Master Planner PWS.v5 Final.pdf

PERFORMANCE WORK STATEMENT

Master Planning Program Support 9th Mission Support Command (MSC) Directorate of Public Works (DPW) Fort Shafter Flats, Hawaii 96819

Part 1 - General Information

1. General. This is a non-personal services contract to provide Master Planning professional services support to the 9th MSC. The Government shall not exercise direct control or day-to-day supervision over the contract service providers performing the services herein. Contract service providers shall be accountable to the Contractor who, in turn, is responsible to the Government.

All operational, supervisory, approval, and decision-making authority remains with the Government.

1.1. Basic Description of Services. The Contractor shall perform Real Property Ownership and Base Operations (BASOP) services as defined in this Performance Work Statement.

1.2. Background. The 9th MSC DPW has varying responsibilities of Real Property Ownership and BASOPS support within the 9th MSC’s Area of Responsibility (AOR). The AOR consists of the states of Alaska, Hawaii, Washington, bases in Japan and Korea, and the U.S. Territories of Guam, American Samoa, and Saipan. 9th MSC DPW is responsible for approximately 1 million square feet of facilities infrastructure varying in age from newly commissioned to more than 30 years old.

1.3. Principle Place of Performance. The work to be performed will primarily be onsite in DPW’s offices located at 1555 Suehiro Road on Fort Shafter Flats, Hawaii. The work to be performed will also be at the off-site training locations within the 9th MSC’s AOR when on approved Contractor travel.

1.3.1. Contractor Travel. During the performance of this contract, Contractor will be required to travel within the 9th MSC’s AOR to gather audit information, and to a limited number of other CONUS and OCONUS locations to attend meetings, conferences, training events, and to assess site conditions. The Contractor may be required to travel to off-site training locations. All work-related travel requires notification to the Contracting Officer Representative (COR) and Government approval / authorization prior to departure. The Contractor is required to maintain a valid U.S.-issued passport with greater than 12 months remaining until expiration at all times (not Government reimbursable).

1.4. Hours of Operation and Availability. The Government's regular facility operating hours are 0800 to 1630 Hawaii Standard Time (HST), Monday through Friday, excluding Federal holidays or when the Government facility is closed due to emergencies. To ensure seamless coordination with the 9th MSC DPW, the Contractor shall conduct business during regular hours to ensure that services and personnel are available to attend scheduled meetings, provide deliverables, and respond to technical inquiries.

1.4.1. Contractor Schedule Management. The Contractor (not the Government) is solely responsible for managing the daily schedules, breaks, lunch periods, and leave of its personnel, provided that the performance standards and deliverable timelines outlined in this PWS are continuously met. The Government will not exercise direct supervision over Contractor personnel or mandate internal timekeeping.

1.4.2. Federal Holidays: When a holiday falls on a Sunday, the following Monday will be observed as a holiday, and, when a holiday falls on a Friday or Saturday, the preceding Thursday is observed as a holiday by U.S. Government Agencies. Federal holidays also include any Presidential or Congressionally designated days off other than the holidays listed above.

New Year’s Day 1st day of January Martin Luther King Jr.'s Birthday 3rd Monday of January Presidents Day 3rd Monday of February Memorial Day Last Monday of May Juneteenth 19th day of June Independence Day 4th day of July Labor Day 1st Monday of September Columbus Day 2nd Monday of October Veterans Day 11th day of November Thanksgiving Day 4th Thursday of November Christmas Day 25th day of December

1.4.3. Installation Closures. When an unforeseen installation closure occurs on a regularly scheduled day of work, the Contractor shall:

a. Reschedule the work to be performed the following day unless the following day is a Saturday, Sunday, a legal public holiday, and when routine work is not scheduled for that day; or

b. Reschedule the work on any day mutually satisfactory.

1.4.4. Inclement Weather Delay. If the Contractor determines unsafe weather conditions prevent continued operations, the Contractor shall notify the COR within (2) two hours if inclement weather suspends operations. If there is a price change associated with the delay or resumption of work, the Contractor shall notify the KO and shall not resume operations until KO approval is received. The Contractor shall resume operations only after receiving KO approval.

Part 2 - Scope

2. Scope. The Contractor shall provide independent technical reviews, spatial analyses, and non-decisional recommendations to 9th MSC DPW leads regarding Military Construction (MILCON) projects. All operational, supervisory, approval, and final decision-making authority remains solely with the Government.

2.1. MILCON Project Coordination. The Contractor shall provide technical expertise, advice, reviews, and other assistance on military construction project designs and plans, engineering specifications, and drawings for functional space adequacy. Along with 9th MSC personnel, Contractor may attend and provide technical information and expertise at planning charrettes and design review meeting. (A charrette is a standard practice for project planning and preparation, which sends teams of personnel with specialized skills from various internal divisions to a proposed project site. The purpose is to identify and resolve issues of standardization, functionality, location, scope, and cost that might affect execution of the project.)

2.2. MILCON Project Review. The Contractor shall provide a technical review of construction plans, engineering specifications, and purchase requests for functional adequacy. The Contractor shall review construction plans for technical sufficiency and critical performance. The Contractor will make specific suggestions to improvement these plans.

2.3. The Contractor shall provide technical planning data, draft documentation, and administrative support to the 9th MSC DPW Plans Division in the following MILCON programming areas:

2.3.1. Master and/or Community Planning;

2.3.2. General Engineering and Military Construction to include but not limited to:

2.3.2.1. Base Realignment and Closure (BRAC),

2.3.2.2. Military Construction Army Reserve (MCAR),

2.3.2.3. Maintenance and Repair Army Reserve (MRAR), and

2.3.2.4. Unspecified Minor Military Construction Army Reserve (UMMCAR);

2.4. and 9th MSC DPW’s management of diverse plan program areas.

Part 3 - Objectives and Deliverables

3. Contractor will meet the following objectives, and deliverables:

3.1. Long Range Plan. The Contractor shall support the development of a long-range plan to support 9th MSC's mission requirements beyond the six-year Program Objective Memorandum (POM) period. To support the long-range plan, the Contractor shall develop and maintain an Enduring Facility List for the Government approval and then provide updates to that list based on Government input. The Contractor will further assist in the development of the Real Property Planning Board documentation and shall attend all coordination events. (Approximately 1 plan, 2 updates, and 20 coordination events in a 12-month period.)

3.2. Short Range Plan. The Contractor shall support the implementation of the Capitol Investment Strategy (CIS) by helping to identify projects that can be accomplished within the funding constraints and guidance provided in the current POM and reflecting changes identified in the budget execution reviews. Project documentation is to be completed in accordance with United States Army Reserve Command (USARC)/ Office of the Chief, Army Reserve (OCAR) guidance and implemented in Programming Administration and Execution (PAX) System, with additional supporting tabs filled out using Economic Analysis Software Package (ECONPACK), Information Systems Cost Estimator (ISCE), and other Army specific software. During annual USARC Construction Requirements and Review Committee (CRRC), the Contractor will be prepared to support 9th MSC planners by answering technical questions regarding planning actions. The Contractor shall attend all coordination events. (Approximately 1 plan, 1 update, and 12 coordination events in a 12-month period.)

3.3. Plan Maintenance. Based on changes to the mission, Army Stationing and Installation Plan (ASIP), POM, Real Property Planning and Analysis System (RPLANS), Force structure, Command Plans and Force modernization plan, the Contractor shall support the maintenance of the implementation plan to incorporate the effects of the identified changes.

3.4. Master Planning Meetings and Briefings. The Contractor shall provide data to support 9th MSC area development plans, site master plans, decision briefs, point papers, and other similar technical documents. The Contractor will assist the 9th MSC DPW Plans Division by providing recommendations for meetings and conferences. (Approximately 3 conferences per year, each spanning 3-4 days.)

3.5. Stationing Coordination. The Contractor shall solicit input regarding facility requirements from the Force Management (FM) Office for force structure and modernization plans and will recommend plans to support future requirements to DPW Director.

3.6. Development of Stationing Packages. The Contractor shall prepare technical reviews and supporting calculations of issues regarding the stationing and training of units, facility utilization, and other facility concerns. The Contractor should conduct a site visit during the development of feasibility and stationing packages if time permits, and if not, should call the COR.

3.7. Force Modernization Impacts. The Contractor shall analyze proposed force structure and force modernization changes to help identify potential impacts.

3.8. Space Management. The Contractor will coordinate with the ASIP and RPLANS’ database manager to compare data of authorized tenants assigned to the facilities, analyze space requirements using US Army Reserve Engineering Software to provide recommendations to mitigate existing shortfalls, timelines, and estimates. The Contractor shall prepare technical reviews and supporting calculations of issues regarding the space utilization, facility utilization, and other facility concerns.

3.9. Routine Reports.

3.9.1. Monthly Reports. The Contractor shall provide a Monthly Status Report (MSR) detailing progress, significant achievements, ongoing and future actions, and issues encountered. The Contractor will develop and COR will approve an acceptable template MSR within 15 business days of contract award.

3.9.2. Meeting Minutes. For all meetings that the Contractor may attend in execution of this contract, the Contractor shall provide electronic meeting minutes to the COR via email. The Contractor will develop and COR will approve an acceptable template for meeting minutes within 15 business days of contract award.

3.9.3. Trip / Travel Reports. Within five business days of concluding any work-related travel away from Fort Shafter Flats, the Contractor shall provide a Trip / Travel Report via email to the COR documenting what occurred on the trip and any due outs for the government. The Contractor and COR will jointly develop an acceptable template for Trip / Travel Reports within 15 business days of contract award.

3.10. Performance Requirements Summary (PRS) Matrix.

Required Services

Performance Standard Acceptable Quality Level

(AQL)

Incentive

Long Range Plan

(PWS 3.1)

STD: The Contractor shall support the development of a long-range plan to support 9th MSC's mission requirements beyond the six-year Program Objective Memorandum (POM) period. The Contractor will further assist in the development of the Real Property Planning Board documentation and shall attend all coordination events.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Short Range Plan

(PWS 3.2)

STD: The Contractor shall support the implementation of the Capitol Investment Strategy (CIS). During annual USARC Construction Requirements and Review Committee (CRRC), the Contractor will be prepared to support 9th MSC planners by answering technical questions regarding planning actions.

The Contractor shall attend all coordination events.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Plan Maintenance

(PWS 3.3)

STD: The Contractor shall support the maintenance of the implementation plan to incorporate the effects of the identified changes.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Master Planning Meetings and Briefings

(PWS 3.4)

STD: The Contractor shall provide data and assist the 9th MSC DPW Plans Division.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Stationing Coordination

(PWS 3.5)

STD: The Contractor shall solicit input regarding facility requirements from the Force Management (FM) Office for force structure and modernization plans and will recommend plans to support future requirements.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Development of Stationing Packages

(PWS 3.6)

STD: The Contractor shall prepare technical reviews and supporting calculations of issues regarding the stationing and training of units, facility utilization, and other facility concerns. The Contractor should conduct a site visit during the development of feasibility and stationing packages if time permits, and if not, should call the COR.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Force Modernization Impacts

(PWS 3.7)

STD: The Contractor shall analyze proposed force structure and force modernization changes to help identify potential impacts.

5% Deviation from performance Standard;

% calculated by dividing the number of defects by the number of observations.

Non-conforming services will result in Non-Conforming Reports issued and a potential negative CPARS narrative.

Contractor shall reperform the service.

Space Management

(PWS 3.8)

STD: The Contractor will coordinate with the ASIP and RPLANS’ database manager to compare data of authorized

5% Deviation from performance Standard;

Non-conforming services will result in Non-Conforming Reports issued and a tenants assigned to the facilities, analyze space requirements using US Army Reserve Engineering Software to provide recommendations to mitigate existing shortfalls, timelines, and estimates. The Contractor shall prepare technical reviews and supporting calculations of issues regarding the space utilization, facility utilization, and other facility concerns.

% calculated by dividing the number of defects by the number of observations.

potential negative CPARS narrative.

Contractor shall reperform the service.

3.11. Deliverables Table.

DELIVERABLE FREQUENCY DISTRO # OF

COPIES

MEDIUM/FORMAT

D01 Long Range Plan

(PWS 3.1)

Annual COR 1 Email / MS Word

D02 Enduring Facility List

(PWS 3.1)

As required to support Long-Range Plan (approx. 1 plan, 2 updates over 12 months)

COR / DPW

Plans

Division

1 Email / System

D03 Real Property Planning Board Documentation

(PWS 3.1)

As required (approx.

20 coordination events over 12 months)

COR / DPW

Plans

Division

1 Email / System

Short Range Plan / Project Documentation

(PWS 3.2)

Annual input implemented via

PAX, CONPACK,

ISCE, etc. (approx. 1 plan, 1 update)

USARC /

OCAR /

COR

1 Email / System

Master Planning Data & Technical Briefs

(PWS 3.4)

As required (decision briefs, point papers, area development plans)

COR / DPW

Plans

Division

1 Email / PowerPoint, MS Word, etc.

Stationing & Feasibility Packages

(PWS 3.6)

As required; includes technical reviews and space calculations

COR / Force Management

1 Email

Monthly Reports

(PWS 3.9.1)

Template approval within 15 business days of contract award;

Monthly thereafter

COR 1 Email / MS Word, PDF

Meeting Minutes

(PWS 3.9.2)

Template approval within 15 business days of contract award;

Post-meeting execution thereafter

COR 1 Email / MS Word, PDF

Trip / Travel Reports

(PWS 3.9.3)

Template approval within 15 business days of contract award;

Within 5 business days of concluding approved contractor travel

COR 1 Email / MS Word, PDF

Quality Control Plan

(PWS 4.1)

Initial within 30 calendar days of contract award;

Updates 5 days prior to change taking effect

KO & COR 1 Email / PDF iWATCH Training Certificates

(PWS 5.2.3)

Within 7 calendar days after contract start date;

Within 5 calendar days for new hires

COR 1 Email / PDF

AT Level I Certificates

(PWS 5.2.4)

Within 5 calendar days after contract start date;

Within 5 calendar days for new hires

COR 1 Email / PDF

OCI Mitigation Plan

(PWS 5.5)

Immediately, no later than 1 day upon discovering any actual or potential

OCI

KO & COR 1 Email

Final Transition / Task Deliverables Status

(PWS 7.3)

No later than 1 week prior to contract expiration

COR 1 Email

Part 4 - Quality Control / Quality Assurance

4.1. Quality Control. The Contractor shall develop and maintain an effective quality-control plan that 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 plan is how the Contractor assures that the work complies with the requirement of the contract. The quality-control plan shall be submitted to the COR for review and approval thirty calendar days from contract award and the COR will review and either approve it or recommend changes within 14 business days of submission. Any changes or updates to the approved quality-control plan shall be submitted to the COR for review and approval within 5 business days of the change or update. The COR will again review the plan and either approve it or recommend further changes within 14 business days of submission.

An approved copy of the quality-control plan must be provided to the CO and COR.

4.2. Quality Assurance. The government shall evaluate the Contractor’s performance under this contract in accordance with the 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).

Part 5 - Security

5.1. Identification of Contractor Employees. All Contractor 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 contractors to avoid creating an impression that they are Government employees or officials. Contractor personnel must also ensure that all documents or reports they produce are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. Contractor personnel are required to complete a DD Form 1172-2 Application for DoD Common Access Card - DEERS Enrollment form (located at https://home.army.mil/natick/application/files/4115/5258/1275/dd1172-2.pdf ) to obtain Common Access Card (CAC). Contractor personnel are required to carry and safeguard their CAC at all times while engaged in work under this contract.

5.2. Security Requirements.

5.2.1 Contractor personnel performing work under this contract must be able to obtain and maintain a favorable National Agency Check with Inquiries (NACI) background investigation.

Completion of fingerprints, SF85, and OF301 forms are required (all forms are available at www.opm.gov/forms). Contactors must have a valid state-issued driver’s license.

5.2.2. Contractor and all associated subcontractor employees shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office.

Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204‐9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

5.2.3. The Contractor and all associated sub‐contractors shall brief all employees on the local iWATCH Army program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 5 calendar days of contract award and within 5 calendar days of new employees commencing performance with the results reported to the COR NLT 7 calendar days after contract start date.

5.2.4. All contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete AT Level I Awareness training within 5 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 5 calendar days after completion of training by all employees and subcontractor personnel. AT level I Awareness training is available at the following website: http://jko.jten.mil.

5.2.5. Army Training Certification Tracking System (ATCTS) registration for contractor employees who require access to government information systems. All contractor employees with access to a Government info system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services, and must successfully complete the DOD Information Assurance Awareness prior to access to the information system and then annually thereafter.

5.3. Physical Security. The Contractor shall be responsible for safeguarding and securing all Government information, materials, and property provided for Contractor use. The Contractor’s desk will have a locking drawer(s) in which equipment may be stored.

5.4. Key Control: The Contractor shall establish and implement methods of making sure all keys issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. Master keys shall not be provided to the Contractor. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the quality-control plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys to the COR via email.

5.4.1. In the event keys provided to the Contractor are lost or duplicated, the Contractor shall, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is http://jko.jten.mil/ performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be paid by the Contractor.

5.4.2. The Contractor shall prohibit the use of Government issued keys by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the COR.

5.5. Organizational Conflict of Interest. Contractor 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 CO 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 CO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the CO and in the event the CO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the CO 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.

Part 6 - Key Personnel

6. Master Planner. The individual designated by the Contractor to perform the technical analysis and deliverable preparation functions of this PWS is considered Key Personnel. Historically, these requirements have been fulfilled by a single qualified individual. Personnel are expected to meet the following minimum qualifications.

6.1. Ten years (10) of U.S. Army Master Planning Experience OR five (5) years U.S. Army Master Planning Experience and a four-year degree in Architecture, Urban Planning, Engineering, Geography, or related discipline from an accredited university.

6.2. At least three (3) years of experience with each of the following U.S. Army / Department of Defense Computer Systems:

a. Programming Administration & Execution System (PAX)

b. Army Stationing & Installation Plan (ASIP)

c. Real Property Planning & Analysis System (RPLANS)

6.3. At least four (4) years of experience with U.S. Army Pacific operations.

6.4. Demonstrated ability to:

a. Gather and incorporate relevant data;

b. Analyze problems to identify significant factors and recognize solutions;

c. Plan and organize work;

d. Communicate effectively orally and in writing; and

e. Work independently and as a team member.

Part 7 - Continuity of Operations

7. Key Personnel. The Contractor must always maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of its workforce are essential.

7.1. Post-Award Conference / Periodic Progress Meetings. The Contractor agrees to attend any post-award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The CO, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the COR will inform the Contractor of how the government views the Contractor's performance and the Contractor will inform the Government of problems, if any, in execution of the contract. Both parties agree to work collaboratively to promptly resolve any issues.

7.2. Phase-In / Phase-Out Period. No later than one week before contract expiration, the Contractor must provide a complete status update of all task deliverables to the Director of DPW, the COR, and (if applicable) another contractor hired under a new contract.

Part 8 - Miscellaneous

8.1. Other Direct Costs. None

8.2. Data and Intellectual-Property Rights. All documents and materials (to include the source codes of any software) produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership / copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the Contractor without written permission from the CO. All materials supplied to the Government shall be the sole and exclusive property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.