W9124C-17-R-0012_Strategic_Integrator_Solicitation.pdf

SEE ADDENDUM

(No Collect Calls)

W9124C-17-R-0012 05-Jun-2017

b. TELEPHONE NUMBER

803-751-9061

8. OFFER DUE DATE/LOCAL TIME

12:00 AM 30 Jun 2017

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

W9124C9. ISSUED BY

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

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

JULIAN BARGAS

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

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

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

0010961053

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESS

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

MISSION AND INSTALLATION CONTRACTING CMD

4340 MAGRUDER AVENUE

FORT JACKSON SC 29207

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE W81YMF 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

W1PT US ARMY SOLDIER SPT INSTU

10000 HAMPTON PKWY

FORT JACKSON SC 29207

TEL: 803-751 FAX:

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$15,000,000

NAICS:

611710

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

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

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

X

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF100

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

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

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

W9124C-17-R-0012

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 12 Months GFEBS Strategic Integrator Labor

FFP

The contractor shall provide personnel necessary to perform Strategic Integration of concepts contained within the U.S. Army Learning Model (ALM) into all Financial Management School curricula with a primary focus on GFEBS sustainment training.

FOB: Destination

PURCHASE REQUEST NUMBER: 0010961053

NET AMT

0002 Job Travel

FFP

Reimbursement for official travel. Per diem shall be paid to the contractor only to the extent that it is necessary for performance under this contract IAW the PWS.

The reasonableness and allow ability of travel costs shall be governed by Federal Acquisition Regulation (FAR) Part 31.205-46 and must comply with the Joint Travel Regulations (JTR). Not to Exceed $6,000.00

0003 1 Each Contractor Manpower Reporting

FFP

Contractor is required to provide data on Contractor labor hours (including subcontractor labor hours) for performance of this contract IAW the PWS. The cost, if any, for providing this data shall be entered into the space provided at this CLIN. If no direct cost is associated with providing the data, enter “Not a Direct Cost”. Instructions, including the Contractor and Subcontractor User Guides, are available at http://www.ecmra.mil.

1001 12 Months OPTION GFEBS Strategic Integrator Labor

FFP

The contractor shall provide personnel necessary to perform Strategic Integration of concepts contained within the U.S. Army Learning Model (ALM) into all Financial Management School curricula with a primary focus on GFEBS sustainment training.

1002 Job OPTION Travel

FFP

Reimbursement for official travel. Per diem shall be paid to the contractor only to the extent that it is necessary for performance under this contract IAW the PWS.

The reasonableness and allow ability of travel costs shall be governed by Federal Acquisition Regulation (FAR) Part 31.205-46 and must comply with the Joint

1003 1 Each OPTION Contractor Manpower Reporting

FFP

Contractor is required to provide data on Contractor labor hours (including subcontractor labor hours) for performance of this contract IAW the PWS. The cost, if any, for providing this data shall be entered into the space provided at this CLIN. If no direct cost is associated with providing the data, enter “Not a Direct Cost”. Instructions, including the Contractor and Subcontractor User Guides, are

2001 12 Months OPTION GFEBS Strategic Integrator Labor

FFP

The contractor shall provide personnel necessary to perform Strategic Integration of concepts contained within the U.S. Army Learning Model (ALM) into all Financial Management School curricula with a primary focus on GFEBS sustainment training.

2002 Job OPTION Travel

FFP

Reimbursement for official travel. Per diem shall be paid to the contractor only to the extent that it is necessary for performance under this contract IAW the PWS.

The reasonableness and allow ability of travel costs shall be governed by Federal Acquisition Regulation (FAR) Part 31.205-46 and must comply with the Joint

2003 1 Each OPTION Contractor Manpower Reporting

FFP

Contractor is required to provide data on Contractor labor hours (including subcontractor labor hours) for performance of this contract IAW the PWS. The cost, if any, for providing this data shall be entered into the space provided at this CLIN. If no direct cost is associated with providing the data, enter “Not a Direct Cost”. Instructions, including the Contractor and Subcontractor User Guides, are

Section C - Descriptions and Specifications

PWS

PERFORMANCE WORK STATEMENT (PWS)

FOR

SOLDIER SUPPORT INSTITUTE

GENERAL FUND ENTERPRISE BUSINESS SYSTEM (GFEBS)

STRATEGIC INTEGRATOR

PART 1

GENERAL INFORMATION

1. General: This is a non-personal services contract to provide GFEBS sustainment training integration and strategic plans that address the US Army Learning Model (ALM) which is contained within TRADOC Pam 525-8-2, US Army Learning Concept 2015, (ALC 2015). 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, transportation, tools, facilities, materials, supervision and other items and non-personal services necessary to perform training and strategic concepts and integration thereof and other similar duties in support of the United States Army Soldier Support Institute (SSI) and the United States Army Financial Management Command’s (USAFMCOM) training missions to include multi-functional capability (i.e., Financial Management subject matter expertise) and 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: In 1990 the Federal government issued a Congressional mandate, the Chief Financial Officers Act, ordering Federal agencies to centralize their finance systems to better account for their spending. In 1996, the government issued the Federal Financial Management Improvement Act (FFMIA), enabling the advancement of Federal financial management by requiring that Federal financial management systems provide accurate, reliable, and timely financial management information to the government’s managers. The General Fund Enterprise Business System (GFEBS) is the Army’s financial information technology (IT) system response to these mandates, which is in concert with the DoD’s Business Transformation Agency (BTA).

GFEBS, consolidates several accounting and financial management systems. When coupled with the Army’s Logistic Management Program (LMP) and integrated into BTA’s enterprise initiatives, Standard Financial Information System (SFIS), Business Enterprise Information System (BEIS) and the Integrated Personnel Pay System-Army (IPPS-A), GFEBS is expected to provide the nexus to achieve a clean audit report mandated by the Congress. Additionally, GFEBS consolidation will give the Army and Defense Department officials a view of how money is disbursed and will also feed vital, up-to the-minute information to senior civilian and Army leadership.

1.2.1 The GFEBS IT system provides Congressional overseers the level of financial accountability they need from the Defense Department, but also provides top-tier Army and DoD leadership with timely, accurate data enabling them to make sound business decisions in support of the America’s Warfighters. GFEBS will meet a host of requirements set forth by Congress and the Department by (reference paras 1.2.2 thru 1.2.5) below.

1.2.2 Following standards set in the Chief Financial Officers Act of 1990 and in the Federal Financial Management Improvement Act of 1996.

1.2.3 Conforming to the federal financial-management systems requirements identified by the Joint Financial Management Improvement Program (JFMIP).

1.2.4 Measuring up to all applicable accounting standards, including requirements of the U.S.

Government Standard General Ledger (USGSGL) at the transaction level as set by Office of Management and Budget (OMB) Circular A-127.

1.2.5 Conforming to the Defense Department’s Business Enterprise Architecture to be in synch with the processes and systems of all DoD business domains.

1.2.6 In essence, GFEBS is the center console for accounting for all Army resources; flanked by supporting interfacing Enterprise Resource Planning (ERP) and non-ERP systems. GFEBS is a web-based system that allows the U.S. Army to share financial, real property plant and equipment and accounting data across the Service. With more than 30,000 end-users at nearly 200 Army financial centers around the world, GFEBS ultimately is one of the world’s largest enterprise system of record. GFEBS provides managers with greatly improved capability and a common operating picture to manage the cost, schedule and performance of Army-specific programs and at the same time, is the centerpiece (the tool) that enables the Army to achieve “full auditability” of financial statements. GFEBS has replaced scores of largely incompatible legacy accounting and financial management information systems, it will eventually house in excess of $100 billion of accountable transactions and real property assets—by the active Army, the Army National Guard and the Army Reserves.

1.3 Objectives: The FMS requires subject matter expertise to strategically integrate the concepts contained within ALM in all FMS curricula. This expertise will be the FMS' onsite resident expert for the application of ALM concepts and will facilitate bridging the gap between the traditional methods of training and the future methodologies using new technologies as they become available. The Contractor shall deliver plans/blueprints with multiple options on how the FMS should approach the application of ALM to an Actionable Training Strategy for the Army Financial Management School's training products, with a primary focus on GFEBS sustainment training. Analysis products will include requirements and implications of each of the domains within the DOTMLPF-P (Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities and Policy) construct as appropriate. The strategic integrator is charged with developing innovative, integrated, resource-informed, and outcome-based plans and solutions for advancing the FMS training products to meet ALM 2015 to the greatest degree, yet within our expected means. By fully synchronizing the FMS training strategy with ALM, the FMS will achieve its objective of producing superbly trained, educated, adaptive and agile Military & Civilian FM Warriors.

Key areas to be addressed include:

a. Modernize and modularize FM training IAW TRADOC Pam 525-8-2.

b. Increase the flexibility of school programs to provide training for FM Soldiers, Civilians and teams when and where the need occurs, rather than when a course is scheduled.

c. Develop computerized job aids where appropriate.

d. Increase the quality and quantity, and variety of training products available for use by the Operating Force (e.g., WTSPs, ATPs).

e. Ensure availability of training products to Financial Managers (CMF36 and CP11) preparing to conduct operations, mobilizing and deploying.

f. Synchronize FMS training strategy with ALM to produce superbly trained, educated, adaptive and agile Military & Civilian FM Warriors.

g. Ensure ALM-integrated FMS curricula support Army FM Optimization (AFMO).

h. Actively participate as a member of AFMO on behalf of the commandant and make recommendations that impact Doctrine, Organization, Training, Materiel, Leadership & Education, Personnel, Facilities and policy (DOTMLPF-p).

i. Document (as needed) FMS strategy ISO AFMO and/or AOC 2025.

j. Ensure ALM-integrated FMS curricula support Critical Task Site Selection Board

(CTSSB) tasks.

k. USAFMCOM Business Process Development on behalf of the Deputy Assistant

Secretary Army (Financial Operations (DASA-FO)).

l. Represent the commandant and participate as a member of the Military Pay

Transition Planning Team; document as necessary

m. Document a strategy to transition commercial vendor service pay tasks and business process using a phased approach to Financial Management Support Units (FMSU) and Financial Management Support Detachments (FMSD)

n. Monitor distributedLearning (dL) development completion of nine GFEBS online courses and deliver the associated STRATCOM for enterprise-wide release.

1.4 Scope: Financial Management School Scope. The Contractor shall deliver FMS technical, analytic and strategic subject matter expertise (SME) in the development of training strategy plans that fully address the US Army Learning Model (ALM). Within these training strategy plans, the contactor shall address modern training strategies, programs, processes, structures, training, and training systems as it directly relates to the Army-wide FM Transformation (AFMO), ALM, CTSSB, and GFEBS training/implementation considering each of the DOTMLPF- p areas. This will include the following tasks: needs analysis, courseware evaluation, incorporation of adult learning models, integration of educational technology, incorporation of the tenets of Army Learning Concept 2015.

1.4.1 Reserved.

1.4.2 Qualifications. The Contractor must provide someone who is able to synthesize information and think broadly—in order to understand, visualize, describe, recommend and develop concepts that support AOC 2025 and ALM. Moreover, provide someone with exceptional written and verbal communication skill. The Contractor shall provide a strategic-level strategist with GFEBS expertise and FM (which includes G8) expertise, and who, possesses a military (Army) background. Furthermore, this strategist must be able to:

• Ways to analyze current and future FM operational trends and impact on the Doctrine, Organization, Training, Materiel, Leadership, Personnel, Facilities and policy (DOTMLPF-p)

• Identify and capture best practices for designing and developing DOTMLPF-p solutions

• Identify, codify and exploit decision-making techniques utilizing strategic and operational concepts; including real Army operational and training scenarios—in order to enhance the delivery of FM Capability for the Army

• Discern evidence-based perspectives, models and concepts to analyze DOTMLPF-p challenges and improve FM Readiness across these domains

• Develop a strategic timeline (GANTT Chart or something similar) to anticipate, plan for and develop organizational changes with proven strategic planning techniques which integrate several initiative across many divisions (i.e. integrate technical integration division, training division, and proponency)

• Develop strategies to counter changes in the Amy Business Capability and Force Sustainment Life Cycles

• Apply differences in strategic and tactical planning process; understand the Joint

Operational Planning Process and associated Phases

• Know the Army Learning Model, Adult/Experiential Learning Model

• Understand how training, succession planning and leadership development positively impact the FM Enterprise

• Understand the different types of behaviors (such as participative, transactional, ethical, transformational, directive and supportive) and how they impact effective leadership when planning for and conducting change management

1.4.3 Special Qualifications: None

1.4.3.1 Additional Qualifications.

• Senior Service College graduate

• Strategic Level Experience and Problem-Solving

• Master’s Degree (i.e. Business, Education, or Management, Strategy &

Leadership)

• Previous GFEBS training and experience

• Previous supervisory experience

• Previous experience in the educational field

• Previous military experience associated with strategic planning

• Previous Financial Management Experience

• Knowledge of modern educational programs and adult learning models

• In depth knowledge of Army TRADOC Pam 525-8-2

Army Learning Concept for 2015

• Self-starter capable of managing multiple projects simultaneously

• Proficient with Microsoft Office programs (MS Word, MS PowerPoint, MS Excel)

1.4.4 Contractor Qualifications: The Contractor employee shall possess the ability to perform the tasks outlined in paragraph 5 (Specific Tasks) of this contract.

1.5 Period of Performance: The period of performance shall be a 12-month base and two separate (12-month) option-year periods.

Base Year: 26 September 2017 - 25 September 2018 Option Year one (1): 26 September 2018 - 25 September 2019 Option Year two (2): 26 September 2019 - 25 September 2020

1.6. General Information

1.6.1 Quality Control: The contractor shall maintain a quality assurance program that complies with industry standards; the contractors approved ground procedures and local standard operating procedures. The contractor will be subject to daily surveillance from qualified government representatives. The Contractor shall ensure quality service is maintained throughout the life of the contract, and shall prepare and implement a Quality Control Plan (QCP). The plan shall reflect the Contractor’s overall approach, internal controls and establishment of procedures for evaluating each of the major service areas (who, method, how often), for reporting to the Government, for resolving deficiencies, for identifying potential improvements, and for maintaining and making available to the Government. Deliverable: QCP reflecting quality control procedures.

1.6.1.1 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). 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).

1.6.2 Recognized Holidays: The contractor is not required to work on the following 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

1.6.3 Hours of Operation: The contractor is responsible for conducting business, between the hours of 0830-1700 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 or when a need exists to conduct and/or support weekend requirements (Saturday and Sunday)—for a training exercise (e.g. Warfighter), Mobile Training Team and Annual Training. 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.

1.6.4 Special Operating Hours. Contractor shall adjust normal workday schedules (Flex) to accommodate work-hour support requirements outside any normal workday to the furthest extent possible.

1.6.4.1 Place of Performance: Place of Performance: The work to be performed under this contract will be performed at Fort Jackson SC (and other military locations (CONUS) as required (based on mobile training team and/or training exercise requests and directives (e.g. Diamond Saber at Fort McCoy, WI)). Remote work is only authorized on a case by case basis at the discretion of the government. Training scenario, exercise, video job aid design-development-delivery-support is located in the Systems Integration Branch; the Government Lead will provide the organization during solicitation.

1.6.5 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 Key Personnel: Contract Manager is required to provide supervisory and oversight responsibility.

1.6.7 Identification of Contractor Employees: Contractor personnel shall be required to identify themselves as a Contractor when attending meetings, answering Government telephones, or making phone calls on behalf of the Government. In working in other situations, where their Contractor status is not obvious to third parties, Contractors 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. The Contractor shall ensure that the individual e-mail display name of its employees identifies them as a Contractor and that the company name is provided in the e-mail signature block. The Contractor shall provide nametags (badges) to its workers identifying them as Contractors with the following minimum requirements: name, Contractor’s organization, and picture. When an office/cubicle is occupied by a Contractor, the Contractor shall ensure that office space is clearly labeled with the name of the company and the individual Contractor(s).

1.6.8 Physical Security: All contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 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 [insert number of calendar days] calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website:

https://jkodirect.jten.mil.

1.6.9 Access to government information systems: Contractor Employees Who Require Access to Government Information Systems. All contractor employees with access to a government info system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services, and must successfully complete the DoD Information Assurance Awareness prior to access to the IS and then annually thereafter.

1.7. Requirement for OPSEC training: For Contracts that Require OPSEC Training. Per AR 530- 1, Operations Security, new contractor employees must complete Level I OPSEC training within 30 calendar days of their reporting for duty. All contractor employees must complete annual OPSEC awareness training.

1.7.1 Information assurance/information technology training: For Information assurance (IA)/information technology (IT) training. All contractor employees and associated sub-contractor employees must complete the DoD IA awareness training before issuance of network access and annually thereafter. All contractor employees working IA/IT functions must comply with DoD and Army training requirements in DoD 8570.01, DoD 8570.01-M and AR 25-2 within six months of employment.

1.7.2 Access and general protection/security policy and procedures. This standard language is for contractor employees with an area of performance within Army controlled installation, facility, or area. 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.

1.7.3 For contractors requiring Common Access Card (CAC). Before CAC issuance, the contractor employee requires, at a minimum, a favorably adjudicated National Agency Check with Inquiries (NACI) or an equivalent or higher investigation in accordance with Army Directive 2014‐05. The contractor employee will be issued a CAC only if duties involve one of the following: (1) Both physical access to a DoD facility and access, via logon, to DoD networks on‐site or remotely; (2) Remote access, via logon, to a DoD network using DoD‐approved remote access procedures; or (3) Physical access to multiple DoD facilities or multiple non‐DoD federally controlled facilities on behalf of the DoD on a recurring basis for a period of 6 months or more. At the discretion of the sponsoring activity, an initial CAC may be issued based on a favorable review of the FBI fingerprint check and a successfully scheduled NACI at the Office of Personnel Management.

1.7.4 For contractors that do not require CAC, but require access to a DoD facility or installation.

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.

1.7.5 For contracts that require handling or access to classified information. Contractor shall comply with FAR 52.204‐2, Security Requirements. This clause involves access to information classified “Confidential,” “Secret,” or “Top Secret” and requires contractors to comply with—

(1) The Security Agreement (DD Form 441), including the National Industrial Security Program Operating Manual (DoD 5220.22‐M); (2) any revisions to DOD 5220.22‐M, notice of which has been furnished to the contractor.

1.7.6 Threat Awareness Reporting Program. For all contractors with security clearances. Per AR 381‐12 Threat Awareness and Reporting Program (TARP), contractor employees must receive annual TARP training by a CI agent or other trainer as specified in 2‐4b.

1.7.7 Contractor Travel: The contractor may be required to travel to locations within the continental U.S. (CONUS) during the performance of this contract to attend meetings, conferences, and training events as determined by the government. The contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in the contract. All travel requires Government approval/authorization and notification to the COR.

Anticipated Travel: As needed (e.g. DFAS, Diamond Saber, AFMO, CVS Retrograde).

CONUS only. Date/Location TBD.

1.7.8 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, 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.

1.7.9 Vacancy rates for Contract: Due to the critical scope and nature of this contract, the contractor will not have more than 20% vacant positions at any given time under this contract.

The contractor shall not have a vacant position for more than two (2) weeks.

1.7.10 Phase In/Phase Out Period: A phase-in/out period is none existent.

1.7.11 Installation Access

Based on recent guidance from the Secretary of the Army and COS Army, Senior Commanders and supporting garrison leadership are not authorized to grant unescorted installation access without the required identity proofing and vetting using the National Crime Information Center Interstate Identification Index (NCIC-III).

Civilian personnel requesting access must have a valid reason to be on the federal installation, be sponsored by a DoD Civilian/military card holder, and be favorably vetted against the FBI's database. Once these conditions have been met, we will issue credentials in the form of either a pass or DOD identification card from the DBIDS System that we currently have in place.

(Defense Biometric Identification System).

Personnel not affiliated with DoD and/or not vetted against NCIC-III or for a short term visit, must escorted while on the installation.

National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) Criteria for Denial.

Army Senior Commanders will, in the absence of an approved waiver, deny uncleared individuals unescorted access to the installation based on the results of the NCIC-III and TSDB checks that contain credible derogatory information indicating that the individual may present a threat to the good order, discipline, or health and safety on the installation. Such derogatory information includes, but is not limited to, the following:

1. The NCIC-III contains criminal arrest information about the individual that causes the senior commander to determine that the individual presents a potential threat to the good order, discipline, or health and safety on the installation.

2. The installation is unable to verify the individuals claimed identity based on the reasonable belief that the individual has submitted fraudulent information concerning his or her identity in the attempt to gain access.

3. The individual has a current arrest warrant in NCIC, regardless of the offense or violation.

4. The individual is currently barred from entry or access to a federal installation or facility.

5. The individual has been convicted of crimes encompassing sexual assault, armed robbery, rape, child molestation, production or possession of child pornography, trafficking humans, drug possession with the intent to sell or drug distribution.

6. The individual has a U.S. conviction for espionage, sabotage, treason, terrorism or murder.

7. The individual is a registered sex offender.

8. The individual has a felony conviction within the last 10 years, regardless of the offense or violation.

9. The individual has been convicted of a felony firearms or explosives violation.

10. The individual has engaged in acts or activities designed to overthrow the U.S. Government by force.

11. The individual is identified in the TSDB as known to be or suspected of being a terrorist or belonging to an organization with known links to terrorism or support of terrorist activity. When this capability becomes available to DoD, installation access control personnel will strictly follow the Federal Bureau of Investigations published engagement protocols.

*Only Government officials whom the senior commander designates will perform fitness determinations. Designations will be in writing by duty position and codified in local guidance.

DBIDS information required to issue passes/cards.

Stateside license, Personal data Ht/Wt/, Who the sponsor is, finger print/photo.

Before issuing ID cards to new employees or contractors, the standard requires agencies to conduct a background investigation of employees and contractors "who require long-term access to federally controlled facilities and/or information systems." This investigation would include agency initiation of the National Agency Check with Written Inquiries (NACI) or a similar type of national security investigation. In the event credentials are issued without a completed NACI, the ID must be electronically distinguishable from those issued to individuals for whom the investigation has been completed. The Contractor is responsible for meeting Antiterrorism/Operations Security Requirements. All contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete all mandatory training to include Antiterrorism (AT) and Operations Security (OPSEC) training required by government employees and directed by the command.

The contractor and all associated subcontractors’ employees shall comply with applicable installation, facility, and area commander installation and facility access and local security policies and procedures (provided by the Government representative). The contractor shall also provide all information required for background checks to meet installation access requirements to be accomplished by the installation Provost Marshal Office, Director of Emergency Services, or Security Office. The contractor workforce must comply with all personal identity verification requirements 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. The COR is the Point of Contact for all required OPSEC and iWatch training requirements identified in the contract.

PART 2

DEFINITIONS & ACRONYMS

2. Definitions and Acronyms:

2.1 DEFINITIONS:

2.1.1 CONTRACTOR. A supplier or vendor having 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-physical things such as meeting minutes.

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

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

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

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

2.1.10 WORK WEEK. Is defined as Monday through Friday, unless specified otherwise.

2.2 ACRONYMS:

ACOR Alternate Contracting Officer's Representative AFARS Army Federal Acquisition Regulation Supplement AR Army Regulation CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial Off the Shelf DA Department of the Army DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation GFEBS General Fund Enterprise Business System KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance

QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GENERAL. The Government will provide to the contractor for exclusive use in performing requirements of this contract, the following services, facilities, property, equipment, and supplies.

3.1 FACILITIES. The Government will make available to the contractor the facilities to perform the requirements of this PWS. Facilities will be shown during the site survey. The contractor shall take adequate precautions to prevent fire hazards, odors, chemical spills, and vermin.

3.1.1 Adequacy of Government-Owned Facilities. Any structural change required to make the Government-owned facilities adequate for contractor operations shall be made by the Government and must be approved by the COR before implementation by the contractor.

Facilities shall be returned to the Government in like or better condition than received (allowing for reasonable wear and tear), except that any structural improvements shall become the property of the Government. Such office space will include heat, light, ventilation, and electric current, at no cost to the contractor.

3.1.2 Common-Use Areas. Certain areas of the Government Furnished Facilities under the contract will be designated by the COR as Common-Use Areas to be shared by both Government and contractor personnel. Examples of shared areas are the rest rooms. The contractor shall utilize these Common-Use Areas in a clean, neat, orderly, and sanitary manner.

3.2 PARKING. The Government will furnish shared parking space for contractor employees’ privately-owned vehicles on a first-come first-served basis. Contractor employees will not have designated parking spaces.

3.3 OFFICE FURNITURE. The Government will have furniture available for contract personnel.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all services required to perform work under this contract that are not listed under Section 3 of this PWS.

PART 5

SPECIFIC TASKS

5. GENERAL.

SCOPE. Financial Management School Scope. The Contractor shall deliver FMS technical, analytic and strategic subject matter expertise (SME) in the development of training strategy plans that fully address the US Army Learning Model (ALM). Within these training strategy plans, the contactor shall address modern training strategies, programs, processes, structures, training, and training systems as it directly relates to the Army-wide FM Transformation (AFMO), ALM, CTSSB, and GFEBS training/implementation considering each of the DOTMLPF- p areas. This will include the following tasks: needs analysis, courseware evaluation, incorporation of adult learning models, integration of educational technology, incorporation of the tenets of Army Learning Concept 2015. Specific Tasks are outline in paras

5.1 thru 5.2.

Primary Objective: The Contractor must provide strategic-level analyses and support in concert with ALM methodology, AFMO construct and synthesize associated FMS campaign objectives, training integration and monitor GFEBS dL course development—for Career Management Field (CMF36) and Career Program (CP11).

General Objective: The Contractor shall deliver actionable training strategies (plans/blueprints) with multiple options/courses of action to address ALM concepts and directives for the Army Financial Management School's course offerings and training products. Identify issues that directly and indirectly affect the planning, development, and implementation of GFEBS, GFEBS-related training, and GFEBS impacted training, and make recommended courses of action. Develop creative and innovative training delivery techniques applicable to the FMS training products with a focus on GFEBS products. Recommendations will be provided to the government task lead (GTL) for review and approval of all products and reports directed.

• Develop this project from original concept through final implementation considering each of the DOTMLPF-P areas as needed.

• Develop interfaces with all areas affected by the project including end users, computer services, and client services.

• Define the entire project scope and objectives.

• Develop detailed work plans, schedules, project estimates, resource plans, and status reports.

• Conduct project meetings and is responsible for project tracking, analysis and status reports.

• Ensure adherence to quality standards and reviews project deliverables.

• Manage the integration of vendor tasks and tracks and reviews vendor deliverables.

• Recommend and take action to direct the analysis and solutions of problems.

• Validate and deliver GFEBS-related products.

5.1 Reporting: The Contractor shall develop informative reports that show course-by- course progress towards ALM, resources consumed or identified, showstoppers, delays, and complete timetables/milestones. Routine reporting requirements will be established in order to (IOT) keep the FMS and SSI leadership informed at all times. Occasionally, no notice or short notice briefings are to be expected IOT provide a snapshot of ALM compliance. Deliverable: Prepare periodic progress reports.

5.2 The Contractor shall make recommendations for the purpose of adopting technology solutions to the full complement of FMS education and training products and for implementing the chosen initiatives and training enhancements outlined in the approved ALM Implementation Plan. Deliverable: Written recommendations for the purpose of adopting technology solutions to the full complement of FMS education and training products.

5.3 Doctrine Integration: The Contractor shall perform an in depth analysis on all Financial

Management doctrine, specifically FM 1-06, to determine where GFEBS impacted functions, and any other material should be appropriately addressed. The contractor will continuously stay abreast of FM contingency operations, to include best practices, and make recommendations for revising our FM Tactics, Techniques and Procedures (TTPs).

Deliverable: Written "Doctrine" analysis with recommendations for change/edits.

5.4 Organizational Integration: The Contractor shall perform an in depth analysis on the current and forecasted Financial Management organizational structure, and provide a comprehensive report that provides creative organizational solutions for addressing the impact of GFEBS, emerging technologies, and operational best practices. Deliverable:

Written "Organizational" analysis with recommendations for optimizing FM structure.

5.5 Materiel Integration: The Contractor shall perform an in depth analysis on the existing

Financial Management systems to include the FM Training Database (FMTDb). The contractor will provide a written report that identifies the impact of GFEBS and any other emerging technologies on the FMTDb, and the current processes our FM community currently uses. As GFEBS subsumes systems currently in use by our FM community, the contractor will identify the impacts and offer strategic recommendations for action.

Deliverable: Written "Materiel" analysis with recommendations for action.

5.6 Facilities Integration: The Contractor shall perform an in depth analysis on the Financial

Management School's existing facilities to include the Warrior Training Area. Based on the FMS current training, and forecasted future training, the contractor will provide written near-term, mid-term, and long- term facilities plans and the associated actions and rough order of magnitude estimates. Deliverable: Written "Facilities" analysis with recommendations for near-term, mid-term, and long term facilities.

5.7 GFEBS and ALM Integration. The Contractor shall perform an in depth analysis on the impact of GFEBS on our FM processes and TTPs. Contractor will provide a written recommendation for the purpose of integrating GFEBS tasks into the full complement of FMS Education and Training Products. Additionally, the contractor will leverage ALM concepts that are best suited for integrating GFEBS, and conducting the full complement of FMS Education and Training Products. Deliverable: Written analysis with recommendations for adding GFEBS courseware to our training products, and leveraging ALM concepts that are best suited for the training intent/delivery.

5.8 GFEBS Rapid Data Staging Capability. The contractor will support FMS' effort to use a rapid data staging tool that allows for the rapid development of GFEBS exercises using a GFEBS training delivery environment (TED) or GFEBS sandbox, as well as identify other innovative ways to use the tool for training development.