PWS_01-31-2017.pdf

20120326

UNCLASSIFIED

PERFORMANCE WORK STATEMENT (PWS)

UNITED STATES SOUTHERN COMMAND (SOUTHCOM)

OFFICE OF KNOWLEDGE MANAGEMENT AND COMMAND HISTORIAN

SUPPORT

31 March 2017

Part 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract under which the personnel rendering the services are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees. The Contractor shall ensure that all contractor employees and subcontractor employees are medically, dentally, and psychologically fit for performance of their duties. This contract is to provide Historian and Knowledge Management/Knowledge Engineer (KE) Support to United States Southern Command (SOUTHCOM). The Government will not exercise any supervision or control over the 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 and Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, other items and non-personal services necessary to perform Historian and Knowledge Management/Knowledge Engineer(KE) Support as defined in this PWS except as specified as government-furnished property and services at SOUTHCOM. The contractor shall perform to the standards in this contract.

1.2 Background: SOUTHCOM is a unified combatant command of the U.S. Department of Defense. It is responsible for contingency planning, operations, and security cooperation in the SOUTHCOM Area of Responsibility (AOR) which includes South America, Central America, and the Caribbean. While Spanish or Portuguese language skills are highly desirable, due to the work performed in the AOR, the lack of these language skills will not hinder the contractor from performing the work as spelled out in this contract.

The Office of the Command Knowledge Manager overseas these four (4) functions and is part of the SOUTHCOM Command Group and reports to the Chief of Staff. Its work is governed by internal and external guidance, including DoD Instruction 8220.ff- Knowledge Management for the Department of Defense (Draft), Field Manuel 6-01.1, Knowledge Management, Headquarters, Department of the Army, August 2008 (http://usacac.army.mil/CAC2/Repository/Materials/KnowledgeManagementFM6-01.pdf) or http://armypubs.army.mil/doctrine/24_Series_Collection_1.html), CJCSM 5760.01, Joint Staff Records Schedule, Chairman of the Joint Chiefs of Staff Instructions (CJCSI) 5320.01B, “Guidance for the Joint History Program, published January 2009.

http://www.dtic.mil/cjcs_directives/cdata/unlimit/5320_01.pdf, and other authoritative materials addressing theories, methodologies, principles, and techniques in these four functional areas.

http://usacac.army.mil/CAC2/Repository/Materials/KnowledgeManagementFM6-01.pdf http://armypubs.army.mil/doctrine/24_Series_Collection_1.html http://www.dtic.mil/cjcs_directives/cdata/unlimit/5320_01.pdf

a. Command Knowledge Management/Knowledge Engineer (KE) functions promote the creation, identification, organization, share/collaboration, application, development, use/reuse, and transfer of knowledge across the SOUTHCOM enterprise in order to promote and support ‘getting the right information, to the right people, at the right time” using human capital (people), processes, and tools/technology. Additionally, the Knowledge Engineering function primarily are to document, document, develop, test, and maintain enduring and recurring business processes; provide database management;

ensure information access and transparency across the enterprise; conduct research and training as required by the COR; and manage/maintain collaboration sites, portals, centers, and other information portal sites as required by the COR.

b. The Command Historian function within SOUTHCOM, documents contemporary SOUTHCOM activities for posterity; conducts research for SOUTHCOM principals on historical aspects of current operations; and engages in outreach missions that advance U.S. interests in the SOUTHCOM area of responsibility. Its work is governed by guidance from the Commander, SOUTHCOM, and Chairman of the Joint Chiefs of Staff.

1.3 Objectives: The objectives of this contract are to maintain and preserve historical accounts of SOUTHCOM activities, ensure SOUTHCOM is able to systematically collect, organize and share knowledge across the Command to achieve the mission, support the senior leader decision making cycle, attain a fully functioning information/content/knowledge management program, and preserve/maintain/manage stored enterprise content and information. The SOUTHCOM mission requires a contractor that adapts and responds as needed to rapidly changing requirements. The Contractor will ensure Records Management standards and commercial best practices for information preservation are followed and implemented. The contracted specialists may be required to deploy to CONUS or OCONUS locations in support of U.S. national security objectives. The contracted specialists may be required to work additional or surge hours based on the needs of the Command and with guidance from the COR. Typically theses surge hours are in conjunction to military exercises or contingencies.

1.4 Scope: The Contractor shall provide non-personal services to include expertise in historical research and writing, knowledge management, knowledge engineering, and should additional funding be provided to support records management, content preservation, database management, information access, and training development methods to fulfill all the tasks associated with this PWS in support of SOUTHCOM’s Area of Responsibility (AOR) which includes, but is not limited to,: South America, Central America, and the Caribbean. The contractor shall accomplish products as specified in Part 5 of this PWS; to include as part of the Knowledge Management and Knowledge Engineering (KM/KE) functions: develop KM/KE governance; identify and develop written business processes designed to improve efficiencies which support organizational transformation; conduct and support KM/KE assessments/studies/projects; conduct KM training and KM Working Group meetings; support daily KM operations, exercises, and contingencies; provide information dissemination, situational awareness and networking; provide support for the Information portal and knowledge repositories; prepare technical writing and business processes products; prepare yearly plans for execution of deliverables; and provide input and feedback for problem resolutions. As part of the historian functions: to provide data collection; conduct historical interviews; provide operational situational awareness; conduct research and prepare written historical products;

coordination of the release of historical documents; prepare yearly plans for execution of deliverables; and provide input and feedback for problem resolutions.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months and four (4) option years that are 12 months each.

Base Period 19 March 2017 through 20 March 2018 1st Option Period 19 March 2018 through 20 March 2019 2nd Option Period 19 March 2019 through 20 March 2020 3rd Option Period 19 March 2020 through 20 March 2021

4th Option Period 19 March 2021 through 20 March 2022

1.6 General Information:

1.6.1 Quality Control Plan (QCP): The Contractor shall develop, implement, and maintain a QCP and program to ensure all work described in this contract is performed at or above the standard defined in the Performance Requirements Summary (PRS). The QCP is developed by the contractor for its internal use to ensure that it performs and delivers high-quality service. The contractor’s QCP is the means by which the contractor ensures all work complies with the requirements of the contract. The QCP identifies and corrects potential and actual problem areas throughout the entire scope of the contract.

1.6.1.1The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor shall submit their QC Plan as part of the contractor’s proposal. The final QCP shall be submitted within thirty (30) days of contract award and will become a permanent record of the contract package. After acceptance of the QCP, the contractor shall receive the contracting officer’s (KO) acceptance in writing or any proposed changes to the QC procedures. The contractor shall submit QCP changes within five

(5) days to the KO and Contracting Officer’s Representative (COR) for review and approval prior to implementation.

1.6.1.2 The Quality Control Plan shall address as a minimum:

1.6.1.2.1 Inspection Program. Included shall be a quality control inspection program covering all general and specific tasks included in the contract scope of work. It shall specify tasks or areas to be inspected on a scheduled or unscheduled basis, the manner in which inspections are to be conducted, the titles of the individuals who will perform the inspections, and the percentage of the work that will be inspected on a recurring basis. In developing this inspection program, the Contractor shall identify the key activities and associated characteristics in each process that have a significant influence on specific services and provide for methods for evaluation of the selected characteristics.

1.6.1.2.2 Deficiency Identification. The QCP shall include a method of identifying deficiencies in the quality of services performed before the level of performance becomes unacceptable as defined in the PRS. This shall contain processes for corrective action without dependence upon Government direction.

1.6.1.2.3 Deficiency Correction. The program shall contain process control and process performance measurement procedures that shall include how the Contractor shall implement preventive corrective actions. The Contractor shall demonstrate that it has designed quality into the delivery of services thereby mitigating the risk(s) associated with delivery of deficient or nonconforming services.

1.6.1.2.4 Documentation and Enforcement. The QCP shall include a method of documenting and enforcing quality control operations of both prime contractor and subcontractor work; including inspection and testing.

1.6.1.2.5 Trend Analysis. The QCP shall include a method of performing trend analysis and assessments through the use of metrics.

1.6.1.2.6 Surveillance Methods. The QCP shall contain specific surveillance techniques for all contract services. The surveillance methods shall be comprehensive and adaptable to the reporting system of the plan.

1.6.2 Quality Assurance (QA): The Government will evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). The QASP is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. Contract quality requirements” means the technical requirements in the contract relating to the quality of the product or service and those contract clauses prescribing inspection, and other quality controls incumbent on the contractor, to ensure the product or service conforms to the contractual requirements. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays: The list below includes all identified Federal Holidays (http://www.opm.gov). Except as otherwise specified, routine work shall not be scheduled on holidays or holidays observed in lieu thereof.

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

1.6.4 Hours of Operation: The Contractor shall be available for conducting business and at the specified place of duty for a minimum of 8 hours per scheduled workday. Standard hours of operation are 0730-1700 (Monday through Friday) except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons.

http://www.opm.gov/

An unpaid, lunch period of at least 30 minutes will be scheduled to be taken mid-duty day schedule. Hours may fluctuate depending on the mission. In addition to standard hours, there may be a requirement for the contractor to work additional, surge hours as the mission dictates (i.e., during military exercises, crisis situations, contingencies.) Any overtime must be approved in advance by the Contracting Officer Representative (COR). When the government (COR) requests overtime, a minimum of four hours will be given for unscheduled/unforeseen overtime and 10 business days for scheduled overtime (typically required during military exercises and/or contingencies). The Contractor must, at all times, maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. Periods of absence should be reported to the Program Manager or COR in advance when possible, but at least within one hour (1) of scheduled reporting time.

1.6.5 Place of Performance: The work will be performed at Headquarter SOUTHCOM, 9301 NW 33rd Street, Miami, FL 33172, and may also include, but is not limited to, all SOUTHCOM AORs located in South America, Central America, and the Caribbean. Ad hoc telework may be approved by the COR, depending on the needs of the Command and its mission.

1.6.6 Type of Contract: The government anticipates a contract award of a Firm Fixed/Best Value price contract with a cost reimbursable CLIN for overtime requirements, surge hours, travel, and government required training.

1.6.7 Access and General Protection Policy and Procedures:

1.6.7.1 FPCON (As Determined by AT/OPSEC Review): In addition to the changes otherwise authorized by the changes of clause of contract, should the US Government Force Protection Condition (FPCON) at any individual installation change, the Government may require changes in contractor security matters or process in accordance with DoDI

2000.16. During FPCONs Charlie and Delta, only contract services that have been deemed “mission essential” by the Government will continue. Contract services will resume when the FPCON is reduced to Bravo or lower.

1.6.7.2 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 properly secured to prevent loss, theft or damage. A ‘clean-desk’ policy may be enforced per direction and guidance of the COR.

1.6.7.3 Personnel Security Clearance Requirements: (As Determined by AT/OPSEC Review):

Contractor personnel performing work under this contract must have an active personnel security clearance at the Secret or TS level (as stated later in this PWS) in the Joint Personnel Adjudication System (JPAS) at time of the proposal submission, and must maintain the level of security required for the life of the contract. The security requirements are IAW with the attached DD Form 254, “Department of Defense (DOD) Security Classification Specification” and the unit security monitor is responsible for initiating this form. The Contractor shall ensure that contractor employees and sub-contractor employees performing services under this contract comply with FAR 52.204- 2, Security Requirements when the employee has access to information classified “Confidential,” “Secret,” or “Top Secret.” The Contract will ensure the employee complies with the Security Agreement (DD Form 441), including the National Industrial Security Program Operating Manual (DOD 5220.22-M), and any revisions to DOD 5220.22-M, notice of which has been furnished to the Contractor.

1.6.7.4 (As Determined by AT/OPSEC Review): The contractor shall follow DOD Federal Acquisition Regulation Supplement (DFARS) clause 252.223-7004, Drug-free Work Force; and local USSOUTHCOM policies regarding drug testing. The contractor shall conduct drug tests, ensuring all top secret cleared contractor employees are tested at least once per year, each year of the contract, as well as when there is a reasonable suspicion that an employee uses illegal drugs. The drug testing shall be at the contractor’s expense.

Positive drug test results shall be made available to both the KO and COR within 24 hours of known test results. Records of drug testing shall be made available to the COR.

1.6.7.5 Background Checks: The contractor shall ensure contractor employees and subcontractor employees performing services under this contract have passed a security check conducted by the Host Nation Police Department of their residence or the State Police Department of their U.S. residence, if applicable. Security checks that have been completed as part of a personnel security clearance background investigation, or a previous background check that was a condition of employment, meet this requirement. Documentation of these checks will be made available to the KO or COR upon request. The Government retains the right to exclude any employee from performance of duties under this contract if a background security check reveals an employee is a security risk. The exclusion of an employee for security reasons will not relieve the contractor from performance of services required under this contract. If the Government determines additional background checks are required, at a minimum, and upon request from the Government, the contractor shall provide to the KO or COR, the following information on any contractor or subcontractor employee performing services under this contract:

• Full birth name

• Married name (if applicable)

• SSN or local equivalent (ID card number)

• Date of birth

• Place of birth (city, country)

All personnel security will conform to SOUTHCOM Regulation.

1.6.7.5.1 Background Check Notification Requirements: If a background check on any employee or subcontractor employee performing services under this contract, whether the check was conducted as a condition of employment or as part of the contract with the Government, reveals any information from any source (including host country law enforcement) of criminal activity by Contractor employees, subcontractors, or subcontractor employees, the Contractor shall immediately notify the KO and COR of that information. The Contractor shall make notification of:

(1) Traffic violations, other than parking, will be reported to the KO or COR only if the contract is for drivers for the Government;

(2) Any suspicious activity by Contractor employees, subcontractors, or subcontractor employees the Contractor believes may pose a risk to U.S. or host nation national security or imminent risk of deadly bodily harm to any person; and

(3) Any actions taken against Contractor employees, subcontractors, or subcontractor employees pursuant to this requirement.

1.6.7.5.2 Remedies. In addition to other remedies available to the Government, the Contractor’s failure to comply with the requirements of this paragraph my result in requiring the Contractor to remove a Contractor employee or employees from the performance of the contract.

1.6.7.5.3 Subcontracts. The Contractor shall include the substance of this paragraph and the preceding paragraph in all subcontracts.

1.6.7.6 Uncleared Contractor Common Access Card (CAC) Credentialing and Access Procedures (It may be necessary to include one or both of the paragraphs contingent upon contract requirements)

1.6.7.6.1 Contractor Common Access Card (CAC) Eligible Requirements (As Determined by AT/OPSEC Review): 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.

1.6.7.6.1.1 Federal Installation/Facility Access (As Determined by AT/OPSEC Review):

Contractor and all associated sub-contractor employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative). The employee performing services under this contract shall also provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services, Security Office or the host nation equivalent.

1.6.7.6.2. Contractor Non CAC Eligible Requirements for DOD Facility and Installation Access (As Determined by AT/OPSEC Review): Contractor and all associated subcontractor 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), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations. The employee performing services under this contract shall provide all information required for background checks to meet installation access requirements to the installation Provost Marshal Office, Director of Emergency Services, or Security Office.

1.6.7.7 Employment Eligibility: Contractor shall ensure that all contractor employees and subcontractor employees performing services under this contract have been pre-screened for employment eligibility using the E-verify Program on the Department of Homeland Security website http://www.uscis.gov/e-verify. Personnel that have not met the employment eligibility requirement on this website are not authorized to perform services under this contract.

Verification of the eligibility check will be made available to the KO or COR upon request. This requirement is not in lieu of and does not relieve the Contractor from the I-9 Employment Eligibility Verification Forms for employment of personnel. All Contractor personnel shall have appropriate security clearances prior to contract award unless specifically approved by the Contracting Officer (KO).

1.6.7.8 Access to Government Information Systems (As determined by AT/OPSEC Review): All Contractor employees and subcontractor employees performing services under this contract who have access to a government information system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services and must successfully completed the DoD Information Assurance Awareness training prior to access to the information system and then annually thereafter.

1.6.7.9 Operations Security (OPSEC) Requirements: Contractor personnel shall adhere to facility security policies and restrictions. If applicable, government issued access badges shall not be worn outside designated facilities where visible to the general public. The contractor shall immediately report suspicious activities to security personnel.

1.6.7.10 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards/access cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards, identification badges, and/or access cards. No keys issued to the Contractor by the Government shall be duplicated or reproduced in any manner. The Contractor shall develop procedures covering key control that shall be included in the QCP. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

In the event that any keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying.

When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall 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/key cards/access cards 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 persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.7.11 Lock Combinations: The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s QCP.

1.6.8 Post-Award Conference or Periodic Progress Meetings: The Contractor shall attend any post award conferences, workshops, and seminars convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5.

The contracting officer (KO), Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer 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.

1.6.9 Contracting Officer Representative (COR): The (COR) will be identified by separate letter.

The COR monitors all technical aspects of the contract and assists in contract administration.

The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including Government drawings, designs, and specifications; monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property; and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. Only the KO is authorized to change any of the terms and conditions of the resulting order.

1.6.10 Key Personnel: The contractor shall provide a contract/Program Manager (PM) who shall be responsible for oversite of the performance and quality of the work. The name of this person and an alternate, who shall act for the contractor when the manager is absent, shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters pertaining to daily operation of this contract. The manager or alternate shall be available during standard duty hours as prescribe in para 1.6.4 of this PWS, except Federal Holidays or when the government facility is closed for administrative reasons. Qualifications for all key personnel are listed below:

1.6.10.9 Contract/Program Manager (PM): The contract/program manager must have professional level experience to ensure the proper management and oversight of this contract.

The person performing this PM function will also fulfill the requirements of either the Historian or the Knowledge Management/Knowledge Engineer Support Specialist.

1.6.9.1 Special Qualifications or Certifications: All contractor personnel shall meet the education and certification standards identified in Table 5. A copy of their Professional Certifications, degree, and/or transcripts shall be submitted to the COR on Contract Award.

1.6.11 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.

Contractors will be required to wear identification name tags identifying them as a contractor.

These name tags will not be those SOUTHCOM typically issues. They may also wear shirts with their company’s logo and name imprinted on the front of the shirt. They must ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. Their correspondence (i.e., email, et.al.) must also reflect and identify them as a contractor. Contractor personnel will be issued a SOUTHCOM picture identification badge which shall be worn and visible at all times while in Government facilities. All Contractor personnel shall comply with all applicable Federal, DoD, Command, and Unit security procedures, measures, requirements, regulations, and directives.

Government issued identification remains the property of the Government and shall be returned to the issuing office or other designated Government personnel upon transfer of Contractor personnel from SOUTHCOM.

1.6.12 Contractor Travel: The Contractor may be required to travel CONUS or OCONUS locations in support of U.S. national security objectives and other destinations worldwide. The Government will provide written notice of travel as soon as practicable, and identify specific objective(s) of the travel. The Contractor, in coordination with the Government, shall make necessary travel arrangements and be responsible for obtaining passports and visas for Contractor personnel. The Government will provide Contractor personnel with documentation indicating the Contractors’ travel on behalf of the Government, and will obtain country clearances in accordance with established DOD and Department of State procedures. A trip/travel report will be submitted within 3 business days of the completion of the travel per the appropriate Performance Work Statement.

1.6.12.9 Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract to provide support at a Government site or other site as may be specified, all travel shall be submitted to the COR, at a minimum two weeks prior to travel date. Contractor will not be reimbursed for travel that was not approved prior to the commencement of travel by the COR and by the Contracting Officer (KO). The Government anticipates 5 trips will be required to support this contract.

1.6.13 Data Rights: The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government.

These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied by the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.16. Non-Disclosure Requirements: Performance under this contract may require the Contractor to access data and information proprietary to a Government agency, another Government Contractor, or of such nature that its dissemination or use other than as specified in this work statement would be adverse to the interests of the Government or others. Neither the Contractor, nor Contractor personnel, shall divulge, nor release data or information developed, or obtained under performance of this work statement, except to authorize Government personnel or upon written approval of the KO. The Contractor shall not use, disclose, or reproduce proprietary data, which bears a restrictive legend, other than as specified in this PWS. All documentation showing individual names or other personal information shall apply, and shall be controlled and protected under the provisions of the Privacy Act of 1974, Public Law 93-579, 5 United States Code (U.S.C.) Section 552a.

1.6.16.1 Non-Disclosure Statements (Insert if applicable): The Contractor shall provide signed non-disclosure agreements to the Government prior to commencement of work under the contract. Disclosure of information by Contractor personnel may result in Contractor personnel removal from performance of duties under this contract.

1.6.16.2 Advertisement and Social Media: The Contractor shall NOT post information to public website or social media locations, personal or professional, that in any way disclose names, locations, hotel data, participants, discussions, pictures, etc. before, during or after the contract period of performance without the express consent of the Government. The use of propaganda violates DOD Commercial Use of Imagery Guidelines stated at (http://www.defenseimagery.mil/products/DODimagery/commercialuse.html. The Contractor shall not cite any information (e.g., contract information, pictures, locations, etc.) obtained through this contract on any marketing tools to include its company website.

1.6.16.3 At no time will the Contractor or associated sub-contractor employees transmit government documents or information using methods that do not meet the security requirements specified in the National Institute of Standards and Technology (NIST) Special Publication (SP) 800-171, "Protecting Controlled Unclassified Information in Nonfederal Information Systems and Organizations" such as personal electronic mail accounts, public digital data storage sites (cloud storage), social media platforms or instant messaging. Approved government sites such as U.S. Army Aviation and Missile Research Development and Engineering Center (ARMDEC) Safe Exchange at https://safe.amrdec.army.mil/SAFE/About.aspx, All Partners Access Network (APAN) at https://community.apan.org/, or other transmission means determined by the government must be used.

1.6.14 Organizational Conflict of Interests: 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 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.

1.6.14 Phase in/Phase out period: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the fifteen (15) day phase in/ phase out periods. During the phase in period, the Contractor shall become familiar with performance requirements in order to commence full performance of services on the contract start date.

During 15 days immediately prior to the end of the contract, the current contractor shall permit the succeeding contractor and designated employees, to include government personnel and/or COR to observe all functions, procedures and operations under this contract. The contractor shall complete ongoing work and otherwise prepare for an orderly transition to his successor. The contractor shall assemble and transfer all working papers, products, and deliverables in an orderly and logical manner and deliver them to the successor, COR, or contract monitor. All products shall be turned over and managed by JTR 5760 vol. 1 &2 and per other Records http://www.defenseimagery.mil/products/DODimagery/commercialuse.html https://safe.amrdec.army.mil/SAFE/About.aspx

Management regulations/directives. The contractor shall not defer any requirements for the purpose of avoiding responsibility or transferring such reasonability to the succeeding contractor.

The contractor shall fully cooperate with his successor and the Government so as not to interfere with their work or duties. The contract shall ensure that any contractor-owned items or personal property of his employees are removed upon contract completion.

1.6.14.1 Post Contract Completion: The following will be done before contractor is released:

1.6.14.2 Turn in all badges, keys, passes, access cards, equipment

1.6.14.3 Provide full ‘Administrative Privileges” to the COR for all drives, folders, sites, records, etc.

1.6.14.4 Turn in equipment and clear property book, security clearances

1.6.14.5 Notify the FSO, SSO, and other security personnel and other contracting security managers.

1.7 Testing: Contractor personnel may be required to submit to random drug testing and/or polygraph examination. Routine random drug and polygraph testing is a standard security practice used throughout the Department of Defense. It is not intended to accuse or infer any guilt upon the test subject. Contractor employees who are randomly selected to undergo a polygraph examination, and refuse to participate or fail to successfully complete the examination may have their access to classified information suspended and be disqualified to perform services under this PWS. All Contractor personnel shall comply with the provisions of 252.223- 7004, Drug Free Work Force in 48 CFR Part 252, pertaining to the drug testing program.

1.8 Non-Disclosure: Performance under this contract may require the Contractor to access data and information proprietary to a Government agency, another Government Contractor, or of such nature that its dissemination or use other than as specified in this work statement would be adverse to the interests of the Government or others. Neither the Contractor, nor Contractor personnel, shall divulge, nor release data or information developed, or obtained under performance of this work statement, except to authorize Government personnel or upon written approval of the Contracting Officer. The Contractor shall not use, disclose, or reproduce proprietary data, which bears a restrictive legend, other than as specified in this PWS. The Contractor shall understand that in the performance of this task, the contractor may have access to sensitive or proprietary business, technical, financial, and/or source selection information belonging to the Government or other contractors. Proprietary information includes, but is not limited to, cost/ pricing data, Government spend plan data, contractor technical proposal data, independent Government cost estimates, negotiation strategies and contractor data presented in negotiations, contracting plans and statements of work. The contractor shall agree not to discuss, divulge, or disclose any such information or data to any person or entity except the Government person(s) directly concerned with the performance of this delivery order. The Contractor shall read and understand the provisions of the Procurement Integrity Act as implemented in FAR

3.104 and the contractor shall not engage in any conduct prohibited by this Act or the FAR.

Additionally, the Contractor shall acknowledge and understand that any violation to any provision of this agreement for any reason shall be subject to investigation and potentially termination. All documentation showing individual names or other personal information shall apply, and will be controlled and protected under the provisions of the Privacy Act of 1974, Public Law 93-579, 5 U.S.C., Section 552a. The Contractor shall provide a signed non-disclosure agreements to the Government prior to employee arrival at SOUTHCOM.

1.9 Inquiries: Anyone requesting information will have to submit a written request for the information via http://www.southcom.mil/foia/Pages/FOIA.aspx. The requests should be sent to the FOIA office and not to the COR and a notification needs to be submitted to the KO.

Inquiries received by the Contractor for work performed under this contract shall be referred to the Government for evaluation under the Freedom of Information Act of 1975, Public Law 93- 502, 5 U.S.C., Section 52. The determination of whether records will be released will remain with the Government. The Contractor shall be responsible for search and submission of records upon request by the Government.

1.10 General Training Requirements:

1.10.1 Anti-Terrorism (AT) Level I Training (As determined by AT/OPSEC Review): The

Contractor shall complete AT Level I Training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever applies, or 30 calendar days after employment of new personnel, all Contractor employees, including subcontractor employees, who are employed under the contract 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 applies. The contractor shall submit certificates of completion for each affected Contractor employee and subcontractor employee to the COR or KO within 10 calendar days after completion of training by all employees and subcontractor personnel.

For Common Access Card (CAC) holders, AT Level I awareness training is available at https://jkodirect.jten.mil, course number “JS-US007-14”. For non-CAC holders, AT Level I awareness training is available at http://jko.jten.mil/courses/atl1/launch.html (this standalone version is intended for non-CAC users without a JKO account only). Training must have been completed within the last 12 months and maintained yearly thereafter. If training cannot be conducted on the website, the Contractor will coordinate with the local AT Officer at their assigned location for classroom training by a Level 2 trained AT Officer and a copy of either the training certificate or the training attendance roster signed by the AT Officer will be maintained by the Contractor. Verification of the training will be provided to the COR or KO within 10 calendar days after completion of the training.

1.10.2 OPSEC Awareness (As determined by AT/OPSEC Review): If the Contractor, or a subcontractor, or employees of either disclose any information that disrupts or harms the Government's operations or activities, then the Government retains the right to exclude any employee from performance of duties under this contract. The exclusion of an employee for security reasons will not relieve the Contractor from performance of services required under this contract. By way of example, personnel shall not sketch or take photos of government facilities or activities, unless related to service to be provided. All government paper products and http://www.southcom.mil/foia/Pages/FOIA.aspx removable digital storage material that is received, generated, or stored during the contract will be destroyed completely when no longer needed to preclude recognition of information.

1.10.3 Information Assurance (IA) Training (As determined by AT/OPSEC Review): Contractor employees, including subcontractors, requiring access to Government information systems shall complete the DOD IA Cyber Awareness Training. All employees working information technology (IT)/IA functions must comply with DOD and Army training requirements per DOD Directive (DODD) 8570.01, Information Assurance Training Certification and Workforce Management, DOD 8570.01-M, Information Assurance Workforce Improvement Program, and AR 25-2, Information Assurance, within 30 days of employment. Training is available at https://ia.signal.army.mil/DODIAA/default.asp.

1.10.4 Information Assurance (IA)/Information Technology (IT) Training (As determined by AT/OPSEC Review): All Contractor employees and subcontractor employees requiring access to Government information systems must complete the DoD IA awareness training before issuance of network access and annually thereafter. All employees working IA/IT functions must comply with DoD and Army training requirements in Per DoD 8570.01, DOD 8570.01-M, and AR 25-2, within 30 days of employment. Training is available at https://ia.signal.army.mil/DoDIAA/default.asp.

1.10.5 Threat Awareness Reporting Program (TARP Training) (As determined by AT/OPSEC Review): Within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever applies, or 30 calendar days after employment of new personnel, all Contractor employees, including subcontractor employees, who are employed under the contract and require a security clearance, shall complete TARP training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever applies. The Contractor shall submit certificates of completion for each affected Contractor employee and subcontractor employee to the Government Representative within 10 calendar days after completion of training by all employees and subcontractor personnel. TARP training is available at the Army Learning Management System (ALMS) https://www.lms.army.mil/. Training must have been completed within the last 12 months and maintained yearly thereafter. If training cannot be conducted on the website, the Contractor will coordinate with the local Counter Intelligence (CI) Officer at their assigned location for classroom training and a copy of either the training certificate or the training attendance roster signed by the CI Officer will be maintained by the Contractor. Verification of the training will be provided to the Contracting Officer (KO) or Contracting Officer Representative (COR) within 10 calendar days after completion of the training.

1.10.6 iWATCH Training (As determined by AT/OPSEC Review): The Contractor will ensure that all Contractor employees and sub-contractor employees performing services under this contract have been briefed on the iWATCH Program, or equivalent for their supporting DoD Agency, within 30 days of employment under the contract. The Contractor will coordinate with https://ia.signal.army.mil/DoDIAA/default.asp https://ia.signal.army.mil/DoDIAA/default.asp the supporting DoD Agency AT Officer through the COR or KO for the briefing. This training will be updated as required by the supporting installation AT policies. A copy of the training attendance will be maintained by the Contractor and made available to the COR or KO upon request.

1.10.7 OPSEC Training (As determined by AT/OPSEC Review): All Contractor employees and sub-Contractor employees performing services under this contract will complete Level I OPSEC training within 30 calendar days of employment under this contract. OPSEC Level I training is available at https://jkodirect.jten.mil, course number “EUC-ECJ6-110-N-LB”. Training must have been completed within the last 12 months and maintained yearly thereafter. If training cannot be conducted on the website, the Contractor will coordinate with the local OPSEC Officer at their assigned location for classroom training by a Level 2 trained OPSEC Officer and a copy of either the training certificate or the training attendance roster signed by the OPSEC Officer will be maintained by the Contractor. Verification of the training will be provided to the COR or KO upon request.

1.11 The COR or KO will approve all employees in the appropriate database…