Attachment_3_PWS_TO_2_-_Knowledge_Mgmt_Final.docx

DTRA Agency-Wide Information Technology Support Services IT Service Design Contract –

HDTRA1-18-D-0045

Performance Work Statement (PWS) for Task Order 2; Knowledge Management Solutions and Support

1. Introduction: This PWS provides Knowledge Management (KM) Solutions and Support to transform how DTRA uses knowledge, technologies, and capabilities to meet the critical mission of safeguarding the United States and its allies from global weapons of mass destruction and improvised threats.

1.1. Mission: The DTRA mission is to enable DoD, the Interagency, and International Partners to counter and deter Weapons of Mass Destruction and Improvised Threat Networks. The DTRA Information Integration and Technology Services (I2TS) Directorate and Chief Information Officer’s (CIO) mission is to transform how the agency uses knowledge, technologies, and capabilities to meet the DTRA mission.

1.2. Background: The I2TS/CIO is responsible for providing Agency-wide information management services, supporting over 5,000 world-wide Agency customers utilizing Unclassified, Secret, and Top Secret/Special Compartmented Information (TS/SCI) Networks. DTRA personnel supporting the Agency’s mission require access to reliable mission and business systems as well as core IT services to execute the Agency mission. IT Service Design solutions and support are required to provide new IT mission, business, and core service capabilities and to modernize existing systems and capabilities. Although the support requirements are common in nature, the DTRA mission needs are vastly different. Various short and long-term efforts must be undertaken to continually modernize, integrate and secure these systems. IT Service Design and support must meet the needs of the Agency and other internally (to include JIDO) and externally supported customers to include first responders, Combatant Commands (COCOMS), other U.S. Government entities, and coalition partners. The I2TS/CIO intent is to provide seamless and integrated communications among all supported elements, for the purposes of office automation, data collaboration and knowledge management, support of exercises, experimentation and operational support across three principle security domains: Sensitive but Unclassified (SBU), Secret and Top Secret/SCI. The DTRA mission supports a diverse set of customers and unique mission requirements. As the organization evolves, the demands on information technology (IT) and associated cybersecurity controls increase accordingly.

In March 2016 the DTRA Director of IT Operations, published the DTRA Knowledge Management Strategy. The stated purpose of this strategy was “to provide an approach to better align decisions and actions with the knowledge and expertise that exists both internal and external to the Agency, in order to best serve the warfighters and other external stakeholders. All too often, information is not available to those who need it, when they need it, to help them make informed decisions in a timely manner.”

Historically, KM Support Services has included up to 20 FTE working in direct support of a variety of KM functional support areas including business intelligence (BI), Analytics, Process Improvement (up to 8 FTE), applications development and support (up to 8 FTE), KM Strategy development and implementation (2 FTE), and records management (2 FTE). This information is provided, not as a specific staffing level requirement, but to assist in defining the scale of this technical requirement.

1.3. Scope: In support of the DTRA CIO goal to, “evolve information technology in support of CWMD Mission performance”, and to “enhance knowledge sharing and communications across the CWMD community”, and consistent with the IT industry common descriptions of IT Service Design, the Contractor shall provide the full range of expertise and experience required to maintain, operate, and continually enhance and mature existing DTRA Knowledge Management systems and Knowledge Management Maturity throughout the Agency . The Contractor shall support the DTRA KM goal of deriving greater value from existing data sources to support decisions-making and mission accomplishment thorough enhanced collaboration tools, data discovery, visualization, analytics, and sharing.

2. Applicable Documents: The following documents are applicable to this PWS and provide background information and governance related to performance of the scope of work defined within this document.

2.1. DoD Directive 5200.01; Information Security Program,

2.2. DTRA Directive 5200.1R; DTRA Information Security Program,

2.3. DoD Instruction 8510.01; Risk Management Framework (RMF) for DoD Information Technology (IT)

2.4. DoD Instruction 8500.2; Information Assurance Implementation Document

2.5. DTRA Strategic Plan, 2016 - 2020

2.6. DTRA J6, CIO Information Operations Strategic Plan 2017 – 2020

2.7. DTRA Knowledge Management Strategy, March 4, 2016

2.8. DTRA Cloud Strategy

2.9. NARA Code of Federal Regulations -36 CFR Chapter XII Subchapter B - Records Management

2.10. U.S.C. Title 44 Chapter 31 - Records Management by Federal Agencies

2.11. DODI 5015.02 Records Management Program

3. Performance Requirements: This section of the PWS defines the performance requirements and results against which the Government will measure the Contractor’s performance. These performance requirements address the full scope of this task order and support the higher-level goal stated in paragraph 1.3 above. They provide the full range of support actions and resources necessary to identify, recommend and implement IT solutions to Knowledge Management challenges associated with supporting the DTRA mission, while supporting implementation of the current and evolving KM Strategy. These requirements include implementing and maturing the DTRA KM Strategy, developing and maintaining KM technology solutions, supporting the current and evolving Business Intelligence tools suite, and supporting recurring DTRA records management policy and practices.

3.1. Performance Requirement #1, Knowledge Management Support Services – Implement and Mature the DTRA KM Strategy. In direct support of the DTRA I2TS-KM, the contractor shall provide the resources and expertise necessary to implement the published KM Strategy, and continue to mature the strategy as DTRA mission continues to evolve and advances in technology introduce new KM opportunities and capabilities. Performance shall be guided by the KM Strategy goals as described in the sub-paragraphs below.

3.1.1. Provide authoritative CWMD data. In support of KM Strategy Goal 1, the Contractor shall provide the resources and expertise required to enhance discovery of CWMD data through improved search capabilities, identify and designate authoritative CWMD data sources, and derive greater value from current and future sources of CWMD data. In collaboration with the DTRA I2TS-KM team, the Contractor shall participate in or conduct necessary research, experiments, demonstrations, and pilots to identify potential solutions to improve decision makers’ access to the right data, from appropriate authoritative sources to support timely and informed decisions. (CDRL A003) Performance measures for this requirement are defined in the Performance Requirements Summary (PRS) in Section 11 below and focus on (To Be Proposed based on proposed solution).

3.1.2. Provide effective CWMD knowledge sharing capabilities. In support of KM Strategy Goal 2, the Contractor shall provide the resources and expertise required to improve access to CWMD knowledge, optimize solutions for Subject Matter Experts (SME) knowledge retention, and promote solutions that facilitate timely decision making. In collaboration with the DTRA I2TS-KM team, the Contractor shall participate in or conduct necessary research, experiments, demonstrations, and pilots to identify proven methodologies, tools, and strategies to enhance and guide collaborative behaviors and strategic information sharing with internal and external mission partners (CDRL A003). Performance measures for this requirement are defined in the PRS in Section 11 below and focus on (To Be Proposed based on proposed solution).

3.1.3. Support Strategy and Policy Development. In support of KM Strategy Goal 3, the Contractor shall provide the resources and expertise required to help the I2TS-KM team institutionalize the knowledge sharing process, govern knowledge sharing through consistently applied policies and procedures, and create a KM governance structure to guide and implement the DTRA KM Strategic plan. The Contractor shall develop KM policies, instructions, guides, implementation plans, communications plans, and supporting outreach plans necessary to define and communicate the KM strategy and governance structure (CDRL A004 & A005). Performance measures for this requirement are defined in the PRS in Section 11 below and focus on (To Be Proposed based on proposed solution).

3.1.4. Foster a knowledge sharing culture. In support of KM Strategy Goal 4, the Contractor shall provide the resources and expertise required to help the I2TS-KM team leverage grass roots knowledge sharing initiatives, promote a learning organization, and institutionalize a knowledge sharing culture. The Contractor shall advocate and promote localized knowledge sharing initiatives, develop communications and outreach plans, and create educational and training materials as necessary to enable knowledge sharing and learning within the DTRA workforce (CDRL A004 & A005). Performance measures for this requirement are defined in the PRS in Section 11 below and focus on (To Be Proposed based on proposed solution).

3.2 Performance Requirement #2, Knowledge Management Support Services – KM Technology Solutions and Support. In support of KM Strategy goals 2 and 4, the contractor shall develop, integrate, and maintain business applications, to include collaborative tools. To the maximum extent possible the contractors shall adapt or develop out-of-the box collaborations solutions to support evolving mission requirements, provide recommendations on data integration across tools to accelerate rapid decision making, and develop custom collaborative tools when necessary to meet unique DTRA’s requirements. All solution development shall be cloud ready and data sources shall be available for both internal and external DTRA customers. The contractors shall develop KM Solutions with the intent for content to support Machine Learning and Artificial Intelligence.

To improve and support KM Strategy Goals 2 and 4, the contractor shall establish and maintain a service desk function to assist DTRA customers with knowledge management systems and capabilities. In support of the service desk function the Contractor coordinate with the ITSS IT Core Services support contractor to establish and maintain a service ticket tracking capability within the established DTRA IT service ticket management system (current Remedy). The service desk function shall be available during normal business hours (0800 – 1600 EST on all duty days). KM systems support outside the established normal business hours shall be available as scheduled and with the COR’s advanced approval.

In support of current and new KM applications and systems, Contractor engineering support will be used to architect the DTRA KM infrastructure for reliability and potential growth on the Unclassified and Secret networks. The Contractor shall perform version upgrades and update solutions to the new versions.

3.3 Performance Requirement #3, Knowledge Management Support Services – Business Intelligence/Analytics/Process Improvement Requirement In support of KM Strategy Objective 1.3 “Derive greater value from current and future sources of CWMD data” the full implementation of BI shall consist of maintaining the Unclassified and Secret BI infrastructures in a cloud environment, including: configuring the tool, performing all Information Assurance (IA) activities, building the dashboards, and enabling analytics for both the Unclassified and Secret networks.

In support of current and new BI, analytics processes, and process improvements, Contractor engineering support will be used to architect the DTRA KM infrastructure for reliability and potential growth on the Unclassified and Secret networks. The Contractor shall perform version upgrades and update solutions to the new versions.

Consistent with recognized industry best practices, the contractor shall maintain a BI Competency Center (BICC) capability to solicit user requirements, assist users in defining their business objectives of BI/Analytics Dashboards, determine the customer community, identify data sources, define access controls, create an access control process for appropriate levels, and determine appropriate reporting methods for all requirements. The Contractor shall be designed and built dashboards for all DTRA organizations on both Unclassified and Secret networks based on customer solicited requirements. BI Dashboards will be developed for all DTRA programs based on government defined prioritization.

Consistent with KM Strategy and to provide mission solutions for rapid decision making, the Contractor shall develop, configure, and deploy BI dashboards. The content for the dashboards shall be optimized wherever possible to use create a data architecture that is available for self-service and custom developed dashboards. Additionally, to support effective and efficient data management practices, the contractor shall develop a data catalog of Agency data sources that will maximize reuse and reduce redundant data entry as part of the “enter once, use many times” strategy.

To accelerate user adoption and maximize effectiveness of newly deployed KM systems, and as directed by the COR, the Contractor shall create training materials (CDRL A005) and provide training for administrators, developers, power users, analysts and end users of the candidate use cases.

In order to integrate and mature legacy capabilities, the Contractor shall provide appropriately skilled and certified MicroStrategy specialists to meet the requirements of this task order. The contractor must have direct, hand-on experience leading, developing and delivering MicroStrategy BI Dashboards and Analytics in a Department of Defense classified environment. To be successful in performance of this contract, the Contractor shall have knowledge of the Agency mission and the interactions across mission areas.

In order to support the dynamic and evolving DTRA mission requirements, the contractor shall have reach back capabilities for surge support from a pool of TS/SCI level personnel with experience in developing and deploying MicroStrategy BI Dashboards and Analytics.

3.4 Performance Requirement #4, Knowledge Management Support Services – Records Management Requirement

To ensure Agency decisions are documented as official records, and in accordance with National Archives and Records Administration (NARA) guidance including implementation and deployment of all new initiatives, electronic records systems, and laws, the Contractor shall develop and support a comprehensive Agency Records Management Program. Included in the Agency Records Management Program, the Contractor shall provide a qualified Senior Records Managers and a Records Management Specialist. Specific tasks and activities required to satisfy this requirement include;

Assisting the Agency Records Managers in preparing records schedules, office file plans, preparing records for transfer/retirement at the Federal Records Center (FRC) and NARA.

Creating proposals (A004) to NARA for any unscheduled records for potential transfer/retirement.

Conducting annual Staff Assistance Visits in order to ensure compliance of Records Managers to meet NARA and Agency guidance.

Producing metrics for the records management program to analyze volume of requests in order to create and deliver training materials (A005) on frequently asked topics.

Assisting government personnel in creating and conducting Annual Records Management Mandatory training (A005) both class-room and on-line courses.

3.5 Performance Requirement #5, Task Order Transition In. The Contractor shall plan for and execute a transition-in strategy to provide for the on-boarding of appropriately qualified personnel, with the required DoD security clearances and eligibilities, needed to support a smooth and seamless transition from the incumbent support team to “full performance” within 60 calendar days of task order award. Transition-in includes all staffing activities, as well as the necessary knowledge transfer and capture to ensure “work-in-progress” is smoothly transitioned, and mission support is not interrupted. Performance measures for the first 60 days will be recorded and reported for monitoring purposes, but they will not be used as performance indicators until the completion of the 3rd month of performance. The exception to this suspension of performance measures will be measures associated with this transition-in requirement. Performance measures for this requirement are defined in the PRS in Section 11 below and focuses on the on-boarding of support staff per the transition-in plan included in the Contractor proposal.

3.6 Performance Requirement #6. Task Order Transition Out. The Contractor shall plan for and support the smooth and seamless transition-out at the end of the performance period. The Contractor shall develop and deliver a transition-out plan (CDRL A004) defining their knowledge transfer plan with specific emphasis on transiting work-in-progress. The Contractor shall coordinate with the incoming workforce (Government or Contactor) as necessary to enable a seamless transition with minimum interruption of mission support. The Contractor shall remain accountable for performance consistent with the PRS below until the end of the contract period of performance.

3.7 Performance Requirement #7, Task Order Management. The Contractor shall provide the necessary resources to effectively oversee the performance of all requirements defined in this task order. Within this responsibility, the Contractor shall develop and implement a quality control and management oversight plan to effectively manage the staff and the performance per the standards established herein. The Contractor shall develop and deliver a monthly status report (MSR) per CDRL A001. Performance measures for this requirement are defined in the PRS in Section 11 below and include timeliness of staff on-boarding, timeliness of deliverables, and consistency in meeting other performance measures within this task order.

4. Deliverables: In support of the requirements in this PWS, the Contractor shall develop and deliver a variety of reports, analyses, recommendations, and plans. The specific requirement for content, format, and delivery timing for each deliverable is defined in the Contract Data Requirements Lists (CDRL; DD Form 1423), which will be specifically associated with the PWS paragraph for the corresponding work scope. Unless specifically stated otherwise in the CDRL, all deliverables shall be submitted electronically in either a MS Office compatible or PDF format. The specific format for each deliverable shall be at the Contractor’s discretion unless otherwise specified in the CDRL. The following table summarizes the contract deliverables associated with this PWS.

4.1. Deliverables Summary Table

5. Period of Performance. The period of performance (PoP) will be one base-year with four one-year options.

5.1. Base: Task order award + 12 Months

5.2. Option 1: 12 months from end of Base PoP

5.3. Option 2: 12 months from end of Option 1 PoP

5.4. Option 3: 12 months from end of Option 2 PoP

5.5. Option 4: 12 months from end of Option 3 PoP

6. Support Hours The Contractor shall provide support during the core Government hours 52 weeks a year. The standard schedule must encompass the DTRA core hours of 9 AM to 3 PM (0900 – 1500). Additionally, the Contractor may be required to provide support outside of standard hours based on loss of service and mission impact or Agency need. Standard work hours shall be Monday through Friday during normal duty hours except for the following Federal Holidays:

7. Place of Performance/Travel

7.1. Place of Performance: The majority of these tasks will be performed at the defense Threat Reduction Center, 8725 John J. Kingman Road, Fort Belvoir, VA 22060-6201; however, DTRA maintains a global mission and Contractor personnel may be required to work at locations other than the NCR. For situational reasons, Contractor personnel may work at an alternate location/worksite using Government Furnished Equipment (GFE) with COR approval.

7.2. Travel may be required based on Agency requirements to any DTRA facility world-wide. The Contractor shall provide a detailed estimate of any desired travel in advance to the COR via memorandum or email. Travel costs shall not exceed on a daily basis the maximum per diem rates in effect at the time of travel as set forth in the Federal Travel Regulation. All travel shall be approved by the COR in writing via memorandum or e-mail prior to the Contractor incurring any travel expenses and prior to any departure.

8. Security: (Reference DD Form 254, DoD Contract Security Classification Specifications) The Contractor employees working on this program must be U. S. citizens, and they will require a minimum of a DoD SECRET clearance in order to provide the required support. Selected individuals may require TOP SECRET or higher clearances (SCI Access). Rationale: All employees performing services on this contract have the potential to access classified systems up to TS/SCI (JWICS) as a normal requirement in the performance of their duties.

The Contractor shall comply with the Security Agreement (DD Form 441) including the National Industrial Security Program Operating Manual (NISPOM) and any revision, notice of which has been furnished to the Contractor. The Contractor's employees performing work under this contract shall be U.S. citizens and be granted appropriate security clearances based on the need for access to specific classified information. That is SECRET clearance based on favorably adjudicated National Agency Check with Law and Credit Check (NACLC) or a TOP SECRET clearance based on Single Scope Background Investigations favorably adjudicated by the Defense Security Service, Defense Industrial Security Clearance Office.

All Contractors in privileged user positions must have a completed single scope background investigation (SSB I) in accordance with DODI 8500.2 prior to filling the position. Privileged users are defined as, but not limited to, persons in the following roles or positions: Information Assurance Managers/Officers, supervisors of IT positions, systems administrators, and maintainers of IA-enabled products.

9. Government Furnished Property, Equipment or Material (GFP/GFE/GFM) The Government will provide office space, desks, computers, use of telephone, copiers, faxes, paper, and other administrative materials on-site for personnel assigned to this task order. The Government will issue the items listed below as GFP and the Contractor shall report any changes on a monthly basis via the Master Government Property List. (CDRL A006) DTRA may provide GFE or GFM to the Contractor for use offsite. The Contractor shall comply with the contract clauses for management and accountability of Government Property in its possession.

The Contractor shall update the Master Government Property List (MGPL) when any new equipment is issued to the Contractor by the Government. The MGPL shall include all equipment/property provided to the Contractor, including equipment transferred between projects, broken and obsolete equipment, and items purchased outside the United States. The MGPL shall be delivered electronically in a spreadsheet using Microsoft Office Excel. Abbreviations are not allowed. Ninety (90) days prior to contract expiration, the Contractor shall submit a final MGPL suitable for close-out purposes containing use/disposition recommendations. (CDRL A006)

10. Section 508 The services provided in support of these requirements will conform to requirements established by Section 508 of the Rehabilitation Act of 1973, where applicable.

Task Order 2; PWS for Knowledge Management Support Services

11. Performance Requirements Summary (PRS)

To Be Proposed based on proposed solution

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After the initial transition period, the contract shall ensure staffing is available as required to meet performance requirements, and unplanned staff vacancies are held to a minimum.

Staff Transition Metric = # of planned staff positions fully on-boarded at DTRA / # of staff positions scheduled to be onboarded at end of performance period.

Average Staff Availability Metric (Key Personnel) = (Total hours accumulated within period for Key Personnel) / (# of key personnel positions X available workhours in period) Average Staff Availability Metric (Non-Key Personnel) = (Total hours accumulated within period for Non-Key Personnel) / (# of key personnel positions X available workhours in period) 1st Month AQL > 85% 2nd Month AQL > 95% 3rd Month AQL > 98%

Metric begins after transition period AQL for Key Personnel > 95%

AQL for Non-Key Personnel > 90% Data will be collected from Monthly Status Report and compared to Staffing Plan in the Proposal. Metrics will be as of the cut-off date of the MSR. Metric can be validated using DTRA security records.

Data will be collected from MRS and will be as of the cut-off date of the MSR for each period.

NOTE: on-time deliverable assumes the item is accepted as compliant by the Government reviewer. A rejected deliverable will be withdrawn from the delivered count and the metric will be recalculated.

Attachments supporting this PWS:

1. Government Furnished Property/Equipment List