S1.3c_Business Support Services Statement of Work_19MAY2025 - Copy.docx

BUSINESS SUPPORT SERVICES

FOR LONG RANGE ENFORCER PRODUCT LINE (LREPL)

STATEMENT OF WORK

1.0 GENERAL

1.1 BACKGROUND

The Long-Range Enforcer Product Line (LREPL) supports United States Coast Guard (USCG) cutters that vary between 50 years old to newly commissioned platforms. Their complexity, age, and high impact work schedules require diligent execution of depot level maintenance. This maintenance effort is supported by a team of professionals that relies on data analysis to determine the best use of limited resources.

The purpose of this task is to obtain contractor support to perform key Business Financial Analysis in support of LREPL.

1.2 SCOPE

This Statement of Work requires one (1) full-time equivalent (FTE) contracted employee to serve as a Business Financial Analyst. The contractor will be responsible for conducting both maintenance and financial analysis of work processes supporting the Surface Forces Logistics Center (SFLC) Long Range Enforcer Product Line.

It is preferred that the contracted employee be familiar with USCG Surface Forces Logistics Center (SFLC) LREPL organizational business process and possess an understanding of USCG enterprise information technology systems necessary to perform all tasks. These systems include but are not limited to FLS, NESSS, FSMS, IBM COGNOS, CWD.

The contractor shall provide the employee with the necessary materials to perform business support services related to the requirements as outlined below.

1.3 APPLICABLE DOCUMENTS

1.3.1 Reference Documents

The following documents are provided for reference:

1.3.1.1 Department of Homeland Security (DHS) Instruction Handbook 121-01-007 Unless otherwise indicated, copies of the above-mentioned documents can be obtained from the Contracting Officer or Contracting Officer’s Representative (COR).

1.3.2 Mandatory Documents

The following documents are provided as mandatory requirements that contractors must follow in the execution of services:

1.3.2.1 COMDTINST 5500.18 (series) Coast Guard Trusted Associate Sponsorship System (TASS) The Contracting Officer or COR will provide Mandatory Documents to the Contractor.

2.0 SPECIFIC REQUIREMENTS/TASKS

2.1 Business Financial Analyst Services

The Contractor shall provide one (1) full-time equivalent (FTE) contracted employee to serve as a Business Financial Analyst supporting the Surface Forces Logistics Center (SFLC) Long Range Enforcer Product Line (LREPL). The Business Financial Analyst will be responsible for advanced qualitative and quantitative analysis of LREPL’s programs, operations, and financial accounts, integrating program effectiveness and budgetary oversight to support mission objectives.

Key Responsibilities

2.1.1 Use advanced qualitative and quantitative methods to analyze the effectiveness and efficiency of LREPL operations, programs, and financial processes.

2.1.2 Extract and analyze data from enterprise systems (e.g., FLS, NESSS, FSMS, IBM COGNOS, CWD) to identify areas for improvement, risk, overdue/deferred projects, required maintenance, milestone status, and financial accuracy.

2.1.3 Monitor and track projects, create/maintain project records, and modify enterprise IT systems to collect, analyze, and report on Hull, Machinery, and Electrical (HM&E) maintenance, repairs, and costs.

2.1.4 Conduct formal and informal reviews to assess project and program accomplishment, milestone achievement, and financial compliance.

2.1.5 Provide input for strategic planning, including participation in Acquisition Team meetings, analysis of contract growth, unplanned maintenance costs, and identification of trends for specific equipment or platforms.

2.1.6 Prepare and present monthly, quarterly, and annual metrics, lessons learned, and analytical reports for management and stakeholder review.

2.1.7 Maintain and update the 5-year planned maintenance availability schedule, process schedule change requests, and integrate input from PDM, Engineering, and operational commanders.

2.1.8 Analyze contracts, procurements, and projects to identify optimal funding levels and provide input to LREPL’s Affordable Readiness Budget.

2.1.9 Analyze and report on the impact of current and future budgets on vessel availability, maintenance schedules, and mission planning, including the effect of budget reductions.

2.1.10 Develop reports in response to programmatic and financial data calls (e.g., Quarterly Deferred Maintenance, Maintenance Costs per Op Hour, planned/unplanned requirements list).

2.1.11 Ensure LREPL financial accounts are accurately reflected in enterprise financial systems, maintaining accountability for single and multi-year funding.

2.1.12 Prepare, reconcile, and analyze weekly, monthly, quarterly, and annual financial reports, ensuring fiscal accounts are balanced and discrepancies are researched and resolved.

2.1.13 Maintain spreadsheets comparing FLS & FSMS ledgers, research open commitments, and provide corrective action recommendations.

2.1.14 Research and analyze open commitments, TNYOPs, and open obligations (OOVA), providing validation, corrective actions, and outreach to stakeholders.

2.1.15 Reconcile prior year Operating Expenses (OE) and Procurement, Construction and Improvements (PC&I) accounts, supporting the LREPL finance team and quarterly Pipeline certification.

2.1.16 Generate and analyze reports from FLS, COGNOS, and other systems to ensure annual funding needs are accurately captured and recorded in the Affordable Readiness Budget.

2.1.17 Support fiscal year close-out activities, including document research, commitment validation, and response to ad hoc and planned programmatic and financial queries.

3.0 CONTRACTED EMPLOYEE

3.1 QUALIFIED MEMBER

The Contractor shall provide one qualified full-time employee (FTE) which shall be defined as working an estimated hours of 1,912 hours per year to perform all requirements specified in this SOW.

A filled position is defined as having a person who has been fully validated through the security onboarding process and has their CAC in-hand. The Contractor shall submit resumes for proposed personnel that meet contract requirements for approval by the Coast Guard before they are allowed to work on this task. Contractor personnel performing the requirements shall have the following qualifications.

If qualified personnel are not immediately available, the Government may, on a case-by-case basis, conditionally accept personnel if there is an agreed-to and defined time frame in which the Contractor shall ensure they are fully qualified to perform all assigned duties.

The Contractor shall submit resumes for proposed personnel that meet contract requirements for approval by the Coast Guard before they are allowed to work on this task. Resumes will not be required for management personnel supporting contract activity unless they are directly responsible for providing the required services.

*The Government reserves the right to not accept any candidate that does not meet the minimum qualifications identified in this document. Prior coordination with the Contracting Officer must be made before submitting a candidate for consideration.

3.1.1 Business Financial Analyst Services

3.1.1.1 The Business Financial Analyst shall possess a minimum of 7 years of relevant experience in operational, financial, and data analysis as described in Section 2.1 of this SOW. A bachelor’s degree in a related field is strongly desired.

3.1.1.2 The analyst should have demonstrated knowledge of naval engineering business processes and experience using Coast Guard enterprise information technology systems necessary to accomplish assigned tasks. Relevant enterprise IT systems include Fleet Logistics System (FLS), Financial System Modernization Solution (FSMS), Contract Workbook Database (CWD), Naval & Electronics Supply Support System (NESSS), and IBM COGNOS.

3.1.1.3 The Business Financial Analyst shall have at least 7 years of experience utilizing Microsoft Office applications-including PowerPoint, Word, Excel, Project, Office 365 Suite, and Teams-for comprehensive data analysis and reporting. Proficiency with advanced Excel features such as pivot tables and complex formulas is required.

3.1.1.4 The analyst must possess effective written and verbal communication skills and demonstrate fluency in the English language.

3.1.1.5 The Business Financial Analyst shall have a minimum of 7 years of experience in analytics and problem-solving, with a proven ability to synthesize complex data and develop actionable recommendations.

3.2 KEY PERSONNEL

Resumes will be required and approved by the COR for the replacement of all Key Personnel. Before replacing any individual designated as Key by the Government, the Contractor shall notify the Contracting Officer no less than 15 business days in advance, submit written justification for replacement, and provide the name and qualifications of any proposed substitute(s). All proposed substitutes shall possess qualifications equal to or superior to those of the Key person being replaced, unless otherwise approved by the Contracting Officer. The Contractor shall not replace Key Contractor personnel without approval from the Contracting Officer. Note: The Government may designate additional Contractor personnel as Key. The following are Key Personnel:

• Project Manager

3.3 PROJECT MANAGER

The Contractor shall provide a Project Manager who shall be responsible for all Contractor work performed under this SOW. The Project Manager shall be a single point of contact for the Contracting Officer and the COR. During any absence of the Project Manager, only one alternate shall have full authority to act for the Contractor on all matters relating to work performed under this contract.

3.3.1 The Project Manager shall be available to the COR via telephone between the hours of 0800 and 1630 EST, Monday through Friday, and shall respond during duty hours within four hours.

3.4 EMPLOYEE IDENTIFICATION

3.4.1 Contractor employees visiting Government facilities shall 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 shall comply with all Government escort rules and requirements. All Contractor employees shall identify themselves as Contractors when their status is not readily apparent and always display all identification and visitor badges in plain view above the waist.

3.5 EMPLOYEE CONDUCT

Contractor’s employees shall 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 shall ensure Contractor employees always present a professional appearance and that their conduct shall not reflect discredit on the United States or the Department of Homeland Security. The Project Manager shall ensure 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 Facility Commander may remove any Contractor employee from DHS facilities and bar that employee’s re-entry for misconduct or security reasons. The Contracting Officer may recommend that the Contractor remove any Contractor Employee for performance reasons when a Contractor Employee is not performing to the requirements of this contract. Removal does not relieve the Contractor of the responsibility to continue providing the services required under the contract. The Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee for performance reasons.

3.7 CONFLICT OF INTEREST

The Contractor shall not employ any person who is an employee of the United States Government if that employment would cause or appear to cause a conflict of interest.

4.0 OTHER APPLICABLE CONDITIONS

4.1 SECURITY

Coordinate with the CSO Office and DHS Instruction Handbook 121-01-007, Department of Homeland Security Personnel Suitability and Security Program to check appropriate box. Add any additional sections with “-or- “if appropriate” and delete the others.

Security Risk and Background Investigation Form Requirements The requirements office anticipate the following:

Table 1 - Security Classification:

Check Applicable Box Tier Investigation

Physical/Logical Access (HSPD-12 Credentialing)

SF85

Information, Critical Sensitive, Special Sensitive

SF86

Under this contract, the Contractor Employee shall require regular physical access to the U.S. Government facilities. Therefore, contractor personnel shall be required to undergo a security check and obtain a Common Access Card (CAC). This task order will involve access to Government IT systems.

Sensitive Information Requirements The contractor shall protect all sensitive information (e.g., For Official Use Only) to which they have access under this contract. 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. Sensitive information shall be protected in accordance with DHS Class Deviation 15-01 for proper handling and safeguarding of the security of all such USCG information, as defined in the terms and conditions of this contract.

4.1.1 FACILITY AND COMPUTER ACCESS

Contract employees shall abide by installation parking and facility regulations. All vehicles shall be parked in designated parking areas only. Contractor members shall conform to state and federal driving regulations and any applicable CG regulations. Contractor members are required to attend the “Arrival Briefing” with the Command Security Officer of their SFLC location within five (5) days of onboarding for their specific SFLC location policies. Contractor Personnel shall check with their SFLC location Base Security or Police Department (PD) for any parking instruction.

Trusted Associate Sponsorship System (TASS)

(a) "Contractor employee" means an employee of a firm, or an individual, under contract or subcontract to the Coast Guard to provide services who also require one or more of the following:

· Remote access, via logon, to Coast Guard network using Coast Guard-approved remote access procedures.

· Both physical access to Coast Guard facility and logical access, via logon, to Coast Guard networks on-site or remotely. Access to the Coast Guard network must require the use of a computer with Government-controlled configuration or use of Coast Guard-approved remote access procedure in accordance with the Defense Information Systems Agency (DISA) Security Technical Implementation Guide.

(b) Homeland Security Presidential Directive (HSPD)-12 mandates a federal standard for secure and reliable forms of identification for Federal employees and Contractor employees. The Common Access Card (CAC) is a personal identification card for the Department of Defense/Uniformed Services and comply with HSPD-12. The Coast Guard has instituted the CAC as its HSPD-12 compliant personal identification card for Contractor and subcontractor employees who are required to access a Coast Guard, Department of Defense (DOD), or other federally controlled computer information system and facility, or need public key infrastructure (PKI) authentication to perform their contractual duties. The Trusted Associate Sponsorship System (TASS) is the automated application process for obtaining a CAC.

(c) Contractor and subcontractor employees working pursuant to this contract who are required to access a Coast Guard, DOD, or other federally controlled computer information system and facility, or need PKI authentication to perform their contractual duties shall use TASS to obtain a CAC.

(d) The Contracting Officer Representative (COR) or Assisting Contracting Officer Representative (ACOR) is the TASS Trusted Agent (TA) and initiates Contractor accounts in the TASS, approving, returning, or rejecting CAC applications; re-verifying assigned Contractors every six months; revoking Contractor and employee eligibility for a CAC.

(e) The TA ensures that Contractor personnel satisfy the security requirements for CAC issuance prior to creating the CAC application in TASS. Current investigative requirements shall be verified according to Commandant Instruction COMDTINST 5500.18, Coast Guard Trusted Associate Sponsorship System. The initial CAC issuance requires a favorably adjudicated Tier 1 investigation (equivalent or higher) or a Tier 1 background investigation (BI) (equivalent or higher) package that has been successfully scheduled with the investigative service provider (ISP) and an FBI fingerprint check with favorable results. The TA and Sponsor or other appropriate Federal Government representative must coordinate with the unit BI Verifier (Command Security Officer /Trusted Agent Security Manager) or the U.S. Coast Guard Security (SECCEN) to confirm the appropriate investigation has been favorably adjudicated or scheduled at the ISP with favorable FBI fingerprint results.

(f) The COR or Contracting Officer provides such forms to, or requests such information from, Contractor employees that may be necessary for obtaining a CAC via the TASS. The Contractor submits completed forms and information when directed by the COR or Contracting Officer. Contractors are responsible for the accuracy and completeness of the information submitted and for any liability resulting from the Government's reliance on inaccurate or incomplete information.

(g) Contractor employees who are declined via the TASS are ineligible to perform the work under this contract.

(h) When an employee with a CAC is no longer performing work under this contract, the employee must return the CAC to the COR/TA or Contracting Officer on the same day the employee stops working.

(i) The Contractor shall insert this clause in all subcontracts when a subcontractor's employee is required to access a Coast Guard, DOD, or other federally controlled computer information system and facility, or need PKI authentication to perform contractual duties.

4.2 PERIOD OF PERFORMANCE

The period of performance for this contract shall consist of a one-year base period and four one-year option periods identified in the schedule.

· Base Year February 23, 2026, through February 22, 2027

· Option Year One February 23, 2027, through February 22, 2028

· Option Year Two February 23, 2028, through February 22, 2029

· Option Year Three February 23, 2029, through February 22, 2030

· Option Year Four February 23, 2030, through February 22, 2031

4.3 PLACE OF PERFORMANCE

The primary place of performance shall be the United States Coast Guard SFLC, located in Alameda, CA.

SFLC Alameda, 42 Eagle Road, Bldg. 55, Alameda, CA 94501

4.4 HOURS OF OPERATION

The Contractor employee shall generally perform all work between the hours of 0600 and 1800 PST, Monday through Friday (except Federal holidays). However, there may be occasions when Contractor employees shall be required to work other than normal business hours, including weekends and holidays, to fulfill requirements under this SOW.

An approved USCG Telework Agreement is required for contractor employees to engage in remote work; however, approval is not guaranteed. USCG may terminate Telework Agreements at its sole discretion.

Routine working hours must be properly documented.

Contract personnel shall notify their Section Leader, COR, and Project Manager, at a minimum, of any absences, scheduled or unscheduled.

4.5 PROGRESS REPORTS

The Project Manager shall provide a monthly progress report in contractor format approved by the Government program manager and modified to meet the COR needs via electronic mail. This report shall summarize the progress achieved, in addition to, concerns, scheduling information, and planned activities for the next reporting period (See Table 2: Deliverables in Section 7.0 Deliverables).

4.6 MEETINGS

The Contractor shall participate in Coast Guard meetings.

4.6.1 Kick-Off Meeting: The Contractor shall attend a Kick-Off Meeting with the Contracting Officer and the COR, no later than 5 business days after the date of the award. The purpose of the Kick-Off Meeting, which will be chaired by the Contracting Officer, is to discuss the technical and contracting objectives of this contract and review the Contractor's draft project plan. The Contract shall also provide a staffing plan that shall identify the name of each person, including resume, filling each position and the status of each unfilled position (See Table 2: Deliverables in Section 7.0 Deliverables). The Kick-Off Meeting will be held via teleconference. The Government has the option to waive a Kick-Off Meeting with mutual agreement.

4.6.2 Progress Meetings: The Contractor shall participate in Coast Guard progress meetings as directed by the COR. During these meetings routine issues will be addressed. If discussions are required to address contract performance issues, then they will be initiated by the Contractor, Contracting Officer, or the COR.

4.7 GENERAL REPORT REQUIREMENTS

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

4.8 PROTECTION OF INFORMATION

Contractor access to Sensitive but Unclassified Information is required under this SOW. Contractor employees shall safeguard this information against unauthorized disclosure or dissemination in accordance with DHS MD 11042.1, Safeguarding Sensitive but Unclassified (For Official Use Only) Information. 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). Contractor employees shall safeguard this information against unauthorized disclosure or dissemination in accordance with the law and Government policy and regulation.

5.0 GOVERNMENT FURNISHED RESOURCES

The Government will provide the workspace, equipment and supplies necessary to perform the on-site portion of Contractor services required in this contract, unless specifically stated otherwise in this work statement. For any Contractor personnel who are approved to work offsite (telework), the Government will provide the appropriate software necessary to access the USCG network virtually.

The Contractor shall use Government furnished facilities, property, equipment and supplies only for the performance of work under this contract and shall be responsible for returning all Government furnished facilities, property, and equipment in good working condition, subject to normal wear and tear.

The Government will provide all necessary information, data, and documents to the Contractor for work required under this contract.

The Contractor shall use Government furnished information, data, and documents only for the performance of work under this contract and shall be responsible for returning all Government furnished information, data and documents to the Government at the end of the performance period. The Contractor shall not release Government furnished information, data, and documents to outside parties without the prior and explicit consent of the Contracting Officer.

6.0 CONTRACTOR FURNISHED RESOURCES

The Contractor shall furnish all materials, equipment, and services necessary for approved teleworking. The Contractor shall furnish all materials, equipment, and services necessary to fulfill the requirements of this contract, except for the Government Furnished Resources specified in Section 5.0.

7.0 DELIVERABLES

The general requirements for all deliverables stated herein apply. In addition to specific deliverables required in the performance of routine work, the contractor shall provide the following:

7.1.1 Meeting Minutes: Following meetings with the KO and COR, meeting minutes shall include, as a minimum, a list of attendees, a description of the items discussed, and a list of the action items. Meeting minutes will be submitted electronically no later than 5 days after the meeting.

7.1.2 Measures of progress: Monthly Progress Reports shall be submitted to the COR no later than the 15th of every month. The report shall summarize the progress achieved, in addition to issues, concerns, scheduling information, and planned activities for the next reporting period.

7.1.3 All deliverables become the sole property of the U.S. Coast Guard.

7.1.4 The Contractor shall provide all reports in electronic format with read/write capability using applications that are compatible with USCG Standard Workstation (i.e. Microsoft Word, Excel).

7.1.5 All intellectual property generated and delivered pursuant to this SOW will be subject to appropriate federal acquisition regulations.

7.1.6 The COR will have 10 business days to review deliverables and make comments. The Contractor shall have 5 business days to make corrections and redeliver, upon COR request.

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

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

Table 2: Deliverables

Meeting

Progress Report

after the meeting

COR

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