PERFORMANCE WORK STATEMENT (PWS)

US-UK SUPPORT CONTRACT (FMS CASE: UK-P-FDI)

1.0 DESCRIPTION OF WORK & EXECUTIVE SUMMARY

1.1 Executive Summary

In support of United States Fleet Forces Command (USFFC), the Contractor shall provide direct support to the United States–United Kingdom (US-UK) Enhanced Cooperation on Carrier Operations and Maritime

Power Projection efforts. This work is defined in the Statement of Intent regarding Enhanced Cooperation on Carrier Operations and Maritime Power Projection (hereafter referred to as ‘SOI’) signed on 28 March

2023 by the U.S. Secretary of Defense [SECWAR] and the UK Secretary of State for Defence, supporting the recognized critical necessity for enduring and robust interoperability between the carrier and expeditionary strike forces of both nations.

The USFF N75 SOI Support Cell, comprised of contractor support, coordinates all aspects of support to the

UK's carrier strike development efforts. Specific support shall be provided to:

• The 3-star Executive Oversight Council (EOC).

• The 2/3-star Joint Executive Committee (JEC), as directed by the JEC co-leads.

• The eight (8) subordinate Working Groups (WGs) established by the SOI.

The Contractor shall lead U.S. coordination and planning for the United States Navy (USN) and United

States Marine Corps (USMC) on continued UK aircraft carrier maritime interoperability efforts. This includes:

• Deployed operations.

• At-sea and ashore training exercises.

• Synthetic training advancements.

• Uncrewed capability development.

• Future US-UK combined operational deployments of the UK’s QUEEN ELIZABETH CLASS (QEC) carriers, where agreed upon by senior Office of the Secretary of Defense (OSD) and UK Ministry of

Defence (MOD) leadership.

Additionally, direct support shall be provided to the USFFC Deputy Commander, Headquarters Marine

Corps (HQMC), the Royal Navy (RN), the Royal Air Force (RAF), the UK’s Carrier Cooperation team in

MOD, and the Deputy Undersecretary of the Navy for Policy (DUSN-P).

The Contractor shall continue to provide analysis on US-UK maritime interoperability issues, barriers for resolution, and themes to achieve interoperability-to-interchangeability goals to senior DoD, MOD, USN, USMC, RN, and RAF leadership.

1.2 Bilateral Maritime Interoperability Initiatives

In support of USFF, the Contractor shall provide direct support to the Chief of Naval Operations (CNO), the Commandant of the Marine Corps (CMC), and the Royal Navy’s First Sea Lord (1SL) Delivering

Combined Seapower (DCS) bilateral maritime interoperability initiative.

• The SECDEF (SECWAR)-signed Carrier Cooperation SOI informs DCS Line of Effort 1 (LOE 1, Carrier Strike).

• The Contractor-led USFF N75 SOI Support Cell is responsible for the preparation of material and presentations at the annual 3-star led DCS Staff Talks, as well as preparation for the annual 4-star

Azimuth Check.

As directed by the EOC and JEC (with USFF concurrence), assistance shall be provided to facilitate the exchange of information under existing agreements, identify opportunities for effective cooperation, and engage in activities that enhance the ability of the UK and U.S. to integrate and operate effectively in the maritime environment.

Assistance and coordination shall be provided to ensure that national efforts in the generation, training, operation, and sustainability of U.S. and UK aircraft carrier and large-deck amphibious ship forces are harmonized, effective, and interoperable to the maximum extent directed by senior UK and U.S. leadership.

The Contractor shall ensure detailed knowledge is shared and integrated across all SOI Working Groups, the DoD, and the MOD to enhance decision-making and coordination by senior leadership.

2.0 SPECIFIC RESPONSIBILITIES & CONTRACTOR TASKS

2.1 Specific Responsibilities

• Staff Leadership: Contractor support located at USFFC in Norfolk, VA, shall serve as the overall SOI

Support Cell Staff Lead, providing support to the EOC, JEC, and all SOI Working Groups, as well as the USN, USMC, RN, RAF, and MOD staffs. Monthly updates shall be provided to leadership within the MOD's Carrier Cooperation office and the U.S. Government contract official responsible for the

US-UK FMS case.

• Coordination and Visits: The USFF-based SOI Support Cell Lead shall provide coordination, consolidation, and collated guidance to senior leadership on overall SOI Working Groups, including policy issues. The Support Cell shall facilitate MOD/RAF/RN visits (including Distinguished Visitors) to the U.S. and shall attend (within the FMS travel budget) UK-based meetings related to the U.S.-UK

SOI or DCS LOE 1.

• Bilateral Relations Support: The Support Cell Lead shall support USN (including OPNAV) participation in related U.S.-UK bilateral defense relationships by providing policy analysis and advice in the development of U.S. and USN cooperation and security policies.

• Action Officer Duties: The USFF SOI Lead shall serve as the Action Officer for the Deputy

Commander, U.S. Fleet Forces, in areas of US-UK interoperability, including F-35 capabilities (up to the TS/SCI and SAP levels). The SOI Support Cell shall provide lead support for the SOI Working

Groups: Policy, Operations and Plans, Ship Air Integration, Logistics and Maintenance, Equipment, Weapons, Training, and C5ISR.

• Deployment Planning: The Support Cell serves as the planning and coordinating lead for USFF on

US-UK maritime interoperability opportunities, including deployments of the UK aircraft carriers

HMS QUEEN ELIZABETH (QNLZ) and HMS PRINCE OF WALES (PWLS). This includes gathering, analyzing, and reporting lessons learned.

• HQMC Liaison: The Support Cell shall coordinate with HQMC Aviation (DCA) and HQMC Plans, Policy, and Operations (PP&O) in the Pentagon, and Fleet Marine Headquarters (MARFORCOM and

MARFORPAC) on all matters pertaining to the USMC and the Carrier Cooperation SOI (including F-

35B, rotary-wing, tilt-rotor, unmanned aircraft, cross-deck opportunities, and Marines in support of amphibious operations).

2.2 Program & Administrative Support Requirements

The Contractor shall deliver program, administrative, technical, and operational SME assistance to the JEC, EOC, and active Working Groups in the continued development and force generation of the UK’s Carrier

Strike capability. This includes:

• Administrative support to the EOC, JEC, and all eight Working Groups.

• Arrangement and facilitation of approved SOI meetings and working groups.

• Preparation, collation, and distribution of presentations, briefs, papers, and recorded meeting minutes.

• Maintenance of EOC/JEC-endorsed task plans and a Carrier Strike Program Risk Register.

• Technical awareness of platforms, including F-35 (including SAP level), QEC carriers, MV-22, rotary-wing, unmanned platforms, and other shipboard and aviation capabilities.

• Post-deployment and post-exercise debrief analysis to capture and disseminate operational lessons learned.

• Maintenance of a secure bilateral data repository.

• Continuous liaison with stakeholders including CSG-4, CSG-15, SURFOR, SURFLANT, AIRFOR, AIRLANT, NWC, MCWL, ONR, OPNAV N95/N98, F-35 JPO, TTGL, TTGP, SPAWAR, NWDC, NAWDC, MAWTS, and operational commands.

• Coordination with the RN Enhanced Carrier Cooperation Liaison Officer (ECCLO) at USFF and

USFF TYPE COMMANDERS (TYCOMS) for personnel exchange initiatives.

2.3 Contractor Requirement

The contractor support will be comprised of two (2) full-time equivalents, 1912 hours per year. Rather than executing tasks within individual WGs, they will coordinate, facilitate, and track activities across the entire governance framework—acting as the central administrative and operational connection between the WGs, the JEC, and the EOC.

2.3.1 Senior Support Contractor

• Qualifications

• Experience:

• Extensive experience in military operational and strategic planning, preferably within the U.S.

Navy or Marine Corps.

• Proven experience working in or with joint, inter-agency, and multinational environments, with a strong preference for experience in US-UK defense cooperation (to include Royal Navy and Royal

Air Force).

• Demonstrated ability to synthesize complex information from multiple sources and provide concise, strategic advice to senior leadership (3-star level and above).

• Experience with U.S. National Disclosure Policy (NDP-1) and facilitating technical disclosure processes.

• Skills:

• Exceptional leadership and communication skills, with the ability to lead the development and quality control of high-level presentations and briefings.

• Strong analytical and problem-solving skills to identify and resolve policy, security, and disclosure issues.

• Expertise in naval operations, carrier strike group capabilities, and aviation integration (including

F-35, rotary-wing, and unmanned systems).

• Proficient in stakeholder engagement and liaison, with the ability to build and maintain relationships with foreign counterparts.

• Clearance Level Required: Must be able to obtain and maintain an active Top Secret/Sensitive

Compartmented Information (TS/SCI) clearance with eligibility for Special Access Program (SAP) access, specifically for the F-35 program.

• Task Area 1.1: Governance Integration & USFF DCOM Facilitation

• Synthesize outcomes, initiatives, and hurdles from all eight Working Groups to advise the USFF

DCOM on bilateral posture, program risks, and strategic opportunities.

• Lead the development, structural organization, and quality control of technical presentations and briefings destined for the JEC Co-Chairs, EOC principals, and OPNAV senior leaders.

• Maintain continuous liaison with UK Royal Navy counterpart integration staffs to align U.S. and

UK expectations ahead of formal meetings.

• Monitor policy, security, or disclosure friction points emerging from the WGs, and develop recommended courses of action for JEC-level resolution.

• Task Area 1.2: Cross-Working Group Operational Integration and Brief Preparation

• Actively participate as an integrator in all eight Working Groups to identify interdependencies, redundant efforts, or gaps.

• Connect developments in technical working groups (such as C5ISR and Weapons) to operational planning timelines within the Operations and Plans WG.

• Track and facilitate technical disclosure processes (such as F-35B sensor data sharing and weapon clearances) through U.S. National Disclosure Policy (NDP-1) channels.

2.3.2 Administrative Support Contractor

• Qualifications

• Experience:

• Significant experience in providing administrative and logistical support in a professional, high-tempo environment, preferably within the Department of Defense.

• Proven experience coordinating meetings and events, including managing schedules, logistics

(physical and virtual), and visitor access for secure government facilities.

• Demonstrated experience in official recordkeeping, including drafting formal meeting minutes, tracking action items, and managing official correspondence.

• Experience managing and maintaining secure document repositories and tracking progress against established metrics.

• Skills:

• Excellent organizational and time-management skills, with the ability to manage multiple competing priorities.

• High proficiency with office productivity software, including Microsoft Office Suite (Word, PowerPoint, Excel), and secure video teleconferencing (SVTC) systems.

• Meticulous attention to detail for tasks such as preparing and standardizing presentation packages and maintaining tracking systems.

• Strong written and verbal communication skills for proactive engagement with U.S. and UK stakeholders.

• Clearance Level Required: Must possess and maintain an active Secret clearance.

• Task Area 2.1: JEC, EOC, and Working Group Meeting Coordination

• Manage scheduling, calendar invitations, and logistics for all JEC meetings, EOC meetings, and routine/ad-hoc sessions for all eight Working Groups.

• Coordinate physical and virtual meeting venues, including base access, security clearance transfers

(JPAS/DISS), visitor authorization letters, and secure video teleconferencing (SVTC) connectivity.

• Maintain a consolidated bilateral calendar tracking all scheduled WG meetings, exercises, staff talks, and major milestones.

• Task Area 2.2: Recordkeeping, Minutes, and Action Tracking

• Attend JEC, EOC, and Working Group meetings, as required, to draft comprehensive, formal meeting minutes, decision memorandums, and official records of proceedings.

• Establish and maintain a secure, centralized Master Action-Item Tracking System to document all tasks assigned during JEC, EOC, and WG meetings.

• Proactively engage with U.S. and UK Working Group co-chairs to track pending deliverables and action items.

• Task Area 2.3: Briefing Consolidation & Dashboard Management

• Collect, merge, and visually standardize briefing slides from all eight Working Groups to compile integrated presentation packages.

• Administer and collect periodic progress updates using Carrier Cooperation Statement of Intent

Implementing Arrangement (IA) Annex K Indicative WG Reporting Template.

• Manage the master Measures of Effectiveness (MOE) Matrix (Annex B of the Carrier Cooperation

Statement of Intent Implementing Arrangement (IA)), updating progress indicators.

• Manage a secure, shared bilateral document portal to host signed charters, historical briefings, minutes, and rosters.

2.3.3 Technical Assistance & Documentation

The Contractor shall provide technical assistance and documentation support for:

• The eight SOI Working Groups.

• Post-meeting actions, including POA&Ms and timelines for interoperability issue identification.

• QEC Carriers, UK Lightning Force, CVN, L-Class, and Air Wing visits.

• UK personnel in the U.S. on the Non-Reciprocal Exchange (NRE) program.

3.0 PLACE OF PERFORMANCE

Work shall be accomplished primarily on-site at:

• U.S. Fleet Forces Command: 1562 Mitschner Ave, Suite 250, Norfolk, Virginia 23551.

3.1 Performance Guidelines

• Telework: Work may be performed at approved teleworking locations. Contracting Officer

Representative approval is required for all telework. Authorization for telework will not incur any additional cost to the government.

• Alternate Locations: Contractor staff may be assigned on-site to various Government locations or other Fleet commands as required.

• Working Hours: The Contractor shall be available during the local core hours of 0900 and 1500, Monday through Friday (excluding Federal Holidays) and may flex work around those core hours.

Normal working hours at the Government facility are between 0730 and 1700.

4.0 GOVERNMENT PROPERTY

4.1 Government Furnished Information (GFI)

The Government will provide access to data and information required for the execution of this effort.

• Initial delivery of required GFI to support this effort shall be provided within fifteen (15) working days from the date of contract award.

• Subsequent identification of required GFI may necessitate a GFI request by the Contractor. Each request will be either in writing or by electronic mail and directed to the Contracting Officer’s

Representative (COR) with an info-copy to the Contracting Officer. After validating the request, the

COR will locate and deliver the information within ten (10) working days or notify the Contractor if additional time is required.

• The Contractor shall coordinate all requests for additional financial, technical, or contractual information with the COR.

• The Contractor shall acknowledge receipt of all GFI (excluding materials downloaded from websites) in writing or by electronic mail to the COR within five (5) working days after receipt.

• All GFI shall be returned to the forwarding Government agency when the effort is completed, or if directed by the COR.

4.2 Contractor Furnished Equipment

Not Applicable. The Contractor shall not perform off-site tasks using their own facilities and automation resources.

4.3 Government Furnished Property (GFP)

• Navy Marine Corps Intranet (NMCI) Access: Access to NMCI will be made available at

Government locations. The Government will furnish designated Contractor personnel with appropriate access and equipment to the required USN unclassified/classified systems.

• Equipment Access: The Government will provide administrative support hardware and software to

Contractor personnel located at Government sites. This includes workspace, workstations (desk, chair, and personal computer), and Local Area Network (LAN) computer connections.

• Operational Systems: The Government will provide access to operations and tactical systems, analytic hardware, and software required to support specific missions.

• Office Utilities: The Government will provide utilities, heating and air conditioning, telephone service, and office supplies for use during contract performance.

5.0 GENERAL REQUIREMENTS

5.1 Travel Requirements

Performance under this contract requires travel by Contractor personnel. If travel, domestic or overseas, is required, the Contractor is responsible for making all needed arrangements for their personnel, including but not limited to: Medical Examinations, Immunization, Passports, Visas, etc., and Security Clearances.

• Travel Authorization: All travel will be reviewed and approved by the COR prior to any costs being incurred.

• Boarding Authorization: All Contractor personnel required to perform work on any U.S. Navy vessel must obtain boarding authorization from the Commanding Officer of the vessel prior to boarding.

• Travel Policy: The Government will reimburse the Contractor for allowable travel costs incurred in performance of the contract and determined to be in accordance with FAR subpart 31.2, subject to the following provisions: Travel required for tasks assigned under this contract shall be governed in accordance with rules set forth for temporary duty travel in FAR 31.205-46.

• Non-Reimbursable Travel: Travel performed for personal convenience and daily travel to and from work at the Contractor’s facility will not be reimbursed.

• Per Diem: Per Diem for travel on work assigned under this contract will be reimbursed to employees consistent with company policy, but not to exceed the amount authorized in the Department of Defense

Joint Travel Regulations (JTR).

• Air/Rail Travel: The Contractor shall be reimbursed for the actual costs of transportation incurred by its personnel IAW the guidelines established in the Ministry of Defence’s official Carrier Cooperation travel authorization letter provided by the MoD to the extent that such transportation is necessary and is authorized by the Ordering Officer. Such authorization shall be indicated in the order or in some other suitable written form.

• Private Automobile: The use of privately owned conveyances within the continental United States by the traveler will be reimbursed to the Contractor at the mileage rate allowed by JTR. Authorization shall be indicated on the order. Distances traveled between points shall be shown in standard highway mileage guides. Any deviations shall be explained on the expense sheet.

5.2 Security Clearance

Work under this contract shall be conducted up to the Top Secret (TS) level. The Contractor will abide by all USFF, DoN, and DoD rules, procedures, and the requirements identified in the contract Security Form, DD Form 254. The Contractor shall abide by all applicable command/facility/organizational procedures for submission of facility visit authorizations including those for USFF or any facility where business/meetings are conducted.

• Special Access Program (SAP) Access: The Lead Contractor requires SAP access via a Special

Access Required (SAR) clearance for the F-35 program. This is required for briefing senior leadership, coordinating with cleared UK personnel, and integrating tactical/training events (including at-sea and shore-based exercises). SAP requirements will be governed by the Joint Air Force, Army, Navy

(JAFAN) series regulations or their replacements (DoDM 5205.07 Volumes 1, 2, 3, and 4) and applicable security classification guides. Contractor is not authorized or required to produce, retain or disseminate any SAP level deliverables or other material.

• Clearance Level: The Lead Contractor must possess and maintain an active Top Secret / Sensitive

Compartmented Information (TS/SCI) clearance for F-35 JSF tactical and operational CONOPS development, theater employment, shipboard integration, and access to secure IT systems.

5.3 Common Access Card (CAC)

• CAC Issuance: Contractor employees fulfilling this contract must obtain a DoD CAC. The CAC is the official DoD identification card. The COR will connect the Contractor personnel with the Trusted

Agent (TA). The employee will submit an application to the TA for review. If approved, the system will update the Defense Enrollment Eligibility Reporting System (DEERS) and direct the Contractor to proceed to a Real-time Automated Personnel Identification System (RAPIDS) workstation for issuance.

• Identification Badges: Contractor personnel shall wear a Contractor identification badge and

Government-supplied badge and/or CAC at all times while on Government property.

• Secret Level Access: The primary place of performance dictates that all personnel performing on-site must possess U.S. Citizenship, an active DoD clearance at the Secret Level (or higher, as specified by task), and meet eligibility for access to classified information. Proposed personnel must be trained and certified to DoD requirements.

• CAC Control and Disposal: The Contractor shall abide by established processes for the issuance and collection of CACs. Upon termination or resignation, all CACs are to be turned in immediately to the contractor's respective Government-appointed Technical Assistant reporting to the COR for proper disposal.

• Unauthorized Possession: Any unauthorized possession of an official CAC can be prosecuted criminally under Section 701 of Title 18, United States Code (U.S.C). The Contractor shall have procedures in place to ensure retrieval and return of CACs.

• Property of the U.S. Government: The CAC is the property of the U.S. Government and shall not be retained by the cardholder upon expiration, replacement, or termination of contract support.

• Government Ownership of Deliverables: Regardless of the place of performance, all products and deliverables generated at Government expense become the property of the Government.

5.4 Other Direct Cost (ODC)

The Contractor may be required to obtain limited materials or incur limited expenses in performance under the contract. ODCs will be specific to the tasks and prior approval by the COR is required. Any expenditure for ODCs without the approval of the COR shall not be reimbursed.

5.5 Privacy Act Compliance

The Contractor may be in contact with data and information subject to the Privacy Act of 1974 (Title 5 of the U.S. Code Section 552a).

• Adherence: The Contractor shall ensure its employees understand and adhere to the requirements of the Privacy Act and DoN Regulations (SECNAVINST 5211.5 series, online at http://privacy.navy.mil).

• Safeguards: The Contractor shall identify and safeguard data, information, and reports accordingly.

• Training: Contractor employees assigned to the contract shall be trained on properly identifying and handling Privacy Act data prior to commencing work.

5.6 Contractor Access to Federally Controlled Facilities and IT Systems

• Applicability: Applies to Contractor employees requiring physical access to any federally controlled base, facility, or activity, or requiring access to a DoN/DoD computer/network/system.

• Access to Federal Facilities: Per HSPD-12, all Contractor employees working at a federally controlled facility will require a DoD CAC. Contractor employees shall in-process with the Navy

Command’s Security Manager upon arrival and out-process prior to departure.

http://privacy.navy.mil/

• Access to DoD IT Systems: Contractor employees requiring access to DoN or DoD networks are categorized as IT-I, IT-II, or IT-III in accordance with SECNAV M-5510.30. Employees accessing

Privacy Act information are categorized no lower than IT-II.

• System Authorization Access Request Navy (SAAR-N): Required for all individuals accessing

Navy IT resources. The SAAR-N must be signed by a Government supervisor or COR and forwarded to the Command's Security Manager at least thirty (30) days prior to the start date.

• Annual Training: All employees requiring IT access must complete annual Information

Assurance (IA) training.

• Interim Access: The Command's Security Manager may authorize issuance of a DoD CAC and interim access upon favorable review of the investigative questionnaire and advance fingerprint results.

• Denial or Termination: Denial or termination of physical or system access does not relieve the

Contractor from the requirement to execute performance under the contract.

• Contractor’s Security Representative: The Contractor shall designate a Security Representative within three (3) work days after contract award to serve as the primary point of contact on security matters.

• Background Investigation Requirements:

• Contractor employees in National Security or IT-II positions must be U.S. citizens and have a completed National Agency Check with Local Agency Checks and Credit (NACLC), Tier 3 (T3), or Tier 3 Re-investigation (T3R).

• Required forms include: SF-86 Questionnaire, two FD-258 Fingerprint Cards, and Original Signed

Release Statements. Documentation must be submitted at least 30 days prior to start.

• Non-Sensitive Duties: Contractor employees whose work is unclassified and non-sensitive (e.g., vendor services) requiring physical access to public areas must be U.S. citizens or permanent residents

(minimum 3 years legal residency) and have a completed National Agency Check with Written

Inquiries (NACI) or T1 investigation.

6.0 GENERAL MANAGEMENT REQUIREMENTS (FMS CASE: UK-P-FDI)

6.1 Case Management

The Contractor shall support the USG in providing a case report to the MOD's Carrier Cooperation team on an as-needed or requested basis, outlining:

• Key outputs delivered under the FMS Case for the period.

• Opportunities, Risks, and Benefits identified.

• Progress updates on establishing enduring arrangements for US support to the SOI.

• The financial position of the FMS Case, including actual/accrued expenditure and forecast of outturn.

• Notifications of formal procedural activities (including Export requirements).

• A statement of planned activities for the following period.

6.2 Disclosure of UK Information

• UK documents bearing markings "OFFICIAL" or "OFFICIAL-SENSITIVE" shall be handled in the

United States as U.S. UNCLASSIFIED or U.S. CONTROLLED UNCLASSIFIED INFORMATION

(CUI) exempt from public release.

• Materials must be stored in locked containers or closed spaces that prevent unauthorized access.

• All UK documentation provided shall be handled in a manner that precludes open publication and is exempt from public release under the Freedom of Information Act (FOIA) unless prior written approval is granted by the UK Government.

• Equivalency markings and normal security protocols apply as detailed in the Security Implementation

Arrangement for Operations between the UK MOD and U.S. DOD dated 27 Jan 2003.

6.3 Data Repository

All data deliverables shall be made available to the UK MOD through a Data Repository compliant with safety and security requirements. Nominated UK MOD representatives shall have access to view, download, and upload data as required. The USG will notify the UK MOD of any plans to alter or terminate the repository.

6.4 Intellectual Property Rights (IPR)

The MOD will respect the proprietary rights of the USG and its Contractors in accordance with LOA

Standard Term and Condition 2.4. Unless otherwise specified, the UK MOD shall have the right to copy, use, or disclose USG data for Internal HMG purposes (subject to the U.S. Arms Export Control Act).

7.0 DELIVERABLES

The Contractor shall submit deliverables in accordance with the schedules below.

Item Medium Due Date

International Program

Meeting Agenda

Electronic As required

Working Group Schedules Electronic As required

Action Item Updates Electronic Weekly

Briefs / Presentations Electronic / Hard Copy As required

Meeting Minutes Electronic As needed / required

Trip Reports / Follow-ups Electronic As required

FMS Related Document

Inputs

Electronic As required

Monthly Case Report Electronic Monthly

Electronic Data Repository Electronic As required

Monthly Financial Status

Report

Electronic Monthly

8.1 Monthly Financial Status Report

• Description and Guidelines: At a minimum the reports shall include the following information:

• Total funds expended during the previous month; cumulative total to date and the remaining ceiling amount

• Total labor funds expended by labor category, functional area and by CLIN

• Current and forecasted funding burn rates

• Total hours by individual, labor category, functional area and by funding activity

• Travel funds expended during the previous month; cumulative total to date and the remaining ceiling amount

• ODC funds expended during the previous month; cumulative total to date and the remaining ceiling amount in total and by funding activity

• Due Date: Submitted to the COR and ACOR no later than the 15th working day of each month.

• Medium of Delivery / Format: Electronic; MS Excel

8.0 APPLICABLE DOCUMENTATION

The Contractor is required to adhere to all applicable standards and guidelines. In the absence of named standards, Department of the Navy (DoN) standards and applicable Federal Information Processing

Standards shall be utilized.

Document Type No./Version Title URL

Homeland Security 12 (Series) Homeland Security

Presidential

Directive 12: Policy for a Common

Identification

Standard for Federal

Employees and

Contractors

DHS HSPD-12

SECNAV 5211.5F (Series) Department of the

Navy Privacy

Program

SECNAV 5211.5F

PDF

SECNAV 5510.30C (Series) Department of the

Navy Personnel

Security Program

SECNAV

5510.30C PDF

DoDI 1000.13 w/Change

1 (Series)

Identification (ID)

Cards for Members of the Uniformed

Services, Their

Dependents, and

Other Eligible

Individuals

DoDI 1000.13

PDF

DoDI 5200.46 w/Change

2 (Series)

DoD Investigation and Adjudicative

Guidance for Issuing the Common Access

Card (CAC)

DoDI 5200.46

PDF

https://www.dhs.gov/homeland-securitypresidential-directive-12 https://www.secnav.navy.mil/doni/Directives/05000%20General%20Management%20Security%20and%20Safety%20Services/05-200%20Management%20Program%20and%20Techniques%20Services/5211.5F.pdf https://www.secnav.navy.mil/doni/Directives/05000%20General%20Management%20Security%20and%20Safety%20Services/05-200%20Management%20Program%20and%20Techniques%20Services/5211.5F.pdf https://www.secnav.navy.mil/doni/Directives/05000%20General%20Management%20Security%20and%20Safety%20Services/05-500%20Security%20Services/5510.30C.pdf https://www.secnav.navy.mil/doni/Directives/05000%20General%20Management%20Security%20and%20Safety%20Services/05-500%20Security%20Services/5510.30C.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/100013p.pdf?ver=2019-04-08-104412-223 https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/100013p.pdf?ver=2019-04-08-104412-223 file:///C:/Users/1104713455.CIV/AppData/Roaming/Microsoft/Word/www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/520046p.pdf%3fver=2018-05-04-092730-193 file:///C:/Users/1104713455.CIV/AppData/Roaming/Microsoft/Word/www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/520046p.pdf%3fver=2018-05-04-092730-193

DoD 5220.22-M w/Change 2

(Series)

National Industrial

Security Program

Operating Manual

(NISPOM)

DoD NISPOM

PDF

DoDI 5220.22 w/Change

2 (Series)

National Industrial

Security Program

(NISP)

DoDI 5220.22

PDF

DoDM 5220.22, Vol 2 w/Change 1

(Series)

National Industrial

Security Program:

Industrial Security

Procedures For

Government

Activities

DoDM 5220.22

Vol 2 PDF

DoDM 5220.22, Vol 3 w/Change 1

(Series)

National Industrial

Security Program:

Procedures for

Government

Activities Relating to

Foreign Ownership, Control, or Influence

(FOCI)

DoDM 5220.22

Vol 3 PDF

DoDD 5220.6 w/Change 4

(Series)

Defense Industrial

Personnel Security

Clearance Review

Program

DoDD 5220.6

PDF

DoDM 5200.01 Vol 1 w/Change (Series)

Defense Information

Security Program:

Overview, Classification and

Declassification

DoDM 5200.01

Vol 1 PDF

DoDM 5200.01 Vol 2 w/Change 4

(Series)

Defense Information

Security Program:

Marking of

Information

DoDM 5200.01

Vol 2 PDF

DoDM 5200.01 Vol 3 w/Change 3

(Series)

Defense Information

Security Program:

Protection of

Classified

Information

DoDM 5200.01

Vol 3 PDF

COMUSFLTFORCOMSTAFFINST 5531.1A (Series) Industrial Security

Program

Attached https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022M.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022M.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520507_vol01.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520507_vol01.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022_vol2.pdf?ver=2018-08-01-114445-000 https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022_vol2.pdf?ver=2018-08-01-114445-000 https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022_vol3.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/522022_vol3.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodd/522006p.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodd/522006p.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001m_vol1.pdf?ver=2018-05-04-091448-843 https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001m_vol1.pdf?ver=2018-05-04-091448-843 https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001m_vol2.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001m_vol2.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001_vol3.pdf https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodm/520001_vol3.pdf