SP4701-23-R-0010 - Amendment 0001 Conformed Changes.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE 17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF.

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 3/2005)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITON IS

UNRESTRICTED OR

NAICS:

SIZE STANDARD:

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

OFFER

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SERVICE-DISABLED VETERAN-

OWNED SMALL BUSINESS

EMERGING SMALL

BUSINESS

8(A)

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

SP4701-23-R-0010

DATE

2/6/2023

Eugene Marrone, Eugene.Marrone@dla.mil 267-858-0990

SP4701

DLA Contracting Services Office Philadelphia DCSO-P, Bldg 26S-1-8018 700 Robbins Ave.

Philadelphia, PA 19111

✔ 100

Net 30 Days

See Block 9

✔ 1

3/8/2023 5:00PM EST

STANDARD FORM 1449 (REV. 3/2005) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

SECTION 1: SCHEDULE OF SUPPLIES/SERVICES

Period of Performance:

The period of performance (PoP) is a 12-month base period, four (4) 12-month option periods and one (1) 1-month option transition period. The Government will also include an additional 6-month optional CLIN under the terms of FAR 52.217-8 Option to Extend Services (Nov 1999).

The intention of adding a 6-month optional CLIN under the terms of 52.217-8 is to continue any services that are part of Option Period 4.

Base Period: July 23, 2023 - July 22, 2024

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 12 MO

Base Period Travel Time & Materials

1 UN

Not-To-Exceed

(NTE)

$20,518.00

BASE PERIOD TOTAL PRICE

Option Period 1: July 23, 2024 - July 22, 2025

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 12 MO

Option Period 1 Travel Time & Materials 1 UN NTE $20,930.00

OPTION PERIOD 1 TOTAL PRICE

Option Period 2: July 23, 2025 - July 22, 2026

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 12 MO

Option Period 2 Travel Time & Materials 1 UN NTE $21,348.00

OPTION PERIOD 2 TOTAL PRICE

Option Period 3: July 23, 2026 - July 22, 2027

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 12 MO

SP4701-23-R-0010 Page 3 of 81

Option Period 3 Travel Time & Materials 1 UN NTE $21,775.00

OPTION PERIOD 3 TOTAL PRICE

Option Period 4: July 23, 2027 - July 22, 2028

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 12 MO

Option Period 4 Travel Time & Materials 1 UN NTE $22,210.00

OPTION PERIOD 4 TOTAL PRICE

Transitional Option Period: 1-Month

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 1 MO

TRANSITIONAL OPTION TOTAL PRICE

IMPORTANT NOTE FOR CLINS BELOW: OFFERORS SHALL PROPOSE THE SAME

RATES AS PROPSED IN OPTION PERIOD 4 ABOVE BUT PRORATED FOR A 6 MONTH

PERIOD OF PERFORMANCE TO COMPLY WITH CLAUSE 52.217-8. ANY CHANGE IN

RATES FROM OPTION PERIOD 4 WILL MAKE THE OFFERORS PROPOSAL

UNACCEPTABLE.

THE INTENTION OF THE 52.217-8 IS TO CONTINUE ANY SERVICES THAT ARE PART

OF THE CURRENT PERIOD.

FAR 52.217-8 Option Period: July 23, 2028 - January 23, 2029

CLIN DESCRIPTION QTY UNIT UNIT PRICE TOTAL PRICE

PMO Support Firm-Fixed Price 6 MO

FAR 52.217-8

Option Period Travel Time & Materials 1 UN NTE $11,500.00

FAR 52.217-8 OPTION PERIOD TOTAL PRICE

SP4701-23-R-0010 Page 4 of 81

SECTION 2: PERFORMANCE WORK STATEMENT

BACKGROUND

The Defense Logistics Agency (DLA) is the Department of Defense’s (DoD’s) largest logistics combat support agency, providing worldwide logistics support in both peacetime and wartime to the military services as well as several civilian agencies and foreign countries.

This Performance Work Statement (PWS) consists of support for the DLA Advanced Technology Development R&D Program

The DLA Advanced Technology Development R&D Program (DLA R&D) supports the full spectrum DLA mission. It is organized around strategic focus areas funded through two program elements: 1) Logistics Research and Development Technology Demonstration (Log R&D), and 2) DLA Manufacturing Technology (MANTECH) Program. The Log R&D program element is focused on internal DLA business processes and systems while the MANTECH program element is focused on improving the Defense Industrial Base.

The R&D program supports DLA’s six major subordinate commands: DLA Troop Support;

DLA Energy; DLA Land and Maritime; DLA Aviation; DLA Disposition; and DLA Distribution and the Defense Logistics Information Service.

Additionally, the DLA R&D program executes the Small Business Innovation Program (SBIP) element, which consists of Small Business Innovative Research (SBIR), Small Business Technology Transfer (STTR), and the Rapid Innovation Fund (RIF), program elements, that execute contracts with innovative small businesses to perform research and development work for DLA and DoD.

SCOPE

This PWS supports the R&D program’s efforts associated with sound program management through standard and repeatable processes (SRP). The SRP is a set of procedures and processes, including links to external process requirements, such as those associated with information technology, contracting, and budgets that are required to efficiently and effectively manage a DoD R&D program. In general, the SRP follows the guidelines established by the Defense Acquisition University (DAU) guidance for R&D program management and the Project Management Institute “Project Management Body of Knowledge”.

This project will build on previously developed, implemented and maintained R&D procedures, processes and IT capability, including Microsoft Office 365, and Microsoft SharePoint. Changes, if any, to the associated SRP, will be managed through a change

SP4701-23-R-0010 Page 5 of 81 control process that maintains traceability from the established baseline to the revised procedure/process.

The contractor will provide technical analysis and documentation to support DLA R&D Program participation in the DoD-wide ManTech Program led by the Joint Directors of Manufacturing Technology Programs (JDMTP), of which the DLA R&D Chief is a principal member, and DLA’s participation in the Government-wide SBIR Program, including:

Work with DLA R&D personnel on the ongoing implementation and use of standard and repeatable management processes such as project documentation and approval, financial tracking, and contract action tracking.

Use DLA collaboration tools (eg. MS Share Point, Teams) and the J68 ESA Knowledge Management (KM) site to support sustainment of standard and repeatable management processes.

Support the DLA R&D Director in the development and dissemination of outreach and communication materials related to the DLA R&D program.

The Task Area descriptions follow and require dedicated resources to support each:

TASK 1 – Overall Contract Management

1. The contractor shall develop and submit a Contract Management Plan (CMP), which also includes the Plan of Action and Milestones (POA&M) and the Quality Management Control Plan (QMCP), all due within 30 days of contract award. The CMP describes how the contractor will manage the overall contract tasks and deliverables for the period of performance of the contract. The POA&M includes current tasks, activities, deliverables, and timeline for the overall project. The QMCP is a plan that documents how the contractor will maintain quality and address any issues that may arise throughout the period of performance. The contractor shall coordinate the CMP, including the POA&M and QMCP, with the R&D Government Contracting Officer’s Representative (COR) for review and approval.

2. The contractor shall maintain the POA&M and submit quarterly updates to the COR to show progress, accomplishments towards meeting the overall performance schedule.

3. The contractor shall submit a Monthly Status Report (MSR), which documents overall contract progress to date for all tasks, identifying any issues; listing milestones achieved, and milestones scheduled for the next month; status of all active CAC personnel including travel; the contract funds status report which shows financial status of obligated funds by task, spend plan, invoices submitted, disbursements received, and funds balance. The MSR is due within 30 days of contract award and due monthly thereafter. The format of the MSR shall be submitted as part of the CMP for review.

4. The contractor shall identify and prioritize potential risks in coordination with COR and develop risk management strategies, as appropriate. The contractor shall routinely monitor risk management strategies to prevent adverse effects to cost, schedule, and performance. The contractor shall submit the Non-disclosure

SP4701-23-R-0010 Page 6 of 81 agreement/Conflict of Interest Statement for all personnel, which has been provided with the solicitation as Attachment 5, and is due at contract award to the COR before personnel begin working. A Non-disclosure agreement/Conflict of Interest Statement is required for any replacement all personnel throughout the contract’s period of performance.

Task Deliverables:

Contract Management Plan (CMP) Due: 30 business days after contract award

Plan of Action and Milestones (POA&M) Due: 30 business days after contract award, updates due quarterly

Quality Management Control Plan (QMCP) Due: 30 business days after contract award

Monthly Status Report (MSR) Due: 30 business days after contract award and due on the 5th of month thereafter

Contract Funds Status Report Due: Monthly with MSR

Non-disclosure agreement/Conflict of Interest Statement for Non-Key Personnel Due: At contract award and as required

TASK 2 - R&D PMO Office Support

Strategic Communication and Outreach

1. The contractor shall assist with the dissemination of R&D information to the DLA stakeholders, to include R&D project information, The DLA stakeholders include J- 3 (Logistics Operations), J-6 (Information Operations), J-7 (Acquisition), J-8 (Finance), and all DLA Major Subordinate Commands (MSCs).

2. The contactor shall attend JDMTP monthly meetings and semiannual R&D program office meetings, briefings, and DMC presentations of DLA Supply Chain participation and results from DLA R&D efforts.

3. Assist with Theme, article/input assignments, collection and assembly;

coordination/clearance to publish via J6 Public Affairs Office (PAO).

4. Develop social media plan to coordinate posts with DLA PAO for DLA Social Media mediums

5. The contractor shall assist with developing overarching marketing/public relations plans and assist in the development of program marketing and educational products, as required.

6. The contractor shall gather requirements, analyze, and recommend implementation of data input forms and web reports.

7. DLA R&D presence on DLA website (internal and external) by maintaining sites with R&D information

SP4701-23-R-0010 Page 7 of 81

8. The contractor shall conduct research, prepare statistical reports, and consolidate and distribute information requests.

9. Post to KM Portal Events Calendar and/or Events library; keep supporting documentation updated and key stakeholders informed

10. Support DLA participation and input to OSD in preparation for conference

Organization Documentation (e.g. marketing, public relations, schedules, analysis) Strategic Communications Plan Social Media Plan ManTech Awards ManTech Brochure R&D Update Congressional Staffer Briefing DLA R&D Marketing Products (e.g. LOE Brochure, One-Pagers, Quarterly metrics on Strategic Communications) Due: As required

Strategic Partnerships and Engagements

1. The contractor shall assist in supporting R&D staff with external and internal outreach to Academic, Industry, and WOG partners to facilitate functional and technical project and process development

2. The contractor shall assist and support DLA R&D Program Managers with outreach activities, including knowledge sharing events, on and offsite activities

3. Develop partnership strategic plan to formulate strategy to support R&D existing partnership and expansion

4. Collaborate with internal and external teams to support outreach activities to include Industry Collider Day, targeting Industry days, and DLA sponsored events

5. Collaborate with DLA Corporate Events to support outreach activities to include Conferences, Trainings etc.

6. Conduct research and analysis on trending topics and issues to broaden aperture of partnership activities

7. Develop metrics and reports to determine trends in partnership growth activities

8. Promote Joint partnerships in coordination with OSD and other Government organizations

9. Develop materials to support engagement activities in coordination with DLA J7

Strategic engagement teams

10. Attend Meetings, Develop Papers, Briefs, Data Calls, etc. for recurring/scheduled as required for executive leadership and stakeholder engagements

Task Deliverables:

Strategic Partnership Blueprint Monthly Metrics on Partnerships Outreach activities Organization Documentation (e.g. marketing, public relations, schedules, analysis)

Management Process Assessment and Improvement

SP4701-23-R-0010 Page 8 of 81

1. The contractor will review R&D project formulation and execution operations, how the PMO manages, is organizationally structured, its mission and functions, and propose process improvements to the overall operation of the R&D office to include documentation of processes in Standard Operating Procedures (SOP), and other process documentation such as related Process Flow charts and data dictionaries.

2. The contractor will assist the Government with recommending management approaches to improve overall R&D Program performance (budget execution, project transition, metrics); and operational improvements to R&D management and governance processes.

3. The contractor will assist the PMO in developing and maintaining performance reporting for the completed projects by compiling the Technical Program Manager’s post-completion assessments.

4. The contractor shall consolidate program manager weekly updates in the Weekly Activity Summary (WAS) format.

Technical Program Assessment and Improvement Support

1. The contractor shall apply specialized knowledge of R&D management, DLA processes, Log R&D and the MANTECH and Small Business Innovation Program (SBIP) programs. These tasks provide technical analysis and supporting materials to the HQ R&D Program Management Office (PMO) including the following:

a) The contractor shall assist in the preparation of documents such as project charters, project technical and financial review plans, stakeholder updates, risk management documentation, transition plans, and briefings.

b) The contractor shall assist in the planning of technical and management meetings by reviewing respective stakeholder schedules for availability to reserve appropriate date, time on calendars and communicate to all; draft meeting agendas or related presentation materials; and draft meeting actions or minutes, distribute to attendees to record meeting outcome.

c) The contractor shall provide technical information to support analysis of R&D operational policy recommendations and operational processes. This tasking requires that the contractor shall have and maintain a high degree of understanding of state-of-the-art manufacturing technologies, technology transfer, and SBIR/STTR commercialization.

Task Deliverables:

Presentation Material, activity reports and analyses of the technical program Due: As required

Acquisition Planning and Management Support

1. The contractor shall assist with tracking the progress of open and planned contract actions listed in the Contract Action Tracking System (CATS) within the J68 ESA SharePoint site. CATS captures and maintains the status of each contract action from requirement initiation to the award of the contract and/or contract modification. The

SP4701-23-R-0010 Page 9 of 81 contractor will identify improvements and enhancements to CATS the improve its utility in achieving PMO objectives. The contractor will develop and implement minor technical changes to CATS capabilities as needed maintain baseline capabilities.

2. The contractor shall assist with uploading contract management related materials (Broad Agency Announcement ((BAA)) documents and Responses to Requests for information (RFIs), White Papers, Proposals; Policy and Guidance documents (e.g.

Time To Award Timelines), within the J68 ESA SharePoint site Contract Management page.

Task Deliverables:

Acquisition Planning Presentation material – Due: As required CATS and BAA activity reports – Due: Monthly CATS and BAA analyses and statistics – Due: Quarterly

TASK 3 – Financial Business Process, Execution, and Reporting Support

Financial Business Process Support for the PMO with the following activities:

1. The contractor shall assist in developing/maintaining standard operating procedures (SOPs) and other process documentation such as related Process Flow charts and data dictionaries, for DLA’s R&D Planning, Programming, Budget, and Execution (PPB&E) Processes.

2. The contractor shall utilize task flow and workflow analysis to assist in developing cohesive and streamlined processes for the PPB&E activities that will maximize use of DLA’s Information Systems DLA Enterprise Business System (EBS) and other internal DLA processes.

3. The contractor shall identify and evaluate technical approaches/tools, e.g.

databases, spreadsheets, etc. that facilitate integration among the varied financial data capture and reporting information systems and Defense Agencies (e.g. EBS, Defense Finance Accounting Service (DFAS), Defense Contract Management Agency (DCMA)) that provide better visibility, reporting and management of the R&D financial resources. The contractor will prepare documentation needed to obtain, as appropriate, correct, or improve these capabilities. Working with DLA internal (e.g. J8 and J6) and external organizations (e.g. DFAS, DCMA), the contractor shall support the PMO in obtaining and implementing the required capability.

4. The contractor shall support the PMO by conducting periodic assessments of the efficiency and effectiveness of the Budget Execution Processes, and recommending improvements based on these analyses. As changes are made, the contractor will update the PPB&E Process documentation.

5. The contractor shall assist the PMO in modifying inputs to and reporting of data within DoD Information Systems to support DLA R&D Finance/Acquisition processes. Developed financial processes shall organize input data to minimize duplicative entry and enable integrated reporting of financial information.

6. The contractor shall participate in specialized training requirements and obtain appropriate security clearances to maintain proficiency and access to DoD

SP4701-23-R-0010 Page 10 of 81

Information Systems including Wide Area Work Flow (WAWF)/Electronic Data Access (EDA)/Mechanization of Contract Administration Services (MOCAS)/Invoicing Receipt Acceptance and Property Transfer (IRAPT) and DLA’s Enterprise Business System (EBS).

Financial Business Process Execution and Reporting

1. The contractor shall assist in the preparation of the financial reports and documentation on day-to-day control and management of formulation, execution, and/or analysis of the budget and funding requirements.

2. The contractor shall develop and/or update Financial Management briefing materials based on templates, data and guidance provided by the R&D PMO.

3. The contractor shall assist in the preparation of documents that summarize funding requests from R&D stakeholders related to budgeting and financial related information.

4. The contractor shall assist in maintaining documentation recording financial transactions for budget execution and planning.

5. The contractor shall assist by maintaining DLA R&D program’s planning and budget execution data (e.g. obligations/expenditures) to analyze DLA R&D program’s budget execution against Office of the Under Secretary Defense (Comptroller) (OUSD)(C) budget execution benchmarks.

6. The contractor shall assist by reconciling R&D technical performing contractors’ invoices using DoD Information Systems (e.g. WAWF/EDA/IRAPT) to obtain evidential matter to clear accounts payables in DLA’s EBS.

7. The Contractor shall utilize budget execution data to assist in submitting financial related data calls (e.g. National Science Foundation, OUSD(C) Mid-Year).

8. The contractor shall utilize DLA Information Systems (e.g. Systems, Applications, and Products (SAP), EBS, SharePoint Online/Office 365) to provide budgeting/funding support (e.g. Funds Reservation, Military Interdepartmental Purchase Requests (MIPR), Direct Funds Citation Letter (DFCL), and analysis of financial execution data).

9. The contractor shall participate in specialized training and security requirements to maintain proficiency and access to DoD Information Systems (e.g.

WAWF/EDA/IRAPT, EBS).

10. Financial Execution captures the planned and actual obligations and planned and actual disbursements of R&D funding. The contractor will identify improvements and enhancements to the Financial Execution processes in the KM Portal the improve its utility in achieving PMO objectives. The contractor will develop and implement minor technical changes to the KM Portal as needed maintain baseline capabilities.

Task Deliverables:

Completed funding execution documentation Financial Management Briefing materials Due: As required

SP4701-23-R-0010 Page 11 of 81

TASK 4–Strategic Planning and Outyear Resources/Program Budget Review (PBR)

1. The contractor shall assist in developing guidance for J68 R&D’s annual strategic planning processes and the related to PBR, including the Strategic Assessments (SA) and R&D Technical Program Proposal development which includes presentation material and the supporting Business Case Analysis (BCA).

2. The contractor shall assist with developing the format and related guidance for SA inputs by R&D program managers, and instructions for submissions through J68 ESA SharePoint site.

3. The contractor shall develop an SA/PBR annual plan and assist with monitoring PM submissions in accordance with timelines contained in the annual guidance documents.

4. Review SA inputs to assess compliance to guidance, identify any inconsistencies or questions regarding the technology relevancy, maturity and timing of making Logistics or Manufacturing Technology investments and reasonableness of estimated R&D investment costs.

5. The contractor shall assist with consolidating SA and PBR submissions in comprehensive slide presentation for formal out-brief to DLA stakeholders.

6. The contractor shall assist with the administration (planning and executing) the SA Out-brief event as determined by the R&D PMO leadership (Virtual, In-person, or Hybrid).

7. The contractor shall assist with the receipt and consolidation of PM SA and PBR submissions (slide presentation/BCAs/spreadsheet inputs) and ensuring data accurately collected in a master spreadsheet filed and maintained on the J68 ESA SharePoint site in the Planning page

8. The contractor shall assist in the consolidation, presentation preparation and review of PM PBR submissions (slide presentation/Business Case Analysis

(BCA))

9. The contractor shall assist in the development of J68 R&D’s comprehensive PBR proposal submission based on individual PM submissions and ensure a coherent requirements package meets J8 PBR guidance (slide presentation and BCA)

10. The contractor will identify improvements and enhancements to the Strategic Planning and PPBS processes in the J68 KM Portal and recommend improvements to its utility in achieving PMO objectives. The contractor will develop and implement minor technical changes to the KM Portal as needed maintain baseline capabilities.

Draft Strategic Planning Documentation Proposed guidance documentation, including two FY schedule for the SA and PBR Proposed Presentation Material for the SA and PBR (e.g. MS spreadsheets, slides) Draft Consolidated BCA Due: As required

SP4701-23-R-0010 Page 12 of 81

TASK 5 – Audit Sustainment

1. The contractor shall monitor and report needed updates required for all Standard Operating Procedures (SOP) documentation related to the R&D Program’s planning and financial execution processes. This documentation shall be stored on both the R&D program’s KM Portal on SharePoint Online (SPO)/Microsoft Office 365, as well as the Agency’s Audit Readiness or Records Management site, which is known as Documented Automated Content Services-Records Management (DACS-RM), as needed or required.

2. The contractor shall recommend changes to SOP documents as needed to comply with changed or new audit readiness requirements.

3. The contractor shall prepare the most current SOP packages and assist with the placement of the SOPs on the relevant DLA/DOD document management systems.

Task Deliverables:

Draft SOPs and SOP changes Draft related Process Flow charts Draft related Data Dictionaries Draft Responses to Audit Requests Due: As required

TASK 6 – Records Management (RM)

1. The DLA RM Policy requires the R&D Office to use DACS-RM to comply with DLAI 5015.01, DTM 15-13, and DLAM 5015.01 Volume 1 and 2. The RM policy requires specific R&D related documents to be filed, indexed and archived.

2. The contractor shall collect, assemble, index, scan and electronically file documents covered by the Records Management Policy, including moving those records from the R&D KM Portal (O365 site) to DACS-RM.

3. The contractor shall assist the Government by draft the responses to audit requests and upload documentation using the Response Center (RC) Tool.

4. The contractor shall update status of any RM policy and audit requests in the

MSR.

Task Deliverables:

RD RM File Plan Due: As required

TASK 7 - Knowledge Management Portal Sustainment

1. R&D Financial Process Integration and Maintenance - The current R&D process includes use of an R&D Knowledge Management (KM) Portal for funds management. The KM portal is a Microsoft Sharepoint collaboration site hosted on DLA Enterprise Infrastructure (Microsoft Sharepoint Online ((SPO)) Office 365 cloud environment.

SP4701-23-R-0010 Page 13 of 81

2. The contractor shall assist with identifying opportunities to integrate financial processes across the Financial Management function to minimize manual data entries on the existing R&D KM Portal (Microsoft SharePoint Online).

3. The contractor shall assist with refining existing financial reports and implementation of new reports to support greater visibility, transparency, and availability of financial and program information Monthly Status Reports (MSR) as follows:

a. The contractor shall document ongoing KM maintenance and user assistance activities.

b. The contractor shall report discrepancies identified in/among each of the existing KM portal major modules:

4. Monthly Obligation Plans (MOPS)—the time-phased plan of amounts to be awarded on contract actions,

5. Contract Action Tracking System (CATS) – the status of each contract action from initiation of the requirement to award of the contract, and

6. Financial Execution – the planned and actual obligations and disbursements of R&D funding.

7. KM Portal Performance Monitoring - The contractor shall provide ongoing KM Portal Tool Monitoring, Improvement and Support to sustain the overall capability. The contractor shall monitor the KM Portal for issues impacting functionality and day-to-day use, and through a KM Portal Quarterly Discrepancy Report (QDR), submitted quarterly, the contractor shall identify issues, proposed fixes and improvements, including end-user feedback, and the contractor shall recommend priority of fixes and improvements to be accomplished over the period of performance to the COR.

8. The KM Portal QDR shall identify data integration opportunities that leverage the KM Portal tool in order to provide users with the tools they need to effectively manage and share information, automate business processes, collaborate, and interact with others

9. The KM Portal QDR shall include status of KM Governance procedures, maintenance actions, and Compliance monitoring actions including Document Management, Auditability and Standard Operating Procedure maintenance.

10. The contractor shall assist with maintaining R&D KM portal technical functionality on the SharePoint Online/Office 365 site and support planned transition to SharePoint Online (SPO). Current baseline functionality is primarily associated with financial management tracking, contracting actions, and related document management. The contractor will assist with monitoring the KM Portal daily operations (e.g. technical data links, and existing SharePoint lists) and fixing any problems that degrade site functionality and assist users with site access, funds request forms, CATS actions, uploading programmatic documentation (e.g. such as project charter in a funds request form) or issues. Efforts include minor functionality improvements within the current KM portal if needed.

11. The contractor shall assist (by reviewing site landing page, lists, workflows, libraries and content for accuracy; help users access new site) with post-transition following SPO migration efforts and document any problems identified that impact the KM portal

SP4701-23-R-0010 Page 14 of 81 operations, including correcting minor problems identified within the current KM portal capability.

12. The contractor shall document all changes needed in the KM Portal QDR.

13. The contractor shall assist by completing the documentation required for KM Portal Issue Submissions and submitting a request to the DLA Single Point of Entry (SPOE) site in order for request to be routed for action to the J6 SharePoint Online Administrator to correct site issues (e.g. errors with site landing page, lists, workflow, libraries and content, or user access).

14. The contractor shall track any request to the SPOE and update status in the MSR.

Task Deliverables:

KM Portal Quarterly Discrepancy Report Due: Quarterly

Transition Phase Out

1. Transition Plan and Schedule

It is anticipated that up to a 30-day transitioning out period will be required should a follow-on requirement to the resultant contract be issued to other than the incumbent (awardee of this contract). This area covers the potential Transition Phase Out requirements that may be needed during the performance period. It is anticipated that Transition Phase Out requirements may be exercised at the end of any period of performance if Transition Phase Out is required. The Transition Period will be exercised in lieu of, not concurrent with, other performance periods.

a. The Contractor shall submit a transition plan 14-days after notification (letter of intent) is received from the Contracting Officer and maintain the plan and schedule for transitioning out of the contract, including training requirements to execute transfer of knowledge and documentation to both the Government Program Management Office and follow-on awardee contract staff. This plan and schedule shall describe the transition of all services and documentation described in this PWS from the incumbent Contractor to the new Contractor’s control.

2. Transition Plan Implementation Upon invoking the transition phase out option, the Contractor shall execute the approved Transition Plan developed for transitioning this effort to a new source at the end of the contract PoP. The Government will notify the contractor via letter of intent 30-days prior to executing the Transition Option. During the transition phase, the Contractor shall assist the Government in the orderly transition of the services described in this PWS, and continue these activities as described above. The Contractor shall provide resources to handle the transitioning of knowledge transfer, documentation, and services to include able, ready, and appropriate assistance to the new Contractor. To the extent that the Contractor's performance will be evaluated and recorded in DOD's Contractor Performance Assessment Reporting System (CPARS) System, this transition function

SP4701-23-R-0010 Page 15 of 81 should be viewed as vital to the successful conclusion of the Contractor's performance of the task. During the transition phase, the Contractor shall provide weekly transition progress reports. Prepare a weekly status report documenting progress against the plan.

Task Deliverables:

Transition Plan and Schedule Due: 14 business days after notification is received from the Contracting Officer

Transition Progress Reports Due: Weekly (during transition phase only)

1. Deliverables

Task # Deliverable

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly) 1 Contract

Management Plan

(CMP)

30 business days after contract award

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

30 business days after contract award

Plan of Action and Milestones

(POA&M)

30 business days after contract award, updates due quarterly

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

30 business days after contract award and quarterly

1 Quality Management and Control Plan

(QMCP)

30 business days after contract award

100% COR

Inspection

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

30 business days after contract award

SP4701-23-R-0010 Page 16 of 81

Task # Deliverable

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly)

Monthly Status Report Includes Contract Funds Status Report

30 business days after contract award and due on the 5th of the month

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

Monthly

1 Contract Funds Status Report

30 business days after contract award and due on the 5th of the month

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

Monthly

Non-disclosure agreement/Conflict of Interest Statement for Non- Key Personnel

At contract award and as required

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

At contract award and as required

2 Strategic Communication Plan Documents and Presentational Material

60 days after contract award and

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

Organization Documentation (e.g. marketing, public relations, schedules, analysis)

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

SP4701-23-R-0010 Page 17 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly) 2 Social Media Plan As required 100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 ManTech Awards As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 ManTech Brochure

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 DLA R&D

ManTech Update

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Congressional Staffer Brief

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

SP4701-23-R-0010 Page 18 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly)

2 DLA R&D

Marketing Products (e.g. LOE Brochure, One- Pagers)

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Metrics on Strategic Communications)

Quarterly 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Presentation Material, activity reports and analyses of the technical program

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Strategic Partnership Blueprint

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Metrics on Partnership Outreach Activities

Monthly 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

SP4701-23-R-0010 Page 19 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly) 2 Organization

Documentation (e.g. marketing, public relations, schedules, analysis)

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 Acquisition Planning Presentation Material

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 CATS and BAA activity reports

Monthly 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

2 CATS and BAA analysis, statistics

Quarterly 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

Completed funding execution documentation

As Required

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

SP4701-23-R-0010 Page 20 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly)

Financial Management Briefing materials

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

4 Draft Strategic Planning Documentation

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

4 Proposed guidance documentation, including two FY schedule for the SA and PBR

As required on annual PBR cycle

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

4 Proposed Presentation Material for the SA and PBR

As required on annual PBR cycle

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

4 Draft Consolidated

BCA

As required on annual PBR cycle

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

SP4701-23-R-0010 Page 21 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly)

Draft SOPs and SOP changes

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

5 Completed SOPs, and related Process Flow charts and Data Dictionaries

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

Draft Responses to Audit Requests

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance

R&D RM File Plan

As required 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

Task 7 KM Portal Quality Discrepancy Report

Quarterly 100% COR Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

Quarterly

SP4701-23-R-0010 Page 22 of 81

Deliverable Due Date

Surveillance Method and Performance

Standards

Incentive

Surveillance Schedule (Daily, Weekly, Monthly, Quarterly) Transition Transition Plan and Schedule 14business days after notification is received from the Contracting Officer

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance Requirements

As required

Transition Transition Progress Reports

Weekly (during transition phase only)

100% COR

Inspection

Performance Standards (see Section 6)

Timeliness and quality ratings to be assigned pursuant to Section 6 Performance

Weekly

2. Travel

The contractor may be required by the government to perform CONUS travel in performance of the resulting contract. Travel in support of a contract will be performed on a Time and Materials basis. Travel reimbursement will be in accordance with the FAR 31.205-46. When required, the most reasonable means of ground transportation (i.e., taxi, bus, car rental) shall also be used. All contractor travel must be pre-approved by the contract Contracting Officer Representative (COR) prior to travel. Following COR conditional approval, the contractor shall prepare a travel estimate in accordance with FAR 31.205-46 and submit the estimate via email to the COR for final approval. On occasion, short duration (1-5 days) site visits may be required as authorized by the Government. All travel related expenses (per diem, airfare, transportation etc.) will be reimbursed to the Contractor in accordance with FAR 31.205-46. The Contractor is required to submit travel receipts for reimbursement as outlined by the FAR 31.205-46.

Contractor shall submit copies of expense reports and receipts with monthly invoices for payment. Upon completion of the travel, Contractors will provide a written trip report in Word format to the COR as supporting documentation to validate the reimbursable costs.

The Government anticipates that performance of this order may require travel as estimated below. Travel shall be on a Time and Materials basis. All travel, except local travel in the Washington DC Metropolitan area, shall be approved in advance in

SP4701-23-R-0010 Page 23 of 81 writing, to include email, fax, etc., by the COR. A Travel CLINs with a not to exceed amount of $24,950.41 in the base period will be used for invoicing and payment for travel, but the Contractor must submit a proper travel estimate to the COR for approval prior to all travel. Any travel not pre-approved is solely at the risk of the contractor. Travel within the Washington DC Metropolitan Area will be accomplished at no additional cost to the Government and is not directly reimbursable.

Destination Location

Annual Estimated Number of

Trips

Annual Estimated Number of

People

Estimated Number of Days per

Trip DLA Aviation Richmond VA 1 2 0 DLA Troop Support Staff Visit Philadelphia PA 1 2 1 DLA Land and Maritime Columbus, OH 1 2 2 Defense Manufacturing Conference Florida or Colorado 1 6 5

3. Quality Assurance Surveillance Plan (QASP)

In fulfillment of this effort, the Contractor shall provide the deliverables identified in this section.

All deliverables shall be submitted to the Contracting Officer’s Representative (COR) / Contracting Officer’s Technical Representative (COTR) for acceptance unless otherwise directed by the Government.

Unless otherwise specified, the Government will review draft deliverables and provide comments back to the contractor or approve or disapprove the deliverable(s). The contractor will have a maximum of ten (10) working days from the day comments are received to incorporate all changes and submit the final deliverable to the Government. All days identified are intended to be workdays unless otherwise specified.

The format for the individual deliverables will be determined through consultation between the COTR and the contractor. The QASP identifies the methods the government will use to measure performance of the service provider against the requirements and performance standards of the PWS. The QASP consists of guidelines for performance surveillance, evaluation, reporting, deficiency notification, and adjustments.

Performance Requirements Summary

The tasks the Contractor shall perform are defined in the PWS. All deliverables will be submitted to the COR/COTR for acceptance unless otherwise agreed upon.

The Government will make objective and subjective assessments of the contractor’s performance to determine whether contract performance is acceptable. The contractor is expected to perform all functions in a professional manner and prepare accurate and timely documentation. Progress will normally be tracked based on the milestone event when the contractor receives a specific

SP4701-23-R-0010 Page 24 of 81 tasking. Performance may vary with the complexity of the acquisition and/or technical document. It is expected that the documentation and procedures will comply with all major regulatory and process requirements and agency policies and procedures.

Method of Surveillance

The Government will ensure quality assurance and timeliness of all tasks via COR/COTR Inspections and Customer Feedback. The Government will inspect and evaluate performance of each completed task or deliverable required in the contract PWS.

Inspection and Acceptance Criteria

Final inspection and acceptance of all work performed, reports and other deliverables will be performed at the place of delivery by the COR/COTR. All deliverables will be inspected for content, completeness, accuracy, legibility and conformance to contract requirements by the

COR/COTR.

If the Government finds that a draft or final deliverable contains spelling errors, grammatical errors, improper format, or otherwise does not conform to the requirements stated within the contract PWS, the document may be immediately rejected without further review and returned to the Contractor for correction and re-submission. If the Contractor requires additional Government guidance to produce an acceptable draft, the Contractor shall arrange a meeting with the

COR/COTR.

The basis for acceptance shall be compliance with the requirements set forth in this contract PWS, the Contractor's proposal and other terms and conditions of the contract. Deliverable items rejected shall be corrected in accordance with the applicable clauses. Reports and document deliverables will be accepted when all discrepancies, errors or other deficiencies identified in writing by the COR/COTR have been corrected to the Government’s satisfaction.

The Contractor shall provide electronic copies of deliverables.