J-2_Scope of Services_Amendment_001.docx

INDEFINITE DELIVERY, INDEFINITE QUANTITY (IDIQ) CONTRACT

SCOPE OF SERVICES

Data and Systems Support Services

SGAC Data and Systems Support IDIQ

1. BACKGROUND.

The Department of State (DoS) plays an essential role in ensuring that foreign policy missions are accomplished in a safe and secure environment. The Office of the US Global AIDS Coordinator and Global Health Diplomacy (S/GAC) currently falls under the Secretary of State (S). S/GAC oversees and directs all resources and activities of the U.S. Government (USG) response to global HIV/AIDS. Our goal is to implement the President’s Emergency Plan for AIDS Relief (PEPFAR), including U.S. contributions to the Global Fund to Fight AIDS, Tuberculosis, and Malaria, and relations with other bilateral and multilateral organizations. PEPFAR is the most significant commitment made by any nation to combat a single disease internationally, which operates in nearly 60 countries through bilateral and regional programs to end AIDS as a public health threat. PEPFAR supported programs are implemented under the leadership of the Department of State (DoS) and through a multitude of USG agencies, including the U.S. Agency for International Development (USAID); the U.S. Department of Health and Human Service (HHS), including the Centers for Disease Control and Prevention (CDC), the Health Resources and Services Administration (HRSA), the National Institutes of Health (NIH); the U.S. Department of Defense (DoD); the U.S. Department of the Treasure and the Peace Corps. S/GAC also provides financial support and technical input, via a Memorandum of Understanding (MOU), to the Department of State Foreign Assistance (F) Bureau with their Foreign Assistance Coordination and Tracking Systems (FACTS Info).

PEPFAR has invested in core systems and data streams needed to support program management and oversight since its inception. Theses core systems focus on collection, use, and exchange of data to facilitate real-time analysis of program performance by overlaying financial, implementing partner (IP) performance, geographic, and epidemiological data to allow targeting of finite resources to the specific populations and locations that need them. PEPFAR relies on several systems, processes, and data streams to drive its annual target setting and quarterly performance monitoring processes including, but not limited to, those outlined in the Figure 1, Figure 2, and referenced in the annual PEPFAR Data Calendar. These data streams and tools are critical to the PEPFAR mission and enable its commitment to transparency, accountability, impact, and equity to taxpayers, beneficiaries, and host government stakeholders.

Figure 1: Key PEPFAR Centrally Supported Systems

As a data-driven, dynamic program, PEPFAR makes regular adjustments to the types of data it collects as well as the data collection, management, and analysis methods. Therefore, it is critical that: 1) the underlying systems and data infrastructure are flexible to allow for these changes and 2) the staff supporting these systems work according to an agile methodology to permit incorporation of changing and new requirements.

Figure 2: PEPFAR Data Streams

Refer to the Appendices A through H for the following information: A) DoS Points of Contact, B) PEPFAR Data Streams, C) Organization Chart, D) Hardware/Software, and Hosting, E) Nondisclosure Agreement, F-1) Foreign Service Institute (FSI) Training, F-2) FSI Training Memo, G) Contractor Training and Travel Authorization Form, and H) PWS Acronym Table.

2. OBJECTIVE.

The primary purpose of this contract is to provide quality engineering, systems, hardware, software, hosting, data collection, analysis, and appropriate operational & administrative management to support data-driven decisions to S/GAC and F. This contract is also required to meet the objectives set forth by S/GAC Data and System Governance team to deliver and integrate the global PEPFAR enterprise environment. Further aligning the PEPFAR program towards its goals and mission.

3. SCOPE.

The scope of this contract includes the following performance areas: Program Management, Programmatic Services, and Systems Support services. S/GAC core effort is to continue the collection, management and analysis of programmatic and health data while evolving the existing PEPFAR mission. Our goal is to include innovation to infuse new technology and modernization into our current processes and architecture. The specific tasks associated with these performance areas are as follows: The Contractor shall supply all personnel required for the task/subtasks below. The Government will procure all hardware, hosting, and software licenses for this program. If there is a special need that requires the Contractor to procure hardware, hosting and software licenses, the Contracting Officer must approve the exception based on a written justification and issue a task order and/or task order modification with applicable terms and conditions. The Contractor will support implementation and shall provide necessary updates to hardware, hosting, software licensing. In addition, the Contractor shall support a kick-off meeting and all other meetings related to the subtasks below.

4. TASK S/GAC

4.1. Task 1 – Transition Plan

The phase-in and phase-out are known as the transition plan which allows the government to retain institutional knowledge from incumbent to be transferred to the successor. The Contractor recognizes that the services under this contract are vital to the Government and must be continued without interruption and that, upon contract expiration, a successor, either the Government or another Contractor, may continue them. The Contractor shall furnish phase-in training and exercise the best effort and cooperation to affect an orderly and efficient transition to a successor. The contractor shall submit a Phase-Out Plan 90 calendar days prior to the close of an option period. The contactor shall submit a Phase-In plan reflecting migration for current systems and operations within (10) working days after award.

4.2 Task 2 – Program Management

The main objective of program management is to streamline processes across PEPFAR Centrally Supported Systems (CSS) activities and resources to boost strategic productivity, promote innovation and cultivate an environment that encourages employees to be productive. All products and services produced from the subtasks, hereunder, including enhancements and improvements to existing products, must be under the full oversight of the Government and reviewed and approved by the Government. The contractor shall support PEPFAR data use and systems strengthening activities, including, but not limited to, the following:

· Routine strategic review sessions with S/GAC leadership to ensure that all activities and resources on the Contract are aligned to existing and emerging PEPFAR Program needs.

· Annual Country and Regional Operational Plan (COP and ROP) target setting improvements.

· PEPFAR Ministry of Health (MoH) data alignment in support of the WHO SMART Guidelines Framework

· Data Focused Trainings (virtual and in-person), and others as defined by the PEPFAR Program products and services produced from the subtasks hereunder, including enhancements and improvements to existing products, must be under the full oversight of the Government and reviewed and approved by the Government. The Contractor shall coordinate and prioritize work as it relates the PEPFAR Data Streams. (See Appendix B.)

4.2.1 Subtask 1 – Program Manager

The Contractor shall provide a dedicated Program Manager to coordinate program activities with the Contracting Officer’s Representative (COR) and Government Technical Monitor (GTM) on all contractual and business activities. The Program Manager (PM) shall possess expertise in continuing PEPFAR efforts to support development, operations, maintenance, and evolution of its centrally supported systems, data streams, data management processes, data analytics, and end user support. The Program Manager shall provide all administrative support required to effectively manage a program of this scope size, and complexity. The Program Manager shall provide the planning, direction, coordinating, and controls necessary for effective and efficient accomplishment of all requirements contained within the IDIQ. The Program Manager shall verify and validate the level of effort and deliverables for each task via monthly status report and invoicing. The Program Manager shall provide all necessary centralized administrative, clerical, documentation, and related functions. The Program Manager shall conduct weekly risk assessments and issue reporting and coordination. The Program Manager shall engage in program management review tasks to ensure that performance targets are being met as required and recommend require corrective actions to ensure program success.

The Program Manager shall support the lifecycle management of the contract by providing support in planning, procurement, systems development, systems implementation, maintenance & operations of systems. The Program Manager shall coordinate with the S/GAC Program Office to provide an Integration Matrix, providing a simplified overview of the contract management and requirements. The Program Manager shall be responsible for coordination of onboarding and offboarding functions. The Program Manager shall communicate with both DoS government and contracted employees in effort to complete required tasks. The Program Manager shall respond in a timely manner to regular and routine invoice inquiries to include forecasting expenditures. Specific responsibilities include but are not limited to: proactive, thoughtful and ongoing outreach to existing and prospective customers; analyzing system requirements; providing sophisticated and creative advice based on historical and current knowledge of the PEPFAR program; Federal Acquisition Regulation (FAR), legal, accounting, cybersecurity, physical security and applicable DoS and SGAC Leadership requirements; overseeing and facilitating a timely routing process; serving as a liaison between all stakeholders to the process and providing timely and relevant updates; support strategies and negotiations; resolve problems related to the acquisition and budgetary process and facilitate resolution of issues related to the technical solution delivered; provide guidance and support to customers regarding complex technical matters related to data and systems telecommunications with an emphasis on PEPFAR; respond to inquiries in a timely and professional manner; report weekly workload status; and perform other related functions. The Program Manager shall develop and maintain a secure (unclassified) and efficient automated filing system that is easily accessible by the Government to report all activities contained in this subtask.

4.2.2 Subtask 2 Technical Operations

The Contractor shall provide an Enterprise Architect responsible for Technical Operations managing coordinating and liaison across multi-contractor, multi-stakeholder Information Systems portfolio; serves as a channel of prioritization and escalation to ensure new requirements or change requests are properly triaged and assessed; acts as an Information Systems liaison with Program staff to translate and prioritize needs and requirements; coordinates with the Enterprise PMO to effectively prioritize portfolio activities; identifies communication gaps, manage issue escalations with Group Leads, and provide support to teams balancing multiple priorities; manages an Enterprise Architecture Council that provides high-level technical direction to the portfolio; helps create and sustain best practice standards for technical operations with System Architects and Development & Group Leads; serves as a liaison with the Cybersecurity Team. Manages a HW/SW and hosting portfolio, working with the Information Systems team and the client to identify capabilities and priorities.

4.3 Task 3 – Programmatic Services

The Contractor shall possess a strong knowledge S/GAC policy and demonstrate the ability to work with PEPFAR systems, data engineering and platforms, data science, user interfaces and reports. As part of this task, the Contractor shall assist the Government in researching, assessing and selecting data analytics tools for a wide range of purposes, including for leadership and customer decision support, customer account management, and general trending and statistical analysis.

4.3.1 Subtask 1 Program Analytic and Liaison Support

The Contractor shall provide analytic support to S/GAC Country and Regional Program Chairs and PEPFAR Program Managers (primary role). Responsibilities includes serving as a reviewer and approving requests for changes on PEPFAR data collection and indicators. Ensures PEPFAR wide analytics are relevant, timely, and accurate. Contribute as a Panorama Steering Committee and other emergent bodies in helping to develop and to implement PEPFAR data analytic strategy. The Contractor shall coordinate with the following:

· PRIME Data Governance and Policy lead and the PRIME Systems Data Management team to create repeatable, incrementally improving processes, products, and structures that enable translating PEPFAR data policies into discrete data management practices.

· PEPFAR Program Manager (PPM) to complete the routine program performance reviews; provides input to routine program performance review agenda.

· PRIME Systems team to incorporate WHO SMART Guidelines principles and related data/systems standards into PEPFAR data collection policies.

4.3.2 Subtask 2 Liaison Support

The Contractor shall perform critical functions while working with the team in-country, partner governments, civil society, and other stakeholders. This requirement may be for but is not limited to Data Analysts who support the PRIME Data Use for Impact Team (DUIT), Program Efficiency Team (PET), and potentially other teams with S/GAC with significant data or data tool equities. The Contractor shall maintain comprehensive understanding of all S/GAC guidance across related teams and offices and of tools used for COP/ROP development, execution, and monitoring, including the target setting and budgeting tools. The Contractor is responsible for providing logistical and planning support, including coordination of PEPFAR delegations and tech and logistics support for meetings and engagement with non-PEPFAR stakeholders Key strategic planning meetings, including agenda setting, engagement with translation services, development of presentations, meeting invitations, and other logistical aspects of strategic planning meetings and review sessions.

4.3.3 Subtask 3 PEPFAR Interagency Informatics Working Group (IWG) and Data Use Community (DUC) Coordination The contractor shall provide Public Health Informatics subject matter expertise to coordinate and provide technical leadership to the PEPFAR Interagency Informatics Working Group (IWG) and the Data Use Community (DUC). This includes facilitating regular and ad hoc meetings in which participants in the global digital health space present their work, receive feedback, and iterate on approaches to aligning, planning, implementing, and/or assessing digital health investment activities at global, country, and project levels.

4.4 Task 4 – Systems Support

The Contractor shall be responsible for adequately managing all business operations and setting goals across the established teams. All products and services produced from the subtasks hereunder, including enhancements and improvements to existing products, must be under the full oversight of the Government and reviewed and approved by the Government.

The Contractor shall possess a knowledge S/GAC policy and demonstrate the ability to work with PEPFAR systems, data engineering and platforms, data science, user interfaces and reports. As part of this task, the Contractor shall assist the Government in researching, assessing and selecting data analytics tools for a wide range of purposes, including for leadership and customer decision support, customer account management, and general trending and statistical analysis. The Contractor shall perform continuous economic and business data analytics using a variety of resources including Government-furnished information and other external sources. The Contractor shall report economic and business analysis to assist the Government in governing and in forecasting planning and budgeting investments, making expenditures and tracking carry over for country allotments. The Contractor shall supply metrics for utilization and system performance awareness to inform engineering and tradeoff studies. The Contractor shall include data visualizations to digest and convey data analytic insights. This contract will encompass legacy processes as well as the development of new processes to fully implementation.

4.4.1 Subtask 1 – Engineering Support

4.4.1.1 Subtask 1.1 – Hardware and Software

The Contractor shall manage various components of hardware and software. The contractor is responsible for providing adequate subject matter expertise to support the PEPFAR program and user community. The Contractor is responsible for recommending responsible hardware and software for government use. A list of the current Hardware and Software may be found in Appendix D.

4.4.1.2 Subtask 1.2 – Hosting

The Contractor shall provide cloud hosting and support services for S/GAC data systems to include, but not limited to the development, testing, and production environments of DATIM, PEPFAR Data and Analytics Platform (PDAP), PEPFAR Panorama Spotlight, PEPFAR Panorama, PEPFAR Analytic Workspaces, PEPFAR Data Genie, PEPFAR Virtual Academy, R Studio Environment, and PEPFAR SharePoint. Some hosting requirements are unknown currently. This includes updates to core operating systems, databases servers, underlying core software (e.g., DHIS2, MicroStrategy, R Studio, Amazon Web Services database and hosting tools), security updates and related components.

4.4.1.3 Subtask 1.3 – Development Operations and Quality Assurance Automation The Contractor shall provide support services for the operations and management of Atlassian Jira, Atlassian Confluence, Slack, GitHub, and similar tools to support ongoing development and support for the platforms, enabling systems teams and stakeholders to jointly plan work and share progress from one platform, supporting the portfolio-wide agile software development processes. platforms, enabling systems teams and stakeholders to jointly plan work and share progress from one platform, supporting the portfolio-wide agile software development processes.

4.4.1.4 Subtask 1.4 - Cybersecurity Development, Operations, Maintenance, and Compliance The Contractor shall provide development, operations, and maintenance support to comply with current and future Federal, Department, and Program cybersecurity requirements. This support encompasses all current systems and any future systems or tools supported across the portfolio. Support extends to all data, both at rest and in transit, in the portfolio.

4.4.2 Subtask 2 – End User Support

The Contractor shall be responsible for providing PEPFAR Centrally Supported Systems (CSS) help desk support services for end users, setup configuration, scaling, customer application development and training support. The Contractor shall provide support for all existing and emerging PEPFAR CSS (e.g., Data for Accountability, Transparency, and Impact (DATIM), PEPFAR Panorama, PEPFAR Panorama Spotlight, PEPFAR Analytics Workspaces, PEPFAR Data and Analytics Platform (PDAP), R Studio Environment, SharePoint) and analytic tools and processes (e.g. Data Pack, Funding Allocation to Strategy Tool (FAST), Commodity Supply Plan Tool, Operational Plan Updates). The Contractor shall interact with a large PEPFAR user base across multiple government agencies, ministry of health staff, and implementing partner staff in the non-governmental organizations (NGO) and private sectors. Support more than 24,000 end users across the multiple systems in the PEPFAR systems stack. The Contractor shall perform the following but not limited to:

· Reduce Support Tickets with ongoing updates of a PEPFAR knowledge base.

· Prioritize urgent Support tickets and practice effective support ticket distribution.

· Identify and report system outage within 2 hours to the government.

· Administer a user support desk that encompasses a broad range of PEPFAR-specific systems and processes.

· Regularly review and update PEPFAR user-facing help desk language to ensure clear, concise, and empathetic messaging to end users.

· Work with training stakeholders to develop and update relevant systems, data stream, and process-specific guidance.

· Manage onboarding and ongoing training for all help desk agents.

· Create and manage end user submission forms, help desk macros, and associated Standard Operating Procedures, including forms for data change requests, account support, operational plan updates, and other relevant processes.

· Understand SLA policy and craft SLA to communicate guidelines for the customer and service prover.

4.4.3 Subtask 3 - Data Management

The Contractor shall support ongoing development and maintenance of data collection and processing of existing PEPFAR data streams (See Appendix B) according to associated programmatic deadlines outlined in the PEPFAR data calendar that is maintained by the enterprise Program Management Office. Support updates to PEPFAR data streams and/or development of new data streams driven by programmatic and technical guidance. Serve as the main collaboration and consultation team for enterprise data architecture, data strategy implementation, and data methods and processes used across PEPFAR data streams. Serve as subject matter experts in the data model, data integration processes, data structures, metadata, and data preparation for use in the wide variety of analytic tools used within the PEPFAR program. Facilitate resolution activity across PEPFAR Systems teams for data challenges, concerns, issues, and irregularities.

The PRIME Data Management Team uses technical and programmatic knowledge to serve as domain knowledge resources, improve Data Quality, ensure Data Governance guidelines are followed, and provide documentation and metadata management services for PEPFAR data systems. This allows PEPFAR systems users to provide accurate, timely analyses for field and HQ teams.

The Data Management Team’s technical abilities include SQL, data modeling, data architecture, data integration and data testing strategies, while its programmatic knowledge includes monitoring and evaluation methods and a comprehensive understanding of PEPFAR’s data streams. The Data Management Team’s goal is to minimize the burden of accessing and analyzing PEPFAR data, so it works directly with program staff who seek to use that data to make life-saving decisions.

Data Management Team Benefits

4.4.4 Subtask 4 – Data Collection Infrastructure

The Contractor shall support operations and maintenance of PEPFAR data collection and analysis platforms and processes to include DATIM/DHIS2 Operations and Maintenance. Utilize DHIS2 open-source global health information system to manage the PEPFAR Data for Accountability, Transparency, and Impact (DATIM) system. The Contractor shall provide ongoing support for PEPFAR data activities that leverage this system, including collection, management, reporting, analysis, and visualization. Maintain upgraded versions of the underlying DHIS2 software to maintain stability and continuity for DATIM while improving performance and leveraging new features. Continually update custom DATIM applications to optimize PEPFAR reporting and routine work to support data collection activities such as data de-duplication and user management. Respond to emerging needs across the PEPFAR portfolio for new types of data collection, working with the data management team on approach for architecture, implementation, and maintenance. Support ongoing sharing of best practices, knowledge and alignment of data sharing requirements with UNAIDS and their contractors around UNAIDS estimates process and alignment and incorporation into PEPFAR Data Pack.

4.4.5 Subtask 5 – MoH Alignment Operations and Maintenance

The Contractor shall support MoH Alignment portfolio to provide a comprehensive and unambiguous view of the national global health programs by working with Ministry of Health staff and stakeholders to define targeted interventions. Improve global health data quality and enhance system interoperability and organizational collaboration across multiple government agencies, both USG and foreign. Streamline and manage indicator mapping and data submission tools and processes using the WHO SMART Guidelines Framework to support data collection and/or sharing from host country-owned/-managed systems rather than PEPFAR-specific data platforms to meet Program data needs.

4.4.6 Subtask 6 – PEPFAR Data Analytics Platform (PDAP) Operations and Maintenance PEPFAR relies on usable data to drive decisions that affect millions of people around the world. When the information is collected it is difficult to use in its raw state so we use tools to map and combine the information so that it can be analyzed. Without us, the data would not provide insights to drive decisions. The Contractor shall support PDAP, an Amazon Web Services Cloud infrastructure and integrated data model which support PEPFAR systems and serves as an engine to performing a variety of services for secure, scalable, and tool-agnostic data analytics, business logic, and storage. The Contractor shall support existing and emerging interoperability use cases between PDAP and aggregate and individual level- data systems managed and/or owned by implementing agencies, implementing partners, host country governments.

4.4.7 Subtask 7 – PEPFAR Panorama Operations and Maintenance

The Contractor shall utilize the existing PEPFAR enterprise business intelligence platform, MicroStrategy, to build and manage the PEPFAR Panorama tool that enables USG users to visualize key PEPFAR data as maps, charts, graphs, datasets, and other key business intelligence artifacts. Create and maintain both targeted and global analysis dossiers that support USG, MoH, and IP program and data needs. Provide full featured data analytics capabilities across Global, Operating Unit, Community, and Facility level analyses for all PEPFAR data streams. Produce standard visualizations to support programmatic analyses that facilitate routine programmatic improvement, including annual Country Operational Planning processes and quarterly program reviews.

4.4.8 Subtask 8 – PEPFAR Spotlight Operations and Maintenance The Contractor shall support ongoing development and maintenance of the public facing version of PEPFAR Panorama, Spotlight, to provide dossier visualizations, downloadable data, user stories, and other information requested by program leadership. Support key program areas, including geographical analysis, technical area analysis, and financial analysis. Support annual World AIDS Day data and data story releases. Provide standardized data visualizations for the most frequently used analytics of the MER, SIMS, Expenditure Reporting and Budget data streams, and associated integrated analyses. Scrub sensitive data and clear data with appropriate program officials for public release.

4.4.9 Subtask 9 – PEPFAR Analytics Workspaces (PAW) Operations and Maintenance The Contractor shall support ongoing development and maintenance of this analytics tool for creating and sharing custom analyses and data visualizations. Provide access to all programmatic data streams used by Panorama and Spotlight and the ability to ingest additional data for enhanced analysis. Support “bring your own data” (BYOD) capabilities to allow users to import their own datasets and combine them with PEPFAR data for customized, innovative, ad hoc analyses. Enable new data streams and analyses as necessary. Add and manage new capabilities to support diverse user need.

4.4.10 Subtask 10 – PEPFAR Data Genie Operations and Maintenance The Contractor shall provide operations and maintenance support for the PEPFAR Data Genie tool used across the program for exporting datasets for offline manipulation and analysis. Provide access to frozen datasets that match structure and format of programmatic data released in the Panorama tool, allowing for early access to data entered in upstream transactional systems (e.g., DATIM) that matches user-specific security trimming requirements. Manage AWS Redshift as the source of all API calls for data in the tool. Enhance various reports and basic functionality to make Genie a more valuable and user-friendly application.

4.4.11 Subtask 11 – R Studio Environment

The Contractor shall manage the operations and maintenance of the PEPFAR RStudio opensource and enterprise software tools to support and facilitate data analyses across the PEPFAR program. Manage three software applications across four environments (sandbox, development, testing, and production): RStudio Server Pro and open-source RStudio Server, R Studio Package Manager, RStudio Connect. Develop documentation and processes to enable existing and emerging use cases for the environment. Establish pathways from both open source and enterprise software to leverage AWS services. Manage license seats for PEPFAR data scientists and support staff with Server Pro. Provide transitional and technical support for Data Pack App on enterprise platform in preparation for the annual program planning processes. Support new and emerging use cases.

4.4.12 Subtask 12 - SharePoint Operations and Maintenance

The Contractor shall provide operations, maintenance, and end user support for the PEPFAR SharePoint virtual collaboration platform that enables PEPFAR teams around the world to collaborate on work products. Manage the PEPFAR-specific, configured instance of SharePoint Online. Collaborate across PEPFAR systems to support key business processes, including Operational Planning Update requests initiation and public comment submissions for programmatic guidance.

4.5 Task 5 – Innovation

As SGAC's and PEPFAR's technological, data, and analytics maturity grows, data users, data scientists, and analysts require innovation around user interfaces, infrastructure, and analytic toolsets to develop solutions. This Task provides for flexibility to innovate these capabilities with preference towards leveraging the growing ecosystem of tools and services provided by the Center for Analytics within the Information Resource Management Bureau at Department of State to enable better interoperability and cost savings. Orders developed from this Task will be scoped to respond Federal, Department, and or Program needs to develop new capabilities and/or efficiencies within the existing data/systems environment and/or new capabilities and/or efficiencies within new data/systems environment(s)

5. TASK F.

5.1 Subtask 1 – Hosting

The Contractor shall provide cloud hosting and support services for F/IS data systems to include, but not limited to hosting support for the Foreign Assistance Coordination and Tracking System (FACTS Info), an enterprise-wide data collection system, repository and report generator.

5.2 Subtask 2 – Data Management and Analytic Support for F

The Contractor shall provide data management and analysis capabilities by leveraging FACTS Info-NG/MicroStrategy reporting architecture. The contractor shall assistance F/IS team members in building data visualizations and supporting data architecture, including datasets, data-schema and database objects. Assist team members with integration of the MicroStrategy user access environment to the FACTS Info Next Generation security model to all seamless interface between systems. The Contractor shall be responsible for validating installation and configuration of current development and projected Production MicroStrategy environments.

6. OPERATIONAL REQUIREMENTS.

The Contractor shall provide highly collaborative support teams, with a focus on the overall benefit to the PEPFAR program supporting all SGAC stakeholders. Whenever possible decisions should be made in collaboration with all relevant S/GAC data and systems stakeholders, team members and vendors need to be given visibility and consideration, and the team should encourage participation by all teams: this includes providing opportunities for all team members to participate in roles such as on-call production, architectural review, and utility/automation tool development leveraging the Enterprise Architecture Council (EAC) led by S/GAC staff. Given that there are existing projects deployed using standard tools, this team should work in consideration of current precedent through achieving consensus for change and taking advantage, when possible, of existing services. It is critical for the contractor team to work in an agile manner that is embedded in the S/GAC office and PEPFAR program.

The Contractor shall ensure that all team members carefully work to avoid slowdowns in project velocity. When possible, the team should look for opportunities to use tools like standards documentation, build processes, monitoring, and custom utilities to replace cases that require manual intervention in development or releases by teams. The existing Enterprise Program Management Office (ePMO), led by S/GAC staff with ongoing engagement with S/GAC and PEPFAR interagency subject matter experts, manages S/GAC data and systems governance, process, and operational practices.

The Contractor shall utilize teams to apply design thinking techniques (user research, analytics, etc.) to understand who our stakeholders are and what they need and when they are getting it. The use of that knowledge is to design, build, operate, maintain, and evolve services that seek to maximize the success and impact of PEPFAR data and systems and that delight their end users.

The Contractor shall adopt a “badge-less” culture and will utilize agile processes, to the maximum extent practical (e.g., scrums, iterative delivery of digital products to demonstrate progress). The Contractor shall propose a communications approach whereby members of the team can collaborate in a manner that all members can observe and participate (e.g., Jira, Confluence, GitHub, Slack).

6.1. Position Description/ Labor Hours

Refer to RFP Section J, Attachment 1B – Labor Category Descriptions

6.1.1 Key Personnel

The Key Personnel at the Indefinite Delivery Indefinite (IDIQ) Contract is the Program Manager (PM). Refer to Contract Section H-006.4.3 – Key Personnel.

6.2. Travel

As an integral part of performing some of the requirements of the IDIQ the Contractor shall perform temporary duty (TDY) non-local travel (over a 50-mile radius) to both domestic and foreign locations. Any required travel will be performed IAW Joint Travel Regulation (JTR) and Federal Acquisition Regulation (FAR) 31.205-46. Travel is accomplished on a cost-reimbursable basis and the Contractor shall fund all local travel.

The Contractor shall prepare and submit all travel requests to the COR for approval at least 30 days prior to travel date. Title, IDIQ Date, Project Number, Task Order Number, Client Name, and estimated cost shall be included. Emergency (short notice) travel requests shall be submitted to the COR at least one week prior to travel. Contractors shall allow Government employees to ride in contractor vehicles, rented or charged, under this TO. The Contractor shall prepare and submit to the Government all required security access requests for TDY locations. Prior to purchasing of tickets, the contractor is responsible for having an Approved Travel Authorization, signed by the COR. Actual cost adjustments will be submitted with the monthly invoices to include supporting documentation. During performance, only actual costs for travel are reimbursed in accordance with the Joint Travel Regulations (JTR), Federal Acquisition Regulations (FAR) and other applicable regulations, subject to approval by the COR. The Contractor must receive prior approval by the COR for any travel.

Travel in and around the primary place of performance may be required throughout the period of performance. Additional travel within CONUS or OCONUS (if applicable) may be required to support the requirements of this IDIQ.

All Contractor employees are subject to customs, processing procedures, Status of Forces Agreement (SOFA), and other agreements, and duties of the country to which they are traveling and procedures, laws, and duties of the United States upon re-entry.

All Contractor employees must have a valid passport (Diplomatic, Official and Personal) with 6 months of validity and 6 blank pages available. To renew or obtain a Diplomatic, Official or Personal passport, contract the SGAC Travel Officer for assistance or renewed passport from the Special Issuance Agency (SIA) https://travel.state.gov/content/travel/en/passports.html.

The Contractor is responsible for checking the Department of State Travel website to determine if the country, contractor is traveling to, requires a visa. https://travel.state.gov/content/travel.html All travelers may hand carry their visa assistance letter to the Embassy directly. This is an expedient option for the traveler which requires additional process engagement and assistance from the Travel Officer.

The Contractor is responsible for completing an eCountry Clearance which is the official advanced notification to receive clearance from Post and informs Post of the contractor visit. After flights are booked, traveler is responsible for entering travel information into MyServices https://myservices.servicenowswervice.com/home to request logging and transportation.

For more detail about PEPFAR Travel visit https://www.state.gov/where-we-work-pepfar/.

6.2.1. Reimbursable Tickets

Once travel is approved, the Contractor is responsible for purchasing reimbursable tickets. This will ensure that if the trip is cancelled, the vendor is entitled to a full refund. Other tickets require an airline service fee in order to process a refund which is a claimable cost. In case of an emergency and or any unforeseen circumstances, the PM should notify, within 2 hours of trip cancellation.

(The Department of Transportation's 24-hour refund regulation states that all airlines flying in the U.S., even international carriers, must issue a full refund if the reservation is canceled within a one-day window.)

6.2.2. Trip Report

Upon return of travel, the employee is responsible for submitting a trip report to the COR. This report justifies the purpose of the trip and money that you spent. The trip report provides proof of expenses, it is imperative that they are accurate and provide a clear explanation of the trip. Be sure to identify clients or mission partners that you saw during the trip. Identify dates of event and a summary of the experience, identifying lessons learned. This report summaries the purpose and intent of the trip.

IDIQ

Task #

*Distribution: 1 copy of the transmittal letter with the deliverable to the Contracting Officer. 1 copy of the transmittal letter with the deliverable to the Primary COR

6.3. Training

The Contractor shall provide the government with trained personnel. SGAC Program Office requires all personnel to take mandatory training. The Contractor PM is responsible for submitting a group authorization for training courses taken through Foreign Service Institute (FSI). The authorization must include an authorization ID number, Course Title, contact information to included: name, email, and phone number of contracted employees. The cost for training associated through FSI will be paid directly by SGAC Budget Team on a separate authorization. The cost will not be shown as an expenditure on this delivery task order. The Contractor shall ensure that each authorized personnel complete an SF 182 – Authorization, Agreement and Certification of Training, for all external training offered by FSI. Support documents shall be submitted to the COR for processing.

Additional training for PEPFAR may be taken by visiting learn.pepfar.net. The contractor is responsible for ensuring each employee register and create an account for PEPFAR Virtual Academy.

PEPFAR Virtual Academy

Part I (Open to all S/GAC staff)

· PEPFAR 101

· HIV Basics

· The Role of the State Department

Part II (Recommended for PPMs/Chairs and open to all S/GAC staff)

· PEPFAR Business Cycle Overview

· PEPFAR Management Overview 101

· PEPFAR Performance Monitoring Overview 101

· PEPFAR Systems and Tools Overview 101

Part III (PPMs) This course for PPMs covers a deeper dive into PEPFAR tools and operational plan updates (OPUs).

Part IV (Chairs) This course for Chairs covers S/GAC decision-making processes, approving OPUs, and public private partnerships.

*Mandatory Training – FSI will notify each employee of the necessary mandatory training every year.

(See Appendix F-1) No other training of contractor personnel shall be provided by the Government unless authorized by the Contracting Officer.

The vendor shall complete a memo for group authorizations. (See Appendix F-2)

6.4. Contractor Furnished Equipment

The Contractor shall furnish, install, operate, and maintain in an acceptable manner all equipment, materials, and supplies that are not specified as Government furnished equipment but are required for performance under this IDIQ. If any Contractor Furnished Equipment (CFE) is furnished to the Subcontractor at any time during the term of this subcontract, the subcontractor assumes the risk and shall be responsible for any loss thereof or damage thereto. All computers shall be equipment with the ability to perform telecommunication activities to include cameras, headsets, and Common Access Card (CAC) readers, but not limited to. For additional information reference the FAR 45.102.

6.5. Government Furnished Equipment

The Government furnished equipment (GFE) will be provided for onsite contractors only.

Laptops and Mobile Devices will follow the following GFP process:

The GFP provided to the contractor may include, but is not limited to, laptops and mobile devices to perform the services needed under this contract/order. The contractor shall manage GFP in accordance with Federal Acquisition Regulation (FAR) Part 45 and associated clauses incorporated in this contract. The contractor shall include a complete list of all GFP within the contractor's Monthly Status Report for verification by the COR and/or Property Administrator.

6.6. Identification of Non-Disclosure Requirements

All Contractors are required to sign a DoS Contractor non-disclosure agreement (NDA) for all services contracts regardless of award amount. The NDA must be signed within one week of contract/TO award. The DoS contractor is responsible for obtaining and maintaining NDAs for each contractor employee assigned to the contract/TO. Each Option Period the PM is required to meet with the COR to review all required administrative documentation.

6.7. Period of Performance (PoP)

The Period of Performance (PoP) shall consist of a base year and four (4) one-year options.

6.8. Security

This is an unclassified contract; personnel security clearances are not required for contract performance. Contractor personnel specifically authorized by the Contracting Officer's Representative (COR) to perform onsite in DOS facilities, only on unclassified portions of the contract and/or in areas not requiring cleared access must still be processed for DOS personal identification cards (badges) in accordance with the DOS Personal Identification Card Issuance Procedures. All other contractor personnel, including those with elevated privileges on DOS unclassified information technology systems, require a favorably adjudicated Moderate Risk Public Trust (MRPT) determination conducted by the Bureau of Diplomatic Security (DS).

7. SPECIAL TERMS AND CONDITIONS.

7.1 508 Compliance The Contractor should ensure that all web-based content, applications, and products received from the Government for testing is in compliance with the stipulations of Section 508 of the Rehabilitation Act, 29 U.S.C. § 794d, as amended.

APPENDIX A

DOS POINT OF CONTACTS

1 Client Representative - Contract Officer Representative

2 Contracting Officer

3 Contracting Specialist

4 Project Manager SGAC

5 Project Manager F

APPENDIX B

PEPFAR DATA STREAMS

(This document may be revised at the discretion of the government)

Monitoring of planned budgets and planned expenditures corresponding to work plans and reporting of actual expenditures

Collection and collation of data on staff funded through PEPFAR.

Captures all types of PEPFAR funded staff, irrespective of role or post, from frontline health workers to implementing partner (IP) staff who support program management and operations, and technical assistance or non- service delivery (NSD) activities across PEPFAR-supported sites.

Monitoring, Evaluation, & Results

Routine MER indicator data collection: Management and monitoring of programmatic results for accountability, transparency based on PEPFAR MER guidance

Collection of a subset of 5 MER indicators for the central support type (as opposed to TA or DSD)

Routine monitoring of key quality standards at site level

Surveys, Research, & Evaluation