1. SOW ERO INTEL UNIT INTEL RESEARCH AND ANALYTICAL SUPPORT SERVICES_V1.1.docx

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ERO Overwatch and National Security Enforcement (ERO ONE) Intelligence Research Specialist Professional Support Services
Solicitation number
RFI091826
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This is a Statement of Work (SOW) for Intelligence Research Specialist Professional Support Services to support the ERO Overwatch and National Security Enforcement (ERO ONE) initiative within the Department of Homeland Security's Immigration and Customs Enforcement (ICE). The Government requires approximately 142 Intelligence Research Specialists (IRS) and one Project Manager to provide research, analysis, evaluation, reporting, coordination, and related intelligence support to ERO ONE headquarters and 26 designated field locations throughout the United States, including positions at Potomac Center North (PCN) in Washington, DC, the National Center for Analysis and Targeting of Trafficking (NCATC), the Port of Entry Research Center (PERC), and the Law Enforcement Support Center (LESC). The primary objective is to obtain qualified contractor personnel capable of conducting all-source intelligence research and analysis involving classified and unclassified information from authorized sources to support ERO law enforcement operations with nexus to national security, public safety, officer safety, and detention-related activities.

The SOW specifies twelve major task categories: intelligence collection support, intelligence research and analysis, intelligence product development, trend and threat analysis, intelligence gap identification, network and relationship analysis, intelligence program support, liaison and coordination, field intelligence support, analytical support to operational planning, briefing and presentation support, and complex or sensitive intelligence matters. IRS personnel must possess a bachelor's degree in relevant disciplines (or four additional years of directly relevant experience), a minimum of eight years of progressively responsible analytical experience, three years developing finished intelligence products, and two years of briefing experience. The Project Manager must hold an active Top Secret security clearance with Sensitive Compartmented Information (SCI) eligibility. All contractor personnel must comply with extensive security, privacy, and information handling requirements, including compliance with DHS policies, FBI background investigations, and separation checklists. Deliverables include monthly status reports, intelligence assessments, threat analysis, network diagrams, briefing materials, and corrective action documentation. The contract structure is anticipated to be Firm-Fixed-Price (FFP), with monthly invoicing required no later than the fifth business day following each month of performance, and payment within 30 calendar days of proper invoice submission. Performance standards establish an Acceptable Quality Level (AQL) of 95-100% across qualified workforce maintenance, staffing levels, product quality, timeliness, and security compliance, with Government surveillance conducted through the Quality Assurance Surveillance Plan (QASP).

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U.S. DEPARTMENT OF HOMELAND SECURITY (DHS)

Immigration and Customs Enforcement (ICE) Office of Enforcement and Removal (ERO) ERO Overwatch and National Security Enforcement (ERO ONE)

ERO OVERWATCH AND NATIONAL SECURITY ENFORCEMENT (ERO ONE) – INTELLIGENCE RESEARCH SPECIALISTS PROFESSIONAL SUPPORT SERVICES

STATEMENT OF WORK (SOW)

August 20, 2026

Confidentiality Statement WARNING: This document is FOR OFFICIAL USE ONLY (FOUO). It contains information that may be exempt from public release under the Freedom of Information Act (5 U.S.C. 552). It is to be controlled, stored, handled, transmitted, distributed, and disposed of in accordance with DHS policy relating to FOUO information and is not to be released to the public or other personnel who do not have a valid “need-to- know” without prior approval of an authorized DHS official.

Table of Contents

1.Purpose7
2.Background7
3.Scope8
3.1Non-Personal Services8
3.2Government-Retained Authorities9
3.3Authorized Government Direction9
4.Task10
4.1Intelligence Collection Support10
4.2Intelligence Research, Analysis, Evaluation, and Reporting10
4.3Intelligence Product Development11
4.4Trend, Threat, and Emerging Issue Analysis12
4.5Intelligence Gap and Requirements Support12
4.6Network, Link, and Relationship Analysis13
4.7Intelligence Program and Process Support13
4.8Liaison and Coordination Support14
4.9Field Intelligence Support15
4.10Analytical Support to Operational Planning15
4.11Briefings and Presentations Support15
4.12Complex, Sensitive, and Emerging Intelligence Matters16
5.Contractor Personnel and Staffing16
5.1Staffing Locations16
5.2Intelligence Research Specialist (IRS) Requirements17
5.3Key Personnel – Project Manager (PM)20
5.4PM Responsibilities20
5.5Replacement of Key Personnel21
5.6Replacement of IRS Personnel21
6.Contract Management and Supervision21
7.Quality Control22
8.Deliverables and Reporting22
8.1Deliverables Table23
8.2Required Government Meetings30
8.3Submission, Review, and Acceptance30
9.Performance Requirements30
10.Government Review and Surveillance35
11.Transition Requirements36
12.Administrative and Performance Requirements37
12.1Personnel Security37
12.2Contractor Tools and Software37
12.3Travel37
12.4Other Direct Costs, Non-Travel38
12.5Government Furnished Equipment (GFE)38
12.6Government Furnished Information38
12.7Place of Performance and Hours of Work38
12.8Federal Holidays38
12.9Emergency, Natural Disasters, and Other Occurrences39
13.General Invoicing Requirements39
14.Required Contract Language41
14.1Clauses41
14.2PRIVACY REQUIREMENTS FOR CONTRACTOR AND PERSONNEL41
14.3Limiting Access to Privacy Act and Other Sensitive Information41
14.4Prohibition on Performing Work Outside a Government Facility/Network/Equipment42
14.5Prior Approval Required to Hire Subcontractors42
14.6Separation Checklist for Contractor Employees42
14.7Contractor’s Commercial License Agreement and Government Electronic Information Rights42
14.8Privacy Lead Requirements43
14.9Immigration and Customs Enforcement (ICE) Cybersecurity44
14.9.1In accordance with ITAR 4.5.4.1 – Compliance with DHS Security Policy Terms and Conditions.44
14.9.2In accordance with ITAR 4.5.3.1 – Compliance with DHS Security Policy Terms and Conditions.44
14.9.3In accordance with ITAR 4.5.3.4 and ITAR 4.5.4.4 – Security Review44
14.9.43052.204-73 NOTIFICATION AND CREDIT MONITORING REQUIREMENTS FOR PERSONALLY IDENTIFIABLE INFORMATION INCIDENTS (JULY 2023)44
14.9.53052.204-71 Contractor Employee Access (JULY 2023)47
14.9.63052.212-70 Contract terms and conditions applicable to DHS acquisition of commercial items.51
14.9.7DHS Use of Artificial Intelligence (AI) Tools52
14.9.8DHS FAR Class Deviation 17-03 – Revision 155
14.9.9In accordance with ITAR 4.5.4.3 – Handling or Processing of Classified Information56
14.9.10As referenced in ITAR 4.5.4.3 and in accordance with FAR 52.204-2 Security Requirements (Aug 1996)57
14.10ICE AI Contract Language57
14.11ICE Data Ownership and Data Quality Requirements for Contracts60
1. Key Definitions60
2. Government Data Ownership, Data Rights, and Contractor Use Restrictions61
3. Data Access, Portability, and Interoperability62
4. Data Quality Framework and Controls63
5. AI-Specific Data, Metadata, and Quality Requirements64
6. Security, Privacy, and Protection of Sensitive Information66
7. Operational Data Submission, Latency, and Unavailability67
8. Data Transition, Disposition, and Audit67
14.12PERSONNEL SECURITY VETTING REQUIREMENTS68
GENERAL68
PRELIMINARY FITNESS DETERMINATION69
CONTRACTOR EMPLOYEE FITNESS SCREENING69
BACKGROUND INVESTIGATIONS71
CONTINUED ELIGIBILITY72
SECURITY MANAGEMENT74
INFORMATION TECHNOLOGY SECURITY75
INFORMATION TECHNOLOGY SECURITY TRAINING AND OVERSIGHT75
14.13Section 508 Requirements75
14.13.1Section 508 Requirements for Technology Products76
14.13.2Section 508 Requirements for Technology Products76
14.13.3Section 508 Requirements for Technology Products77
14.13.4Section 508 Requirements for Technology Products77
14.13.5Section 508 Requirements for Technology Products78
14.13.6Section 508 Requirements for Technology Products78
14.13.7Section 508 Deliverables79

1. Purpose U.S. Immigration and Customs Enforcement (ICE), Enforcement and Removal Operations (ERO), requires contractor-provided intelligence research and analytical support for ERO Overwatch and National Security Enforcement (ERO ONE).

The purpose of this requirement is to obtain experienced Intelligence Research Specialists (IRS) who will provide research, analysis, evaluation, reporting, coordination, and related intelligence support to ERO ONE headquarters and designated field locations.

Contractor-provided IRS personnel will support ERO ONE in researching, evaluating, integrating, and analyzing information from authorized sources; identifying trends, patterns, relationships, threats, and intelligence gaps; preparing intelligence products and briefings; supporting established intelligence requirements; and providing related analytical support to ERO mission activities.

The contractor shall provide qualified IRS personnel, contract management, supervision, quality control, and technical expertise necessary to perform the requirements of this Statement of Work (SOW). Contractor personnel remain employees of the contractor and shall perform under the contractor’s supervision and control.

2. Background ERO ONE supports ERO law enforcement operations by providing intelligence capabilities based primarily on information obtained through or related to ERO operations and other authorized sources.

ERO ONE supports the collection, exploitation, evaluation, analysis, integration, and reporting of intelligence information used to inform ERO mission activities with a nexus to national security, public safety, officer safety, detention-related activities, and other authorized ERO mission requirements.

ERO ONE provides intelligence support to headquarters and field offices through research, analytical products, information sharing, coordination, intelligence program support, and subject-matter expertise. These activities assist ERO personnel in understanding emerging trends, identifying potential threats, recognizing intelligence gaps, assessing relationships and patterns, and evaluating information relevant to ERO mission requirements.

The ERO intelligence environment requires the ability to analyze information from multiple classified and unclassified sources, evaluate the relevance and reliability of information, recognize significant developments, identify information gaps, and convert complex information into clear and useful intelligence products.

The work environment may involve classified national security information, law enforcement sensitive information, personally identifiable information, operational information, and other protected Government information.

The contractor support contemplated by this requirement consists of research, analysis, documentation, coordination, briefing, and related intelligence support. Government priorities, and other inherently government functions.

3. Scope The contractor shall provide qualified Intelligence Research Specialists (IRS) to support ERO ONE at Potomac Center North (PCN), headquarters, ERO field locations, and other Government-approved locations identified in this SOW.

Contractor-provided IRS personnel shall perform intelligence research and analytical support activities associated with established Government requirements. The work may include intelligence collection support; all-source research and analysis; intelligence evaluation and reporting; development of intelligence products; identification and assessment of intelligence gaps; trend, threat, network, and relationship analysis; field intelligence support; liaison and coordination support; analytical support to operational planning; briefing and presentation support; intelligence program and process support; and research related to complex, sensitive, or emerging intelligence matters.

Contractor-provided IRS personnel may support requirements involving multiple ERO offices, geographic areas, programs, operational environments, or intelligence subjects. In performing authorized work, IRS personnel may coordinate with ERO headquarters, ERO field offices, other ICE components, Department of Homeland Security (DHS) organizations, Federal law enforcement agencies, members of the Intelligence Community, the Office of the Principal Legal Advisor, and other authorized Government stakeholders.

The staffing distribution identified in Section 5.1 establishes the baseline staffing requirement. Changes to staffing levels, permanent staffing locations, funding, price, period of performance, or other contractual terms require authorization by the Contracting Officer (CO).

The contractor shall be responsible for assigning, managing, supervising, and scheduling its personnel to meet contract requirements.

3.1 Non-Personal Services

This is a non-personal service contract.

Contractor personnel are employees of the contractor and shall remain under the supervision, direction, and control of the contractor. The contractor is responsible for assigning, supervising, directing, scheduling, evaluating, training, compensating, disciplining, and otherwise managing its personnel.

Government personnel may identify authorized requirements, establish mission priorities, provide technical information, identify expected outcomes, establish due dates, coordinate access to Government information and systems, and evaluate contractor performance.

Government requests affecting contractor staffing, employees assignments, schedules, workload distribution, or other contractor management matters shall be coordinated through the contractor’s Project Manager or other authorized contractor management representative.

Nothing in this section limits the Government’s authority to inspect services, review work products, reject nonconforming work, enforce security requirements, or exercise other rights established by the contract.

3.2 Government-Retained Authorities

Contractor personnel shall perform research, analytical, coordination, documentation, briefing, and advisory support functions only.

Contractor personnel shall not:

· Exercise arrest, detention, search, seizure, interrogation, inspection, investigative, or other law enforcement authorities;

· Independently initiate, conduct, control, or direct criminal investigations;

· Direct or control intelligence or counterintelligence operations;

· Establish final Government intelligence priorities or collection requirements;

· Make final targeting, enforcement, detention, removal, operational, policy, or resource-allocation decisions;

· Direct or supervise Federal employees or other Government personnel;

· Approve contractor-developed intelligence products as official Government positions;

· Authorize dissemination of Government information outside established Government authorities and procedures;

· Make commitments or representations that bind ICE, DHS, or the United States Government; or

· Perform any other inherently government function.

Contractor personnel may prepare research, analysis, assessments, recommendations, draft products, briefing materials, and other work products for Government considerations.

Authorized Government personnel retain responsibility for all final Government decisions, approvals, actions, priorities, and exercise of Government authority.

3.3 Authorized Government Direction

The Contracting Officer (CO) is the only Government official authorized to modify the terms and conditions of the contract.

The Contracting Officer’s Representative (COR) and other authorized Government personnel may provide technical information, clarify existing requirements, establish priorities among authorized work, identify intended outcomes, establish assignment-specific due dates within existing scope, and review performance within their delegated authority.

No Government official other than the CO may change contract scope, staffing requirements, price, funding, period of performance, or other contractual terms.

The contractor shall promptly notify the CO and the COR when it believes a Government request would require a change to the contract.

4. Task The task areas below describe related categories of intelligence research and analytical support and may overlap when necessary to complete an assigned requirement. The identification of an activity or work product under more than one task area does not establish a separate level of effort or duplicate requirement. Contractor personnel shall perform only work that falls within the scope of this SOW and associated with an authorized Government requirement.

4.1 Intelligence Collection Support

Contractor-provided Intelligence Research Specialists (IRS) shall provide research and analytical support associated with established ERO intelligence collection requirements. IRS personnel shall research information from authorized classified and unclassified sources, review available information, identify information relevant to assigned intelligence requirements, and identify gaps that may require additional research or consideration.

IRS personnel shall support the preparation of collection-related materials by developing research summaries, information gap assessments, background materials, draft supporting documentation, and recommendations concerning areas where additional information may be needed. This work may include identifying potential categories or sources of information that could assist in addressing an established intelligence requirement.

The IRS shall evaluate available information for relevance, reliability, timeliness, completeness, and applicability to assigned requirements. IRS personnel shall identify significant information gaps, inconsistencies, or limitations and clearly communicate how those issues may affect the analysis.

Contractor personnel shall maintain familiarity with Government-provided intelligence priorities, established intelligence requirements, procedures, guidance, and analytical standards necessary to effectively support assigned collection-related work.

Contractor collection support is limited to research, analysis, identification of information gaps, identification of potentially relevant authorized information sources, and preparation of supporting materials. Contractor personnel shall not independently establish official Government collection requirements, direct intelligence collection assets or activities, recruit or manage human sources, compel production of information, issues investigative process, or other exercise Government intelligence or law enforcement authority.

4.2 Intelligence Research, Analysis, Evaluation, and Reporting Contractor-provided Intelligence Research Specialists (IRS) shall conduct research, analysis, evaluation, and integration of information obtained from authorized sources. IRS personnel shall review information from multiple sources and assess its relevance, reliability, validity, significance, and relationship to assigned intelligence requirements.

The contractor shall analyze information to identify trends, patterns, relationships, anomalies, indicators, emerging developments, networks, and intelligence gaps. Analysis may involve geographic, political, economic, criminal, organizational, operational, national security, or other factors relevant to the assigned requirement.

IRS personnel shall be capable of conducting research involving complex, incomplete, conflicting, or rapidly changing information. IRS personnel shall apply appropriate analytical methodologies and tools, evaluate alternative explanations where warranted, and develop well-supported analytical findings based on the information available.

Analytical work shall clearly distinguish factual information from analytical judgment when appropriate. Significant assumptions, information limitations, uncertainty, and unresolved gaps that may affect the analysis shall be identified.

The contractor shall prepare significant or specialized studies, intelligence assessments, analytical reports, research memoranda, tactical assessments summaries, and other work products responsive to assigned ERO intelligence requirements.

Contractor analytical conclusions shall reflect the information available and the contractor’s professional analytical judgment and shall not be altered solely to conform to a preferred Government conclusion when the existing conclusion is reasonably supported.

4.3 Intelligence Product Development

Contractor-provided Intelligence Research Specialists (IRS) shall prepare accurate, timely, relevant, properly supported, and clearly written intelligence products appropriate for the intended Government audience.

Products may include intelligence assessments, threat assessments, intelligence summaries, trend analysis, network and link analysis, specialized studies, tactical assessments, strategic analytical products, tactical assessments, strategic analytical products, information-gap assessments, research memoranda, briefing materials, analytical graphics, and other substantially similar intelligence-related products within the scope of this SOW.

Intelligence products shall address the assigned requirement, identify significant findings, explain the analytical basis for material conclusions, and identify significant information gaps or limitations. Products shall be logically organized and written so that Government personnel can clearly understand the information reviewed, the analysis performed, and the basis for the contractor’s findings.

Products shall include appropriate source attribution, classification markings, dissemination controls, and information-handling markings in accordance with applicable Government requirements.

The contractor shall conduct an internal quality review appropriate to the complexity and sensitivity of each product prior to submission.

4.4 Trend, Threat, and Emerging Issue Analysis

The contractor-provided Intelligence Research Specialists shall conduct research and analysis concerning trends, threats, patterns, and emerging developments relevant to established ERO intelligence requirements.

Contractor-provided Intelligence Research Specialists (IRS) personnel shall review current and historical information from authorized sources to identify significant changes in activity, recurring patterns, emerging relationships, network activity, potential threat indicators, and other developments relevant to assigned intelligence requirements.

The contractor-provided Intelligence Research Specialists shall compare current information with historical data, established baselines, previously identified patterns, and other relevant analytical information. Analysis may consider geographic, operational, organizational, criminal, economic, political, national security, or other factors relevant to the assigned requirement.

Contractor-provided Intelligence Research Specialists shall assess the significance of identified developments; evaluate whether available information reasonably supports analytical conclusions; identify significant information gaps, limitations, assumptions, or uncertainty; and identify potential implications or areas requiring additional research or Government consideration.

Products developed under this section shall clearly describe the relevant development, supporting information, analytical findings, significant limitations, and, when appropriate, recommendations for additional research or Government review.

Contractor analysis and recommendations under this section are advisory. Contractor personnel shall not make final Government threat determinations, establish operational priorities, direct enforcement activity, or make other decisions reserved to authorized Government officials

4.5 Intelligence Gap and Requirements Support

The contractor shall provide research and analytical support to identify, document, and assess gaps in information relevant to established ERO intelligence requirements.

Contractor-provided Intelligence Research Specialists shall compare available information with established intelligence requirements and identify information that is missing, incomplete, conflicting, outdated unavailable, or otherwise insufficient to fully address an assigned requirement.

Contractor-provided Intelligence Research Specialists shall assess how identified information gaps, limitations, or inconsistencies may affect analytical findings or conclusions. The contractor may research authorized alternative or supplementary sources of information and prepare intelligence gap assessments, background research, analytical summaries, and recommendations identifying areas where additional research or Government consideration may be appropriate.

The Contractor may also support Government review of existing intelligence requirements by researching changes in the information environment, identifying duplicative or overlapping information needs, and preparing analysis concerning the continued relevance or sufficiency of existing requirements.

Contractor may identify information gaps and recommend areas for additional research or Government consideration. Contractor-provided Intelligence Research Specialists shall not establish, approve, modify, prioritize, or close official Government intelligence requirements. Those determinations remain the responsibility of authorized Government officials.

4.6 Network, Link, and Relationship Analysis

The contractor-provided Intelligence Research Specialists shall conduct analytical research to identify and assess relationships among individuals, organizations, locations, events, activities, data points, and other entities to established ERO intelligence requirements.

Contractor-provided Intelligence Research Specialists shall review information from multiple authorized sources to identify known, reported, or potential relationships; recurring patterns; organizational structures; associations; areas of convergence; temporal or geographic connections; and other linkages relevant to the assigned intelligence requirement.

The contractor-provide Intelligence Research Specialists shall evaluate the significance and reliability of identified relationships and distinguish documented or corroborated relationships from analytical assessments, assumptions, or unresolved associations.

When appropriate to the assigned requirement, the contractor- shall prepare link charts, network diagrams, timelines, analytical summaries, written assessments, or other related products that clearly present significant relationships and the information supporting the analysis.

Analytical products shall identify material information gaps, limitations, uncertainty, or conflicting information that may affect the interpretation of identified relationships.

Contractor-developed network, link, and relationship analysis is analytical support only. Contractor-provided Intelligence Research Specialists shall not make final investigative, targeting, enforcement, detention, operational, or other Government determinations based on the analysis. Such decisions remain the responsibility of authorized Government officials.

4.7 Intelligence Program and Process Support

Contractor-provided Intelligence Research Specialists (IRS) shall provide research and analytical support related to ERO intelligence processes, methodologies, procedures, and program activities.

Contractor-provided Intelligence Research Specialists shall review existing procedures, guides, manuals, analytical practices, and supporting materials to identify gaps, inconsistencies, duplicative activities, or opportunities for improvement.

The contractor-provided Intelligence Research Specialists shall conduct research regarding established and emerging intelligence practices, analytical methodologies, information sharing practices, and other topics relevant to ERO intelligence operations. Contractor-provided Intelligence Research Specialists shall develop draft recommendations, proposed process improvements, analytical reference materials, or supporting documentation for Government review.

Contractor-provided Intelligence Research Specialists shall also support analysis of complex intelligence program issues by gathering relevant information, identifying affected stakeholders, evaluating alternatives, identifying risks or dependencies, and preparing findings and recommendations.

When requested, contractor-provided Intelligence Research Specialists shall assist in preparing or revising draft procedures, guides, process documents, reference materials, or related products for Government review.

Contractor-developed recommendations, proposed procedures, process improvements, methodologies, guides, and reference materials are advisory or draft products unless and until approved by an authorized Government official. Contractor-provided Intelligence Research Specialists shall not establish Government policy, mandatory procedures, program priorities, or official analytical standards.

4.8 Liaison and Coordination Support

Contractor-provided Intelligence Research Specialists (IRS) shall provide analytical and coordination support necessary to facilitate authorized information sharing and collaboration among ERO headquarters, ERO field offices, other ICE components, DHS organizations, Federal law enforcement agencies, members of the Intelligence Community, and other authorized stakeholders.

Contractor-provided Intelligence Research Specialists shall coordinate the exchange of information necessary to complete assigned analytical work, obtain relevant stakeholder input, support meetings and working groups, prepare background information, track issues requiring follow-up, and support authorized information sharing activities.

Contractor personnel shall participate in meetings, working groups, and other coordination activities when their analytical expertise or knowledge of assigned work is relevant. Contractor may present analytical findings, explain contractor-developed research, provide subject matter expertise, and respond to questions regarding work performed under this contract.

Contractor personnel may coordinate information and activities necessary to complete authorized work across organizational and geographic boundaries. Contractor personnel shall identify themselves as contractor personnel when their status would not otherwise be apparent and shall not represent themselves as Government officials. Contractor personnel shall not make commitments on behalf of ICE or DHS, establish Government positions, authorize disclosure or dissemination of Government information, direct Government personnel, or otherwise bind the Government.

4.9 Field Intelligence Support

The contractor shall provide IRS personnel to support designated ERO field locations.

Field IRS personnel shall conduct research and analytical support related to established requirements within the applicable Area of Responsibility.

Field support may include analysis of information developed through authorized ERO activities; identification of trends, patterns, relationships, and intelligence gaps; research concerning local or regional intelligence issues; development of analytical products; and support for authorized information sharing between field offices and headquarters.

Field assignments may require coordination with headquarters personnel, regional intelligence personnel, operational personnel, other field offices, and authorized law enforcement or intelligence partners.

Placement of contractor personnel at a field location does not give the Government field personnel supervisory authority over contractor employees. Government personnel may communicate authorized mission requirements, priorities, information, and required outcomes. The contractor remains responsible for employee supervision, assignments, schedules, leave, performance management, and other employment matters.

4.10 Analytical Support to Operational Planning

The contractor shall provide research and analytical support associated with authorized ERO operational planning requirements.

Support may include background research, identification of relevant intelligence, analysis of trends or patterns, network or relationship analysis, review of geographic information, identification of intelligence gaps, and development of analytical findings concerning relevant risks, relationships, or considerations.

IRS personnel may prepare intelligence summaries, analytical graphics, assessments, background products, and briefing materials that assist Government personnel in understanding available information.

Contractor support to operational planning is analytical and advisory only. Contractor personnel shall not approve operational plans, select enforcement targets, determine whether enforcement action will occur, direct Government personnel, commit Government resources, or exercise operational command or control.

4.11 Briefings and Presentations Support

The contractor shall prepare and, when requested, present intelligence briefings related to authorized requirements.

Briefings may address analytical findings, emerging trends, threat information, intelligence gaps, network or relationship analysis, specialized research, significant developments, or other matters relevant to ERO intelligence requirements.

IRS personnel shall present complex information in a clear, concise, organized, and professional manner appropriate for the intended Government audience.

Briefings shall identify significant findings, relevant supporting information, material assumptions or limitations, and other analytical considerations necessary to understand the work performed.

IRS personnel shall be prepared to explain the analytical basis for findings, respond to questions concerning research and analysis, and discuss significant information gaps or alternative analytical interpretations when appropriate.

Contractor personnel shall identify their contractor status when presenting contractor-developed analysis when that status would otherwise be apparent.

4.12 Complex, Sensitive, and Emerging Intelligence Matters

The contractor shall provide intelligence research and analytical support concerning complex, novel, sensitive, or rapidly developing matters within the scope of this SOW.

These requirements may involve multiple subject areas, large volumes of information, incomplete or conflicting information, unfamiliar issues, compressed timelines, or circumstances requiring different analytical approaches.

IRS personnel shall exercise sound analytical judgment, apply appropriate research methodologies and analytical techniques, conduct exploratory research, assess emerging developments, evaluate alternative explanations, identify potential implications, and prepare specialized studies or recommendations.

When available information does not support a definitive analytical conclusion, the contractor shall clearly identify the uncertainty and explain the information limitations affecting the analysis.

5. Contractor Personnel and Staffing

5.1Staffing Locations
AOR Name
IRS FTEs
Atlanta AOR
4
Boston AOR
3
Buffalo AOR
3
Chicago AOR
4
Dallas AOR
4
Denver AOR
3
Detroit AOR
3
El Paso AOR
5
Harlingen AOR
4
Houston AOR
4
Los Angeles AOR
5
Miami AOR
5
NOL AOR
5
NYC AOR
4
Newark AOR
3
Philadelphia AOR
3
Phoenix AOR
5
Salt Lake City AOR
3
San Antonio AOR
5
San Diego AOR
5
San Fran AOR
4
Seattle AOR
3
St. Paul AOR
3
Washington AOR
4
PCN - Washington DC
15
NCATC - Williston VT
12
PERC - Laguna Niguel CA
9
LESC - Williston VT
12
Totals
142

The Project Manager is separate from the 142 IRS FTE requirement and shall be located in Washington, DC.

The staffing distribution above establishes the baseline contractual staffing requirement. Government personnel may identify changing mission priorities and workload needs; however, only the CO may change the required number of FTEs, permanently relocate contractual positions, add required performance locations, or approve another change that affects contract scope, price, funding, or other contractual terms.

The contractor shall determine which qualified employees fill individual positions and shall manage employee assignments and schedules consistent with contract requirements.

5.2 Intelligence Research Specialist (IRS) Requirements

IRS personnel shall possess the education, professional experience, technical capability, analytical judgment, communication skills, professional maturity, and security eligibility necessary to independently perform complex intelligence research and analytical assignments.

IRS personnel shall be capable of evaluating complex and sensitive intelligence matters, integrating information from multiple authorized classified and unclassified sources, applying established analytical methodologies, developing supportable conclusions, preparing finished intelligence or comparable formal analytical products, and communicating findings to operational, program, and senior Government audiences.

At a minimum, IRS shall meet the following requirements prior to assignment and throughout the period of performance:

· Personnel Security: IRS personnel shall satisfy all applicable personnel security, suitability, clearance eligibility, and access requirements established in Section 12 and other applicable security provisions of the contract before performing work requiring such eligibility or access.

· Education: Bachelor’s degree from an accredited institution in intelligence studies, national security, homeland security, criminal justice, international affairs, political science, data or intelligence analysis, or another discipline directly related to the work required under this contract. In lieu of a bachelor’s degree, four additional years of directly relevant professional intelligence or analytical experience may be substituted. Experience used to satisfy the education substitution shall be in addition to the minimum professional experience requirement below.

· Professional Experience: At least eight (8) years of progressively responsible professional analytical experience performing intelligence research, all-source intelligence analysis, law enforcement intelligence analysis, national security analysis, homeland security analysis, border security analysis, transnational organized crime analysis, operational intelligence support, or other directly related mission-oriented analytical work.

· Finished Intelligence and Analytical Products: At least three (3) years of experience developing finished intelligence or comparable formal analytical products, including intelligence assessments, threat assessments, analytical reports, intelligence summaries, operational analysis, specialized studies, strategic or tactical assessments, or comparable written analytical products for Government, military, law enforcement, intelligence, or national security missions.

· Briefings and Senior-Level Communications: At least two years of experience preparing or delivering analytical briefings, briefing materials, executive summaries, read-ahead materials, talking points, or comparable analytical products for supervisors, program managers, operational personnel, senior leaders, interagency partners, or other mission stakeholders. Experience satisfying the Finished Intelligence and Analytical Products and Briefings and Senior-Level Communications requirements may be concurrent with and counted toward the minimum eight (8) years of professional experience.

· Complex Analytical Assignments: Possess experience independently managing complex analytical assignments, coordinating analytical work involving multiple stakeholders or organizations, supporting time-sensitive mission requirements, and performing work requiring significant analytical judgment and discretion.

· All-Source Research and Analysis: Demonstrate the ability to research, analyze, evaluate, and integrate information from multiple authorized sources; assess the relevance, reliability, validity, and significance of available information; and develop well-supported analytical findings.

· Intelligence Collection Support: Demonstrate experience supporting intelligence collection requirements by identifying information gaps, evaluating available information, researching potential sources of relevant information, and preparing collection-related research, summaries, assessments, or supporting documentation.

· Analytical Methodologies and Tradecraft: Demonstrate knowledge of intelligence research methodologies, analytical tradecraft, information evaluation techniques, and appropriate qualitative and quantitative analytical methods. IRS personnel shall be capable of applying established methodologies while adapting analytical approaches to complex, emerging, or unfamiliar issues.

· Trend, Threat, and Network Analysis: Demonstrate the ability to identify and assess trends, patterns, relationships, anomalies, indicators, networks, emerging developments, and other information relevant to assigned intelligence requirements.

· Written Communication: Demonstrate the ability to prepare clear, concise, accurate, logically organized, and properly supported intelligence products appropriate for operational, technical, program, and senior leadership audience.

· Complex Problem Solving: Demonstrate the ability to evaluate incomplete, conflicting, or rapidly changing information; identify significant assumptions or information; identify significant assumptions or information gaps; consider alternative interpretations; and develop clear, supportable findings and recommendations.

· Oral Communication: Demonstrate the ability to clearly explain analytical findings, respond to questions regarding research and analysis, discuss significant information gaps or limitations, and communicate complex intelligence information to audiences with differing levels of subject matter familiarity.

· Interpersonal and Coordination Skills: Demonstrate the professional judgment, discretion, emotional discipline, and interpersonal skills necessary to work effectively with ERO headquarters and field personnel, other ICE components, legal personnel, DHS organizations, Federal law enforcement agencies, Intelligence Community partners, and other authorized stakeholders.

· Mission and Intelligence Environment: Demonstrate knowledge or experience sufficient to operate effectively in intelligence, national security, homeland security, military, or law enforcement environments involving complex operational requirements, competing priorities, and time-sensitive information.

· Geopolitical and Operational Awareness: Demonstrate the ability to consider geographic, political, military, economic, criminal, organizational, and other relevant factors when evaluating intelligence information and developments affecting assigned mission requirements.

· Independent Judgment: Demonstrate the ability to plan and execute assigned analytical work independently within established requirements, priorities, technical parameters, and due dates; exercise sound judgment in selecting appropriate research and analytical approaches; manage competing priorities; and deliver completed work responsive to established requirements.

· Professional Standards: Demonstrate professional, objectivity, discretion, adaptability, resourcefulness, and the ability to perform effectively in a high-tempo environment involving classified, sensitive, or time-critical information.

· Information Protection: Demonstrate the ability to properly handle classified national security information, law enforcement-sensitive information, personally identifiable information, operational information, and other protected Government information in accordance with DHS, ICE, and Intelligence Community requirements.

5.3 Key Personnel – Project Manager (PM)

The Project Manager is designated as Key Personnel and shall be located in Washington, DC.

The PM shall serve as the contractor’s primary management representative for this requirement and shall have sufficient authority within the contractor’s organization to manage contract performance and address staffing, performance, quality, security, and administrative issues affecting the work.

The PM shall possess an active Top Secret security clearance with eligibility for access to Sensitive Compartmented Information (TS/SCI) before assignment and shall maintain the required security eligibility throughout the period of performance. Actual access to classified information, SCI Government systems, facilities, applications, databases, and compartments shall be granted by the Government based on mission need and applicable security requirements.

The PM shall be available during normal Government business hours and as otherwise reasonably necessary to support contract performance.

5.4 PM Responsibilities

The PM shall:

· Serve as the primary contractor management interface with the CO and COR;

· Oversee performance of the IRS personnel across all contract locations;

· Assign and coordinate contractor resources to meet contract requirements;

· Ensure qualified personnel are assigned to required locations;

· Supervise contractor management activities and ensure appropriate contractor supervision of IRS personnel;

· Manage workload, schedules, staffing coverage, vacancies, personnel transitions, and replace actions;

· Monitor contact performance and address identified performance issues;

· Oversee implementation of the contractor’s Quality Control Plan (QCP);

· Ensure formal work products receive appropriate contractor quality review before Government submission;

· Monitor required personnel qualifications, security eligibility, training, and access status;

· Coordinate contractor responses to Government requirements and priorities;

· Track contractual deliverable, due dates, risks, corrective actions, and open issues;

· Coordinate transition-in and transition-out activities;

· Ensure contractor personnel understand the non-personal nature of the contract and the limits of Government direction;

· Ensure contractor personnel identify themselves as contractor employees when required;

· Prevent contractor personnel from performing functions reserved to Government officials;

· Promptly elevate to the CO and COR any Government request that the contractor believes may change scope, staffing, funding, price, or another contractual term; and

· Provide required management reports and other contractor-level information to the Government.

The PM is responsible for contractor management and shall not exercise Government authority or make decisions reserved to Government officials.

5.5 Replacement of Key Personnel

The contractor shall notify the CO and COR in writing promptly upon learning that the PM will become unavailable.

The contractor shall submit a proposed replacement and supporting qualification information to the CO. A proposed replacement shall meet the minimum contract requirements and provide substantially equivalent or greater management capability.

Replace of the PM requires prior written approval by the CO. The COR may review proposed qualifications and provide recommendations to the CO but is not authorized to approve a Key Personnel substitution.

5.6 Replacement of IRS Personnel

The contractor is responsible for maintaining qualified personnel sufficiently to meet contractual staffing and performance requirements.

When an IRS becomes unavailable, the contractor shall notify the COR and promptly begin replacement action.

Proposed replacement personnel shall meet all applicable qualifications and security requirements before assignment.

The Government may review personnel qualification packages to verify compliance with the contract. Government verification of minimum qualifications does not transfer responsibility for hiring, assignment, employment, supervision, performance management, or termination from the contractor to the Government.

Failure to maintain required staffing or service coverage may constitute deficient performance and may result in remedies available under the contract.

6. Contract Management and Supervision The contractor shall provide sufficient management and supervision to ensure effective contract performance throughout the period of performance. The Project Manager shall serve as the primary contractor management interface with the Government.

The contractor shall remain solely responsible for supervising its personnel and managing employee performance, assignments, schedules, leave, training, professional conduct, discipline, and other workforce matters.

Government requirements, priorities, desired outcomes, technical information, and established due dates may be communicated to the PM or other authorized contractor management representative.

Government personnel may communicate directly with IRS personnel when necessary for normal technical coordination, exchange of information, clarification of an assigned analytical requirement, participation in meetings, or discussion of work products. Such communications shall not constitute Government supervision of contractor personnel or authority to change contract requirements.

7. Quality Control The contractor shall establish and maintain an internal quality control process appropriate to the complexity, sensitivity, and operational significance of the work performed.

The contractor shall ensure that intelligence products and other formal work products are reviewed before submission for accuracy, completeness, analytical support, relevance, clarity, consistency, source attribution, required classification and dissemination markings, security compliance, and adherence to applicable Government provided analytical standards.

Quality control activities shall be sufficient to identify and correct material errors, unsupported analytical conclusions, incomplete work, improper markings, or other deficiencies before products are provided to the Government.

When deficiencies are identified after submission, the contractor shall promptly make required corrections and take appropriate action to reduce the likelihood of recurrence.

The contractor shall maintain quality control records sufficient to support Government surveillance and shall make such records available upon request, subject to applicable security and information handling requirements.

8. Deliverables and Reporting The contractor shall provide the management, personnel, analytical and reporting deliverables necessary to demonstrate performance of the requirements contained in this contract. Deliverables shall be complete, accurate, timely, appropriately reviewed, and submitted through Government-approved systems or other methods identified by the Government.

Assignment-specific intelligence products identified as “As Required” shall be produced only in response to an authorized requirement within the scope of this SOW. The Government may establish required content, priority, intended audience, security requirements, and due dates for individual assignments. Such direction shall not change contract scope, staffing, funding, price, period of performance, or other contractual terms.

8.1 Deliverables Table

Deliverable
Description/Minimum Requirement
Due Date/Frequency
Recipient
Project Management Plan (PMP)
Describes the contractor’s approach for managing performance of the contract, including contractor management structure, supervision of IRS personnel, staffing and workload management, communication and coordination, personnel transitions, vacancy management, schedule management, performance monitoring, risk and issue management, and procedures for maintaining continuity of operations. The plan shall identify the contractor representative responsible for managing contract performance and coordinating requirements with the Government.
Initial plan within 10 business days after contract award; update when material changes occur and upon Government request.
CO/COR
Transition-In Plan
Describes the contractor’s approach for assuming full contract performance, including recruitment and staffing, onboarding, personnel qualification reviews, security processing, Government system and facility access, assignment of IRS personnel to required locations, transfer of authorized ongoing work, coordination with the incumbent contractor when directed by the Government, risk identification, mitigation actions, and the proposed date by which the contractor will be fully operational. The plan shall identify the number of business days after contract start, required to achieve full operational capability and shall include interim staffing milestones leading to full performance.
Initial plan is due within 5 business days after contract award. Final updated plan due within 10 business days after contract award, or earlier if required to support the transition period.
CO/COR and designated Government officials
Transition-Out Plan

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