FMD_PMO_Sources_Sought_Notice_Amended_PWS_01132023_0001.pdf

AMENDED

PERFORMANCE WORK STATEMENT (PWS)

DRAFT

Project Management Office Service Support for

U.S. Department of the Interior

Revised: January 13, 2022

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 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.

1.4. Issuance of Orders

Multiple contract awards will be made to provide these services. Individual orders will be competed among all awardees. Each competitive order will identify the work to be performed, expected delivery schedule, and any other requirements deemed necessary.

It is anticipated that brief technical proposals will be required to contain complete staffing plans as well as price proposals. Each competitive order will specify its evaluation factors and their relative order of importance.

2.0 Project Management Service Support

2.1. General

Project Management Service Support will include a wide range of project-specifics . The vendor shall provide recommendations for continuous process improvements and additional activities that support successful project management based on industry best practices and standards. The vendor shall assist the government on the management of projects, or a portion of projecttasks received from the Department or one of IBC’s government client agencies, on a routine or ad hoc basis.

The vendor will sssist 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.

2.2. Task Areas

Tasks to be issued as orders under this contract will fall in three different categories.

The categories are defined by the needs of the target organization requiring the services. Considerations include extent of the number of organizations involved, level of complexity, required skills, schedule considerations, etc. The following table lists the categories along with a brief description of the types of work involved:

Category Description

Level 1 The business process and mindset required to administer multiple programs and/or projects organization-wide (e.g., across a Federal Department or multiple Departments) at an enterprise level. The process or processes strategically align portfolio, program, and project management, with the goal of creating synergies that drive value.

Level 2 Provide program management support involving multiple related programs within an organization not at the enterprise level. In addition to program management tasks, support may also include systems engineering, industrial engineering, change management, and business transformation, often spanning across a limited number of organizations within a Federal Department or multiple Bureaus within a DOI Department.

Level 3 Provide project or task management support for one organization within a Federal Department or one Bureau within a DOI Department to accomplish a specific task or outcome. Project management does not include interrelated programs and/or projects.

2.3. Level 1 Tasks

2.3.1 General

Level 1 program management requires program management for outcomes aligned with achieving corporate objectives across a Cabinet-level Federal Agency or more than one smaller Agency. One of its primary requirements is to orchestrate co-ordinal synergies and interdependencies of cross-agency programs, each consisting of one or more dependent projects that together realize strategic goals.

These requirements involve interactions with nearly every organization within each Agency being supported. The personnel and staffing requirements will be the most robust of any of the task areas.

Contractors performing Level 1 tasks are required to have and maintain Capability Maturity Model Integration (CMMI) Level V and International Standardization Organization (ISO) 9001 certifications throughout performance of the contract. Vendors performing Level 1 tasks shall also provide evidence of past performance experience in managing programs and/or projects for Cabinet-level federal agencies.

2.3.2. Task Functions

• The contractor shall assess the status of stakeholder support across various related programs. The contractor shall interview key stakeholders to identify their level of support and any concerns or issues they have with the program and 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 program and dependent product schedules and development/production contractor schedules for the client. 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 risk management and development/production contractor risks for the program and projects being performed. 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

• 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.

2.3.3. Deliverables

See Section 3.0.

2.4 Level 2 Tasks

2.4.1 General

Program management is the process of managing both multiple projects and complex projects within a single organization. Program management often involves coordination among interagency offices and project teams, ensuring that it meets the objectives and strategic goals of the Agency.

Tasks for this level do not require the same demands as Level 1, enterprise-level, comprehensive system support: therefore, the task functions described below will be applied as necessary depending on the needs of the organization(s) requiring the services. Personnel and staffing requirements will not be as demanding as Level 1 but will require a capable mix of skills.

Contractors performing Level 2 tasks are required to have and maintain CMMI Level IV or higher and ISO 9001 certifications throughout performance of the contract. Vendors performing Level 2 tasks shall provide evidence of performing program and/or project management support to Large Federal or State Government organizations.

2.4.2. Task Functions

• The contractor shall assess the status of stakeholder support across various related and/or unrelated programs. Each program may have one or more projects requiring independent or concurrent deliverables to support the mission of the program(s). The contractor shall interview key stakeholders to identify their level of support and any concerns or issues they have with the program(s) and associated product(s). The contractor shall develop recommendations to address identified issues and concerns.

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 program and dependent product schedules and development/production contractor schedules for the client. 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 risk management and development/production contractor risks for the program and projects being performed. 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

• The contractor shall provide Subject Matter Expertise in the gathering and recording of stakeholder requirements at the program and project level. 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.

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.

3.4.3. Deliverables

See Section 3.0.

2.5 Level 3 Tasks

2.5.1. General

Tasks for this level do not require the same demands as Level 1 or Level 2 since the focus in generally upon a single system or small project focused requirements.

Therefore, the task functions described below will be applied as necessary depending on the needs of the organization requiring the services. Personnel and staffing needs will be moderate in comparison to the other task levels.

Contractors performing Level 3 tasks are required to have and maintain CMMI Level II or higher and ISO 9001 certifications throughout performance of the contract.

2.5.2. General Requirements

• The contractor shall assess the status of stakeholder support for each project. The contractor shall interview key stakeholders, if any, to identify their level of support and any concerns or issues they have with the program and associated product(s). The contractor shall develop recommendations to address identified issues and concerns.

calendars (Schedule and Integrated Plan) related to the project. 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 the project’s product schedules and development/production contractor schedules for the project’s 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 the project’s risk management and development/production contractor risks for the project’s 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 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.

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.

2.5.3. Deliverables

See Section 3.0.

3.0 Deliverables

3.1. 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:

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) 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.

3.2 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.

3.3. 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

3.4. 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 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.

3.5. 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.

3.6. Weekly Status Meetings and Monthly Reports

3.6.1. Weekly Status Meetings

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.

3.6.2. 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

3.7. 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 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.

4.0. Contractor Personnel Labor Categories and Required Experience

The indications of Task Level applicability below are provided for general guidance and may alter dependent upon the requirement.

4.1.Project Manager

4.1.1. Senior Level (Level 1 and 2 Tasks)

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, 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 fifteen (15) 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 $100M.

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

Education: Bachelor’s Degree (minimum)

4.1.2. Intermediate Level (Level 1 and 2 Tasks)

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: 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 $100M.

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

Certifications: Active PMP certification required.

Education: Bachelor’s Degree (minimum)

4.1.3. Associate Level (Levels 1, 2, and 3 Tasks)

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 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: Five (5) years of project management experience or equivalent education and experience.

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

Certifications: Active PMP certification required.

4.2. AGILE Practitioner

4.2.1. Senior Level (Level 1 and 2 Tasks)

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 fifteen (15) 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, CSPO, or equivalent required.

Education: Bachelor’s Degree (minimum)

4.2.2. Intermediate Level (Level 1 and 2 Tasks)

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.

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: 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, CSPO, or similar credential is preferred.

Education: Bachelor’s Degree (minimum)

4.2.3. Associate Level (Level 1, 2, and 3 Tasks)

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: 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 (Level 1, 2, and 3 Tasks)

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.

Years of Experience: Ten (10) 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).

Education: Bachelor’s Degree (minimum)

4.4. Project Requirements Manager (Level 1, 2, and 3 Tasks)

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: Ten (10) or more years of experience or equivalent education and experience.

Specialized Experience: ServiceNow (preferred).

Certifications: PMP (preferred).

4.5. Project System Test Manager (Level 1, 2, and 3 Tasks)

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 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: Ten (10) or more years of experience or equivalent education and experience.

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

Certifications: None.

Education: Bachelor’s Degree (minimum)

4.6. Project Risks and Issues Manager (Level 1, 2, and 3 Tasks)

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: Ten (10) or more years of experience or equivalent education and experience.

Certifications: PMP (preferred).

Education: Bachelor’s Degree (minimum)

4.7. Project Configuration Change Manager (Level 1, 2, and 3 Tasks)

Position Description: Coordinates with business and technology teams, ascertaining system requirements, such as program functions, output requirements, input data acquisition, and system techniques and controls. Performs technical research to support client needs, and assist in the installation/implementation, development, and analysis of materials/processes/systems. Facilitates system release planning by assisting the government in organizing and managing system requirements, changes, and related artifacts and activities for system releases and promoting release code and system patches to a production environment. Assists in conducting review of system change requests, prioritization, and system compliance, standardization, and completeness.

Assists the government in reviewing and maintaining a schedule of IT changes to enable proper sequencing, providing information regarding changes to system configuration requirements and environments. Assists in creating, maintaining, and adapting configuration management documentation and tools as required. Reviews and makes recommendations for updates to existing configuration management strategy, processes, and practices. Facilitates IT change board meetings, including monitoring attendance, facilitating discussions regarding specific proposed changes, and ensuring appropriate disposition of all changes brought to the Board. Prepares documentation (including reports, agendas, and minutes) for change boards. Assists the government in maintaining a configuration management plan which includes how changes are evaluated and impacted for time and schedule; a Change Request (CR) process to include documentation and life cycle management; change management infrastructure to include internal review boards and/or client review boards. Assists in Release Manager duties, including identifying whether CRs are in scope or out of scope of a particular release.

Years of Experience: Ten (10) or more years of experience or equivalent education and experience.

Certifications: PMP (preferred) CCMP (preferred).

Education: Bachelor’s Degree (minimum)

4.8. Project Organizational Change Manager (Level 1, 2, and 3 Tasks)

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, advising the customer throughout project on impacts to existing policy, process, or program change. Plans and implements process improvements, including future state design 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 Organizational Change Management consulting to ensure that organizational aspects (i.e., organizational culture, fit, etc.) are addressed as new enabling processes and/or technologies are implemented. Performs business-related research to support client needs. 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: Ten (10) or more years of experience or equivalent education and experience.

Certifications: PMP (preferred) CCMP (preferred).

Education: Bachelor’s Degree (minimum)

4.9. Project Knowledge Management Specialist (Level 1, 2, and 3 Tasks)

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. Duties may include entering and reviewing data within a database, preparing system diagrams and documentation, ensuring user integrity, maintaining database support tools, and making recommendations regarding enhancements and/or improvements. Resolves highly complex problems using significant application of technical knowledge, conceptualizing, reasoning, and interpretation. Develops solutions that are highly innovative and achieved through research and integration of best practices. Regularly employs ingenuity and creativity to develop new technical solutions and systems to achieve functional objectives. Communicates with team members across multiple areas and client team members. Works to influence project/team leaders regarding solution design, process and/or approaches.

Years of Experience: Ten (10) or more of experience or equivalent education and experience.

Specialized Experience: MS Visio or similar (preferred).

Certifications: None.

Education: Bachelor’s Degree (minimum)

4.10. Project Quality Management Specialist (Level 1, 2, and 3 Tasks)

Position Description: Define and document quality standards across the project to assure and deliver project delivery quality. Plan, deploy Project Quality Management Systems (QMS) to align and meet ISO or other industry standard requirements and specifications for the project. Review and monitor processes and procedures across configuration and maintenance of project tools and infrastructure. Facilitate the linkage between management objectives and the operational processes. Providing quality assurance and quality control services to projects servicing FMD and other Federal Government Programs. Conduct QMS reviews and audits. Where required, conduct root cause analysis and identify corrective or preventative action associated with audit findings. Draft relevant governance documents, such as support services management plans or governance plans. Review program documents such as the Project Management Plan, Quality Management Plan, Transition Plan, Communication Management Plan, or other subsidiary project plans. Liaise with the PMO, Technical, or Functional teams to ensure clear communication is delivered to customers on time and to standard. Share knowledge of governance, quality assurance, and risk with the Project Team. Coach and deliver training on effective quality assurance to project staff.

Years of Experience: Ten (10) or more years of experience or equivalent education and experience.

Specialized Experience: Comprehensive knowledge of ISO 9000/9001 or similar quality management standards or framework.

Certifications: PMP (preferred).

Education: Bachelor’s Degree (minimum)

4.11. Business/Program Analyst (Level 1, 2, and 3 Tasks)

Position Description: Performs a variety of tasks that require both practical experience and theoretical, state-of-the-art, or technical knowledge. Prepares and conducts business or program analyses and studies, needs assessments, requirements analysis/definition or cost/benefit analyses to align systems, solutions, and initiatives.

Prepares forecasts and analyzes trends, reporting regulations and operational conditions. Develops and analyzes metrics, performance measurements, requirements, reports, and recommendations related to management, organizational structure, policy/procedures, and systems. Identifies potential operational risks. Areas of focus include but are not limited to operational performance, programmatic and financial case analysis, internal control, and enterprise risk assessment.

Years of Experience: Ten (10) or more years of experience or equivalent education and experience.

Certifications: PMI-PBA (preferred).

Education: Bachelor’s Degree (minimum)

4.12. Project Documentation Specialist/Technical Writer (Level 1, 2, and 3 Tasks)

Position Description: Assist in collecting and organizing information for preparation of project plans and subsidiary plans, user manuals, training materials, and reports. Edit functional descriptions, project planning documentation, system specifications, user manuals, special reports, or any other customer deliverables and documents.

Responsible for…