SOURCES SOUGHT RFI RFI REQUESTING SOURCES SOUGHT AND CAPABILITY STATEMENTS THIS IS A SOURCES SOUGHT NOTICE ONLY. This is not a request for offers, quotes or proposals. This notice does not represent a commitment by the Government to issue a solicitation or award a contract. This is a market research tool only to determine the capability of potential sources. The Department of Housing and Urban Development (HUD) is contemplating establishing a contract under NAICS Code(s) 541618, and the Small Business Standard is $15 Million, PSC Code D308, for IT and Telecom Programming and is issuing this Request for Information (RFI) in order to solicit responses from capable sources and capability statements to ensure sufficient competition exists to meet the government's requirements. Teaming arrangements and joint ventures will be considered for any subsequent procurement based on the Government's market research, provided that (e.g. The prime contract is awarded to an applicable small business and that small businesses provide fifty percent or more of the support). Please review the Statement of Work (SOW) and provide your feedback to Teresa Harris Contracting Officer (CO)) at Teresa.Harris@hud.gov and Angela.Fortson@hud.gov if you have questions. So, what exactly is HUD contemplating acquiring? STATEMENT OF WORK DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT OFFICE OF THE CHIEF INFORMATION OFFICER SCOPE OF WORK The OCIO requires IT Research and Advisory Services aligned to individual levels of its IT organization. The Contract's objective is to provide research and advisory services to HUD's Executive Leadership Team (Chief Information Officer (CIO) and Chief Technology Officer or a designated alternate to the CIO/CTO when required) as needed to meet the requirements of the contract. These requirements are outlined below. Research: The Contractor shall provide access to IT research databases, toolkits and metrics that are timely and relevant to government personnel. The Contractor shall ensure the government has access to a robust database of IT research and toolkits, which includes insight and data to enable the government to do strategic planning, cost reduction, enhance workforce skills and competencies, maintain mission system availability and integrity, establish an enterprise portfolio, improve operational efficiencies, improve decision-making frameworks, improve end-users' computing experience, evolve Office of the Chief Information Officer services, and monitor industry trends. The Contractor shall be able to provide individual login for access to unlimited Information Technology Research. - Given the rate of technology change and the complexity of global use of IT, the Contractor shall provide access to new IT research documents and toolkits annually. Research documents must exclude tweets, blogs, and other social media feeds. - The research must provide the insight and data to enable the government to do strategic planning, cost reduction, enhance workforce skills and competencies, maintain mission system availability and integrity, establish an enterprise portfolio, improve operational efficiencies, improve decision-making frameworks, improve end-users' computing experience, evolve OCIO services and monitor industry trends. - The Contractor shall provide access to IT research databases, toolkits and metrics that are timely and relevant to government personnel. The Contractor shall specify details surrounding the data collection including geography, number of responses and amount of IT spend represented. At least two of the data sources must be reports published based on metrics focused specifically on government trends or implications. - The Contractor shall provide research and toolkits written exclusively for CIOs/CTOs on topics surrounding the intersection of business and IT. - The Contractor shall provide access to annual IT compensation data, including trend reports to provide insight into the competitive staffing market conditions that exists today. - The Contractor shall offer a program that is completely objective. No research should be done on a "sponsored" basis, which could potentially compromise independent objectives. - Research Helpdesk Support: The Contractor shall have a dedicated helpdesk support, available from 8:00AM to 5:00PM EST Monday through Friday. Advisory and Support: The Contractor shall provide value to CIOs and senior IT executives through trusted insights, strategic advice and practical solutions. The Contractor shall provide an added focus on actionable research to make sure that CIOs and their teams have end-to-end support to build smarter strategies and stronger business outcomes. The Contractor shall provide members with access to resources to define strategy and make the right decisions fast with a new focus on translating vision into an actionable plan. The Contractor shall provide HUD with access to a wide variety of resources to include: - Service through a dedicated Contractor assigned Point of Contract (POC). - Workshops - Unlimited access to content, role-specific research and tools - Unlimited access to best practice decision support content, including peer benchmarks, case studies, tools and templates or similar - Symposium/ITxpo Events - Access to shared research folders - Event Highlights and Webinars - Leadership development modules - Access to online peer community, peer connect - leverage insight from peers through our private, online peer community or similar - Unlimited access to document review services - Dedicated POC to regularly meet with the HUD to identify, define, develop and prioritize specific opportunities and challenges both today and in the future, and provide insights and recommendations in the context of the executive's organization - Access to Executive Retreats - Participation in local Executive Program events - Facilitated networking via Contractor assigned POC - Ability to share research documents on an occasional and infrequent basis with other individuals within HUD. - The Contractor shall provide an executive level peer advisor ("executive peer advisor") or similar for HUD's CIO and CTO. The executive peer advisor shall deliver strategic advice and serve as a sounding board for the CIO and CTO. The peer advisor may be the same person for the CIO and the CTO. - The Contractor's executive peer advisor shall meet onsite with HUD's CIO, CTO and their team. One of these meetings may be used as an executive workshop led by the executive peer advisor. - The Contractor shall provide executive level services to the designated CIO alternate. The purpose of this alternate license is to support research continuity and to foster professional development for the alternate. This alternate shall have an individual user login with access to research and analyst inquiry as that of the CIO and CTO. The Contractor shall explain its methodology for leadership development to the alternate. CONFERENCES/WEBINARS/SYMPOSIUMS/TRAINING - This contract will serve locations across the country. The Contractor shall provide in-person peer networking events for all HUD OCIO personnel in the Washington, DC area annually. - HUD OCIO considers webinars and teleconferences to be a valuable professional development and training opportunity. The Contractor shall provide unlimited access to webinars and teleconferences held by the Contractor for all HUD OCIO personnel. - The Contractor shall provide invitations to attend IT conferences held by the Contractor for the CIO (or designated alternate) and CTO (or designed alternate). HUD's CIO and CTO shall have the opportunity to attend conferences, of their choosing. The Contractor shall provide the opportunity for HUD OCIO personnel attendance to industry-leading events in the U.S. - The Contractor shall provide invitations for HUD's CIO (or designated alternate) and CTO (or designated alternate) to CIO-focused symposiums held in the continental U.S. The Contractor shall offer a wide array of sessions at the U.S. symposium that align with HUD OCIO priorities including: - Exclusive CIO-specific task - Public sector sessions - CIO peer networking opportunities - The Contractor shall provide HUD's CIO (or designated alternate) and CTO (or designated alternate) the opportunity to engage in exclusive executive roundtables in the Washington, DC area. - The Contractor shall provide an additional opportunity for HUD CIO (or designated alternate) and CTO (or designated alternate) to attend events in the continental U.S. to exchange ideas with prominent CIOs. - No anticipated Government furnished resources are required to be provided to the Contractor. BACKGROUND This requirement is new. CONTEMPLATED PLACE OF PERFORMANCE U.S. Department of Housing and Urban Development 451 7th Street SW, Washington, DC 20410 RESPONSE REQUESTED Small Businesses are encouraged to respond. This synopsis is a market research tool being used to determine the availability and capability of potential sources prior to determining the method of acquisition and whether the government will proceed with this acquisition. The Government will not pay for any information solicited. If a contract is ultimately pursued, responses to this synopsis will be used to aid in determining whether the acquisition is set-aside for small business or in establishing small business subcontracting goals. All qualified firms are encouraged to respond. The capability statement shall address, at a minimum, the following for the past three years: 1. Name and address of company and or companies (if there is a teaming arrangement or joint venture); 2. Technical expertise relevant to the requirement; 3. Technical approach relevant of the requirement (1 to 2 paragraphs); 4. Management approach relevant to the requirement (1 to 2 paragraph); 5. Corporate experience relevant to the requirement (1 to 2 paragraph); 6. Indicate if you are a small business or any other socio-economic categories that apply to your firm under the designated NAICS code; 7. Whether you have had unequal access to any information relevant to the acquisition that could provide an unfair competitive advantage; 8. Relevant past performance. Your capability statement needs to include a list of three customers (Government/non-Government) within the past three (3) years highlighting similar work in nature, scope, complexity, and difficulty and a brief description of the scope of work. Your submission for relevant past performance must include for each customer: - Contract name; - Contracting Agency or Department, POC and contact information; - Yearly contract value (in $); - Whether your firm was the prime or a subContractor; - Period of performance; - Description of work and how it relates to the requirements. Interested firms responding to this market survey must provide a capability statement demonstrating their experience, skills and capability to fulfill the Governments requirements for the above. The capability statement shall be in sufficient enough detail, but not exceed 10 pages TOTAL, so that the Government can determine the experience and capability of your firm to provide the requirements above. Please specify one primary and one alternate Point of Contact (POC) within your firm, including telephone numbers and email addresses in case clarifications of your submission are needed. Only electronic copies of capability statements will be accepted and should be emailed to: Angela.Fortson@hud.gov. The e-mail shall contain the following subject line: Response to Sources Sought Notice- IT Research and Advisory Services Requirement. The Government may use the responses received to determine whether to proceed with the acquisition as a set-aside, or in the absence of a least two small business responses to this notice, may determine to proceed with a full and open competition. This decision and whether to proceed with the acquisition is at the sole discretion of the Government. All interested Contractors should submit their capability statements by 2:00pm EST on December 5, 2018, attention Angela Fortson. Late responses may not be considered.