N0016424R3013 - DRAFT

Section C - Description/Specifications/Statement of Work

1. SCOPE

PMS 470 requires a well-integrated and experienced Contractor to assist the program office in executing its responsibility to satisfy current and future Navy needs for the BBG(X) Class and Naval Power and Energy Systems.

The Contractor shall provide expertise in the areas of Integrated Logistics Support (ILS), Program Support & Management, Acquisition & Contract Management, Business and Financial Management, and Integrated Performance Analysis to assist PMS 470 in accomplishing its mission and objectives. Place of Performance is at a Contractor facility within the Washington, DC metro area; and may require travel to Naval Surface Warfare Center Carderock, Naval Surface Warfare Center Philadelphia, shipyards, vendor facilities, and other locations, as required.

2. BACKGROUND

The mission of PMS 470 is to design, build, and deliver the Navy’s next enduring large surface combatant, BBG(X), to the Warfighter by combining proven technologies, a new hull form, and an integrated power system with flexibility to incorporate future combat capabilities. The focus of PMS 470 continues to be a high performing, innovative, and collaborative Navy, and Industry team to design and deliver BBG(X).

3. GENERAL

General Requirements include:

3.1. The Contractor shall provide capability to maintain current archives and electronic historical documentation and provide capability to maintain archives for current / future documentation.

3.2. The Contractor shall have electronic mail capability, provide e-mail addresses for all employees performing on this contract, and have the necessary connectivity to communicate with the Government and other Contractors.

Microsoft (MS) Outlook is preferred to communicate and coordinate meetings and schedules with PMS 470. The Contractor is responsible for obtaining Navy Enterprise accounts for employees requiring access to DoD databases.

3.3. Access to the Navy Enterprise Systems through non-Government/leased computers is the responsibility of the contractor. The Contractor shall have the capacity to access various NAVSEA, PMS 470, Navy, and DoD databases to enter and retrieve information. All employees performing efforts under this contract are required to access project workspaces and document archives that are germane to the performance of this contract.

3.4. The Contractor shall be responsible for obtaining all necessary PKI Certificates for their employees who must access DoD websites in the performance of this contract but do not need access to DoD Facilities. For those employees who must access DoD Facilities, the Contractor shall take the necessary steps to attain Common Access Cards (CACs) and PKI enabled email. Responsibility for administration of PMS 470 Navy Enterprise seats remains with the Government.

3.5. The Contractor shall have the capability to interface and access to Microsoft virtual collaboration tools and any additional data sharing platforms that comply with NMCI requirements. Access to other systems, similar in function, may be deemed necessary as they evolve/become available.

3.6. The Contractor shall provide the capability for classified (up to Secret) and unclassified conference rooms and associated facilities for holding Government sponsored meetings, teleconferencing, video teleconferencing, and briefings for PMS 470 program and other Government and contractor personnel at their site. The Contractor facility shall have at least one conference room with the capacity to handle 100 people and be able to conduct at least two (2) meetings simultaneously.

3.7. All data/deliverables produced under this Task Order shall become the property of the Government.

3.8. The Contractor shall provide an integrated team and ramp up immediately having its team in place and fully functioning within 60 days of contract award. The Contactor shall align its team to the Program with an efficient mix of personnel to assist in the execution of Integrated Logistics Support (ILS), Program Support & Management, Acquisition & Contract Management, Business and Financial Management, and Integrated Performance Analysis under the cognizance of PMS 470. The Team must be adaptable with a flexible structure that is best suited to accomplishing both planned and emergent tasks. Emphasis shall be placed on a team structure that also maximizes productivity, efficiency and accountability within the funds provided by the Government. The Contractor shall execute the scope of work in a manner that provides for high quality, timely and well-integrated services which incorporates the proper mix of and demonstrates the most effective use of personnel. This includes the planning, coordination, and surveillance of the activities necessary to ensure disciplined work performance and timely resources application to accomplish all tasking under this contract. The Contractor and Government management team shall meet as necessary to discuss optimum manning and task distribution.

3.9. The Contractor shall develop, implement, and maintain an Integration Plan (IP) demonstrating knowledge, experience, understanding, and technical approach to address coordination and integration within their team (prime and subcontractors) and other PMS 470 Professional Support Services Contractors to enhance and improve the PMS 470 Program Offices’ planning, effectiveness, and execution efficiency. The Contractor is responsible for efficiently implementing procedures in accordance with the IP to support full integration of resources and deliverables amongst all tasks.

3.10. The Contractor shall be able to properly encrypt electronic messages when handling PII, Technical Data, travel plans, and other categories of Controlled Unclassified Information (CUI). The contractor shall obtain and use corporately provided PKI certificate to protect CUI if using corporate email with the Government sponsor and complete all annual PII and Information Assurance (IA) training, as well as other appropriate annual or general security training, such as Counterintelligence training, when offered locally by NAVSEA and/or NCIS.

3.11. The Government requires contractors who require NMCI accounts to participate in certain mandatory training requirements. The COR will notify the contractor of mandatory training as requirements arise during performance. It is the responsibility of the contractor to ensure these training requirements are met and properly reported to the COR. Mandatory initial and annual refresher training includes, but is not limited to, Antiterrorism Level 1, Combating Trafficking in Persons (CTIP), North Atlantic Treaty Organization (NATO), Sensitive Compartmented Information (SCI), Intelligence Oversight (IO), Derivative Classification, Counterintelligence (CI) Awareness, Information Assurance/Cyber Awareness, Operations Security (OPSEC), Physical Security (PHYSEC), Privacy Act, and Personally Identifiable Information (PII) training.

3.12. The Security Requirements pertaining to this effort in accordance with the DD254 are as follows:

The contractor is required to maintain a SECRET facility security clearance.

The contractor is required to maintain a level of safeguarding for classified information/material at the SECRET level.

Contractor requires COMSEC to accommodate the use of secure communications. The contractor will be required to have access to COMSEC for SIPRNet equipment.

The contractor will be required to have access to CUI with developers and integrators.

The contractor will need NATO access for SIPRNet purposes.

The contractor will assist in modernizing systems that are classified. Techniques to modernize this equipment, testing of this equipment and overall system performance could be classified and the subject to email and written reports. In this capacity, the contractor will generate and be in receipt of classified material. The contract will fabricate and modify classified components in support of this contract and then store this hardware until completion of all requirements.

In order to use the current contract specifications and applicable documentation, the contractor is required to use the Defense Technical Information Center (DTIC).

Contractor requires a COMSEC account to accommodate the use of secure communications. The contractor will be required to have access to COMSEC for SIPRNet equipment.

The contractor is required to protect critical information associated with this contract to prevent unauthorized disclosure and will observe OPSEC requirements.

The contractor will require use of the Defense Courier Service for the transfer of classified material.

3.13. Performance Standards and Assessment Plan. The following performance standards and assessment plan serve as a basis for determining whether performance outcomes have been satisfactorily achieved and the delivery of service is considered acceptable performance.

Performance Standards:

1. The delivery requirements shall be consistent with needs of the mission as identified by the Contracting Officer’s Representative (COR).

2. Deliverables including studies, analysis, presentations, and technical and status reports shall be factually accurate and complete, reflect high quality, and adhere to due dates and deadlines.

3. Services shall reflect innovative, technological, and management techniques employed to increase efficiencies and control cost.

4. Performance will be formally assessed during the conduct of Award Term Reviews and annual Contractor Performance Assessment Reports (CPARS).

4. TASK REQUIREMENTS

The Contractor shall provide an integrated team to assist in the execution of the BBG(X) Class Acquisition Program under the cognizance of the Program Manager (PMS 470) of Program Executive Officer (PEO) Ships. This task order shall be funded primarily with RDT&E and other appropriations, as required.

4.1. TASK 1 - LOGISTICS SUPPORT

Washington Navy Yard ILS Support. In support of Washington Navy Yard headquarters functions, the Contractor shall provide Integrated Logistics Support (ILS) and technical services in support of the BBG(X) Program Office as follows:

4.1.1. The contractor shall serve as the primary logistics consultant in support of BBG(X) lead ship planning and advise the PMS 470 ILS lead or designee on emerging support trends and logistics deficiencies. The Contractor shall provide ILS support to PMS 470 ILS Managers as needed. The Contractor shall provide a weekly status report to the PMS 470 ILS lead or designee identifying actions in work and accomplished, the status of actions, identification of issues encountered, and upcoming meetings and travel for all tasks within SOW. The Contractor shall provide administrative functions for Contract Data Requirements Lists (CDRLs) that are submitted by the Shipbuilders.

4.1.2. Meeting Support. The Contractor shall facilitate and participate in Integrated Product Teams (IPTs), Integrated Logistics Support Management Teams (ILSMTs), advisory boards, conferences, Quarterly Program Reviews (QPRs), off-site meetings, working groups, audit teams, etc. and provide conference rooms and dial-in numbers to support telecommunication discussions.

4.1.3. HM&E ILS Support. The Contractor shall review HM&E ILS requirements, ILS Checklists from PARMs, support data, and plans to ensure consistency with ILS best practices and overarching platform requirements. Prepare briefs, technical requirements, plans, policies, procedures, concepts, and schedules. Provide technical support and evaluation of proposed change requests.

4.1.4. Combat Systems ILS Support. The Contractor shall review Combat Systems ILS requirements, ILS Checklists from PARMs, support data, and plans to ensure consistency with ILS best practices and overarching platform requirements. Prepare briefs, technical requirements, plans, policies, procedures, concepts, and schedules. Provide technical support and evaluation of proposed change requests.

4.1.5. Technical Publication Support. The Navy currently has multiple contributors of technical data and publications into Navy authoritative databases.

4.1.5.1. Technical Publications Requirements Definition and Readiness Analysis. The Contractor shall perform analysis of the ship’s equipment and hull outfitting to identify and validate required Technical Publication requirements and associated discrepancies. The Contractor shall gather and analyze multiple equipment and asset data sources to identify appropriate Technical Publications match installed equipment and hull outfitting. The Contractor shall confirm each identified Technical Publications development and delivery to ship status by accessing the large network of Technical Manual Managing Activities (TMMA) and other sources. The Contractor shall document, track, and report status to the ship’s representative. The Contractor shall identify and provide a comprehensive report of all equipment and hull outfitting Technical Publication supportability status. The Contractor shall provide an assessment of mission critical systems which may be at a higher risk due to readiness deficiencies. The Contractor shall communicate with the responsible agent for the resolution of any deficiencies that keep required assets from being received and/or successfully accessed on board the ship. The Contractor shall maintain and provide a list of outstanding issue status and provide recommendation for resolution.

4.1.5.2. Shipboard Technical Publication Library Outfitting. The Contractor shall identify outstanding Technical Publication deliveries and outfit shipboard main Technical Publication libraries. The Contractor shall access authoritative sources to acquire Technical Publications as needed to fulfill readiness requirements identified in the analysis stages. The Contractor shall report any requisitioning deficiencies identified in the process. The access shall be of UNCLAS, CONFIDENTIAL, or SECRET classification. The Contractor shall stage Technical Publication requirements as needed to outfit the shipboard main libraries. The Contractor shall inventory and prepare a detailed packing list of all assets to be turned over to the ship’s representative. Turnover of packages by any means shall follow DoD Directive 5220.22 NISPOM classification transportation requirements. The Contractor shall maintain and manage a current Technical Publication library of all applicable assets delivered by the team, which shall be available for the customer and ship’s access, as needed. The assets shall be of UNCLAS, CONFIDENTIAL, or SECRET classification. The Contractor shall attain to all DoD Directive 5220.22 NISPOM classification storage, transportation, and disposal requirements.

4.2. TASK 2 - PROGRAM SUPPORT AND MANAGEMENT

4.2.1. Program Management Support

4.2.1.1. The contractor shall provide executive, analytical, management and administrative support for PMS 470 to include direct support to the Program Manager and Deputy Program Manager.

4.2.1.2. The contractor shall coordinate program office operations to include, but not limited to, reception and message services, events coordination to include site planning, and guest/logistics support; Coordinating meetings and adjudicate schedule conflicts; Providing meeting minutes and agendas; Providing deliverables and action item tracking; and providing task management assistance in the development of milestones and objectives for the BBG(X) program office.

4.2.1.3. The contractor shall provide administrative support in the development of Program Plans and provide assessments and indicators of progress. The contractor shall implement and maintain an information system for control of all BBG(X) program office documentation to include routing and serialization of program documents.

4.2.1.4. The contractor shall monitor and maintain program schedules for potential or actual changes, advising the Government of alternatives and providing impact assessments.

4.2.2. Program Planning and Integration

4.2.2.1. The Contractor shall provide programmatic support for BBG(X) program office goals, objectives, and execution strategies as well as understand and coordinate any interdependencies across program stakeholders and tasks as required.

4.2.2.2. The Contractor shall implement and maintain a program integration plan to ensure Program Plans and deliverables are comprehensively integrated across all PMS 470 branches, to include all other task areas, which may span multiple support contractors.

4.2.2.3. The Contractor shall assist in developing required plans, concept papers, white papers, and senior level briefings. The contractor shall provide support for action and milestone planning and tracking, project planning and progress, and program metrics establishment and tracking.

4.2.2.4. The Contractor shall provide active participation in designated meetings and milestone reviews.

4.2.2.5. In response to Navy inquiries, the Contractor shall provide executive level liaison with, and communication support functions to, Navy, DoD, Congress, and other Government agencies and organizations.

4.2.2.5.1. Congressional Response and Support - The Contractor shall track Congressional budget deliberation schedules, analyze Congressional committee reports, track all proposed and actual Congressional marks, plus-ups, and adds as they pertain to and impact the BBG(X) program. Working across program stakeholders and tasks, the contractor shall prepare planned and emergent documents/briefings; provide issues analysis; prepare reports, white papers, and draft integrated responses to Requests for Information (RFIs) originating from Congressional Professional Staff Members (PSMs) and other Congressional entities such as the Congressional Budget Office, Congressional Research Service, and inquiries from the Government Accountability Office. All prepared reports shall include maintenance of backup documentation and historical files.

4.2.2.5.2. Public Affairs Support - The Contractor shall work across program stakeholders and tasks to develop and prepare responses to public affairs actions. All prepared responses shall include maintenance of backup documentation and historical files.

4.2.3. Program Monitoring and Control

4.2.3.1. The Contractor shall provide support in performing program monitoring and control efforts, including critical path management, forecasting upcoming and recurring BBG(X) Class program events, planning, and preparation for critical events, formulating meeting agendas and attendance lists, preparing, and promulgating meeting minutes as required, and development of Milestone charts.

4.2.4. Naval Power and Energy Systems (NPES)

4.2.4.1. Technology Development Roadmap (TDR) – The contractor shall provide support in the management of the Power & Energy (P&E) TDR by providing programmatic and technical support of PMS 470 for strategic evaluation of technology developments and transitions. The Contractor shall assemble documentation of P&E Technology by working with Navy P&E stakeholders in the collection of information. The Contractor shall conduct meetings as necessary to facilitate the collection of information. The Contractor shall produce the P&E TDR for distribution in print and electronic media for presentation and use on the NAVSEA website. The updates to the TDR shall occur with coordination of ONR, SEA 05, PEO Ships, and NSWC support.

4.2.4.2. International Agreements – The Contractor shall support the execution of international activities with the UK, Germany, Japan, India, and other nations as directed. The Contractor shall develop agendas, coordinate exchange methods to include (in person, telecom, MS Teams, etc.) environments to facilitate discussions and the exchange of information. The Contractor shall prepare meeting minutes as required and track international agreements. The Contractor shall gain access to Naval International Program Office information database to maintain progress associated with the agreements. The Contractor shall accompany the Navy on international engagements both within CONUS and OCONUS.

4.2.5. Integrated Data Environment (IDE) Administration

4.2.5.1. The Contractor shall obtain access to the IDE in order to assist PMS 470 with data input and data compilation.

4.2.5.2. The Contractor shall assist PMS 470 in running point and click reports, and other content in support of executive reviews based upon PMS 470’s unique needs.

4.3. TASK 3 - ACQUISITION & CONTRACT MANAGEMENT

The Contractor shall leverage experience and proficiency in Department of Defense and Department of Navy acquisition regulations and requirements (i.e. DoD 5000 and DoN 5000) to support BBG(X) program acquisition planning and execution.

For all tasks associated with Acquisition and Contract Management, the Contractor shall develop, update, and maintain program briefings and supporting documentation to include methodology, source information, and change tracking. The Contractor shall coordinate with other program stakeholders and tasks to prepare program briefs and presentations for senior leadership, Department of Defense officials, and Congress.

4.3.1 Acquisition Strategy/Acquisition Planning

The Contractor shall assist in the development of BBG(X) program acquisition strategies and shall assist in developing required plans, concept papers, white papers, and senior level briefings.

The Contractor shall provide support for associated action and milestone planning and tracking, project planning and progress, program metrics establishment and tracking, and active participation in designated meetings and milestone reviews.

4.3.2 Acquisition Data Calls

The Contractor shall support acquisition associated data calls for PMS 470 contracts to include development of responses and supporting documentation.

4.3.3 Acquisition, Statutory and Regulatory Reporting

The Contractor shall develop, update, and maintain all facets of program acquisition reporting. This includes program archives and supplementary/supporting information. The Contractor shall provide an audit of any changes in program reports from prior to current version.

The Contractor shall assist in the development, updating, and maintenance of program acquisition reporting documentation, including, but not limited to, Acquisition Program Baseline (APB) updates, APB performance checks (required at each budget submission), APB Change Reports, Program Deviation Reports, Defense Acquisition Executive Summary Reports (DAES), Selected Acquisition Report (SAR), Government Accountability Office (GAO) Assessments, GAO Budget Justification Reviews, and the Annual Assessment of Selected Weapons Program Report, and DoN Gate reviews.

The Contractor shall develop draft reports, coordinate responses, input data into relevant IT tools, and maintain all backup documentation and related documents. The contractor shall maintain change tracking and version control. The Contractor shall maintain access to Acquisition Reporting, and related business systems as necessary, to assist in the development of acquisition reporting.

The Contractor shall analyze statutory and regulatory reports relevant to the BBG(X) program and provide analysis and recommendations for budgetary and acquisition impacts resulting from legislative and statutory changes.

4.3.4 Milestone B Planning and Support

The Contractor shall develop, update, and maintain all facets of Milestone B planning. This includes developing all Plan of Action & Milestones (POA&Ms) and supplementary/supporting information. The Contractor shall be responsible for leading the development of documents as required, document flow ensuring all documents are routed to the correct individuals, advising the program office on processes for meeting Milestone B requirements, and reviewing all documents for accuracy. The Contractor shall provide regular updates on the progress of all documents.

4.3.5 Contract Administration Support

The Contractor shall provide contract administration support for PMS 470 contracts including, but not limited to:

development of documents, coordination and tracking of efforts between competencies, and development of products to support various data requests and reporting requirements. Areas of effort include, but are not limited to the contract modification process, contract data requirements list (CDRL) tracking process, Quarterly Program Review planning and execution, Award Fee Board (AFB) execution and review process, and Contractor Performance Assessment Report (CPAR) support.

4.3.5.1 Quarterly Program Review (QPR) Coordination

The Contractor shall assist in the planning, coordination, and execution of quarterly Program reviews at each BBG(X) shipyard, to include coordination with Supervisor of Shipbuilding offices, shipbuilders, and other stakeholders.

The Contractor shall maintain associated QPR documentation and briefs in support of the QPR process. 4.3.5.2 Award Fee Board Coordination The Contractor shall coordinate the Award Fee Board (AFB) review process in accordance with the terms and conditions of the applicable contracts.

The Contractor shall prepare and copy briefing materials based on Government inputs in support of the AFB process.

4.3.5.3 Contractor Performance Assessment Report (CPAR) Coordination The Contractor shall coordinate development of CPARs for BBG(X) applicable contracts in accordance with current CPAR guidelines.

The Contractor shall prepare and copy briefing materials based on Government inputs in support of the CPAR process.

4.3.5.4 SPS PR Development

The Contractor shall coordinate inputs for Procurement Request (PR) packages in support of BBG(X) contracts in accordance with Government direction. The Contractor shall assist in the preparation of PRs and related documentation to be entered into the Standard Procurement System (SPS) or similar Business IT system. The Contractor shall maintain access to SPS, and related business systems as necessary, to assist in the development of PRs.

4.3.5.5 Conformed Contracts and Tracking

The Contractor shall maintain conformed contracts annotated to note AMOD and PMOD changes for all shipbuilder, services, and prime contracts of the BBG(X) program office. This will necessitate working across multiple PMS 470 branches and associated support contractor(s) tasks.

The Contractor shall develop, update, and maintain a log of all executed contract modifications, including PMODs and AMODs, with summary of funding changes and description of modification purpose.

The Contractor shall track total Contract Line-Item Number (CLIN) & Sub Line-Item Number (SLIN) level ceilings and values, obligations, earned award fee, award fee pools, earned incentives, incentive pools, and contingency commitments as applicable to BBG(X) prime contracts.

The Contractor shall develop, update, and maintain CLIN/SLIN/ACRN trackers for each applicable BBG(X) contract to facilitate the contract modification process.

The Contractor shall develop, update, and maintain the CDRL tracker as well as the process. This includes routing of all CDRLs and consolidating all comments.

4.3.5.6 Configuration Control Board Coordination

The Contractor shall coordinate the Configuration Control Board (CCB) reviews in accordance with the CCB process.

The Contractor shall prepare and copy briefing materials based on inputs in support of the CCB process, assist with the development of Gate 4/5/6 Configuration Steering Board (CSB) briefings, and provide input to summarize the results and cost data from CCB for CSBs.

4.4 TASK 4 - BUSINESS AND FINANCIAL MANAGEMENT

The Contractor shall provide support to PMS 470 for overall management of business financial operations, cost estimation and analysis, planning, programming, budgeting, and execution of the BBG(X) shipbuilding program. The contractor shall comply with Planning, Programming, Budgeting, and Execution System (PPBES) cycles and support NAVSEA’s Financial Management Reviews, NAVSEA Execution Reviews, NAVSEA Comptroller data requests and initiatives, Audit Readiness and Compliance, and other similar data calls, to oversee compliance with financial policies and statutory requirements, using current software or web enabled processes to complete the reporting.

The Contractor shall support business and financial management tasking in all locations required, primarily the BBG(X) Program Office at the Washington Navy Yard.

4.4.1 Budget Formulation and Justification

4.4.1.1 Budget Exhibit Preparation and Submission

The Contractor shall provide financial and management support for BBG(X) budget development, documentation, revision, update, and associated reporting in compliance with Navy, Office of the Secretary of Defense (OSD), and President’s Budget (PB) submission timelines. The Contractor shall track and assess programmatic changes, cost changes, quantity changes, and budgetary implications for each submission cycle.

In so doing, the contractor shall possess and maintain expertise in budget related Information Technology (IT) systems and databases to include, but not limited to, the Programming and Budgeting Information System (PBIS) Database, PBIS Web, PDOCS, RDOCS, COBRA, and the Budget Planning System (BPS). The Contractor shall provide budgetary control monitoring, issue paper generation, and issue detail queries as needed using the PBIS Database. The Contractor shall support development and update of P-exhibits, R-exhibits, IT exhibits, and BOCS exhibits for the BBG(X) program using associated IT systems. The Contractor shall update and maintain the BPS for Outfitting and Post Delivery throughout the budget cycle.

The Contractor shall participate in reviews and maintain knowledge of technical and programmatic elements that impact program budget exhibits. The Contractor shall recommend solutions to challenges and implement Government approved solutions in budgetary documentation including supporting data.

The Contractor shall maintain supporting budgetary documentation used to track and defend budget submissions to resources sponsor (OPNAV), Navy Comptroller – Financial Management Branch (FMB), OSD Comptroller, and Congress.

4.4.1.2 Budgetary Analysis

The Contractor shall provide support for out-year budgetary forecasting, conducting cost analysis to determine and justify program positions and budgetary adjustments. The Contractor shall provide and analyze financial data to assist in developing accurate cost estimates for budget data calls, queries, potential adjustments, etc., based on the use of parametric tools, trend analysis, bottoms-up estimating, and subject matter expert opinion analysis. The Contractor shall conduct analyses, report financial risk, and advise the Government of strategies to mitigate the impact of financial risks to the program.

The Contractor shall develop, maintain, and provide assumptions, methodology, source data information, and findings to support associated budgetary analysis.

4.4.1.3 Program Objective Memorandum (POM)

The Contractor shall provide overarching budget and financial support for the POM process. The Contractor shall assist in research, development, preparation, and prioritization of POM program requirements and issues. The Contractor shall prepare relevant briefing material, back up material, and supplemental documentation to support program justification.

4.4.2 Government Furnished Equipment (GFE) Budget Support and Analysis

4.4.2.1 GFE Guidance

The Contractor shall develop, update, and maintain BBG(X) program 7300 guidance and standard operating procedures. The Contractor shall liaison with stakeholders to facilitate annual data calls, data collection, and analysis. In so doing, the contractor shall maintain proficiency in NAVSEA instructions and guidance for collection of GFE budgetary data. As guidance changes, the contractor shall identify impacts, challenges, and risks for the DDG(X) program.

4.4.2.2 Participating Acquisition Resource Manager (PARM) Review Support The Contractor shall participate in GFE PARM reviews. The Contractor shall analyze PARM data from actual financial performance (Navy ERP) and provide results at least 48 hours before the PARM review. The Contractor shall include identification of discrepancies, burn rate analysis, obligation, and expenditure analysis. The contractor shall maintain working knowledge of PARM systems, identifying concerns, risks, and issues that may impact the BBG(X) program.

The Contractor will identify, document, and track emergent requirements and potential identified savings for the program.

The Contractor will identify, track and assist in completion of financial-related action items from PARM reviews.

4.4.2.3 GFE Allocation Management

The Contractor shall liaison with stakeholders and assist in tracking GFE/PARM/system budgets, obligation phasing plans, and cash allocations to ensure alignment with program financial positions.

4.4.3 Task Planning

4.4.3.1 Task Planning System Proficiency

The Contractor shall provide expertise with the NAVSEA Enterprise Planning System (NEPS), or other approved task planning system of record, and all its functionality and shall assist technical managers and performing activities in the submission and update of Task Planning Sheets (TPSs).

4.4.3.2 Annual Task Planning Guidance

The Contractor shall assist in the development of annual task planning guidance for the BBG(X) program. This includes review of data fields, customized fields, and data selection options annually (at a minimum). The contractor shall develop and/or maintain BBG(X) specific task planning guidance and user guides and/or checklists. The Contractor shall assist in the solicitation of TPSs and facilitate/coordinate submissions by performing activities and task managers.

4.4.3.3 Task Planning Status Reports

The Contractor shall track and manage status of annual TPS inputs and provide TPS submission status reports to stakeholders.

4.4.3.4 Task Planning Reviews

The Contractor shall coordinate and facilitate TPS reviews with the business financial managers, technical managers, and performing activities. This includes real-time ability to review TPSs, analysis of historical financial performance by hull and/or task, provision of data to validate or challenge funding requests, documentation of action items, and action item follow up and completion. The Contractor shall also provide real-time ability to record allocation of resources to tasks and subtasks by fiscal year and/or hull.

4.4.3.5 TPS Management

The Contractor shall track TPS actions and follow up with stakeholders to ensure TPS data is current and aligned with task year funding requirements.

4.4.4 Requirements Allocation

The Contractor shall develop and maintain an allocation plan, by fiscal year of resources and task year of requirements, based on task planning discussion and validation. The Contractor shall liaison with technical managers and performing activities to relay allocations.

The Contractor shall assist in developing and providing allocation risk assessment guidance to technical managers and performing activities. The Contractor shall liaison with stakeholders to obtain risk assessments for under allocated tasking. The Contractor shall compile risk assessments and recommend adjustments to the BFM team based on impacts.

The Contractor shall liaison with BFMs to validate allocation of resources by fiscal year and/or hull.

The Contractor shall track changes in allocations to include amounts and explanations. The Contractor shall be able to provide history reports at a task level basis that explain any allocation changes over time. 4.4.5 Financial Execution

4.4.5.1 Navy ERP Proficiency

The Contractor shall leverage proficiency in Navy ERP and associated NAVSEA operating business rules to develop, update and maintain PMS 460 standard procedures, instructions, guidance, or local training relative to Navy ERP.

The Contractor shall conduct research and provide subject matter expertise to identify account system errors. The Contractor shall provide expertise and support for evolving Navy ERP functionality and business rules. The Contractor shall provide support in identifying Navy ERP best practices and providing recommendations in PMS 460 business processes.

4.4.5.2 Navy ERP Project Structures

The Contractor shall develop, update, and maintain program office documentation on BBG(X) budget structure logic and management.

The Contractor shall assist in the development, updating, and maintenance of program project structures in Navy ERP. The Contractor shall comply with General Equipment-Construction in Progress (GE-CIP), or other audit requirements, in budget structure management.

4.4.5.3 Funds Allocation Management

The Contractor shall assist in the management of budget allocations from FMB and the NAVSEA comptroller in the Navy ERP. The Contractor shall obtain and maintain Financial Accounting Data Sheet (FADS) records for budget allocations from FMB. The Contractor shall assist in preparing Funds Allocation Forms and supplemental data to support allocation and reallocation of funds in Navy ERP.

The Contractor shall track Navy ERP cash allocations and budgetary alignment and identify discrepancies and root cause.

4.4.5.4 Navy ERP Cost Planning

The Contractor shall develop, update, and maintain PMS 470 project structure cost planning guidance. The contractor shall liaison with stakeholders to ensure alignment with cost planning guidance.

The Contractor shall update and maintain Navy ERP Project Structure cost plans in accordance with program allocations and financial execution activities.

4.4.5.5 Funding Documents

The Contractor shall leverage proficiency in various accounting systems (e.g. Navy ERP, EDW, COBRA) to prepare funding documents or Procurement Requests (PRs) in accordance with Government approved funding plans to facilitate program execution. This includes gathering of requirement information (i.e. Billing Elements, POCs), preparation of statements of work and supporting documentation. The Contractor shall liaison with technical managers and performing activities to ensure documents are accepted and recorded accurately in the accounting system. The Contractor shall utilize Government approved NAVSEA comptroller checklists and comply with NAVSEA business rules while preparing funding documents to achieve minimal rejection rates.

The Contractor shall track and report status of financial transactions/funding documents from initiation of documents/requests through workflow until final acceptance, contract award, and/or approval. 4.4.5.6 Financial Phasing Plans The Contractor shall develop, update, and maintain obligation and expenditure phasing plans for the duration of the appropriated funds. The obligation and expenditure phasing plans shall align with the program allocation plan and annual spending targets. The Contractor shall use trend analysis and expert opinion in phasing plan development. The contractor shall conduct analysis, and report results on financial performance to plan.

The Contractor shall monitor obligations and expenditures and track status. The Contractor shall track actual performance against obligation and expenditure phasing plans as well as relevant Navy Comptroller (NAVCOMPT), OSD, or other benchmarks.

The Contractor shall conduct variance analysis on financial phasing plans and identify root cause for variances.

4.4.5.7 Financial Execution Coordination

The Contractor shall liaison with performing activities to obtain obligating documents and to verify spending requirements and associated information. The contractor shall monitor and forecast performing activity carryover across fiscal years.

4.4.5.8 Financial Execution Reporting

The Contractor shall assist in preparing responses to internal and external inquiries and requests for program financial performance information. The contractor shall provide financial status reports and assessments to identify program financial resources and shortfalls. The Contractor shall utilize and provide obligation and expenditure data to assist in data accumulation and analysis necessary for program inquiries or reporting.

The Contractor shall develop and/or maintain detailed execution reports that provide financial performance metrics at a task level. These reports include execution status and performance metrics aligned with task planning sheets and task allocations. The Contractor shall provide these reports to technical managers and supplement these reports with burn rate and trend analysis, as requested.

4.4.6 Account Reconciliation

The Contractor shall assist in the review and reconciliation of Unliquidated Obligations (ULOs), unmatched disbursements, and Negative Unliquidated Obligations (NULOs). The Contractor shall provide supporting documentation to justify necessary corrections.

The Contractor shall reconcile accounting discrepancies across multiple accounting systems, Defense Finance and Accounting Service (DFAS), and Defense Security Cooperation Agency (DSCA) billing offices. The Contractor shall assist in the Government’s reconciliation of financial transactions in legacy systems, ERP, and Paying Office records, and recommend corrective actions. The Contractor shall prepare all supporting documentation to justify the required corrections, interface with the NAVSEA comptroller, and submit documentation packages to resolve identified discrepancies.

The Contractor shall assist with financial reconciliation and closeout. The Contractor shall identify and report upon closing appropriations and assist in mitigating unliquidated balances for these accounts. The Contractor shall recommend corrective action for contracts or line items with conflicting data. The Contractor shall assist with the reconciliation of all funding documents to result in matching disbursements across all financial management systems (e.g. COBRA, Navy ERP, EDA).

4.4.7 Financial Performance Assessments

The Contractor shall conduct financial analysis (e.g. monthly burn rate analysis, multi-year historical performance) in support of program and/or performing activity reviews to include PARM reviews or Industry financial performance. The Contractor shall provide input to validate and/or challenge proposed costs and assess the cost impact of technical issues identified in the performing activity, PARM, or industry reviews.

4.4.8 Change Order Analysis

The Contractor shall develop, update, and maintain change order budget tracking by fiscal year and hull. The Contractor shall track, and report change order budgetary status to the program office and SUPSHIP to include initial change budget for each ship and any subsequent changes.

The Contractor shall evaluate holistic cost of proposed changes across the whole BBG(X) budget and identify impacts or risks prior to each change board. The Contractor shall provide analysis and coordinate responses to inquiries to support Change Board pre-briefs and Change Board meetings.

The Contractor shall track estimated and negotiated price of each change for each ship at each stage of approval in the change management process.

The Contractor shall track awarded changes and remaining balances, for each ship and by fiscal year, through each ship’s Obligation Work Limiting Date (OWLD).

4.4.9 Budget and Financial Data Calls

The Contractor shall provide assistance in researching and writing responses to comptroller, DASN, OPNAV, Congressional and other higher-level authority questions and inquiries. The Contractor shall support development, coordination, and/or review of time critical responses (e.g. reclama, briefings, impact/risk analysis), and provide support for time sensitive inputs for rapid responses thereto.

The Contractor shall assist with developing responses to internal and external inquiries and requests for program information (i.e. regular program execution reviews) to include supporting documentation.

4.4.10 Briefing Development and Support

Utilizing Microsoft PowerPoint and/or other briefing development software, the contractor shall develop, update, and maintain program briefings and supporting documentation to include methodology, source information, and change tracking. The Contractor shall prepare budget/program briefs and presentations for senior leadership, Department of Defense Officials and Congress.

4.4.11 Reporting

The Contractor shall provide detailed reports regarding program planning or status to include ship production progress, financial performance, or product areas for the Program Manager (PM), Deputy PM, Principal Acquisition Program Managers (PAPMs), and/or Branch Head use. The Contractor shall provide additional reports, as requested by the Government, to support task manager or performing activity data reviews. This includes researching and preparing inputs for Government review, performing quality assurance on deliverables, and providing assumptions and methodology to facilitate Government review and concurrence. This also includes identification of any issues or challenges that require program office attention and proposing resolutions to those issues or challenges.

4.4.12 Tool Set Proficiency

The Contractor shall support program office operations by accessing and understanding NAVSEA tools in the functional areas of budget, execution, and reporting. Financial tools include: Navy Enterprise Resource Planning (N-ERP), Business Warehouse (BW), Automated Document (AUTODOC), Enterprise Data Warehouse (EDW), Procurement Integrated Enterprise Environment (PIEE), Procurement Documentation (PDOCS), Research, Development, Test and Evaluation Documentation (RDOCS), Budget Object Classification System (BOCS), Program Budget Information System (PBIS), Computer Optimized Batch Reconciliation Application (COBRA), Congressional Information Management System (CIMS), and other associated tools approved by the Government.

4.4.13 Database Expertise

The Contractor shall utilize Microsoft Excel, Access, and other relevant/related database products to support large-scale data consolidation, analysis, and tracking. This includes, but is not limited to, the creation of various macro-enabled spreadsheets and databases to collect and display financial data.

4.4.14 Integrated Product Teams

The Contractor shall facilitate, support, and participate in Integrated Product Teams (IPTs) as needed to improve current documented or informal processes, resolve issues or challenges, or determine improvements for efficiency savings (e.g. time efficiencies, funding efficiencies).

4.4.15 Training, Process Documentation, and Improvement

The Contractor shall develop, update, and/or maintain standard operating procedures and training material for PMS 460 business and financial management processes. Standard operating procedures shall be detailed enough to provide an average user a step-by-step guide to complete a task/process. The Contractor shall review standard operating procedures for updates annually, at a minimum.

The Contractor shall support development and improvement of program processes required to effectively operate the business and financial management tasking for PMS 470. Process improvements may be tactical improvements, with effectiveness within three years, or strategic, with effectiveness anticipated in a timeframe greater than three years.

4.4.16 Records Management and Maintenance

The Contractor shall maintain electronic and electronic back up files of BBG(X) program financial history including final products, drafts, and supporting information. The Contractor shall employ effective configuration management processes for files to ensure ease of identification and usage. The Contractor shall support Government-defined filing procedures and maintain all records of financial transactions, financial history, and related documents.

The Contractor shall maintain financial records and funding execution history with related supporting documentation. The Contractor shall maintain execution documents and substantiating records and be able to provide in hard copy upon request.

4.5 TASK 5 - INTEGRATED PERFORMANCE ANALYSIS

The Contractor shall be the central point for the accumulation of cost and performance data, analyzing the data, projecting future trends, and developing a coherent, consistent narrative.

4.5.1 Accumulation of cost and performance data, including specialized expertise in Earned Value Management Systems (EVMS). EVMS is concerned with the establishment and maintenance of Systems, vice analysis of the data, those systems produce.

4.5.1.1 Data Identification & Gathering

The Contractor shall identify data/information necessary to create or validate cost models for estimating non-recurring/variable costs and recurring or fixed program costs for multiple purposes, such as to support Program Life Cycle Cost Estimates (PLCCEs), Service Cost Positions (SCPs), Acquisition Program Baseline (APB) updates, long-term program budget estimates, Program Objective Memoranda (POM) Inputs, or operating cost baselines. Scope of required data includes, but is not limited to, system development costs, system engineering costs, test and evaluation costs, ship design costs, ship construction costs, GFE system costs, system integration costs (physical and software), installation and removal costs, disposal costs, and infrastructure costs. The Contractor shall gather and assess relevant data to support estimating efforts.

4.5.1.2 Earned Value Management Systems (EVMS) Guidance

The Contractor shall assist with the development, implementation, and surveillance of earned value management systems (EVMS) to ensure compliance with applicable policies and provide the Program with reliable cost and schedule data.

4.5.1.2.1 EVMS Policy: The Contractor shall provide expertise on EVMS policy, including proposed policy changes, and shall assess program impacts resulting from policy guidance changes, and implement new guidance as required.

4.5.1.2.2 EVMS Surveillance: The Contractor shall assess, and track shipbuilder (or other Government vendor) corrective actions reports (CAR), corrective action plans (CAP), and analyze their progress and effectiveness.

4…