Attachment 10 Sample_TO_PM Amendment 0005.pdf

PERFORMANCE WORK STATEMENT

Project Management for Vector/Pathogen Surveillance Activities in Support of AFRIMS Entomology

1.0 Purpose and Background

The Armed Forces Research Institute of Medical Sciences (AFRIMS) is a long-term bi-national laboratory collaboration between the US-Army and the Royal Thai Army (RTA). AFRIMS conducts a wide array of emerging infectious disease surveillance activities throughout its area of operations (AOR). Within AFRIMS, the Entomology

Department’s mission is three fold (1) develop and evaluate interventions and vector control products to mitigate vector-borne diseases, (2) provide entomological support for drug and vaccine studies, and (3) conduct comprehensive surveillance for vectors and pathogens of military importance. To conduct comprehensive surveillance for vectors and pathogens of military importance, AFRIMS Entomology relies on collaborations with local experts in countries outside of Thailand.

2.0 Scope:

In order to ensure the quality of this comprehensive surveillance program, AFRIMS Entomology requires scientific project management services. These services will ensure that high quality, accurate, and thorough entomological surveillance activities will be conducted to fulfill funder requirements and timelines. Specifically, AFRIMS requires in-country surveillance for militarily relevant vectors and pathogens in support of funded efforts XYZ_FY2X_AF-1 and XYZ_FY2X_AF2. The Contractor shall support and subcontract with in-country entities to design surveillance and collection plans based on understanding of local vector-borne disease cycles, conduct the surveillance and collection of vectors and pathogens, record and inventory the collected samples, and ship and/or store the collected samples as appropriate.

The efforts described herein define programmatic support to AFRIMS, a subordinate unit of the Walter Reed Army

Institute of Research (WRAIR) to provide project management support to the Department of Entomology AFRIMS.

The Contractor shall furnish the personnel and material necessary for the performance of the work outlined. The contractor shall provide project management support to facilitate all steps of surveillance projects and analysis from initiation to successful completion and publication.

3.0 Task Order Requirements

The scope of this task order is to provide project management and in-country scientific support for AFRIMS

Entomology under funded project XYZ_FY2X_AF1 as defined by the Performance Work Statement (PWS).

The Contractor shall furnish the personnel and material necessary for the performance of the work described. The contractor shall provide project management support to facilitate all steps of surveillance projects and data analysis from initiation to successful completion and publication.

3.1 Task Order Performance Period

The period of performance for this Task Order is 1 May 2022 – 30 April 2023.

3.2 Location of Work

There are multiple work locations for this Task Order:

1. Ulaan Bataar and locations around Mongolia as specified in the Mongolia Scientific Services Task Order.

2. Cebu, Philippines and locations around the Philippines as specified in the Philippines Scientific Services

Task Order

3. Locations around Sri Lanka as specified in the Sri Lanka Scientific Services Task Order

4. Other locations in INDOPACOM as determined by funder requirements

3.3 Federal Holidays

This contract is for project management services to AFRIMS which encompasses management of scientific and technical services provided in other nations. Local holidays will be observed as appropriate for the country where services are provided. The contractor shall provide a report of local holidays by country for active projects (DELIVERABLE 1).

3.3.1 The specific in-country Government has recognized national holidays. The on-site contractor shall not work during in-country nation national holidays. The specific place of surveillance national holidays will be identified at the task order level. The contractor shall perform services on days designated as a Federal

Holiday by Federal Status, Executive Order, Presidential Proclamation or Installation Commander

Federal holidays are an exception to the regular duty hours. Any of the holidays listed below falling on a

Saturday will be observed on the preceding Friday; holidays falling on a Sunday will be observed on the following Monday. The following is a list of legal federal holidays that services shall be performed.

The following are Federal Holidays:

New Year’s Day

Birthday of Martin Luther King, Jr.

Washington’s Birthday

Memorial Day

Independence Day

Juneteenth

Labor Day

Columbus Day

Veterans Day

Thanksgiving Day

Christmas Day

3.4 Task Order Deliverables

The contractor shall complete and submit deliverables in accordance with the “Deliverables Table” below. Unless specified in the PWS within the description of the deliverable, all deliverables will be made to the COR electronically. Deliverables for this Task Order are a subset of all required deliverables for the contract; refer to the

PWS for the full Deliverables Table.

PWS Ref. Number Title/Description Due

3.3. Deliverable 1

Holiday calendar

To facilitate communication, the contractor shall provide AFRIMS and contractor holiday calendars within 30 days of task order or scientific project award

4.1 Deliverable 2

Project execution plan

The contractor shall provide project execution plan by obtaining and review scientific, budgetary, and timeline requirements from AFRIMS Entomology, requesting clarification as needed. Work with in-country collaborators to develop plan to meet scientific, budgetary, and timeline requirements provided by AFRIMS

Entomology

Within 30 days of scientific project award

4.1.1.1. Deliverable 3

Project kick-off meeting

After all parties agree to budget and timeline, the Contractor will hold virtual or in person kickoff meeting for each new surveillance project

Within 45 days of scientific project award

4.1.1.2. Deliverable 4

Scientific calls

Schedule and facilitate routine calls to discuss

At minimum quarterly, science between AFRIMS and in-country partners/subcontractors maximum monthly

4.1.2.3. Deliverable 5

Monthly Financial Tracking Report- The contractor shall provide a spreadsheet with detail of real time expenditure levels of every contract line item number (CLIN). The initial report is due 45 days after contract award and monthly thereafter.

45 days after contract award and monthly thereafter

4.1.3.1. Deliverable 6

Monthly Progress Report –

Progress reports will include a list of activities and milestones with the responsible party, the expected timeline to completion, and progress relative to the expected timeline will be updated monthly based on updates from communications with scientific parties and/or from the routine calls to discuss science

Monthly

4.1.4.1 Deliverable 7 Data and Quality Management Report-

45 days after contract award and monthly thereafter

4.1.4.3. Deliverable 8

Monthly Data reports Monthly reports shall include number of specimens collected, trend

(increasing, decreasing, or maintaining) and any cause information, corresponding pathogen or resistance information as specified in project details, and any relevant notes on pathogen or resistance details that may impact risk of acquiring a pathogen, ability to prevent or treat the pathogen

Within the first 10 days of the month

4.1.4.4. Deliverable 9

Quarterly Data reports

Provide budgetary reports on timelines set by

AFRIMS Entomology in order to meet funder business requirements for quarterly financial reports

Q1 – none required

Q2 – budget topline

Q3 – budget topline and brief programmatic updates

Q4 – budget topline and full scientific/programmatic updates

Q5 – no reporting

Q6 – Closeout – full budget and final scientific outcomes

Quarterly, two weeks prior to provided funder timeline Q1/5

Q2/6

Q3

Q4

Dates as required to meet funder needs

4.1.4.5. Deliverable 10

Complete project data in raw electronic and written form at end of project

Q6 or at project completion

4.1.5. Deliverable 11

Specimen management and sharing plan Plan shall be provided no later than 45 days are contract award and include details that ensure that specimens are stored in the contract award proper temperature and conditions, are properly correlated with collection location and storage location (electronic spreadsheet recommended), and ensure timely specimen shipments to AFRIMS with specified time of collection completion by method that maintains proper temperature and coordinate acquisition of proper permits for export from project country and import into Thailand (or the US).

4.3.1. Deliverable 12 Monthly Financial Tracking Report

contract award and monthly thereafter

4.3.2. Deliverable 13 Monthly Report 15 Days

4.3.3 Deliverable 14

Quality Control Plan- The contractor shall prepare and adhere to a QCP describing how the contractor intends to manage the contract to achieve the established standards set forth in the Performance Standards Summary Matrix and the contractor’s QCP. At a minimum, the

QCP must include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the Contractor will use to maintain quality, timeliness, responsiveness, and customer satisfaction.

NLT 15 days after contract award

4.3.4. Deliverable 15

Service Contract Reporting Application

The contractor shall complete and deliver the

SCRA

By October 31 or on the last day of contract performance – whichever is first

11.2. Deliverable 16 Trip Report NLT 7days

following trip completion

4.0 Technical Requirements

The specific technical requirements of this task order are summarized below. Please reference the IDIQ Contract and

PWS for other terms, conditions, and technical requirements not addressed in this task order.

4.1 Project Management Services for surveillance, sample collection, and in-country technical scientific support

The contractor shall perform Project Management of in-country entities to conduct vector and pathogen surveillance.

The Contractor shall support and subcontract with specific governmental, parastatal, or non-governmental organizations or entities at each location as directed by the Performance Work Statement (PWS). These organizations or entities will be referred to as "in-country surveillance entities" for this requirement. The Contractor will work with these partners for surveillance, sample collection, and in-country technical scientific support to the level of quality necessary to comply with programmatic science requirements and data collection. The Contractor shall meet DoD and country-specific rules and regulations as well as meeting funder requirements and timelines specified in task orders. Services will cover from task initiation to completion. The contractor shall provide a project execution plan (Deliverable 2) by obtaining and reviewing scientific, budgetary, and timeline requirements from

AFRIMS Entomology, requesting clarification as needed. The Contractor shall work with in-country entities to develop plan to meet the scientific, budgetary, and timeline requirements provided by AFRIMS Entomology.

For this Task Order, the identified in-country collaborating entities are ABC and DEF.

4.1.1. Facilitate communications between AFRIMS Entomology and in-country partners

4.1.1.1. After all parties agree to budget and timeline, the Contractor shall hold virtual or in person kick-off meeting for each new surveillance project (Deliverable 3).

4.1.1.2. Schedule and facilitate routine calls to discuss science between AFRIMS and in-country partners/subcontractors (Deliverable 4).

4.1.2. Provide fiscal monitoring of project

4.1.2.1. Assist in-country collaborators with preparing budget for labor, travel, supplies, consumables, and purchased technical services within the AFRIMS Entomology provided budget cap.

4.1.2.2. Monitor in-country project expenditures.

4.1.2.3. Monthly Financial Tracking Report- The contractor shall provide a spreadsheet with detail of real time expenditure levels of every contract line item number (CLIN). The initial report is due 45 days after contract award and monthly thereafter. (Deliverable 5)

4.1.2.4. If budgetary overruns for materials and/or supplies are impending, engage with AFRIMS to develop mitigation plan.

4.1.2.5. Track and reimburse surveillance related travel ensuring that travel complies with FAR

31.205-46 Travel Costs, subject to local policy and procedure regulations.

4.1.3. Keep project on proposed timeline by monitoring progress and reporting to AFRIMS

4.1.3.1. Provide monthly progress reports. (Deliverable 6)

4.1.3.2. Progress reports will include a list of activities and milestones with the responsible party, the expected timeline to completion, and progress relative to the expected timeline will be updated monthly based on updates from communications with scientific parties and/or from the routine calls to discuss science.

4.1.3.3. Facilitate timeline adjustments if required.

4.1.4. Provide data and data quality management

4.1.4.1. Develop data quality and management plan (Deliverable 7).

4.1.4.2. Provide data reports to AFRIMS on a monthly basis (prior to monthly GEIS report deadlines).

4.1.4.3. Monthly reports shall include number of specimens collected, trend (increasing, decreasing, or maintaining) and any cause information, corresponding pathogen or resistance information as specified in project details, and any relevant notes on pathogen or resistance details that may impact risk of acquiring a pathogen, ability to prevent or treat the pathogen (Deliverable 8).

4.1.4.4. Quarterly Financial Tracking Report- The contractor shall provide budgetary reports on timelines set by AFRIMS Entomology to meet funder business requirements for quarterly financial reports, typical funder deadlines below. (Deliverable 9)

4.1.4.4.1. Q1 – none required

4.1.4.4.2. Q2 – budget topline

4.1.4.4.3. Q3 – budget topline and brief programmatic updates

4.1.4.4.4. Q4 – budget topline and full scientific/programmatic updates

4.1.4.4.5. Q5 – no reporting

4.1.4.4.6. Q6 – Closeout – full budget and final scientific outcomes

4.1.4.5. Provide complete project data in raw electronic and written form at end of project

(Deliverable 10).

4.1.4.6. Ensure that maintenance and sharing of project data is in accordance with DoD data management policies

4.1.5. Manage specimens and specimen sharing

Develop specimen management and sharing plan (Deliverable 11), plan shall include details that:

4.1.5.1. Ensure that specimens are stored in the proper temperature and conditions, specific temperature requirements identified in Scientific Services Task Orders.

4.1.5.2. Ensure that specimens are properly correlated with collection location and storage location (electronic spreadsheet recommended).

4.1.5.3. Ensure timely specimen shipments to AFRIMS with specified time of collection completion by method that maintains proper temperature and coordinate acquisition of proper permits for export from project country and import into Thailand (or the US). Specific shipping temperature requirements and controls are identified in Task 3.2.

4.1.6. Manage compliance with local and DoD regulations

4.1.6.1. Ensure proper local protocol approvals are obtained, Institutional Review Board (IRB) if human samples or data are used, specifically, exception letter for non-human subject research and approvals for human subject research.

4.1.6.2. Ensure proper local protocol approvals are obtained, Institutional Animal Care and Use

Committee (IACUC) if animal samples or data are used such as collection of ectoparasites from wild and domesticated animals or collection of tissues from wild animals.

4.1.7. Provide publication and presentation support

4.1.7.1. Facilitate discussion of publication and presentation plans between AFRIMS Entomology and in-country collaborators.

4.1.7.2. Ensure proper AFRIMS and other publication and presentation clearances are requested early enough not to delay publication or presentation of project results.

4.1.8. Troubleshoot barriers to project completion as specified in task order by facilitating

4.1.8.1. Translation of key documents

4.1.8.2. In-country sample analysis as described in Scientific Services Task Orders

4.1.8.3. Payment to local clinics for services to find and process patients for studies

4.1.8.4. Payment to universities technical services or use of instrumentation or space.

4.1.8.5. If scientific sub-contractor is unable to obtain required training or supplies themselves, facilitate procurement of training and/or supplies

4.3. Management Reports and Plans

4.3.1. Monthly Financial Tracking Report (Deliverable 12)

The contractor shall provide a spreadsheet with detail of real time expenditure levels of every contract line item number (CLIN). The initial report is due 45 days after contract award and monthly thereafter.

4.3.2. Monthly Report (Deliverable 13)

The contractor shall provide a monthly progress report detailing all work, including the subcontractor’s work, and where there is critical or significant data related to the provided support. The report shall include a detailed list of all hours worked and progress to project goals.

4.3.3. Quality Control Plan (Deliverable 14)

The contractor shall provide a draft Quality Control Plan (QCP) no later than (NLT) 15 days after contract award.

The contractor shall prepare and adhere to a QCP describing how the contractor intends to manage the contract to achieve the established standards set forth in the Performance Standards Summary Matrix and the contractor’s QCP.

At a minimum, the QCP must include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the Contractor will use to maintain quality, timeliness, responsiveness, and customer satisfaction by meeting funder requirements and timelines specified in task orders.

4.3.4. Service Contract Reporting Application (SCRA) (Deliverable 15)

The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: https://www.sam.gov starting at the end of FY20, ECMRA has been decommissioned effective June 19, 2020.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year

(FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2013.

Contractors may direct questions to the help desk at: https://www.sam.gov starting at the end of FY20, ECMRA has been decommissioned effective June 19, 2020.

The contractor shall register under the "All Other Defense Components" module. The WRAIR Unit Identification

Code (UIC) is W03KAA.

*The Office of the Secretary of Defense has issued a Memorandum dated 16 October 2019 which removes the requirement for contractors to report manpower data into the eCMRA system at https://www.ecmra.mil, beginning 1

Oct 2019. It is anticipated, however, that contractors shall be required to report similar manpower data to https://www.sam.gov beginning sometime within the next year. Currently, there is no reporting requirement or transition plan but the contractor shall perform the documentation/tracking required demonstrating an understanding that manpower data reporting shall be required for the performance of this contract.*

4.4. Technical Reports and Documents

Technical reports and documents delivered by the contractor in the performance of this contract shall be considered

Technical Data and documents delivered by the contractor in the performance of this contract shall be considered

Technical Data as defined in the applicable DFAR clause 252.227-7013, Rights in Technical Data-Noncommercial

Items. All documentation shall reflect the latest version of the work product or activity, unless specifically directed otherwise by the Government. All documentation shall be prepared in accordance with (IAW) standard industry practices, ensuring electronically produced documents which reflect logical flow of material, tables of contents indexes and page numbering. Where applicable, the contractor’s attention is called to the availability of commercial, industry, federal, and military guides, instructions, and standards for many of the topics addressed in the PWS and under this contract.

4.5. Inspection and Acceptance

The COR delegated oversight of specific technical, functional and oversight responsibilities is responsible for inspection and acceptance of all services, incoming shipments, documents, and services

Certification by the Government of satisfactory services provided is contingent upon the Contractor performing in accordance with the performance standards contained in the Performance Work Statement and all terms and conditions of this order, including all modifications.

5.0 Delivery Schedule

5.1. Reports

The Contractor shall deliver all required reports as described in the PWS (See Deliverable table in 2.3 above).

5.2. Specimens and samples

The Contractor shall ship samples and specimens not analyzed in-country to AFRIMS not later than seven days after field collections end.

6.0 Other Direct costs

ODCs shall be billed on a cost reimbursable basis. ODCs are defined as purchase price of materials or services plus applicable indirect costs and tax (if applicable), profit/fee will not be paid on ODCs or travel.

It is noted that task order travel costs are estimates and the Government reserves the right to increase or decrease this estimate during performance as necessary to meet requirements. Any travel requirements that arise in excess of the limitations set forth above shall be incorporated through a modification to the task order.

Arrangements for and costs of all travel, transportation, meals, lodging, and incidentals are the responsibility of the Contractor. Travel costs shall be incurred and billed in accordance with FAR Part 31. Costs for these expenses will be reviewed and approved by the COR. All travel and transportation shall utilize commercial sources and carriers provided the method used for the appropriate geographical area results in reasonable charges to the

Government. The Government will not pay for business class or first-class travel. Lodging and meals shall be reimbursed in accordance with regulations defined in FAR PART 31.

6.1 Travel/Temporary Duty (TDY)

The COR is the travel order approval authority as designated in writing by the KO. All travel requirements (including plans, agenda, itinerary, or dates) shall be pre-approved by the COR and is on a strictly cost reimbursable basis. The

Contractor shall be authorized travel expenses consistent with the substantive provisions of the JTR and the limitation of funds specified in this contract. Costs for travel shall be billed in accordance with the regulatory implementation of

Public Law 99-234 and FAR 31.205-46 Travel Costs, subject to local policy and procedures.

6.2 Travel Arrangements

Arrangements for and costs of all travel, transportation, meals, lodging, and incidentals are the responsibility of the

Contractor. The Contractor shall remain current on applicable regulations, policies, and procedures that may impact processes for travel and modify their processes accordingly. No later than 30 calendar days prior to scheduled travel date, the Contractor will prepare the estimate in an official memorandum format. The estimate shall include airline ticket costs, car rental, per diem, registration fees and any other allowable costs associated with the travel request.

All travel and transportation shall utilize commercial sources and carriers provided the method used for the appropriate geographical area that results in reasonable charges to the government. The Government will not pay for economy plus, business class or first-class travel. The COR will provide the Contractor a signed approval of

Government Contractor Official Travel Letter of Identification before the Contractor is authorized to travel either

CONUS or OCONUS. Estimated travel for this Task Order is as follows:

Period From To Round

Trip

(Y/N)

# of

Trips

# of

People

# of

Days

Estimated

Cost

Base Washington, DC

USA

Ulaan Bataar, Mongolia

Y 2 3 7 $46,200.00

Base Washington, DC

USA

Cebu, Philippines Y 1 3 7 $21,928

Base Washington, DC

USA

Colombo, Sri

Lanka

Y 1 3 7 $23,314

6.3 Travel Claim Procedures, Approval, and Reimbursement

OCONUS Travel shall be reimbursed after the KO has determined fair and reasonable cost reimbursement IAW the

JTR and FAR Part 31.205-46. The Contractor shall submit an estimate for travel to COR no later than 30 calendar days prior to the first day of travel; in order for the Contractor to obtain economical travel arrangement and cost. The contractor shall provide a Trip Report (Deliverable 16) following each trip.

The COR will verify the travel receipts are valid and match the travel requirements identified in the PWS. The

Contractor shall provide a trip report to include costs associated with the travel to the COR within ten (10) calendar days after the completion of travel trip. All travel costs shall be billed within 30 days after travel is complete unless an approval for later billing is approved by COR or KO. All travel cost reimbursement requests must detail all authorized expenses associated with the travel and all receipts including ticket stubs (booked airline, hotel receipts, etc.) shall be provided to substantiate claims for costs of all expense items in excess of $75.00.

6.4 DOD Contractor Foreign Travel / OCONUS

Approval of Foreign Travel. Foreign travel under this contract is defined as any travel outside of the continental United

States and its territories and possessions. The cost of foreign travel is allowable only when specific written approval of the Contracting Officer is obtained prior to the commencement of the travel. This is a requirement for all DoD contractors traveling on official DoD business.

6.4.1. The following requirements will be accomplished by the contractor(s) prior to foreign travel on approval of the Contracting Officer. Allow 90 days for completion of training requirements and approval of the application process. Detailed information can be found on the U.S. Army Medical

Research and Development Command (USAMRDC) website:

https://mrdc.amedd.army.mil/index.cfm/resources/mrdc_resources/oconus. Select all the links under

“Contractor Travel Requirements” and comply with the instructions. Consult the DoD Foreign

Clearance Guide https://www.fcg.pentagon.mil

6.4.2. Mandatory training and minimum requirements must be met and a copy provided to the contracting officer 15 days prior to scheduled departure.

6.4.3. Costs incurred by contractor personnel on official company business, whether foreign travel and/or domestic/local travel, are allowable subject to the limitations in the Federal Acquisition Regulation

(FAR clause 52.216 - 7 Allowable Cost and Payment); incorporated into this contract

6.4.4 MANDATORY TRAINING – OFFICIAL GOVERNMENT TRAVEL

6.4.4.1. Anti-Terrorism Level 1 (valid for one year)

https://www.fcg.pentagon.mil/

6.4.4.2. SERE 100 (valid for two years)

6.4.4.3. PRO - File

6.4.4.4. Human Rights, SOUTHCOM travel only (valid for one year)

6.4.4.5. US Forces Korea, Korea travel only (valid for one year

6.4.4.6. Area of responsibility briefing completed within three months of travel.

6.4.4.7. PACOM travel; verification that PACOM’s Travel Tracker/Individual Antiterrorism Plan

(TT/IATP) has been completed

6.4.4.8. AFRICOM travel; verification that AFRICOM’S Theater Information Management

System (TIMS) or Statement of Preparedness Document (when TIMS is not available), has been completed.

6.4.4.9. USFK Form 700-19A-R-E

6.4.4.10. US-ROK SOFA IAW FAR 25.8 and USFK Regulation 700-19.

6.4.5. TRAINING LINKS

6.4.5.1. Anti-Terrorism Level 1-https://atlevel1.dtic.mil/at/.

6.4.5.2. SERE 100 -https://jko.ifcom.mil

6.4.5.3. PRO-File –https://prmsglobal.prms.af.mil/prmsconv/profile/survey/survey.aspx

6.4.5.4. Human Rights -https://www.americasnet.org.

6.4.5.5. US Forces Korea -https://www.usfk.mil

7. QUALITY ASSURANCE SURVEILLANCE PLAN

7.1. Quality Assurance Surveillance Plan

The Government intends to utilize a Quality Assurance Surveillance Plan (QASP) to monitor the quality of the Contractor’s performance. The oversight provided for in the order and in the QASP will help to ensure that service levels reach and maintain the required levels throughout the contract term. Further, the

QASP provides the COR with a proactive way to avoid unacceptable or deficient performance, and provides verifiable input for the required Past Performance Information Assessments. The QASP will be finalized immediately following award and a copy provided to the Contractor after award. The QASP is a living document and may be updated by the Government as necessary.

A Performance Requirements Summary Matrix may or may not be included at the Task Order level to further define acceptable quality specific to the task order.

7.2. Performance Requirements Summary Matrix

By monitoring the Contractor, the COR will determine whether the performance levels set forth in the order have been attained. Performance standards will be specified in a Performance Requirements

Summary Matrix in the Standard and Acceptable Quality Level columns.

# PWS Ref. Performance Objective Acceptable Quality

Level

Performance

Measurement Incentive

1 3.3 Holiday Calendar

<Exceeds: >95%.

Meets: 94.5 – 90.0%.

Does Not Meet:

<89.9%>

Deliverable at the beginning of each task order, submitted complete and on-time

Past

Performance

2 4.1 Project Execution Plan

<Exceeds: >95%.

Meets: 94.5 – 90.0%

Deliverable at the beginning of each task

Past

Performance

Does Not Meet:

<89.9%> order or scientific project award, submitted complete and on-time

3 4.1.1.1 Kickoff Meetings

Exceeds - project starts one week early with budget, management, and control plans in place

Meets – Project starts project starts on-time with budget, management, and control plans in place

Does not meet – meeting late or major questions unanswered

Deliverable at the beginning of each task order, agenda provided at least a week in advance and meeting notes within a week after the meeting

Past

Performance

4 4.1.1.2.

Scientific calls

Exceeds- calls occur routinely and facilitate discussion of science, and summary notes provided within 3-4 days of call

Meets- calls occur routinely, summary notes provided within one week of the call

Does not meet - calls not at specified frequency or scheduled so that partners are frequently unable attend, or summary notes not provided

Deliverable monthly or quarterly, agenda provided at least a week in advance and meeting notes within a week after the meeting

Past

Performance

5-

4.1.2.3.;

4.1.3.1.;

4.3.2.

Monthly: Financial, Progress, Data and

Quality Management, and

Data Reports

Exceeds – within first week of month, minimal edits

Meets – on time, with minimal edits

Does not meet – past due OR major edits

Deliverable monthly submitted complete and on-time

Past

Performance

9 4.1.4.4.

Reports, Quarterly

Exceeds – within first week of month, understandable without

Deliverable quarterly submitted complete and on-time edits

Meets – on time, with minimal edits

Does not meet – past due OR major edits

10 4.1.4.5. Complete Project Data

Exceeds – provided prior to Q6 if GEIS-funded or within last 30 days of project, minimal edits required, understandable without edits

Meets – on time, with minimal edits for clarity and understanding

Does not meet – past due OR major edits OR data missing

Final deliverable, submitted complete and on-time

Past

Performance

11 4.1.5. Specimen Management and Sharing Plan

<Exceeds: >95%.

Meets: 94.5 – 90.0%.

Does Not Meet:

<89.9%>

Details that ensure that specimens are stored in the proper conditions; ensure timely specimen shipments