Attachment_A_-_PWS_for_PMO_RFQ.docx

ATTACHMENT A

OVERSEAS PRIVATE INVESTMENT CORPORATION

PERFORMANCE WORK STATEMENT

Program Management and Oversight (PMO) Support for OPIC’s Office of the Chief Information Officer (OCIO)

1.0 INTRODUCTION

The Overseas Private Investment Corporation (OPIC) is a Federal government agency that assists American companies expand their business in developing countries. OPIC is the U.S. Government’s development finance institution. It mobilizes private capital to help solve critical development challenges and in doing so, advances U.S. foreign policy. Because OPIC works with the U.S. private sector, it helps U.S. businesses gain footholds in emerging markets, catalyzing revenues, jobs and growth opportunities both at home and abroad. OPIC achieves its mission by providing investors with financing, guarantees, political risk insurance, and support for private equity investment funds. Established as an Agency of the U.S. Government in 1971, OPIC operates on a self-sustaining basis at no net cost to American taxpayers.

In today’s complex information-based and IT environment, the effectiveness and success of OPIC’s mission relies heavily on the design, implementation, and utilization of supporting IT projects and initiatives – the IT investment portfolio. The OPIC’s IT personnel must respond to this imperative by creating a world-class IT capability that ensures the optimum allocation of capital and explicitly aligns technology to the mission, selecting the right supporting business case-driven investments, executing those investments, and managing the portfolio through the entire life cycle. In order to meet these essential requirements, the CIO and OPIC executives must consistently be able to answer four critical management questions:

1. Do we have the right strategic and technical performance objectives?

2. Are we investing in the right supporting projects, programs and initiatives?

3. Are we executing those projects and initiatives well?

4. Did we meet our stated strategic performance objectives?

This document describes the outcomes that need to be achieved by the PMO contractor in order to successfully fulfill OPIC’s IT PMO support related responsibilities to advance the organization’s mission and allow the CIO and OPIC executive to consistently answer those questions above. These outcomes are necessary in order for OPIC to better collaborate with its business partners, prioritize IT projects, select high value opportunities to enhance services, and effectively and efficiently operate the organization’s IT resources. Primarily, the OPIC OCIO requires IT PMO support in systems architecture planning, strategic planning, requirements development (i.e. acquisition support), strategic development, portfolio management, cost reduction methodologies, business case analyses, Independent Verification and Validation, and transition of developmental initiatives to operational use.

2.0 SCOPE

OPIC’s OCIO oversees activities in IT security, information systems operations, and information systems development and modernization. OPIC regularly procures specialized technical expertise to support activities in: security certification and accreditation and continuous monitoring of Agency information systems; earned value and portfolio analysis of complex programs; and engineering support for data networks and telecommunications that span across the enterprise. Given the rapidly changing IT infrastructure and operations supported by OPIC, with the addition of program management and potential consolidation activities, it is critical that the OCIO has access to the latest information on enterprise IT support and services.

In this context, the Contractor shall provide support for the OCIO in managing, coordinating, and synthesizing these critical activities and functions across and within the IT portfolio. OPIC must meet the aforementioned objectives in order to better service the OPIC user, collaborate with its business partners, prioritize IT initiatives, select high value opportunities to enhance services, and effectively and efficiently operate the organization’s IT resources.

3.0 REQUIREMENTS

The PMO shall be established to provide oversight and guidance to IT Project Managers (PMs) embedded in various initiatives and functional areas in pursuit of benefits and greater control only achieved when management and governance spans across projects. Requirements for the establishment and management of the OCIO PMO by the Contractor are outlined in the following tasks. Work toward these outcomes will be prioritized by the OCIO as needed in the event OPIC does not have the funding to procure enough FTEs for the Contractor to work toward all outcomes simultaneously.

3.1 Task 1 – Strategic Planning and Portfolio Management

The Contractor shall achieve outcomes in the following areas: strategic development and planning; portfolio management; and requirements development (acquisitions support).

3.1.1 Strategic Development and Planning

Outcome - The Contractor shall provide the strategic support services necessary to plan for future services and infrastructure.

As part of achieving this outcome, the Contractor shall facilitate the development, deployment, operation and expansion of critical standard, services and infrastructure. The Contractor shall conduct thorough, complete, and comprehensive analyses suitable to support Government decision making needs in a timely and consistent manner that is compliant with regulatory and policy guidance.

3.1.2 Portfolio Management

Outcome – In support of the OCIO PMO, the Contractor shall establish a portfolio management structure and associated processes.

As part of achieving this outcome, the Contractor shall institute critical processes that enable the OCIO PMO to select high value initiatives to formulate the portfolio, monitor the performance of the portfolio initiatives to ensure the advancement of the strategic goals and objectives, and measure the initiative outcomes against expectations, goals and objectives. These processes should also allow for the identification of efficiencies and synergies across the portfolio.

The Contractor shall also coordinate with the OPIC IT Program and Project stakeholders to develop, maintain, support, and enhance OPIC’s System Development Lifecycle (SDLC) and Agile methodologies, to address processes, procedures, guidelines, deliverables, templates as well as data element definitions, roles, and responsibilities for SDLC/Agile data collection and management. The Contractor shall provide guidance to OPIC’s OCIO staff to facilitate operationalizing and compliance tracking.

3.1.3 Requirements Development (i.e., Acquisition Support)

Outcome: The Contractor shall submit complete requirements documents to Contracting Officers for procurement.

As part of achieving this outcome:

· the contractor shall provide communications support, engage with business and IT stakeholders to capture requirements in Business Requirements Documents (BRDs), and facilitate requirements elicitation and prioritization sessions;

· the Contractor shall review the Presidential budget for the upcoming fiscal year, provide expertise and research for cost estimations of business requirements, and draft budget lines for acquisitions according to awards timelines; and

· the Contractor shall prepare acquisition documents, to include drafting the Statement of Objectives, Statement of Work or Performance Work Statement or other product description for each acquisition, support market research efforts, and ultimately coordinate OCIO approval of acquisitions packages for submission to Contracting Officers.

3.2 Task 2 – Budget Planning and Cost Reduction

3.2.1 Budget Planning and Management

Outcome: The Contractor shall identify the optimal allocation and utilization of financial resources across contracts in support of priority projects and services.

As part of achieving this outcome:

· the Contractor shall support budget formulation and financial management with regards to planning and executing contracts for both short-term financial management and long-term planning;

· the Contractor shall support budget formulation for reporting, investment planning and management, OPIC Office budgets and expenditures, and project financial management; and

· the Contractor shall develop annual budget based on historical trends and expenditures and establish capabilities to report financial tracking across fiscal years and contract periods of performance.

3.2.2 Cost Reduction Methodologies

Outcome: The Contractor shall identify opportunities for cost reduction across the OPIC’s IT enterprise by conducting continuous process improvement and monitoring the success of the implementations. As part of achieving this outcome. The Contractor shall develop performance metrics and identify lessons learned opportunities in order to adequately summarize preliminary cost savings.

3.3 Task 3 – Technology Tracking

3.3.1 Systems Architecture and Planning

Outcome: The Contractor shall provide a system architecture planning approach that guides the key technology decisions of why, what, when, and how to build technologies that deliver OPIC required business value.

As part of achieving this outcome:

· the Contractor shall provide an approach to enterprise architecture planning that includes an enterprise technology strategy and identification of technology investment needs based on the feasibility to business objectives;

· the Contractor shall provide technology blueprints that provide multiyear technology implementation road maps, which confirm enterprise interoperability; and\

· the Offeror shall support the development, operation and expansion of critical standard services and infrastructure

3.3.2 Independent Verification and Validation

Outcome: The contractor shall provide OPIC management with an independent perspective on project activities and promote early detection of project/product variances. This will allow the project teams to implement corrective actions to bring the project back in-line with agreed-upon expectations. As part of achieving this outcome:

· the Contractor shall coordinate with the OPIC IT Program and Project Managers and other contractor and Government teammates to collect, validate, compile, and analyze data in support of periodic reviews of software development projects;

· the IV&V reviews will include site visits and employing established industry standards to conduct artifact analysis;

· the Contractor shall facilitate early detection and correction of cost and schedule variances;

· the Contractor shall enhance management insight into process and product risk;

· the Contractor shall support project life cycle processes to ensure compliance with regulatory, performance, schedule, and budget requirements;

· the Contractor shall validate the project’s product and processes to ensure compliance with defined requirements; and

· the Contractor may include interviews of a project’s team and stakeholder in order to perform an analysis of the project’s management and technical processes at work at a given point-in-time.

3.3.3 Transition of Developmental Initiatives to Operational Use Outcome: The Contractor shall transition IT projects through their lifecycle from development to operation, to include activities occurring through each stage: Proof of Concept, Pilot, and Production, operational use across OPIC and, when applicable, phase out or disposition.

3.4 Task 4 – Business Communications

3.4.1 Communications

Outcome: the Contractor shall facilitate communications between the OPIC OCIO and its customers and stakeholders to inform the program community and stakeholders of OCIO’s activities, milestones, and publication. As part of achieving this outcome:

· the Contractor shall foster two-way communication with stakeholders and proactively involve stakeholders in needs assessments, planning, and execution wherever practical;

· the Contractor shall analyze the communication needs of the OPIC OCIO and develop a Communications Management Plan to document communication processes, methods, audiences and content. The Contractor shall submit this initial communications plan proposal to be refined on a monthly basis thereafter. The plan will outline who needs what information, when they need it, who is responsible for delivering it, the frequency of delivery, and medium of dissemination (i.e., email, briefing). The plan should detail how IT communications will support significant change to the organization introduced by the IT portfolio. This plan is expected to be regularly updated as the IT portfolio changes and/or must reflect new stakeholders and messaging;

· the IT communications role within the PMO will serve as the guide and quality control for communication materials developed by project teams;

· the Contractor shall be responsible for the quality and accuracy of all OCIO communication materials (i.e., training materials, emails, briefings) before dissemination beyond the department; and

· the Contractor shall maintain content on the OCIO intranet site, provide input into the OPIC Bi-weekly report, develop talking points, or ghost write emails in support of creating awareness and increasing adoption of the changes being introduced by the OCIO.

3.4.2 Business Case Development

Outcome: The Contractor shall provide business case analyses, to include project initiation, planning, execution, and transition to operations within the confines of a standardized and enforced project lifecycle and governance process. As part of achieving this outcome, the Contractor shall submit conceptual project requirements for review at the beginning of the lifecycle, and the required conceptual requirements should include portfolio prioritization variables such as the following:

· Alignment of project outcomes to strategic mission, vision, goals, objectives;

· Resources required- both labor and funding resources;

· Impact to operations;

· Security/cybersecurity impact;

· Current funding status; and

· Cost savings as a result of the project.

4.0 PERFORMANCE REQUIREMENTS SUMMARY

The contractors ability to meet these requirements and the level of quality of service provided while meetings these requirements will be documented annually in the Contract Performance Assessment Reporting System (CPARS).

4.1 Strategic Planning and Portfolio Management

4.2 Budget Planning and Cost Reduction

4.3 Technology Tracking

4.4 Business Communications

5.0 DELIVERABLES

5.1 Deliverables Schedule

6.0 CONSTRAINTS AND RISKS

6.1. Future budgets are unknown and may impact the successful continuation or completion of these objectives.

6.2 OPIC does not have a mature Information Technology Infrastructure Library process. OPIC does not have a documented “as-is” or “to- be” enterprise architecture.

6.3 The PMO contractor shall be free of potential or actual Organizational Conflicts of Interest and will have to commit to not competing on or participating as a subcontractor on any other current or future contract supporting OPIC’s OCIO or supporting OPIC’s IT needs generally for up to one year after the end of this contract’s period of performance.

6.4 The contractor shall initially provide at least 1.5 full-time equivalent (FTE) and have the ability to increase as needed within 45 calendars days of notice provided by the Government of the need for an increase in support.

7.0 TYPE OF ORDER

The labor CLINs on this contract are Time and Materials (T&M) contract. If there is a need for any other direct costs or travel, those will be funded on separate CLINs using either a T&M or FFP contract type.

8.0 PERIOD OF PERFORMANCE

Base Period: 12 months Option Period I: 12 months Option Period II: 12 months Option Period III: 12 months Option Period IV: 12 months The Government also plans to reserve the right to extend the term of this contract at the prices set forth in Section B in accordance with the terms and conditions contained in clause 52.217-9 entitled, “Option to Extend the Term of the Contract”.

9.0 PLACE OF PERFORMANCE

The primary place of performance is as follows:

Overseas Private Investment Corporation 1100 New York Avenue Washington, DC 20527 Some activities within this document may be performed at other locations rather than the primary place of performance. The contractor must seek Contracting Officer (CO) approval for any location not designated as the primary place of performance and for any remote work arrangements.

10.0 KEY PERSONNEL

The contractor shall have the personnel, organization, and administrative controls necessary to ensure that each outcome is achieved satisfactorily. Personnel, identified in the contractor’s staffing plan shall be considered essential to this contract. The Contractor shall provide evidence, such as resumes, that shows proposed personnel possess the proper qualifications and experience required in the RFP to perform the requirements of this contract.

Contractor personnel shall have demonstrated experience, documented in their resumes, referencing the required skills for successfully completing these tasks. All personnel shall be fully trained and ready to perform the tasks of this contract.

The Contractor shall notify the Contracting Officer or the COR no fewer than 30 days prior to assigning personnel named in the contract to other projects. The Contractor shall not make any changes or substitutions in personnel until it has received authorization from the Contracting Officer or the COR to proceed with the change.

The contractor shall replace immediately any individual who fails to perform his/her duties adequately, is chronically absent, conducts himself/herself in a manner that is inconsistent with government employment policies and practices, or engages in practices that are disruptive to the work environment.

· If changes in staff are necessary, replacement personnel shall be at least as qualified as their predecessors; and

· The contractor shall ensure that replacement personnel, should they be necessary, are prepared and ready to assume the required duties to perform at or above the level of personnel being replaced.

11.0 GOVERNMENT-PROVIDED ACCESS AND RESOURCES

The Government will provide the following:

12.0 PERSONNEL SUITABILITY AND SECURITY REQUIREMENTS

All contract personnel who will have access to United States Overseas Private Investment Corporation data or websites shall have an Overseas Private Investment Corporation approved background investigation prior to gaining access to the Overseas Private Investment Corporation (per the standards in 5 CFR Part 731). Overseas Private Investment Corporation approved background investigations may include the Applicant Name Check, the National Agency Check and Inquiry (NACI), Special Agreement Check (OFI-86C), and/or other Overseas Private Investment Corporation approved previous investigation(s). Personnel and Physical security contract employees must be able to obtain and maintain a favorable fitness / suitability determination.

Should the Contracting Officer or designee receive an unsuitable report on any contract employee as a result of processing the required forms, or should an existing employee under this contract become unsuitable or unfit for assigned duties in this regard, the Contractor will be advised by the Government that such employee cannot be assigned to work or continue to work under the contract. The Contractor shall immediately remove any such employee and begin the process to replace him/her with a suitable substitute.

Potential contract employees who have previously had their suitability determined may not need to submit forms, pending verification to the Overseas Private Investment Corporation by the prior Government agency or unless one (1) calendar year or more has elapsed since they last started work. These potential contract employees shall, however, submit, in lieu of Overseas Private Investment Corporation required paperwork and prior to employment, a statement on the prior agency’s letterhead that they have a current suitability determination. In addition to being submitted on the respective agency's letterhead, the statement shall also list the following: Full Name, Social Security Number, Date of Birth, and a Point-of-Contact, including an up-to-date telephone number, contract number(s), and performance dates for contracts on which they have or are currently participating, which required such a determination.

Applicants may be required to complete the following:

· Personal Identification Verification (PIV) Online Training

· I-9 Form, Employment Eligibility Verification

· SF-85, Questionnaire for Non-Sensitive Positions

· Fingerprints

· OF-306, Declaration for Federal Employment

13.0 TRAVEL

Travel by the Contractor may be required for this contract. Should the Government determine that travel is necessary, the required authorization for travel will be provided by the Contracting Officer Representative (COR) or the Contracting Officer if the COR is not available. Travel shall not be undertaken without authorization. If travel is authorized, OPIC will only reimburse the Contractor for actual travel costs incurred during the authorized travel period. When travel is authorized, the Contractor shall provide estimated travel costs to the authorizer in advance of scheduling travel. Requests for travel must include the following information:

All travel shall be performed in accordance with Government travel regulations. The Government will reimburse travel expenses at actual cost, in accordance with limitations equivalent to those set forth in the Federal Travel Regulations (FTR). Unless authorized by the Contracting Officer, reimbursement of lodging, meals and incidental expenses will not exceed the applicable rates set forth in the FTR for the travel destinations.