PWS.pdf

PERFORMANCE WORK STATEMENT

Development of the Army’s Installation Asset Management System Assessment

1.0 Introduction: This is a non-personal services contract to perform an assessment of the

Army’s Installation Asset Management System to evaluate how Army Facility business systems such as the Army Installation Status Report (ISR) and the BUILDER Sustainment

Management System (SMS) are currently being used as part of the agency’s capital investment strategy for Installation Master Planning.

Background – The US Army Engineer Research and Development Center (ERDC) is recognized worldwide as the problem solver in science and research for US Army, the Department of

Defense, and the Nation. Research and development activities address a multitude of issues to support civil works and the warfighter. The Applied Research Planning Support Center (ARPSC) was established in the ERDC for the integration of sustainable design, natural resource engineering, and development of planning tools into a master plan that will enable timely project programming and efficient management of natural resources and energy for all of DoD, including the Army, Air Force, Navy and Marine Corps. The ARPSC aligns with the Military Engineering and Environmental Quality and Installations business areas at ERDC.

The Army’s Installation Asset Management System includes all the policies, doctrine, processes, force structure, strategies, plans, people, knowledge, information, systems and technologies used to deliver and sustain installation readiness. In a resource-constrained environment, the Army requires a data analytics driven methodology for both developing and validating future infrastructure investments in order to achieve necessary readiness levels. Current Army systems, and processes for Program Objective Memorandum (POM) development rely primarily on stovepipe data sets, manual spreadsheet analysis, and incomplete Command project priorities that are often not plan-based resulting in nonholistic, unintegrated development. This structure hinders the Army's ability to perform investment scenario analysis and is very manpower intensive. As a result, Army Senior Leadership desires the ability to not only quickly analyze infrastructure investment scenarios, but to also visually depict the associated short-term and long-term impacts. U.S. Army Engineer

Research and Development Center (ERDC) has developed a prototype installation analytics tool called VTIME (Virtual Testbed for Installation Mission Effectiveness), which supports the rapid analysis of investment impacts combined with meaningful visualizations that display impacts resulting from targeted and/or the under-funding of infrastructure investment. While VTIME is still an R&D tool in development, Army Senior Leadership is interested in leveraging knowledge gained from this research in facility investment analytics and scenario visualization to support current Program Objective Memorandum (POM) planning functions.

Performance objectives: Given evolving strategic priorities, dynamic operational needs, and changing facility requirements and capabilities, this assessment must evaluate the potential for how tightly integrated facility business systems can support a forward-looking, risk-focused asset management methodology that supports both installation-level and headquarters-level strategic planning. A primary objective of this study is the assessment of the information collected and generated from the Army installation status report (ISR) and the BUILDER sustainment management system (SMS) for POM-build activities with installation-level planning using Comprehensive Planning Platform (CPP).

To achieve these outcomes, Army’s Installation Asset Management System Assessment and solution must be developed. This assessment must:

o Identify similarities and differences in these system, areas where they systems overlap, and/or areas where they are complementary.

o Describe how each system depicts the physical condition of the Army's facilities, from a tactical building level to a strategic portfolio level.

o Quantify the implications on the facility investment process if one source of facility information is used over another.

o Provide pragmatic recommendations for using this information to identify, develop, and validate projects in a consistent way.

o Provide recommendations for how these data sources and other potential relevant sources can feed into a comprehensive corporate data strategy used to rapidly evaluate risk and readiness, and demonstrate how changing investment levels and priorities impact mission.

o Provide suggested methodologies for systematically and objectively measuring key performance indicators such as risk and readiness in the context of the Army's operating environment using information that is currently available.

o Understand how VTIME may provide a digital method to manage recommended comprehensive corporate data strategy.

o Understand how tactical Mission Dependency Index (MDI) can be used to measure readiness and resilience and prioritize investments.

2.0 Scope of Work: To achieve these objectives, the contractor shall work with the U.S.

Army Engineer Research and Development Center (ERDC) to advance its strategy for facility investment analytics and scenario visualization to support current Program Objective

Memorandum (POM) planning functions to optimize holistic, plan-based programming. The contractor shall develop an Army Installation Asset Management System Assessment report.

The scope of work will be accomplished under two base tasks as outlined below.

Task 1: Project Initiation and Management. Subtasks for Task 1 are o Kickoff Meeting. Prepare for, present, and participate in a Kickoff Meeting at the ERDC

Construction Engineering Research Laboratory (CERL) in Champaign, IL, or Applied

Research Planning Support Center (ARPSC) in Fort Worth, TX, as needed, within 15 days of contract award. The purpose of this meeting is to introduce key team members, establish lines of communication, review contractual requirements, and discuss pending deliverables, schedules, and planned activities for the CPP MDI Configuration.

o Project Management Plan. Prepare and provide a draft Project Management Plan (PMP) by the kickoff meeting inclusive of the contract award for the activities included in this contract. A Prefinal PMP shall be provided following the Kick-off meeting as needed.

The PMP will describe major outcomes of those tasks and project approach. The following information should be included, at a minimum, in each section:

Technical approach

Schedule (including Gantt chart)

Organization and integration of the project team

Quality management

Project communications

Stakeholders/POCs

Quality Assurance Surveillance Plan (QASP)

Accident Prevention Plan (APP) o Status Meetings. The Contractor will be required to hold biweekly Status Meetings with stakeholders and points of contact. These can be held virtually or in-person. The

Contractor shall prepare and provide all meeting agendas, materials, call-in lines, and calendar invites prior to the meeting and provided to the ERDC PM. The Contractor will be required to provide meeting summaries and/or minutes following the meetings.

The MSR shall be reviewed with the ERDC PM each month on a web conference and/or teleconference established by the team during the Kick-off Meeting. The Contractor will be required to prepare and submit an agenda and prepare meeting minutes for each monthly status reporting meeting held.

The status report shall include a summary of the events that occurred during the reporting period, discussion of performance, identification of problems, proposed solutions, corrective actions taken, outstanding issues and Request for Information (RFI) tracker for Government Furnished

Information (GFI). GFI

Deliverables. Deliverables for Task 1 are:

o Draft Project Management Plan, submitted by the Kickoff Meeting o Meeting agendas, materials, call-in lines, and calendar invites prior to meetings o Meeting summaries and/or minutes submitted within 5 days following completion of the meeting.

o Monthly Status Reports (MSRs)

Duration: 12 months to complete this task.

Estimated level of effort: 45-55 hours

Qualifications: This task is typically conducted by a team of 2-3 people with experience in program management, project management, planning, and military operations planning. Each should have between 10-25 years of experience.

Travel: 1 CONUS trip of 3 days for 2 people.

Task 2: Army Installation Asset Management System Assessment Report

The contractor shall develop an Army Installation Asset Management System Assessment report as defined by results from Task 1 and the following:

o Technical Approach. Summarization of the findings, observations, and recommendations from the detailed assessment of ISR-Installation and SMS-

BUILDER data, metrics, and methodologies. The report shall develop and apply criteria to evaluate and contrast the two methodologies, and discuss strategies to leverage each for enterprise decision making in support of plan-based POM development for installations.

o Policy and Army Enterprise Management. Assessment of the Army’s Installation

Asset Management functions and provides insights and systematic approaches for aligning policy, processes, resource decision making, and lifecycle management activities with mission objectives. The assessment shall conform to the ISO 55001 –

Asset Management System Requirements and UFC 2-100-01 Installation Master

Planning.

To support development of the report, the contractor shall need to support the following subtasks.

o Data Collection & Analysis. The Contractor will gather data from various internal stakeholder groups to obtain, review and organize various data points from Army systems BUILDER SMS and ISR. This is expected to include weekly meetings and coordination calls, Requests for Information (RFI’s), development of workflow charts and development of preliminary functionality analytics.

o ISO 55001 Asset Management Standard gap analysis. The Contractor shall complete a comprehensive assessment of the Army’s installation management capabilities with regard to ISO 55001 Asset Management System Requirements. This assessment shall evaluate the Amy’s ability to efficiently and effectively deliver installation-based mission-enabling capabilities improving readiness. Reporting includes presentation of the assessment and recommendations.

o Identify an optimum decision making and performance monitoring framework. The contractor shall provide a report that describes a management system framework to integrate Army investment strategy and POM-build activities with installation-level planning and identification of MILCON and FSRM operations and maintenance requirements. The framework shall incorporate a standardized methodology for identifying both centralized and decentralized funding requirements. The framework shall be used to support decision making and provide a feedback mechanism for monitoring performance towards meeting Army strategic investment and other identified asset management goals and objectives.

o The Contractor shall facilitate teleconference meetings to discuss Army authoritative data sources for BUILDER SMS and ISR. The Contractor shall also document the workflow process for each and recommend analytics for integration with each of the two systems and potentially other data such as master planning data and processes.

o Contractor shall develop a single-page, static mock-up using CPP-type business logic to reveal the potential module design of the preferred recommendation.

o Onsite meetings. The contractor shall facilitate an onsite workshop meeting to as a midpoint in progress review (IPR) and to review the draft report submission (3 months after award) as well as an onsite meeting to review and discuss the final report submission (6 months after award).

Contractor shall develop and deliver the draft report to ERDC no later than three months from award. Once the draft Army Installation Asset Management System Assessment report is submitted, the government will have 15 days to review and provide comments or feedback. Upon receipt of government comments the Contractor will update and submit as Final back to the ERDC

PM no later than six months from award. Final report will be submitted electronically.

Deliverables: Deliverables for Task 2 are o Static CPP-type mock-up o Draft Army Installation Asset Management System Assessment report o Final Army Installation Asset Management System Assessment report, including executive summary briefing material.

Duration: 1 year from award to complete this task.

Estimated level of effort: 900-960 hours

Qualifications: This task is typically conducted by a team of 2-4 people with experience in program management, project management, urban planning, architects, GIS specialists, software development, and engineering. Each should have between 5-15 years of experience.

Travel: 3 CONUS trips of 3 days for 2 people.

Qualifications:

The contractor must possess all the required expertise, knowledge, equipment and tools required to meet or exceed the government’s objectives identified in this PWS. Data sources include

BUILDER SMS and ISR Access, or at least access to the data, and master planning data. The contractor shall also provide personnel knowledge and experience with ISR, BUILDER SMS and

UFC guidance on Installation Master Planning. The contractor shall also provide personnel knowledgeable of the DoD UFC 2-100-01 and Army Regulation (AR) for Installation Master

Planning.

The contractor shall be responsible for providing sufficient technical, supervisory, and administrative personnel to ensure successful execution of all work requirements in accordance with this PWS. The Performance Objectives and Standards are presented in

Table 1 below.

Table 1 – Performance Objectives and Standards Task Title Task/

Option

Performance Objective Performance Standard

Project Initiation Task 1-

Base

Complete all

Project

Management

Plans &

Deliverables

ERDC Accepted

Final Documents

Army Installation Asset Management System Assessment report

Task 2- Completion of the Report ERDC accepted completion of monthly progress reports and final reports

3.0 GENERAL CONDITIONS:

3.1 Work locations: The primary location for efforts assigned under this task will be at the

Contractor’s off-site location. When work is performed at an ERDC facility, the Government will provide all necessary office space and equipment if available. The Contractor shall inform the ERDC PM of upcoming site-visits 30 calendar days prior to mobilization. Onsite work will occur most frequently at ERDC CERL in Champaign, IL, or Applied Research Planning

Support Center (ARPSC) in Fort Worth, TX, if needed.

3.2 Notification Requirements: The Contractor is required to notify the KO, COR, ERDC

PM and, if present, the ERDC onsite representative of critical issues that may affect the contract performance and/or human health and the environment. The types of issues that require notification include, but are not limited to injuries, health risks, spills, and changes in key personnel. On critical issues, verbal notification should be made immediately, followed by written notification as soon as practical.

4.0 PROJECT MILESTONES: The performance milestones for this project are listed in

Table 2 below. The Contractor may propose interim milestones to the Major Milestones within the Table. Interim milestones will only be accepted if they represent significant progress toward milestone completion, and completion of these interim steps can be measured, demonstrated, and documented with an associated deliverable. The anticipated schedule for optional tasks may be presented in the number of days from award of the Option. Payments will be tied to the successful completion of a milestone, or an interim milestone, approved by the Contracting

Officer, through the COR. To that end, all proposed interim milestones must be associated with required deliverables. All milestones must have a defined means for demonstrating completion in order to facilitate certification and approval of invoices.

Table 2. PERFORMANCE MILESTONES

Task Title Task/

Optio n

Performance Milestone

Project Initiation and Management

Task

1- Base

12 months from award

Army Installation Asset

Management System

Assessment report

Task

2-

Base

12 months from award

5.0 PERFORMANCE REQUIREMENTS:

The Contractor shall ensure that all work performed under this contract is in strict compliance with all applicable federal, state and local laws and regulations, agreements, or policies. The

Contractor shall ensure that all activities performed by its personnel, subcontractors and suppliers are executed in accordance with said authorities. Any incident of noncompliance noted by the Contractor shall immediately be brought to the attention of the COR. Nothing in this contract shall relieve the Contractor of its responsibility to comply with applicable laws and regulations. The Contractor shall be responsible for obtaining all permits, licenses, approvals, and/or certificates required or necessary to accomplish the work requirements.

6.0 PERIOD OF PERFORMANCE:

The period of performance is one (1) year from the date of award.

7.0 CONTRACT TYPE

The Government will award a Firm-Fixed-Price, performance based contract.

8.0 REGULATORY INVOLVEMENT – N/A

9.0 GENERAL INFORMATION.

9.1 Security Requirements

Physical Security: The contractor shall be responsible for safeguarding all Government equipment (i.e. radios), information (GFI) and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

Access and General Protection/Security Policy and Procedures: All contractor and all associated sub- contractors 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/facility 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 installation or facility change, the Government may require changes in contractor security matters or processes.

For contractors who 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, as

NCIC and TSDB are available), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

Contactors Requiring Access to Government Information Systems: All contractor employees with access to a government info system must be registered in the Army Training Certification Tracking

System (ATCTS) at commencement of services, and must successfully complete the DOD

Information Assurance Awareness prior to access to the information systems and then annually thereafter in accordance with personnel security standards listed in AR 25-2 (Information

Assurance), an appropriate background investigation will be conducted prior to accessing the government information systems.

Contractor Company to obtain a Facility Clearance and individual clearances at the appropriate level: The Contractor must pre-screen Candidates using the E-verify Program

(http://www.uscis.gov/e-verify) website to meet the established employment eligibility requirements. The Vendor must ensure that the Candidate has two valid forms of Government issued identification prior to enrollment to ensure the correct information is entered into the E-verify system. An initial list of verified/eligible Candidates must be provided to the COR no later than 3 business days after the initial contract award." *When contracts are with individuals, the individuals will be required to complete a Form I-9, Employment Eligibility Verification, with the designated Government representative. This Form will be provided to the Contracting Officer and shall become part of the official contract file.

9.2 Identification of Contractor Employees: N/A

Contractor personnel shall clearly identify themselves to all attendees as a Contractor employee before the commencement of meetings with Government or other Contractor personnel.

Contractor personnel shall clearly and immediately identify themselves as a Contractor employee when placing, answering or participating in telephone/VTC conversations with

Government or other Contractor personnel.

When Contractor personnel send e-mail messages from or to a Government-owned computer, they shall include a signature block that includes their employer’s name and the employee’s full name and e-mail address.

Each of the requirements set forth above, must be included in all sub-contracts at any tier.

9.3 Contractor Travel: The contractor is responsible for travel associated with executing the

PWS requirements. Contractor will be authorized travel expenses consistent with the Joint

Travel Regulation (JTR).

9.4 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of 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.

9.5 Communications

The Contractor shall not make available or publicly disclose any data or report generated under this contract unless specifically authorized by the Contracting Officer. If any person or entity requests information from the Contractor about the subject of this PWS or work being conducted hereunder, the Contractor shall refer them to the COR. All reports and other information generated under this PWS shall become the property of the Government, and distribution to any other source by the Contractor is prohibited unless authorized by the Contracting Officer. The

Contractor shall provide an acknowledgement of receipt of all transmittal letters sent to the

Contractor by the Government. The only exception relates to communication of information required by Institutional Controls.

9.6 Public Affairs: The contractor shall not publicly disclose any data generated or reviewed under this contract unless specifically authorized. The contractor shall refer all requests for information concerning site conditions to the COR. All reports and other information generated under this PWS shall become the property of the Government, and distribution to any other source by the Contractor is prohibited unless authorized by the Contracting Officer.

10.0 CONTRACTOR FURNISHED ITEMS AND SERVICES

The Contractor shall furnish all supervision, qualified labor, supplies, equipment, facilities and services required to perform work under this contract.