Atch-01 SOO_V2_17 DEC 25.pdf

Defense Health Agency (DHA) Data Governance: Advancing a VAULTIS-Guided

Framework for Healthcare and Readiness Statement of Objectives

Solicitation Number: HT001126RE011 Version: 2

Date: 17 December 2025

PART 1

1.0 GENERAL INFORMATION

This Statement of Objectives (SOO) supports the Defense Health Agency's (DHA) data governance and strategic alignment with the DoD data strategy, aiming to ensure that data is Visible, Accessible, Understandable, Linked, Trusted, Interoperable, and Secure (VAULTIS).

1.1. INTRODUCTION: A Fragmented Foundation for Critical Missions

DHA enables the Army, Navy, and Air Force medical services to provide a medically-ready force and ready medical force to Combatant Commands in peacetime and wartime. The DHA supports delivery of integrated, affordable, and high-quality health services to Military Health System (MHS) beneficiaries and is responsible for driving greater integration of clinical and business processes across the MHS.

DHA FY26 Mission Focused Directive and priorities include:

• Combat Support – Preparing for War Daily

• Care Reattraction – Keeping & Bringing Care into the System

• Enterprise Services Optimization – Integrating Human & Tech Operations

DHA plays a critical role in safeguarding national security and public health by delivering essential medical care to service members, their families, and beneficiaries worldwide. However, the agency faces a critical challenge stemming from fragmented data systems operating in silos and the absence of standardized data governance. This lack of governance leads to operational inefficiencies, including redundant data, inconsistent reporting, varied data processes, and delays in data delivery, all of which hinder timely and informed decision-making. Implementing a comprehensive data inventory and robust governance framework is essential to address these challenges, enabling DHA to streamline operations, enhance decision-making, and fully leverage technological innovations to fulfill its mission effectively.

1.2 BACKGROUND: The Strategic Imperative of Data Governance for the DHA

As a Combat Support Agency (CSA), the DHA leads the MHS in supporting our nation by improving readiness and healthcare. The sheer volume, diversity, and sensitivity of the data managed by DHA necessitate an unwavering commitment to precise and responsible data management. Recognizing the immense scale and sensitivity of its operations, the governance and effective stewardship of this vast data ecosystem are paramount.

At its core, data governance for DHA means establishing and enforcing a comprehensive system of policies, processes, standards, roles, and responsibilities, predicated on the eight guiding principles from the 2020 DoD Data Strategy that inform VAULTIS.

1. Data is a Strategic Asset – DoD data is a high-interest commodity and must be leveraged in a way that brings both immediate and lasting military advantage.

2. Collective Data Stewardship – DoD must assign data stewards, data custodians, and a set of functional data managers to achieve accountability throughout the entire data lifecycle.

3. Data Ethics – DoD must put ethics at the forefront of all thought and actions as it relates to how data is collected, used, and stored.

4. Data Collection – DoD must enable electronic collection of data at the point of creation and maintain the pedigree of that data at all times.

5. Enterprise-Wide Data Access and Availability – DoD data must be made available for use by all authorized individuals and non-person entities through appropriate mechanisms.

6. Data for Artificial Intelligence Training – Data sets for AI training and algorithmic models will increasingly become the DoD’s most valuable digital assets and we must create a framework for managing them across the data lifecycle that provides protected visibility and responsible brokerage.

7. Data Fit for Purpose – DoD must carefully consider any ethical concerns in data collection, sharing, use, rapid data integration as well as minimization of any sources of unintended bias.

8. Design for Compliance – DoD must implement IT solutions that provide an opportunity to fully automate the information management lifecycle, properly secure data, and maintain end-to-end records management.

1.3 VISION: Data Management and Governance

To overcome the current data challenges and fulfill its mission, DHA envisions transforming data into a trusted, mission-enabling asset that strengthens readiness, enhances care delivery, and improves operational efficiency across the MHS through aligned governance, modern practices, and a digitally competent workforce.

The DHA must establish a comprehensive and unified data management and governance framework focused on applying the 8 guiding principles and achieving the VAULTIS goals. This framework will evolve the DHA's disparate metadata associated with different data systems into a cohesive, secure, and intelligent ecosystem that enhances operational performance, decision-making, and supports the adoption of advanced technologies, all while ensuring paramount data quality, privacy, and compliance.

1.4 SCOPE: Establishing a Modern Data Management and Governance Framework

This initiative establishes a comprehensive DHA Enterprise Data Catalog (DHA-EDC) and a supporting federated data governance framework. The contractor will systematically inventory and govern data assets by cataloging metadata for up to 80 authoritative and secondary-use data systems.

Key activities include developing automated metadata extraction capabilities, establishing standardized schemas aligned with DoD and NIST standards, and creating machine learning-enhanced data dictionaries. A foundational component of this work is an Analysis of Alternatives (AoA) to recommend a viable COTS solution for the DHA-EDC platform within six months of award. The scope also includes piloting training programs on data stewardship, the data catalog, and the data product lifecycle.

This work is structured into seven primary objectives, covering the foundational effort from the baseline inventory to evaluating the end-user experience. In addition, this Statement of Objectives includes two optional objectives focused on advanced governance and lifecycle processes, which may be exercised should funding become available.

1.5 OBJECTIVES

This effort’s objectives are:

1. Perform a Comprehensive Baseline Data Inventory

2. Establish an Interim Centralized Repository for Information

3. Conduct a Comprehensive Analysis of Alternatives (AoA) for DHA Enterprise Data Catalog

(DHA-EDC)

4. Automate Documentation and Metadata Creation

5. Implement Robust Metadata Management

6. Facilitate Metadata Exchange with other Federated Data Catalogs

7. Evaluate Self-Service Capabilities and End-User Experience

8. Optional: Evaluate Federated Governance and Workforce Readiness

9. Optional: Develop, Test and Refine Data Product Lifecycle and Governance Processes

See Part 5 of this SOO for a detailed breakout of the individual objectives and their respective tasks, plus a listing and descriptions of Contract Deliverables.

PART 2

2.0 DEFINITIONS, ACRONYMS, AND APPLICABLE PUBLICATIONS/INSTRUCTIONS

2.1 Definitions:

2.1.1 Category D: Information Technology (IT) and Telecommunications Services (called D- Services)

2.1.2 Category R: Support (Professional/Administrative/Management) Services (called R- Services)

2.1.3 Contracting Officer (CO): A person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings.

2.1.4 Contracting Officer’s Representative (COR): An individual, including a contracting officer’s technical representative (COTR), designated and authorized in writing by the contracting officer to perform specific technical or administrative functions. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.5 Nonpersonal Services Contract: A contract under which the personnel rendering the services are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the Government and its employees.

2.1.6 Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

The Government may either prepare the quality assurance surveillance plan or require the offerors to submit a proposed quality assurance surveillance plan for the Government’s consideration in development of the Government’s plan.

2.1.7 Training: As directed by the COR, the Contractor shall attend other training as required either virtually or in-person. This is to ensure the Contractor receives training the Government provides regarding Government systems or projects.

Acronym Definition

AI Artificial Intelligence AoA Analysis of Alternatives API Application Programming Interface CDAO Chief Data & Analytics Officer COTS Commercial Off-The-Shelf CUI Controlled Unclassified Information DACA Days After Contract Award DHA Defense Health Agency

DHA-

EDC Defense Health Agency Enterprise Data Catalog DoD Department of Defense DoW Department of War DQ Data Quality

Acronym Definition

EHR Electronic Health Record ETL / ELT Extract, Transform, Load / Extract, Load, Transform GOTS Government Off-The-Shelf HIPAA Health Insurance Portability and Accountability Act HQ Headquarters ML Machine Learning MHS Military Health System MTF Medical Treatment Facility NIST National Institute of Standards and Technology NLP Natural Language Processing OCR Optical Character Recognition PHI Protected Health Information PII Personally Identifiable Information RDT&E Research, Development, Test, and Evaluation SDK Software Development Kit SLA Service Level Agreement SOO Statement of Objectives TCO Total Cost of Ownership UAT User Acceptance Testing VA Veterans Affairs VAULTIS Visible, Accessible, Understandable, Linked, Trusted, Interoperable, Secure

PART 3

3.0 GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

The Requiring Activity Authority has assessed the need for Government Furnished Property, Equipment, and Services and determined:

3.1 Services: The Government:

☒ Will NOT provide Government Furnished Services in support of this contract/task order. As a result, this paragraph is Not Applicable.

☐ WILL provide Government Furnished Services required in support of this contract/task orders. These Services are described below: N/A

3.2 Facilities: The Government:

☒ Will NOT provide Facilities in support of this contract/task order. As a result, this paragraph is Not Applicable.

☐ WILL provide Facilities in support of this contract/task orders. The Government provided Facilities are described below: N/A

3.3 Utilities: The Government:

☒ Will NOT provide Utilities in support of this contract/task order.

☐ WILL provide Utilities in support of this contract/task orders

3.4 Equipment: The Government:

☒ Will NOT provide Equipment in support of this contract/task order. As a result, this paragraph is Not Applicable.

☐ WILL provide Equipment in support of this contract/task orders. The Government provided Equipment is described below:

3.4.1 Procurement Integrated Enterprise (PIEE), Government Furnished Property (GFP)

3.5 Materials: The Government:

☒ Will NOT provide Materials in support of this contract/task order. As a result, this paragraph is Not Applicable.

☐ IS providing Materials in support of this contract/task orders. The Government-provided Materials are described below:

No physical Government-Furnished Property (GFP) items (e.g., laptops, workstations, or mobile devices) will be provided under this contract. The Contractor is responsible for furnishing all hardware and equipment necessary for its personnel to perform the required work.

Upon issuance of a Common Access Card (CAC) to authorized contract support personnel, the Government will provide access to DHA enterprise systems through the DHA Azure Virtual Desktop (AVD) environment, including DHA MED365 and other applicable systems. The DHA Azure Virtual Desktop provides a virtualized image equivalent to a standard DHA-configured laptop and includes required Government-approved software applications.

While no physical hardware will be provided by the Government, the DHA Azure Virtual Desktop environment will enable Contractor personnel to access the systems, applications, and data necessary to perform the requirements of this Statement of Objectives.

PART 4

4.0 CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 Services: The Contractor:

☐Will NOT provide Contractor Furnished Services in support of this contract/task order. As a result, this paragraph is Not Applicable.

☒WILL provide Contractor Furnished Services required in support of this contract in accordance with Section 5 of this PWS.

4.2 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work listed under Section 5 of this PWS.

4.3 Secret Facility Clearance: N/A. Contractor personnel resources supporting this effort will be required to satisfy the DHA requirement for non-sensitive positions, a favorable adjudicated Tier 1 Background Investigation.

4.4 Materials: N/A

4.5 Equipment: N/A

4.6 Facilities: The Contractor shall perform services related to the PWS at their own facilities. Resources supporting Objective 1 are required to be within commuting distance to DHHQ (Falls Church, VA) for frequent on-site meetings and collaboration.

PART 5

5.0 SPECIFIC TASKS

5.1. EXPECTED OUTCOME: A Resilient, Intelligent DHA for the Future

The successful execution of this comprehensive data management and governance framework will fundamentally transform the DHA, yielding profound and lasting benefits that directly support its critical mission. Ultimately, this data management and governance framework represents a pivotal strategic investment for the DHA's future. It is designed to transform our data landscape into one that is not only resilient and intelligent but also continuously optimized to better serve service members, their families, and the nation for decades to come.

5.2. STRATEGIC OBJECTIVES: Building the Future of DHA Data

This SOO focuses on achieving two outcomes: (1) A comprehensive inventory of DHA data assets and

(2) defined data governance, testing and evaluation processes for federating data and metadata management functions to populate and maintain a DHA Enterprise Data Catalog (DHA-EDC).

I. Core System Establishment & Data Cataloging

The primary objective is to perform comprehensive data cataloging to systematically identify, document, and categorize data assets across DHA's vast and diverse data landscape, which includes critical clinical, operational, and administrative information often residing in disparate systems. This effort will involve manual and automated metadata extraction processes to ensure metadata accuracy, consistency, and usability, aligned with the DoD Data Strategy and NIST standards. The cataloging task will also leverage machine learning-enhanced data dictionaries with comprehensive metadata definitions to enable efficient data discovery, improved data provenance, lineage tracking, and data quality assessment.

A. Objective 1: Perform a Comprehensive Baseline Data Inventory

Systematically document and categorize up to 80 DHA authoritative and secondary-use data systems or operational governed data products, including detailed metadata. The inventory process will involve assigning individuals to various areas of DHA to conduct in-person and virtual sessions, collaborating with data domain owners, stewards, and SMEs to ensure accuracy and completeness of the gathered metadata information. The metadata and information collected during the inventory must align with DoD requirements and NIST standards. The vendor will work closely with the government to finalize the structured questions, metadata elements, and information to be collected during the inventory. Refer to the table below for a sample of data assets DHA may require to be included in the inventory. The vendor will collaborate with the government to finalize the list of data systems and operational governed products to be included in the baseline data inventory.

Table #1: Sample data assets DHA may require be included in the inventory.

System System Name System System Name

ABACUS Armed Forces Billing And Collections Utilization Solution

LIMDU

SMART

Limited Duty Sailor And Marine Tracker

AFMETS Armed Forces Medical Examiner Tracking System

LISA Laboratory Information Systems Application

APLIS Anatomic Pathology Laboratory

Information System MCMS Master Cluster Management Service

ART Assistance Reporting Tool MHS

GENESIS

Department Of Defense Healthcare Management System Modernization

ASIMS Aeromedical Services Information Management System

MHSG-

DENTRIX

MHS Genesis Dentrix

BATDOK Battlefield Assisted Trauma Distributed Observation Kit

MIP MHS Information Platform

BUMIS II Bumed Manpower Information System Ii

MMM Maritime Medical Modules (MMM)

CCQAS Centralized Creditials And Quality Assurance System

MP2BET MHS Planning, Programming, Budget, Execution Tool

CDP Opmed Care Delivery Platform NMCPHC-

EDC2

Navy Marine Corps Public Health Center - Epidata Center: Public Health Surveillance System

CDS Corporate Dental System NMIS Nutrition Management Information System

DENCAS Dental Common Access System (Dencas)

NMO Navy Medicine Online (NMO)

DHA ECS Defense Health Agency E- Commerce System

OMDS Operational Medicine Data Service

DMACS Defense Medical Accessions Computing System

PCOS Purchased Care Operating System

DMHRSI Defense Medical Human Resources System Internet

PHIMT Protected Health Information Management Tool

DML-ES Defense Medical Logistics Enterprise - Enterprise Solution (Dml-Es) - Logicole

PIAS-E Pharmacy Inpatient Automation Solution - Enterprise

DODCR Department Of Defense Cancer Registry

POAS-I Pharmacy Outpatient Automation Solution-Ia

DODSER Department Of Defense Suicide Event Report

POAS-P Pharmacy Outpatient Automation Solution - Parata

DODTR Departament Of Defense Trauma Registry

POAS-S Pharmacy Outpatient Automation Solution - Scriptpro

DOEHRS-

HC

Defense Occupational And Environmental Health And Readiness System - Hearing Conservation (Doehrs-Hc)

PQNS Enterprise Patient Queuing Notification System

DOEHRS-IH Defense Occupational & Environmental Health Readiness System - Industrial Hygiene

PSR (Joint) Patient Safety Reporting System

DOFEMS Defense Optical Fabrication Enterprise Management System

RMST Records Management Storage Tracking

DTRS Deployable Tele-Radiology Systems

RPSS Real Property System Standards

EAS IV Expense Assignment System Iv RXREFILL Pharmacy Refill Request And Appointment Reminder Solution

EBMS-D Enterprise Blood Management

Systems - Donor SEPS Space And Equipment Planning

System ECAA Enterprise Clinical Audiology

Application SHAREPOINT Online Base Of Information Widely

Accessible Over Network (Obiwan) EHA Navy Electronic Health

Assessment SNPMIS Special Needs Program Management

Information System EIRB Electronic Institutional Review

Board SRTS Spectacle Request And Transmission

System (Srts) EKT Ektropy T2T Telehealth And Technology Toolkit ESSENCE Electronic Surveillance System

For The Early Notification Of Community-Based Epidemics

TBLD-M Theater Blood Capability-Mobile

FMIS Financial Management Information System

TC2 Theater Medical Information Program Composite Health Care System Cache

FROID Facility Requirements Operations Information Database

TMDS Theatre Medical Data Store

HAIMS Healthcare Artifact And Image Management Solution (Eim Platform)

TRICARE.MIL Tricare.Mil

HEALTH.MIL Health.Mil TRRWS Tricare Retail Refunds Website HMS Human Immunodeficiency

Virus Management System (Hms)

VSIMS Veterinary Service Information Management System

ICPCCS Interagency Comprehensive Plan For Care Coordination Support

VSSM Veterinary Services Systems Management

ILER Individual Longitudinal Exposure Record

WCFT World Class Facilities Toolkit

INQUIRY

TRACKING

Injury Tracking System WIC PIMS Dod Women, Infants, And Children Overseas Participant Information Management System

B. Objective 2: Establish an Interim Centralized Repository for Information

Develop and implement an interim centralized repository to host and manage the baseline data inventory and associated documentation. This repository must ensure secure and accessible storage, serving as a foundational knowledge management resource until the official establishment and transition to the DHA-EDC. The interim repository will utilize DHA-approved platforms, such as DHA SharePoint, PowerApps, and other authorized capabilities, with access provided to the vendor.

C. Objective 3: Conduct a Comprehensive Analysis of Alternatives (AoA) for DHA Enterprise Data Catalog (DHA-EDC)

Evaluate potential solutions for the DHA Enterprise Data Catalog (DHA-EDC), considering functionality, scalability, and cost-effectiveness. The AoA will ensure the proposed DHA- EDC aligns with DHA requirements and supports data governance workflows effectively.

The vendor will collaborate with the government to finalize scoring criteria for evaluating desired features of the DHA-EDC. These features include, but are not limited to, a comprehensive data asset inventory capturing metadata for data assets and data products;

robust data discovery tools with semantic search and lineage visualization; integration of standardized data dictionaries and definitions; incorporation of data stewardship and governance processes; data quality management dashboards; technical integration through APIs; analytics and reporting functionalities; security and access control frameworks; user-friendly interfaces with training support; and readiness for AI/ML and emerging technologies.

II. Proliferation and Maturation of the DHA Enterprise Data Catalog

D. Objective 4: Automate Documentation and Metadata Creation o Using government-provided tools such as SQL, Python, and R, develop interim methods to automatically identify and extract metadata from various data sources. Test and validate the completeness, accuracy, and update frequency of harvested metadata across systems and data products. Assess capabilities for semantic search, catalog population, and lineage generation.

o Use DHA-approved AI tools like AskSage, AWS Bedrock, NIPRGPT, or CoPilot to process the data inventory and generate documentation, data dictionaries, and metadata.

E. Objective 5: Implement Robust Metadata Management o Define and manage metadata standards, including data element definitions, to ensure consistency, discoverability and usability.

o Ensure the extracted metadata from DHA data assets is consistent, discoverable, and usable.

o Produce metadata governance documentation of formal processes and procedures for metadata stewardship and lifecycle management.

o Design and implement business processes to support metadata management workflows including metadata creation, review, approval and publication processes.

o Develop effective reporting and management indicators for metadata quality, including automated monitoring and alerts for issues, and compliance reports for HIPAA, DoD, and other regulatory requirements.

F. Objective 6: Facilitate Metadata Exchange with Other Federated Data Catalogs

Upload, update and/or synchronize metadata between the interim centralized repository, or the DHA-EDC, with external data catalogs including but not limited to the Advana Federated Data Catalog.

G. Objective 7: Evaluate Self-Service Capabilities and End-User Experience o Produce role-based user documents

1. User manuals with instructions for operating the DHA-EDC

2. Training materials for data stewards and end users

3. Best practices documentation for data dictionary maintenance o Assess the effectiveness of self-service tools and the overall user experience with using the

DHA-EDC for discovering, accessing and utilizing data.

1. Test semantic discovery, NLP-enabled search, and other self-service methods for data discovery using the DHA-EDC.

2. Conduct user acceptance testing (UAT) of the DHA-EDC with selected stakeholders at MTFs and HQ elements.

3. Evaluate persona-specific workflows for use of the DHA-EDC for metadata management and data governance processes.

o Monitor and report DHA-EDC usage analytics, data quality, and system performance metrics o Produce transition and sustainment documentation for coordination and handover of DHA-

EDC and supporting documents

H. Optional Objective 8: Evaluate Federated Governance and Workforce Readiness o Assess the organization's readiness for federated governance, including workforce skills and training needs.

1. Conduct pilot experiments with federated data stewardship roles across selected data domains and data systems.

2. Assess the clarity, effectiveness, and responsiveness of assigned data ownership and accountability structures.

3. Pilot training programs and evaluate skill development for federated data governance and data product management.

4. Evaluate the feasibility, adoption, and performance of federated data governance across selected domains.

5. Test role clarity, policy execution, and data steward escalation paths.

6. Demonstrate metadata lineage, stewardship effectiveness, and policy audit traceability

I. Optional Objective 9: Develop, Test and Refine Data Product Lifecycle and Governance Processes o Develop, test, and refine processes for managing the lifecycle of data products and governance frameworks.

1. Define and exercise prototype workflows for data product creation, publication, discovery, change control, and deprecation.

2. Simulate end-to-end workflows for data product creation, versioning, SLA enforcement, and deprecation.

3. Measure compliance with data quality (DQ) rules, roles-based access controls, and semantic tagging protocols.

5.3 CONTRACT DELIVERABLES

High-Level Deliverable

Alignment Description of Deliverables Due

Comprehensive Baseline Data

Inventory Objective 1

The contractor shall

• Conduct a systematic and comprehensive data inventory, documenting and categorizing up to 80 DHA data systems, including metadata.

• Perform in-person (Falls Church, VA) and virtual sessions with domain owners and SMEs to ensure accuracy and completeness of the inventory.

• Align the metadata and information collected with DoD requirements and NIST standards.

• Store inventory results in the interim centralized repository created via Objective 2.

Interim 60 DACA;

Final 180 DACA.

Interim Centralized

Repository Setup Objective 2

The contractor shall

• Stand up an interim secure, accessible repository to host the baseline data inventory within a DHA-approved location.

• Ensure the repository supports metadata management and governance needs.

• Ensure interim baseline data inventory is suitable for ingestion to the

DHA-EDC when established.

60 DACA

AoA Report for DHA-EDC Objective 3

The contractor shall

• Evaluate at least four potential COTS solutions for the Enterprise

Data Catalog, considering functionality, scalability, cost-effectiveness, and integration potential. Provide a clear recommendation based on predefined criteria.

180 DACA with final revisions 90 Days later

Automated Metadata

Harvesting and Documentation

Objective 4

The contractor shall:

• Implement automated metadata harvesting tools to extract metadata from source systems, validate accuracy, and populate the DHA-EDC.

• Use AI tools to generate documentation, data dictionaries, and metadata using information collected during inventory.

Plan provided 60 DACA Award;

Execution 30 days after approval of plan.

Metadata Management Framework

Objective 5

The contractor shall

• Define and manage metadata standards, schemas, and governance processes

• Ensure consistency, discoverability, and usability across DHA data assets.

• Produce metadata governance documentation of formal processes and procedures for metadata stewardship and lifecycle management

• Develop effectiveness and compliance reporting

60 DACA;

Revisions as required.

Metadata Exchange

Mechanism Objective 6

The contractor shall

• Develop and document processes to upload, update, and synchronize metadata between the interim centralized repository or the DHA- EDC, and external data catalogs, including the Advana Federated Data Catalog.

180 DACA;

Revisions as required.

High-Level Deliverable

Alignment Description of Deliverables Due

Self-Service Portal Usability

Evaluation Objective 7

The contractor shall

• Produce role-based user documents o User manuals with instructions for operating the DHA-EDC o Training materials for data stewards and end users o Best practices documentation for data dictionary maintenance

• Assess the effectiveness of self-service tools for data discovery and governance.

• Conduct in-person (Falls Church, VA) and virtual user acceptance testing and provide recommendations to improve usability and adoption.

• Monitor and report DHA-EDC usage analytics, data quality, and system performance metrics

• Produce transition and sustainment documentation for coordination and handover of DHA-EDC and supporting documents

270 DACA with revisions monthly, Governance Pilot Report

Optional Objective 8

The contractor shall

• Conduct pilot experiments to assess federated governance readiness, including workforce skills, role clarity, and policy execution.

• Document findings and provide recommendations for improvement.

180 DACA;

Revisions as required.

Data Product Lifecycle Playbook

Optional Objective 9

The contractor shall

• Develop a playbook defining standardized processes for data product creation, publication, governance, and deprecation.

• Develop workflows, compliance checkpoints, and integration points.

90 DACA with revision as required

Post-Award Kick-Off Meeting

Contract The contractor shall

• Participate in a post-contract-award kickoff meeting to be held at

DHHQ (Falls Church, VA) at a date TBD by DHA.

TBD, NLT 30 days

ADC

Monthly Reporting Contract

The contractor shall provide monthly status reports which detail, at minimum:

• Summary of monthly progress for each of the ongoing project objectives.

• Identification of any objectives that are slipping, and discussion of risks and the path forward to bring objectives back to schedule, and impact on other objectives, as applicable.

• Summary of overall schedule and changes from previous month

• Financial summary of overall project costs and budget to date

Initial report 45 DACA; monthly for the month prior, NLT the 15th day of the month.

Quarterly Reviews Contract

The contractor shall

• Participate in quarterly reviews, with key personnel attending in person at DHHQ (or other location within the National Capitol Region, as identified by DHA), to inform the Program Managers (PMs) of project progress and to discuss issues that may require joint resolution, such as impacts on objectives, schedule, funding.

TBA, quarterly meeting dates & invite to be provided NLT 30 days prior to event schedule