery Method:

The Contractor shall provide all deliverables electronically to the COR. The Interim Report and the Draft Final Report shall be provided electronically via email to the COR. The Final Report shall include 3 copies as a Compact Disc.

Microsoft (MS) Office, Professional Edition, and Adobe products are approved for use in completing this study, including the deliverables. Any exceptions must be justified and approved by the COR prior to use. Electronic files for all progress, interim, draft final and final reports must be provided in a MS Office application.

For the purposes of this PWS, electronic files are files that are e-mailed; also, the term CD is used generically and includes CD-R, CD-RW, DVD-R and DVD-RW. E-mailed files may not be greater than 5 megabytes; however, please note that the CD submitted with DD 250 is the official final deliverable.

Only the Final Product, and products larger than 5 megabytes, are required to be delivered on CD. The Final Product shall be delivered via both MS Office applications and Adobe Acrobat as a Portable Document Format (pdf). The purpose of the pdf is to ensure that a copy of the Final Product is maintained in the Government’s contract records. All deliverables made using an MS Office application must be made such that the COR can pull excerpts as required from the documents delivered. Documents cannot be in a read-only mode. There is no prohibition against making pre-Final Product deliveries in Adobe as long as they are also made in a MS Office application.

8. Additional Requirements.

a) The Contractor shall include in their proposal a detailed explanation of any models, analytical techniques, and/or databases that will be used for this effort. The details shall include the proposed commercial application/system and/or proposed development of a non-commercial application/system. The resultant material shall be provided to the U.S. Marine Corps, free of contractor/corporate markings, logos, slogans, trademarks, etc., as part of the deliverables. All software deliverables shall, at a minimum, include: algorithms (with function descriptions), executable source codes, pseudo codes and unlimited rights for non-commercial and developmental items and copies of any licenses for purchased commercial software for all models. Data shall be sufficient and relevant to support the Contractor’s findings and be consistent with fact. Test and demonstration will be required as an additional task for models. Third-party and Contractor proprietary applications will not be used unless otherwise agreed upon in writing by the Contracting Officer prior to the commencement of the work.

b) Any assumptions required, in addition to those listed above, must be specifically approved by the COR, and shall be clearly identified in each of the reports.

c) Supporting rationale must be provided for all findings and references cited.

d) The draft final and final reports shall include an annotated, stand-alone executive brief package suitable for use with flag officers. The brief package shall include background, methodology, major findings, courses of action, and recommendations.

e) The draft final and final reports shall include a one-page abstract that provides the major points and conclusions of the study, and a Standard Form 298, Report Documentation Page.

f) The draft final and final reports shall include an executive (General Officer/Senior Executive Service Level) summary that includes background, methodology, major findings, courses of action, recommendations and/or conclusions. This document shall not exceed two (2) pages in length.

g) All reports and submissions are required to be reviewed by technical editors. The contractor is responsible for submission of products that have been professionally edited by technical editors. Government Furnished Information has been provided by OAD to better guide the contractor with editing of final products.

h) The contractor shall address all draft final and final report comments/questions/concerns through the completion and submission of a comment resolution matrix. This excel file will be provided with the other references.

i) A kick-off meeting and brief on the study plan shall be conducted by the Contractor no later than 10 business days after contract award. The Contractor shall provide meeting minutes for Government review after all formal and informal meetings, interim report review meetings, IPRs and at other appropriate meetings as deemed necessary. The Contractor shall coordinate these meeting with the COR ensuring that, at a minimum, the Study Lead and Sponsor’s Project Officer are in attendance. Study Advisory Committee (SAC) participation is highly recommended.

j) Travel. Various travel requirements may be necessary to support this effort.

1) Local Travel. Local travel within the Washington, D.C. metropolitan area may be necessary. The Contractor shall not be reimbursed for local travel within a 50-mile radius of MCB Quantico.

2) Non-local Travel. Non-local travel may be required from/to areas outside the Washington, D.C. metropolitan area, CONUS and OCONUS, based on the Contractor’s means and methods to accomplishing the outlined tasks. The Contractor shall be reimbursed for all non-local travel outside of a 50-mile radius of Marine Corps Base Quantico, Virginia. The Contractor shall propose non-local travel as required in support of their technical approach to the tasks. Prior written approval by the COR is required for all travel IAW Joint Travel Regulations.

9. References and Materials.

a) References. The following documents/material shall be obtained by the study contractor during the literature search/data collection portion of this study:

1) Marine Corps Studies System (MCO 3902.1D)

2) OAD Style Guide

3) Comment Resolution Matrix

4) National Security Act of 1947 (amended)

b) Government Furnished Materials. The following documents/material shall be provided as Government furnished material by the Study Sponsor upon initiation of this study effort. If necessary and able, OAD will provide a reading room upon request to review GFM during the solicitation process. A list of all documents/ materials/references required for completion of the study is listed below:

1) N/A