Final_Solicitation.pdf

SECTION A - Solicitation/Contract Form

SECTION B - Supplies or Services and Prices/Costs

B.1 BRIEF DESCRIPTION OF SERVICES

The Center for Disease Control’s Office of the Chief Information Officer requires consulting and management services to meet OCIO’s digital transformation needs: (1) Digital Services Transformation Advisory and Management, (2) Digital Age Workforce Development, (3) Digital Services Organizational Change Management, and (4) Digital Services Technology Transformation and Translation.

B.2 TYPE OF CONTRACT

The contract type awarded is a Time and Materials Contract.

B.3 SEVERABLE SERVICES

The services acquired under this contract are severable services. Funds are only available for use for the contract line item (CLIN) to which they are obligated. Unused funds from one CLIN may not rollover for use in other CLINs.

B.4 CONSIDERATION AND PAYMENT

In consideration of satisfactory performance of the work as described throughout this contract, the Contractor shall be paid in accordance with the fixed loaded hourly rates as shown herein for the specified categories of labor based on the number of actual hours incurred in the performance of the work specified. Fully loaded rates shall be all inclusive of direct labor, fringe benefits, applicable indirect costs, and any profit for each labor category. Additionally, the contractor shall be paid for materials and travel directly chargeable to this contract. If the options are exercised funding will be obligated by modification to the contract. The base period and option periods are priced as follows:

CLIN 1 - Base Period:

Labor Categories Loaded Rates Estimated Hours Estimated Total Senior Advisor Engagement Lead (Sr.

Program Manager)

Technology Transformation Advisor

Sr. Program Analyst Sr. Technologist (EA/Security/Tech

Architecture) Sr. Technologist (Big Data/Cloud/IT Infrastructure)

Senior Facilitation Consultant

Labor Subtotal

CLIN Ceiling (Not to Exceed)

CLIN 2 – Option Period 1:

Technology

Sr. Technologist (Big

CLIN 3 – Option Period 2:

Technology

Sr. Technologist (Big

B.5 CEILING PRICE

The hours and total price per labor category are for budgeting purposes only. The number of hours actually used for each category may exceed or be less than the estimate by category as long as the ceiling price for the CLIN is not exceeded. The ceiling for each CLIN is identified in Section B. The Government shall not be obligated to pay any amount in excess of this ceiling price nor is the Contractor obligated to continue performance if to do so would exceed this ceiling price. In the event that the Government chooses to exercise optional CLINS, unused funds from a previous CLIN may not be used to fund any services taking place in a subsequent CLIN. The ceiling price may be modified by the Government if it is determined that the estimated hours or estimated materials are insufficient for the work required.

B.6 ADDITIONS AND CHANGES TO LABOR CATEGORIES

It may be necessary to add or change labor categories during performance of this contract in order to carry out the services described in Section C. If new labor categories are added, or existing labor categories revised, the parties will negotiate the labor category(ies) prior to the incorporation into the contract. Any new labor rate proposed will be evaluated for reasonableness in accordance with FAR 15.4.

SECTION C - Description/Specifications/Statement of Work

C.1 Introduction

Federal Chief Information Officers (CIO) are facing increasingly sophisticated customer requests, budget streamlining, continuously evolving technology capabilities, and the requirement to understand and meet the demands of complex, unique federal technology needs.

Federal CIOs must address all of these factors by orchestrating digital transformations of their organizations. The Chief Information Officer (CIO) is at the forefront of this digital transformation and has the important mission to not only address these imperatives but also ensure an agency’s technology portfolio continues to meet the agency’s mission. To address the sophisticated demands of orchestrating a digital transformation the CIO must have a dynamic advisory support structure in place that can provide the required subject matter expertise to address the myriad of capabilities required of the CIO to plan and execute a digital and organizational transformation to support the mission of the agency.

The Office of the Chief Information Officer (OCIO) currently faces a number of critical priorities and challenges in the up-coming fiscal years. Headlining the items that demand urgent attention and ongoing commitment from the OCIO is the organization’s ability to digitally transform all areas of its operations. Integration of digital technologies into all areas of the OCIO organization will result in fundamental changes to how the organization operates and how they deliver value to customers. OCIO is faced with numerous external and internal forces that urgently demand this OCIO digital transformation. Government wide-directives such as OMB 17-22, continuous budget reductions, Department mandates and agency priorities such as Reshaping are affecting agency mission and capabilities. These forces are specifically requiring OCIO to transform the workforce for the digital age, provide shared solutions across multiple organizations using modernized technology and identify and translate new technologies to enable the mission. To meet and embrace the challenges and requirements of a digital transformation an OCIO must immediately begin to improve the agility and efficiency of operations, technology, organizational culture and workforce to enable the mission and priorities of the agency.

The following four digital transformation capabilities constitute the scope of consulting and management services required to meet an OCIO’s digital transformation needs: (1) Digital Services Transformation Advisory and Management, (2) Digital Age Workforce Development,

(3) Digital Services Organizational Change Management, and (4) Digital Services Technology Transformation and Translation.

C.2 Digital Transformation Advisory & Management Services

The January 2017 State of Federal IT Report (SOFIT) estimated that of the “$82 billion in Federal IT spending planned for 2017, approximately 70 percent ($57 billion) is dedicated to maintaining legacy investments.” Most CIOs are affected by this challenge and must transform the OCIO organization, technologies and management processes to ensure effective and efficient delivery of new digital services to the agency. To properly address the required digital transformation capabilities an OCIO must call on a team of experts who can provide strategic digital transformation services, execute transformational activities, deliver expert services for portfolio rationalization and identification of new digital services and solutions, and lead business process improvements to drive improved decision making. The digital transformation team will deliver varying levels of analyses that include but are not limited to digital technologies, business process and service portfolio rationalizations, technology and platform evaluations, and digital transformation roadmap planning and execution. These activities will allow an OCIO to make more informed operational decisions to effectively orchestrate the OCIO organizational digital transformation.

C.3 Digital Age Capabilities and Workforce Development

An OCIO’s digital transformation team must be able to objectively review the skills and capabilities of the existing OCIO workforce and organizational structures, in order to plan and execute an OCIO’s digital transformation. Digital technologies are evolving at an unprecedented pace and are thoroughly impacting agencies through the advocacy by key stakeholders and other Federal agencies for adoption of shared services, cloud, big data and mobile computing technologies. These digital technologies are fundamentally altering the development and capability needs of an OCIO’s current and future workforce and organizational structures. For example, the January 2017 SOFIT report estimated that the “use of shared services is estimated to generate between $21 billion and $47.2 billion in cost savings between 2015 and 2025.” These cost savings will undoubtedly be attained through the reorganizing of various organizations and the reskilling of the IT workforce. The CIO will be at the apex of this digital transformation and must advocate, analyze, and thoroughly educate the workforce and develop the organizational structures required during this evolution. An OCIO digital transformation team must be able to assist in the development of a highly responsive and digitally skilled workforce within an organizational structure that allows for execution of a digital transformation strategy. Key characteristics of the support required by an OCIO in the area of digital age workforce development include digital skill identification, re-skilling curriculum development as part of the digital transformation strategy, assessments of existing organizational structures and the design, feasibility assessment and implementation of new organizational structures where defined new digitally transformed roles and responsibilities will exist.

C.4 Collaborative Product Development Services

Customers and stakeholders play a critical role in an OCIO’s transformation. To bring the customer to the forefront of the solutions and products an OCIO offers, the OCIO digital transformation team must be able to document and assess the existing customer journey, make recommendations for a digital age customer interaction platform and facilitate collaborative needs and product development sessions with customers. The OCIO transformation team must work with an agency’s innovation team to integrate user design principles and methods into the collaboration and product development sessions that are required.

C.5 Digital Services Organizational Change Management

The ability to effectively manage, communicate, facilitate and measure an OCIO’s digital transformation priorities and activities required to enable an agency’s mission is a critical area of responsibility for an OCIO digital transformation team. Digital services organizational change management responsibilities include development and execution of a comprehensive change management plan that includes the identification and analysis of impacted stakeholders, creation of a digital transformation communications plan to include “OCIO Transformational Roadshows” and development of Key Performance Indicators (KPIs) that assess and reflect the status and effectiveness of OCIO’s digital transformation. Orchestrating the successful digital transformation of an OCIO requires organizational change management expertise and activities that clearly communicate OCIO’s digital transformation priorities, activities and achievements.

C.6 Digital Services Technology Transformation and Translation

Creating an environment that encourages technology transformation through innovation is a challenge for many government agencies, where transformation can be inhibited by a lack of financial incentives, restrictive policies and controls and the political environment. Nevertheless, as reported in the January 2017 SOFIT report, approximately 70 percent of Federal IT spending planned for 2017 was dedicated to maintenance of legacy investments, making IT modernization and transformation a pressing imperative for most federal agencies. Within this context an OCIO needs the ability to transform existing platforms, incubate promising technologies, tools, or new ways of working. Technology transformation and translation activities include providing a comprehensive program and the management oversight to ensure innovative digital technologies translate into minimally viable products (MVPs) applicable to the agency and for achieving the CIO’s vision of a digitally transformed IT portfolio and infrastructure. Key features of a comprehensive digital services technology transformation and translation program will include digital transformation platform and technology roadmap management, and digital trend reports.

C.7 Deliverables Month Deliverable Deliverable Description

1 Program Kick-Off Meeting & Presentation 2 Initial OCIO Digital Transformation Roadmap Presentation 3 OCIO Monthly Leadership Meeting & Presentation 4 OCIO Digital Transformation Executive Presentation (NTE 2) 5 OCIO Digital Transformation Report for OCIO Intranet 6 Monthly Status Meeting and Report

7 Updated OCIO Digital Transformation Roadmap Presentation 8 OCIO Monthly Leadership Meeting & Presentation 9 OCIO Digital Transformation Executive Presentation (NTE 2)

10 OCIO Digital Transformation Report for OCIO Intranet 11 Monthly Status Meeting and Report

12 Updated OCIO Digital Transformation Roadmap Presentation 13 Technology & Digital Trend Report 14 OCIO Monthly Leadership Meeting & Presentation 15 OCIO Digital Transformation Executive Presentation (NTE 2) 16 CIOs unITe Meeting Facilitation and Presentations 17 OCIO Digital Transformation Report for OCIO Intranet 18 Monthly Status Meeting and Report

19 Updated OCIO Digital Transformation Roadmap Presentation 20 OCIO Monthly Leadership Meeting & Presentation 21 OCIO Digital Transformation Executive Presentation (NTE 2) 22 OCIO Digital Transformation Report for OCIO Intranet 23 Monthly Status Meeting and Report

24 Updated OCIO Digital Transformation Roadmap Presentation 25 OCIO Monthly Leadership Meeting & Presentation 26 OCIO Digital Transformation Executive Presentation (NTE 2) 27 OCIO Digital Transformation Report for OCIO Intranet 28 Monthly Status Meeting and Report

6 29 Updated OCIO Digital Transformation Roadmap Presentation

Month Deliverable Deliverable Description 30 Technology & Digital Trend Report 32 OCIO Monthly Leadership Meeting & Presentation 33 OCIO Digital Transformation Executive Presentation (NTE 2) 34 CIOs unITe Meeting Facilitation and Presentations 35 OCIO Digital Transformation Report for OCIO Intranet 36 Monthly Status Meeting and Report

37 Updated OCIO Digital Transformation Roadmap Presentation 38 OCIO Monthly Leadership Meeting & Presentation 39 OCIO Digital Transformation Executive Presentation (NTE 2) 40 OCIO Digital Transformation Report for OCIO Intranet 41 Monthly Status Meeting and Report

50 Updated OCIO Digital Transformation Roadmap Presentation 51 OCIO Monthly Leadership Meeting & Presentation 52 OCIO Digital Transformation Executive Presentation (NTE 2) 53 OCIO Digital Transformation Report for OCIO Intranet 54 Monthly Status Meeting and Report

55 Updated OCIO Digital Transformation Roadmap Presentation 56 Technology & Digital Trend Report 57 OCIO Monthly Leadership Meeting & Presentation 58 OCIO Digital Transformation Executive Presentation (NTE 2) 59 CIOs unITe Meeting Facilitation and Presentations 60 OCIO Digital Transformation Report for OCIO Intranet 61 Monthly Status Meeting and Report

62 Updated OCIO Digital Transformation Roadmap Presentation 63 OCIO Monthly Leadership Meeting & Presentation 64 OCIO Digital Transformation Executive Presentation (NTE 2) 65 OCIO Digital Transformation Report for OCIO Intranet 66 Monthly Status Meeting and Report

67 Updated OCIO Digital Transformation Roadmap Presentation 68 OCIO Monthly Leadership Meeting & Presentation 69 OCIO Digital Transformation Executive Presentation (NTE 2) 70 OCIO Digital Transformation Report for OCIO Intranet 71 Monthly Status Meeting and Report

72 Annual OCIO Digital Transformation Report 73 Final Comprehensive Project Status Report (Contract Completion) 74 Technology & Digital Trend Report 75 OCIO Monthly Leadership Meeting & Presentation 76 OCIO Digital Transformation Executive Presentation (NTE 2) 77 CIOs unITe Meeting Facilitation and Presentations 78 OCIO Digital Transformation Report for OCIO Intranet 79 Monthly Status Meeting and Report

C.8 Performance Based Matrix Deliverable/Service

Required Success Indicators Criteria for Acceptable Quality Level

Surveillance Method

Consultative support available Monday- Friday, 8 a.m. to 5 p.m. EST

- Compliance to commercial standard

- Timeliness

- Quality

- Problem resolution completeness

90% compliance with government requirements and COR

Government inspection

Research Papers, SLAs, Roadmaps, Recommendations, Trend Reports, and Analysis

- Quality

- Accuracy

- Timeliness

- Accepted by Govt.

90% compliance with government requirements and COR

Government inspections and acceptance

Monthly, Final and Annual Reports

- Quality

- Accuracy

- Timeliness

- Accepted by Govt.

100% compliance with government requirements and COR

Government inspections and acceptance

Group/Meeting Facilitations & Presentations

- Accurate & timely slide deck

- Quality

- Effective resolution follow-up

90% compliance with government requirements and COR

Government inspections and acceptance

C.9 Estimated Staffing

It is anticipated the CIO will require a team of highly experienced consultants to support the digital transformation. The team’s corresponding roles and skills are listed below. As the needs of the CIO digital transformation continues to evolve, the composition of the support team and their skills sets may need to be modified.

Role Resource Type Estimated LoE Senior Advisor Advisor with organizational development, executive training/coaching, and business integration expertise, including commercial healthcare data industry experience

Part Time

Engagement Lead Senior Program Manager with advisory and management consulting experience focused on transforming organizational operations

Full Time

Technology Transformation

Advisor

Technology transformation and translation program, governance, and portfolio management expertise

Full Time

Senior Program Analyst

Senior consultant with organizational performance and technology consulting

Part Time

Technology SME Senior technologist with expertise in digital services, EA, and overall technology architecture transformation expertise

Part Time

Technology SME Senior technology consultant with product management experience

Part Time

Senior Consultants (2)

Senior consultant with transformation communication, facilitation, management and experience creating and documenting process, policies, and program templates

Part Time

C.10 Position Descriptions

Engagement Lead Duties:

• Collaborates with the CIO to provide strategic direction and oversight to the development and execution of the OCIO’s IT strategic plan.

• Assists in governance oversight, project and portfolio management, and service delivery management and assessment.

• Identifies and recommends improved program management processes, procedures, and standards leading to enhanced OCIO service delivery and customer satisfaction.

• Responsible for providing leadership for planning, developing, and implementing OCIO’s operational imperatives initiatives.

• Assist OCIO in providing strategic guidance to OCIO customers in the assessment and development of existing and or proposed systems.

• Responsible for assisting OCIO in providing liaison services to customers to identify and define IT acquisition requirements.

• Perform a varying level of OCIO organizational analyses to include program, service portfolio and operational imperative Return on Investment (ROI) analyses.

• Performs a myriad of financial and program related analyses of OCIO IT initiatives such as producing comparative analyses and creating initiative cost/benefit models.

• Provide project management and overall oversight and guidance to OCIO’s identified and priority operational imperatives.

• Reviews, assesses and recommends improvements to current OCIO organizational structures and customer response activities and strategies.

• Develops and implements OCIO customer engagement strategies through the identification of OCIO customer priorities and the creation and delivery of OCIO staff training and knowledge sharing.

• Assist OCIO in the development, implementation and reporting of Key Performance Indicators used to measure OCIO organizational performance.

• Creates and manages the dissemination of OCIO communications to internal and external stakeholders highlighting critical OCIO activities and operational initiatives.

Qualities

• Principal or Vice President level experience - strategic and hands on

• Experience with (1) Strategic planning and operations, (2) Organizational transformation,

(3) Business process and portfolio analysis and (4) Stakeholder and customer engagement Years of Experience, Education, and Certification

• Master’s degree in any field but preferably a Masters of Business Administration (MBA)

• Twelve (12) years of increasing responsibility leading and supporting Civilian, DoD and

Government programs and projects

• Project Management Professional Certification (PMP)

• Information Technology Infrastructure Library (ITIL) v3 Foundation Certificate

Technology Transformation Advisor Duties:

• Assist OCIO staff with management of the internal communications and collaboration process around innovation, including embracing and influencing existing initiatives and maintaining alignment with a variety of key stakeholders

• Assist OCIO staff with management of external innovation channels, i.e. with CIOs and partners.

• Responsible for creating a forum for innovative ideas and highlighting successes and developing employee recognition for innovation. May include idea generation sessions, jam sessions, crowdsourcing efforts, etc.

• Develops innovation training to develop and measure improvements in innovation and the skills needed.

• Scouts and standardizes market research methods for conducting environmental scans and research into new technologies and operating models, provide recommendations for implementation to improve OCIO methods, products and services delivered to agency customers

• Work closely with key stakeholders in the OCIO senior leadership team to understand current thinking and opinions on innovation and to help OCIO branches achieve goals for innovation, development, modernization, and enhancement

• Works with agency innovation leaders to build business cases in support of innovation prototypes, MVPs, pilots, and enterprise transformation.

• Creates and overseas "deep dive" analyses and briefings of emerging technologies' and new domains regarding potential relevance to OCIO and the agency’s mission.

• Responsible for working managing and coordinating the development of OCIO's innovation strategy.

• Works closely with both the operational and non-operational community to build understanding of "game changing" priorities.

• Responsible for managing and providing project management expertise for pilot and testing projects and new processes throughout the business.

Qualities

• Manager level experience - strategic and hands on

• Experience with (1) Researching emerging technologies and market insights, (2) Testing and trying innovative technologies and practices, (3) Writing proposals and (4) Liaising with senior stakeholders to propose initiatives and advise on innovation

Years of Experience, Education, and Certification

• Doctoral degree (Ph.D.) in any field

• Ten (10) years of increasing responsibility supporting Civilian, DoD, Government and or

Academia Based research and innovations programs and projects

• Project Management Professional Certification (PMP)

C.11 Travel and Other Direct Costs

All travel and other direct costs will be included in the contractor’s price for this work. If contractor is not local, travel to CDC/OCIO Atlanta, GA offices is estimated at two (2) three-day trips per month for two contractor personnel per annum. Other annual domestic travel in support of CDC’s CIO is estimated at one (1) three-day trip per quarter for up to two contractor personnel.

SECTION D - Packaging and Marking

D.1 PACKAGING AND MARKING

All deliverables shall be delivered to the Contracting Officer’s Representative (COR) identified in Section G and shall be marked as follows:

1. Name and address of the Contractor;

2. Contract Number;

3. Description of item contained therein; and

4. Consignee's name and address.

D.2 PAYMENT OF POSTAGE AND FEES

All postage and fees related to submitting information including forms, reports, etc. to the Contracting Officer or COR shall be paid by the Contractor.

SECTION E - Inspection and Acceptance

E.1 INSPECTION AND ACCEPTANCE

Pursuant to FAR clause 52.212-4, all work described in Section C to be delivered under this contract is subject to final inspection and acceptance by an authorized representative of the Government. The authorized representative of the Government is the Contracting Officer’s Representative (COR), who is responsible for inspection and acceptance of all services, materials, or supplies to be provided by the Contractor.

E.1.1 Inspection and Acceptance Criteria Final inspection and acceptance of all work performed, reports and other deliverables will be performed at the place of delivery by the COR.

E.1.2 General Acceptance Criteria General quality measures, as set forth below, will be applied to each work product received from the Contractor under this Statement of Work.

• Accuracy - Work Products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

• Clarity - Work Products shall be clear and concise. Any/all diagrams shall be easy to understand and be relevant to the supporting narrative.

• Consistency to Requirements - All work products must satisfy the requirements of this

Statement of Work.

• File Editing - All text and diagrammatic files shall be editable by the Government.

• Format - Work Products shall be submitted in hard copy and electronic copy. The electronic copy must be in a format as indicated in the Deliverables Table.

SECTION F - Deliveries or Performance

F.1 PERIOD OF PERFORMANCE – Severable Services

Period and Place of Performance

Estimated Base Period: Sep 28, 2018 through Sep 27, 2019 Estimated Option Period 1: Sep 28, 2019 through Sep 27, 2020 Estimated Option Period 2: Sep 28, 2020 through Sep 27, 2021

Option periods may be exercised in accordance with FAR Clause 52.217-9 entitled "Option to Extend the Term of the Contract."

F.2 PLACE OF PERFORMANCE

Services will be performed mainly onsite in CDC/OCIO’s Atlanta, GA, facilities, with some work allowed at the contractor’s own facilities.

F.3 OBSERVANCE OF LEGAL HOLIDAYS AND DAYS OF GOVERNMENT

CLOSURE – ONSITE CONTRACTOR EMPLOYEES

(a)(1) The performance of this contract requires contractor employees of the prime contractor or any subcontractor, affiliate, partner, joint venture, or team member with which the contractor is associated, including consultants engaged by any of these entities, to have access to, physical entry into, and to the extent authorized, mobility within, a Federal facility.

(2) HHS may close and or deny contractor access to a Federal facility for a portion of a business day or longer due to any one of the following events:

(i) Federal public holidays for federal employees in accordance with 5 U.S.C. 6103.

(ii) Fires, floods, earthquakes, unusually severe weather to include snow storms, tornadoes and hurricanes.

(iii) Occupational safety or health hazards.

(iv) Any other reason.

(3) In such events, the contractor employees may be denied access to a Federal facility, in part or in whole, to perform work required by the contract. Contractor personnel already present at a Federal facility during such events may be required to leave the facility.

(b) In all instances where contractor employees are denied access or required to vacate a Federal facility, in part or in whole, the contractor shall be responsible to ensure contractor personnel working under the contract comply. If the circumstances permit, the contracting officer will provide direction to the contractor, which could include continuing on-site performance during the Federal facility closure period. In the absence of such direction, the contractor shall exercise sound judgment to minimize unnecessary contract costs and performance impacts by, for example, performing required work off-site if possible or reassigning personnel to other activities if appropriate.

(c) The contractor shall be responsible for monitoring when the Federal facility becomes accessible and shall resume contract performance as required by the contract.

(d) For the period that Federal facilities were not accessible to contractor employees, the contracting officer may—

(1) Adjust the contract performance or delivery schedule for a period equivalent to the period the Federal facility was not accessible;

(2) Forego the work;

(3) Reschedule the work by mutual agreement of the parties; or

(4) Consider properly documented requests for equitable adjustment, claim, or any other remedy pursuant to the terms and conditions of the contract.

SECTION G - Contract Administration Data

G.1 PROVISIONS APPLICABLE TO MATERIAL COSTS

No material costs are allowable.

G.2 AUTHORITIES OF GOVERNMENT PERSONNEL

Notwithstanding the Contractor's responsibility for total management during the performance of this contract, the administration of this contract will require maximum coordination between the Government and the Contractor. The following individuals will be the Government's points of contact during the performance of this contract:

Contracting Officer Name: Sam Layton Address: Program Support Center U.S. Department of Health and Human Services 299 S. Main St. Suite 400 Salt Lake City, Utah 84111 Phone: 385-285-7381 Email: Samuel.Layton@psc.hhs.gov

All communications pertaining to contractual and/or administrative matters under this contract shall be sent to:

Contract Specialist Name: Kristine Zechman Address: Contract Specialist, Acquisition Management Services Program Support Center U.S. Department of Health and Human Services 7700 Wisconsin Avenue Bethesda, Maryland 20857 Phone: (703) 995-9329 Email: Kristine.Zechman@psc.hhs.gov

Contracting Officer's Representative Name: TBD Address: TBD Phone: TBD Email: TBD

Note: The Contracting Officer is the only individual authorized to modify the contract.

mailto:Samuel.Layton@psc.hhs.gov

G.3 CONTRACTING OFFICER'S REPRESENTATIVE (COR) AUTHORITY

(a) Performance of work under this contract must be subject to the technical direction of the Contracting Officer's Representative identified above, or a representative designated in writing.

The term "technical direction" includes, without limitation, direction to the contractor that directs or redirects the labor effort, shifts the work between work areas or locations, fills in details and otherwise serves to ensure that tasks outlined in the work statement are accomplished satisfactorily.

(b) Technical direction must be within the scope of the specification(s)/work statement.

The Contracting Officer's Representative does not have authority to issue technical direction that:

(1) Constitutes a change of assignment or additional work outside the specification(s)/statement of work;

(2) Constitutes a change as defined in the clause entitled "Changes";

(3) In any manner causes an increase or decrease in the contract price, or the time required for contract performance;

(4) Changes any of the terms, conditions, or specification(s)/work statement of the contract;

(5) Interferes with the contractor's right to perform under the terms and conditions of the contract; or

(6) Directs, supervises or otherwise controls the actions of the contractor's employees.

(c) Technical direction may be oral or in writing. The Contracting Officer's Representative shall confirm oral direction in writing within five work days, with a copy to the Contracting Officer.

(d) The contractor shall proceed promptly with performance resulting from the technical direction issued by the Contracting Officers, Representative. If, in the opinion of the contractor, any direction of the Contracting Officers, Representative, or his/her designee, falls within the limitations in (b), above, the contractor shall immediately notify the Contracting Officer no later than the beginning of the next Government work day.

(e) Failure of the contractor and the Contracting Officer to agree that technical direction is within the scope of the contract shall be subject to the terms of the clause entitled "Disputes."

G.4 GOVERNMENT-FURNISHED PROPERTY

The Government will provide the following items(s) of Government property to the Contractor for use in the performance of this contract. The property shall be used and maintained by the Contractor in accordance with the HHS Contractors' Guide for Control of Government Property (Appendix Q of the HHS Logistics Management Manual) found at https://web.archive.org/web/20111015044731/http:/www.hhs.gov/hhsmanuals/. The Contractor shall be responsible and accountable for all government property; either furnished or acquired, and also is required to keep the Government's official records of Government property in their possession and control. The following item(s) of Government property are hereby furnished to the Contractor:

None will be provided.

G.5 INVOICES - COMMERCIAL

(1) Invoice Submission

The Contractor shall submit invoices once per month.

A proper invoice, with all required back-up documentation shall be sent electronically, via email, to the COR mailbox:

Contracting Officer's Representative (COR):

A proper invoice, not including non-invoice related documents (i.e. deliverables, reports, balance statements) shall be sent electronically, via email, to:

1. Contract Specialist Kristine.Zechman@psc.hhs.gov

2. COR

3. Mailbox: pscsas.invoices@psc.hhs.gov

4. Financial Management Service (FMS) via mailbox: psc_invoices@psc.hhs.gov

The subject line of your email invoice submission shall contain the contract number, order number (if applicable), and the number of invoices. The Contractor shall send one email per contract per month. The email may have multiple invoices for the contract. Invoices must be in the following formats: PDF, TIFF, or Word. No Excel formats will be accepted. The electronic file cannot contain multiple invoices; example, 10 invoices requires 10 separate files (PDF or TIFF or Word).

Invoices shall be submitted in accordance with the contract terms, i.e. payment schedule, progress payments, partial payments, deliverables, etc.

All calls concerning contract payment shall be directed to the COR.

Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of Management and Budget (OMB) prompt payment regulations at 5 CFR Part 1315.

https://web.archive.org/web/20111015044731/http:/www.hhs.gov/hhsmanuals/ mailto:Kristine.Zechman@psc.hhs.gov mailto:pscsas.invoices@psc.hhs.gov mailto:psc_invoices@psc.hhs.gov

(2) Invoice Elements

In accordance with FAR 52.212-4, Contract Terms and Conditions-Commercial Items, the Contractor shall submit an electronic invoice to the email addresses designated in the contract to receive invoices. A proper invoice must include the following items:

(i) Name and address of the Contractor;

(ii) Invoice date and number;

(iii) Contract number, contract line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice.

(B) In accordance with the requirements of the Debt Collection Improvement Act of 1996, all payments under this order will be made by electronic funds transfer (EFT). The Contractor shall provide financial institution information to the Finance Office designated above in accordance with FAR 52.232-33 Payment by Electronic Funds Transfer - System for Award Management.

Additionally, the Program Support Center (PSC) requires:

(i) the invoice to break-out price/cost by contract line item number (CLIN) as specified in the pricing section of the contract

(ii) the invoice to include the Dun & Bradstreet Number (DUNS) of the Contractor

G.6 ELECTRONIC SUBCONTRACTING REPORTING SYSTEM (eSRS) REPORTING

The Contractor shall report all subcontract awards to small, small disadvantaged, women-owned, HUBZones, veteran-owned and service-disabled veteran-owned small business concerns. The reports shall be prepared using the electronic Subcontracting Reporting System (eSRS) via the internet at http://www.esrs.gov. The Individual Subcontracting Report (ISR), formerly SF 294, shall be submitted semi-annually for the periods of October 1 through March 31 and April 1 through September 30. The Summary Subcontracting Report (SSR), formerly, SF 295 shall be submitted annually for the period of October 1 through September 30.

SECTION H - Special Contract Requirements

H.1 KEY PERSONNEL

The key personnel subject to HHSAR Clause 352.237-75 are as follows:

Name Position Title

1. Engagement Lead

2. Technology Transformation Advisor

H.2 PROHIBITION AGAINST PERSONAL SERVICES

The Contractor shall not perform personal services under this contract. Contractor personnel are employees of the Contractor or its subcontractors and are under the administrative control and supervision of the Contractor. A Contractor supervisor must give all individual Contractor employee assignments and daily work direction. The Government will not supervise or direct Contractor employees in the performance of their assignments. If at any time the Contractor believes that any Government action or communication has been given that would create a personal service relationship between the Government and any Contractor employee, the contractor shall promptly notify the Contracting Officer of this communication or action. The Contractor shall not perform any inherently-governmental functions under this contract. No Contractor employee shall represent or give the appearance that he/she is a Government employee, agent or representative. No Contractor employee shall state orally or in writing at any time that he or she is acting on behalf of the Government. The Contractor is responsible for ensuring that all employees assigned to this contract understand and are committed to following these requirements.

H.3 CONTRACTOR PERFORMANCE EVALUATION(S)

During the life of this contract, Contractor performance will be evaluated on an interim and final basis pursuant to FAR Subpart 42.15. The Contractor Performance Assessment Reporting System (CPARS) will be utilized for these reviews. Information on CPARS can be located at http://www.cpars.gov.

H.4 RESTRICTIONS ON CONTRACTOR ACCESS TO GOVERNMENT OR THIRD

PARTY INFORMATION

The purpose of this clause is to set forth the restrictions that will govern Contractor employees access to Government or third party information in order to protect the information from unauthorized use or disclosure.

A. Under this contract, the Contractor will have access to Contractor proprietary information and other nonpublic information.

B. Restrictions on use and disclosure of information.

(1) With regard to any information to which the Contractor is given access in performance of this contract, whether the information comes from the Government or from third parties, the Contractor shall:

(i) Utilize the information only for the purposes of performing the services specified in this contract, and not for any other purposes;

(ii) Safeguard information from unauthorized use and disclosure;

(iii) Allow access to the information only to those employees who need it to perform services under this contract;

(iv) Preclude access and disclosure of information to persons and entities outside of the Contractor's organization that do not have authority to access the information;

(v) Inform employees, who may require access to information, about their obligations to utilize it only to perform the services specified in this contract and to safeguard that information from unauthorized use and disclosure; and

(vi) Ensure each employee complies with the restrictions set forth in (i), (ii), (iii), and (iv) above.

(2) Unless specifically permitted in writing by the Contracting Officer, the Contractor shall not use information acquired in performance of the contract, or generated by or for the Government to:

(i) Compete for work for the Government; or

(ii) Submit an unsolicited proposal to the Government.

(3) If the Contractor is exposed to information that is marked in a way that indicates the Contractor should not receive this information, the Contractor shall:

(i) Notify the Contracting Officer; and

(ii) Use the information only in accordance with the instructions of the Contracting Officer.

C. Breach of any of the conditions of this section of the contract may provide grounds for the Government to:

(i) Require the contractor to remove the contract employee or employees from the performance of the contract;

(ii) Require the contractor to terminate the subcontractor;

(iii) Suspend contractor payments;

(iv) Terminate this contract for default or cause;

(v) Suspend or debar the Contractor for serious misconduct affecting present responsibility; and;

(vi) Pursue such other remedies as may be permitted by law, regulation, or this contract.

D. Unauthorized disclosure or other misuse of information protected by the Privacy Act of 1974 may result in a fine up to $5000 and /or other penalties. In addition, unauthorized disclosure or other misuse of information covered under the Federal Trade Secrets Act (18 USC 1905) may result in a fine, or imprisonment up to 1 year, or both.

E. The Contractor shall flow down this clause to subcontractors at all tiers.

H.5 POST AWARD ORGANIZATIONAL CONFLICT OF INTEREST

a. General: The Contractor shall have programs in place to identify, report, and mitigate actual and potential conflicts of interest for itself, its employees, subcontractors and consultants.

The existence of such programs and the disclosure of known actual or potential conflicts are material performance requirements of this contract.

b. Disclosure: The Contractor shall report all actual and potential conflicts of interest pertaining to this contract to the Contracting Officer, including those that would be caused by a contemplated modification to this contact or another contract. Such reports shall be in writing (including by email). Upon request, the Contractor shall respond to a Contracting Officer's request for an OCI mitigation plan.

c. Resolution: In the event the Contracting Officer determines that a conflict of interest exists, based on disclosure from the Contractor or from other sources, the Contracting Officer shall take action which may include, but is not limited to, requesting a mitigation plan from the Contractor, terminating part or all of the contract, modifying the contract or obtaining a waiver in accordance with applicable law, including FAR 9.503 as applicable.

H.6 DEPARTMENT OF LABOR WAGE DETERMINATIONS

It is not anticipated that the type of labor categories requested are subject to Wage Determinations.

H.7 EQUAL EMPLOYMENT OPPORTUNITY POSTERS

In order to comply with the notice posting requirements of FAR clause 52.222-26 Equal Opportunity as incorporated into the contract, the contractor shall obtain the posters from the following link: https://www1.eeoc.gov/employers/poster.cfm.

H.8 HOMELAND SECURITY AND PRESIDENTIAL DIRECTIVE-12 (HSPD-12)

Homeland Security Presidential Directive 12 (HSPD-12) was issued to implement the policy of the United States to enhance security, increase Government efficiency, reduce identity fraud, and protect personal privacy by establishing a mandatory, Government-wide standard for secure and reliable forms of identification issued by the Federal Government to its employees and contractors (including contractor employees). Under this directive, the heads of executive departments and agencies are required to implement programs to ensure that identification issued by their departments and agencies to Federal employees and contractors meets the Standard.

In performance of services under this task order, the contractor shall insure all its personnel who require physical access to federally controlled facilities and access to federally controlled information systems have been issued identification in compliance with HSPD-12 policy.

In their proposals, offerors shall confirm they will comply with the government’s identification procedure for implementing HSPD-12 policy.

H.9 SECTION 508 (29 USC 794d)

HHSAR Provision, 352.239-73: Electronic and Information Technology Accessibility Notice

(a) Section 508 of the Rehabilitation Act of 1973 (29 U.S.C. 794d), as amended by the Workforce Investment Act of 1998 and the Architectural and Transportation Barriers Compliance Board Electronic and Information (EIT) Accessibility Standards (36 CFR part 1194), require that when Federal agencies develop, procure, maintain, or use electronic and information technology, Federal employees with disabilities have access to and use of information and data that is comparable to the access and use by Federal employees who are not individuals with disabilities, unless an undue burden would be imposed on the agency. Section 508 also requires that individuals with disabilities, who are members of the public seeking information or services from a Federal agency, have access to and use of information and data that is comparable to that provided to the public who are not individuals with disabilities, unless an undue burden would be imposed on the agency.

(b) Accordingly, any offeror responding to this solicitation must comply with established HHS EIT accessibility standards. Information about Section 508 is available at http://www.hhs.gov/web/508. The complete text of the Section 508 Final Provisions can be accessed at http://www.access-board.gov/sec508/standards.htm.

(c) The Section 508 accessibility standards applicable to this contract are: 1194 https://www1.eeoc.gov/employers/poster.cfm

205 WCAG 2.0 Level A & AA Success Criteria

302 Functional Performance Criteria

502 Inoperability with Assistive Technology

503 Applications

504 Authoring Tools

602 Support Documentation

603 Support Services

In order to facilitate the Government's determination whether proposed EIT supplies meet applicable Section 508 accessibility standards, offerors must submit an HHS Section 508 Product Assessment Template, in accordance with its completion instructions. The purpose of the template is to assist HHS acquisition and program officials in determining whether proposed EIT supplies conform to applicable Section 508 accessibility standards. The template allows offerors or developers to self-evaluate their supplies and documentation detail - whether they conform to a specific Section 508 accessibility standard, and any underway remediation efforts addressing conformance issues. Instructions for preparing the HHS Section 508 Evaluation Template are available under Section 508 policy on the HHS Web site http://hhs.gov/web/508.

In order to facilitate the Government's determination whether proposed EIT services meet applicable Section 508 accessibility standards, offerors must provide enough information to assist the Government in determining that the EIT services conform to Section 508 accessibility standards, including any underway remediation efforts addressing conformance issues.

(d) Respondents to this solicitation must identify any exception to Section 508 requirements. If a offeror claims its supplies or services meet applicable Section 508 accessibility standards, and it is later determined by the Government, i.e., after award of a contract or order, that supplies or services delivered do not conform to the accessibility standards, remediation of the supplies or services to the level of conformance specified in the contract will be the responsibility of the Contractor at its expense.

H.10 SPECIAL CONSIDERATIONS

Analysis of Security or Privacy Issues All information systems deployed within any federal infrastructure must support industry best practices for secure implementation as well as appropriate federally approved levels of encryption for data both in-transit and at-rest. Web-based front-end will be evaluated for security compliance both at initial deployment and throughout the system development lifecycle.

Any identified security issues will be subject to vendor remediation based on the severity of vulnerability. Contractor performance and resulting deliverables must adhere to all federal, HHS, and/or CDC IT security policies and procedures as detailed in the following HHSAR clauses currently found at: http://www.hhs.gov/policies/hhsar/subpart352-30s.html.

The E-Government Act of 2002, (Federal Information Management Act) and the below federal policies dictate the framework for assuring information security for data systems operated by or on behalf of the Federal government. These are summarized below:

http://www.hhs.gov/policies/hhsar/subpart352-30s.html

• OMB Circular A-130 (http://www.whitehouse.gov/omb/Circulars_a130_a130trans4/) establishes policy for the management of Federal information resources, pursuant to a number of laws and regulations, including the Paperwork Reduction Act of 1980 (amended in 1995), the Computer Security Act of 1987, and other laws. Circular A-130 requires all federal information systems to have security plans, emergency response capabilities, designated individuals who are responsible for security, security awareness training, and regular review of the system.