Updated.PM_ISI_Consolidated_Support_TO_0001.pdf

Exhibit B Task Order 0001

Performance Work Statement

For

Program Manager (PM) Information Systems & Infrastructure (IS&I)

Program Management Office (PMO) Support

1. Scope: The scope of this effort is to deliver portfolio management and analytic support, administrative and operations support, and core competency support within the areas of Program

Management, Logistics, Engineering, Contracts, and Financial Management within the Program

Manager, Information Systems & Infrastructure (PM IS&I) program management office (PMO). The requirements identified in this PWS will provide support to the following tiers of the PM IS&I organization:

- Tier 0: PM, Deputy Program Manager (DPM), and Assistant Program Managers. These are the leadership roles within PM IS&I.

- Tier 1: There are five (5) PdM offices in PM IS&I: Emergency Response Systems (ERS), Marine Corps Network and Infrastructure Services (MCNIS), Total Force Information

Technology Systems (TFITS), Information Technology Strategic Sourcing Initiatives

(ITSS), and Marine Corps Enterprise Information Technology Services (MCEITS). Each

Tier 1 consists of a Product Manager (PdM), Deputy Product Manager (DPdM), and functional area Competency Leads. These are the leadership roles within each of the five individual PdM offices, reporting to the higher PM-110 Tier 0 level.

- Tier 2: Twenty-two (22) PdM office Portfolio Managers, overseeing PdM office

Acquisition and Portfolio Management.

- Tier 3: PdM office Project Officers, managing Project-level Applications/Systems within the overarching Tier 2 structure.

2. Purpose: This Task Order establishes the administrative and operations support required to continue daily operations within the PM IS&I front office. Additionally, this Task Order establishes the competency subject matter expertise necessary to support the Tier 0 technical staff and APMs in the execution of programmatic duties and analytic efforts.

3. Contract/Program Management

- All Deliverables shall be submitted to the Contracting Officer’s Representative (COR) who will be responsible for Deliverable tracking and acceptance.

- The Contractor shall organize and attend PdM office meetings within 10 miles driving distance of the Quantico Corporate Center located at 1000 Corporate Drive, Stafford, Virginia.

Contractor personnel shall attend regular meetings with stakeholders in the general vicinity of

Marine Corps Base Quantico and as far away as the Pentagon. Contractor personnel are expected to be physically present at numerous meetings each week in support of PdM office

Integrated Product Teams at the Product, Portfolio and project levels.

- Contractor employees shall identify themselves as Contractor personnel by introducing themselves or being introduced as Contractor personnel and displaying distinguishing badges or other visible identification for meetings with Government personnel. In addition, Contractor personnel shall appropriately identify themselves as Contractor employees in telephone conversations and in formal and informal written correspondence.

- The Contractor shall report Contractor labor hours (including Sub-Contractor labor hours) required for performance of services provided under this contract for the United States Marine

Corps via a secure data collection site. Contracted services excluded from reporting are based on

Product Service Codes (PSCs). The excluded PSCs are:

1) W, Lease/Rental of Equipment;

2) X, Lease/Rental of Facilities;

3) Y, Construction of Structures and Facilities;

4) S, Utilities ONLY;

5) V, Freight and Shipping ONLY.

- The Contractor shall submit to the Contracting Officer's Representative quarterly reports showing the total amount of labor costs incurred under this task order, broken out for the Prime

Contractor and each Sub-Contractor. The Government will use this information to ensure the

Contractor's compliance with Federal Acquisition Regulation 52.219-14, Limitations on

Subcontracting.

Deliverable 0001: COR Quarterly Report

- Within five (5) working days of contract award, the Contractor shall organize and attend a kick off meeting.

- Within 30 days of contract award, the Contractor shall develop and maintain a contract management plan.

Deliverable 0002: Contract Management Plan (CMP)

- Within 30 days of initial award, the Contractor shall develop and submit a diagram of the company organizational chart depicting the personnel directory with the positions and matrix of support. Once developed, the diagram shall be maintained on a quarterly basis.

Deliverable 0003: Organizational Diagram

- The Contractor shall conduct quarterly In-process Reviews (IPRs) that address an overall assessment of contract status, project review, program risk, status of funds, status of vacancies, schedules, completed Deliverables, and concerns.

- The Contractor shall prepare and submit a Monthly Status Report (MSR) by the fifth (5th) calendar day, for the preceding month of performance, throughout the contract period of performance. The MSR shall cover monthly accomplishments, status of Deliverables, planned activities for the next month, status of invoicing and billing, updated risk list and any other items that need the Government’s attention. The Contractor shall collect and report on the performance metrics associated with Deliverable and schedule completion. The final format for the report shall be coordinated between the Government and Contractor. At a minimum the

MSR shall include:

- Contract Number

- Invoicing Period (start and end dates)

- List of accomplishments during the period by task/Deliverable

- Contract issues and risks ranked by severity

- Contract Line Item Number status

- Rationale for deviations from schedule with mitigation plan

- Any other significant issues (schedule, technical, resource, etc.) with proposed resolution

Deliverable 0004: Monthly Status Report

- Contract Final Report - The Contractor shall deliver a contract final report summarizing the entire period of performance. The report shall include a summary of all MSRs delivered. The report shall include all contract accomplishments, deviations from plan with background information, and lessons learned from contract activities (what has been experienced, and process improvement recommendations). The Contractor shall provide with the final report a complete set of indexed contract documentation, including the closed contract.

Deliverable 0005: Contract Final Report

- During the performance of their duties, the Contractor will working closely with the

Government project teams and will be exposed to program and project level data. All

Contractor personnel supporting this contract will be required to sign and submit a U.S.

MARINE CORPS SUPPORT CONTRACTOR NON-DISCLOSURE AGREEMENT

(INDIVIDUAL) and may be ineligible to compete in future system integration contracts.

4. Types of Support

4.1 Tier 0 Support (Program Management Office Level Support)

4.1.1. Reserved.

4.1.2 Assistant Program Manager (APM) and Tier 0 Technical Staff Support: The PM workload is assigned to the APMs in functional areas aligned with the DoD

Acquisition Framework across the initiation, development deployment, operations and disposal of programs and projects within the PM IS&I portfolio.

The APMs are assisted by members of the technical staff who serve as subject matter experts in specific competency areas. APM and technical staff support includes: program management, life cycle logistics, engineering, risk management, information assurance, contracting, and financial management.

The Contractor shall provide program management and acquisition support to functional roles assigned to the APMs and members of the technical staff that support PM IS&I. The Contractor shall perform program/project management analysis, support, and coordination for multiple Acquisition Category (ACAT) and Abbreviated Acquisition Programs (AAPs), as well as an assortment of managed and supported projects that are not established programs but require project management expertise and analysis. These programs and projects vary in scope and complexity across the PM IS&I portfolio. The Contractor shall provide analysis of program/project documentation in support of APM-PM efforts. Analysis of program/project documentation and supporting tasks requires an in-depth knowledge of the DoD 5000 Defense Acquisition

Management System, in addition to DoN and Marine Corps Systems Command

(MCSC) supplemental policies and regulations. The Contractor shall support and participate in Integrated Product Groups (IPTs), industry, and government meetings as required. The Contractor shall support requirements such as the following, which include, but are not limited to:

- Draft, develop, review, and provide analysis of acquisition documentation in support of meeting program goals and objectives

- Ensure that documentation is in compliance with all mandatory DoD, DoN, and MCSC policies, directives, and regulations

- Develop detailed process and documentation in accordance with the MCSC

Acquisition Guidebook and associated processes

- Provide detailed analysis and assessment within functional areas

- Record and disseminate meeting minutes and action items

- Support the APM staff in preparation for IPT efforts

- Support the PM and his staff in the conduct of Milestone Assessment Team

(MAT) reviews

Deliverable 0008: Tier 0 Analysis and Reports

Deliverable 0009: Tier 0 Briefings

Deliverable 0010: Tier 0 Meeting Minutes

Deliverable 0011: Tier 0 Action Items

Deliverable 0012: Tier 0 Financial Execution Reports

Deliverable 0013: Tier 0 Contract Status/Summary Reports

Deliverable 0014: Project Management Review and Quad Chart Templates

Deliverable 0015: Standard Operating Procedures/Process Guides

4.1.2.1 Assistant Program Manager-Program Management (APM-PM) Support:

The Contractor shall provide ongoing program management and acquisition support to the APM-PM. The Contractor shall perform program/project management analysis, support, and coordination for multiple Acquisition

Category (ACAT) and Abbreviated Acquisition Programs (AAPs), as well as an assortment of managed and supported projects that are not established programs but require project management expertise and analysis. These programs and projects vary in scope and complexity across the PM IS&I portfolio. The

Contractor shall provide analysis of program/project documentation in support of

APM-PM efforts. Analysis of program/project documentation and supporting tasks requires an in-depth knowledge of the DoD 5000 Defense Acquisition

Management System, in addition to DoN and Marine Corps Systems Command

(MCSC) supplemental policies and regulations. The Contractor shall support and participate in Integrated Product Groups (IPTs), industry, and government meetings as required. The Contractor shall support requirements such as the following, which include but are not limited to:

- Draft, develop, review, and provide analysis of acquisition documentation in support of meeting program goals and objectives.

- Ensure that documentation is in compliance with all mandatory DoD, DoN, and MCSC policies, directives, and regulations.

- Provide detailed analysis of project and program schedules as Microsoft

Project files.

- Record and disseminate meeting minutes and action items.

- Support the APM staff in preparation for IPT efforts and MAT reviews.

4.1.2.2 Assistant Program Manager-Logistics (APM-LOG) Support:

The Contractor shall provide technical support to the APM-LOG in order to ensure sufficient and thorough logistics support planning throughout the initiation and execution of programs and projects within the PM IS&I portfolio.

Support requires knowledge and experience in the following disciplines:

Integrated Logistics Assessments (ILAs), Maintenance Planning, Supply

Support, Technical Data, Facilities, Configuration Management (CM), Reliability, Maintainability, Supportability, Technical Reviews, Requirements

Management and Risk Management. The Contractor shall support requirements such as the following, which include but are not limited to:

- Provide general and specific program input to assist the APM-LOG in implementing technical policies, milestone decision reviews, and ILAs.

- Assist with acquisition documentation review and staffing (i.e. Material

Fielding Plans (MFPs), Life Cycle Sustainment Plans (LCSPs), Logistics

Requirements Funding Summaries (LRFSs), etc.).

- Assist review, development, and analysis of logistics taskers and responses

(review of command policies, handbooks, guidebooks, etc.).

- Assist the APM-LOG in establishing common logistics business processes and procedures.

4.1.2.3 Assistant Program Manager-Engineering (APM-ENG) Support:

The APM-ENG is responsible for assisting programs to succeed by disciplined application of Systems Engineering (SE). The APM-ENG facilitates the efforts of SE in the PMO and ensures that SE is implemented consistently for all programs. The Contractor shall provide technical support to augment the APM-

ENG in the performance of the mission described above. Engineering personnel supporting this effort must have specific knowledge of the DoD, DoN, and

MCSC policy and procedures for SE and have experience in the following disciplines: Test & Evaluation, Engineering & Design Tools, Industrial Base, Quality Processes, Human Factors Engineering, Producibility, CM, Reliability, Maintainability, Supportability, Technical Reviews, Software Engineering, Requirements Management, Risk Management, and Open Architecture.

The Contractor shall provide experienced systems engineering assistance to the

IS&I APM-ENG. Specific areas of support and Deliverables include, but are not limited to the following:

- Provide support to the APM-ENG in establishing SE programs goals and objectives within the PMO.

- Provide general and specific program input to assist the CLE in implementing technical policies.

- Assist the APM-ENG to ensure all technical requirements are properly addressed.

- Assist with engineering documentation reviews, tracking, and categorization.

- Provide technical support for engineering/technical meetings (PMO

Quarterly Reviews, APM, and other related meetings as required.)

- Prepare meetings Action Item reports.

- Prepare weekly engineering status/significant events report.

- Assist with engineering taskers support (review of command policies, handbooks, guidebooks, etc.)

- Provide support for technical reviews.

- Provide support on the implementation of MCSC Technical Authority Policy

- Assist the APM-ENG in establishing Capability Maturity Model Integration

(CMMI) common business processes and procedures for all programs.

- Assist the APM-ENG in developing and implementing a standard Risk

Management process at the PMO management level.

- Prepare and provide IS&I presentations when required.

4.1.2.4 Information Assurance:

The Contractor shall support the Tier 0 IA team lead through completion of the following efforts:

- Review and assess current DoD IA Certification and Accreditation

(DIACAP) approach for IS&I programs.

- Assist the IAM in the development and maintenance of DIACAP requirements within Marine Corps business for system certification and accreditation. Maintain status of all DIACAP related certification and accreditation support within the PMO.

- Assist the Project Lead as directed in preparing documentation to convert the requirements to standardized IA Certification and Accreditation.

- Provide support for USMC enterprise (XACTA) and local DIACAP documentation preparation and routing tools.

- Develop standard, tailorable language for IS&I SOWs and contracts, which clearly articulates vendor IA requirements in order to comply with DIACAP, Federal Information Systems Management Act (FISMA), and other policy and guidance.

4.1.2.5 Assistant Program Manager-Contracting (APM-CT) Support:

The APM-CT is responsible for the oversight, planning, and award of program office managed procurement efforts in order to accomplish mission goals and objectives. The Contractor shall provide experience contracting support to assist the APM-CT with the specific areas of support and deliverables listed below:

- Report status of contractual actions in approved formats and post in CT

SharePoint.

- Prepare and update PMO level contracting action summaries and graphs.

- Assist the APM-CT with providing recommendations for improvements to internal program office contracting processes.

- Support contracting analytic efforts as required in order to improve processes and better inform procurement strategies.

- Prepare and provide IS&I presentations when required.

4.1.2.6 Assistant Program Manager-Financial Management (APM-FM) Support:

The APM-FM is responsible for the formulation, budgeting, justification, and execution of financial resources necessary to accomplish IS&I programs/efforts to accomplish mission goals and strategic objectives. The Contractor will provide experienced financial management support to the APM-FM as specified.

Specific areas of support and deliverables include the following:

- Report status of financial commitments, obligation and expenditures in approved formats and post in FM SharePoint.

- Prepare and update PMO level budget status summaries and graphs.

- Prepare IS&I Budget Control Summaries and IS&I Budget Control Tracks at each budget stage (NAVCOMPT, OSD and PB) and post in FM SharePoint.

- Assist the APM Lead FM with providing recommendations for improvements to IS&I financial management processes.

- Provide recommendation for a process for fiscal closeout of IS&I expired funding accounts including preparation of a new Fiscal Closeout Status

Report and a Weekly Report of Recommended Fiscal Closeout Actions per

PM funding lines.

- Support tri-annual reviews of commitments and obligations.

- Coordinate, consolidate, and maintain phasing plans and Budget

Management Builder (BMB) tool.

- Participate in BMB IPT and assist with BMB improvements as required.

- Prepare financial process charts when required.

- Prepare and provide IS&I Presentations when required.

4.1.2.7 Tier 0 Technical Staff Support:

In addition to the APM staff, the Tier 0 Technical Staff provides support to the APMs and directly to the PM and DPM on a multitude of efforts, to include participation in Command and Tier 0 level integrated product teams and developing, drafting, and coordinating responses to internal and external taskers.

The primary objective of the Tier 0 Technical Staff is to improve processes within the program office and conduct analysis of existing data and documentation to support informed decision making. The Contractor shall provide the analytic and acquisition expertise necessary to support:

- Process analysis and improvement

- Risk assessment and analysis

- Manpower estimating

- Schedule trend analysis

- Development and implementation of program office metrics

4.1.3 Competency Management Support: The APMs provide expert advice, mentoring, and promote personnel career development within the competency areas of program management, life cycle logistics, contracting, financial management, and engineering. The Contractor shall support the APMs in executing the competency hiring process (i.e. scheduling interviews, maintaining the Table of Organization structure, and related tasks). The APM SharePoint portal consists of five (5) separate sub-sites. Each sub-site supports an individual competency/APM (program management, life cycle logistics, contracting, financial management, and engineering). The Contractor shall manage the APM

SharePoint portal which shall include, but is not limited to:

- Posting all competency-specific human resource planning, APM Milestone

Assessment Team (MAT) documentation, and training requirements for all

PM IS&I personnel.

- Providing office management and administrative support to include management of SharePoint Portal documentation, as well as upkeep and development of SharePoint folders, links to Department of Defense (DoD), Department of the Navy (DON), and Marine Corps sites as deemed necessary.

- Enhance and update the APM SharePoint portal and sub-sites.

- Collect and manage updates to existing references and documentation and post relevant information to the APM SharePoint portal and sub-sites.

- Support APM business operations and provide direct support in gathering and reporting data.

4.1.3.1 In accordance with paragraph 4.1.3, the Contractor shall support each of the five APMs and technical staff as required in the day to day management of the APM SharePoint portal and human resources related functions as described above. SharePoint management does not include development or administration of the SharePoint site and sub-sites.

4.2 Reserved

4.3 Reserved

4.4 Administrative and Operations Staff Support

4.4.2 Administrative Support: The Contractor shall provide administrative support at the Tier

0 and Tier 1 levels. Administrative support functions require proficiency in the use of the

Microsoft Office Suite. Specific examples of required support include:

- Prepare, review, track and file official correspondence

- Prepare official messages using AMHS

- Review Defense Travel System authorizations and vouchers upon submission by

Government travelers

- Update and maintain personnel rosters monthly per organization

- Coordinate and schedule meetings. Prepare agendas, meeting minutes, and presentation materials for each meeting attendee

- Scan, shred, and fax documents

- Prepare an organizational command chronology and update monthly

- Pickup mail at the Marine Corps Systems Command mail room and deliver official Government mail to the intended addressee

- Maintain and organize electronic files via the organizational shared drive

- Upload documentation to the Marine Corps Systems Command VIPER portal and organizational SharePoint sites

- Prepare briefing slides and spreadsheets (financial, informational and narrative)

- Manage the organizational tracking database

- Submit morning reports via Marine-On-Line Maintain electronic calendars for the organization’s leadership

- Inventory, stock, and organize office supplies

- Prepare new hire welcome aboard packages and process new hire joins into the organization

- Develop and maintain email distribution lists via the Marine Corps global outlook mailbox

- Process in the completion of System Authorization Access Requests (SAAR) forms for Contractor access to Government systems

- Prepare and maintain an organizational chart and table of organization

4.4.2.1 The Contractor shall perform administrative support functions for the

Tier 0 front office staff in direct support of the PM at 1000 Quantico

Corporate Center, Stafford, VA. Additionally, the Contractor shall provide direct administrative support for each of the following offices at

51 Barrett Heights, Stafford, VA: PdM MCEITS, PdM ERS, and PdM

ITSS.

4.4.3 Operations Support: The Contractor shall provide operations support at the Tier 0 and

Tier 1 levels. Operations support functions require proficiency in the use of the

Microsoft Office Suite. Specific examples of required support include:

- Process and submit facility requests

- Collect and consolidate responses and submit Marine Corps Action Tracking

System (MCATS) taskers to the appropriate Government representative

- Prepare forward deployment packages for government civilian, Contractor, and military personnel travel to the various combatant commanders’ area of responsibility

- Issue and record technical asset management records for individual information technology equipment

- Execute and administer the quarterly Consolidated Memorandum Report in support in an accurate and timely manner

- Develop, administer, and maintain SharePoint sites

- Maintain accurate and timely accountability and proof of compliance for personnel deploying to the various Combatant Commands

- Maintain and update the Urgent Universal Needs Statement (UUNS) data base tracker system on a weekly basis with the most current and relevant program information

- Assign document numbers for all Marine Corps Systems Command equipment shipped outside the continental United States

- Contact and coordinate with the USMC Air Clearance Authority (ACA) to ensure the MCSC Project Officer and/or Contractor receives the Transportation

Control and Movement Documents (TCMDs) and Military Shipping Labels

(MSLs) for each shipment

- Maintain accountability and in-transit visibility of all equipment being produced and shipped in direct support of Operation Enduring Freedom (OEF)

- Update and maintain the Marine Corps Systems Command deployed status report

- Assist in the coordination of training, display and other organizational events in support of various Government and industry functions

4.4.3.1 The Contractor shall perform operations support functions for the Tier 0 front office staff in direct support of the PM at 1000 Quantico Corporate

Center, Stafford, VA. Additionally, the Contractor shall provide direct operations support for each of the following offices at 51 Barrett Heights, Stafford, VA: PdM MCEITS, PdM ERS, and PdM ITSS.

5. Facilities, Other Direct Costs (ODCs), and Travel Requirements: Work efforts in support of this task effort will be accomplished at the Contractor’s facilities. This task will require the Contractor to provide a suitable infrastructure to manage program requirements (document library, databases, web site) throughout the course of performance to support the scope of activities. Such facilities are not reimbursed as ODCs. Laptops, cellular equipment/services, and other items of convenience are not reimbursable as ODCs. All Government printing requirements MUST be done by or through the local Document Automation and Production Service (DAPS, now called DLA Document Services) http://www.daps.dla.mil/dapsonline.html. Specific travel guidance will be provided per Task Order.

6. Security Requirements: This contract will require the contractor to have a Secret Facility Clearance and will require certain contractors to obtain and maintain classified access eligibility. The prime contractor and all sub-contractors (through the prime contractor) shall adhere to all aspects of DoD

Directive 5220.22-M. All personnel identified to perform on this contract shall maintain compliance with Department of Defense, Department of the Navy, and Marine Corps Information and Personnel

Security Policy to include completed background investigations (as required) prior to classified performance. This contract shall include a DoD Contract Security Classification Specification (DD

Form 254) as an attachment. The contractor shall notify the Government (written notice) within twenty-four hours of any contractor personnel added or removed from the contract that have been granted classified access, issued a Common Access Card and/or MARCORSYSCOM Building access.

7. Common Access Card (CAC) Requirements: The COR will identify and approve those contractor employees performing on this contract that require Common Access Cards (CACs) in order to perform their job function. 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, contractor employees requiring a CAC, must obtain and maintain a favorably adjudicated Personnel Security

Investigation (PSI.) Prior to authorizing a CAC, the employee’s JPAS record must indicate a completed and favorably adjudicated PSI or (at a minimum) that a PSI has been submitted and accepted (opened.) The minimum acceptable investigation is a National Agency Check with Written

Inquiries (NACI.) If a contractor employee’s open investigation closes and is not favorably adjudicated, the CAC must be immediately retrieved and revoked.

Facility Security Officers (FSOs) are responsible for notifying the MCSC Security Director if any contractor performing on this contract receives an unfavorable adjudication after being issued a CAC.

The FSO must also notify the MCSC Security Director of any adverse/derogatory information associated with the 13 Adjudicative Guidelines/Factors concerning any contractor issued a CAC, regardless of whether a JPAS Incident Report is submitted.

Each CAC is 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 e-mail account. If the ctr.usmc.mil e-mail account is not kept active, the G-6 will deactivate the account and CAC will lose its functionality.

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.

If a contractor loses their eligibility for a CAC due to an adverse adjudicative decision, they have also lost their eligibility to perform on MCSC contracts. CACs are not issued for convenience.

8. Period of Performance: The period of performance for this Task Order is twelve (12) months.

9. Deliverable List:

Deliverable Table:

0001: COR Quarterly Report

0002: Contract Management Plan (CMP)

0003: Organizational Diagram

0004: Monthly Status Report

0005: Contract Final Report

0008: Tier 0 Analysis and Reports

0009: Tier 0 Briefings

0010: Tier 0 Meeting Minutes

0011: Tier 0 Action Items

0012: Tier 0 Financial Execution Reports

0013: Tier 0 Contract Status/Summary Reports

0014: Project Management Review and Quad Chart Templates

0015: Standard Operating Procedures/Process Guides