SOW COE.pdf

Statement of Work (SOW)

U.S. International Development Finance Corporation (DFC)

Project Title: Power Platform Center for Enablement

1.0 General Information

The U.S. International Development Finance Corporation (DFC) is the U.S. Government's development finance institution. DFC mobilizes private capital to help solve critical development challenges and in doing so, advances U.S. foreign policy. Because DFC works with the private sector, it helps businesses invest and expand in ways that catalyze economic growth and development to benefit some of the world's poorest citizens.

DFC, which was formed from the merger of the Overseas Private Investment Corporation (OPIC) and Development Credit Authority (DCA) division of the U.S. Agency for International Development (USAID), started work on January 1, 2020. As a result of this merger, DFC has acquired additional financing options such as the ability to invest equity and to offer grants, in addition to the traditional direct debt financing, unfunded guarantees, political risk insurance, and debt support for private equity investment funds that were offered by its predecessor programs.

DFC currently manages a portfolio of more than 1000 transactions worth more than $30 billion in more than 100 countries and operates on a self-sustaining basis at no net cost to the American taxpayer. With the agency's goal to double its portfolio to $60B by 2025, the associated increase in transaction processing functionality required by a growing staff working towards that goal, and heightened stakeholder expectations and oversight, IT transformation is required to meet the evolving mission. To aid in this transformation, DFC is maturing its infrastructure around the most effective, industry-proven best practices related to people, processes, and tools.

2.0 Background

The Office of Information Technology (OIT) is responsible for managing DFC’s IT infrastructure and application development. This Statement of Work (SOW) outlines the requirements for the development of a Power Platform Center for Enablement for the U.S.

International Development Finance Corporation (DFC). The project aims to fully evaluate DFC's existing Microsoft Power Platform (MPP) environment, then enhance via the

DRAFT

implementation of the Power Platform Center for Enablement and provide both input and guidance for ensure compliance with all Federal standards and well accepted application development best practices.

3.0 Scope

The contractor shall perform the following activities and deliverables as part of the Power Platform Center for Enablement initiative:

Governance Strategy Definition:

• Define Power Platform goals, value framework, and maturity assessment.

• Develop a resourcing model and review security and Data Loss Prevention (DLP) practices.

• Establish an environment strategy and provide recommendations.

• Finalize Power Platform roadmap and set up development, test, and production environments.

• Implement Microsoft Center of Excellence (CoE) Starter Kit (Core and Govern Solutions).

• Define roles and responsibilities using RACI diagrams and plan maker enablement.

• Conduct training sessions and workshops for various personas within DFC.

Operational Readiness:

• Align Microsoft Learning Path Training Plans to DFC personas.

• Create and distribute admin and maker knowledge articles and training materials.

• Lead training sessions on Power Platform development, UX design, and DevOps practices.

Change Management:

• Develop and execute a change management strategy to facilitate the adoption of the new Power Platform CoE.

Training and Knowledge Transfer:

• Provide comprehensive training to ensure smooth transition and enablement of DFC staff.

OIT retains the right to replace any personnel without cause or additional expense.

Any personnel the contractor offers as substitutes of key personnel shall have the ability and qualifications equal to or better than the key personnel being replaced. Requests to substitute personnel shall be approved by the COR and the CO. All requests for approval of substitutions in personnel shall be submitted to the COR and the CO at least 30 calendar days prior to making any change in key personnel. The request shall be written and provide a detailed explanation of the circumstances necessitating the proposed substitution. The contractor shall submit a complete resume for the proposed substitute, and any other information requested by the CO needed to approve or disapprove the proposed substitution. The CO shall evaluate such requests and promptly notify the contractor of approval or disapproval thereof in writing.

DFC OIT retains the right to replace any key personnel without cause or additional expense.

4.0 Service Level Agreement(s)

Will be fleshed out prior to Solicitation.

Performance Based

Objective

Performance Objective Title

Performance Goal

– Acceptable

Quality Level (AQL)

Method/Frequency of Surveillance

5.0 Deliverables

The contractor shall provide the following deliverables (not limited to):

Number Non-technical Deliverable Due Dates 1 Kick-off Meeting Within 5 days of the award date 2 Weekly Status Reports The last business day of each week (NLT 10 am ET) 3 Governance Strategy Documentation TBD 4 Power Platform CoE roadmap and implementation plan

TBD

5 Training Materials and Session Records

TBD

6 Installed CoE Starter Kit and configured environments

TBD

7 Documentation of DLP policies and security setup

TBD

8 Final report The week or project completion

For all meetings, the contractor shall be responsible for providing meeting materials, and administrative and facilitation support. Meetings shall be conducted virtually. The DFC primarily operates through MS Teams conferencing systems.

Contractor shall collaborate with the DFC federal team before scheduling any meeting or initiating any conversation with the DFC stakeholder.

Kickoff Meeting: Within five business days of award, the Government and contractor shall conduct a post-award kickoff meeting. The specific date and time must be mutually agreed upon by all parties.

Weekly Status Report: Contractor shall provide a Weekly Status Report to the DFC COR by 10 am every last working day of the week. The report shall entail current status of the project, the risks identified, issues noted, overall project status (i.e., acceptance accrual, establish date of completion).

Training Materials and Session Records: All training materials and session records shall be recorded and stored on DFC’s SharePoint for ease of access.

Final Report: The final report shall detail the project outcomes and recommendations for future enhancements.

6.0 Domestic and International Travel

Travel is not anticipated for this requirement as a part of DFC business. Contractor shall abide by DFC policies and get necessary approval for international travel with DFC Government Furnished Equipment.

7.0 Government Property/Equipment

Government Furnished Equipment (GFE) shall be furnished upon contract award.

8.0 Place of Performance

The work under this contract will be performed at DFC premises and remotely, as agreed upon with the contractor.

1100 New York Ave NW, Washington, D.C. 20527

9.0 Hours of Operation

Fulltime contracted personnel will work 8hr days. Standard business hours are 8:00am- 5:00pm EST.

10.0 Period of Performance (POP)

The award shall be a Firm Fixed Price contract. The Period of Performance for this contract is 6-8 weeks from the date of contract award.

11.0 Affordability:

The Government estimates this requirement may range in price from $150K $185K for the 8 week Period of Performance. The government has provided the range to facilitate the development of the proposals. A proposal outside of those ranges can still be determined to be acceptable if the rates proposed are less than or equal to established GWAC rates.

12.0 Security Requirements:

Personnel security clearance (PCL) requirements for Contract staff performing on this contract as outlined below (DFC shall accept interim PCLs). PCLs shall be issued by DoD and verifiable in the Joint Personnel Adjudication System (JPAS). PCL requirements are directly associated with specific duties performed in support of the contract; positions that require access to production system with system administrative privileges require a PUBLIC TRUST PCL. The Contractor shall ensure all staff, to include subcontractors and consultants (i.e.

1099) meet these security requirements.

Contractors who do not meet the PCL requirements, to include subcontractors and consultants (i.e. 1099) cannot support this contract without written approval by the Contracting Officer.

All positions designations require a PUBLIC TRUST PCL.

13.0 Accessibility Requirements (Section 508)

Section 508 of the Rehabilitation Act, as amended by the Workforce Investment Act of 1998 (P.L. 105-220), requires that when Federal agencies develop, procure, maintain, or use electronic and information technology (EIT), they must ensure that it is accessible to people with disabilities. Federal employees and members of the public with disabilities must have equal access to and use of information and data comparable to that of non-disabled Federal employees and members of the public

14.0 Billing and Invoicing

Contractors shall invoice monthly amounts.

15.0 Onboarding and Resource Distribution

Contractors shall provide resumes for all resources within 5 business days of contract start date or contract kick-off date (which ever comes later). Once DFC finalize the resources contractor must submit the security paperwork to DFC within 2 business days. Contractor shall submit the resume for the backfill within 72 hours in the event any resource was to resign DFC.

Contractor shall provide coverage in case any resource was to take leave for more than 3 consecutive days. Contractor shall have a backup resource available cleared by DFC security in case of any unexpected extended leave for more than 3 days by any resource.

16.0 Recognized Holidays

The COR shall specify whether contractors are expected to work on federal holidays. The government recognizes the following holidays:

• New Year’s Day

• Martin Luther King’s Birthday

• Presidents’ Day

• Memorial Day

• Juneteenth Day

• Independence Day

• Labor Day

• Columbus Day

• Veterans’ Day

• Thanksgiving Day

• Christmas Day

APPENDIX A: GLOSSARY OF ACRONYMS AND ABBREVIATIONS

Acronym Definition

ADD Application Development Division

App Dev / AppDev Application Development

BI Business Intelligence

CDO Chief Data Officer

Acronym Definition

COR Contracting Officer’s Representative

CR Change Request

CRM Customer Relationship Management

DBA Database Administrator

DCA Development Credit Authority

DevOps Development and Operations

DFC U.S. International Development Finance Corporation

DoD Department of Defense

EBS Enterprise Business Suite

IT Information Technology

JPAS Joint Personnel Adjudication System

LOE Level of Effort

OIT Office of Information Technology

OPIC Overseas Private Investment Corporation

PCL Personnel Security Clearance

POP Period of Performance

SDLC Software Development Life Cycle

SLA Service Level Agreement

SNOW ServiceNow

SOW Statement of Work