Attach 2-Task 1 Scaled and Lead Coach.pdf

Information Technology Support Services (ITSS)

Task Statement of Work

(TSOW 1)

Scaled Agile Framework for the Enterprise

(SAFe) Services

DATE: November 14, 2022

TASK TYPE: Labor Hour

ORIGINATOR: AMK-20

BACKGROUND

ESC operates as a division of the Department of Transportation and is located at the Federal Aviation Administration's Mike Monroney Aeronautical Center in Oklahoma City, Oklahoma.

The organization and its service areas are comprised of over 1,200 federal employees and contractors who carry out a mission of service.

Paying attention to customer needs has led the ESC to become a provider of choice. ESC takes the time to learn each customer's business processes and requirements,and uses that knowledge to establish expectations and service levels. As a result of such efforts, the ESC can customize a specific support strategy for each and every customer.

In February of 2005, the Office of Management and Budget (OMB) named ESC as a Financial Management Center of Excellence and Shared Service Provider. Then in January 2009, ESC earned the designation of being one of only six Information Systems Security (ISS) Line of Business Shared Service Providers. In 2012, ESC became the only government entity to achieve 3rd Party Assessment Organization (3PAO) certification, which indicates the rigorous industry standards ESC applies to cybersecurity and cloud computing.

ESC is one of the four designated Federal Financial Management Line of Business (FMLOB) providers. It supports large and small agencies inside of DOT, as well as non-DOT entities such as the Department of Labor, U.S. Securities and Exchange Commission and Office of Personnel Management.

I. Objective

The purpose of this statement of work is to obtain Lead Enterprise Agility Coach with Scaled Agile Framework Program Consultant (SPC) certification along with a certified Agile Release Train Engineer (RTE).

II. Qualifications

Labor Category

Exp.

(Years)

Education Rqmts

Required Experience Labor Category Descriptions

Lead Enterprise

Agility Coach

10 Bachelor’s degree in computer science, information systems, or other related discipline.

SPC4 Certified and ten years Agile Experience providing coaching and facilitating Agile, to include the SAFe methodology.

Lead and facilitate the SAFe Implementation Roadmap. Coach/mentor all Lean Portfolio Managers, ESC ARTs, Business Owners, Product Managers, Product Owners, teams and other stakeholders involved in value delivery. Organize, facilitate, and instruct SAFe courses and Lean-Agile classes as directed by the Government. Provide workshops and assist with implementing Lean-Agile Budgeting, Forecasting and Contracting to include but not limited to Portfolio forecasting with Epic size estimates, capacity allocation and program velocities.

Agile Release Train

Engineer

(RTE)

3 Bachelors Degree in computer science, information systems or related field and RTE certified

•2+ years of experience in Software Design and application development •3-5 years of experience leading Scrum/Agile development teams •Prior experience with Scrum Master on multiple teams and engagements •Possess strong ability to tackle complex problems creatively, manage risk and influence rapid decision-making •Team player and works well in large group environments •Highly driven and motivated with a high level of initiative •Prior experience as Integration lead, program manager or delivery lead

Provides guidance to the release train. While the ART and the teams that are part of the train are predominately self-managing and self-organizing, the RTE provides guidance to help teams adapt to the environment.

Organizes, runs and facilitates the release planning meeting. The release planning meeting is a two day meeting that includes all of the people involved with the ART. The meeting is crucial meeting that kicks-off and drives each program increment.

Assists in tracking the ART. Chairs the scrum of scrums (SoS). As a leader and the scrum master of scrum masters, the RTE ensures that teams interact and share cross-team issues and risks by facilitating the SoS. Resolves and/or escalates impediments. Scrum masters facilitate the resolution of impediments within their span of influence. RTE steps in to remove or escalate the impediment to someone that can remove the impediment.

Facilitates intergroup communication and dependency resolution. Facilitating communication between groups. Helps to keep information moving so that the teams can focus on delivery. Facilitates process improvement at the ART level. While teams pursue improvements based on retrospectives, the RTE facilitates ensuring the overall processes are continually being refined. Work in ALL organizations is goal oriented.

Leaders help everyone involved focus on those goals.

III. Scope of Work

This Statement of Work (SOW) outlines what the Federal Aviation Administration (FAA) Enterprise Services Center (ESC) expects to achieve through the acquisition of contract support for a Lead Enterprise Agility Coach with Scaled Agile Framework Program Consultant (SPC) certification along with a certified Agile Release Train Engineer (RTE). Agile methodologies, as opposed to the traditional “waterfall” approaches used in past federal acquisitions, will be used to acquire IT products and services to satisfy the agency’s technological and value requirements. The integration of agile methodologies within the acquisition of lean-agile services will maximize flexibility and responsiveness, while also minimizing risk and driving down costs associated with iterative product and services delivery.

ESC is requiring support of its Scaled Agile Framework for the enterprise (SAFe) initiatives. The procurement includes a Lead Enterprise Agility Coach with Scaled Agile Framework Program Consultant (SPC) certification along with a certified Agile Release Train Engineer (RTE) will facilitate the completion of all project management documents and reports using those in the ESC project template repository or other formats used in current ESC reporting practices.

Lead Enterprise Agility Coach Scope (Mutually Agreed upon as needed basis)

On an as needed basis, this person will provide planning, project management, change management and technical solution support to organize, facilitate, and instruct SAFe courses and Lean-Agile classes as directed by the Government. The Scope includes, but is not limited to:

• Leading and facilitating the SAFe Implementation Roadmap.

• Coaching/mentoring all Lean Portfolio Managers, ESC ARTs, Business Owners, Product Managers, Product Owners, teams and other stakeholders involved in value delivery.

Organize, facilitate, and instruct SAFe courses and Lean-Agile classes as directed by the Government.

• Providing workshops and assisting with implementing Lean-Agile Budgeting, Forecasting and contracting to include but not limited to Portfolio forecasting with Epic size estimates, capacity allocation and program velocities.

• Assisting Agile Release Train Engineer(s) (RTE) with ensuring the continuation of SAFe practices and sustainment.

• Conduct training, create and upload the training rosters

• Classes will be decided on by ESC Management and coordinated by the COR. The assumption is that approximately two (2) will be taught per year.

SKILL REQUIREMENTS

Lead Enterprise Agility Coach

• The Lead Enterprise Agility Coach consulting ESC Senior Leadership as they navigate through the existing Scaled Agile Framework and through future upgrades.

• Consultation topics include, but are not limited, to SAFe 5.0 Framework, Budgeting, Forecasting and contracting at all levels of the Portfolio forecasting with Epic size estimates, capacity allocation and program velocities.

• Personnel may also be asked to monitor and report vulnerabilities that need to be corrected to ensuring the continuation of SAFe practices and sustainment within ESC.

Agile Release Train Engineer Scope (Full-time basis)

On a full-time basis, this person will provide planning, project management, change management and technical solution support for the scheduled Program Increment Planning and Portfolio Level Planning events.

The scope of the ESC requirement is to provide SAFe and Lean-Agile subject matter experts to provide guidance to multiple ESC release trains. Requirements include, but are not limited to:

• Acts in the role of Release Train Engineer (RTE)

• While the Agile Release Train (ART) and the teams that are part of the train are predominately self-managing and self-organizing, the RTE provides guidance to help teams adapt to the environment.

• Organizes, runs and facilitates the release planning meeting. The release planning meeting is a two day meeting that includes all of the people involved with the ART. The meeting is crucial meeting that kicks-off and drives each program increment.

• Assists in tracking the ART. Chairs the scrum of scrums (SoS). As a leader and the scrum master of scrum masters, the RTE ensures that teams interact and share cross-team issues and risks by facilitating the SoS.

• Resolves and/or escalates impediments.

• Facilitates intergroup communication and dependency resolution. Facilitating communication between groups. Helps to keep information moving so that the teams can focus on delivery.

• Facilitates process improvement at the ART level. While teams pursue improvements based on retrospectives, the RTE facilitates ensuring the overall processes are continually being refined.

• Assessment of current Lean-Agile capabilities, recommend additional capabilities, and embrace relentless improvement measures.

• Support reporting at the team, program, portfolio, and executive levels utilizing the SAFe principals

• Assist with coaching the Agile Release Train (ART) launch and program execution.

• Support the implementation of continuous delivery pipeline

• Act as a “servant leader”/coach and support the lean-agile mindset and implementation of

SAFe including: individual, team, program, and portfolio level mentoring and process improvements.

• Assist with critical moves required to adopt SAFe utilizing the SAFe implementation roadmap.

• Assist with identifying value streams and aligning Agile Release Trains around them.

• Help establish a Lean-Agile Center of Excellence (LACE) within ESC.

• Assessment of current metrics, identify improvements, and recommend additional metrics.

• Assist Lead Coach as needed.

SKILL REQUIREMENTS

Release Train Engineer

• Guiding the team and organization on how to use Agile/Scrum practices and values including facilitating all SAFe ceremonies.

• Support and coach cross-functional teams and assisting with internal and external communication, improving transparency, and radiating information.

• Facilitating discussion, decision making, change management, and conflict resolution that lead to the resolution of project issues and development impediments.

• RTE Certified and 3+ years of experience.

• Support and facilitate the SAFe Implementation Roadmap.

• Act in the role of Release Train Engineer (RTE) and provide mentorship.

• Supports the ART’s, portfolio and program events, and associated ceremonies

• Coordinate with the ART Product Managers, Product Owners, and Business Owners.

• Helps the ART communicate, coordinate, and cooperate with the other ARTs, System

Teams, Shared Services, Release Management, DevOps, and other stakeholders.

• Support the implementation, sustainment and improvement of the reporting of SAFe

Agile metrics at the Portfolio, Program and Team levels.

• Coach/mentor all ESC ARTs, Business Owners, Product Managers, Product Owners, and teams involved in value delivery.

Definitions/Acronyms

The following definitions and acronyms are provided:

AMA-200 – FAA Academy – One of the offices requesting this contract and where the work will be accomplished.

http://www.scaledagileframework.com/implementation-roadmap/

AMK-200 – ESC Information Services Division – One of the offices requesting this contract and where the work will be accomplished.

AML – FAA Logistics Center - One of the offices requesting this contract and where the work will be accomplished.

AMS – FAA’s Acquisition Management System

CO – Contracting Officer – the FAA Contracting Officer assigned to this contract.

COR – Contracting Officer’s Representative – The Government employee assigned by the CO in writing who is delegated certain responsibilities for day-to-day technical administration of the contract.

DOT – Department of Transportation

DPM – Deputy Program Manager – acts as Program Manager in his/her absence and assists the

PM with day-to-day oversight of the contract.

ESC – Enterprise Services Center

FAA – Federal Aviation Administration

MMAC PM – The Government representative responsible for managing the contract at a high level. For example, involved with modifications or changes to the contract or Performance Work Statement, Program Reviews, and overall Contractor’s performance.

PM – Program Manager – Onsite contract supervisor responsible for overseeing the entire contract.

PWS – Performance Work Statement

SAFe –Scaled Agile Framework is an agile software development framework consisting of a knowledge-base of integrated patterns intended for enterprise-scale Lean-Agile development. Its proponents consider SAFe to be scalable and modular, allowing an organization to apply it in a way that suits its need. ESC has implemented SAFe methodologies throughout the organization.

TAF – Task Award Fee – A task fee designed to provide economic motivation for the contractor to provide timely, high quality outputs that exceed the minimum requirements of the contract.

TSOW – Task Order Statement of Work TPWS – Task Order Performance Work Statement

IV. GENERAL REQUIREMENTS

Government/Contractor Relationship

The services to be delivered by the Contractor to the Government are non-personal services. No employer-employee relationship must exist between the Government and the Contractor and/or between the Government and the Contractor’s employees. 2.2 Contractor Employee Supervision The contractor must designate appropriate and sufficient supervisory personnel to meet task outcomes. The Contractor must provide day-to-day supervision of all contract personnel including but not limited to work assignments, performance monitoring, payroll records, leave approval and monitoring, etc. The FAA will provide as needed by the Contractor limited assistance in the form of technical and policy guidance through the assigned COR.

V. PLACE OF PERFORMANCE

Workstations within the financial services facility located at the Mike Monroney Aeronautical Center in Oklahoma City, Oklahoma will be made available to the contractor and in the Department of Transportation (DOT) financial management offices in Washington, DC as required. Travel to customer’s worksites may also be required.

POINT OF CONTACT:

COR: Monique Walswick ESC Business Office, AMK-20 Mike Monroney Aeronautical Center PO Box 25089 Oklahoma City, Oklahoma

(405) 954-50884

VI. WORK SCHEDULE

Contract employee(s) must work during the core hours of operation specified below. Travel is reimbursable in accordance with the FAA Travel Policy and GSA Joint Travel Regulations.

VII. HOURS OF OPERATION

The contractor shall perform services at FAA Mike Monroney Aeronautical Center, Oklahoma City, OK, or at the DOT/Office of Financial Management, Washington DC, during the following normal core duty hours of 8:00 am to 4:30 pm, Monday through Friday. SAIC PM must permit Telework for SAIC employees when the FAA COR provides advance approval. The SAIC PM should obtain written approval from the COR.

VIII. CONTRACT HOLIDAYS

The Contract Support will not work or be responsible for costs incurred on Federal Holidays unless specifically requested and authorized in advance by the FAA designated COR. All authorization should be requested and provided to the Contract PM in advance.

IX. INSPECTION AND ACCEPTANCE

Inspection and acceptance criteria will be based upon guidelines set forth in the Delphi Program charter. Upon completion of each task phase, Delphi personnel will review the final products and the COR will indicate written acceptance of completion of the task phase.

X. TRAINING

All contractor employee training is required to be provided by the vendor.

XI. EMERGENCY AND DISASTER PROCEDURES

Contractor is required to comply with any FAA on-site emergency and disaster procedures.

Periodically the contractor may be required to attend on-site safety and emergency preparedness meetings. These meetings are considered mandatory. In the event of a COOP, the contractor shall be provided guidance through the FAA Contracting Officer. In the event the Contracting Officer is unavailable for immediate guidance, the Emergency Readiness Officer (ERO) will provide guidance through the Contracting Officer Representative (COR) with notification to the Contracting Officer as soon as possible

XII. GOVERNMENT FURNISHED PROPERTY

The Government must provide, without cost, the facilities, equipment, materials and services listed below. The Government-furnished property and services provided as part of this effort must be used by the contractor only to perform under the terms of the resulting contract. No expectation of personal privacy or ownership using any FAA electronic information or communication equipment must be expected.

XIII. GOVERNMENT SUPPORT PROVIDED

Facilities and Equipment: The Government will provide workspace, telephone service, User-ID and Passwords, and access to the client server hardware as appropriate through the duration of this task, up to and including a government furnished laptop.

Programming manuals and supplies: If services are provided at Government facilities, the Government shall make all necessary manuals/documents available for all software/hardware tools required for the contractor personnel to perform their duties in relationship to executing this task. Also, the Government will provide administrative supplies such as pens, pencils, notepads, etc. All items as identified and furnished by the Government and will be returned at the completion of the task.

XIV. TASK LEADERSHIP: The contractor task lead shall be required to work closely with the Lean Portfolio Management (LPM) team who is comprised of ESC Directors and service area managers. The task lead will designate alternate personnel and notification of this change will be provided to the FAA.

XV. TASK STAFFING: Contract personnel must meet the minimum qualifications outlined in this SOW.

XVI. TELECOMMUNTING/TELEWORK: Telecommuting/Telework will be authorized on an as needed basis, however prior approval by the COR is required.

XVII. TRAVEL: Travel may be required of the contractor for this task. This travel will be to gather requirements unique to the Government accounting structure and the Oracle financial applications. Any and all travel shall be coordinated by the COR and submitted to the Contracting Officer for approval and will be performed in accordance with Federal Aviation Administration Travel Regulations (FAATR), supplemented by GSA Joint Travel Regulation (JTR) and applicable contract clauses. Itineraries and estimated costs are required to be submitted to the Contracting Officer or their designated representative for approval prior to travel. Reimbursement for travel shall not exceed the rates and expense types allowed by the FAATR and GSA JTR for a government employee traveling under similar circumstances.

XVIII. STANDARDS AND REFERENCE: The contractor will utilize established standards and/or procedures as defined by the FAA in the performance of this task. All documentation associated with this task must meet the Aeronautical Center guidelines and the established accounting policies and procedures which will be made available to the contractor at all times throughout the duration of this task.

XIX. PERFORMANCE EVALUATION: When an observation indicates defective performance, the COR will inform the Contract Task Lead or Alternate via written means (e.g., email, memorandum, etc.). Habitual defective performance will be forwarded to the Government Program Manager in AMK-010 and the Contracting Officer (CO) in AAQ-722 for further action. Any action taken by the CO as a result of surveillance will be according to the terms and conditions of the contract.

XX. PRIVACY AND SECURITY: Clearance: A low risk, non-sensitive security clearance is required. Work at the Federal Aviation Administration (FAA) owned or leased facilities shall be performed only while under escort of an authorized FAA employee. Contractor shall comply with all applicable DOT, FAA and local security directives while performing work under this contract. In lieu of an escort, the Government shall require all persons working on this contra t to provide personal background data on Government furnished forms to AMC-700 for initiation of the appropriate personnel security investigation prior to being permitted access to FAA facilities, information, or property.

XXI. DELIVERABLES/OUTCOMES

The required performance is listed under “Scope of Work.” In addition, at the conclusion of the performance period, the contractor shall submit to the COR two (2) copies of a written report that includes the following:

Documentation for each task assigned and completed, included unresolved issues/ remaining work, and recommendations associated with each completed deliverable.