Sources Sought_CATMS_OSBP_Approved.docx

SOURCES SOUGHT ANNOUNCEMENT

Tracking Number 832016312 Correspondence and Task Management System (CATMS) Support Services

The Defense Information Systems Agency (DISA) is seeking sources for CATMS Support Services to the Joint Service Provider (JSP) on behalf of the Secretary and Deputy Secretary of Defense to the Army, Navy, Air Force, Marine Corps, Joint Staff, Offices of the Secretary of Defense (OSD), and other Defense agencies.

CONTRACTING OFFICE ADDRESS:

DISA/Defense Information Technology Contracting Organization, DISA Services Section (PL8331), 2300 East Drive, Building 3600, Scott Air Force Base, IL 62225-5406

INTRODUCTION:

This is a SOURCES SOUGHT ANNOUNCEMENT to determine the availability and technical capability of large businesses and small businesses (including the following subsets: small disadvantaged businesses, certified 8(a), service-disabled veteran-owned small businesses, HUBZone Small Businesses, and woman owned small businesses) to provide the required services.

The JSP is seeking information for potential sources for CATMS. The specific area or focus includes lead integration for mission application development, management, system engineering, and sustainment and support services for CATMS. CATMS is the OSD correspondence and coordination mission application that provides an integrated system and process for managing the lifecycle of official correspondence for the Secretary and Deputy Secretary of Defense. It provides OSD components and action officers the ability to generate, assign, and control internal OSD component tasks and coordination requests. OSD components use CATMS to coordinate tasks with the Military Departments and the Joint Staff. There is a classified (Secret Internet Protocol Router Network (SIPRNET)) and unclassified (Non-Classified Internet Protocol Router Network (NIPRNet)) version of CATMS. CATMS leverages the approved JSP infrastructure and works to provide seamless integration to the preferred and non-standard products applicable in the most recent version of the JSP Enterprise Architecture Standards and Guidance as well as support integration, performance testing and planning for emerging products to ensure functionality as the emerging products become standard.

The potential timeframe for this effort is for one 12-month base period and two 12-month option periods as outlined below:

Base Period: September 23, 2020 – September 22, 2021 Option Year 1: September 23, 2021 – September 22, 2022 Option Year 2: September 23, 2022 – September 22, 2023

The majority of tasks shall be performed within an approximate 100-mile radius of the Pentagon known as the National Capital Region (NCR), 1155 Defense Pentagon, Washington, DC 20301-1155. This includes designated Government facilities in the Pentagon, Pentagon-authorized swing space (located within the Crystal Gateway buildings), and established alternate site(s) internal to the NCR based on mission requirements listed below:

Pentagon 1155 Defense Pentagon Washington, DC 20301-1155

Mark Center 4800 Mark Center Drive Arlington, VA 22350

Crystal Gateway 1 (CG1) 2515 Crystal Drive Arlington, VA 22202

In addition to established alternate site(s) internal to the NCR, it is especially noted that the Raven Rock Complex – Site R is defined as being part of the NCR.

DISCLAIMER:

THIS SOURCES SOUGHT ANNOUNCEMENT IS FOR INFORMATIONAL PURPOSES ONLY. THIS IS NOT A REQUEST FOR PROPOSAL. IT DOES NOT CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A COMMITMENT BY THE GOVERNMENT. RESPONSES IN ANY FORM ARE NOT OFFERS AND THE GOVERNMENT IS UNDER NO OBLIGATION TO AWARD A CONTRACT AS A RESULT OF THIS ANNOUNCEMENT. NO FUNDS ARE AVAILABLE TO PAY FOR PREPARATION OF RESPONSES TO THIS ANNOUNCEMENT. ANY INFORMATION SUBMITTED BY RESPONDENTS TO THIS SOURCES SOUGHT ANNOUNCEMENT IS STRICTLY VOLUNTARY.

CONTRACT/PROGRAM BACKGROUND:

Contract Number: HQ0034-17-C-0104 Contract Type: Firm-fixed-price (FFP) Incumbent and their size: Accenture Federal Services, LLC, Small Business Method of previous acquisition: Sole Source Period of performance: September 23, 2017 – September 22, 2020

REQUIRED CAPABILITIES: A draft Performance Work Statement (PWS) is embedded below:

1) The CATMS team has worked to integrate the task management system into the workflow of the OSD and Washington Headquarters Services (WHS) staff, applicable JSP customers, and approved external customers to help enable a more streamlined and user-friendly tasking system with increased transparency, visibility, and accountability. In response to this sources sought notice, the contractor shall describe their experience in automating the dissemination and reporting of actions, tasks, requests for information, awards, and decorations originating from and to internal and external staff organizations.

2) The CATMS team provides support for the 6,100 Task Management Tool (TMT) licenses users; provides software services to meet the specific needs of the JSP staff in addition to providing user training for 6,100 users; and provides help desk and technical support services for the duration of the contract. In response to the sources sought notice, the contractor shall describe their experience with using TMT as well as providing software services, training, help desk, and technical support services for licensed users.

3) The CATMS team delivers specialized Tier 3 Help Desk support, system engineering support, and administration of CATMS, supporting certification and accreditation, and application delivery. This includes escalation of issues that cannot be handled at the JSP Tier 1 or 2 Service Desks.

· Perform Tier 3 helpdesk support meeting or exceeding Service Level. Agreement (SLA) expectations as tasked in the Addendum #1 of the draft Performance Work Statement.

· Deliver metrics reporting specific to this contract to support performance evaluation of contract requirements.

· Support new customer onboarding, and upgrades relevant to JSP approved optional upgrade and enhancement tasks.

· Operate with no mission critical failures within performance parameters on both NIPRNet and SIPRNet environments.

In response to this sources sought notice, the contractor shall describe their experience in using agile software development techniques that allow for quick response to Government requirements while maintaining or exceeding established service level agreements.

4) The CATMS team provides:

· Technology recommendations to facilitate the ability to achieve business objectives.

· Identifies and develop business processes and performance measures to successfully integrate the Engineering/Integration, Testing/Evaluation.

· Establish a governance process to develop and adjudicate the standards, policies, and processes needed to effectively and efficiently manage device configuration policies.

In response to this sources sought notice, the contractor shall describe their experience with developing governance and roadmap drafts for Government approval that have been integrated into larger organization governance, how the specific governance was implemented once approved, and how the Government was enforced.

5) The CATMS team supports the disposition of all records (regardless of format and classification) under the cognizance of WHS supported OSD customer organizations to comply with the regulations set forth by the Department of Defense (DoD), WHS, and the National Archives Records Administration. Using the Administrative Instruction 15, "OSD Records and Information Management Program," dated May 3, 2013, as the capstone records management regulation as the proper disposition of electronic records, the contractor shall describe their experience with performing record keeping and file management for all records generated and how they will perform this task in execution of a potential contract in response to this sources sought notice.

6) The CATMS team delivers specialized development, integration, and system engineering support for CATMS to provide lifecycle upgrades, enhancements, and customer approved requirements, with supporting certification and accreditation, and service delivery. The team has developed system engineering processes and procedures for solutions to satisfy user requirements. This includes identification and quantification of system goals, creation of alternative system design concepts, performance of design trades, selection and implementation of the best design, verification that the design is properly built and integrated, and post implementation assessment of how well the system meets (or met) the goals and validate metrics. In addition, the team implements and supports additional external connections for the Enterprise Task Service through migrations and upgrades relevant to JSP approved optional upgrades and enhancements that operate with no mission critical failures to both versions of CATMS or any other integrated applications within performance parameters on both NIPR and SIPR environments. In response to this sources sought notice, the contractor shall describe their experience enabling transparency and provide metrics to identify workflow bottlenecks, conduct workload comparisons, and create efficiencies and accountability for staff processes.

7) The CATMS team has provided surge support for unexpected events/incidents or unforeseen work that was within scope of the task order and was capable of meeting the Government’s requirement. In response to this sources sought notice, the contractor shall describe their experience and the processes taken, depending on the nature of the activity/event, to provide on-site support required during both normal working and after hours.

SPECIAL REQUIREMENTS

All contractor personnel shall be U.S. citizens, possess a final IT-II or IT-II eligibility prior to any potential contract award in compliance with the provisions of the DoD Industrial Security Manual for handling classified material and producing deliverables. The contractor shall provide their current Facility Clearance level in response to this sources sought.

SOURCES SOUGHT:

The anticipated North American Industry Classification System Code (NAICS) for this requirement is NAICS 541512, Computer Design Services with the corresponding size standard of $30M.

To assist DISA in making a determination regarding the level of participation by small business in any subsequent procurement that may result from this Sources Sought, contractors are also encouraged to provide information regarding plans to use joint venturing (JV) or partnering. Please outline how you envision your company's areas of expertise and those of any proposed JV/partner would be combined to meet the specific requirements contained in this announcement.

In order to make a determination for a small business set-aside, two or more qualified and capable small businesses must submit responses that demonstrate their qualifications. Responses must demonstrate the company’s ability to perform in accordance with the Limitations on Subcontracting clause (Federal Acquisition Regulation 52.219-14).

SUBMISSION DETAILS:

Responses should include:

1) Business name and address;

2) Name of company representative, business title, telephone number, and email address

3) Type of Small Business;

4) Commercial and Government Entity Code;

5) Your contract vehicles that would be available to the Government for the procurement of the product and/or service, to include ENCORE III, SETI, NIH, NASA SEWP, General Service Administration (GSA): OASIS, ALLIANT II, VETS, STARS II, Federal Supply Schedules (FSS) (including applicable SIN(s)), or any other Government Agency contract vehicle that allows for decentralized ordering. (This information is for market research only and does not preclude your company from responding to this notice.)

6) Current Facility Clearance Level

Contractors who wish to respond to this should send responses via email by 2:00 PM Central Time (CT) on April 29, 2020 to Ellen T. Crain, ellen.t.crain.civ@mail.mil. Interested businesses are requested to respond to this notice with a brief capabilities statement package addressing the specific questions. Submissions are not to exceed five single-spaced, 12-point type with at least one-inch margins on 8 ½” x 11” page size (all-inclusive with the exception of the title page and table of contents). The response should not exceed a 5MB e-mail limit for all items associated with the notice response. Responses must specifically describe the contractor’s capability to meet the requirements outlined in this notice. The capabilities package shall be company specific. Oral communications are not permissible. Sales brochures, videos, and other marketing information materials are not solicited and will not be reviewed.

Proprietary information and trade secrets, if any, must be clearly marked on all materials. All information received that is marked Proprietary will be handled accordingly. Please be advised that all submissions become Government property and will not be returned. All Government and contractor personnel reviewing submitted responses will have signed non-disclosure agreements and understand their responsibility for proper use and protection from unauthorized disclosure of proprietary information as described 41 USC 423. The Government shall not be held liable for any damages incurred if proprietary information is not properly identified.

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Draft PWS for Sources Sought.docx

PERFORMANCE WORK STATEMENT (PWS)

As of April 9, 2020

Contract Number:

TBD

Task Order Number:

N/A

Contractor Name

TBD

Tracking Number:

TBD

Follow-on to Previous Contract and Task Order Number:

Correspondence and Task Management System (CATMS), HQ0034-17-C-0104

1. Contracting Officer’s Representative (COR).

a. Primary COR.

Name:

Vanessa Walker

Organization:

Joint Service Provider (JSP)

Department of Defense Activity

Address Code (DODAAC):

HQ0186

Address:

7010 Defense Pentagon, Room 3B288

Washington, DC 20301

Phone Number:

703-695-2805

Fax Number:

n/a

E-Mail Address:

vanessa.e.walker2.civ@mail.mil

b. Alternate COR.

Name:

TBD

Organization:

TBD

DODAAC:

HQ0186

Address:

7010 Defense Pentagon, Room 3B288

Washington, DC 20301

Phone Number:

TBD

Fax Number:

n/a

E-Mail Address:

TBD

2. Contract or Task Order Title. Correspondence and Task Management System (CATMS) Support

3. Background. JSP requires a lead integrator and program management that will provide licenses, development, installation, configuration and maintenance support for the CATMS. CATMS is the Office of the Secretary of Defense (OSD) correspondence and coordination mission application. CATMS provides an integrated system and process for managing the lifecycle of official correspondence for the Secretary and Deputy Secretary of Defense. CATMS also provides OSD Components and action officers the ability to generate, assign, and control internal OSD Component tasks and coordination requests. OSD Components use CATMS to generate and assign tasks to the Military Departments and the Joint Staff. There is a classified and unclassified version of CATMS. CATMS must leverage the approved Joint Service Provider (JSP) infrastructure and provide seamless integration to the preferred and non-standard products applicable in the most recent version of the JSP Enterprise Architecture Standards and Guidance (Tab A) as well as support integration, performance testing and planning for emerging products to ensure functionality as the emerging products become standard. The goal is to fully integrate the task management system into the workflow of the Office of the Secretary of Defense (OSD) and Washington Headquarters Services (WHS) staff, applicable JSP customers as well as approved external customers to help enable a more streamlined and user-friendly tasking system with increased transparency, visibility, and accountability.

4. Objectives: The objectives to be supported by the CATMS are to:

a. Automate the dissemination and reporting of actions, tasks, requests for information, awards, and decorations originating from OSD/WHS to internal and external Department of Defense (DOD) staff organizations

b. Enable transparency and provide metrics to identify workflow bottlenecks, conduct workload comparisons, and create efficiencies and accountability for staff processes.

c. Use agile software development techniques that allow for quick response to government requirements while maintaining or exceeding established service level agreements.

5. Scope. Services will provide support for the 6,100 Task Management Tool (TMT) licenses users; provide software services to meet the specific needs of the JSP staff; provide user training for 6,100 users; and provide help desk and technical support services for the duration of the contract. The implementation of services will include:

Task Area 1 - Contract Management / Lead Integrator.

Task Area 2 - Application and System Engineering Service Delivery.

Task Area 3 - Knowledge Transfer and Training.

Task Area 4 - [Optional] Requirements Development.

Task Area 5 - TMT Licensing and Software Maintenance.

Task Area 6 – [Optional] Surge Support.

The Government may require surge support during the base or any option period, and surge modifications will be within the scope of the contract and provide increased support for the defined task areas of this PWS. Surge support over the life of the contract will not exceed 20% of the contractor’s total proposed cost/price for the base and all option periods, excluding any six-month extension of services pursuant to FAR 52.217-8.

· Task Area 1 - Enterprise IT Policy and Planning

· Task Area 2 - Integrated Solutions Management

· Task Area 4 - Business Process Reengineering

· Task Area 5 - Requirements Analysis

· Task Area 7 - Information and Knowledge Engineering

· Task Area 8 - Custom Application Development

· Task Area 9 - Product Integration

· Task Area 10 - Test and Evaluation

· Task Area 13 – Security Engineering Certification and Accreditation

· Task Area 15 – Computer-Telephony Integration (CTI)

· Task Area 16 – Web Services

· Task Area 17 – Operations Support

· Task Area 19 – Software

· Task Area 20 – Managed Services

6. Performance Requirements. The contractor shall provide Correspondence and Task Management System (CATMS) lead integration and management for mission application development, system engineering, sustainment and support services for the CATMS.

6.1 Task 1 - Contract Management / Lead Integrator Support Services. The Contractor shall provide Contract Management/Lead Integrator Support to include the following:

6.1.1 Subtask 1 – Contract Management. Contract Management. The Contractor shall provide Contract Management and include the following:

6.1.1.1 Provide the technical and functional activities required for integration of all tasks specified within this PWS.

6.1.1.2 Include productivity and management methods such as quality assurance, progress/status reporting and program reviews.

6.1.1.3 Provide the centralized administrative, clerical, documentation and related functions. Perform management and oversight of all activities contained within this acquisition, including controls, organizational resources, lifecycle methodology, tools, processes, subcontractor management, spend plan and communications, to meet the required cost, schedule, and performance requirements of this contract.

6.1.1.4 Execute all management activities necessary to ensure the successful delivery of services to the expected service level agreement (SLA) and system performance standards.

6.1.1.5 Maintain a fully staffed contractor team of cleared, certified, and qualified professionals.

6.1.1.6 The contractor shall provide a Contract Management Plan describing the technical approach, organizational resources and management controls to be employed to meet the cost, performance and schedule requirements throughout the contract.

6.1.1.7 Provide a monthly status report monitoring the quality assurance, progress/status reporting and program reviews applied to the contract.

6.1.1.8 Develop, maintain and deliver an Integrated Master Schedule that tracks tasks, activities, and deliverables. The contractor will deliver a draft of the master schedule within 15 days of award of contract, and within 15 days before the end of the planning phase of an approved upgrade. The Government Program Manager (GPM) will review the schedule and provide comments. A final schedule will be delivered one week after comments are received and updated weekly for all tasks, activities, and deliverables to the GPM.

6.1.1.9 Deliver a monthly update and report on the Integrated Master Plan and all deliverables to include planned delivery date, expected delivery date, and actual delivery date of previous month’s deliverables. Full details regarding any delays or outstanding issues must be provided in the update. Submit at the first weekly meeting of each month.

6.1.1.10 Within 30 days after contract award, and upon approved change to the JSP configuration management process, deliver documentation of the Configuration Management Process Integration Plan.

6.1.1.11 Conduct weekly status meetings to review the status of programs and initiatives, identify any potential risks to service availability, delays in the schedule, and identify issues to be addressed and required decisions. At the weekly status meeting and/or as directed at the monthly In Progress Review (IPR), the contractor will report on any identified vulnerabilities, software bugs, and metrics. Develop the plan of action and milestones to mitigate identified vulnerabilities or software bugs to a resolution approved by the JSP Cyber Security Center and track to approved mitigation or resolution completion.

6.1.1.12 Establish Operational Level Agreements (OLAs) and end-to-end Standard Operating Procedures (SOPs) with the JSP SharePoint and Configuration Resource Management (CRM) platform team and other applicable JSP assigned teams to ensure final products have demonstrated compatibility and interoperability with required software, software defined infrastructure, virtual machines, virtual desktop infrastructure (VDI), security appliances and identified network infrastructure which function properly together and performs per required performance thresholds.

6.1.1.13 Provide appropriately qualified staff plan to conduct the work under this contract. Deliver a staffing plan for the project identifying qualified personnel for key positions and ensuring that resources are available in a timely manner. The key positions/functions for this project are project manager, tech lead architect/developer, Engineer/Tech Troubleshooting, and Mid-Level Developer. The GPM must be notified 30 days prior to changes in key positions. Report any changes in staffing in the monthly project report.

6.1.1.14 Deliver a Transition Plan for key positions to allow for a smooth handoff of management and coordinating activities two weeks prior to change in personnel. It is important that personnel in key positions have a good understanding of the project, including project plans, ongoing initiatives, and status of their area of responsibility.

6.1.1.15 Provide support to the GPMs in informing senior leadership and others stake holders about the status of the program and/or its functionality. In support of this effort the support activities of the program to include meeting preparation and facilitation, preparing and conducting briefings, and developing options/white papers describing potential technical design and deployment alternatives.

6.1.1.16 Submit monthly invoices with the spend plan that associates expenses with tasks and/or deliverables in order to ensure accurate and timely billing. One (1) week after last business day of the month.

6.1.1.17 Deliver a Monthly Progress Report to the GPM during the last weekly status meeting of the month detailing contract performance, major accomplishments, future activities in the Integrated Master Plan, personnel changes, project spend rates and forward looking plan, execution monitoring, as well as new and open issues for discussion.

6.1.1.18 Develop the minutes of all CATMS meetings to the GPM and other stakeholders. The minutes are due to the government technical monitors within three (3) days after the meeting for approval. The contractor shall publish the meeting minutes after approval and distribute to stakeholders.

Deliverables: Contract Management Plan.

Monthly Update and Report.

Integrated Master Schedule Update.

Configuration Management Process Integration Plan.

Operational Level Agreements;

End-to-end Standard Operating Procedures.

Monthly Progress Report.

Meeting Minutes

6.1.2 Subtask 2 – Lead Integration. The Contractor shall provide Lead Integration Support Services and include the following:

6.1.2.1 Lead the integrated team to ensure governance and best practices are communicated and implemented. Provide technology recommendations to facilitate the ability to achieve business objectives. Identify and develop business processes and performance measures to successfully integrate the Engineering/Integration, Testing/Evaluation. Establish a governance process to develop and adjudicate the standards, policies, and processes needed to effectively and efficiently manage device configuration polices. Develop CATMS specific governance and roadmap drafts for government approval that integrate with larger JSP governance, implement CATMS specific governance once approved, and enforce governance appropriately.

6.1.2.2 Perform architecture leadership and strategy for the integration, testing and monitoring of CATMS. Identify, review, and assess the impact of emerging DOD/Federal/Commercial policies, directives, guidelines, DOD initiatives, governance processes, and technologies.

6.1.2.3 Provide independently acquired Contractor access to Microsoft Blue Badge expert-level labor support to integrate, govern, operate, maintain, and enhance CATMS Development Support Services task areas. The contractor shall, at contractor discretion as needed for successful contract deliverables and SLAs, provide highly trained "Microsoft Blue Badge Cardholder-support" services from Microsoft that require access rights to Microsoft proprietary (closed-source) code, which is licensed under exclusive legal right of Microsoft Corporation. The contractor shall independently acquire Microsoft software developers and product teams to leverage a variety of proprietary resources, such as tools and knowledge bases, problem resolution assistance from product developers, and access to source code when applicable to support the contract deliverables and SLAs. Deliver knowledge transfer to JSP gained through reach back to Microsoft product groups and developers. This knowledge shall be transferred through informal over-the-shoulder training, workshops and other information resources.

6.1.2.4 Deliver Certified and Accredited CATMS mission application. Develop required plan of action and milestones to mitigate identified CATMS specific vulnerabilities or software bugs to a resolution approved by the JSP Cyber Security Center and track to approved mitigation or resolution completion. The vendor is responsible for delivering a certified and accrediting CATMS, and must leverage existing JSP support contracts through the OLAs in para 5.1.1.12.

6.1.2.5 Recommend architecture related changes made to the system based on input from JSP Subject Matter Experts (SMEs) as appropriate including network diagrams and markups. Provide the final pre-decision recommendation for the government implementing of recommendations for all network and system environmental decisions related to CATMS.

6.1.2.6 Evaluate and recommend testing tools and scenarios for CATMS testing. Lead all performance and load testing conducted for CATMS. The contractor shall develop a standard testing template, testing process, build documents, and perform testing tasks from a set of approve requirements and scenarios. Provide labor to implement and operate third party tools necessary to conduct performance and load testing or leverage tools already owned by JSP approved by the GPM. Provide the labor to build scripts and scenarios to customize and leverage performance tools. Tool developed will be included, as a requirement, for knowledge sharing with JSP.

6.1.2.7 Deliver the analysis of testing data in order to performance tune the system as well as making key architectural decision recommendations to improve performance to ensure acceptable thresholds are met or exceeded.

6.1.2.8 Deliver knowledge transfer required for JSP SME has to properly monitor CATMS for system functionality and performance.

6.1.2.9 Provide a Baseline Testing Schedule that can be integrated into the Government’s Integrated Master Schedule (IMS) identifying tests, number of days for each test and environment in which the test will be conducted. Tests shall include functional testing, performance testing, regression testing, user acceptance testing, security testing and any other test required by the Government prior to integration into production systems to inform on the expected performance in the test environment or actual performance in the production environment. Implement and integrate new test tools as required to ensure functional systems within expected performance parameters. Design and execute test scripts to test all system modules and interfaces that correlate to all in-scope requirements, gaps, enhancements, and design modifications.

6.1.2.10 Develop and conduct a Test Readiness Review (TRR) for each build/sprint from a government approved, tailored TRR checklist and template to prepare for the release milestones. Provide test results that demonstrate that each requirement and business rule has been addressed in the design and tested. Provide a Test Report identifying each test scenario/function and include clear Pass/Fail test results. Open issues shall be identified with description of the issues, an impact assessment and planned resolution or workaround with timeline. The contractor shall provide Tailored Test Readiness Review Checklists.

6.1.2.11 Coordinate and support integration Test and Evaluation (T&E) by generating test plans and objectives as part of the design documentation which shall be included in the Systems Engineering Plan (SEP) and Implementation Plan. Conduct load and stress testing prior to integration of any system change. All tests shall be performed with full configuration of all Contractor and Government supplied components assigned to the test. Validate all message types used to perform stress test for all components. Test the interoperability and compliance of the system and interconnections, to include both internal and external integrations. Resulting test reports shall outline the capabilities to ensure all interface standards have been met for feasibility of re-use and are interoperable. Conduct validation and verification testing to include Unit Test and Internal Integration and Regression testing. The contractor shall provide Test Plans and Objectives, and Validation and Verification Test Results.

6.1.2.12 Ensure that the services and supporting systems(s) have been built to the specified technical, functional and operational requirements. The validation and verification process shall include requirement reviews, design reviews, code inspections, and product testing to ensure the analytics fulfill the specified requirements.

6.1.2.13 Develop a systematic approach and metrics for tracking defect rates, resolution times and release cycles, and document and implement fixes. Validate successful installation at the operational location using regression testing and track issues that arise and coordinate all solutions and/or resolution. Manage and coordinate all CATMS tasks to address issues/software discrepancies as lead system integration for current test and production environments as well as upgrades/enhancements.

6.1.2.14 Support the Government and/or third Party Contractors in the execution of Independent Verification and Validation (IV&V) events. Perform administrative logistic support, test failure analyses and lead requirements for system modifications, and resolution of any issues.

6.1.2.15 Submit Change Request (CR) prior to modification showing the purpose, background, detailed scope, and recommended change. Change Requests require approval from the Contracting Officer before proceeding.

6.1.2.16 The Contractor shall provide labor for the CATMS side maintenance, upgrades and integration support for Captiva, Bear Tracks, Document Scanners and Barcode Scanners to ensure functionality with CATMS.

Deliverables: Governance Process and Roadmap.

Monthly Status Report

Test Plans and Objectives

Validation and Verification Test Results

Baseline Testing Schedule

Test Readiness Review

Systems Engineering Plan (SEP)

Implementation Plan

6.2 Task 2. Application and System Engineering Service Delivery. As the Tier 3 support for CATMS, the Contractor shall deliver specialized Tier 3 (Product Owner), system engineering support and administration of CATMS, supporting certification and accreditation, and application delivery. Perform specialized Tier 3 support for escalation of issues that cannot be handled at the JSP Tier 1 or 2 Service Desks. Perform Tier 3 helpdesk support meeting or exceeding SLA expectations in Technical Exhibit 1. Deliver metrics reporting specific to this contract to support performance evaluation of Technical Exhibit 1 requirements. Support new customer onboarding, and upgrades relevant to JSP approved optional upgrade and enhancement tasks. Operate with no mission critical failures within performance parameters on both NIPR and SIPR environments.

6.2.1 Subtask 1 - Sustain, Operate, and Maintain. The Contractor shall provide Sustainment, Operations, and Maintenance Support to include the following:

6.2.1.1 Deliver the functional TMT and Correspondence Management Division (CMD) modules within acceptable performance and install on the Non-Secure Internet Protocol Router (NIPR) and Secure Internet Protocol Router (SIPR) test and production networks as required for each release. CATMS page response times shall be within 10 seconds for action and tasker page loads and no more than 20 seconds for action and tasker creates. The contractor will devise a test plan and protocols to prove and document performance standards are within acceptable tolerances on an aggregate monthly basis for peak periods (typically 0900-1000 and 1300-1400) with daily samples; and track metrics over a rolling one year period to indicate the health of the integrated systems that comprise CATMS based on cross referencing user volume, system statistic and response times over time.

6.2.1.2 Monitor and perform system modifications and upgrades to the test and production systems as a result of delivered enhancements, preventive or corrective maintenance. Recommend and document corrective actions for system improvements to include security, stability, capacity, throughput, and performance.

6.2.1.3 Manage, maintain, and install approved CATMS/TMT specific patches, updates, changes, and new capabilities/baselines to the test and then production environments. Provide CATMS specific software operations, maintenance & sustainment for the continued optimal systems performance of CATMS in the test and production environments.

6.2.1.4 Conduct trend analysis on the system to aid in the prevention of degradations and outages as well as recommend configuration/administration changes to the Government based on the continuous monitoring of the system. Use JSP formal change configuration management process that tracks hardware and software configuration, code changes, version control, software defects (bugs), and metrics to address software discrepancies. No updates or changes shall be made without JSP Enterprise Resource Control Board (ERCB) approval.

6.2.1.5 Provide a daily System Status Report for CATMS to include current operations status, ASI’s, unscheduled outages, Hazardous Conditions (HAZCONs), and other CATMS application status data as requested by the Government.

6.2.1.6 Maintain an Incident and change management Log by using JSP approved ticket management system in accordance with the Joint Nuclear Operations Center Support Center (JNOSC) Incident Management SOPs. All trouble calls shall be logged and tracked through resolution in the government approved automated information system to meet or exceed SLAs. Lead and/or provide input for CATMS after action reports for all CATMS outages or degradations as applicable.

6.2.1.7 Provide active dormant account management, tracking usage metrics for TMT licenses to ensure the client base does not exceed authorized licenses and provide the status at the weekly meeting. Ensure that there is coordination with Senior Executive or Flag Officer offices before disabling or deleting the accounts.

6.2.1.8 Analyze the impacts of third party vendor provided updates and upgrades to the system and programming solution. Make recommendations to minimize or eliminate risk.

6.2.1.9 Provide business analyst support to customer base representatives, when approved by the GPM, to include Very Important Person (VIP) help sessions to support use of CATMS or use of CATMS to support process.

6.2.1.10 Provide senior leadership and customer communications on the status of CATMS, required metrics as well as upgrades and improvements scheduled.

6.2.1.11 Provide customer development requirement intake processing as applicable. Collect requirements, and provide scope for level of effort, quotes for the development.

6.2.1.12 Lead and/or participate as required in cross-functional teams to respond to CATMS outages for incident response. Provide after-hours support outages until restoration of service is verified and approved. Develop draft after action reports for all CATMS outages in coordination with other cross-functional teams as applicable.

6.2.1.13 Assist 1st Tier and 2nd Tier with updating documentation to reflect changes to the operational system, to include related SOPs and knowledge transfer.

6.2.1.14 Develop automated scripts to mitigate re-occurring known errors, or eliminate the known error altogether. The vendor is responsible for the SLAs and deliverables of this contract. If access is requested to accomplish this requirement and cannot be provided to execute independently, the vendor is required to establish OLAs and SOPs in para 5.1.1.12 to ensure proper functionality within expected tolerances.

6.2.1.15 Support existing external connections through Enterprise Task Service (ETS).

Deliverables: Performance Test Plan and Protocols

System Status Report

6.3 Task 3 - Knowledge Transfer and Training. CATMS knowledge transfer is required to properly document and transfer support knowledge to the GPM designated support personnel after each release as required. The contractor shall conduct a transfer of technical support knowledge for CATMS releases to JSP engineers and supporting system administrators. The GPM has final decision authority of the release scope definition (major, minor) and the recipients of the knowledge transfer.

6.3.1. Subtask 1 - Knowledge Transfer. The Contractor shall provide the following knowledge transfer:

6.3.1.1 Update documentation for troubleshooting procedures CATMS after each release.

6.3.1.2 Train JSP personnel in CATMS system maintenance changes at each major release or minor release that requires SOP changes.

6.3.1.3 Provide modified product installation, configuration files and release notes for the CATMS CMD code/execution file with new builds/releases with each release when changes are made to CATMS.

6.3.1.4 Conduct CATMS design reviews and code walk through sessions of CATMS for custom code and interfaces at a minimum before and/or each major release and at end of contract during phase out.

6.3.1.4.1 Conduct design reviews and code walk through sessions, as requested by the GPM, before and/or after any minor release of CATMS unique code and interfaces using the design documentation.

6.3.1.5 Deliver to the GPM documents listed below, as a part of continual product improvement or initial product delivery, at minimum quarterly as applicable for preceding changes:

6.3.1.5.1 User manuals and Computer Based Training Module;

6.3.1.5.2 Installation, configuration, and administration guides;

6.3.1.5.3 Procedures to be run for regression test purposes to determine if CATMS is working properly with JSP environment (smoke test checklist);

6.3.1.5.4 Update test plan and test procedures including scenarios from any changes;

6.3.1.5.5 Version descriptions document;

6.3.1.5.6 Design and risk assessment documents, build scripts, as required.

Deliverables: N/A

6.3.2 Subtask 2 - CATMS Training. The Contractor shall deliver user training on the CATMS in a variety of online formats. In support of this effort, the contractor shall:

6.3.2.1 Deliver an updated training plan outlining the approach within10 days of contract award and within 15 days before the end of the planning phase of an approved major upgrade. The government technical monitor will review the plan and provide comments. A final plan will be delivered one week after comments are received and updated weekly for all tasks, activities, and deliverables. This plan will include delivery of documents and reusable training materials, train-the-trainer material, one-on-one VIP desk-side training.

6.3.2.2 Deliver reusable training materials to train users on up-to-date system capabilities initially before major upgrades, including full-length training videos, just-in-time training snippets and updates for all releases, as well as quick guides and updates for all releases. Training materials will be delivered to the government technical monitor, and loaded on to training website.

6.3.2.3 Update SCORM-compliant computer-based training (CBT) module to work within OSD’ s iCompass learning management system and is compliant with DOD Standard 508 of 29 U.S.C 794d, ensuring accessibility for disabled people. The CBT training material shall ensure Action officers responding to tasks and advanced users are able to utilize system to its full capabilities. Deliver updates to the CBT within one month of a major release.

6.3.2.4 Conduct training sessions as requested and approved by GPM (limited to 300 Hrs.), for CATMS users including desk side training. Attendees at the end of each class must complete a customer satisfaction survey. An overall customer satisfaction rating of 95 percent satisfied or higher must be achieved.

Deliverables: Training Plan

Training Materials

Computer-based training (CBT) module

6.4 Task Area 4. Records Management: The Contractor shall support the disposition of all records (regardless of format and classification) under the cognizance of customer organization to comply with the regulations set forth by the DOD, WHS, and the National Archives Records Administration (NARA). In accordance with Administrative Instruction 15, "OSD Records and Information Management Program," dated 3 May 2013, shall be the capstone records management regulation that the contractor shall use for the proper disposition of electronic records. The Contractor shall perform record keeping and file management in agreement with (IAW) the following items for all records generated in execution of this contract.

6.4.1 The Contractor shall treat all deliverables under the contract as the property of the U.S. Government for which the Government Agency shall have unlimited rights to use, dispose of, or disclose such data contained therein as it determines to be in the public interest.

6.4.2 The Contractor shall not create or maintain any records that are not specifically tied to or authorized by the contract using Government IT equipment and/or Government records.

6.4.3 The Contractor shall not retain, use, sell, or disseminate copies of any deliverable that contains information covered by the Privacy Act of 1974 or that which is generally protected by the Freedom of Information Act.

6.4.4 The Contractor shall not create or maintain any records containing any Government Agency records that are not specifically tied to or authorized by the contract.

6.4.5 The Government Agency owns the rights to all data/records produced as part of this contract.

6.4.6 The Government Agency owns the rights to all-electronic information (electronic data, electronic information systems, electronic databases, etc.) and all supporting documentation created as part of this contract. Contractor must deliver sufficient technical documentation with all data deliverables to permit the agency to use the data.

6.4.7 The Contractor agrees to comply with Federal and Agency records management policies, including those policies associated with the safeguarding of records covered by the Privacy Act of 1974. These policies include the preservation of all records created or received regardless of format [paper, electronic, etc.] or mode of transmission [e-mail, fax, etc.] or state of completion [draft, final, etc.].

6.4.8 No disposition of documents will be allowed without the prior written consent of the "Government office in charge of oversight effort" or the "program office the contractor is assigned to". The Agency and its contractors are responsible for preventing the alienation or unauthorized destruction of records, including all forms of mutilation. Willful and unlawful destruction, damage or alienation of Federal records is subject to the fines and penalties imposed by 18 U.S.C. 2701. Records may not be removed from the legal custody of the Agency or destroyed without regard to the provisions of the agency records schedules.

6.4.9 The Contractor is required to obtain the Contracting Officer's approval prior to engaging in any contractual relationship (sub-contractor) in support of this contract requiring the disclosure of information, documentary material and/or records generated under, or relating to, this contract. The Contractor (and any sub-contractor) is required to abide by Government and Agency guidance for protecting sensitive and proprietary information. The contractor shall provide NARA Records Transfer and Packaged Electronic Records.

6.5 Task Area 5 – TMT Software Assurance. The contractor shall provide, track, and maintain TMT license support of up to 6100 user for all CATMS COTS components and provide TMT software service and maintenance support. TMT product maintenance includes access to TMT Technical Support Help Desk, access to the latest version of TMT software, documentation, and training materials.

6.6 Task Area 6 [OPTIONAL] – Requirements Development. The Contractor shall deliver: specialized development, integration and system engineering support for CATMS to provide lifecycle upgrades, enhancements and customer approved requirements, with supporting certification and accreditation, and service delivery. Develop system engineering processes and procedures for solutions to satisfy user requirements. The task shall include identification and quantification of system goals, creation of alternative system design concepts, performance of design trades, selection and implementation of the best design, verification that the design is properly built and integrated, and post implementation assessment of how well the system meets (or met) the goals and validate metrics. Implement and support additional external connections (Enterprise Task Service – ETS), migrations and upgrades relevant to JSP approved optional upgrades and enhancements that operate with no mission critical failures within performance parameters on both NIPR and SIPR environments. The Contractor shall provide the following:

6.6.1 Subtask 1 - Support funded customer development delivery. Perform system requirements analysis and provide functional and engineering requirements. Perform system requirements analysis consisting of a structured approach to translate users’ needs into a technical system, product definitions as well as functional and engineering requirements. Conduct analysis, identify “as-is” and “to-be” processes, collect relevant data, information and documentation to formulate and implement a solution or recommendation. This analysis shall include generation of technical performance measures and the outlining of test and evaluation objectives. Conduct surveys, interviews and research to develop solution strategies for alternative opportunities. As required assist to develop business cases or feasibility studies to justify IT investment initiatives. These analyses shall include a case for action, analysis of business requirements, analysis-of-alternatives, functional analysis, technical solutions, risk analysis and economic analysis including a rough order of magnitude and costs for comparing various options. Address the feasibility of developing standards or offer an alternative approach for capabilities that cannot be delivered through a common, industry-based standard.

6.6.1.1 Once approved and funded: build the requirement to meet CATMS governance standards and ensure that it is 508 compliant, and integrates with third party Commercial-off-the-Shelf (COTS) when applicable. Manage the development project and maintain the integrated project schedule. Use approved JSP code repository to maintain proper change control for all code, requirements, and test scripts. Utilize contractor-maintained CATMS development domain/test environment and cooperate with the CATMS owning organization to ensure systems are properly deployed and supported, in keeping with Software Development Lifecycle as required by the government. Build prototypical solutions that convey the technological direction, and provide an external vendor’s proof of concept for future iterations. The Contractor shall fulfill Task Area 4 as a completion effort that requires delivery of specified end-products with service delivery, integration and testing protocols required in all task areas of this PWS.