A12 Price Fill In SURPASS Task Order One.xlsx

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Attached to
SURPASS Federal contract opportunity
Solicitation number
12SAD122R0003
Issued by
Department of Agriculture Rural Housing Service

About this file

This document contains a request for proposals for a federal government contract. The United States Department of Agriculture Rural Housing Service is seeking proposals for a solution to replace its current loan origination system known as UniFi with a new system called SURPASS. Offerors are asked to provide development, modernization, enhancement and subject matter expert services. The period of performance for the base contract is one year with options for four additional one-year periods. Services will be acquired using firm fixed price contract line items for program increments covering requirements analysis, design, development and implementation. Proposals are due by the date specified in the solicitation number 12SAD122R0003. Evaluation will use a tiered approach considering technical and price factors. The associated NAICS code is 541512 for computer system design services and the size standard is $30 million.

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Summary

The United States Department of Agriculture (USDA), Rural Development (RD), has a Requirment for Development, Modernization and Enhancement (DME) Effort for Direct Mortgage Loan Origination System known as UniFi Replacement Providing an Advanced Streamlined System (SURPASS)
PERIOD OF PERFORMANCE: Base Period: 12 Months/Year 1 - Task Order One
Period of PerformanceCloud Hosted - Commercial Off The Shelf (COTS) solution w/o FEDRAMPCloud Hosted - Integrated Solution w/FEDRAMP
Contract Line Item Number (CLIN)
CLIN 0001 - FA1 Development, Modernization, and Enhancement (DME)12 Months$0.00$0.00
CLIN 0004 - FA4 Subject Matter Expert (SME)12 Months$0.00$0.00
CLIN 0005 - FA5 Licenses & Usage Fees (Optional)12 Months$0.00$0.00
CLIN 0006 - FA6 Transition Period (30 Days) (Optional)1 Month$0.00$0.00
CLIN 0007 - FA7 Cyber Security12 Months$0.00$0.00
CLIN Total$0.00$0.00
Total$0.00$0.00

Task Order One

Cloud Hosted - Commercial Off The Shelf (COTS) solution w/o FEDRAMPCloud Hosted - Integrated Solution w/FEDRAMP
CLIN 0001 - FA1 Development, Modernization, and Enhancement (DME)Task Order One: 12 MonthsTask Order One: 12 Months
Labor CategoryPeriod of Performance:
September 1, 2022 -August 31, 2023Period of Performance:

September 1, 2022 -August 31, 2023

Program and Project Management (PPM) TeamHoursRateTotalHoursRateTotal
Program Manager0$0.00$0.000$0.00$0.00
Product Manager0$0.00$0.000$0.00$0.00
Service Design Lead0$0.00$0.000$0.00$0.00
Release Train Engineer / SAFe SME0$0.00$0.000$0.00$0.00
(Platform) Certified Technical Architect0$0.00$0.000$0.00$0.00
Transition Manager0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
User Centered Design (UCD) Team
Producer0$0.00$0.000$0.00$0.00
Lead Interactive0$0.00$0.000$0.00$0.00
Experience Designer0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
Development Team
Scrum Master0$0.00$0.000$0.00$0.00
Senior Developer0$0.00$0.000$0.00$0.00
Developer / Configuration Specialist0$0.00$0.000$0.00$0.00
Business Analyst / Tester0$0.00$0.000$0.00$0.00
Front End Developer0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
Data Team
Data engineer - expert0$0.00$0.000$0.00$0.00
Data architect (ETL)0$0.00$0.000$0.00$0.00
Systems integration architect0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
Total0$0.000$0.00
CLIN 0002 - FA4 Subject Matter Expert (SME)
Industry SME (Compliance)
Industry SME0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
CLIN 0003 - FA5 Licenses & Usage Fees (Optional)
License and Fees00$0.0000$0.00
Subtotal1$0.001$0.00
CLIN 0004 - FA6 Transition Period (30 Days) (Optional)
Program and Project Management (PPM) TeamHoursRateTotalHoursRateTotal
Program Manager0$0.00$0.000$0.00$0.00
Product Manager0$0.00$0.000$0.00$0.00
(Platform) Certified Technical Architect0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
Development Team
Senior Developer0$0.00$0.000$0.00$0.00
Developer / Configuration Specialist0$0.00$0.000$0.00$0.00
Business Analyst / Tester0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
Total0$0.000$0.00
CLIN 0005 - FA7 Cyber Security
HoursRateTotalHoursRateTotal
Product Manager0$0.00$0.000$0.00$0.00
Senior Developer0$0.00$0.000$0.00$0.00
(Platform) Certified Technical Architect0$0.00$0.000$0.00$0.00
Subtotal0$0.000$0.00
SubTotal
CLIN 0001 - FA1 Development, Modernization, and Enhancement (DME)0$0.000$0.00
CLIN 0004 - FA4 Subject Matter Expert (SME)0$0.000$0.00
CLIN 0005 - FA5 Licenses & Usage Fees (Optional)0$0.000$0.00
CLIN 0006 - FA6 Transition Period (30 Days) (Optional)0$0.000$0.00
CLIN 0007 - FA7 Cyber Security0$0.000$0.00
Total0$0.000$0.00

Detailed Summary - PIs Solution for UniFi Replacement Providing an Advanced Streamlined System (SURPASS) (DME)

PROGRAM INCREMENTS (PI) BROKEN OUT BY CONTRACT LINE-ITEM NUMBER (CLIN) (Taken from PWS Table 8 - Table of CLINs)

CONTRACT LINE-ITEM NUMBER (CLIN)
CLIN 0001, BASE PERIOD: 12 months

Program Increments 1-4 (FFP - Firm Fixed Price) - The Contractor shall provide services for the Government in accordance with the Program System Requirements.

Number of Program Increments4
Length of Iteration (Sprint) - Estimated 3 Weeks3 weeks
Iteration #1 (Required Task to complete):

PI/Solution Roadmap Iteration #1 – Assessment/review of the application, the codebase and other artifacts to generate a PI Roadmap outlining system development activities throughout the base period of the contract.

Iteration #2 (Optional work task):

PI/Solution Roadmap Iteration #2 – Finalization of the PI Roadmap that outlines system development activities for all PI’s through the base period (If required to complete PI/Solution Roadmap).

Four, approximately one-week Innovation and Planning iterations prior to each PI - approximately 4 weeks4 weeks
Price Per Iteration
CLIN 0001 - FA1 Development, Modernization, and Enhancement (DME)
CLIN 0002 - FA4 Subject Matter Expert (SME)
CLIN 0003 - FA5 Licenses & Usage Fees (Optional)
CLIN 0004 - FA6 Transition Period (30 Days) (Optional)
CLIN 0005 - FA7 Cyber Security
Base Period Total Price

&"Arial,Bold"&10Page &P of &N SOURCE SELECTION SENSITIVE See FAR 2.101 and 3.104 "GOVERNMENT USE ONLY"

Labor Category Descriptions

Labor Category Descriptions
Skill Level Definitions
Basic Level
Performs functions as described in the labor category description. Includes two years of experience or a Bachelor’s degree in Computer Science, Information Systems, Engineering, Business, or a scientific or technical discipline related to the specific skill.
Senior Level
Under general direction in base labor category description, develops practical and workable solutions to clients’ technical and business problems. Analyzes requirements and potential solutions for technical and economic feasibility. Competent to work on multiple phases of complex projects independently. Coordinates activities with superiors and client personnel to resolve technical and/or business issues and ensures the successful delivery of the project requirements. May be required to act as a technical supervisor. Requires approximately three years additional experience over the base level. Additional education, training, and/or certifications are required above the base level.
Principal Level
Provides technical leadership in base labor category description. Applies this leadership in any phase of the system development life cycle support as task requirements dictate and may have a high level of expertise in one area. Plans, recommends, and performs changes. Utilizes an accomplished knowledge of multiple technical disciplines, unique applications, and business management practices to develop technical and/or business solutions to client problems. Assists clients in planning and developing objectives and goals. Supports client objectives while conforming to the client’s operating practices. May be required to act as a technical supervisor. Requires approximately two years additional experience over the senior level. Additional education, training and/or certifications are required over the senior level. Advanced degree preferred.
Subject Matter Expert Level
Acts as a recognized technical expert in base labor category description. Functions as the highest-level individual contributor in at least one technical area. Utilizes expertise in business management practices, industry requirements and information technology disciplines to develop technical and/or business solutions to client problems. Has a high level of diverse technical and industry experience related to a specific skill set. Typically has specialization in a particular technology or business application. Keeps abreast of technological developments and industry trends. Requires approximately three years additional experience over the principal level. Additional education, training and/or certifications are required over the principal level. Advanced degree or significant equivalent experience required.
LABOR CATEGORIESProject/Requirement RoleDefinitions
Senior Program Manager/Program ManagerProgram ManagerResponsible for all contract activities. Sets policies and procedures, technical standards and methods, and priorities. Coordinates the management of all work performed on tasks under the contract. Coordinates the efforts of subcontractors, team members, and vendors. Acts as the central point of contact with the Contracting Officer, the Contracting Officer=s Technical Representative, and other client officials. Exercises full authority to act for the company in the

performance of the required work and services under all task orders. Works independently, or under the general direction of senior level company management, on all phases of performance including contract management, project/task order management, coordination of resource needs, coordination with corporate resources and management. Reports to senior company management on contract and task performance and issues. Has direct accountability for the technical correctness, timeliness and quality of deliverables, and the implementation and measurement of corporate and client quality standards and methodologies. Has a broad and deep knowledge of the IT industry, business administration, and human resource management and has excellent oral and written communications skills.

Senior Project ManagerProduct ManagerResponsible for all aspects of the development and implementation of assigned projects and provides a single point of contact for those projects. Takes projects from original concept through final implementation. Interfaces with all areas affected by the project including end users, computer services, and client services. Defines project scope and objectives. Develops detailed work plans, schedules, project estimates, resource plans, and status reports. Conducts project meetings and is responsible for project tracking and analysis. Ensures adherence to quality standards and reviews project deliverables. Manages the integration of vendor tasks and tracks and reviews vendor deliverables. Provides technical and analytical guidance to project team. Recommends and takes action to direct the analysis and solutions of problems.
Business Analyst IIService Design LeadFormulates and defines systems scope and objectives based on both user needs and a thorough understanding of business systems and industry requirements. Devises or modifies procedures to solve complex problems considering computer equipment capacity and limitations, operation time, and form of desired results. Includes analysis of business and user needs, documentation of requirements, and translation into proper system requirements specifications. Provides consultation on complex projects and is considered to be the top level contributor/specialist of most phases of systems analysis, while considering the business implications of the application of technology to the current and future business environment.
SME IIIRelease Train Engineer / SAFe SMEProvides extremely high level subject matter expertise for work described in the task. Provides advanced technical knowledge and analysis of highly specialized applications and operational environment, high-level functional systems analysis, design, integration, documentation, training, and implementation advice on complex problems which require doctorate level knowledge of the subject matter for effective implementation. Applies principles, methods, and knowledge of specific functional areas of expertise to specific task order requirements. Provides advice on esoteric problems which require extensive knowledge of the subject matter. Designs and prepares technical reports, studies, and related documentation, makes charts and graphs to record results, prepares and delivers presentations, training, and briefings as required by the contract.
SME IIICertified Technical ArchitectServe as a strategic IT advisor in the planning and vision-setting for cloud adoption and modernization of the enterprise IT computing infrastructure. Interact directly with Component and support teams to develop guidance and high-level architectures that support IT modernization efforts. Engage in thought leadership discussions and provide recommendations for the incremental steps required to evolve IT and integrate key infrastructure components across the enterprise. Review solution-level architectures and implementation plans to determine their alignment with the overarching vision. Conduct analyses of IT requirements and transition planning and develop architecture baselines for data center consolidation and hybrid cloud programs. Assist with the development of integration plans, migration plans, and schedules and provide research and analyses on new technologies that reduce IT infrastructure implementation, operations, and maintenance costs.
Quality Assurance LeadOrg. Comm, and Training SpecialistOrganizes and conducts moderately complex training and educational programs for information systems (technical) or user (non-technical) personnel. May develop instructional curriculum and materials; gathers and assimilates information on subject matter, organizes and condenses material, and prepares course outline, handouts, and visual aid materials. Coordinates with subject matter experts to ensure that prepared courses meet stated objectives. Maintains records of training activities and program effectiveness. May be required to instruct or to prepare/arrange for the preparation of automated training materials (such as video recorded training sessions, computer-aided tutorials, etc
Quality Assurance LeadTransition ManagerStaff specialist in business process engineering with extensive knowledge of the domain area. Expert in business process architecture and modeling techniques. Exercises independent judgment within a specific area of responsibility. Performs tasks requiring in-depth knowledge of business domain targeting process efficiency and improvement Confers with client executive management to define the client’s strategic business information technology goals and advises in the reengineering of business processes to meet those goals. Applies process improvement and reengineering methodologies and principles to process modernization projects. Is responsible for effective transition of existing project teams, and the facilitation of project teams in the accomplishment of project activities and objectives. Provides group facilitation, interviewing, training, and additional forms of knowledge transfer. Acts as key coordinator between multiple project teams to ensure enterprise-wide integration of reengineering efforts. May provide daily supervision and direction to business process reengineering team, or high-level consulting input. Experience in adapting functional business requirements and processes to technical solutions based upon comprehensive enterprise application solution sets.
Business Analyst IIIUI/UX ProducerExperience using modern, frontend web development tools, techniques, and methods for the creation and deployment of user-facing interfaces. Is comfortable working in an agile and lean environment to routinely deploy changes.Frontend web development using modern techniques and frameworks (e.g., HTML5,

CSS3, CSS frameworks like LESS and SASS, Responsive Design, Bourbon, Twitter Bootstrap. JavaScript development using modern standards, including strict mode compliance, modularization techniques and tools, and frameworks and libraries (e.g., jQuery, MV* frameworks such as Backbone.js and Ember.js, D3. Consuming RESTful APIs. Ensuring Section 508 Compliance

Business Analyst IIUI/UX Lead InteractiveThe Interaction Designer / User Researcher / Usability Tester is part of a highly collaborative, multi-disciplinary team focused on improving usability, user experience, and driving user adoption and engagement. They are responsible for conducting user research, analysis & synthesis, persona development, interaction design, and usability testing to create products that delight our customer
Developer IIUI/UX Experience DesignerDesigns and builds web pages using a variety of graphics software applications, techniques, and tools. Designs and develops user interface features, site animation, and special-effects elements. Contributes to the design group's efforts to enhance the look and feel of the organization's online offerings. Designs the website to support the organization's strategies and goals relative to external communications.
Developer IIUI/UX Visual DesignerThe Visual Designer starts with a deep understanding of the goals of customers and the business so that they can create experiences that delight. Visual Designers will be well-versed in all aspects of current visual design standards and trends and will be responsible for managing project design reviews, resource planning, and execution for all project work related to visual design
Project ManagerScrum MasterResponsible for participating in the full systems life cycle with solution design, development, implementation, and product support using scrum and other agile methodologies. Designs and develops IT solutions that most efficiently and effectively meet defined business needs and requirements, while ensuring alignment to an organization’s Enterprise Architecture and IT strategic goals. Supports creation of new agile processes and recommends changes and improvements to current processes and supporting tools.
Developer IVSenior DeveloperRecognized for strong expertise in industry issues and trends. Utilize functional area expertise gained through direct industry experience to assess the operational and functional baseline of an organization and its organizational components. Work with senior managers and executives to provide industry vision and strategic direction with regard to their enterprise. Guide the determination of information technology inadequacies and/or deficiencies that affect the functional area’s ability to support/meet organizational goals. Generate functional area strategies for enhanced IT operations in a cross-functional area mode throughout the organization. Participate in account strategy sessions, strategic assessments and design reviews to validate enterprise approach and associated work products.
Developer IIDeveloper / Configuration SpecialistSupports configuration management planning. Describes provisions for configuration identification, change control, configuration status accounting, and configuration audits. Supports configuration planning. Identifies and maintains the original configuration of requirements documentation, design documentation, software, and related documentation. Responsible for configuration change control. Supports the change process so that only approved and validated changes are incorporated into product documents and related software. Responsible for configuration status accounting. Tracks all problems and changes in product documents and software and reports changes and current configuration. Responsible for configuration audits. Supports audits to verify that requirements of all baselines have been met.
Business Analyst IIBusiness Analyst / TesterPerforms formal software testing activities for complex software applications. Reviews user requirements documentation; assists in development of test plans; develops test data to be used in performing tests; and transforms test plans into test scripts. Ensures proper execution of test scripts and documentation of test results in tracking systems. Analyses test results, documents conclusions, and makes recommendations that are fully supported by test results.
Developer IIFront End DeveloperIdentifies security risks, threats and vulnerabilities of networks, systems, applications and new technology initiatives. Develops, tests, and operates firewalls, intrusion detection systems, enterprise anti-virus systems and software deployment tools. Tests and debugs programs and scripts and prepares instruction for use during network exploitation activities. Applies knowledge of current IA policy, tactics, techniques, policy, and doctrine, and relationship to IA reporting requirements and structure. Assists in the planning and implementation of requirements.
Data engineer - expertData engineer - expertDemonstrated capability in one or more of the Information Technology core areas; Computer System Engineering; Computer System Services; Data Management Services; Modeling, Analysis and Simulation; Professional Support Services; Test, Analysis and Evaluation; and Systems Integration. Experience in systems development, analysis or design. Requires competence in all phases of system analysis techniques, system design concepts, computer programming languages and the ability to work with end users to develop system designs from end users specifications.
Data architect (ETL)Data architect (ETL)Designs, implements and supports data warehousing. Implements business rules via stored procedures, middleware, or other technologies. Defines user interfaces and functional specifications. Responsible for verifying accuracy of data, and the maintenance and support of the data warehouse. Experienced in database design, particularly in the integration of multiple data sources into a single repository. Experienced in utilizing data that is multichannel (web, email, direct mail and call center) in origin and application. Experienced in architecture, design, and development techniques specific to exploitation of very large data sets, usage via complex exploitation techniques (e.g. geospatial, temporal, statistical).

Designs, implements, refines, and supports data mining systems and applications. Applies and integrates interdisciplinary techniques (e.g. information technology, statistical methods) into systems, applications, and tools. Refines the application of these exploitation techniques based on results. Experienced in applying data analysis and statistical techniques on large data sets, to develop predictive models that address and targeted problems. Ability to perform sophisticated statistical analysis and also interpret the data and communicate results to technical and non-technical audiences. Knowledge and training in statistical methods, modeling, and mathematics is necessary.

Systems integration architectSystems integration architectHighly specialized in one or more phases of systems engineering and development. Acts independently under general direction. Advises technical personnel on the conceptualization, development, and implementation of a broad range of information systems issues, including hardware/software integration, compatibility and multiple platforms. Performs feasibility analysis on potential future projects to management. Plans strategies for improvement of information systems and services. Communicates current innovations and trends in information systems development to technical staff. Prepares justification for selection of new technology. May serve as the chief architect for complex information systems development. Designs and develops proposed solutions to business problems and client requirements. Performs high-level system analysis and directs technical strategy for accomplishing new objectives. Maintains knowledge of current systems and system development actions and analyzes for data redundancies and system/program overlap. Responsible for task completion.
Technical WriterTechnical Writer/EditorAssist in collecting and organizing information for preparation of user manuals, training materials, installation guides, proposals, and reports. Edit functional descriptions, system specifications, user manuals, special reports, or any other customer deliverables and documents.
Industry SME (Compliance)Industry SME (Compliance)Provides extremely high level subject matter expertise for work described in the task. Provides advanced technical knowledge and analysis of highly specialized applications and operational environment, high-level functional systems analysis, design, integration, documentation, training, and implementation advice on complex problems which require doctorate level knowledge of the subject matter for effective implementation. Applies principles, methods, and knowledge of specific functional areas of expertise to specific task order requirements. Provides advice on esoteric problems which require extensive knowledge of the subject matter. Designs and prepares technical reports, studies, and related documentation, makes charts and graphs to record results, prepares and delivers presentations, training, and briefings as required by the task order.

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