Performace Work Statement.pdf

PERFORMANCE WORK STATEMENT

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PROGRAM MANAGEMENT AND ANALYTICAL SUPPORT SERVICES FOR

THE UNITED STATES COAST GUARD (USCG) OFFICE OF DATA AND ANALYTICS

(CG-TECH-ODA)

16 January 2026

1.0 GENERAL

1.1 BACKGROUND

The strategic direction for the United States Coast Guard (USCG) is to align with the Department of Defense (DoD) Digital Modernization Strategy and the Joint Information Environment (JIE), aiming to secure cyber infrastructure, reduce IT infrastructure and associated costs, and enable long-term digital modernization planning. The USCG is actively engaged with critical DoD modernization objectives, including Joint Regional Security Stack (JRSS), Enterprise Collaboration and Productivity Services (ECAPS), Enterprise Mobility, Enterprise Cloud, and Artificial Intelligence (AI). In parallel, the Commandant’s Strategic Plan emphasizes the need for service readiness in a maritime domain characterized by increasing global complexity and connectivity, which requires investment in modern technology.

Technology is deeply integrated with all aspects of USCG performance, enabling the organization to execute its missions anytime and anywhere. As the USCG modernizes its Command, Control, Communications, Computer, Cyber, and Intelligence (C5I) services, it must also update its business and operational processes, as well as policies governing the creation, management, utilization, and storage of data. This modernization includes establishing mechanisms to monitor and control policy and governance for data management, treating data as an asset, and identifying and maturing an optimal Integrated Data Environment (IDE) to support effective budgeting and mission requirements.

The USCG, responsible for maritime operations and law enforcement activities, operates a fleet of cutters, aircraft, and boats to protect America's borders, ensure maritime safety and security, and enforce laws and regulations in U.S. waters. Like many large organizations with diverse and distributed missions, the USCG faces significant challenges in managing and utilizing the vast amounts of data generated by its operations. To address these challenges and maximize the agency’s use of data for positive mission outcomes, the Office of Data & Analytics (ODA) was established under the Chief Data and Artificial Intelligence Officer (CDAO), encompassing Data Analytics, Data Governance, and Data Integration functions. CG-ODA is developing an Integrated Data Environment (IDE) system called SURVEYOR, which will enable data transparency, integration, reduction of information silos, and collaboration among data users.

SURVEYOR will also provide capabilities for automation, auditing, publishing, and advanced analytics, supporting analysis, visualization, data governance, and decision-making across the enterprise, as well as data sharing with mission partners. To further enhance operations, CG- ODA must empower mission owners and end users to leverage emerging technologies such as artificial intelligence, machine learning, and predictive analytics. However, effective implementation of these technologies requires the development of appropriate business processes, infrastructure, talent, and expertise. This task order will support USCG Data Teams with data engineering, data stewardship, and business intelligence operations, enabling the development of analytical prototypes within the SURVEYOR environment and establishing an analytical enablement operational model to serve USCG Data Teams in the future.

1.2 SCOPE

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The Contractor shall provide all necessary personnel, management, and administrative services to meet the requirements of this Performance Work Statement for the United States Coast Guard (USCG). Under this Call Order, the Contractor will deliver services in the following areas:

change management and communications, strategic planning and analysis, business transformation and initiative management, process and performance improvement, data and IT architecture transformation, facilitation, coordination, documentation, and System Engineering Lifecycle (SELC) process support. These services are designed to support compliance and alignment with Department of Defense (DoD) digital modernization initiatives, as well as governance support, data readiness, and analytical services for the USCG Office of Data and Analytics (CG-ODA).

1.3 OBJECTIVE

The objective of this contract is to provide comprehensive program and analytics support to the Coast Guard Office of Data and Analytics (CG-ODA), enabling the United States Coast Guard (USCG) to achieve alignment with Department of Defense (DoD) digital modernization initiatives and the Joint Information Environment (JIE). This support encompasses change management and communications, strategic planning and analysis, business transformation and initiative management, as well as process and performance improvement, data and IT architecture transformation, and governance support. Through these services, the contract aims to facilitate the modernization of USCG’s Command, Control, Communications, Computer, Cyber, and Intelligence (C5I) capabilities, enhance data readiness and analytical services, and develop an Integrated Data Environment (IDE) system—such as SURVEYOR—to promote data transparency, integration, and advanced analytics. Ultimately, this contract will empower USCG Data Teams to leverage emerging technologies, improve operational efficiency, and maximize mission outcomes by establishing sustainable business processes, infrastructure, and governance for effective data management across the enterprise.

1.4 APPLICABLE DOCUMENTS

1.4.1 Compliance Documents

The following documents provide specifications, standards, or guidelines that must be complied with in order to meet the requirements of this contract:

DD Form 254, Contract Security Classification Specification 17 National Industrial Security Program Operating Manual (NISPOM), 32 C.F.R. Part 1 Federal Acquisition Regulation (FAR) Clause 52.204-2, “Security

Requirements (Mar 2021).”

Department of Homeland Security (DHS) MD 11042.1, “Safeguarding SBU/FOUO information.”

DHS Class Deviation 15-01 for proper handling and safeguarding of the security Management Directive 4300.1, Information Technology System

Security Policy and Management Directive 4300A for Sensitive but Unclassified (SBU) systems

Intelligence Community Information Technology Systems Security Risk Management, Certification and Accreditation, Intelligence Community Directive (ICD) 503

Password Management, per Intelligence Community Standard (ICS) 500-16, Removable Media Management

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Intelligence Community Standard (ICS) 500-18 Electronic Waste (E-Waste) Management and Disposal Intelligence Community Standard (ICS) 500-34

BLANKET PURCHASE AGREEMENT (BPA) 70Z02323A50000001

1.4.2 Reference Documents

The following documents may be helpful to the Contractor in performing the work described in this document:

Data Analytics Technical Authority COMDTINST 5402.5

1.5 PERFORMANCE REQUIREMENTS SUMMARY.

This contract includes a Performance Requirements Summary (PRS). The PRS plays an integral role in the administration of the contract. In addition to any applicable inspection clauses or other related terms and conditions contained in the contract, the PRS must serve as a primary tool for inspection and acceptance of services as facilitated by the Contracting Officer’s Representative (COR). Evaluation of the Contractor’s overall performance must be in accordance with the performance standards set forth in the PRS, and will be conducted by the COR. The PRS constitutes a material aspect of the contract and will not be changed or otherwise modified without prior written approval of the Contracting Officer.

2.0 SPECIFIC REQUIREMENTS/TASKS

2.1 Project Portfolio and Program Management

Provide comprehensive project management services, including liaison and management interface between USCG and Contractor personnel. Manage and coordinate designated project efforts, including business process reengineering, change management, and System Engineering Life Cycle (SELC) practices. Support routine project management activities, including facilitation of meetings, presentation support, risk and schedule documentation, and lessons learned. Develop and maintain a project pipeline and portfolio aligned with CG-ODA strategic priorities. Track, integrate, and oversee CG-ODA initiatives and projects to meet strategic objectives. Participate in directorate reviews and provide recommendations for enhancements.

2.2 Performance Measurement and Improvement

Measure and track project performance enterprise-wide, integrating project products and utilizing feedback for improvement. Research, identify, and implement industry-standard performance measurements and metrics, including business case analyses and risk factor matrices. Support process and performance improvement initiatives, including maintaining and improving methodologies and practices.

2.3 Strategic Planning and Analysis

Coordinate and support strategic planning and program evaluations, developing alternative pathway analyses linked to USCG Strategic Plan and DCMS Change Management goals.

Develop and maintain strategic plans, establishing linkages among mission, vision, goals, objectives, strategies, and performance management initiatives. Align organizational

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investments in people, technology, and capital to overall strategies. Assist in the development and articulation of strategic vision and corresponding business and performance measures.

2.4 Change Management and Communications

Develop and implement change management and communication plans to support CG-ODA initiatives. Create and execute communication strategies, tactics, and tools to inform stakeholders, increase engagement, and support business transformation. Develop communication deliverables such as briefs, brochures, stakeholder matrices, playbooks, videos, and presentations for various audiences. Conduct situational and environmental analyses, stakeholder analyses, and develop Communication Action Plans and key messages.

2.5 Business Transformation and Initiative Management

Support piloting and implementation of data management and governance frameworks for handling data assets. Evaluate business strategies, conduct business case and alternatives analyses, and provide recommendations for organizational improvement. Document best practices and lessons learned to encourage replication and process improvement across the enterprise.

2.6 System Engineering Lifecycle (SELC) and IT/Data Architecture Support Support SELC phases for major and minor systems, practicing agile methodologies and ceremonies. Coordinate and implement IT and data efforts aligned with DCMS Change Management strategy, including IT architecture strategy and oversight. Provide subject matter expertise and senior advisory support for IT and data-related implementations.

2.7 Data Strategy, Governance, and Fidelity

Contribute to the development and execution of the USCG Data Maturity Model, aligning with Federal, DHS, and DoD best practices. Assess and update USCG data governance and data management policies, identifying gaps and implementing corrective actions. Identify, document, and standardize business and operations processes for data fidelity. Work with USCG directorates to identify authoritative and trusted data, and develop methodologies for data ingestion into the Integrated Data Environment (IDE).

2.8 Data Platform Operations and Information Assurance

Contribute to technology strategy for enterprise data architecture implementation. Outline strategies for technical infrastructure, network connections, and common services on USCG platforms. Provide Information Assurance SME support for Authorization and Accreditation (A&A) and Risk Management Framework (RMF) compliance, including documentation and collaboration with CGCYBER.

2.9 Integrated Data Environment (IDE) Development and Support Support the identification, capture, and development of the IDE, including integration of USCG applications and enabling data sharing across platforms. Collaborate with IDE vendors to identify best practices and lessons learned, shaping future requirements and policies.

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2.10 Analytics, Business Intelligence, and Data Science

Support development of analytics strategy and roadmap, working with executive stakeholders and end-users to define and prioritize needs. Develop business intelligence features, data visualizations, dashboards, and conduct user acceptance testing. Provide data science expertise, including analysis of USCG datasets, and support for cognitive technologies such as AI, ML, and RPA.

2.11 Enterprise Analytics Enablement

Enable USCG Data Teams in data, analytics, and AI, including development of data pilots/prototypes and operational models. Provide business and technical assistance to newly established data teams, including support for data governance activities, data engineering, and advanced analytics solutions.

2.12 Risk Management

Develop and maintain comprehensive project risk and issue management programs, including tracking, categorization, and mitigation recommendations. Maintain a designated Risk Register for use in CG-ODA briefings.

2.13 Training and Stakeholder Support

Assess stakeholder needs and provide training and skill development resources for adaptation to best practices, methodologies, and technologies. Develop communication materials to help stakeholders understand and navigate data initiatives.

2.14 Surge Support

Provide additional surge support for strategic communications, data integration, data strategy and governance, and data team assistance as needed to address emerging requirements and build/enhance features quickly.

3.0 CONTRACTOR PERSONNEL

The Contractor shall provide qualified personnel to perform all requirements specified and awarded under this BPA and related BPA orders. All Contractor personnel shall be proficient in Microsoft Windows (including the Office 365/One Drive/Teams, Microsoft Project, and SharePoint), and demonstrate an ability to learn and utilize United States Coast Guard (USCG)-specific program management tools. Use of United States Coast Guard (USCG)-specific program and planning applications will be required. All Contractor personnel shall be able to:

read, write, speak, and understand, English.

Contractor personnel shall have relevant experience in meeting the requirements of this PWS, including experience with: program and project management, meeting facilitation, strategic communications, and organizational change management efforts. “Relevant experience” is considered providing direct support of the United States Coast Guard (USCG), or other Government agencies supporting missions related to defense, homeland security, or law enforcement.

3.1 Qualified Personnel

The Contractor must provide qualified personnel to perform all requirements specified in this

PWS.

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3.1.1 Project Manager Designee

The Contractor shall designate a senior-level Contractor employee on the BPA to be a Project Manager. This Project Manager shall be responsible for all Contractor work performed under this PWS. The Project Manager designee will perform his or her senior-level labor category work, along with the Project Manager work. The invoicing for this Project Manager will be done through whichever BPA order he or she is assigned to.

The Project Manager shall be a single point of contact for the Contracting Officer (KO) and the COR. The name of the Project Manager, and the name(s) of any alternate(s) who shall act for the Contractor in the absence of the Project Manager, shall be provided to the Government as part of the Contractor's quote. The Project Manager is further designated as Key by the Government.

During any absence of the Project Manager, only one (1) alternate shall have full authority to act for the Contractor on all matters relating to work performed under this contract. Additionally, the Contractor shall not replace the Project Manager without prior approval from the Contracting Officer and in accordance with the Homeland Security Acquisition Regulation (HSAR) clause 3052.215-70, “Key Personnel or Facilities”, contained in the BPA terms and conditions.

The Project Manager shall be available to the COR via telephone between the hours of 7:30 AM and 5:00 PM Eastern Time (ET), Monday through Friday, and shall respond to a request for discussion or resolution of technical problems within four (4) hours of notification.

The Project Manager shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) Project Management Professional (PMP) certification, Department of Homeland Security (DHS) mid-level Project Management certification, or equivalent certification, and

c) At least fifteen (15) years of relevant experience, or

d) At least twelve (12) years of experience with a Master’s degree or higher in Engineering, Business, or a related field.

The Project Manager shall also possess the following and clearly demonstrate these traits in his or her resume:

a) Ability to provide guidance and direction for executive level projects implementing:

initiative management principles, business process development, business re-engineering, and strategic business projects.

b) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

c) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

d) Ability to read and interpret Government policy, regulations, and directives, and to apply those interpretations when directed by the Project Manager or designee fully and legally to all PWS activities.

e) Ability to communicate effectively, both orally and in writing, with executive level personnel.

f) Ability to provide executive level coaching.

3.1.2 Senior Consultant or Equivalent

This position is designated as Key Personnel by the Government.

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The Senior Consultant shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) Project Management Professional (PMP) certification, Department of Homeland Security (DHS) mid-level Project Management certification, or equivalent certification, and

c) At least fifteen (15) years of relevant experience, or

d) At least twelve (12) years of experience with a Master’s degree or higher in

The Senior Consultant shall also possess the following and clearly demonstrate these traits in his or her resume:

e) Ability to provide guidance and direction for executive level projects implementing:

initiative management principles, business process development, business re-engineering, and strategic business projects.

f) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

g) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

h) Ability to read and interpret Government policy, regulations, and directives, and to apply those interpretations when directed by the Project Manager or designee fully and legally to all PWS activities.

i) Ability to communicate effectively, both orally and in writing, with executive level

j) Ability to provide executive level coaching.

3.1.3 Senior Business Consultant or Equivalent

The Senior Business Consultant shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) PMP certification, DHS mid-level Project Management certification, or Six Sigma Master Black Belt Certification, or equivalent certification, and

c) At least twelve (12) years of relevant experience, or

d) At least eight (8) years of experience with a Master’s degree or higher in Engineering, Business, or a related field.

The Senior Business Consultant shall also possess the following:

a) Ability to provide guidance and direction for executive level projects implementing:

change management principles, business process development, business re-engineering, and performance measurement.

b) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

c) Capable of assessing products and procedures for compliance with: government standards, accounting principles, internal controls, and multi-tiered system application standards.

d) Must be able to grasp inter-relationships between financial management requirements and automated business solutions, considering the current system environment and the potential integration of added systems concurrently or later.

e) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

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f) Ability to read and interpret Government policy, regulations, and directives, and to apply those interpretations directed by the Project Manager or designee fully and legally to all PWS activities.

g) Ability to communicate effectively, both orally and in writing, with executive level

h) Ability to provide executive level coaching.

3.1.4 Business Consultant or Equivalent

The Business Consultant shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) PMP certification, DHS mid-level Project Management certification, or equivalent certification, and

c) At least ten (10) years of relevant experience, or

d) At least eight (8) years of experience with a Master’s degree or higher in Engineering, Business, or a related field.

The Business Consultant shall also possess the following:

a) Ability to provide guidance and direction for multiple projects implementing: change management principles, business process development, business re- engineering, and performance measurement.

b) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

c) Must be able to assess products and procedures for compliance with: government standards, accounting principles, internal controls, and multi -tiered system application standards.

d) Must be able to grasp inter-relationships between financial management requirements and automated business solutions, considering the current system environment and the potential integration of added systems concurrently or later.

e) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

f) Ability to read and interpret Government policy, regulations, and directives, and to apply those interpretations as directed by the Project Manager or designee fully and legally to all PWS activities.

g) Ability to communicate effectively, both orally and in writing, with executive level

h) Ability to provide executive level coaching.

3.1.5 Management Consultant or Equivalent

The Management Consultant shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) PMP certification, DHS mid-level Project Management certification, or equivalent certification, and

c) At least ten (10) years of relevant experience, or

d) At least five (5) years of experience with a Master’s degree or higher in Engineering, The Management Consultant shall also possess the following:

a) Ability to provide: guidance and direction for multiple projects, implementing initiative management principles, business process development, business re- engineering, and strategic business projects.

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b) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

c) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

d) Ability to read and interpret government policy, regulations, and directives, and to apply those interpretations when directed by the Project Manager or designee fully and legally to all PWS activities.

e) Ability to communicate effectively, both orally and in writing, with executive level

f) Ability to provide executive level coaching.

3.1.6 Functional Consultant or Equivalent

The Functional Consultant shall possess:

a) A Bachelor’s degree in Engineering, Business, or a related field, and

b) PMP certification, DHS mid-level Project Management certification, or equivalent certification, or equivalent certification, and

c) At least six (6) years of relevant experience, or

d) At least five (5) years of experience with a Master’s degree or higher in Engineering, The Functional Consultant shall also possess the following:

a) Ability to provide guidance and direction implementing initiative management principles.

b) Ability to provide guidance and direction for multiple projects implementing initiative management principles.

c) Capability to manage projects of high complexity and to direct the completion of projects within estimated timeframes and resource constraints.

d) Ability to coordinate all parties to tasks and review work products for completeness, quality, and adherence to customer requirements.

e) Ability to conduct detailed research and analysis of technical data.

f) Ability to read and interpret Government policy, regulations, and directives, and to apply those interpretations as directed by the Project Manager or designee fully and legally to all PWS activities.

g) Ability to communicate effectively, both orally and in writing, with senior personnel.

3.1.7 Assistant Project Manager or Equivalent

The Assistant Project Manager shall possess:

a) An Associate’s degree in Engineering, Business, or a related field, and

b) At least four (4) years of relevant experience, or

c) At least three (3) years of relevant experience with a Bachelor’s degree or higher in

PMP certification or equivalent certification is highly desired, but not required.

The Assistant Project Manager shall also possess the following:

a) Experience with project management assistance, including execution, coordination, and tracking, on multiple projects.

b) Ability to conduct research and analysis of technical data.

c) Ability to read regulations and directives and to apply that knowledge as directed by the Project Manager or designee to PWS activities.

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d) Ability to communicate effectively, both orally and in writing.

3.2 Key Personnel

The following text is from the HSAR clause, “Key Personnel or Facilities”:

The personnel or facilities specified below are considered essential to the work being performed under this BPA and may, with the consent of the contracting parties, be changed from time to time during the course of the contract by adding or deleting personnel or facilities, as appropriate.

Before removing or replacing any of the specified individuals or facilities, the Contractor shall notify the Contracting Officer, in writing, before the change becomes effective. The Contractor shall submit sufficient information to support the proposed action and to enable the Contracting Officer to evaluate the potential impact of the change on this contract. The Contractor shall not remove or replace personnel or facilities until the Contracting Officer approves the change.

The Key Personnel under this BPA are: the Senior Consultant, Senior Business Consultant, Business Consultant and Project Manager.

3.3 Project Manager

See Section 3.1.1 of this PWS

3.4 Employee Identification

Contractor employees visiting Government facilities shall wear an identification badge that, at minimum, displays the Contractor name, the employee’s photo, name, clearance level and badge expiration date. Visiting Contractor employees shall comply with all Government escort rules and requirements.

3.4.1 Contractor employees visiting Government facilities must wear an identification badge that, at a minimum, displays the Contractor name, the employee’s photo, name, clearance-level and badge expiration date. Visiting Contractor employees must comply with all Government escort rules and requirements. All Contractor employees must identify themselves as Contractors when their status is not readily apparent and display all identification and visitor badges in plain view above the waist at all times.

3.4.2 Contractor employees working on-site at Government facilities must wear a Government issued identification badge. All Contractor employees must identify themselves as Contractors when their status is not readily apparent (in meetings, when answering Government telephones, in e-mail messages, etc.) and display the Government issued badge in plain view above the waist at all times.

3.4.3 Coast Guard Headquarters (CGHQ) utilizes a standardized entry protocol using Common Access Cards (CACs) for all Contractors requiring routine access to CGHQ to perform unclassified work.

3.5 Employee Conduct

Contractor’s employees must comply with all applicable Government regulations, policies and procedures (e.g., fire, safety, sanitation, environmental protection, security, “off limits” areas, wearing of parts of DHS uniforms, and possession of weapons) when visiting or working at Government facilities. The Contractor must ensure Contractor employees present a professional appearance at all times and that their conduct must not reflect discredit on the United States or the Department of Homeland Security. The Project Manager must ensure

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Contractor employees understand and abide by Department of Homeland Security established rules, regulations and policies concerning safety and security.

3.6 Removing Employees for Misconduct or Security Reasons

The Government may, at its sole discretion, direct the Contractor to remove any Contractor employee from USCG facilities for misconduct or security reasons. Removal does not relieve the Contractor of the responsibility to continue providing the services required under this BPA.

The Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee.

4.0 OTHER APPLICABLE CONDITIONS

4.1 SECURITY

4.1.1 Requirements for Handling Classified Information

The performance of this order will require the Contractor to access classified and Sensitive but Unclassified information. Classified information is Government information which requires protection in accordance with Executive Order 13526, “Classified National Security Information, and supplemental directives.

4.1.2 Clearance and Access

The Prime Contractor must possess at least a TOP SECRET Facility Clearance (FCL), and any subcontractors identify for approval to support classified-related tasks. Designated contractor employees must hold US citizenship and must possess Personnel Clearance (PCL) based on mission support: (1) SECRET PCL or (2) TOP SECRET PCL with eligibility to access Sensitive Compartmented Information (SCI) in accordance with ICD 704. Contractor employees shall maintain the appropriate PCL for the life of the contract and therefore the contractor will provide staff cleared at the appropriate level to perform the work. The contractor must provide a list of employees’ PCL with assigned functions to the COR. The contractor will advise the COR no later than five (5) business days prior to reassignments of personnel to other duties not associated with this order.

Access to all classified information is based on a strict need-to-know principle. Classification markings on the material to be furnished will provide the classification guidance necessary for the performance of this order. Cleared employees will access classified areas where classified information/systems are located. Access to classified information cannot be precluded by escorting personnel due to the nature of work. The contractor is required to frequently collaborate with Intelligence Community agencies and USCG Intelligence professionals at the SCI level and shall obtain a Joint Worldwide Intelligence Communications System (JWICS) account to facilitate collaboration and distribute products. Classified material will be held onsite at USCG secured locations/SCIF. These employees requiring TS//SCI access are specially designated in the Requirements Section. Other classified account includes the SECRET Internet Protocol router Network (SIPRNET). Information managed under the “NATO-SECRET” caveat may be accessible via SIPRNet and JWICS. Actual knowledge of, generation, or production of information under NATO handling caveats is not required for performance of this task order. A NATO security briefing and the requisite security read-on will be required due to NATO information residing on the SIRPNet and JWICS. The contractor shall not access, download or further disseminate any special access data (e.g. intelligence, NATO, etc.) outside the execution of the defined contract requirements.

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Contractor will also be required access to the Joint Management Network (JMN) / Joint Management System (JMS). JMS contains a Wiki that is a document repository that stores critical information to support the USCG migration to the Joint Regional Security Stack (JRSS). The contractor employees will require a SECRET PCL to receive a JMN accounts.

Contractor personnel shall possess the appropriate PCL to access Non-SCI. Contractor shall comply with all installation security requirements and all security regulations and directives for this task order. There is no requirement for the Contractor to process or store classified information at company own facilities.

4.1.3 TS/SCI Access Requirements

Contractor personnel assigned to work in the USCG Sensitive Compartmented Information Facility (SCIF) must possess a TS//SCI for the life of the task order. A number of SCI billets will be based on individual sponsor requirements (justified in writing as applicable) for technical and administrative support. Names of contractor employees requiring access to USCG SCI billets will be submitted to the assigned COR approval. SCI nomination packages meeting the requirement as outlined in USCG policy reference, shall be forwarded to the servicing USCG SSO for processing. All contractor personnel requiring access to SCI, as part of this order, must be approve and indoctrinate by USCG. A counterintelligence polygraph is required to support certain task actions.

4.1.4 Security Deliverables

The contractor is responsible for controlling and safeguarding CUI information in accordance with reference (d). Contractor shall provide an OPSEC Plan detailing how Sensitive but Unclassified Information material will be handled, discussed, disseminated and protected by their employee within 30 calendar days after call order award.

4.1.5 Security Briefing Training Plans

Contractor shall provide a Training Plan detailing how procedures are implemented for employee’s security briefings and certification that appropriate employees have executed a current SF-312 within thirty (30) calendar days after call order award.

4.1.6 Sensitive Information Requirements

Contractor shall protect all sensitive information (e.g. FOUO, PII, etc.) to which they have access under this order. This data may be assessable through IT networks or documentation review. The Contractor shall not use or redistribute any sensitive information processed, stored, and/or transmitted by the Contractor except as specified in the order.

All Contractor employees with access to sensitive information shall execute DHS Form 11000-6, Department of Homeland Security Non-Disclosure Agreement (NDA), as a condition of access to such information. The Contractor shall maintain signed copies of the NDA for all employees as a record of compliance. The Contractor shall provide copies of the signed NDA to the Contracting Officer’s Representative (COR) no later than two (2) business days after execution of the form.

Further, sensitive information shall be protected in accordance to reference (e) as defined in the terms and conditions of this order.

Any access to data, categorized as Controlled Unclassified Information (CUI), shall adhere to the servicing DoD guidance to handle such information.

4.1.7 System Requirements

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The Contractor shall adhere to all relevant USCG, and DHS security (i.e., software, network, and physical) policies and procedures.

4.1.8 Information Technology Security Awareness Training

The Contractor shall comply with all applicable requirements to access federal government IT systems. Contractors shall take the Information Technology Security Awareness Training before accessing information under this task order. This training shall be completed on an annual basis by all Contractor personnel working under this PWS not later than October 31st of each year. Any new Contractor employees assigned to the task order shall complete the training before accessing sensitive information under the task order. This training is accessible at http://www.dhs.gov/dhs-security-and-training-requirements-contractors. Training certificates are to be provided to the COR within thirty (30) calendar days of task order award.

4.1.9 Protection and Proprietary Information

Contractor access to information protected under the Privacy Act is required under this PWS. Contractor employees shall safeguard this information against unauthorized disclosure or dissemination in accordance with the law and Government policy and regulation.

If contractor access to proprietary information submitted by other contractors is required under this PWS, a contractor that gains access to proprietary information of other companies in performing advisory and assistance services for the Government must agree with the other companies to protect their information from unauthorized use or disclosure for as long as it remains proprietary and refrain from using the information for any purpose other than that for which it was furnished. The Contractor shall furnish the contracting officer copies of these agreements and ensure that they are properly executed.

4.2 PERIOD OF PERFORMANCE

The period of performance for this contract is 4 months and 9 days from the date of award.

4.3 PLACE OF PERFORMANCE

The places of performance will be:

1. U.S. Coast Guard Headquarters, Douglas A. Munro Headquarters Building, Washington, D.C (PRIMARY)

2. U.S. Coast Guard, 7323 Telegraph Rd, Alexandria, VA

3. Additional U.S. Coast Guard locations for temporary travel and meetings as requested and approved by the Contracting Officer’s Representative (COR)

4. Telework and/or remote options are available upon approval by the COR.

4.4 HOURS OF OPERATION

Contractor employees must generally perform all work between the hours of 0730 and 1700 EST, Monday through Friday (except Federal holidays). However, there may be occasions when Contractor employees must be required to work other than normal business hours, including weekends and holidays, to fulfill requirements under this PWS.

4.5 TRAVEL

Contractor travel may be required to support this requirement. All travel required by the Government outside the local commuting area(s) will be reimbursed to the Contractor in accordance with FAR 31.205-46, Travel Costs. The Contractor must be responsible for obtaining COR approval (electronic mail is acceptable) for all reimbursable travel in advance of each travel event.

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4.6 POST AWARD CONFERENCE

The Contractor must attend a Post Award Conference with the Contracting Officer and the COR no later than 05 business days after the date of award. The purpose of the Post Award Conference, which will be chaired by the Contracting Officer, is to discuss technical and contracting objectives of this contract and review the Contractor's draft project plan. The Post Award Conference will be held at the Government’s facility, located at 2703 Martin Luther King Jr Ave SE, Washington D.C. 20593 or via teleconference.

4.7 PROJECT PLAN

The Contractor must provide a draft Project Plan at the Post Award Conference for Government review and comment. The plan, at a minimum, must include: (a) list of work to be performed;(b) project schedule; (c) description of intended results; (d) role of key personnel, if applicable and

(e) how quality of service (project) will be maintained throughout life of contract. The Contractor must provide a final Project Plan to the COR not later than 03 business days after the Post Award Conference.

4.9 PROGRESS REPORTS

The Project Manager must provide a monthly progress report to the Contracting Officer and COR via electronic mail. This report must include a summary of all Contractor work performed, including a breakdown of labor hours by labor category, all direct costs by line item, an assessment of technical progress, schedule status, any travel conducted and any Contractor concerns or recommendations for the previous reporting period.

4.10 PROGRESS MEETINGS

The Project Manager must meet with the COR on a monthly basis to discuss progress, exchange information and resolve emergent technical problems and issues. These meetings must take place at the Government’s facility or via a teleconference.

4.11 GENERAL REPORT REQUIREMENTS

The Contractor must provide all written reports in electronic format with read/write capability using applications that are compatible with DHS workstations (Microsoft Office Applications).

4.12 INTELLECTUAL PROPERTY

All Contractor developed processes and procedures and other forms of intellectual property first developed under this BPA and/or its calls shall be considered Government property. All documentation and electronic data and information collected by the Contractor and entered into or generated in support of this BPA and/or its calls shall be considered Government property, and shall be returned to the Government at the end of the period of performance.

4.13 PROTECTION OF INFORMATION

Contractor access to proprietary information is required under this BPA. Contractor employees shall safeguard this information against unauthorized disclosure or dissemination in accordance with DHS Management Directive (MD) 11042.1, Safeguarding Sensitive but Unclassified (SBU) Information. SBU includes information categorized by DHS or other Government agencies as:

For Official Use Only (FOUO); Official Use Only (OUO); Sensitive Homeland Security Information (SHSI); Limited Official Use (LOU); Law Enforcement Sensitive (LES); Safeguarding Information (SGI); and any other identifier used by other Government agencies to categorize information as sensitive but unclassified. The Contractor shall ensure that all Contractor personnel having access to business or procurement sensitive information sign a non-disclosure agreement (DHS Form 11000-6).

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The Contractor shall continue to ensure employees safeguard this information when the new Controlled Unclassified Information (CUI) framework replaces the sensitive but unclassified (SBU) categorization.

4.14 SECTION 508 COMPLIANCE

Pursuant to Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d) as amended by Public Law 105-220 under Title IV (Rehabilitation Act Amendments of 1998) all Electronic and Information Technology (EIT) developed, procured, maintained and/or used under this contract shall be in compliance with the “Electronic and Information Technology Accessibility Standards” set forth by the Architectural and Transportation Barriers Compliance Board (also referred to as the “Access Board”) in 36 CFR Part 1194. The complete text of Section 508 Standards can be accessed at http://www.access-board.gov/ or at http://www.section508.gov.

5.0 GOVERNMENT FURNISHED RESOURCES

The Government will provide sufficient workspace, standard office equipment, and standard office supplies, necessary to perform the on-site portion of Contractor services. The Contractor shall be responsible for returning all Government furnished resources to the COR in good working condition, subject to normal wear and tear

6.0 CONTRACTOR FURNISHED PROPERTY

The Contractor shall furnish all: facilities, materials, equipment, and services, necessary to fulfill the requirements of this order, except for the Government Furnished Information and Government Furnished Property previously noted.

7.0 GOVERNMENT ACCEPTANCE PERIOD

The COR will review deliverables prior to acceptance and provide the contractor with an e-mail that provides documented reasons for non-acceptance. If the deliverable is acceptable, the COR will send an e-mail to the Contractor, providing notification that the deliverable has been accepted.

7.1 The COR will have the right to reject or require correction of any deficiencies found in the deliverables that are contrary to the information contained in the Contractor’s accepted proposal. In the event of a rejected deliverable, the Contractor will be notified in writing by the COR of the specific reasons for rejection. The Contractor may have an opportunity to correct the rejected deliverable and return it per delivery instructions.

7.2 All other review times and schedules for deliverables must be agreed upon by the parties based on the final approved Project Plan. The Contractor must be responsible for timely delivery to Government personnel in the agreed upon review chain, at each stage of the review. The Contractor must work with personnel reviewing the deliverables to assure that the established schedule is maintained.

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8.0 DELIVERABLES

The Contractor must consider items in BOLD as having mandatory due dates. Items in italics are deliverables or events that must be reviewed and/or approved by the COR prior to proceeding to next deliverable or event in this PWS.

ITEM

PWS

REFERENCE

DELIVERABLE / EVENT DUE BY

DISTRIBUTION

1 4.6 Post Award Conference NLT five (5) business days after award.

N/A

2 4.6, 4.7 Draft Contractor Project Plan

Due at Post Award Conference

COR,

Contracting Officer

3 4.7 Final Contractor Project Plan

NLT three (3) business days after receipt of Government comments on Draft Project Plan

COR,

Contracting Officer

4 4.9 Progress Reports

Monthly and due NLT the fifth (5th) business day of the following month

COR,

Contracting Officer

5 4.1.2 Notification of Personnel Reassignment

NLT five (5) business days prior to reassignment

COR

6 4.1.4 OPSEC Plan NLT thirty (30) calendar days after award.

COR,

Contracting Officer

7 4.1.5 Security Briefing Training Plan

NLT thirty (30) calendar days after award.

COR,

Contracting Officer

8 4.1.6 DHS Form 11000-6 –

DHS NDA

Copies of completed forms NLT two (2) business days after completion

COR

9 4.1.8 Information Technology Security Awareness Training Certificates

NLT thirty (30) calendar days after award

COR

10 2.1.1 Gap Analysis Reports As designated by the COR COR

11 2.1.1 Best Practices & Lessons Learned Reports

As designated by the COR COR

12 2.1.1 Deficiency Analysis and Correction Roadmaps

As designated by the COR COR

13 2.1.1 Data Connection Plan of Action Reports

As designated by the COR COR

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ITEM

PWS

REFERENCE

DELIVERABLE / EVENT DUE BY

DISTRIBUTION

14 2.1.1 IDE Use Cases Best Practices Reports

As designated by the COR COR

15 2.1.1 Internal and External Client Communications

As designated by the COR COR

16 2.1.1 Development and Maintenance of Strategic Plans

As designated by the COR COR

Updated 6/24/15

9.0 PERFORMANCE REQUIREMENTS SUMMARY (PRS).

The PRS establishes key elements of Contractor performance that represent “mission essential” service requirements, which are identified in the table below in the “Service Output” column. The “Performance Objective” column represents the standard against which Contractor performance will be measured in relation to accomplishment of the corresponding service output. The performance objective or “standard” describes the minimum acceptable level of service by the Contractor for satisfactory performance. The “Acceptable Quality Level (AQL)” column displays the maximum allowable deviation from the performance objective, which, if exceeded, evokes the negative incentive specified in the table below.

Service Output Performance Objective Acceptable Quality Level

(AQL)

Positive Incentive Negative incentive

1. Office of Data and Analytics Support (PWS 2.0)

90% on time delivery (unless the Government causes a delay)

90% Continuation of contract

Termination of contract