A14_MR_Sources_Sought_Notice_FMD-PMO_Posted_1.pdf

UNITED STATES DEPARTMENT OF THE INTERIOR

INTERIOR BUSINESS CENTER

Request for Information/Sources Sought Notice

Project Management Office Support Services For U.S. Department of the Interior

140D0422R0054

DATE: June 15, 2022

Request for Information/Sources Sought (SS) Notice No. 140D0422R0054

U. S. Department of the Interior, Interior Business Center – Project Management Office Support Services for U.S. Department of the Interior

I. General Information This Request for Information/Sources Sought notice is issued solely for information and planning purposes - it does not constitute an invitation for bid, request for quotation, request for proposal, or an obligation on behalf of the Government or a promise to issue a solicitation in the future. The Government is not seeking proposals and will not accept unsolicited proposals at this time. Vendors responding to this notice are advised that the U.S. Government will not pay for any information or administrative costs incurred in response to this Sources Sought notice; all costs associated with responding to this notice will be solely at the interested party's expense.

Not responding to this notice does not preclude participation in any future solicitation, if issued.

Interested parties are responsible for CLEARLY MARKING proprietary or competition sensitive information contained in their response. No classified, confidential, or sensitive information should be included in your response. Please be advised that all submissions become Government property and will not be returned. Marketing brochures and/or generic company literature will not be considered and shall not be sent in response to this notice.

II. Background/IBC as a Shared Service Provider The Department of the Interior (DOI), Interior Business Center (IBC) is a certified federal Shared Services Provider for human resources, payroll operations, and financial management services and an Interior-authorized Shared Services Provider for assisted acquisition services.

IBC provides services on a full cost recovery, revolving fund, fee-for-service basis through the DOI Working Capital Fund and the Interior Franchise Fund. The IBC operates in a fiscally responsible manner through appropriate financial management processes and sound internal controls.

We retain a workforce of dedicated professionals with extensive knowledge of federal business practices and have unmatched organizational experience leveraging government and commercial best practices to provide business solutions that meet our customers’ needs. Our commitment to service is highlighted by the steady generation of efficiencies, economies, and cost savings for our customers and partners over the past 30+ years.

With leadership and oversight provided by the Office of the Director, IBC operates its lines of business through three service directorates:

Table 1. IBC Organizational Overview Office of the Director

Human Resources Directorate (HRD)

Financial Management Directorate (FMD)

Acquisition Services Directorate (AQD)

Comprehensive personnel systems and services, time and

Financial management services, including accounting and core

Lifecycle assisted acquisition from project inception attendance solutions, including payroll, drug-free workforce program, and personnel security financial systems support, and indirect cost rate negotiations through contract closeout

III. Purpose The purpose of this Sources Sought/Request for Information (RFI) notice is to determine the capability of the commercial marketplace and gain valuable feedback to inform our requirement for project management support service(s) and resources to compliment, enhance, augment, and provide surge capacity to its Project Management Office (PMO) residing within the Office of the Secretary (OS), Office of the Assistant Secretary (OAS), Policy, Management and Budget (PMB), Office of the Deputy Assistant Secretary for Administrative Services (DAS-AS), Interior Business Center (IBC), and Financial Management Directorate (FMD).

IV. Project Management Support Services FMD provides core financial management hosting and support, plus a full range of services including accounting operations, federal travel, charge card support, quarters management, indirect cost services, and project management. FMD’s clients include numerous large and small government and independent agencies as well as the DOI. FMD’s shared services solution is largely built on their service offering of Oracle Federal Financials (OFF). OFF supports the administrative systems requirements for core finance, budget execution, acquisition, grants, travel, financial consolidation, and business decision reporting. OFF is a key service line within FMD generating on average more than $20M annually in revenue. A growing service line within FMD includes providing clients with project management support from its Project Management Office (PMO). The PMO provides full lifecycle project management support for new systems implementations, systems enhancements, upgrades, and operations and maintenance for both major and minor investments. More specifically, the PMO provides comprehensive support in project management disciplines including pre-solicitation, project planning, project initiation, project execution, monitoring and control, requirements management, system test management, risk management, change management, quality assurance, transition management, and project closeout.

For this RFI, IBC is open to solutions that will support the Chief, PMO and project management staff within the PMO, providing project management augmentation services and consultation for various diverse, including multiple OFF implementations, and often specialized projects across FMD’s service portfolio. This solution will enhance the PMO’s ability to respond to rapidly growing project requirements and/or surge capacity needs. Scope may include additional resources onboarded to aid government staff in leading all or a portion of project processes or phases. Scope may also include the addition of project resources to augment newly initiated or in-progress operations where additional attention is needed or that may increase project quality and success. Contract resources will support a DOI PM or PMO support staff.

A copy of the draft Performance Work Statement is provided as an attachment to this notice.

V. Technical Capabilities and Experience All interested firms are invited to submit a capability statement. The capability statement should demonstrate the interested firm’s understanding, capability, qualification, and experience in meeting the requirements identified herein. It is highly recommended that interested firms not solely submit pre-prepared marketing materials without carefully reviewing the need for the information requested below.

Please note that a small business firm may submit a capability statement that includes the expertise of large business partner companies under a teaming arrangement.

1. Are you capable of meeting the experience and qualifications outlined in Sections 2 through 4 of the attached draft Performance Work Statement; and if so, provide brief descriptions of those capabilities and experience?

2. If so, do you have the capability to provide the requested program management office support services under a Government-Wide Acquisition Contracts (GWACs), General Services Administration (GSA) Federal Supply Schedule(s) (FSS), or NASA Solution for Enterprise-Wide Procurement (SEWP) GWAC that you currently hold that would support this requirement? If so, provide each overarching GWAC/GSA FSS / NASA SEWP contract number.

3. If you have this capability but not under any federal contracting program, please identify the arrangements and ability you have to meet the requirements stated herein.

4. Provide what the anticipated labor rates would be for the labor categories described in Section 4 of the attached draft Performance Work Statement.

5. Which business size categories do you fall under? Please select all that apply.

Category Applicable?

Large Business

Small Business (SB)

Small Disadvantaged Business (SDB)

Section 8(a) Business

Woman-Owned Small Business (WOSB)

Economically Disadvantaged Woman-Owned Small Business (EDWOSB)

Historically Underutilized Business Zone (HUBZone) Small Business

Veteran-Owned Small Business

Service-Disabled Veteran-Owned Small Business

(SDVOSB)

6. Contractor Point of Contact:

i. Business Name

ii. Point of Contact Name

iii. Title

iv. Phone Number

v. Email Address

8. Other Information:

i. DUNS Number

ii. Unique Entity ID (UEI)

iii. Identify, if any, what Government-Wide Acquisition Contracts (GWACs) or General Services Administration (GSA) Multiple Award Schedule(s) (MAS) currently held that would support this requirement?

iv. If applicable, provide each overarching GWAC/GSA FSS contract number and expiration date that would support this requirement.

VI. Submission Instructions:

In response to this source sought notice, please use the following guidelines in preparing your capabilities statement:

• Please use 8½ x 11-inch paper only.

• A page is defined as one side of an 8½ by 11-inch paper. Therefore, a piece of paper with printing on both sides is considered two pages.

• Arial size 12 font or similar.

• The recommended page limit for the capability statement is no more than 30 pages.

• Please submit your response as Adobe (.pdf) files.

• The subject line of your email and all correspondence must include the sources sought number found on the cover page above.

VII. Response Submission Instructions Companies interested in responding to this notice may reply on or before 12:00 pm (noon) Eastern Time July 8, 2022. All aforementioned items included in this notice shall be addressed.

Please provide your response via email to Joseph Fusari, Contracting Officer, at Joseph_Fusari@ibc.doi.gov and Bruce Bakaysa, Contract Specialist, at Bruce_Bakaysa@ibc.doi.gov.

Interested parties should avoid including any classified, business confidential, and/or proprietary information in its response. However, if an interested firm must submit such information, that information must be clearly marked. The Government will review the information and safeguard it appropriately.

Submission transmitted via facsimile (fax) will not be accepted.

mailto:Joseph_Fusari@ibc.doi.gov mailto:Bruce_Bakaysa@ibc.doi.gov

Should any submissions be received after the date and time stated above, the Government reserves the right not to review the response.

VIII. Disclaimer This notice does not constitute a solicitation and is not a commitment by the Government. In accordance with FAR 15.201, the responses to this notice are not offers and cannot be accepted by the Government to form a binding contract. The Government will not provide a response to the feedback or questions directly, but may consider industry feedback/questions in possible revisions to the SOW. No reimbursement will be made for any costs associated with providing information in response to this announcement and any follow-up information requests.

The Government reserves the right to use any and all information submitted by, or obtained from, a responding firm in any manner the Government determines is appropriate, including, but not limited to, the creation of a competitive solicitation.

The Government further reserves the right to contact, or not contact, any party responding to this notice to obtain further information for market research purposes. The government will not notify respondents of the results of the information received and will not return submittals to the sender.

Notices to Offerors of Non-Governmental Support You are hereby notified that the DOI intends to use outside Contractors to provide support to this requirement. The Contractors will have access to all information submitted and will be subject to appropriate conflict of interest, standards of conduct, and confidentiality restrictions.

The current prime support Contractors for this requirement are:

• Central Research, Inc.

Attachment

Request for Information 140D0422R0054

PERFORMANCE WORK STATEMENT (PWS)

Project Management Office Support Services for

U.S. Department of the Interior

June 15, 2022

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Contents 1 General Information

1.1. Purpose

1.2. Background

1.3. Scope

1.4. Place of Performance/Hours of Operation

1.4.1. Place of Performance

1.4.2. Recognized Holidays

1.4.3. Hours of Operation

1.5. Security Clearance(s)

1.6. Government Furnished Equipment

2 Contractor Qualifications

2.1 Resource Availability

2.2 Key Personnel

2.3 Experience

3 Program Management Performance

3.1 Project Management Support Tasks

3.2 Deliverables:

3.2.1 Kick Off Meeting

3.2.2 Quality Standards and Quality Assurance Plan

3.2.3 Project Management Approach with Plan

3.2.3.1 Individual Project Plan(s)

3.2.4 Risk Mitigation Plan

3.2.5 Weekly Status Meetings and Monthly Reports

3.2.5.1 Weekly Status Meetings

3.2.5.2 Monthly Status Report

3.2.6 Additional Support Products

4 Contractor Personnel Labor Categories and Required Experience

4.1 Project Manager

4.2 AGILE Project Manager

4.3 Project Master Scheduler

4.4 Project Requirements Manager

4.5 Project System Test Manager

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4.6 Project Risks and Issues Manager

4.7 Project Change Manager

4.8 Project Knowledge Management Specialist

4.9 Project Quality Management Specialist

4.10 Business/Program Analyst

4.11 Project Documentation Specialist/Technical Writer

4.12 Project Earned-Value Manager

4.13 Project Administrative Assistant

4.14 Six Sigma Black Belt

5 Appendices

5.1 Appendix I – Project Management Performance Measures

5.2 Appendix II – Labor Category Performance Requirements Summary

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1 General Information

1.1. Purpose

The U.S. Department of the Interior (DOI) is seeking project management service(s) support and resources to compliment, enhance, augment, and provide surge capacity to its Project Management Office (PMO) residing within the Office of the Secretary (OS), Office of the Assistant Secretary (OAS), Policy, Management and Budget (PMB), Office of the Deputy Assistant Secretary for Administrative Services (DAS-AS), Interior Business Center (IBC), and Financial Management Directorate (FMD).

1.2. Background

FMD provides core financial management hosting and support, plus a full range of services including accounting operations, federal travel, charge card support, quarters management, indirect cost services, and project management. FMD’s clients include numerous large and small government and independent agencies as well as the DOI.

FMD’s shared services solution is largely built on their service offering of Oracle Federal Financials (OFF). OFF supports the administrative systems requirements for core finance, budget execution, acquisition, grants, travel, financial consolidation, and business decision reporting. OFF is a key service line within FMD generating on average more than $20M annually in revenue. A growing service line within FMD includes providing clients with project management support from its Project Management Office (PMO). The PMO provides full lifecycle project management as a service for new systems implementations, systems enhancements, upgrades, operations and maintenance, transition or transformation, and general staff augmentation for both major and minor investments. More specifically, the PMO provides comprehensive support in project management disciplines including pre-solicitation, project planning, project initiation, project execution, monitoring and control, requirements management, system test management, risk management, change management, quality assurance, transition management, and project closeout.

1.3. Scope

This solution will support the Chief, PMO and project management staff within the PMO, providing project management augmentation services and consultation for various diverse, including multiple OFF implementations, and often specialized projects across FMD’s service portfolio. This solution will enhance the PMO’s ability to respond to rapidly growing project requirements and/or surge capacity needs. Scope may include additional resources onboarded to aid government staff in leading all or a portion of project processes or phases. Scope may also include the addition of project resources to augment newly initiated or in-progress operations where additional attention is needed or that may increase project quality and success. Contract resources will support a DOI PM or PMO support staff.

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1.4. Place of Performance/Hours of Operation

1.4.1. Place of Performance

The primary performance location for assigned contractors is the government’s Washington, D.C. area facility, located in Herndon, VA. The contractor may be required to report to or work from a government’s customer location. The contractor may be allowed the ability for telework based on government approval and mission requirements. The contractor will coordinate those authorizations with the PMO and

COR.

1.4.2. Recognized Holidays

DOI, IBC, FMD, PMO observes the following federal holidays:

• New Year’s Day

• Martin Luther King Jr.’s Birthday

• President’s Day

• Memorial Day

• Juneteenth

• Independence Day

• Labor Day

• Columbus Day

• Veteran’s Day

• Thanksgiving Day

• Christmas Day

Note: When a holiday occurs on a Saturday, Federal employees are normally granted the previous Friday as the holiday observance. When a holiday occurs on a Sunday, Federal employees are normally granted the following Monday as the holiday observance. The contractor will coordinate its employees’ schedules accordingly. When the Government facility is closed there is no contractor access.

1.4.3. Hours of Operation

The government facilities are open from 0600 –1800, Monday thru Friday except Federal holidays or when the government facility is closed due to local or national emergencies, administrative closings, or similar government-directed facility closings.

Contractor personnel are responsible for conducting required work between the normal operational hours of 0700 –1700. On occasion, contractor may be needed to support activities outside the forementioned hours based on operational need. The contractor must, always, maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the government facility is not closed for the above

[6] reasons. In the event of government facility closure, contractor personnel may be authorized to work at alternate locations when continuation of their support is required for mission-essential activities. The contractor will coordinate those authorizations with the PMO and COR.

1.5. Security Clearance(s)

The contractor shall supply resources capable of passing a basic federal background investigation for most assignments. The contractor shall also maintain the ability to readily supply cleared resources up to the SECRET level, based on the governments requirement(s).

1.6. Government Furnished Equipment

The contractor must use the DOI provided equipment on the DOI network to include DOI issued email address and MS Teams accounts for project related activities.

2 Contractor Qualifications

2.1 Resource Availability

The contractor shall have adequate resources readily available on staff or with the ability to start performance within 30 days of task order award to allow for scalable support to the government as well as allowing the government to rapidly respond to customer requirements.

2.2 Key Personnel

Due to the high visibility of the labor categories in this PWS, all positions are deemed key personnel and resumes must be submitted and approved by the government, through the COR to the PMO, before commencement of work.

2.3 Experience

The Contractor must possess:

• Demonstrated in-depth knowledge of project management and the project management discipline. Vendors must have a demonstrated utilization of Project Management Professional (PMP) and Certified SCRUM Master certifications.

• Demonstrated successful past performance with large-scale corporate, state, or federal government environments. The government is highly interested in relevant and recent experience with the labor categories cited within this PWS.

• Proven and successfully demonstrated project management experience in leading projects within large-scale corporate, state, or federal government environments.

• Demonstrated ability to successfully utilize a previously successful project methodology or demonstrated ability to adjust to customer prescribed

[7] methodologies. Methodologies shall be repeatable, scalable, and measurable to ensure requirements delivery and project success.

• Demonstrated ability to successfully support simultaneous projects of various size agencies at any given time to include coordinating activities and information across multiple stakeholders at varying levels of authority and responsibility to ensure consistency.

• Demonstrated performance in representing a project team and briefing project updates and status as an individual project representative or as part of an Integrated Project Team (IPT). Briefing audiences may include stakeholders at all echelons of experience and responsibility up to or including Senior Executive(s).

• Demonstrated performance in supporting projects, including financial, information technology, acquisitions, or others of a sensitive government nature.

Occasional support may be required for efforts including and classified up to the SECRET level.

• Demonstrated capability to respond to rapidly changing customer requirements, including scaling resources to support increasing business demand.

• Demonstrated capability in supporting the establishment, development, or augmentation of a corporate, state, or federal project management office.

3 Program Management Performance Project Management Support will include a wide range of project-specific services. The vendor shall provide recommendations for continuous process improvements and additional activities that support successful project management based on industry best standards. The vendor shall assist the government on all taskers received from the Department or the customer, on a routine or ad hoc basis. Assist the government in gathering, analyzing, and documenting project or task information and status;

translating and composing information into clear, readable documents, reports, or briefings to be used by technical and non-technical personnel. The vendor shall conduct research to ensure compliance with Department policy or standards, use of required templates or procedures, and the correct understanding and usage of implementation methodologies, technical, and Project Management terminology.

3.1 Project Management Support Tasks

• The contractor will prepare weekly reports to the Chief of the PMO regarding the project status, risks/issues, and key indicators of project performance. Reports shall contain narrative analysis, tabular and graphic (Gantt and network charts) formats. In addition, ad hoc reports may be needed for Senior leadership.

• The contractor shall assess the status of stakeholder support for various PM products. The contractor shall interview key stakeholders to identify their level of support and any concerns or issues they have with the program and

[8] associated product(s). The contractor shall develop recommendations to address identified issues and concerns.

• The contractor shall provide Subject Matter Expertise in maintaining event driven calendars (Integrated Master Schedule and Integrated Master Plan).

Additionally, the contractor shall schedule meetings, process various forms, perform file maintenance and provide records coordination. The contractor shall develop and maintain spreadsheets for records and archives. The contractor shall be fully versed in MS Office Professional applications, MS Outlook, MS PowerPoint, MS Excel, MS Internet Explorer or similar, Adobe Acrobat, Microsoft Project, Visio, and Photoshop.

• The contractor shall examine the status of PM product schedules and development/production contractor schedules for the PM products. The contractor shall provide an assessment of status, identify issues, and develop recommendations to address identified issues to help resolve schedule disparity.

• The contractor shall examine the status of PM risk management and development/production contractor risks for the PM Products. The contractor shall provide an assessment of status, identify issues, and develop recommendations to address identified issues to help resolve and manage risks.

• The contractor, as required, may be required to assist the government in performing a variety of assignments using the Earned Value concepts for FMD customers, to systematically evaluate performance measurements. The contractor shall assist the PMO staff in reviewing, evaluating, and measuring the cost, schedule and performance measurements emanating an Earned Value Management Process or System (EVMS) to assess program performance against Performance Measurement Baseline (PMB). The contractor will participate within applicable working groups and support integrated baseline reviews and other designated periodic EVM reviews and meetings, including internal joint surveillance. The contractors shall provide specific support of EVMS focus areas in-accordance with this Section:

o Evaluating work breakdown structures and ensuring work packages have appropriate designation and work authorization o Assessing integrity and validity of control accounts o Reviewing and evaluating integrity of program integrated master plan and schedule o Assessing, reviewing, and analyzing the appropriateness of cost accumulations as reflected within such elements as direct and indirect cost elements o Evaluating and reporting on variance analysis and estimate to complete o Advising program management as to whether EVMS continues to meet criteria and is implemented and used as intended

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• The contractor shall provide Subject Matter Expertise in the gathering and recording of project stakeholder requirements. Requirements gathering includes vetting and validating requirements against system fit or gap analysis and recording requirements in a project Requirements Traceability Matrix (RTM), assisting the government in the management of the RTM for updates and system sign-off. The RTM may be recorded in FMD’s ServiceNow system, MS Excel, or other customer or project determined tool.

• The contractor shall provide Subject Matter Expertise in system implementation testing phases. Testing phases may include unit, system, regression, and user acceptance test phases. Test management includes the tracking of pass/fail events through execution of test scripts, defect management and tracking of defect through defect remediation and retest, and management of requirements traceability through successful system test.

• The contractor shall provide Subject Matter Expertise in Change and Configuration Management. Change Management may include the coordination and communication of policy, programmatic, or procedural changes of customer operations upon project completion. Configuration management may include the tracking and monitoring of system implementation, upgrades, or patches.

FMD OFF configuration management is augmented via Remedy and or ServiceNow toolsets.

3.2 Deliverables:

3.2.1 Kick Off Meeting

Within 5 working days after issuance of each order, the contractor shall schedule a kickoff meeting with the Government for a meeting to be held at a date to be determine by the contractor and Government. The Government is not seeking an elaborate kick-off meeting, nor does it expect the contractor to expend significant resources in preparation for this briefing. The intent of the briefing is to initiate the communication process between the Government and contractor by introducing key task participants and explaining their roles, reviewing communication ground rules, and assuring a common understanding of subtask requirements and objectives.

The kickoff meeting will be held at the Government's facility (or via conference call or MS Teams if determined by the DOI to be an appropriate substitute for a face-to-face meeting) and the date and time will be mutually agreed upon by both parties.

The completion of this briefing will result in the following:

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1) Introduction of both contractor and Government personnel performing work under the order.

2) The contractor will demonstrate confirmation of his/her understanding of the work to be accomplished under the order.

3) The contractor will provide minutes of the kickoff meeting within 2 days after the meeting reflecting the attendees, their roles and the information exchanged and provided during the meeting.

• Order Deliverable:

1) Kick Off Meeting - within 5 working days after issuance of each order

2) Kick Off Meeting minutes within 2 working days after the meeting

3.2.2 Quality Standards and Quality Assurance Plan

The quality of the products developed and ultimately delivered are a reflection on DOI/IBC/FMD and therefore the products must be of superior quality. The contractor must produce products that are error free, relevant to the status of the project, and in accordance with best practices and standards of widely used and accepted project management organizations.

The contractor shall establish a quality control plan (QCP) within its organization that ensures compliance with applicable Federal mandates, performance standards, and industry best practices. The vendor shall consider as part of its QCP, several standard approaches toward quality, such as the International Standards Organization (ISO).

The contractor shall develop and provide the Government a quality assurance plan.

• Order Deliverable - Quality Assurance Plan - as requested by the Government at the order level request for quote.

3.2.3 Project Management Approach with Plan

The contractor shall provide an overarching Project Management and Approach. An overarching Project Management Approach details the method and process that will be utilized to staff and meet the needs of the Government as prescribed in the Order.

• Deliverable: Overarching Project Management Approach

Due with Response - Overarching Project Management Approach

3.2.3.1 Individual Project Plan(s)

Individual orders will be issued for a specified effort or PMO customer project. Therefore, the contractor shall submit a draft and final Project Plan

[11] at the order level that represents the order level approach. The draft Plan is due with the order level quote. The final project plan is due 7 working days after the kick-off meeting for the order or as mutually agreed to between the contractor and the Government. Based on the final Project Plan, the COR will provide approval to move forward on activities planned. The contractor shall request prior approval on all activities not included in the plan or any modifications to the plan after approval has been given.

• Order Deliverable: Individual Project Plan:

1) Draft Project Management Plan is due with the order level quote.

2) Final plan is due 7 working days after the kick-off meeting for the order or as mutually agreed to by the Government and contractor.

3.2.4 Risk Mitigation Plan

The contractor must provide, a risk mitigation plan describing how a requirement will be completed in the event a contractor, subcontractor and/or his/her staff become incapacitated or otherwise unavailable to complete the assigned task.

1) The risk mitigation plan must address options to assure the Government that its requirement will be completed on time, within scope, and within the quality requirements.

2) The contractor shall also identify other types of risks which may occur, any anticipated major difficulties and problem areas, along with recommended approaches for their resolution.

3) The risk mitigation plan shall include a discussion and mitigation plan on the management of its relationship with subcontractors/team partners in the event the relationship causes an impact to signing an agreement or agreements between the parties to perform an imminent order or a current order; and/or how the relationship will be managed in the event of disagreements – i.e., one example that shall be discussed is how the prime will resolve work share issues that prevent the prime from providing the skill set based on the workshare of the subcontractor or team partner in support of on ongoing or imminent order.

4) The risk mitigation plan shall include the company names, the point of contact in each company and all contact information (address, phone, email) for all teaming partners and subcontractors the prime is proposing on the requirement.

• Order Deliverable - Risk Mitigation Plan - as requested by the Government at the order level request for quote.

3.2.5 Weekly Status Meetings and Monthly Reports

3.2.5.1 Weekly Status Meetings

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The contractor shall discuss the efforts performed in the completion of each task in weekly status meetings with the PMO Team. These status meetings will include:

1. Program status to include objectives met, work completed, and work outstanding.

2. Notable achievements.

3. Issues or obstacles impeding progress and recommended solutions or resolution activities.

4. Status of deliverables/milestones.

5. Resource planning/status.

6. Topics or issues identified by the COR and/or PM.

7. Description of work plans for next week.

3.2.5.2 Monthly Status Report

The contractor shall document the efforts performed in the completion of each task, per Order in a detailed Monthly Status Report due on or before the 10th calendar day of each month and delivered to the CO, COR and/or PM. The timeframe can be changed to accommodate effort/requirements.

More frequent reporting may be required under individual orders. Reporting requirements for the monthly status reports will be outlined at the initial kick-off meeting.

The monthly status report (required per awarded Order) shall include, at a minimum:

1) Status to include objectives met, work completed, and work outstanding

2) Notable achievements

3) Issues or obstacles impeding progress and recommended solutions or resolution activities

4) Status of deliverables/milestones

5) Resource planning/status

6) Topics or issues identified by the COR and/or PM.

7) Description of work plans for next month

• Order Deliverable: Monthly Status Report

3.2.6 Additional Support Products

The contractor will provide additional product deliverables due to both DOI/IBC/FMD as well as the government client agency. Deliverables due to the client agency are based on Inter-Agency Agreements (IAA) and are dependent on the type of project being supported. Some client agency

[13] deliverables are due to the PMO lead for review in advance of delivery to the client agency.

Sample list of deliverables:

Title DOI/IBC/FMD Client Agency Weekly Status Report Monthly Project Executive Sponsor Report Work Breakdown Structure Integrated Master Schedule (to include updates) Project Management Plan Stakeholder Matrix and Mgmt. Plan Risk and Issue Register Communication Matrix Requirements/Change Management Plan Test Plan Test Defect Tracker Test Status Reports Test Results Report Requirement Traceability Matrix (to include updates) Cutover Plan Production Readiness Review Checklist Lessons Learned Report Project Closeout checklist

In addition to producing necessary deliverables above, the contractor will be responsible to route deliverables received from FMD contractors for review and acceptance to DOI subject matter experts (SMEs), as will be indicated in individual task orders.

• Order Deliverable: To be determined in accordance with Specific PMO project.

4 Contractor Personnel Labor Categories and Required Experience

4.1 Project Manager

4.1.1 Senior Level

Position Description: Serves as a senior consultant to the government’s Chief, Project Management Office, and government PMO staff. Assists the government project management staff in planning, coordinating, and managing the actions taken by the PMO to acquire and execute a specific piece of business for FMD, either competitively or non-competitively. Aids the government project management staff in planning and implementing actions by an integrated project team to define baseline project scope and quality requirements for project products and services. Aids the government in managing project cost, scope, and schedule, and serves as a project interface between FMD and its customer(s). Aides in planning, organizing, directing, executing, monitoring, [14] and controlling all aspects of the project, including technology, scope, schedule, cost, communications, and customer satisfaction. Interfaces with other project managers, task and functional leads, other contractors, support personnel, and other project stakeholders. Aides in managing a moderate to high-risk project (composed of either a single project or a coordinated effort of multiple related projects with a common technical or customer objective).

Years of Experience: Over ten (10) years of experience or equivalent education and experience. Experience entails leading or supporting complex, large-scale projects, to include those with financial investments greater than $10M.

Specialized Experience: Microsoft Project (required), Microsoft Project Online (preferred) Certifications: PMP certification required.

Education: Bachelor’s Degree (minimum)

4.1.2 Intermediate Level

Position Description: Serves as a consultant to the government PMO staff. Aids the government project management staff in planning and implementing actions by an integrated project team to define baseline project scope and quality requirements for project products and services. Aids the government in managing project cost, scope, and schedule, and serves as a project interface between FMD and its customer(s). Aides in planning, organizing, directing, executing, monitoring, and controlling all aspects of the project, including technology, scope, schedule, cost, communications, and customer satisfaction. Interfaces with other project managers, task and functional leads, other contractors, support personnel, and other project stakeholders. Aides in managing a small to moderate-risk project (composed of either a single project or a coordinated effort of multiple related projects with a common technical or customer objective).

Years of Experience: Five (5) to ten (10) years of experience or equivalent education and experience. Experience entails supporting complex, large-scale projects, to include those with financial investments greater than $10M.

Specialized Experience: Microsoft Project (required), Microsoft Project Online (preferred).

Certifications: PMP certification required.

4.1.3 Associate Level

Position Description: Aids the government PMO staff in planning and implementing actions by an integrated project team to define baseline project scope and quality requirements for project products and services. Aids the government in managing project cost, scope, and schedule, and serves as a project interface between FMD and its

[15] customer(s). Aides in planning, organizing, directing, executing, monitoring, and controlling all aspects of the project, including technology, scope, schedule, cost, communications, and customer satisfaction. Interfaces with other project managers, task and functional leads, other contractors, support personnel, and other project stakeholders. Aides in managing a small to moderate-risk project with responsibility for managing many tasks or functions of a single project.

Years of Experience: One (1) to Five (5) years of project management experience or equivalent education and experience.

Specialized Experience: Microsoft Project (required), Microsoft Project Online (preferred).

Certifications: PMP certification preferred.

4.2 AGILE Project Manager

4.2.1 Senior Level

Position Description: Serves as a senior consultant to the Chief, Project Management Office and PMO staff. Works closely with project stakeholders to define project scope and objectives, create and maintain a project plan with resource estimation and deadlines. Able to work with Product Owners to create and prioritize user stories. Work closely with solutions architects to develop design requirements and ensure the delivery of scalable and re-usable solutions. Manage day-to-day activities of the team, including creating, prioritizing & managing the backlogs of activities. Coach team members, product owners, or other staff in agile frameworks. Facilitate Agile ceremonies such as Daily Stand-ups, Sprint demo, and Retrospectives. Work with Product Owners and team members to provide updates to Senior Management on project deliverables. Coach agile team to develop agility maturity. Provide deep coaching to agile teams.

Years of Experience: Over ten (10) years of experience or equivalent education and experience. Experience entails leading or supporting large-scale projects in an AGILE methodology Specialized Experience: Jira or Kanban (preferred) Qualifications: CSM or equivalent required.

4.2.2 Intermediate Level

Position Description: Serves as a consultant to the PMO staff. Works closely with project stakeholders to define project scope and objectives, create and maintain a project plan with resource estimation and deadlines. Able to work with Product Owners to create and prioritize user stories. Work closely with solutions architects to develop design requirements and ensure the delivery of scalable and re-usable solutions. Manage day-to-day activities of the team, including creating, prioritizing & managing the backlogs of activities. Coach team members, product owners, or other staff in agile frameworks.

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Facilitate Agile ceremonies such as Daily Stand-ups, Sprint demo, and Retrospectives.

Work with Product Owners and team members to provide updates to Senior Management on project deliverables. Coach agile team to develop agility maturity.

Provide comprehensive coaching to agile teams.

Years of Experience: Five (5) to ten (10) years of experience or equivalent education and experience. Experience entails leading large-scale projects in from and AGILE methodology.

Specialized Experience: Jira or Kanban (preferred) Certifications: CSM or similar credential is preferred.

Education: Bachelor’s Degree (minimum)

4.2.3 Associate Level

Position Description: Assists project stakeholders to define project scope and objectives, create and maintain a project plan with resource estimation and deadlines. Able to work with Product Owners to create and prioritize user stories. Work closely with solutions architects to develop design requirements and ensure the delivery of scalable and re-usable solutions. Assists in managing day-to-day activities of the team, including creating, prioritizing & managing the backlogs of activities. Facilitate Agile ceremonies such as Daily Stand-ups, Sprint demo, and Retrospectives. Work with Product Owners and team members to provide updates to management on project deliverables. Assists the agile team in developing agility maturity.

Years of Experience: Less than five (5) years of AGILE project management experience or equivalent education and experience.

Certifications: CSM or similar credential is preferred.

4.3 Project Master Scheduler

Position Description: Participates in the planning, tracking analysis, and reporting on projects of varying contract type, size, complexity, and level of risk. Development of Work Breakdown Structure (WBS) and related dictionaries and resource loaded nodes.

Develop and manage project Integrated Master Schedules (IMS) from initiation to closing throughout various project phases within a matrix environment. Apply project management expertise, including schedule management and conflict resolution. Engage project stakeholders at various levels to define project objectives, tasks, timelines, dependencies, and resources for achieving project goals. Support design of governance models, business processes, updates, or improvements. Analyze project-specific metrics, including acquisition and procurements, human resource, or financial data. Conduct project schedule baseline tasks and routine schedule reviews with stakeholders. Support the PMO in reporting on project schedule status and provide project schedule health consultation.

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Years of Experience: Five (5) or more years of experience or equivalent education and experience.

Specialized Experience: Microsoft Project (required), Microsoft Project Online (preferred), Power BI (preferred).

Certifications: PMP (required).

4.4 Project Requirements Manager

Position Description: Assists the project team in developing requirements management procedures, standards, and policies. Typical associated tasks include but are not limited to requirements analysis, feasibility analysis, technology conceptual designs, facilitating requirements gathering sessions with functional and technical SMEs, and special studies and analysis. Understand the business functionality and defines the overall requirements gathering strategy. Develops a comprehensive Requirement Traceability Matrix (RTM) and RTM management procedures. Develop and maintain materials and conduct staff training for the requirements management processes. Effectively communicate at project, senior manager, or executive levels regarding specific requirements management issues or escalations. Provide consulting to project teams for requirements management. Act as the point of contact for any project related requirements management activities. Logging and managing requirements in ServiceNow. May be responsible for the direction or training of less experienced requirements management staff and customers.

Years of Experience: Five (5) or more years of experience or equivalent education and experience.

Specialized Experience: ServiceNow (preferred).

Certifications: PMP (preferred).

4.5 Project System Test Manager

Position Description: Assists the project team in developing testing and test management procedures, standards, and policies. These responsibilities include areas such as: scheduling and management of testing assignments, project testing status to include maintaining tracking of individual requirements pass/fails and updating an RTM to reflect the status, defect tracking, and measurement reporting. Understand the business functionality and define overall test strategy. Develops comprehensive test plans. Develops and maintains standard IT testing and test management processes and procedures. Develop and maintain standard requirement traceably processes and procedures. Develop and maintain staff training materials for the above test management processes. Conduct staff training for test management processes. Effectively communicate at project, senior manager, or executive levels

[18] regarding specific test management or execution issues or escalations. Provide consulting to project teams for test management. Develop standard test management reports and visualizations. Act as the point of contact for any project related test management activities. Effectively communicate the daily testing status - dependencies, track progress, and manage testing workflow to defect resolution. Logging and managing the defects in ServiceNow. May be responsible for the direction or training of less experienced testing staff and customers.

Years of Experience: Five (5) or more years of experience or equivalent education and experience.

Specialized Experience: ServiceNow (preferred), SharePoint (preferred).

Certifications: None.

4.6 Project Risks and Issues Manager

Position Description: Responsible for developing, monitoring, and reporting project risk and issues. Utilizes established or recommended risk and issues matrices. Ability to outline and report against the project objectives and assess risk and issue severity, probability, exposures, and limits. Provide analysis of potential risks and prepare risk mitigation plans as necessary. Develop and implement methodologies for the assessment of risk factors.

Years of Experience: Five (5) or more years of experience or equivalent education and experience.

4.7 Project Change Manager

Position Description: Conducts analysis of business processes: current state analysis, gap analysis, benchmarking, best practices identification, organizational assessment, and other related tasks. Takes project from original concept through final implementation.

May coordinate with business and technology teams, ascertaining system requirements, such as program functions, output requirements, input data acquisition, and system techniques and controls. Plans and implements process improvements, including future state design, change management, and transition planning. Conduct client interviews.

May deliver presentations and training courses including measurement, analysis, improvement, and control. May perform cost and benefit analysis. Interfaces with all areas of project including customer, computer services, and client services. Understands FMD business practices and deployment of technology into mission environments.

Facilitates business process change and will provide Change Management consulting to

[19] ensure that organizational aspects (i.e., organizational culture, fit, etc.) are addressed as new enabling processes and/or technologies are implemented. Performs technical and business-related research to support client needs, assist in the installation/implementation, development and analysis of materials/processes/systems.

Works with team in the analysis, formulation, development and delivery of engagement material and results. Plans, develops, and maintains engagement project plans. Provides direction policies and management guidance.

Years of Experience: Five (5) or more years of experience or equivalent education and experience.

Certifications: PMP (preferred) CCMP (preferred).

4.8 Project Knowledge Management Specialist

Position Description: Responsible for performing tasks relating to integrating data, management, and financial systems, including definition, design, structure, and preparation of documentation. Consults on upgrades, long-range requirements, operational guidelines, and protection for knowledge management applications and uses.