PWS Strat Planning.Draft.pdf

PERFORMANCE WORK STATEMENT (PWS)

Washington Headquarters Services / Acquisition Directorate

In Support of Defense Security Cooperation Agency (DSCA)

Strategic Initiatives (SI) DSCA TEAMS August 2025

PART 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal services contract to provide technical engineering management support (TEAMS) strategic planning services. These services will include strategic analysis, data analytics, trend analysis, gap analysis, recommendations, implementation plans, program management, business process engineering, data visualization, progress monitoring and execution support to Defense Security Cooperation Agency (DSCA). The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Strategic Planning as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background: The Defense Security Cooperation Agency (DSCA) has program responsibilities regarding the sale and transfer of defense articles and services to international customers. As part of its overall responsibilities, DSCA is the Department of Defense (DoD) agency delegated the responsibility to manage the transfer, sale, and lease of U.S. military end-items under Sections 516 and 623 of the Foreign Assistance Act (FAA) of 1961 (22 U.S.C. 2321j) as amended, and Chapters 2, 3, and 6 of the Arms Export Control Act (AECA).

In concert with legislation, regulation and policy, DSCA is focused on enhanced flexibility, transparency, and oversight of SC authorities and resources to improve alignment of security cooperation activities to defense strategy.

These efforts create an opportunity to transform SC into a stronger strategic tool in support of our national security interests. .

To meet the strategic oversight, planning, and management needs of the Office of the Secretary of Defense, the Undersecretary of Defense for Policy, the Geographic Combatant Commands (GCCs) and other key DoD and interagency stakeholders, DSCA SPP developed and promulgated the Strategy to Capability framework to standardize strategic planning and streamline how activities are identified, coordinated, sourced and executed. The process ensures activities across all security cooperation programs—from training and equipping to institutional capacity building—align with desired capabilities and outcomes. Strategy to Capability provides a collective, comprehensive planning framework for the SC community. This capabilities-based methodology starts with the analysis of potential threats to the U.S. and culminates in the development of partner capabilities that support both domestic and partner interests. The Strategy to Capability framework includes four levels of analysis. Each level results in a product that synthesizes strategic outcomes with varying degrees of program activity to inform program planning, development, and execution. DSCA creates and socializes he Level 1 Strategic Framework, a current-state, holistic view of the desired outcomes and major security cooperation efforts with a single partner. The Level 1 analysis depicts the overall strategic relationship that the United States has with that partner and lists the capabilities that provide a mutual benefit to both parties. GCC’s, with some support from PPD, develop the Level 2 Five-Year Plan, which is a matrix showcasing the entirety of the program activity and resourcing that will be used to develop a specific capability for a specific country. DSCA develops the Level 3 Systems Program Management Plan that provides an in-depth review of case lifecycle, project and acquisition milestones for specific systems or areas of support charted on the Five-Year Plan. DSCA also develops the Level Four Interagency Targeted Action Plan, which provides a detailed view of the political, economic, regulatory, and industrial base factors that impact a partner’s selection of a U.S. product in strategic competitions and delivering capabilities that support U.S. and partner strategic interests.

DSCA is expanding the breadth and depth of data collection and applying increased analytical rigor in order to develop higher quality and more actionable Strategy to Capability products. This includes capturing, aggregating and analyzing data from disparate sources to identify potential partner demand for SC activities, resources and opportunities in advance of partner need in order to shape and influence partner and USG decisions.

In addition to analysis of external factors, DSCA will also assess SC enterprise policies, procedures, regulations, structures, organization, and workforce factors that impact the SC enterprise’s capability and capacity to meet partner nations’ projected demands. One element of this internal assessment will be to aggregate and analysis DoD plans for SC activity in the context of the strategy to capability framework. This assessment will drive recommendations to make the U.S. SC enterprise more agile and response to shared partner-US security interests.

DSCA leads implementation of recommendations to improve the implementation and execution of security cooperation activities.

1.2.1 Tasks: The primary tasks for Strategic Planning are:

Project Management and Task Management Data Analysis and Modeling Business Process Design, Improvement, and Implementation Financial Policy Support

1.2.2 Objectives: The objective of this requirement is to help DSCA achieve their desired end state by having an agile system that delivers partner capabilities to effectively advance US security interests and the Defense Department’s broader goal to strengthen our alliances and partnerships. There are four strategic objectives:

Objective I: Strategic Guidance - coordinated policy that aligns with and drives national security interests.

Objective II: Effective Execution – responsive and innovative processes and authorities.

Objective III: Full Spectrum Capability Development – Defense systems, enablers, personnel, strategy and doctrine plans, and institutional support to our partners.

Objective IV: Qualified Workforce – a fully trained, certified, and resourced SC workforce.

1.3 Scope: The services will include:

Gauge current state of SC Enterprise while conducting studies and evaluations.

Provide recommendations for enhancements using models, graphs, and other visualizations.

The support requested is intended to provide services for the areas shown in Part 5 below.

1.4 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months, four (4) 12-month option years, and optional six (6) month extension. The Period of Performance reads as follows:

Base Year: 9 August 2025 – 8 August 2026 Option Year I: 9 August 2025 – 8 August 2027 Option Year II: 9 August 2027 – 8 August 2028 Option Year III: 9 August 2028 – 8 August 2029 Option Year IV: 9 August 2029 – 8 August 2030 52.217-8 Extension: 9 August 2030 – 7 January 2031

1.5 General Information:

1.5.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program (QCP) is how they assures themselves that the work complies with the requirement of the contract. The QCP is to be delivered within 15 days after contract award. A copy shall be submitted to the KO and COR within five (5) working days when changes are made thereafter. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to the Quality Control (QC) system.

1.5.1.1 Inspection and Acceptance Criteria: The COR or technical representative will require up to five (5) business days from receipt of all deliverables for review and comment/acceptance. Government acceptance will be based upon the deliverables meeting accepted professional standards for technical content, workmanship, and relevance to stated functional task requirements.

1.5.2 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.5.2.1 Identification of Non-Disclosure Requirements: The activities in this PWS will require the Contractor to receive Government Furnished Information (GFI), and access data and information proprietary to other Contractors or Government agencies of such a nature that its dissemination or use, other than in performance of this PWS, would be averse to the interests of the Government and others. The Contractor, including Contractor personnel, subcontractors, and consultants, will not divulge or release data or information developed or obtained in performance of this PWS except to Government authorized personnel or upon written approval of the CO or COR.

The Contractor will not use, disclose, or reproduce proprietary data, which bears a restrictive legend, other than as required in the performance of this PWS. The limitations above do not apply to data or information that has been made public by the Government. All products, deliverables and work produced, as well as associated back-up documentation will be considered the property of the Government. The Contractors will be expected to sign Non- Disclosure Agreements (NDA) within one (1) business day of onboarding.

1.5.3 Recognized Holidays: Contractor is not required to work on federal holidays. However, if a program occurs over a holiday period, a limited number of personnel may be needed to support a program. Prior coordination shall be made and approved between the COR and KO.

New Year’s Day Martin Luther King Jr.’s Birthday President’s Day Memorial Day Juneteenth National Independence Day Independence Day Labor Day Columbus Day Veterans Day Thanksgiving Day Christmas Day

1.5.4 Hours of Operation: The contractor is responsible for conducting business between the hours of TBD Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor shall always maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.5.5 Place of Performance: The work to be performed under this contract will be executed at the Contractor’s facility or when necessary, at DSCA’s Headquarters (HQ) in Arlington, VA and NSA Mechanicsburg, PA.

1.5.5.1 Telework: The Government may permit telecommuting (telework) to contractors when determined to be in the best interest of the Government in meeting work requirements (e.g., COOP).

The contractor must identify to the COR any task/work requirements that may be performed at an alternate worksite.

The Individual Contractor Personnel shall provide services from their authorized telework worksite location IAW Department of Defense Instructions (DoDI) 1035.01 Telework Policy.

https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/103501p.pdf

1.5.6 Type of Contract: The government will award a Firm-Fixed-Price contract.

1.5.7 Security Requirements: The contractor shall comply with DoD security directives and regulations.

Overarching security requirements and Contractor access to classified material are specified in the Department of Defense (DD) Form 254. The security requirements are in accordance with the attached DD Form 254. The overall classification of work associated with this PWS is at the SECRET level. The Contractor shall have a current facility clearance of SECRET and the Contractor’s employees, performing work in support of this contract shall have been granted a temporary or final SECRET security clearance. All personnel assigned to this contract must be U.S. citizens.

1.5.8 Special Qualifications: Within ten (10) business days of award of this contract or ten (10) days of employment, the Contractor shall ensure that all Contractor employees complete annual Government- furnished training in Information Assurance, Privacy Act, Operational Security, and other assigned training required. Any Contractor behavior deviating from standards taught in the course shall be grounds for termination of the contract. Contractor must maintain a cyber-threat security awareness certification plan.

The Contractor is expected to provide a fully trained workforce to the Government; therefore, personal development training costs and hours are not billable to the Government. The following key positions have been identified:

Project Manager and Senior Consultant as listed under 1.5.11.1.

1.5.9 Post Award Contractor/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings, the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced.

Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.5.10 Contracting Officer Representative (COR): Refer to DFARS Clause 252.201-7000 “Contracting Officer’s Representative”.

1.5.11 Contract Personnel:

1.5.11.1 Key Personnel: The personnel listed below are considered essential to the work being performed under this contract. Before removing, replacing, or diverting any of the listed or specified personnel or facilities, the Contractor shall (1) notify the Contracting Officer reasonably in advance and (2) submit justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on this contract. The Contractor shall make no diversion without the Contracting Officer's written consent. Please see the below chart for the two (2) key personnel positions.

1.5.11.1.1 Key Personnel Minimum Qualifications

SUPPORT TASK POSITION QUALIFICATIONS

Section 5.1-5.5 Project Manager

Five (5) years of experience with DoD or USG program/project management experience including three (3) years of progressive experience in leading business management service projects.

Five (5) years of experience in all Microsoft Office Suite applications (Word, Excel, PowerPoint)

Five (5) years of experience working with DoD policy documents, responses to Congressional Inquiries, and General Accountability Office (GAO) (or similar auditing agencies) auditing and reporting requests.

Five (5) years of experience with Inter- Governmental relations and protocol when interacting with staff at all levels of DoD, other Federal agencies, and foreign Governments.

Bachelor’s degree in Business Administration, Political Science, Public Administration, International Affairs, International Relations, or a related discipline.

SECRUITY CLEARANCE: Shall have been granted a temporary or final SECRET security clearance.

Section 5.2-5.5 Senior Consultant

Five years of experience working on change management, business reform, strategy, data analysis/data science or policy development projects. Must have past experience creating and presenting deliverables for senior leaders.

Bachelor’s degree in Business Administration, Political Science, Public Administration, International Affairs, International Relations, or a related discipline.

SECRUITY CLEARANCE: Shall have been granted a temporary or final SECRET security clearance.

1.5.12 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. All Contractor personnel will be required to obtain, use, and display a CAC throughout the performance of this requirement.

1.5.13 Contractor Travel: The Contractor shall be required to travel CONUS or OCONUS during the performance of this contract. All travel shall occur on an “as needed” basis, as determined by the Program Manager. Travel may be required outside of regular business hours. All travel requests shall be coordinated and pre-approved in writing by the Government COR prior to any trips within thirty (30) business days. Requests for approval of costs more than maximum per diem rates in accordance with the procedures contained in FAR 31.205-46(a)(3) must be submitted to the COR for final approval prior to commencement of travel. The Contractor is responsible for all travel arrangements including airline, hotel, and rental car reservations. The Contractor should estimate travel costs in accordance with FAR 31.205-46. An amount will be designated in a separate CLIN to cover costs for Contractor travel. Travel will be coordinated with the Program Office and approved by the COR.

1.5.14 Travel Reports: The Contractor will submit a monthly travel report that includes all travel costs incurred by the Contractor, in addition to invoicing requirements. The report shall be formatted to provide a breakout of costs for the current period to date and the total amount expended to include the remaining balance on the Travel CLIN.

This format allows accurate tracking and provides effective insight into declining funds availability.

1.5.13.1 Safety: The Contractor shall comply with all Federal, State, and local authorities having jurisdiction, and with safety and fire regulations promulgated by the Department of Labor (OSHA) under Title 29, Section 1900 of the Code of Federal Regulations. Contractor is solely responsible for compliance and cost of compliance with Federal, State, and local laws and regulations. Contractor shall provide written notification to the Contracting Officer within twenty-four (24) hours of being notified by any Federal, State, or local agency that a safety law or regulation has been violated. This report shall provide at a minimum the following: time and date of the occurrence, a description of the violation, required corrective action(s), and a projected correction date.

1.5.14 Other Direct Costs: N/A.

1.5.15 Data Rights: Reference FAR 52.227.14 Rights in Data clause.

1.5.16 Organizational Conflict of Interest (OCI): Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent OCIs as defined in FAR Subpart 9.5.

The contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.5.17 Phase-In: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the 30-day phase in period. During the phase in period, the Contractor shall become familiar with performance requirements in order to commence full performance of services on the contract start date.

1.5.17.1 The Contractor shall provide a Transition-In Plan. The Transition-In Plan shall include the following details:

Status of on-going projects.

Identification of POCs.

Location of technical and project management documentation, including Smartbook/turnover binders containing copies of all plans, policies, and procedures.

Status of ongoing technical initiatives and projects.

Incumbent contractor coordination to ensure a seamless transition.

Transition of Key Personnel roles and responsibilities.

Identification of schedules and milestones.

Identification of actions required of the Government.

Establishment and maintenance of effective communication with the incoming contractor Government personnel for the period of the transition via weekly status meetings.

1.5.18 Phase-Out: The Contractor shall provide phase-out plan no later than ninety (90) days prior to expiration of this contract. The contractor shall maintain documentation that is assessable to designated government representatives via a web portal or other electronic means as designated by the government.

Prior to the end of the contract, the incumbent contractor shall support a thirty (45) calendar days transition period with the in-coming contractor. The contractor shall overlap with an incoming contractor during transition and will work with Government personnel and the incoming contractor to transfer knowledge, information, and documentation for all projects and tasks related to this contract. The type of information and documentation to be transferred includes, at a minimum:

Points of Contacts Location of technical and project management documentation Program data, databases, and data management systems Status of ongoing technical initiatives and deliverables Appropriate contractor-to-contractor coordination to ensure a seamless transition Identify schedules, deliverables, and milestones Identify actions required of the Government Establish and maintain effective communication the incoming contractor/Government personnel for the period of the transition via weekly status meetings

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. BUSINESS DAY. The term business day means Monday through Friday, except the legal public holidays specified in PWS section 1.5.3.

2.1.2. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

2.1.3. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

2.1.4. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.5. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.6. DELIVERABLE. Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

2.1.7. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.8. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.9. QUALITY ASSURANCE. The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.10. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.11. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.12. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the subcontractor.

2.1.13. WORKDAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

AVS Adjudication and Vetting Services CAC Common Access Card CFR Code of Federal Regulations CM Change Management CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative DFARS Defense Federal Acquisition Regulation Supplement DOD Department of Defense DODI Department of Defense Instructions DSCA Defense Security Cooperation Agency FAA Foreign Assistance Act FAR Federal Acquisition Regulation FOIA Freedom of Information Act FSO Facility Security Officer GCC Geographic Combatant Commands GFI Government Furnished Information HQ Headquarters ISL Industrial Security Letter ITP Insider Threat Program JTR Joint Travel Regulation KO Contracting Officer NDA Non-Disclosure Agreement NIPR Non-classified Internet Protocol Router Network OBO Office of Business Operations OCI Organizational Conflict of Interest ODC Other Direct Cost OPSEC Operation Security PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program SI Strategic Initiatives SIPR Secret Internet Protocol Router Network SC Security Cooperation SecOps Security Operations SME Subject Matter Expert SOP Standard Operating Procedures TE Technical Exhibit UAT User Acceptance Testing VAR Visitor Authorization Request WHS Washington Headquarters Services

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The Government will provide access to DSCA.

3.2. Facilities: The Government will provide the necessary workspace for the Contractor staff to provide the support outlined in the PWS to include desk space, telephones, computers, and other items necessary to maintain an office environment.

3.3. Utilities: The Government will provide all utilities in the facility available for the Contractor’s use in performance of tasks outlined in this PWS.

3.4. Equipment: The Government will provide the Contractor access to scanners, fax machines, printers, computers, audio visual, and other equipment.

3.5. Materials: The Government will provide the Contractor access to publications, regulations, directives or other policy documents required to complete PWS tasks.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities, and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2 Secret Facility Clearance: The Contractor shall possess and maintain a SECRET facility clearance from the Defense Counterintelligence and Security Service Agency (DSCA) throughout the life of the contract. The Contractor’s employees, performing work in support of this contract shall have been granted a temporary or final SECRET security clearance. The DD 254 is provided as an attachment and is incorporated into this contract and further specifies the security classification and security guidance for this contract.

PART 5

SPECIFIC TASKS

5. Specific Tasks:

5.1. Basic Services: The contractor shall provide services for TEAMS Strategic Planning services.

5.2. Task 1 Project Management and Task Management: The Contractor shall prepare and update, as requested, project management documentation for efforts designated by DSCA SPP as projects to be tracked and reported.

Project management documentation shall include the following:

5.2.1 The Contractor shall create and update an integrated master schedule to show the linkages and dependencies between existing and new initiatives and to support the planning, execution, and implementation of assigned initiatives.

5.2.2 The Contractor shall develop a project plan that will identify pertinent stakeholders, actions, and milestones necessary to achieve assigned objectives within prescribed timelines.

5.2.2.1 The Contractor shall use the project plan and integrated master schedule to provide timely status updates to leadership and to proactively identify and mitigate cost, schedule, and performance risks.

5.2.3 The Contractor shall design, develop, and deploy standard methodologies and templates to support the development of new agency initiatives as required.

5.2.4 The Contractor shall create training aids, standard operating procedures, or socialization presentations to ensure adoption and consistency of these new initiatives.

5.2.5 The Contractor shall participate in PWS related management meetings, Ad-Hoc meetings, and program management reviews, and throughout the period of performance in support of Strategic Planning.

5.2.5.1 Examples include non-recurring and recurring (on a daily, weekly, or monthly basis), stand-up meetings, SPP leadership meetings, project status briefings, requirements reviews, recurring briefings to Government leadership, and other briefings and meeting support as required.

5.2.6 The Contractor shall generate tailored PowerPoint presentations, informational products, custom graphics, audio visual materials, briefings, talking points, read ahead, video scripts and other documents to support engagements with a wide range of audiences.

5.2.7 The Contractor shall generate products that will organize and present compelling information to facilitate decision making at the highest levels of DoD, including the Undersecretary of Defense (Policy), the Secretary of Defense, Deputy Secretary of Defense, and the National Security Council (NSC).

5.2.8 The Contractor shall also assist agency leadership respond to external reviews and inquiries about the SC enterprise that may include strategy, planning, and SC administration and execution policies from stakeholders such as Congress, policy and research institutes, the news media and international organizations.

5.2.9 The Contractor shall support the development, staffing, coordination, and delivery of executive level briefings, documents, deliverables and metrics for monitoring and oversight. This will include any metrics that relate to reporting progress to the Secretary of Defense, Deputy Secretary of Defense, the National Security Council, and other senior interagency leaders.

5.2.10 The Contractor shall provide administrative and facilitation support for meetings, travel, and conference planning support.

5.2.11 The Contractor shall support scheduling, preparation, execution, and close-out of meetings, briefings, conferences, and other events in support of SC/FMS initiatives.

5.2.12 The Contractor shall coordinate with appropriation personnel to schedule events, ensuring the availability of required primary stakeholders.

5.2.13 The Contractor shall support in the planning and preparation for meetings and events, to include coordinating logistics and supporting the set-up and take-down of meeting rooms or relevant virtual options.

5.2.14 The Contractor shall prepare, coordinate, and distribute meeting agendas and other relevant material.

5.2.15 The Contractor shall take notes during meetings, and distribute meeting minutes, action items, and/or after-action reports, as appropriate.

5.2.16 The Contractor shall submit a monthly status report no later than the 5th workday of each month. Reports must be submitted on the prime Contractor’s letterhead. Failure to provide reports correctly will necessitate a resubmission by the Contractor. The monthly report will include the following, at a minimum:

Contract number Task description List of the work accomplished during the reporting period and/or significant events List of the work to be accomplished in the next reporting period Deliverable progress Travel Areas of Concern

5.3. Task 2 Data Analysis and Modeling:

5.3.1 The Contractor shall provide, implement, and utilize a variety of data analytic tools and methods to support the exploration, modeling, analysis, and visualization of financial and programmatic data.

5.3.2 The Contractor shall design, develop, test, and implement tools, dashboards, visualizations, reports, custom queries and similar products, working with appropriate personnel (e.g., functional business process owners, IT system owners, etc.) as required.

5.3.3 The Contractor shall perform financial forecasting and modeling to enable timely analysis and decision-making related to the solvency of DSCA-managed accounts, as well as to support response to requests for information or other inquiries from other entities, such as OMB, Congress, the State Department, and foreign partners.

5.3.4 The Contractor shall perform financial reconciliations and data cleansing activities, as required, to support accurate and timely data analysis and visualizations.

5.3.5 The Contractor shall interpret and communicate data analysis outcomes, to include developing actionable recommendations or courses of action, as appropriate.

5.4 Task 3 Business Process Design, Improvement, and Implementation:

5.4.1 Gap Identification: The Contractor shall assist in the analysis and evaluation of current state business processes to assist in the design and implementation of new or improved business process.

5.4.1.1 The Contractor shall identify, develop and propose courses of action that will improve effectiveness and efficiency through changes to strategic direction, additional reform initiatives, and tasks for agency consideration to maximize value, minimize risk, increase transparency, reduce processing time or reduce transactional costs and support transforming the security cooperation enterprise in required timeframe while building the capability to sustain value over time.

5.4.1.2 The Contractor in collaboration with the Government shall provide methodologies to identify, frame, define and scope systemic SC enterprise-wide challenges and deficiencies that impact the effectiveness and efficiency of SC business operations.

5.4.1.3 The Contractor shall conduct studies, analysis, and evaluations to support business management functions in domains such as SC requirements generation, acquisition, operations, logistics, supply chain, inventory management, asset tracking, financial management, and transportation to assist leadership evaluate and decide upon courses of action to sustain an integrated approach from strategy through execution.

5.4.2 Implementation Plans for Enterprise-wide Transformation Initiatives: The Contractor shall in close collaboration with the government conduct user needs assessments and gather stakeholder requirements to assist with initiative design and validation.

5.4.2.1 The Contractor shall assist project owners in identifying, defining and planning tasks, identifying task relationships to develop plans of action and milestones or project integrated master schedules to mitigate program risks (cost, schedule, performance.)

5.4.2.2 The Contractor may conduct periodic comprehensive reviews, analyses, and reports to support DSCA regional and functional directorates.

5.4.2.3 The Contractor shall generate tools, methodologies, and visualizations for reporting status, including cost/schedule/performance risks, and critical path dependencies, of specific SC initiatives.

5.4.3 Design and Business Process Reengineering: The Contractor shall collect data regarding various existing BPC and FMS execution processes as background research to formulate recommended changes to the SC enterprise, through interviews, document research, needs assessments, and reviews of existing system documentation.

5.4.3.1 The Contractor shall also review and address any relevant Inspector General or General Accounting Office audit report findings.

5.4.3.2 The Contractor shall assist in the analysis, business process mapping and documentation of the “as is” to identify gaps, inefficiencies and inconsistencies.

5.4.3.3 The Contractor shall propose possible courses of actions to integrate new design criteria, procedures, policy changes, process maps, reports and other documentation for the Government’s consideration to support the “to be” future system design.

5.4.3.4 The Contractor shall also identify requirements to implement any proposed courses of action, including manpower, policy, schedule, tools, and cost.

5.4.3.5 The Contractor shall assist the Government in conducting pilots and proof of concept tests, collect data and analyze the findings. Pilot and testing results shall be used by the Contractor to develop, staff, and promulgate new standard operating procedures, execution and administrative policy changes, instructions, handbooks and new training material in conjunction with the process owner.

5.4.3.6 The Contractor shall provide advice and recommendations on business process improvements through strategic planning efforts, annual strategic guidance development, and follow-on plan execution, monitoring, and assessment to improve the effectiveness of security cooperation.

5.4.4 Reporting, Tracking and Performance Management: The Contractor shall assist in the collection, aggregation, organization, and analysis of Security Cooperation information and data across disparate organizations within the Department of Defense and Department of State, to include State-funded security sector assistance programs, and Title 10 funded Security Cooperation programs.

5.4.4.1 The Contractor shall develop analytical reports, custom visualizations, coordinate progress review, and reporting preparation meetings, provide situational awareness to DSCA stakeholders across multiple directorates;

and develop and coordinate draft reports, responses, talking points, and other communications as required to support DSCA engagements.

5.4.4.2 The Contractor shall propose methodologies and metrics to measure effectiveness, outcomes and performance to enable the agency to track and monitor progress on agency strategic initiatives and its short, mid, and long-term planning goals.

5.4.4.3 Any proposed tracking and performance management plan should include milestone planning, milestone tracking, performance analysis, performance evaluation and reports.

5.4.4.4 As the agency designs new program initiatives the Contractor shall propose performance metrics and integrate performance indicators to assess, track and monitor progress and verify alignment with strategic objectives.

5.4.4.5 The Contractor shall suggest formats, metrics, and tracking procedures to respond to congressional requests for information and inquiries, congressionally mandated reports or Inspector General audits and inquiries to convey agency progress, performance and execution in support of security cooperation reform.

5.4.4.6 The Contractor shall also work with DSCA Information Knowledge Management and Technology Directorate to develop, automate, and maintain custom dashboards monitor, track and visualize progress.

5.4.4.7 The Contractor shall review the current governance process to recommend any changes to standards, policies, and processes to manage and oversee objectives and tasks effectively and efficiently.

5.4.4.8 The Contractor shall consolidate inputs from project and initiative owners to present a consistent and unified monthly progress update on security cooperation initiatives to leadership.

5.4.5 Facilitate Planning, Communication, and Collaboration with SC Community and Interagency: The Contractor shall support DSCA’s efforts to cultivate cooperation across the enterprise and a broad range of inter-agency stakeholders.

5.4.5.1 The information provided to the inter-agency and partners will promote understanding of DoD SC intent, enable prioritization and resourcing decisions and identify opportunities for complimentary activities.

5.4.6 Change Management and Communication: The Contractor shall provide recommendations on best practices for change management, communication plans, stakeholder engagement and messaging to roll out new strategies and change initiatives. These recommendations will support implementation of a comprehensive business transformation strategy.

5.4.6.1 The Contractor shall provide broad-based communications and change management support for program management, budget development and reporting, and business process improvement, standardization and other matters related to this effort.

5.4.6.2 The Contractor shall develop and assist with the implementation of communication and outreach strategies, approaches, and forums used internally and externally to assist with collaboration efforts related to security cooperation and FMS reform processes, policies, initiatives, and procedures as they relate to DoD, DoS, NSC and Interagency strategic goals and objectives.

5.4.6.3 The Contractor shall provide change management communication initiatives for road shows and training events.

5.4.7 Training Materials and Standard Operating Procedures: The Contractor shall develop training materials for SPP/SPI for strategic planning, policy, and program development and integration topics for use in desktop, brownbag, and other training settings.

5.4.7.1 The Contractor’s training audience will be comprised of individual action officers, supervisors, principal directors or above, or a group at the division, directorate, agency, or component level.

5.4.7.2 The Contractor shall develop standard operating procedures for topics including, business transformation initiatives, Strategy to Capability levels of analysis, SC execution and administration policies, program planning and program design.

5.5. Task 4 Financial Policy Support:

5.5.1 Executive Level Meetings and Briefings: The Contractor shall provide support for executive level meetings and briefings.

5.5.1.1 The Contractor shall support meetings – setting up meetings with State, Treasury, OMB, Commerce, NSC, EXIM and other entities as necessary to support the Financial Policy Division.

5.5.1.2 The Contractor shall support the development of executive level briefings, agendas, documents, and presentations as necessary.

5.5.1.3 The Contractor shall develop unique leave behind materials for meeting attendees. In addition, the contractor shall take notes during the meeting and make those notes available, in a Microsoft format, within two-business days of the meeting. These meeting notes shall include after-action items and necessary follow-up and tracking to ensure completion of after-action items.

5.5.1.4 The Contractor shall also maintain the meeting schedule and send meeting invites and notifications to attendees as necessary.

5.5.2 Stakeholder Meeting Support: The Contractor shall provide stakeholder meeting support.

5.5.2.1 The contractor shall develop information papers to support meetings with key stakeholders. These stakeholders include Senate banking and House Finance committees, Senate Armed Services and House Foreign Affairs committees State, Treasury, OMB, Commerce, NSC, EXIM, Aerospace industry (including associations) and associated unions other stakeholders as identified by the government.

5.5.2.2 The contractor shall recommend talking points for each stakeholder meeting, capture meeting minutes and actions from all stakeholder meetings.

5.5.3 Analysis of Competitive Financing Efforts: The Contractor shall provide analysis of competitive financing efforts.

5.5.3.1 The Contractor shall identify new and innovative FMS financing solutions to improve Partner Nation access to U.S. security cooperation and increase U.S. competitiveness against strategic competitors and major defense suppliers across key markets. New solutions should consider commercial and/or USG financing mechanisms that leverage industry benchmarks and data with a strong emphasis on compatibility with the FMS sale process and regulations.

5.5.3.2 The Contractor shall develop business case studies for new solutions to evaluate opportunities, risks and ROI across new CF COAs.

5.5.3.3 The Contractor shall analyze and evaluate the Competitive Finance portfolio to identify gaps and opportunities for new solutions, approaches or improved efficiencies.

5.5.3.4 The Contractor shall develop methodologies and data analysis to leverage leading indicators and trends, such as FMS forecasts, market intelligence, financial benchmarking to proactively identify opportunities and future cases that could benefit from competitive financing.

5.5.3.5 The Contractor shall develop reports and data visualization to support reporting, executive briefing and monitoring of performance across the portfolio.

5.5.3.6 The Contractor shall support the development of a Competitive Finance strategy including the development, implementation and sustainment of the portfolio.

5.5.3.7 The Contractor shall support the development DSCA strategic objectives, strategic plan and strategic initiatives associated with the CF portfolio.

5.5.3.8 The Contractor shall collect data regarding various Competitive Financing Efforts and support the Government Working Group’s understanding of these efforts and how they will support the program.

5.5.3.8.1 The Competitive Financing Efforts include:

• Defense Export Loan Guarantees

• Other USG loan guarantees

• Deferred Payment Plans

• Non-USG Loans

• New FMF loan processes

• Other ideas brought forth by the working group team

5.5.4 Research and Development: The Contractor shall provide research and data analytics support across the Competitive Finance portfolio.

5.5.4.1 The Contractor shall design an integrated Payment Schedule Pathway program that expands Partner Nation access to payment schedules and addresses key challenges such as initial deposit requirements.

5.5.4.2 The Contractor shall integrate systematic reviews and evaluate Partner Nation payment performance to make determinations on ratings, tiers and develop a pathway for graduation.

5.5.4.3 The Contractor shall develop additional financing partnerships and expansion strategies to include commercial banks and Partner Nation Export-Credit Agencies.

5.5.4.4 The Contractor shall assist with additional ad-hoc research projects, to include surge support (e.g. NY bank licensure, commercial bank engagement, Multi-National FMS).

5.5.4.5 The Contractor shall develop and coordinate Competitive Finance policy updates for SAMM publication.

5.5.4.6 The Contractor shall support emerging Competitive Finance policy request for information (RFIs).

5.5.4.7 The Contractor shall support organization progress improvement, mapping, and documentation. These shall include both FPRE and Office of Business Operations strategic improvement opportunities.

5.5.5 Implementation and Execution: The Contractor shall support the implementation and execution of financing policies.

5.5.5.1 The Contractor shall develop implementation plans for Competitive Finance policies to include SOPs and training materials.

5.5.5.2 The Contractor shall evaluate Partner Nations for RAPS by compiling RAPS packages, performing RAPS assessments, and presenting recommendations to leadership.

5.5.5.3 The Contractor shall Provide first-time implementation assistance for CAPS and BLOC. Re-evaluate CAPS program and devise improvement strategies.

5.5.5.4 The Contractor shall Draft official communications and support USG policies, including performing concurrence and reconciliation of interagency feedback across the CF initiatives and products.

5.5.5.5 The Contractor shall Support FMF Loans and Loan Guarantees by facilitating interagency cooperation, negotiating terms with Partner Nations, and coordinating stakeholder engagement.

5.5.5.6 The Contractor shall Support the development of stakeholder analysis and process mapping for FMF Loan and Loan Guarantees.

5.5.5.7 The Contractor shall Operate as the SMEs on the FMF Loan and Loan Guarantee process and support the development of a new DSCA Loan Division.

5.5.5.8 The Contractor shall support the execution of the loan and loan guarantee throughout the entirety of lifecycle, from initial partner nation discussions to closing out loan guarantee accounts.