2013 CDC/GTPAC Small Business Industry Day

1. 2013 CDC/GTPAC Small Business Industry Day Dale DeFilipps Contracts Branch Manager Centers for Disease Control and Prevention May 3, 2013 Office of the Director Procurement and Grants Office (PGO)

2. Agenda • Contract Summary • CDC Information Management Services Awardees • Small Business Processes • Technical Evaluations

3. Contract summary

4. Contract Summary • CDC Information Management Services • Covers three domains • Information management • IT infrastructure • Management consulting • Has three award categories by business type • Full and open • Small business • 8(a) – Small and disadvantaged businesses • Period of performance can last 10 years if all options are exercised • Comprises 27 prime contractors • 55 awards • Over 150 named sub-contractors/partners

5. Contract Summary • CDC Information Management Services (continued) • Total value is $5 billion • $3 billion for information management • $1 billion for IT infrastructure • $1 billion for management consulting • Scope and coverage • Can be used by any office in CDC, as well as other HHS Operational Divisions • Cannot be used by other federal agencies outside of HHS • Covers work for CDC’s intergovernmental grantees, such as state, local and international health agencies • Not a requirements contract within CDC, but program officials are strongly encouraged to use it

6. Information Management Domain • Other Tasks include: • Requirements gathering • Analysis • System prototyping • Conversion • Implementation • Training • Development of user guides • Change control • System testing • Systems security controls • Quality assurance • Information Systems Tasks • Planning • Design • Development • Maintenance • Engineering • Integration • Retirement

7. Information Management Domain • Domain Tasks include: • Data standards development • Health IT • Public health informatics • Decision support • Data modeling • Interoperability services • Health information exchanges • Service-oriented architecture • Software-specific tasks • Improvements • Modeling • Simulation • Security assessments • Privacy assessments • Monitoring

8. Information Management Domain • Data Specific Tasks • Collection • Analysis • Transformation • Dissemination • Visualization • Management

9. IT Infrastructure Domain • Domain Tasks include: • Design • Installation • Management of networks • Support of networks • Datacenter operations • Information security systems • Conferencing • Project management and program support services to support IT infrastructure programs and activities

10. Management Consulting Domain • Broad consulting services including: • Business analysis • Business case development • Performance management • Process improvement • Business process reengineering • Decision support and analytics • Program vulnerability and risk assessment • Continuity of operations planning • Project and program management

11. Management Consulting Domain • Additional consulting services include: • Capital planning and portfolio assessment • Enterprise architecture • Strategic planning • Organizational study and design • Transformation and change management • Human capital and workforce analysis • Training • Communications • Governance support

12. Contract Summary • Broad and flexible scope • Provides access to diversified talent • Many specialty labor categories • Facilitates small business goals • Performance-based focus • Fosters contractor work off-site • Explicitly enables teleworking • Government issued equipment not required, but allowed

13. CDC Information Management Services Awardees

14. CIMS Awardees • Full list by category posted on FBO.gov website • Each domain and business category has 2-11 awardees • Substantial involvement of small businesses • Small business and 8(a) companies receive first consideration for Requests for Task Order Proposals (RFTOPs)

15. Award Distributions • Typically 3 to 4 proposals are received on average for each RFTOP • Number of Task Order Awards by Business Type • 55% to large businesses • 45% to small businesses • Dollar Obligations by Business Type • 70% of dollars awarded to large businesses, • 30% of dollars awarded to small businesses

16. CIMS AwardeesInformation Management Domain • Full and Open Business Category • Accenture National Security Services, LLC • Booz Allen Hamilton • Business Computer Applications • Deloitte Consulting LLP • Dell Perot Systems • IBM • ICF Incorporated, LLC • Lockheed Martin • Northrop Grumman • Science Applications • International Corp. • SRA International, Inc.

17. CIMS AwardeesInformation Management Domain • Small Business Set-Aside Category • Business Computer Applications • DB Consulting Group, Inc. • Emergint Technologies, Inc. • 8(a) Set-Aside Category • DB Consulting Group, Inc. • Emergint Technologies, Inc.

18. CIMS AwardeesIT Infrastructure Domain • Full and Open Business Category • Accenture National Security Services, LLC • Booz Allen Hamilton • CACI • Ciber, Inc. • CSC • Dell Perot Systems • HP Enterprise Services, LLC • IBM • Lockheed Martin • Northrop Grumman • Unisys

19. CIMS AwardeesIT Infrastructure Domain • Small Business Set-Aside Category • Amdex • Emergint Technologies, Inc. • Human Touch, LLC • 8(a) Set-Aside Category • Chickasaw • Emergint Technologies, Inc. • Human Touch, LLC

20. CIMS AwardeesManagement Consulting Domain • Full and Open Business Category • Booz Allen Hamilton • CSC • Deloitte Consulting LLP • IBM • ICF Incorporated, LLC • Lockheed Martin • Price Waterhouse Coopers LLP • Sapient • SRA International, Inc. • Unisys

21. CIMS AwardeesManagement Consulting Domain • Small Business Set-Aside Category • Amdex • Cadence Group Associates, Inc. • Carter Consulting, Inc. • SciMetrika • 8(a) Set-Aside Category • Carter Consulting, Inc. • Cloudburst Consulting Group • SciMetrika • Total Solutions, Inc.

22. Small business processes

23. Small Business Processes • Capability statements • Make a recommendation to set-aside the RFTOP for either 8(a), small business, or full and open competition • Reviewed and evaluated by technical subject matter experts • Small Business Specialists review RFTOPs and provide input regarding the set-aside decision • Contracting Officer makes the final set-aside decision

24. Small Business Processes • If small business awardees are not still small after five years from contract award, then they cannot compete for work under the CIMS contract • CDC on-ramping solicitation amendment issued • Solicitation will be set-aside for 8(a), HubZone, Service Disabled Veteran Owned Small Business (SDVOSB), and Woman Owed Small Business (WOSB) • Historically received the lowest percentage of dollar obligations at CDC • Solicitation amendment released April 2013, proposals due early June 2013

25. Small Business Processes • CDC on-ramping solicitation amendment issued (continued) • Solicitation amendment covers only the information management domain • It is the most active of the three domains • The other two domains will not be solicited • Offerors can check FedBizOpps.gov for more details • Provisions in the new solicitation amendment are the same or very similar to the original solicitation

26. Proposal preparation

27. Proposal Preparation • Be sure to thoroughly read and comprehend the… • Statement of work requirements • Proposal instructions • Evaluation criteria • Do not merely restate the work requirements • Offerors need to provide details of their own technical approach and how they plan on accomplishing the work • Perform mathematical verification of numerical data before submitting the proposal

28. Proposal Preparation • Be sure that the following items are reasonable and appropriate for the proposed technical effort and associated work requirements • Labor hours • Categories • Rates • Other direct costs • Ensure your proposal is received by the deadline date and time • If you have questions, submit them in writing to the Contracting Officer

29. Technical evaluations

30. Technical Evaluations • Technical Evaluation Panel • Separate panel for each RFTOP • Different individuals on each panel depending on the requirements • Comprised of program office subject matter experts • Rates the proposals in accordance with the evaluation criteria in the individual RFTOP • Provides an average of the panel member scores • Come to a consensus agreement on their ratings and award recommendation

31. Technical Evaluations • Contracting Officer reviews the evaluations before deciding on which offeror to select • Take technical merit and price into account in the best value tradeoff • All task order awards over $5 million are thoroughly reviewed by several high level procurement officials before award • Team Leader, • Branch Chief, • Policy Manager, • Deputy Director, and • Head of the Contracting Activity

32. Technical Evaluations • The government reserves the right to make an award without discussions • An offeror’s initial submission should be their best proposal • Do not expect that the government will request revised proposals to address weaknesses • Annual past performance on existing task orders will be evaluated for entry into Contracting Performance Assessment Reporting System (CPARS) • Past performance will not be included as an evaluation factor for RFTOPs

33. Health Marketing Communication Services • We have begun acquisition planning to make follow-on awards to the existing Health Marketing Communication contracts • We plan on issuing a Request for Information (RFI) in the fourth quarter of FY 2013 with awards expected in late 2014 • Currently there are 23 contractors among three domains including creative services, evaluations, and training • All task orders are competed among the contractors in the applicable domain • All task orders are performance based

34. Health Marketing Communication Services • On average, over 30 new competitive task orders are awarded each fiscal year • The contracts can be used HHS-wide by any Operating Division, but cannot be used by other Federal agencies • The new contracts will have a small business set aside component depending on the results of our market research

35. Questions and Answers