Loren Data's SAM Daily™

FBO DAILY ISSUE OF AUGUST 06, 2004 FBO #0984
SOURCES SOUGHT

R -- Business Managment Modernization Program Transformation Consulting

Notice Date

8/4/2004
 

Notice Type

Sources Sought
 

NAICS

541611 — Administrative Management and General Management Consulting Services
 

Contracting Office

Other Defense Agencies, Defense Finance and Accounting Service, Acquisition Services, Arlington, 1931 Jefferson davis Highway, Crystall Mall 3, Room 905, Arlington, VA, 22240
 

ZIP Code

22240
 

Solicitation Number

DSAM40458
 

Response Due

8/10/2004
 

Archive Date

8/25/2004
 

Point of Contact

Mark Gaillard, Contracting Officer, Phone 703-602-4894, Fax 703-607-1573, - Mark Gaillard, Contracting Officer, Phone 703-602-4894, Fax 703-607-1573,
 

E-Mail Address

mark.gaillard@dfas.mil, mark.gaillard@dfas.mil
 

Description

The Government is seeking sources for a single high level expert who can meet the following requirements. Interested vendors meeting the requirements and possessing the ability to accomplish all state tasks should furnish their business information to the Contracting Officer, Mark Gaillard via e-mail at mark.gaillard@dfas.mil NOT LATER THAN 11 AUGUST 2004. 1.0 Background The Department of Defense (DoD) is has begun an enterprise-wide transformation to improve its business and financial management operations. Goals of this transformation include: (1) sufficient visibility over information concerning resources to achieve an Unqualified Audit Opinion on the 2007 consolidated financial statement; (2) sufficient visibility and understanding of functions needed for improved business operations to rationalize and optimize investments in systems and Programs; and (3) sufficient visibility and understanding of the end-to-end processes needed for improved business operations to identify business process re-engineering initiatives that will ensure optimum business processes across the Department. By achieving these goals, DoD will leverage resources applied to business operations and increase resources available to support the war fighter and intelligence communities. To assist the Department in achieving this goal, the Secretary of Defense established the Business Management Modernization Program (BMMP), which is leading the transformation. The BMMP is co-chaired by the Department?s Under Secretary, Comptroller (OUSD (C)) and Assistant Secretary for Networks Information Integration (NII)/Chief Information Officer (CIO). 2.0 Objectives The overall objective is to assist the Director, Business Modernization Systems Integration (BMSI), in creation of, and monitoring execution of, an integrated business transformation plan for DoD, focused on those functional priorities represented in the BMMP Increments. This overall business transformation plan will be focused on capabilities required by the Department, and the associated policies, procedures, processes, and information technology (IT) systems and interfaces. The requirements and objectives of this statement of work (SOW) are to provide critically needed senior executive advice, counsel, and recommendations to formulate, monitor, assess, evolve and adjust the overall Department?s Business Transformation Strategy, the strategy planning framework and the corresponding implementation approach. The Contractor?s executive recommendations and advice shall cover and provide the necessary continuity through the critical phases of transformation including: (1) strategy definition, (2) approach formulation, (3) capability roadmaps and corresponding implementation approach and guidance, and (4) transformation evolution monitoring, adjustment and corrections as needed. 3.0 Scope To accomplish the requirements and objectives of this statement of work, the Contractor is expected to analyze, review, and assess ongoing, planned or proposed initiatives, projects, programs and other actions by various offices of the Office of the Secretary of Defense (OSD) and the DoD Components. To perform the analyzes, reviews, and assessments, the Contractor shall contact and meet with appropriate senior executives, their staffs and support contractors; attend and participate in meetings, work groups, and task forces with both Government and other contractor personnel; review existing and proposed policies, processes, and procedures; make policy, process and procedure recommendations; review Government and contractor proposed documents and memorandums; and review the development of short term and long term solutions to achieve the objectives of this SOW. The Government will facilitate Contractor access to the heretofore-listed sources of information. 4.0 Tasks The Contractor?s ?Tasks and Deliverables Plan? and specific deliverables, as described in Section 5, shall include one or more of the tasks listed below to cover the intended SOW scope as required for each particular stage of the performance of the work and in accordance with the priorities determined by the BMMP Senior Executive Leadership. Task List: 1. Participate in work sessions and meetings to gather information on which to complete assessments and recommendations in matters related to SOW objectives. 2. Inventory current transformation targeted initiatives in OSD, Army, Navy, Marine Corps, USAF and DFAS, DISA, DLA, TRANSCOM, NII and BMMP Domains. 3. Formulate a preliminary, high level Business Transformation approach. 4. Review key transformation initiatives, identified during execution of Task 2, critical for success of the transformation approach documented as part of Task 3. 5. Facilitate and coordinate discussion and feedback on the high level Transformation approach. 6. Provide an impact analysis of the Net Centric Warfare demands on the business transformation approach. 7. Provide an impact analysis of the Department?s Unqualified Audit Opinion requirements on the business transformation approach. 8. Provide an impact analysis of the Global Information Grid (GIG) and related Net Centric Enterprise Services (NCES) strategy on the business transformation approach. 9. Provide an impact analysis of the Portfolio Management and System Assessment requirements on the business transformation approach. 10. Formulate consolidated (including outcome of Tasks 4 ? 9) DoD Business Transformation Strategy and Approach. 11. Determine key elements to achieve the overall strategy (Task 10) and identify dependencies and interaction. These elements would include DoD enterprise strategies, BMMP Domain strategies, Service Strategies, Component strategies, and associated portfolios and transition plans. 12. Define and formulate a ?Capabilities Roadmap? for business management operations and support. Include this roadmap as a key element (related to Task 11) of the overall transformation strategy and in support of GIG NCES strategy. 13. Facilitate understanding and awareness of the DoD Strategy (related to Tasks 10, 11 and 12) across the key constituencies of the Department (OSD, Domains, Services, and key Agencies). 14. Provide support and advise on the necessary liaison, coordination, and integration of transformation activities across the Department and document these as part of the overall Department?s transformation strategy (related to Tasks 11, 12 and 13). 15. Evaluate current initiatives and provide recommendations regarding system assessment and portfolio management in regard to overall alignment with the Department?s Business Transformation Strategy. 16. Advise and recommend an approach to align the Transition Plan with the Capabilities Roadmap approach (related to Tasks 11,12 and 15) and in support of GIG-NCES strategy. 17. Formulate a business management operational (virtual integration) platform in support of the NCES strategy and Capability Roadmap. Include this platform as an element of the overall transformation strategy (related to Tasks 10, 12, 16). 18. Formulate a business domain platform infrastructure (related to Task 17) and logic level architecture that supports the NCES strategy. 19. Advise on suitability of Governance Models to achieve Transformation Strategy implementation (related to Tasks 13, 14, 15, 16). 20. Advise on the required Community of Interests, COIs, for the business Domain in support of the NCES strategy and the Capability Roadmap and Transition Plans. 21. Advise on a Business Strategy implementation monitoring approach, tool and procedure (related to Task 19). 22. Determine and provide recommendations for the necessary evolution and adjustment of the overall business transformation strategy and its elements. 5.0 Deliverables 5.1 Tasks and Deliverable Plan (monthly) Five (5) business days prior to the end of each month, the Contractor shall submit an updated ?Tasks and Deliverables Plan? for the upcoming month and quarter. The plan will include a deliverables update and detailed plan for the upcoming month. The Government will have five (5) business days to review and approve this Plan or to request changes to the Plan. Once changes have been applied, this plan will be considered approved once requested changes have been applied. This task and deliverable plan will specify the level of detail and depth for the specific deliverables for upcoming Transformation Monthly Reports and Transformation Quarterly Consolidated Reports. 5.2 Transformation Monthly Report (monthly - starting 45 days after contract award for a total of 11 reports) Forty-five (45) days after contract award the Contractor shall submit the first of eleven (11) Transformation Monthly Reports. The nine subsequent reports will be submitted monthly five (5) days after the close of the month and the final report will be submitted on the last day of the 12th month of the contract, unless the contract is renewed for another option year, in which case it will be due within 5 days after the close of the month. These Transformation Monthly Reports will be in the form of briefings, presentations and/or issue papers, recommendations, and research papers, as appropriate. The Transformation Monthly Reports will summarize analytical, review and assessment work performed as well as advice and recommendations. The Contractor shall submit these deliverables in Microsoft Office PowerPoint, Excel or Word documents. 5.3 Transformation Quarterly Consolidated Reports The Contractor shall summarize analysis, research, and recommendations in Transformation Quarterly Consolidated Reports. The first of these shall be due ten (10) days after the close of the third month following contract award. Two (2) subsequent reports shall be due ten (10) days after the close of the following two contract quarters. The final Transformation Quarterly Report is due on the last day of the twelfth month of the contract, unless the contract is renewed in which case it is due within 10 days of the close of the quarter. There will be four Transformations Quarterly Reports. Each Transformation Quarterly Report will summarize the previous Transformation Monthly Reports and add advice, recommendations and strategies gleaned from accumulated research, ongoing technological developments, evolving strategies, and lessons learned. The quality and utility of the deliverables depend on the essential experience and skills described in the Section 13, ?Required Contractor Experience and Skills?. The Contractor must consider during the development of each deliverable the relevant factors of each particular task in Section 4 as they relate to three macro dimensions of the overall Transformation Strategy: 1. Net Centric Warfare Doctrine and its demands on business management and support; 2. Unqualified Audit Opinion requirements on operational processes and information exchanges; and 3. Compliance and support of Net Centric Enterprise Services Strategy. Furthermore, the Deliverables related to a task must also include consideration of the possible relevant impact on the key Transformation Strategy elements: 1. Domain Strategy; 2. Components Strategy; 3. Capabilities Roadmap; 4. Portfolio Management; and 5. Transformation Tools. As described above, deliverables in the form of assessments, opinions, or recommendations, will be summarized and delivered as eleven (11) ?Transformation Monthly Reports? starting 45 days after the Contract start date. The Contractor shall also deliver four (4) ?Transformation Quarterly Consolidated Reports? with a consolidated analysis and recommendations based on the respective monthly reports and any additional research results or insights. 6.0 Contracting Officer?s Representative (COR) TBD 7.0 Period of Performance The period of performance is one (1) year from date of contract award with three (3) Option years. Each option year will be executed by mutual agreement between the Government and the Contractor 90 days prior to the termination of each one-year period. The four-year combined base and option years are intended to cover the critical phases necessary to accomplish the objectives of a multi-year DoD business transformation. Therefore, the Contractor shall provide the necessary continuity through the phases of: 1. transformation strategy definition; 2. approach formulation; 3. Capability roadmap methodology definition; 4. roadmaps implementation approach and guidance; 5. transformation implementation monitoring; and 6. transformation strategy adjustment and evolution as needed. 8.0 Place of Contract Performance The work is to be performed at Government facilities in Crystal City, DD Form 254 is attached for access to Crystal Square 4. Access to Government facilities required for completion of tasks would be coordinated with the BMMP Program Management Office (PMO). Primary locations will be the BMMP PMO in Arlington, VA. Travel will be approved in advance by the COR and reimbursed at cost, in accordance with the Joint Travel Regulations (JTR). 9.0 Government Furnished Resources (GFR) The Government will provide the required equipment, supplies, materials and services as well as necessary telephones, facsimile, and copying supplies. The Government will provide office space for Contractor use at the BMMP PMO site in Arlington, VA. 10.0 Travel Travel costs will be billed separately on a reimbursable basis on individual delivery orders. Local travel, including to and from the Defense Finance and Accounting Service (DFAS) Headquarters located in Arlington, Virginia as well as in the surrounding Washington DC area, performed in the course of this delivery order is to be considered the cost of doing business and will not be reimbursed as a direct charge to this effort. 11.0 Security Requirements The Contractor requires access to Government workspaces and shall complete a National Agency Check (NAC). If an emergency situation exists, and the Contractor requires access to the Government workspace in advance of completing the NAC, the Contractor may begin work with a waiver from the COR. Completion of submission requirements for the NAC is required for waiver approval. When visiting any Government facility in conjunction with this order, the Contractor shall be subject to the standards of conduct applicable to Government employees. Site-specific approval regarding access, issue of security badges, etc. will be coordinated as required. The Contractor should be aware at all times of any unusual persons or packages in their work area and immediately report those to the building security staff. If the Contractor becomes aware of any person seeking unauthorized access to classified materials, the Contractor should immediately report this to the COR. The Contractor may be required to have access to highly sensitive and confidential plans to complete required analysis and recommendations. The Contractor shall not divulge any information about DoD activities or functions, or any other knowledge that may be gained, to anyone not expressly authorized by the COR. The Contractor shall keep confidential any proprietary information received by DoD from other contractor sources. The Contractor shall be required to sign a non-disclosure agreement. The Contractor must have the proper authority and ?need-to-know? prior to any discussions involving classified or sensitive information. The Contractor shall observe and comply with the security provisions in effect within OSD. The Contractor shall notify the COR of any situation which, in the Contractor?s judgement, potential for OCI may exist so that the COR and the Contractor can take appropriate action to mitigate the OCI risk. 12.0 Special Terms and Conditions The Contractor selected for this effort may be precluded from participation in future solicitations related to this requirement by the Contracting Officer. These would include solicitations: (a) In which the Contractor shall have an unfair competitive advantage because of his/her work under this SOW; or (b) To provide systems (or major system components) for which: (i) the Contractor provided systems engineering and technical direction; or (ii) the Contractor assisted in the development of specifications or SOWs. Unless the Government and the Contractor first establish proper safeguards to ensure objectivity, the Contractor shall not provide assistance in technical evaluation under this SOW for any procurement action in which the Contractor?s conclusions may be biased. Examples include situations where the Contractor?s own products or services, or products or services that compete with the Contractor?s own products or services, are among those to be evaluated. 13.0 Required Contractor Experience and Skills The Contractor must be experienced and knowledgeable with the key, current BMMP activities and strategies and must have experience in working collaboratively with the Department?s transformation Senior Executive Officers. The Contractor should have extensive experience working in business transformation initiatives with large, commercial, multinational enterprises that exhibit similar, complex challenges to those facing DoD and its business transformation. This transformation experience is needed to provide best practices and serve as a reference for the objectives of this SOW. Likewise, the Contractor must have experience in the planning and application of leading edge technologies, commercial-of-the-shelf (COTS) solutions and architecture development necessary to support business transformation to promote Net Centric Enterprise Services Strategy and IT infrastructure optimization as an important foundation for the Department?s transformation execution. Furthermore, the Contractor must have knowledge and involvement with Net Centric Warfare-related projects or programs to determine their potential impact on business management and support operations.
 

Place of Performance

Address: Crystal City, Arlington, VA

Zip Code: 22240

Country: USA
 

Record

SN00637090-W 20040806/040804212640 (fbodaily.com)
 

Source

FedBizOpps.gov Link to This Notice
(may not be valid after Archive Date)

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