Section_F.3_Deliverables_(REV).pdf

Section F.3 Deliverables (REV)

F.3 Deliverables

(a) All applicable TO deliverables, their required delivery dates, destination of delivery, and schedule for completion of work to be performed will be specified within individual TOs issued under this contract, as applicable.

(b) For purposes of delivery, all deliverables shall be made by close of business

(COB) 4:30 P.M. local time (Washington, DC) at destination, Monday through

Friday, unless stated otherwise in the individual TO.

(c) All deliverables submitted in electronic format shall be free of any known computer virus or defects. If a virus or defect is found, the initial deliverable will not be accepted. The replacement file shall be provided within two (2) business days after notification of the presence of a virus.

(d) Each deliverable shall be accompanied by a cover letter from the Contractor on

Company letterhead. Multiple deliverables may be delivered with a single cover letter describing the contents of the complete package.

(e) In the event the Contractor anticipates difficulty in complying with any contract-level delivery schedule, the Contractor shall immediately provide written notice to the

IGSS CO and COR. For any Task Order level deliverable, the Contractor shall provide written notification immediately to the TO CO and TO COR. Each notification shall give pertinent details, including the date by which the Contractor expects to make delivery; provided that this data shall be informational only in character and that receipt thereof shall not be construed as a waiver by the Government of any contract delivery schedule, or any rights or remedies provided by law or under this contract.

(f) In the event that a Contractor is non-compliant in submission of deliverables, the Government will reflect the non-compliance in the Contractor’s past performance report.

(g) The following table provides a summary of the IGSS reporting requirements that may be required during the contract period of performance. This summary is not all inclusive and defined deliverables will be established within individual TOs.

The Contractor shall support FSA Integrated Governance Support objectives by providing deliverables to be defined within individual Task Orders (TO) that include but are not limited to the following and will be procured on an as needed basis:

DELIVERABLE BRIEF

DESCRIPTION

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

PRE-SELECT

Strategic Gap Analysis An analysis of the gaps between Strategic Plan

Goals and the current investment portfolio.

Quarterly C.3.1 Word, PowerPoint

Pre-Select Plan A plan to execute the Pre-

Select Phase for a specific fiscal year.

Annually C.3.1 Word

Strategic Initiative

Business Cases

Provides details on budget and cost estimate, milestones, alternatives analysis, contracts, performance metrics, and service components regarding a strategic gap between the Strategic Plan and tactical plans.

3 times annually C.3.1 Word, PowerPoint, Project Server, SharePoint

Alternatives Analysis Assess various options for meeting the performance objectives of an investment, including the return on investment of the various options.

3 times annually C.3.1 Word, PowerPoint, Excel

Alternatives Analysis

Reviews

Reviews of Alternative

Analysis performed by others.

4 times annually C.3.1 Word

ARCHITECTURE PLANNING

Enterprise Current State

Architecture

Enterprise Summary of

Current State Business

Capabilities, Systems, Applications, Information, and Infrastructure.

Twice

C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Investment Architecture Investment Summary of

Current State Performance, Business, Application, Infrastructure, Data, and

Security Architectures.

5 investments annually C.3.2 EA Repository, SharePoint, Visio

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Current State

Assessment, Gap

Analysis, and

Recommendations

Assessment of Current

State Architecture. Gap

Analysis is based upon comparing the Current

State to the Target State.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current FEA Reference

Model Mapping

Alignment of FEA

Reference Models to FSA.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Performance

Architecture

Describes how investments support strategic goals and objectives.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Business

Architecture

Includes Business

Capabilities and Business

Processes (e.g. BPMN diagrams and associated descriptions). ).

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Business Context Illustrates the systems that

FSA business entities and stakeholders use to carry out business functions through the Aid Life Cycle.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Application

Architecture

Describes systems and system components associated with investments. Describes interfaces and information flows between systems.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Infrastructure

Architecture

Describes infrastructure components (e.g. HW, SW) associated with systems.

Build infrastructure diagrams like the ASI

Application / Infrastructure

Diagrams.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Data

Architecture

Describes data components associated with systems.

Conceptual, logical, physical data models.

Describe relationship to

Application and

Infrastructure layers.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Security

Architecture

Describes security controls for systems associated with investments.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Current Architecture

Executive Summary

Summary of Current State

Architecture deliverable.

5 investments annually C.3.2 PowerPoint

Target State Vision Represents FSA shared understanding regarding where the entire enterprise is going over the next 5-7 years.

Twice C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Architecture Summary of Target State

Performance, Business, Application, Infrastructure, Data, and Security

Architectures.

5 investments annually C.3.2 EA Repository, FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Target Performance

Architecture

Describes how investments support strategic goals and objectives.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Business

Architecture

Includes Business

Capabilities, Business

Processes (e.g. BPMN diagrams and associated descriptions), and business context diagrams and descriptions.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Application

Architecture

Describes systems and system components associated with investments. Describes interfaces and information flows between systems.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Infrastructure

Architecture

Describes infrastructure components (e.g. HW, SW) associated with systems.

Build infrastructure diagrams like the ASI

Application / Infrastructure

Diagrams.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Data Architecture Describes data components associated with systems.

Conceptual, logical, physical data models.

Describe relationship to

Application and

Infrastructure layers.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Target Security

Architecture

Describes security controls for systems associated with investments.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Enterprise Roadmap Describes how to transition from the current to the target focused on

Performance, Business, and

Systems.

5 investments annually C.3.2 EA Repository, Word, Excel, SharePoint, Visio

Market Research &

Product Evaluation

Report

Describes market research results, the impact assessment on the current environment, business and technical requirements, pros and cons, technical and cost research, and recommendations.

4 times annually C.3.2 Word

DATA ARCHITECTURE PLANNING

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Data Integrity

Framework and

Implementation Plan

A plan for implementation of a standard enterprise-level program that will ensure data integrity within

FSA production systems, including common reporting across each major data system. The plan shall identify and describe the framework and necessary processes, procedures, and tools that need to be in established, as well as the roadmap and implementation plan for standing up the data integrity program.

Annually C.3.3 Word

Data Modeling Standards and Guidelines

Defines standards methods, techniques, notation and tools for developing data models at the enterprise and project levels.

Annually C.3.3 Word

Data Standardization

Policies and Procedures

Describes how the creation and usage of data and metadata with be governed.

Annually C.3.3 Word

Database Administration and Data Engineering

Best Practices

Industry best practices regarding database administration and data engineering.

Annually C.3.3 Word

Enterprise Data

Management Concept of

Operations

Describes a vision for an

FSA Enterprise Data

Management Program that includes: EDM functional areas and their activities, EDM organization structure with roles and responsibilities, and EDM operational scenarios.

Once within PoP C.3.3 Word

Enterprise Data

Management Governance

Plan

Defines a governance framework for defining a consistent view of all business-driven data elements.

Annually C.3.3 Word

Enterprise Data

Management Policies

Defines enterprise-wide policies governing the creation and usage of data and metadata.

Annually C.3.3 Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Data Migration Plan

Template

Defines existing FSA data migration plan template.

The template identifies the processes associated with completion of the data migration effort; which includes conversion strategies, data mapping

(which are the detailed requirements), data clean up, and testing.

Once within PoP C.3.3 Word

Data Migration Plan

Exemplar

Modify existing FSA data migration plan examplar

The exemplar serves as an excellent example of a completed data migration plan.

Once within PoP C.3.3 Word

Data Migration Roadmap Defines data migration, what steps are involved, what common problems and risks FSA might encounter on a data migration project. Define a practical roadmap to assist with the management of data migration projects.

Once within PoP C.3.3 Word

SECURITY ARCHITECTURE PLANNING

Enterprise Security

Architecture Best

Practices

Identifies industry best practices regarding security architecture.

Annually C.3.4 Word

Enterprise Security

Architecture Concept of

Operations

Describes a vision for an

FSA Security Architecture that includes: Security

Architecture functional areas and activities, roles and responsibilities, and operational scenarios.

Twice within PoP C.3.4 Word, PowerPoint

Personal Identifiable

Information (PII)

Assessment Report

Identify all PII information in possession of FSA, location of the PII, method of protection, and ownership and management of the data.

Twice C.3.4 Word, PowerPoint

INTEGRATION SERVICES

Loans Segment Concept of Operations

Defines CONOPS for how investment management and enterprise architecture integrates. Includes processes and performance goals.

Annually C.3.5 Word

IT Strategic Plan Defines FSA's strategic technology goals & objectives in alignment with FSA's 5 year strategic plan.

Annually C.3.5 Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Program Office

Acquisition Documents

Pre-award acquisition materials on behalf of FSA

Business Units.

2 times annually C.3.5 Word

Acquisition Pre-Award and Post-Award

Technical and Cost

Reviews

A review of solication documents from Business

Units for technical and management merit.

8-12 times annually C.3.5 Word

Enterprise Strategic

Acquisition Plan

Defines macro-level recommendations to define the vision, operating model, roles, and processes for strategic acquisitions at

FSA, and tangible steps to help FSA achieve these goals. Define micro-level recommendations that focus on initial high priority projects.

As needed C.3.5 Word

FSA Policy Documents FSA Program Policy documents.

1 policy document annually

C.3.5 Word

Organization Change

Plan

Program or Portfolio

Change Management Plan for Programs such as

Servicing or Complaint

System.

Twice within PoP C.3.5 Word

Human Capital

Management Plan

Program or Portfolio

Human Capital

Management Plan for

Programs such as Servicing or Complaint System.

Twice within PoP C.3.5 Word

FSA Governance

Structure

A representation of all governance boards and how they relate, including process integration document to describe tactical flows.

Semi-Annually C.3.5 Word, PowerPoint, Visio, SharePoint

Loans Segment

Modernization Plan

Describes as-is mission, stakeholders, architecture & investments. Explains segment capabilities, strengths, opportunities, risks involved and the potential gaps. Defines to-be architecture, goals, objectives and proposed investments. Explains steps to transition from as-is to to-be.

Annually C.3.5 Word

STRATEGIC PLANNING

FSA Strategic Plan FSA's statement of strategic direction.

Annually C.3.6 Word and PDF

FSA Strategic Plan

Comment Matrix

A matrix of FSA comments and how they were dispositioned.

Annually C.3.6 Word

SELECT, CONTROL, AND EVALUATE

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Business Case Analysis

Report by Business Case

Support Investment

Managers/Project Managers in the preparation and maintenance of Major and

Non-major IT investment business cases (OMB

Exhibit 300)

20-25 per year C.4.1 Word, PowerPoint, eCPIC

Business Case Analysis

Report By Business Case

Section Across

Enterprise

Support Investment

Management in preparation in analysis of business cases.

Annually C.4.1 Word, PowerPoint, eCPIC, Project

Server, SharePoint

Prioritized Investment

Portfolio

FSA's Investment Priority

List (IPL) at select and throughout the fiscal year with changes.

4-6 per year C.4.1 SharePoint, Project

Server, Excel

Investment Portfolio

Report

Quarterly Integrated Data

Collection (IDC), Investment Review Board reporting on the portfolio.

Quarterly C.4.1 Word, SharePoint, Project Server, Excel, eCPIC

FSA Investment

Requests (IRs) Review

Enterprise Reports

Support Investment

Managers/Project Managers in the preparation and maintenance of Investment

Requests.

Annually, 50-70 IRs C.4.1 SharePoint, Project

Server, Excel

FSA Investment

Requests (IRs) Review

Technology Reports

Support Investment

Managers/Project Managers in the preparation and maintenance of Technology

Office Investment

Requests.

Annually, 20-30 IRs C.4.1 SharePoint, Project

Server, Excel

Baseline Change

Requests (BCRs)

Change requests for scope, schedule, and cost within

FSA's process and the

ED/OMB process.

100 BCRs Annually C.4.1 Word, Project

Server, SharePoint

Training materials for

PMs on yearly process requirements.

Training to institutionalize a standard enterprise-wide project management vocabulary as well as standard tools, methods and processes for managing projects throughout FSA.

Annually C.4.1 PowerPoint

Management Stage Gate

Review Reports

Management and Technical

Risk Assessments.

1-3 reports in support of

12-15 IRB meetings

C.4.1 PowerPoint

Enterprise Sequencing

Plan and associated change log

Graphically depictions all

Recompete and/or Projects across the enterprise that meet the approved criteria of Tier 1 Investments / Tier

1 Operations. Capture detailed records of all changes to the Enterprise

Sequencing Plan.

Monthly C.4.1 Visio, Project

Server, SharePoint, Excel

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Operational Analysis The ongoing performance of an operating asset investment and measuring that performance against an established set of cost, schedule, and performance goals.

4 per year C.4.1 Word

Operational Analyses

Reviews

Reviews of Operational

Analysis Reviews performed by others.

15 per year C.4.1 Word

Program Assessment

Tracking Report

Tracking completion and status of major IT business case program assessments in a single report.

1 time annually C.4.1 Word

Post-Implementation

Reviews

Evaluation of how successfully the investment or project objectives were met and how effective the project management practices were in keeping the investment or project on track.

4 per year C.4.1 Word

Reviews of Post-

Implementation Reviews

Reviews of Post-

Implementation Reviews performed by others.

15 per year C.4.1 Word

ARCHITECTURE EXECUTION

Enterprise Architecture

Views, Models, and

Reports

EA repository views to inform governance boards and ad hoc requests.

20 times Annually C.4.2 SharePoint, Access, Excel, EA

Repository, Visio, Word

Technology Standards and Products Guide

(TSPG)

Classification of standard technologies employed by

FSA.

2 times Annually C.4.2 Word

External Mandate Impact

Assessments and

Recommendations

Describes impact and make recommendations regarding new Federal mandates such as the Cloud First Policy and FEA v2.

4 times Annually C.4.2 Word

ENTERPRISE DATA MANAGEMENT

Enterprise Data

Modeling Tool

FSA's enterprise data modeling tool.

As needed C.4.3 Embarcadero

Enterprise Conceptual

Data Model

Reflects standard data entities and their relationships across the enterprise

Annually C.4.3 Embarcadero, Word

Enterprise Logical Data

Model

A fully attributed

Enterprise Logical Data

Model (ELDM) that expands upon the entities and relationships from the

ECDM.

Annually C.4.3 Embarcadero, Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Enterprise Data

Dictionary Standards

Defines the framework necessary to maximize data sharing and exchange opportunities and to enable standardized data modeling throughout Federal Student

Aid. Defines the standards, processes, and procedures needed to maintain the

EDD at Federal Student

Aid.

Annually C.4.3 Word

Enterprise Data

Dictionary

FSA's enterprise data dictionary.

Annually C.4.3 IBM Information

Server Suite, Word

Metadata Management tool

FSA’s metadata management tool.

As needed C.4.3 IBM Information

Server Suite, Word

Enterprise Data Quality

Scorecard

Defines and documents mission-critical data attributes and associated metrics that measure data quality for different uses.

Define the target metric levels that achieve the quality goals. Define the data quality goals.

Annually C.4.3 Word

Enterprise Data Quality

Mad Dog Report

Highlights the high priority data quality issues facing

FSA data owners.

Annually C.4.3 Word

Data Profiling Report The current state of data quality and identify data quality challenges.

Annually C.4.3 IBM Information

Server Suite, Word

ENTERPRISE GOVERNANCE

Pre-Select Process

Guide and Diagrams

A description of how the

Pre-Select process happens, step by step with supporting diagrams.

Annually C.4.4 Word, Visio

Pre-Select Standard

Operating Procedures

Definition of prescribed methods to be followed routinely for the Pre-Select

Process.

Annually C.4.4 Word

Pre-Select Training

Modules

Training to institutionalize a standard pre-select vocabulary as well as standard tools, methods and processes.

Annually C.4.4 WebEx, Camtasia, PowerPoint (or other requested medium compatible with the ED environment).

Portfolio Management

Process Guide and

Diagrams

A description of how the

Portfolio Management process happens, step by step with supporting diagrams.

Annually C.4.4 Word, Visio

Portfolio Management

Standard Operating

Procedures

Definition of prescribed methods to be followed routinely for the Portfolio

Management Process.

Annually C.4.4 Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Portfolio Management

Training Modules

Training to institutionalize a standard portfolio management vocabulary as well as standard tools, methods and processes.

Annually C.4.4 WebEx, Camtasia, PowerPoint (or other requested medium compatible with the ED environment).

Investment Management

Process Guide and

Diagrams

A description of how the

Investment Management process happens, step by step with supporting diagrams.

Annually C.4.4 Word, Visio

Investment Management

Standard Operating

Procedures

Definition of prescribed methods to be followed routinely for the Investment

Management Process.

Annually C.4.4 Word

Investment Management

Training Modules

Training to institutionalize a standard investment management vocabulary as well as standard tools, methods and processes.

Annually C.4.4 WebEx, Camtasia, PowerPoint (or other requested medium compatible with the ED environment).

IRB pre-meeting materials

IRB preliminary agenda, final agenda, logistical support, and supporting materials

Quarterly C.4.4 Outlook, Word, PowerPoint, SharePoint

IRB post-meeting materials

IRB action items, meeting minutes, and decision memoranda.

Quarterly C.4.4 Outlook, Word, PowerPoint, SharePoint

IRB support team pre-meeting materials

IRB Support Team preliminary agenda, final agenda, logistical support, and supporting materials

Quarterly C.4.4 Outlook, Word, PowerPoint, SharePoint

IRB support team post-meeting materials

IRB Support Team action items, meeting minutes, and decision memoranda.

Quarterly C.4.4 Outlook, Word, PowerPoint, SharePoint

IMB pre-meeting materials

IMB preliminary agenda, final agenda, logistical support, and supporting materials

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

IMB post-meeting materials

IMB action items, meeting minutes, and decision memoranda.

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

Investment Portfolio

Review pre-meeting materials

Investment Portfolio

Review preliminary agenda, final agenda, logistical support, and supporting materials

Every two weeks C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

Investment Portfolio

Review post-meeting materials

Investment Portfolio

Review action items, meeting minutes, and decision memoranda.

Every two weeks C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

ERB pre-meeting materials

ERB preliminary agenda, final agenda, logistical support, and supporting materials

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

ERB post-meeting materials

ERB action items, meeting minutes, and decision memoranda.

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

AWG pre-meeting materials

AWG preliminary agenda, final agenda, logistical support, and supporting materials

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

AWG post-meeting materials

AWG action items, meeting minutes, and decision memoranda.

Monthly and ad hoc C.4.4 Outlook, Word, PowerPoint, SharePoint, Visio

Investment Review

Board (IRB) Charter

IRB purpose, authority, membership, and roles and responsibilities.

As needed C.4.4 Word

Investment Review

Board (IRB) Process

Description

A description of how the

Investment Review Board process happens, step by step.

As needed C.4.4 Word

Investment Management

Board (IMB) Charter

IMB purpose, authority, membership, and roles and responsibilities.

As needed C.4.4 Word

Investment Management

Board (IMB) Process

Description

A description of how the

Investment Management

Board process happens, step by step.

As needed C.4.4 Word

Engineering Review

Board (ERB) Charter

ERB purpose, authority, membership, and roles and responsibilities.

As needed C.4.4 Word

Engineering Review

Board (ERB) Process

Description

A description of how the

Engineering Review Board process happens, step by step.

As needed C.4.4 Word

Architecture Working

Group (AWG) Charter

AWG purpose, authority, membership, and roles and responsibilities.

As needed C.4.4 Word

Architecture Working

Group (AWG) Process

Description

A description of how the

Architecture Working

Group process happens, step by step.

As needed C.4.4 Word

PROGRAM MANAGEMENT

Kickoff Meeting Task order kickoff meetings.

Once per task order C.5 PowerPoint

Transition-In Report Report to ensure a smooth transition of services from the incumbent to the awardee.

Once C.5 Word

Transition-Out Report Report to ensure a smooth transition of services from the incumbent to FSA and the awardee.

Once C.5 Word

Meeting Minutes Meeting agenda, invitees, attendees, and results.

As needed C.5 Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Weekly Status Reports Weekly delivery of status reports that identify tasks completed during previous week, tasks planned for upcoming week, and project risks and their respective statuses.

Weekly C.5 Word

Monthly Status Reports Monthly delivery of status reports that identify completed and planned tasks and provide status toward completion for all task order deliverables.

Monthly C.5 Word

IMS The planned dates to start and complete tasks and milestones. Schedules should include work to be done by FSA as well as any

Contractors participating on the project.

Monthly C.5 Project, Project

Server

IMS Executive

Presentation

Integrated master schedule executive presentation.

Monthly C.5 PowerPoint

PgMP Defines how the program will be managed inclusive of all key process areas

(e.g. Quality, Risk, Human

Capital, etc.) and an overview of how projects are managed generally.

Two Months after award.

Annually updated.

C.5 Word, PowerPoint

PMP Defines how the project specifically will be managed that may differ from the program level plan

(e.g. Stakeholder Analysis).

Per Task Order C.5 Word, PowerPoint

Communication /

Marketing Strategy

Defines plan on how to increase awareness among stakeholders and provides messaging that educates stakeholders for IMG and

EA.

Six Months after award.

Annually updated.

C.5 Word, PowerPoint

Communication

Materials

Tactical communications vehicles such as presentation, tv screens, articles for internal publications, email campaigns, etc.

Monthly C.5 WebEx, Camtasia, PowerPoint (or other requested medium compatible with the ED environment).

Performance

Management Plan

Defines metrics for which performance will be measured for IMG and EA.

Six Months after award.

Annually updated.

C.5 Word

Performance

Management Reports

Reports on metrics defined within the Performance

Management Plan.

Monthly C.5 Word

Information requests, data calls, and audit materials

Reports in response to requests from the ED, FSA, OIG, GAO, etc.

20 per year C.5 Word

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Maturity Assessment Track maturity of the

Investment Management and Enterprise Architecture programs against industry standards maturity frameworks.

Six Months after award.

Annually updated.

C.5 Word

Websites Update internal and external sites to communicate program results to stakeholders.

Examples include FSA's current state site, target state site, and Investment

Management site.

7-10 sites updated quarterly.

C.5 SharePoint

EAE Program

Assessment

EAE processes use to manage the development, implementation and operation of Information

Technology investments.

Annually C.5 Word, Project

Server, SharePoint

EAE Operational

Analysis

The ongoing performance of an operating asset investment and measuring that performance against an established set of cost, schedule, and performance goals for the Enterprise

Architecture & Engineering

Investment.

Annually C.5 Word

EAE Post

Implementation Review

Evaluation of how successfully the EAE investment were met and how effective the project management practices were in keeping the investment or project on track.

Annually C.5 Word

EAE Major IT Business

Case

Provides details on budget and cost estimate, milestones, alternatives analysis, contracts, performance metrics, and service components regarding the EAE business case.

Annually C.5 eCPIC

EAE Investment

Requests

Proposed EAE business cases that provides justification, scope, risk, impact, and cost estimates.

2 IRs annually C.5 Word, Project

Server, SharePoint, Excel

TECHNICAL ARCHITECTURE

Request for

Information

Request from vendors when you think you know what you want but need more information from the vendors.

As needed C.6.1 Word, Excel, Visio, PowerPoint

Statement of Work /

Statement of Objectives

Identifies the objectives to be met by the acquisition by describing and setting forth the scope of work to be performed.

As needed C.6.1 Word, Excel, Visio, PowerPoint

FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Independent

Government Cost

Estimate

An agency’s estimate of the resources and the associate cost of these resources that a prudent business will incur in the performance of a contract.

As needed C.6.1 Word, Excel, Visio, PowerPoint

Proposal Evaluation

Report.

An assessment with advice to the technical evaluation panel regarding a vendor’s proposed technical solution. Includes strengths, weaknesses, risks and deficiencies as identified from the requirements and evaluation criteria of the acquisition.

As needed C.6.1 Word, Excel, Visio, PowerPoint

Request for Equitable

Adjustment Report

An assessment for the reasonability of a request for Equitable Adjustment included pricing.

As needed C.6.1 Word, Excel, Visio, PowerPoint

Change Request Cost

Review Report

A reasonable determination of both the level of effort and costs for specific change request including a risk analysis to determine the relative risk of alternative solutions

As needed C.6.1 Word, Excel, Visio, PowerPoint

Goals, Objectives, Qualities, and

Validation Scenarios

Document

Provides guidance on goals, objectives, qualities and validation scenarios to support FSA application system procurements.

Annually, or as needed C.6.2 Word, Excel, Visio, PowerPoint

Design Assessment

Report

Provides an independent assessment of the quality of the preliminary design or detailed design being delivered by the solution provider Contractor.

Provide the solution provider with recommendations on capturing and communicating their design using FSA’s design document standards

As needed C.6.2 Word, Excel, FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Design Review Report A report that captures results of informal and formal reviews of solution provider design deliverables. Includes feedback and guidance on using FSA’s design documentation standards.

Includes a critical assessment of the solution design within the guidance of the project’s requirements, As needed C.6.2 Word, Excel, Visio, PowerPoint

Stage Gate Review

Report

A report of a solution providers design as defined in the FSA

Technical Quality Control

(TQC) process.

20 per year , or as needed C.6.2 Word, Excel, Visio, PowerPoint

Preliminary Design

Template

A template to capture and convey the significant architectural decisions that have been made on the system in the early stages, allowing the high-level design to be effectively evaluated before proceeding to the detailed design stage.

Annually, or as needed C.6.3 Word, Excel, Visio, PowerPoint

Preliminary Design

Exemplar

An example preliminary design document that follows the structure and guidance defined within the preliminary design template.

Annually, or as needed C.6.3 Word, Excel, Visio, PowerPoint

Detailed Design

Template

A template to capture and convey the detail necessary to allow coders to develop the system, and to support critical design reviews before beginning development..

Annually, or as needed C.6.3 Word, Excel, Visio, PowerPoint

Detailed Design

Exemplar

An example detailed design document that follows the structure and guidance defined within the detailed design template.

Annually, or as needed C.6.3 Word, Excel, Visio, PowerPoint

Design Stage Gate

Evaluation Process

Standards

Technical Quality Control

(TQC) and Design Stage

Grate processes that use

FSA’s Goals, Objectives, Qualities, and Validation

Scenarios Document.

Annually, or as needed C.6.3 Word, Excel, FREQUENCY

AS DESCRIBED IN

THE TO

REF MEDIA

TYPE

Acquisition Market

Research Report

Defines acquisition level requirements and input to express FSA’s opinion, requirement or technical constraint on selected technical topics.

As needed C.6.4 Word, Excel, Visio, PowerPoint

Statement of Work /

Statement of Objectives

Defines the objectives to be met by an acquisition by describing and setting forth the scope of work to be performed including but not limited to technical requirement and evaluation factors

As needed C.6.4 Word, Excel, Visio, PowerPoint

Product Evaluation and

Selection Report

A report to the technical evaluation team as input to the final selection of a technology.

As needed C.6.4 Word, Excel, Visio, PowerPoint

Technical Architecture

Process Description

A process description defines a series of steps followed in a regular definite order used for accomplishing a repetitive task or an end goal.

As needed C.6.5 Word, Excel, Visio, PowerPoint

Technical Architecture

Process Improvements

Assessments

An assessment that focuses on the process metrics being used to measure the effectiveness of a process. Identifies sources contributing to issues being encountered and defines specific improvement recommendations.

As needed C.6.5 Word, Excel, Table 1: Deliverables

F. 4 Task Order Status Reports

IGSS requires TO Status Reports for all TOs. The type of status report may vary by the type of TO issued. The status report recipients, content, and due dates will be identified in individual Task Orders. The TO Status Report shall contain data at the Task Order level unless a lower Work Breakdown Structure (WBS) level of reporting is explicitly required and stated in the Task Order.

(End of Section F)