FCS Credentialing PWS_MOS_LSS_CAPM_CGFM_Final.pdf

PERFORMANCE WORK STATEMENT (PWS)

FOR

FINANCE AND COMPTROLLER SCHOOL (FCS)

CREDENTIALING PROGRAM

PART 1 GENERAL INFORMATION

1. General: This is a supply requirement to provide Finance and Comptroller (FC) service members with the study materials to pursue and secure a credential from the menu of options: Microsoft Office Specialist (MOS) Certification, Lean Six Sigma (LLS)-Green Belt and -Yellow Belt, Certified Associate in Project Management (CAPM), and Certified Government Financial Manager (CGFM). The Government shall not exercise any supervision or control over the contract provider.

1.1. Description of Requirement/Introduction: The contractor shall provide study materials and exam vouchers for each credential.

1. Microsoft Office Specialist (MOS) Certification:

Study materials for personnel in either hardcopy or digital (electronic) format, as well as an exam voucher for the student to complete the required certification exam.

- MOS Exam vouchers.

- Study Guides (digital copy)

2. Lean Six Sigma (LLS)-Green Belt and -Yellow Belt Programs:

The LSS-Yellow Belt consists of:

- Certification Six Sigma Yellow Belt (CSSYB) Exam vouchers (digital or hard copy).

- Study Guides (digital copy).

The LSS-Green Belt consists of:

- Certification Six Sigma Green Belt (CSSGB) Exam vouchers (digital or hard copy).

- Study Guides (digital copy).

3. Certified Associate in Project Management (CAPM):

- CAPM Exam vouchers.

- Study Guides (digital copy)

4. Certified Government Financial Manager (CGFM):

- CGFM Exam vouchers.

- Practice exams.

- Study Guides (digital copy)

1.2.1 Background: Army Directive 2015-12 (Implementation Guidance for Credentialing Program and Career Skills Program), 11 Mar 2015. The purpose of this directive is to bolster professional technical competency within Army formations by validating Soldiers’ professional skills, training, and work experience. The Financial Management School will have a menu of mission essential career development credentialing opportunities for their personnel.

1.2.2. The Microsoft Office Specialist (MOS) Certification is a professional certification recognizing a comprehensive understanding of Microsoft Office Suite. The self-directed study materials will prepare the user for the certification examination. Users must complete and pass three (3) associate exams or any two (2) of the three (3) expert exams to earn the MOS credential, Master Track 2: Excel Expert.

1.2.3. Lean Six Sigma-Yellow or Green Belt. The Lean Six Sigma is a methodology that relies on a collaborative team effort to improve performance by systematically removing waste; combining lean manufacturing/lean enterprise and Six Sigma to eliminate the eight kinds of waste.

1.2.4. Certified Associate in Project Management (CAPM) is an entry-level certification for project practitioners. The CAPM demonstrates an understanding of the fundamental knowledge, terminology and processes of effective project management. The exam covers project management areas such as initiation, planning, executing, monitoring and controlling, closing, and professional and social responsibility.

1.2.5. The Certified Government Financial Manager (CGFM) is a certification sponsored by the Association of Government Accountants (AGA) Professional Certification Board and covers the whole field of government financial management—federal, state, and local. Candidates must complete the three examinations that make up the core requirement of CGFM: 1. Governmental Environment; 2: Governmental Accounting, Financial Reporting, and Budgeting; and 3:

Governmental Financial Management and Control.

1.3. Objectives: The objective of this credentialing program is to develop Soldiers and bolster professional, technical competence within Army formations by validating Soldiers professional skills, training, and work experience.

1.4.1. Scope: Vendor will provide the independent study materials for personnel in either hardcopy or digital (electronic) format, as well as an exam voucher for the student to complete the required certification exam.

1.4.2. Credentials.

1.4.2.1. The Microsoft Office Specialist (MOS) Learning and Exam Bundle consist of:

a. MOS Exam vouchers.

b. Study Guides (digital copy)

1.4.2.1.1. The certification is Master Track 2: Excel Expert and consists of:

a. Associate Courses: Microsoft Word 2019

Microsoft Excel 2019 Microsoft PowerPoint 2019

Microsoft Outlook 2019

b. Expert Courses: Microsoft Word Expert 2019 Microsoft Excel Expert 2019

Microsoft Access Expert 2019

1.4.2.2. Lean Six Sigma (LSS) Yellow Belt and Green Belt.

1.4.2.2.1. The LSS-Yellow Belt consists of:

a. Certification Six Sigma Yellow Belt (CSSYB) Exam vouchers (digital or hard copy).

b. Study Guides (digital copy).

1.4.2.2.2. The LSS-Green Belt consists of:

a. Certification Six Sigma Green Belt (CSSGB) Exam vouchers (digital or hard copy).

b. Study Guides (digital copy).

1.4.2.3. The Certified Associate in Project Management (CAPM) consists of:

a. CAPM Exam vouchers.

b. Study Guides (digital copy)

1.4.2.4. The Certified Government Financial Manager (CGFM) consists of:

a. CGFM Exam vouchers.

b. Practice exams.

c. Study Guides (digital copy)

1.4.3. Finance and Comptroller School Scope. Will market and identify potential students for the Credential program.

1.5. Place of Performance: Various.

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.

1.6.2. 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.

1.6.3. Type of Contract: The Government will award a Firm Fixed Price contract.

1.6.4. Security Requirements: Contractor personnel (to include subcontractors) performing work under this contract must have a favorable background investigation to access the non-classified internet protocol router network (NIPRNET).

1.6.4.1. Physical Security: The Contractor shall be responsible for safeguarding all Government equipment, information and property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured.

1.6.5. Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office IAW Federal Acquisition Regulation Subpart 42.5, Post Award Orientation. The KO, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the Government 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.

1.6.6. 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, and specifications; monitor Contractor's performance and notify both the KO 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.

1.6.7 Organizational Conflict of Interest: The KO has not identified any OCIs inherent to this requirement. It is the offeror’s responsibility to notify the KO, prior to submission of proposals, if a potential OCI is identified.

1.6.8 Access and General Protection/Security Policy and Procedures. This standard language text is for contractor employees with an area of performance within an Army controlled installation, facility or area. Contractor employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by Government representative). The contractor shall also 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 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. 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.

PART 2 DEFINITIONS AND 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 SPECIFIC TASKS

5. Specific Task.

5.1. Description of Services/Introduction: The contractor shall provide the eLearning study guides, practice exams where applicable, and exam vouchers for MOS, LSS Yellow Belt and Green Belt, CAPM, and CGFM credentials.

5.1.2. The Financial Management School objective is to (1) market the opportunity (2) identify suitable candidates (3) verify exam completed in a timely fashion.

5.2. Credentials.

5.2.1. The Microsoft Office Specialist (MOS) Learning and Exam Bundle consist of:

a. MOS Exam vouchers.

b. Study Guides (digital copy)

5.2.1.1. The certification is Master Track 2: Excel Expert and consists of:

a. Associate Courses: Microsoft Word 2019

Microsoft Excel 2019 Microsoft PowerPoint 2019 Microsoft Outlook 2019

b. Expert Courses: Microsoft Word Expert 2019 Microsoft Excel Expert 2019

Microsoft Access Expert 2019

5.2.2. Lean Six Sigma (LSS) Yellow Belt and Green Belt.

5.2.2.1. The LSS-Yellow Belt consists of:

a. Certification Six Sigma Yellow Belt (CSSYB) Exam vouchers (digital or hard copy).

b. Study Guides (digital copy).

5.2.2.2. The LSS-Green Belt consists of:

a. Certification Six Sigma Green Belt (CSSGB) Exam vouchers (digital or hard copy).

b. Study Guides (digital copy).

5.2.3. The Certified Associate in Project Management (CAPM) consists of:

a. CAPM Exam vouchers.

b. Study Guides (digital copy)

5.2.4. The Certified Government Financial Manager (CGFM) consists of:

a. CGFM Exam vouchers.

b. Practice exams.

c. Study Guides (digital copy)

5.3. Methods of QA Surveillance. Various methods exist to monitor performance. Regardless of the surveillance method, the COR shall always contact the contractor's program manager or on-site representative when a defect is identified and inform them of the specifics of the problem. The COR shall be responsible for monitoring the contractor’s performance in meeting a specific performance standard/AQL.

The COR shall use the surveillance method listed below in the administration of this QASP: 100% REVIEW of all written deliverables. When applicable, reviews will be accomplished by the Finance and Comptroller School. Reviews will be accomplished to ensure products meet a high standard. Products must be in accordance with terms of the contract. Products, i.e., exam vouchers, study guides and practice exams where applicable, must contain accurate content to enable participants to acquire requisite credentials.

Surveillance results may be used as the basis for actions (to include payment deductions) against the contractor. In such cases, the Inspection of Services clause in the Contract becomes the basis for the KO’s actions.

The COR shall use the surveillance method listed below in the administration of this QASP: 100% REVIEW of all written deliverables. When applicable, reviews will be accomplished by the Finance and Comptroller School. Reviews will be accomplished to e...