Draft SOW - Business Analystics.pdf

STATEMENT OF WORK (SOW)

Business Analytics Course

1.0 SCOPE

1.1 Description of Services

The Contractor shall provide non-personal services to design, develop, and deliver a one-week, professional-level course on business analytics on-site at USASOC Headquarters, Fort Bragg, North Carolina. The training program must incorporate intensive, hands-on learning focusing on data analysis, visualization, optimization modeling, custom spreadsheet development, and dashboard storytelling.

1.2 Background

The Department of Defense (DoD), Special Operations Command (SOCOM), and the Department of the Army have mandated that forces modernize, increase operational efficiency, and utilize advanced data tools to the greatest extent possible. To achieve this, the USASOC Chief Data and Analytics Office (CDAO) is implementing a comprehensive upskilling program. This course will equip approximately 30 staff members with advanced business analytics capabilities, enabling them to lead digital transformation efforts within their offices and train their respective teams upon course completion.

1.3 Objectives

• Advanced Technical Upskilling: Provide rigorous, practical instruction on Microsoft Excel (including Solver and VBA), PowerBI, data warehousing, and optimization modeling.

• ARSOF Customization: Deliver an immersive training experience utilizing hands-on, real-world training scenarios specifically customized to the Army Special Operations Forces (ARSOF) enterprise.

• Organizational Decision Support: Enable participants to leverage organization-specific data to improve decision-making, optimize resource allocation, and build compelling, data-driven business cases.

2.0 APPLICABLE DOCUMENTS: The Contractor will comply with the most current editions of the following publications, regulations, and contract clauses.

2.1 Military and Federal Standards

• DoD 8570-M / DoDD 8570.01: Information Assurance Workforce Improvement Program

• AR 25-2: Army Information Assurance

• AR 190-13: The Army Physical Security Program

• NIST SP 800-171 Rev 2: Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations

• Cybersecurity Maturity Model Certification (CMMC) Program

3.0 PERFORMANCE REQUIREMENTS AND SPECIFIC TASKS

3.1 Course Details

The Contractor will provide a 4-to-5-day executive-level curriculum tailored to active duty military and government civilians that includes:

• Data Infrastructure and Microsoft Excel Training: Instruction must cover descriptive statistics, pivot tables, and advanced charts to display complex information. Provide data warehouse introduction and critical discussion of analytical tools, including the creation of histograms, scatterplots, and conducting simple regression analysis within Excel.

o Optimization Modeling: Formulating optimization models; hands-on practice with linear programming using Excel Solver; review of binary and integer decision models.

o Custom Excel with VBA: Introduction to programming logic, creating macros, and spreadsheet automation.

• Power BI Foundations and Advanced Training: Hands-on manipulation of multi-source datasets, developing readable, compelling, and actionable dashboards.

• Workflow Cohesion: Bringing Excel and PowerBI tools together to build cohesive analytical workflows.

3.2 Program Execution

• Delivery: The Contractor shall deliver the block of instruction to approximately 30 designated students in a single iteration on-site.

• Support Hours: Core instructional and support hours shall be 0800 to 1700, Monday through Friday, excluding federal holidays.

3.3 Government-Furnished Facilities and Contractor Responsibilities

The Government will provide the physical training classroom facility at USASOC Headquarters, Fort Bragg, NC. This includes executive-style or standard classroom seating for approximately 30 students, a digital projector or display screens, basic high-speed internet access for training purposes, and power outlets for student and instructor devices.

The Contractor shall be responsible for:

• Instructional Materials: Providing high-quality digital or physical student workbooks, syllabus handouts, datasets, and reference courseware.

• Software and Tool Coordination: Ensuring that all classroom exercises utilizing Microsoft Excel (including Solver and VBA) and PowerBI are configured to run successfully on the students' government-issued computer hardware and authorized software baselines.

3.4 Key Personnel Requirements

The Contractor shall provide qualified personnel meeting the following minimum standards:

• Course Instructors: Responsible for delivering specialized curriculum blocks.

o Qualifications: Recognized as subject matter experts in their fields with advanced degree(s) in their area of expertise. Proven teaching experience in the strategic use of IT, business process improvement, and applied machine learning/financial modeling.

4.0 SPECIAL CONTRACT REQUIREMENTS

4.1 Data Rights.

The Government will have Unlimited Rights to all materials, documents, presentations, databases, and source code custom-developed and produced under this contract. These deliverables will be owned exclusively by the Government and may not be used, shared, or sold by the Contractor for other purposes without express written permission from the Contracting Officer (KO).

4.2 Security and Force Protection

• Installation Access: All Contractor personnel performing work under this contract must comply with Fort Bragg installation access control policies. Contractor personnel must submit all required background check paperwork to the Provost Marshal Office or Security Office to secure appropriate installation passes (such as DBIDS or local IACS). Contractor personnel must return all installation passes to the issuing office upon contract completion.

• Personnel Security: No security clearance is required. All Contractor personnel must be U.S.

citizens unless explicitly approved under AR 25-2.

5.0 PLACE AND PERIOD OF PERFORMANCE

5.1 Place of Performance

The primary place of performance for course delivery shall be at USASOC Headquarters, Fort Bragg, North Carolina. Planning meetings, milestone reviews, and post-course administrative tasks may be conducted virtually or at USASOC Headquarters.

5.2 Period of Performance

The Period of Performance (PoP) begins upon obligation of funds (estimated July 2026) for course planning and tailoring. Training delivery will occur in summer 2026. This is a one-time contract with no options.

6.0 DELIVERABLES

Deliverable Frequency Medium/Format Program of Instruction/Course Syllabus

NLT five days before course state date

Via email

Training Completion Certificate

NLT Last Day of Course Via email and one paper copy to each attendee