ATTACHMENT A - ITIM EA PWS.docx

Department of Education Office of the Chief Information Officer Information Technology Program Services

Performance Work Statement for Investment and Acquisition Management Team and Enterprise Architecture Support

Table of Contents

Performance Work Statement for Department of Education Investment and Acquisition Management Team and Enterprise Architecture Support Introduction The Investment and Acquisitions Management Team (IAMT) and the Enterprise Architecture (EA) program together form the framework for information technology investment portfolio management at the Department of Education (Department). In the past, the Department has awarded separate management support contracts for each program. However, as both programs have matured, the amount of shared data and close cooperation between the programs has become more apparent. This Performance Work Statement (PWS) is intended to address the maturing needs of both the EA and IAMT programs by explicitly identifying common activities in Task 1. Activities specific to IAMT and EA are detailed in Tasks 2 and 3, respectively. Task 4 is an optional task to develop an integrated information repository to replace the individual repositories currently in use.

The Department deploys its IAMT and EA processes based on a number of statutes and guidance, including the Clinger-Cohen Act of 1996, the Paperwork Reduction Act of 1995, and the Federal Acquisition Streamlining Act of 1994 and the Government Performance and Results Act of 1993. The Clinger-Cohen Act, along with the Office of Management and Budget’s Circular A-11, requires agencies to have processes and procedures in place to ensure that IT projects are being implemented at acceptable costs; within reasonable and expected time frames; and in a way that contributes to tangible, observable improvements in mission performance.

Background IAMT Background IAMT is responsible for developing and implementing strategies designed to enhance the Department's preparation of business cases for its IT investments, and for day-to-day oversight of its capital planning and investment control (CPIC) processes. In performing its responsibilities the IAMT:

· Analyzes the Department’s IT Portfolio (including projects, systems, IT workforce, and initiatives) and provides recommendations to the Planning and Investment Review Working Group (PIRWG) and Investment Review Board (IRB).

· Defines and manages the CPIC process through long-range strategic planning and disciplined budget decision-making processes to achieve performance goals and objectives with minimal risk, lowest life-cycle costs and greatest benefits for the agency. IAMT ensures that these processes are integrated with the Department's budget, EA, and acquisition processes.

· Supports the EA Segment Owners (13 in all) in the preparation and maintenance of Major and Non-major IT investment business cases (OMB exhibit 300) for the CPIC Select, Control and Evaluate phase activities.

· Defines policies and procedures to ensure that the Department can best manage its resources and measure and evaluate the benefits of investment decisions.

· Coordinates activities within OCIO and across the Department (budget, EA, acquisitions, etc.) to link mission needs and IT capital assets in an effective and efficient manner.

· Develops and promotes Department-wide IT investment performance measures and metrics collection to assess agency progress in meeting requirements under the Government Performance and Results Act (GPRA), Information Technology Reform Act (Clinger-Cohen), and other relevant legislation.

CPIC at the Department consists of three phases: Select, Control, and Evaluate. The Select Phase is part of the Department’s annual budget formulation process. During the Select Phase, the PIRWG reviews candidate investments and makes funding recommendations to the IRB. Upon IRB approval, the IT portfolio then moves into the Control Phase which monitors the progress of the investments. Later, the Evaluate Phase reviews the effectiveness of each IT investment. The IRB and its designated day-to-day working group, the PIRWG, are the Department’s CPIC decision making bodies. The CIO provides administrative and staffing support to these boards through the IAMT.

IAMT prepares the Department’s annual Exhibit 53 and 300’s from information provided by the Department IT Project Managers. Information for the Exhibit 53 and 300’s is provided and maintained using the Hewlett-Packard Project and Portfolio Management (HP-PPM) system. This is the current repository of the Department’s capital planning IT investment data.

EA Background EA is a strategic management framework and a key component of the CPIC process. EA enables the Department to develop a plan and performance milestones to achieve a business-focused target vision using the best available technology in the most cost-effective and efficient manner possible. This integration of the business need and performance improvement ensures linkage of funding decisions to results.

The Department’s EA goals are to:

· Address Departmental business needs: The EA Program Office (EAPO) functions as an advocate for Principal Office business needs.

· Increase business agility: Leverage existing resources while minimizing the time and cost of deploying new applications.

· Provide higher return on investment: Maximize IT investment reuse and leverage existing assets by defining standard reusable business services.

· Maximize the value of data: Timely data is critical to the Department’s constituents. EA supports solid data integration both vertically (with stakeholders) and horizontally (across the Department).

· Standardize Processes and Technology: Governance bodies, standards and principles provide consistency and standardize business processes and technology.

The EA goals listed above can only be achieved by working with the Department’s business owners. To facilitate this process, the EAPO defined 13 business areas (or segments) within the Department and categorized the Department’s IT Portfolio accordingly. Subsequently, a Segment Owner was identified for each portfolio segment in collaboration with the PIRWG.

The EAPO and segment owners work collaboratively to:

· develop the target vision and transition strategy for each segment;

· identify, validate, and prioritize IT investments during the CPIC Select Phase; and

· maintain the Department’s Enterprise Architecture.

Governance is a critical element for enabling IT interoperability and efficiency. Working with the PIRWG, the EA Program Office established two Department-wide governance bodies to support IT portfolio management:

· The Enterprise Architecture Advisory Committee (EAAC) was established in FY07. This is the segment owner’s council. This group meets quarterly to develop and maintain segment architectures, propose business modernization and shared service investments to the PIRWG, assess opportunities for IT reuse and collaboration, and review the Department’s IT Portfolio for EA compliance.

· The Enterprise Architecture Review Board (EARB) was established in FY08 to maintain the Department’s technical standards and conduct stage gate reviews in accordance with the Department’s Life Cycle Management (LCM) framework. This framework, and all associated deliverable templates, serves to effectively manage the Department’s IT development and maintenance efforts in a standardized format. This group meets weekly.

The Department’s current EA repository is IBM System Architect. The SA repository contains the process models of the Department’s architecture.

Purpose To obtain integrated support for the Office of the Chief Information Officer in the successful execution of its IAMT and EA programs.

The services described in the Outcomes Table (see Appendix A) identify the needed IAMT and EA services for the Department’s business units and Senior Leadership. The services to be provided by the external contractor shall provide the Department with strategic business planning and investment management capabilities that support achieving the agency’s goals and objectives by effectively and efficiently managing the Department’s information technology investments. An external contractor shall provide services to ensure:

· the completion, regular updating, and publishing of IAMT and EA artifacts, policy, processes and guidance in a form that is approved, understandable, and usable by the Department;

· the use of the IAMT and EA by the Department as an effective tool for management and planning; and

· that positive results of using IAMT and EA to achieve the Department’s goals are planned, tracked, and reported.

Objective The overall objective is to provide fully integrated and complete management support for both the IAMT and EA programs. Task 1 describes the common support needs of both offices. Task 2 and Task 3 describe the specialized support needs of IAMT and EA, respectively. Task 4 (optional task) describes the needs of a common replacement repository shared by IAMT and EA.

An explicit goal of this contract is to achieve significant efficiencies in the management of common, overlapping and complementary activities between the EA and IAMT programs.

This contractor shall provide management support for the Department’s IAMT and EA programs which meets all relevant Federal criteria and requirements.

Scope of Work The scope of this effort encompasses support of the work assigned to the IAMT and EA program offices. This includes, but is not limited to, policy development and execution in the areas of enterprise architecture, IT portfolio management, strategic planning, budget, finance and accounting, reporting and acquisition processes.

The Department ‘s IT Portfolio consists of thirteen (13) Segment Architectures containing approximately twenty-six (26) Major IT investments and over 200 non-major investments. These investment categories are based on criteria that include cost, enterprise impact, mission criticality, and alignment with an OMB-designated, e-government initiative.

The contractor shall be responsible for the data capture and synthesis of all IAMT and EA metrics and data. The contractor, as directed by IAMT and EA technical personnel through the Contracting Officer’s Representative (COR), shall meet with IT Investment Owners, Segment Owners, and Project Managers to acquire the data needed to manage and report on their particular IT investment or segment. The contractor shall be responsible for the validation, verification, and integrity of the data obtained. The contractor shall be responsible for data capture, extraction, formatting, and presentation of this data for review by appropriate Department review bodies and for submission to OMB and the Government Accountability Office (GAO).

TASKS

Contractor support shall consist of the execution of three (3) primary or core tasks and one (1) optional task; as shown below. The Outcomes Table, located in Appendix A of this Performance Work Statement, describes in more detail the scope of work for each task.

Task 1 – Integrated Program Management Office Support The contractor shall participate in kick-off meeting.

The contractor shall arrange and participate in meetings as required to develop and execute a contract transition plan to move IAMT/EA support from the previous support contractor, to include all activities outlined by all tasks and subtasks in this PWS.

The contractor shall participate in weekly working meetings and strategy sessions.

The contractor shall prepare Work Plans and Work Business Strategies (WBS) (using task-based costing) to accomplish all required services.

The contractor shall maintain Work Plans and WBS, to be updated monthly and submitted for review and approval.

The contractor shall provide monthly Status Reports on all required services.

The contractor shall assess work to date and recommend program improvements, to include policy, procedures, documentation, business, technical and data strategies.

The contractor shall provide documentation creation, maintenance, and submission support during internal and external assessments and audits of the IAMT and EA program, to include regular required reporting to OMB.

The contractor shall provide support for meetings involving Principal Offices, working groups, committees, and other parties including OIG and OMB.

The contractor shall maintain program support across all task areas.

The contractor shall support IT Strategic Planning through IT business and technical consulting services for all subtasks.

The contractor shall maintain and update the EA and IAMT Repository and Internet/Intranet sites which publish the EA and IAMT, in accordance with the required OMB reporting dates and to support the CPIC Select Phase.

The contractor shall create, update, and maintain a library of presentation materials and training materials for use in communicating and encouraging the understanding and use of the EA.

The contractor shall provide a comprehensive, up-to-date database of IT business and technical research papers from an industry-recognized source.

The contractor shall maintain and update the Security Profile, develop EA and IAMT Security Standards and Guidelines that ensure alignment with Security Directives and meet with the Information Assurance and IT Operations teams.

The contractor shall provide governance support to ensure inclusion of security profile information in all IAMT/EA artifacts.

The contractor shall provide IAMT/EA support and shall score the OMB exhibit 300’s (Majors) two times during the Select Phase process.

The contractor shall provide ad hoc reporting and analysis capability.

The contractor shall maintain the current IAMT/EA data repository and add new artifacts as the fiscal year cycles advance using the EA System Architect tool, HP-PPM (CPIC Accelerator) and the Budget Formulation Database.

Task 2 – Investment Acquisition Management Team Support The contractor shall maintain Select Phase Support for IAMT during the PIRWG/IRB/PM Select Phase meetings(as many as 10 over a 3 month period); update CPIC Guide, Exhibit 300 training materials and provide training to Project Managers on the A-11 changes and the HP-PPM (CPIC Accelerator).

The contractor shall maintain Control Phase Support for IAMT during the Monthly and Quarterly PIRWG/IRB/PM Meetings. This support includes, but is not limited to reviewing and analyzing: Integrated Baseline Reviews (IBR), Baseline Change Requests (BCR), update CPIC Guide, FOIA Instructions, IAMT Investment Management Plan, Program Assessment reviews, corrective action plans, EVM review and analysis, etc.

The contractor shall maintain Evaluate Phase Support for IAMT during the Monthly and Quarterly PIRWG/IRB/PM Meetings. This includes reviewing and analyzing Operational Analysis and associated Corrective Action Plans (CAP).

The contractor shall prepare Exhibit 300’s and Exhibit 53 for submission to OMB.

The contractor shall provide support to IAMT, Segment Owners, and Project Managers for remediation of exhibit 300’s after OMB Passback.

The contractor shall maintain HP-PPM (CPIC Accelerator) system.

The contractor shall support IAMT with OMB Exhibit 300/53 Passback.

Task 3 – Enterprise Architecture Program Office Support (NOTE: This task shall be performed only during the Option Periods, if exercised) The contractor shall meet with leadership, Program Managers, business owners, Segment Owners and project managers, to obtain information used in developing and maintaining the Department EA, Transition Strategy Plan and IRM Strategic Plan, to include maintaining and updating the CPIC business cases and supporting artifacts used in IAMT/EA products.

The contractor shall maintain and correct entries in the Business Architecture (Vision and Process diagrams).

The contractor shall update and maintain the Department’s Future State Vision and Transition Strategy (including LoB-specific updates).

The contractor shall update and maintain the Department’s IRM Strategic Plan.

The contractor shall review and provide feedback on IT Business Cases, in support of the Capital Planning and Investment Control (CPIC) process to ensure alignment with the EA.

The contractor shall review and provide feedback on pre-award contract documents (SOW/PWS), in support of the CPIC process to ensure alignment with the EA.

The contractor shall support execution of the Life Cycle Management (LCM) process by staffing EARB and EAAC meetings, developing policy documents and LCM deliverables, maintaining EA Intranet Site and supporting management in the direction and oversight of the LCM process They are also responsible for updating LCM templates to meet OMB requirements and industry standards.

The contractor shall develop and maintain EA Segment Reports and file them with OMB on a quarterly basis.

The contractor shall liaise with leadership, business owners, IAMT, PMs and Segment Owners to obtain information used in maintaining and updating the technical architecture and to provide support in using EA products.

The contractor shall liaise with business owners and IT PMs to provide support in complying with the Department’s Technology Standards and Guidelines.

The contractor shall maintain and update entries in the Technology Architecture (Technology Standards and Guidelines).

The contractor shall create, maintain, and update the Technology Roadmaps.

The contractor shall liaise with leadership, Business Owners, IAMT, PMs and Segment Owners to obtain information used in maintaining and updating segment architectures and provide support to developing and using Segment Architectures.

Task 4 (Optional) – Integrated Portfolio Management Repository The contractor shall develop and implement a shared repository combining the IBM System Architect with the HP Project & Portfolio Manager (CPIC Accelerator), and the Budget Formulation Database (BFDB). The Contracting Officer shall unilaterally exercise this optional task by written notice to the Contractor within 30 business days of task execution.

Government Furnished Equipment (GFE) and Government Furnished Information (GFI) For each onsite contractor, the Department will provide a cubicle workspace that includes a desktop computer on the Department’s network (EDUCATE), an e-mail address, and a telephone during established working hours. The COR shall provide access to all previously generated Department EA and IMIT policies and guidance in hardcopy and/or softcopy.

The contractor shall comply with the Department IT security policy requirements as set forth in the Department of Education, Handbook for Information Assurance Security Policy and related procedures and guidance. The contractor shall comply with IT security requirements in the Federal Information Security Management Act (FISMA), Office of Management and Budget (OMB) Circulars, the National Institute of Standards and Technology (NIST) standards and guidance, and Federal Information Processing Standards (FIPS) Publications.

Deliverables Unless otherwise stated, approval of deliverables is assumed ten (10) business days after delivery to the appropriate Department official(s) for review. All deliverables shall be submitted in draft form, in both hard copy and electronic. The contractor shall incorporate COR comments and deliver a new version of a previously submitted deliverable within five (5) business days (or by the date agreed upon by the COR and contractor, as incorporated via contract modification by the Contracting Officer, as applicable). The deliverables shall be presented to the COR and Program Manager (PM), with a copy to the Contracting Officer for validation and approval prior to placement into production. The contractor shall exercise due diligence in quality control of deliverables, to minimize the number of deliverable review cycles.

Applicable Documents OMB Policy and Guidance Circular A-11 Part 2, Strategic Plans and Annual Performance Plan Circular A-11, Part 7, Planning, Budgeting, Acquisition and Management of Capital Assets Circular A-11, Part 7 Supplement, Capital Programming Guide Circular A-94, Benefit-Cost Analysis Circular A-109, Major Systems Acquisitions Circular A-123, Management Accountability and Control Circular A-127, Financial Management Systems Circular A-130, Management of Federal Information Resources OMB Federal Enterprise Architecture Reference Models http://www.whitehouse.gov/omb/e-gov/fea/ Federal Law and Policy Clinger Cohen Act of 1996 Government Performance and Results Act (GPRA) Earned Value Management System (EVMS) meeting ANSI/EIA Standard 748 Federal Acquisition Regulation http://www.acquisition.gov/far/ Other Applicable Documents Department Requirements for Accessible Software Design http://www.ed.gov/fund/contract/apply/clibrary/software.html connectED Policies and Procedures (Appendix C) Security Requirements for Contractors Doing Business with the Department of Education http://www.ed.gov/fund/contract/about/bsp.html Department of Education Policies and Administrative Staff Manuals http://www.ed.gov/policy/gen/leg/foia/readingroom-policies-manuals.html Outcomes Tables ATTACHMENT A – ITIM EA Performance Work Statement (PWS) IAM and EA PWS Appendix A provides specific guidance for the three (3) core tasks and one (1) optional task. It details the Required Services, Deliverables and Performance Standards, Acceptable Quality Levels and Monitoring Methods.

Appendix A: Outcomes Tables Task 1: Integrated Program Management Office (PMO) Services Outcome: Contractor support for the Department’s IAMT and EA is well planned and effectively managed, providing expert consultation on the strategic provision of IAMT and EA services. “PM” refers to the Department Project Manager responsible for the success of this project. “COR” refers to the responsible Department Contracting Officer’s Representative. (Highlighted areas below are for readability only).

1.1 The contractor shall participate in kick-off meeting.

1.1 Deliverable: Meeting Minutes. Kick Off meeting conducted within 5 business days of award; Kick Off meeting minutes delivered to client within 2 business days of Kick Off Meeting

1.1 Kick off meeting report reflecting all transition topics discussed, submitted after review with current contractor – with no discrepancies and accepted by the Department.

1.1 COR/PM review and acceptance of report

1.2 The contractor shall arrange and participate in meetings as required to develop and execute a contract transition plan to move IAMT/EA support from the previous support contractor, to include all activities outlined by all tasks and subtasks in this PWS.

1.2 Deliverable: Contract Transition Plan. Contract Transition Completed within 3 calendar weeks after award; Contract Transition Report delivered within 4 calendar weeks of contract award

1.2 Complete Transition Report with three or less errors and reflects all stated PWS objectives.

1.2 COR/PM review and acceptance of report.

1.3 The contractor shall participate in weekly working meetings and strategy sessions.

1.3 Deliverable: Meeting Minutes. 100% team attendance for weekly meetings and strategy sessions; Meeting minutes delivered within 2 business days of meeting completion.

1.3 Meeting minutes are complete with no errors; requiring at maximum, one review cycle.

1.3 COR/PM review and acceptance of meeting minutes; Participant approval of meeting minutes.

1.4 The contractor shall prepare Work Plan and WBS (using task-based costing) to accomplish all required services.

1.4 Deliverables: Draft and Final Work Plan and WBS. Incorporate all Government comments to draft Work Plan. Submit final no later than 20 business days following award.

1.4 100% of Government comments incorporated into Work Plan and WBS requiring at maximum two review cycles and received within 20 business days following award.

1.4 COR/PM review and acceptance of Work Plan and WBS.

1.5 The contractor shall maintain Work Plan and WBS, updated monthly and submitted for review and approval.

1.5 Deliverable: Updated Work Plan and WBS. Updated Work Plan and WBS on a monthly basis by the last business day of each month.

1.5 Work Plan and WBS updates accurately reflect the current work plan and milestones are not more than 2 weeks out of date

1.5 COR/PM satisfaction and review of contractor support.

1.6 The contractor shall provide monthly Status Reports on all required services.

1.6 Deliverable: Monthly Status Reports. Deliver monthly Status Reports to the client by the last business day of each month.

1.7 The contractor shall assess work to date and recommend program improvements, to include policy, procedures, documentation, business, technical and data strategies.

1.7 Deliverable: Assessment Report. Perform assessment of work to-date. Deliver Assessment Report to client containing recommended program improvements.

1.8 The contractor shall provide documentation creation, maintenance, and submission support during internal and external assessments and audits of the IAMT and EA program, to include regular required reporting to OMB.

1.8 Deliverables: Submitted reports to internal and external entities (including OMB) as required. Support and develop final deliverables to OIG, GAO, and OMB in accordance with each organization’s respective criteria. Documents must be delivered by the specified deadline.

1.9 Provide support for meetings involving Principal Offices, working groups, committees and other parties including OIG, OMB and OMB.

Weekly Federal Student Aid Meetings Weekly EARB Meetings Monthly EAAC Meetings Monthly PIRWG Meetings Monthly Budget/CAM Meetings Monthly Information Assurance Meetings Select Phase PIRWG Meetings Quarterly IRB Meetings Quarterly PM Meetings Quarterly Chief architect’s Forum Quarterly Data and xml Steering Committee (DXSC) Quarterly EA Steering Committee Quarterly OMB Meetings

1.9 Deliverables: Meeting Minutes (including comments on external meeting minutes) and Briefing Materials (as required) for working groups and committees. Conduct and/or attend all working group meetings on schedule; deliver Meeting Minutes within 2 business days of each meeting; provide comments to Meeting Minutes developed by other groups within 2 business days.

1.9 All required Work Group and Committee Meetings will be conducted on the specified dates and time and 100% of the Meeting Minutes will be delivered within two business days of the meeting requiring at maximum two review cycles.

1.9 COR/PM review and approval; Stakeholder Participation and approval of Meeting Minutes.

1.10 The contractor shall maintain program support across all task areas.

1.10 COR/PM review and approval.

1.11 The contractor shall support IT Strategic Planning through IT business and technical consulting services for all subtasks.

1.11 Deliverable: EA-driven recommendations for the IT Strategic Plan. Provide input and support of IT Strategic Planning efforts to develop IT Strategic Planning goals and vision that are EA-driven.

1.11 EA recommendations and analysis will be produced to support the IT Strategic Planning Process at each Plan update.

1.11 COR/PM review and approval; Incorporation of EA-driven recommendations into the IT Strategic Plan.

1.12 The contractor shall maintain and update the EA and IAMT Repository and Internet/Intranet sites that publish the EA and IAMT in accordance with the required OMB reporting dates and to support the CPIC Select Phase.

1.12 Deliverable: Up-to-date EA and IAMT Repository and Internet/Intranet sites in accordance with OMB reporting dates. Post new/updated EA and IAMT information to the Department EA and IAMT Repository, ED.gov and ConnectED as it is approved for publication. Schedules for EA and IAMT information publishing all incorporated OMB reporting deadlines and the Department CPIC select phase.

1.12 Electronic repositories will be kept current and up-to-date with the latest Department EA and IAMT information.

1.12 COR/PM review and approval; Satisfaction of Electronic repository end-users.

1.13 The contractor shall create, update, and maintain a library of presentation materials and training materials for use in communicating and encouraging the understanding and use of the EA.

1.13 Deliverable: Up-to-Date presentation and training materials library. Review and update Presentation Library on a quarterly basis to ensure that information is up-to-date and accurate. Communicate information updates to relevant Department working groups and personnel.

1.14 The contractor shall provide comprehensive, up-to-date database of IT business and technical research papers from an industry-recognized source.

1.14 Deliverable: Access to an industry leading database containing up-to-date IT research service with papers on topics relevant to the Department IAMT EA Program.

1.14 Provision of access to industry leading IT research service (as selected by the Department upon contractor recommendation/analysis) for 2 seats

1.14 Department access to industry research.

1.15 Maintain and update the Security Profile, develop EA and IAMT Security Standards and Guidelines that ensure alignment with Security Directives and meet with the Information Assurance and IT Operations teams.

1.15 External Inputs: EA and IAMT Security Standards and Guidelines maintenance and updates. Contractor shall maintain meet with the IA and IT Operations teams as necessary.

1.15 Adequate and timely meet with IA, IT and other external Department teams.

1.15 COR/PM review and approval.

1.16 Provide governance support to ensure inclusion of security profile information in all IAMT/EA artifacts.

1.16 External Inputs: Security profile information. Contractor will incorporate this security profile into EA and IAMT artifacts.

1.16 Timely and accurate incorporation of security profile into IAMT/EA artifacts.

1.16 COR/PM review and approval.

1.17 The contractor shall provide IAMT/EA support and shall score the OMB exhibit 300’s (Majors) two times during the Select Phase process.

1.17 Deliverables: Scoring for exhibit 300’s to include two sets of scoring results.

1.17 Scoring completed by the specified deadline time and containing no material errors.

1.17 COR/PM review and approval.

1.18 The contractor shall provide ad hoc reporting and analysis capability.

1.18 Deliverables: Results of the ad hoc reporting and the resulting analysis.

1.18 Ad hoc reporting and analysis completed by the specified deadline and containing no material errors

1.18 COR/PM review and approval.

1.19 The contractor shall maintain the current IAMT/EA data repository and add new artifacts as the fiscal year cycles advance using the EA System Architect tool, HP-PPM (CPIC Accelerator) and the Budget Formulation Database.

Task 2: Investment Acquisition Management Team (IAMT) Services Outcome: contractor support for the Department’s IAMT is well planned and effectively managed, providing expert consultation on the strategic provision of IAMT services. “PM” refers to the Department Project Manager responsible for the success of this project. “COR” refers to the responsible Department Contracting Officer’s Representative. (Highlighted areas below are for readability only).

2.2 The contractor shall maintain Control Phase Support for IAMT during the Monthly and Quarterly PIRWG/IRB/PM Meetings. This support includes but not limited to reviewing and analyzing: Integrated Baseline Reviews (IBR), Baseline Change Requests (BCR), update CPIC Guide, FOIA Instructions, IAMT Investment Management Plan, Program Assessment reviews, corrective action plans, EVM review and analysis etc.

2.5 The contractor shall provide support to IAMT, Segment Owners, and Project Managers for remediation of exhibit 300’s after OMB Passback.

2.6 The contractor shall maintain HP-PPM (CPIC Accelerator) system.

2.6 Deliverables: The HP-PPM (CPIC Accelerator) systems updates and patches with user accounts are current to vendor and customer needs. Tool is updated to reflect OMB reporting requirements including updates to Exhibits 53 and 300 (A-11).

Tool Support deliverables:

Exhibit 300 OMB 99% solution, CPIC System Admin, CPIC System Development, Identify Certification and Accreditation (C&A) Activities, Support Development of C&A Plan, Obtain Admin Access, Compile and Maintain list of Users, Develop Roles Matrix, Step-up User Accounts, User Access Support, Data Migration, Migrate “Major” and “Non-Major” Investment Data, User Testing, Conduct User Testing, Review Requested Modifications to the Tool, Approve Requested Modifications to the Tool, Implement Modifications, Coordinate Logistics, Develop and Customize Training Materials, Conduct IAMT and “Major” and “Non-Major” PM Training, Maintain Error Enhancement Log, Make on-going enhancements, Support POA&M documents, Make POA&M changes, Update tool with 99% solution, Update tool with High Risk and EVM Report, Provide CPIC tool Support to PMs and EA Team, Maintain Administrative Functions..

2.7 COR/PM review and approval.

Task 3: Enterprise Architecture Program Office (EAPO) Support Services Outcome: Contractor support for the Department’s EA is well planned and effectively managed, providing expert consultation on strategic the provision of EA services. “PM” refers to the Department’s Project Manager responsible for the success of this project. “COR” refers to the responsible Department Contracting Officer’s Representative. (Highlighted areas below are for readability only).

Task 4 (Optional): Integrated Portfolio Management Repository Outcome: Contractor support for development of an IAMT and EA shared repository for the Department.

Appendix A Outcomes Tables IAM and EA PWS

Appendix B: Acronyms and Definitions