SOURCES SOUGHT
D -- MOMENTUM Help Desk Support Services - Requirement document
- Notice Date
- 6/9/2009
- Notice Type
- Sources Sought
- NAICS
- 541511
— Custom Computer Programming Services
- Contracting Office
- Securities and Exchange Commission, Office of Acquisitions, Operations Center, 6432 General Green Way, MS 0-20, Alexandria, Virginia, 22312-2413, United States
- ZIP Code
- 22312-2413
- Solicitation Number
- MOMENTUM_Support
- Archive Date
- 6/30/2009
- Point of Contact
- Debbie M. Miller, Phone: 202.551.8254, Rob Sudhoff, Phone: 202-551-8366
- E-Mail Address
-
millerd@sec.gov, sudhoffr@sec.gov
(millerd@sec.gov, sudhoffr@sec.gov)
- Small Business Set-Aside
- N/A
- Description
- Document that explains the actual services needed. THIS IS A SOURCES SOUGHT NOTICE only for on-site technicians and help desk support services for the SEC’s core financial management system, MOMENTUM Financials Plus, Version 6.1. OFFERS OR PROPOSALS WILL NOT BE ACCEPTED FOR THIS NOTICE. THIS IS NOT A PRESOLICITATION OR SOLICITATION. This sources sought notice is for informational and planning purposes only. It is not to be construed as a commitment by the Government. The Government does not intend to award a contract on the basis of this notice or otherwise pay for the information solicited. Respondents shall be responsible for all costs associated with the information submitted in response to this notice. Scope The SEC intends to obtain a two-tier helpdesk by contracting for three (3) full time equivalent (FTE) on-site technicians to perform Tier 1 and three FTE on-site technicians to perform Tier 2 functional, business, and help desk support services in support of the SEC’s core financial management system, Momentum Financials Plus, Version 6.1. Background. The SEC currently has approximately 200 nationwide users of its’ financial system. In addition to the core modules, the SEC utilizes the following additional modules: 1.Fixed Assets; 2.Travel Accounting; and 3.Project Cost Accounting System (PCAS). This is scheduled to go live in FY 2010 Financial data is transmitted to Momentum via several interfaces. The list below includes both current interfaces and those planned for the 2009/2010 timeframe: PLEASE SEE ATTACHMENT – REQUIREMENTS DOCUMENT – FOR THIS LIST A total of approximately 40,000 transactions are input directly into Momentum (this excludes transactions generated from the FedTraveler and the Budget and Program Performance Analysis feeder systems). The SEC estimates that approximately 8,000 acquisition-related transactions will be generated through the PRISM Automated Procurement System when it is fully implemented. Estimated Level of Effort. The SEC estimates that the annual level of effort necessary for Momentum support is as follows: •Tier 1: 7,500 hours •Tier 2: 6,240 hours Requirements Tier 1 Momentum Support Monitor System Operation. The Contractor shall monitor the financial system during business core hours (7:00 A.M. to 7:00 P.M. Eastern Time) to ensure reasonable response times and proper operation and availability. The Contractor shall provide ongoing support of system operations, to include at a minimum the review and analysis of the 1) nightly cycle; 2) automated disbursements; and 3) system assurance reports. Tier 1 Help Desk Support Tier 1 Help Desk Support in generally defined as providing routine support to system end users in processing transactions, reports, and queries. The contractor shall define and provide specific examples of the types of activities and skill sets required within Tier 1 to successfully support Momentum 6.1 operations along with illustrating prior experience in supporting this activity. Tier 1 Quality Assurance Plan (QAP): The Contractor shall provide guidelines for a Quality Assurance Plan for Tier 1 Help Desk Support that includes meaningful metrics and performance measures for Tier 1 Help Desk Support. The contractor must provide a specific approach for analysis, response and escalation of reported issues, including detailed timeframes for resolution. Further, the Contractor shall propose a governance process and tool which has successfully been maintained in a Momentum 6.1 operations environment that allows SEC users to easily initiate a request for help desk service, classify the severity of the issue, track the status, and ensure resolution in a timely manner. Core Business Hours Support. The Contractor shall provide Tier 1 Help Desk Support for Momentum (e.g. for Financials Plus, Travel Accounting, PCAS, and Fixed Assets) and office coverage during core business hours (7:00 A.M. to 7:00 P.M. Eastern Time). This support shall include: 1.Answer routine end-user questions; 2.Provide support for users who encounter routine system errors; and 3.Run routine data queries/reports. Peak Workload Support. The Contractor shall ensure adequate support is available to work beyond normal core business hours to support annual close, financial statement development, and financial audit support. Training Support. As requested by the COTR, the Contractor shall provide training in the use of the system. The contractor shall provide examples of best practices and a proven approach for training users on the configuration, agency business process, operational procedures, and overall functionality of Momentum 6.1. The Contractor shall develop training materials, update existing Procedure Guides, and provide training that is tailored to the needs of the group being trained. Tier 2 Momentum Support Tier 2 Help Desk Support is generally defined as answering complex end-user questions, providing support for users who encounter non-routine system errors including the testing and documentation of system issues, and running complex data queries/reports utilizing SQL or other query language. The contractor shall provide specific examples of the types of activities and skill sets required past Tier 1 to successfully support Momentum 6.1 operations along with prior experience in supporting this activity. Monitor System Performance. The Contractor shall work with SEC Office of Information Technology (OIT) staff and/or their contractors to determine the cause of system outages caused by SEC server, network or communication issues and notify users and responsible officials accordingly. Tier 2 Help Desk Support Tier 2 Help Desk Support is generally defined as answering complex end-user questions, providing support for users who encounter non-routine system errors including the testing and documentation of system issues, and running complex data queries/reports utilizing SQL or other query language. The contractor shall also define and provide specific examples of the types of activities and skill sets required within Tier 2 to successfully support Momentum 6.1 operations along with illustrating prior experience in supporting this activity. Tier 2 Quality Assurance Plan (QAP). The Contractor shall provide guidelines for a Quality Assurance Plan for Tier 2 Help Desk Support that includes meaningful metrics and performance measures. Further, the Contractor shall propose a governance process and tool which has successfully been maintained in a Momentum 6.1 operations environment that allows SEC users to easily initiate a request for help desk service, classify the severity of the issue, track the status, and ensure resolution in a timely manner. The Contractor shall define the parameters or cycle time to resolve low, medium, and high complexity issues and propose an approach based on historical experience with the Momentum application. Core Business Hour Support. The Contractor shall provide Tier 2 Help Desk Support for Momentum (e.g., Financials Plus, Travel Accounting, PCAS, and Fixed Assets) during core business hours (8:00 A.M. to 5:00 P.M. Eastern Time). The Contractor shall have support available by phone outside the core business hours. At a minimum, the Contractor shall: 1.Answer complex end-user questions; 2.Provide support for users who encounter non-routine system errors, including the testing and system documentation issues; 3.Run complex data queries/reports utilizing SQL or another query language; 4.Execute batch jobs; and 5.Monitor system interfaces. Peak Workload Periods Support: The Contractor shall ensure adequate support is available to work beyond normal core business hours to support annual close, financial statement development, and financial audit support. Support Request Handling. The Contractor shall immediately respond with assistance to emergency requests. For non-emergency requests, the Contractor shall work with the COTR to establish a mutually acceptable Support Request Plan of action whereby the issues shall be addressed and closed in a timely fashion. The Contractor shall maintain a Support Request Log that logs all support requests and provide it on a monthly basis to the COTR. Interface Support. The Contractor shall monitor and support the following Momentum interfaces: 1.DOI Employee Reconciliation; 2.FPPS DOI Payroll Momentum; 3.Momentum 1099 Process; 4.Treasury Disbursing; 5.Disgorgement Distribution; 6.Bank Load Process; 7.BPPAS; 8.APS; 9.FedTraveler; 10.Phoenix (planned); and 11.BPD (planned) Software Issue Resolution Support. The Contractor shall identify and recreate system issues in SEC-designated test environments and document the cause and recommended solutions using a SEC-prescribed configuration management process. System configuration changes for this Tier 2 support refers to functionally oriented changes. In support of this task the Contractor shall: 1.Perform an Impact Analysis prior to recommending a path forward to resolve medium to high complexity issues; 2.Track user/system issues and work with SEC staff to prioritize those issues; 3.Work with the Office of Information Technology (OIT) staff and/or their contractors to resolve technical issues that require a data or software fix; and 4.Test any software fixes developed by OIT staff/contractors prior to migrating the code changes to Production. The Contractor shall provide system configuration updates to existing system configuration documentation for any system configuration changes that are required. The Contractor shall also deliver an Impact Assessment Report that summarizes the test results, options available, recommended solution/s, configuration changes required and the impact on existing business processes. Annual Close Support. The Contractor shall work with Office of Financial Management (OFM) staff on the configuration, testing, and running of the Annual Close process. Disaster Recovery Testing Support. As requested by the COTR, the Contractor shall provide testing support for the SEC’s quarterly disaster recovery tests. Report/Query Requirements and Specifications. As requested by the COTR, the Contractor shall develop the functional requirements and specifications for custom reports, modifications to existing reports, and ad-hoc queries. Based on this tasking, the Contractor shall deliver: 1.High Level Functional Designs 2.High Level Technical Designs Documentation: As requested by the COTR, the Contractor shall create Momentum system or interface documentation. Project Management (Required for Tier 1 and Tier 2) The Contractor shall provide a full-time, on-site project manager as part of Tier 2 support having advanced functional and operational knowledge of Momentum 6.1, in addition to having in depth expertise of the federal financial management environment, related business processes, and accounting standards. Period of Performance. The Base period of performance shall be from October 18, 2009 through October 17, 2010. Exercise of any identified Option Years is contingent upon the contractor having an active GSA Schedule contract at the time of an Option exercise. Place of Performance. Work under this order shall be performed at: U.S. Securities and Exchange Commission 6432 General Green Way Alexandria, VA 22312 Government-Furnished Facilities, Equipment, and Software. The government will provide office space, desktops, telephones, and all equipment and software. Addition or Substitution of Key Personnel Key Personnel. The Contractor shall propose a help desk team with the following general competencies: Tier 1 – On-site FTE resources with the ability to perform Tier 1 Momentum help desk activities including at a minimum: 1.Answering routine end-user questions; 2.Providing support for users who encounter routine system errors; 3.Running routine data queries/reports; and 4.Supporting end-user training. Tier 1 candidates shall have at least one (1) year of experience working with the Momentum Version 6.1 application, in addition to having a basic understanding of the federal financial management environment, related business processes, and accounting standards. Tier 2 – On-site FTE resources to perform Tier 2 Momentum help desk activities, including at a minimum: 1.Answering complex end-user questions; 2.Providing support for users who encounter non-routine system errors, including the testing and documentation of system issues; 3.Running complex data queries/reports utilizing SQL or other query language; 4.Executing batch jobs and monitoring system interfaces; and 5.Knowledge of Momentum subsystems, configuration, and tables. Tier 2 candidates shall have at least two (2) years experience working with the Momentum Version 6.1 application, in addition to having advanced knowledge of the federal financial management environment, related business processes, and accounting standards. Resume Approval: The Contractor shall provide resumes for all personnel proposed in response to this support requirements identified. The Contractor agrees that only those persons whose resumes are approved by the Government shall be assigned to perform any tasks identified within the scope of this effort.
- Web Link
-
FBO.gov Permalink
(https://www.fbo.gov/spg/SEC/OAPM/PCB/MOMENTUM_Support/listing.html)
- Place of Performance
- Address: U.S. Securities and Exchange Commission, 6432 General Green Way, Alexandria, Virginia, 22312, United States
- Zip Code: 22312
- Zip Code: 22312
- Record
- SN01840415-W 20090611/090610000032-97b0ab2f5e09f427ca34b2ee982de891 (fbodaily.com)
- Source
-
FedBizOpps Link to This Notice
(may not be valid after Archive Date)
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