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REQUEST FOR INFORMATION (RFI) 70VT1522N00001
Office of Inspector General (OIG)
PORTFOLIO MANAGEMENT SOFTWARE AND SUPPORT
THIS IS A REQUEST FOR INFORMATION (RFI) ONLY. This RFI is issued solely for information and planning purposes; it does not constitute a Request for Quote (RFQ) or a promise to issue an RFQ.A solicitation does not exist for this requirement. This is only a RFI, so please do not submit proposals. The Government does not intend to award a contract on the basis of this RFI. Furthermore, those who respond to this RFI should not anticipate feedback with regards to its submission; other than acknowledgment of receipt – IF a request for an acknowledgement is requested by the submitter. This RFI does not commit the Government to contract for any supply or service. The Department of Homeland Security (DHS) Office of Inspector General (OIG) is not at this time seeking proposals. Responders are advised that the U.S. Government will not pay any cost incurred in response to this RFI. All costs associated with responding to this RFI will be solely at the responding party’s expense. Not responding to this RFI does not preclude participation in any future RFQ or RFQ. If a solicitation is released, it will be via the Government wide Port of Entry (GPE) at (http://www.beta.sam.gov). It is the responsibility of the potential offerors to monitor the website for any information that may pertain to this RFI. The information provided in this RFI is subject to change and is not binding on the Government. All submissions become the property of the Federal Government and will not be returned.
Vendors must identify any proprietary information submitted in response to this Request for Information. The proprietary information must be clearly marked as proprietary.
Background
The Department of Homeland Security’s Office of Inspector General (DHS-OIG) conducts independent and objective inspections, audits, and investigations to provide oversight and promote excellence, integrity, and accountability in DHS programs and operations. The DHS-OIG workforce of skilled and dedicated employees is the critical foundation of its effectiveness.
DHS-OIG’s Acquisition Division (ACQ) provides comprehensive procurement and acquisition services to support the OIG mission. ACQ utilizes all Federal Acquisition Regulations (FAR) contract types to procure goods and services from commercial commodities to unique and complex procurements for the OIG Program Offices.
One of the focus areas of the Acquisition Division is to advance the disciplines of project and program management in order to deliver value to stakeholders by building organizational relationships, engaging cross-team collaboration and enhancing transparency in what and how work is done, value is measured, and decisions are made.
The Acquisition Division is searching for a more efficient way to manage projects and programs to allow for smarter use of resources, and better strategic alignment and decision making. A portfolio management tool is central to this charge. An effective portfolio management tool provides leadership the ability to effectively manage and prioritize OIG’s projects to ensure success across all projects and ultimately drive strategic plans forward.
Purpose and Objectives
The OIG is seeking information from vendors who can responsively provide information for a portfolio management tool. This RFI is intended to obtain current industry capabilities and performance in these areas.
The Acquisition Division is seeking features and capabilities (see Table 1) that will facilitate leadership with balancing timeline, budget and resources across the entire OIG portfolio to promote well-informed project selection. Data analytic capabilities that can drive better decision making at the portfolio level, is of interest; this includes mechanisms for reporting. Understanding how an application integrates with other commercially available products would also be of value. Specify if your software program is compatible with and can integrate with SharePoint or other utilized systems. These are a few high-level requirements, but please include all capabilities to allow the team to have a thorough understanding of the vendor product.
Table 1. Example of priority features and capabilities that a portfolio management tool will provide.
Portfolio Management (PM) Tool Features & Capabilities
| High Priority |
| Nice to Have |
| 1.1 |
| Commercial off–the-Shelf (COTS) |
X
| 1.1 |
| Cloud based user friendly platform |
| X |
| 1.2 |
| Mobile device enabled application that mirrors most if not all of the product’s functionality |
X
| 1.3 |
| Ability for specific users to access and export requested project, program, and/or portfolio data into an easily manipulated format (i.e. a “raw data” format capable of being utilized by various external programs) |
X
| 1.4 |
| All data stored in vendor’s PPM software should have the ability to be accessed and stored in an externally accessible and functional format outside of the software itself |
| 1.5 |
| Adaptable to requests for product enhancements and feature additions |
| X |
| 1.6 |
| Ability to perform continuous data backups or scheduled data backups |
| X |
| 1.7 |
| Provide a customizable environment (e.g. USGS branding) |
X
| 1.8 |
| Provide pre-built project document templates in addition to USGS generated templates |
| X |
| 1.9 |
| Secure access to reports and screens customizable (e.g., role- based access) |
| X |
| 1.10 |
| Real-time data access and reporting |
| X |
| 1.11 |
| Meet current federal security standards (e.g., NIST) |
| X |
| 2.1 |
| Minimum of a yearly basis for value added software updates |
| X |
| 2.2 |
| Timely response to critical software issues |
| X |
| 2.3 |
| Customer service (e.g., online, phone, on site) |
| X |
| 3.1 |
| Capability to interface with SharePoint |
X
| 3.2 |
| Proven ability to interface with external systems (e.g., Gmail, Google Hangouts, Google Docs, SharePoint, Outlook, Slack, JIRA, Trello) |
| 4.1 |
| Dashboards are capable of being fully customized and created by end user |
| X |
| 4.2 |
| Ability to create, save and distribute dashboard templates |
| X |
| 4.3 |
| Easy to create ad-hoc dashboard views and reports |
X
| 4.4 |
| Support data-driven decision making (e.g., predictive, prescriptive data analytics) |
| X |
| 4.5 |
| Ability to aggregate, analysis and visualize both qualitative and quantitative data |
| X |
| 4.7 |
| Reports support drilling down into detailed data (e.g., click to expand and view supporting data) |
| X |
| 4.8 |
| Ability to assess portfolio health in real-time |
| X |
| 5.1 |
| Ability to perform enterprise portfolio level management |
| X |
| 5.2 |
| Ability to manage projects at a lower sublevel (i.e. office level) and roll up to parent programs (i.e. division level) and ultimately portfolios (i.e. agency) |
| 5.3 |
| Portfolio and program tools relating to project prioritization based on customizable criteria (e.g., Available skills and resources, return on investment, Predecessor and successor dependencies) |
| 5.4 |
| Capable of Agile methodologies (e.g. creating Burnup, burndown, work remaining charts) |
| X |
| 5.5 |
| Capable of resource and capacity planning |
| X |
| 5.6 |
| Capable of workflow management that is scalable to project size and complexity |
X
| 5.7 |
| Capable of generating reminders, alerts, and suggestions |
| X |
| 5.8 |
| Supports creation and application of project governance |
| X |
| 5.9 |
| Capable of handling large, multiyear project data, as well as project manager & sponsor transitions (i.e. upgrades won’t “break” large projects, dynamic enough to allow for multiple role changes) |
| 5.10 |
| Capable of tracking resources, risks, issues, decisions, cost and baseline, milestones |
| X |
| 5.11 |
| Capable of supporting change control |
| X |
| 5.12 |
| Capable of intuitive forecasting (qualitative, quantitative, what-if) |
| X |
| 5.13 |
| Ability to manage project resource needs at the enterprise level |
| X |
| 5.14 |
| Ability to forecast future resource needs by skills and what percentage of Full Time Employee (FTE) will be needed (e.g. need two C# developers at 100% FTE and one program manager at 75% FTE to be available for this project) |
| 5.15 |
| Ability to assign notation to tasks, projects, and portfolios (i.e. “metadata” used specifically by project managers to provide personal insight into a project |
| 5.16 |
| Support the full project management life-cycle (select, initiate, plan, execute, close) |
X
| 5.17 |
| Supporting activities, documents and approvals performed throughout the entire project life cycle |
| X |
| 6.1 |
| Looking for a pre-established vendor, either with the US federal government or within an open federal contract accessible by the USGS. |
Information Requested:
Interested parties should submit a written response which addresses the following topics:
Volume I
1. Organization information: Provide the organization's name and full address, point of contact, email address, and phone number. Include information about your firm’s size and any small business designations.
2. Small Business Information: Please provide the business size status of your company based on NAICS 511210 Application Development and Publishing (except on a custom basis), with a business standard of $38.5. Clearly indicate all that applies, for example, whether your business is a Large Business, Small Business, Women Owned - Small Business (WOSB), Veteran Owned/Service-Disabled Veteran Owned Small Business (SDVOSB), 8a, or HUBZone.
3. GSA Schedules or Other GWACs: Vendors with a General Services Administration (GSA) schedule or other type of Government Wide Acquisition Contract (GWAC) award or schedule, which is available to the OIG for the procurement of the proposed product/service, should provide the full description of that award or schedule, award number of that contract or schedule, the Contracting Officer’s complete address, phone number, and other descriptive information.
Volume II
1. Capabilities: Provide a description of your capabilities and complete product information.
2. Approach: Your Capability Statement should provide a clear overview confirming your understanding of and willingness to provide the product/service as outlined in the objectives listed in this RFI.
Submission of Information Requested:
Any submitted response must include all requested information.
Volume I - Responses for Volume I shall be limited to 10 pages, (U.S. letter size paper 8.5” x 11”), (Single-Sided), single spaced, 12-point font size and should include information such as Organization Information, Small Business Information, and GSA Schedules/Other GWAC Information as described above.
Volume II - Responses shall be limited to 50 pages (U.S. letter size paper 8.5” x 11”), (Single-Sided), single spaced, 12-point font size and should include information of your company’s capabilities and approach.
Submit responses via email by, NLT 11 February 2022 11:59 PM (EST) to the point of contact listed below. The subject line of the submission must read “Response to the RFI- 70VT1522N00001Portfolio Management Software”. Submit responses and attachments in PDF format.
Submit questions regarding the RFI by, NLT 7 February 2022 11 AM (EST) to the point of contact listed below.
SOURCES SOUGHT: Responses from large and small businesses are encouraged, however, in accordance with FAR 19.5, set asides for small business; the government will review the information in this announcement to determine the type of set aside (if any) for this requirement. Please provide the size status of your company based on NAICS 511210 - Applications development and publishing, except on a custom basis, with a size standard of $41.5. Source Sought information shall be included in Volume I.
The Government reserves the right to contact, or not contact, any party responding to this notice in order to obtain further information for market research purposes. The government will not notify respondents of the results of the evaluation of the information received and will not return submittals to the sender.
Responses may be sent via electronic mail to:
Keith Westry Contracting Officer Keith.Westry@oig.dhs.gov
