SSN_Encl_1_DRAFT_PWS_08Nov24.pdf

Headquarters United States Marine Corps

Marine Corps Installations Command (MCICOM) G8 Directorate

Financial Management Support Services

Dated 08 November 2024

DOCUMENT TABLE OF CONTENTS

Part_1_General_Information Part_2_Definitions_And_Acronyms Part_3_Government_Furnished_Items Part_4_Contractor_Furnished_Items Part_5_Specific_Tasks Part_6_Applicable_Publications Part_7_Technical_Exhibits

DOCUMENT CHANGE LOG

This record shall be maintained throughout the life of the document. Each published update shall be recorded. Revisions shall be incorporated via a bilateral contract Modification.

CHANGE / REVISION RECORD

Date Page / Paragraph Description of Change Made By:

8 Nov 2024 Initial Publication Initial Publication DWK

PART 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract to provide Financial Management Support Services as detailed herein. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Financial Management Support Services as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: The G8 Directorate within MCICOM conducts financial management and directs the financial management of subordinate installations regarding Comptroller functions to include organization, budget formulation, budget execution, managerial accounting, manages internal controls program, resource evaluation and analysis, external audit coordination, and other financial management functions as necessary. These functions relate to all funding (Green/Marine Corps and Blue/Navy). The Directorate has a requirement for non-personal support services to assist in the management, sustainment, and improvement of these Comptroller functions and fiscal execution business processes.

1.3 Objectives: The objective of this contract is to acquire the necessary support services that assist HQ MCICOM G8 with financial management system monitoring, including technical, administrative, and professional services that seek to optimize the MCICOM fiscal execution business processes and to facilitate decision support that aids leaders at all levels of command. The following goals are identified for this contract:

(1) Optimize the MCICOM fiscal business processes and procedures.

(2) Inform leaders with accurate fiscal execution data in a visually appealing format.

(3) Increase fiscal data integrity.

(4) Validate fiscal data business processes and procedures to ensure financial audit compliance.

(5) Improve fiscal business processes.

1.4 Scope: The Contractor shall provide financial management support services as detailed within this PWS including financial management, consulting, advising, financial audit support, and data analytics derived from financial databases. The scope of work involves isolating and defining unknown conditions, resolving critical problems, and developing new theories concerning financial, logistics, budget, accounting, internal controls, and information technology processes. This includes services that directly support Defense Agencies Initiative (DAI) business system, training, and sustainment of all modules to include but not limited to: Budget-to-Report (B2R), Procure-to-Pay (P2P), Order-to-Cash (O2C), Cost Accounting (CA), Oracle Time and Labor (OTL) and reporting through Oracle Business Intelligence Enterprise Edition (OBIEE). The scope of work also includes outlining processes; drafting policies;

providing financial audit key supporting documentation, advisory and assistance services; business process improvement; systems integration; and assisting in financial reporting to support responsibilities associated with providing training and instructing personnel on accounting systems and interface utilization;

construction of appropriation data; and procedures necessary to ensure accurate and timely financial information for decision making and funds control to meet and achieve audit readiness. The performance of financial management processes will be pushed to an optimized state, establishing internal controls to provide reasonable assurance that process weaknesses can be prevented or detected early enough to mitigate and prevent an adverse impact on the organization.

The Contractor shall provide financial management system support services detailed in this PWS Section 5 Tasks to include:

Financial Execution Level Data Management, Analysis, and Reporting Support Services (PWS 5.2)

Program Management Support Services (PWS 5.3) System Support Services (PWS 5.4) Defense Agencies Initiative (DAI) Financial System Problem Resolution Support Services (PWS

5.5) Business Operations Sustainment Support Services (PWS 5.6)

1.5 Period of Performance: Total potential contract performance includes one (1) 12-month base performance period (inclusive of the transition-in period), two (2) 12-month option periods, and possibility of being extended for up to an additional 6 months under FAR 52.217-8. The period of performance dates shall be in accordance with the contract Line-Item Numbers (CLINs) listed in the Description of Supplies / Services section of the contract.

1.6 General Information

1.6.1 Quality Control: Quality Control is the responsibility of the Contractor. The Contractor is responsible for the delivery of quality services/supplies to the Government. The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. They shall develop and submit to the Contracting Officer (KO) through the Contracting Officer’s Representative (COR) a Quality Control Plan (QCP) for Government review within 10 days after date of contract award (CDRL A001).

1.6.1.1. The contractor’s selected format is acceptable for the QCP. However, at a minimum, the QCP must include and answer the following to be acceptable:

(a) A chart showing the organizational structure and lines of authority, the names, qualifications, duties, responsibilities, and classification of each member of the Contractor's Quality Control Team;

(b) How the Contractor will monitor work to ensure performance complies with all deliverables (etc.

timelines, deadlines, and goals);

(c) How the Contractor will monitor work to ensure performance complies with all specifications and requirements of the contract, including the contract’s clauses;

(d) How the Contractor will monitor and ensure staff qualifications remain current and valid including Department of Defense (DoD) Contractor Personnel Office (DOCPER) processes/approvals throughout contract performance;

(e) How the Contractor will ensure all keys issued will remain controlled items (Paragraph 1.7 Key Control);

(f) How the Contractor will inventory and track maintenance of all Government Provided Equipment / Materials;

(g) How the Contractor will identify, investigate, and correct any non-conforming performance and prevent similar deficiencies in the future; and

(h) How the Contractor will file and save all Quality Control related documents for the life of the contract plus 5 years.

1.6.1.2. The Government will review and either notify the Contractor in writing of acceptance of the plan or return their comments to the Contractor within 5 days. If the Government has provided comments, the Contractor shall then have 5 days to submit a Final QCP. After receipt of the Final QCP, the Contractor may receive the Contracting Officer’s acceptance in writing. Any proposed changes to the accepted QCP are required to be resubmitted for acceptance by the Contracting Officer no later than 5 days prior to the anticipated change and before implementation by the Contractor. After acceptance of the quality control plan, the Contractor shall consider any proposed changes to their QCP from the Contracting Officer (KO).

The timeline noted above will apply for review and acceptance for proposed changes.

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

1.6.3 Recognized Holidays:

New Year’s Day, January 1.

Martin Luther King Jr.’s Birthday, the third Monday in January.

President’s Day, the third Monday in February.

Memorial Day, the last Monday in May.

Juneteenth National Independence Day, June 19.

Independence Day, July 4.

Labor Day, the first Monday in September.

Columbus Day, the second Monday in October.

Veterans Day, November 11.

Thanksgiving Day, the fourth Thursday in November.

Christmas Day, December 25.

1.6.4 Hours of Operation:

1.6.4.1 Basic Hours of Operation (applicable to all PWS tasks): The contractor is responsible for conducting business, between the hours of 7:00 AM to 7:00 PM Local Eastern Time Washington DC Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings). The scope of this contract covers Comptroller operations in different time zones to include the Marine Corps Installation Pacific (MCIPAC) and which also are impacted by the Government Fiscal Year End cycle.

Accordingly, the Contractor shall be flexible and available to conduct business in support of this contract up to and potentially after 10:00 PM Eastern Monday thru Friday to ensure coverage for the Marine Corps Installation Pacific (MCIPAC) and during fiscal year-end peak periods.

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

1.6.5 Place of Performance: The work to be performed under this contract will be performed primarily at the Pentagon and in Contractor’s facilities as required except in the instance of required travel to a different United States Government Facility in support of the PWS requirements.

Contractor personnel assigned to support contract that are not working onsite within one of the available Government provided workspaces shall be in a contractor facility or teleworking in accordance with the Contractor teleworking policies. While Contractor personnel are at the Government site, they shall comply with all rules and regulations in effect at that site.

See 1.6.13 Contractor Travel for additional information regarding travel.

1.6.6 Type of Contract: This is a hybrid contract consisting of Firm Fixed Price Contract Line Item Numbers (CLINs) for services and Cost CLINs for the reimbursement of required travel in support of the PWS requirements.

1.6.7 Security Requirements: This is an unclassified contract. However, all Contractor personnel will require periodic access to Controlled Unclassified Information (CUI) and information up to the “SECRET” level in order to successfully execute this contract. Owing to the access requirements for information up to the “SECRET” level, all contractor personnel performing work under this contract shall have been granted an Active or Interim SECRET security clearance from the Defense Industrial Security Clearance Office prior to beginning work under this contract. Additionally, the Contract shall possess a SECRET facility clearance at time of solicitation and at time of award. The Government will not sponsor a Contractor for the facility clearance under this solicitation/contract.

Contractor personnel shall comply with all applicable safeguarding requirements for the level of information accessed. See the Contract Security Classification Specification DD Form 254 attached to the Solicitation/Contract for additional information.

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

1.6.7.2. RESERVED

1.6.7.3. RESERVED

1.6.8 Contractor Contract and Program Management:

1.6.8.1 The Contractor shall provide management and oversight of all activities performed by the Contractor personnel, including any subcontractors, to satisfy the requirements identified in this award.

The Contractor shall effectively and efficiently manage project cost, schedule and performance utilizing integrated program management processes across all aspects of the PWS tasks and activities and shall identify opportunities for potential cost savings such as crossed trained personnel, to provide the best value to the Government. The Contractor shall provide Contract management, transition planning, quality assurance, metrics management, project control, risk management, lessons learned, cost management, integration and configuration management, communications management (including telecommunications) and time management.

The Contractor shall designate one of the senior level employees provided by the Contractor for this work working onsite at the Pentagon under this contract as a Program Manager who shall be responsible for the performance of the services. The name of this person and an Alternate who shall act for the Contractor when the manager is absent shall be designated in writing to the Contracting Officer / COR upon contract award. The Contractor must notify the government, through the COR, in writing, within 5 days of any changes in these positions. The Program Manager or Alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract.

1.6.8.2 Monthly Status Report: The Contractor shall develop and deliver a Monthly Status Report (MSR) for all work efforts by the close of business on the 10th calendar day of the month following the month covered by the report to the Technical Point of Contact and COR via electronic mail (CDRL A002). The MSR shall include details on:

A. Performance Status including:

1. Activities during reporting period, by task (include on-going activities, new activities, and activities completed, and progress to date on all above-mentioned activities). Each section shall start with a brief description of the task.

2. Identify significant challenges or risks encountered that impact the successful delivery of required services and corrective actions taken. Also include issues or concerns and proposed resolutions to address them.

B. Schedule Status including:

1. Major tasks, milestones, and deliverables; planned and actual start and completion dates for each.

2. Notwithstanding, the Contractor shall notify the government immediately in the event of schedule slippage or significant changes in resource requirements and provide recommended corrective action and revised completion/delivery dates.

C. Financial Status including:

1. Accumulated invoiced cost for each CLIN up to the previous month.

2. Projected cost of each CLIN for the current month.

3. Planned vs actual burn rates.

4. Provide a detailed description of the ODC’s authorized at time of award and ODC costs incurred to date.

D. Personnel/Staffing Status including:

1. Personnel gains, losses, and status (security clearance, training, etc.), status of available resources and how new resources will be implemented.

2. Identify labor hours planned for each task and the actual cumulative total to date.

E. Travel Including:

1. Summary of any travel accomplished with sufficient detail to support costs.

2. Government actions required.

1.6.9 Post Award Conference/Periodic Progress Meetings: The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. Additionally, the Contractor shall attend quarterly contract performance meetings and other periodic meetings requested by the Government. These meetings shall be at no additional cost to the government. All meetings under this section shall be conducted via telephone or virtually via MS Teams unless otherwise requested by the Government. Should these meetings take place in person, travel for Contractor personnel to attend will not be reimbursed by the Government.

A. Post award conference: Within 5 working days of the contract award, the Contractor shall participate in the post-award conference.

B. Quarterly Contract Performance Meetings: Upon coordination, on a minimum quarterly basis, the Contractor shall participate in quarterly Performance Meetings with the Contracting officer, Contracting Officer’s Representative (COR), and other Government personnel as appropriate. At these meetings, the contracting officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. A basic agenda will be generated by the Government and the Contractor will be provided an opportunity to identify any specific topics for inclusion in the agenda in advance of the meeting.

Each contract performance status meeting will cover the following topics, as appropriate:

Contract performance status including discussion on Contractor performance based on COR monthly surveillance, encountered, or expected performance concerns (e.g., potential delays), discussion on Contractor Performance Assessment Report System (CPARS), or other performance related items.

Contract administration items including but not limited to funding concerns; invoicing issues; in process or potential new modifications; and requests for equitable adjustment, claims, or disputes.

C. Other Periodic Meetings: The Contractor shall participate in any other periodic meetings regarding contract progress or performance requested by the Government, as needed, in support of this contract.

1.6.10 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions; assure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance;

maintain written and oral communications with the Contractor concerning technical aspects of the contract;

issue written interpretations of technical requirements, including Government drawings, designs, specifications; monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially regarding changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11 Contractor Personnel: The Contractor is responsible for providing sufficient quantities of technically qualified Contractor personnel to perform the work specified in this PWS. The Contractor shall maintain the personnel, organization, and administrative control necessary to ensure that the work delivered meets the contract specifications and requirements. The Contractor shall maintain minimal personnel turnover throughout the life of the contract and ensure continuity of services during personnel absences due to sickness, leave, and voluntary or involuntary termination from employment such that impact to the Government is minimal.

The Government’s estimated workload data is included as Technical Exhibit 4. Based on the requirements within this acquisition, the Government has identified one Key Position/Function (see 1.6.11.3).

1.6.11.1 General Qualifications: All Contractor personnel shall:

▪ be capable of working independently.

▪ have training and experience that is appropriate for the tasks to which they will be assigned.

▪ conduct themselves in a professional manner and have proper telephone and e-mail etiquette, customer service techniques, and organizational skills.

▪ shall be capable of directing Contractor personnel and interfacing with the Government and customers if performing in a Contractor leadership capacity,.

▪ have the ability to communicate applicable technical subject matter expertise to management and others.

▪ possess strong written and oral communication skills in the English language. All Contractor personnel must be able to read, write, speak, and understand English.

▪ possess exceptional customer service skills.

▪ possess strong time-management and prioritization skills.

1.6.11.2 Specialized Qualifications: No Government Minimum.

1.6.11.3 Key Personnel: The follow personnel are considered key personnel by the government: Program Manager. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available between 8:00 AM to 4:30 PM. Eastern Local Time Washington DC, Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

1.6.12 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. Contractor personnel will be required to obtain a DoD Common Access Card (CAC) and wear it while in a Government Facility in accordance with local badge/security policies.

1.6.13 Contractor Travel: Contractor will be required to travel to other Government facilities within the Continental United States (CONUS); outside of the Continental United States (OCONUS), specifically to USMC installation in Japan; and within the NCR during the performance of this contract to attend meetings, conferences, and/or to conduct training.

1.6.13.1 Travel Coordination and Reimbursement: The Contractor shall be responsible for making all necessary arrangements for its personnel to execute travel in support of this PWS. These include but are not limited to medical examinations, immunizations, and passports/visas/etc. Travel arrangements shall be planned in accordance with the Federal Travel regulations, (FTR) and the Joint Travel Regulation, (JTR) and coordinated with Contracting Officers Representative (the COR) prior to incurring any expenses for these purposes.

All travel must be specifically requested in writing by the Contractor and approved in advance by the COR, prior to incurring any travel expense or conducting any travel. The Contractor must submit the written request to the COR at least five (5) days in advance. The travel request shall include at a minimum, the following:

• Base Contract Number for which the travel is proposed;

• Date, time, and place of proposed travel to include origin and destination for all travelers;

• Purpose of travel and how it relates to the contract;

• Name(s) of individual(s) traveling;

• Contractor’s estimated cost of travel with a breakdown of the estimated costs of transportation and lodging; and

• Evidence that sufficient funding is available on the contract to cover the cost of the trip including the amount of obligated funding in relation to invoiced/paid and executed but not yet billed travel costs, if any.

The COR must review and approve/disapprove (as appropriate) all travel requests submitted, giving written notice of such approval or disapproval to the Contractor. The COR will verify status of available funds are available on the applicable Contract Line Item (or sub–Line Item) as part of their review. The concurrence by the COR affirms that the travel is reasonable, appropriate, and necessary to execute the contract requirements. The COR will immediately coordinate with the Contracting Office to address any apparent funding shortfall on contract.

The Contractor shall adhere to the following travel regulations as applicable (see FAR 31.205-46):

• FTR – Prescribed by the General Services Administration, for travel in the contiguous United States.

• JTR, Volume 2, DoD Civilian Personnel, Appendix A. Prescribed by the Department of Defense for travel in Alaska, Hawaii, and outlying areas of the United States.

• Department of State Standardized Regulations (DSSR) (Government Civilians, Foreign Areas), Section 925, "Maximum Travel Per Diem Allowances for Foreign Areas," prescribed by the Department of State for travel in areas not covered in the FTR or JTR.

The Contractor will be reimbursed for the reasonable actual cost of transportation, lodging, meals, and incidental travel expenses incurred in support of executing this contract performance requirements, as set forth in this section and in accordance with FAR 52.216-7 Allowable Cost and Payment. For the purposes of this contract, actual travel expenses include airfare, airport parking, taxi or ride-share services, rental car, rental car fuel, mileage (if using Personally Owned Vehicle), lodging and meals. For reimbursement, actual costs must be considered reasonable and necessary, allowable, and allocable (properly assignable) to the contract under which reimbursement has been requested. Actual costs do not include handling charges, general and administrative cost, overhead, profit or any other indirect cost.

The Contractor shall not exceed the allowable Government personnel rates for transportation, lodging, and meal/incidental rates. Reimbursement for airfare must not exceed the lowest customary standard, coach, or equivalent airfare quoted during normal business hours. Pursuant to FAR 31.205-46, airfare costs in excess of the lowest priced airfare available to the Contractor during normal business hours are unallowable except when such accommodations require circuitous routing, require travel during unreasonable hours, excessively prolong travel, result in increased cost that would offset transportation savings, are not reasonably adequate for the physical or medical needs of the traveler, or are not reasonably available to meet mission requirements. However, in order for airfare costs in excess of the above airfare to be allowable, the applicable condition(s) set forth above must be documented and justified. In such cases, advance approval via the COR is required. The Contractor will not be reimbursed for travel expenses unless audited records for transportation contain evidence, such as original receipts, substantiating actual expenses incurred for travel. In no event will reimbursement exceed the published rates of common carriers. Expenses for lodging, meals and incidental expenses must be reimbursed to the Contractor, provided that the overnight stay was documented as necessary. Expenses for lodging, meals and incidentals will be limited to the approved Government per-diem rates for the destination posted at https://www.gsa.gov/travel/plan-book/per-diem-rates.

The specific quantity of trips, origin and destination, quantity of travelers, and cost are not readily determinable but the total travel costs for this contract cannot exceed the specific annual not-to-exceed amount specified as the not-to-exceed ceiling amount at the contract CLIN level. The Contractor shall notify the Contracting Officer and the COR, and any other Government official identified by the Contracting Officer when the Contractor expects travel funding expended to reach 85 percent of the total funds available on the Travel CLIN. The notice must state the estimated amount of additional funds required to continue performance for the period specified in the contract. The Contractor shall not exceed or incur costs that exceed the no-to-exceed funded amount of the CLIN.

The Government is not obligated to reimburse the Contractor for otherwise reimbursable travel in excess of the funded amount stated on the reimbursable Travel CLIN and the Contractor is not obligated to continue performance of any reimbursable work under this contract or otherwise incur costs for reimbursable travel in excess of the funded amount stated on the reimbursable Travel CLIN unless the Contracting Officer notifies the Contractor in writing that the funded amount stated under the applicable reimbursable Travel CLIN has been increased. In the event notification is made orally, such notification must be followed up in writing within two (2) working days. No notice, communication, or representation from any person other than the Contracting Officer must affect the Government’s obligation to reimburse the Contractor.

The not-to-exceed ceiling amounts, once established under this contract are not anticipated to change.

However, should the Government determine that a revision to the not-to-exceed ceiling amount is needed, the changes will be negotiated/coordinated with the Contractor and adopted via contract modification at that time.

Contract modifications shall not be considered an authorization to exceed the funded amount stated under the reimbursable Travel CLIN unless they contain a statement expressly increasing the funded amount of that reimbursable CLIN by a sufficient amount to cover the change order.

The Contractor will not be reimbursed for local travel (within a 50-mile radius of the Government/Contractor’s facility) or commuter travel (commute from home to work site). All contract/program management and ramp-up travel not specifically directed by the Government will be funded by the Offeror as part of their program management and ramp-up pricing via indirect rates or within the Offeror’s Firm Fixed Price for contracted services. Routine program management travel shall not be funded by any cost based CLIN.

The Contractor shall invoice for completed travel no less frequently than monthly.

1.6.13.2 OCONUS Travel Requirements

1.6.13.2.1 As required, during overseas travel contractor personnel shall comply with all applicable local host-nation and international laws, rules, regulations, and policies.

1.6.13.2.2 Contractor personnel traveling abroad shall possess a valid U.S. passport and all appropriate visas required to travel and conduct the assigned overseas missions.

1.6.13.2.3 Anticipated countries of travel include Japan. OCONUS travel for all contractor personnel requirements can be found in the Foreign Clearance Guide ( https://apacs.milcloud.mil/fcg/index.htm.

Please refer to Technical Exhibit 5 for specific foreign clearance information applicable to this contract

1.6.13.2.4 For all OCONUS travel in support of this contract, contractor personnel must complete mandatory pre-OCONUS travel requirements. The traveler can establish a MarineNet account at marinenet.usmc.mil and complete the following training from content therein or visit and complete required training at the following individual sites:

a) Anti-Terrorism Level 1 Training - https://jkodirect.jten.mil/(req. every year)

b) Human Rights Training - https://jkodirect.jten.mil/ (JKO Course #N-US649-HB) (req. every 2 years)

c) SERE 100 Training -https://jkodirect.jten.mil/html/COI.xhtml?course_prefix=J3T&course_number=A-US022 (req. every 2 years)

d) (PACOM AOR ONLY/Check FCG) Antiterrorism Plan- https://iatp.pacom.mil/ (this plan MUST be completed before travel). Your Government Admin will send instructions. **This requires the traveler’s common access card (CAC) to register. If you do not have a CAC please contact your Government Admin for assistance.

1.6.13.2.5 Contractors shall upload personnel travel information to the Travel Tracker / Individual Anti- Terrorism Plan Management Information System and make available for viewing of the Contracting Officer/Contract Specialist and the COR/ACORs at least 30 days prior to travel. Contractors shall also coordinate completion of the Isolated Personnel Report (ISOPREP) with the security office prior to travel.

1.6.13.2.6 Additionally, Marine Administrative Message (MARADMIN) 253/22 provides amplifying authoritative guidance concerning required documentation and training prior to commencing foreign travel as defined in the Foreign Clearance Guide ( https://apacs.milcloud.mil/fcg/index.html.

1.6.13.2.7 The use of the Synchronized Predeployment & Operational Tracker system accessible at https://spot.dmdc.mil/ is required for Contractor performance in covered overseas locations.

1.6.14 Other Direct Costs: RESERVED

1.6.15 Data Rights: The Government has unlimited rights to all documents and materials produced under this contract. All documents and materials produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership and copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the Contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.16 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications, or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.17 Phase in / Phase out Period: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the phase in and phase out periods as required to meet PWS requirements.

1.6.17.1. Phase-In. Unless the Contractor is currently providing support under a contract to which this is the successor, the first thirty (30) days of the base period of performance shall be a transition period.

During this period the Contractor shall cooperate with the existing Contractor (if any) to ensure a smooth and seamless assumption of all required support. The Contractor shall execute its Phase-In Plan to ensure minimum disruption to vital Government business. The Contractor shall ensure that there will be no service degradation during and after transition. At the end of the transition period the Contractor shall be fully and solely responsible for all required support.

1.6.17.1.1. The Contractor’s Phase-In Plan shall detail how it will conduct operations during the transition from the period of performance (PoP) start date to full operational capability at PoP start plus 30 days. The Contractor shall achieve the following service milestones:

A. PoP Start Date:

1. The Contractor shall be prepared to submit documentation required to obtain a CAC card for all Contractor personnel anticipated to be onboarded in support of this contract which require access to DoD information systems.

B. PoP Start Date plus 15 days:

1. The Contractor shall be prepared to submit System Authorization Access Requests (SAARS) required to access the financial systems for all Contractor personnel supporting the contract that require acces to the financial systems covered under the scope of this contract.

C. PoP Start Date plus 30-days:

1. The Contractor shall be prepared to access the financial systems and be able to perform 100% of PWS tasks.

1.6.17.1.2. The Contractor shall prepare and submit a detailed Phase-In Plan for the governments review and approval within 10 days after award to the Contracting Officer and/COR (CDRL A003).

The Government shall have 5 days to review the plan.

1.6.17.2. Phase-Out. Prior to the completion of this contract, an observation period shall occur, at which time key personnel of the incoming Contractor may observe operations. This will allow for orderly turnover of facilities, equipment, and records and will ensure continuity of services. The outgoing Contractor is ultimately responsible for performing full services IAW the contract during the phase-out period and shall not defer any requirements for the purpose of avoiding responsibility or of transferring, such responsibility to the succeeding Contractor. The outgoing Contractor shall fully cooperate with the succeeding Contractor and the Government, so as not to interfere with their work or duties. All outgoing Contractor personnel shall out-process through the designated Government personnel to ensure compliance with the Government’s requirements for closing email accounts, terminating access, turning in CACs, computers, radios, etc.

1.6.17.2.1. Unless Contractor is the awardee on the successor contract (if any), the last thirty (30) days of the performance period then current shall be a transition period. The outgoing Contractor shall develop a Phase-Out plan to affect a smooth and orderly transfer of contract responsibility to a successor or to the Government if no successor contract is awarded.

The phase out plan shall:

Fully describe the Contractor’s approach to the following issues, at a minimum: removal of Contractor property, data and information transfer; clean-up of Contractor work areas; and security debriefings in accordance with applicable DON/USMC procedures for incumbent personnel holding security clearances (if applicable); and any other actions required to ensure continuity of operations;

Address how the Contractor intends to ensure all Contractor personnel will out-process through the designated Government personnel and ensure compliance with the Government’s requirements for closing email accounts, terminating access, turning in CACs, computer, radios, etc.

1.6.17.2.2. The Contractor shall provide the COR a draft of the plan no later than seventy-five (75) days prior to expiration of the base period, forty-five (45) days before the commencement of the phase-out period (CDRL A004). In the event the government exercises one or more options, the plan shall be updated as appropriate and submitted not later than seventy-five (75) days prior to the expiration of the option period then current, forty-five (45) days before the commencement of the phase-out period. The Phase-Out Plan shall be finalized and must be submitted no later than sixty (60) days before the expiration of the applicable contract period, thirty (30) days before the commencement of the phase-out period.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1 DEFINITIONS:

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

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

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

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

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

2.1.6 KEY PERSONNEL. Means in general, Contractor employees who are executing the roles and responsibilities of specific designated key positions or functions described within this Performance Work Statement (PWS) which are considered by the Government to be essential resources in the work performance.

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

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

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

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

2.1.11 SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12 WORKDAY. The number of hours per day the Contractor provides services in accordance with the contract.

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

2.2 ACRONYMS:

ACOR Alternate Contracting Officer's Representative

BCTF Boards, Commissions, and Task Forces CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DD Form 254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense EM Enterprise Management Directorate FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996 KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED ITEMS

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1 Services:

3.1.1 The Government will provide Common Access Cards (CAC) for any necessary Contractor access to DoD Information Systems and proper building access badges, if other than a CAC.

3.1.2 The Government will provide any necessary access to the Marine Corps Enterprise Network (MCEN) and Marine Corps intranet (internal website) in support of this contract via a Virtual Private Network (VPN), as applicable.

3.1.3 The Government will provide access to Microsoft Teams to collaborate and share documents with Government personnel.

3.1.4 The Government will provide access to Power BI licensed software as needed to support the PWS tasks.

3.2 Facilities: The Government will provide the necessary workspace for up to four (4) Contractor personnel supporting this contract to include desk space, office telephones, and other items necessary to maintain an office environment.

3.2 Utilities: When working within a Government facility, the Government will make available all necessary utilities in the facility for the contractor’s use in performance of tasks outlined in this PWS. The contractor shall be responsible for operating under conditions that preclude the waste of utilities. The Contractor shall instruct employees in utilities conservation practices.

3.3 Equipment: When working within a Government facility, the Government will provide access to scanners, fax machines, MCEN networked printers, and necessary computer peripherals (e.g. mouse, keyboard, etc.). The Government will not provide government issued property including laptop computers for this effort. The contractor is responsible for furnishing all other resources not listed in the PWS to include computers for accessing USMC system to fulfill the requirements of the contract (See Section 4).

3.5 Materials: The Government will provide access to Standard Operating Procedures and Policies applicable to the performance of this contract.

PART 4

CONTRACTOR FURNISHED ITEMS

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

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

4.2 Facility and Personnel Clearance(s): The contractor is responsible for possessing and maintaining the minimum required facility clearance level identified in PWS Section 1.6.7 Security requirement and is responsible for ensuring that its employees assigned to work on this contract possess and maintain their qualifications for possessing the required personnel clearance level identified in PWS 1.6.7 Security Requirements.

4.3 Materials: N/A.

4.4 Equipment: In the performance of their duties under this contract, all Contractor personnel will require connectivity and access to the Marine Corps Enterprise Network (MCEN) for accessing sensitive information or required Information Technology systems and/or receiving e-mails that contain sensitive information. Accordingly, all contractor personnel will require an MCEN compliant laptop computer. As stated in section 3.3 above, the Government will not provide laptop computers for Contractor personnel under this contract. Therefore, the Contractor is responsible for providing all necessary compliant MCEN laptops/computer for its personnel under this contract. In doing so, the contractor shall comply with MCENMSG-Unification 003-14 ENABLING CONTRACTOR ASSET CONNECTIVITY TO THE

MCEN.

4.4.1 The Contractor shall coordinate through the COR and provide the Contractor provided laptops to the applicable Marine Corps Information Technology office for imaging by the Marine Corps. The Contractor may be required to get compliant laptops/computers imaged at Naval Support Facility-Arlington (NSFA) or the Pentagon. No more than one laptop/computer will be imaged per Contractor employee.

4.4.2 The current list of computers eligible for imaging are located in Technical Exhibit 3. The Contractor shall get approval from the COR or KO prior to purchasing any laptops. An updated list of approved laptops authorized to be attached to the MCEN can be obtained from MCSC G-6 upon request. The Contractor will transfer the contractor-owned laptops to the MCSC, G-6, Information Technology Asset Management (ITAM) department to have the MCEN imaged placed on each laptop before it can be connected to the MCEN. Upon completion of the contract or at such time as the contractor reclaims the asset from the USMC effort; non-Government owned internal\external hard drives and data associated with the laptop shall become the property of the US Government and turned over to the COR upon request. For additional questions regarding current system specifications, contact the COR. The laptops purchased will not be considered Government property and will not transfer to the Government at the end of the contract (except hard drives and data listed above).

NOTE: Due to the ever-updating list of MCEN approved laptops/computers from MCSC G-6, prior to purchasing any equipment intended to be attached the MCEN, the Contractor shall confirm with the COR and/or KO that the model(s) are still on the approved list.

4.4.3 Contractor personnel shall ensure laptops are not lost or misplaced and are not used by unauthorized persons. The Contractor shall not transfer any information to a Government computer that is not authorized or use the computer for unauthorized purposes.