Attachment 2b- Initial TO PWS_MIB (Revised).pdf

PWS for Initial Task Order

Performance Work Statement (PWS) in Support of

Deputy Commandant Combat Development & Integration

Capabilities Development Directorate Initial Task Order 3- Planning and Analysis Services

1. INTRODUCTION

The scope of this effort includes provisions for analytical, technical, and capability portfolio management support to the Marine Air Command and Control System (MACCS) Integration Branch

(MIB), Aviation Combat Element (ACE) Division, Capabilities Development Directorate, Deputy

Commandant for Combat Development and Integration (DC, CD&I).

1.1 MIB MISSION: The MIB supports the DC, CD&I by developing and integrating war fighting capabilities solutions enabling an effective U. S. Marine Corps capability to respond to strategic challenges and opportunities. In consideration of overarching national strategic and service guidance and concepts development, the branch conducts analysis across the complete spectrum of Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities, and Policy (DOTMLPF-P). The identification of Enterprise-wide capabilities, gaps, capability excesses, solutions, and risk areas is incorporated into the development of the Marine Corps Force Integration Plan (FIP) and other capabilities development documents resident within the Joint Capability Integration Development

System (JCIDS).

2. SUPPORT REQUIREMENTS

This task order directly correlates to CLIN 0002 Planning and Analysis Support in the Indefinite

Quantity, Indefinite Delivery (IDIQ) contract; moreover, the following is a list of general requirements:

2.1. WORK LOCATION. Principal performance will occur at Government’s site (pending waiver approval by cognizant authority at the MCB Quantico, VA), more specifically, the Marine Corps Base

Quantico (MCB-Q) in VA. Limited work will occur off-site but not as a full-time place of performance.

The Contractor is required to possess all facilities, equipment, applications, and related infrastructure required to support their technical and management operations.

2.2. TRAVEL REQUIREMENTS. Occasional travel for coordination of support efforts in the local area is anticipated. Government directed CONUS travel may be required. Only Government-directed travel outside of the local Northern Virginia area will be accomplished via the travel CLIN. Local travel will not be reimbursed.

2.2.1. MEETING SUPPORT. The Contractor shall provide support for off-site meetings and working groups as necessary to facilitate task execution (and in accordance with MEETING SUPPORT requirements listed in the IDIQ).

2.3. PERFORMANCE MANAGEMENT. The Contractor shall provide the necessary resources and infrastructure to manage and administer this task order. The selection of teaming partners, subcontractors, facilities, and other business considerations is discretionary on the part of the Contractor, so long as they conform to the labor categories, pricing, and performance terms and conditions that bind the prime. The

Contractor shall establish processes, assign appropriate management, and support resources to this task order and to interface with CDD’s COR. This shall include management of staffing actions, subcontractor management, finance, and Government interface with CDD and RCO-NCR staff. At all times, the prime

Contractor shall be responsible for the actions of its teaming partners and subcontractors.

2.4. GOVERNMENT RESPONSIBILITIES AND INTERFACE. CDD's designated COR will have technical cognizance over the tasks listed herein. The COR will execute responsibilities related to quality compliance and performance oversight; deliverables acceptance; invoice certification; and coordination of follow-on work efforts. Only the contracting officer will interface with the prime Contractor’s representative for payment and administrative issues.

2.5. TECHNICAL PERFORMANCE QUALITY. Site Lead for the contractor team can either be the

Prime or a Subcontractor, however, 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 each task order.

2.6. STAFF QUALIFICATIONS. The Contractor shall be responsible for staffing, competency training, guidance, and supervision of personnel performing any resulting task orders. The Contractor shall accomplish the assigned work by employing and utilizing qualified personnel possessing an appropriate combination of education, training, and experience required to respond to the criteria contained herein. Staff initially assigned shall provide the benchmark for replacement staff qualifications and no dilution of such qualifications, or reduction in performance shall be incurred by the Government as a result of staff reassignment/departure.

2.7. SECURITY CLEARANCE. The Contractor shall take all necessary steps to assure that

Contractor and any subcontractor personnel performing under this contract are persons of professional and personal integrity and trust and meet all other requirements stipulated in this PWS.

2.7.1 The Contractor shall be responsible for ensuring all contract personnel are U.S. citizens and possess an in-scope (per current DoD 6-year reinvestigation requirement), favorable, Single Scope

Background Investigation (SSBI) / T5 investigation (to include SBPR, PPR or T5R), or currently enrolled in the DoD Continuous Evaluation (CE) / Continuous Vetting (CV) program, adjudicated for Sensitive

Compartmented Information (SCI) eligibility by the DoD Central Adjudication Facility (DoD CAF) without conditions, exceptions, or waivers at the time of award and prior to performance under this contract.

All Contractors are subject to random Counterintelligence Scope Polygraph (CSP) examinations as part of the Director of Intelligence's Continuous Evaluation Program.

The Contractor shall ensure it and any subcontractors have completed all DD Form 254 requirements prior to commencing any work under this contract.

The Government will provide the Contractor access to NATO, Secured Internet Protocol Router

Network (SIPRNet), and Joint World-wide Intel Communication System (JWICS) terminals at the

Government facility located at Raymond G. Davis Building, 3300 Russell Road, Quantico, VA 22134 as required at the task order level.

2.7.2 Physical Security. The Contractor shall safeguard all Government property and information provided in performance of this contract. Contractor employees shall be subject to all CD&I security procedures and any other applicable installation access and security regulations.

2.7.3 Facility Clearance. The contractor shall have an active final Top Secret Facility Clearance

(access to COMSEC and NATO) without any Special Limitations that restrict access.

2.7.4. Subcontracting. Before any subcontracting can take place, approval from the CD&I SSO is required. DD Form 254 is required.

2.7.5 Place of Performance. The contractor performance will be at Combat Development and

Integration (CD&I) 3300 Russell Road on Marine Corps Base Quantico, Virginia.

2.7.6 FAR 52.204-2 Security Requirements.

(a) This clause applies to the extent that this contract involves access to information classified

“Confidential,” “Secret,” or “Top Secret.”

(b) The Contractor shall comply with-

(1) The Security Agreement (DD Form 441), including the National Industrial Security Program

Operating Manual (DoD 5220.22-M); and

(2) Any revisions to that manual, notice of which has been furnished to the Contractor.

(c) If, subsequent to the date of this contract, the security classification or security requirements under this contract are changed by the Government and if the changes cause an increase or decrease in security costs or otherwise affect any other term or condition of this contract, the contract shall be subject to an equitable adjustment as if the changes were directed under the Changes clause of this contract.

(d) The Contractor agrees to insert terms that conform substantially to the language of this clause, including this paragraph (d) but excluding any reference to the Changes clause of this contract, in all subcontracts under this contract that involve access to classified information.

2.8. PHYSICAL RESOURCES. The Contractor shall have all necessary equipment, models, tools, software applications, infrastructure (e. g. wired or wireless telephone networks, laptops, etc. and other resources necessary to execute performance of task orders. No additional charges will be made to the

Government to purchase equipment, software, or other tools necessary to perform task orders following their award.

3. SPECIFIC REQUIREMENTS

3.1. The MACCS Integration Branch supports the DC, CD&I by developing and integrating war fighting capabilities solutions enabling an effective U. S. Marine Corps capability to respond to strategic challenges and opportunities. In consideration of overarching national strategic and service guidance and concepts development, the branch conducts analysis across the complete spectrum of Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities, and Policy (DOTMLPF-P). The identification of Enterprise-wide capabilities, gaps, capability excesses, solutions, and risk areas is incorporated into the development of the Marine Corps Force Integration Plan (FIP) and other capabilities development documents resident within the Joint Capability Integration Development System (JCIDS).

3.2. Five specific areas of effort require SME support: Aviation Command and Control (AC2) capability and capacity, Ground Based Air Defense capability and capacity, Air and Missile Defense

(AMD) capability and capacity, Aviation Ground Support (AGS) capability and capacity, and Aviation

Ground Based Sensors capability and capacity.

3.2.1. TASK 1: Provide technical support to CDD Divisions and Capability Portfolio Management

(CPM) functions. Analyze requirements, resolve issues, draft documentation, and provide recommendations. Provide systems engineering expertise; assess and develop tools and methodologies that improve the DoD Architecture Framework (DoDAF) modeling process. Establish and maintain data libraries, establish and maintain a high-confidence data integrity model with exportable content and open-systems structure, and conduct DOTMLPF-P assessments of candidate solutions. Provide expert recommendations of impacts. Support the ACE Division advocacy and Warfighting Enterprise

Programing Team (WEPT) functions.

3.2.2. TASK 2: Support the JCIDS and USMC Planning Process. Follow the JCIDS and USMC

Planning Process. Develop and maintain documentation consistent with program phases and system complexity; conduct research, writing, and coordination with multiple service and joint service organizations to support development of operating concepts and doctrine and the revision of doctrinal publications. Accomplish tasks levied on the MIB from high headquarters, usually via the electronic task management system. Conduct Joint Capability Area (JCA) development and analysis; review documents and perform research and communicate with external partners up to the SCI-level across the spectrum of topics and functional areas. Provide SME support and participation in JCIDS process and document development. Conduct observation and assessment of developmental and operational testing and identification of candidate issues for further analysis. Support combat developer inputs for Integrated

Product Teams (IPTs); conduct studies and analysis required to underpin attributes for JCIDS documents in compliance with Portfolio Management development and management of Requirements Management

Plans and Analysis Plans (RMAP) or similar capability planning documents. Conduct systems engineering-based studies and analysis to support the analytical underpinning of attributes considered for

JCIDS documents, including the platform Operational Mode Summary/Mission Profile (OMS/MP), support of Capability Document to Purchase Description (PD)/Performance Specification (P-SPEC) cross walks, Systems Engineering IPTs, and Program Manager sponsored baseline reviews. Enlist SME inputs to process related Joint and Marine Corps specific documents based upon Operational Architectures.

Provide support and participation in the execution of the annual USMC Planning Process’s capture of accurate capabilities sets and metrics evolved through the JCIDS process. Conduct analysis of existing

CPM across all JCAs; identify capabilities and gaps contained in the Marine Corps Capabilities List

(MCCL), Marine Corps Gap List (MCGL) and Marine Corps Solutions List (MCSL) that have been previously developed. Determine traceability to applicable Mission Essential Tasks (METs), and Mission

Essential Task List (METL) areas. Provide reports detailing CPM support along with recommendations to consolidate and align the MCCL, MCGL, and MCSL information to the applicable MET and/or METL.

Develop methodologies that will support gathering, analyzing, and documenting data captured during the

MCGL, MCCL and MCSL phases of the USMC Planning Process.

3.2.3. TASK 3: Conduct Program Operations, Management and External Communications. Provide expertise aligned with CDD work priorities and task order objectives, interface on behalf of CDD stakeholders at Joint planning and technical forums to present findings and leadership positions, and develop and maintain corresponding Work Breakdown Structures (WBS) and reporting protocols consistent with task order objectives. Maintain active communications with stakeholder groups and other parties at OSD, Joint, and Service levels. Provide inter-Divisional support and communications for parallel working efforts across CDD operating Divisions, and coordinate expertise to ensure cohesion in the execution of immediate and ancillary task efforts. Attend up to SCI-level meetings and conferences at

MCIA, MCWL, MCSC, and external partners and agencies at the associated caveats in order to discuss and collect additional information for inclusion in capability gap analysis. Provide Total Force Structure

Management System (TFSMS) support to include tracking of and input to Table of Organization and

Equipment Change Request (TOECRs), update of Approved Acquisition Objectives (AAOs) and Table of

Authorized Material Control Numbers (TAMCNs). Review force re-set processes and support Analysis of Alternatives, DOTMLPF-P assessments, DOTMLPF-P Change Recommendation (DCR) reviews, and

Front-End Assessments that feed TFSMS processes. Develop and maintain an environment capable of supporting sustained analytical efforts using verified and validated architecture data; review and analyze

Program Objective Memorandum (POM) data prior to capabilities management decisions as they relate to funding. Submit POM campaign planning recommendations and baseline reviews mandated by the

MCFDS and HQMC Programs and Resources (P&R); submit technical briefing materials to support POM

Program Review Working Group meetings and CDD Capability Portfolio Management processes.

Recommend strategies for utilizing analysis data to support capability development decisions. Develop and maintain Defense Program Strategy Guidance considering such variables as risk-based funding, total asset visibility and funding profiles for procurements, Operations and Maintenance (O&M), and

Research, Development, Testing and Evaluation (RDT&E) efforts throughout the FYDP. Review, analyze, and recommend input to Marine Corps or Joint POMs through successful submission to

Congress; organize meetings, working group sessions and the like. Submit briefings, draft agendas for events, and draft meeting minutes. Observe, analyze, and review data from events to provide recommendations for potential inclusion in the MCFDS process based upon event outcomes. Provide expertise in the areas of data architectures/information exchange requirements (IER), Information

Assurance, and concept development in order to draft documents supporting Joint Staff mandated convergence efforts. Review and provide recommendations on Joint products pertaining to convergence efforts.

4. DELIVERABLES

The period of performance of the task order contract is a 12-month base with four, 12-month option periods from the contract award date. The following deliverables are required to be executed within the period of performance:

• DELIVERABLE 1: The contractor shall attend an Intake Meeting within 10 business days of task order contract award. The Intake Meeting will be organized and scheduled by the Government and will be held at the

Government’s site.

• DELIVERABLE 2: The contractor shall provide monthly status reports, due to the Contracting Officer

Representative (COR) on the 10th day of the following month for work accomplished from the first through the final calendar day of the previous month. This report shall be provided in both hardcopy and electronic media compatible with conventional MS Office applications. The report shall include the following information, at a minimum:

• Comparison of planned and actual task order performance

• Task progress during the past month, plans for the forthcoming month

• Problems (actual and anticipated) requiring Government action and summary of action required.

• Travel costs, including purpose of trips, duration, and relates actions, by tasks order, summary of trips taken (attach Trip reports for the reporting period)

• Total contract staffing by position and assignment

• Personnel turnover, utilization of subcontractors

• Future staffing projections

• Deliverables (by task) accepted or rejected, inclusive of the final day of the month, as well as the reason for rejection and timeline for resubmission

DELIVERABLE 3: MACCS Integration Branch (MIB) Support. The contractor shall provide support with development of military-based concepts and capabilities development, collaboration, and knowledge management systems. The contractor shall understand Marine Corps Operational Concepts, Doctrine, Total Force Structure Management System, the Systems

Approach to Training, Defense Acquisition Lifecycle Management, the leadership hierarchy, and JCIDS. The contractor shall demonstrate the ability to conduct collaborative assessment and facilitation with proven decision support tools and techniques. The contractor shall have documented MACCS experience or background, have served in the requirements management field in the past, and be familiar with United States Marine Corps MACCS doctrine. Additionally, the

Contractor shall have significant experience with basic understanding of the MACCS, training curriculum management as well as experience with the JCIDS process.

• DELIVERABLE 4: MIB Capability Development. The contractor shall provide analytical and technical support for quantitative analysis and stakeholder vetting of recommendations at each step of the JCIDS process.

Subject matter expertise must ensure MIB interests are suitably represented at Integrated Product Teams, working groups, and high-level oversight boards. The contractor shall support all programs that fall under

AC2, GBAD, AMD, AGS, and Aviation Ground Based Sensors. For clarity, below is a list of current programs that fall under AC2, GBAD, AMD, AGS, and Aviation Ground Based Sensors; these names/systems may change over time but are offered as a way to explain the general nature of the programs managed by the MIB:

• Common Aviation Command and Control (CAC2S)

• CAC2S Small Form Factor; CAC2S float

• Air Traffic Navigation, Integration, and Coordination System (ATNAVICS)

• Theater Battle Management Core System (TBMCS) and Air Battle Management System (ABS)/TBMCS

Replacement

• AN/TPS-80 Ground/Air Task Oriented Radar (G/ATOR)

• Composite Tracking Network (CTN)

• Marine Air Defense Integrated System (MADIS) Family of Systems (FoS)

• Medium Range Intercept Capability (MRIC)

• Multi-Domain Radar in a Contested Environment (MuDRaCE) FoS

• Expeditionary Fire and Rescue (EFR) FoS

• Expeditionary Airfield (EAF)

• DELIVERABLE 5: MIB Technical Analysis. The contractor shall develop recommendations of MIB specific system metrics and performance assessments of capability gaps that will assist in the development of capability development strategies for programs in the MIB portfolio.

• DELIVERABLE 6: MIB Technical Resolution. The contractor shall track and facilitate resolution of technical issues in order to iteratively develop a final approved set of recommendations and suitable Courses of

Action (COAs) to address existing, emergent and new capabilities/gaps. Relevant stakeholder organizations include: MARCORSYSCOM, Training and Education Command (TECOM), Marine Corps

Warfighting Lab (MCWL), Program Executive Office Land Systems (PEO-LS), PMA-251 Air Launch &

Recovery (ALRE), Aviation Expeditionary Enablers (AXE), Office of Naval Research (ONR), Defense

Advanced Research Projects Agency (DARPA), Joint Counter small Unmanned Aircraft System Office (JCO) and Joint Integrated Air Missile Defense Office (JIAMDO).

• DELIVERABLE 7: JCIDS Process Support. The contractor shall analyze and recommend solutions and capabilities to support JCIDS development based upon emergent needs, approved gap analysis, identified capability shortfalls, and recommended materiel and/or non- materiel solution(s) as related to current and future

MIB capability areas. These include AC2, GBAD, AMD, AGS, and Aviation Ground Based Sensors.

• DELIVERABLE 8: MIB Draft Documents. The contractor shall draft MIB-related Memorandums of

Record, Naval Correspondence, Information Papers, Decision Papers, and GENADMIN Naval Messages for

Government review prior to release. The contractor shall also staff the concepts and requirements documents to

Marine Corps Operating Forces and Major Commands. Additionally, the contractor shall adjudicate comments and revise documentation as needed to ensure content accuracy.

• DELIVERABLE 9: MIB Needs Statements. The contractor shall, in accordance with Chairman of the

Joint Chiefs of Staff Instructions (CJCSI) 3170 JCIDS, draft all new or review existing Universal Needs

Statements (UNS), Urgent UNS and Joint Universal Operational Needs Statements (JUONS), Statements of

Need (SON), Urgent Statements of Need (USON) and DCRs in order to determine any necessary changes or additions.

• DELIVERABLE 10: MIB DOTMLPF-P. The contractor shall draft DOTMLPF-P Analysis

Summaries, DOTMLPF-P Analysis Recommendations, Capability Gap Analyses, Materiel and Non-materiel Solution Recommendations and Capability Road Maps and Briefing Products of ongoing and emerging capabilities in order to inform the Government on changes and recommendation for MIB capabilities.

• DELIVERABLE 11: MIB Document Review and Comment Resolution Matrices. The contractor shall produce Comment Resolution Matrices for all needed MIB document reviews.

• DELIVERABLE 12: MIB RFIs, Doctrine Reviews, & TTP Support. The contractor shall provide input to Request for Information responses to key internal and external stakeholders, Doctrine Reviews and

Updates, and TTP recommendations.

• DELIVERABLE 13: Capabilities Based Assessments. The contractor shall participate in the USMC

Planning Process and other services’ annual advisory groups and working groups to ensure USMC MACCS and AGS equities are integrated. The Contractor shall provide summaries of those events for other MACCS and AGS equities to review.

• DELIVERABLE 14: Capability Briefs. The contractor shall produce capability brief presentations concerning AC2, GBAD, AMD, AGS, and Aviation Ground Based Sensors to inform the Government of MIB capability areas and their contributions to the larger MACCS requirements.

• DELIVERABLE 15: Update MCCL, MCGL, and MCSL. The contractor shall draft updates and identify any needed modifications, deletions, or additions to the Marine Corps Capabilities List (MCCL), Marine Corps

Gap List (MCGL) and Marine Corps Solution List (MCSL). The MCCL, MCGL, and MCSL are required to be validated and prioritized with key stakeholders.

• DELIVERABLE 16: TFSMS Support. The contractor shall provide research and analysis of Table of

Organization/Equipment Change Requests (TOECR) to increase or decrease Authorized Acquisition

Objectives (AAO) and update End Item Exit Dates in order to manage MACCS-related Table of Authorized

Material Control Numbers (TAMCN) in the Total Force Structure Management System (TFSMS).

• DELIVERABLE 17: Capabilities Development Support. The contractor shall perform analysis of the below listed activities/events and provide an assessment of impacts to MIB programs. Deliverables/reports provided will support capabilities development for current and future material and non-material requirements to support the Marine Corps.

• Marine Air Command and Control Ground Systems (MAC2GS) and AGS Operational Advisory Groups (OAGs)

• Marine Air Command and Control Working Committees

• Joint Capabilities forums, GBAD forums

• Joint Integrated Air Missile Defense forums

• Protection Functional Capabilities Board

• Integrated Architecture Development IPTs

• Capabilities Development IPTs / Working Groups

• Acquisition IPTs

• DELIVERABLE 18: MIB IPT and Meeting Participation. The contractor shall participate in MIB related

IPT and other meetings that support efforts to transition technologies and develop JCIDS documentation and ensure that these actions are documented in detail in the prescribed meeting summary reports. Meeting summary reports will be provided to the CIO for review within two working days following the IPT or meeting.

• DELIVERABLE 19: MIB JCIDS Briefings. The contractor shall prepare MIB briefings for Gatekeeper review and presentation before the Functional Capabilities Boards and Joint Capability Boards.

• DELIVERABLE 20: MIB Deliverables. The contractor shall provide the following deliverables in relation to the specified PWS paragraphs. The level of effort necessary for each deliverable is annotated by a Due Date and Quantity which signifies when and how often the product is required, i.e., Due: Monthly; Qty: 1 (signifies 1 per month, for a total of 12). Those deliverables with due dates beyond the anticipated period of performance are not ‘final’ end items to be delivered by the contractor, but the Government requires input for the end items so that the Government can complete the final products on time. The Government and contractor together shall ensure proper submission workflow is established at time of award. All deliverables should be provided to either the COR or other designated point of contact at the start of the period of performance.

Unless otherwise agreed to by all parties, the Government will provide written acceptance, comments, and/or change requests, if any, within five business days from receipt of any formal deliverable. If written acceptance, comments, and/or change requests are not provided within five business days, the deliverable shall be deemed acceptable as written by the Contractor. If the Government provides comments and/or change requests, the Contractor shall have five business days from receipt of the Government correspondence to incorporate the comments and/or change requests and resubmit the deliverable. Formal quality control measures are expected to be executed for all formal deliverables under this task order. Upon task order expiration all Government work must be turned over to the Government in electronic format.

Deliverable

No.

Delivery Method Due Date Format Quantity

Intake Meeting

Within 10 business days of task order contract award

Location: CDD

Quantico, VA

2 Monthly Status Report Monthly MS Office Products, unless specified

3 MIB Support documents AS Req’s MS Office Products, unless specified

4 Capability Development

Recommendation Briefs

As Req’d MS Office

Products, unless specified

5 Technical Analysis documents As Req’d MS Office

Products, unless specified

Technical Resolution

Recommended Courses of Action As Req’d MS Office

Products, unless specified

JCIDS Process Support documents As Req’d MS Office

Products, unless specified

8 Draft Documents, to include

Information/Decision Papers

As Req’d MS Office

Products, unless specified

9 Draft/Review Statements of Need As Req’d MS Office

Products, unless specified

10 DOTMLPF-P Assessments documents

As Req’d MS Office

Products, unless specified

11 Comment Resolution Matrices As Req’d MS Office

Products, unless specified

12 MIB RFIs, Doctrine Reviews, and

TTP Support documents

As Req’d MS Office

Products, unless specified

13 Capability Based Assessments documents

As Req’d MS Office

Products, unless specified

14 Capability Briefs As Req’d MS Office

Products, unless specified

15 Update MCCL, MCGL, and MCSL documents

Annually MS Office

Products, unless specified

16 TFSMS Support documents As Req’d MS Office

Products, unless specified

17 Capabilities Development Support documents

As Req’d MS Office

Products, unless specified

18 MIB IPT and Meeting Participation documents

As Req’d MS Office

Products, unless specified

19 JCIDS Briefings Support documents As Req’d MS Office

Products, unless specified

20 MIB Deliverables documents As Req’d MS Office As Req’d

5. PERFORMANCE

5.1 TECHNICAL PERFORMANCE. Each of the cited task areas illustrate both conventional and unique attributes linked to objectives. The contractor shall support the execution of these requirements, ensuring an applied understanding of the JCIDS process, MC Planning Process, MIB responsibilities, and related facets of processes executed by adjacent activities / stakeholders. Core capabilities essential to performance include working with stakeholders and interface with functional subject matter experts, and documentation of processes and deliverables.

5.2 QUALITY CONTROL PLAN. The contractor is responsible for implementing and delivering performance that meets contract standards using its Quality Control Plan, as identified at the IDIQ level.

5.3 Contract Performance Review. The contractor, in conjunction with guidance provided by the COR, shall schedule and conduct a quarterly (based upon fiscal year) Program Review within 15 calendar days of the final day of the month for the period of performance (e.g., October - December – before Jan 16th). The location for this review shall be at the discretion of the Government. The agenda for the review shall be developed between the Contractor’s Program Manager and the COR. The agenda items shall include the task level elements of the

Monthly Progress Report, performance metrics, as well as any additional items deemed important by the parties. The Government reserves the right to change the timing (e.g., semi-annually vice quarterly), content and format, as required in writing by the contracting officer.

5.4 TRAVEL MANAGEMENT. Travel under this Task Order shall be in accordance with Section 2.2 of the

Contract. When the contractor is directed by the Government to travel in support of this program, the contractor is responsible for implementing a travel management program that ensures adherence to procedures and suitable controls to prevent unauthorized cost incurrence. Travel authorization requires pre- approval by responsible

Government staff prior to incurring costs. Travel is authorized at the COR level with direction given by MIB and shall be reconciled monthly and reported to the COR prior to invoicing. Costs incurred without authorization will not be reimbursed.

5.5 PERFORMANCE REQUIREMENTS SUMMARY (PRS)

Performance Characteristic Required Standard Measurement

Quality of Work Performed:

Provide acceptable or better results through the following:

• Technical accuracy, thoroughness of analysis and findings; and

• Completion and preparation to a professional standard.

< 5% rejection rate of all formal deliverables submitted under the performance provisions of the contract; and

<10% rejection rate of draft and first-time submissions.

- Reconciled weekly by MIB Leads;

- Reconciled monthly by COR /CPM and tracked as a three-month moving average.

Responsiveness: Timely response to discrete work requirements emerging at the CDD Division levels, including:

• Timely delivery of deliverables;

• Attendance at required meetings.

Initial response to any requests provided to COR within 24 hrs.; strategy provided to COR <48 hrs.

from notification, including:

- Delivery Schedule

- Project Timeline

- Deliverables; and

- Availability of staff.

- Periodic assessment by the COR, MIB

Leads as to the thoroughness of the response;

- Reconciled monthly by COR /CPM and tracked as a three-month moving average.

Management and Administration:

Includes the following measures of performance and compliance:

• Deliverables shall be complete, accurate, and prepared to a professional standard;

• Quality of the contractor’s overall technical management strategy;

• Ability to identify and preclude problems, or resolve issues; and

• Effectiveness of their use corporate quality practices, resolution of invoice anomalies, and WBS compliance.

Ratings considered:

Excellent – Exceeded performance expectations and abated, or immediately mitigated known problems;

Acceptable – Met performance expectations and generally responded to problems in a satisfactory manner; and

Unacceptable – Areas of inconsistent performance, prolific problems remain unresolved, and two or more performance areas are noted as substandard.

- Assessment by the COR, MIB Leads.

Performance evaluation at quarterly milestones;

- Reconciled monthly by COR/CPM and tracked as a three-month moving average.

- WBS stability and forecast use of labor resources to meet quality standards without increasing current performance scope (e.g., change orders <1%)