Attachment_2_Task Order 1_PWS.pdf

DEPARTMENT OF WAR EDUCATION ACTIVITY (DoWEA)

TASK ORDER #1

Foundational Services for Data and AI Division Standup

Task Order Number TO-0001

Task Order Title Foundational Services for Data and AI Division Standup

IDIQ Contract Number

Contractor

Issuing Office Data and AI Division, DoWEA

COR

Period of Performance Approximately 6 months

Task Order Type Firm-Fixed-Price

Classification CUI//SP-SSEL

1.0 Background and Purpose

The DoWEA Data and AI Division leads enterprise data, analytics, and artificial intelligence functions across DoWEA, including data governance, data architecture, analytics, AI integration, data and AI literacy, and Student Information System (SIS) oversight. The Data and AI Division supports more than 67,000 students and approximately 15,000 staff across 160+ schools in 9 districts located in 11 foreign countries, 7 states, Guam, and Puerto Rico.

DoWEA is modernizing its enterprise data environment by transitioning to a cloud-based data

Lakehouse. The Government has designated Microsoft Fabric and associated Microsoft services

(including Power BI, Microsoft Purview, and Microsoft Entra ID) as the authorized enterprise analytics and data platform. The Ed-Fi Operational Data Store (ODS) serves as the standardized integration layer for education data, with separate governed pipelines for non-education data domains. DoWEA’s current Student Information System is Follett Aspen, and SIS modernization is a component of the enterprise data modernization roadmap.

This is the first task order issued under the Data, Analytics, and AI Modernization Services

IDIQ. CLINs under this task order are aligned to the seven IDIQ PWS objectives. The task order prioritizes foundational documentation and operational scaffolding and produces strong inputs for subsequent task orders. Heavy execution work, including full-scale Fabric migration and production dashboard build, is deliberately preserved for follow-on task orders that will draw on the planning deliverables produced under this task order.

2.0 Scope and Objectives

This task order spans all seven IDIQ PWS objectives. CLIN numbering directly mirrors PWS objective numbering for ease of reference.

Maps to IDIQ PWS Objective

Objective 1: Data Architecture and Engineering (PWS 2.1)

Objective 2: Analytics and Business Intelligence (PWS 2.2)

Objective 3: Data Governance (PWS 2.3)

Objective 4: AI Integration, Solutions, and Advisory (PWS 2.4)

Objective 5: Data and AI Literacy (PWS 2.5)

Objective 6: SIS Modernization Support (PWS 2.6)

Objective 7: Program Management, Coordination, and Transition Support

(PWS 2.7)

This Task Order establishes the objectives, outcomes, performance standards, and deliverables required under the order. The objectives described below are not associated with specific labor categories. The Contractor shall determine the labor mix, level of effort, and staffing approach necessary to accomplish the requirements of this Task Order using the labor categories established in the parent IDIQ contract.

The objectives and supporting activities identified in this Task Order do not correspond to individual labor categories. The Contractor may utilize any combination of awarded labor categories necessary to perform the work, provided personnel meet the qualifications established in the parent IDIQ contract. The Government does not prescribe specific labor category assignments except where expressly identified within the Task Order.

2.1 CLIN 0001: Data Architecture and Engineering

IDIQ Reference: PWS 2.1

The objective is to validate the current-state and target-state DoWEA enterprise data architecture, develop a comprehensive Microsoft Fabric migration plan, and execute foundational (Phase 1) migration work that establishes baseline migration momentum within the period of performance. Heavy execution work and Phase 2 and later migration scope are reserved for subsequent task orders.

The supporting tasks identified within this Task Order are representative of the work anticipated.

The Contractor shall perform all activities reasonably necessary to achieve the stated objectives and meet the associated performance standards and deliverables.

Supporting tasks may include:

1. Validate the current-state and target-state DoWEA enterprise data architecture.

2. Develop a comprehensive Microsoft Fabric migration plan.

3. Execute foundational (Phase 1) migration of designated data domains into the Fabric

Lakehouse, using the Ed-Fi Operational Data Store as the education-data integration layer.

4. Establish infrastructure-as-code templates and a CI/CD framework for the environment.

5. Perform reconciliation and user acceptance testing prior to production promotion.

6. Provide knowledge-transfer materials supporting ongoing Government maintenance of the configured environment.

2.2 CLIN 0002: Analytics and Business Intelligence

IDIQ Reference: PWS 2.2

The objective is to sustain the existing enterprise dashboard portfolio while assessing and designing a consolidated, modern analytics capability. Prototype development validates design decisions and demonstrates stakeholder value prior to full production build in subsequent task orders.

The supporting tasks identified within this Task Order are representative of the work anticipated.

1. Maintain and support the existing portfolio of enterprise dashboards and cleanse supporting data to sustain operational continuity.

2. Assess the dashboard portfolio and develop a consolidation and migration strategy.

3. Design the dashboard portal.

4. Develop integrated dashboard prototypes to validate design and demonstrate stakeholder value.

5. Recommend production build scope and level of effort for follow-on task orders.

2.3 CLIN 0003: Data Governance

IDIQ Reference: PWS 2.3

The objective is to refine, finalize, and support operationalization of foundational governance documents, and to design and implement foundational data catalog capabilities, metadata standards, and tagging conventions in the Government-designated Microsoft Purview environment. The Government will provide existing draft governance documents at task order start.

The supporting tasks identified within this Task Order are representative of the work anticipated.

1. Refine, finalize, and support operationalization of foundational governance documents.

2. Develop the data steward plan and capacity-building approach, with Government staff as active co-developers.

3. Develop metadata standards, tagging conventions, and a business glossary.

4. Implement foundational data catalog capabilities in the Government-designated

Microsoft Purview environment.

5. Provide adoption and operationalization materials.

2.4 CLIN 0004: AI Integration, Solutions, and Advisory

IDIQ Reference: PWS 2.4

The objective is to refine AI governance documents and develop a stakeholder engagement and communications approach, and to provide direct AI operations coaching, customized just-in-time professional learning for Operations staff, and use-case curation. This work scales a coaching model across DoWEA Operations divisions.

The supporting tasks identified within this Task Order are representative of the work anticipated.

1. Refine AI governance documents and develop a stakeholder engagement and communications approach.

2. Provide direct AI operations coaching and customized just-in-time professional learning for Operations staff.

3. Curate AI use cases and develop showcase content for the DoWEA AI Hub.

4. Identify cross-functional opportunities for systemic AI integration and provide recommendations.

2.5 CLIN 0005: Data and AI Literacy

IDIQ Reference: PWS 2.5

The objective is to validate, refine, and map the data literacy framework, including alignment to the DoWEA Data Maturity Rubric, and to develop and post an initial set of asynchronous training modules supporting Data and AI Division-owned data literacy. The Government will provide the existing literacy framework draft at task order start.

1. Validate, refine, and map the data literacy framework, including alignment to the

DoWEA Data Maturity Rubric.

2. Develop a literacy engagement strategy and a roles and responsibilities matrix.

3. Develop and post an initial set of asynchronous training modules.

4. Establish training assessment and feedback mechanisms.

2.6 CLIN 0006: SIS Modernization Support

IDIQ Reference: PWS 2.6

The objective is to provide Student Information System (SIS) modernization support within the

DoWEA SIS environment, focused on customization of Ed-Fi exports and calculations, support to a parent-involvement strategy including the SIS mobile application, and rebranding of forward-facing SIS elements to DoWEA.

The supporting tasks identified within this Task Order are representative of the work anticipated.

The Contractor shall perform all activities reasonably necessary to achieve the stated objectives and meet the associated performance standards and deliverables.

Supporting tasks may include:

1. Customize Ed-Fi data exports and calculations within the DoWEA SIS environment.

2. Build Ed-Fi data ingestion to the Operational Data Store and validate output against Ed-

Fi standards and DoWEA requirements.

3. Support a parent-involvement strategy, including implementation of the SIS mobile application.

4. Rebrand forward-facing SIS elements to DoWEA.

5. Provide knowledge-transfer materials supporting ongoing Government maintenance of the configured exports and calculations.

2.7 CLIN 0007: Program Management, Coordination, and Transition Support

IDIQ Reference: PWS 2.7

The objective is to provide overall program management, quality control, and Government interface for all task order performance, and to design and build out Data and AI Division operations infrastructure that enables Division operational effectiveness and cross-CLIN coordination under this task order.

and meet the associated performance standards and deliverables.

Supporting tasks may include:

1. Provide overall program management, quality control, and Government interface for all task order performance, including kickoff, Quality Control Plan, weekly status reporting, and closeout.

2. Establish and maintain a Division planning calendar and recurring planning-meeting cadence.

3. Build out Data and AI Division SharePoint sites and organize the OneNote playbook.

4. Develop the website migration plan and design.

5. Build the solution deployment workflow within Government-designated platforms.

6. Refine and catalog guidance documents and document operations infrastructure maintenance procedures.

3.0 Constraints

The Contractor shall comply with all applicable requirements, constraints, policies, standards, security provisions, and procedures established in the parent IDIQ contract and PWS. This Task

Order supplements, and does not replace, the requirements of the parent contract except where expressly stated herein.

3.1 Key Personnel

The following labor categories are designated as Key Personnel for this task order, in addition to any IDIQ-level Key Personnel designations. Per the IDIQ PWS, the contractor shall provide the designated Key Personnel and shall not substitute Key Personnel without COR approval.

● Program Manager (CLIN 0007): single point of contact for the task order and primary point of contact for the COR.

● Senior Data Governance Specialist (CLIN 0003): accountable for governance document refinement, data steward plan development, and governance design decisions across the governance work.

● Data Architect (CLIN 0001): accountable for architecture validation and Fabric migration plan development, providing senior architectural oversight across the data architecture and engineering work.

3.2 Period of Performance

The period of performance for this task order shall commence on the date of the IDIQ contract award and continue for five months thereafter.

3.3 Place of Performance

Work under this task order shall be performed on-site at one of the following Government locations as the default, per the IDIQ PWS:

● DoWEA Headquarters, 4800 Mark Center Drive, Alexandria, VA 22350

● Americas Regional Office, Peachtree City, GA

Core business hours are Monday through Friday, 7:30 AM to 4:00 PM Eastern Time, excluding

Federal holidays. Any remote or alternate work arrangements shall be as approved by the COR consistent with the IDIQ PWS.

3.4 Travel

No contractor travel is anticipated for this task order.

4.0 Government-Furnished Resources

4.1 Government-Furnished Property and Equipment

● Access to the Microsoft Fabric environment (Development and Production)

● Access to the Microsoft Purview environment

● Access to Power BI Service

● Access to Microsoft Entra ID

● Access to Microsoft Teams, SharePoint, and OneNote environments

● Access to the Ed-Fi Operational Data Store (Development and Production)

● Government-issued CAC/PIV credentials for all contractor personnel

● Government-furnished laptops or equivalent device access per DoWEA IT policy

● Workspace at DoWEA Headquarters and the Americas Regional Office for on-site personnel

4.2 Government-Furnished Information

● Existing Data and AI Division governance documents

● Existing AI governance materials

● Existing data and AI literacy framework draft

● Existing target-state architecture drafts and current-state documentation

● DoWEA Data Maturity and AI Maturity Rubrics

● Site map and information architecture for SharePoint sites

● OneNote playbook structure

● Source system documentation for assigned data domains

● Existing dashboard portfolio metadata and usage analytics

4.3 Security Requirements

All contractor personnel performing under this task order shall comply with the security requirements specified in the parent IDIQ PWS.

No task-order-specific security requirements beyond the IDIQ baseline are established.

4.4 Acceptance and Inspection

The COR shall review all deliverables for completeness, accuracy, and compliance with the performance standards referenced in Section 5.0. The COR shall provide written acceptance or rejection, with specific deficiencies for any rejection, within the timeframe established in the

IDIQ PWS Quality Assurance Surveillance Plan. Rejected deliverables shall be corrected and resubmitted within the period specified by the COR.

Final acceptance of this task order is contingent upon COR confirmation that all deliverables under all funded CLINs have been accepted and all applicable performance standards have been met.

5.0 Task Order Deliverables Summary

All deliverables across all CLINs are consolidated in the table below for COR oversight. Formats are representative; the contractor may propose equivalent formats. CLIN 0006 deliverables are included; activation of any optional CLIN is at Government discretion.

CLIN Deliverable Format Planned

Delivery

0001 Current-State Architecture Assessment Word, Visio Week 5

0001 Target-State Architecture Validation Report Word Week 7

0001 Fabric Migration Plan Word, MS Project, Excel

Week 11

0001 Infrastructure-as-Code Templates and CI/CD

Framework

Code, Word Week 12

0001 Phase 1 Migration Execution Plan Word, Excel Week 12

0001 Migrated Data Domains in Fabric Lakehouse

(Phase 1)

Implemented in

Fabric

Week 20

0001 UAT Results and Government Acceptance

Documentation

Word Week 20

0001 Phase 1 Migration Closeout Report Word Week 20

0002 Dashboard Maintenance and Development

Operational Approach

Word Week 2

CLIN Deliverable Format Planned

Delivery

0002 Monthly Dashboard Maintenance and

Development Logs

Excel or Word Monthly throughout PoP

0002 Dashboard Portfolio and Consolidation Strategy

Assessment

Word, Excel, PowerPoint

Week 6

0002 Dashboard Portal Design Word, design files Week 8

0002 Integrated Dashboard Prototypes Power BI or Fabric Week 17

0002 Production Build Scope and Labor Estimate

Recommendation

Word, Excel Week 20

0002 Dashboard Maintenance Closeout

Documentation

Word Week 21

0003 Governance Document Gap Analysis Word Week 4

0003 Data Catalog Readiness Assessment Word Week 4

0003 Metadata Standards Documentation Word Week 7

0003 Tagging Conventions and Business Glossary Word, Excel Week 10

0003 Data Steward Plan Word Week 10

0003 Refined Governance Document Suite Word Week 12

0003 Initial Catalog Implementation in Microsoft

Purview

Implemented in

Purview

Week 15

0003 Steward Capacity-Building Approach and

Onboarding Kit

Word, PowerPoint Week 15

0003 Catalog Maintenance Operational Procedures Word Week 17

0003 Adoption and Operationalization Materials Word, PowerPoint Week 17

0004 AI Coaching Engagement Plan Word Week 2

0004 AI Governance Document Gap Analysis Word Week 4

0004 Refined AI Governance Document Suite Word Week 11

0004 AI Stakeholder Engagement and

Communications Plan

Word, PowerPoint Week 15

0004 Cross-Functional AI Integration

Recommendations Report

Word Week 15

0004 Customized Professional Learning Materials

(Ongoing)

Various Continuous through PoP

0004 AI Use Case Showcase Content for AI Hub Web content, PowerPoint

Continuous;

consolidated

Week 17

0004 Final AI Operations Report Word Week 20

0005 Asynchronous Training Production Plan Word Week 4

0005 Literacy Framework Validation Report Word Week 5

0005 Existing Literacy Efforts Mapping Word, Excel Week 7

0005 Literacy Roles and Responsibilities Matrix Word, Excel Week 10

0005 Asynchronous Training Modules (4-6 modules) Video, SCORM Weeks 10-15

(continuous)

0005 Training Posted to SharePoint Site SharePoint Per module;

final by Week

0005 Refined Literacy Framework Aligned to Data

Maturity Rubric

Word Week 12

0005 Training Assessment and Feedback Mechanisms SharePoint, Forms Week 15

0005 Literacy Engagement Strategy Word, PowerPoint Week 16

0006 Ed-Fi Export Customization Plan Word Week 2

0006 Configured Ed-Fi Exports in the DoWEA SIS Implemented Week 7

0006 Configured Calculations and Validation Results Implemented, Word

Week 9

0006 Knowledge Transfer Materials Word Week 10

0007 Kickoff Meeting Materials and Minutes PowerPoint, Word Week 1

0007 Quality Control Plan Word Week 2

0007 Division Planning Calendar and Planning

Meeting Cadence

Word, Excel, Outlook

Established

Week 2;

maintained throughout PoP

0007 Weekly Status Reports Word or

PowerPoint

Weekly throughout PoP

0007 SharePoint Site Build-Out SharePoint Week 10

0007 Organized OneNote Playbook OneNote Week 10

0007 Website Migration Plan and Design Word, design files Week 12

0007 Solution Deployment Workflow SharePoint, Power

Apps, Word

Week 15

0007 Refined and Catalogued Guidance Documents in

Teams

Teams Week 17

0007 Operations Infrastructure Maintenance

Procedures

Word Week 17

0007 Task Order Closeout Report Word Week 21

Total deliverables across this task order: 57. Acceptance procedures for all deliverables are described in IDIQ PWS Section 7.1 (Quality Assurance Surveillance Plan) and in Section 12.0 of this task order. Unless otherwise stated in this task order, the performance standards, AQLs, and surveillance methodology in the parent IDIQ PWS apply.

6.0 Definitions

No task-order-specific definitions are defined.

7.0 Performance Standards

All performance under this task order shall meet the IDIQ-level performance standards specified in the parent IDIQ PWS and its Performance Requirements Summary. The standards are not restated here; the table below maps each functional area to the applicable IDIQ PWS performance standards and the corresponding CLIN.

IDIQ PWS Standards Functional Area Applicable CLIN

PS 1.1–1.9 Data Architecture and Engineering CLIN 0001

PS 2.1–2.7 Analytics and Business Intelligence CLIN 0002

PS 3.1–3.6 Data Governance CLIN 0003

PS 4.1–4.5 AI Integration, Solutions, and Advisory CLIN 0004

PS 5.1–5.6 Data and AI Literacy CLIN 0005

PS 6.1–6.4 SIS Modernization Support CLIN 0006

PS 7.1–7.3 Program Management, Coordination, and

Transition Support

CLIN 0007

Per IDIQ PWS Section 1.0, in the event of a conflict between IDIQ PWS requirements and task order requirements, task order requirements take precedence. No conflicts are introduced by this task order.