E3_Pre-Solicitation_Conference_(Master).pptx

ENCORE III Pre-solicitation Conference Solicitation # HC1028-15-R-0030 Steven Francoeur September 23, 2015 Contracting Officer 28 September 2015

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United in Service to Our Nation

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Agenda 28 September 2015

ENCORE III Program Manager Opening Remarks Mr. Douglas Packard DISA, Procurement Services Executive Admin/Purpose Mr. Steven Francoeur ENCORE III Contracting Officer

Ms. Jill Rozycke – Cost/Price Analysis Mr. Darrell Bachman – Past Performance

Contract Specialists Closing Remarks Mr. Steven Francoeur

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All materials viewed today are in draft form and are considered to be used for planning purposes only Nothing said or discussed during this conference may be construed or interpreted as a commitment by the Government Any statements made by the Government during this conference are subject to changes made in the final solicitation or by questions & answers incorporated therein Disclaimers

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Recording of this conference is prohibited Please turn all devices on quiet mode Question Submission Questions must be submitted on the cards provided.

– Please write your question(s) on the provided index cards and submit them to the designated place Only a portion of the questions will be answered today. Any questions not answered today may be resubmitted after the next RFP release.

No hard copies of Government documents will be provided

Ground Rules

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The purpose of this conference is to:

Provide an understanding and overview of the Government’s requirements under the ENCORE III (E3) program Provide an understanding of the terms and conditions of the draft solicitation Clarify several key issues regarding the upcoming source selection Provide an overview of the most asked and significant questions received in response to the draft solicitation

Purpose

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Background E3 Strategy E3 Scope

Program Overview

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DISA has been procuring IT service solutions for over 21 years Defense Enterprise Integration Services (DEIS) – 1994 through 1996 DEIS II – 1996 through 2002 ENCORE – 2002 through 2009 ENCORE II – 2008 through Present

Background

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ENCORE II (E2)

Scope: Full Scope of IT Technical Service Solutions – Requirements Definition, IT Policy, Engineering, T&E, Information Assurance, Asset Mgmt, Operations Support Ceiling: $12.225B; obligated $8.6B on 529 Task Orders (thru May 2015) Averaging $1.2B in obligations per year Period of Performance: 5-year Base, 5 option years (expires May 2018) Multiple Award, Indefinite Delivery/Indefinite Quantity (IDIQ) contracts; supports both DISA and external mission partners through centralized and decentralized ordering April 2008 awarded 12 small businesses; 5 small businesses as of May 2015 May 2008 awarded 14 large businesses; 21 large businesses as of May 2015 Contract types include: fixed price, cost reimbursable, and time & material 3rd Option Year (8th contract year) exercised on 5 May 2015

Background

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Multiple award, Indefinite Delivery/ Indefinite Quantity (IDIQ) contracts (Two Suites: Full and Open & Small Business Set-aside) NAICS code 541519 (E3 will include services from 541511, 541512, and 541513) Period of Performance: 5-Year Base, 5 option years Contract types: All variations of fixed price & cost reimbursable Maximizes competition among large and small business (total of up to 20 contracts in each suite) On/Off-Ramping option included

E3 Strategy

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Same scope as ENCORE II (full range of IT-related tasks) 20 specific performance areas; same scope for both suites Added specific language in PWS to address evolving technologies (Cyber Security, Cloud Engineering Services, and Mobility App Development) ENCORE III ceiling (FY17 - FY26): $17.5B Estimated Key Dates:

Dec 2015: Release RFP Jan 2016: Proposals Due, Begin Evaluations Oct 2016: Award Contracts

E3 Scope

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Technical Overview 20 Performance Areas Deliverables will be defined at the task order level; deliverables depicted are only examples

Technical Overview

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ENCORE III Performance Areas

Provides support to review, analyze, and coordinate processes, policies, and doctrine Provides Program and Project Management support to include development of management plans, metric collection, and meeting support Requirement Analysis

- Provides support to facilitate requirements definition in design, development, V&V testing, and database solutions for enterprise use Ensures requirements are traceable, complete, consistent, prioritized, validated, and testable Product Integration

Provides seamless functions to integrate into existing systems/platforms

Security Engineering Assessment and Authorization

Provides for planning, designing, and testing of C2 communications, firewalls, and intrusion detection systems

Operations Support

Provides support services for all aspects of installing and operating approved COTS/GOTS applications/systems

Integrated Solutions Management

- Provides full spectrum of integration support to review requirements to provide effective IT solutions Market Research and Prototyping

Assists with market research analysis Define, develop, test, and evaluate prototype solutions Test and Evaluation

Provides technical support to developmental testing, interoperability evaluations, cybersecurity testing, early operational assessments, operational testing, and evaluation of Information Technology (IT) and National Security Systems (NSS). Telecommunications Support

- Provides for design and installation of wireless and microwave technology to provide for a more efficient storage and retrieval of telecommunications systems Performance Benchmarking

Provides support to establish baselining of existing legacy processes, products, and metrics

Information and Knowledge Engineering

Provides support for data migration strategies and target architectures Asset Management

Provides asset inventory, tracking, maintenance, and support to the entire asset lifecycle. Includes IT Systems and Hardware and IT support equipment such as VTCs Computer-Telephony Integration

Use of computers to manage telephone calls

Business Process Reengineering

Provides support to assist Government in examining organizational goals, objectives, and structures for purpose of a ground-up redesign

Custom Application Development

Development of new systems

Communications Engineering

- Provides network design, policy, performance monitoring, and fault management Web Services

Provides web design and maintenance activities

Cloud Engineering Support Services

Cloud engineering support services may include all services required to transition, deploy, operate, maintain, and safeguard applications that will migrate to a Cloud solution. Incidental Hardware & Software Solutions

Provides for acquisition of incidental IT equipment for a proposed solution Provides for incidental software development, engineering, and operating licenses IT Support Services

Specific service elements may include configuration management, performance monitoring and tuning, system backup and recovery, storage management, and help desk, support

Source Selection Information - See FAR 2.1.01 and FAR 3.104

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Provides technical and programmatic support to assist departments and agencies with all aspects of:

Planning Engineering Fielding and Operating IT systems and resource 28 September 2015 Performance Area 1 Enterprise IT Policy and Planning

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Provides for the baselining of existing legacy processes, products, and metrics, which is the first step in understanding opportunities for improvement

28 September 2015 Performance Area 3 Process, Performance, and Strategic Benchmarking

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Involves the use of BPR as an approach for improving organization performance and covers the range of BPR activities including services needed to implement new or revised business or functional processes arising from BPR undertakings

28 September 2015 Performance Area 4 Business Process Reengineering

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Systems Engineering Support in Requirements Analysis - Design, development, installation, verification and validation testing of optimal application and database solutions for enterprise use, to address government requirements, and configure, test, tune applications and databases.

Work Examples/Potential Deliverables Schedules Implementation plans Technical approaches Data collection tools Risk management plans, conduct surveys Data Analysis Elicit, consolidate, refine and validate requirements User Stories Requirements Traceability Matrix (RTM) Quantification of Work Performance Area 5 Requirements Analysis

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Assists with market research analysis for DoD-related information technology and telecommunications technology solutions. Provides reports on industry capabilities to utilize evolving technologies and skill sets Define, develop, test, and evaluate prototype solution Deliverables:

Market Research Review, Analysis and Recommendation Report Draft Market Research Documentation Updated Market Research Documentation Comment Resolution Matrix 28 September 2015 Performance Area 6 Market Research and Prototyping

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Full Software Development Life Cycle (SDLC) - Requirements Analysis, Design, Development, Integration, Test and Evaluation, Deployment, Sustainment and Documentation.

Work Examples/Potential Deliverables DoDAF views, User Stories Requirements Traceability Matrix (RTM) Software Requirements Specification (SRS) Test Procedures, Test Plan, Test Cases, Contractor Integration Test (CIT) Report Source Code, Binary Code and Build Scripts Change Notification and Change Requests Information Support Plans (ISP) Application Program Interfaces (API) Schemas Joint Information Environment (JIE) Rationalization Strategy Implementation Risk Management Framework (RMF) Implementation, Security Patches, Metrics Collection and Performance tuning Performance Area 8 Custom Application Development

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Telecommunications support - design and install wireless and microwave technology , Network engineering solutions, network architecture implementation, classified and unclassified voice-over-IP communications, improved video conferencing and enhanced messaging.

Work Examples/Potential Deliverables On-line data processing On-line database storage and retrieval Electronic data interchange E-mail Voice mail IP convergence Security features Integrated user directory services Performance Area 14 Telecommunications Support

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Computerized services of call centers, use authorized personal computers, laptops, tablets, or similar digital service devices to initiate and manage phone calls and Voice over IP Work Examples/Potential Deliverables Authenticate callers Recognize a voice Provide interactive voice response (IVR) to callers Manage voice or video conferences Collect and display pending live calls or messages that have been left by callers Integrated user directory services Advance security features

Performance Area 15 Computer-Telephony Integration

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Web design and maintenance services - Design, programming, development, testing and maintenance.

Service Oriented Architecture (SOA) - architecture definition and guiding principles, governance structures and processes, and development tools and methodologies.

Work Examples/Potential Deliverables Web-based Widgets and Web-enabled Functions Web Service Access Web Service Security Engineering Certification and Accreditation (C&A) Support Integration and Implementation of Information Assurance (IA) Features for Client-Server and Web Enterprises.

Representational State Transfer (REST) / Simple Object Access Protocol (SOAP) Implementation Integration with DoD Standards (Policy Decision Point (PDP) and Public Key Infrastructure (PKI) Browser Based Interfaces Design/Development/ testing Scalability / Load Balancing Continuity of Operations (COOP) Performance Area 16 Web Services

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Management and technical support for research, analysis, recommendations and documentation of integration issues includes:

Integration Management Support Cross-Functional Integration Support Analysis and Review Documentation Information Dissemination User Assistance

28 September 2015 Performance Area 2 Integrated Solutions Management

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Provide for Development and Cross-Checking of information flow models across functional domains; provide Knowledge Management support for DoD JIE Knowledge Management Support LE/CI Knowledge Management Engineering Support Technical Network Analysis and Operations Support Technical and Engineering Support Information Dissemination Management 28 September 2015 Performance Area 7 Information and Knowledge Engineering

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Integration strategies are structured processes to combine systems to provide a seamless function that incorporates the inputs, processing, and presentation capabilities of the original systems into a relatively seamless whole. DoD performs product integrations for the following reasons:

-- Reduce the large number of legacy systems to a more manageable, cost-effective, standard number of standard/common/migration/enterprise -- Share information and/or analysis capabilities between systems to provide more reliable, complete, or accurate data or user interfaces -- Updating legacy systems to use common platforms, analytics, and data stores so they can share common hosting environments 28 September 2015 Performance Area 9 Product Integration

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The fundamental purpose of test and evaluation (T&E) is to enable the DoD to acquire systems that work. T&E provides engineers and decision-makers with knowledge to assist in managing risks, to measure technical progress, and to characterize operational effectiveness, suitability, and survivability. This is done by planning and executing a robust and rigorous T&E program T&E covers testing in the following areas: contractor testing (unit, integration, system), DT&E (i.e., functional, performance (load, stress, capacity, endurance)), OT&E, Interoperability, Information Assurance, and Cybersecurity T&E Provides professional T&E support (enterprise test management products, services and expertise) to DISA Acquisition Programs in support of DoD, both with strategic test and evaluation initiatives

Task Area 10 Test and Evaluation (T&E)

Contract/Acquisition Sensitive Unclassified//FOUO

United in Service to Our Nation

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Network engineering for programs, labs and command systems Network Support Analysis, Reports & Briefings Network Monitoring and Response Actions Lab Experiments Operations Support Data Storage and Access User Assistance/Accessibility Security Communications Engineering and Network Operations Storage

28 September 2015 Performance Area 12 Communications Engineering

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Assist the Government in integration and implementation of information assurance features Baseline Control Support Configuration Management Support Security Testing Support Intrusion Detection and Prevention PKI Environment Information Assurance Security Engineering

Performance Area 13 Security Engineering Assessment and Authorization

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Maintenance and support to control entire asset life-cycle includes:

Software License Agreements Software License Agreement Negotiations Hardware Maintenance Agreements Hardware Tracking and Disposition Demand Management (Order, Receive, Install, Track) Applications Installation, Operations, and Maintenance

Deliverable: Asset Inventory 28 September 2015 Performance Area 11 Asset Management

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Application Installation Applications Operations Customer Support Training Applications Maintenance and Sustainment Configuration Control Support

Deliverables: Technical Reports, Technical Design Documents, Training Materials, Test Plans, Schedules, Configuration Control Documentation, and Decision Quality White Papers 28 September 2015 Performance Area 17 Operations Support

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Provides for acquisition of incidental IT equipment for a proposed solution Provides for incidental software development, engineering, and operating licenses Deliverables: Inventories of Hardware/Software Purchased

28 September 2015 Performance Area 18 Incidental Hardware & Software Solutions

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May include computer room production capacity Applications maintenance Configuration Management Network support Performance monitoring and tuning System backup and recovery Database management Storage management Data protection Help desk System operations Infrastructure facilities Information security May include but not limited to facilities, hardware and software, network connectivity, labor and other infrastructure Deliverables: Status reports, performance metrics reports

Performance Area 19 IT Support Services

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Cloud Readiness Assessment Support Perform Cloud Implementation and Migrations Cloud Operations Support Orchestration Support

Deliverables: Planning documents, Plans of Action and Milestones (POA&M), Integrated Master Schedules (IMS), Readiness Review documents 28 September 2015 Performance Area 20 Cloud Engineering Support Services

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Best Value: Lowest Price Technically Acceptable Number of Contracts Labor Category Descriptions Meaningful Labor Rates Contract/CLIN Types

Key Issues

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Best Value: Lowest Price Technically Acceptable (LPTA) LPTA is one of the best value methods of evaluation

15.101 Best value continuum - An agency can obtain best value in negotiated acquisitions by using any one or a combination of source selection approaches 15.101-1 Tradeoff process - A tradeoff process is appropriate when it may be in the best interest of the Government to consider award to other than the lowest priced offeror or other than the highest technically rated offeror 15.101-2 Lowest price technically acceptable source selection process - The lowest price technically acceptable source selection process is appropriate when best value is expected to result from selection of the technically acceptable proposal with the lowest evaluated price ENCORE services are mature, stable, and widely performed in industry USD, Better Buying Power Initiative – “Affordability”

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Number of Contracts The Government intends to award up to 20 ID/IQ contracts for the Full and Open Suite and up to 20 ID/IQ contracts for the Small Business Suite ENCORE II included 26 contracts ENCORE III improves and stabilizes small business participation On-ramping allows the Government to deliberately manage the contract portfolio in each suite to allow for robust competition

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Labor Category Descriptions The Government intends to revise labor category descriptions to include requirements for minimum education and experience

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Meaningful Labor Rates The Government will review labor rates for balanced pricing Rates will be compared to the IGCE and relative to all other offerors Reminder; LPTA is a best value method and acceptable performance is expected Off-Ramping will be taken seriously Less than a minimum of 1 task order award per a given period will be a consideration for off-ramping Competitive rates are not a justification for poor performance

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Contract/CLIN Types – FAR Part 16 All variations of Fixed Price (FP) and Cost Reimbursable (CR) To minimize administration, contract CLINs will only show FFP and Cost. There are a total of 14 possible CLIN types. Task orders will identify the specific contract type No Time and Materials Cost reimbursable only ODCs will be added at the task order level Software purchases, material purchases, and travel must be incidental to the services being performed

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Evaluation Process Basis of Subfactors Small Business Problem Statement Subfactors Large Business Problem Statement Subfactors

Technical Evaluation

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Cost/Price Team will complete the total evaluated price analysis and organize proposals by their total evaluated price from lowest to highest The cost team then forwards up to 20 full and open and up to 20 small business set-aside, complete proposals to the Contracting Officer prior to the technical evaluation The Contracting Officer will evaluate this set for responsiveness to the RFP; compliance to the instructions in sections A-L, etc.

Up to 20 proposals in each suite will be sent to the past performance and technical teams The past performance team will evaluate the acceptability of the offeror’s Past Performance References based on recency, relevancy, and quality The technical team will evaluate a series of subfactors as acceptable or unacceptable (details on the following slides) Technically acceptable proposals will then be reviewed for reasonableness by the Cost/Price team

Evaluation Process

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The Technical Subfactors are separated to support two different Technical Factors, one applied to the Full and Open suite and one applied to the Small Business Set-Aside suite The full and open subfactors are tied to performance areas that require more in-depth experience and expertise and larger levels of effort The small business subfactors are tied to performance areas that are more narrowly focused expertise areas The Technical Subfactors are presented with Problem Statement descriptions to give a sample effort scenario for offerors to propose within Proposals must clearly demonstrate how the offeror will meet each of the subfactor requirements within the given Problem Statement

Technical Criteria

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Problem Statement #1: Ensure a custom software application meets all requirements, and integrates with an existing, operational application Subfactor 1: Integrated Solutions Management Demonstrate your approach to requirements definition, architecture and policy compliance and engineering guideline compliance Subfactor 2: Integrated Solutions Management Describe how you would utilize the following Integrated Management Framework (IMF) elements: Resources, Schedule, and Performance in providing a solution, and illustrate your methodology for implementing a Task Order Management Plan for Integrated Solutions Management

Problem Statement #2: Assist in deploying cyber security solutions and certifying and accrediting projects Subfactor 3: Security Assessment & Authorization Provide examples of recent/relevant experience in intrusion detection/prevention systems implementation & deployment IAW with NIST 800-94 and Risk Management Framework (RMF) system Subfactor 4: Security Assessment & Authorization Describe your recent/relevant experience in implementing end-to-end Information Assurance and security engineering solutions of systems and software solutions, particularly moving a system through Certification and Accreditation utilizing RMF, DoD INST 8510.01, static code review and source documentation

Small Business Technical Criteria

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Problem Statement #3: 24/7 Help Desk Capability Subfactor 5: Asset Management Demonstrate recent and relevant experience in the management of asset inventory and tracking for the Government Subfactor 6: IT Support Services Demonstrate a comprehensive Help Desk support plan that will include the proposed facility, methodology for tracking tickets, escalation from tier 1 through 3, surge support and metrics to successfully track and monitor the help desk; and will also describe your recent/relevant experience managing helpdesk support

Small Business Technical Criteria, Continued

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Problem Statement: Develop/Integrate an Enterprise/Mission custom application Subfactor 1: Requirements Definition Demonstrate recent/relevant experience with the requirements definition and analysis processes as defined in the DoD 5000.02 (Defense Unique Software Intensive Program, Incrementally Deployed Software Intensive Program, or Hybrid Program B) models

Subfactor 2: Custom Application Development Demonstrate recent/relevant experience designing, developing, and fielding custom software applications by following the DoD 5000.02, a comprehensive application of DoD 8510.01 Risk Management Framework (RMF) models, continuous integration, automated code scanning and security engineering to minimize vulnerabilities while maximizing capabilities

Subfactor 3: Product Integration Provide examples of recent/relevant experience in integration efforts, demonstrating an understanding of integration strategy development using the DoD Systems Engineering Integration processes and DoD Architecture Framework (DoDAF v2.0), as well as your Capability Maturity Model Integration (CMMI) Level 3, or ISO 9001:2008, or ISO/IEC 2000-1:2011 processes

Full and Open Technical Criteria

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Subfactor 4: Test and Evaluation Demonstrate recent/relevant experience with DoD Test and Evaluation of software and/or IT/NS systems, and recent/relevant experience with Science-Based Test Design techniques for T&E methodologies, establishing appropriate test hosting environments, and modeling and simulation of IT/NS systems

Subfactor 5: Operations Support Demonstrate recent/relevant experience with Assessment & Authorization, Configuration Management, and Release Management of a software or IT system for a DoD Agency in accordance with MIL–HDBK–61A or ANSI/EIA-649, while also integrating industry best practices (e.g., ITIL)

Subfactor 6: Operations Support Demonstrate recent/relevant experience in operational support of a fielded, operational DoD software and/or IT system in an appropriate production hosting environment and obtain/maintain certification & accreditation/assessment & authorization including addressing relevant STIGs and IAVMs

Subfactor 7: Enterprise IT Policy and Planning Provide a description of how you ensured fully-trained, cleared, and top-quality personnel were provided on this assignment; how you tracked and managed all resources (cost, schedule, staffing, etc.) to accomplish the assignment; how you performed subcontractor management (contracting, management, quality assurance, and payment), as appropriate; and how you provided an optimum labor mix to accomplish the assignment

Full and Open Technical Criteria, Continued

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Past Performance is a measure of the degree to which the offeror satisfied its customers in the past and complied with Federal, State and Local laws and regulations. Past performance will be evaluated as its own factor as Volume III M4 Past Performance Factor Recency – DoD contracts that are ongoing or must have been performed during the past three years from the original date of issuance of this solicitation Relevant – Similar size and scope, as described in Definition 1 in the Evaluation Factors and Subfactors Definitions in sections M2.1 and M3.1 Enterprise/Mission Custom Software Application supports large-scale user sizes of 1,000+ concurrent CAC-enabled users, multiple geographical locations, and multiple business and mission functions.

Performance Quality Assessment

Past Performance

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Section L/Attachment 4 – Past Performance Information Sheets 6 Pages Each Submittal. Limit 8 Total Submittals Limit is based on requirement to submit same references from tech eval as PP

Section L/Attachment 5 – Past Performance Questionnaire Form Sent to and submitted by the offeror’s past performance client references.

No page limitation

Section L/Attachment 6 – Subcontractor/Teaming Partner Consent Letters The offeror shall submit a consent letter executed by each subcontractor and teaming partner, authorizing release of past performance information.

Client Authorization Letters Deleted from RFP

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Government will use data provided by each offeror and data obtained from other sources in the evaluation of past performance, such as from the Past Performance Information Retrieval System, interviews with Program Managers, Contracting Officer’s, Fee Determination Officials, etc.

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The past performance factor will be evaluated as Acceptable, Unacceptable, or Unknown as described in RFP Section M4.3

Acceptable – Based on the offeror’s performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort, or the offeror’s performance record is unknown.

Unacceptable – Based on the offeror's performance record, the Government has no reasonable expectation that the offeror will be able to successfully perform the required effort.

Unknown - In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the offeror may not be evaluated favorably or unfavorably on past performance (see FAR 15.305 (a)(2)(iv)). Therefore, the offeror shall be determined to have unknown past performance. In the context of acceptability/unacceptability, “unknown” shall be considered “acceptable.

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Overview CLIN Structure CLIN Types ENCORE III Ceiling Minimum Guarantee Awards to SB Subcategories Only One Proposal Two Suites of Contracts Labor Rate Tables (M1.3.2) Economic Price Adjustment (H.2) Other Direct Costs DD254 – Security Requirements Changes

Contracting Officer’s Representative Task Order Procedures Availability of Funds AAAD Clause (Obligation Tracking) On/Off-Ramping

OCCI

Section L Use Your Pages Wisely Award Without Discussions Page Limitations Technical Experience Included as PP Evaluation Process

Solicitation Overview

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Most Frequent Q&A Over view of the most common and significant comments, questions, and recommendations, collectively referred to as issues

Questions and Answers

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