Draft_SOS_PWS.pdf

Draft as of 29 Oct 2015

PERFORMANCE WORK STATEMENT (PWS)

UNITED STATES ARMY RESERVE COMMAND

FAMILY PROGRAM DIRECTORATE SURVIVOR OUTREACH SERVICES (SOS)

Part 1

General Information

1. GENERAL: This is a non-personal services contract to provide Survivor Outreach Services (SOS) for the Army

Reserve Family Programs (ARFP) Directorate. The Government will not exercise any supervision or control over 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 qualified personnel staff, equipment, supplies, materials, supervision, and other non-personal services necessary to execute services for the Survival

Outreach Services (SOS) Program as defined in this Performance Work Statement (PWS) except for those items specified as government furnished property and services. The Contractor shall perform to the standards in this contract.

1.2. Background:

1.2.1. History. Since September 11, 2001, events in the world and throughout the military have transformed the

Army Reserve in many ways. ARFPs have also undergone a transformation to meet the needs of increased mobilizations and the demands of an Operational Force vice a Strategic Reserve within the Army. ARFP implements services in support of military operations, Army Soldier Family Action Plan, and the Army Family

Covenant. Current AR staffing is insufficient to meet demands imposed by the operational tempo of the Army's current missions.

1.2.2. The SOS program will provide short term and long-term case management, (network of providers);

coordinate benefits counseling; provide financial literacy education; legal assistance referrals; personalized and integrated web-based support; one-stop service provider; service delivery based on specific individual needs and support. The ARFP is required to provide services as long as the surviving Family member wants/needs support.

1.2.3. The SOS provides substantial support to the Casualty Assistance Officer to ensure Families receive the most current information and access to long-term financial and emotional support until the Survivor desires to discontinue services. In addition, the Army Reserve SOS staff will provide awareness education to the command and the local military community regarding the needs of Survivors in efforts to maintain linkage between Survivor and the Army.

1.3. Objectives: The Contractor shall provide qualified personnel (SOS Program Manager (PM), SOS Support

Coordinators and Certified Financial Counselors) to fulfill contract standards and requirements. The SOS program will help foster Survivor resilience, assist in accessing entitled benefits, and ensure Surviving Families feel they belong to the Army Family for as long as they desire.

1.4. Scope: The Army has developed a holistic multi-agency and multi-component strategy to centralize casualty operations and decentralize programs and services. The proponent for the Army Reserve Survivor Outreach

Services Program is the Army Reserve Family Programs Directorate (ARFPD). Services shall be provided across all components and at the installation level to reach Reserve Component and other geographically dispersed

Families of Fallen Soldiers, regardless of the component, closest to where they reside. This includes service to surviving Family members of Active Duty, National Guard Man Day (M-Day), and USAR Troop Program Unit

(TPU) Soldiers, veterans, and retirees. The Contractor shall staff each identified task area; initiate cross training;

execute the transition and accountability of Government Furnished Property and Equipment; ensure staff receipt of

Furnished Property and Equipment accountability; and be knowledgeable of all Army Reserve Security access requirements (building and computer access).

1.4.1. The Contractor shall establish resources to enhance the Survivor’s adaptation to loss, as well as, promote management of Survivor emotions; rebuild lives, and connect with and receive supportive services from military and community agencies for as long as they desire. The Contractor shall provide:

1.4.2. Case Management and Non-Clinical Support. The Contractor shall focus on enhancing the Survivor’s knowledge, skills, and abilities to manage their grief, foster resilience and well-being, and rebuild their life. The

Contractor shall outreach to each Survivor to establish working relationships by providing individualized assessments tailored to Survivor’s need and response to loss. Services shall include, but are not limited to, information, referral, and follow-up; monitoring Survivor benefit milestones and assistance in managing the

Survivor’s benefit transitions; connecting Survivors with nongovernmental organizations, counseling services, and other Survivor support groups; coordinating access to, or providing life skills education and administrative support.

The Contract shall document communications in prescribed and approved Army and Army Reserve electronic data and case management tracking systems.

1.4.3. Financial Education. The Contractor shall provide financial education information, guidance, and referrals to increase financial literacy and resolve issues impacting Survivor milestone management and stability. The

Contractor shall assist Survivors with long-range financial planning to help Survivors plan and prepare for transitions in benefits, enhance money management skills, make informed benefit decisions, and stabilize or improve their current financial situation. In addition, the Contractor shall augment command financial readiness efforts by conducting pre-deployment briefings and financial literacy training to promote Soldier and Family preparedness in the event of loss of a loved one. Topics include, but are not limited to, budgeting, money management, estate planning, investing, retirement savings, Survivor benefits, college saving plans, insurance, dental, and TRICARE.

1.4.4. Community Outreach. The Contractor shall enhance their knowledge about community resources and capabilities to establish an available pool of resources to provide timely support to Survivors in communities closest where they reside. The Contractor staff shall develop partnerships and sustain collaborative working relationships with Government, counseling, social service agencies; veteran’s organizations; public and private organizations providing specific services to support the Survivor’s ability to cope with loss and rebuild social networks within the community.

1.4.4.1 Outreach marketing efforts to generate information on community, military and Non-Governmental

Organization (NGO) resources shall include, but are not limited to, communicating with military and non-military audiences to promote Survivor needs; establishing working relationships with Chaplains, Military One Source, Military Family Life Consultants, Legal, Hospital, DEERS, housing, etc.

1.4.4.2. The contract shall market SOS events through Survivor support agencies, social media, other ARFPD and

SOS component staff.

1.4.5. The Contractor shall serve as a long-term advocate in helping Survivors navigate through various military and community agencies to bring resolution to issues and concerns.

1.4.6. The Contractor shall provide substantial support to the Casualty Assistance Officer to ensure Families receive the most current information on benefits and entitlements and have access to long-term financial and emotional support. SOS services are available to all Survivors until the Survivor desires to discontinue services.

1.4.7. The Contractor shall employ case management practices and follow critical command incident reporting and duty to warn protocols IAW SOS manuals and ARFP directives. The Contractor shall document all intake and case management information in formats applicable to ARFP directives and Army Community Service (ACS) policies and procedures. In addition, the Contractor shall ensure personnel have access to the Defense Casualty Information

Processing System (DCIPS) to execute applicable case management documentation and support. Contractor shall adhere to all Privacy Act and Health Insurance Portability and Accounting Act (HPAA) policies.

1.5. Period of Performance: The period of performance shall be for one (1) 30 Day Phase In; one (1) Base year of

11 months and two (2) 12 month option years. The period of performance reads as follows:

1.6. Quality Control.

1.6.1. Quality Control Plan: Quality Control shall be conducted in accordance with the Federal Acquisition

Regulation (FAR) 52.246-1, Contractor Inspection Requirements. The Contractor shall establish and maintain the quality of products and services IAW Federal Acquisition Regulation (FAR) Subpart 46.105, Quality Assurance, Contractor Responsibilities, with a Quality Control Plan (QCP) to ensure that the work performed under this award conforms to the PWS requirements. The Contractor shall develop and maintain an effective quality control program to ensure services are performed IAW this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. The Contractor shall develop a QCP to guide implementation of a comprehensive program of inspections and monitoring actions.

An electronic copy of the QCP shall be provided to the Contracting Officer (KO) and Contracting Officer

Representative (COR) for review not later than ten (10) days after the issuance of contract award. The QCP must be approved by the KO. At a minimum, the QCP shall include:

1.6.1.1. A process for preventing, identifying, and resolving conflicts of interest and appearances of impropriety in the performance of this PWS IAW organizational policies and/or standards.

1.6.1.2. A description of the Contractor’s Quality Control (QC) system. The system will cover all services and specify work to be inspected on a scheduled or unscheduled basis, position(s) and qualifications for personnel performing the QC inspections, and the extent of their authority.

1.6.1.3. Provisions for recording the results of inspections and for recording corrective action taken and a process to establish and maintain accountability of Government Furnished property (GFP).

1.6.1.4. A plan for scheduled performance evaluation meetings that include performance indicator trends.

1.6.1.5. Provisions to update and revise the QCP during periods of performance.

1.6.1.6. A file of all QC inspections both unscheduled and scheduled, inspection results, dates and details of corrective actions taken shall be maintained by the Contractor. The Contractor shall submit an electronic copy of the monthly QC inspections with the invoice for payment each month, along with a summary of defects observed and corrected. This file, using software approved by the COR shall become the property of the Government. The complete QC file, organized by month and year, and packaged in boxes for storage, shall be turned over to the COR within thirty (30) days following completion of each period of performance and/or termination of this award.

1.6.2. Quality Assurance. The government will evaluate the Contractor’s performance under this contract IAW the

Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed IAW the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.2.1. The Government will evaluate the effectiveness of the Contractor’s performance at its discretion IAW the

QASP. The Government’s QASP is not a substitute for QC by the Contractor. All costs associated with rework are the responsibility of the Contractor. The Government reserves the right to choose the inspection methods to implement the QASP and to vary the inspection methods utilized during the work, without notice to the Contractor.

1.6.2.2. Performance Evaluation Meetings. To minimize schedule risks and evaluate work performance, the onsite-contract PM (or Alternate PM in absence of the PM) shall communicate daily with the COR/SOS Program

Manager, in-person, telephonically, or via email under the PWS. . The COR, as applicable, will prepare and distribute minutes of each meeting.

1.6.2.3. All reports must be verified by the COR.

1.6. 3. Health and Safety.

1.6.3.1. Accident/Emergency Reporting: Current emergency telephone numbers will be provided to the Contractor prior to the contract start date. In the event of an accident or emergency, the Contractor shall report to the KO and

COR within 24 hours of any accident involving work-related injury, motor vehicle accidents or non-vehicle property damage accidents. The Contractor shall cooperate fully with and assist Government personnel in conducting accident and mishap investigations arising from any work or other activity performed under or related to this contract. The Contractor shall utilize forms to report accidents IAW the Army Reserve Safety Manual, Incident

Reporting System and Investigation Procedure.

1.6.3.2. Safety and Fire Hazard Requirements: Procedures for compliance with all applicable fire codes, and inspections by fire prevention personnel.

1.6.3.3. Safety Reporting: Procedures for investigating, reporting on, and maintaining records of accidents and mishaps resulting in death, traumatic injury, loss of work, occupational disease, or property damage arising out of the performance of this contract.

1.6.4. Recognized Holidays:

New Year’s Day - 1st day of January

Martin Luther King Jr.'s Birthday - 3rd Monday of January

Presidents Day - 3rd Monday of February

Memorial Day - last Monday of May

Independence Day - 4th day of July

Labor Day - 1st Monday of September

Columbus Day - 2nd Monday of October

Veteran Day - 11th day of November

Thanksgiving Day - 4th Thursday of November

Christmas Day - 25th day of December

1.6.5. Hours of Operation: Contract personnel shall be onsite during respective organization’s normal business hours/duty day at assigned performance locations IAW Paragraph 1.6.6. Normal duty hours may vary from each

Army Reserve or installation performance location, but generally include an 8-hour work day between 7:00 AM -

6:00 PM. Contractor shall also provide coverage for non-standard work week (which may include evening and weekend hours) to support Army Reserve Family Programs. Exceptions include Federal holidays or when the

Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. Performance of assigned tasks may require evening and weekend work as deemed necessary to accomplish contract mission requirements.

1.6.6. Place of Performance. The Contractor shall provide SOS program services Army-wide at designated

Continental United States (CONUS) performance locations within assigned Areas of Responsibilities (AOR) identified below. Note: Due to restructuring of the Army Reserve, unit movement may dictate relocation of the performance location within the assigned AOR to meet mission requirements. Any decision whether to relocate contractor staff will be the decision of the contractor. Relocation of Contractor personnel shall be at no expense to the Government. A change in the total number of positions and/or reclassifications will require a modification. All task areas (Task Area 1: Support Coordination; Task Area 2: Financial Counseling; Task Area 3: Program

Administrative Support Services; Task Area 4: Training; and Task Area 5: Client Surveys) specified in Part 5, Specific Tasks, shall be executed at each location IAW table below. Survivor cases shall be assigned to SOS

Support Coordinators and supported by Financial Counselors by select geographic county coverage areas instead of by area of responsibility. Efforts to augment Army Reserve command financial readiness and Family Programs

Directors/Coordinators training missions shall be executed by Financial Counselors per assigned area of responsibility. Contract management oversight for execution of all tasks will be performed IAW Paragraph 1.6.8.4 as specified in Part 5 Performance locations and AORs follow:

Task Areas USARC HQs/Regional Support Command Areas of

Responsibility (AOR) Location

Program

Manager USARC HQ Fort Bragg, NC

Task Area 1 and 2

63d RSC

TX, OK, AR

Houston, TX

Task Area 1 and 2

63d RSC

Southern CA, AZ

Los Angeles, CA

Task Area 1 and 2

63d RSC

Northern CA, NV, NM

Moffett Field, CA

Task Area 1 and 2

81st RSC

NC, KY, TN

Charlotte, NC

Task Area 2

81st RSC

SC, GA

Fort Jackson, SC

Task Area 1 and 2

81st RSC

Northern/Central FL

Orlando, FL

Task Area 2

81st RSC

South FL, PR, US VI

Miami, FL

Task Area 1 and 2

81st RSC

LA, MS

Belle Chase, LA

Task Area 1 and 2

88th RSC

WI, MN, IA, MI

Fort McCoy, WI

Task Area 1 and 2

88th RSC

IL, IN, MO, OH

Darien, IL

Task Area 1 and 2

88th RSC

KS, NE, ND, SD

Wichita, KS

Task Area 1 and 2

88th RSC

UT, CO,WV

Salt Lake City, UT

Task Area 1 and 2

88th RSC

WA, OR, ID, MT

Marysville, WA

Task Area 1 and 2

99th RSC

ME, MD, NH, NY, VT

Rochester, NY

Task Area 1 and 2

99th RSC

DE, PA,VA

Coraopolis, PA

Task Area 1 and 2

99th RSC

MA, CT, NJ, WV, RI

Fort Dix, NJ

Task Area 1 and 2

81st RSC

AL,GA

Decatur, GA

Task Area 1

81st RSC

Tampa

Tampa, FL

Task Area 1 9 MSC, American Samoan

Island

American Samoan Island

Note: Per Part 5, Task Area 3: Program Administrative Support Services; Task Area 4: Training; and Task Area 5:

Client Surveys, will be performed in all areas.

1.6.7. Security Requirements:

1.6.7.1. The Contractor shall safeguard information of a confidential or sensitive nature. Failure to safeguard any privileged information which may involve the Contractor or the Contractor's personnel or to which they may have access may subject the Contractor and/or the Contractor's employees to criminal liability. Provisions of the Privacy

Act apply to all records and reports maintained by the Contractor. All records, reports, evaluations and documents shall become and remain the property of, and subject to, the exclusive control of the U.S. Government. All reports and documents prepared by the Contractor and Contractor employees in the fulfillment of duties under this contract shall become and remain the property of the U.S. Government. In accordance with AR 25-2, the following shall occur:

1.6.7.1.1. Personnel hired and assigned to the HQ, USAR location at Fort Bragg shall obtain and possess a current

Interim Secret or SECRET clearance upon award of contract as a condition of employment per PWS 1.6.6. A

Secret clearance shall be maintained for the duration of the contract. Required documents for the PM and Alternate

PM will be processed by the Contractor’s Facility Security Officer (FSO) or Contractor Security Representative

(CSR) to secure required clearance. Contract personnel designated as the PM, and the contractor employee identified to act as Alternate PM shall be required to submit a National Agency Check with Local Agency Check and Credit Check (NACLC) investigation facilitate access to the USARC Headquarters, Fort Bragg, NC. The DD

Form 254, DOD Contract Security Classification Specification is attached as Technical Exhibit 4.

1.6.7.1.2. Other key SOS Contract personnel not assigned to the Fort Bragg performance location, in accordance with AR 25-2, DoDI 1402.5, PL 101-647, AR 608-10, contract personnel shall obtain, at minimum, a National

Agency Check with Written Inquiries (NAC-I), Childcare National Agency Check with Inquiries (CNAC-I). The

C-NACI is also known as the National Agency Check and Inquiries (NACI) with State Criminal History Repository

(SCHR) checks. All Contractor personnel shall also obtain an Installation Record Check (IRC). It may take as long as six weeks for a favorable IRC and up to 75 days for a CNAC-I to be adjudicated. Clearances, IRC, and CNAC-I shall be maintained by the Contractor for the duration of the contract.

1.6.7.1.3. The Contractor’s FSO or designated CSR shall submit required employee documentation through Security

Offices (TE-4) at the Army Reserve facility performance locations in 1.6.6. For contract personnel not assigned to

Army Reserve facilities, the FSO or designated Contract Security Representative shall contact the USARC Security

Office for processing instructions.

1.6.7.1.4. The Contractor’s FSO or designated CSR shall provide contract personnel security documentation (ex-

Finger print cards and SF85 Questionnaire for Non-Sensitive Positions) to the performance location Security

Officer for processing to initiate receipt of an adjudicated NAC-I, CNAC-I, and IRCs. Contractor shall ensure compliance with Homeland Security Presidential Directive 12 (HSPD-12).

1.6.7.1.5. Contract personnel determined to have a favorably adjudicated NAC-I, CNAC-I, and IRC shall be instructed by FSO that their CAC will be processed by the SOS COR/Trusted Agent. All required documents to access AR and SOS mission specific automation systems shall be completed no later than thirty (30) calendar days after phase-in period. Examples include DOD Cyber Awareness Training, Defense Casualty Information

Processing System (DCIPS), etc.

1.6.7.2. The PM (identified in 1.6.6) shall possess an interim SECRET or current Secret security clearance at award of contract phase-in period and maintain a Secret clearance throughout the contract’s period of performance.

Contract PM shall commence on-site duties at the performance location upon first day of contract phase-in.

1.6.7.3. The Support Coordinators (identified as Task Area 1 in 1.6.6) and the SOS Financial Counselors (identified as Task Area 2 in 1.6.6) shall meet the security requirements for access to Army Reserve buildings, units, networks, and Government databases such as DCIPS to perform task as described in this PWS. The Contractor shall be required to comply with existing security regulations, directives and in-processing procedures.

1.6.7.3.1. Contractor personnel performing work under this contract shall, at a minimum, possess a favorably adjudicated NAC-I, CNAC-I, and IRC prior to commencement of work. Contract staff shall adhere to in-processing security requirements of Army Reserve facilities outside of the Army Reserve Headquarters (Fort Bragg, NC). The

Contractor’s (FSO or designated CSR) shall submit required employee in-processing documentation through

Security Office POCs at the Army Reserve facility performance locations in 1.6.6. At the conclusion of the 1st month of the base year, contract personnel shall be fully in-processed and “ready to work at assigned locations. For any site with personnel vacancies greater than 10 days on the sixty-first day (61 days) after the base year performance period begins, the Contractor shall agree not to charge the Government for unfilled vacancies by applying a discount to the monthly invoice.

1.6.7.3.1. Replacement personnel added to the contract due to staff turnover or backfills shall meet the same requirements upon hire as referenced in paragraphs 1.6.7.1, and 1.6.7.3. The Contract shall notify COR of impending vacancies within five days (5 days) of confirmation from personnel.

1.6.7.4. Obtain a Contractor Common Access Card (CAC). A Common Access Card (CAC) is required by SOS

Contract Employees to access to AR computer networks to complete SOS mission essential functions and shall be obtained within the first thirty (30) calendar days of in-processing. Prior to sending the Trusted Associate

Sponsorship System (TASS) application and CAC request letter to the Trusted Agent (TA) and COR, the

Contractor’s FSO or designated CSR shall ensure that a favorably adjudicated NAC-I, CNAC-I, and IRCs has been completed.

1.6.7.4.1 The government issued credential, the CAC, is the property of the U.S. Government and shall not be retained by the cardholder upon expiration, replacement, or when the DoD affiliation of the employee has been terminated. The Contractor shall ensure the government issued credential is retrieved/ returned to the issuing

Trusted Agent. Unauthorized possession of an official credential, like a CAC, can be prosecuted criminally.

1.6.7.5. Employee List. The Contractor shall maintain and submit, to the COR, an employee list of all personnel designated as SOS contract personnel, within five (5) business days after contract award, validating security documentation submission by the Contractor to the identified AR Security Officer(s). The Employee list shall contain: contract personnel full name, social security number, date and name of Security POC who accepted documents. This Employee list shall include a separate section, with full social security number identifying and validating the status of new/potential contract hire personnel submitted through the Army Reserve Security POC pending a favorable adjudication. The Contractor shall provide an updated list monthly thereafter, when any change in personnel occurs such as staff resignations and new staff\ additions, within five (5) business days. List of Army

Reserve Security POCs supporting performance location in-processing is provided at Technical Exhibit 5.

1.6.7.6. Contractor shall complete and submit the Trusted Associate Sponsorship System (TASS) applications for receipt of Common Access Cards (CAC) for all personnel performing under this contract IAW paragraph 1.6.7.4, within first 30 calendar days of in processing. Contract personnel are required to carry their CAC at all times while on Federal Installation/Army Reserve facilities or while otherwise performing duties associated with this contract.

Lost CACs should be reported immediately to Contractor to ensure proper accountability or returned to the COR when contract personnel employment terminates with the Contractor.

1.6.7.7. Contractor personnel shall obtain the prescribed employee identification badges and vehicle registration decals or passes required for entry to the installation/Army Reserve Centers and controlled access areas. The

Contractor shall ensure that its personnel, who are no longer assigned to perform work under this contract, turn in vehicle registration decals and passes and employee identification badges to the COR or designated representative prior to the close of business on their last working day.

1.6.7.8. 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 IAW DoD, Army and local policy and guidance as applicable.

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

1.6.7.10. The Contractor shall report any occurrences of lost or duplicate keys to the Contracting Officers

Representative as soon as they become aware of any such loss or duplication. In the event keys are lost or duplicated, all locks and keys for that system must be replaced by the government and the total cost deducted from the monthly payment due the Contractor. The Contractor shall prohibit the use of government issued keys by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by

Contractor employees to permit entrance of unauthorized persons.

1.6.8. Special Qualifications: The Contractor is responsible for ensuring all contract personnel possess and maintain the qualifications to perform contract functions.

1.6.8.1. The Contractor shall ensure all employees assigned to the SOS contract possess and maintain qualifications for assigned task areas as required by this contract. The Contractor shall meet or exceed the following minimum acceptable employee qualifications for the positions and functions required to perform work in the PWS:

1.6.8.2. Support Coordinator - (Task Area 1, Paragraph 1.6.6.) Personnel shall possess a minimum of a baccalaureate degree in the behavioral sciences (i.e. social work, psychology, counseling, sociology) from an accredited college. Three years of experience in a social service or counseling related environment. Two (2) years of experience shall involve planning, organizing work and analyzing issues to identify significant problems and solutions. Candidate shall possess communication skills to effectively educate, brief, and tailor presentations for diverse audiences.

1.6.8.3. Certified Financial Counselor - (Task Area 2, Paragraph 1.6.6.) Personnel shall possess a minimum of a baccalaureate degree from an accredited college and shall have a National Certification as an Accredited Financial

Counselor (AFC) with a minimum of two years of experience as an AFC. Other credentials such as the Certified

Financial Planner (CFP) or a Chartered Financial Consultant (ChFC) are acceptable to meet the National

Certification requirements. Financial certifications should be kept current, at no expense to the Government, and documentation furnished, upon request to the COR. Candidate shall possess communication skills to effectively educate, brief, and develop training presentation curriculum to conduct presentations for diverse audiences.

1.6.8.4. Program Manager (PM) - (IAW Paragraph 1.6.6.) The Contractor shall provide one (1) lead position to exclusively perform program management specific tasks IAW mission requirements at USAR HQ, Fort Bragg, NC.

Personnel shall possess a minimum of a Masters degree in the human services related fields or behavioral sciences

(i.e. social work, psychology, counseling, sociology) from an accredited college.

1.6.8.4.1. Contract PM shall possess five (5) years experience in administration and operation of social service programs, within the last 7 years, to the nature and extent that the experience shall be that individual is capable of effectively managing a complex program with multiple geographic performance locations. Three (3) of the five years (5) of experience shall have been managing/supervising employees delivering direct social services, such as

Family advocacy, case management and financial counseling; and mental health and bereavement counseling, which provides a foundation to understand policies, programs and guidance to support Survivors, Soldiers, and military connected Families. Two (2) years of experience shall be in planning, organizing work and analyzing issues to identify significant problems and solutions.

1.6.8.4.2. PM shall possess excellent communication, interpersonal, organizational and analytical skills. PM shall have a working knowledge of word processing and integrated software applications. PM shall be able to work independently to do the following: oversee and capture requirements from SOS Support Coordinators and SOS

Financial Counselors performing mission specific tasks referenced in Part 5 of PWS; recommend sound solutions to resolve technical and administrative problems within the scope of this effort.

1.6.8.4.3. Alternate PM assigned to back fill the Contract PM shall meet the same education and security requirements of the PM. Alternate PM shall possess a combination of five (5) years of experience providing direct social services or managing employees in delivering direct social services such as Family Advocacy; case management and financial counseling; and mental health and bereavement counseling which provides a foundation to understand policies, programs and guidance to support Survivors, Soldiers, and military connected Families.

Two (2) years of experience shall be in planning, organizing work and analyzing issues to identify significant problems and solutions. Alternate PM shall be a current contract personnel member to ensure familiarity with SOS protocols and access to SOS specific databases and case management files to quickly respond to government inquiries impacting AR staff contract performance.

1.6.9. Contract employees shall complete, maintain, and submit annual required certificates of completion IAW timelines indicated below. COR shall post applicable certificates on the SOS Share Drive not later than five (5) days after completion.

1.6.9.1. Antiterrorism (AT) Level I Training. All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within five (5) calendar days from date of employment. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR. AT Level I awareness training is available at the following website: https://atlevel1.dtic.mil/at.

1.6.9.2. All contractor employees with access to a government information system shall be registered in the ATCTS

(Army Training Certification Tracking System) at commencement of services, and shall successfully complete the

DOD Information Assurance Awareness (DOD Cyber Awareness Challenge) prior to access to the information systems and then annually thereafter. Certificates shall be submitted within fifteen (15) calendar days from date of employment and uploaded on the AR SOS Share Drive by the Contract PM. PM shall provide copies to the

COR/SOS PM.

1.6.9.3. For Information Assurance (IA)/Information Technology (IT). All contractor employees and associated sub-contractor employees shall complete the DoD IA awareness training (DOD Cyber Awareness Challenge), within fifteen (15) calendar days from date of employment, before issuance of network access, and annually thereafter. Contract shall log-in to Army Knowledge Online (AKO), then ALMS to search for Cyber Awareness

Challenge.

1.6.9.4. OPEC Training. Per AR 530-1, Operations Security, the Contractor shall complete Level I OPSEC training within thirty (30) calendar days of their reporting for duty, and annual OPSEC awareness training thereafter.

Contractor shall log-in to AKO, then ALMS to search for OPSEC.

1.6.9.5. iWATCH Training. The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within thirty (30) calendar days of contract award and within thirty (30) days of new employees commencing the base year with the results reported to the COR NLT forty-five

(45) calendar days after contract award.

1.6.9.6. Threat Awareness Reporting Program. Per AR 381-12 Threat Awareness and Reporting Program (TARP), contractor employees with security clearances shall receive annual TARP training by a CI agent or specified trainer.

1.6.9.7. Personal Identifiable Information (PII) - within fifteen (15) calendar days from date of employment.

1.6.9.8. Army Family Team Building Online Training - Levels I, II, and III - thirty (30) calendar days from date of employment.

1.6.9.9. Casualty Notification Officer (CNO)/Casualty Assistance Officer Training, -- Complete in person within one hundred and twenty (120) calendar days of employment at performance location or training site closest to performance location..

1.6.9.10. Defense Casualty Information Processing System (DCIPS) – within fifteen (15) calendar days of receipt of

Common Access Card – Contract personnel shall complete and submit the DD Form 2875, System Authorization

Access Request (SAAR) through Contract Program Manager to COR and complete online DCIPS registration form.

No certificate required. Receipt of CAC is required prior to submission of request for DCIPs access.

1.6.9.11. Review the SOS Operations Manual (posted on SOS group page, http://www.SOS.army.mil within fifteen

(15) days of employment. Review of this manual will be monitored by the PM.

1.6.10. 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 FAR Subpart 42.5. The KO and/or COR will meet at a minimum, quarterly, IAW AR 70-13, paragraph 4-4 b. (1), with the Contractor to review the Contractor's performance. At these meetings the KO and/or COR will apprise the Contractor of how the government views the Contractor's performance and the Contractor shall 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.

1.6.11. 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 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 http://www.sos.army.mil/ price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.12. Personnel. The Contractor shall provide an appropriately sized workforce possessing the requisite skills, knowledge, abilities, training, licensing, and certifications (in compliance with all federal, state, and local laws, DoD, Army and local regulations, and industrial standards, etc.) to provide continuity of care to meet mission requirements at performance locations to support areas of responsibilities.

1.6.12.1. Key Personnel. For the purpose of this requirement, the PM, Alternate PM, Support Coordinators, and

Financial Counselors are considered key personnel. Contractor shall re-fill PM vacancies within five (5) business days and re-fill Support Coordinator and Financial Counselor vacancies within ten (10) business days with personnel possessing adjudicated NAC-I, CNAC-I and IRC prior to beginning work.

1.6.12.2. SOS Staff Roster. A roster of assigned contract personnel by performance location shall be submitted electronically to the COR, within thirty (30) calendar days after contract award, identifying ready to work personnel in receipt of a favorably adjudicated NAC-I, CNAC-I, and IRC and updated monthly thereafter by the 5th day of each month. This roster shall include a by-name list of personnel by performance location, office address, office telephone number, contract email address, CAC, and DCIPS access status per 1.6.6. SOS PM/COR will distributed list to Installation Management Command (IMCOM) SOS Program and Army Reserve Family Programs

Directors/Coordinators for contact awareness.

1.6.12.3. Contract Program Manager (PM): The Contractor shall provide a PM responsible for the performance of the work in the contract to serve as single point of contact with the COR/SOS Program Manager. The PM shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. The

PM shall be available on-site at the Fort Bragg USAR HQs during an 8 hour day, between the normal duty hours of

7:30 AM - 6:30 PM, Monday through Friday, except Federal holidays or when the government facility is closed for administrative reasons.

1.6.12.3.1. Alternate Contract Program Manager (APM): In the event of PM’s absence of more than five business days, the Contractor shall assign the APM on-site at the Fort Bragg USAR HQs location in PM’s absence. For PM absence less than five business days, the Alternate PM shall serve as the only COR/SOS PM point of contact to support mission critical requests and actions and is not required to be on-site during this time. Contractor will notify

COR/SOS PM of contract PM’s absence of the Alternate PM’s designated period of assignment.

1.6.12.3.2. The APM shall meet the same education and security clearance requirements as required for the primary

PM assigned to the USAR HQs IAW 1.6.6, 1.6.7.1.1 and 1.6.7.1.2. The name of PM and APM shall be provided in writing to the KO and COR no later than (NLT) the day of the contract post award conference.

1.6.12.4. The Contract PM shall be responsible for submission of written summaries, correspondence and reports per personnel tasks as specified in Part 5 to meet PWS deliverables and Army Reserve mission requirements as noted below. Contractor shall review and verify staff outreach marketing and training plans to ensure efforts meet the intent of the Army Reserve and are IAW scope to support Survivors in the designated county coverage area, as well as support AR mission related events/training in assigned areas of responsibilities.

1.6.12.4.1. The Contract PM shall work closely with the SOS Program Manager/COR during planning and execution of projects. The COR will be the primary customer interface on all programmatic issues (scheduling commitments, status reporting, etc.) and will be kept fully informed on project and customer issues of any nature. Direct communication between the Contractor and the COR/SOS PM will occur regarding contract technical, regulatory and performance issues.

1.6.12.4.2. The Contract PM shall maintain and monitor staff data input in the designated Army Reserve SOS client case matrix housed on the SOS share point; and oversee and conduct case management reviews with staff

(COR/SOS PM when necessary) to ascertain contract staff workload, case trends, and Survivor issues.

1.6.12.4.3. The Contract PM shall ensure AR SOS staff comply with applicable directives and policies regarding case management. The Contract PM shall work closely with COR/SOS PM to ensure Survivor cases assigned to

AR SOS staff by IMCOM SOS or from other referral sources are appropriately tracked and serviced by AR SOS staff within five (5) calendar days of notification or transfer.

1.6.12.4.4. The Contract PM shall participate in IMCOM G-9 teleconferences to stay abreast of applicable multi-component quality assurance guidance, training, and resources to execute the program. The Contract PM shall engage the AR SOS PM/COR for clarity when outside guidance conflicts with scope of responsibility outlined in the PWS for AR SOS execution.

1.6.12.4.5. Within 48 hours of awareness, Contract PM shall provide written summary of issues/concerns involving

AR SOS field staff elevated by IMCOM SOS, National Guard, or outside agencies to COR/AR SOS PM. This includes submitting command critical incident reports to provide awareness of incidences impacting Survivors

(Suicides, Congressional, Duty to Warn, high visibility cases) which may require higher level leadership notification and/or support intervention.

1.6.12.4.6. Contract PM shall compile, maintain, and provide program metrics, case documentation, and contract staffing level information to the COR upon request or by requested timelines. PM shall review all documents for completeness and accuracy prior to submission to the COR. The PM shall respond to routine correspondence not later than three (3) days from COR request. Response to urgent correspondence shall be provided within 2 hours of notification. Correspondence and reporting request include, but not limited to, ad hoc command reports/quad charts with statistical data; short notice command leadership inquiries; weekly written summaries of SOS staff “good news” stories; and reoccurring information to post on ARFP websites and social media venues to communicate, market, and highlight SOS events and Survivors.

1.6.12.4.7. The Contract PM shall review and verify contract staff travel request submissions to ensure compliance with the PWS scope and contract terms prior to forwarding funding pre-approval requests to the COR per 1.6.13.1, 5.2.1, 5.2.3 , 5.3.3, and 5.3.5. Travel request submissions are to support Survivor outreach and associated events in local designated county coverage areas and mission oriented training events per PWS 5.4.9. Examples of travel request reasons may include, but are not limited to, Survivor outreach visits and CAO “warm hand- offs; hosting, training, or supporting as community events partner to market SOS and Survivor needs. This could include attending Family days, Battle Assembly, Yellow Ribbon, command memorials supporting Families of the Fallen, and Family Programs sponsored activities.

1.6.12.5. The Contractor shall provide trained and “ready to work” employees IAW paragraphs 1.6.7.1.1, 1.6.7.1.2, 1.6.7, and 1.6.8.1. The Contractor shall ensure that employees meet all job requirements, training, security, and other indoctrination requirements. Within thirty (30) days of hire, the Contractor shall ensure contract personnel who have not attended, schedule to attend the Army Reserve Family Programs New Staff Orientation. This unique orientation ensures contract personnel understand ARFP services and programs, support systems, and associated roles in working with other ARFP staff and Family Programs Directors/Coordinators to meet individual needs.

1.6.12.6. COR will initiate and forward an email (for new and replacement hires) to government performance locations points of contacts (POC) (Family Program Directors, Facility Managers, etc.,) to aid contract staff in accessing AR facilities when Contractor notifies COR that personnel have met requirements per 1.6.12.6 prior to commence work. Upon receipt of written assignment notification by the Contractor, the COR will provide the following information to location POCs: name of personnel, arrival time and start date. COR will request identification of POC who will usher Contract personnel in the performance location worksite. COR will copy furnished Contract PM on all email correspondence introducing staff.

1.6.12.7. Identification of Contractor Employees: All contract personnel attending meetings, answering

Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They shall also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.6.13. Travel. The Contractor shall coordinate all SOS contract staff reimbursable and non-reimbursable travel requests with the COR prior to any travel. Contractor shall be authorized reimbursable travel expenses consistent with the substantive provisions of the Joint Federal Travel Regulation (JFTR) and the limitation of funds specified in this contract.

1.6.13.1. Authorized SOS contract staff reimbursable travel will be paid IAW FAR Part 31.205-46, “Travel Costs”.

All SOS contract staff reimbursable travel requests, with estimated expenses, shall be submitted to the COR for pre-approval prior to any travel. Substantiated travel receipts for each traveler must be submitted at completion of travel to validate actual expenses. Travel expenses will be reimbursed at cost only. No fee or profit shall be applied to travel cost.

1.6.13.2. The contractor shall submit a consolidated Travel Cost Report with the invoice in Wide Area Work Flow

(WAWF), by the 15th calendar day of the month, for all reimbursable travel incurred for the previous month, for

COR review. The consolidated Travel Cost report shall contain at a minimum the following: traveler’s name, event/destination address (city and state); departure date and address (city and state); return address/date; travel purpose. Actual receipt for lodging; travel, and subsistence that does not exceed the maximum rate set forth in the

JTR shall be considered to be reasonable. Travel cost will be reimbursed under the appropriate CLIN and corresponding Option Year CLIN.

1.6.13.3. After Action Reports (AAR). Contract PM shall ensure AARs for Contract personnel travel, training, or events are posted on the SOS share drive not later than five (5) business days after traveling, hosting, supporting or conducting any mission required training or event. AAR pertaining to events requested by FPD/FPCs shall be provided to respective requestor within five (5) business days. Registration roster or participant sign-in log shall be included with AARs for trainings/events presented/conducted or hosted by SOS staff. AAR shall be posted in the online AR SOS Share drive library.

1.6.13.4. Travel for Other Training. The Contractor may be required to satisfy travel and training requirements as required in the performance of this contract. Contractor shall be required to attend Army Reserve specific orientation and IMCOM mission specific SOS training. Examples of government training that may require travel include the IMCOM Quarterly SOS Academy, and initial CAO/CNO training, depending upon location. Travel cost will be reimbursed under appropriate CLIN and corresponding Option Year CLIN.

1.6.13.4.1. A consolidated Travel Cost Report for reimbursable travel stated in…