PWS Strat Ed 2021-2026.docx

U.S. Army War College Performance Work Statement Strategy Education Program Support

1.0 BACKGROUND. The U.S. Army War College (USAWC) educates and develops leaders for service at the strategic level while advancing knowledge in the global application of Landpower. The USAWC supports the U.S. Army’s Strategic Leader education, development, and assessment programs, including Senior Leader Competencies development and assessment, and Strategic Mission Command efforts. The USAWC does this by developing and conducting Senior Leader competency assessments and by incorporating strategic thought, concepts, and practices into the curriculum. The USAWC facilitates and encourages strategic thought, discussion, and advancement of knowledge among all of the student programs. The USAWC continues to engage strategic leaders to achieve both a strategic and mission command mindset across the force. This requirement fills a manpower and expertise gap currently not resident at Carlisle Barracks.

1.0.1 Strategy Education and Mission Command. “Mission command is the Army’s approach to command and control that empowers subordinate decision making and decentralized execution appropriate to the situation. Mission command supports the Army’s operational concept of unified land operations and its emphasis on seizing, retaining, and exploiting the initiative” (Army Doctrinal Publication [ADP] 6-0, 31 July 2019). Mission Command for strategic leaders is different from that exercised by tactical leaders and requires education in, and an understanding of, strategy. Achieving a strategic mindset across the force must occur throughout the professional life of military members and civilians. Currently the U.S. Army does not have a comprehensive strategy for achieving a strategic mindset. Talent Management is the Army’s overarching program for assessing and developing strategic leaders. This task will assist in the development of both the strategic education strategy and talent management program.

2.0 SCOPE. The Center for Strategic Leadership (CSL) projects that the requirements and tasks (paragraph 3, below) shall be executed by one individual (the contractor). The contractor shall provide non-personal, administrative, academic, and intellectual support to the USAWC at Carlisle, PA and other locations within the United States.

2.1 References/Applicable Documents.

a. See U.S. Army publications located at the Army Publishing Directorate: https://armypubs.army.mil/ProductMaps/PubForm/ADP.aspx.

b. Carlisle Barracks regulations are available for viewing at the Center for Strategic Leadership, 650 Wright Ave, Rm B033, Carlisle Barracks, PA.

3.0 SUMMARY OF REQUIREMENTS.

3.1 Tasks.

3.1.1 Lot 1. The contractor shall conduct the following tasks at Carlisle Barracks, PA or other locations within the United States. USAWC CSL leadership may decide not to execute some of the tasks listed below. In this case, the appointed COR will notify the contractor not to execute a task and the Government will take no negative actions against the contractor.

3.1.1.1 Primary Integrator for Strategic Education. The contractor shall serve as the primary integrator for the USAWC’s efforts to develop a comprehensive strategy to achieve a strategic mindset across the force. The contractor shall develop a plan and integrate the efforts of the Army Learning Coordination Council – Strategic Education Subcommittee (LCC-SES) (and/or its derivative, follow on, or associated councils) to produce/update a strategy and governance documents to achieve a strategic mindset across the force:

a. Integrate LCC-SES efforts and prepare/update reports that assess the Army’s strategy education capacity; analyze and compare curricula; and offer recommendations to the Commandant, USAWC.

b. Integrate LCC-SES efforts and prepare/update reports which provide governance guidelines for the Army’s strategy education effort.

c. Integrate LCC-SES efforts and prepare/update documents which articulate the Army’s strategy for achieving a strategic mindset across the force.

d. Integrate LCC-SES efforts and prepare/update documents which integrate the strategy to achieve a strategic mindset into other relevant Army strategies (e.g., Army Learning Strategy, Army Leader Development Strategy, and Army Human Dimension Strategy)

e. Prior to the 15th day of each month, the contractor will provide a written report and presentation on the status of USAWC support to the LCC-SES.

3.1.1.2 Primary Integrator for Talent Management. The contractor shall serve as the primary integrator for the USAWC’s efforts to support the Army Talent Management Task Force (TMTF). The contractor shall develop, plan, and integrate USAWC efforts in support of the Army TMTF.

a. Integrate USAWC efforts and prepare/update reports that assesse the Army TMTF efforts; analyze how the USAWC may apply these efforts; and offer recommendations to the Commandant, USAWC.

b. Develop and staff USAWC recommendations on TMTF guidance including, governance guidelines, policy, implementation plans, test development, and program management.

c. Contractor will conduct or attend meetings in person, via telephone, or online as required to support USAWC TMTF efforts.

d. Prior to the 15th day of each month, the contractor will provide a written report and presentation on the status of USAWC support to the Army TMTF.

e. Contractor will manage the USAWC Senior Leader Competencies testing program (and/or its derivative, follow on, or associated evaluation programs). The testing program will not exceed four (4) test sessions per quarter (quarters are defined as: January - March; April - June; July - September; and October - December). A test session is defined as one group of test takers completing the entire test regime in an uninterrupted period of time – not to exceed three (3) hours. The maximum number of individuals test takers will not exceed two hundred and fifty (250) per session and eight hundred (800) per quarter.

1) Provide recommendations to the Commandant USAWC on the evaluation process.

2) Ensure USAWC processes meet the Army TMTF standards.

3) Assist in the development of the testing process, including question development and evaluation criteria.

4) Manage execution of the testing process (reserve facility; coordinate IT, logistics, and proctor support; and notify test takers).

5) Manage evaluation of completed tests for each test taker.

· Evaluate test answers and if support is available coordinate with other organizations to conduct evaluations.

· Provide results to USAWC and TMTF within thirty (30) calendar days of testing.

· Notify each test taker of their results within sixty (60) calendar days of testing.

3.1.1.3 Presentations and Lesson Facilitation. The contractor shall develop and deliver presentations and academic programs supporting USAWC goals, missions, and vision. This task includes the following actions as well as the requirement to track and report progress of each action:

a. Presentations on SES and TMTF. The contactor shall provide up to ten (10) academic presentations on SES and TMTF related programs to internal and external USAWC audiences (in addition to the updates as required as part of the Primary Integrator duties – see para 3.1.1.1 and 3.1.1.2).

1) Propose specific SES and/or TMTF topics.

2) Create outlines of presentation/instruction.

3) Develop presentation materials.

4) Present information, in person or virtually, answer questions, and facilitate attendee dialogue.

b. USAWC Lessons. The contractor shall develop academic materials, teach, and provide administrative support for USAWC sponsored courses and lessons. The contractor shall complete the following actions for up to ten (10) lessons (e.g. Core Lessons; Elective Lessons; DDE Graduate Seminars; Special Programs; General Officer education; and noon time lectures).

1) Propose applicable topics for inclusion in lessons.

2) Recommend readings that support learning outcomes for each lesson (50 to 100 pages per lesson).

3) Create outlines of instruction.

4) Develop lesson modules and presentation materials.

5) Present lessons, in person or virtually, answer questions, and facilitate student dialogue.

3.1.1.4 Research Support. The contractor shall provide intellectual and administrative support while participating in the writing of one (1) student, faculty, and/or staff research project (such as an Integrated Research Project) focused on achieving a strategic mindset, talent management, mission command, or other associated issues. This task includes the following actions:

a. Propose and refine research topics.

b. Submit research plan and conduct research.

c. Coordinate activities of researchers.

d. Edit and submit final written product for publishing.

e. Submit required documentation.

3.1.1.5 Document Review. The contractor shall review and provide comments on up to four (4) Strategy Education-related, talent management, mission command, or other associated documents per month to include strategies, policies, doctrine, whitepapers, essays, and articles. This task includes the following actions:

a. Submit recommendations no later than 14 calendar days after assignment of task.

b. Identify recommended inclusions and changes along with rationale.

c. Submit written documentation or enter into forms as required.

3.1.1.6 Symposia Attendance. The contractor shall attend up to four (4) approved symposia (conferences, workshops, or wargames) focused on Strategy Education, mission command, or other associated issues sponsored by organizations outside the USAWC. The location of symposia is not restricted as long as contractor does not exceed travel costs (ref. paragraph 8.3 below). This task includes the following actions:

a. Propose event participation with rationale showing support for the USAWC mission; obtain concurrence from USAWC on attendance not later than fourteen (14) calendar days prior to the event.

b. Attend, present, or facilitate group discussions.

c. Within seven (7) calendar days of returning, submit post-symposium report and required documentation.

3.1.1.7 Project Support. The contractor shall assist in providing intellectual and administrative support for up to two (2) projects, programs, or events supporting USAWC goals, missions, and vision. This task includes the following actions as well as the requirement to track and report the progress of each action:

a. Provide Subject Matter Expertise.

b. Provide administrative support as needed.

c. Attend meetings at Carlisle Barracks or other locations.

d. Assist in developing plans, programs, policies, strategies, or other documentation.

e. Assist in event execution.

f. Present, lead, or facilitate group discussions.

g. Submit post-event report: An initial report is due no later than seven (7) calendar days after the event and the final report is due no later than thirty (30) calendar days after the event.

3.1.1.8 Faculty Training. The contractor shall attend four (4) USAWC faculty development, facilitator, and/or learning management system training sessions.

3.1.1.9 Meetings. The contractor shall attend the following meetings at Collins Hall, Carlisle Barracks, PA:

a. Initial Meeting. The contractor shall attend an initial meeting with the government representative, on a date to be determined (TBD), but no later than (NLT) five (5) calendar days after award of contract, to discuss work to be performed and to receive Government Furnished Equipment (GFE), materials, and work space.

b. Annual Plan Meeting: Within thirty (30) calendar days of award, contractor shall provide a written schedule for the accomplishment of all tasks outlined in paragraph 3, including justification and rationale; contractor shall also brief this plan in person.

c. Recurring Meetings. The contractor shall attend meetings, with a government representative, on a weekly basis to discuss past and future tasks, deliverables, and status updates (unless on specified travel or approved absence).

3.1.2 Lot 2. The contractor shall plan, develop, and execute one (1) symposium (conference, workshop, or invitational meeting) to support the Army Learning Coordination Council – Strategic Education Subcommittee (LCC-SES), Talent Management Task Force, mission command, or other USAWC initiatives. The following tasks (3.1.2.1 – 3.1.2.4) are placed on an optional unfunded contract line item number (CLIN); which will only be exercised after the Center for Strategic Leadership receives approval and obtains proper funding. The government has no obligation to exercise performance of the following symposium tasks. The contractor has no obligation to perform the following symposium tasks unless the contractor receives a Task Order Modification, signed by the Contracting Officer authorizing performance of the symposium tasks with the obligation of funds. The contractor will conduct these tasks at Carlisle Barracks, PA, or another location within the United States.

3.1.2.1 Symposium Support. The contractor shall plan, develop, and execute one (1) symposium (conference, workshop, or invitational meeting) focused on Strategy Education, Mission Command, or other USAWC initiatives. This task includes the following actions as well as the requirement to track and report progress of each action (the government may modify, subtract, or add to these tasks as required to meet the needs of a specific symposium, within the bounds of accepted symposium support):

a. Pre-event tasks.

1) Develop agenda and supporting scenario based on the provided symposium topic.

2) Develop symposium agenda, methodology, desired outcomes, and supporting scenario.

3) Confirm availability and reserve facility.

4) Complete required request and approval documentation.

5) Develop the following symposium information and provide it to invitees via approved email, webpage, or other electronic messaging applications.

· Agenda

· Goals, Objective, and Methodology

· Registration

· Directions

· Accommodations

· Read Ahead Materials

6) Send invitations to potential participants, referring them to the symposium webpage referenced above.

7) Inform appropriate security personnel of requirements for symposium participant access to installations, buildings, and rooms.

8) Invite approved guest speakers and complete required documentation to include:

· Distinguished visitor reports

· Request for speaker fees, honorarium, and travel pay

9) Identify and inform responsible organization of Information Technology requirements.

10) Identify and inform responsible organizations of note-taking and/or recording requirements.

11) Identify and inform responsible organizations of requirement for photography support.

12) Develop and inform responsible organizations for signage to include: external directions to facility, distinguished visitor parking; internal posters, and internal and external electronic displays.

13) Develop a food and beverage plan and inform responsible organizations of requirements.

14) Produce the following for each participant:

· Name Tags

· Name Tents

· Read Ahead Materials

15) Schedule and conduct weekly coordination meetings starting sixty (60) calendar days prior to the symposium.

· Invite participants

· Establish agenda

16) Schedule and conduct a walk-through of the facility at least three (3) calendar days prior to the symposium in order to identify any shortfalls.

b. Event tasks.

1) Set up registration area and provide information to arriving participants.

2) Set up main and small group rooms to include:

· White boards and markers

· Butcher Paper

· Audio visual displays

· Notepads and pens

3) Record the event through note-taking and/or recordings.

4) Facilitate the plenary and small-group discussions.

5) Compile a list of participants along with their organization, telephone numbers, and email addresses.

c. Post-event tasks.

1) Submit post-symposium documentation.

2) Complete documentation for guest speakers to include:

· Distinguished visitor reports

· Submit and track speaker fees, honorarium, and travel pay.

3) Write, edit, and coordinate for publishing, post-symposium reports. The draft report is due no later than thirty (30) calendar days after the event and the final report is due no later than sixty (60) calendar days after the event.

4.0 DELIVERABLES.

Lot 1

Complete final document no later than thirty (30) calendar days after staffing (review and comments returned) is completed.

Complete final document no later than thirty (30) calendar days after staffing (review and comments returned) is completed.

Complete final document no later than thirty (30) calendar days after staffing (review and comments returned) is completed.

Provide post-event report within seven (7) calendar days of returning.

Lot 2

Sixty (60) calendar days after symposium execution (final)

5.0 QUALIFICATIONS.

5.1 Education. Master's degree in a discipline related to strategic mission command. (e.g., Strategic Studies, Leadership, Military Arts and Science, Strategic Systems).

5.2 Experience. At least three (3) years of experience as a senior leader (O-6 or above or equivalent).

5.2.1 At least three (3) years of experience in strategy or plans development at a Major Command, Service, or Joint Headquarters (or equivalent).

5.2.2 At least two (2) years of experience developing and teaching Senior-Level College curriculum (or equivalent).

5.3 Documentation. Evidence for each of the qualifications above must be addressed by submission of resume or curriculum vitae and transcripts.

6.0 GOVERNMENT FURNISHED FACILITIES AND EQUIPMENT

6.1 General Information. The Government shall furnish or make available to the Contractor certain facilities, equipment, supplies and materials, and services. Government Furnished Property (GFP) consists of Government-Furnished Facilities (GFF), Government-Furnished Equipment (GFE), Government-Furnished Supplies and Material, and Government-Furnished Services. The Contractor shall not use GFP or services for any other purpose than execution of work under this contract.

7.0 QUALITY.

7.1 Responsibility. It is the responsibility of the contractor to ensure that all deliverables (draft or final) meet the Government's evaluation standards as regulated by AR 25-50 Preparing and Managing Correspondence, dated 3 June 2002, and as revised or updated. Upon initial Government review, if draft or final deliverables do not meet the evaluation standards for quality, the draft or final deliverables will be returned to the contractor for revision within five (5) working days. It shall be the responsibility of the contractor to correct the errors without additional cost to the Government. The Government review period will not begin until initial Government review finds that the deliverable(s) meet acceptable standards for all quality requirements.

7.2 Format. All documents shall be developed and delivered using the approved version of MS Office® products.

7.3 Deliverable Medium. Draft deliverables shall be provided in electronic form only. Final deliverables shall consist of one print ready paper copy and an electronic copy. Electronic copies shall be delivered through the Government information technology network and/or on DVD/CD-ROM disk. All electronic media copies shall be virus-checked before submission. All deliverables will be provided to the COR.

8.0 OTHER CONSIDERATIONS.

8.1 Place of performance. The contractor shall perform tasks at the Government facility (Collins Hall, Carlisle Barracks, PA), a Contractor site, and at offsite event locations within the United States at the discretion of the government COR. However, the contractor is expected to conduct on-site coordination at least weekly unless on specified travel or approved absence.

Telework will NOT be considered for this position outside of extenuating circumstances.

8.2 Period of performance. The period of performance shall be a 12 month base period, with four (4) twelve (12) month Option Years.

8.3 Travel. Travel is anticipated with this requirement. The contractor will travel in the conduct of the specified duties. Travel costs will not exceed $10,000.00 for the Base year; $10,300.00 for Option Year 1; $10,609.00 for Option Year 2; $10,927.27 for Option Year 3; and $11,255.09 for Option Year 4 of the contract.

8.4 Government Furnished Equipment (GFE). The Government will provide office space, phone, computer with network access, and other general office equipment as needed.

8.5 Training.

8.5.1 AT Level I training. All contractor employees, to include subcontractor employees, requiring access Army 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 thirty (30) calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website: http://jko.jten.mil

8.5.2 Access and general protection/security policy and procedures. Contractor and all associated sub-contractor 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. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) 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.

8.5.3 For contractors requiring Common Access Card (CAC). Before CAC issuance, the contractor employee requires, at a minimum, a favorably adjudicated National Agency Check with Inquiries (NACI) 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 DoD facility and access, via logon, to DoD networks on-site or remotely; (2) Remote access, via logon, to a DoD network using DoD-approved remote access procedures; or (3) Physical access to multiple DoD facilities or multiple non-DoD federally controlled facilities on behalf of the DoD 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 NACI at the Office of Personnel Management.

8.5.4 iWATCH Training. The contractor and all associated subcontractors working within any Carlisle Barracks, facility, or area, will ensure all employees read the statement below on the local iWatch program. This locally developed statement 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 will 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 no later than 35 days after contract award. IWatch Training: (Guard Info About Yourself and Your Job. Limit discussion and accessibility of any information (written or verbal) that may provide terrorists insights for targeting. Always use secure means when passing sensitive information, destroy identifiable information. Be aware of your surroundings. Write down license numbers of suspicious vehicles; note description of occupants. Recognize and Report Unusual or Suspicious Behavior to your COR or the Carlisle Barracks police at 717-245-4115. YOU are the first line of defense against terrorism.)

8.5.5 Army Training Certification Tracking System (ATCTS) registration for contractor employees who require access to government information systems. 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.

8.5.6 OPSEC Training. Per AR 530-1, Operations Security, new contractor employees must complete Level I OPSEC training within 30 calendar days of their reporting for duty. All contractor employees must complete annual OPSEC awareness training.

8.5.7 Information assurance (IA)/information technology (IT) training. 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 appointment to IA/IT functions.

8.5.8 Contracts That Require Handling or Access to Classified Information. Contractor shall comply with FAR 52.204-2, Security Requirements. This clause involves access to information classified “Confidential,” “Secret,” or “Top Secret” and requires contractors to comply with— (1) The Security Agreement (DD Form 441), including the National Industrial Security Program Operating Manual (DoD 5220.22-M); any revisions to DOD 5220.22-M, notice of which has been furnished to the contractor.

8.5.9 Threat Awareness Reporting Program. For all contractors with security clearances. Per AR 381-12 Threat Awareness and Reporting Program (TARP), contractor employees must receive annual TARP training by a CI agent or other trainer as specified in 2-4b.

8.5.10 Additional Training Requirements. Contractor shall accomplish any additional training that the Department of Defense, Department of the Army, or the Commandant of the USAWC may determine necessary for personnel working on military installations or working with military personnel (not to exceed 10 hours of instruction).

8.6 Clearance. The contractor shall be a U.S. citizen and shall possess, at a minimum, a SECRET clearance.

8.7 Contractor manpower reporting language for contract Performance Work Statements (PWS) and Related Background Information.

8.7.1 The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the US Army War College 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" or the icon of the DoD organization that is receiving or benefitting from the contracted services.

8.7.2 Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs 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 2013. 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.