Technical Exhibit A Performance Requirements Summary (PRS).xlsx

XLSX spreadsheet 21 KB Posted

Attached to
Army Transition Assistance Program Services
Solicitation number
W9124D26RA041
Issued by

About this file

This is a Technical Exhibit A Performance Requirements Summary (PRS) that establishes key performance indicators (KPIs) and measurable standards for the Army Transition Assistance Program (TAP) Services contract (W9124D26RA041). The document outlines 19 distinct performance objectives with specific metrics, acceptable quality levels (AQL), surveillance methods, and remedies for non-compliance. Critical service delivery requirements include: timely submission of deliverables (95% AQL), maintaining Key Personnel positions with vacancy limits of 14 business days for CONUS and 21 business days for OCONUS locations (98% AQL), and processing walk-in clients within 15 minutes (95% AQL). Case management requirements mandate assignment of a primary TAP counselor prior to Initial Intensive Counseling (IIC) with 98% compliance, maintaining client contact within 90-calendar-day intervals (95% AQL), and limiting counseling or service cancellations to no more than 5% at any single location or enterprise-wide (95% AQL).

Additional performance standards address virtual and physical service delivery, including email response within two business days (90% AQL), average telephone wait times not exceeding 15 minutes with no individual call exceeding 20 minutes (95% AQL), and physical reception areas maintaining 15-minute maximum wait times (95% AQL). The contract requires specialized service delivery including financial counseling by accredited/certified professionals (100% AQL), Capstone counseling scheduling at least 90 days prior to transition dates (98% AQL), and maintenance of client records for six months post-transition on government-furnished storage (98% AQL). Special mission TAP services must maintain a 90% customer satisfaction rate. Surveillance methods include monthly status reports, random sampling, periodic inspections, and customer feedback surveys, with remedies ranging from contractor management corrective actions to cost adjustments based on operational impact to the Government.

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PRS

KPI NumberPerformance Objective TaskApplicable PWS Section(s)Performance StandardAcceptable Quality Level (AQL)Incentive / DisincentiveSurveillance SourceSurveillance Method and FrequencyRemedy
1Timeliness and Quality of Deliverables SubmissionDeliverablesSubmit deliverables on time without errors95%Documentation100% InspectionSubmit deliverables
2Key Personnel1.9The contractor shall ensure that positions identified as Key Personnel are vacant no more than fourteen (14) business days when serving at a place of performance within CONUS and twenty-one (21) business days when serving at a place of performance OCONUS.98%Monthly Status Report100% InspectionCost consideration or adjustment based on operational impact to the Government
3Basic Services (Walk-in)5.1.6.The contractor shall ensure that walk-in clients requesting information or support related to TAP services are received and scheduled for the follow-on support within fifteen (15) minutes upon arrival to any TAP Center providing services listed in Technical Exhibit D – Place of Performance Throughput Data.95%SurveyCustomer FeedbackContractor Management takes corrective action or assigns more resources if recurring.
4Basic Services (1-on-1)5.1.7. & 5.4.3The contractor shall ensure that clients requesting any one-on-one services are provided counseling or other one-on-one services by a TAP counselor in no more than fifteen (15) business days from client request.95%TAP System of RecordRandom SamplingContractor Management takes corrective action or assigns more resources if recurring.
5Basic Services (Records)5.1.10The contractor shall maintain, store, and safeguard all CRS deliverables IAW the client’s ITP on a local shared network for at least six (6) months past the client’s transition date for review and audit purposes.98%Government Furnished storageRandom SamplingContractor Management takes corrective action or assigns more resources if recurring.
6Case Management (Assignment)5.3.2Assign a TAP counselor to each client prior to IIC, who shall serve as the client’s primary case manager throughout their transition.98%TAP System of RecordPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
7Case Management (No Show)5.3.7Coordinate with the DGR to identify and communicate no-shows for scheduled counseling or events to unit representatives and chain of command; and input no-show information into the TAP system of record within twenty-four (24) hours.90%TAP System of RecordPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
8Case Management (Contract)5.3.10Ensure that the time between counselor and client contact does not exceed ninety (90) calendar days within the transition lifecycle.95%TAP System of RecordPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
9Case Management (Cancellation)5.3.12The contractor shall not exceed a cancellation rate of more than five percent for any individualized counseling or service at any single place of performance or throughout the enterprise.95%Monthly Status ReportRandom SamplingCost consideration or adjustment based on operational impact to the Government
10Financial Counseling5.5.7Provide financial counseling to clients as follow-up to the Financial Planning for Transition class or at the request of the client. Ensure that only an Accredited/Certified Financial Counselor/Planner (refer to Technical Exhibit E – Special Qualifications) provides financial counseling to clients.100%TAP System of RecordRandom SamplingCost consideration or adjustment based on operational impact to the Government
11Capstone Counseling.5.6.1Schedule Capstone counseling no less than ninety (90) days prior to projected client transition date or as soon as possible for unprojected and unprogrammed losses, and in accordance with the distributive learning model, client tier level assignment, and this PWS.98%TAP System of RecordPeriodic InspectionCost consideration or adjustment based on operational impact to the Government
12Teach Curriculum in Group Setting5.7The contractor shall not exceed a cancellation rate of more than five percent for any class at any single place of performance or throughout the enterprise.95%Monthly Status ReportPeriodic InspectionCost consideration or adjustment based on operational impact to the Government
13Mobilization and Demobilization TAP events5.8.2 & 5.15Maintain consistent contact with the Office of the Chief of the Army Reserve (OCAR), National Guard Bureau (NGB), Installation Management Command (IMCOM) Headquarters (HQ), or any other designated command and solicit annual mobile TAP services requirements from OCAR and NGB and submit a report to validate requirements to the COR quarterly.95%Monthly Status ReportPeriodic InspectionCost consideration or adjustment based on operational impact to the Government
14Maintain Operational Virtual Center (Email)5.10.5Resolve or answer client questions in e-mail inquiries within two (2) days.90%Monthly Status ReportPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
15Maintain Operational Virtual Center (Avg Wait)5.10.6Monthly average telephone wait time shall not exceed fifteen (15) minutes.95%Monthly Status ReportPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
16Virtual Center (Max Wait)5.10.6No individual client telephone call shall have a wait time longer than twenty (20) minutes.95%Monthly Status ReportPeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
17Local Customer Service5.12.1Physically operate reception areas to provide professional customer service and friendly reception to all clients seeking services, information, registration, scheduling, or otherwise visiting physical TAP centers, without clients waiting no more than fifteen (15) minutes to have questions answered or services rendered.95%DGR Monthly SurveiliancePeriodic InspectionContractor Management takes corrective action or assigns more resources if recurring.
18Provide Information Technology Support5.14.8Resolve or escalate all TAP system of record related trouble tickets within three (3) business day upon receipt.90%TAP System of RecordRandom SamplingContractor Management takes corrective action or assigns more resources if recurring.
19Provide Special Misson TAP Services5.15.9Maintain a 90% customer satisfaction rate based on the Government provided Customer Service Satisfaction Survey URL and QR Code at all mobile support missions.90%TAP System of RecordRandom SamplingContractor Management takes corrective action or assigns more resources if recurring.

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