1.02 PWS_Final.docx

Financial Improvement and Audit Readiness (FIAR) Support In Support of Commander Naval Surface Forces, U.S. Pacific Fleet Naval Base Coronado, San Diego, CA Part 1 General Information

1. GENERAL: This is a non-personal services contract to provide financial analysis, audit readiness, system support, and training services in support of Commander Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC; a.k.a. CNSP) located at Naval Base Coronado, San Diego, CA. The Government shall 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/Introduction: The contractor shall provide non-personal services necessary to perform Financial Analysis, Audit readiness, System support, and Training services as defined in this Performance Work Statement. The contractor shall perform to the standards in this contract.

1.2 Background: The Commander, Naval Surface Forces, U.S. Pacific Fleet (COMNAVSURFPAC), a Naval Type Commander (TYCOM), and an echelon III command, is under the administrative and operational command of Commander, U.S. Pacific Fleet (COMPACFLT). The COMNAVSURFPAC (CNSP) Comptroller has the responsibility for the oversight, analysis, execution, and overall management of the CNSP Financial Analysis, Audit readiness, System support, and Training services program. The Contractor shall provide comprehensive financial analysis, audit remediation, system support, and training services to Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. This encompasses a wide array of functions crucial for maintaining financial integrity and operational efficiency across the surface forces.

1.3 Objective: The contractor shall provide services and functions described herein to assure effective and efficient operation of the CNSP Financial Management Program.

1.4 Scope: The Contractor shall provide comprehensive financial analysis, audit remediation, system support, and training services to Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. This encompasses a wide array of functions crucial for maintaining financial integrity and operational efficiency across the surface forces.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years. The Period of Performance (POP) reads as follows:

1.6 General Information

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which they assure themselves that the work complies with the requirement of the contract. The QCP is to be delivered within 30 days after contract award subject to approval by the Contracting Officer Representative (COR). (See Section L for QCP required content).

1.6.2 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays: The contractor is not required to perform services on federal holidays.

Independence Day

1.6.4 Hours of Operation: The contractor is responsible for conducting business between the hours of 0630 to 1700 with core hours 0900-1500, 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. 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. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 Place of Performance: The work to be performed under this contract will be performed at COMNAVSURFPAC, Comptroller Office, Code N00F, Building 11, 2841 Rendova Road, Naval Base Coronado, San Diego, CA 92155.

1.6.6 Dress Code: Contractor employees are expected to adhere to a professional dress code that reflects the stature and reputation of a three-star admiral command. As representatives of this distinguished leadership, it is essential that attire reflects the highest standards of professionalism, respect, and discipline. In addition, contractor employees should wear clothing appropriate to their assigned task, with particular attention to safety requirements and in accordance with the applicable Occupational Safety and Health Administration (OSHA) regulations.

1.6.7 Identification Card/Badge (CAC): Contractor employees are required to obtain a government-issued Identification Card/Badge, specifically a Common Access Card (CAC), prior to commencing work. Contractor employees must always retain possession of their ID Card while working on government installations. Personnel are subject to challenge and removal from the facility or denial of access to the installation if the ID card is not in their possession. It is the Contractor’s responsibility to rigorously enforce this requirement. In the event a Contractor employee loses their ID card, the loss shall be immediately reported to the COR and site Security Manager, who will facilitate the issuance of replacement ID cards. All government-provided ID cards shall be returned to the Government either upon the completion of the contract or upon the termination of employment of individual employees. The Contractor is ultimately responsible for the return of all ID cards issued to their employees.

1.6.8 Type of Contract: This contract will be awarded as Firm Fixed Price.

1.6.9 Security Requirements: Contractor personnel performing work under this contract must obtain a Secret clearance at time of the proposal submission and must maintain the level of security required for the life of the contract. The security requirements are in accordance with the attached DD254.

1.6.9.1 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.10 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, 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 inform the contractor how the government views the contractor's performance, and the contractor will inform the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.11 Contracting Officer Representative (COR): The COR will be identified by a 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 the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including government drawings, designs, specifications; monitor Contractor's performance and notify 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. The COR is not authorized to change any of the terms and conditions of the resulting contract.

1.6.12 Key Personnel: Key personnel are deemed essential to the performance of this effort and cannot be replaced without prior notification to the Government. Offerors are required to provide resumes for the key personnel. Contractor personnel shall be fully capable of performing in an efficient, reliable, and professional manner. The Contractor shall be responsible for employing technically qualified key and non-key personnel to perform the work specified in the Performance Work Statement and technical exhibits. During the contract period of performance, new financial and accounting processes and systems will be identified by the COR with an associated deployment and implementation schedule. The Contractor shall maintain personnel capabilities, skills, and certifications to meet the requirements of an evolving environment.

The Government will evaluate resumes for the Key Personnel labor categories based on the strength of the proposed individual’s experience and education. The Government enjoys considerable discretion in evaluating the resumes for Key Personnel. In determining which rating to apply, the Government will favorably consider the extent to which the described experience and education in the resumes are in-depth, significant, relevant, and recent. All key personnel shall be clearly identified in the Staffing Plan.

The Government will also favorably consider the extent to which the described experience and education contribute to successful performance of the PWS and/or the mission. It is within the Technical Evaluation Board’s discretion to determine whether the resumes properly demonstrate the knowledge, skills and experience levels required to meet the PWS requirements. Care should be taken to explain how any experience relates to the key position. Merely stating years of experience, or where the proposed personnel worked, will not be sufficient. Each resume should be detailed work experience and affirmatively demonstrate how it relates to the PWS.

Key Personnel Labor Categories Senior Financial Analyst III (Program Manager) (x1) Financial Analyst III (FIAR Analyst) (x2)

Non-Key Personnel Labor Categories Financial Analyst III (x2) Financial Analyst II (x2)

The following personnel are considered key personnel by the government

1. Senior Financial Analyst III (x1) – will perform Lead Financial Program Analyst functions. The Lead Financial Program Analyst will be responsible for the performance of the work and have full authority to act for the contractor on all contract matters relating to the daily operation of this contract.

Security Clearance:

· “Secret” level clearance at the time of award.

Education:

Contractor personnel shall have bachelor’s degree in accounting, finance, or business from an accredited United States college or university and minimum of 5 years of relevant experience.

Experience Description:

The following is a detailed description of the labor category experience that in the judgment of the Navy is required to successfully perform this effort. The Government will evaluate resumes based on the strength of the proposed individual’s experience and rate the resume accordingly.

Recent experience as a Lead Financial Program Analyst. Plan, direct, coordinate and analyze accounting and other financial activities of a branch, office or department of establishment ensuring the efficient and skilled use of resources. Recommend alternative methods of funding to meet financial program objectives.

Recent Lead Financial Program Analyst experience includes generating regular and ad-hoc financial reports utilizing Navy Enterprise Resource Planning (N-ERP), Defense Travel System (DTS), Wide Area Workflow (WAWF), Advana, Jupiter, Microsoft Access databases, Excel, and Power BI. This role involves performing in-depth variance analysis to identify and explain budget deviations while recommending corrective actions, reviewing contract compliance to minimize financial risks, and providing continuous support to program managers for budget development, cost tracking, and financial reporting. Additionally, experience encompasses supporting command feeder systems and key NAVY ERP modules, ensuring thorough financial documentation and audit readiness.

Experience utilizing financial and business process expertise includes developing comprehensive training strategies to sustain an effective N-ERP training program and creating or updating SOPs, desk guides, learning aids, and other documentation for stakeholders and end users. Responsibilities also include trial balance reconciliation, generating reports from multiple financial systems, identifying variances between feeder systems and N-ERP, and reporting on abnormal balance resolution efforts. Administrative duties such as scheduling meetings, preparing agendas, briefing materials, managing action items and meeting minutes further supporting program management and compliance efforts.

Minimum of five years of recent experience. The Navy considers “recent” experience to be experience acquired within the last two years.

2. Financial Analyst III (x2) Security Clearance:

· “Secret” level clearance at the time of award.

Education:

Bachelor’s degree in accounting, finance, business or minimum of 5 years of recent financial/audit experience.

Experience Description:

The Government will evaluate resumes to ensure that the minimum education requirements and/or recent experience are met. In addition, the Government will evaluate resumes based on the strength of the proposed individual’s experience and rate the resume accordingly.

Recent FIAR Analyst experience includes active participation in Business Process Improvement (BPI) initiatives to standardize and enhance financial management processes in preparation for independent audits. Responsibilities encompass comprehensive support to meet Internal Review Manual (IRM) and FIAR objectives, managing audit response activities for Navy, coordinating Samples and Findings Questions (FQs), and overseeing the tracking and timely closure of Corrective Action Plans (CAPs). The role also involves leading discussions with Subject Matter Experts (SMEs) on Business Process Narratives (BPN) and Standard Operating Procedures (SOPs), developing standardized financial policies, conducting sustainment testing of internal controls, and performing deep-dive analysis of Unliquidated and Undelivered Orders to support financial sustainment efforts.

Experience utilizing financial systems and methodologies includes developing and implementing Internal Control Review (ICR) testing programs and supporting all ICR requirements in coordination with AU Points of Contact (POCs). Expertise in Jupiter, supports Budget Execution Validation (BEV), CERMC, FERMC, and ‘One FM’ metrics. Serves as a primary liaison for audit responses, data calls, and compliance inspections, supports preparation for command certifications and Command Readiness Assessment Visits (CRAV), and ensures audit readiness through thorough documentation, internal checks, and adherence to standards and regulations Minimum of five years of recent experience. The Navy considers “recent” experience to be experience acquired within the last two years.

The following personnel are considered non-key personnel by the government:

3. Financial Analyst III (x2)

Security Clearance:

· “Secret” level clearance at the time of award.

Education:

· Bachelor’s Degree (desired), No specific discipline Experience Description:

The Government will evaluate resumes to ensure that the minimum education requirements and/or recent experience are met. In addition, the Government will evaluate resumes based on the strength of the proposed individual’s experience and rate the resume accordingly.

Recent Navy Business Operations Financial Analyst experience includes leading Business Process Improvement (BPI) initiatives using Lean, Six Sigma, and the Navy’s “Get Real Get Better” (GRGB) methodology to enhance efficiency and reduce waste. Responsibilities encompass standardizing shipboard financial management processes through development and review of SOPs and user manuals, delivering training on afloat financial integration with N-ERP and feeder systems, and ensuring all training meets Department of the Navy standards. Monitoring DoD Financial Management Certification progress, managing DON data calls, and maintaining SharePoint sites to support audit readiness and financial program collaboration.

Experience utilizing technical and analytical tools to support financial operations includes creating customized reports and templates with Microsoft Power BI, Access Database, and Excel for in-depth data analysis. Expertise extends to developing and maintaining centralized digital repositories for financial process documentation aligned with Navy FIAR standards, designing automated workflows using Microsoft SharePoint and UiPath to improve audit response and data reconciliation processes, and providing technical writing support for Comptroller Guidance updates and other key financial directives. Additionally, experience includes developing training materials, conducting user training, and offering ongoing troubleshooting and quality assurance support.

Minimum of five years of recent experience. The Navy considers “recent” experience to be experience acquired within the last two years.

The following personnel are considered non-key personnel by the government:

1. Financial Analyst II (x2) Security Clearance:

· “Secret” level clearance at the time of award.

Education:

· No bachelor’s degree required

The Government will evaluate resumes to ensure that the minimum education requirements are met. In addition, the Government will evaluate resumes based on the strength of the proposed individual’s education and rate the resume accordingly.

Experience Description:

Recent experience in the use of various financial and supply systems such as Navy Enterprise Resource Planning (N-ERP), Defense Travel System (DTS), SYNCADA, and the Continuous Monitoring Program (CMP) includes performing budget and accounting functions. Responsibilities encompass collecting, consolidating, and monitoring obligation data, reviewing and resolving suspended and unmatched financial transactions, and conducting obligation validation and reconciliation within Navy official accounting systems. This experience ensures the accuracy of month-end financial reports and supports audit readiness through diligent financial reconciliations and corrective actions.

Recent experience with various financial management processes involves processing funding documents, including purchase requests (PRs), tracking, posting, and reconciliation, while providing training and assistance to end users submitting requests in N-ERP. Additional duties include analyzing legacy and prior-year financial transactions to maintain data integrity, collaborating with stakeholders to improve processes and system data quality, and offering technical support and specialized Navy ERP training for advanced users. These efforts contribute to effective budget financial management and sustainment of Navy ERP migration and audit compliance.

Minimum of three years of recent experience. The Navy considers “recent” experience to be experience acquired within the last two years.

1.6.13 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and work 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 that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. Contractor personnel will be required to obtain a Common Access Card (CAC) in the performance of this service.

1.6.14 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 to 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. DFARS Clause 252.227-7013 Rights in Technical Data – Noncommercial Items will be incorporated in solicitation and contract.

1.6.15 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 implement 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.

1.6.16 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 30-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.

1.6.17 Extended Vacancies: Personnel required to perform taskings shall be available during the stated period of performance of the task order. The task order shall be subject to downward price adjustment on a day for day basis in accordance with the clause at Federal Acquisition Regulation (FAR) 52.212-4(a), Contract Terms and Conditions -Commercial Items, for each full time equivalent (FTE) labor category where a vacancy exceeds twenty (20) business days. Downward adjustment shall include the initial 20 days of vacancies, in addition to any additional days in excess of 20 business days. Vacancy days shall accumulate over each period of performance. Excluding any stop work order, at the beginning of a new period of performance, either through option exercise or other extension of order, the number of days vacant for each labor category shall revert to zero. The Government will calculate the downward adjustment by taking the labor rate of the labor category vacancy multiplying by eight hours for each day and summing the value. Downward adjustment shall not exceed the total number of hours proposed for the associated vacant labor resource.

1.6.18 Telecommuting and Telework: Telecommuting/telework is defined as authorization for an employee that generally works at the Government location, to work at an alternate location (i.e., at the employee’s home or Contractor location) either long term or temporarily. Long-term is defined as six or more months in duration. Contractor shall provide a written request with appropriate rationale for COR approval prior to any telecommuting/telework. Telecommuting/telework requests shall be approved in writing on a case-by-case basis by the COR. Telework authorizations may be rescinded in writing by the COR or Contracting Officer at any time. If approved, personnel must be available to return to their assigned onsite location within one hour to meet emergent requirements if CNSP COR instructs, and be active (e.g., green status) and available for ad-hoc and planned call or messaging on CNSP’s used virtual tools (e.g., Microsoft TEAMS) during established work hours.

If telework authorization is rescinded the contractor employee shall report to the performance location within two business days of notice. If any position where a telework authorization has been rescinded becomes vacant, the vacancy language of paragraph 1.6.16 shall apply.

1.6.19 Telecommuting/telework is generally Customer specific, and all telework-approved equipment shall be authorized by the Government for use. Government furnished equipment shall include a government issued computer laptop. All additional office equipment associated with consumables and supplies including but not limited to printer, scanner, shredder, and media shall be provided by the Contractor. Non-Government provided equipment shall not be installed or connected to government provided computers. All government work products must be conducted on a government issued computer laptop and stored on the local share drive.

1.6.20 All telecommuting/telework expenses for equipment, setup, support, including but not limited to secure Internet and Wi-Fi, modems and switches, telephone equipment and connectivity, and other equipment or services shall be borne by the Contractor. Operating costs associated with the Contractor using an alternate worksite shall not be assumed by the Government. At alternate duty locations, the Contractor shall be always available while working especially during core hours via electronic mail, Microsoft Teams and phone.

1.6.21 Contractor shall be responsible for adequate oversight of personnel performing tasking under any issued telework authorization.

1.6.22 Privacy Act and Health Insurance Portability and Accountability Act (HIPPA): The Contractor may have access to and/or work with personally identifiable information (PII) in performance of this contract. The Contractor shall adhere to Privacy Act requirements and applicable DoD, Department of Navy (DON), and COMNAVSURFPAC regulations, instructions, directives, and policies regarding PII, including but not limited to NIST 800-122 “Guide to Protecting the Confidentiality of Personally Identifiable Information (PII).”

1.6.23 The Contractor may have access to and/or work with personal health information (PHI) in performance of this contract. The Contractor shall adhere to HIPPA requirements and applicable DoD, DoN, and COMNAVSURFPAC regulations, instructions, directives, and policies regarding PHI, including but not limited to NIST 800-66 “An Introductory Resource Guide for Implementing the Health Insurance Portability and Accountability Act (HIPAA) Security Rule.”

1.6.24 For both PII and PHI, the Contractor agrees to assume responsibility for protecting such information, using best practices, and compliance with applicable references.

PART 2

2.0 DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12. WORKDAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

PART 3

3.0 GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: None.

3.2 Facilities: The Government will provide the necessary workspace for the contractor staff to provide the support outlined in the PWS to include desk space, telephones, computers, and other items necessary to maintain an office environment.

3.4 Equipment: Office equipment provided as part of the Facilities, are incidental to the place of performance.

3.5 Materials: The Government will provide applicable Standard Operating Procedures and Policies in either paper or electronic format.

Note: The contractor shall maintain the assigned office space(s) in a neat and orderly manner. The contractor shall only use Government provided items to accomplish the tasks required under this contract. Personal or company use of phones, utilities, computers, printers, copiers, etc., not directly related to required services is strictly prohibited. The contractor shall not remove any Government-provided items from the worksite without the express written permission of the COR or his/her designated representative.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2 Secret Facility Clearance: The contractor shall possess and maintain a SECRET facility clearance from the Defense Counterintelligence and Security Agency. The contractor’s employees, performing work in support of this contract shall have eligibility for secret access from the Defense Consolidated Adjudications Facility (DoD CAF). The DD 254 is provided as Attachment 1.

PART 5

SPECIFIC TASKS

5. Specific Tasks:

The contractor shall provide the effort described herein for comprehensive financial analysis, audit remediation, system support, and training services to the Commander, Naval Surface Forces, Pacific Fleet (CNSP) Comptroller Finance staff. Services shall include providing comprehensive audit response documentation, actively participating in Business Process Improvement (BPI), sustaining internal controls, managing data reconciliation and financial analysis, and developing training materials and systems support to ensure financial integrity and operational efficiency across the surface forces.

The contractor shall provide a support team with demonstrated expertise and experience with COMPACFLT feeder systems, business processes, and NAVY ERP modules (e.g., B2A - Budget to Authorize) pertinent to NAVY ERP (N-ERP) migration. The contractor shall also provide comprehensive program management to ensure timeliness of deliverables identified by CNSP and programmatic controls that ensure good stewardship of government resources to prevent fraud, waste, and abuse.

5.1 – Financial Analysis and Reporting. Perform ongoing financial analysis and reporting in support of CNSP's budget execution. The contractor shall:

5.1.2 Perform ongoing financial analysis and reporting in support of CNSP's budget execution.

5.1.3 Generate routine and ad-hoc financial reports from N-ERP, Advana, Jupiter, DTS, and WAWF. Generate regular and ad-hoc reports using Microsoft Access Databases, Excel and Power BI providing stakeholders with timely and accurate financial information.

5.1.4 Perform trial balance reconciliation.

5.1.5 Identify and resolve abnormal balances. The contractor shall identify abnormal balances providing a monthly status report of data cleansing efforts, which will provide the number of transactions resolved and a narrative of actions taken.

5.1.6 Report on data cleansing efforts.

5.1.7 Assist Program Managers with cost tracking, budget development, and expenditure forecasting to ensure fiscal responsibility and informed decision-making. This includes providing full-time support to program managers, assisting with budget development, cost tracking, and financial reporting and analysis.

5.1.8 Perform in-depth variance analysis, identifying and explaining deviations from budget and recommending corrective actions.

5.1.9 Review and analyze contract terms and conditions, ensuring compliance and minimizing financial risks.

5.1.10 Provide administrative support in the form of scheduling meetings, coordinating with attendees, preparing agendas, briefing material, action items, POA&M, and meeting minutes.

5.1.11 Perform budget and accounting functions which encompass a wide variety of CNSP and subordinate activities, ensuring the financial status of CNSP is accurately reflected on month-end official financial reports prior to submission to higher authority.

5.1.12 Collect, consolidate, and monitor obligation data received from approximately 145 OPTAR/TADTAR holders via the Transmittal (TL) and Budget OPTAR Report (BOR) processes for current and prior fiscal years.

5.1.13 Review, research, analyze, and process suspended obligation transactions on interface error report(s), suspended invoices and rejected invoices reports, and Unmatched Disbursement Report, and other error and suspense reports.

5.1.14 Apply sound principles of accounting to identify budgetary issues and their potential implications; research, analyze, and determine the validity of these issues; formulate and recommend effective solutions or take necessary corrective action including processing required financial adjustments in the accounting system.

5.1.15 Conduct obligation validation review and reconciliation between COMNAVSURFPAC activities and Navy official accounting system's

5.1.16 Provide and assist technical writing support to standardize and streamline financial management processes, ensuring the consistent creation and delivery of key documents, including the Comptroller Guidance (quarterly updates), Travel Guidebook, Execution Guidebook, and local Instructions (such as Travel, Time & Attendance, Contract Service Management). This also includes developing desktop procedures, Standard Operating Procedures (SOPs), user manuals, and other shipboard financial guidance and directives.

5.1.17 Conduct a thorough review of existing documentation, guidebooks and reporting processes to identify gaps and inefficiencies. Develop a tailored strategy to modernize technical writing practices and enhance the clarity, accuracy, and usability of deliverables.

5.1.18 Enhance guidebooks and reporting templates by implementing initial improvements that prioritize standardization and accuracy. Iterative reviews will be conducted to refine these updated materials and processes, ensuring they align with CNSP’s objectives as well as stakeholder expectations.

5.2 – FIAR and Audit Remediation Support. Provide complete Financial Improvement and Audit Readiness (FIAR) support. The contractor shall:

5.2.1 Respond to audit data calls.

5.2.2 Oversee all audit (Navy & PACFLT) response activities, including the coordination and provision of Samples, Provided By Client (PBCs) documents, and Findings Questions (FQs).

5.2.3 Compile PBCs and KSDs.

5.2.4 Track Corrective Action Plans (CAPs) and manage milestones for sustainment and remediation.

5.2.5 Disseminate audit findings and meticulously oversee the tracking and timely completion of CAPs and Milestones, specifically focusing on PACFLT CAPs and Sustainment CAPs.

5.2.6 Conduct Internal Control Review (ICR) testing.

5.2.7 Develop and implement the CNSP Internal Control Review (ICR) testing program and coordinate with AU Points of Contact (POCs) for Sustainment Testing.

5.2.8 Respond to DON FMO, PACFLT Internal Review Program (IRP) and manage all CNSP ICR requirements.

5.2.9 Assist with all phases of sustainment testing initiated by the FIAR Supervisor, encompassing preparation of Samples, preparation of Key Supporting Document (KSD) packages, development of CAPs for remediation of findings, and implement process improvements as a result from sustainment testing.

5.2.10 Evaluate CNSP-relevant CUECs.

5.2.11 Develop comprehensive testing procedures for CNSP-relevant Complimentary User Entity Controls (CUECs).

5.2.12 Evaluate CUECs and determine their applicability to CNSP-relevant systems.

5.2.13 Respond to Notices of Findings and Recommendations (NFRs), ensuring alignment with DON FMO and PACFLT audit objectives.

5.2.14 Receive direction from PACFLT FIAR/FIAR Supervisor to formulate responses to Notices of Finding and Recommendation (NFRs).

5.2.15 Coordinate closely with the FIAR Supervisor and provide support related to sample findings, work to incorporate milestones at the AU level, and provide constructive feedback as necessary to the FIAR Supervisor.

5.2.16 Provide comprehensive support to accomplish Internal Review Manual (IRM) and FIAR program objectives, aligning with the goals established by the Secretary of the Navy.

5.2.17 The contractor shall: Monitor communication channels between Subject Matter Experts (SMEs) and the FIAR team to facilitate efficient information exchange and prompt issue resolution.

5.2.18 Provide dedicated FIAR Support for CNSP N00F Comptroller, including all Government/Client Directed tasks.

5.2.19 Serve as the primary liaison between the Department of the Navy’s Office of Financial Operations DON (FMO), PACFLT, and the FIAR Supervisor for all audit response activities, data calls, and other related matters.

5.2.20 Support N00F Comptroller BPN/SOP development and subsequent updates.

5.2.21 Collaborate and perform in-depth research/deep-dive analysis for Unliquidated Orders (ULOs), and Undelivered Orders (UDOs) to bolster sustainment efforts.

5.2.22 Have knowledge in Jupiter and how it is used to support Budget Execution Validation (BEV), Commander’s Enterprise Resource Management Council (CERMC), Financial Execution and Reporting Management Council (FERMC) and ‘One FM’ metrics.

5.2.23 Conduct assessments for compliance and provide support for ongoing N00F FIAR tasks, such as PACFLT Semi-Annual Delegation of Authority (DOA)/DD577 certification and required BEV KSD samples.

5.2.24 Support compliance inspections and Command Readiness Assessment Visits (CRAV).

5.2.25 Prepare and maintain audit readiness for compliance inspections, including thorough internal checks, detailed documentation, and adherence to specific standards and regulations.

Task 5.3 – Business Process Improvement and Standardization. The contractor shall:

5.3.1 Support financial process optimization through structured Business Process Improvement (BPI) efforts using Lean Six Sigma and the Navy's “Get Real, Get Better” (GRGB) initiative.

5.3.2 Review and update Standard Operating Procedures (SOPs), Business Process Narratives (BPNs), and process maps.

5.3.4 Lead Business Process Narrative (BPN)/Standard Operating Procedure (SOP) meeting discussions with SMEs, offering guidance, providing updates, and conducting reviews of all BPN/SOP Audit Units (AUs).

5.3.5 Implement automated workflows to streamline audit response and CAP tracking.

5.3.6 Develop BI and automation solutions using Power BI, SharePoint, and UiPath.

5.3.7 Engage with business process stakeholders to build Business Intelligence (BI) and Automation capability that complements and enhances the native BI and Automation capability of NAVY ERP.

5.3.8 Participate in Business Process Improvement (BPI) to improve and standardize COMNAVSURFPAC’s financial management and business processes, with the goal to prepare for and pass independent financial audits.

5.3.9 Identify Process improvement by developing, documenting, and enforcing standardized financial management policies and procedures across the DON enterprise.

5.3.10 Perform Business Process Improvement (BPI): Analyze and optimize business processes to enhance efficiency, reduce waste, and improve quality, using methodologies like Lean and Six Sigma and U.S. Navy initiative “Get Real Get Better" (GRGB).

5.3.11 Map current processes, identify inefficiencies, develop solutions with cross-functional teams, monitor performance metrics, and ensure alignment with overall business goals.

5.3.12 Provide standardization of financial management processes in the form of shipboard financial user's manuals, standard operating procedures (SOPs), and instructions. This includes developing and reviewing SOPs and process guidance documentation specifically related to CNSP’s financial guidance and systems.

5.3.13 Provide customized reports and/or report templates in response to specific requests from Comptroller Finance staff leveraging tools such as Microsoft POWER BI Access Database and Excel for robust data analysis and reporting.

5.3.14 Monitor and respond to data calls in the DON TASKER system (ETMS2) by compiling, validating, and submitting required financial data and reports within specified deadlines.

5.3.15 Provide technical writing support to standardize financial management processes and produce products/deliverables for the Comptroller Guidance (quarterly updates), the travel Guidebook and Execution Guidebook, local Instructions (Travel, Time & Attendance, Contract Service Management, etc.), desktop Procedures and Standard Operating Procedures (SOPs) and other shipboard financial guidance, user manuals, and directives.

5.3.16 Design, document, and maintain standard financial workflows for audit response coordination, CAP development, financial control testing, and data reconciliation. Implement automated workflows in Microsoft SharePoint and/or UiPath to reduce manual effort and improve task tracking. Provide documentation and user training on developed workflows.

Task 5.4 – Training and Knowledge Transfer. Develop and maintain a robust Navy ERP and financial process training program tailored for CNSP stakeholders. The contractor shall:

5.4.1 Create deliverables including SOPs, learning aids, user guides, and desk procedures, as well as in-person and virtual training sessions.

5.4.2 Develop, review, and update SOPs, desk guides, learning aids, instructions, guide books and other documentation to support CNSP stakeholders and end user community.

5.4.3 Ensure compliance with DON training standards, maintain records of participation and certification, and align training strategies with Financial Management Certification and FIAR sustainment goals.

5.4.4 Provide a Training Strategy and Plan outlining the approach to successfully deliver and sustain an effective NAVY ERP Training Program.

5.4.5 Deliver training and instruction in afloat financial process integration with N-ERP and feeder system transactions, including detailed fuel financial management.

5.4.6 Ensure that all delivered training adheres strictly to DON standards and effectively equips participants with the requisite knowledge and skills to successfully complete a certification exam.

5.4.7 Monitor, track, and report DoD Financial Management (FM) Certification progress for assigned staff.

5.4.8 Provide assistance and training with Learning Management System (LMS).

5.4.9 Develop training materials and conduct training for end users. Provide ongoing support and troubleshooting assistance including Testing and Quality Assurance.

5.4.10 Provide technical support and user training for advanced financial system functional users, including conducting specialized Navy ERP training.

Task 5.5 – Systems and Data Integration Support. Support the integration and validation of data across Navy ERP and its feeder systems. The contractor shall:

5.5.1 Reconcile data from DTS, WAWF, CMP, and other sources with Navy ERP trial balances.

5.5.2 Validate data accuracy for year-end close; and resolve system variances and abnormal balances.

5.5.3 Validate the completeness and accuracy of accounting and transactional data loads; identifying variances between legacy and target trial balances that must be adjudicated as part of the year-end close process in N-ERP.

5.5.4 Manage digital repositories (SharePoint/CMP) to support audit readiness, financial documentation, and end-user accessibility.

5.5.5 Build and maintain an intuitive SharePoint site aligned with CNSP’s audit and financial programs. Integrate workflows, document libraries/repositories, calendars, dashboards, and collaboration spaces.

5.5.6 Establish and maintain a centralized digital repository for all financial process documentation, including SOPs, BPNs, training materials, audit response templates, and financial models. Ensure the repository is logically structured, access-controlled, versioned, and supports robust search capabilities. Align repository taxonomy with Navy FIAR documentation structure to support consistency and audit readiness.

5.5.7 Provide technical and functional support for problem definition, in-depth analysis, metrics development, systems specifications, and implementation for complex financial systems or financial issues.

5.5.8 Maintain meticulous financial documentation, ensuring audit readiness and compliance with internal policies and procedures.

5.5.9 Generate financial reports from various systems such as N-ERP, Advana/Jupiter DTS, WAWF, SMARTS etc.

5.5.10 Identify variances between feeder system and N-ERP.

5.5.11 Use of various supply and financial systems such as N-ERP, DTS, SYNCADA and Continuous Monitoring Program (CMP). Provided specialized financial support for prior-year financial analysis and Navy ERP migration and sustainment. Key responsibilities included:

5.5.12 Create and maintain repositories in the CMP (Content Management Portal) for the secure transfer and sharing of financial files and supporting documentation between units.

5.5.13 Analyze and resolve legacy and prior-year financial transactions and data within N-ERP, ensuring financial integrity and accuracy.

5.5.14 Perform financial reconciliations and resolve discrepancies to support audit readiness and accurate financial reporting.

5.5.15 Collaborate with stakeholders to improve financial management…