FY17_BUDGET_ANALYLST_PEFORMANCE_WORK_STATEMENT_10_July_2017.docx

PERFPEFORMANCE WORK STATEMENT (PWS) FOR

“Budget Analyst IV A” SERVICES

1.0 Organizational Analysis

Army National Guard (ARNG): Source: (http://www.arng.army.mil/) ARNG Federal Mission:

national emergency, or as otherwise needed.

The Army National Guard is a partner with the Active Army and the Army Reserves in fulfilling the country's military needs.

ARNG State Mission:

tornadoes, hurricanes, snowstorms or other emergency situations. In times of civil unrest, the citizens of a state can rest assured that the Guard will be ready to respond, if needed.

1.1 Overview: The objective is to provide Budget Analyst IV A services and General Fund Enterprise Business System (GFBES) program management support and aid in the full deployment of GFBES. In partnership with the site Point of Contact (POC) and the GFBES Federal Deployment Team, the Contractor is responsible for local end user support, tracking resolution of “help desk” request, tracking Governance and Risk Compliance (GRC) requests, and troubleshooting GFBES interface issues with SPS and WAWF systems

2.0 Technical Requirements: The following requirements define the services required, the results required by the contractor performance and other pertinent information. The contractor is encouraged to surpass the minimal requirements, as well as demonstrate technical, operational, and administrative expertise to support the customer in exceeding organizational and departmental objectives. All plans, reports and program changes/updates shall be reviewed and approved by the government Contracting Officer’s Representative (COR) prior to release or any action by the contractor.

The Contractor shall:

2.1 Monitor error reports, troubleshooting interface issues, and tracking resolution. Prepare the production of financial/budget reports including Annual Funding Program (AFP) and Purchase Request (PR) monitoring.

2.2 Develop and maintain accurate logs to track errors, issues and resolutions within the GFEBS program.

Submit non-correctable issues to the next higher level for resolution.

2.3 Ensure end users are provided access to GFEBS registration and can meet training requirements. Monitor training to ensure personnel have completed required training.

2.4 Monitor and track DCARNG personnel that are registered in GFEBS. On a quarterly basis validate with organization to ensure Wide Area Work Flow (WAWF) roles have been properly assigned and are sufficient for the respective organizations.

2.5 Identify and analyze alternative budgetary and program actions using a wide range of analytical methods (e.g., cost-benefit analysis, cost-effectiveness, supply and demand data, trend analysis, marginality, and economy of scale). Based on results of analyses, the Contractor provides options in changes in budget estimates and spending which correspond to varying levels of program operations and/or methods of program financing provide information to the Division Chief.

2.5.1 Analyze budget requirements and program execution to develop and maintain a decrement list to highlight risk areas in the event of program reductions or emerging requirements.

2.5.2 Provide trends analysis in spending and progress toward meeting budgetary objectives to assure that funds are used for the purposes for which they were appropriated.

2.6 Guide local vendors and DCARNG personnel with WAWF processing. Monitor WAWF interface with GFEBS to ensure accurate and timely processing of invoices and receiving reports. Ensure interface compatibility issues are resolved through disbursement by vendor pay.

2.7 Ensure all updates to GFEBS transition strategy are disseminated to users within two business days of receipt.

2.8 Provide Program Budget Guidance (PBG) IAW distribution strategy and input monthly distribution of AFP in Resource Management (RM) on-line to the 54 States, Territories and District of Columbia.

2.8.1 Provide collected data to the Division Chief to aid in the development of budget requirements, and possible options for future years and program requirements for Budget Estimate Submission (BES) approval.

2.8.2 Provide aid facilitating the acquisition, planning, preparation, use, and execution of current and future year for the DCARNG budgets to support their programs, goals, objectives, and operations.

2.9 Reconcile informal commitment ledgers with legacy fund control systems, i.e., Program Budget and Accounting System (PBAS), RM On-line to ensure accuracy of program allocation by State/ MACOM and remaining undistributed balances and the appropriation/ program level.

2.9.1 Ensure programs are balanced at all times between program requirements and resource allocations.

Contractor shall continually develop new budgetary data and information about the project for discussion with the Division Chief.

2.9.2 Create, analyze, and adjust estimates to identify imbalances among program areas to eliminate duplication of administrative functions and to reconcile estimates with current levels of expenditures and anticipated changes in administrative programs and/or staffing levels. Contractor shall present possible solutions to the Division Chief for approval.

2.10 Responsible for identifying, prioritizing and executing all critical tasks to meet established milestones and established schedules.

2.11 Ensure responses to audits from both internal and external agencies are accurately provided within the established suspense to the government POC.

2.14 Establish and monitor suspense dates and provide proper notice to appropriate Government personnel on those that cannot be met or when there are conflicts.

2.15 Provide expert information to the Division Chief on compliance and accountability within existing regulatory guidelines. Contractor shall notify the Division Chief immediately when an issue is discovered.

3.0 Additional Requirements:

3.1 Required Skill Set: In order to successfully meet the performance objective the Contractor employee shall possess the following education, knowledge, skills and/or certifications prior to the inception of service:

3.1.1 Desired Master’s degree in business or related field. Minimum 10 years of experience with cost, budget or schedule analysis or in related field. Familiar with DoD appropriations, governance, and fiscal law to ensure effective management of all appropriated funds. Demonstrated ability to implement fund control procedures to ensure accurate fund balances and ability to reconcile and interpret accounting data at the activity and DoD level to mitigate any abnormal conditions. Other combinations of experience and education that meet the minimum qualifications may be substituted.

Work to be performed in the professional accountant or auditor fields will require a degree in accounting or a related field that included, or was supplemented by 24 semester ours in accounting and/or auditing courses of appropriate type and quality.

3.1.2 Possess additional Army/Army National Guard experience that demonstrates the individual has a high degree of subject matter expertise and authority, broad knowledge and skill in the area(s) and has the competency necessary to immediately and successfully perform the work of the position.

3.2.2 Contractor shall access and work in GFEBS. Contractor is required to complete GFEBS training as required, input transactions, and run reports.

3.2.3 Contractor shall possess subject matter expert knowledge of WAWF e-Business Suite.

3.3 The Service requested is for a Budget Analyst IV A. Location of performance shall be on-site at 189 Poremba Ct. Bldg. 351, JBAB Washington, DC 20373

3.4 Services will be monthly, on-site and the work schedule is flexible in order to meet the requirements of the service.

3.5 The contractor shall be provided with adequate facilities located at 189 Poremba Ct. Bldg. 351, JBAB Washington, DC 20373 including a complete workstation and chair, laptop computer, telephone, expendable supplies, computer hardware and software (and support), internet/intranet/Local Area Network (LAN) (and support) and use of a fax machine, copier, printer, mail service and postage. All Government furnished supplies and equipment shall be for official use only.

3.5.1 This position does not permit Telework.

3.5.2 The contractor and Government representative shall conduct an inventory of all Government furnished equipment within ten days of commencement. The contractor shall sign a receipt for all furnished equipment. The contractor and Government representative shall determine the working condition of all equipment.

4.0 Security Requirements:

4.1 A Secret Clearance is required. It is the contractor’s responsibility to initiate the secret clearance.

This service requires access to classified information which requires the contractor holds a secret security clearance. The contractor shall comply with all applicable installation/facility access and local security policies and procedures, which may be obtained from the Contracting Officer’s Representative (COR). The contractor shall also provide all information required for background checks to meet installation access requirements to be accomplished by the local installation’s Security Forces, Director of Emergency Services or local Security Office. Should the Force Protection Condition (FPCON) change, the Government may require changes in contractor security matters or processes.

4.2 A Common Access Card (CAC) is required for Base access and the Local Access Network (LAN).

Contractor shall work with the contracting office for processing into the Trusted Associate Sponsorship System (TASS). Contractor shall work with the sponsoring office to complete local requirements for gaining access to the network. See below for additional information on obtaining a CAC.

4.3 The Contractor may have the need to access Personally Identifiable Information (PII) and/or For Official Use Only (FOUO) information in the performance of official duties. The Contractor shall work with the sponsoring office to complete local requirements, to include training, prior to accessing PII and/or FOUO information. PII and FOUO information must be protected under the Freedom of Information Act (5 U.S.C. 552) and/or the Privacy Act of 1974 (5 U.S.C. 552a). Unauthorized disclosure or misuse of FOUO or PII may result in disciplinary action, criminal and/or civil penalties.

4.4 Anti/Terrorism:

4.4.1 AT Level I Training. This standard language is for contractor employees with an area of performance within an Army controlled installation, facility or area. All contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 30calendar days after completion of training by all employees and subcontractor personnel. AT level I awareness training is available at the following website: http://jko.jten.mil.

4.4.2 Access and general protection/security policy and procedures. This standard language is for contractor employees with an area of performance within Army controlled installation, facility, or area. Contractor and all associated sub-contractors employees shall provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204-9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

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

4.4.4 iWATCH Training. This standard language is for contractor employees with an area of performance within an Army controlled installation, facility or area. 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 local 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 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 60 calendar days after contract award.

4.4.5 Army Training Certification Tracking System (ATCTS) registration for contractor employees who require access to government information systems. All contractor employees with access to a government info system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services, and must successfully complete the DOD Information Assurance Awareness prior to access to the IS and then annually thereafter.

4.4.6 For contracts that require OPSEC Training. Per AR 530-1 Operations Security, the contractor employees must complete Level I OPSEC Awareness training. New employees must be trained within 30 calendar days of their reporting for duty and annually thereafter.

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

5.0 Miscellaneous:

5.1 Organizational Conflicts of Interest (OCI): The contractor and subcontractor personnel performing services 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 OCIs, as defined in FAR Subpart 9.5. The contractor shall notify the KO 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 KO to avoid or mitigate any such OCI. The contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the KO and in the event the KO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the KO 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.

5.1.1 Contractor shall complete a non-disclosure agreement prior to participation in acquisition related functions.

5.1.2 Performance of Services During Crisis Declared by the National Command Authority or Overseas Combatant Commander," the services are not considered mission essential.

5.2 The contractor is cautioned that if off-duty active military personnel are hired under this contract, they may be subject to permanent change of station, change in duty hours, or deployment. Military Reservists and National Guard members may be subject to recall to active duty. The absence of such employees shall not constitute an excuse for nonperformance under this contract.

5.3 Hours of Operation: The contractor shall perform the services required under this contract within the core operating hours and in accordance with the Request for Quote.

Schedule of Services”

· Aug 17: Tue and Thur every week

· Sep 17: Tue and Thursday first two weeks; last two weeks off

· Oct 17 – Jul 18: Tuesday and Thursday every other week

5.4 Identification of Contractor Employees: Contractor personnel are required to wear company identification/badges at all times in order to identify themselves as a contractor and to avoid creating an impression that they are government employees. The badges shall have the company name, employee name and the word “contractor” displayed. The contractor’s status as a “contractor” shall be predominantly displayed in all correspondence types (to include signature blocks on e-mail). Ref. base contract sec. C 7.

5.5 Contractor Manpower Reporting Application (CMRA): The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for Army collection site.

5.5.1 The contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/. Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year. Contractors may direct questions to the help desk at http://www.ecmra.mil/.

Unit Identification Code (UIC) for the Requiring Activity: W8AHAA Issuing Office DoDAAC: W912Rl

PERFORMANCE REQUIRMENT SUMMARY (PRS) W912R1-FY 2017-Budget Analyst IVA This Performance Requirements Summary includes performance standards. The Government will use these standards to determine contractor performance and will compare contractor performance to the Acceptable Quality Level (AQL).

Objective: The objective is to provide Budget Analyst IV A services at Poremba Ct. Bldg. 351, JBAB Washington, DC 20373.

(AQL)

Surveillance Method / Frequency / By Whom

Provide GFEB Post Live Monitoring Technical Specification

2.1 & 2.2

2.2 Accurately maintain a daily log of GFEBS errors and issues 98% of the time Ensure all correctable local issues are resolved within 3 business days and all non-correctable issues to the next higher level within 1 day of identification 98% of the time.

Periodic Inspection / Spot Checks/ Customer Feedback

GFEBS

Training Technical Specification 2.3

2.4 Monitor training to ensure personnel have completed required training. Ensure all information is 98% accurate.

Each quarter validate with organizations, that 75% of their personnel registered in GFEBS have WAWF roles that are properly assigned and are sufficient for the respective organizations.

Specification

2.8 & 2.9

2.9 – 2.9.2 Distribute and input AFP IAW established objectives 98% of the time.

Reconcile program balances NLT monthly with Fund Control Legacy Systems and mitigate any discrepancies. Ensure all ledgers are technically complete and on time with 99% accuracy.

Budget Analysis Technical Specification

2.5.1 & 2.15 2.8.2

2.5 -2.5.2 & 2.9.2 Develop performance metrics for assigned programs and monitor execution to ensure compliance with specified goals and objectives with-98% accuracy.

Contractor shall provide trend analysis to evaluate obligations and expenditures meet the goals and objectives 98% of the time.

Provide GFEBS and WAWF interfacing services Technical Specification

2.1 & 2.6

2.7 Monitor daily interfacing between GFEBS and WA WF. Immediately track invoicing and goods receipt processing errors for resolution. Correct errors and resolve issues within 3 business days 98% of the time.

Ensure all updates to GFEBS are disseminated within two (2) Business days of receipt 98% of the time.

Specification 2.11 Inputs for Government response to internal and external audits are provided accurately within the established suspense 98% of the time.

Periodic Inspection / Spot Checks/ Customer Feedback

Specification 2.1, 2.6, 2.12 & 2.13 2.5, 2.8.1 & 2.9.1

2.10 & 2.14

Provide reports, documents and/or spreadsheets within required timeframes 98% of the time.

Data files and records are accurately maintained 95% of the time; which enable management to track progress towards stated objectives of the process.

Suspense dates are accurately tracked ensuring no suspense are missed due to Contractor error.

Display of Contractor Identification

5.4 & Basic Contract sec. C 7 Contract employee(s) has required badges displayed and identify themselves as contractors (email, phone, in person) 98% of the time each month.

Spot Check and Customer Complaint /Monthly / COR

DELIVERABLES SCHEDULE

Copies

4.4.1 / AT Level 1 Awareness Training Certificates Completed within 30 calendar days of the service start date and certificate provided within 60 days of training completion

Submission

COR

4.4.4 / iWATCH Training + Certification Completed within 30 calendar days of the service start date and certificate provided within 60 days of service start date

Submission

COR

4.4.6 OPSEC Training

Certificates Completed within 30 calendar days of the service start date and certificate provided within 60 days of service start date

Submission

COR

5.5 & 5.5.1

CMRA