PWS FMC Training Support.pdf

PERFORMANCE WORK STATEMENT (PWS) FOR

ASSISTANT SECRETARY OF THE ARMY FINANCIAL MANAGEMENT AND COMPTROLLER

TRAINING SUPPORT SERVICES

PART 1

GENERAL INFORMATION

1.1 Description of Services/Introduction. The purpose of this effort is to provide program support services to the Assistant Secretary of the Army (ASA), Financial Management and Comptroller (FM&C) for the Army’s sustainment of the DoD Financial Management (FM) Certification Program and related programs. Since members of the FM workforce are required to participate in the DoD Financial Management Certification Program and attain and/or maintain necessary certification levels as a condition of employment, ASA(FM&C) requires centralized FM training and program support in order to coordinate and administer the FM professional development and training programs responsible for sustaining and growing the skills of the Department of Army’s (DOA) highly effective FM workforce.

1.2 Background. Workforce Development and Training (WDT) within ASA FM&C has responsibility for supporting the professional development of the DOA’s nearly 16,000 FM Workforce members and ensuring their DoD FM Certification. This support includes supplementing Army Commands (ACOMs) training efforts as they relate to the DoD FM Certification Program. The DoD FM Certification Program was authorized in the Fiscal Year 2012 National Defense Authorization Act (NDAA). This authority authorized the Secretary of Defense to establish a financial management professional certification program. The program is governed by the Department of Defense Instruction (DoDI) 1300.26 and requires all members of the DoD FM Community who perform financial management functions to participate in the FM Certification Program, as well as attain and maintain a DoD FM Certification as a condition of employment.

1.3 Scope. The contractor shall provide services for support as defined in this PWS. The required support will require the following lines of effort:

1.3.1 Workforce Development and Training Support

1.3.2 DoD FM Certification Program Support

1.3.3 Financial Management Training Courses

1.3.4 Web-based FM Training Management Tool

1.4 General Information

1.4.1 Quality Control (QC): The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means the contractor assures that the work complies with the requirement of the contract. As a minimum, the contractor shall develop quality control procedures that address the areas identified in Technical Exhibit 1, “Performance Requirements Summary”. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to its QC system. The quality control plan should be submitted within 10 days after contract award.

1.4.2 Quality Assurance (QA): The government shall 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 must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.4.3 Recognized Holidays: The contractor is not required to perform services on the following days:

New Year’s Day Labor Day Martin Luther King Jr. Birthday Columbus Day

Presidents’ Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Independence Day Christmas Day Independence Day

1.4.4 Hours of Operation/Place of Performance: The contractor is responsible for conducting work between the hours of 0730 hours to 1700 hours Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor must always maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential.

1.4.5 Place of Performance: Contractor personnel shall work from the Pentagon.

1.4.6 Security Requirements: All contractors must possess an active secret security clearance. All contractor personnel shall maintain their security clearances through the life of the contract.

1.4.7 AT/OPSEC Requirements: Antiterrorism Operations Security (AT/OPSEC): Contractor shall fulfill all AT/OPSEC requirements included herein, and any applicable source selection evaluation criteria for antiterrorism (AT) and other related protection matters to include, but not limited to: AT, operations security (OPSEC), information assurance (IA), physical security, law enforcement, intelligence, foreign disclosure.

1.4.7.1 AT Level I Training. All contracting employees, to include subcontracting employees, requiring access to government installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 30 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website: https://jkodirect.jten.mil/pdf/atl1/launch.html.

1.4.7.2 iWATCH Training. iWATCH Training. This standard language is for contractor employees with an area of performance within an Army controlled installation, facility or area. The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 30 calendar days after contract award.

1.4.7.3 Access and General Protection/Security Policy and Procedures. Contractor and all associated subcontractor employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The contractor shall also provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

1.4.7.4 The contractor will comply with FAR Clause 52.204-2. This clause involves access to information classified “Confidential,” “Secret,” or “Top Secret” and requires contractors to comply with The Security Agreement (DD Form 441), including DOD 5220.22-M and any revisions, notice of which has been provided to the contractor.

1.4.7.5 According to AR 530-1, new contractor employees must complete Level I OPSEC training within 30 calendar days after they report for duty. All contractor employees must complete annual OPSEC awareness training.

1.4.7.6 All contractor employees and associated sub-contractor employees must complete the DoD IA awareness training before issuance of network access and annually thereafter. All contractor employees working IA/IT functions must comply with DoD and Army training requirements in DoDD 8570.01, DoD 8570.01-M and AR 25-2 within six months of employment.

https://jkodirect.jten.mil/pdf/atl1/launch.html

1.4.7.7 All contractor employees with access to a government info system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services and must successfully complete the DOD Information Assurance Awareness prior to access to the IS and then annually thereafter.

1.4.7.8 The contractor shall be responsible for safeguarding all government property provided for contractor use.

At the close of each workday, government facilities, equipment, and materials shall be secured.

1.4.8 Conservation of Utilities. The contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities, which include turning off the water faucets or valves after using the required amount.

1.4.9 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The Contracting Officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the Contracting Officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced.

Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.4.10 Key Personnel: The below list of personnel is not all inclusive to perform all the work in this Performance Work Statement (PWS). The Contractor shall ensure that there is adequate staffing to complete all aspects of this performance-based requirement.

Recommended Staffing

Senior Project Leader

(Government site)

Advanced degree in management, accounting, economics, or finance with a minimum of 15 years of relevant work experience, or bachelor’s degree with 17 years of experience, or 21 years of experience with no degree; and 2 or more years of supervisory or project management experience. The ideal candidate will also possess expertise in organizational management, communication, and interpersonal skills, with excellent verbal and written communication skills, strong management abilities, and a keen attention to detail.

2 FTE

Senior Specialist 2 (Government Site)

Advanced degree in management, accounting, economics, or finance with a minimum of 9 years of relevant work experience, or Bachelor’s degree with 11 years of experience, or 15 years of experience with no degree; and 2 or more years of experience on large, technically complex projects in areas of functional expertise.

The ideal candidate will also possess expertise in organizational management, communication, and interpersonal skills, with excellent verbal and written communication skills, strong management abilities, and a keen attention to detail.

1 FTE

Senior Specialist 3 (Government Site)

Advanced degree in management, accounting, economics, or finance with a minimum of 8 years of relevant work experience, or Bachelor’s degree with 10 years of experience, or 14 years of experience with no degree; and experience in one of the functional areas or related disciplines included in the description of functional expertise. The ideal candidate will also possess expertise in organizational management, communication, and interpersonal skills, with excellent verbal and written communication skills, strong management abilities, and a keen attention to detail.

2 FTE

Specialist 1 (Government Site)

Advanced degree in management, accounting, economics, or finance with a minimum of 6 years of relevant work experience, or Bachelor’s degree with 8 years of experience, or 12 years of experience with no degree; and experience in one of the functional areas or related disciplines included in the description of functional expertise. The ideal candidate will also possess expertise in organizational management, communication, and interpersonal skills, with excellent verbal and written communication skills, strong management abilities, and a keen attention to detail.

2 FTE

1.4.11 Contract Manager: The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract.

1.4.12 Notification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. Contractor personnel shall obtain and display contractor badges at all times while performing the services in the PWS. The contractor shall have all personnel to fill out the necessary paperwork to obtain Common Access Cards (CAC) and Building passes for access to certain government facilities.

1.4.13 Contractor Manpower Reporting: The contractor will report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the Department of the Army via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil, and then click on “Department of the Army CMRA”.

Reporting inputs will be for the labor executed during the period of performance during each Government FY, which runs from October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2019. Contractors may direct questions to the help desk by clicking on “Send an email” which is located under the Help Resources ribbon on the right side of the login page of the applicable Service/Component’s CMR website at http://www.ecmra.mil. As part of its submission, the contractor will also provide the estimated total cost (if any) incurred to comply with this reporting requirement.

1.4.14 Contractor Travel: The contractor may be required to travel CONUS and within the National Capital Region (NCR). Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires Government PRIOR approval/authorization by the COR or Contracting Officer and notification to the COR at least 7 days prior to travel. The Contractor shall only be reimbursed for approved travel from the Contractor’s facility to sites designated by the COR or Contracting Officer. Travel costs shall be paid only when authorized by the COR or Contracting Officer as prescribed by FAR 31.205-46.

PART 2

RESERVED

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3.1 General. The contractor shall be responsible for safeguarding all Government equipment, information, and property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 General. Except for those items specifically stated to be government furnished in Part 3, the contractor shall provide all required personnel, labor, and materials to perform the work in this PWS.

4.2 Contractor is required to have fully operational training facilities in the local Washington D.C. metro area.

Training facility classrooms must be capable of hosting courses with a maximum occupancy of 32 students.

PART 5

SPECIFIC TASKS

5.1 Workforce Development and Training Support. This requirement includes workforce support for all aspects of training delivery across the Army FM Workforce. As the Army continues its efforts to meet certification and maintain audit readiness, there is a need to efficiently and cost effectively implement a wide-ranging set of current and future training initiatives across the FM Community. These support tasks include:

5.1.1 Training Scheduling & Delivery Services. Contractor is responsible for all scheduling and delivery tasks including, but not limited to coordination with local points of contact, classroom sourcing, instructor scheduling, instructor travel, delivery of course materials, administration of course and instructor evaluations, exam administration (where needed).

5.1.2 Student Services. Contractor will provide support services to members of the FM Workforce as they participate in various development and training activities. Student services activities include but are not limited to the following: inputs/data-entry into learning management systems, maintenance of student information and registration portals, optimizing registration workflow, student completion certificates, student surveys, student transcripts, student registration, customer service and help desk support.

5.1.3 Data Gathering and Presentation. The contractor shall assist in the preparation of briefings, speeches, and other presentations prepared for use by senior executives to both Army and external audiences. Developing and integrating strategic goals and objectives to improve the overall management of the program. The contractor shall develop weekly reporting by applying analytical techniques to determine trend analysis on LMS data.

5.1.4 Program Support and Virtual Program Support. As part of the Online Management Tool/Portal the contractor will provide virtual support services to provide capabilities for measuring the success of current programs by identifying the key success metrics by utilizing data analytics. Furthermore, program support may include gathering data, preparing reports, presentations, and communications documents; other tasks may include maintaining websites and information sites as needed. This list is not all-inclusive.

5.1.5 Business Process Reengineering (BPR) and FM Connect Integration with other Learning Management Systems. Contractor will provide BPR services for current or newly identified projects, which require BPR services to optimize the interface between the Army FM Workforce, new business systems and changes in policy. Contractor will work with government team and other Learning Management System owners such as Waypoints or FM MyLearn to integrate our course offerings via their platforms.

5.1.6 Workforce Assessments. Contractor will provide professional assessments to measure the competency and aptitude of the Army FM Workforce in order to establish appropriate training programs as needed.

Contractor will be required to measure proficiency in current and future competencies, during the continued development of the FM Workforce and push toward audit readiness.

5.2 DoD Financial Management Certification Program Support

5.2.1 The contractor shall provide support to the Army's sustainment of the DoD Financial Management (FM)

Certification Program. This includes providing recommendations to current and new policy, reporting, the Learning Management System (LMS) hierarchy, course alignment requests which include aligning both government and non-government course/class work for accreditation in the DoD FM myLearn system, help desk support, records management, auditing and training for Army users, supervisors, approvers and component administrators of the LMS; recommending changes to the Army's sustainment of the DoD Financial Management Certification Program, and keeping senior Army and OSD executives informed on the progress and status of the Army's sustainment of the DoD FM Certification Program as required.

5.2.2 The contractor shall manage the Army FM Certification Help Desk to include:

5.2.2.1 Analyzing issues and providing recommended solutions on issues submitted to the help desk and/or to

Senior Leadership,

5.2.2.2 Month-end reporting,

5.2.2.3 Train the Trainer & Train on FM Certification,

5.2.2.4 FM Certification user case management and follow-up, and

5.2.2.5 Conduct research and analysis, as requested on applicable FM Certification topics.

5.2.3 The contractor shall develop FM Certification and LMS training material and conduct onsite, off-site, and virtual training workshops for Army users, component administrators (CAs), and supervisors as requested.

The contractor shall provide and conduct a robust training program for the Army FM Certification

Program. The contractor shall provide users with assistance and training on system functionality. The contractor shall answer questions and provide explanations on system functions and interpretation of data.

The contractor shall develop, write and revise user training material, reference guides and documentation as needed. The contractor shall develop training materials such as exercises and visual displays. Training consists of Train-the-Trainer, over-the-shoulder guidance and informational briefings.

5.2.4 The contractor shall manage the Army hierarchy structure and approval roles in the Learning Management System (LMS) by collecting and submitting all required documentation to OUSD(C) for CCA/CA/and A2 request, Military Flat Files and any orphan corrections on a weekly basis.

5.2.5 The contractor shall maintain the Army FM Certification Program SharePoint portal for knowledge management and record keeping purposes to include updated policy information, job aids, templates/forms and general information for Army users, supervisors, and component administrators (CAs). The contractor shall also maintain all pertinent documentation, to include historical reporting data and all standard operation procedures for the Army FM Certification Program on the designated SharePoint site.

5.2.6 The contractor shall develop training briefings, student surveys, and conduct both onsite, off-site, and virtual FM Certification and LMS training workshops for Army users and component administrators (CAs) as requested.

5.2.7 The contractor shall develop and maintain an Army's Sustainment Guide of the DoD Financial Management Certification Program and develop an Army CA Handbook to assist Army CAs on management and LMS processes. The contractor shall draft proposed changes to, or complete rewrites of, existing Army regulations and other documents that establish policies and procedures. The contractor must participate in monthly OSD Component Administrator roundtables and provide program updates to the Army CAs monthly.

5.2.8 The contractor shall manage all course alignment requests and inquires utilizing the Course Management System (CMS) by reviewing and aligning applicable Army, academic and commercial class work for accreditation in the DoD FM myLearn system and participating in monthly Course Manager Roundtables with OUSD(C).

5.2.9 Training Return on Investment (ROI). The DoD FM Certification requires significant investments in workforce training. Contractor is required to provide a mix of tools and methodologies to measure the effectiveness of training programs (current and future) that are of particular interest.

5.3 Commercial off-the-shelf (COTS) Training and Financial Management Training Courses. The contractor shall provide pre-existing, Commercial Off-the-Shelf (COTS) training courses to promote the attainment and maintenance of the DoD FM Certification Program per DoDI 1300.26 for the Army FM workforce. The objective of this support is to provide continuous upskilling of the Army FM Workforce by:

5.3.1 Provide the Army a minimum of 50 pre-existing COTS courses that are mapped directly to one or more of the 24 FM competencies outlined in this PWS, as well as FM Certification Levels and the required Levels of Proficiency. (See Exhibit 1)

5.3.2 COTS training shall also include Leadership training, relevant to the performance of the Army FM Workforce. Contractor courses that can map to multiple competencies within the FM Certification Program are highly desired. All courses offered to the Army FM Workforce must meet one or more of the leadership competencies listed in Exhibit 1.

5.3.3 Courses shall meet the standards of the National Association of Stated Board of Accountancy (NASBA) standards for continuing education (CPE).

5.3.4 Increasing the overall performance of the FM workforce through the provision of both virtual and classroom-based training opportunities, as well as asynchronous options.

5.3.5 Contractor shall be currently registered NASBA CPE sponsors and are approved for the “Group Live”;

“Group-Internet Based”; and “QAS Self-Study” delivery methods.

5.3.6 The contractor is required to coordinate directly with ASA(FM&C) WDT staff to ensure timely and accurate scheduling of courses at numerous Army command locations throughout the Continental United States (CONUS) and Outside the Continental United States (OCONUS), proper registration of qualified attendees, delivery of training and contractor provided course material, as well as maintenance and updating of all COTS training as required.

5.3.7 Instructional material must be reviewed annually and updated as needed to keep pace with changes in public law, DoD policies, and practices.

5.3.8 The contractor is responsible for providing all course materials for attendees, as well as qualified training personnel to execute stated training (i.e., multiple courses at multiple locations, or at the same time for real-time online, during the same period). All attendees that complete training must be provided a certificate of completion within 10 business days of completing the course.

5.4 Course Development. The Contractor will provide professional services for the analysis, design, development, evaluation, and maintenance of training products for both current and future Army FM Workforce training requirements.

5.4.1 Required training products and services will directly support Army FM Certification Program requirements of DODI 1300.26. Contractor will be required to:

5.4.1.1 Develop and/or update classroom instructor-led courses.

5.4.1.2 Develop and/or update virtual instructor-led courses.

5.4.1.3 Develop and/or asynchronous eLearning courses.

5.4.1.4 Develop and/or update job aids.

5.4.1.5 Work with Army SMEs for the development of system compatible training.

5.4.2 Contractor course development training services will leverage technology in order to:

5.4.2.1 Meet the technical training needs for the Army FM Workforce, which includes the development, instruction, and maintenance/updating of virtual and classroom-based training.

5.4.2.2 Develop innovative training products that enhance learning and student engagement.

5.4.2.3 Reduce training delivery cost (instructor travel, printing materials, student travel, etc.)

5.4.2.4 Provide rapid delivery of training across the Army FM Workforce.

5.4.3 Contractor must provide course packets for all newly developed and updated courses. Course packets and

Course Materials (participant guides, workbooks, and any additional materials utilized to facilitate the course) shall include a course syllabus. The course syllabus should be complete and reflect sound instructional design. The syllabus should contain Course Title, Course Learning Objectives/Outcomes, Instructional Activities, Instructional Strategies, and Course Length (in hours or days).

5.4.4 Contractor shall submit screen shot examples for web-based courses, as well as narrative that describe the course workflow. Furthermore, the contractor must provide a broad selection of training that aligns to one of the 5 Proficiency/Mastery Levels (PL1, PL2, PL3, PL4, PL5) and therefore, the FM Certification Program requirements for CETs and all FM Certification Levels (Level 1, Level 2, and Level 3) per DoDI 1300.26.

5.4.5 Specific Army Financial Management Courses that are required to be developed under this contract IAW this PWS section are:

5.4.5.1 The Anti-deficiency Act (ADA) – this Army centric course shall be a web-based course on the ADA, to include Concepts, Policies and Principles of Audit, Budget Execution, and Decision Support.

5.4.5.2 Budget Execution – this Army focused course shall provide an overview of the Army budget execution process – from DoD's PPBES, through the Congressional authorization and appropriation process, to the actual distribution of funds; decision support; concepts, policies, and principles of audit; concepts, policies and principles of audit; concepts, policies and principles of finance, and budget execution.

5.4.5.3 Financial Management 101 – this Army course is an introduction to financial management within the Department of the Army (DA). It will provide an explanation of the budget and funding process; identify the roles and responsibilities of key members within the process.

5.4.5.4 Budget Formulation – this Army course provides the basics of how a budget is developed, priced out, and reviewed for accuracy as it passes through the formulation process within the Department of the Army (DA), Department of Defense (DOD), and Office of Management and Budget (OMB), and Budget Formulation, Justification and Presentation.

5.4.5.5 Funds Control for Commanding Officers – this Army course shall explain funds control, decision support, and budget execution.

5.4.5.6 Appropriations Law – this Army course shall explain appropriation law, decision support, budget execution, fundamentals and operations of budget, and budget formulation, justification, and presentation.

5.5 Web-Based FM Training Management Site. The contractor will be required to develop, perform and/or provide a combination of virtual services that aid in the alignment and optimization of the Army FM Workforce. Workforce optimization services include the development and maintenance of a web-based financial management training website.

5.5.1 Maintain the current Management Tool/Portal. Contractor will maintain the current virtual catalog of all courses offered, registration capabilities, as well as reports to monitor and establish performance metrics.

This maintenance will also include the daily update of the ArmyFM careers page and timely updates of the developmental programs page, ArmyFM awards page, and FM certification page. The Contractor shall update website content by adding, editing and/or removing any text on the existing site including any articles, reports, contact information and product or service description. As part of the content updates, the Contractor shall check the pages for any affected links and fix if the links are broken. The contractor shall update all career opportunities to the website within 24 hours of receipt and remove all opportunities once they are past the submission deadline. The contractor will work to enhance the portal to increase site traffic and support the user experience.

5.5.2 Development Services. The Contractor shall develop an Army and DoD compliant public facing homepage manage content updates as required and enhancing look and feel to meeting emerging needs. The site will maintain the virtual catalog of all courses offered, have on-line registration capabilities utilizing a Common Access Card (CAC) enabled function, WDT shall have the ability to access and download metrics and reports, in order to identify trends, student attendance, and extract other pertinent data and performance metrics.

5.6 Transition Plans

5.6.1 One month before the known loss of any key personnel, or transference of responsibilities, the Contractor will provide a written transition plan for each of the tasks required. All transition activities shall be coordinated with the Government and agreed to by the Government.

5.6.2 Phase Out: If required, due to Contract award to another Contractor, the incumbent Contractor shall provide a written phase out plan to cover the last (60) sixty calendar days of the end of the contract. The Contractor shall ensure that contractor personnel are onsite and providing support until the end of their contract.

During the phase out period, the incumbent Contractor, shall assist the successor Contractor with all equipment, services provided and performance requirements in order uninterrupted services to services to continue at the end of the phase out period. The Contractor phase out plan will provide a detailed plan to transfer sensitive information such as passwords and combinations and processes and documentation of processes or procedures in use by the Contractor to provide services and support.

Exhibit 1 Department of Defense

Financial Management & Leadership Competencies

The 24 DoD FM competencies include the following:

(* indicates one of 18 fundamental building blocks)

1. *Accounting Analysis.

2. *Advanced Financial Management.

3. *Budget Execution

4. *Budget Formulation, Justification, & Presentation.

5. *Concepts, Policies, and Principles of Accounting.

6. *Concepts, Policies, and Principles of Audit.

7. *Concepts, Policies, and Principles of Budget.

8. *Concepts, Policies, and Principles of Commercial Pay.

9. *Concepts, Policies, and Principles of Finance.

10. *Concepts, Policies, and Principles of Payroll.

11. *Decision Support.

12. Financial Management Analysis.

13. *Financial Management Systems.

14. *Fundamentals and Operations of Accounting.

15. *Fundamentals and Operations of Audit.

16. *Fundamentals and Operations of Budget.

17. *Fundamentals and Operations of Finance

18. *Fundamentals and Operations of Military & Civilian Pay.

19. Audit Planning and Management.

20. Audit Reporting.

21. Decision Support – Audit Execution.

22. Financial Management Reporting and Analysis

23. Financial Reporting.

24. Financial Stewardship.

Leadership Competencies

1. Lead Self competencies include: Flexibility, Integrity/Honesty, Interpersonal Skills, Resilience, Customer Service, Oral Communication

2. Lead Teams/Projects competencies include: Team Building, Accountability, Decisiveness, Influencing/Negotiating, DoD Mission and Culture

3. Lead People competencies include: Human Capital Management, Leveraging Diversity, Conflict Management, Developing Others, DoD Corporate Perspective, National Security Foundation