DOCUMENT
D -- Financial Analysis and CIO Services IDIQ - New FY18 - Attachment
- Notice Date
- 8/9/2017
- Notice Type
- Attachment
- NAICS
- 541512
— Computer Systems Design Services
- Contracting Office
- Department of Veterans Affairs;Technology Acquisition Center;23 Christopher Way;Eatontown NJ 07724
- ZIP Code
- 07724
- Solicitation Number
- VA11817R2115
- Response Due
- 8/18/2017
- Archive Date
- 11/16/2017
- Point of Contact
- Michael.Frank@va.gov
- E-Mail Address
-
Michael.Frank@va.gov
(Michael.Frank@va.gov)
- Small Business Set-Aside
- N/A
- Description
- RFI Chief Financial Officer and Chief Information Officer Management Support Services RFI Submission Requirements Page 1 of 12 Chief Financial Officer and Chief Information Officer Management Support Services Request for Information (RFI) **NOTE - This Revised announcement supersedes the previously announcement posted on May 19, 2017. When responding to this RFI, please use only the August 9, 2017 version. Introduction This Request for Information (RFI) is issued for information and planning purposes only and does not constitute a solicitation nor does it restrict the government as to the ultimate acquisition approach. In accordance with Federal Acquisition Regulation (FAR) 15.201(e), responses to this notice are not offers and cannot be accepted by the government to form a binding contract. The Department of Veterans Affairs (VA) Office of Information Technology (OI&T) was established through Congressional direction in 2005 as the centralized Information Technology (IT) policy and mission execution organization and is uniquely chartered in Government to lead all facets of acquiring VA IT needs to include policy, requirements, systems development and delivery, operations and maintenance, and resource and asset management (people, systems, facilities, and funding). OI&T is composed of eight (8) major organizational elements/ pillars: (1) Quality, Performance and Oversight, (2) IT Information Security, (3) Architecture, Strategy and Design, (4) IT Resources Management, (5) Enterprise Program Management Office (EPMO), (6) IT Operations and Services, (7) Account Management Office (AMO), and (8) Strategic Sourcing. The management of each pillar reports up to the OI&T senior leadership. The following list identifies the main functional areas performed by the eight pillars within OI&T: OI&T Organizational Design OI&T Development processes/practices, including Lifecycle Processes for high profile and large IT programs/projects OI&T Operational/Sustainment Processes/Security OI&T alignment with IT and business priorities OI&T Product Delivery/Testing Environment OI&T Customer Experience Model OI&T Stakeholder Engagement Model OI&T Transformation Planning/Performance and accountability processes/practices OI&T Transformation Initiatives, Governance, and Extended Compliance Assessment In 2005, Congress also created VA s IT Appropriation through consolidation of all IT resources previously distributed throughout its Administrations: Veterans Health Administration (VHA) Veterans Benefits Administrations (VBA) National Cemetery Administration (NCA) VA Central Office (VACO) OI&T provides IT support across VA to ensure that the mission, vision, and strategic objectives of VA s Agency Priority Goals (APG) are met. VA has a complex and critical mission that serves a population of over 22 million Veterans. VA administers approximately $47 billion in Veterans benefits payments by managing one of the world s largest hospital networks (150 medical centers, 821 Community-Based Outpatient Clinics, 131 National Cemeteries, and 57 Veterans Benefits Administration Regional Offices) that provide care for 8.7 million Veterans annually. VA s Office of the Assistant Secretary for Information and Technology, Chief Information Officer (CIO) is critical to fulfilling this mission. The Secretary of VA depends on OI&T and the many Information Management/Information Technology (IM/IT) systems to meet mission goals. The purpose of this RFI, VA seeks to obtain market information on capable sources of supply, industry practices, and input specific to the information provided in this document. VA is not responsible for any costs incurred by industry in furnishing this information. All costs associated with responding to this RFI will be incurred at vendors expense. Not responding to this RFI does not preclude participation in any future Request for Proposal (RFP), if any is issued. Any information submitted by respondents to this RFI is strictly voluntary. All submissions become Government property and will not be returned. Do not submit a proposal or quote. It is requested that all companies interested in participating in this effort please note their interest and provide information on their respective capabilities to perform the effort described in the Attachments. The NAICS code applicable to this acquisition is 541512. The Small Business Size Standard for this NAICS code is $27.5M. Please indicate your company size and socio-economic status under this NAICS. Scope of Work OI&T and the Chief Information Officer (CIO) require objective, data-driven, transparent analysis to inform strategic investment decisions by the Secretary and Deputy Secretary of Veterans Affairs. To address this requirement, OI&T is synchronizing its core business processes with the Department, Planning, Programming, Budgeting, and Execution (PPBE) system. The contractors will be expected to provide technical support in the conduct of operations research methods and analysis techniques during the programmatic resource integration and analysis phases of PPBE. The operations research analysis will a focus on identifying, analyzing, and assessing programmatic resource requirements, prioritization methodologies, trade-offs and options analysis, and the risks associated with those trade-offs and options. The level of support sought requires unique training and skill sets that are not readily available in sufficient numbers within VA. The sub-domains of the financial services support are as follows Financial Management Support: The methodology and activities associated with the governance of financial resources within an organization Financial Analytics: The review and analysis of elements of a financial operation to make data-driven decisions Financial Business Process Improvement: The use of analysis, data, and best practice implementation to yield improvements to financial business processes Planning, Programming, Budgeting, and Execution (PPBE) Support: The allocation of resources that ensures that programs are executed in conjunction with a strategic plan and budgetary controls IT Transformational Studies: Special studies and analysis that allow VA to obtain additional information about an emerging need or capability For CIO Support Services, it is expected that the contractor will be able to prepare senior executive level briefings, presentations, attend required program meetings, and participate in conference calls as directed. Further, the contractor is expected to meet the many challenges that the CIO Support Services faces including, but not limited to: ensuring VA s landscape is secure, proper architectural designs are in place, and the challenge of driving a complex IT organization into transformation efforts that are developed, supported, and executed by OI&T to support VA and achieve the Secretary s MyVA vision for truly Veteran-centric services and capabilities. In addition, the sub-domains of the CIO support are as follows: Cybersecurity: Protection of electronic data against unauthorized use Human Capital Optimization: Development of specific structures to leverage the experience, skills, and capabilities of human resources within an organization Strategic Sourcing: Ensures that VA consistently receives innovative, best-in-class products and services from suppliers at the best price. This subsequently allows VA to deliver outcomes that improve the Veteran experience VA Enterprise Program Management Office (EPMO): Support the development and implementation of program management standards, doctrines, methodologies, and best practices with VA s EPMO organization IT Strategy Augmentation and Implementation: Processes and procedures to modify existing IT strategy and prepare for institutional incorporation VA Office of Information and Technology (OI&T) Process Optimization: Review and recommendation of modifications to existing process to drive new capabilities Other Transformational Activities: Other activities as assigned in Enterprise Data Management Office (EDMO), Facilities Management, Managed Services, Cloud Transition and Transformation, IT Operations Transformation, and Data Network Consolidation RFI Response Instructions NOTE: The capability package must be clear, concise, and complete. VA is under no obligation to provide feedback to the company, or to contact the company for clarification of any information submitted in response to this RFI. In addition to general questions and comments about the requirements in Attachments A Performance Work Statement, please provide the following information: Requested Company Information: Company Name CAGE/DUNS Number under which the company is registered in SAM/VetBiz.gov Company Address Point of contact name Telephone number Email address For Service-Disabled Veteran Owned Small Business (SDVOSB)/Veteran Owned Small Business (VOSB) concerns, indicate whether at least fifty percent (50%) of the cost of performance incurred is planned to be expended for employees of your concern or employees of other eligible SDVOSB/VOSB concerns. Company Business Size and Status for NAICS 541512 NAICS code(s) Names and types of current federal contract vehicles Can your company fulfill the entire range of requirements internally? If not, which requirements cannot be met internally and describe the teaming arrangement required to satisfy the requirements that cannot be met internally. As a prime contractor, with subcontractors, can your company fulfill the 51% of the stated requirements internally? Provide a brief summary describing your company s available solution (business and technical) to satisfy the requirements. This summary shall include: Number of current contracts, including the contract dollar value, where similar services are provided Geographic locations (indicate those that you would recommend to provide service to VA) Indicate whether your solution meets all the capabilities identified in Section 2 of this document, Scope of Work. If not, please indicate which capability cannot be satisfied by your organization. Identify alternative approaches to meeting the capability, if available. The Contractor shall provide: Review on the service level metrics provided in Attachment D, Service Levels. Recommended Service Level metrics, targets, and measurement that are more appropriate for current financial management activities and CIO Support requirements, if applicable. In Response to this question and its sub-questions, all citations requested below shall be examples where the respondent is a prime contractor in providing accounting and IT financial management services to an organization that has expenditures of at least $270 billion or more, of which at least $4 billion is specifically for the IT Operating Budget, and the employee structure is at least 16,000 people. Based on an understanding of the requirements, respondents are to provide recommended labor categories, skill levels (e.g. SME, Principal, Journeyman) with associated experience for each category stipulated in the PWS. Additionally, respondents can recommend more appropriate categories than what is stipulated in the PWS. Responses shall be submitted utilizing template provided in Attachment B Labor Category Template. Provide examples of citations where you have successfully provided accounting, financial management and advisory support to a Chief Financial Officer or Comptrollers Offices as a prime contractor. Citations shall include client name, expenditures, size of organization, and brief narrative that addresses one or all below listed requirements. Citations shall also provide the percentage of work that was performed by your company. A template is provided as Attachment C Corporate Experience Template. The VA is looking for citations where the contractor has shown experience in the following: Implementing Fiscal data analytics and/or analytical tools for a client. Portfolio (asset) management office(s) to either develop or improve performance measures to gauge the portfolios status & health. Implemented a tiger team on behalf of a client to quickly perform a study or assessment (e.g., cost implications/impacts, risks, alignment to strategic objectives) of a current program or an emerging initiative. Describes how your company provided end-to-end services to support a client s execution of the Planning, Programming, Budgeting and Execution (PPBE) process. Providing technical and organizational transformation (ie Agile Development, ITIL, etc) for an Informational and Technology (IT) organization that addresses all transformation phases including but not limited to architecture, engineering, implementation, and sustainment to include partner engagement services and managed services. Describes how your company delivered process improvement or process optimization to the entirety or one phase of a client s PPBE process. Provide examples of citations where you have successfully provided Information Technology transformational, strategic, multi-year planning support to Chief Information Officers, Chief Information Security Officers, Chief Technology Officers and their direct reports as a prime contractor. Citations shall include client name, expenditures, size of organization, and brief narrative that addresses one or all below listed requirements. Citations shall also provide the percentage of work that was performed by your company. A template is provided as Attachment C Corporate Experience. The VA is looking for citations where the contractor has shown experience in the following: Supporting the transformation out of legacy for IT operations of similar scope and size to the VA. Indicate the before and after results, how success was measured, and the key risks/issues that were addressed. Working closely with a client s cybersecurity office to identify and drive systemic, measurable improvement. Delivered IT operational process improvement or IT operational process optimization that was developed and implemented across an IT Organization of over 16,000 people and/or $4 billion budget. The Technology Acquisition Center (TAC) point of contact for this RFI is Contract Specialist, Michael Frank, Michael.Frank@va.gov and Contracting Officer, Iris Farrell, Iris.Farrell@va.gov. Responses are requested no later than 3:00PM EST on Friday, August 18, 2017, via email to Michael.Frank@va.gov, and iris.farrell@va.gov. All responsible sources may submit a response which shall be considered by the agency. The maximum file size to be submitted via email is 5MB. Please note VA118-17-N-2115 in the subject line of your response. WARNING: Please do not wait until the last minute to submit your responses! To avoid submission of late responses, we recommend the transmission of your response file 24 hours prior to the required response due date and time. Please be advised that timeliness is determined by the date and time an Offeror s response is received by the Government not when an Offeror attempted transmission. Offerors are encouraged to review and ensure that sufficient bandwidth is available on their end of the transmission. All proprietary/company confidential material shall be clearly marked on every page that contains such. RFI Attachment B Labor Category Template Page 7 of 12 RFI Attachment B Labor Category Template Task Number & Name Recommended Labor Category Experience Level Minimum Experience Requirement Example: Task 7.8: Activity Based Costing (ABC) Budget & Activity Based Cost Analyst Senior At least five years of ABC experience in a Governmental or Not-For-Profit environment. RFI Attachment C Corporate Experience Template Client Name: Employee Size: Expenditures Annual IT Operating Narrative RFI Attachment C Corporate Experience Template RFI Attachment D Service Levels RFI Attachment D Service Levels Performance Metrics VA requires the Contractors to comply with the following performance management and reporting mechanisms for all the services. The Service Level Requirements are provided in the following table. The performance indicator type is specified in the table. Proposed Service Level for Financial Management Support: ID Service Level CPI or KPI Calculation How Measured Measurement Window Reporting Window Acceptable Level of Performance 1 Financial Statement Package Run Time TBD Count of time to run the financial statement package Amount of time to run the financial statement package Monthly Monthly TBD 2 Financial Statement Timeliness TBD Number of financial statements submitted on time per approved schedules / Total number of financials statements submitted % of financial statements submitted on time per approved schedules Quarterly Quarterly TBD 3 Financial Statements Compliance TBD Number of financial statements that are produced in the system in accordance with OMB Circular A-136 and Treasury requirements / Total number of financial statements that are produced in the system % of financial statements that are produced in the system in accordance with OMB Circular A-136 and Treasury requirements Quarterly Quarterly TBD 4 Travel System Administrative Change Timeliness TBD Number of Travel System administrative changes completed within 12 business hours of receipt of change / Total number of Travel System administrative changes completed % of Travel System administrative changes completed within 12 business hours of receipt of change Monthly Monthly TBD ID Service Level CPI or KPI Calculation How Measured Measurement Window Reporting Window Acceptable Level of Performance 5 Travel Payment Timeliness TBD Number of travel payments paid by Treasury within 6 government work days of receipt of approved travel voucher / Total number travel payments paid by Treasury % of travel payments paid within 6 government work days of receipt of approved travel voucher Monthly Monthly TBD 6 Travel Payment Processing Volume TBD Count of travel payments processed Number of travel payments processed Monthly Monthly TBD 7 Fund Balance with Treasury Difference TBD Fund balance net difference between the Customer and Treasury reports / Larger amount from Customer or Treasury report % of fund balance net difference in total dollar amount between Customer and Treasury financial reports Monthly: Due 15th calendar day after month end Monthly: Due 15th calendar day after month end TBD 8 Fund Balance with Treasury (FBWT)/1010 Reconciliation Aging TBD Count of days each item unreconciled between the accounting system and the Fund Balance with Treasury Number of days for each item unreconciled between the accounting system and the Funds balance with Treasury Monthly: Due 15th calendar day after month end Monthly: Due 15th calendar day after month end TBD 9 Federal Accounts Receivable (AR) Transaction Volume TBD Count of Federal AR transactions Number of Federal AR transactions Monthly Monthly TBD 10 Federal Accounts Receivable (AR) Aging Count TBD Count of Federal AR over 90 days Number of Federal AR over 90 days Monthly: Due 10th calendar day after month end Monthly: Due 10th calendar day after month end TBD 11 Federal Accounts Receivable (AR) Aging Amount TBD Total dollar amount of Federal AR over 90 days Dollar amount of Federal AR for over 90 days Monthly: Due 10th calendar day after month end Monthly: Due 10th calendar day after month end TBD ID Service Level CPI or KPI Calculation How Measured Measurement Window Reporting Window Acceptable Level of Performance 12 Federal Advances Aging Count TBD Count of Federal advances with no activity for over 90 days Number of Federal advances with no activity for over 90 days Monthly: Due 10th calendar day after month end Monthly: Due 10th calendar day after month end TBD 13 Federal Advances Aging Amount TBD Total dollars in Federal advances with no activity for over 90 days Dollar amount of Federal advances with no activity for over 90 days Monthly: Due 10th calendar day after month end Monthly: Due 10th calendar day after month end TBD 14 Projects within Budget TBD Number of projects that met budget/ Total number of projects The percentage of projects that did not go over/under their prescribed budget. Monthly Monthly TBD 15 Cost Variance Analysis TBD Total Budgeted Cost /Total Actual Cost Total Budgeted vs Actual Costs Monthly Monthly TBD 16 Incorrect Cost Predictions TBD Total Incorrect Cost Predictions/ Total Predictions Percentage of cost predictions that are incorrect Monthly Monthly TBD 17 Staff time spent on costing activities TBD # of staff hours spent on costing activities/ 100 Number of staff hours spent on costing activities Monthly Monthly TBD
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- Document(s)
- Attachment
- File Name: VA118-17-R-2115 VA118-17-R-2115_3.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3723061&FileName=VA118-17-R-2115-004.docx)
- Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3723061&FileName=VA118-17-R-2115-004.docx
- File Name: VA118-17-R-2115 Attachment A - PWS Financial Management Support Services Requirement.pdf (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3723062&FileName=VA118-17-R-2115-005.pdf)
- Link: https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3723062&FileName=VA118-17-R-2115-005.pdf
- Note: If links are broken, refer to Point of Contact above or contact the FBO Help Desk at 877-472-3779.
- File Name: VA118-17-R-2115 VA118-17-R-2115_3.docx (https://www.vendorportal.ecms.va.gov/FBODocumentServer/DocumentServer.aspx?DocumentId=3723061&FileName=VA118-17-R-2115-004.docx)
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- SN04619944-W 20170811/170809231939-17708b1d11fea056055c6091e6241e76 (fbodaily.com)
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