DRAFT TO-0003 - Foreign Disclosure Support.pdf

Section C - Descriptions and Specifications

F-35 JOINT PROGRAM OFFICE (F-35 JPO) / SERVICES ACQUISITION TEAM (SAT)

PROGRAM SECURITY SUPPORT SERVICES

SINGLE AWARD - INDEFINITE DELIVERY / INDEFINITE QUANTITY (ID/IQ)

TASK ORDER 0003

FOREIGN DISCLOSURE / EXPORT SUPPORT

STATEMENT of WORK (SOW)

12 AUGUST 2020

1.0 OVERVIEW

The F-35 Lightning II Program (also known as the Joint Strike Fighter Program) is a joint, multi-national program and is the Department of Defense's (DoD) focal point for defining affordable next generation strike aircraft weapon systems among the United States (U.S.) Air Force (USAF), U.S. Navy (USN), U.S. Marine Corps (USMC), and U.S. allies composed of seven (7) cooperative international partners: the United Kingdom, Italy, Netherlands, Canada, Australia, Denmark, and Norway. The program’s objective is to develop and deploy the F-35 Air System (AS), a three (3) variant family of highly common and affordable 5th Generation strike fighter aircraft that meets the operational needs of the USAF, USN, USMC, and cooperative partner international services.

Additional production of the F-35 is made through Foreign Military Sales (FMS). The F-35 Enterprise is defined as, but not limited to: Air Vehicle (AV), AS, AS Ground Support, Support Equipment (SE) Systems, Depot Maintenance, Business, Flight Test, and Training Systems. The F-35 security team has a mature Program Protection Plan (PPP), robust policies and procedures and established SAP facilities throughout the world. Requirements continue to evolve as the program matures and the F-35 security team is responsible for ensuring that any new security challenges are appropriately identified and safeguarded in accordance with (IAW) DoD regulations and specifications.

2.0 SCOPE

The F-35 Joint Program Office (F-35 JPO) requires program security support services to support its critical mission of developing, deploying and sustaining the next generation strike fighter aircraft. The Program Security Support disciplines consist of Program Management, General Security Support, Information Security Support, Industrial Security Support, Physical Security Support, Personnel Security Support, Counter-Intelligence Support, Special Security Studies, Foreign Disclosure Support, Program Protection Cybersecurity/Security Control Assessment Services and Program Protection Engineering Services. The Program Security Support Services

DRAFT

https://hub.jsf.mil/sites/OCIO/win10

Page | 2 encompass the management and control of controlled unclassified information (CUI), collateral/general service (GENSER) information, Special Access Program (SAP) information, North Atlantic Treaty Organization (NATO) information, Critical Nuclear Weapons Design Information (CNWDI) and Sensitive Compartmented Information (SCI). This is an Indefinite Delivery/Indefinite Quantity contract which sets forth the conditions and clauses under which future acquisitions between the parties shall be governed. This Task Order (TO) will be used as a means of providing Foreign Disclosure Support and Export Compliance Support to the F-35 JPO.

3.0 TASK ORDER PERFORMANCE REQUIREMENTS

The Contractor shall furnish the necessary personnel, as captured in Section 9.0, to perform the following tasks as aligned with paragraph 3.10 of the ID/IQ:

3.1 Provide Project Management. The contractor shall provide project management under this task order, including but not limited to the following tasks:

3.1.1 Provide management and oversight of all activities performed by contractor personnel, including subcontractors, to ensure all F-35 Program Security Support Services satisfy the requirements identified in this SOW

3.1.2 Gather and provide all data for deliverables as detailed in Section 7.0

3.1.3 Provide management, direction, administration, quality assurance, and leadership of the execution of this TO

3.1.4 Organize, direct, and manage contract operation support functions, involving multiple, complex, and inter-related project tasks

3.1.5 Manage teams of contract support personnel at multiple locations

3.1.6 Maintain and manage the client interface at the senior levels of the client organization and serve as the primary interface and point of contact with Government program authorities and representatives on technical and program/project issues

3.1.7 Meet with Government and contractor personnel to formulate and review task plans and deliverable items

3.1.8 Ensure conformance with program task schedules and costs

3.1.9 Direct efforts of cross-competency team(s) to include contractors at multiple locations

3.1.10 Oversee contractor personnel program/project operations by developing procedures, planning and directing execution of the technical, programming, maintenance and administrative support effort and monitoring and reporting progress

3.2 Provide Foreign Disclosure Support. The contractor shall provide Foreign Disclosure Support in reviewing and documenting the release of information to international partners and customers. The contractor should have a background in complex program management.

The contractor shall provide technical and analytical support for the Foreign Disclosure Office (FDO) in developing, updating, administering and evaluating F-35 policies and procedures directly affecting the release of highly technical and sensitive information to F- 35 foreign partners and participants. The contractor shall assist the Government in interpreting disclosure policy and ensuring the appropriate Delegation of Disclosure Letter

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(DDL), Technical Assistance Agreement (TAA), Information Exchange Guide (IEG), National Disclosure Policy and/or export license are upheld. The following subtasks are not assigned to any one specific security business area and are intended to provide maximum flexibility and support to the enterprise:

3.2.1 Provide Foreign Disclosure Analysis Support. The contractor shall provide technical and analytical support to the Government FDO. The contractor shall perform the following foreign disclosure analysis services to include, but not limited to; Assisting with the development of DDLs and IEGs; assisting with monthly updates to country-specific Project Security Instructions (PSI), Technology Assessment/Control Plans (TA/CPs), and Cooperative Program Personnel (CPP) Standard Operating Procedures (SOPs); coordinate daily review of unclassified and classified material proposed for foreign release and provide recommendations to the Government FDO; and reviewing information for public release and coordinate with the F-35 Public Affairs Officer (PAO).

3.2.2 Provide Foreign Disclosure Auditing Support. The contractor shall monitor unclassified Government systems (i.e. unclassified JVE) to ensure program personnel are correctly performing unclassified releases of information to foreign nationals and mark the released information IAW program policy. The contractor shall perform the following foreign disclosure auditing services to include, but not limited to; randomly auditing a minimum of ten (10) percent of the documents created each month; review the documents to ensure they are marked appropriately and do not contain any non-releasable information IAW current DDLs.

3.2.2.1 Electronically document the audit findings in the F-35 Security database. The contractor shall submit a monthly report to the F-35 Director of Security of audit results for the month including percentage reviewed, compilation of issues found, and authors of documents with issues.

3.2.3 Provide Foreign Disclosure Visit Support. The contractor shall provide foreign visit support to include, but not limited to; monitoring international visits through the Government’s Foreign Visit System. Historically, averages of twenty (20) visit requests are received on a daily basis; validating foreign national travel within the U.S; and reviewing traveler’s travel plans and recommend approval/disapproval to the FDO.

3.2.4 Provide Foreign Disclosure Training Support. The contractor shall work closely with the security education and training POC(s) to research, prepare, and present material for foreign disclosure security education and training. Training media may vary including computer-based and PowerPoint slides, for example.

Annual refresher disclosure training shall be computer based unless specified by the Government security lead and periodic disclosure training may be electronic or face-to-face. The following table outlines the anticipated type of training average number of people and frequency of training:

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Type of Training Average Students Per

Y/M Frequency

Cooperative Program Personnel Training (for Foreign Nationals working in the JPO)

10 per/M Monthly

Foreign Disclosure Training (to supplement on-line disclosure training)

120 Per/Y Monthly as Requested

Refresher Foreign Disclosure Training

(to overcome issues in the field)

120 Per/Y As Required

The contractor shall provide the following foreign disclosure training to include, but not limited to:

• Develop and update foreign disclosure training

• Deliver annual refresher training to program personnel on the release of unclassified material to foreign nationals

• Develop training aids when DDLs change, ensuring personnel are informed of new guidance

• Deliver the training to all sites captured in paragraph 4.2 on an annual basis

3.3 Provide Export Integration Support. The contractor shall assist the Government in facilitating export-related policy activities and support the F-35 Export Compliance Office including preparation and coordination of presentations for committee review, interacting with applicable interagency partners such as Department of State for export licenses, and interpreting/maintaining export-related documentation.

3.3.1 Coordinate with F-35 International community to interpret and maintain program security between U.S. and the International user community for Mission Data File development at the reprogramming laboratories, exercises, formal training courses, Distributed Mission Operations training, airshows, static displays, and other activities

3.3.2 Support the F-35 Export Compliance Office with preparation and coordination of presentations for Low Observable/Counter Low Observable reviews

3.3.3 Assist F-35 Export Compliance Office in the assessment of an Operational Requirements Document (ORD) compliant air system within National Disclosure Policy (NDP) guidelines. Coordinate with the F-35 JPO Integrated Product Teams (IPTs) and other Government agencies to ensure an NDP-compliant air system is certified for export to international partners

3.3.4 Review and provide recommendations on F-35 export licenses to ensure international participation remains within U.S. Government policy guidelines

3.3.5 Support the F-35 FDO by initiating, reviewing, and coordinating DDL for Secretariat of the Air Force/International (SAF/IA) approval through the JPO

FDO

3.3.6 Interact and liaise with F-35 JPO IPT structure, Department of State, Defense Technology Security Administration (DTSA), prime contractors, and foreign

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4.0 GENERAL INFORMATION

4.1 Period of Performance. The period of performance (PoP) consists of 12 months.

4.2 Place(s) of Performance. The primary places of performance for the this requirement are:

• F-35 JPO in Arlington, VA

• Patuxent (Pax) River, MD

4.2.1 The contractor may be required to support foreign disclosure auditing and training via travel at Government sites including but not limited to the following as requested by the Government:

• Eglin AFB, FL

• Fort Worth, TX

• China Lake, CA

• Point Mugu, CA

• Wright-Patterson AFB, OH

• Orlando, FL

4.3 Hours of Operations. The contractor shall provide the required services and staffing coverage during normal working hours. Core hours are 0900-1500, Monday through Friday (except on the legal holidays specified in paragraph 3.5.3). Some supported Government offices have flexibility to start as early as 0500/0530 and end as late as 1900, Monday through Friday.

When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential.

4.4 Compressed Work Schedule (CWS). CWS is permitted on this effort IAW ID/IQ Section 4.4.

4.5 Extended Core Business Hours. Contractor Staff may be required to work beyond Normal Core Business Hours. In the event that additional hours must be worked, prior approval must be obtained from the COR.

4.6 Overtime. Refer to ID/IQ.

4.7 Telework. Telework is permitted on this effort IAW ID/IQ Section 4.7.

4.8 Meeting Support. In support of the tasking outlined in this task order, the contractor shall have the capability to support meetings at the TOP SECRET classification level at Government location(s) captured in this TO at CONUS locations.

4.9 IT Operating Environment. Refer to ID/IQ.

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4.10 Transition/Mobilization. Refer to ID/IQ.

4.11 Management of Contractor Personnel. Refer to ID/IQ.

4.12 Installation Closure. Refer to ID/IQ.

4.13 Holidays. Refer to ID/IQ.

4.14 Information Technology. Refer to ID/IQ.

4.15 Section 508 Compliance. Refer to ID/IQ.

4.16 Government Furnished Property (GFP). Refer to ID/IQ.

5.0 SECURITY REQUIREMENTS

5.1 DD-254, Contract Security Classification Specification. Refer to ID/IQ.

5.2 Basic Personnel Clearance Requirements. All personnel must have required security clearance at day one of Task Order Period of Performance (PoP). Personnel may not have an interim clearance at time of contract award unless approved in advance by the Government.

Positions designated as Special Access Required (SAR) must have a final clearance and be eligible for access under the SAP Nomination Process prior to on-boarding at the F-35 Joint Program Office or associated sites. The contractor is responsible for ensuring that all personnel receive the requisite investigation and are favorably adjudicated in accordance with DoDM 5220.22, National Industrial Security Program Operating Manual (NISPOM). Contractor employees who fail to meet security clearance requirements may not access classified information or perform sensitive duties.

In such cases, the contractor employee may not perform on the contract. The Project Manager and Foreign Disclosure Analyst positions captured in this task order all require a TOP SECRET level clearance. The Export Compliance position requires a TOP SECRET / SAR-eligible / SCI level clearance. (Reference Section 9.2 of this TO).

5.3 Citizenship Requirements: Refer to ID/IQ.

5.4 Command Access Cards (CAC) / Local Badges: Refer to ID/IQ.

5.5 SAAR-N: Refer to ID/IQ.

5.6 Information Security. Refer to ID/IQ.

5.7 Anti-Terrorism Force Protection and Emergency Management: Refer to ID/IQ.

6.0 TRAVEL AND OTHER DIRECT COSTS

6.1 Travel. Travel shall be allowable only when it is essential to the performance of the tasks detailed in this task order. Refer to ID/IQ.

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6.2 Other Direct Costs (ODC). Refer to ID/IQ.

7.0 CONTRACT DELIVERABLES AND APPLICABLE DOCUMENTS

7.1 Contract Status Reporting: The following contract deliverables shall be provided in response to this task order:

Table 7.1. Deliverables

Name No. of Copies

SOW

Reference Due

Management and Staffing Plan

1 3.1, 7.1.1 Per ID/IQ

Quality Control Plan 1 3.1, 7.1.2

No later than 30 calendar days after award and as needed post-award to capture any Contractor requested changes to the approved plan for further approval

Kick-Off Meeting & Slides 1 3.1, 7.1.3

No later than 10 business days of task order award notification for Government review.

Monthly Status Report 1 3.1, 7.1.4 Per ID/IQ Monthly Expenditure Report

1 3.1, 7.1.5 Per ID/IQ

Weekly Activity Report (WAR) 1 3.1, 7.1.6 Per ID/IQ

Hiring Status Report 1 3.1, 7.1.7 Per ID/IQ

Transition-In Plan 1 3.1, 7.1.8 Per ID/IQ

Travel Authorization Request

1 6.1 & 7.1.9

No later than 10 calendar days before the first travel date (CONUS) or 15 calendar days (OCONUS) for COR approval

Trip Report 1 4.2.1, 7.1.10

No later than 5 business days after the last day of travel

Meeting Minutes 1 3.1, 7.1.11 No later than 3 business days of the meeting conclusion

Problem Notification 1 3.1, 7.1.12 Per ID/IQ

Transition-Out Plan 1 3.1, 7.1.13 Per ID/IQ

Foreign Disclosure Audit Report

1 3.2.2, 7.1.14

No later than the 10th business day of each month

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Name No. of Copies

SOW

Reference Due

Notes:

1. Submit one copy each electronically in Adobe (PDF) or as a Microsoft Office Suite product to the CO, COR, PM, CS, and acquisition analyst. If copies exceed five (5) megabytes of data, send through AMRDEC SAFE (Safe Access File Exchange) at https://safe.amrdec.army.mil/SAFE/. Submit classified reports only to the GCC point(s) of contact via SIPRNet or JWICS, as appropriate.

2. All deliverables shall be submitted by the established due date. If the due date falls on a weekend or holiday, the deliverable shall be submitted on the next business day. Unless specified otherwise, calendar days will be used. If the submittal is rejected by the Government the Contractor shall resubmit within 15 days.

3. The deliverables listed are not all inclusive and do not relieve the Contractor of responsibility for providing deliverables as required elsewhere in the SOW and the main ID/IQ if applicable.

4. All deliverables must meet professional standards and meet the requirements set forth in contractual documentation. The Contractor shall be responsible for delivering all end items specified unless otherwise directed by the COR/TPOC. Contractor format is acceptable for this effort, unless otherwise stated, as long as all required analysis is completed and provided to the Government.

7.1.1 Management and Staffing Plan. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.2 Quality Control Plan. The Contractor shall provide a Quality Control Plan (QCP) in accordance with the timelines captured in Table 7.1 that aligns with the ID/IQ Management Task Order approved plan. The Contractor shall establish and maintain a QCP that ensures services are performed in accordance with this requirement (see Section 8), applicable laws and regulations, and best commercial practices.

7.1.3 Kick-Off Meeting and Slides. The Contractor shall attend the contract Kick-Off Meeting and submit Kick-Off slides in accordance with the timelines captured in Table 7.1. The Contractors slides shall capture (at a minimum) the following data:

• Introduction of key personnel

• Roles and responsibilities

• Communication plan and lines of communication overview

• Schedule showing major tasks and milestones with start/completion dates

• Security requirements/issues/facility access procedures (if applicable)

• Sensitivity and protection of information (if applicable)

• Government Furnished Information (GFI) and Equipment (GFE) (if applicable)

• Initial deliverables (if applicable)

• Current status of transition-in plan (as proposed and approved by the Government)

• Any other information the contractor deems pertinent https://safe.amrdec.army.mil/SAFE/

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7.1.4 Monthly Status Report. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.5 Monthly Expenditure Report. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.6 Weekly Activity Report. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.7 Hiring Status Report. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.8 Transition-In Plan. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.9 Travel Authorization Request. The Contractor shall submit a travel authorization request in accordance with the timelines capture in Table 7.1 that includes (at a minimum) the following data for COR approval prior to incurring any costs (the Government may provide a travel authorization request template for use post-award):

• Contract Number

• Name of Traveler

• Dates

• Origin and Destination

• Owning IPT being supported

• Organization to be visited;

• Purpose of Travel

• Estimated Airfare

• Estimated Lodging within regulatory limits

• Estimated Per Diem

• Estimate Ground Transportation

• POV Use

• Miscellaneous Costs

• Justification as to why teleconferencing or video teleconferencing cannot be used

• Employee signature

• IPT Signature

7.1.10 Trip Report. The Contractor shall submit a trip report in accordance with the timelines capture in Table 7.1 that includes (at a minimum) the following data:

• Personnel who traveled

• Dates of travel

• Destination(s)

• Purpose of trip

• Cost of the trip

• Approval authority

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• Summary of events, action items, and deliverables

7.1.11 Meeting Minutes. The Contractor shall submit meeting minutes in accordance with the timelines capture in Table 7.1 that capture (as a minimum) the following data:

• Meeting attendees and their contact information

• Meeting date

• Meeting location

• Purpose of meeting

• Summary of events

7.1.12 Problem Notification. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.13 Transition-Out Plan. As required per the ID/IQ. Contractor shall include data pertinent to this TO as part of the ID/IQ Management TO deliverable.

7.1.14 Foreign Disclosure Audit Report. Contractor shall include all data listed at Section 3.2.2.1.

7.2 Applicable Documents. The Contractor shall comply with regulations or publications captured in Attachment 1 at the ID/IQ level. This list is not all-inclusive; additional policies may be identified as the program matures. The Contractor is responsible for ensuring that tasks executed on this TO are in accordance with regulations, documents and policies applicable to this particular

TO.

7.3 Enterprise-Wide Contractor Manpower Reporting Application (ECMRA): Refer to

ID/IQ.

8.0 QUALITY

8.1 Contractor Quality Control. Refer to ID/IQ.

8.2 Service Summary. The Service summary captured in Attachment 3 will be used to develop or may serve as the Government Surveillance Activity Checklist (SAC) to audit performance in accordance with this TO. The SAC will identify the audit methods and procedures the Government will use to evaluate Contractor performance. The Government will provide a copy of the SAC and any updates to the Contractor as applicable.

9.0 KEY PERSONNEL, LABOR CATEGORIES, AND QUALIFICATIONS

9.1 Key Personnel. The following positions are considered key personnel in support of this requirement and are indicated in bold font in Section 9.2:

• Export Integration Specialist

9.2 Qualifications / Labor Categories /Level of Effort. The contractor shall be responsible for

Page | 11 employing personnel with experience level and education as outlined in Section 9.3 and 9.4 that pertain to the labor categories specified. In addition to possessing clearance, certification (cert) and specific requirements for each labor category by level, personnel employed for each labor category will also possess the ability to perform SOW tasks that correspond with the labor category and knowledge of documents/regulations that align with the specific labor category. The Standard Occupational Codes (SOC) are in accordance with the Bureau of Labor Statistics 2018 Standard Occupational Classification System.

Labor Category

SOC FTE Duty Location

Level Clearance Cert Specific Requirements

Project Manager

11-

.25 (480 hrs)

Contractor Senior Top Secret N/A • Ability to fulfill tasks at SOW

3.1 and oversee contractor personnel associated with all other tasks on this TO

• Demonstrated experience with flag-officer level briefings and senior-level interface

• Demonstrated knowledge of DoD 5000 series (DoD acquisition)

Foreign Disclosure Support Analyst

33-

(1920 hrs)

Gov’t, Arlington, VA

Senior Top Secret N/A • Ability to fulfill tasks at SOW 3.2

• Specialized experience with flag-officer level briefings and senior-level interface

• Demonstrated knowledge of aircraft programs and systems

Foreign Disclosure Support Analyst

33-

(1920 hrs)

Gov’t, Arlington, VA

Mid Top Secret N/A • Ability to fulfill tasks at SOW 3.2

• Demonstrated knowledge of aircraft programs and

Page | 12 systems Foreign Disclosure Support Analyst

33-

(1920 hrs)

Gov’t, Patuxent River, MD

Mid Top Secret N/A • Ability to fulfill tasks at SOW 3.2

• Demonstrated knowledge of aircraft programs and systems

Foreign Disclosure Support Analyst

33-

(1920 hrs)

Gov’t, Edwards

AFB, CA

Mid Top Secret N/A • Ability to fulfill tasks at SOW 3.2

• Demonstrated knowledge of aircraft programs and systems

Foreign Disclosure Support Analyst

33-

(1920 hrs)

Gov’t, Arlington, VA

Junior Top Secret N/A • Ability to fulfill tasks at SOW 3.2

• Demonstrated knowledge of aircraft programs and systems

Export Integration Specialist

(KEY)

33-

(1920 hrs)

Gov’t, Arlington, VA

Senior Top Secret SCI

/ SAR

N/A • Ability to fulfill tasks at

SOW 3.3

• Demonstrated knowledge of Air Staff/OSD organizations and processes

• Demonstrated experience with flag-officer level briefings and senior-level interface

• Demonstrated knowledge of aircraft programs and systems

Total FTE: 6.25 (12,000 hours)

9.2.1.1 Minimum Education. Refer to Paragraph 9.3. For the Project Manager, the required degree shall be in Management, Administration, Business, Science or related discipline. For Foreign Disclosure Analyst and Export Integration Specialist, the required degree shall be in

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Business, Science or related discipline. Refer to Paragraph 9.4 for allowable substitution for lack of the required degree level.

9.2.1.2 Minimum Experience. Refer to Paragraph 9.3. The contractor must have the ID/IQ SOW required experience in: international programs and/or foreign disclosure and releasability processes and procedures in major acquisition programs; demonstrated education and/or training in a relevant security/disclosure field; and possess knowledge of aircraft programs and systems for all positions. The Export Integration Specialist must also possess Subject Matter Expert (SME) level knowledge of the Air Staff/OSD organizations and processes, SME-level knowledge of Service and OSD policy and documentation related to PPBS, life-cycle management of military acquisition programs (as specified in the DoD 5000 series), and proven interpersonal/communication/briefing skills as the senior level. The contractors shall have a the appropriate clearance as captured in paragraph 9.2 above with a Periodic Reinvestigation no older than five years for all positions under this TO.

9.3 Experience Level Definition. The contractor shall be responsible for employing personnel with the qualifications and skills required to successfully accomplish the tasking outlined in the SOW. The experience required in this TO is different from the standard at the ID/IQ level. The professional labor category experience and education requirements corresponding to the three levels specified for this TO (Junior, Mid and Senior) are as follows:

• JUNIOR: A Junior level person within a labor category for this TO has at least three years of experience performing work directly applicable to the labor category functional description and an Associate’s degree, or a qualifying substitution as identified in Section 9.4. Two of the three years must pertain specifically to the labor category (e.g. a Foreign Disclosure Support Analyst must have at least two years performing duties specific to Foreign Disclosure) while the other year must pertain to a related labor category (e.g. any other security discipline). A Junior level person is responsible for assisting more senior positions and/or performing functional duties under the oversight of more senior positions.

• MID: A Mid level person within a labor category for this TO has five or more years of experience performing work related to the labor category functional description and a BA/BS degree or a qualifying substitution as identified in Section 9.4. Four years must pertain specifically to the labor category (e.g. a Foreign Disclosure Support Analyst must have at least four years performing duties specific to Foreign Disclosure) while the remaining experience must pertain to a related labor category (e.g. any other security discipline). A Mid level person typically performs all functional duties independently.

• SENIOR: A Senior level person within a labor category for this TO has ten or more years of experience performing work related to the labor category functional description and a MA/MS degree, or a qualifying substitution as identified in Section

9.4. Six years must pertain specifically to the labor category (e.g. a Foreign Disclosure Support Analyst must have at least six years performing duties specific to Foreign Disclosure) while the remaining experience must pertain to a related labor category (e.g. any other security discipline). A Senior level person typically works on high-

Page | 14 visibility or mission critical aspects of a given program and performs all functional duties independently. A Senior level person may oversee the efforts of less senior staff and/or be responsible for the efforts of all staff assigned to a specific job.

9.4 Education Level Substitution. The following qualification substitution chart details the combination of education/experience that can be used as a substitute for the degree requirements applicable to the above experience/education levels, except as noted at the task order level:

Bachelor’s Degree 6 years of additional work experience related to the labor category functional description may be substituted for a Bachelor’s Degree Associate’s Degree plus 4 years of additional work experience related to the labor category functional description may be substituted for a Bachelor’s Degree.

Master’s Degree Bachelor’s Degree plus 4 years additional work experience related to the labor category functional description may be substituted for a Master’s Degree.

• Note: All degrees shall be obtained from an accredited college or university as recognized by the U.S. Department of Education.

10.0 ATTACHMENTS

• Attachment 1 - Applicable Documents – Refer to ID/IQ

• Attachment 2 – Level of Effort – No Separate Attachment - Refer to Section 9.2

• Attachment 3 – Task Order Service Summary

• Attachment 4 - Purchase Request Form - Refer to ID/IQ

• Attachment 5 - Travel Authorization Request Form - Refer to ID/IQ

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Attachment 3

Task Order Services Summary

Performance Objective Performance Standard Performance Threshold

Provide qualified personnel for task order performance

Qualified personnel are in place for task order performance

Performance is acceptable when qualified personnel are in place for task order performance no later than (NLT) 45 calendar days following task order award unless authorized by the Contracting Officer

Retain personnel with specified qualifications

Effectively replaces / substitutes personnel

Performance is acceptable when task order vacancies do not exceed 30 calendar days

Review unclassified and classified material for release to foreign governments, in accordance with National and Department of defense policies.

Coordinate daily review of unclassified and classified material proposed for foreign release and provide recommendations to the Government Foreign Disclosure Officers (FDOs)

Performance is acceptable when recommendations are submitted to the Government FDO within 10 working days from receipt

Audit unclassified Government systems to ensure compliance with applicable policies

Audit unclassified Government systems to ensure program personnel are correctly performing unclassified releases of information to foreign nationals and marking the released information in accordance with program policy

Performance is acceptable when a minimum of 10% of documents created each month are audited

Coordinate updates to foreign and technology security policy

Assist with the development of DDLs and Information Exchange Guides (IEGs)

Performance is acceptable when:

a) 100% of deliverable requirements are met and received on time at the requested time

b) Information is current and accurate

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Manage foreign visit requests

Monitor international visits through the Government’s Foreign Visit System, validating JPO Partner nationals and FMS participant foreign national travel within the U.S. to JPO sites and JPO contractor facilities

Performance is acceptable when foreign visits are processed within 10 working days from receipt