Notice of Intent.pdf

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OIG-Notice of Intent to Sole Source TeamMate Professional Services

OIG-NOI-75040121Q00018

Document Type: Notice of Intent to award Sole Source Contract Solicitation Number: OIG- 75040121Q00018 Posted Date: 4 May 2021 Response Date: 13 May 2021 NAICS Code: 518210 Data Processing, Hosting and Related Services PSC Code: 7030 - INFORMATION TECHNOLOGY SOFTWARE

This is a Notice of Intent to Award a Sole Source Contract under the authority of 10 U.S.C. 2304 (c)(1) – FAR

13.501 (a), sole source, to Wolters Kluwer Financial Services, Inc. to procure TeamMate technical support.

The Health and Human Services (HHS), Office of Inspector General (OIG) intends to solicit, negotiate and award a Firm Fixed Price contract to Wolters Kluwer Financial Services, Inc., located at 4221 W. Boy Scout Blvd, #500 Tampa, FL 33607, whom has the sole and exclusive right to license and service the TeamMate Suite in the United States. The Period of Performance contract will consist of a 6 - month base period from 01 July 2021 to 31 December 2021.

HHS OIG, Office of Audit Services (OAS), uses TeamMate software as their primary electronic work paper preparation software for conducting audits. TeamMate provides a consistent, uniform software platform that meets OAS standardization practices and provides a complete audit management system. OAS requires this software to control audit planning, fieldwork, collaboration, review, reporting, resolution, follow-up, and efficiency as well as capture time, effort, and expense information. This is required to prevent inefficiencies in the management of its audit work.

The contractor must provide installation, maintenance, support, and customization of OIG/OAS’s TeamMate database for TeamMate +, the upgraded system configured to meet the needs of OAS and enable to migrate data, and the users trained on how to use the system. The scope is for professional services; include creating and configuring a TeamMate+ database for OAS, assistance with project migration to this new database, training of database users, coaching during the testing of new database, and transition to long tern support services.

OIG/OAS requests specific tasks:

• Basic Services. The contractor shall provide services for migration, configuration, and training for TeamMate +.

• Project Planning and Kickoff: Contractor provides project manager who meets with OIG Project Manager and COR to create baseline project plan, manage and monitor change requests, set agendas for and conducts all meetings, act as key liaison with OIG project management, and obtain milestone confirmations.

• Installation and Deployment of the Application: Contractor will work with OIG IT with on premise

2 | P a g e installation of TeamMate + Staging and Production environments and enable the technical configuration to migrate data into the new database.

• Analysis, Migration, Configuration, and Champion Training: Contractor will provide onsite or remote services to identify and document OAS objectives and timing to migrate data, identify and document OAS current state processes, terminologies, and timelines, identify and document OAS future state processes, terminologies, and timelines, guide OAS Champion/Administrator(s) to complete the initial configuration of the application, and train OAS TeamMate Champion/Administrators, including instruction on how to administer / manage the above configuration settings, including Audit Report template personalization.

• Coaching Cycle: Contractor will validate the configuration using real business scenarios by executing or backfilling previously completed project(s) in OAS’ new system, reinforce the knowledge of OAS TeamMate Champion/Administrators in the use of the new system, and defining and making any necessary minor configuration adjustments prior to end user training.

• Deployment to Production: Contractor will work with OIG IT to install production environment and will facilitate the backup/restore of the OAS Staging database into OAS’ Production environment.

• End User Training: The contractor will provide train the trainer for up to 12 staff members. The contractor will provide training comprising of a single four-day session consisting of end-user training annotated by discussion and practice; homework assignments for attendees; a second four-day session consisting of attendees delivering sections of the end-user training (the “Teachback” session), with commentary and feedback from contractor’s consultants; and shadowing of up to two customer-led sessions, with feedback from contractor consultants.

• Go-Live: The Contractor’s project manager will coordinate a project close meeting with the OIG team to review the overall project success in meeting deliverables, timelines, objectives; outstanding issues and questions; the contractor’s customer success window; and system readiness.

• Customer Success Window: For 60 days after the project close meeting, the contractor’s project manager will be the primary point of contact to facilitate questions which includes periodic calls to discuss progress, best practices, or issues and availability of direct contact with contractor’s consultant for troubleshooting issues.

• Transition to Teammate Support and Success Teams: At the end of the customer success window, the contractor’s project manager will arrange for a conference call introducing OAS and OIG IT to contractor’s customer support team. During the call, the team will explain their functions and processes, after which OAS officially transition into the contractor’s mainstream customer support activity.

The HHS OIG conducted market research and based on the results identified Wolter Kluwer is the only contractor which provides audit software that can covers the entire audit cycle from risk assessment to storage, which specifically meets the Government's requirements. The authority for this sole source procurement is 14 U.S.C. 253 (c)(1) as set forth in in Federal Acquisition Regulation (FAR) 6.302-1, Only one responsible source and no other supplies or services will satisfy agency requirements.

This notice of intent is NOT a request for competitive quotes. However, all interested parties who believe they can meet the requirement are invited to submit in writing complete information describing their ability to provide the product and services listed above (no phone calls will be accepted). All responsible sources may submit a capability statement within seven (7) days after the publication of this synopsis which shall be considered by the

3 | P a g e agency. The capability statement must provide sufficient detail that demonstrates technical experience, skills and capabilities to fulfill the Government's requirement as outlined in this Notice of Intent. All information submitted shall be furnished at no cost or obligation to the Government. The Government will use discretion to review responses.

Responses received after 7 days or without the required information may not be considered. For information concerning this acquisition contact:

Crystal McCane, Contract Specialist Email:Crystal.McCane@oig.hhs.gov

Courtney I. Knight, Contracting Officer Email: Courtney.Knight@oig.hhs.gov

A determination by the Government not to compete because of information received is solely within the discretion of the Government. Information received will normally be considered solely for the purpose of determining whether to conduct a competitive procurement.

mailto:Crystal.McCane@oig.hhs.gov mailto:Courtney.Knight@oig.hhs.gov