SAQMMA12R0381DSDME_SOW9_20_12.docx
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- SAQMMA12R0381
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| Proposal_Submission_Extension.doc | DOC document | |
| SAQMMA12R0381additionalquestion22oct2012rev1 1 .docx | DOCX document | |
| SAQMMA12R0381A002Revision_to_Question_13.docx | DOCX document | |
| SAQMMA12R0381DSDME_SOW10_09_12.docx | DOCX document | |
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| SAQMMA12R0381_Past_Perf_Questionnaire.doc | DOC document | |
| SAQMMA12R0381RevBFMHFDM_9_20_12.docx | DOCX document | |
| SAQMMA12R0381DD254.pdf | ||
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UNCLASSIFIED
ATTACHMENT 1
DS Development, Modernization and Enhancement Statement of Work
Contents
| 1. | Background | 5 |
| 2. | Purpose | 6 |
| 3. | Scope | 6 |
| 4. | Functional Task Areas | 6 |
| 4.1 | Task Area 1 – Contract and Program Management | 7 |
| 4.1.1 | Contract Management | 7 |
| 4.1.2 | Program Management | 8 |
| 4.1.3 | In-Progress Reviews | 8 |
| 4.1.4 | Consistency of Approach | 8 |
| 4.1.5 | Management Structure & Organization | 8 |
| 4.2 | Task Area 2 – Portfolio & Organizational Management | 9 |
| 4.3 | Task Area 3 – Development, Modernization and Enhancement Services | 10 |
| 4.4 | Task Area 4 – Quality Management & Testing | 12 |
| 4.5 | Task Area 5 - Technical Support Services | 13 |
| 4.5.1 | Configuration and Release Management | 13 |
| 4.5.2 | Deployments & Operations Support | 14 |
| 4.5.3 | SharePoint and Content Management Support | 16 |
| 4.5.4 | Training Support | 16 |
| 5. | Key Personnel & Subject Matter Experts | 17 |
| 5.1 | Minimum Desired Qualifications for Key Personnel | 18 |
| 5.1.1 | Program Management –Task Area 1 | 18 |
| 5.1.2 | Project Management Support –Task Area 2 | 18 |
| 5.1.3 | IT Program Planning Support – Task Area 2 | 18 |
| 5.1.4 | Senior Database Developer – Task Area 3 | 19 |
| 5.1.5 | Senior Java Developer – Task Area 3 | 19 |
| 5.1.6 | Senior CRM Specialist – Task Area 3 | 19 |
| 5.1.7 | Senior Integration Specialist – Task Area 3 | 20 |
| 5.1.8 | Senior Reports Developer – Task Area 3 | 20 |
| 5.1.9 | Senior BPM Developer – Task Area 3 | 20 |
| 5.1.10 | Quality Manager - Task Area 4 | 20 |
| 5.1.11 | Database Management Support – Task Area 5 | 21 |
| 5.2 | Minimum Desired Qualifications for Subject Matter Experts (SME) | 21 |
| 5.2.1 | IC Community and ‘Big Data’ Expert | 21 |
| 5.2.2 | Law Enforcement Case Management Expert | 21 |
| 5.2.3 | Background Investigations Expert | 22 |
| 5.2.4 | Solutions Architecture Expert | 22 |
| 5.3 | Security Awareness | 22 |
| 6. | Deliverables | 23 |
| 6.1 | Delivery Schedule | 23 |
| 6.2 | Deliverables | 24 |
| 6.2.1 | Contract Management Plan | 24 |
| 6.2.2 | Status Reports | 24 |
| 6.2.3 | Project Plans | 24 |
| 6.2.4 | System Documentation | 25 |
| 6.2.5 | As-built design documents | 25 |
| 6.2.6 | Minutes of Meetings | 25 |
| 6.2.7 | Quality Control Plan | 25 |
| 6.2.8 | Subcontracting Plan | 26 |
| 6.2.9 | Inspection and Acceptance/Rejection of Deliverables | 26 |
| 7. | Quality Assurance | 27 |
| 8. | Special Requirements | 27 |
| 8.1 | Constraints and Coordination | 27 |
| 8.2 | Managing the Project Cycle | 28 |
| 8.3 | Specialized Experience/Past Performance | 29 |
| 8.4 | Government Furnished Equipment (GFE) & Government Furnished Information (GFI) | 30 |
| 8.5 | CMMI Certified | 30 |
| 8.6 | Technical Direction | 31 |
| 8.7 | Compliance with the Bureau’s Information Security Plan | 31 |
| 8.8 | Non-Personal Service Statement | 33 |
| 8.9 | Government Data/Software Rights | 33 |
| 8.10 | Co-Location | 34 |
| A. | Earned Value Management System (EVMS) Guidelines | 35 |
| B. | Technologies & Products in Use | 36 |
Background The Bureau of Diplomatic Security (DS) is responsible for providing a safe and secure environment for the conduct of U.S. foreign policy. Every diplomatic mission in the world operates under a technical, physical and information security program designed and maintained by Diplomatic Security. In the United States, Diplomatic Security manages and supports these worldwide security programs for the protection of Life, Property and Information. Critical elements in accomplishing this mission are criminal investigations, local/global intelligence threat analysis and reporting, passport and visa fraud investigations, conduct of personnel security investigations, and protection of the Secretary of State and high-ranking foreign dignitaries and officials visiting the United States.
The DS Office of the Chief Technology Officer (DS/EX/CTO) has the authority and responsibility for managing and implementing the IT program requirements of DS in a manner that facilitates the achievement of Bureau performance goals. The mission of the CTO is to provide effective information resource management for the Bureau: to maximize the accessibility and utility of information for all DS personnel and stakeholders through excellence in service delivery, program management and innovative technology applications.
The CTO provides the resources necessary to collect, assimilate, and distribute the information essential to the Bureau’s primary mission of providing a secure environment for the conduct of American diplomacy and the promotion of U.S. foreign policy worldwide.
The CTO supports the Bureau’s performance management goals through internal adherence to quality standards in all areas of its operations and is evidenced by their current organizational ISO 9001 Certification. These standards are required to allow the organization to meet internal performance measures that support federal and Department of State IT management, security and operations policies and regulations. The accomplishment of the Bureau’s mission is largely supported by the IT applications developed and supported by CTO many of which involve inter-agency discussion and cooperation due to integration requirements. Innovation is required to support this dynamic environment, where change is a constant, and modernization and improvement projects utilize a blend of custom developed and commercial-off-the-shelf software applications. These applications are based on a variety of technology platforms with specific capabilities. To support the diverse requirements of the Bureau, CTO consistently manages up to 75 IT projects on a concurrent basis.
The work referenced in this request is to provide the Bureau of Diplomatic Security with real time services for Development, Modernization and Enhancement of the IT systems that enable the Bureau to conduct Department of State worldwide security and law enforcement missions.
The scope of this requirement encompasses obtaining the Information Technology (IT) support services necessary to perform in functional areas such as: Project management, Custom software development, Software & product integration and configuration, quality management and assurance, Testing, Requirements gathering and business analysis, Solutions architecture, Strategic planning, System deployment & transition to operations, Training, Technical writing, enterprise architecture, and, to a lesser degree, systems maintenance and operations support. Additionally some limited telecommunications/networking knowledge and Web site support is required. The services acquired also include the program management and administrative support necessary for the preparation and update of systems documentation and related services.
Purpose The purpose of the procurement is to acquire software engineering Development, Modernization, and Enhancement (DME), technical, operations and administrative support for the Bureau of Diplomatic Security. DME work includes support for any and all phases of the software development life cycle. Technical support services include Level 3 support, software maintenance, analytical and research support, testing and installation of patches, and development and deployment of emergency or urgent releases. Operations support may include managing deployments of applications, administering users, updating security patches, performing database backups, proactively monitoring and tuning database and providing operational training. Administrative support includes quality management & assurance, configuration & change management, financial reporting, executive level administrative assistance, coordination and administration of internal governance committees and boards. The contractor will execute numerous projects and will also support numerous Automated Information Systems (AIS) that support the Bureau of Diplomatic Security’s mission.
Scope Work to be performed under this contract will support the mission of DS/EX/CTO to provide effective information resource management for the Bureau of Diplomatic Security; to maximize the accessibility and utility of information for all DS personnel and stakeholders through excellence in service delivery, program management and innovative technology applications.
The scope of this requirement encompasses obtaining Information Technology (IT) support services necessary for requirements definition, design, development, implementation, testing, deployment, and operations and maintenance for the Bureau of Diplomatic Security’s technical solutions. The services acquired will also include program management and administrative support necessary for the preparation and update of systems documentation and related services.
The following Task Areas apply:
· Task Area 1: Contract & Program Management
· Task Area 2: Portfolio Management
· Task Area 3: Software Development, Modernization, and Enhancement (DME) Support Services
· Task Area 4: Quality Management & Testing
· Task Area 5: Technical Support Services Functional Task Areas
Task Area 1 – Contract and Program Management Provide the technical and functional activities needed for management of this contract, including productivity and management methods such as Quality Assurance, Program level Change Management, Work Breakdown Structure, and Human Engineering. Provide centralized administrative, clerical, documentation and other related functions.
The contractor shall be responsible for program control and management for this effort including, but not limited to:
· Managing personnel (including development, training, and evaluation)
· Staffing
· Allocating and scheduling resources
· Coordinating and communicating with government management and technical resources
· Integrating all development efforts with other engineering efforts within CTO and/or other entities as approved
· Monitoring and reporting on status
· Ensuring physical security of contractor-operated facilities, including security of networks, equipment, and other infrastructure components used for execution of the tasks under this contract
· Providing assistance to the Government in establishing priorities and meeting the needs of the DS user community
· Managing customer relationships
· Meeting appropriate government standards
· Delivering effective and efficient services The contractor shall provide unified contract management support and control over all projects and tasks approved for or supported under this contract. Activities include but are not limited to:
· Contract Management
· Program Management
· In-progress reviews
· Consistency of approach
· Management Structure & Organization
1.1.1 Contract Management
Prepare a Contract Management Plan describing the technical approach, organizational resources, management structure and organization, and management controls to be employed to meet the cost, performance, and schedule requirements throughout contract execution.
1.1.2 Program Management
Provide the technical and functional activities needed for program management of this contract, including productivity and management methods such as Quality Assurance, Configuration Management, Work Breakdown Structure, and Human Engineering. Provide centralized administrative, clerical, documentation and other related functions.
1.1.3 In-Progress Reviews
The contractor shall provide/present a monthly status report monitoring the quality assurance, configuration management, program metrics, and contract funding data, risks and recommendations. Status reports will be provided monthly and presented no less than quarterly.
1.1.4 Consistency of Approach
The contractor shall ensure that all analysis, design, development, and documentation activities performed under this contract use consistent analysis techniques, design models, user interface models, database models, technical architectures, and documentation standards. All products delivered are based on consistent design, development tools/techniques, and architectures. All products produced are the property of the government and must not include contractor branding or indicators of corporate marketing. This includes both new systems/components designed and developed under this contract as well as maintenance of existing systems. For the enhancement/maintenance of an existing system, the contractor shall adhere to the architecture and design of an existing system unless directed otherwise as noted in the exceptions below.
· Exceptions to this requirement will only be allowed under the following circumstances:
· The COR or a Government Technical Monitor (GTM) agrees in writing that a contractor proposed deviation from a standard, guideline or model is acceptable.
1.1.5 Management Structure & Organization
The contractor shall institute and maintain an effective, efficient, and responsive management organization that shall oversee all contractor personnel and subcontractor resources used in the performance of this contract. The contractor shall be responsible for ensuring that all government authorized projects, tasks and work activities are performed in a timely and cost-effective manner, while maintaining the highest quality of performance. The contractor's management structure and organization shall be capable of ensuring, at a minimum, that the following functional and personnel requirements are met:
· A technically proficient and professionally capable staff is established and maintained throughout the life of the contract
· Personnel turnover is minimized and individuals are motivated to achieve excellent performance
· Provide a plan for addressing a surge in staff when needed by the government
· Provide a plan for staffing for new technical skills deemed necessary by the USG
· Provide a plan for accommodating staff under this contract at contractor facilities if deemed necessary by the government during the course of the contract
· Seamless phase-in of contractor personnel without interruption
· Effective management of contractor personnel to ensure a minimum of 90% staffing at all times
· Consistent and accurate reporting of performance to the Government
· Problems are resolved with minimal disruption to the activities being performed under the contract
· Continuous feedback on performance are provided to CTO personnel on all areas of contract performance
· All resources used for performance of work under the contract are identified and their roles are clearly defined
· Process improvements are made on a continuous basis in an effort to improve both the timeliness and quality of work products
· Risks are identified, assessed, and mitigated
· All contractual requirements are met
· Adequate implementation and management of subcontractor(s)
· Effective quality management in accordance with the Contractor’s Quality Control (QC) plan
· Work cooperatively and efficiently with contractors from other companies and FTE staff
Task Area 2 – Portfolio & Organizational Management IT portfolio management is the application of systematic management to large classes of items managed by enterprise Information Technology (IT) capabilities. The goal of this task area is to quantify IT efforts, enable measurement and objective evaluation of IT projects. This quantification is applicable to decision support prior to undertaking a project, monitoring project progress and maturing the organization through application of post-project lessons learned.
The contractor shall support the performance of several portfolio management associated activities; these include and are not limited to the following:
· The contractor shall perform activities in support of Capital Planning and Investment Control (CPIC), enterprise architecture, information architecture, the project/work request process (to include coordinating disposition of each request), MS Project Server administration and customer relationship management processes.
· In some cases (as approved), the contractor shall perform some or all of the activities below prior to a project being fully approved/authorized in order to:
· Achieve a common understanding of the business need and potential impact
· Conduct feasibility studies for new projects/systems.
· Document the current and proposed business processes and analyze the difference between the two (conduct alternatives analysis)
· Develop/prepare concept of operations for proposed project.
· Develop/prepare project plan for project.
· The contractor shall perform administrative and coordination activities in support of the DS Information Technology Review Board (ITRB), the CTO IT Project Coordination Group (IT-PCG), and the CTO Process Management Group (PMG)
· The contractor shall provide an administrative assistant to the CTO
· The contractor shall provide program and strategic planning support. This support shall include digital government IT solutions consulting, development of portfolio and project plans, oversight, and status reporting of the IT efforts. The support shall also include all activities necessary to draft and produce program and strategic plans and documents related to planning, development, and implementation of hardware, software, and communication systems employed by the Bureau.
· The contractor shall provide recommendations on both strategic and tactical solutions, perform research into other agency approaches to similar challenges, maintain currency with legal and policy requirements relevant to DS mission areas and associated systems, perform proof of concept work at the request of the Government, and serve as a senior advisor to the DS CTO.
· In the performance of each approved project executed under this contract, the contractor shall use the existing Microsoft Project Server tool to manage the project schedule and earned value metrics.
· Certain tasks/efforts/work will be exempt from EVM reporting and monitoring requirements; however accounting for labor expended in all task areas is required to be entered into the MS project server tool by all contractors and appropriately captured and categorized. The contractor shall require all of its subcontractors to also comply with this requirement. (See appendix A for more on EVMS requirements)
· The contractor shall provide full program oversight, metrics reporting, and progress monitoring for work performed under this contract as well as by select other vendors performing as members of project teams managed by staff under this contract.
· Other tasks as assigned
Task Area 3 – Development, Modernization and Enhancement Services The contractor shall provide support for any and all phases of software development/deployment to ensure DoS applications and databases will enable their users to meet their mission goals and objectives. These efforts include all phases of SDLC including the full range of project management, software design, development, implementation and integration, including, but not limited to, requirements definition and analysis, systems design and development, coding and testing, preparation for deployment, data conversion, and integration. The SDLC can be tailored to the requirements of each project as appropriate and approved by a designated FTE within DS/EX/CTO. DME services to be provided under this contract include the following SDLC activities, but are not limited to:
A. Project Management:
The contractor shall follow CTO’s standard Project Lifecycle (PLC) processes, CTO’s Change and Configuration Management processes, and the Department’s Managing State Projects (MSP) methodology. The contractor shall also employ the appropriate guidelines, methodologies, best practices, etc., of the following standards organizations to the extent practicable:
· Project Management Institute (PMI)
· Software Engineering Institute (SEI)
· International Standards Organization (ISO)
· Information Technology Infrastructure Library (ITIL) B. Requirements Definition:
· Understand the system needs and the basic path to achieve those needs
· Prepare SDLC documentation, including but not limited to concept of operations, requirements specifications, and other intellectual property and documentation artifacts
· Identify, analyze, specify and document the business, operational, and security requirements of the project so that the solution meets DoS’s needs
· Development of user interface wire-frames, system navigation maps, and mock-ups
· Set up the Common Development Environment—Team Specific (CDE-T environment) to meet the requirements necessary to support the deployment of the solution
· Support for deployment and release activities
· Review and analyze the current solution features and specifications to determine what changes, if any, are needed to accommodate the new requirements
· Identify documents for the business processes that will drive the requirements
· Elicit, analyze and document the business needs and the requirements to satisfy the business needs
· Establish the Requirements Traceability Matrix (RTM)
· Support for the development of system security documentation, including but not limited to system security plans, contingency plans, business impact assessments, and privacy impact assessments
· Develop intellectual property and documentation artifacts as required, including but not limited to; installation guides, software release notices, data models, as-built documentation, administrative standard operational procedures (SOPs) and end user documentation C. Design:
· Reach technical agreement on how and when the solution will be implemented
· Develop design documents which includes the detailed functional, technical, architectural, and security specifications for the software solution
· Ensure designs are consistent with the DS enterprise architecture and strategic direction of the Bureau
· Develop contractor test plan and test scripts, scenarios, and use cases D. Development and Unit Testing
· Build and verify the system, and establish a plan and approach to implement the system
· Develop the software solution to meet the specified requirements according to the approved requirements document and approved design document
· Finalize test plans
· Finalize contractor test scripts, scenarios, and cases
· Finalize the requirements traceability matrix (RTM)
· Develop installation guides
· Support the design and development of training materials and on-line help/user manuals (e.g., provide input to training Contractor, conduct train-the-trainer)
· Develop IT operations and support manuals
· Support the finalization of system security documentation with results from the certification and accreditation test E. Integration and System Testing/Acceptance
· Project teams will identify system/software release candidates and coordinate the deployment and testing of each release. (See task areas 4 and 5) F. Deployment
· Project teams will coordinate the deployment of each release through the approved CTO deployment process. (See task areas 3 and 4).
· The project team will perform or otherwise support the following:
(a) Transition the system into operational use according to CTO procedures
(b) Develop training materials for deployed solutions as required (see task area 4)
(c) Conduct in person or real-time web-based training as required to users and to user designated trainers (see task area 4)
(d) Support CTO’s Operations Branch for troubleshooting and correcting system bugs as needed. (see task area 4) G. Disposition
· Support decommissioning of existing automated systems as systems are retired.
· Support migration of data from decommissioned systems to new systems
Task Area 4 – Quality Management & Testing The contractor shall support the performance of several quality related activities.
· The contractor shall perform ongoing quality assurance, quality control, performance improvement and quality program monitoring activities that include all areas of CTO
· The contractor shall assume the existing CTO quality management program, improve the program and support the ongoing annual ISO-9001 organizational recertification process.
· Ensure the quality program addresses and measures all organizational process areas of CTO across all contracts.
· Implement CMMI level 3 compliant processes within CTO where necessary and supported/approved by the COR and/or the CTO.
· Integration and System Testing/Acceptance
· Provide concurrence to a system’s readiness for use in the operational environment
· Develop test plans and test scripts, scenarios, and use cases as appropriate for each system tested.
· Conduct system integration testing in the identified testing lab —validate that the software solution modules and components will work as expected with other modules, components, systems, and applications in the expected environment.
· Conduct testing/verification —validate the software solution as a whole meets the functional and operational requirements and meets user expectations
· Conduct beta pilot tests
· Support deployment readiness review activities, as required
· Conduct software testing in integrated lab, as required.
· As needed; perform automated testing, automated regression testing, update automated test scripts, and conduct performance testing and/or load testing.
Task Area 5 - Technical Support Services The contractor shall be responsible for making a change or group of changes to software engineering solutions that already exist in production, to enable them to operate according to the most recent set of approved requirements, without changing functionality, features or capabilities. These requests typically result from defect/bug fixes, minor adjustments due to infrastructure changes, vendor patches/service pack releases, and minor version upgrades, but are not emergency/urgent, allowing for planned activities. Typical activities include problem management, incident management, change management, configuration management, availability management, service level management, and support for system security re-certifications and accreditations and assistance with other security documentation.
1.1.6 Configuration and Release Management
· The contractor shall perform configuration management and software release management activities. These activities shall include distribution of software notices, capture and archival of release notes, maintaining the master deployment and patch schedule, ensuring resources are notified and able to complete scheduled deployments, and enforcing deployment and CM processes.
· The contractor shall coordinate the deployment of patches, hot-fixes, minor bug-fix releases, database scripts and new releases of systems produced from the projects executed under Task Area 3 to the test, training and production environments as appropriate. The contractor will ensure the following are performed:
· Capture and store release notes for every release
· Ensure appropriate fall-back plans exist for each release
· Ensure government approval has been obtained for each production release
1.1.7 Deployments & Operations Support
· The contractor shall perform installation of patches, hot-fixes or other system level changes to the operating systems, products and configurations existing in development, test, training and production environments for application and database servers.
· The contractor shall assist in the administration of the development network and developer workstations.
· Seek to establish standard operating system images for developers of various types
· Assist in the administration of a VMware enabled development, test, sandbox and core services environments to ensure resources are appropriately utilized
· Assist developers in troubleshooting their PCs
· Ensure the configuration of system test environments are representative of production systems
· The contractor shall support the external operations team in ensuring backups are performed and are recoverable across all environments where database servers require backup.
· The contractor shall support the generation of SQL scripts or other rapid methods required to correct data anomalies or extract specific data from production or other systems as approved.
· The contractor shall administer system users as needed or until the respective system is transitioned to the operations team.
· The contractor shall provide Tier 3 end-user technical support activities for selected projects and systems up to 8x5 (not including during government holidays, inclement weather, and emergencies), or as requested by the COR and/or GTM.
· The contractor shall ensure that the Tier 3 support is available on demand and provide substitutes in the event that assigned personnel are not available.
· The contractor shall maintain, deliver, and execute Tier 3 Support SOPs that address the Support Desk operations, including the response and escalation requirements in the below Table.
· The COR and/or GTM may authorize and request that staff remain beyond their normal duty hours, or work special hours, in order to resolve an urgent system outage or failure. This can include any staff operating under this contract, regardless of functional task area.
· A specific and limited number of contractor staff may be required to perform should the government ‘shut-down’ in order to maintain basic systems operations. These staff will be designated as part of the emergency support team and required to work, at a minimum, normal duty hours should a government shut-down occur.
Table—Tier 3 Performance Standards
| Priority |
| Definition |
| Service Level Requirement |
| Emergency |
| Failure in one or more critical DS systems or processes |
| Emergency tickets must be responded to within 4 hours and status provided every two hours |
| Urgent |
| Significant loss of functionality |
| Urgent tickets must be responded to within 12 working hours and status updates provided every 4 hours |
| Routine |
| Default |
| Routine tickets should be identified in SOP for level 1 and 2 service desk to support in the operational environment |
| Directed |
| Urgent action mandated but does not meet objective criterion above |
| Treated like Urgent |
Tier 3 support includes, but is not limited to:
· Treating all customers courteously and professionally
· Updating, maintaining and using the current CTO knowledge database of known problems and their solutions in order to provide timely and consistent responses to customers
· Recording in the support desk ticket all activities performed as part of the problem resolution. This includes documenting any references to the Support Desk knowledge database used in responding to the support request
· Providing statistical and trend analysis reports to show the distribution and frequency of recurring requests for assistance and suggesting and implementing ways to reduce the number of calls regarding a particular issue
· Providing rapid, accurate and meaningful responses to requests for support
· Providing metrics and reports
· Collaborating with Tier 1, Tier 2 and other Tier 3 support providers, including those who are contractors, to provide a positive experience to the customer
· If contacted directly by a customer, ensuring that a trouble ticket is created with the IT Service Center and provide the tracking number to the customer for reference
· Providing emergency software maintenance in accordance with an approved Emergency Response Plan Other technical support includes such activities as:
· Providing analytical and research support
· Working closely with Development and Quality Assurance (QA) to ensure customer product issues are resolved appropriately
· Providing effective and timely communication to support teams
· Informing support teams on technical details of new product versions
· Providing technical support to customers on specific products, primarily over the telephone and through email
· Documenting issues and enhancements
· Assisting with and supporting on-going development and technical issues and recommend new solutions
1.1.8 SharePoint and Content Management Support
· The contractor shall perform content management activities as requested from designated POCs.
· Content management activities include modifications to ASP, CFML, HTML and SharePoint sites.
· The contractor shall provide a SharePoint support team that will perform the following
· Develop, publish and enforce (once approved) SharePoint governance policies and procedures in order to maintain order within the SharePoint implementation.
· Provide tier 2 support to existing approximately 100 SharePoint site administrators within DS.
· Assist in the training process for new site administrators as nominated within DS.
· Perform actions necessary to complete approved routine requests for new sites and small modifications to sites.
· Perform as members of project teams where SharePoint has been deemed an appropriate technology; utilize SharePoint developer or other tools to implement customizations or implement other features of SharePoint.
1.1.9 Training Support
· Provide operational training –work with project teams to develop and deliver training and help materials. This includes developing and presenting training in-person, either locally in the DC area or via real-time web meeting technologies. This training is primarily end-user focused but may include development of administrator oriented training as well.
· The contractor shall develop from scratch training guides, user manuals, integrated help systems and pre-recorded computer based training/simulations, and surveys per DoS, DS and Information Resource Management (IRM) standards. Experience in current Windows operating systems and Microsoft Back Office products is required. This task may require instruction via classroom, conference calls, or one-on-one settings related to custom or COTS/GOTS applications. As training may be required for students in remote locations, the trainers may be required to conduct training during other than normal duty hours. This occurs infrequently.
Key Personnel & Subject Matter Experts The contract requires both key personnel and subject matter experts; these two areas may be mixed in that a person indicated as key personnel may also be indicated as a subject matter expert. The contract has specific requirements of both.
The contractor shall assign to this Task the following Key Personnel:
· Program Management – Task Area 1 (1 Position)
· Project Management Support – Task Area 3 (not less than 5 positions)
· IT Program Planning Support – Task Area 2 (1 Position)
· Senior Database Developer – Task Area 3 (1 position)
· Senior Java Developer – Task Area 3 (1 position)
· Senior CRM Specialist – Task Area 3 (1 position)
· Senior Integration Specialist – Task Area 3 (1 position)
· Senior Reports Developer – Task Area 3 (1 position)
· Senior BPM Developer – Task Area 3 (1 position)
· Quality Manager - Task Area 4 (1 position)
· Database Management Support – Task Area 5 (1 position)
The contractor shall assign to this Task the following Subject Matter Experts:
· IC Community and ‘Big Data’ Expert
· Law Enforcement Case Management Expert
· Background Investigations Expert
· Solutions Architecture Expert The contractor agrees that a partial basis for award of this contract is the list of Key Personnel & Subject Matter Experts proposed. Accordingly, the contractor agrees to assign to this contract those key persons whose resumes were submitted with the proposal necessary to fulfill the requirements of the contract. No substitution shall be made without prior notification and concurrence of the COR. During the first ninety days of performance, the contractor shall make no substitutions of Key Personnel and Subject Matter Experts unless the substitution is necessitated by illness, death, or termination of employment. In case of these occurrences, the contractor shall notify the COR promptly and submit documentation (resumes, security clearance information, etc.) pertaining to the proposed substitution. The Department reserves the right to interview candidates replacing key persons.
The contractor shall ensure that all personnel (key and non-key) performing under this contract possess the training, skill and expertise needed to perform the tasks. Any training, consulting, etc., (except specific to the Department of State), necessary to ensure that the requirements under this performance work statement are met shall be the responsibility of the contractor. All proposed substitutes for key and non-key personnel shall meet or exceed the qualifications of the person to be replaced. The COR shall be notified in writing of any proposed substitution of key and non-key personnel at least fourteen days in advance of the proposed substitution. Such notification shall include: (1) an explanation of the circumstances necessitating the substitution; (2) a complete resume of the proposed substitute; and (3) any other information requested by the COR to enable that person to judge whether or not the contractor is maintaining the same high quality of personnel and to permit evaluation of the impact of the proposed change on the program and its schedule.
The Government will provide on-the-job training to contractor employees in business applications specific to the Department of State.
Minimum Desired Qualifications for Key Personnel The minimum desired qualifications for each Key Personnel position are set forth below. Refer to Section H of the RFP for personnel security clearance requirements.
1.1.10 Program Management –Task Area 1
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and 10 years of experience in managing complex IT development programs. Advanced degree preferred.
· Project Management Professional (PMP®) Credential or equivalent
· Information Technology Infrastructure Library (ITIL) Certification or equivalent
· A minimum of 5 years experience in implementing Capability Maturity Model (CMM) Levels 2 and 3 processes or Lean Six Sigma practices
1.1.11 Project Management Support –Task Area 2
Minimum Desired Qualifications for this position:
· A BS degree from an accredited university and 5 years of experience in managing complex IT development programs. Advanced degree preferred.
· Project Management Professional (PMP®) Credential or equivalent
· Information Technology Infrastructure Library (ITIL) foundations Certification
· Experience in implementing Capability Maturity Model (CMM) Levels 2 and 3 processes or Lean Six Sigma practices
1.1.12 IT Program Planning Support – Task Area 2
Minimum Desired Qualifications for this position:
· A BS degree from an accredited university and 5 years of experience in budget and financial analysis for large IT programs. Advanced degree preferred.
· A minimum of 3 years experience with the Capital Planning and Investment Control (CPIC) process with the Federal Government
· A minimum of 3 years experience with the Federal Enterprise Architecture and the associated reference models
· Understanding of the EVM, portfolio management, and project management processes.
1.1.13 Senior Database Developer – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and/or 10 years experience in the development of enterprise level applications using PL/SQL
· Formal training in, and/or certification in, database development, techniques and principles
· A minimum of 5 years experience in the development Oracle PL/SQL procedures for enterprise level applications
· A minimum of 3 years experience in establishing report marts, search marts, and data warehouse environments
· A minimum of 3 years experience implementing Export Transform and Load (ETL) processes using IBM’s Data Stage/Quality Stage tools.
· Experience developing T-SQL is also desired.
1.1.14 Senior Java Developer – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and 6 years experience in the development of enterprise level web applications using Java
· Formal training in Object-Oriented programming techniques and principles
· A minimum of 5 years experience in the development Oracle PL/SQL procedures for enterprise level applications
1.1.15 Senior CRM Specialist – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and/or 6 years experience in the development of enterprise level CRM applications using the Siebel CRM product
· Formal training in Siebel CRM development, programming techniques and principles
· Current certification as Siebel CRM consultant preferred
1.1.16 Senior Integration Specialist – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and/or 6 years experience in the development of enterprise data exchange interfaces using web services.
· 4 years experience using the MS BizTalk platform/tool to implement web services or other methods to interface systems and data.
1.1.17 Senior Reports Developer – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and/or 6 years experience in the development of analytic reports.
· 4 years experience using the SAP Business Objects platform/tools to implement reports and report universes to provide parametric reporting capabilities to business users.
· Experience administering the SAP Business Objects platform/tools, performing upgrades, and working with database and warehouse developers.
1.1.18 Senior BPM Developer – Task Area 3
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and 8 years experience in the development of enterprise level web applications
· A minimum of 5 years experience in the development of enterprise level business process management applications leveraging industry leading BPMS technologies.
· A minimum of 3 years experience implementing BPM solutions using the Metastorm BPM platform/tools.
· A minimum of 5 years experience in the development Oracle PL/SQL procedures for enterprise level applications
1.1.19 Quality Manager - Task Area 4
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and 8 years experience in quality assurance and quality management
· Knowledge of test theory, test processes, and experience managing a test team.
· Experience implementing a quality program, such as ISO 9001, in an organization. Knowledge of ISO 9001 and the certification process.
· Certification in lean six-sigma or equivalent.
1.1.20 Database Management Support – Task Area 5
Minimum Desired Qualifications for this position:
· A technical BS degree from an accredited university and 8 years of experience in the management and administration of enterprise level Oracle databases. Advanced degree preferred.
· Oracle Certified Professional (OCP) in Oracle 10g and/or 11g
· A minimum of 5 years experience with Oracle Application Server management
· A minimum of 5 years experience with the planning and implementation of Oracle database disaster recovery for enterprise level applications.
Minimum Desired Qualifications for Subject Matter Experts (SME) The minimum desired qualifications for each SME are set forth below. These areas of expertise can be met through overlap with key personnel; for example the proposed the Database Management Support key person could also be indicated as the IC community SME should their qualifications match in both areas. Refer to Section H of the RFP for personnel security clearance requirements.
1.1.21 IC Community and ‘Big Data’ Expert
Minimum Desired Expertise for this position:
· Knowledge and experience in the unique needs of Intelligence Community (IC) and counter-terrorism agencies, missions, operations and systems. Specifically through the use of data analytics, link analysis, data warehousing, search and retrieval, support for databases containing extremely large volumes of data, extensive knowledge of federal data exchange standards and data exchange technologies, challenges and policies.
· Knowledge and understanding in how intelligence analysts perform their work
· Must have, or be able to receive, a TS/SCI clearance
1.1.22 Law Enforcement Case Management Expert
Minimum Desired Expertise for this position:
· Knowledge and experience in law enforcement case management systems and a solid understanding of investigative processes, procedures and the unique handling requirements for law enforcement and privacy information.
· Knowledge and understanding in how criminal investigators and criminal case analysts perform their work
· Knowledge in areas of litigation, FOIA requirements for criminal systems, and technical architectures able to facilitate separations in data layers such that when data is subpoenaed it can be easily extracted without disclosing unnecessary information
· Knowledge of fingerprinting systems, interfaces and integration methods
1.1.23 Background Investigations Expert
Minimum Desired Expertise for this position:
· Knowledge and experience in background investigation and adjudication processes and systems related to Federal suitability programs.
· Knowledge and understanding in how background investigators, clearance analysts and adjudicators perform their work
1.1.24 Solutions Architecture Expert
Minimum Desired Expertise for this position:
· Knowledge and experience in planning, implementing and maintaining continuity of operations sites and fault tolerant technologies able to ensure zero loss of data and system availability in the event of catastrophic loss of a primary site or specific system. This refers to application and database server level methods used to achieve high levels of availability; i.e., application server clustering, load balancing, database clustering, etc.
Security Awareness The contractor shall ensure all contractor personnel are initially and periodically instructed on their security responsibilities. All contractor personnel requiring access to DoS systems shall attend the Department’s Automated Information System Security Briefing conducted by DS prior to being granted access. Signed certificates certifying successful completion will be maintained by DS/CTO ISSO. This briefing must be completed annually for continued access to DoS systems.
Initial and periodic briefings shall also include the individual and corporate responsibilities identified in FAR clause 52.205-2, Security Requirements; 52.223-6, Drug Free Workplace; 52.225-2, Privacy Act; and 52.239-1, Privacy or Security Safeguards. The contractor shall also ensure each employee is initially and periodically instructed on the State requirements for Internet and e-mail use identified in the 12 FAM and the Personnel Handbook. It is not intended that these Contract specific briefings be separate training programs but may be incorporated into other contractor briefings, such as those required of National Industrial Security Program Operating Manual (NISPOM) Chapter 3.
Deliverables
Delivery Schedule
| Reference Section # |
| Deliverable Title |
| #Calendar Days After Award or Other |
| Requirement |
| Standard |
| 6.2.1 |
| Contract Management Plan |
| Draft – 30 days after award, Final –45 day after award |
| Deliverables are high quality and complete |
| Deliverables are written clearly and concisely, providing DoS stakeholders a clear understanding of all deliverables. |
Final documentation must be in Microsoft Suite: Word 2007, Excel 2007, Visio 2007, Project Pro 2010 or current DoS version. (Solutions developed will be delivered an the agreed upon programming language and format)
Final documentation must be spell checked, grammar checked, and accepted by the Government. (Excluding developed code)
| 4.1.3, 6.2.2 |
| In Progress Review Report |
| Monthly, on 10th calendar day |
| 6.2.3 |
| Project Plan |
| Initiated at the beginning of each approved project and updated monthly throughout the project lifecycle |
| 6.2.4 |
| System Documentation as specified in the CTO Project Lifecycle (PLC) and approved by the Government during each project’s Initiation Phase |
| Per each project’s approved Individual Project Tailoring Form or as otherwise authorized/required |
| 6.2.5 |
| As-built design documents for systems developed, modernized or enhanced. |
| Per each project’s approved Individual Project Tailoring Plan or as otherwise authorized/required |
| N/A |
| Weekly activity reports |
| Provided to FTE functional managers weekly every Wednesday |
| 6.2.6 |
| Meeting Minutes |
| 3 business days after each technical or project meeting |
| 6.2.7 |
| Quality Control Plan |
| With Proposal – update within 15 calendar days after contract award |
| 6.2.8 |
| Subcontract Plan |
| With proposal |
| N/A |
| All developed, modified and configured software created under this contract must be received in electronic format |
| Per each project’s approved Individual Project Tailoring Form or as otherwise authorized/required |
Deliverables
1.1.25 Contract Management Plan
The contractor shall provide a written Contract Management Plan within thirty days of award describing the technical approach, organizational resources and management controls to be employed to meet the cost, performance and schedule requirements throughout contract execution.
1.1.26 Status Reports
The contractor shall provide a monthly report addressing activities, observations, and recommendations. The written report will address the activities and findings of the prior month. This report will cover all tasks initiated under this agreement. This report shall be supplied to the Project Office and will be due by the 10th day of each month. The report shall include but not be limited to:
· A summary of all work/activities performed/undertaken during the previous month
· Anticipated work for the next month
· Suggested improvement with approved/pending/rejected status; and
· Summary of problems or issues along with proposed solutions
· Contract financial status
· Staffing levels
1.1.27 Project Plans
The government will approve many separate projects for execution under this contract. The contractor shall prepare formal, DS/CTO approved project plans at the beginning of each of these projects as authorized under the contract; each plan will be used to guide both project execution and project control. The project plan will be prepared by the contractor’s project managers with input from the contractor’s project team, and will be reviewed and approved by the DS/CTO COR or designated GTM along with the project stakeholders and will be updated regularly throughout the project lifecycle. The project plan shall describe the milestones and deliverables, the sequence of activities, and what resources are needed to complete the activities. The project plan shall allow presentation via work breakdown structure (WBS), Gantt chart, and Program Evaluation and Review Technique (PERT)/Time Network Diagrams.
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