SB1341-12-RP-0093.pdf

PDF 3 MB Posted Aug 17, 2012

Attached to: Cloud Computing services
Solicitation number: SB1341-12-RP-0093
Issued by: Department of Commerce National Institute of Standards and Technology

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File	Type	Posted
Revised SB1341-12-RP-0093.pdf	PDF	Aug 24, 2012
Amendment 1 - RFP questions.docx	DOCX document	Aug 24, 2012
Attachment A-IT Security and Privacy.docx	DOCX document	Aug 17, 2012
CECS_Live_Demonstration Requirements.xlsx	XLSX spreadsheet	Aug 17, 2012

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SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 700)

RATING

PAGE OF

PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

SB1341-12-RP-0093 SEALED BID (IFB)

NEGOTIATED (RFP)

NB180000-12-05919

7. ISSUED BY CODE 000SB 8. ADDRESS OFFER TO (If other than Item 7)

NATIONAL INST OF STDS AND TECHNOLOGY

100 BUREAU DRIVE STOP 1640

BUILDING 301 ROOM B129

GAITHERSBURG MD 20899-1640

NATIONAL INST OF STDS AND TECHNOLOGY

100 BUREAU DRIVE STOP 1640

BUILDING 301 ROOM B129

GAITHERSBURG MD USA

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in NIST until 12:00

PM ET

local time AUG 31, (Hour) (Date)

CAUTION - LATE Submissions, Modifications, and Withdrawls: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION CALL

A. NAME

DIVYA SONI

B. TELEPHONE (NO COLLECT CALLS)

301-975-6394

C. E-MAIL ADDRESS

DSONI@MAIL.NIST.GOV

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGES(S) (X) SEC. DESCRIPTION PAGE(S)

PART 1 - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 - 1 X I CONTRACT CLAUSES 40 - 51

X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 - 6 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 7 - 25 X J LIST OF ATTACHMENTS 52 - 59

X D PACKAGING AND MARKING 26 - 26 PART IV - PRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 27 - 27 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER 60 - 71

X F DELIVERIES OR PERFORMANCE 28 - 28 STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA 29 - 31 X L INSTRS., CONDS., AND NOTICES TO OFFERORS 72 - 78

X H SPECIAL CONTRACT REQUIREMENTS 32 - 39 X M EVALUATION FACTORS FOR AWARD 79 - 82

OFFER

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all itmes upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%)

14. ACKNOWLEDGMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15A. NAME AND

ADDRESS OF

OFFEROR

DUNS: (Type or print)

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM

ABOVE - ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

See Schedule

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C 23004(c) ( ) 41 U.S.C 253(c) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY CODE 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER(Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

(Signature of Contracting Officer)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice. (Must be fully completed by offeror)

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

SCHEDULE Continued

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

This is a Request for Proposal (RFP) for an Indefinite Delivery/Indefinite Quantity (IDIQ) contract for Cloud Computing services for the Department of Commerce.

Period of performance: October 1, 2012 through September 30, 2017

0001 User Licenses (per unit per user per year)

1.00 EA

0002 Migration services (per account per year)

0003 Government's Operational Readiness and Acceptance

Testing (GORAT)

Table of Contents

SECTION B SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 1352.216-75 MINIMUM AND MAXIMUM CONTRACT AMOUNTS (APR 2010)

SECTION C DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF WORK

SECTION D PACKAGING AND MARKING

D. 1 1352.246-70 PLACE OF ACCEPTANCE (APR 2010)

SECTION E INSPECTION AND ACCEPTANCE

E. 1 52.246-4 INSPECTION OF SERVICES--FIXED-PRICE (AUG 1996)

SECTION F DELIVERIES OR PERFORMANCE

F. 1 52.242-15 STOP-WORK ORDER (AUG 1989)

F. 2 52.242-17 GOVERNMENT DELAY OF WORK (APR 1984)

F. 3 1352.270-70 PERIOD OF PERFORMANCE (APR 2010)

SECTION G CONTRACT ADMINISTRATION DATA

G. 1 1352.201-70 CONTRACTING OFFICER?s AUTHORITY (APR 2010)

G. 2 1352.201-72 CONTRACTING OFFICER?s REPRESENTATIVE (C0R) (APR 2010)

G. 3 ADDENDUM TO 1352.201-72 CONTRACTING OFFICER'S REPR

G. 4 1352.216-76 PLACEMENT OF ORDERS (APR 2010)

SECTION H SPECIAL CONTRACT REQUIREMENTS

H. 1 1352.208-70 RESTRICTIONS ON PRINTING AND DUPLICATING (APR 2010)

H. 2 1352.209-72 RESTRICTIONS AGAINST DISCLOSURE (APR 2010)

H. 3 1352.209-73 COMPLIANCE WITH THE LAWS (APR 2010)

H. 4 1352.209-74 ORGANIZATIONAL CONFLICT OF INTEREST (APR 2010)

H. 5 1352.216-74 TASK ORDERS (APR 2010)

H. 6 1352.237-75 KEY PERSONNEL (APR 2010)

H. 7 1352.239-72 SECURITY REQUIREMENTS FOR INFORMATION TECHNOLOGY RESOURCES (APR 2010)

H. 8 CONTRACTOR RESPONSIBILITY

H. 9 HOLIDAYS

H. 10 NON-PERSONAL SERVICES/NON-INHERENTLY GOVERNMENTAL

H. 11 52.216-2 ECONOMIC PRICE ADJUSTMENT--STANDARD SUPPLIES (JAN 1997)

SECTION I CONTRACT CLAUSES

I. 1 52.202-1 DEFINITIONS (JAN 2012)

I. 2 52.203-3 GRATUITIES (APR 1984)

I. 3 52.203-5 COVENANT AGAINST CONTINGENT FEES (APR 1984)

I. 4 52.203-6 RESTRICTIONS ON SUBCONTRACTOR SALES TO THE GOVERNMENT (SEP 2006)

I. 5 52.203-7 ANTI-KICKBACK PROCEDURES (OCT 2010)

I. 6 52.203-8 CANCELLATION, RESCISSION, AND RECOVERY OF FUNDS FOR ILLEGAL OR IMPROPER ACTIVITY

(JAN 1997)

I. 7 52.203-10 PRICE OR FEE ADJUSTMENT FOR ILLEGAL OR IMPROPER ACTIVITY (JAN 1997)

I. 8 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN FEDERAL TRANSACTIONS (OCT 2010)

I. 9 52.203-13 CONTRACTOR CODE OF BUSINESS ETHICS AND CONDUCT (APR 2010)

I. 10 52.204-7 CENTRAL CONTRACTOR REGISTRATION (FEB 2012)

I. 11 52.209-6 PROTECTING THE GOVERNMENT`s INTEREST WHEN SUBCONTRACTING WITH CONTRACTORS

DEBARRED, SUSPENDED, OR PROPOSED FOR DEBARMENT (DEC 2010)

I. 12 52.215-2 AUDIT AND RECORDS--NEGOTIATION (OCT 2010)

I. 13 52.215-8 ORDER OF PRECEDENCE--UNIFORM CONTRACT FORMAT (OCT 1997)

I. 14 52.215-10 PRICE REDUCTION FOR DEFECTIVE CERTIFIED COST OR PRICING DATA (AUG 2011)

I. 15 52.215-14 INTEGRITY OF UNIT PRICES (OCT 2010)

I. 16 52.219-6 NOTICE OF TOTAL SMALL BUSINESS SET-ASIDE (NOV 2011)

I. 17 52.219-8 UTILIZATION OF SMALL BUSINESS CONCERNS (JAN 2011)

I. 18 52.219-28 POST-AWARD SMALL BUSINESS PROGRAM REPRESENTATION (APR 2012)

I. 19 52.227-1 AUTHORIZATION AND CONSENT (DEC 2007)

I. 20 52.227-2 NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT INFRINGEMENT (DEC 2007)

I. 21 52.232-1 PAYMENTS (APR 1984)

I. 22 52.232-8 DISCOUNTS FOR PROMPT PAYMENT (FEB 2002)

I. 23 52.232-17 INTEREST (OCT 2010)

I. 24 52.232-23 ASSIGNMENT OF CLAIMS (JAN 1986)

I. 25 52.232-25 PROMPT PAYMENT (OCT 2008)

I. 26 52.233-1 DISPUTES (JUL 2002)

I. 27 52.233-3 PROTEST AFTER AWARD (AUG 1996)

I. 28 52.233-4 APPLICABLE LAW FOR BREACH OF CONTRACT CLAIM (OCT 2004)

I. 29 52.242-3 PENALTIES FOR UNALLOWABLE COSTS (MAR 2001)

I. 30 52.242-13 BANKRUPTCY (JUL 1995)

I. 31 52.243-1 I CHANGES--FIXED-PRICE (AUG 1987)--ALTERNATE I (APR 1984)

I. 32 52.244-6 SUBCONTRACTS FOR COMMERCIAL ITEMS (DEC 2010)

I. 33 52.246-25 LIMITATION OF LIABILITY--SERVICES (FEB 1997)

I. 34 52.249-2 TERMINATION FOR CONVENIENCE OF THE GOVERNMENT (FIXED-PRICE) (APR 2012)

I. 35 52.249-14 EXCUSABLE DELAYS (APR 1984)

I. 36 52.253-1 COMPUTER GENERATED FORMS (JAN 1991)

I. 37 52.212-4 CONTRACT TERMS AND CONDITIONS--COMMERCIAL ITEMS (FEB 2012)

I. 38 52.212-5 CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE ORDERS--

COMMERCIAL ITEMS (MAY 2012)

I. 39 52.215-19 NOTIFICATION OF OWNERSHIP CHANGES (OCT 1997)

I. 40 52.216-18 ORDERING (OCT 1995)

I. 41 52.216-19 ORDER LIMITATIONS (OCT 1995)

I. 42 52.216-22 INDEFINITE QUANTITY (OCT 1995)

I. 43 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I. 44 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I. 45 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

SECTION J LIST OF ATTACHMENTS

J. 1 PAST PERFORMANCE

SECTION K REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFERORS

K. 1 52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO INFLUENCE CERTAIN FEDERAL

TRANSACTIONS (SEP 2007)

K. 2 52.222-38 COMPLIANCE WITH VETERANs` EMPLOYMENT REPORTING REQUIREMENTS (SEP 2010)

K. 3 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR 2010)

K. 4 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (FEB 2012)

K. 5 52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS--COMMERCIAL ITEMS (APR 2012)

K. 6 52.219-1 SMALL BUSINESS PROGRAM REPRESENTATIONS (APR 2012)

K. 7 52.222-22 PREVIOUS CONTRACTS AND COMPLIANCE REPORTS (FEB 1999)

K. 8 52.222-25 AFFIRMATIVE ACTION COMPLIANCE (APR 1984)

SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L. 1 52.215-1 INSTRUCTIONS TO OFFERORS--COMPETITIVE ACQUISITION (JAN 2004)

L. 2 52.216-1 TYPE OF CONTRACT (APR 1984)

L. 3 52.233-2 SERVICE OF PROTEST (SEP 2006)

L. 4 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L. 5 1352.215-72 INQUIRIES (APR 2010)

L. 6 1352.233-70 AGENCY PROTESTS (APR 2010)

L. 7 PROPOSAL PREPARATION/SUBMISSION INSTRUCTIONS

SECTION M EVALUATION FACTORS FOR AWARD

M. 1 1352.215-74 BEST VALUE EVALUATION (APR 2010)

M. 2 EVALUATION FACTORS FOR AWARD

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B. 1 1352.216-75 MINIMUM AND MAXIMUM CONTRACT AMOUNTS (APR 2010)

During the term of the contract, the Government shall place orders totaling a minimum of $10,000.00 . The amount of all orders shall not exceed $9,000,000.00 .

(End of clause)

SECTION C

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C. 1 STATEMENT OF WORK

U.S. Department of Commerce

National Institute of Standards and Technology

Cloud Email and Collaboration Services Statement of Work

I. Background

The National Institute of Standards and Technology (NIST), Office of Information Systems Management (OISM) is leading a Department of Commerce (DOC)-wide procurement effort to acquire email and collaboration services as Software as a Service (SaaS) from a commercial provider of Cloud Computing services and software. The Federal Government has instituted a Cloud First policy to exploit the benefits of Cloud Computing. In being compliant with this policy, DOC will evaluate safe and secure cloud computing options before making any new IT investments.

The DOC technology landscape is innovative, rich, and diverse. Obtaining cloud-based email and collaboration services are cornerstone initiatives for DOC. The Department of Commerce is striving to use collaborative tools that are standards-based, browser-agnostic, interoperable, and multi-platform to support the diversity of computing platform environments used at DOC. DOC will investigate and aggressively move toward the adoption of cloud-based email and collaborative tools that provide or enable new capabilities to staff.

DOC is pursuing the acquisition of a cloud-based solution with an integrated suite of tools and capabilities that allow the government to transform the way business is conducted today, by increasing employee productivity and collaboration, while also ensuring appropriate security and privacy safeguards. These services must be provisioned in a cloud solution that include email, calendaring, archiving/e-Discovery, instant messaging, desktop video conferencing, and web-based collaboration.

The cloud-based solution must:

Provide features, functionality and capabilities that meet industry performance and interoperability standards and utilize best practices

Offer the necessary redundancy, resiliency, and contingency capabilities to ensure service availability that meets DOC’s current and future needs

Provide a secure information system environment that complies with all required federal regulations and DOC agency specific security requirements

Leverage standard commercial service offerings that will require minimum software and/or service development work

Ensure data portability to another cloud platform upon contract completion/termination

Ultimately, the new e-mail and collaboration system will meet industry performance standards, offer the necessary redundancy and contingency features to meet DOC’s needs, and provide state-of-the-art technology enhancements to improve user experience and minimize service disruption. The ideal solution will involve no software development work and minimal integration effort past implementation. This Statement of Work outlines DOC’s requirements for a cloud email and collaboration service.

II. Objectives

A. Business Objectives

DOC is seeking an integrated suite of cloud-based email and collaboration services that improves business performance, increases employee productivity, and fosters greater collaboration by providing DOC with expanded and new capabilities that reflect industry best practices. The SaaS messaging and collaboration system solution shall achieve the following objectives:

Provide E-Mail, calendar, task management, mobile device support and webmail support

Provide improved archiving capability for e-mail and the ability to mark and retain data to support litigation requirements (litigation hold)

Provide expanded access to collaborative tools and capabilities (such as instant messaging, desktop video conferencing, soft phone integration, on-line meetings, shared workspace, social media, groupware, workgroup support systems, etc.) that will enhance DOC's ability to conduct business

Provide frequent technology updates and/or enhancements that give DOC access to the most current, commercially available service offerings

Provide robust and rapid search (full text) capability to enable forensics and e-discovery across archived and active files

Improve workforce efficiency and effectiveness and reduce costs by standardizing on the Cloud Services, and enabling user adoption of expanded functions and new capabilities

Provide a dedicated computing infrastructure (both physically and logically) to Federal government customers only

B. Technical Objectives

The technical objectives of this procurement are to obtain Cloud Services with proven high degree of confidentiality, integrity, reliability and availability which should, at a minimum:

Maintain a redundant e-mail and collaboration infrastructure in two geographically separate locations that will ensure access for all DOC agencies in the event of failure at any one provider location

Include effective contingency planning (including back-up and disaster recovery capabilities)

Provide 99.9% availability, or higher, to all DOC agencies with an acceptable applied penalty schedule

Provide e-mail and collaboration services that are dependable and provide response rates that are consistent with industry standards

Prevent the loss of DOC data, service degradation, and/or service disruption to DOC agencies in the event of planned or unplanned outage

Provide 24 hours per day, seven days a week, 52 weeks a year troubleshooting service and support for inquiries, outages, and issue resolutions

Provide a Trusted Internet Connection 2.0 compliant interconnection architecture (TIC 2.0, see http://www.dhs.gov/files/programs/gc_1268754123028.shtm )

Comply with federally mandated IPv6 requirements for public facing services (see http://www.cio.gov/documents/IPv6memofinal.pdf )

C. Security Objectives

The security objectives of this procurement are to obtain Cloud Services with the requisite Security, Confidentiality, Integrity, Availability, and Privacy levels and controls that are compliant with security and regulatory requirements defined by OMB mandate, the Federal Information Security Management Act (FISMA), and NIST security control requirements as described in Attachment 2, Information Technology Security and Privacy Requirements.

The Contractor shall also ensure conformance and compliance with all management, operational and technical security control and continuous monitoring requirements as specified by FedRAMP, a government-wide program that provides a standardized approach to security assessment, authorization, and continuous monitoring for cloud products and services.

Prior to approval for operational readiness, the Contractor shall provide (for Government review and acceptance) the complete set of Security Assessment and Authorization artifacts, as required by FISMA for the information system having a Moderate security categorization.

D. Management Objectives

The management objectives of this procurement are to obtain Cloud Services from a provider that delivers cost effective, responsive, and efficient management and customer support that:

Reduces the government’s burden related to the management of Cloud Services capabilities

Allows for controlled, real-time, on-demand, government-initiated provisioning of mailbox and other collaboration suite services

Offers comprehensive, meaningful, timely and self-explanatory invoices for managed services

Establishes a Service Level Agreement with agreed-upon service level objectives and consequences for failing to meet them

Provides agency service level managers a web-based “dashboard” that enables 24x7 near real-time monitoring and visibility of:

Cloud Services performance, service status, and key performance indicators of the system against the established SLAs and operational parameters

Meaningful reporting and analytics that provide agencies with up-to-date and comprehensive information regarding technical and management performance (summarizing projected vs. actual measures), pricing and other related issues.

E. Migration Objectives

The migration objectives are to conduct a seamless and expedited migration from current email and collaboration services to cloud-based services with minimal service disruption to day-to-day business operations, while ensuring data security and integrity:

Plan and conduct an expedited migration from the current environment to the new environment within the first 6 months of performance (or as required by the schedule) preserving data integrity and with minimal disruption to the user

Perform seamless migration, users will be without service less than 6 hours while their new email and calendar services are being established

Establish an efficient and feasible migration plan to interface with agencies’ Service Desk and other technical teams to conduct the migration, daily operations, and maintenance after migration

Deliver a training plan and associated end user and administrator training materials to support proficiency with service offerings and service management capabilities

Develop an executable exit strategy that would allow data portability to another solution or cloud platform upon contract completion/termination and that demonstrates transition readiness

III. Scope of Work

The overall scope of this acquisition is to provide hosted email and collaboration services for NIST and other Department of Commerce (DOC) Operating Units. The resulting contract will serve as a DOC-wide vehicle allowing other bureaus to leverage the chosen CECS solution. The capabilities, services, and pricing ensuing from this procurement shall be the same available to other Commerce Bureaus wanting to use this vehicle. The resulting contract will include all Cloud Computing and support services required to transition, deploy, operate, maintain, and safeguard an enterprise-wide e-mail and collaboration environment.

The service must be fully compatible with clients running the Apple OSX, Linux and Windows operating systems as well as fully compatible with Microsoft Outlook client software. The contractor shall provide continuous service to each account after it is established until the Government terminates user access or until the task order is terminated. The contractor shall work with the Government at that time to transfer all data to the Government’s chosen service and/or repository. The service must provide an end to end solution.

IV. Environment

The U.S. Department of Commerce promotes job creation, economic growth, sustainable development and improved standards of living for all Americans by working in partnership with businesses, universities, communities and our nation’s workers. The Commerce Department is comprised of 12 different agencies responsible for everything from weather forecasts to patent protection:

• Bureau of Economic Analysis (BEA)

• Bureau of Industry and Security (BIS)

• U.S. Census Bureau

• Economic Development Administration (EDA)

• Economics and Statistics Administration (ESA)

• International Trade Administration (ITA)

• Minority Business Development Agency (MBDA)

• National Oceanic and Atmospheric Administration (NOAA)

• National Telecommunications and Information Administration (NTIA)

• National Institute of Standards and Technology (NIST)

• National Technical Information Service (NTIS)

• U.S. Patent and Trademark Office (USPTO)

V. Task Order 1

The first task order under this IDIQ shall be for licenses and services for NIST. NIST enterprise email is implemented with Microsoft Exchange owned and operated by OISM. OISM supports approximately 5,600 users across 2 campuses. The main NIST campus is located in Gaithersburg, MD with approximately 4,600 users and the Boulder, CO campus is just over 1000 users. NIST is a strong supporter of flexible work schedules and provides its staff with telecommuting opportunities. Approximately 15% of NIST employees telecommute one or two days per week, either from home or telecenters.

NIST systems and email capable devices employ native Exchange protocol, IMAP, and SMTP internally to manage and distribute mail to 5,338 email mailboxes. NIST has an Enterprise Agreement with CounterTrade Products, Inc., covering NIST-wide use of Exchange, Office, Sharepoint, and the infrastructure licenses needed to host/deploy those products. The OISM supports Office 2007 and Office 2010; there may be older versions still in operation at NIST. In addition, there are over 1,000 OSX clients at NIST and hundreds of Linux clients. The Enterprise Agreement provides Office 2011 for OSX users. Linux users typically utilize the open source OpenOffice software. Owing to the diversity of client operating systems, several browsers are in use at NIST as depicted in the table below. Open source Wiki software and Microsoft SharePoint are utilized by NIST staff seeking more sophisticated collaboration features than those enabled by the NIST-wide centralized file services.

Environment NIST People

Employees 4600 NIST Boulder 700

Mailbox Type User Mailboxes 5,111

Resources (room/equipment) 227 Email Mailboxes 5,338

Mailbox size (number of GB) 7,500

Licenses Exchange Client Licenses 4,486

Exchange Server Licenses (Two Availability Sites) 20 Threat Gateway Licenses (Two Availability Sites) 4

Total Number of Servers Dedicated (Two Availability Sites) 33

Mobile Email Number of Blackberries 571 Number of iPad / iPhone 133

Other 40 Common Web Browsers

Internet Explorer X Firefox X Safari X

Chrome X

VI. Task Order 2

The second task order under this IDIQ shall be for licenses and services for the Office of the Secretary at the DOC. The Office of the Secretary at the DOC is the general management arm of the Department and provides the principal support to the Secretary in formulating policy and in providing advice to the President. It provides program leadership for the Department's functions and exercises general supervision over the operating units. OS supports approximately 1200 users at the Headquarters location in Washington, DC. OS manages 1,529 email mailboxes, including special purpose non-personal accounts which are not technically resource mailboxes. The mailbox consumption size for OS is currently 130GB out a maximum available 400GB. The Microsoft Exchange environment consists of 2 Exchange servers with approximately 1500 client licenses. Various browsers are also in use at OS, as depicted in the table below.

Environment OS People

Employees 1200 NIST Boulder

Mailbox Type User Mailboxes 1119

Resources (room/equipment) 410 Email Mailboxes 1529

Mailbox size (number of GB) 130 Licenses

Exchange Client Licenses 1500 Exchange Server Licenses (Two Availability Sites) 2 Threat Gateway Licenses (Two Availability Sites) 2

Total Number of Servers Dedicated (Two Availability Sites) 8

Mobile Email Number of Blackberries 372 Number of iPad / iPhone 50

Other 10 Common Web Browsers

Internet Explorer X Firefox X Safari X

Chrome X

As reflected in the scope of this Statement of Work, the agencies listed below may issue task orders against the IDIQ. Approximate mailbox numbers and storage are provided in the table below.

Mailboxe s

ITA

MBD

NTI

S Cens us

USPT

N O A A

Email Mailboxe s

219 600 4,30

100 373 412

19,93

13,194 ,0

Mailbox size

(number of GB)

219 600 7,50

1,10

18,30

12,500

5, VII. Specific Tasks

The contractor shall deliver user mailbox licenses and perform migration services. The base year will consist of service implementation, conversion, migration from the current Exchange 2007 environment to the new email service and operation of the new service during the remainder of the period. The option periods will consist of continuing operation of the new service.

The contractor shall perform the following tasks:

A. Optional Phase 1: Government’s Operational Readiness and Acceptance Testing

(GORAT)

The Government expects GORAT to be completed within 45 days of award. At the close of Phase 1, the contractor shall deliver to the government for review and acceptance draft Assessment and Authorization (A&A) documentation as defined in Attachment A: IT Security and Privacy, proposed solutions architecture, migration plans, and test results necessary to demonstrate a high likelihood of success for delivery of the services described in this statement of work. The Government will have 7 days to review and submit to the contractor a report identifying any deficiencies evidenced in GORAT documentation and as a result of service testing. The contractor shall have 7 days to respond to the government’s report with a corrective action plan. The Government will have 7 days for final review and acceptance of the contractor’s proposed service solution.

B. Optional Phase 2: Migration

Within 30 days of notification by the government of GORAT acceptance, the contractor shall begin migration and implementation for the Government.

C. Optional Phase 3: Steady-State Phase

Phase III will be the full implementation and steady-state operations of the cloud-based email and collaboration services.

VIII. Period and Place of Performance

The period of performance shall be from October 1, 2012 through September 30, 2017. All hosted Cloud Email and Collaboration services shall be delivered from the Service Provider’s location, while all migration efforts and training shall be performed on-site at the respective Government Agencies.

IX. Requirements for all Task Orders

A. Technical Requirements

The contractor shall provide a Cloud Email and Collaboration Services solution that aligns to the following essential functional characteristics as described below:

Messaging – Email and Calendar Requirements

• Solution provides email service that allows authorized end-users to create, send, receive, organize, manage and store e-mail messages using common protocols such as IMAP, POP and SMTP

• The solution provides the capability for storing email messages, email attachments, and allows individual users of the e-mail solution to explicitly move email messages meeting specific criteria to a designated archival location

• The solution provides robust and rapid search capability to enable end-user search across all data, including active and archived files

• The solution supports offline capabilities such as availability through connection aware web interfaces and/or non-web based clients

• The solution is capable of delivering email and calendar services to mobile devices, including but not limited to:

o Blackberry devices through a Blackberry Enterprise Server or equivalent service o Apple iOS devices through the Good Messaging Client running on the iOS device o Android devices

• The solution provides individuals with the capability to share the access and/or control of objects (such as mailboxes, calendars, schedules, contacts, tasks, etc.) with specific other users (e.g., administrative assistants)

• The solution provides the ability for authorized end-users to create, organize, and manage events and meetings. The solution allows authorized end users to identify, reserve, organize, and manage resources such as conference rooms and audio visual equipment

Collaboration Requirements

• The solution provides the capability for users to share and collaborate on files with internal users and external customers such as universities and other Federal agencies.

• The solution provides the ability to act as a file store with flexible well-organized folder and file structure for end-users

• The solution provides document co-editing features that allow users to work concurrently with internal users and external customers such as universities and other Federal agencies.

• The solution includes a suite of web-based productivity programs for spreadsheets, presentations, and word-processing

• The solution provides the ability to easily create and publish collaboration team sites

• The solution provides the ability for end-users to create groups such as project teams

• The solution provides discussion posts that can be spell checked and previewed

• The solution provides the ability to establish and maintain email lists for external and internal users that can accommodate moderated lists, lists with automatic subscriptions, lists with thousands of users that can be maintained via bulk uploads, and list archives that are available via a web-accessible interface; the solution provides the capability to have email groups based on organization and/or location.

• The solution provides the ability to host and share videos between collaborators

• The solution shall include Desktop video conferencing services that enable employees to perform visual collaboration allowing two or more locations to communicate by simultaneous two-way video and audio transmissions

Usability Requirements

• The solution shall be accessible via commonly user operating systems (Windows, OSX, iOS, Linux) and web browsers commonly used (IE, Firefox, Safari, Chrome)

• The solution possesses API for extending base functionality and/or there are additional applications or capabilities available

• The solution supports document management capabilities including browser-based upload and download of documents, version tracking, document checkout and checkin, and the ability to edit of documents in native format for Word, PowerPoint, and Excel files

• The solution provides a unified web interface to all collaboration tools

Security Requirements

• The solution must demonstrate experience achieving successful Assessment and Authorization at another Federal agency, per SP 800-53 rev. 3, at the moderate or higher level, as defined FIPS 199

• The solution shall provide services that implement and meet all security control and continuous monitoring requirements as specified by FedRAMP.

• Solution provides email services support email security controls such as spam filtering, anti-malware, file attachment blocking, email blocking and communications encryption using Transport Layer Security (TLS) session using a FIPS 140-2 validated encryption module

• The solution provides the ability to audit administrative changes and end user login activity. The solution shall also be capable of auditing, reporting and alerting on files, folders, and websites that are accessible to users outside the organization. The ability to audit and report on the sharing of files with external collaborators according to specific criteria such as user name or specific text strings in a document. The ability to audit file content for potential data leakage of personally identifiable information such as Social Security Numbers (SSN).

• The solution provides the ability to import and synchronize user accounts with the Government instance of Active Directory including functional accounts. The solution must also be capable accepting SAML asserted credentials in place of user passwords.

The solution shall also be capable of delegating account management roles to users that are not administrators (i.e., Helpdesk or end-user support staff).

• The solution shall provide mechanisms to restore lost or accidentally deleted data up to 30 days from deletion time; The solution shall provide a mechanism to transfer the ownership of files from one user to another user

• The solution shall include an e-Discovery (search and retrieval) capability across archived and active email that includes: delegating search access to specific government staff; the ability to save searches; the ability to place a hold on messages due to legal requirements; and the ability to export search results in a usable format such as .PST or .MBOX; The solution shall include the ability, upon request, to create a repository for all data and files without affecting the ability of the individual user to manage their data or files. Effectively there is an immutable copy of the account maintained while the individual continues to function normally

• The solution provides mechanism for reliably deleting data upon request by Government as well as providing evidence that the data was deleted

B. Management Approach

The Offeror shall provide a Cloud Email and Collaboration Services solution that delivers outstanding management and customer support meeting the requirements described below:

• The solution provides availability from multiple sites geographically separated in different regions to ensure on-going operational viability if one or more of the contractor’s hosting facilities is offline. The Government requires failover capability among sites such that access to services and data is continuous

• Service shall provide at a minimum 99.9% guaranteed availability (including scheduled downtime) for all offered features and functions

Government Furnished Equipment/Government Furnished Information

The Government shall not provide any Government Furnished Equipment (GFE) as part of this solution. The Government shall provide nomenclature, user accounts, and access to existing email and calendar content for the purpose of successfully accessing the current e-mail environment and conversion of data to the new solution.

Email Conversion

Any email conversion must take place using industry accepted formats and mechanisms such that no loss of data or tracking occurs. For email the End-To-End routing must remain. For documents, all original properties must be retained.

Accessibility

Requirements for accessibility based on Section 508 of the Rehabilitation Act of 1973 (29 U.S.C.

794d) are determined to be relevant. Information about the Section 508 Electronic and Information Technology (EIT) Accessibility Standards may be obtained via the Web at the following URL: www.Section508.gov.

X. Deliverables and Due Dates pertaining to all task orders

All deliverables are listed below:

Government’s Operational Readiness and Acceptance Testing Deliverables

Deliverable Due Date Government Approval and

Surveillance

Test Accounts (to validate CECS functionality and perform user acceptance testing)

7 days after award

Contracting Officer’s Representative (COR), Government assigned project manager

Testing Plan 15 days after award

Contracting Officer’s Representative (COR), Government assigned project manager

Corrective Action Plan

7 days following issuance of Government’s GORAT report