SOW--NSF Civil Rights - v2.pdf

National Science Foundation

Office of Diversity & Inclusion (ODI)

Statement of Work

I. Project Title: NSF Civil Rights Case Management System

II. Period of Performance: Date of Award through 60 days

III. Background or Overview (Describe in detail the project or task objectives and requirements. Describe the desired end results without telling the contractor “how to” achieve the desired results.)

NSF requires commercial off-the-shelf (COTS) case management software and modules in support of the Office of Diversity and Inclusion. ODI is currently leveraging dated manual processes that are inflexible and time-consuming, impeding ongoing efforts to efficiently comply with Federal Regulations involving:

a) The promotion of equal opportunity and awardee compliance; as well as

b) Complex Civil rights cases. The entellitrak Civil Rights solution organizes the management of all these elements.

IV. Scope of Work, and Acceptance Criteria

(a). (Describe in detail what work the Contractor will perform. Identify all tasks, work elements and objectives of the SOW, and timeline for completion of the major elements of the project.)

In addition to the integrated software solution, Professional Services hours will be required to configure the overall solution so it is acceptable to the subject matter experts that use the system.

The products needed include:

• entellitrak Civil Rights case management platform

• entellitrak Report Builder and Help Module

• entellitrak efile Module

• Project management, requirements analysis, and implementation services to deliver the required software

(b). Acceptance Criteria – (Describe the document(s) to be used by NSF to determine acceptance of the services and/or deliverables provided under the SOW.)

The product needs to efficiently capture case and investigation data from multiple sources through

• a secure, web-based interface (Internal User Portal)

• efile (External User Portal)

V. Timeline and Period of Performance - The period of performance for this project will start upon Date of Award and the completion of the work tasks is estimated to not exceed 120 days.

VI. Place of Performance – The work will be performed at contractor’s site, and system will reside in contractor’s FedRAMP Certified Hosting Environment.

VII. Special Requirements – (Such as security clearances, travel required, special skills or knowledge). N/A

VIII. Contractor Staff, Roles and Responsibilities – (Identify contractor staff that are key to the overall project (e.g., Project Manager, Analyst, Statistician). Prior to contract award, the names of key individuals will be inserted in the resulting contract by DACS.

Describe in detail their roles and responsibilities (If applicable).)

Key Contractor Staff:

Business Analyst—System Analysis and Requirements Gathering entellitrak Application Engineer—System Configuration and Implementation

Project Manager—Technical Lead to ensure Deliverables and Timeframe

IX. Agency Staff, Roles and Responsibilities – (Identify Agency staff who will be involved and describe in detail their roles and responsibilities.)

NSF will identify all IT personnel necessary to support this effort and will ensure that those personnel will be available during analysis, testing, and deployment. NSF will additionally ensure that Tyler Federal project personnel have reasonable access to designated NSF personnel.

NSF will also identify a Project Manager to act as the principal NSF point-of-contact for this effort.

X. Reporting Requirements – (Describe any special reporting requirements, the frequency, identify who should receive the reports and the number of copies, e.g.

Work Plan, Quarterly Reports, Progress Reports, etc.)

Tyler Federal shall send all reports to the NSF COR.

XI. Government Furnished Property (GFP) – Describe any GFP to be provided by the

Government. Include the Serial #, Decal #, description of the item, the condition of the item (new, used, etc.) value and the number of items. N/A

XII. Schedule and Milestones – (Include any special schedule that the contractor will be expected to meet during contract performance. Provide the dates.)

(a) Tyler Federal will schedule an initial kickoff meeting between Tyler Federal and NSF.

Tyler Federal will provide an Installation Project Plan, which will outline deliverables and deadlines for both Tyler Federal and NSF. The Installation Project Plan must be accepted and signed by both Tyler Federal and NSF before Tyler Federal performs any migration, installation, or configuration services.

(b) Upon delivery of each deliverable, NSF will have up to three (3) business days to provide feedback. If no feedback is received, the deliverable will be considered accepted and complete. Any feedback provided within those business days will be reviewed and incorporated, as appropriate and agreed upon by both parties. This cycle of review/acceptance will occur no more than two (2) times for each deliverable.

XIII. Deliverables – (Describe in detail what deliverables the Contractor will produce under the project and the due date(s). Please see the example below:

Deliverables Due Date

Assessment of Configuration Progress NTE 60 days after award

Final Deliverables – Written Report on System

Implementation

NTE 210 days after award