16-R-5004_Attach_1_-_SAMPLE_TASK_ORDER2-25.docx

DLA Office of Operations Research and Resource Analysis (DORRA) Operations Research and Logistics Support Analysis Multi-Tasker Project

ATTACHMENT 1 SP4703-16-R-5004 SAMPLE TASK ORDER

Attachment 1: SAMPLE TASK AREA PERFORMANCE WORK STATEMENT The Vendor should not use this sample PWS to respond to the RFP; rather vendors should write the technical proposal around general CPI/LSS competencies and experience as described in the PWS.

2.3.1 Continuous Process Improvement/Lean Six Sigma Task Order

2.3.1.1 BACKGROUND

The deployment of CPI tools and methodology has been brought to the forefront of the overall Department of Defense environment through the efforts of the Office of the Secretary of Defense (OSD) CPI initiative. DLA has been engaged in CPI activities for several years and is now placing significant emphasis into using CPI to enhance worldwide operations in support of the war fighting customer.

DLA’s vision of deploying CPI is based on the use of existing knowledge capital, as well as using existing in-house experience in using Lean Six Sigma (LSS) and other CPI methods. The approach makes use of best practices for overall program leadership, process integration and process improvement practices.

2.3.1.2 SCOPE

This task order covers one Master Black Belt (MBB) and one Black Belt (BB). The MBB will provide project portfolio management and coaching to the BB on the task order. The BB will provide support in project execution as well as assistance at an organizational level in deploying CPI throughout Land and Maritime, to include building a community of practice and developing organic support where necessary. The vendor will be required to provide input and consultative services about best practices for deploying CPI as a process improvement tool at DLA Land and Maritime.

The vendor will focus on the following areas considered critical by the OSD CPI Program Office and shall take all necessary steps to complete the tasks delineated. The vendor shall be tasked to perform the following types of tasks:

Provide mentoring and project coaching to DLA BB candidates, enterprise project leaders, and DLA senior leaders.

Present Champion and Sponsor curricula to DLA senior managers as demand exists.

Assist senior managers to develop improvement Focus Area action plans.

Provide consultative support and best practice guidance on the deployment of CPI tools and methodologies across DLA.

Use DLA HQ CPI standard operating procedures, processes, templates, examples, checklists, tools, and policies.

Present Green Belt and Awareness training to DLA employees as required.

Facilitate CPI activities, including Rapid Improvement Events and projects; facilitation includes Just-in-Time training for team members.

Conduct Value Stream Mapping and Metrics Analysis as required to support CPI projects or events where the vendor is facilitating of providing candidate mentoring.

Ensure completion of project or event documentation according to DLA HQ CPI standards.

Ensure event documentation and deliverables are entered into DLA HQ standard tracking systems for each supported CPI project or event.

This contract is a "non-personal services contract" as defined in FAR 37.101. It is, therefore, understood and agreed that the vendor: (1) shall perform the services specified herein as independent vendors, not as employees of the government; (2) shall be responsible for their own management and administration of work required and bear sole responsibility for complying with any and all technical, schedule, or financial requirements or constraints attendant to the performance of this contract; (3) shall be free from supervision or control by any government employee with respect to the manner or method of performance of the services specified; but (4) shall, pursuant to the government's right and obligation to inspect, accept, or reject the work, comply with such general direction of the Contracting Officer, or the duly authorized representative of the Contracting Officer, as is necessary to ensure accomplishment of the contract requirements.

2.3.1.3 CURRENT INCUBENT INFORMATION

XYZ Corporation Contract # SP470x-08-A-0001 Task order 0001 Period of Performance: October 1, 2011 – December 31, 2011 Type of Contract: Firm Fixed Price Total Dollars: $44,000.00

2.3.1.4 SPECIFIC TASKS

The vendor will be required to perform tasks such as the following:

2.3.1.4.1 Provide mentoring and project coaching to DLA Land and Maritime employees for improvement projects.

2.3.1.4.2 Present Champion and Sponsor curriculum to DLA Land and Maritime leadership as demand exists.

2.3.1.4.3 Provide consultative support and best practice guidance on the deployment of CPI tools and methodologies across DLA Land and Maritime and its field sites.

2.3.1.4.4 Assist in the development of improvement Focus Area activity plans.

2.3.1.4.5 Use DLA HQ CPI standard operating procedures, processes, templates, examples, checklists, tools, and policies.

2.3.1.4.6 Complete DLA HQ Green Belt and Awareness Training as required.

2.3.1.4.7 Facilitate CPI events and projects, including Just-in-time training for team members.

2.3.1.4.8 Conduct Value Stream Mapping and Metrics Analysis as required in CPI projects or events where the vendor is facilitating of providing candidate mentoring.

2.3.1.4.9 Ensure completion of project or event documentation according to DLA HQ CPI standards.

2.3.1.4.10 Ensure event documentation and deliverables are entered into DLA HQ standard tracking systems for each supported CPI project or event.

2.3.1.5 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP)

In fulfillment of this effort, the vendor shall provide the deliverables identified in this section. All deliverables shall be submitted to the Contracting Officer’s Technical Representative (COTR) for acceptance unless otherwise agreed upon.

Unless otherwise specified, the Government will have a maximum of ten (10) working days from the day the draft deliverable is received to review the document, provide comments to the vendor, and approve or disapprove the deliverable(s). Unless otherwise specified, the vendor will have a maximum of five (5) working days from the day comments are received, to incorporate all changes and submit the final deliverable to the Government. All days identified above are intended to be workdays unless otherwise specified.

The format for the individual deliverables will be determined by applicable DoD or US AIR FORCE instruction or through consultation between the COTR and the vendor. Products that reflect the vendor’s analysis and opinion (i.e. studies, analyses, etc) may be in the vendor-preferred format. The COTR and the vendor will agree on products used to support US AIR FORCE decision making and governance processes upon government senior-level guidance.

The identified tasks the vendor shall perform include, but are not limited to, the following:

2.3.1.5.1 Performance Requirements Summary

The tasks the Vendor shall perform are defined in Section 2.3. All deliverables will be submitted to the COTR for acceptance unless otherwise agreed upon.

Additional information about the deliverables produced from the identified tasks is listed in Table 1. The standard set for all tasks is 100% Satisfactory Complete and 100% COTR Inspection is the surveillance method that will be utilized.

2.3.1.5.2 Method of Surveillance: The Government will ensure quality assurance of all tasks with 100% inspections performed by the COTR. During the inspections, the COTR will review for current task completion. More information about the method of surveillance can be found in Table 2.

2.3.1.5.3 Inspection and Acceptance Criteria: Final inspection and acceptance of all work, reports, and other deliverables will be performed at the place of delivery by the COTR.

2.3.1.5.4 Surveillance Schedule: The specified checks and measures will be completed on daily, weekly, and monthly schedules. Specific surveillance schedules for tasks are found in Table 2.

2.3.1.5.5 Evaluation Plan: Performance measurement progress will be tracked based on the milestone events of vendor receiving tasking from the COTR. Performance evaluation will be based on the complexity and completion of the tasking. The number of completed actions will be balanced against the quality of the output. The vendor is expected to produce documentation and procedures that comply with all major regulatory and process requirements and agency policies and procedures. Receipt and completion of tasking is tracked through email between the COTR and the vendor team lead.

2.3.1.5.5.1 General Acceptance Criteria: General quality measures, set forth below, will be applied to each work product received from the vendor under this Performance Work Statement (PWS).

Accuracy – Work products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

Clarity – Work products shall be clear and concise. Any/all diagrams shall be easy to understand and be relevant to the supporting narrative.

Consistency to Requirements – All work products must satisfy the requirements of this PWS.

File Editing – All text and diagrammatic files shall be editable by the Government.

Format – The vendor shall submit work products in hardcopy (where applicable) and in media as mutually agreed upon prior to submission. Hardcopy formats shall follow specified Directives or Manuals.

Timeliness – Work products shall be submitted on or before the due dates determined/specified between the COTR and Vendor or submitted in accordance with a later scheduled date determined by the Government.

2.3.1.5.5.2 Performance Goals/Acceptable Quality Level: The vendor is expected to meet the following goals:

1) 95% of all tasking/documents prepared contain only minor defects or rewrites.

2) 95% of all tasking/documents prepared are processed within the agreed upon timeframe or milestone(s).

3) No major complaints from customer(s).

2.3.1.5.5.3 Performance Review and Payments: Based on the general acceptance criteria and goals stated in Paragraphs 2.3.1.5.5.1 and 2.3.1.5.5.2, the Vendor will be given a monthly rating by the COTR of Good, Fair, Poor, or Unacceptable as follows below. Performance Payments will be applied based on these ratings.

Below are the Performance Standards that will be used in evaluating performance on a monthly basis and in determining the amount of the payment owed to the Vendor.

Performance standards and ratings are designed to determine if performance exceeds, meets, or does not meet a given metric and acceptable quality level. Note: The application of these performance ratings or failure of the Government to apply these performance ratings does not waive any of the Government’s rights to damages under this contract. The following ratings shall be used:

Good – Performance meets or exceeds contract requirements in terms of timeliness and quality. COR will make a determination to pay the contract 100% of the invoice amount.

Fair – Performance meets contract requirements with only minor issues and the issues do not adversely impact the mission of the Agency. Performance is satisfactory and has been timely. The COR will make a determination to pay the vendor 90% of the invoice amount.

Poor – Performance narrowly meets contract requirements and borders on unacceptability in terms of timeliness and/or quality or performance may have an adverse impact on the mission of the Agency. The COR will make a determination to pay the vendor 85% of the invoice amount.

Unacceptable – Performance has been at a less than acceptable level in terms of timeliness or quality. Possible issues include, but are not limited to: missed milestones, low quality documents requiring multiple reviews and rewrites, significant or serious complaints submitted by the customers, documents that do not comply with acquisition or policy regulations, or one or more cure notices have been issued. Payment will be withheld pending resolution of cure notice(s). Termination for default or cause may result.

The performance will be rated each month by the COTR and documented on a Monthly Status Report Certification form. These findings will be the basis for the amount paid for that month. The ratings, as described in the table above, will be based on the performance of the vendor on the timeliness and quality of the services provided using the rating scale for each criterion as shown below.

TIMELINESS

Note: A deliverable is either on time or not on time.

QUALITY

Performance below that specified as the acceptable quality level in Table 2 will result in review for Termination action.

2.3.1.6 DELIVERABLES & PERFORMANCE

Deliverables & Performance Requirement Summary Table. The Table below is a matrix table listing a summary of the performance objectives and performance thresholds required by the government as defined in Section 2.3.1.4 Specific Tasks.

TABLE 1: DELIVERABLES:

The table below (Table 1) identifies the Deliverables resulting from the above defined tasks:

10 April 2012 10 July 2012

10 April 2012 10 July 2012

20 April 2012 20 July 2012

1 May 2012 1 August 2012

TABLE 2: PERFORMANCE REQUIREMENTS:

The table below (Table 2) identifies the Performance Requirements resulting from the above defined tasks:

(Daily, Weekly, Monthly, Quarterly) Evaluation

100% COTR Inspection Acceptable QL – see Section 2.3.1.5.5.2

100% COTR Inspection Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

Additional short-term analysis tasks in PowerPoint presentation format

Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

Acceptable QL – see Section 2.3.1.5.5.2

2.3.1.6.1 Vendor Quality Control Plan (QCP):

The vendor shall submit a QCP within 10-business days of contract award to the COTR and Contracting Officer Representative. This plan shall describe the vendor’s methodology of compliance with the Deliverables and Performance Requirements Summary outlined above. The COTR will notify the vendor of concurrence or required modifications to the QCP within 10 business days of receipt. The vendor shall make appropriate modifications within 5-business days of the COTR’s notification and provide a revised QCP within 5-business days.

2.3.1.7 OTHER PERFORMANCE REQUIREMENTS

The vendor is responsible for determining the resources required to accomplish the tasks and deliverables that will meet the performance requirements. Expertise required: Resumes should be submitted for personnel who will be directly involved in the PWS Requirements and shall be skilled, experienced, professional, or technical personnel consistent with the requirements of this PWS and in accordance with the requirements of solicitation SP470x-08-Q-00xx, including all Amendments and Modifications.

2.3.1.7.1 Personnel Requirements: Personnel must have demonstrated depth and breadth of experience in analyzing and improving Air Force logistics systems, advanced technical and analytical capabilities with an emphasis on RBS and applied inventory theory, and an in-depth understanding of enterprise-level logistics. Vendor must have detailed knowledge of the Air Force leveling systems including COLT, PDL, Demand Level (DL), and RBL. Senior Consultant and Senior Business Analyst should have level of knowledge and experience in Visual Basic, MS Access, MS Excel, SPSS and FORTRAN to accomplish deliverables as specified in Section 2.3.

Range of hours for the personnel and required support is expected to be between 1,100 – 1,240 hours for a nine month period of performance.

Note: The hours listed for the labor categories are only approximations. Vendors are not restricted to this specific quantity in their proposals. It is ultimately Vendor’s responsibility to determine the appropriate labor mix to ensure successful performance.

Labor Categories anticipated for this Tasking are:

Partner/Principle (Key) Senior Consultant (Key) Senior Business Analyst (Key) Procedure for Replacement Personnel: Vendor shall send resumes of replacement key personnel to the Contracting Officer Representative (COR). If the COTR approves the resume, the COTR will advise the Contracting Officer for replacement action. If resume is not approved, the COR will notify the Vendor and provide reason(s) for the disapproval.

2.3.1.7.2 Restrictions on Employee Activity The distinct and separate nature of the Government-Vendor relationship must be maintained during the performance of this contract. The Vendor shall restrict its activities as follows:

A. Vendor employees shall conduct only business covered by this contract while on Government premises.

B. Vendor employees, while performing contract tasks, shall not solicit new business from the Government.

C. Vendor business cards, letterhead, stationary, email signatures and any other identifying products shall not in any way imply employment or legal affiliation with the U.S. Government, Department of Defense, US Air Force or any other Government component.

D. Neither the Vendor nor any Vendor employees shall use Government stationary or any form of representation of Government affiliation.

E. Neither the Vendor nor any Vendor employees shall in any way represent, either orally or in writing, that they are employees or agents of the Government or have any authority to act on the Government’s behalf, either orally or in writing.

2.3.1.7.3 Citizenship: Each employee shall be a citizen of the United States of America, or an alien who has been lawfully admitted for permanent residence, or who presents evidence from the United States Citizenship and Immigration Service (USCIS) that employment will not affect his immigration status.

2.3.1.7.4 Identification Badges: Every Vendor employee (including those of sub-contracts) is required to obtain an identification card badge (ID Card) prior to starting work on this contract. Lost or stolen Vendor employee badges must be reported to security. A replacement ID card will be issued.

2.3.1.7.5 Security Requirements: The work to be performed under this requirement is unclassified and no security clearance is required. However, all vendor personnel proposed to work on-site at a Government facility will be required to have IT-II or an active NACLC at time of proposal submission.

2.3.1.7.6 Vendor Interfaces: As part of the performance of this effort, the vendor may be required to work with other Government vendors. Other vendors shall not direct this vendor in any manner; conversely, this vendor shall not direct the work of other vendors in any manner.

2.3.1.7.7 Disclosure of Information: Information the Government makes available to the vendor for the purpose of performance or administration of this effort shall not be used in any other way without the written permission of the CO. The vendor agrees to assume responsibility for protecting the confidentiality of Government records that is not public information.

Each vendor or employee of the vendor to whom information may be made available or disclosed shall be notified in writing by the vendor that such information may be disclosed only for a purpose and to the extent authorized herein.

2.3.1.7.8 Limited Use of Data: Performance of this effort may require the vendor to access and use data that is propriety to a Government agency or Government vendor, which is of such a nature that its dissemination or use other than in performance of this effort would be adverse to the interests of the Government and/or others. Thus, vendor and vendor personnel shall not divulge or release data or information developed or obtained in performance of this effort until made public by the Government, except to authorize Government personnel or upon written approval of the CO. The vendor shall not use, disclose, or reproduce proprietary data that bears a restrictive legend, other that as required in the performance of this effort. Nothing herein shall preclude the use of any data independently acquired by the vendor without such limitations or prohibit an agreement at no cost to the Government between the vendor and the data owner which provides for greater rights to the vendor.

2.3.1.7.9 Payments for Unauthorized Work: No payments will be made for any unauthorized supplies and/or services or for any unauthorized changes to the work specified herein This includes any services performed by the vendor of their own volition or at the request of an individual other than a duly appointed CO. Only a duly appointed CO has the authority to change the specifications, terms, and conditions under this effort.

2.3.1.7.10 Vendor Employees: Vendor personnel shall present a neat appearance and be easily recognized as vendor employees by wearing a Security Identification Badge at all times while on Government premises. When vendor personnel attend meetings, answer phones, and work in other situations where their status is not obvious to third parties they must identify themselves as vendors to avoid creating the impression that they are Government employees.

2.3.1.7.11 Physical Security: The vendor shall be responsible for safeguarding all government property provided for vendor use. At the end of normal duty hours and/or after normal duty hours, the vendor must secure all government facilities, equipment, and materials.

2.3.1.7.12 Labor Reporting: Labor reporting will be monitored by the Program Manager and/or Contracting Officer’s Technical Representative.

2.3.1.7.13 Government Furnished Equipment: The Government shall furnish laptops, email accounts, security badges and Common Access Cards. Requests for additional GFE shall be submitted in writing to the COR through the PM/COTR.

2.3.1.8 TRAVEL: No Travel is required or anticipated for this requirement.

2.3.1.9 PLACE OF PERFORMANCE

The vendor shall perform 75% of work at Scott AFB, IL or any designated location directed by the COR or the COTR and 25% may be performed at the vendors facility. Permission to work at an alternate site must be approved in writing by the COTR and given to the COR to keep on file prior to working off-site. As needed, consultants may be allowed or requested to work from home or Vendor provided facilities using a government furnished laptop or a Vendor provided laptop as appropriate with approval of the COTR/COR. Records, files, and other related Government-provided information are located here primarily and the Government will provide sufficient space and automated tools to perform the required work.

2.3.1.9.1 Federal Holidays. The Vendor is not required to provide services on the ten Federal holidays observed at SCOTT AFB unless approved by the COTR. The following holidays are observed:

New Year's Day (January I), Martin Luther King's Birthday (Third Monday in January), President' Day (Third Monday in February, Memorial Day (last Monday in May), Independence Day (July 4), Labor Day (first Monday in September), Columbus Day (Second Monday in October), Veteran's Day (November 11), Thanksgiving Day (Fourth Thursday in November), Christmas Day (December 25th) When one of the above holidays falls on Sunday, the following Monday will be observed as a legal holiday. When the federal holiday falls on a Saturday, the preceding Friday is observed as the holiday.

2.3.1.9.2 Other days of Installation Closure. When the Installation Commander closes the installation for any reason, including but not limited to days of inclement weather, the Vendor will not be granted access to the installation on those days.

2.3.1.10 PERIOD OF PERFORMANCE

The Period of Performance (POP) shall be for a period of nine (9) months from date of award with an anticipated start date of 1 January 2012 through 30 September 2012.

2.3.1.10.1 Phase in/Out Orientation. The successful awardee shall provide phase in/out orientation if there is a change in vendor or if the operation reverts to the Department of Defense. Phase in/out orientation shall begin as soon as possible after new contract award or changeover is directed. During the phase in/out orientation period, the incumbent vendor shall be fully responsible for performance requirements and cooperate to the extent required to permit an orderly changeover to the successor. Weekly status reporting will be required of each vendor. Project lead will be kept informed of any problems or issues and their current status.

Should the contract be terminated for any reason, one (1) week after notification of termination the incumbent will submit for approval to the COTR a transition plan outlining how knowledge transfer from the incumbent to government and/or contract personnel will take place. This plan must, at a minimum, include details on:

How all procedures and operating processes will be communicated to the personnel taking over the duties.

Describe all documentation that will be turned over and described where it is maintained Include a timetable on when all transaction events will occur Describe how overall knowledge transfer will occur to the personnel taking over those duties.

2.3.1.11 INVOICING AND PAYMENT SCHEDULE: The Vendor shall invoice no more frequently than MONTHLY. All invoicing must be submitted through Wide Area Workflow (WAWF) in accordance with DFARS 252.232-7003. Inaccurate invoices shall be returned to the Vendor within seven (7) days for corrections. Attachments created in a Microsoft Office product may be attached to the WAWF invoice with maximum limit for size. Additional information regarding WAWF may be found at https:\\wawf.eb.mil. The following information is provided for completion of invoices in WAWF per DFARS 252.232-7006 Wide Area Workflow Payment Instructions.

PAY DODAAC: TBD

WAWF Invoice Type: 2 in 1 Inspection/Acceptance point: Destination/Destination Issue by DODAAC: SP4703 Admin DODAAC: SP4703 Inspect By DODAAC (if applicable) Leave Blank Service Approver DODAAC: TBD Service Accepter DODAAC: TBD DCAA Auditor DODAAC: Leave Blank Email Notifications: TBD@dla.mil, TBD@dla.mil

2.3.1.12 POINTS OF CONTACT

2.3.1.12.1 Government COTR and Program Manager (PM)

To be determined at time of award.

2.3.1.12.2 Contracting Officer Representatives

To be determined at time of award.

END OF SAMPLE PWS