SP_T3 PWS_14May25.pdf

Performance Work Statement (PWS) for

AFRL/SP

Technology Transfer and Transition (DAF/T3) & Directorate Level Support

1. PURPOSE

This White Paper describes professional services required by the Air Force Research Laboratory (AFRL), Department of Air Force Strategic Partnering and Technology Transfer and Transition (DAF/T3) Program Office.

2. BACKGROUND

The AFRL/SP and DAF/T3 program office has the requirement to increase the use of T3 mechanisms, increase the number of patents and intellectual property, and increase metrics across the Air Force. The DAF/T3 program office is charged to fully execute the goals of the U.S. Secretary of the Air Force (SecAF) and AFRL Commander (AFRL/CC) to transition technology to the warfighter in the most efficient and effective way possible. The goals are to facilitate technology insertion into Department of the Air Force acquisition programs and increase private sector commercialization of DAF research and development.

3. DESCRIPTION OF SERVICES

3.1. The Contractor shall provide professional services (NAICS 541990) to AFRL/SP and the Department of the Air Force Technology, Transfer and Transition Directorate to support and fulfill existing and emerging mission needs to include approving a Facility Clearance (FCL) authorization via DD Form 254 if/when required.

3.2. All technical and functional support data which is furnished, produced or otherwise available to the Contractor/Contractor personnel during the performance of this contract is considered confidential business information and shall not be used for purposes other than performance of work under this contract.

3.3. The contractor shall comply with all government information technology training, safety, and personally identifiable identification requirements. The contractor shall provide personnel who possess the following qualifications to perform the following tasks.

3.4. Mandatory Qualifications. The Contractor shall possess an educational degree or equivalent experience to successfully fill a requirement. They must have strong communication and interpersonal skills demonstrated in business settings with diverse stakeholders, both internally and externally with customers. In addition, personnel must have strong organizational and/or problem-solving skills.

3.5. The SP, DAF/T3 Director and team require support in the functional areas of Graphic Design, T3 Support, Data Gathering and Reporting, Electronic Records Management, Conference and Integrated Product Team Planning, Market Research and Business Case

Analysis, Administrative Support Analysis, Strategic Communications, Partnership Management, Business Operations Management, and Office of Research and Technology Applications (ORTA) Management.

3.6. The Contractor shall maintain communication covering all aspects related to the lifecycle management of the DAF/T3 environment as it relates to staff provisions.

3.7. The Contractor shall assist the SP and DAF/T3 Director with leading project management that is not limited to all cradle-to-grave activities, project management, change management, financial management, and other activities related to the success of the program.

3.8. The Contractor shall coordinate with the customer on all staffing requirements/activities related to the needs of the customer.

3.9. The Contractor shall provide updates to the SP and DAF/T3 Director to include weekly touchpoints, monthly, and annual activity reports, data analysis, metrics, and program improvement efforts.

4. TASK REQUIREMNTS

4.1. GRAPHICS DESIGN SUPPORT

4.1.1. The Contractor shall translate client needs and branding strategies into design strategies.

4.1.2. The Contractor shall design visual concepts using graphic design tools including design software.

4.1.3. The Contractor shall select colors, fonts, photographs, layouts, and other design elements to communicate creative concepts.

4.1.4. The Contractor shall articulate and pitch design concepts to clients and other end users.

4.1.5. The Contractor shall ensure final graphics and layouts are visually appealing and on-brand.

4.1.6. The Contractor shall conceptualize visuals based on requirements.

4.1.7. The Contractor shall prepare rough drafts and present ideas for approval to the SP and DAF/T3 Director.

4.1.8. The Contractor shall develop illustrations, logos and other designs using software provided by the AFRL.

4.1.9. The Contractor shall use the appropriate colors and layouts for each graphic.

4.1.10. The Contractor shall work with the Director and his/her designee to produce final design.

4.1.11. The Contractor shall test graphics across various media.

4.1.12. The Contractor shall study design briefs and determine requirements.

4.1.13. The Contractor shall implement feedback and changes when appropriate.

4.1.14. The Contractor shall implement a quality assurance process for design errors.

4.2. T3 SPECIALIST SUPPORT

4.2.1. The Contractor shall provide product support for the development and negotiation of various DAF Technology Transfer mechanisms to include Cooperative Research and Development Agreements (CRADAs), Educational Partnership Agreements (EPAs), Patent License Agreements (PLAs), and other agreements as required.

4.2.2. The Contractor shall use applicable Air Force regulations and federal laws to generate technology transfer agreements as required.

4.2.3. The Contractor shall effectively negotiate the agreements with all parties involved and maintain clear and open communication to minimize confusion and cancellation of agreements.

4.2.4. The Contractor shall coordinate activities with the servicing legal office to determine rights to inventions, patent and licensing implications and the commercial potential of patentable technology.

4.2.5. The Contractor shall prepare staff summary packages for approval and track agreement through the approval process.

4.3. DATA GATHERING AND REPORTING

4.3.1. The Contractor shall collect reports as required by the various technology transfer agreements to ensure the objectives of the agreements are met.

4.3.2. The Contractor shall analyze agreement reports for potential technology transfer and/or transition opportunities that could support the mission.

4.3.3. The Contractor shall collect and review Air Force patents and intellectual property for potential licensing or transition opportunities.

4.3.4. The Contractor shall gather data for monthly and/or annual reporting requirements and frequent taskers from leadership.

4.4. ELECTRONIC RECORDS MANAGEMENT

4.4.1. The Contractor shall collect, maintain, and report all data elements required for the management of technology transfer and transition.

4.4.2. The Contractor shall manage records of agreements using the Defense Technology Transfer Information System (DTTIS) and other systems as required.

4.4.3. The Contractor shall assist in defining requirements for the SP and DAF/T3 web-based applications.

4.4.4. The Contractor shall develop and provide recommendations to improve business processes with information technology solutions.

4.5. CONFERENCE AND INTEGRATED PRODUCT TEAM (IPT) PLANNING

4.5.1. The Contractor shall provide technical support for conferences and IPTs. This effort may include the following:

4.5.1.1. Coordinate locations for 3 to 4 conferences, workshops, and IPT meetings per year,

4.5.1.2. Assist with agenda planning to include finding speakers, trainers, etc.,

4.5.1.3. Manage attendee invitations, acceptances, and badging,

4.5.1.4. Create briefing materials, make presentations and/or gather slide decks and other information for presentations prior to the events and print copies of briefings or other materials as needed, and

4.5.1.5. Manage presentations and electronic displays on the day of the event.

4.5.2. The Contractor shall record and publish meeting minutes and action items.

4.5.3. The Contractor shall develop and maintain an action item tracking system.

4.5.4. The Contractor shall attend and participate in any regional, state, and local Conferences, workshops, and IPT planning meetings.

4.5.5. The Contractor shall attend trade shows, events, and conferences deemed of interest and of benefit to the goals of the program as required.

4.6. MARKET RESEARCH AND BUSINESS CASE ANALYSIS

4.6.1. The Contractor shall perform market research studies on lab developed technologies and prepare a business case analysis to identify factors to support investment decisions.

4.6.2. The Contractor shall identify companies that could best supplement federal laboratories and their programs.

4.6.3. The Contractor shall specifically assist the SP and DAF/T3 Director and team with enhancing its processes, data accessibility, and transparency for increased enterprise efficiency; and enhancing its engagement and outreach efforts.

4.7. ADMINISTRATIVE SUPPORT ANALYSIS & STRATEGIC COMMUNICATIONS

4.7.1. The Contractor shall review and analyze all established processes and established procedures that generate, record, and track the DAF/T3 program and provide recommendations to government program managers to evolve and/or improve current practices.

4.7.2. The Contractor shall take meeting minutes and log action items. The Contractor shall maintain a log of open and closed action items, tracking the results of closed items.

4.7.3. The Contractor shall recommend for consideration one alternative transition mechanism 30 days before the end of the period of performance.

4.7.4. The Contractor shall use the information collected to establish a semiannual presentation that the government program manager can use for strategic communication purposes.

4.7.5. The Contractor shall participate in SP and DAF/T3 related conferences, workshops, and working meetings to gain insight into the interactions within and between the AFRL technology directorates and other federal agencies. The government program manager shall determine which workshops, conferences, and meetings that the Contractor shall support.

4.7.6. Provide coordination and support of all SP and DAF/T3 event planning (virtual and/or in-person). The Contractor shall take meeting minutes and log action items. The Contractor shall maintain a log of open and closed action items, tracking the results of closed items. Additionally, the Contractor shall:

4.7.6.1. Identify candidate venues and coordinate contract of chosen venue,

4.7.6.2. Determine agenda with government concurrence,

4.7.6.3. After AF approval, identify speakers,

4.7.6.4. Manage online and onsite registration, and

4.7.6.5. Develop all event materials and coordinate shipping to event location.

4.7.7. Participate in and support related working meetings to gain insight into the interactions within and between the DAF/T3 program, their Prime- and Sub-

Contractors and supply chains. On the date of the event, the Contractor will support the following requirements such as:

4.7.7.1. Oversee rooms set-up,

4.7.7.2. Onsite registration check-in,

4.7.7.3. Manage all venue services (audio/visual, computer/electronic),

4.7.7.4. Provide support to all tabletop displays/exhibits,

4.7.7.5. Provide customer service support for all attendees,

4.7.7.6. Secure photo and video support functions,

4.7.7.7. Facilitate slide presentations in break-out rooms,

4.7.7.8. Confirm final attendee count and develop attendee demographics,

4.7.7.9. Tear-down all event materials and ship back to storage facility (via FedEx, UPS, etc.), and

4.7.7.10. Other related job duties as assigned by the SP and DAF/T3 Director.

4.8. DATA & ENGINEERING SUPPORT

4.8.1. The contractor will provide project management and systems support to ensure the T3 database project is completed with the proper customer requirements.

4.8.2. The contractor will collaborate with the Director, Technical Directorates and other designees to support the various Air Force and DoD programs with the implementation, maintenance, and enhancement of a Defense-level Enterprise Information System.

4.8.3. The contractor will advise defense-level enterprise information system Program Management Office and organization leadership on technical direction and capabilities.

4.8.4. The contractor will support full lifecycle data engineering and provide enhancements to the defense-level enterprise information system suite of both public and internal web portal applications, custom built workflow, data consolidation, integration, search engines, and reporting tools.

4.8.5. The contractor shall support in the areas of preparation, reviewing and implementation of technical plans to support all phases of the development lifecycle.

4.8.6. The contractor shall collect, identify, analyze, interpret, clean, and validate data for actionable insights.

4.8.7. The contractor will play a vital and strategic role by collaborating with cloud hosting services.

4.8.8. The contractor will develop a project and change management plan to ensure successful migration of defense-level enterprise information system.

4.8.9. The contractor will collaborate with other project teams within and outside the organization to determine ideal build specifications to meet requirements.

4.8.10. The contactor will review, develop and implement cybersecurity plans and architectures to ensure compliance.

4.8.11. The contractor will verify that the proposed final product follows best practices for enterprise systems, is within cost guidelines and meets required specifications.

4.8.12. The contractor will work with cloud hosting service and development teams to support migration of defense-level enterprise information system.

4.8.13. The contractor will develop plans for identifying, isolating and correcting defects.

4.8.14. The contractor will conduct regular testing using available technology and testing tools.

4.8.15. The contractor shall update existing computer equipment and integrate new technology into existing units.

4.8.16. The contractor shall identify relevant data sources for the customer’s business needs.

4.8.17. The contractor will analyze and interpret data for best practices, trends and patterns

4.8.18. The contractor will work closely with network support staff to identify and resolve network bugs and design network expansions.

4.8.19. The contractor will work closely with the development team to create new capabilities as needed.

4.8.20. The contractor will manage the organization’s customer-facing website.

4.9. PARTNERSHIP SUPPORT MANAGMENT

4.9.1. The Contractor shall specifically assist the AFRL/SP Director and team with enhancing its strategic partnering data accessibility and enhancing its program execution, engagement, collaboration & outreach efforts.

4.9.2. The Contractor shall provide ad hoc and periodic activity reports and business analysis to AFRL/SP Director and leadership.

4.9.3. The Contractor shall coordinate the production of strategic partnerships materials (e.g., briefings and informational brochures) to ensure consistent and branded messaging is relayed to internal and external stakeholders.

4.9.4. The Contractor shall facilitate collaborative planning sessions for executive team members and capture insights to ensure rapid implementation.

4.9.5. The Contractor shall develop, facilitate, and foster strategic client partnerships to create and build working relationships critical for client to execute its Science & Technology (S&T) mission.

4.9.6. The Contractor shall identify S&T Research & Development (R&D) trends and provide recommendations for program improvements.

4.9.7. The Contractor shall complete all aspects of partnership engagement to include all required partnership agreements documentation.

4.9.8. The Contractor shall engage with senior leaders and Subject Matter Experts (SMEs) from client and other U.S. Government agencies (e.g., Defense Advanced Research Projects Agency (DARPA), Army, Navy, Coast Guard, Federal Aviation Agency (FAA), Department of Energy (DOE), etc.) and industry partners.

4.9.9. The Contractor shall support the analysis of partnership data, form conclusions on strategic value, and advise on courses of action based on that analysis.

4.9.10. The Contractor shall demonstrate and provide strategic partnering program execution and strategic communications subject matter expertise to client's collaboration and partnership.

4.9.11. processes (to include the alliance agreement’s structure utilizing products such as Memorandums of Agreement (MOA’s) Memorandums of Understanding (MOUs), Cooperative Research and Development Agreements (CRADAs), etc.

4.10. BUSINESS OPERATIONS MANAGEMENT

4.10.1. The Contractor shall specifically assist the AFRL/SP Director and team with enhancing its processes, data accessibility, and transparency for increased enterprise efficiency; and enhancing its engagement & outreach efforts:

4.10.2. The Contractor shall work across all departments to align teams, communicate goals, executive strategic initiatives and improve processes to ensure the organization runs efficiently and effectively.

4.10.3. The Contractor shall provide ad hoc and periodic activity reports and business analysis to AFRL/SP Director and leadership.

4.10.4. The Contractor shall review and analyze AFRL/SP processes and established procedures that generate, record, and track government program manager guidance and provide recommendations that evolve and/or improve current practices.

4.10.5. The Contractor shall assist in providing recommendations on key strategic project planning requirements and organizational design efforts in the form of a business case analyses or strategy plan for Government approval. It will be comprised of proposed solutions and provide recommendations on various courses of action to include potential return on investment and associated risk of proposed solutions.

4.10.6. The Contractor shall assist in the development of AFRL/SP internal communications to market the capabilities and opportunities that the Regional Hubs will offer to Department of the Air Force scientists & engineers.

4.10.7. The Contractor shall coordinate the production of Regional Hub communication materials (e.g., briefings and informational brochures) to ensure consistent and branded messaging is relayed to internal and external stakeholders.

4.10.8. The Contractor shall facilitate collaborative planning sessions for executive team members and capture insights to ensure rapid implementation.

4.11. ORTA MANAGEMENT

4.11.1. The contractor shall provide comprehensive support across multiple domains, including specialized T2 consulting, data management, records administration, market analysis, and administrative coordination.

4.11.2. The contractor shall coordinate with legal offices to determine invention rights, patent implications, licensing considerations, commercial potential of patentable technologies, prepare approval packages and track agreements through the approval process.

4.11.3. The contractor shall maintain ongoing communication regarding all aspects of the ORTA T2 environment, assist with project management activities, coordinate staffing requirements, and provide regular updates and reports.

4.11.4. The contractor shall develop and negotiate various technology transfer mechanisms to support scientists and engineers and must be well-versed in the Department of Air Force regulations and Federal laws to create appropriate agreements.

4.11.5. The contractor shall analyze agreement reports to identify potential technology transfer opportunities for commercial and academic applications to include collecting and reviewing Department of Air Force patents and intellectual property to assess licensing or transfer possibilities.

4.11.6. The contractor shall collect, maintain, and report all technology transfer data elements and manage agreement records using the Defense Technology Transfer Information System (DTTIS) and other relevant systems.

4.11.7. The contractor shall conduct market research studies on developed technologies and prepare business case analyses to identify factors supporting transfer decisions.

5. GOVERNMENT FURNISHED FACILITIES AND INFORMATION

The Government will provide the following resources:

5.1. Facilities, Supplies and Support: Workspace will be provided for support personnel located at Dayton, Ohio and any other required Contractor support personnel located at government facilities. Office supplies, computer equipment and time, telephone, and reproduction facilities will be provided as required.

5.2. Information: Access to policy documents, texts, briefings, web sites, and databases related to the Small Business program will be provided. The Government will provide initial familiarization/orientation, standard operational procedures, and reasonable access to personnel and information as required.

6. GENERAL INFORMATION

6.1. Meeting Attendance: The Contractor shall support meetings, conferences, and workshops that occur at various sites in the Continental United States (CONUS).

6.2. Travel Requirements: Travel will be required to other Department of Defense (DOD) facilities, contractor facilities and conferences within the CONUS. Contractor personnel will provide as much advanced notice as possible of planned travel, to include purpose, agenda, and any specific support required of the Government. Travel must be pre-approved by the requesting agency, in accordance with the Joint Travel Regulation (JTR).

6.3. Place of Performance: Performance shall be accomplished at the Government facilities on Wright Patterson AFB, OH. In the event the contractor must provide facilities, supplies and/or support, the government shall reimburse the contractor for the facility space, support, and supplies as an additional cost. Billing shall be submitted as needed and IAW government billing standards for contractor-provided facilities, supplies or support.

6.4. Hours of Work: Contractor personnel shall conform to the normal operation hours of the SP and DAF/T3 Program Office with core hours of 8am – 4pm (Core Hours 9am -3pm)..

6.5. Period of Performance: 12-month base year with 5 option years.

6.5.1. Base Year: 27 Sep 2025 – 26 Sep 2026

6.5.2. Option Year 1: 27 Sep 2026 – 26 Sep 2027

6.5.3. Option Year 2: 27 Sep 2027 – 26 Sep 2028

6.5.4. Option Year 3: 27 Sep 2028 – 26 Sep 2029

6.5.5. Option Year 4: 27 Sep 2029 – 26 Sep 2030

6.5.6. Option Year 5: 27 Sep 2030 – 26 Sep 2031

6.6. Contract Type: Time and Materials.

6.7. Performance of Services during Crisis Declared by the National Command Authority or Overseas Combatant Commanders: The services described in this contract are not considered to be essential during crises.

6.8. Security Classification: Contractor personnel performing work under this contract shall require a National Agency Check with Inquiries (NACI) background investigation or higher if an FCL is required.

7. DELIVERABLES

Report Type Format Frequency Qty Due Date Recipient(s)

Monthly Status Report Electronic Monthly 12 1st business day of month COR, AFRL/SP

ORTA T2

Report Electronic Monthly 12 1st business day of month DAF/T3 Director

DAF/T3

Annual Report Electronic Annual 1 June DAF/T3 Director

DAF/T3

Rapid Process Improvement Report

Electronic Annual 1 April DAF/T3 Director