030ADV24R0045 - Att. J-10 - TO 3 SOW - Ongoing IVV - Amd.02.docx

Independent Validation and Verification Statement of Work LBFMS Ongoing Support

B.1 Order Type. This is an FFP order.

B.2 Order period of performance. The base services are one year.

C.1 OVERVIEW / BACKGROUND

The Library of Congress (Library) requires contractor support to provide Independent Validation and Verification (IV&V) of the Legislative Branch Financial Management System (LBFMS) for ongoing support and testing. The Financial Services Directorate (FSD) provides policy direction, review, and coordination of the budgetary and financial activities of the Library. The budget and all of the spending transactions are maintained in LBFMS with appropriate internal controls to assure good stewardship of the funding the Library receives and spends. The Library and seven Legislative Branch agencies use LBFMS as the financial system of record.

In 2021, the Library upgraded LBFMS to Momentum version 7.8 and in Spring 2025, the Library will upgrade LBFMS to Momentum version 8.1.

C.2 SCOPE

The contractor shall provide services to support IV&V that include: analyzing deliverables from the system integration support contractor and providing feedback regarding those deliverables to the Library Contracting Officer’s Representative (COR); performing system testing and validation activities as defined in SOW Section C.3 to support the operations and auditability of the LBFMS.

The contractor will support development and implementation solutions for IV&V for the documentation, testing results and current functions and customizations of LBFMS. This includes supporting the second half of upgrade testing, reviewing upgrade documentation, supporting testing for system builds, and supporting resolution of software issues, and testing of interfaces for system changes. The contractor will check whether the LBFMS changes meet the stated requirements, specifications or constraints. The contractor will also determine whether the product achieves its intended purpose and meets the needs of the LBFMS stakeholders.

The scope of this task order falls under the following performance area(s) of the Legislative Branch-Wide LBFMS IDIQ contract: C.4.6. PERFORMANCE AREA SIX: Business Process Reengineering and Expert Consultation.

C.3 REQUIREMENTS

C.3.1 General Requirements

C.3.1.1 Kickoff Meeting Within 7 calendar days after award, the contractor shall hold a kickoff meeting with the Library COR to discuss high level objectives of the task order, exchange contact information for key personnel, as well as review the deliverable schedule and contract requirements.

C.3.1.2 Status Meeting and Reporting The contractor shall meet with the Library COR every two weeks throughout the task order period of performance to provide an overview of current status. The meeting will include a report on quality assurance, configuration management, risk and issue management and security management of the task order. This status report will be presented virtually to the Library COR.

C.3.1.3 Project Management Plan The contractor shall submit a detailed project management plan to the Library COR within 14 calendar days after contract award. The plan shall include the contractor’s technical approach as well as organizational resources and management controls to be employed to meet the cost, performance and schedule requirements throughout task execution.

C.3.2 Ongoing IV&V for LBFMS The contractor shall perform the following activities for four software builds per year (base and each four option years):

a. Review the third-party software development team’s system requirements for clear definitions and consistency with LBFMS stakeholder expectations for quality and correctness.

b. Review the third-party system integrator / support team’s software build content, system test plans, and system test results.

c. Validate system functionality for compliance with defined requirements.

d. Validate system security documentation against Library IT security requirements.

e. Validate system compliance with defined accessibility requirements.

f. Create test cases, descriptions, and reports necessary for completion of prioritized IV&V testing. The contractor shall also test LBFMS system builds, perform regression testing, and support resolution of software issues, and testing of interfaces for system changes. The contractor shall develop test scripts using either manual or automated testing systems as appropriate.

g. Review and support testing for financial system IT audit requests and issue clarification on an annual basis.

C.4 Schedule of Events / Deliverables

C.5 Staffing and Key Personnel The contractor must identify a Project Manager and Momentum SME as key personnel. These individuals will be included in the key personnel clause for the task order and the contractor shall adhere to all requirements of the clause. Key personnel must have federal financial system experience supporting and providing IV&V support to the Federal Government within the last 5 years.

Annual Labor Mix (Base and each four option years)

Project Manager

KEY PERSONNEL

- US Citizenship

- BA/BS degree

- 5 years of project management experience with financial management system operational support

The contractor shall provide a project manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The project manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The project manager or alternate shall be available between 8:30 and 5 pm Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

Momentum Subject Matter Expert

KEY PERSONNEL

- US Citizenship

- BA/BS degree

- 3 years of specific in-depth experience in analysis of the Momentum application.

- Demonstrated strong knowledge of Federal Enterprise Architecture programs (principles, concepts, transition strategies) at multiple Federal government agencies, including business, data and technical architectures.

- Demonstrated understanding of IV&V practices and products.

- BA/BS degree

- 1 years’ experience supporting IV&V testing on Federal Financial Management Systems

All contractor employees assigned to support the task order shall, at a minimum, have a BA/BS degree applicable to their team role or equivalent experience and be a U.S. citizen or have permanent residence status. Team members with certifications such as the Project Management Professional (PMP), Certified Information Systems Security Professional (CISSP), Certified Government Financial Manager (CGFM), and Certified Public Accountant (CPA) are preferred.

Contractor staff performing system administration for the environment must undergo a Minimum Background Investigation (or NACI completed in the last 10 years) and be cleared in accordance with LCD 5-410.1, policies 4.1.1.d & 4.1.1.e, before they can access the LBFMS environment.

C.6 Government Furnished Property and Information The Library will provide the contractor with access to all third-party deliverables that are within scope of the IV&V activities required under this task order, as well as the associated task orders that form the basis of those deliverables’ requirements. Additional system documentation (if available) and access to Library networks and systems will be provided as necessary to support the contractor’s fulfillment of the requirements.

The contractor shall work remotely.

The contractor shall furnish its own laptops and employee resources to connect to Library networks.

C.7 Intellectual Property Rights The Library shall have unlimited rights in and rights to use, modify, or reproduce any deliverables provided under this contract in accordance with FAR Clause 52.227-14, Rights in Data. These rights include, but are not limited to, the right to use, disclose and reproduce applicable contractor work product (e.g., documentation, software code, processes and procedures, best practices, test scripts). The Library has the right to share contractor work product with other contractors for future solicitation and/or contract purposes.

C.8 Contractor Travel Travel expenses will not be reimbursed separately.

C.9 Non-Disclosure The contractor shall not release to anyone outside the Contractor’s organization any Government-furnished or Library information, regardless of medium, pertaining to any part of this contract and any information pertaining to testing or validation performed under this contract, unless: (1) the Contracting Officer has given prior written approval; or (2) the information is otherwise in the public domain before the date of release. See also LC52.239-1. Requests for approval under this paragraph shall identify the specific information to be released, the medium to be used, and the purpose for the release. The Contractor shall submit its request to the Contracting Office at least 10 business days before the proposed date for release. The Contractor agrees to notify all contractor employees working on this contract of this restriction and agrees to include a similar requirement in each subcontract under this contract. Subcontractors shall submit requests for authorization to release through the prime contractor to the Contracting Officer.

(End of Statement of Work)