70RSAT25RFI000036 - SOW - ORA - 20241002.pdf

PIID: 70RSAT25RFI000036

DEPARTMENT OF HOMELAND SECURITY (DHS)

STATEMENT OF WORK (SOW)

FOR

Systems Engineering & Technical Assistance (SETA) Support to the Operations and Requirements Analysis Division

1.0 GENERAL

1.1 BACKGROUND

In support of the Department of Homeland Security (DHS) Science and Technology Directorate (S&T), the Operations & Requirements Analysis (ORA) Division leads Component engagement and portfolio management, operational analysis, and Research, Development, Test, and Evaluation (RDT&E) Need refinement.

Portfolio Managers within ORA are responsible for Component engagement and ensuring work performed by S&T is aligned with Component priorities throughout the Research and Development (R&D) Lifecycle. Portfolio Managers facilitate S&T’s Component-focused Integrated Product Teams (IPTs) with DHS Operational Components, DHS Support Components, HQ Offices, and state, local, tribal, and territorial First Responders.

The IPT process is used to identify Component-specific RDT&E Needs, and priorities. The IPT process informs S&T’s planning, programming, budgeting, and execution (PPBE) process, and is used to facilitate engagements and coordination with Components throughout the entire R&D lifecycle. ORA is also responsible for managing the DHS Innovation, Research, and Development Coordination (IRDC) Process to identify, understand, and improve synchronization of cross-cutting DHS IR&D Needs across the enterprise; improve information-sharing across R&D and acquisition stakeholders; and increase transparency, traceability, unity of effort, and value added to DHS-wide IRD activities. Under S&T’s R&D Operating Model Blueprint, ORA has a critical role throughout the RDT&E life cycle from the identification, collection, and prioritization of RDT&E needs to the transition of capabilities to DHS Components.

S&T’s Core Mission areas mirror the Department’s, and S&T Programs and Projects are aligned to address Component requirements in these areas accordingly. They are:

• Counter Terrorism and Homeland Security Threats

• Secure U.S. Border and Approaches

• Secure Cyberspace and Critical Infrastructure

• Preserve and Uphold the Nation’s Prosperity and Economic Security

• Strengthen Preparedness and Resiliency

• Champion the DHS Workforce and strengthen the Department

1.2 SCOPE

This Statement of Work outlines the labor categories required to be utilized as shared resources within ORA as well as Systems Engineering and Technical Assistance (SETA) support to S&T

ORA for Portfolio Management, the IPT process, and the IR&D Coordination process. Support functions include but are not limited to: providing assistance with planning, coordination, and technical direction of activities necessary to assure disciplined work performance; coordinating and maintaining calendars, Microsoft Teams site, and SharePoint; coordinating leadership engagements and managing awareness of component needs; establishing and leading efforts to improve synchronization of efforts across the DHS enterprise, establishing metrics to capture value added from these efforts, data collection, tracking and reporting; data call management;

property and records management; communications and coordination with Components, stakeholders, and S&T matrix partners; support to business and financial processes; and development of meeting minutes, highlights, reports, procedures, plans and strategies.

This Task Order will support S&T only. Any other activity, such direct support to another Component, agency or office shall require a different funding vehicle.

1.3 OBJECTIVE

The objective of this solicitation is to establish a task order for SETA support to ORA. The successful procurement of these services will support the efficient and effective execution of a matrixed portfolio of RDT&E in support of S&T Components and Homeland Security Enterprise.

2.0 SPECIFIC REQUIREMENTS/TASKS

This Contractor shall provide SETA personnel to support work in four (4) areas as described in sections 2.1 through 2.4. In addition, the Government may elect to exercise options to obtain surge support as described in section 2.6. Each position is counted in terms of a Full Time Equivalent (FTE).

All positions shall adhere to the following:

• Meet ORA Records Management requirements as instructed by the ORA Federal Records Management POC in accordance with Applicable DHS Management Directives (available at http://www.dhs.gov/department-homeland-security-management- directives)

• Meet ORA Property Management requirements as instructed by the ORA Federal Property Management POC in accordance with Applicable DHS Property Directives (available at http://www.dhs.gov/department-homeland-security-management-directives)

2.1 TASK ONE. Task Order Management (TOM) (Key Personnel) (.25 FTE) The Contractor shall provide task order management functions, to include the planning, coordination, technical direction, and surveillance of the activities necessary to assure disciplined work performance and timely resources application to accomplish all tasks under this task order. This position is referred to as a Task Order Manager (TOM). The Contractor shall at a minimum perform the following tasks:

• Provide a Project Management Plan (PMP) to outline how the task order will be managed.

• Be responsible for maintaining communication with the Contracting Officer (CO) and Contracting Officer’s Representative (COR), and to immediately notify both the CO and the COR of any problems that would prevent timely performance of all tasks.

• Establish, implement, and maintain technical management and oversight of all work performed under this SOW.

• Assure the technical excellence, cost effectiveness, and timeliness of all required work and deliverable products.

• The Contractor’s Task Order Manager shall act as the Contractor’s single point of contact for all technical and administrative matters related to this task order and shall administer, manage and possess the necessary authorities over all contractor personnel including consultants and subcontractors and unfettered access to actual services performed and hours billed. The task order manager shall establish, implement, and maintain management control systems required to plan, organize, direct, and control task order activities. The Contractor’s management systems should track and monitor the status of all tasks assigned, from planning to completion, track deliverables, and record projected, and actual resources expended on each task. This data should be presented in the Monthly Progress Report. The contractor shall have a response to the ORA Leadership and COR once an issue has been identified within 24 hours.

• Provide the overall management effort required to integrate operational and programmatic functions necessary to perform all tasks and effectively administer the task order. The contractor shall perform contract management duties including, but not limited to, meetings with the COR as deemed necessary regarding all aspects of the task order, establishing and maintaining staffing requirements, reviewing budget estimates, contractor invoicing and activity reports, sub-contractor invoicing and monthly activity reports, management of task order level activities, development and revisions to spend plan, coordination on new requirements, scopes of work, and response to staffing needs.

• Provide a Task Order Transition In/Out Plan to manage a 90 day transition in/out.

This plan shall be in accordance with Attachment I of the Contractor’s SETA III

IDIQ.

• Facilitate and/or conduct execution of the annual Accountable Property inventory.

2.2 TASK TWO. Portfolio Management Branch Direct Support (Key Personnel) (1

FTE)

The Portfolio Management Branch within ORA contains all S&T Portfolio Managers (PfMs).

PfMs have the primary responsibility and accountability for Component engagement to ensure effectiveness of S&T support to the DHS mission. The PfMs responsibilities include, but are not limit to;

1. Lead and coordinate S&T IPT engagements with the DHS customer and work with Strategic Mission Directors (SMDs) on strategic priorities and alignment of portfolios to DHS strategic mission areas.

2. Provide critical input on the design and function of new technologies by engaging with federal, state, local, tribal, and territorial first responders (fire, law enforcement, emergency medical service), which consists of 150 Federal, State, and local first responders from across the country, international cooperative activities, and focused working groups in order to understand strategic direction and requirements for high priority technology development needs.

3. Lead the engagement with the Component Requirements Executive and other Senior component leaders on capability gaps development and prioritization of requirements.

4. Coordinate SMDs engagement with component Senior Leadership.

5. Oversee gap or need identification and consolidation, intake of customer need data, preparation of prioritization process (e.g., IPTs); and represent internal business case to perform solutions analysis. Prioritization will include categorization of gaps into non-discretionary or discretionary.

6. Coordinate capability gaps and prioritizations with SMDs.

7. Develop strategy to support each customer in closing key capability gaps and increasing mission impacts. Customer strategies must align to the overall S&T strategy developed by the SMDs to support the homeland security mission developed by the Strategy and Policy Office.

8. Conduct portfolio-level reviews, validating and verifying work programs status.

9. Facilitate work agreements (Charters, Memorandum of Agreement, Memorandum of

Understanding) between the customer and assigned Program and Project Managers.

10. Support the customer in identifying mission gaps and requirements decomposition with matrixed support for requirements and subject matter expertise.

11. Keep the customer informed on solution path, project plan and transition strategy, transition and commercialization approach, and on assessing the solution (internal review).

12. Review and approve program and project funding justification narratives, and program and project budget proposals in collaboration with Program Manager(s).

13. Maintain awareness of all component engagements and customer projects conducted or supported by S&T to ensure a complete portfolio account.

14. Maintain contact with the Program and Project Managers to provide regular status updates to the customer.

15. Coordinate with other Portfolio Managers as necessary and appropriate to optimize use of resources.

16. Develop and maintain the portfolio capability maps in coordination with SMDs.

17. Communicate emergent technology requirements to the assigned PM and Project

Manager position, and work with the PMC and Supervisory PM to identify and assign Program and Project Managers for each effort.

The PfM Branch is managed by a Branch chief, and the SETA shall provide support and assistance in the following areas:

• Provide advice, guidance, consultation, and coordination to PfM Branch Chief and the PfMs on IPT, PPBE, and BPF processes; responses to data calls; coordination and collaboration with S&T matrix partners; and other PfM business.

• Communicate and facilitate data calls and compile inputs for reporting purposes, such as Executive Secretary (“Exec Sec”) taskers or other data calls.

• Coordinate reviews and approvals of products from the PfM Branch Chief or other designated S&T leadership.

• Coordinate PfM inputs for S&T’s PPBE process, the IPT process, or other business processes.

• Review, input, extract, or summarize data from S&T business tools such as S&T

Analytical Tracking System (STATS), Business Process Flow (BPF) Tracker, or other enterprise systems.

• Assist in producing and reviewing meeting minutes, highlights, reports, procedures, plans and strategies; also assist in developing templates for such products.

• Help the PfM Branch Chief to facilitate branch meetings and maintain agendas.

• Schedule events or facilitate information exchanges with PfMs and others, including

S&T matrix partners or parties external to S&T; coordination could be with a wide range of personnel including other support contractors, executive assistants, and/or Federal employees at all levels up to and including senior leadership and Senior Executive Service (SES).

• Coordinate and maintain PfM branch calendar.

• Coordinate and maintain PfM branch MS Teams site for PfM branch internal business.

• Coordinate and maintain PfM branch SharePoint site to share information with S&T matrix partners.

• Maintain PfM branch data and information for records management purposes.

• Consolidate responses from PfM SETA support and provide cohesive responses to data calls.

• Ensure any guidance and procedures pertaining to branch operations and administration is promulgated throughout the branch to designated PfM teams and SETA staff.

This position requires a high level of proficiency in the use of Microsoft Office products, applications, and services, including but not limited to Microsoft Teams, SharePoint, Word, Excel, PowerPoint, Project, and Outlook. A high level of proficiency is also required with Adobe Pro and a working knowledge of workflow systems such as ServiceNow is desired. The ability to create and manage dashboards to inform executive decision making is preferred.

2.3 TASK THREE. Portfolio Manager Direct Support (6 FTEs)

ORA requires SETA support to the S&T PfMs to ensure Component equities are addressed by S&T. PfMs are responsible for Component engagement and ensuring work performed by S&T is aligned with Component priorities throughout the R&D Lifecycle. The PfMs coordinate with the Program Managers and others across the S&T Matrix to ensure projects meet the needs and priorities of the Component. Components include all DHS operational components, many DHS support components or offices, or other Components within the Homeland Security Enterprise

(HSE).

A PfM may support more than one Component. A Portfolio is a collection of programs, projects, activities, and operations grouped together to facilitate effective management and meet the Component’s strategic objectives.

PfMs assist Components through RDT&E Need intake and requirement prioritization, and coordinate with S&T matrix partners to understand Component needs, apply a deliberate approach to address needs, and support project planning, execution, delivery, and transition of solutions.

PfMs have a wide range of experience including project management, financial and business knowledge, and extensive knowledge of DHS and other Federal, state, local, tribal and territorial agencies. They are responsible for the oversight of the R&D lifecycle for each Component RDT&E Need.

At a minimum, R&D lifecycle skillset required to fulfill support to ORA include (but are not limited to knowledge in ): requirements generation, technology scouting, solution identification, R&D management, technology transition, systems engineering, and compliance with laws, regulations, policies. Additionally, the performer will be required to support RDT&E activities involving many advanced technologies, including but not limited to: artificial intelligence and machine learning; command, control, and communications; non-intrusive sensing; position, navigation, and timing; counter transnational organized crime; modeling and simulation;

unmanned aerial systems; communications interoperability; remote imagery analysis; quantum computing; chemical and explosive threats; biometrics; digital forensics; and digital twins.

Program Support with each Portfolio Manager requires expertise to lead, coordinate, develop, conduct, support, and review DHS Component specific missions. Individuals supporting each DHS Component require knowledge and specific expertise listed in sub-bullets below. Focus areas in knowledge domains such as cybersecurity, social sciences, counterterrorism, human trafficking, emergency management, public health, biotechnology, and critical infrastructure are critical to successfully navigate DHS Component’s complex technical requirements. ORA supports the following missions:

• CISA: Leads the national effort to understand and manage cyber and physical risk to our critical infrastructure. Secure and resilient critical infrastructure for the American people.

• CBP: Protects the American people, safeguard our borders, and enhance the nation's economic prosperity.

• CWMD: Prevents attacks against the United States using a weapon of mass destruction (WMD) through timely, responsive support to operational partners.

• FEMA: Leads the Nation's efforts to prepare for, protect and mitigate against, respond to, and recover from the impacts of natural disasters and man-made incidents or terrorist events.

• FLETC: Provide career-long training to law enforcement professionals to help them fulfill their responsibilities safely and proficiently.

• First Responders: Provide immediate medical and protection assistance through emergency medical services (EMS), firefighters, and police.

• ICE: Protect America through criminal investigations and enforcing immigration laws to preserve national security and public safety.

• TSA: Protect the nation's transportation systems to ensure freedom of movement for people and commerce.

• USCG: Patrol America's coasts and international waters using cutters, aircraft, and intelligence to detect, intercept, and disrupt dangerous and illegal activities such as drug smuggling and human trafficking.

• USCIS: Uphold America's promise as a nation of welcome and possibility with fairness, integrity, and respect for all we serve.

• USSS: Provide protection and conduct financial investigations to ensure the safety and security of our protectees, key locations, and events of national significance. Protect the integrity of our currency and investigate crimes against the U.S. financial system committed by criminals around the world and in cyberspace.

Each SETA will support one or more PfMs, and will assist the PfM to:

• Facilitate the IPT process with DHS Components, which is a key R&D coordination mechanism within DHS.

• Coordinate Senior Leadership engagements between S&T and Components.

• Facilitate engagements with senior S&T SMEs and Component designees – to identify and prioritize RDT&E Needs.

• Identify strategic priorities and alignment of portfolios to DHS strategic mission areas.

• Coordinate and leverage S&T matrix support to understand and address Component needs and requirements, identify subject matter expertise, apply business processes to develop solution approaches, recommend resourcing, and contribute to project plans, solution execution, and delivery.

• Prepare reports and presentations to inform the Component of the breadth of S&T services and subject matter expertise available.

• Coordinate meetings, reports, materials, and presentations to keep the Component informed of how S&T is directly addressing their specific RDT&E Needs throughout the RDT&E lifecycle.

• Coordinate Senior Leadership engagements between S&T and Components.

• Coordinate with other S&T Portfolio Managers to identify areas of synergy and to optimize use of resources.

• Develop, review and obtain approvals for PfM materials including briefs/presentations, meeting agendas, read-ahead packages, white papers, program/project/activity fact sheets and quad charts, senior leadership correspondence, year in review, and other artifacts.

• Conduct portfolio-level reviews of program/project/activity status.

• Facilitate the development of agreements (IPT Charters, Memorandum of Agreement, Memorandum of Understanding) with Components.

• Organize and document Component RDT&E Needs resulting from the IPT process.

• Support the PPBE process by reviewing program and project funding and justification narratives and budget proposals in collaboration with matrix partners.

• Maintain awareness of all component engagements and Component projects conducted or supported by S&T to ensure a complete portfolio account.

• Manage the S&T requirements process in accordance with the S&T Business

Process Flow (BPF), this includes accurate entry and maintaining the RDT&E

Need documentation and status within the BPF Tracker databased on ServiceNow.

• Maintain situational awareness of all Component RDT&E Needs obtained through IPTs, Joint Requirements Council (JRC), Office of University Programs, the Silicon Valley Innovation Program (SVIP), Technology Centers, and other S&T matrix team members to develop a total S&T picture in support of S&T strategic guidelines and prioritization to address ORA taskings.

• Assist in gathering information to perform the intake of Components’ operational capability RDT&E Needs and development of R&D-relevant requirements to help guide S&T matrix entities in forming approaches and executing solutions.

• Assist in managing the DHS Component requirements process, and facilitate project implementation, progress, and transition in coordination with the S&T Matrix.

• Assist in gathering information, as required, to support capability analysis, complex system-of-systems data analytics, and technology maturity analysis to inform DHS Components’ operations and acquisition, DHS enterprise-level investment strategies, policies, and decisions.

• Carry out the USST’s responsibility to manage the DHS IPT and supports ORA to lead the overall IPT effort to coordinate R&D activities across mission areas of the Department.

These positions require a high level of proficiency in the use of Microsoft Office products, Excel, PowerPoint, Project, and Outlook. A high level of proficiency is also required with

2.4 TASK FOUR: DHS IRDC Direct Support (1 FTE)

ORA requires support to allow the DHS Innovation, Research, and Development Coordination (IRDC) Process to enhance DHS-wide information sharing and coordinated planning of innovation and R&D (IRD) and acquisition with respect to common, priority operational needs.

The IRDC branch is responsible for the following:

1. Establish, manage, and implement Innovation, Research, and Development Coordination (IRDC) Process, to include includes the roles and responsibilities of the IRDC Council, the IRDC Steering Group, and the IRDC Working Groups in accordance with the U.S.

Department of Homeland Security Innovation, Research, and Development Coordination Implementation Guidance.

2. Establish and implement mechanisms to improve the synchronization of efforts across the DHS enterprise; improve information sharing across innovation and R&D (IRD) and acquisition stakeholders; and increase transparency, traceability, unity of effort, and value added to DHS-wide IRD activities.

3. Lead development of the Department-wide IRD Strategic Plan, to include data collection and analysis; framework development; engagements with DHS components;

identification of Strategic Priority Research Areas; document drafting, Department-wide review, adjudication, and completion; and future iterations as needs arise.

SETA supporting this team will have a wide range of experience including strategic planning, strategic management, technical writing, business knowledge and direct knowledge of DHS.

These personnel will support the IRDC Managers in the planning and execution of the three areas mentioned above and the following tasks, but not limited to; Develop IRDC artifacts that define procedures, roles, responsibilities for coordinating, integrating, aligning, and resourcing DHS strategic R&D and innovation.

• Support strategic reviews of Department-wide innovation and R&D to inform development of IRDC artifacts and future planning.

• Establish metrics to capture value added to the Department and strategic innovation and R&D successes resulting from the IRDC Process.

• Coordinate with DHS stakeholders on future threats and risks to identify common trends for Department-wide strategic planning and management.

• Coordinate with IPT Portfolio Managers and other S&T Matrix SMEs to explore approaches for leveraging IRDC for identifying cross-component, enduring IRD needs and advocating for long-term resources.

• Work with S&T matrix partners and inform them of DHS strategic priorities and component-funded R&D and innovation efforts to enable proper project planning and execution.

This position requires a high level of proficiency in the use of Microsoft Office products, Excel, PowerPoint, Project, and Outlook. A high level of proficiency is also required with

2.5 TASK FIVE: ORA Shared Support (3 FTE)

ORA requires shared support between the Portfolio Managers and IRDC team. Section 2.5 describes the duties of each shared position.

2.5.1.

Senior Technical Writer/Editor/Communications Specialist (Shared) (1 FTE)

• Support development of artifacts for communicating the Department-wide IRD Strategic Plan and implementation with strategic stakeholders.

• Support development of governance artifacts resulting from IRDC Process forums, to include decision memoranda.

• Maintain the DHS IRDC Council website on DHS Connect.

• Maintain the Portfolio Management Branch Teams Site.

• Support the development and execution of broadcasts via MS Teams for monthly Mission

Monday briefings involving Component guest speakers.

• Provide technical review and edits of power point presentations, MS Word and excel documents, and Adobe Pro documents when products are required to be submitted outside of the Portfolio Management Branch for review at the executive level or shared outside of DHS S&T to ensure accuracy, uniformity, and conciseness per established templates, and writing style guides provided by DHS HQ and DHS S&T.

2.5.2.

Senior Administrative Specialist (Shared) (1 FTE)

• Organize and maintain deliverables and outputs from the IRDC Process forums, to include the IRDC Council, IRDC Steering Group, and IRDC Working Groups.

• Organize and maintain Portfolio Management Branch digital artifacts produced or acquired throughout the execution of the annual IPT cycle ensuring integrity of records in accordance with the established S&T records management system.

• Support administration of IRDC Process forums and IPT process, to include roster construction/maintenance, scheduling meetings, taking meeting minutes, and distributing correspondences to attendees.

• Support administration and consolidation of annual data call for DHS IRD efforts.

2.5.3.

Senior Graphic Designer (Shared) (1 FTE)

• Support development of graphics, images, and other visual designs for materials for messaging the DHS IRD Strategic Plan at strategic stakeholder events and engagements, executive level presentations both internal and external to DHS S&T, and for inclusion on the DHS IRDC Council website on DHS Connect.

• Support development of graphics, images, and other visual designs for materials in support of the portfolio management branch such as the branch front facing websites (including MS Teams/Share Point Sites), executive level presentations both internal and external to DHS S&T, newsletters or articles produced to promote the work being accomplished by the branch.

2.6 TASK SIX: Portfolio Manager and IRDC Team Surge Support (OPTIONAL) (up to 7 FTEs) The Contractor may be required to provide additional surge support to Portfolio Managers and/or the IRDC team to augment Task Three, Four, or Five as described in the base period. The Government may fund from 1 to X surge positions by activating them individually as needed.

These surge positions do not need to be activated/exercised at the same time. These tasks shall be reimbursed on a Time and Materials basis subject to the labor categories and hourly rates contained in the pricing schedule and the terms of the modification authorizing the work. Section

2.6 identifies which labor category duties from Task Three, Four, or Five that would align with the surge lab category below. Those labor categories which are not included as part of the base period include the description of duties for each surge position.

2.6.1.

Portfolio Manager Surge Support (OPTIONAL) (1 FTE)

• Task Three identifies the description of duties should this labor category be activated

• Facilitate the IPT process with DHS Components, which is a key R&D coordination mechanism within DHS.

• Coordinate Senior Leadership engagements between S&T and Components.

• Facilitate engagements with senior S&T SMEs and Component designees – to identify and prioritize RDT&E Needs.

• Identify strategic priorities and alignment of portfolios to DHS strategic mission areas.

• Coordinate and leverage S&T matrix support to understand and address Component needs and requirements, identify subject matter expertise, apply business processes to develop solution approaches, recommend resourcing, and contribute to project plans, solution execution, and delivery.

• Prepare reports and presentations to inform the Component of the breadth of S&T services and subject matter expertise available.

• Coordinate meetings, reports, materials, and presentations to keep the Component informed of how S&T is directly addressing their specific RDT&E Needs throughout the RDT&E lifecycle.

• Coordinate Senior Leadership engagements between S&T and Components.

• Coordinate with other S&T Portfolio Managers to identify areas of synergy and to optimize use of resources.

• Develop, review and obtain approvals for PfM materials including briefs/presentations, meeting agendas, read-ahead packages, white papers, program/project/activity fact sheets and quad charts, senior leadership correspondence, year in review, and other artifacts.

• Conduct portfolio-level reviews of program/project/activity status.

• Facilitate development of agreements (IPT Charters, Memorandum of Agreement, Memorandum of Understanding) with Components.

• Organize and document Component RDT&E Needs resulting from the IPT process.

• Support the PPBE process by reviewing program and project funding and justification narratives and budget proposals in collaboration with matrix partners.

• Maintain awareness of all component engagements and Component projects conducted or supported by S&T to ensure a complete portfolio account.

• Manage the S&T requirements process in accordance with the S&T Business

Process Flow (BPF), this includes accurate entry and maintaining the RDT&E Need documentation and status within the BPF Tracker databased on ServiceNow.

• Maintain situational awareness of all Component RDT&E Needs obtained through IPTs, Joint Requirements Council (JRC), Office of University Programs, the Silicon Valley Innovation Program (SVIP), Technology Centers, and other S&T matrix team members to develop a total S&T picture in support of S&T strategic guidelines and prioritization to address ORA taskings.

• Assist in gathering information to perform the intake of Components’ operational capability RDT&E Needs and development of R&D-relevant requirements to help guide S&T matrix entities in forming approaches and executing solutions.

• Assist in managing the DHS Component requirements process, and facilitate project implementation, progress, and transition in coordination with the S&T Matrix.

• Assist in gathering information, as required, to support capability analysis, complex system-of-systems data analytics, and technology maturity analysis to inform DHS Components’ operations and acquisition, DHS enterprise-level investment strategies, policies, and decisions.

• Carry out the USST’s responsibility to manage the DHS IPT and supports ORA to lead the overall IPT effort to coordinate R&D activities across mission areas of the Department.

2.6.2.

DHS IRDC Surge Support (OPTIONAL) (1 FTE)

• Task Four identifies the description of duties should this labor category be activated

• Establish, manage, and implement Innovation, Research, and Development

Coordination (IRDC) Process, to include includes the roles and responsibilities of the IRDC Council, the IRDC Steering Group, and the IRDC Working Groups in accordance with the U.S. Department of Homeland Security Innovation, Research, and Development Coordination Implementation Guidance.

• Establish and implement mechanisms to improve the synchronization of efforts across the DHS enterprise; improve information sharing across innovation and R&D (IRD) and acquisition stakeholders; and increase transparency, traceability, unity of effort, and value added to DHS-wide IRD activities.

• Lead development of the Department-wide IRD Strategic Plan, to include data collection and analysis; framework development; engagements with DHS components;

identification of Strategic Priority Research Areas; document drafting, Department-wide review, adjudication, and completion; and future iterations as needs arise.

• Develop IRDC artifacts that define procedures, roles, responsibilities for coordinating, integrating, aligning, and resourcing DHS strategic R&D and innovation.

• Support strategic reviews of Department-wide innovation and R&D to inform development of IRDC artifacts and future planning.

• Establish metrics to capture value added to the Department and strategic innovation and R&D successes resulting from the IRDC Process.

• Coordinate with DHS stakeholders on future threats and risks to identify common trends for Department-wide strategic planning and management.

• Coordinate with IPT Portfolio Managers and other S&T Matrix SMEs to explore approaches for leveraging IRDC for identifying cross-component, enduring IRD needs and advocating for long-term resources.

• Work with S&T matrix partners and inform them of DHS strategic priorities and component-funded R&D and innovation efforts to enable proper project planning and execution.

2.6.3.

Portfolio/Program/Project Analyst Surge Support (OPTIONAL) (Up to 2 FTEs)

• Assist the Portfolio Management Team with administration of the IPT process with

DHS Components, which is a key R&D coordination mechanism within DHS.

• Coordinate meeting invitations and manage calendars to ensure to enable Portfolio

Managers to engage as needed with S&T personnel and external partners.

• Apply established business processes and contribute to project plans, and answering data calls to ensure accuracy and timely submissions.

• Assist in preparation of reports and presentations as directed in support of Portfolio

Management teams,

• Coordinate with other S&T Portfolio Management teams as directed to when opportunities for collaboration are identified in order to optimize resources.

• Contribute to the development and review for PfM materials including briefs/presentations, meeting agendas, read-ahead packages, white papers, program/project/activity fact sheets and quad charts, senior leadership correspondence, year in review, and other artifacts.

• Assist in preparations for portfolio-level reviews of program/project/activity status.

• Organize all Portfolio Management team related documents according to established record keeping procedures.

• Support the PPBE process by reviewing program and project funding and justification narratives and budget proposals in collaboration with matrix partners.

• Support the S&T requirements process in accordance with the S&T Business

Process Flow (BPF), this includes accurate entry and maintaining the RDT&E Need documentation and status within the BPF Tracker databased on ServiceNow.

• Maintain situational awareness of all Component RDT&E Needs obtained through IPTs, Joint Requirements Council (JRC), Office of University Programs, the Silicon Valley Innovation Program (SVIP), Technology Centers, and other S&T matrix team members to develop a total S&T picture in support of S&T strategic guidelines and prioritization to address ORA taskings.

• Assist in gathering information to perform the intake of Components’ operational capability RDT&E Needs and development of R&D-relevant requirements to help guide S&T matrix entities in forming approaches and executing solutions.

• Assist in managing the DHS Component requirements process, and facilitate project implementation, progress, and transition in coordination with the S&T Matrix.

• Assist in gathering information, as required, to support capability analysis, complex system-of-systems data analytics, and technology maturity analysis to inform DHS Components’ operations and acquisition, DHS enterprise-level investment strategies, policies, and decisions.

2.6.4.

Junior Technical Writer/Editor/Communications Specialist Surge Support

(OPTIONAL) (1 FTE)

• When activated, this position will assist the Senior Technical

Writer/Editor/Communications Specialist w/ editing artifacts for communicating the Department-wide IRD Strategic Plan and implementation with strategic stakeholders.

• Aid in developing governance artifacts provided by IRDC or Portfolio Management teams.

• Support primary specialist with maintaining the DHS IRDC Council website on DHS Connect and the Portfolio Management Branch Teams Site.

• Support the development and execution of broadcasts via MS Teams for monthly Mission Monday briefings involving Component guest speakers.

• Provide technical review and edits of power point presentations, MS Word and excel documents, and Adobe Pro documents on behalf of the Portfolio Management Branch and IRDC team. for review at the to ensure accuracy, uniformity, and conciseness per established templates, and writing style guides provided by DHS HQ and DHS S&T.

2.6.5.

Administrative Specialist Surge Support (OPTIONAL) (Up to 2 FTE)

• Assist Senior Administrative Specialist in organizing and maintaining deliverables and outputs from the IRDC Process forums, to include the IRDC Council, IRDC Steering Group, and IRDC Working Groups, Portfolio Management Branch digital artifacts produced or acquired throughout the execution of the annual IPT cycle ensuring integrity of records in accordance with the established S&T records management system.

• Attend forums when directed to establish rosters, scheduling meetings, taking meeting minutes, and distributing correspondences to attendees.

• Aid senior administrative specialist with administration and consolidation of annual data call for DHS IRD efforts.

3.0 CONTRACTOR PERSONNEL

3.1 Qualified Personnel

The Contractor shall provide qualified personnel to perform all requirements specified in this

SOW.

3.2 Continuity of Support

The Contractor shall ensure that the contractually required level of support for this requirement is always maintained. The Contractor shall ensure that all contract support personnel are present for all hours of the workday. If for any reason the Contractor staffing levels are not maintained due to vacation, leave, appointments, etc., and replacement personnel will not be provided, the Contractor shall provide e-mail notification to the Contracting Officer’s Representative (COR) prior to employee absence. Otherwise, the Contractor shall provide a fully qualified replacement.

3.3 Key Personnel

Before replacing any individual designated as Key by the Government, the Contractor shall notify the Contracting Officer no less than 15 business days in advance, submit written justification for replacement, and provide the name and qualifications of any proposed substitute(s). All proposed substitutes shall possess qualifications equal to or superior to those of the Key person being replaced, unless otherwise approved by the Contracting Officer. The Contractor shall not replace Key Contractor personnel without approval from the Contracting Officer. The following Contractor personnel are designated as Key for this requirement. Note:

The Government may designate additional Contractor personnel as Key at the time of award.

3.3.1.

Task Order Manager (Task 1) – .25 FTE

The Contractor shall provide a Task Order Manager (TOM) who shall be responsible for all Contractor work performed under this SOW. The TOM shall be a single point of contact for the Contracting Officer and the COR. It is anticipated that the TOM shall be one of the senior level employees provided by the Contractor for this work effort. The name of the TOM, and the name(s) of any alternate(s) who shall act for the Contractor in the absence of the TOM, shall be provided to the Government as part of the Contractor's proposal. The TOM is further designated as Key by the Government. During any absence of the TOM, only one alternate shall have full authority to act for the Contractor on all matters relating to work performed under this contract. The TOM and all designated alternates shall be able to read, write, speak and understand English. Additionally, the Contractor shall not replace the TOM without prior approval from the Contracting Officer.

The Task Order Manager shall be available to the COR via telephone between the hours of 0900 and 1730 EST/EDT, Monday through Friday, and shall respond to a request for discussion or resolution of technical problems within 24 hours of notification.

The Task Order Manager shall meet with the COR to discuss Contractor performance and progress upon the COR's request. The frequency of these meetings will be determined by the COR. A mutual effort will be made during these meetings to resolve any problems identified.

3.3.2.

Portfolio Manager Branch Support (Task 2) – 1 FTE The Contractor shall provide a Senior Portfolio/Program/Project Analyst as described under Task 2. In addition to the duties listed under Task 2, this employee is responsible for the onboarding of all follow-on positions which complete the hiring process to ensure they are properly scheduled for training and access/permissions required to perform their respective duties.

3.4 Employee Identification

Contractor employees visiting Government facilities shall wear an identification badge that, at a minimum, displays the Contractor name, the employee’s photo, name, clearance-level and badge expiration date. Visiting Contractor employees shall comply with all Government escort rules and requirements. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent and always display all identification and visitor badges in plain view above the waist.

Contractor employees working on-site at Government facilities shall wear a Government issued identification badge. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent (in meetings, when answering Government telephones, in e-mail messages, etc.) and display the Government issued badge in plain view above the waist at all times.

3.5 Employee Conduct

Contractor’s employees shall comply with all applicable Government regulations, policies and procedures (e.g., fire, safety, sanitation, environmental protection, security, “off limits” areas, wearing of parts of DHS uniforms, and possession of weapons) when visiting or working at Government facilities. The Contractor shall ensure Contractor employees present a professional appearance at all times and that their conduct shall not reflect discredit on the United States or the Department of Homeland Security. The Project Manager shall ensure Contractor employees understand and abide by Department of Homeland Security established rules, regulations and policies concerning safety and security.

3.6 Removing Employees for Misconduct or Security Reasons

The Government may, at its sole discretion (via the Contracting Officer), direct the Contractor to remove any Contractor employee from DHS facilities for misconduct or security reasons.

Removal does not relieve the Contractor of the responsibility to continue providing the services required under the contract. The Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee.

4.0 OTHER APPLICABLE CONDITIONS

4.1 SECURITY AND PRIVACY

Contractor access to classified information is required under this SOW. Contractor access to classified information is required under this SOW. The maximum level of classification is Top Secret. The details will be specified in a Department of Defense (DD) Form 254.

The Contractor will have access to the following types of controlled unclassified information

(CUI):

• Chemical-terrorism Vulnerability Information (CVI), for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T;

Completing Tasks 1-6 under the SOW.

• Homeland Security Agreement Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing

Tasks 1-6 under the SOW.

• Homeland Security Enforcement Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T, Completing Tasks 1-6 under the SOW .

• Information Systems Vulnerability Information (ISVI), for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T;

Completing Tasks 1-6 under the SOW.

• International Agreement Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Operations Security Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Personnel Security Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Physical Security Information, for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Protected Critical Infrastructure Information, for the purpose SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Personally Identifiable Information (PII), for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

• Sensitive Personally Identifiable Information (SPII), for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T;

Completing Tasks 1-6 under the SOW.

• Sensitive Security Information (SSI), for the purpose of SETA support to the S&T PfMs to ensure Component equities are addressed by S&T; Completing Tasks 1-6 under the SOW.

The Contractor will have access to LAN-A and SharePoint DHS IT system to collect, process, store, or transmit; Chemical-terrorism Vulnerability Information (CVI), Homeland Security Agreement Information, Homeland Security Enforcement Information, Information Systems Vulnerability Information (ISVI), International Agreement Information, Operations Security Information, Personnel Security Information, Physical Security Information, Protected Critical Infrastructure Information, Personally Identifiable Information (PII), Sensitive Personally Identifiable Information (SPII), and Sensitive Security Information (SSI) accessed during this acquisition.

The Contractor will have recurring access to Government facilities. Contractor and/or subcontractor employee access to CUI or government facilities will be limited to U.S. Citizens and lawful permanent residents. The contractor and/or subcontractor employee will retain CUI in accordance with the applicable Federal records schedule.

The following security clearances will be required.

Minimum of Secret. This could be subject to a contract change to a TS/SCI Clearance Level as needed.

Task Labor Category (LCAT) Clearance Level Time Needed 1 Task Order Manager .25 FTE @ Secret Day 1

2 Senior Portfolio/Program/Project Analyst 1 FTE @ Secret Day 30

3 Senior Portfolio/Program/Project Analyst 6 FTE @ Secret Day 60

4 Senior Portfolio/Program/Project Analyst 1 FTE @ Secret Day 60

5 Senior Administrative Specialist 1 FTE @ Secret Day 90

5 Senior Graphic Designer 1 FTE @ Secret Day 90

4.0.1 This section describes the special requirements for this effort. The following sub-sections provide details of various considerations on this effort. All work performed under this Contract is unclassified unless otherwise specified by DHS. If classified work is required under this Contract, DHS will provide specific guidance to the Contractor as to which work will be conducted in a classified manner and at which classification level. The Contractor shall adhere to other applicable Government orders, guides, and directives pertaining to classified or confidential work. This SOW shall require access to information at the

Top Secret level and the Sensitive Compartmented Information level.

4.0.2 The highest level classified access required under this contract is Top Secret/SCI.

4.0.3 All classified work will be performed at a DHS S&T

government location and all unclassified work will be performed at the contractor site: (TBD). CAGE code: (TBD). Secret level safeguarding/storage will be needed at the Contractor site.

Contractor sites approved for secret level safeguarding/storage will be identified in Section F.2 of the contract An appropriate DD254 will be issued after award.

4.2 PERIOD OF PERFORMANCE

The period of performance for this contract is five (5) years with a base period and four (4) fifty-two (52) weeks option periods as follows:

Base Period (52 weeks) TBD Option Period One (52 weeks from option exercise) TBD Option Period Two (52 weeks from option exercise) TBD Option Period Third (52 weeks from option exercise) TBD Option Period Fourth (52 weeks from option exercise) TBD

4.3 PLACE OF PERFORMANCE

The primary place of performance will be at the Department of Homeland Security at 1790 Ash St E. Washington DC 20032 (hereby referred to as St. Elizabeth’s). Remote positions and Telework will be allowed under this task order with prior COR approval.

4.4 HOURS OF OPERATION

Contractor employees shall generally perform all work between the hours of 0700 and 1730 EST/EDT, Monday through Friday (except Federal holidays). However, there may be occasions when Contractor employees shall be required to work other than normal business hours, including weekends and holidays, to fulfill requirements under this SOW.

4.5 TRAVEL

Contractor travel shall be required to support this requirement. All travel required by the Government outside the local commuting area(s) will be reimbursed to the…