Attachment_0001_-_Performance_Work_Statement_ERP_Strategic_Assessment_1_July_2019.pdf

PERFORMANCE WORK STATEMENT (PWS)

Army Materiel Command (AMC) Strategic Assessment of

Enterprise Resource Planning (ERP) Systems

01 July 2019

General Information

1. GENERAL: This is a non-personnel services contract to provide the AMC with a strategic assessment of the current disposition of logistics information systems, namely ERPs. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform the ERP Strategic Assessment as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: Current Army logistics ERPs face many significant challenges in a resource constrained environment. Historically the ERPs were developed with a focus on the individual capabilities desired for the specific system. This approach has resulted in a “stove-pipe” implementation and has created issues with integration across the systems. Several ERPs represented the first implementation of an ERP in their logistics domain. It is evident as the systems, technology and operational environment have changed over time there are gaps and issues within ERPs. The need is to acquire a workable strategy to guide direction, development and investment decisions. Additionally, there may be improvements to implement some of the business processes. Several of the ERPs face individual challenges, such as data quality. In addition to these challenges associated with specific ERPs, the long-term sustainment of the Systems, Applications and Products (SAP) backbone for all of the current ERPs is uncertain in terms of cost, time and feasibility. Decisions about how to correct complications and mitigate challenges must be made to address all of these issues to assess risk and develop an approach to get maximum effects on the systems themselves, as well as on the efficient delivery of the required readiness output that is their purpose. All of these factors must be presented through a comprehensive and balanced strategy. The strategy must assess where the logistics ERPs are collectively going, provide a roadmap of how to get there, measure risk, and provide as a set of criteria to consistently guide future decisions. .

1.3 Objectives:

1) Provide ERP Cloud strategy with recommendations for the best approach and recommended systems / functions to migrate to the cloud.

2) Assess the capabilities of the current Commercial Off the Shelf (COTS) software against the Army business process to develop a recommended integration strategy that maximizes the effectiveness of the Army business model.

3) At a high level, document the current state the Army is in, as it relates to its

IT investment and level of maturity. From this, develop a risk-based approach for integrating and enhancing business operations of the Army to meet the following Strategic Goals:

• What principle policies need to be addressed

• Where should the Army take risk

• What should the investment profile look like and what are the major returns.

• What are the benefits and timing and feasibility to transitioning to HANA

S4

4) Develop a 10-year resource plan with focus on the next five years.

5) Provide a framework for Assessing capabilities and tools against a holistic Army Business Enterprise Systems strategy.

6) Provide assumptions/imperatives that underpin the ERP Strategy, cost versus risk, integrated data environment, cloud, where we should field capabilities within ERPs and when to use applications.

1.4 Scope: Contractor shall provide a phased assessment, consisting of three phases during the Base Year. The first phase shall be completed no later than 30 days after contract award, to provide a preliminary assessment of the current state of Army logistics information systems, ERPs and tools. The Second phase will be completed no later than 31 October 2019, and will provide a more broad assessment of the current state of Army logistics information systems and ERPs. The third phase will provide a detailed assessment (deeper dive) into specified issues as directed by CG AMC, and other senior leadership. This phase will be completed by 31 March 2020.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months from the date of award, and four (4) three-month option periods.

1.6 General Information

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program (QCP) to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-occurrence and non-recurrence of defective services. The contractor's QCP is the means by which the contractor ensures that the work is in compliance under the terms of the contract. Within 30 days after contract award, a comprehensive written QCP shall be submitted to the KO and COR. Changes made to the QCP shall be submitted to the KO and COR within 5 working days after the change(s) are made. After acceptance of the QCP, the contractor shall receive the

COR's acceptance in writing of any proposed change(s) to the QCP.

1.6.2 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays: The contractor is not required to perform services on the following recognized Federal holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

1.6.4 Hours of Operation: The contractor is responsible for conducting business, between the hours of 7:30 A.M. to 4:30 P.M., Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 Place of Performance: The work to be performed under this contract will be performed at the contractor location, and AMC HQ and its supporting installations as necessary.

1.6.6 Type of Contract: The government will award a Firm Fixed Price (FFP), Cost Reimbursement – No Fee for travel using FY 19 Operations and Maintenance, Army (OMA) funds.

1.6.7 Security Requirements: Contractor and all associated sub-contractors employees shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

1.6.7.1 Contractor and all associated sub-contractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05/AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

1.6.7.2 The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the

COR. This training shall be completed within 21 calendar days of contract award and within 21 calendar days of new employees commencing performance with the results reported to the COR NLT 31 calendar days after contract award. (CDRL A002)

1.6.7.3 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use, as applicable, if work is done on a military installation. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.7.3.1 AT Level I Training: All contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 21 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 7 calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website: http://jko.jten.mil. (CDRL A002)

1.6.7.4 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.7.4.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor.

In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

1.6.7.4.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.8 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the http://jko.jten.mil/ contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

These meetings shall be at no additional cost to the government.

1.6.9 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions:

assure that the Contractor performs the technical requirements of the contract:

perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies;

coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.10 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. Contractor will be required to obtain and wear badges in the performance of this service.

1.6.11 Contractor Travel: Contractor will be required to travel to AMC HQ – Huntsville and its supporting Continental United States (CONUS) installations as required. Contractor will be authorized travel expenses consistent with the substantive provisions of the Federal Travel Regulation (FTR) and the limitation of funds specified in this contract. All travel requires Government approval/authorization and notification to the COR.

1.6.12 Data Rights: The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.13 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.)

or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract.

Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.13. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

AR Army Regulation CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative DA Department of the Army DOD Department of Defense FAR Federal Acquisition Regulation KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QASP Quality Assurance Surveillance Plan QCP Quality Control Program TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS:

3.2 Facilities: n/a

3.3 Utilities: n/a

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under

Section 3 of this PWS.

PART 5

SPECIFIC TASKS

5.0 SPECIFIC TASKS:

5.1 Basic Services: The contractor shall provide an assessment that delivers an overall strategy and subsequent approach for implementing the strategy. This assessment will be completed in a phased manner that delivers a preliminary assessment no later than 30 days after contract award and a broad assessment no later than 31 October 2019. The third phase will be a deeper dive into selected issues, and will be completed no later than 31 March 2020. The strategy must consider complexity associated with the logistics ERPs along with other requirements not currently addressed by adding the following capabilities:

ammunition, Army Prepositioned Stocks, Medical logistics, and aviation. Given this complexity and the added requirements, identify the best strategy.

5.2 Contractor Reporting:

5.2.1 The contractor shall provide a written status update on all work tasks, issues and concerns on a monthly and quarterly basis.

5.2.2 The contractor shall provide a preliminary assessment no later than 30 days after contract award, a refined comprehensive assessment by 31 October and results of deeper dives on specified issues by the end of March 2020. (CDRL A003, A004 & A005)

5.3 Transition

5.3.1 Phase Out: If required, due to Contract award to another Contractor, the incumbent Contractor shall provide a written phase out plan to cover the last (30) thirty calendar days of the end of the contract. The Contractor shall ensure that contractor personnel are onsite and providing support until the end of their contract.

During the phase out period, the incumbent Contractor, shall assist the successor Contractor with all equipment, services provided and performance requirements in order uninterrupted services to services to continue at the end of the phase out period. The Contractor phase out plan will provide a detailed plan to transfer sensitive information such as passwords and combinations and processes and documentation of processes or procedures in use by the Contractor to provide services and support.

5.4 Technical Data and Software Rights

5.4.1 The Government’s rights in non-commercial technical data and software deliverables shall be governed by DFARS 252.227-7013 and DFARS 252.227-7014, respectively. The Government's rights in commercial technical data deliverables shall be governed by DFARS 252.227-7015. All non-commercial software deliverables shall be properly marked in accordance with the marking requirements set forth in DFARS 252.227-7014(f). Technical data and software deliverables with non-conforming restrictive markings shall be rejected and corrected by the Contractor at the Contractor's expense, in accordance with DFARS 252.227-7013(h)(2) and DFARS 252.227- 7014(h)(2) respectively. A current version of the Data Rights Assertion List governing all Prime and sub-Contractors (including sub-contractors from previous Task Orders) shall be included in the Proposal.

The Government’s rights in commercial technical data shall be governed by

DFARS 252.227-7015.

The Government shall not award this task order unless the corresponding commercial software license agreements are reviewed and approved by the Contracting Officer.

The Government shall not accept any commercial software license terms that conflict with federal procurement law or do not satisfy user needs. Commercial Software License terms that are unacceptable to the Government include (but are not limited to) indemnification provisions (and other types of provisions that include unauthorized or unbudgeted funding obligations), attorney's fees provision, state or foreign choice of law/jurisdiction provisions, binding arbitration provisions, and injunctive relief provisions.

TECHNICAL EXHIBIT 1

DELIVERABLES SCHEDULE

The Contractor shall provide or furnish deliverables as specified in this list and as detailed throughout the PWS. This list is meant to identify and further clarify the primary deliverables due under this contract. It is not meant to cover every PWS task, report, or action, etc. required within the PWS. Submit via email to the Contracting Officer Technical Representative, and Contracting Officer Representative.

Deliverable Frequency Submit To

CDRL

No.

PWS

Ref

Complete iWATCH training

NLT 31 days after contract award

COTR/COR

A001

1.6.7.2

Complete AT Level I Training

NLT 21 days after contract start date

A002

1.6.7.3.1

Prepare and brief assessment of current Army ERP Strategy – Phase I

3 months after contract award

A003

5.2 current Army ERP Strategy – Phase II

NLT 31 Oct 2019

A004 current Army ERP Strategy – Phase III

NLT 31 March 2020

A005

TECHNICAL EXHIBIT 2 PERFORMANCE REQUIREMENTS SUMMARY

Performance Objective

Standard Performance Threshold

PRS #1

The contractor shall provide a monthly status update noting progress, issues and concerns weekly on a day specified by the Cost & Performance Management Division Chief and COTR.

(PWS 5.2.1)

Monthly reports need to be submitted to denote progress, issues and concerns for management. Format of paper report shall be an executive level summary followed by a detailed brief

100% Reporting

PRS #2

The contractor shall provide a quarterly status update noting progress, issues and concerns weekly on a day specified by the Cost & Performance Management Division Chief and COTR.

(PWS 5.2.1)

Quarterly reports need to be submitted to denote progress, issues and concerns for management. Format of paper report shall be an executive level summary followed by a detailed brief

100% Reporting