Attachment A - PWS - Part 5 Critical Tasks - CDAO.pdf

PERFORMANCE WORK STATEMENT (PWS)

Office of the Chief Digital & Artificial Intelligence Officer (OCDAO) Information Technology (IT) Artificial Intelligence (AI)

Machine Learning Programmatic Support Services

PART 5

SPECIFIC TASKS

1. Specific Tasks:

5.1. Task 1 - Data and AI Program Management. The Contractor shall provide services for Data and AI Program Management. Data and AI Program Management tasks shall include:

5.1.1 Support OCDAO with tracking and managing OCDAO Mission Initiatives (MI). This includes management of project plans, schedules, budgets, briefings, and risks. The contractor shall assist in developing metrics and coordinate with appropriate OCDAO personnel to track project metrics (e.g. schedule, cost, and performance).

5.1.2 Provide analytical and problem solving for various mission critical IT, data, and AI systems through a strong knowledge of IT hardware, software, AI tools, and standard concepts, practices, and procedures;

5.1.3 Identify, assess, document, and report potential programmatic risk and provide OCDA risk mitigation recommendations to ensure uninterrupted continuation of IT, data and AI systems;

5.1.4 Keep abreast of current data and AI software and technologies, investigate, and propose upgrade options to optimize current or future systems;

5.1.5 Provide Continuous Delivery Capability support, to include version control, deployment automation, continuous integration, trunk-based development, test automation, test data management, security integration, and ensuring continuous delivery; and

5.1.6 Provide subject matter expertise and guidance on agile software development, providing insights and documentation on recommended frequencies and durations of software releases and sprints during project planning and execution. The contractor shall have a firm understanding of agile code development, integration, test, quality, and configuration control processes and procedures.

5.2. Task 2 - Infrastructure Architecture Support Services: The Contractor shall provide Infrastructure Architect Support to include:

5.2.1 Provide Senior Technical Expertise and recommendations according to IT and AI engineering standards and best practices to support OCDAO in establishing a computer infrastructure for the Program’s projects, and eventually for projects across DoD.

5.2.2 Provide guidance and strategize on expediting technology transition from laboratory to operational use, increasing Joint Force capability;

5.2.3 Provide guidance and support services for the development of a common, standardized, cyber-hardened infrastructure and development platform;

5.2.4 Identify reusable, flexible assets that drive scale and lower burden for developers through efficiencies

5.2.5 Track OCDAO’s implementation, management, and lifecycle planning to ensure they align with ODAO’s strategy. The contractor shall provide OCDAO with information regarding other potential stakeholders including engineers, commercial, governmental, and academic partners to strengthen the DoD data analytics, AI and IT and computer infrastructure and software that is scalable and sustainable while reducing operational overhead across DoD;

5.2.6 Provide recommendations for commercial-off-the-shelf (COTS) or custom tools that simplify adoption of AI in DoD and supports geographically dispersed teams; and

5.2.7 Support OCDAO in understanding potential operational risks of migration strategies (via engineering analysis) to include:

- Hardware/software configurations and architecture impacts;

- Environmental infrastructure considerations (terrestrial data center, cloud, etc.); and

- Information access and control considerations

5.3 Task 3 - Data Engineering, Integration and Development. The Contractor shall:

5.3.1 Support the creation of an environment to consume, curate and analyze information and data at the speed of relevance to provide the capability to inform decision making to project desired outcomes to commanders and business leaders using the best technology (e.g. cloud based virtualized repository, applied Artificial Intelligence, Projective and predictive Machine Learning; and

5.3.2 Assist in engagements with customers and participate in the design, development, delivery, and ongoing data integration/transformation solutions that make it possible to apply Artificial Intelligence/Machine Learning (AI/ML) to high priority missions in the Department of Defense. Work with operational subject-matter experts to understand various DoD data formats, uses, and architectures.

5.3.3 Provide systems integration SME to support the design, development, deployment and networking of command-and-control products and their experimentation in exercises.

5.3.4 Provide facilitation for Agile/Scrum environments and application of Agile framework principles and techniques.

5.3.5 Support the management of data, systems, and network requirements for recurring Global Information Dominance Experiments (GIDE) events.

5.3.6 Support future data integrations and interoperability requirements to feed into the enterprise data mesh, focusing on live operational data feeds.

5.3.7 Provide SME expertise to address the constant changes and adapting requirements that integrate OCDAO tools with existing DOD systems, software, and networks.

5.3.8 Provide SME expertise to support delivering Cross Domain Solution products within the C5P workflow, Data Catalog, and Data Marketplace.

5.3.9 Provide senior technical expertise to work with key engineers, commercial, governmental, and academic partners to model, design, and deliver tools and identify opportunities that empower users throughout DoD to build high-quality datasets and data products. This data includes structured and unstructured text documents and massive scale video, image, and other forms of data identified by the Government;

5.3.10 Data set structuring to be attuned to domain capabilities and designed outcomes for use by advanced technology analytical support teams;

5.3.11 Advanced technology analysis providing domain to capability mapping to apply state of the art tools for useful outcomes;

5.3.12 Apply leading/cutting edge algorithms and methods with logical applications of advanced techniques for analysis;

5.3.13 Support the design, development, and implementation of robust scalable solutions to collect and analyze large data sets; structure and label the data; and ensure it is useful for building models/algorithms and machine learning; and

5.3.14 Support the establishment of an advanced technology pipeline to prove out capabilities and technologies better enabling adoption of AI and ML across the enterprise. The pipeline will address data quality and volume, accelerate implementation cycles, refine data management processes, and assist in understanding policy compliance. Support the crafting of the optimization model for how the OCAO engages external partners and leverages the pipeline process.

5.4 Task 4 – Strategy & Policy Support. The contractor shall:

5.4.1 Provide Strategy and Policy Support

5.4.1.1 Provide support services to enable the Policy Directorate to lead the implementation of DoD Data, Analytics and AI Strategy and chair the DoD CDAO Council Governance structure.

5.4.1.2 Provide subject matter expertise and guidance on reducing policy, processes and organizational barriers to DoD-wide data, analytics, and AI adoption.

5.4.1.3 Support the development of DoD data, analytics, and AI governance documents, support and provide analysis for cross-cutting issues for DoD wide implementation, coordinate and synchronize activities across components, provide situational awareness reports for the OCDAO.

5.4.1.4 Support strategic planning, communication, and messaging, describing the nature of the effort and the capabilities and ensuring the limitations are properly communicated to convey expectations.

5.4.1.5 Participate in outreach engagements to lateral and subordinate stakeholders on the projects to enhance understanding of the effort and to facilitate better communications. Further the contractor shall provide guidance in support of Strategic Planning and Communications work to support and further this and related DoD initiatives.

And, if required, assist with the development and implementation of a coherent, all-encompassing strategic communication approach for OCDAO.

5.4.1.6 Conduct qualitative and quantitative research and analysis, and draft materials to support implementation of the DoD Data, Analytics, and AI Adoption Strategy and any revisions as deemed necessary.

5.4.1.7 Develop performance metrics and measures, in collaboration with other DoD Components, to ensure implementation of the DoD Data, Analytics, and AI Adoption Strategy is monitored and assessed effectively.

5.4.1.8 Drive OCDAO’s creation and maintenance of its Annual Performance Plan and Annual Performance Report, aligned to the DoD Data, Analytics, and AI Adoption Strategy, synchronized with the Department’s Strategic Management Plan, in collaboration with the DoD Performance Improvement Officer.

5.4.1.9 Conduct research, analysis, and draft materials to support development, revision, and/or implementation of DoD-level data, analytics, and AI policy documents (e.g., formal issuances, memorandums for record, etc.)

5.4.1.10 Implement robust knowledge management solutions, including document repositories, wikis, and collaboration tools, to facilitate the capture, organization, and dissemination of project-related information and insights.

5.4.1.11 Create preparatory materials (memos, issuances, PowerPoint presentations, talking points, read-aheads, etc.) in response to Congressional inquiries and in support of OCDAO projects.

5.4.1.12 Advise OCDAO personnel on solving data, analytics, and AI-related problems of significant complexity and depth, proposing a mix of technical and policy solutions.

5.4.1.13 Engage internal and external stakeholders relevant to OCDAO projects, and accurately represent OCDAO equities as needed.

5.4.2 Provide AI Ethics Policy Support

5.4.2.1 Writes and reviews Responsible Artificial Intelligence (RAI) Policy for DoD

5.4.2.2 Coordinates Responsible AI Working Council, including developing content for the meetings, managing stakeholders, and coordinating meeting details.

5.4.2.3 Supports and responds to DoD, interagency, and/or congressional taskers on OCDAO’s Responsible AI efforts and priorities, including drafting reports and responding to DoD-wide and OCDAO internal taskers.

5.4.2.4 Maintains effective working relationships with counterparts in the defense establishment, interagency environment, and with industry partners to advance AI governance initiatives.

5.4.2.5 Prepares briefing materials or written documents on topics based on the Responsible AI division’s leadership needs. Audience may include DoD leadership, U.S. interagency partners, international AI communities, White House, Congress, senior officials/flag officers, or others to be determined.

5.4.2.6 Prepares briefings, talking points, position papers, and appropriate correspondence in support of CDAO’s AI governance interactions, and represents OCDAO personnel in U.S. interagency and DoD meetings as directed.

5.4.2.7 Advises OCDAO of international trends, advancements, and best practices in artificial intelligence specific to governance, ethics, privacy, fairness, and social responsibility.

5.4.3 Provide AI Ethics Support

5.4.3.1 Provide technical guidance on AI Ethics and Responsible AI for priority projects within the Department of Defense, spanning the disciplines of system safety engineering, cybersecurity, test and evaluation, human factors, ethics, and policy.

5.4.3.2 Design tabletop exercises for identifying novel risks, validating RAI Toolkits, and testing policy recommendation.

5.4.3.3 Conduct literature reviews of the state of the art within AI Ethics and Responsible AI, spanning the disciplines of system safety engineering, cybersecurity, test and evaluation, human factors, ethics, and policy.

5.4.3.4 Identify gaps within the Department’s Responsible AI program and develop COAs for addressing the gaps.

5.4.3.5 Provide technical reviews and edits on Responsible AI Products developed by (or procured by) the OCDAO RAI Division and its partners.

5.4.3.6 Generate content for the Responsible AI Toolkits and other OCDAO RAI Products

5.4.4 Provide Responsible AI Systems Engineer Support

5.4.4.1 Assist client with the implementation of the Department’ responsible artificial intelligence program and the development of associated tools and products.

5.4.4.2 Collaborate with Product Development Teams on the development of a strategy that incorporates ethical principles across the entire artificial intelligence product development lifecycle.

5.4.4.3 Develop standard methodologies for responsible artificial intelligence product development.

5.4.4.4 Apply deep technical expertise in data science and artificial intelligence methodologies to build ethical AI capabilities and design models; deploy model testing and validation practices that eliminate potential biases and ensure robustness against adversarial attacks.

5.4.4.5 Apply deep technical expertise to integrate RAI tools into DoD infrastructure and ensure interoperability.

5.4.5 Provide RAI Program Manager Support

5.4.5.1 Assist the client with the implementation and management of the DoD responsible artificial intelligence program.

5.4.5.2 Works with cross-discipline teams to understand privacy, legal, and ethical considerations in the use of artificial intelligence/machine learning and analytics.

5.4.5.3 Maintains cognizance of trends, advancements, and best practices in artificial intelligence specific to ethics, privacy, fairness, and social responsibility.

5.4.5.4 Develops policies and implementation guidance to facilitate the usage of principle-driven decision frameworks to evaluate the ethical use of analytics and artificial intelligence.

5.4.5.5 Develops program metrics and performance indicators for tracking and monitoring the adoption of ethical artificial intelligence principles and socially responsible use of artificial intelligence and analytics across the Department.

5.4.5.6 Integrate responsible AI tools into Department use cases, develop performance metrics for these projects and tools, evaluate the outcomes of these projects and tools, and inform senior leaders on the results.

5.4.5.7 Simultaneously manage and track the milestones, deadlines, and outcomes of multiple artificial intelligence ethics projects and initiatives.

5.4.5.8 Support budget and contract tracking to ensure data, AI strategy, policy and RAI requirements are captured.

5.4.5.9 Implement agile and scrum methodologies and update the Confluence wiki tool for the RAI Division.

5.4.6 Provide Public Affairs (PA) Strategic Communications & Engagement Support

5.4.6.1 Assist with the development of a coherent, all-encompassing strategic communication approach for the

OCDAO

5.4.6.2 Assist organizational leaders with the development of clear and consistent communications aligned with the OCDAO goals and values.

5.4.6.3 Serve as the project lead for internal OCDAO hosted events, coordinating all details whether working as a stand-alone OCDAO event or utilizing a 3rd party provider. Responsible for coordination to include the handling of logistics, agenda building, speaker invitation, registration, etc.

5.4.6.4 Support strategic planning, communication, and messaging, describing the nature of the effort and the capabilities and ensuring the limitations are properly communicated to convey expectations.

5.4.6.5 Track all upcoming speaking engagements, coordinate with OCDAO Front Office to schedule, liaise with speaking request SME on response to invitations while researching topics and interviewing subject matter experts throughout the OCDAO to ensure technical accuracy for speaking materials. Ensure cross-team collaboration and cross-DoD coordination to include OSD PA.

5.4.6.6 Provide speechwriting capabilities for OCDAO senior leaders, to include drafting all remarks.

5.4.6.7 Provide public affairs support to OCDAO subordinate organizations to develop written products aligning directorate initiatives under the OCDAO mission objectives, to include press releases, leadership briefing materials, organizational talking points, public-facing frequently ask questions, video scripts, speeches, and other communication products while working with senior officials to build directorate-specific communication plans and strategies. Draft and shape complex project messaging into plain easy-to-explain language for the public and media.

5.4.6.8 Ensure Alignment of OCDAO strategic priorities into Directorate communication products and produce written materials and executive level briefing documents under tight deadlines.

5.5 Task 5 - Digital Talent Management Support.

5.5.1.1 Support the data, analytics, and AI competency development and work role refresh. Create competency models for data, analytics, and AI. Leverage developed competencies to inform Work Role (KSAT) updates.

5.5.1.2 Create, iterate, and publish guidance materials for the data/AI and work role coding guide.

5.5.1.3 Collaborate with appropriate stakeholders to organize and execute Digital Talent Management Forum.

5.5.1.4 Provide support for the Tech to Government working group related to data and AI.

5.5.1.5 Support the development of the Workforce Planning People Strategy.

5.5.1.6 Support the development of a DoD Digital Talent Awards Program.

5.6 Task 6 – Business Operations Support. Provide comprehensive support services for daily operations in areas of normal administrative service functions to include action suspense tracking, workload prioritization, communications, user IT support, correspondence and distribution services, reporting, property administration, security management, files and records and personnel management. The contractor shall:

5.6.1 Provide Executive Level Administrative Management and Administrative Assistant Support. In support of the senior executive and administrative assistance support function, the contractor shall provide administrative support to executive-level, and organizational level throughout the CDAO. The contractor shall provide the following administrative management support as assigned:

5.6.1.1 Manages visitor access and security requirements and coordinates with the appropriate agency as required (e.g. Pentagon Force Protection Agency, OCDAO Security Office, and external Security Offices as needed).

5.6.1.2 Prepares and manages travel authorizations/vouchers via the Defense Travel System for executive level travel within and outside the continental United States. Manages international travel as determined by the Foreign Clearance Guide and coordinates with United States Defense Attaché Offices as needed.

5.6.1.3 Coordinates/communicates on behalf of the organization’s leadership, including calls, responding to email, and interfacing, with stakeholders or their staffs at all levels to include the highest levels of the Department of Defense, other Federal agencies, Foreign Partners, and Industry.

5.6.1.4 Responsible for ensuring correspondence provided to the Government Senior Executive Leadership meets all DoD correspondence guidelines.

5.6.1.5 Manage the calendars of senior executives’ and keeps senior management and staff members informed of relevant organizational events. Ensures senior leader’s calendars are sync’d across the OCDAO.

5.6.1.6 Prepares and maintains the daily read book for the senior executive; ensures Read ahead (RAH) material is provided in a timely manner and in the proper format.

5.6.1.7 Coordinate local and long-distance travel for senior management program officials and prepare travel vouchers for signature via the Defense Travel System (DTS) application.

5.6.1.8 Assist in preparing invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.

5.6.1.9 Assist in preparing leaders for participation in senior level meetings. Assist supported senior management in the development of presentations and white papers for internal and external audiences ensures proper formatting and grammatical correctness. Responsible for coordinating audio visual support.

5.6.1.10 Establish and maintain office files and databases, including electronic data files architecture consistent with Federal and DOD records management standard file storage/structure methodologies.

5.6.1.11 Serve as a liaison between senior management, CDAO staff, and external agencies for all administrative support.

5.6.1.12 Receive and screen phone calls and visitors, answering a variety of questions with tact and diplomacy, taking messages, and directing calls appropriately for resolution.

5.6.1.13 Maintain confidential and sensitive and classified information.

5.6.1.14 Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries.

5.6.1.15 Distribute and route incoming material (e.g., mail, packages, direct delivery of staff actions) to directorate/office staff. Assist Directorate staff with shipment of materials to external locations CONUS and

OCONUS.

5.6.1.16 Assist with coordination of directorate staff in-processing and out-processing: Building access request, parking request, hoteling workspace request, supplies, etc.

5.6.1.17 Manages the office supply program for the Directorate/Office.

5.6.1.18 Assist with coordination of directorate staff in-processing and out-processing: Building access request, parking request, hoteling workspace request, supplies, etc.

5.6.1.19 Assisting in monitoring organizational email inbox and CATMS task tracking status. Support front office continuity of operations.

5.6.2 Provides Human Resources Support

5.6.2.1 Supports the life cycle management of the Military Personnel Program. Assist with the development and tracking of military awards. Tracks approval and posting of awards to the individual’s military personnel records.

Responsible for the initiation of military evaluation reports, tracking of report development, and review and approval. Ensures final evaluation reports or mailed to or posted to the appropriate military personnel records systems. Responsible for the development and tracking of Memorandums of Agreements between the OCDAO and Military Services. Ensures all military records or maintained in compliance with military Service policies and regulations. Supports the in-processing program for Military members and ensures incoming members are assigned a Sponsor.

5.6.2.2 Supports the life cycle management of the Civilian Personnel Program. Responsible for the development of civilian position descriptions (PDs). This includes conducting position analysis and research of the Office of Personnel Management (OPM) Classification Directives for occupational series and duties. Also responsible for tracking the review, editing, and approval of PDs. Supports the New Employee Onboarding Program (NEOP) for civilian personnel and ensures new employees and their supervisors receive OCDAO Welcome packages.

5.6.2.3 Provides general administrative support to the Human Resources Division. Develops and updates rosters and monitors the Division’s workflow email account.

5.6.3 Provides Sensitive Intelligence Office (SIO) Support

5.6.3.1 Provides support and expert advice to business operations of the SIO

5.6.3.2 Provides Records Management support for SIO. Implement and maintain records management systems in compliance with DoD policies. Assist in developing and enforcing records retention schedules. Support the digitization of paper records and implementation of electronic document management systems. Coordinate responses to records requests and audits.

5.6.3.3 Oversee day-to-day office operations in SIO. Manage office supply inventory and procurement. Manages CATMS for SIO. Assist with the documentation, coordination, review of office procedures. Review all staff packages for completeness and format prior to forwarding to CDAO leadership for signature/coordination.

Implement and maintain efficient filing systems and document management processes.

5.6.3.4 Manage and continuously improve/modernize workflows, reporting, and assessment procedures and tools in SIO. Manage the SIO task management system, including customer experience, task processing, automation, and assessment analytics (dashboards). Improve or modernize where appropriate the task management system, using the existing suite of DoD tools (MS Office 365, SharePoint, Power Automate, Power BI). Provide monthly dashboards for SIO activities to SIO leadership and other OCDAO leaders as directed. Provide advice and support regarding foreign disclosure, public release, export control, and security classification.

5.6.3.5 Provide specialized security support for OCDAO sensitive access management (CAP/SAP/ACCM).

Responsible or Visitor Management. Process customer requests to submit and accept Visit Access Requests for SAP and ACCM events using the Joint Access Database Environment (JADE) application, including: Verify visitor program access level to ensure compliance with security regulations; Generate reports on common access for members of sensitive access meetings and deliver to meeting host and appropriate OCDAO POCs; Verify CAP sensitive access of visitors and OCDAO customers using the Scattered Castles access verification tool and provide common access reports to meeting hosts and appropriate OCDAO POCs. Track sensitive accesses and expiry dates of centrally managed CDAO personnel, submit for initial and renewal access requests to the appropriate agency.

Submit directed One-Time Read In requests to the appropriate agency. Manage and report to leadership the annual and event-based training requirements as stipulated by DoD policy for sensitive access.

5.6.3.6 Provide expert strategy advice and support for the development and implementation of the CDAO Strategic Disclosure program. Develop and maintain a Strategic Disclosure strategy for the CDAO, incorporating intelligence information regarding adversary activities and implications for CDAO products, services, and other deliverables.

Integrate Strategic Disclosure tenants into SIO workflows for Foreign Disclosure, Public Release, and other key events. Conduct routine liaison with other DoD elements supporting or supported by the CDAO and in similar mission areas of AI, CJADC2, and Autonomy. Research and propose best practices for effective reveal/conceal strategies and efforts.

5.6.3.7 Provide expert advice and support to intelligence-informed activities to protect and counter adversarial machine learning and AI efforts. Research foreign adversary targeting of U.S. AI and support infrastructure and propose mitigations to protect U.S. national security. Develop and propose best practices for testing and evaluating proposed best practices. Conduct regular liaison with the Counter-AI community of interest across the federal enterprise, including the Intelligence Community.

5.6.4 Provide IT User Project Management and Support

5.6.4.1 Support the tracking, coordination and reporting of status of DISA J6 IT support requests for OCDAO total work force and provide regular reports to the government.

5.6.4.2 Route, expedite and assist in triage and prioritization of IT support requests from OCDAO users to appropriate government agencies and/or organization IT departments.

5.6.4.3 Provide first line IT help desk assistance and support to onboarding, provisioning, and off-boarding of mobile, phone and fixed GFE as requested, without duplicating of services otherwise available and utilized by other Principal Staff Administrator (PSA) organizations.

5.6.5 Provide Asset/Property Management Support

5.6.5.1 Maintain inventory of CDAO-owned and government-furnished equipment.

5.6.5.2 Coordinate equipment assignments, transfers, and disposals in accordance with DoD property management policies.

5.6.5.3 Assist in conducting regular property audits and reconciliations.

5.6.6 Provide Records Management Support

5.6.6.1 Implement and maintain records management systems in compliance with DoD policies.

5.6.6.2 Assist in developing and enforcing records retention schedules.

5.6.6.3 Support the digitization of paper records and implementation of electronic document management systems.

5.6.6.4 Coordinate responses to records requests and audits.

5.6.7 Provide Continuity of Operations Planning (COOP) Coordination Support

5.6.7.1 Assist the OCDAO Lead in developing, coordinating, and maintaining COOP plans for OCDAO functions across the OCDAO.

5.6.7.2 Support the coordination of COOP exercises and training.

5.6.7.3 Assist OCDAO COOP Lead with ensuring essential administrative functions can continue during emergencies or disruptions.

5.6.7.4 Formulates and arranges COOP presentation packages, as required for high level briefings.

5.6.8 Provide OCDAO Enterprise Security Program Support.

5.6.8.1 Visitor Management. Manage visitor access procedures for OCDAO facilities, utilizing the Defense Information System for Security (DISS) to ensure that all visitors are properly cleared and authorized for access, in accordance with DoD security regulations. Verify visitor clearance and access eligibility to ensure compliance with security regulations. Track and maintain records of Incoming and outgoing visitor access requests and visitor clearance status. Generate reports on visitor access and clearance data to provide insights and support security decision-making.

5.6.8.2 Security Administrative Support. Assist in managing the on/off-boarding processes for newly assigned and departing personnel, including administering on/off-boarding security briefings, schedule SCI indoctrinations and debriefings. Maintaining security personnel files. Maintaining security-related documentation and records. Ensuring completion of required security forms and documentation. Updating DISS to service and update required collateral accesses. Support the implementation of security awareness training programs.

5.6.8.3 Personnel Security Support. Assist in reviewing and processing clearance requests for OCDAO personnel, including military personnel, civilian personnel, and contractor staff. Conduct eligibility verifications utilizing DISS, in accordance with DoD regulations, to process:DD2875 (System Authorization Access Request) security verification; DD2249 (DoD Building Pass Application); DD1172 (Contractor Application for Identification Card);

SIPR Token Issuance; Interagency Coordination with other agencies and organizations to verify clearance status and ensure reciprocity of security clearances, ensuring seamless collaboration and compliance with regulatory requirements.

5.6.8.4 Physical Security Support. Assist with providing Open/Close training and access to all OCDAO facilities, ensuring that personnel understand and comply with physical security protocols and assist with preparing paperwork for Collateral Facilities; SCIF (Sensitive Compartmented Information Facility) facilities, ensuring compliance with DoD and ICD regulations. Conduct regular inspections and audits to Ensure compliance with physical security requirements. Identify potential vulnerabilities and weaknesses. Implement corrective actions to mitigate risks and maintain a secure environment. Support the development and implementation of emergency response plans for OCDAO facilities, including crisis management; evacuation procedures; incident response protocols to enable effective response and minimize damage in the event of an emergency.

5.6.8.5 Security Training and Awareness Support. Assistance with providing comprehensive security training and awareness programs to educate OCDAO personnel on various security topics, including initial security training;

Operation Security (OPSEC) training; incident response and reporting; physical security and access control training.

Support the creation of security awareness materials for OCDAO staff, including posters; brochures; guides and other educational resources. Assist in conducting regular security drills and exercises to test emergency response procedures. Identify areas for improvement. Enhance overall security posture and preparedness.

5.6.8.6 Security Compliance and Reporting Support. Assist in providing continuous monitoring of security controls and procedures to ensure compliance with DoD security regulations: ICD (Intelligence Community Directive) standards and other relevant security standards and directives. Assist OCDAO personnel with reporting of security incidents, including unauthorized access or disclosure of classified information, loss or theft of classified materials, security breaches or compromises or other security-related incidents.

5.6.9 Provide Facilities Expertise and Support. The contractor will understand DoD facilities processes and procedures, including but not limited to, operating in SCIFs, transitioning office space, coordinating with Washington HQ Services, providing guidance and reports on facilities requirements and resources.

Specifically, the contractor will:

5.6.9.1 Assist in managing OCDAO facilities, including the Pentagon, Suffolk Building, Mark Center, and Crystal Gateway 2 locations.

5.6.9.2 Coordinates with Washington Headquarter Services (WHS), building management and DoD facilities offices on coordination including maintenance operations, repairs, and renovations.

5.6.9.3 Supports and executes space planning and allocation efforts for OCDAO staff, related to projects.

5.6.9.4 Ensures compliance with DoD facility security requirements and access control procedures.

5.6.9.5 Escorts facility maintenance engineers, contractors, and external vendors for related work within the OCDAO real estate.

5.6.9.6 Provides escorts for cleaning service teams throughout OCDAO spaces.

5.6.9.7 Researches and provides recommendations on enhancing OCDAO Facilities and purchasing of needed mechanical hardware.

5.6.9.8 Assist with coordination of OCDAO Office moves.

5.6.9.9 Conducts surveys on behalf of OCDAO, related to Space Planning as required.

5.6.9.10 Executes and maintains facilities standards & procedures, for the day-to-day operations of all OCDAO real estate.

5.6.9.11 Formulates and arranges facilities management presentation packages, as required for high level briefings.

5.6.10 Provide Parking Management Support to OCDAO

5.6.10.1 Provides oversight via the Component Parking Representatives (CPRs), of OCDAO equities for the WHS parking application and users support, within the OCDAO staff.

5.6.10.2 Assist OCDAO designated CPRs with guidance as directed by WHS.

5.6.10.3 Coordinates logistics as related to deployment or collection of hang tag assets, or temporary parking requests for OCDAO personnel.

5.6.11 Support Management of OCDAO iReserve Internal Seat Reservation System

5.6.11.1 Manages software interface, operations, all coordination, and changes related to the iReserve Reservation System Interfaces on behalf of CDAO, with external software vendor (Skedda).

5.6.11.2 Responsible for managing reservations placed by CDAO personnel. Captures reservation usage data matrix for leadership quarterly, or as required at a moment’s notice. Ensures iReserve managed spaces are equipped with necessary government furniture equipment (GFE) for personnel.

5.6.11.3 Coordinates, and host Lunch & Learns iReserve sessions for OCDAO personnel.

5.6.11.4 Formulates and arranges iReserve presentation packages, as required for high level briefings.

5.6.12 Provide Legislative Affairs Support

5.6.11.5 Track and coordinate congressional requests for engagement, requests for information (RFI), informal views, etc.

5.6.11.6 Perform Records Management support. Ensure all items are properly input, and updated, in the CDAO Legislative Affairs tracking system located in the OCDAO SharePoint tool.

5.6.11.7 Triage incoming RFIs: Ensure clarity from Office of the Assistant Secretary of Defense-Legislative Affairs (OASDLA) on Congressional intent/context of the RFI. Identification and Notification of the office of primary responsibility (OPR) and office of coordinating responsibility (OCR). Track and ensure timely submissions. Review draft RFI response for format, accuracy, content, tone.

5.6.11.8 Track Congressional Directed Actions (CDAs)/Congressional Reporting Requirements (CRRs).

Provides review and analysis of the CDAs/CRRs for expected delivery back to Congress. Identification and notification of OPR and OCR via the Correspondence and Task Management System (CATMS). Review draft CDA/CRR responses for format, accuracy, content, tone. Track and ensure timely submissions.

5.6.13 Provide Public Affairs (PA) Strategic Communications & Engagement Support

5.6.13.1 Assist with the development of a coherent, all-encompassing strategic communication approach for the OCDAO

5.6.13.2 Assist organizational leaders with the development of clear and consistent communications aligned with the OCDAO goals and values.

5.6.13.3.1 Serve as the project lead for internal OCDAO hosted events, coordinating all details whether working as a stand-alone OCDAO event or utilizing a 3rd party provider. Responsible for coordination to include the handling of logistics, agenda building, speaker invitation, registration, etc.

5.6.13.3.2 Support strategic planning, communication, and messaging, describing the nature of the effort and the capabilities and ensuring the limitations are properly communicated to convey expectations.

5.6.13.4 Track all upcoming speaking engagements, coordinate with OCDAO Front Office to schedule, liaise with speaking request SME on response to invitations while researching topics and interviewing subject matter experts throughout the OCDAO to ensure technical accuracy for speaking materials. Ensure cross-team collaboration and cross-DoD coordination to include OSD PA.

5.6.13.5 Provide speechwriting capabilities for OCDAO senior leaders, to include drafting all remarks.

5.6.13.6 Provide public affairs support to OCDAO subordinate organizations to develop written products aligning directorate initiatives under the OCDAO mission objectives, to include press releases, leadership briefing materials, organizational talking points, public-facing frequently ask questions, video scripts, speeches, and other communication products while working with senior officials to build directorate-specific communication plans and strategies. Draft and shape complex project messaging into plain easy-to-explain language for the public and media.

5.6.13.7 Ensure Alignment of OCDAO strategic priorities into Directorate communication products and produce written materials and executive level briefing documents under tight deadlines.

5.7 Task 7 Budget Execution Support. The contract shall:

5.7.1 Budget Office Operations. The Contractor is responsible for providing expert support in the execution of senior-level Action Officer functions within the realm of acquisition management, encompassing the development and review of key acquisition documentation, strategies, and decision memorandums. This role involves comprehensive oversight of the PPBE process to achieve strategic objectives, coordination, and communication across diverse workstreams and high-level fora, as well as proficient data-oriented Action Officer tasks. The contractor will demonstrate adeptness in drafting correspondence, facilitating efficient document preparation, and proposing enhancements for streamlined business operations, all while ensuring compliance with FAR and DoD acquisition policies. By liaising with senior government leadership, stakeholders, and multidisciplinary teams, the contractor plays a pivotal role in aligning and advancing the overarching strategic vision.

5.7.2 Budget Support. The Contractor shall provide technical support and assistance to the Budget Division by providing guidance and recommendations on a full range of budget related matters. As OCDAO is a new organization with high visibility all the way to the Deputy Secretary of Defense level, it Is imperative that the contractor be adept in the Budget and Execution phase of the PPBE. The contractor will be responsible for performing all activities that support current year execution cradle-to-grave to include but not limited to support requirements package development, commitment and obligation production, and metrics reporting.

5.7.3 The contractor will be expected to produce reports and critically analyze data to support the client through various Congress-level briefings which support OCDAO’s fiscal standing within the DOD.

5.7.4 The OCDAO Budget Office contractor will play an imperative part in the vast improvement of expenditure rates across all appropriations used by the organization. To accomplish such, the contractor will employ mechanisms such as bi-weekly follow ups with program managers, bi-weekly follow ups with mission partner CORs and monthly status briefings with OCDAO Budget leadership to ensure burn rates see a tremendous uptick.

5.7.5 The contractor will provide a myriad of services during current year execution to ensure 100% of all expiring funds are obligated by the end of the FY to include stakeholder engagement syncs, PPBE workshops for new requirement owners, Spend Plan Management, Defense Travel System Support, and more. By applying these activities, the contractor will not only provide the various mission requirement owners with pertinent knowledge but will be viewed as a trusted source that the client can rely on to ensure the mission is completed.

5.7.6 The Contractor shall develop, brief, integrate, correlate, and analyze various phases of PPBE within the DoD CDAO portfolio. This includes but is not limited to the development of Drafting input to the POM, BES, and

President’s Budget (PB), to include evaluating budget proposals, Budget Exhibit Preparation, Staffer Day briefing preparations.

5.7.7 Provide expert knowledge and knowhow throughout the lifecycle of the DoD CAPE Issue Paper

Nomination process by conducting extensive research and analysis.

5.7.8 Provide expert knowledge and knowhow of DoD Financial databases such as SNaP, SNaP-IT, NGRMS; and OUSD-Comptroller processes.

5.7.9 Help coordinate and communicate with program managers, leadership, and Government, including calls, responding to emails, and interfacing with stakeholders and/or their staff at all levels.

5.7.10 Process funds receipt and distribution. Provide Execution Analysis Reporting, PMRs, Mid-year Execution Reviews (MERs), develop POM briefing slides. Support Budget Planning/Execution and Monthly Execution Analysis

5.7.11 Track all requisitions from request for funding to loading required supporting documents (i.e. 1)

PWS/SOW/SOO/etc.) 2) Cost Estimate, D&F (if applicable), 3) Capital Asset Questionnaire 4) Reimbursable Work Authorization/GSA2957 (if applicable), 5) IAA documents i.e. SF 7600A/B, Part A/B, MOA (if applicable)), into DAI, seeking approvals, submitting certified requisition documents to contracting offices, following up receipt of requisition acceptances and contractual documents, and loading obligating documents into DAI. Provide expert knowledge on DAI processes and reporting to include trouble shooting and resolution of system errors, Financial Improvement & Audit Readiness (FIAR), Risk Management & Internal Control (RMIC) Program, determination of asset or expense in DoD categorization of Internal Use Software (IUS), and document workflows and develop SOPs and Job Aids for all work performed

5.7.12 Execute Compliance Activities to include Open Commitments tracking and resolution, Review or submit manual obligations when required. Provide Military and Civilian Travel Review and Support. Dormant Account Review – Quarterly (DAR-Q). Support Military Interdepartmental Purchase Requests (MIPRs), Purchase Requests (PRs), Claim for Reimbursement for Expenditures on Official Business SF 1164, Reimbursable Work Authorization/GSA2957, draft and review Capital Asset Questionnaire (CAQ).

Complete daily Review of Budget Execution Changes (“Bubble”), Daily Obligation and Commitment Reports, Travel Reports by Directorate FS FORM 7600B, Suspense’s, Taskers, Unliquidated Obligation (ULO), Negative Un-liquidated Obligations (NULO), Expired and cancelled funds status, and ensure Data entry of supporting documentation for funding package are entered in Advana Spend Plan Application.

5.7.13 Provide expertise on the use of software applications including Microsoft Office, Defense Agencies Initiative

(DAI), Advana, Defense Travel System (DTS), Access Online, Procurement Integrated Enterprise Environment (PIEE), and G-Invoicing. Additionally, as required, coordinate on budget funding and execution documents through DAI or other applications.

5.7.14 Program Financial Execution Baseline. The Contractor shall establish, maintain, and update a document-by-document reconciliation baseline for each mission area they are assigned to. The Contractor shall record the baseline and any updates available to the Government in the spend plan application that tracks approved budget and detailed spend plan. The Contractor shall document updates daily and identify any discrepancies.

5.7.15 Program Financial Execution Current Forecast. The Contractor shall integrate and correlate program execution data with the program baselines and update the obligation and expenditure forecast in the Spend Plan Editor accordingly each month.

5.7.16 The Contractor shall integrate and correlate program execution data with the program baselines and update the obligation and expenditure forecast in the Spend Plan Editor accordingly each month. The Contractor shall support any necessary program financial reviews include but not limited to: Monthly Funds Review (MFR), Mid- Year Execution Review (MER), Office of the Secretary of Defense (OSD), Office of Management and Budget (OMB).

5.7.17 Interagency Agreements Coordination. The contractor will support the creation and processing of interagency support agreements by enabling the prompt processing of agreements to ensure the client can execute funding in a timely manner. The client will support the interagency support agreement process by coordinating the completion of these documents through every step of the process. Interagency Agreements Specialists will assist the management, data collection, OCDAO Leadership staffing & routing for both 7600As/MOAs/MOUs coming in from external organizations as well as processing and managing 7600As/MOAs/MOUs in where the OCDAO is leveraging external organization’s contracting activities. These agreements will be coordinated in/or uploaded into the federally designated Authoritative Data System, Department of Treasury’s G-Invoicing System. Responsibilities will also consist of reporting and tracking of statuses, and associated closeout duties 7600A/MOAs/MOUs Interagency Agreements coordination will include supporting the coordination of reimbursable agreements with other Federal organizations for Military personnel and Civilian detailee special assignments. The analysts should be familiar with federal agreements, streamlining executive approval processes, as well good organizational skills and accountable tracking processes for transparency are a must for this position and more importantly for the organization to execute its Mission.

5.7.18 ADVANA Spend Plan Editor APP and Viewer System Support. Advana Spend Plan Editor and Viewer App

Database Configuration and Management. The Contractor shall ensure the app database is properly configured to manage OCDAO records.

5.7.19 Advana Spend Plan Editor and Viewer App Sustainment. The Contractor shall ensure the spend plan editor database is properly managed to meet all OCDAO reporting requirements. Contractor shall manage the Editor app to ensure all budget and execution data is properly reconciled, to include current and prior years. It is desired that recon be done daily, but it can be done less than that (at least twice weekly) if other tasks arise that prevent recon from being done daily. The Contractor shall use OCDAO approved funding and DAI/Advana reports to identify out-of- balance conditions between the app and DAI data at least twice per month and provide analysis to the Funds Control Lead with recommended solution and action.

Current and prior fiscal years must be reviewed as well.