Attachment 1_PWS_Statistician and Cost Account Analyst.pdf

PERFORMANCE WORK STATEMENT (PWS)

For

Statistician and Cost Accounting Analysis Services October 2025

1.0 General:

1.1 Scope: The Contractor shall provide all personnel, equipment, tools, materials, supervision, and quality control necessary, except as specified in Paragraph 3.0 as Government Furnished, to perform Statistician and Cost Accounting Analysis Services, as defined in this PWS. The Contractor provides expert technical analysis and recommendations to civilian and military members of the National Guard Bureau.

Primary responsibility to plan, organize, and perform technical analysis to expertly manage and recommend budget functions of the Army National Guard with emphasis on support of fiscal reporting, tracking, reconciliation and reporting.

This service requires knowledge and skill in the application of related laws, regulations, policies, acquisition, precedents, methods, and techniques of program, analysis and funds management as they relate to the Planning, Programming, and Budget Execution System (PPBES).

1.2 Background: The Army National Guard (ARNG) has a requirement for Statistician IIIA services in support of its ARNG-RMC-BE Branch. This service is located in the ARNG Comptroller Division, 111 South George Mason Drive, Arlington, Virginia. Statistician IIIA, in direct support of the ARNG Directorate to apply Operations Research and Statistical Analysis (ORSA)-type methodologies and techniques as it relates to the successful business processes required by the ARNG Comptroller's office. This requirement is in support of the Office of the Secretary of War, Comptroller (OSW-C), Assistant Secretary of the Army for Financial Management and Comptroller (ASA-FMC).

1.3 Period of Performance (PoP): The Period of Performance shall consist of a base period of 12 months (one year) with four 12-month (one year) options and one 6-month option extension of services in accordance with FAR 52.217-8.

1.4 General Information:

1.4.1 Place and Performance of Services: The contractor shall provide services between the hours of Monday through Friday between the hours of 8:00 AM to 4:30 PM, except on recognized US holidays or when the Government facility/installation is closed due to local or national emergencies, administrative closings, Executive Orders, or similar Government directed facility/installation closings. Performance shall be at the National Guard Bureau, 111 South George Mason Drive, Arlington, VA 22204. The contractor shall maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility/installation is not closed for

Draft the above reasons. When hiring personnel, the contractor shall keep in mind that the stability and continuity of the workforce is essential.

1.4.1.1.1 Telework: The Government will permit the Contractor to telework in support of this requirement. In furtherance of Continuity of Operations Planning (COOP), a telework program may be enacted to ensure that the Government's mission-critical operations stay operational during times of national emergency or incidents of national significance. The Contractor must submit a telework plan within 10 days after award to the COR and KO for approval. Telework shall be at no additional cost to the Government. (Deliverable 1)

1.4.1.1.2 Remote Work: The Government does permit the Contractor to work remotely in support of this requirement. The Contractor must submit a remote work plan within 10 days after award to the COR and KO for approval. Remote work shall be at no additional cost to the Government. (Deliverable 2)

1.4.1.2 Unscheduled Gate Closures: The Security Police may have unscheduled Gate Closures that occur at any time causing all personnel entering or exiting a closed installation to experience a delay. This cannot be predicted or prevented. Contractors are not compensated for unexpected closures or delays. Vehicles operated by Contractor personnel are subject to search pursuant to applicable regulations. Any moving violation of any applicable motor vehicle regulation may result in the termination of the Contractor employee’s installation driving privileges.

1.4.1.3 Obeyance of Regulations: The Contractor’s employees shall become familiar with and obey the regulations of the installation; including fire, traffic, safety and security regulations while on the installation. Contractor employees should only enter restricted areas when required to do so and only upon prior approval. All Contractor employees shall always carry proper identification with them and shall be subject to such checks as may be deemed necessary. The Contractor shall ensure compliance with all regulations and orders of the installation, which may affect performance. The Government reserves the right to direct the removal of an employee from Government property or revoke access to Government systems for misconduct, security reasons, or any overt evidence of communicable disease. Removal of Contractor employees for reasons stated above does not relieve the Contractor from responsibility for total performance of this contract.

1.4.2 Recognized Holidays: The Contractor shall not perform services on recognized U.S. holidays. All recognized holidays can be found at: https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ Most Federal employees work on a Monday through Friday schedule. For these employees, when a holiday falls on a non-workday (Saturday or Sunday) the holiday usually is observed on Monday if the holiday falls on Sunday or Friday if the holiday falls on Saturday. The Contractor shall be responsible for knowing when Federal holidays or other declared closures are recognized as this may impact the status of Federal facilities and Contractor access to such facilities. The Contractor will not be required to perform on “other declared closures/holidays” not included on the OPM.gov website or closure(s) by the Government. For it to be an

Draft https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/ https://www.opm.gov/policy-data-oversight/pay-leave/federal-holidays/

“other declared” a holiday or other types of closure (such as day before Christmas, day after Thanksgiving), an Executive Order must have been issued by the President of the United States, Office of Management and Budget or Office of Personnel Management.

During TARC closures or closures at other Government facilities impacting Contractor performance (other than by Executive Orders), the Contractor will be notified in writing by the COR. The Contractor will communicate with the COR to verify any pending or Government declared closure(s).

1.4.3 Quality Control (QC): The Contractor shall develop and maintain an effective QC Plan (QCP) to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure nonrecurrence of defective services. The Contractor’s QCP is how it assures itself that its work complies with the requirements of the contract. As a minimum, the Contractor shall develop QC procedures that address the areas identified in Technical Exhibit 1, Performance Requirements Summary (PRS). A final QCP shall be submitted to the Contracting Officer Representative (COR) NLT 10 days after contract award.

(Deliverable 3)

After acceptance of the QCP, the Contractor shall obtain the Contracting Officer’s (KO’s) acceptance in writing of any proposed changes to its QCP.

1.4.4 Quality Assurance (QA): The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government will 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 acceptable quality level(s) or defect rate(s).

1.4.5 Installation Access and Security Requirements. The Contractor shall comply with all applicable installation/facility access and local security policies and procedures, which may be obtained from the Contracting Officer Representative (COR). The 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. The Contractor shall ensure compliance with all personal identity verification requirements as directed by Department of War (DoW), Headquarters Department of Army (HQDA) and/or local policy (see PWS 6.0). Should the Force Protection Condition (FPCON) change, the Government may require changes in Contractor security matters or processes.

1.4.5.1 Common Access Card (CAC): The CAC is the DoW Federal Personal Identity Verification (PIV) credential. Before CAC issuance, the Contractor employee requires, at a minimum, a favorably adjudicated Tier 1 or an equivalent or higher investigation in accordance with Army Directive 2014-05. The Contractor employee will be issued a CAC only if duties involve one of the following: (1) both physical access to a DoW facility and access, via logon, to DoW networks on-site or remotely; (2) remote access, via logon, to a DoW network using DoW-approved remote access procedures; or (3) physical access to multiple DoW facilities or multiple non-DoW federally controlled facilities on behalf of the DoW on a recurring basis for a period of 6 months or more. At the discretion of the sponsoring activity, an initial CAC may be issued based on a favorable review of the FBI fingerprint check and a successfully scheduled Tier 1 investigation at the Office of Personnel Management.

Sponsorship and Enrollment: The Sponsorship and Enrollment information about each applicant must be registered in the Defense Enrollment Eligibility Reporting System (DEERS) through either the Real-Time Automated Personnel ID System (RAPIDS) using the DD Form 1172-2-2 or the Mission Partner Identity, Credential, and Access Management (MP ICAM).

1.4.5.1.1 Homeland Security Presidential Directive (HSPD-12): Background Investigation Requirements: The Contractor shall ensure that all Contractor and subcontractor personnel whose duties require CAC card issuance obtain them and shall process all CAC card applications. The Contractor shall ensure that all employees requiring an initial background investigation complete a Personnel Security Investigation Portal (PSIP) form at the earliest possible date and that this form is forwarded to COR immediately. The COR will review the form for completeness and accuracy and forward it to the National Guard Bureau (NGB) Personnel Security manager who will initiate the investigation process via PSIP. Contractor personnel will then receive two e-mail messages; the first will confirm that the investigative service provider has received the request, and the second will provide instructions for the completion of the appropriate form via the Electronic Questionnaires for Investigations Processing (e-QIP) system.

Upon completion of the e-QIP questionnaire and submittal of all required documents, including fingerprint cards to the security manager, the background investigation will be initiated. The Contractor shall ensure immediate compliance with all instructions regarding background investigation processing, including those provided verbally, by e-mail or via a Government system. The Contractor is cautioned that the entire process from submitting the PSIP form to return of the FBI fingerprint check may routinely take from two to six weeks and shall factor this lead time into its hiring and placement process. The Contractor shall make all reasonable efforts to ensure that Contractor employees meet CAC eligibility standards upon assignment to the contract and shall be held responsible for delays, failure to meet performance requirements or decreases in efficiency in accordance with the applicable inspection clause. (Deliverable 4)

1.4.5.1.2 Mission Partner Identity, Credential, and Access Management (MP ICAM): The Contractor shall process CAC applications through MP ICAM, the procedures for which are described below. Although there is no requirement for the Contractor to designate a “Corporate Facility Security Officer" (FSO) to serve as its single point of contact for the background investigation, the MP ICAM application process and other CAC and security-related matters, such designation facilitates these processes. If a Corporate FSO is not established, all Contractor employees requiring a CAC will be required to process their own applications. The submission process for CAC applications is as follows:

1. The Contractor's FSO or Contractor employee shall submit requests for a CAC via email to the designated MP ICAM Trusted Agent (TA). The MP ICAM TA is SFC Dana L. Brooks-Womack.

2. The Government will establish an MP ICAM application account for each CAC request, to the Contractor’s FSO or Contractor employee. The FSO or Contractor employee shall access the MP ICAM account and complete the CAC application (entering/editing Contractor information as appliable) at: MP ICAM – Mission Partner Respiration Web Application – DMDC (osd.mil). The Contractor’s FSO or Contractor employee shall follow up to ensure that the MPAS has processed the request.

3. The Government will inform the Contractor's applicant, via email, of one of the following:

a. Approval.* Upon approval, the information is transferred to the DEERS database, and an email notification is sent to the Contractor with instructions on obtaining their

CAC.

b. Rejection.* The Government, in separate correspondence, will provide reason(s) for rejection.

c. Return. Additional information or correction to the application required by the Contractor employee.

*The Contractor shall maintain records of all approved and rejected applications.

(Deliverable 5)

1.4.5.1.3 Obtaining a CAC: Contractor personnel shall obtain a CAC from the nearest Real Time Automated Personnel Identification Documentation System (RAPIDS) Issuing Facility. At the RAPIDS station, the RAPIDS Verification Officer will verify the Contractor employee by Social Security Number (SSN) and two forms of identification.

Identity source documents must come from the list of acceptable documents included in Form I- 9, OMB No. 1615-0047, "Employment Eligibility Verification". Consistent with applicable law, at least one document from the Form I-9 list shall be a valid (unexpired) State or Federal Government-issued picture ID. The Identity documents will be inspected for authenticity and scanned and stored in the DEERS upon issuance of an ID. The photo ID requirement cannot be waived, consistent with applicable statutory requirements. The Verification Officer will capture primary and alternate fingerprints, picture, and updates to DEERS, and then issue a CAC. Issued CACs will be valid for no longer than three years, or until the individual's contract end date (including any options), whichever is earlier. https://idco.dmdc.osd.mil/idco/

1.4.5.1.4 CAC Requests: The Contractor shall manage requests for new or renewal CAC cards in sufficient time to ensure that all Contractor employees have them when needed to perform work under this contract. The Contractor shall provide at least 10 https://idco.dmdc.osd.mil/idco/ calendar days advance notice to the MPAS, unless there are extenuating circumstances approved by the COR or KO. (Deliverable 6)

1.4.5.1.5 Return of CACs: The Contractor shall return issued CACs to the DEERS office upon departure or dismissal of each Contractor employee and shall obtain receipt for each card and provide it to the TA/COR. (Deliverable 7)

1.4.5.1.6 Failure to comply with these requirements may result in delay or withholding of final payment.

1.4.5.1.7 New Digital Login “myAuth”: The Contractor will be provided instructions from the COR upon award of the contract.

1.4.5.2 RESERVED

1.4.5.3 Awareness Training (AT) Level 1: All Contractor employees, including subcontractor employees, requiring access to Army installations, facilities, and controlled access areas shall complete AT Level 1 training within 30 calendar days after contract start date and within 30 calendar days of new employees commencing performance. The Contractor submits certificates of completion for each affected Contractor and subcontractor employee to the COR within 15 calendar days after completion of training by each employee or subcontractor personnel. AT Level 1 awareness training is available at the following website:

https://home.army.mil/campbell/about/Garrison/DPTMS/training-division/civilian-employee-one-stop-shop/training/mandatory-online-training.

(Deliverable 8)

1.4.5.4 iWATCH Training: The Contractor and all associated subcontractors with an area of performance within an Army-controlled installation, facilities or area shall brief all employees on the local iWATCH program (training standards provided by the requiring activity Antiterrorism Officer (ATO)). This local developed training shall be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR or the KO. This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance. The Contractor shall report completion for each Contractor employee and subcontractor employee to the COR, within 15 calendar days after completion of training. A Power point will be sent by the COR to the Contractor.

(Deliverable 9)

1.4.5.5 Communications Security/Information Technology (COMSEC/IT) Security:

All communications with DoW organizations are subject to COMSEC review. All telephone communications networks are continually subject to intercept by unfriendly intelligence organizations. DoW has authorized the military departments to conduct COMSEC monitoring and recording of telephone calls originating from, or terminating at, DoW organizations. Therefore, the Contractor is advised that any time Contractor personnel place or receive a call they are subject to COMSEC procedures. The

Contractor shall ensure wide and frequent dissemination of the above information to all employees dealing with DoW information. The Contractor shall abide by all Government regulations concerning the authorized use of the Government’s computer network, including the restriction against using the network to recruit Government personnel or advertise job openings.

1.4.5.6 Use of Government Information Systems (IS) and access to Government networks is a revocable privilege, not a right. Users are the foundation of the DoW strategy, and their actions affect the most vulnerable portion of the Army Enterprise Infostructure (AEI). Contractor employees shall have a favorable background investigation or hold a security clearance and access approvals commensurate with the level of information processed or available on the system. Contractor employees shall:

1.4.5.6.1 Comply with the command's Acceptable Use Policy (AUP) for Government owned IS and sign an AUP prior to or upon account activation. (Deliverable 10)

1.4.5.6.2 Complete initial and/or annual TARP (IA) training as defined in the IA Best Business Practices (BBP) training (https://atc.us.army.mil/iastar/docs/Training_BBP.pdf). (Deliverable 11)

1.4.5.6.3 Mark and safeguard files, output products, and storage media per classification level and disseminate them only to individuals authorized to receive them with a valid need to know.

1.4.5.6.4 Protect IS and IS peripherals located in their respective areas in accordance with physical security and data protection requirements.

1.4.5.6.5 Practice safe network and Internet operating principles and take no actions that threaten the integrity of the system or network.

1.4.5.7 Register in AVS and Information Assurance: All Contractor employees with access to a Government information system shall be registered in Account Validation System (AVS) at commencement of services and shall successfully complete the DOW Information Assurance training prior to access to the IS and then annually thereafter.

https://cs.signal.army.mil/login.asp. Provide certificate of completion within 15 days to the COR. (Deliverable 12)

1.4.5.8 Cyber Awareness and Training: All Contractor employees and associated subcontractor employees shall immediately complete the Cyber Awareness Training after signing the AUP training agreement prior to accessing training (See 1.4.5.6.1 for AUP) Provide certificate of completion within 15 days to the COR.

https://atc.us.army.mil/iastar/docs/Training_BBP.pdf) before issuance of network access and annually thereafter. Training is available online at:

https://cs.signal.army.mil/UserMngmt/UserPortal.asp (Deliverable 13)

Draft https://atc.us.army.mil/iastar/docs/Training_BBP.pdf https://atc.us.army.mil/iastar/docs/Training_BBP.pdf https://cs.signal.army.mil/UserMngmt/UserPortal.asp

1.4.5.9 RESERVED

1.4.5.10 Protection of Personally Identifiable Information (PII). The Contractor shall protect all PII encountered in the performance of services in accordance with Defense Federal Acquisition Regulation Supplement (DFARS) 224.103 Personally Identifiable Information and Department of War Directive (DoWD) 5400.11, Department of War Privacy Program, and DoW 5400.11-R. If a PII breach results from the Contractor’s violation of the aforementioned policies, the Contractor shall bear all notification costs, call-center support costs, and credit monitoring service costs for all individuals whose PII has been compromised.

1.4.5.11 OPSEC Training: In accordance with AR 530-1, Operations Security, new Contractor employees shall complete Level I OPSEC training within 30 calendar days of reporting for duty and annually thereafter. The Contractor shall submit certificates of completion for each Contractor employee to the KO within 15 calendar days after completion of training. Level 1 OPSEC training is available at https://securityawareness.usalearning.gov/opsec/index.htm or https://home.army.mil/campbell/about/Garrison/DPTMS/training-division/civilian-employee-one-stop-shop/training/mandatory-online-training (Deliverable 14)

1.4.5.12 RESERVED

1.4.5.13 RESERVED

1.4.5.14 Threat Awareness and Reporting Program (TARP): Per AR 381-12, Threat Awareness and Reporting Program (TARP), Contractor employees with security clearances must receive annual TARP training by a counterintelligence (CI) agent or other trainer as specified in Chapter 2 Threat Awareness and Education, Section II, paragraph 2-4b. The Contractor shall identify personnel for annual TARP training, personnel trained, and date of training upon commencing performance and provide within 15 days a certificate of completion to the COR. (Deliverable 15)

1.4.6 Physical Security: The Contractor shall safeguard all Government property provided for Contractor use. At the close of each work period, Government facilities, equipment and materials shall be secured.

1.4.6.1 Key Control: All references to keys include CAC/key cards. The Contractor shall establish and implement methods of ensuring that no keys/key cards issued by the Government are lost or misplaced or are used by unauthorized people. No keys issued by the Government shall be duplicated. Such procedures shall include turn-in of any issued keys by personnel who no longer require access. The Contractor shall include procedures covering key control in the QCP.

https://securityawareness.usalearning.gov/opsec/index.htm https://home.army.mil/campbell/about/Garrison/DPTMS/training-division/civilian-employee-one-stop-shop/training/mandatory-online-training https://home.army.mil/campbell/about/Garrison/DPTMS/training-division/civilian-employee-one-stop-shop/training/mandatory-online-training

1.4.6.1.1 The Contractor shall immediately report any occurrences of lost or duplicated keys/key cards to the COR.

1.4.6.1.2 RESERVED

1.4.6.1.3 The contactor shall prohibit the use of the Government issued keys/key cards/CACs by the person other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of a person or people other than contactor’s employees engaged in the performance of services in those areas, or personnel authorized entrance by the KO.

1.4.6.2 RESERVED

1.4.7 RESERVED

1.4.8 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the KO in accordance with FAR 42.5.

The KO, COR and other Government personnel, as appropriate, may meet periodically with the Contractor to review the contactor’s performance. At these meetings, the KO will inform the Contractor of how the Government views the Contractor’s performance and the Contractor shall inform the Government of problems, if any, being experienced.

The Contractor shall resolve outstanding issues raised by the Government. Contractor attendance at these meetings shall be at no additional cost to the Government.

1.4.9 RESERVED

1.4.10 Identification of Contractor Employees: All Contractor personnel attending meetings, answering Government telephones and working in other situations where the Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression that they are Government employees. The Contractor shall ensure that all documents or reports produced by Contractor personnel are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. The Contractor’s status as a “Contractor” shall be predominantly displayed in all correspondence types (to include signature blocks on e-mail) and dealings with Government or non-Government entities. Contractor personnel wear identification badges distinguishing themselves as such. The badges shall have the company name, employee name and the word “Contractor” displayed.

1.4.10.1 The Contractor shall retrieve all identification media (including vehicle passes) from its employees who depart employment for any reason. The Contractor shall return all identification media (i.e., badges and vehicle passes) to the KO within 5 days of an employee’s departure. (Deliverable 16)

1.4.11. Combating Trafficking in Persons: Refer to the current clause provided in the solicitation.

1.4.12 RESERVED – No Contractor Travel

1.4.13 Data Rights: The Government has unlimited rights to all documents/materials produced under this contract and are subject to and in accordance with DFARS 252.227-7013, DFARS 252.227-7014, and DFARS 252.227-7015. These documents and materials may not be used or sold by the contractor without written permission from the KO. 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.

1.4.14 Organizational Conflicts of Interest (OCI): The Contractor and subcontractor personnel performing services 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 OCIs, as defined in FAR Subpart 9.5. The Contractor shall notify the KO 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 KO to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the KO. In the event the KO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the KO may impose other remedies as he or she deems necessary, including prohibiting the Contractor from participating in subsequent contracted requirements which may be affected by the OCI.

1.4.15 Transition Phase: During the transition phase in period, the Contractor shall become familiar with performance requirements to commence full performance of services on the contract. This transition phase is during the first 30 days after award.

2.0 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.

2.1.3 Deliverable: Anything that can be physically delivered and includes non-manufactured things such as meeting minutes or reports.

2.1.5 Physical Security: Actions that prevent the loss or damage of Government property.

2.1.6 Quality Assurance: The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.7 Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.8 Quality Control: All necessary measures taken by the Contractor to ensure that the quality of an end product or service shall meet contract requirements.

2.1.9 Subcontractor: One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.2 Acronyms:

AR Army Regulation AT/OPSEC Antiterrorism/Operational Security COR Contracting Officer Representative DA Department of the Army DD254 Department of War Contract Security Classification Specification DFARS Defense Federal Acquisition Regulation Supplement DoW Department of War DSCA Defense Counterintelligence and Security Agency FAR Federal Acquisition Regulation GFP/M/E/S Government Furnished Property/Material/Equipment/Services HQDA Headquarters, Department of the Army HSPD Homeland Security Presidential Directive IA Information Assurance IS Information System(s) KO Contracting Officer NGB National Guard Bureau OCI Organizational Conflict of Interest PII Personally Identifiable Information POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program SCR Service Contract Reporting SSN Social Security Number TE Technical Exhibit

Source: https://dodprocurementtoolbox.com/faqs/gfp-reporting-faqs/contracting-0

3.0 Government Furnished Property, Material, Equipment and Services (GFP/M/E/S):

The Government will provide the property, material, equipment, and/or services listed below solely for the purpose of performance under this contract:

3.1 Property: The Government will furnish the necessary workspace for the Contractor to perform services outlined in this PWS to include desk space, computers and other items necessary to maintain an office environment. The Requiring Activity must document the control, reporting, inventory requirements, maintenance, repair, disposition, and loss of incidental property.

3.2 Materials: None

3.3 Equipment: None

3.4 Services: If GFS will be provided, include a description of what will be provided.)

None

3.5 Utilities: All utilities in the facility will be available for the contactor’s use in the performance of this contract. The Contractor shall instruct employees in utilities conservation practices. The Contractor shall operate under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount.

4.0 Contractor Furnished Property, Materials, and Equipment (CFP/M/E: None

4.1 General: Except for those items specifically stated to be Government-Furnished in Paragraph 3.0, the Contractor shall furnish everything required to perform these services as indicated in Paragraph 1.1.

4.2 RESERVED

4.3 RESERVED

5.0 Requirements

5.1 General Requirements: The Contractor shall monitor the ARNG and Army systems for any potential quality control issues to provide reports and updates. The Contractor shall use both the Contractor and Army systems described in this PWS to provide the required reports to the Government. Attend all weekly meetings as required by the Government to provide up to date information and for participation. The Contractor always provides a representative for the Contractor on this contract knowledgeable of all tasks in the PWS.

The Contractor shall perform the following outlined tasks and adhere to the requirements outlined for each item.

5.1.1 Monthly Status Report (MSR): Verbal reports will be followed up with written reports when directed by the COR. The MSR shall describe activities of those assigned to the contract, including at a minimum:

(1) A summary of financial data of the itemized monthly costs.

(2) Summary of tasks accomplished

(3) critical action issues;

(4) problems encountered.

(5) Actual or recommended corrective actions; as well as any other information provided under this contract. The Contractor shall deliver the MSR no later than five calendar days after the first of the following month to the COR after award of the contract. Verbal reports will be followed up with written reports when directed by the COR.

The MSR should be submitted to the COR on the 5th day of the following month. The initial MSR is due 10 days after award for review by the COR.

(Deliverable 17)

5.2 Spend Plans: The Contractor shall develop spend plans using the current year obligations, (3) year obligation averages, and the requirements entered in the ARNG Checkbook system for the 54 states/territories/DC.

5.3 Historical Funding Trends: The Contractor shall analyze historical funding trends while being able to explain in writing the changes in funding between and within fiscal years for the President’s Budget Requests; Congressional Marks; Program Budget Advisory Committee (PBAC) Withholds; Execution year transfer/reprogramming; Un-programmed Requirements (UPR) / Unfunded Requirements (UFR) paid; migration of funds and End of Fiscal Year turn-ins.

5.4 Historical Disbursement Trends: The Contractor shall analyze historical disbursement trends over the life of the appropriation to identify programs and states/territories responsible for growback. Congress typically writes an undistributed mark decreasing appropriations because of unobligated/undistributed balances. This information is used to inform distribution of funds decisions and validate unfunded requirement requests.

5.5. Monthly Execution Review (MER): The Contractor shall produce the Monthly Execution Review (MER) based on appropriations, portfolios and programs identified by the Budget Execution Branch, monthly.

5.6 Daily Status of Funds: The Contractor shall maintain the daily status of funds (format shall be determined by the Contractor) reporting metrics while identifying discrepancies within and between systems, which include the following tasks in paragraph 5.7.1 through 5.16.6.

5.7 Tasks

5.7.1 Integrate Information from Financial Systems: The Contractor shall integrate information from financial systems ARNG Checkbook General Fund Enterprise Business System (GFEBS) and Operational Data Store (ODS) showing funding and execution status and the Appropriation level for Base and Overseas Operational Costs (OOC). The Contractor consolidates the data to be provided to the Government upon requests.

5.7.2 Tracking Sheet: The Contractor shall update and maintain a tracking sheet with the distribution of funds to major account categories, Budget Execution (BE) and Program Managers (PM) withholds, pending distributions, and undistributed amounts.

5.7.3 Calculate Metrics Percentage: The Contractor shall calculate metrics percentage Program Budget Guidance (PBG) Obligation, percentage Allotment Obligation, and percentage Unliquidated Obligation (ULO).

5.7.4 Identify Changes: The Contractor shall identify changes since the previous report and identify programs and states/territories responsible for changes.

5.8. Daily Status of Funds Summary: The Contractor shall produce a daily Summary daily report (Contractor shall provide the format) with the same information as in 5.7 above, but in a more compact format without funds distribution details. (Deliverable 18)

5.9. The State/Territories Metrics Brief: The Contractor shall produce the state/territories Metrics brief (Contractor shall provide template) monthly (October-June, usually not until the Government has appropriated funds, but in July-September may be weekly or daily as the end of the fiscal year approaches) using the three current measures: (1) Percent of state’s monthly spend plan that is obligated; (2) Percent of state’s allotment that is obligated and (3) Percent of unliquidated obligations.

(Deliverable 19)

5.10 The Mid-Year Appropriation Review: The Contractor shall create the Mid-year Appropriation Review annually in April, which consists of reports submitted to OSW based on format supplied by OSW analyst. The report includes the status of funds, historical execution, spend plan and end of FY projections; exhibits include Civilian Pay Execution and Readiness metrics. (Deliverable 20)

5.11 End of Fiscal Year (EOFY) Status of Funds: The Contractor shall create the End of Fiscal Year (EOFY) status of funds annually in October. This product is an Excel spreadsheet to use by analysts in BE and BF comparing the obligated amounts against the DFAS 1002 Report and Map EOR/Commitment items to OP 32 line for BF Operation and Maintenance Army National Guard (OMNG) analysts. (Deliverable 21)

5.12 Decision Support Tools: The Contractor shall build decision support tools that support PBAC process decision making process and analyze courses of actions allowing Government officials to make timely and accurate decisions. This work is concentrated around the end of the decision making process, often requiring a same day turn around.

5.13 Spreadsheet Tool: The Contractor shall build and maintain a spreadsheet tool to assist the budget execution team in balancing Annual Funded Program and Allotment between the ARNG Checkbook, GFEBS and PBAS systems.

5.14. Support Strawman:

5.14.1 The Contractor shall create an initial distribution plan by pulling President’s Budget (PB) lock position and create initial file (Excel spreadsheet format) annually in April. (Deliverable 22)

5.14.2. The Contractor shall produce files/reports showing impact of courses of action to the Start Points of all programs based on the Planning, Programming, Budgeting Committee-Guard (PPBC-G) approved Un-Programmed Requirement (UPR) amounts and rules for UPR withhold; CRA withhold amount and PPBC-G distribution rules; Risk Management Account (RMA) withhold amount and PBAC distribution.

5.14.3 The Contractor shall produce final distribution plan files (Excel format) for ARNG Checkbook load annually passing results to the Government. (Deliverable 23)

5.14.4 The Contractor shall apply Congressional Marks annually when appropriation is passed by applying distributed marks based on Congressional language, applying undistributed marks based on courses of action developed by the PPBC-G; produce files/reports showing impact of PPBC-G courses of action on the refund and revised start points of all programs (historically, 10 versions during the period December- January); calculate final refund of withhold to programs based on PPBC-G decision and current status of fund (annually). (Deliverable 24)

5.14.5 The Contractor shall execute cut drills mandated by Congress, OSW, and Army for sequestration and rescission for not meeting 80/20 target while also producing files/reports showing impact of PPBC-G courses of action on the programs.

5.15 Cost Accounting Analysis – Command Accountability and Execution Review

5.15.1 The Contractor shall produce monthly reports and provide data to support the Army Command Accountability and Execution Review (CAER) for Operations & Maintenance. The Contractor will pull feeder information from ASA (FM&C) reports as well as Army and DoW financial reporting systems to create unique ARNG monitoring products. Monthly reports will be specific to ARNG reporting, briefing and preparation requirements. (Deliverable 25)

5.15.2 The Contractor will provide analysis of established Key Performance Indicators (KPI) to assist Government officials in identifying cost reporting anomalies and errors across the ARNG appropriations and funds.

5.15.3 Coordinates for monthly meetings of select States and staff to review CAER reports and information.

5.15.4 The Contractor shall participate in routine and other scheduled meetings regarding adjustments to CAER data with Army Guard and ASA (FM&C) personnel.

5.16 Cost Accounting Analysis

5.16.1 The Contractor shall assist in designing monthly and other periodic reports to support Army National Guard cost analysis and review cycle at the appropriation level and for specific cost elements.

5.16.2 Creates monthly cost accounting scorecard to report on cost reporting anomalies; execution in key cost tracking codes and specific cost tracking errors for State and fund holder review. Posts monthly cost monitoring scorecard product to a Guard Knowledge Online site and forwards to Government officials for distribution.

(Deliverable 26)

5.16.3 The Contractor shall serve as a technical point-of-contact for state United States Property Fiscal Officer Cost Accountants regarding bulletins on cost accounting updates and reports posted on the Guard Knowledge Online site.

5.16.4 Reviews periodic Cost of War (COW) reports from ASA (FM&C) and OUSD(C) for Army National Guard Overseas Contingency Operations (OOC) Cost Collection Errors and adjustments. Creates and maintains reports of base and OOC execution to assist in error analysis.

5.16.5 The Contractor shall create statistical object reporting tools as operationally required for emergent Army, DoW or Congressional reporting requirements as they are developed and provided.

5.16.6 The Contractor shall maintain and update a tool for analyzing and reporting ARNG execution by element of resources and programs to support the calculations of monthly and annual adjustments to retirement pay accrual disbursements in current and prior years to the military retirement trust fund.

5.17 Service Contract Reporting: The Contractor shall completely fill in all required data fields using the following web address: https://sam.gov. Log in and select Entity Registrations and then select Service Contract Reporting.

The Contractor shall report the required information annually by October 31, for services performed under this contract during the preceding Government fiscal year (October 1- September 30). (Deliverable 27)

The DoW Guidebook for Service Contract Reporting in SAM, available on the DoW Procurement Toolbox at https://dodprocurementtoolbox.com/site-pages/service-contract-reporting-scr. The General Services Administration (GSA) has also posted additional guidance such as quick start guides, informational videos, and frequently asked questions, that can be accessed by going to https://sam.gov and searching the “HELP” section. The SAM Federal User Guide is also available in the “HELP” section for comprehensive instructions on navigating SAM. Contractors requiring assistance using SAM should contact the Federal Service Desk at https://www.fsd.gov.

https://www.fsd.gov/

6.0 Applicable Publications: Publications applicable to this PWS are listed below:

Publication

(Chapter/Page)

Date of

Publication

Mandatory or

Advisory

Website

Federal Acquisition Regulation

Mandatory https://www.acquisition.gov/?q=browsef ar

Defense Federal Acquisition Regulation Supplement

Mandatory http://www.acq.osd.mil/dpap/dars/dfarsp gi/current/index.html or https://www.acquisition.gov/dfars

Joint Travel Regulation (JTR)

Mandatory https://www.defensetravel.dod.mil/site/tr avelreg.cfm

DoDM 1000.13-M- V1

DoW Identification (ID) Cards

(Enclosure 2, paragraph 3.b)

01/23/2014

(Change 1:

07/28/2020)

Mandatory http://www.esd.whs.mil/Directives/issuan ces/dodm

Federal Information Processing

Standards (FIPS) Publication 201-2

Personal Identity Verification (PIV) of Federal Employees and Contractors

(paragraph 9)

August 2013 Mandatory http://nvlpubs.nist.gov/nistpubs/FIPS/NI

ST.FIPS.201-2.pdf

DoDM 5200.2 Procedures for the

DoW Personnel Security Program

(PSP)

04/03/2017 Mandatory https://www.esd.whs.mil/Directives/issua nces/dodm/

DoDI 5200.46

DoW Investigative and Adjudicative

Guidance for Issuing the Common Access

Card (CAC)

09/09/14

(Change 1:

05/04/2018)

Mandatory https://www.esd.whs.mil/Directives/issua nces/dodi/ https://www.acquisition.gov/?q=browsefar https://www.acquisition.gov/?q=browsefar http://www.acq.osd.mil/dpap/dars/dfarspgi/current/index.html http://www.acq.osd.mil/dpap/dars/dfarspgi/current/index.html https://www.acquisition.gov/dfars https://www.defensetravel.dod.mil/site/travelreg.cfm https://www.defensetravel.dod.mil/site/travelreg.cfm http://www.esd.whs.mil/Directives/issuances/dodm http://www.esd.whs.mil/Directives/issuances/dodm http://nvlpubs.nist.gov/nistpubs/FIPS/NIST.FIPS.201-2.pdf http://nvlpubs.nist.gov/nistpubs/FIPS/NIST.FIPS.201-2.pdf https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodi/ https://www.esd.whs.mil/Directives/issuances/dodi/

Homeland Security Presidential

Directive (HSPD)-12

Policy for a Common Identification

Standard for Federal Employees and

Contractors

08/27/2004 Mandatory https://www.dhs.gov/homeland-security-presidential-directive-12

DoDI 5400.11

Department of War Privacy and Civil

Liberties Programs

01/29/2019 nces/dodi/

DoD 5400.11-R

Department of War Privacy Program

05/14/2007 Mandatory https://www.esd.whs.mil/Directives/issua nces/dodm/

DoDD 8140.01

Cyberspace Workforce

Management

10/05/2020 nces/dodd/

DoD 8570.01-M

Information Assurance Workforce

Improvement Program

12/19/2005

(Change 4:

11/10/2015)

DoD 5220.22-M

National Industrial Security Program Operating Manual

(NISPOM)

02/28/2006

(Change 2:

05/18/2016)

Army Directive 2014-05

Policy and Implementation Procedures for

Common Access Card Credentialing and Installation Access for Uncleared

Contractors

03/07/2014 Mandatory https://armypubs.army.mil/ProductMaps/

PubForm/ArmyDir.aspx

AR 25-2 04/04/2019

Mandatory http://armypubs.army.mil/ProductMaps/P ubForm/AR.aspx

Draft https://www.dhs.gov/homeland-security-presidential-directive-12 https://www.dhs.gov/homeland-security-presidential-directive-12 https://www.esd.whs.mil/Directives/issuances/dodi/ https://www.esd.whs.mil/Directives/issuances/dodi/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodd/ https://www.esd.whs.mil/Directives/issuances/dodd/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://www.esd.whs.mil/Directives/issuances/dodm/ https://armypubs.army.mil/ProductMaps/PubForm/ArmyDir.aspx https://armypubs.army.mil/ProductMaps/PubForm/ArmyDir.aspx http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx

Information Assurance

AR 530-1

Operations Security

09/26/2014 Mandatory http://armypubs.army.mil/ProductMaps/P ubForm/AR.aspx

AR 525-13

Antiterrorism

12/09/2019 Mandatory http://armypubs.army.mil/ProductMaps/P ubForm/AR.aspx

AR 381-12

Threat Awareness and Reporting

Program (TARP)

(Section II, ¶ 2-4.b)

06/01/2016 Mandatory http://armypubs.army.mil/ProductMaps/P ubForm/AR.aspx

6.1 Applicable Forms: Forms applicable to the PWS are listed below:

Form Date Website

DD 1172-2

Application for Identification Card/DEERS Enrollment

Mar 2017 http://www.dtic.mil/whs/directives/forms/index.htm

I-9 Employment Eligibility

Verification

10/21/2019 https://www.uscis.gov/sites/default/files/files/form/i- 9.pdf

DD 441

Department of War Security Agreement

Feb 2020 http://www.dtic.mil/whs/directives/forms/dd/ddforms 0001-0499.htm

DD 250

Material Inspection and

Receiving Report

Aug 2000 https://www.esd.whs.mil/Directives/forms/dd0001_0 499/ http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx http://armypubs.army.mil/ProductMaps/PubForm/AR.aspx http://www.dtic.mil/whs/directives/forms/forminfo/forminfopage2479.html http://www.dtic.mil/whs/directives/forms/forminfo/forminfopage2479.html http://www.dtic.mil/whs/directives/forms/index.htm https://www.uscis.gov/sites/default/files/files/form/i-9.pdf https://www.uscis.gov/sites/default/files/files/form/i-9.pdf http://www.dtic.mil/whs/directives/forms/dd/ddforms0001-0499.htm http://www.dtic.mil/whs/directives/forms/dd/ddforms0001-0499.htm https://www.esd.whs.mil/Directives/forms/dd0001_0499/ https://www.esd.whs.mil/Directives/forms/dd0001_0499/

TECHNICAL EXHIBIT 1

PERFORMANCE REQUIREMENTS SUMMARY (PRS)

This PRS includes performance objectives the Government will use to determine Contractor performance and will compare Contractor performance to the Acceptable Quality Level (AQL).

PWS

Section Performance Objective

Performance Standard

Acceptable Quality Levels (AQLs)

Surveillance Method / By Whom

1.4.3 Provide Quality

Control Plan

Received no later than

10 days after contract award

Met all quality control aspects within the requirements with only 10% corrections on initial submittal

Initial

Inspection/COR

1.4.5.3; 1.4.5.4;

1.4.5.6.2; 1.4.5.7;

1.4.5.8;

1.4.5.11;1.4.5.14

Complete all required Training and met deadlines

The Contractor shall complete training and follow the required completion dates in each paragraph.

Submit training certificates within 15 days of completion of training

During the quarter met deadline 90% of the time

100% inspection;

COR

5.1 Weekly

Meetings

Synchronize, communicate and provide up to date information in a shared atmosphere

Attend all weekly meetings as required by the Government to provide up to date information and for participation. The

Contractor always provides a representative for the

Contractor on this contract knowledgeable of all tasks in the PWS

Quarterly met

95% of all…