P07 RPP HQ0034259JDEC Attachment 1 Consortium Management PEP_TEMPLATE.docx

HQ0034259JDEC

ATTACHMENT 1: PROJECT EXECUTION PLAN

CONSORTIUM MANAGEMENT PROJECT EXECUTION PLAN

FOR

JOINT DIRECTED ENERGY CONSORTIUM

1.0 BACKGROUND: Under the authority of 10 United States Code (U.S.C.) § 4021 and §4022, this Joint Directed Energy Consortium Agreement with Consortium Management Organization (CMO) is in support of the Joint Directed Energy Transition Office (JDETO), within the Office of the Undersecretary of Defense for Research and Engineering, Office of the Assistant Secretary of Defense for Critical Technologies, Applied Technology, Directed Energy (OUSD(R&E)/ OASD(CT)/ AT/ DE).

2.0 SOLUTION EXECUTIVE SUMMARY:

The CMO shall propose an executive summary of the solution, which clearly summarizes the CMO’s vision for the Joint Directed Energy Consortium (JDEC) including the approach to consortium structure, management, and membership.

The CMO shall demonstrate its experience in managing consortia or similar entities.

3.0 SOLUTION:

The CMO shall propose its solution to the problem statement. The solution should include, but is not limited to, the CMO’s plan to address the following objectives:

3.1 Consortium Structure and Functions. At a minimum, shall address the following objectives:

· Leadership & Governance

· Consortium mission and vision

· Operating charter

· Operational structure

· Business model and practices

· Proposed responsibilities as Consortium Manager

· Intended level of interaction/oversight with Consortium members

· Plan/ability to assist new and nontraditional defense contractors in understanding the DoD customer, mission, and processes

· Proposed Consortium structure, processes for providing administrative and financial oversight, plans to develop and implement Consortium by-laws

· Plans for ensuring consistent and impactful interaction between the Government and Consortium

· Plan for establishing Advisory Boards

· Framework for scope and accountabilities for each Advisory Board

· Security

· Plan to address special considerations in the problem statement

· Plan for compliance with security requirements

· Capability and capacity to implement Government’s security procedures and handle, transmit and store controlled unclassified, confidential, and classified information

· Capability and capacity to manage Consortium members’ security clearance requirements

· Plan to ensure Operational Security, ensure compliance with International Traffic in Arms Regulations (ITAR) and other regulatory and statutory obligations

· Reporting

· Plan for reporting requirements and schedule of reports

· Proposed metrics and reporting to validate that the Government’s intent for the Consortium is being met including, but not limited to, reinvestments, Consortium growth, level of Non-Traditional Defense Contractor (NDC) and Nonprofit Research Institute (NRI) participation, cost savings, minimizing time to award, etc.

3.2 Consortium Community

· Membership

· Outreach to potential members

· Plans for establishing shared goals, commitments, buy-in, and relationships among consortium members rather than just between members and the consortium manager

· Demonstrated current capability to build out membership

· Future plans for member retention and growth

· Plan to share information across the membership

· Plan to foster teaming among the membership

· Other benefits of membership

· Membership Costs

· Consortium cost model (i.e., fees) for consortium members

· Plan for membership levels and respective benefits, if applicable

· Membership Services and Activities

· Plan for webpage and electronic communications

· Plan to engage the community using the JDETO Consolidated Meeting Model

· Plan to provide logistical and information support to membership

· Plan to provide member-customer functions such as Industry Day events

· Plan to enhance workforce development, including training and professional courses

· Other services and activities for members

3.3 Project Agreement Solicitation, Selection and execution

· Plan for prototype/research project agreement awards

· Plan for solicitations and supporting the acquisition processes

· Plan and procedures to address intellectual property rights

· Plan for project agreement award execution

· Plan for consortium members to be able to provide unsolicited solutions

· Plan for administrative oversight of prototype/research project agreements

· Plan for project management and oversight

· Plan for reporting

· Plan for modifications

· Plan for termination

· Plan for evaluating and documenting successful completion

· Plan to provide funding oversight for the consortium Other Transaction (OT) agreement and all sub prototype/research projects

4.0 DELIVERY SCHEDULE: [Insert the detailed technical requirements for the proposed project – this information should not be written in first person, but it should include all of the detailed information proposed by the CMO to meet the Government’s requirement.]

5.0 MILESTONE PAYMENT SCHEDULE: The period of performance for this Consortium is one five-year base period with one five- year option period. [Tie milestone payments back to the Technical Requirements.]

6.0 DATA RIGHTS ASSERTIONS: In accordance with the Terms and Conditions, the CMO is asserting data rights on Non-commercial Technical Data or Computer Software. The Government's rights to use, release, or disclose the following Technical Data or Computer Software is restricted as shown below:

[Insert proposed data rights.]

1 If the assertion is applicable to items, components, or processes developed at private expense, identify both the data and each such item, component, or process.

2 Generally, the development of an item, component, or process at private expense, either exclusively or partially is the only basis for asserting restrictions on the Government's rights to use, release, or disclose Technical Data pertaining to such items, components, or processes. Indicate whether development was exclusively or partially at private expense. If development was not at private expense, enter the specific reason for asserting that the Government's rights should be restricted.

3 Enter asserted rights category (e.g., government purpose license rights from a prior contract, limited, or specifically negotiated licenses).

4 Corporation, individual, or other person, as appropriate.

7.0 SUCCESSFUL COMPLETION CRITERIA: This agreement, or portions thereof, will be considered successfully completed upon (1) acceptance of funded milestones identified under Section 5.0 of the Project Execution Plan, (2) Government receipt and acceptance of deliverables, and (3) the delivery and demonstration of the technical requirements.

The following table provides the criteria for demonstrating the technical requirements for successful completion. Upon receipt of delivery, with associated functional testing documentation indicating proper functionality of those prototypes, the Government will make a determination of acceptance. The acceptance thresholds briefly describe the minimum acceptable standards for successful completion. These thresholds are critical to the success of prototype projects awarded through this consortium.

(complete)

8.0 SIGNIFICANT PARTICIPATION: Use of the 10 U.S.C. § 4022 prototype authority for this OT Agreement is contingent on the significant participation of at least one NDC, NRI, and/or SB. The proposed NDC(s), NRIS(s) and/or SB(s) and the nature of their participation for this OT Agreement is identified below. (CMO to complete table below)