A04_SOW.pdf

United States Department of the Interior

Bureau of Indian Affairs Office of Information Management & Technology

IT Research and Advisory Services

12/7/2022

1) Scope

Indian Affairs (IA) Office of Information Technology & Management (OIMT) is a critical entity responsible for ensuring proper management, implementation, and oversight of information technology (IT) capabilities in alignment with FITARA, Clinger Cohen and OMB-130. To ensure greater confidence in deciding appropriate IT strategies, capabilities, and improved implementation, OIMT is seeking IT Research and Advisory Services.

There are four main components to this scope of work required to support Executive, IT Leadership, and IT Subject Matter Experts (SMEs) in driving strategic and IT capability decisions:

A. Research Services B. Advisory Services C. Technical Analysis D. Networking and Information Sharing Events

These main components should have the ability to provide focused support to these various levels of IT Leadership and can be interchanged to various OIMT personnel throughout the contract lifecycle:

Task 1: Unlimited Executive Level support for the Associate Chief Information Officer of IA.

Task 2: Unlimited Senior IT Leader support for five concurrent IT Senior Leaders within IA OIMT.

Task 3: Unlimited SME support for five concurrent IT SMEs/Leads within IA OIMT.

A. Research services should provide the following:

Unlimited access to research information to IA OIMT identified personnel.

Recommendations, guidance, and support to the subscribers from its experts on research items in the library to consider according to known interests or needs.

Remote access to an extensive library of existing white papers, documents and other data related to information technology items in near real time. And that that information is current, relevant, accurate, neutral with government insight and continually being added to with new trends or technologies.

IT experts dedicated to writing and contextualizing research for their clients that are objective, independent and proprietary so only available to their customers.

Immediate access to key data that is accurate, precise, consumable, neutral, government centric and can easily be searched.

Pre-written material, white papers, company analysis and market trends as their research reports vice where the competitors provide emails, texts, tweets and social media blogs as valid research reports which lack substance for use.

Objective and independent research information where the competitors in many cases provide sponsored research information helping promote their product or service.

B. Advisory Services should provide the following:

Team of experts at various levels (Executive, Senior IT Leaders, SMEs) that have extensive experience in leading large IT organizations and/or teams.

Ability to have 1:1 or 1:Many collaborations between IA OIMT identified personnel (Executive, Senior IT Leaders, SMEs) and the vendors counterpart team of experts to gain further understanding on their research or align the information to customer specific needs.

Unique and valuable tools that IA OIMT can leverage quarterly to continuously measure and improve the growth in maturity of different functional elements of the OIMT organization.

Ability to bring in Industry Leaders and/or other Government peers to collaborate and gain further understanding on strategies, approaches and/or lessons learned.

C. Technical Analysis Services should provide the following:

Provide support in performing document and policy reviews for information technology related items.

Provide 1:1 unlimited analyst engagements with IA OIMT SMEs that can provide guidance on implementation best practices and opportunities for improvement on information technology related items.

Provide access to tech talks and webinars for IA OIMT SMes for improved awareness on technology best practices on implementations related to information technology related items.

D. Networking and Information Sharing Events

Creates and hosts symposiums and technical seminars with industry leaders to provide Government and Commercial CIO’s along with technical experts’ ability to interact with these industry leaders on problems, solutions and establish relationships for future collaborations.

Establishes and facilitates networking events between IA OIMT and other key industry leaders or Government entities to obtain and share information.

The ideal candidate will possess the following knowledge, abilities and skills:

Proven ability to provide substantial, relevant, and accurate research information in near real-time related to all IT key industry areas.

Proven track record for providing savings and/or efficiencies to the government through its research articles and/or advice to its customers.

Experienced staff on-hand within Executive Level, Senior IT Leadership, and SMEs that are readily available in key IT areas of expertise to provide research and advisory services.

Proven track record of establishing and hosting effective industry and government leadership level type events.

Proven track record of being able to bring key Industry Leaders and/or Government peers together for information sharing.

Proven track record of independent, un-biased, objective white papers and research articles.

Ability to track strategy execution through scorecards or key performance indicators.

2) Places of Performance

Research Library: The contractor shall provide a website or remote source that IA OIMT identified personnel can access the information from their Government devices.

Research and Advisory Personnel Support: The contractor shall be accessible to engage via remote capabilities, except when onsite engagement is recommended and the location may be the vendors location, IA OIMT location or some other location identified as most feasible for those engaged.

Events: For recurring events that the vendor hosts for industry and government, OIMT IA will engage at the vendors identified location. For OIMT IA specific designed events, they may be accessed via remote capabilities, except when onsite engagement is recommended and the location may be the vendors location, IA OIMT location or some other location identified as most feasible for those engaged.

3) Period of Performance

The period of performance will include an initial base one-year and four one-year option periods.

4) Deliverables/Deliverable Schedule

In fulfillment of this effort, the Contractor shall complete the following deliverables:

Deliverables Delivery Date

The contractor shall provide a “Monthly Report Card” with the following information:

Brief Summary of 1:1 or 1:Many engagements held that month

Brief summary of research, advisory, and technical analysis provided that month.

Upcoming engagements or services planned for the next month

Within 5 business days of the month previous month ending.

The contractor shall provide response to research, advisory, technical analysis and networking requests in a timely manner. (understanding that requests may take time to coordinate availability of resources)

Notification within 3 business days that request is received and being coordinated.

The contractor shall respond to requests to change identified OIMT IA personnel for access to services and execute in a timely manner.

Within 10 business days update access capabilities for OIMT IA added or removed personnel.

4.1) Inspection and Acceptance Criteria

Final inspection and acceptance of all work performed, task orders, reports and other deliverables will be performed at the place of delivery stated by the Contracting Officer or designated person.

4.2) 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 and technical content and subject to final approval by the government.

• 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.

• Format - Work Products shall be submitted in media mutually agreed upon prior to submission.

• Timeliness - Work Products shall be submitted on or before the due date specified in this statement of work, or submitted, at a later date in accordance with prior agreement by the Government.

5.1) Correspondence To promote timely and effective administration, correspondence shall be subject to the following procedures:

Technical correspondence (where technical issues relating to compliance with the requirements herein) shall be addressed to the Contracting Officer's Representative (COR) with an information copy to the Contracting Officer (CO).

All other correspondence, including invoices, (that which proposes or otherwise involves waivers, deviations or modifications to the requirements, terms or conditions of this SOW) shall be addressed to the Contracting Officer with an information copy to the

COR.