PWS draft.docx

Performance Work Statement (PWS) - Joint Education and Doctrine Support

1. Objective Acquire high quality planning and operations support, subject matter expertise, and senior leadership and guidance for execution of the Chairman of the Joint Chief of Staff’s (CJCS) Disruptive Technology Course (DTC).

2. Background The National Defense Authorization Act (NDAA) Fiscal Year (FY) 22 Section 228 directed the establishment of an executive education course on emerging technologies for senior civilian and military leaders. Per the NDAA, the course should enable General and Flag officers (GO/FO) and Senior Executive Service (SES) civilian leaders to understand relevant technologies and how these disruptive technologies are shaping the future character of war and may be applied to military and business activities in the Department of War (DoW). Using the Office of the Under Secretary of War for Research and Engineering (OUSW(R&E)) published critical technology areas (CTAs), the JS J-7’s Deputy Director, Joint Concepts, Doctrine, and Education (DD JCDE) developed and executed a pilot course to fulfill the NDAA requirement.

Per Chairman’s Instruction, CJCSI 1800.01G, the Joint Staff (JS) J-7, is responsible for planning and executing the DTC. The course, managed and facilitated by the JS J-7’s Joint Education and Doctrine Division (JEDD), Joint Professional Military Education (JPME) Branch provides valuable exposure to the foundation and concepts of emerging technologies national strategy that will enable future leaders to advance their knowledge and understanding of the CTAs, and posture graduates to identify opportunities to integrate innovative solutions into their daily operations for future senior level Joint Interagency, Intergovernmental, and Multinational (JIIM) assignments. The DTC planning and operations support is conducted from the Pentagon.

3. Scope This PWS document provides the requirements and deliverables for the management and facilitation of the JS J-7 DTC for senior civilian and military leaders.

4. Applicable Documents The most current revision of each of the following documents are related to this project:

1. National Defense Authorization Act (NDAA) Fiscal Year (FY) 22 Section 228

2. CJCSI 1800.01 Officer Professional Military Education Policy

3. JS Guide 5711 Editorial Guidance and Accepted Usage for Joint Staff Correspondence

4. CJCSI 5711.01E Action Processing Policies and Procedures

5. Requirements The following section specifies the performance requirements and associated tasks for the contract.

5.1 Provide Program Management oversight of the Joint Staff’s Disruptive Technology Course.

The contractor shall provide a monthly summary of tasks complete, status of tasks in progress, issues, labor hours expended and travel costs for the previous month (A001). The contractor shall ensure tasking is within the task order scope and funding levels, and report any emergent issues with staffing, funding, or contract scope to the government’s Contracting Officer Representative in a timely fashion. The contractor shall also provide a quarterly progress review (A002) addressing specific accomplishments, planned activities, key personnel changes, funding, travel, and issues/problems. The Contractor shall maintain the turnover of task order personnel to an absolute minimum and ensure the continuity of all projects with qualified personnel. This oversight may be performed at the location that provides the best value to the government unless specified otherwise in the following sections.

Performance Standards

1. Monthly Status Report submitted within 10 business days after closing of contractor’s monthly accounting period (A001).

1. Quarterly Progress Review is held within 10 business days after the end of each quarter (A002).

Acceptable Quality Levels (AQLs):

1. 100% of contractor positions must be filled within 45 days.

1. 95% of cost and schedule deficiencies must be resolved within the specified timeframe agreed upon by the government and the contractor.

1. 95% of deliverables are submitted on time.

Consequence for Non-Compliance:

Products with factual errors, major formatting or grammatical errors, or insufficient detail will be returned for revision. Feedback will be provided for improvement in future submissions. Deliverables provided more than five (5) business days after the due date may be documented in the contractor’s Contractors Performance Assessment Reporting System (CPARS). Continued non-compliance may be addressed per Section 7.2 - Quality Assurance Surveillance Plan (QASP).

Deliverables A001 Monthly Status Report to include Monthly Invoice and Expenditure Report A002 Quarterly Progress Review

5.2 Disruptive Technology Course (DTC) Support

The Disruptive Technology Course develops General/Flag Officers’ and SES personnel’s understanding of critical technology areas (CTAs), and how disruptive technologies are shaping the future character of war. The contractor shall provide JEDD with planning and operations support to execute up to four (4) DTCs per FY in a lecture series format, a bench of six (6) Senior Fellows, and up to twenty-four (24) (per DTC) CTA Subject Matter Expert (SME) speakers/lecturers. The Contractor shall provide travel and lodging to and from the Senior Fellows’ and SMEs’ home destination to the Washington, DC area for course participation, if requested. Reimbursement for actual travel expenses will be in accordance with the Joint Travel Regulations. An active Top Secret, Sensitive Compartmentalized Information (TS/SCI) clearance with Special Access Program (SAP) eligibility, eligibility for a Joint Worldwide Intelligence Communication System (JWICS) account, a non-disclosure agreement (NDA) and proficiency with the Defense Information System for Security (DISS) and Scattered Castle are required for the contractor(s) providing planning and operations support. The contractor shall possess expertise in planning and operations, proficiency in the Joint Staff Enterprise Task Management Software Solution (ETMS2) Task Management Tool (TMT), and an understanding of JS Guide 5711.

Use of innovative methods (e.g. using federal government-approved Artificial Intelligence (AI), Large Language Models (LLM)) to support analytical, writing, and editing tasks, and improve efficiency or effectiveness of work performance and product(s) are highly encouraged. Only those AI tools authorized by the government within approved networks or environments shall be used. Contractor personnel shall not input, upload or otherwise expose any classified, Controlled Unclassified Information (CUI), or sensitive data into non-government approved AI tools. All use of AI tools shall comply with applicable DoW policies, data protection standards, and information security requirements.

Performance Standards

1. All Disruptive Technology Course (DTC) activities are planned, coordinated, and executed in accordance with government supplied timelines.

2. Oral and written communications are conducted professionally and appropriately when interacting with senior military officers, DoW officials, interagency representatives, and other stakeholders.

3. All written products (e.g., reports, briefings, correspondence) shall be high quality, factually accurate, relevant, concise, tailored to GO/FO/SES-level audiences and contain no more than one minor formatting or grammatical error.

4. All DTC-related taskers are tracked and managed through ETMS2 TMT, ensuring alignment with suspense timelines and leadership visibility.

5. Routine follow-up is conducted on outstanding actions, and updates are provided promptly.

6. Security and access requirements for DTC participants are coordinated effectively, including SAP eligibility validation and secure briefing logistics.

7. Compliance with DoW policies, data protection standards, and information security requirements is maintained.

8. Senior Fellow and SME portfolios are curated and maintained prior to each DTC to ensure they are updated and aligned with course objectives.

9. Senior Fellows and SMEs meet the qualifications outlined in the PWS and actively contribute to course activities.

Acceptable Quality Levels (AQLs):

1. 98% of deliverables are submitted within approved timelines.

2. No deliverable is submitted more than five (5) business days late without prior approval.

3. 100% compliance with DoW policies, protocols, and security requirements.

4. Zero factual errors in written products; no more than 1 minor formatting or grammatical error per product.

5. 100% of Senior Fellows and SMEs meet the qualifications outlined in the PWS.

Consequence for Non-Compliance:

Products with factual errors, major formatting or grammatical errors, or insufficient detail will be returned for revision. Feedback will be provided for improvement in future submissions. Deliverables provided more than five (5) business days after the due date may be documented in the contractor’s Contractors Performance Assessment Reporting System (CPARS). Continued non-compliance may be addressed per Section 7.2 - Quality Assurance Surveillance Plan (QASP).

Deliverables A003 DTC Fellows Handbook A004 DTC Program Guide A005 Speaker Feedback Form Templates A006 Updated End of Course Feedback Form Template A007 End of Course Review Report A008 Biography Booklet

5.2.1 Disruptive Technology Course (DTC) Planning, Coordination, and Operations Support The contractor shall provide planning, coordination and operations support to the JEDD for all DTC activities. The contractor shall ensure appropriate protocol and diplomatic communications when representing JEDD in interactions with senior U.S. and foreign military officers, DoW officials, interagency representatives, and other public and private sector leaders. The contractor does not have decision-making authority when representing JEDD.

5.2.1.1. Executive-Level Planning and Coordination

The contractor shall provide executive-level planning and operational support for each DTC (up to 4 annually). They shall synchronize meetings, events, and briefings with relevant stakeholders, to include collaboration with the National Intelligence University (NIU) in Bethesda, MD, or other government approved venues to plan and execute DTC-related meetings, conferences, and briefings, including those at the TS/SCI level. The contractor shall coordinate with internal and external stakeholders to ensure DTC requirements are effectively communicated and met within assigned timelines; and liaise directly with DTC participants to coordinate travel. Cross-organizational travel for government employees, if required, shall be coordinated with the JEDD Resource Manager.

5.2.1.2. Written Products and Executive Correspondence

The contractor shall draft, review, and edit documents, briefings, reports, and correspondence suitable for GO/FO/ SES-level officials, leaders of DoW agencies and organizations, the interagency community, and other public and private sector entities, using appropriate protocols and etiquette specific to the audience. They shall contribute to weekly summaries, synchronization updates, and other recurring written products supporting JEDD’s DTC-related operations. Per DTC, recurring written products shall include, but are not limited to updating and maintaining up to: two (2) information and decision papers, one (1) DTC implementation report, two (2) in-progress reports and presentations, five (5) planning and execution trackers, and spreadsheets to inform, execute, and improve DD JCDE’s facilitation and coordination of the DTC. The contractor shall also develop Course learning packages each DTC that include the DTC Fellows’ Handbook (A003); DTC Program Guide (A004); Speaker Feedback Form Templates (A005); Updated End of Course Feedback Form Template (A006); End of Course Review Report (A007); and a Biography Booklet (A008). Descriptions of these deliverables can be found in PWS Section 6. Deliverables.

5.2.1.3. Tasker Management

The contractor shall manage and track DTC-related taskers through the ETMS2 TMT in accordance with JS Guide 5711, ensuring alignment with suspense timelines and leadership visibility. They shall conduct routine follow-up on outstanding actions to identify delays and update completion estimates.

5.2.1.4. Security and Access Coordination

The contractor shall coordinate NIU security and access requirements for all DTC participants, including campus access, SAP eligibility validation, and use of SAP-authorized briefing spaces. They shall work with J-7 SAP Central Office and NIU or other government approved venues to facilitate secure briefings and logistics for DTC events.

5.2.2 Portfolio Management

The contractor shall maintain a portfolio of DTC Senior Fellows and SMEs to support each iteration of the DTC. The contractor shall ensure appropriate protocol and diplomatic communications when requesting support from academia, industry, government, and intelligence community SMEs and Senior Fellows.

5.2.2.1 DTC Senior Fellows Portfolio

The contractor shall curate and maintain a Senior Fellow portfolio and identify and provide recommendations for new Senior Fellow participants to the roster until a roster of six (6) experienced Senior Fellows has been curated. The contractor shall provide Senior Fellows to support the DTC in accordance with the table below:

*Note: “Man-Day” = 8 hours per day on average per individual

Senior Fellows shall be retired O10 - Four Star General Officer/Flag Officers (GO/FOs) or retired O9 – Three Star General Officer/Flag Officers and retired or former U.S. senior civilian officials. Each Senior Fellow must have the ability to offer: (1) access to senior military and civilian leadership worldwide through their accumulated past relationships, (2) the ability to receive mentorship from those that have come before them, and (3) prospective after years of reflection from these military leaders that retired at the top. The lessons learned, senior leadership, and guidance provided by the Senior Fellows serves as a sounding board for new ideas and provides a reach back capability to enable life-long learning that shall be passed along to the GO/FOs and SELs during their attendance at the DTC. Active TS-SCI, SAP clearances are required for each Senior Fellow. The contractor shall provide recommendations for the availability and placement of Senior Fellows for each DTC and reimburse their services and travel. The roster shall be coordinated with the JPME branch and approved by the COR. In order to maintain the integrity and intent of the DTC, the following criteria shall apply to all Senior Fellows assigned to participate in DTC:

MILITARY

Retired from active duty as an O10 (four-star) general or flag officer who has held one or more of the following positions:

· Chairman of the Joint Chiefs of Staff

· Vice-Chairman of the Joint Chiefs of Staff

· Commander, Functional/Geographic/Combined Combatant Command

· Service Chief/Commandant or Vice Service Chief/Commandant

· Service Component Commander for Functional/Geographic/Combined Combatant Command

· Commander of Multinational/Coalition Joint Force

· Chief of Staff, Supreme Headquarters Allied Powers

· Europe Senior U. S. Military Representative to NATO

· Other positions requiring extensive experience in research, development, acquisition, technology integration, or joint operations, as designated by the Secretary of Defense or Service Secretaries.

OR:

Retired from active duty as an O9 (three-star) general or flag officer who has held one or more of the following positions:

· Deputy Assistant Secretary of Defense for Research and Engineering

· Director of a Major Defense Acquisition Program

· Commander, Naval Sea Systems Command

· Commander, Air Force Materiel Command

· Commander, Army Materiel Command

· Program Executive Officer for a Major Defense Acquisition Program

· Principal Military Deputy to the Assistant Secretary of the Army for Acquisition, Logistics, and Technology

· Principal Military Deputy to the Assistant Secretary of the Navy for Research, Development, and Acquisition

· Military Deputy to the Assistant Secretary of the Air Force for Acquisition, Technology, and Logistics

· Other positions requiring extensive experience in research, development, acquisition, technology integration, or joint operations, as designated by the Secretary of Defense or Service Secretaries.

OR:

Retired from active duty in a key O9/10 position involving significant joint experience such as:

· Joint Task Force Commander

· Component Commander

CIVILIAN

Retired or former U.S. senior civilian official with extensive experience interfacing and coordinating with the military, US joint forces, Multinational/Coalition, and US interagency organizations at the executive level.

· Positions requiring extensive experience in research, development, acquisition, technology integration, or joint operations, as designated by the Secretary of Defense or Service Secretaries.

Senior Fellows shall attend all class activities in accordance with class schedule and actively participate in these activities. Contractor-provided Senior Fellows shall provide value-added comment and usable insight to course participants; be available for discussions at least one hour per workday in addition to classroom time during the term of each course; provide informal mentoring in order to derive maximum benefit from the course; participate in post-event review and critique upon the conclusion of the DTC; and provide constructive feedback to the DTC to continually improve the course in light of current insights and best practices of the joint force. The contractor shall also provide updates of Senior Fellow outside employment including consulting clients, board memberships, etc. for their biography. This shall be provided to the COR and JPME branch chief no later than 30 days from the biography change.

5.2.2.2 SME Portfolio

The contractor shall curate and maintain a portfolio of SMEs relevant to disruptive technology topic areas from academia, industry, and the federal government for SME-led group discussions based on a lecture series format. Each lecture series will align with one of the identified OUSW(R&E)’s CTAs as a focus topic. Each focus topic will contain an overview of the status and development of the CTA, given by SMEs in the field of study. The contractor shall identify and schedule up to 24 SME briefers (~90 min/briefer) aligned with course content per DTC and have prior experience with speaking or teaching engagements. In order to maintain the integrity and intent of the DTC, the following criteria shall apply to SMEs assigned to participate in the DTC:

· DTC Speakers for Industry and Academia: Education (Masters/Doctorate) in Science, Technology, Engineering, and Mathematics (STEM) field and/or National Security. A degree in Business, Logistics (Materials Management), or International Relations is encouraged. Affiliation with the Government and/or DOW is preferred (applies to industry only).

· Cross-Area Employment with Government and DoW (Government and Industry; DoW and Industry; Government and Academia; DoW and Academia; Government and DoW): A minimum of 2 different areas of experience and/or research (Example: Ph.D. in Electrical Engineering; Master’s Degree – Physics; Experience 10 plus years in Phototonics, Semiconductors, and Intellectual Property Management)

After each DTC, the contractor shall provide the SMEs feedback on their brief, including but not limited to highlights and recommendations. The contractor shall reimburse non-government employed SMEs (industry and academia) for their services and travel when requested. Historically, an average of three (3) non-government SMEs (per DTC) have requested reimbursement for services and travel.

6. Deliverables All deliverables shall become the property of the United States Government, and the Contractor shall provide the deliverables with unlimited data rights.

Provide the COR and JEDD Technical Advisor (TA) with a task order Monthly Status Report (MSR) addressing specific accomplishments, planned activities, key personnel changes, and issues/problems requiring the COR or JEDD TAs’ attention. The contractor shall track and report funds and man-hour expenditures. The format for the MSR shall be proposed by the Contractor and agreed to by the Government and shall be subject to change if required by the Government. The MSR shall include the Monthly Invoice and Expenditure Report attachment.

Provide the COR and JEDD TA with a live (local in-person, video, telephone, MS Teams) quarterly progress review addressing specific accomplishments, planned activities, key personnel changes, funding, travel, and issues/problems requiring the COR or JEDD leadership's attention.

Provide JEDD a DTC Fellows Handbook no later than 30 days before DTC execution, to be distributed as a read-ahead document to course attendees covering items including but not limited to DTC origins, DTC impact and summary, course fees, DTS instructions, travel and lodging information, parking and campus access information, uniform of the day requirements, meal options during the course, course schedule and agenda, and course objectives.

Provide JEDD a DTC Program Guide no later than 30 days before DTC execution for handout to course attendees on DTC Day 1 covering items including but not limited to Senior Fellow biographies, guest speaker biographies, class schedule and agenda, and class roster.

Provide JEDD DTC speaker feedback form templates no later than 5 business days before DTC execution. The form shall be distributed to DTC attendees to submit quantitative (1-5 rating) and qualitative (space for comments) feedback for each guest speaker.

Provide JEDD an updated End of Course Feedback Form Template no later than 5 business days before DTC execution. The form shall be distributed to DTC attendees to submit quantitative and qualitative feedback. The End of Course Feedback Form should solicit feedback pertaining to but not limited to overall course satisfaction, Senior Fellow effectiveness, overall instructor effectiveness, practical application, course materials, course organization and structure, and areas of sustainment and improvement.

Provide an End of Course Review Report no later than 10 business days after the end of the DTC. This report shall provide the basis for the government’s final End of Course Review and shall include but is not limited to an executive summary, course objectives, evaluation methodology, synopsis of daily feedback, synopsis of the end of course feedback, key takeaways, and areas for improvement.

Provide JEDD a Biography Booklet no later than 30 days before DTC execution that includes at a minimum, guest speaker selection criteria, a slide dedicated to each Senior Fellow and guest speaker that includes a photo (if available), biography, and area(s) of expertise. Biographies must be updated with any applicable changes prior to each DTC.

7.0 Quality Assurance

This section describes the Quality Control components for this effort. The following sub-sections provide details of various considerations on this effort.

7.1 Contractor Quality Control Program

The Contractor shall develop and maintain an effective quality control (QC) program to ensure services are performed in accordance with this contract. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of unsatisfactory products and services. The Contractor’s QC program is the means by which he assures himself that his work complies with the requirements necessary for the successful execution of the awarded TO and an acceptable level of quality for the products and services delivered. Within thirty (30) days of receipt of the TO, or as specified in the TO, the Contractor shall submit a QCP to the TO COR for review and comment. The QCP shall identify the procedures that the Contractor shall implement to ensure the successful completion of tasks to be identified in the TOs to be issued hereunder. The TO COR will provide any pertinent comments and questions within 10 days of receipt of the contractor’s QCP. Within thirty days of receipt of the TO COR’s comments, the Contractor shall provide a finalized QCP to the TO COR. The Contractor shall implement and modify, as necessary, the procedures specified within the QCP to ensure the provision of services that will produce the desired outcomes and result in performance of work within the required standards.

The Contracting Officer may notify the Contractor of required modifications to the plan during the period of performance. The Contractor then shall coordinate suggested modifications and obtain acceptance of the plan by the Contracting Officer. Any modifications to the program during the period of performance shall be provided to the Contracting Officer for review no later than 10 working days prior to effective date of the change. The QCP shall be subject to the Government’s review and approval. The Government may find the QCP “unacceptable” whenever the Contractors procedures do not accomplish quality control objective(s). The Contractor shall revise the QCP within 10 working days from receipt of notice that QCP is found “unacceptable.”

7.2 Quality Assurance Surveillance Plan (QASP)

Authority for issuance of this QASP is provided under Part 46 of the Federal Acquisition Regulation, Inspection of Services clauses, which provides for inspection, acceptance and documentation of the service called for in the contract or order. This acceptance is to be executed by the contracting officer or a duly authorized representative.

The goal of the QASP is to ensure that contractor performance is effectively monitored and documented. The COR’s contribution is their professional, non-adversarial relationships with the KO, PM and the contractor, which enables positive, open and timely communications. The foundation of this relationship is built upon objective, fair, and consistent COR evaluations of contractor performance against contract requirements. The COR uses the methods contained in this QASP to ensure the contractor is compliant with contract requirements. The COR function is responsible for a wide range of surveillance requirements that effectively measure and evaluate the contractor’s performance. Additionally, this QASP is based on the premise that the contractor, not the government, is responsible for management and QC/QA actions to successfully meet the terms of the contract.

8.0 Security

All personnel who work in or require routine access to the Pentagon will require at a minimum, a Top Secret (TS) clearance. An active Top Secret, Sensitive Compartmentalized Information (TS/SCI) clearance with Special Access Program (SAP) eligibility is required for the contractor(s) providing planning and operations support. A Top-Secret clearance with access to Sensitive Compartmented Information (TS/SCI) is preferred for military and government personnel participating in the DTC, however for academia and industry SMEs, it may not be necessary. Beyond the constraints identified above, the Offeror has the ability to balance access and subject matter assignments to minimize the number of personnel with higher level security clearance and bring best value to the government.

8.1 Key Control

The Contractor shall establish and implement methods in accordance with the National Industrial Security Program Operating Manual (Part 117 of Title 32, Code of Federal Regulations) to ensure all keys/key cards issued contractors are not used by unauthorized persons. 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, stolen or duplicate keys/key cards to the Security Officer identified on the contract DD Form 254. In the event keys, other than master keys, are lost, stolen or duplicated, the Contractor shall, upon direction of the Contracting Officer, 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 performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractors employees. The Contractor shall prohibit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

8.2 Lock Combinations

The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s Quality Control Plan.

Visitor Group Security Agreement--The contractor shall sign a Contractor Visitor Group Security Agreement to protect classified information involved in performance under this contract or Task Order. The Agreement will outline responsibilities in the following areas: Contractor security supervision; Standard Practice Procedures; access, accountability, storage, and transmission of classified material; marking requirements; security education; personnel security clearances; reports; security checks; security guidance; emergency protection; protection of government resources; DD Forms 254; periodic security reviews; and other responsibilities, as required.

All Contractors shall take all security and Information assurances training as required by the Joint Staff Security Office (JSSO). Contractors requiring government email accounts (NIPR and SIPR) will take all necessary training required by Joint Staff.

8.3 Negligent Discharge of Classified Information (NDCI)

When information is placed on or processed on an information system with insufficient security controls to appropriately protect it (e.g., classified data on an unclassified system) there is a potential for an unauthorized disclosure. Such actions will be classified as a security violation, specifically a negligent discharge of classified information or NDCI. Contractors that cause NDCIs during the course of the contract shall be held financially liable for all actual accumulated restoration costs incurred, as described below, but not less than $5,000.00 per incident. Such costs will be deducted from the contract price and are not reimbursable.

9.0 Place of Performance

Work contained in this PWS shall be performed at the Pentagon and surrounding area, and Government facilities (limited to the continental United States). Telework is at the company’s discretion except for when direct handling of classified materials is required and for on-site activity that cannot be handled remotely or at an alternate worksite. Telework may be incorporated as part of the continuity of operations plans of the Joint Staff in the event of an emergency. Contractors will be required to follow their company’s policies for weather or security closures.

Normal workdays are Monday through Friday except US Federal Holidays. Workers typically work eight (8) hours per day, 40 hours per week. Flextime workers start not earlier than 0600 and not later than 0900. Core hours of work are from 0900 to 1500 daily. All employees are expected to be available during core hours. Typically, the government will not work on the following holidays: New Year’s Day, Martin Luther King Jr.’s Birthday, Presidents Day, Memorial Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas Day. Contractor personnel policies dictate whether Contractor personnel work on the holidays specified.

10.0 COR and Technical Advisor (TA) Information

The COR is responsible for providing continuous administrative and technical oversight of the contractor's performance and uses the QASP to conduct the oversight/surveillance process. The QASP is the primary tool for documenting contractor performance. The COR shall keep a Quality Assurance file that accurately documents the contractor's actual performance to ensure the contractor meets the performance standards contained in the contract. The COR is responsible for reporting early identification of performance problems to the KO and is required to provide an annual performance assessment to the KO which will be used in documenting past performance. The COR is not empowered to make any contractual commitments or to authorize any contractual change on the Government's behalf. Only the Contracting Officer can make changes to the task order or this PWS, and any such changes are not effective unless directed in writing by the Contracting Officer.

Name: Kimberly Brown Organization: Joint Staff J7, Joint Doctrine and Education Division Phone: (757) 203-5506 Email: kimberly.c.brown2.civ@mail.mil

The Joint Professional Military Education Chief is the TA for the overall content and quality of the DTC. The Joint Professional Military Education Chief will assist the COR by providing DTC oversight and support the COR's performance assessment activities. While the JPME Chief may serve as a direct conduit to provide Government guidance and feedback to the Contractor on DTC technical matters, they are not empowered to make any contractual commitments or any contract changes on the Government's behalf.

Joint Education TA: Joint Professional Military Education Chief Organization: Joint Professional Military Education Branch Telephone: (703) 697-3806

11.0 Government Furnished Property/Equipment

11.1 Government Furnished Equipment

The Government will furnish the contractors required to work in JS J7 spaces with a well-lit, climate-controlled workspace in which there will be workstations for full-time contractor personnel consisting of a desk, chair, personal computer with access to the JS J7 local area classified and unclassified networks, and telephone for use during the period of this contract. Additionally, the Government will provide any special computers, scanner, and graphics, web page, publication, and scanning software to support the above tasks; and access to copier, fax equipment necessary and other equipment determined by the Government to be necessary. The contractor must comply with the JS property management/inventory policies for all Government provided equipment.

11.2 Government Furnished Material

The Government will provide all incidental materials such as connectors, LAN cables, media converters, power cords, power adapters, surge suppressors, projector lamps, as well as printer and copier supplies (paper, toner and the like).

12.0 Period of Performance (POP)

The anticipated base period of performance is from 1 July 2026 to 30 June 2027, with four (4) 1-year option period to be exercised at the Government’s discretion.

Base year: 1 July 2026 to 30 June 2027 If exercised:

Option Year One: 1 July 2027 to 30 June 2028 Option Year Two: 1 July 2028 to 30 June 2029 Option Year Three: 1 July 2029 to 30 June 2030 Option Year One: 1 July 2030 to 30 June 2031

13.0 Travel / Temporary Duty (TDY)

Travel for Senior Fellows and SMEs may be required to the National Capital Region (NCR) during each DTC. Travel shall be governed in accordance with rules set forth for temporary duty travel in FAR 31.205-46. All travel requirements (including plans, agenda, itinerary, or dates) shall be pre-approved by the Joint Staff (subject to local policy procedures). The estimated travel cost includes up to four (4) DTCs annually.

Travel should be estimated as follows:

Base Year: $40,000 If exercised:

Option Year One: $41,200 Option Year Two: $42,436 Option Year Three: $43,709 Option Year Four: $45,020

13.1 Reimbursement of Travel Costs

(a) Travel

(1) Area of Travel. Performance under this contract may require travel by contractor personnel. If travel, domestic or overseas, is required, the contractor is responsible for making all needed arrangements for his personnel. This includes but is not limited to the following:

Medical Examinations Immunization Passports, visas, etc.

Travel required for tasks assigned under this contract are on a strictly cost reimbursable basis. Costs for travel shall be billed in accordance with the regulatory implementation of Public Law 99-234 and FAR 31.205-46 Travel Costs (subject to local policy & procedures; may reference FAR). When traveling, contractors will abide by the Joint Travel Regulation (JTR) Volume 2 to minimize costs incurred to the government. The Government will reimburse the contractor for allowable travel costs incurred by the contractor in performance of the contract and determined to be in accordance with FAR subpart 31.2, subject to the following provisions:

13.1.1 Travel

Travel, subsistence, and associated labor charges for travel time are authorized, whenever a task assignment requires work to be accomplished at a temporary alternate worksite. Travel performed for personal convenience and daily travel to and from work at contractor’s facility will not be reimbursed.

13.1.2 Per Diem

Per diem for travel on work assigned under this contract will be reimbursed to employees consistent with company policy, but not to exceed the amount authorized in the Department of Defense Joint Travel Regulations.

13.1.3 Air/Rail Travel

In rendering the services, the contractor shall be reimbursed for the actual costs of transportation incurred by its personnel not to exceed the cost of tourist class rail or plane fare, to the extent that such transportation is necessary for the performance of the services hereunder and is authorized by the Ordering Officer. Such authorization by the Ordering Officer shall be indicated in the order or in some other suitable written form.

NOTE: To the maximum extent practicable without the impairment of the effectiveness of the mission, transportation shall be tourist class. In the event that only first-class travel is available, it will be allowed, provided justification therefore is fully documented and warranted.

13.1.4 Private Automobile

The use of privately owned conveyance within the continental United States by the traveler will be reimbursed to the contractor at the mileage rate allowed by Joint Travel Regulations. Authorization for the use of privately owned conveyance shall be indicated on the order. Distances traveled between points shall be shown in standard highway mileage guides. Any deviations from distance shown in such standard mileage guides shall be explained by the traveler on his expense sheet.

13.1.5 Car Rental

The contractor shall be entitled to reimbursement for car rental, exclusive of mileage charges, as authorized by each order, when the services are required to be performed outside the normal commuting distance from the contractor’s facilities.

14.0 General Requirements

The following general requirements pertain across this contract for all requirements at the Pentagon and in the surrounding area.

14.1 Access to Joint Staff Information Systems

All on-site contract employees shall be eligible to obtain access to the Joint Staff Non-Secure Internet Protocol Router (NIPR) and Joint Staff Secret Internet Protocol Router (SIPR) and will be sponsored for and granted such access, and be sponsored for and issued a Common Access Card (CAC); off-site personnel, designated by the Government, may also be required to obtain a CAC and NIPR access, and will be sponsored accordingly. The COR is responsible for initiating the NIPR and SIPR process for authorized personnel who require access. All Contractor personnel identified as having a need for regular access to the Pentagon will be sponsored by JEDD for issuance of Pentagon badges and shall have a TOP SECRET security clearance.

14.2 Transition

Post-Award Conference, Kickoff, and Periodic Progress Meetings: The Contractor shall attend any post-award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The COR, TA, or other government personnel will conduct task order kick-off meetings as well as meet periodically with the Contractor to review the Contractor's performance. At times, these meetings may include the KO, who will apprise the Contractor of how the Government views the Contractor's performance. The Contractor shall apprise the Government of any problems being experienced. Appropriate action will be taken to resolve outstanding issues.

The Contractor shall be required develop a Phased Transition Plan. A Phased Transition Plan consists of two parts: Task Order Phase-In and Task Order Phase-Out between incumbent and new contractor teams. A Task Order Level Phased Transition Plan normally addresses the ramp-up in terms of numbers of contractor employees and the transition of work. The Phased Transition Plan normally requires the new contractor teams to work with the incumbent contractor teams in the transition of work being performed.

If applicable, the contractor shall follow the transition plan submitted as part of the proposal and keep the Government fully informed of status throughout the transition period. Throughout the phase-in/phase-out periods, it is essential that attention be given to minimize interruptions or delays to work in progress that would impact the mission. The contractor must plan for the transfer of work control, delineating the method for processing and assigning tasks during the phase-in/phase-out periods. The contractor will provide a weekly status during the 30-day phase-in/phase-out period. The plan will be updated 60 days after phase-in and again 45 days prior to the end of each performance period (assuming the option is exercised). All materials become the property of the government and destruction of government materials will not be permitted.

Phase-in/phase-out plan will specifically address how interruptions or delays to scheduled events will be minimized addressing any negative impact to the mission and the planned remediation. The plan will provide dates for certification required to meet the performance standards, the transfer of work control, and the assignment of tasks during the phase-in/phase-out periods.

14.3 Non-Personal Services

The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services or give the perception of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Procuring Contracting Officer (PCO) immediately.

14.4 Business Relations

The contractor shall successfully integrate and coordinate all activity needed to execute the requirement. The contractor shall manage the timeliness, completeness, and quality of problem identification. The contractor shall provide corrective action plans, proposal submittals, timely identification of issues, and effective management of subcontractors. The contractor shall seek to ensure customer satisfaction and professional and ethical behavior of all contractor personnel.

14.5 Contract Administration and Management

The following subsections specify requirements for contract, management, and personnel administration.

14.5.1 Contract Management

The contractor shall establish clear organizational lines of authority and responsibility to ensure effective management of the resources assigned to the requirement. The contractor must maintain continuity between the support operations the government site or home office and the contractor's corporate offices.

14.5.2 Contract Administration

The contractor shall establish processes and assign appropriate resources to effectively administer the requirement. The contractor shall respond to Government requests for contractual actions in a timely fashion. The contractor shall have a single point of contact between the Government and Contractor personnel assigned to support contracts or task orders. The contractor shall assign work effort and maintaining proper and accurate time keeping records of personnel assigned to work on the requirement.

14.5.3 Personnel Administration

The contractor shall provide the following management and support as required. The contractor shall provide for employees during designated Government non-workdays or other periods where Government offices are closed due to weather or security conditions. The contractor shall maintain the currency of their employees by providing initial and refresher training as required to meet the PWS requirements. The contractor shall make necessary travel arrangements for employees. The contractor shall provide administrative support to employees in a timely fashion (time keeping, leave processing, pay, emergency needs).

14.5.4 Subcontract Management

The contractor shall be responsible for any subcontract management necessary to integrate work performed on this requirement and shall be responsible and accountable for subcontractor performance on this requirement. The prime contractor will manage work distribution to ensure there are no Organizational Conflict of Interest (OCI) considerations. Contractors may add subcontractors to their team after notification in writing to the Procuring Contracting Officer (PCO) or COR. Cross teaming may or may not be permitted. The contractor will provide an updated roster to the COR any time there's a change in personnel (leaving or hiring).

The contractor shall accomplish the work by employing and utilizing qualified personnel with appropriate combinations of education, training, and experience. The contractor shall match personnel skills to the work or task with a minimum of under/over employment of resources.

14.6 Identification of Contractor Employees

All on-site contractors are required to obtain a Joint Staff Security Office badge for access to Joint Staff facilities. Contractors operating on Government installations shall also wear a contract furnished identification badge on the front of the body, between the neck and waist, and it shall be visible at all times. Badges shall be removed during times when pictures may be taken and when exiting the government facilities. Badges should never be worn in public. Contractors must always identify themselves as contractors when attending meetings, assisting with exercises, or performing other actions where a reasonable person could assume they are a government employee.

15.0 Labor Categories

The Contractor is responsible for the selection, training, management and performance of the workforce provided to accomplish the tasks specified in the PWS requirements contained herein. The labor categories and associated minimum personnel requirements applicable to this task order are specified and summarized below.

LABOR CATEGORIES

a. Education:

· Master degree from an accredited college or university in Public Administration, Defense and Strategic Studies, Systems Engineering, Program Management or Business Administration with at least 3 years related experience; or

· Master’s degree from an accredited college or university in any discipline with at least 5 years related experience; or

· Bachelor of Science degree in any discipline with at least 7 years related experience in Business Administration, Project Management, National Security Studies, Operations Management.

b. Experience: Demonstrated success in three (3) or more of the following areas:

· At least three 3 years of experience in the last five (5) years determining program objectives and requirements, organizing and scheduling programs and projects, and developing standards and…