Small and mid-size government contractors carry a heavy administrative load. They track opportunities, assemble proposals, maintain registrations, manage subcontractor paperwork, prepare invoices in government systems and keep contract files audit-ready. Much of this work could be handled by a dedicated assistant. But federal contracting also comes with rules about information handling, export controls, cybersecurity and who can access what, and those rules often determine whether remote or offshore staff can be involved at all.
This guide explains where the lines usually fall. It is general information, not legal or compliance advice; your contracts, your facility's security requirements and your compliance advisers decide what applies. For the role definitions, see our government contractor role playbook.
Start with your contracts and data
Before deciding what to delegate, inventory the information involved:
- Public information: solicitations posted on public sites, published regulations, your marketing materials.
- Company proprietary information: pricing strategy, past performance details, internal processes.
- Federal Contract Information (FCI): information provided by or generated for the government under a contract that is not intended for public release.
- Controlled Unclassified Information (CUI): information the government requires to be safeguarded, such as certain technical, legal or privacy information. The National Archives CUI program maintains the registry of categories.
- Export-controlled information: technical data covered by ITAR or EAR.
- Classified information: handled only by cleared personnel in approved facilities.
Each category carries different requirements. Your contracts' clauses, such as DFARS 252.204-7012 for defense contractors handling covered defense information, and requirements under the Cybersecurity Maturity Model Certification (CMMC) program, determine how information must be protected and who may access it.
The work that is usually safe to delegate
Many administrative tasks involve only public or company information. Examples:
- Opportunity monitoring on public sites such as SAM.gov, summarizing solicitations for leadership.
- Calendar management for proposal deadlines, registrations and reporting dates.
- Registration tracking: SAM.gov renewal dates, certifications and representations reminders for the responsible officer.
- Proposal formatting and assembly of non-sensitive volumes from your templates and approved content.
- Past performance library maintenance using information you have cleared for this purpose.
- Meeting scheduling and travel for business development.
- General company administration: inbox triage, vendor coordination, onboarding paperwork for non-sensitive roles.
Even for these tasks, follow good security practice: named accounts, multi-factor authentication and company-managed storage.
The work that needs careful review
Some tasks touch FCI or proprietary information and need your compliance lead's review:
- Invoicing in government systems such as the Procurement Integrated Enterprise Environment (PIEE), which requires individual accounts and involves contract data.
- Contract file maintenance, including modifications and correspondence.
- Subcontractor management, such as flow-down clauses, purchase orders and compliance certifications.
- Proposal volumes that include pricing or technical approaches.
Whether these can be delegated to a particular person depends on your contracts, your system security plan and where that person is located.
The work that generally stays in-house
Some work should stay with your own cleared, US-based or specifically authorized staff:
- Anything involving CUI unless the person and their systems meet your contract's safeguarding requirements, including any restrictions on foreign persons or locations.
- Export-controlled technical data, which may not be shared with foreign persons without authorization, even inside your company.
- Classified information of any kind.
- Signing certifications and representations on behalf of the company.
- Negotiation with contracting officers.
If your environment mixes public and controlled information in the same email system or file share, a remote assistant may need a separate, restricted environment or may not be appropriate. Segmentation is often the deciding factor.
Offshore and nearshore considerations
Many defense contracts and CUI requirements restrict access by foreign persons or require data to remain in the United States. Export control rules apply regardless of where a person sits. For contractors with these obligations, offshore or nearshore assistants may be limited to work involving only public and non-sensitive company information, in segmented systems. Some contractors decide that the safest approach is to keep remote assistants entirely outside the contract environment and assign them only business development and general administrative work. ExecWing will tell you plainly when a role is not a good fit for remote staff.
Building a safe setup
If you decide to bring in a remote assistant, a practical setup includes:
- Data inventory: list the systems the assistant would touch and the information categories in each.
- Segmentation: separate accounts, mailboxes and folders that contain only allowed information.
- Access controls: named accounts, least privilege, multi-factor authentication, logging.
- Written rules: a short document listing what the assistant may and may not access, signed by the assistant.
- Training: your security awareness and handling training before any access.
- Review: your compliance lead or adviser approves the setup and reviews it periodically.
Our least-privilege access checklist and the enterprise security and procurement page explain how we support these reviews. ExecWing does not hold CMMC certification or facility clearances, and we do not place staff in roles that require them.
Questions to answer before you delegate
Use this list with your compliance adviser before you bring in any outside administrative help:
- Which of our contracts contain safeguarding, cybersecurity or foreign-person clauses?
- Where is FCI stored today, and where is CUI stored, if any? Are they separated from general company data?
- Does our system security plan describe how third parties or new users are granted access?
- Which tasks on our wish list touch only public or approved company information?
- Can we give an assistant a mailbox, folders and tools that contain only that information?
- Who will approve the assistant's access, and who will review it each quarter?
- What happens if an assistant receives controlled information by mistake, for example a forwarded email? Who do they tell, and how is it removed?
- Are there client or prime contractor requirements, beyond our own contracts, that restrict subcontracted or remote administrative staff?
If the answers are unclear, start smaller. A narrowly scoped role that works well is far better than a broad one that creates compliance risk.
Handling mistakes
Even with good segmentation, mistakes happen: someone forwards a document they should not, or a file is saved in the wrong folder. Write a simple procedure: the assistant stops, does not open or forward the material further, notifies your designated contact immediately, and follows instructions for removal. Treat these events as process problems to fix, not as reasons to hide errors.
A worked example
A small services contractor bids on civilian agency contracts and holds two prime contracts that involve FCI but not CUI. Leadership wants help with business development and proposal logistics. Their compliance adviser approves a scope limited to opportunity monitoring on public sites, the proposal calendar, formatting non-pricing volumes from approved templates and maintaining a past performance library of cleared summaries. The assistant receives a separate mailbox and a restricted folder, with no access to contract files or invoicing systems. Each week, the assistant summarizes new opportunities matching the company's codes, and leadership decides which to pursue. During proposal season, the assistant builds compliance matrices from public solicitations and formats volumes, while the pricing volume is prepared and assembled entirely by in-house staff.
A sample week for an approved scope
| Day | Assistant focus |
|---|---|
| Daily | Public opportunity monitoring; calendar updates; inbox triage in the segmented mailbox |
| Monday | Opportunity summary for leadership |
| Tuesday | Proposal schedule and compliance matrix work |
| Wednesday | Past performance library updates from cleared summaries |
| Thursday | Formatting of approved volumes |
| Friday | Weekly status report and upcoming registration or deadline reminders |
What to measure
- Opportunities summarized and decisions recorded.
- Proposal deadlines met with compliant formatting.
- Registration and certification renewals completed before expiry.
- Access reviews completed on schedule with no exceptions.
Common mistakes
Mixed environments. Shared drives with CUI and public files make delegation unsafe.
Assuming location doesn't matter. For export-controlled data and many defense contracts, it does.
Informal scope. Write down exactly what the assistant can access.
Skipping your adviser. Compliance requirements are specific to your contracts.
Frequently asked questions
Can an offshore assistant handle CUI?
Generally, you should assume not without explicit review. Many contracts restrict foreign-person access and data location. Your compliance adviser decides.
Can an assistant submit invoices in government systems?
Government systems require individual accounts and involve contract data. Whether that is appropriate for a given person depends on your contracts and security plan.
Does ExecWing provide CMMC compliance services?
No. We place administrative staff and support your security reviews. CMMC assessments and compliance programs are outside our services.
What is a good first role for a government contractor?
Business development and proposal logistics support limited to public and approved company information is often a safe starting point.
Want a dedicated assistant who already knows this playbook?
ExecWing places dedicated, managed assistants from the Philippines, Mexico and Colombia with US leaders, on a schedule customized to your needs and budget. Month-to-month, quoted per role. See pricing or how it works.
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