Attachment_B_Sample_Task_Order_PWS.pdf

TASK 1 - SAMPLE

PERFORMANCE WORK STATEMENT

PORTFOLIO ANALYSIS FOR THE U.S. ARMY

ENGINEER RESEARCH AND DEVELOPMENT CENTER

ERDC Basic Research and Portfolio Analysis Program Review

1. PROJECT OBJECTIVES: Conduct the annual Basic Research portfolio review of the basic research projects that resulted from the abstract selection and to then conduct the annual program review of the entire ERDC direct funded portfolio. The ERDC direct funded portfolio consists of basic research (6.1), applied research/ILIR (6.2) and advanced technology development (6.3). Annually, the ERDC S&T portfolio is assessed by the ERDC leadership to determine the strength of the ERDC overall program and whether it represents the technical direction of the organization.

2. BACKGROUND: A review of these abstracts is conducted by an outside organization of Subject Matter Experts, the results of which are provided to each ERDC Business Area for further development of the BA basic research (6.1) portfolio. These 6.1 projects along with the 6.2/6.3 projects are reviewed annually by the ERDC Board of Directors to assess the strength and relevance of the technology being conducted. These annual reviews are facilitated and follow a specific set of criteria and scoring mechanism.

Discussions with the ERDC Deputy Director are necessary to discuss any necessary revisions to the criteria or process.

3. CONTRACTOR MANPOWER REPORTING: The Office of the Assistant Secretary of the Army (Manpower and Reserve Affairs) operates and maintains a secure Army data collection site where the contractor will report ALL contractor manpower (including subcontractor manpower) required for performance of this contract. The Contractor is required to completely fill in all of the information in the format using the following web address: http://contractormanpower.army.pentagon.mil.

4. SCOPE OF WORK:

Task 1: Basic Research Review is a 3 day review to be conducted in June, in Vicksburg, MS. Following discussions with ERDC Deputy Director, provide any necessary process revisions; provide updates or instruction to meeting participants;

facilitate the 3 day review and scoring process; collect the data and comments from the review; conduct the analysis; and provide an analysis of the results.

Task 2: The Portfolio Analysis Review is a 3 day review to be conducted in July, in Vicksburg, MS. Following discussions with ERDC Deputy Director, provide any necessary process revisions; provide updates or instruction to meeting participants;

facilitate the review and scoring process; collect the data and comments from the review; during the same day, following the reviews, the contractor will prepare a “quick look” analysis that will be presented to the ERDC Board of Directors (BOD).

Task 3: The Portfolio Analysis Review will be followed by a detailed briefing to the ERDC Leadership at a later date that summarizes the contractor’s complete assessment of the results of the reviews and provides an overview of the current program with recommendations. This assessment is currently planned to be conducted virtually via telephone or web meeting.

5. DELIVERABLES:

Task 1: Facilitate the review and scoring process at the June ERDC Basic Research Reviews; provide a written analysis of the total program results within 10 days of the meeting.

Task 2: Facilitate the review and scoring process at the July ERDC Portfolio Analysis Program Reviews to be held in Vicksburg, MS. Conduct a ‘quick look’ analysis following the last review to provide a results presentation to the ERDC BOD while at the July meeting. Conduct a more detailed analysis following the meeting using the Portfolio Discovery database tool.

Task 3: Within 10 working days provide to the ERDC Director, Deputy Director, and COR, in electronic format, a summary report of the assessment results for the complete ERDC Portfolio (6.1, 6.2 & 6.3). At a time to be determined, provide a briefing of these results and any follow on recommendations, to the ERDC leadership via web meeting or teleconference.

6. PERIOD OF PERFORMANCE: 8 months

7. CONTRACT TYPE: Labor rates will be as Firm Fixed Price while the Other Direct Costs and Travel Expenses necessary to complete execution of the tasks are authorized to be reimbursed on a cost basis for actual cost incurred and substantiated by receipts.

8. SECURITY REQUIREMENTS: Access and General Protection/Security Policy and Procedures: The contractor and all associated subcontractors’ employees shall comply with applicable installation, access and local security policies and procedures.

Policies and procedures will be provided by the local Security Office. The contractor workforce must comply with all personal identity verification requirements as directed by DoD, HQDA, and local policies. 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.

9. PERFORMANCE REQUIREMENTS SUMMARY:

Task: ERDC Basic Research and Portfolio Analysis

Desired Outcome: The Contractor shall facilitate the June Basic Research Review and July ERDC Portfolio Review and provide a detailed analysis of each independently.

Required Services: Provide any necessary process revisions; provide updates or instruction to meeting participants; facilitate the June, 3 day basic and July, 3 day portfolio reviews and scoring processes; collect the data and comments from the reviews; conduct the analysis; and provide an analysis of the results. For the portfolio analysis provide a ‘quick look’ analysis on the last day of the review and a more detailed final analysis of the entire ERDC S&T portfolio.

Performance Requirement

Performance Standard

Acceptable Quality Level

(AQL)

Monitoring Method

Incentive/ Disincentive

The Contractor shall review performance criteria with meeting participants

Facilitate the meetings to assure presentations and discussions stay within the allotted time and the discussions address the portfolio criteria.

Capture comments and ratings.

Prepare and submit within 10 business days following the meeting a summary analysis of the entire ERDC S&T Portfolio to the ERDC leadership.

Facilitation of the June Basic Research meeting and the July Portfolio Review meeting.

Capturing of all comments and rankings.

For the portfolio analysis, provide ‘quick look’

For both meetings independently, develop an analysis report within the allotted timeframe.

No deviation will be permitted

The contractor will come to the meeting with the framework established based on the proposed briefings.

Contractor will keep order and the meetings running on time.

Within10 business days following the meeting a summary report will be provided to the COR.

Provide a briefing of the portfolio analysis for the total program results and any follow-on recommendation s, to the ERDC leadership

Government PM attendance at the meeting and feedback provided and/or COR direct observation.

COR receipt and review of the summary report

Incentives for this PWS BPA Call will be Additional Work.

Disincentives for this PWS BPA Call will be “No Additional Work”