PWS SCORM LMS FY23_RFQ.pdf

PERFORMANCE WORK STATEMENT

1.0 INTRODUCTION

1.1 DESCRIPTION OF SERVICES

Contractor to provide consulting and software programming, system maintenance, Shared Content Object Reference Model (SCORM) maintenance, and training tutorial support to the Training Requirements and Information Network extended (TRAINext) Learning Management System (LMS)/Individual Development Plan (IDP) interactive system to support workforce career management for the Defense Contract Audit Institute (DCAI) and Defense Contract Audit Agency (DCAA).

1.2 MISSION AND ORGANIZATION

The DCAA, as a key member of the government acquisition team, is a dedicated steward of taxpayer dollars that delivers high quality contract audits and services to ensure that warfighters get what they need at fair and reasonable prices. The Agency’s primary function is to conduct contract audits and provide related financial services for the Department of Defense (DoD) and other federal entities responsible for acquisition and contract administration. Specifically, DCAA helps determine whether costs are allowable, allocable, and reasonable. DCAA provides recommendations to government officials regarding contractor cost assertions for specific products and services. With these recommendations, contracting officers are better able to negotiate prices and settle contracts for major weapon systems, services, and supplies.

DCAA operates under the authority, direction, and control of the Under Secretary of Defense (Comptroller)/Chief Financial Officer. The Agency consists of about 4,500 employees at over 300 locations in the United States, Europe, Middle East, Asia, and the Pacific. DCAA’s organizational structure consists of three geographic regions, a field detachment to conduct classified work, and Four-Corporate Auditing Directorates (CAD).

DCAI, the training arm of DCAA, is the main provider of training for DCAA’s assigned personnel. DCAI’s Audit and Leadership Academies provide both live and computer-based training (e-learning) to meet the technical (primarily 0511) and leadership (all occupational series) initial and continuous learning requirements across the workforce. To fully integrate the workforces’ career development opportunities, DCAI created an interactive real time TRAINext LMS/IDP system to automate career management functions. The LMS provides for the administration, documentation, tracking, reporting, and delivery of educational courses or training programs. The integrated IDP tool assists employees in career and personal development through the identification of developmental goals matched to training activities; technical and leadership competency self-assessments; automated course registration, enrollment, tracking, and management functions; submission of external training (SF182) requests; tracking of auditor mandated certification (Generally Accepted Government Auditing Standards (GAGAS), Defense Acquisition Workforce Improvement Act (DAWIA), and Financial Management (FM) compliance requirements; processing internal/external developmental assignment nominations;

and by displaying training data through learner and supervisory dashboards to best manage career development progress and opportunities.

The Council on Occupational Education (COE), as recognized by the U.S. Department of Education, accredits DCAI’s Audit and Leadership curricula. DCAI has adopted the Continuing Professional Education (CPE) standards of the National Association of State Board of Accountancy (NASBA) for the development, presentation, measurement, and reporting of CPE programs.

1.3 OBJECTIVES

DCAA’s overarching training goal is to design training, development, and talent management strategies that support and encourage employee growth and career progression in accordance with the Agency’s mission and Strategic Plan. Specific objectives are to:

1.3.1 Accomplish the Agency’s mission.

1.3.2 Improve operational efficiency.

1.3.3 Promote lifelong learning by employees to acquire new-job related knowledge and skills.

1.3.4 Develop a well-rounded staff, which possesses interpersonal, team, technical, management, and leadership skills.

1.3.5 Plan, establish, and maintain career programs that will attract, develop, and provide an incentive for the retention of personnel.

2.0 SCOPE

The contractor will provide consulting and software programming, system maintenance, Shared Content Object Reference Model (SCORM) maintenance, and training tutorial support for the DCAA Learning Target (TRAINext) LMS/IDP services on all system components. System components are to support the Agency’s Auditor and Professional Staff workforce. The LMS is installed on a government-owned server located in Millington, TN. The government program support office is located in Atlanta, GA.

2.1 TASKS (To include, but not limited to the following tasks)

2.1.1 Consulting and Software Programming (Tasks vary by year as carry over tasks require updates/enhancements and new features/functionality require development and configuration management to ensure concurrency, synchronization, and version control.)

2.1.1.1 Enhance Learner and Supervisory Dashboards to track and display appropriate:

2.1.1.1.1 Professional Staff (i.e., Information Technology, etc.) professional certifications by occupational series as applicable. Continue to create and integrate certification rules.

2.1.1.1.2 Technical competency self-assessments for professional staff personnel by occupational series aligned to internal/external training and/or developmental assignment opportunities.

2.1.1.1.3 Provide ability to track and display supervisory/managerial initial (within first year of supervisory assignment) and refresher (every three years thereafter) mandatory training.

2.1.1.1.4 Continue with the development, testing, and implementation of the Developmental Assignments function in TRAINext and add enhancements (i.e., when learner takes skills assessment – can choose a developmental assignment instead of a training course if gap exists) based on user feedback.

2.1.1.2 Establish common two (2) year cycles (i.e., January to December vs. October to September) to synchronize GAGAS, DAWIA, and FM certification/reporting requirements with new requirements.

2.1.1.3 Continue with the support and maintenance of the SF182 system within TRAINext and Live Link to audit/reconcile SF182 data fields from TRAINext to the Live Link Content Server 10 (Automated Purchase Request System).

2.1.1.3.1 Provide capability to add Common Access Card (CAC) digital signature to SF-182 using current/future version of Adobe Cold Fusion.

2.1.1.3.2 Provide follow-up reoccurring e-mail notification to the supervisor/manager identified to approve/decline an SF182 at Stage 2 and 3 if, after three days of being received, the supervisor/manager has not actioned the SF182. After seven days at Stage 6.

2.1.1.4 Continue with development, testing, and implementation of the Coaching function in TRAINext and add enhancements (i.e., allow the coach and coached to change the skill they want to work on) based on user feedback. Tag personnel trained and certified as coaches within the TRAINext database.

2.1.1.5 Continue with development, testing, and implementation of the Mentoring function in TRAINext. Deliver roll-out. Tag personnel trained and certified as mentors within the TRAINext database.

2.1.1.6 Upon user login, provide “What’s New” information banner to highlight system enhancements with “Show Me Now” or “Review the Release Notes Later” options.

2.1.1.7 Continue with development, testing, and implementation of the Developmental Continuum function in TRAINext and add enhancements (i.e., improve the interface and add additional areas to be monitored in the continuum) based on user feedback. Display coach and mentor status. Create developmental continuum for professional staff occupational series.

2.1.1.8 Continue with the design and additional build of administrative, management, instructor, and learner reports (i.e., design new reports for internal/external information data specifications) as required. Management will define report data fields.

2.1.1.8.1 Create report feature to capture and transmit Annual Export of Data to the Defense Civilian Personnel Data System (DCPAS).

2.1.1.8.2 Create query capability to allow DCAI to search for training data across each RD/AD/CAD or DCAA (i.e., goals selected, IDPs signing status, leadership and technical competencies identified as training gaps).

2.1.1.8.3 Create capability to track and display status of course prerequisite completion.

Develop functionality that allows for prerequisites to be turned on and managed by specific course rather than simply off for all courses or on for all courses with different requirements per course. Provide capability for students to be enrolled automatically and notified of the enrollment for the prerequisites (e.g., Skillsoft prerequisites for Data Analytics) to include ability to over-ride assignments and completions.

2.1.1.8.4 Change sort order of reports/external/userreport.cfm to date completed descending.

2.1.1.8.5 Ensure all reports can be run efficiently and effectively without negatively impacting (crashing) the server.

2.1.1.8.6 Create report feature to capture the current status of Defense Acquisition Workforce Improvement Act (DAWIA) certification, Financial Management (FM) certification (in-progress, certified, and deficient), and Generally Accepted Government Auditing Standards (GAGAS) Continuing Professional Education (CPE) compliance groups. Filter data by dates, certification level, certification rules, and certified hours by Headquarters, Regional, and Corporate Office assignments.

2.1.1.8.7 Standardize search functions for Local Administrator reports that provides filtering of information that mirrors DCAI Administrator report advanced searching/filtering options.

Modify script to capture empty classes (zero enrollments) as part of enrollment report.

2.1.1.9 Create capability to archive learning history data (i.e., POL197E covering multiple years or training modules that are no longer assigned).

2.1.1.10 Create and maintain TRAINext/IDP system workflow documentation to support annual assurance statement requirements. Documentation to address TRAINext/IDP system overview, design constraints, roles and responsibilities, project references, system architecture, database design, hardware and software detailed design, and system security and integrity controls (format to be provided to vendor upon contract award).

2.1.1.11 Set up application for load-balanced application servers.

2.1.1.12 Develop a survey delivery method that allows selection from the class edit page of the program interface. Capability will tie into OnDemand for Government (ODFG) application with logic based off current link (/learning/c-index.cfm).

2.1.1.13 Modify TRAINext code to allow the transfer of information based on the Single Sign On (SSO) configuration guidelines for the new OnDemand for Government application that replaced Perception. OnDemand training notifications to include: full course occurrence number, location, dates, and student name. Perform OnDemand functions from one page versus going in and out of TRAINext to pull course dates.

2.1.1.14 Develop a survey delivery method that allows selection from the class edit page of the program interface. This will tie in with the new ODFG integration. The logic can be based off the page we are currently using (/learningplan/c-index.cfm).

2.1.1.15 Develop functionality that allows for prerequisites to be turned on by specific course rather than simply off for all courses or on for all courses with different requirements per course.

We want students to be enrolled automatically and notified of the enrollment for the prerequisites (e.g., Skillsoft, prerequisites for Data Analytics).

2.1.1.16 Enrollment cancelations – have TRAINext functionality setup to be the same as enrollment supervisor Create Request notification with RAM/CAM authority to approve/disapprove class cancelation within certain timeframe of the class.

2.1.1.17 Sort and display class schedule listings by month.

2.1.1.18 Improve News and Announcements page to allow interactive items to be hidden. Add filter for active, inactive, and all.

2.1.1.19 Modify Updater code to facilitate updates to supervisor hierarchy with Human Resources database. Examine feasibility of creating interface with Defense Agency Initiative (DAI) and/or MyBiz Defense Civilian Personnel Advisory Service (DCPAS) to exchange required data fields.

2.1.1.20 Provide “SIG” icon next to supervisor directs reports within Supervisor Dashboard to indicate IDP signature required on Learner Dashboard.

2.1.1.21 Provide capability to match usernames in Outlook (Global Address) with TRAINext registration names (i.e., block nickname) to facilitate registration/information flow.

2.1.1.22 Create an import utility for TRAINext to import learners into the database.

2.1.1.23 Integrate virtual training conference tool within TRAINext that facilitates data management (i.e., start, completions, credits, etc.).

2.1.1.24 Integrate survey capability (Level 1-Student Feedback; Administrative Survey; Level 2- Examinations; and Level 3-Supervisor Feedback) with analytic capability to assess survey results.

2.1.1.25 Declare records: Provide unique identifiers to records (File Code).

2.1.1.25.1 Capture records: Collect and properly maintain records that were created, imported, and/or manually entered into the system or link to other systems.

2.1.1.25.2 Organize records: Associate records with approved records schedules and disposition instructions.

2.1.1.25.3 Maintain records security: Prevent unauthorized access, modification, or deletion of records and ensure that an audit function is in place to track use of any actions on records (e.g., modification deletion).

2.1.1.25.4 Manage access and retrieval: Establish appropriate user access rights for records search and retrieval.

2.1.1.25.5 Preserve records: Ensure that all records in the system are retrievable and usable for as long as needed to conduct agency business and meet NARA-approved disposition in order to avoid records lost due to media decay or technology obsolescence (including EIS upgrades).

2.1.1.25.6 Execute disposition (destroy/transfer): Identify and delete. When notified by appropriate authority, identify applicable records, and apply a record hold or freeze.

2.1.2 SYSTEM MAINTENANCE SUPPORT

2.1.2.1 Software support to include version upgrades, patches, bug fixes, maintain compatibility with current/future Microsoft software and current/future Adobe ColdFusion software.

2.1.2.2 User documentation (User guides) updates within thirty days of the change to TRAINext LMS that affects the user screen displayed or functions.

2.1.2.3 System Administrator support via phone and e-mail during the hours of 7:00 a.m. to 4:00 p.m. central time, Monday through Friday (excluding Federal holidays), responding to requests for assistance within one (1) hour of notification providing a plan of action to remedy the situation. Emergency services must take precedence and the contractor must assign a properly trained person(s) to work on the problem within one (1) hour of the initial contact. The DCAA technical point of contact, James Burns, determines whether the situation is considered emergency outage.

2.1.2.4 Provide services that ensure deployment of the LMS application software releases. The contractor must be available to provide assistance via phone or e-mail for software releases.

Services include answering questions on software release installation, software configuration settings, troubleshooting installation errors, placement of files, etc.

2.1.3 SCORM MAINTENANCE SUPPORT

2.1.3.1 Ensure the compatibility and interoperability of the SCORM LMS Adapter with the Learning Target LMS.

2.1.3.2 Provide annual SCORM lifecycle maintenance support to maintain the current working system as security, operating system, database versions, and other supporting technologies change.

2.1.3.3 Provide system support to include bug fixes for Computer based Learning (e-learning) to capture, audit, and reconcile course completions to include exchanging data back to the database upon course completions and the retrieval of results.

21.3.4 Upgrade the current TRAINext SCORM Player SSLA 4.0 to version 5.0 or replace with Tin Can (xAPI) to store and retrieve records (i.e., Leaning Record Stores) for tracking learning related activity within TRAINext.

2.1.4 TRAINING SUPPORT

2.1.4.1 Design, build, and deliver online instructional training support tutorials to assist professional staff learners/supervisors to understand the functionality and the use of the interactive LMS/IDP. Create tutorials for new LMS/IDP tools, as created, in accordance with the agreed upon Project Management Schedule.

2.1.4.2 Provide and/or maintain currency of online training modules for TRAINext IDP enhancements (i.e., coaching, mentoring, adjunct professor, and developmental continuum, etc.).

Modules are to include an introduction (overview, context, objectives); step-by-step screenshots (illustrating where the learner/supervisor goes next to complete the task); and a summary of outcomes learned. The screenshots would include callouts with instructions on what to do.

2.2 DELIVERABLES

The contractor must submit the deliverables in the time frame agreed upon by the DCAA Project Manager (PM) and contractor. All deliverables acquired or developed because of this requirement must become property of the government after acceptance. DCAA PM reserves the right to review all deliverables and mandatory requirements for quality and completeness and accept or reject them. Unless otherwise stated, all deliverables will be submitted in both hardcopy and electronic media using Microsoft Word/PowerPoint/Excel or other format agreed on by both the DCAA PM and the contractor.

Paragraph Reference

Deliverable Description Media Format Delivery Date

2.1.1 LMS documentation that reflects changes to

the system (e.g., user guide, data flow diagrams, architectural representations and system documentation). Updated LMS application files and all source code for affected changes.

Electronic files 1 week after upgrade is received

2.1.2 and 2.1.3

Source code for LMS maintenance and upgrades and user documentation.

Electronic files At the time of maintenance or upgrades to the LMS or underlying system software

2.1.4 Professional staff training support tutorials for

new customized IDP. Screenshots to include word callouts with instructions on what to do.

Electronic Files Month prior to upgrade launch

2.1.1, 2.1.2,

2.1.3 and 2.1.4

Monthly status reports.

1) Project Tasks – using project management milestones and timelines.

2) Bug Report – detailing status of bugs.

3) Issues Report – detailing issues and an action plan for addressing the issues and potential impacts.

4) Annotate level of effort (number of hours) spent on which tasks.

Online access to vendor’s support site www.learningta rgetsupport.net to review monthly status reports

Monthly with each invoice submitted

2.3 METHODS TO MONITOR PERFORMANCE

The primary methods of monitoring contractor performance are prompt delivery and accuracy of the source code. The government will use appointed representatives, as well as reports and input from users/customers as sources of comments on the contractor’s performance.

DCAI will test code in the test environment to determine if any problems have been corrected.

3.0 CONTRACTOR KEY PERSONNEL QUALIFICATIONS

3.1 PERSONNEL REQUIREMENTS

Contractor personnel providing support under this order must clearly demonstrate expert knowledge and experience in performing the tasks listed above.

3.1.1 Contractor personnel must be proficient in Learning Target system.

3.1.2 Contractor personnel must be proficient in SQL Server 2008.

http://www.learningtargetsupport.net/ http://www.learningtargetsupport.net/

3.1.3 Contractor personnel must be proficient in the ColdFusion Markup Language.

3.1.4 Contractor personnel must have strong project management and software engineering skills as well as adherence to software development best practices to ensure product quality.

3.1.5 Contractor personnel must adhere to Information Security and Cyber Security principles to ensure software security and mitigation of risks and vulnerabilities.

3.1.6 Contractor must be proficient in SCORM LMS Adapter or Tin Can (xAPI).

3.1.7 Contractor must be proficient in Instruction System Design and Adult Learning theory.

4.0 PERIOD OF PERFORMANCE, LOCATION, HOURS OF OPERATION

4.1 Period of Performance: 08 April 2023 – 07 April 2024.

4.2 Location of Performance: The majority of the work performed will be performed at the Contractor’s facility or, when onsite, at DCAI, 10 Glendale Parkway NE, Atlanta, GA 30328.

4.3 Hours of Operation: The contractor is responsible for conducting business between the hours of 7:00 a.m. to 4:00 p.m., Eastern Time, Monday thru Friday except Federal holidays or when the government facility is closed due to local or national emergencies, administrative closings, or similar government-directed facility closings.

5.0 GOVERNMENT FURNISHED EQUIPMENT AND MATERIALS

When the contractor is performing work onsite, the government must furnish onsite desk, chair, and computer equipment with internet access, telephone, facsimile machine, and copy machine.

The equipment issued must be applicable to DoD and DCAA policies and must be used only for the performance of this statement of work and must not be used for personal use.

6.0 CONTRACTOR FURNISHED ITEMS AND SERVICES

The Contractor will furnish all supplies and services to meet performance requirements, except that specified as Government Furnished Equipment and Materials (Section 5.0)

7.0 SECURITY REQUIREMENTS

All Contractor employees must meet the security criteria to occupy a sensitive position as required by DoD 5200.2-R, DoD Personnel Security Program.

All contractors assigned work under this contract must be U.S. citizens and, prior to starting work on this contract, have the appropriate completed background investigation, based on the position sensitivity and/or IT Level. That is, a National Agency Check with Law and Credit Check (NACLC) for IT Level II or III, or a Single Scope Background Investigations (SSBI) for

IT Level 1. The investigation must be favorably adjudicated by the Defense Security Service, DoD Consolidated Adjudicative Facility, Fort Meade, MD 20755.

The contractor Facility Security Officer or security official will submit a Visit Request to DCAA HQ Security using JPAS SMO Code B9000. It is the contractor’s responsibility to ensure their employees meet the security requirements of this contract.

8.0 PROPRIETARY/SENSITIVE DATA REQUIREMENTS

The data processed within DCAA offices is considered proprietary and/or sensitive and therefore cannot be used to solicit or benefit other work by the contractor. Contractor agrees to comply with the following Federal Acquisition Regulation (FAR) clauses 52.224-1 and 52.224-2.

9.0 CONFIDENTIALITY AND NONDISCLOSURE

9.1 Personally Identifiable Information (PII). The contractor is required to safeguard PII in accordance with the Privacy Act of 1974, 5 U.S.C. § 552a, DCAAR 5410.10 DCAA Privacy Program and DoD Privacy Act Regulation 5400.11-R. The DCAA PM must be informed immediately of discovery/detection if DoD PII data is compromised, lost, or stolen. The DCAA PM then must contact DCAA Operations immediately to report the discovery/detection of DoD PII data compromised, lost, or stolen. The contractor is required to complete the annual DCAA Privacy Program Training course. The DCAA PM will coordinate the DCAA Privacy Program Training with the contractor.

9.2 Compliance with Information Assurance Policies. The contractor must remain compliant with all applicable Federal Government, DoD rules, regulations, directives, instructions, orders, and policies pertaining to Information Assurance (IA), Information Technology (IT), IT Security, and protection of Federal and DoD data and information systems including adherence to National Institute of Standards and Technology (NIST) policies, NIST/DoD security standards, and the Federal Information Security Management Act (FISMA). In addition, the Contractor must not connect any non-government issued computer, non-government issued computer-like item, or Universal Serial Bus (USB) Flash Drive Media Device to the DCAA network.

9.3 Contractor Identification. The contractor is required to identify themselves as a contractor when attending meetings, answering government telephones, or where their contractor status is not obvious to third parties (i.e., e-mail). The contractors are also required to mark any documents as being contractor-prepared to ensure that their participation as contractors is appropriately disclosed.

10.0 DCAA POINTS OF CONTACT

DCAA Project Manager (PM): The DCAA PM in conjunction with the Contracting Officer’s Representative (COR) will oversee the contractor’s services and be responsible for review and approval of all deliverables.

To Be Updated Upon Award

DCAA Contracting Officer’s Representative (COR) (for processing contractor invoices and any contract issues before escalating to the Contracting Officer):

To Be Updated Upon Award

11.0 INVOICING/BILLING INSTRUCTIONS:

This contract contains Defense Federal Acquisition Regulation Supplement (DFARS) clauses 252.232-7003, Electronic Submission of Payment Requests (DEC 2018), and 252.232-7006, Wide Area Workflow Payment Instructions (DEC 2018). As a result, and in an effort towards the Department of Defense’s electronic Commerce initiatives, you are required to submit invoices electronically via Wide Area Workflow (WAWF). Invoices must be submitted as a 2-in-1 (Services Only) invoice via the internet using the government provided WAWF Receiving/Acceptance System at https://wawf.eb.mil.

TYPE OF DOCUMENT: Invoice as 2-in-1 (Services Only)

Contractors must ensure the following DoD Activity Address Codes (DoDAAC) are included on all invoices submitted for payment under this contract:

GAGE CODE VENDOR’S CAGE CODE

ISSUE BY DODAAC SP4704

ADMIN BY DODAAC SP4704

SHIP TO DODAAC HAA23H

INSPECT BY DODAAC HAA23H

ACCEPT BY DODAAC HAA23H

PAYMENT OFFICE DODAAC HQ0806

DCAA E-mail Notification Tyneisha.Florence@dcaa.mil

For technical WAWF help, contact the WAWF helpdesk at 866-618-5988.

Payment information can be accessed from the Defense Finance and Accounting Service (DFAS) website at http://www.dfas.mil. The contract/order number and invoice number are required when inquiring about the status of a payment. Questions concerning payment should be directed to the DFAS at 1-800-756-4571.

12.0 SECTION 508 COMPLIANCE REQUIREMENTS

Any/all electronic and information technology (EIT), now referred to as Information and Communication Technology (ICT), procured through this effort must meet the applicable accessibility standards at 36 CFR 1194. 36 CFR 1194 implements Section 508 of the Rehabilitation Act of 1973, as amended, and is viewable at http://www.section508.gov.

https://wawf.eb.mil/ http://www.dfas.mil/

2.2 DELIVERABLES