CHESS 101 - Army...CHESS is the primary source for establishing commercial IT contracts for hardware, software, and services …” AR 25-1 3-4 (a) “… Regardless of dollar value

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Doug HaskinProduct LeadCHESSAugust 2018

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CHESS 101Program Overview

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Agenda

• CHESS Mission & Vision• CHESS Organization Relation to PEO EIS, ASA(ALT) and HQDA CIO/G-6• CHESS Operational Concept • CHESS Authority – AFARS • CHESS Authority – Army Regulation • CHESS Applied Standards and Policy• Hardware

– Army Desktop and Mobile Computing-2/Consolidated Buy (ADMC-2/CB)– Information Technology Enterprise Solutions-3 Hardware (ITES-3H)– Mobility Services

• CHESS and Common Hardware Systems (CHS)• Services

– Information Technology Enterprise Solutions-2 Services (ITES-2S)– Information Technology Services – Small Business (ITS-SB)– Army Cloud Computing Enterprise Transformation (ACCENT)

• Software– Software Procurement Through CHESS– Enterprise License Agreements (ELA)

• CHESS License Tracker for Software (LTS)– Enterprise Software Initiatives (ESI) – Information Technology Enterprise Solutions – Software (ITES-SW)

• CHESS Statement of Non-Availability • CHESS IT e-mart• Request For (RF) Tool• CHESS Training Schedule

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CHESS Mission & Vision

MISSION

VISION

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CHESS Organization Relation to PEO EIS, ASA(ALT) and HQDA CIO/G-6

CHESS is a Product Lead in PEO EIS, under ASA(ALT) directly reporting to Enterprise Services (ES).

IT contracts are established in accordance with HQDA CIO/G-6 standards and policies.

Office of the Assistant Secretary of the Army (Acquisition, Logistics and Technology)

Program Executive Officer

Enterprise Services Project Director

CHESS Product Lead

ASA(ALT) - Dr. Bruce D. Jette

Ms. Chérie A. Smith

Mr. Tom Neff

Mr. Doug Haskin

Presenter

Presentation Notes

Army CHESS is a Product Lead positioned under the Program Executive Office Enterprise Information Systems (PEO EIS) and reporting directly to Enterprise Services (ES). Our PEO is Cherie Smith. PEO EIS falls under the Assistant Secretary of the Army, Acquisition Logistics and Technology ASA (ALT), also known as the Army Acquisition Executive.

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CHESS Organization Relation to PEO EIS

CHESS

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About CHESS

What is CHESS?

ADMC-2 & CB

LaptopsDesktopsMonitorsPrintersAudio Visual

7 ID/IQs$6.545B Ceiling

ITES-3H

Servers/WorkstationsNetworking EquipmentMultifunctional DevicesVTC EquipmentPeripherals

17 ID/IQs$5B Ceiling

Value of CHESS: Anything purchased through CHESS follows the DOD Applied Standards and Policies

ITES-SW

IT Utility & SecurityModeling & SimulationMultimedia & DesignProgram & Development

3 ID/IQs$179M Ceiling

Software Agreements

AdobeVMwareCiscoBMCCA

ESIELA

MicrosoftOracleSymantecIBM…and more

Wi-Fi Devices Contract

Tablets:• Wi-Fi only• No data/cellular• Apple or Android OS• MS Surface

NASA SEWP

ITS-SB

IT Services & SupportMigration/IntegrationWarranty & MaintenanceInformation AssuranceArchitecture Framework

9 ID/IQs$800M Ceiling

ITES-2S

IT Services & SupportProgram ManagementInformation AssuranceNetwork Support

16 ID/IQs$20B Ceiling

Presenter

Presentation Notes

Cheat Sheet chart which captures the programs and initiatives CHESS is responsible for day-to-day. POINT 1: CHESS satisfies Army IT requirements through IDIQ type contracts for HW and Services, open to ordering by all Army KOs, and others subject to their own agency regulations. Agreements highlighted in Gold are Hardware, Green is Services and Silver is Software. POINT 2: Army Contracting Command – Rock Island (ACC-RI) is our primary contracting office through which agreements are put in place. Ordering is decentralized, handled by a customer’s local contracting office. POINT 3: CHESS and CIO/G-6 work together on requirements gathering specifically dealing with software on current and emerging enterprise license agreements. CIO/G-6 is also the office that processes ITAS waivers. Many of the policies and standards CHESS adheres to comes from the CIO/G-6 office. POINT 4: NETCOM architecture is the base for all products, including the Army Golden Master (AGM). In 2006 CIO/G-6 put out a Memo Establishing ARMY GOLDEN MASTER (AGM) AS THE STANDARD SOURCE FOR COMMON OPERATING SYSTEM BASELINE CONFIGURATIONS. POINT 5: CHESS is the Army’s Software Product Manager (SPM) for the DOD Enterprise Software Initiative (ESI) and awards Enterprise Software Agreements in conjunction with ACC. POINT 6: Value of CHESS is that anything purchased through CHESS follows the DOD Applied Standards and Policies.

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CHESS Authority – AFARS

“…Purchasers of commercial hardware and software must satisfy their IT requirements by utilizing the CHESS contracts and DoD Enterprise Software Initiative (ESI) agreements first, regardless of dollar value or appropriation…Any IT hardware or software purchase made outside of the CHESS contracts requires an Army Chief Information Officer (CIO)/G6 approved Information Technology Approval System (ITAS) Waiver.”

AFARS 5139.101-90 (a)

“…If no small business capability exists, CHESS contract vehicles are the preferred source for acquisition of IT services.”

“…ITAS Waivers from the use of CHESS are not required when procuring IT services…If a services requirement includes non-CHESS IT hardware or software, personnel must secure an Army CIO/G6 approved ITAS Waiver for the non-CHESS IT hardware or software…”

AFARS 5139.101-90 (b)

CHESS is the mandatory source for commercial IT hardware and software purchases

“… Principal assistants responsible for contracting must ensure that contracting personnel receive appropriate CHESS training…”

AFARS 5139.101-90 (c)

“The Product Lead, Common Hardware Systems (PdL CHS) coordinates across the Army’s computing environments and tactical program offices to modify commercially available off-the-shelf IT …Organizations that receive written authorization from PdL CHS to use a CHS contract are exempt from the requirement to obtain an ITAS Waiver or CHESS SONA…”

AFARS 5139.101-90 (a)

Presenter

Presentation Notes

Army is mandated to utilize CHESS contracts for COTS IT HW and SW purchases. This is stated in the AFARS 5139.101. If an Army customer wants to procure COTS IT HW and SW outside of CHESS, they must obtain an ITAS Waiver through CIO/G-6. However, Army is NOT mandated to come through CHESS for Services but it is preferred if no small business capability exists. This is also stated in the FAR 13.003(b)(1) Subpart 19.5. An ITAS Waiver will NOT be required for services purchased outside of CHESS. Three policies listed above: Commercial IT Hardware & Software IT Services Training

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CHESS Authority – Army Regulation

“… CHESS is the primary source for establishing commercial IT contracts for hardware, software, and services…”AR 25-1 3-4 (a)

“… Regardless of dollar value or financial appropriation, Army organizations must procure COTS IT software and hardware from CHESS, including desktop and notebook computers, video teleconferencing equipment, routers, servers, printers, and so forth.”

AR 25-1 3-4 (a)(1)

CHESS is the mandatory source for commercial IT hardware and software purchases

“… Regardless of the dollar value or financial appropriation, when no small business capability exists, CHESS contract vehicles are the preferred source for acquisition of IT services.

AR 25-1 3-4 (a)(2)

CHESS is the primary source for purchases of COTS software, desktops, and notebook computers

regardless of dollar value

“… CHESS, in conjunction with the Army Contracting Command’s designated offices, will conduct semiannual consolidated buys (CBs) for desktop and notebook computers. Organizations shall use the CB to satisfy their desktop and notebook requirements to the maximum extent possible.”

AR 25-1 3-4 (a)(3)

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Presentation Notes

CHESS is also outlined as the primary source in AR 25-1 regardless of dollar value. All of the referenced policy and regulations are posted to the CHESS website if you would like to read further. MAIN POINT: An Army customer must come through CHESS for Hardware and Software buys.

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CHESS Applied Standards and Policy

Contract Requirement: Compliance with DOD, Army and NETCOM Standards– NETCOM Implementation Memorandum For Army End-User Computing Environment (TA)– SHB-A (Army Implementation of Government Secure Host Baseline)– Electronic Product Environmental Assessment Tool (EPEAT) / Energy Star– GIG Technical Guidance Federation (Formerly DOD IT Standards Registry)– Information Assurance (AR 25-2/DoD Information Network Approved Products List) (DoDIN APL)– Internet Protocol Version 6 (IPv6)– Army Information Management and Technology (AR 25-1)– Section 508 (§1194.26 U.S. Rehabilitation Act)– Smart Card Reader (CAC) (ISO 7816, FIPS 201, NIST IR 6887)– Trusted Platform Module (TPM v2.0)– Wireless Networking (DODD 8100.2 & AR 25-2)– UID, RFID, etc.– Hardware Requirement for FIPS 140-2 Certified Mode in Support of 802.11 Wireless Connection– Secure BIOS/UEFI (NIST SP 800-147)– Applicable DISA Security Technical Implementation Guides (STIGS)

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Presentation Notes

We receive a lot of questions about what standards and policies are included in our base contracts so we have incorporated this slide as a snapshot of what you will always find in all of our contracts across the board. EXTRA Caveat off of the “IPv6” bullet: Each vendor provides a spreadsheet for IPv6 compatible items. You can find this on any of the ‘Contract Details’ pages. There have been questions in the past regarding where to find additional information/support documentation for this particular spreadsheet; you will need to contact the vendor directly for this information. IT e-mart Reference: Information regarding applied standards and policy can be found on the CHESS IT e-mart UNDER “Directives, Policies, Standards & Guidelines” on the Policy page located under the Resources Tab. Guaranteed to be preloaded on all CHESS products purchased through any CHESS Hardware Contract.

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Hardware

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ADMC-2 Contract Scope• Commodity purchases of commercial off-the-shelf desktops, notebooks, ruggedized and

semi-ruggedized devices, slates/tablets, printers, scanners, power supplies, displays, video teleconferencing equipment (VTC), digital cameras, transit cases and related accessories and upgrades. Limited services include: installation, asset tagging, imaging, site survey, system configuration. Related services: installation, site survey, system configuration, integration, imaging, asset tagging and distribution

• Base contract for desktop and notebook Consolidated Buys (CBs)• Includes technology refreshment, replacement and new technology provisions

ADMC-2/Consolidated Buy (CB)

ADMC-2 Contract OverviewSeven (7) Indefinite Delivery/Indefinite Quantity (ID/IQ) Contracts• Period of Performance: 24 APR 2006 to 23 APR 2020• Open to Army, DOD, and Federal agencies• Program Maximum: $6.545 Billion across all contracts for life of

contracts (including all options)• Decentralized Ordering

• IT e-mart Request for Quote (RFQ) Tool preferred• Contracting Officers have the option to negotiate the proposed

delivery order pricing• No CHESS fee• No protests allowed on orders under $25M ($10M for Civilian Agencies)

Presenter

Presentation Notes

The ADMC-2 contracts provide for the acquisition of COTS IT equipment and related services. This HW vehicle is designed for commodities, “one-offs,” or replacement items. Essentially, HW that isn’t related to a total solution – for example, a desktop, laptop, or printer, rather than standing up a new office or installation. There are 7 IDIQs and the program maximum is $6.545 B across all of the contracts including options. ADMC-2 will expire in October of 2018 and is open to Army, DOD and all Federal agencies. Ordering is decentralized and there is no usage fee. Decentralized ordering means that CHESS does not initiate or develop delivery orders. These functions are carried out by the requiring agency’s local area contracting command. CHESS provides guidance and acts as a mediator between the ADMC-2 Contracting Officer at ACC, the vendors and our customers. Our preferred method of requesting quotes is through the CHESS IT e-mart RFQ tool. It is not required but CHESS is only able to track and access RFQs that are submitted this way. No protest allowed on orders under $25M for DoD ($10M) for civilian agencies ADMC-2 recently received a 24 month extension executed in four 6 month options until 23 APR 2020.

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Consolidated Buy Process & Purpose

Consolidated Buy Overview– The CB objective is to reduce Army costs and standardize IT enterprise• Considerations

– Cost, technical, OEM flexibility, schedule, O&M– NETCOM Army enterprise desktop standardization

• Contracting Process– NETCOM Army enterprise desktop standardization – Online Process – IT e-mart– Customer compares technology, prices, support features– Decentralized ordering by customer’s contracting activity

• CHESS Advantages– No CHESS fee– Already standards/policy compliant (ADMC-2)– Windows 10 AGM load at factory

• Exception Process– Mission critical, non-conforming specs and host country agreement

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Presentation Notes

10% Cost Avoidance for all Commands! Army is required to procure desktops and notebooks from the ADMC-2 contract during a Consolidated Buy period. The one in January runs through March and the one in June runs through September. The objective is to reduce Army costs in this area and to standardize on the configurations set during the CB. CHESS and NETCOM work in conjunction with the vendors each CB period to refresh the specs, as required. *Army organizations that take advantage of the consolidated buy net substantial savings regardless of the quantities procured; even a single user that only orders one system benefits by receiving the same reduced price as larger volume purchasers. Customers can simply access the CB Compare Tool (listed under Products and Prices on the IT e-mart) to view and compare available products, specs, upgrade options, and prices. To place an order, the customer reaches out directly to the vendor with the CB Compare Tool product listing as the quote. Monitors and printers are now offered on the CB as a convenience. This was made available so customers could combine what used to be separate orders. The purchase of monitors and/or printers offered on the CB is NOT mandatory. The ADMC-2 vendors have many other monitor and printer products on their catalogs. Additional monitors or printers can be found on the vendor catalogs or on the CHESS website. CB product delivery standard is 30 days CONUS and 35 days OCONUS after receipt of order by the vendor. CB products come with a 3 year warranty. Warranty details for each vendor are provided with the CB Products and Prices. Customers requiring different warranty coverage can contact the vendor(s) for a quote. There is an exception process if an Army activity falls into either a mission critical timeframe, non-CB configuration requirement (if a customer’s required configs and capabilities differ substantially from the CB designated configs and cannot be satisfied by the inclusion of upgrades and/or peripherals offered), or mandatory OCONUS host-country agreement requires items not available through the CB. CB exception memos are prepared by the requiring activity and are approved by an 06 or GS/15 (or equivalent) within the requiring activity. A request for a blanket exception for the CB for an entire organization may only be approved by the Army CIO/G-6. EXTRA: CB products include a variety of options and upgrades. Products in the option/upgrade area can only be ordered with a CB base product. If there is an option or upgrade that is required and is not offered contact the vendor(s) for a quote to obtain the price of the CB computer with the unique option/upgrade included. CB computers that include unique options/upgrades are considered to be a CB purchase and do not require a CB Exception. If your order is valued at $150K or less, competition is not required. CB satisfies the Fair Opportunity requirements of FAR 16.505(b)(1) under $250K. If your order is valued over $250K, competition is required with the order placed on a competitive basis IAW DFARS 216.505-70. This can be met by submitting an RFQ to ADMC-2 vendors (same as CB vendors).

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CB Compare Tool Screenshot

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Presentation Notes

Screenshot comparing two products in the Standard Desktops and Options category. 1) New Graphical User Interface when selecting a product to compare. 2) Conveniently added a Product Category dropdown menu to change products within the Product Compare page. 3) Users have the ability to remove a product when comparing products 4) Update product prices instantly when selecting upgrades 5) New product selection for GSS (Government-wide Strategic Solutions) Desktop and Laptop

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ITES-3H Contract Overview– Seventeen (17) Indefinite Delivery/Indefinite Quantity (ID/IQ) Contracts (7 small businesses, 10

large)– Period of Performance: 25 APR 2016 to 21 FEB 2021– Open to Army, DOD, and Federal Agencies– Program Maximum: $5 Billion across all contracts for life of contracts (including all options)– Decentralized Ordering

– IT e-mart Request for Quote (RFQ) Tool – Contracting Officers have the option to negotiate the proposed delivery order pricing

– Ability for Small Business set asides– No CHESS fee– No protests allowed on orders under $25M ($10M for Civilian Agencies)

ITES-3H Contract Scope• IT hardware solutions of commercial off-the-shelf RISC/EPIC servers, Windows based servers,

workstations, thin clients, desktop and notebooks (as part of a total solution), storage systems, networking equipment, network printers, cables, connectors, cabinets, video teleconferencing equipment (VTC), power supplies and related ancillaries.

• Related Fixed Prices Services include: system configuration and integration, physical site analysis, installation and relocation, high availability configuration and legacy equipment warranty/maintenance.

• Includes desktops and notebooks for the fielding of a complete system or part of total solution• Includes Technology Refresh and New Technology Provisions

Information Technology Enterprise Solutions-3 Hardware (ITES-3H)

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Presentation Notes

ITES 3H is your total IT HW solution vehicle. If you are undergoing a system refresh, standing up an installation, getting networking equipment, with related software and related services, this is the vehicle you would solicit. The ordering period for the ITES-3H contracts in June 2016 and is open to all Army, DOD, and all federal agencies. Ordering is decentralized and there is no usage fee. The RFQ tool is the required method of obtaining quotes through CHESS. There are 17 IDIQs on ITES-3H and the program maximum is $5B across all contracts including options. There is a clause in the contract that allows services and deliveries to be executed up to 12 months beyond the expiration date of the contract. Customers now have the ability to do small business set-asides through ITES-3H. Please note that personal computers and notebooks under this contract are for the fielding of a complete or total design solution as opposed to a personal computer or notebook replacement vehicle which would be mandatory for purchase under ADMC-2 during the Consolidated Buy. Our vendors do continually monitor new technologies and refresh their catalog product offerings throughout the life of the contract which allows CHESS to stay on top of an evolving IT world and the ability to offer our customers the latest and greatest products. No protest allowed on orders under $25M for DoD ($10M) for civilian agencies EXTRA: ITES-2H DOs issued prior to 23 June 2016 are permitted to execute deliveries and services within the scope of the contract for up to 12 months after expiration of the contract per FAR clause 52.216-22(d), which is included in the base contracts.

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Mobility & Wi-Fi Services

ADMC-2 Contract• ADMC-2 provides pre-loaded AGM mobile computing devices, including laptops and certain tablets and slates.

Ordering is open to Army, DOD and other Federal Agencies. https://chess.army.mil/Contract/Admc2

Wi-Fi Device Contract• This is the main mobile device contract and the result of a partnership with NASA SEWP. The scope of the

Microsoft Surface & Wi-Fi Devices Contract is Wi-Fi devices that have either an Android or Apple IOS Operating system. All devices are Wi-Fi only and have no cellular data plans or capabilities.

• This contract now also offers Microsoft Surface devices, including Microsoft Surface Book, Microsoft Surface Pro 3 & 4, Microsoft Surface 3 Light and accessories. All of these devices have Windows 10 Operating system only except Microsoft Surface 3 (Win 8.1). None of these devices come preloaded with the AGM image. All devices will require local NEC to load appropriate AGM version. These devices are also Wi-Fi only and have no cellular data plans or capabilities.

• Ordering is open to Army, DOD and other Federal Agencies. https://chess.army.mil/Contract/Program?Name=Wi-Fi%20Devices

NETCOM Wireless BPA • The scope of the NETCOM BPA is to provide commercial cellular wireless voice and data services and related

equipment, data analysis, support, and maintenance services. Ordering is open to Army and Air Force, as well as government officials within the DOD. https://portal.army.mil/apps/WEM/sitepages/userregistration.aspx

Presenter

Presentation Notes

ADMC-2 Contract ADMC-2 provides pre-loaded AGM mobile computing devices, including laptops and certain tablets and slates. Wi-Fi Device Contract This is the main mobile device contract and the result of a partnership with NASA SEWP. The scope of the Microsoft Surface & Wi-Fi Devices Contract is Wi-Fi devices that have either an Android or Apple IOS Operating system. All devices are Wi-Fi only and have no cellular data plans or capabilities. This contract now also offers Microsoft Surface devices, including Microsoft Surface Book, Microsoft Surface Pro 3 & 4, Microsoft Surface 3 Light and accessories. All of these devices have Windows 10 Operating system only except Microsoft Surface 3 (Win 8.1). None of these devices come preloaded with the AGM image. All devices will require local NEC to load appropriate AGM version. These devices are also Wi-Fi only and have no cellular data plans or capabilities. Ordering is open to Army, DOD and other Federal Agencies. NETCOM Wireless BPA The scope of the NETCOM BPA is to provide commercial cellular wireless voice and data services and related equipment, data analysis, support, and maintenance services. Ordering is open to Army and Air Force, as well as government officials within the DOD.

https://chess.army.mil/Contract/Admc2

https://chess.army.mil/Contract/Program?Name=Wi-Fi%20Devices

https://portal.army.mil/apps/WEM/sitepages/userregistration.aspx

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Common Hardware Systems (CHS)

Program OverviewThe CHS program office enables the Army's Operating Force by providing a holistic approach to acquiring common hardware across the battle space, utilizing the most effective and efficient means to meet the unique fielding requirements of tactical program offices. CHS coordinates across tactical programs to provide consolidated procurement and sustainment of modified COTS IT and to ensure configuration and obsolescence management. CHS partners with industry to examine new and emerging technologies that meet the operational need.

• Requirements Type: CDD – Approved 2006, Revalidated 2013• Acquisition Program – ACAT III designated• Fully G8 POM funded RDT&E program – NOT fee-for-service • Systems Engineering & Technology Support to all DoD• Available to Army & other DoD Agencies

Key Capabilities• Tactical / Operational Requirements:

• Commercial IT Hardware• Services in support of CHS Hardware

• Customized Hardware Configurations: • Ruggedization to MILSPEC standards (e.g. MIL-STD-810, MIL-STD-464 – and includes Gov’t-Witnessed First

Article Testing)• Transportability Requirements (e.g. Operational Transit Cases, Installation Kits)

• Configuration Management & End-of-Life Support• Systems Engineering Support for Undefined Requirements

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When to use CHESS vs CHS?

• All other Commercial IT Hardware including Enterprise Requirements

• Software, ELAs, ESAs

• Services

• SoNA / ITAS Waiver process

• Tactical / Operational Requirements

• Customized Hardware Configurations

• Configuration Management & End-of-Life Support

• Systems Engineering Support for Undefined Requirements

COTS IT Hardware

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Services

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ITES-2S Contract Overview– Sixteen (16) Indefinite Delivery/Indefinite Quantity (ID/IQ) Contracts– Period of Performance: 20 DEC 2006 to 13 APR 2020– Open to Army, DOD, and Federal agencies– Program Maximum: $20 Billion across all contracts for life of contracts (including all options)– Firm fixed price, time and materials, cost plus– Decentralized Ordering

– IT e-mart Request for Proposal (RFP) Tool required for Task Order Requests (TORs)– Contracting Officers have the option to negotiate the proposed task order pricing

– No CHESS fee– CONUS & OCONUS– No protests allowed on orders under $25M ($10M for Civilian Agencies)

ITES-2S Contract Scope• A full range of services and solutions necessary for the Army to satisfy its support of Army net

centric goals with Information Technology (IT) services worldwide – The IT services solutions are categorized in the following task areas:

Information Technology Enterprise Solutions – 2 Service (ITES-2S)

– Business Process Reengineering (BPR)knowledge management

– Information Systems Security– Information Assurance– Information Technology Services– Enterprise Design, Integration, and

Consolidation

– Education/ Training– Program/ Project Management– Systems Operations and Maintenance– Network support

Enterprise Services LLC, a wholly-owned subsidiary of DXC Technology

Presenter

Presentation Notes

Our ITES-2S vendors provide service solutions compliant with the ARMY approved standards. Examples of task areas would be Program Manager, Quality Assurance Analysts, help desk support, etc. A full list can be found on the CHESS IT e-mart. There are 16 IDIQ contracts under ITES-2S with a program maximum of $20B across all contracts including options. This contract is currently set to expire on April 13, 2018. The contract allows for 3 types the Task Orders: FFP, T&M and Cost and is open to Army, DOD and Federal agencies. Note that Army is not mandated to procure Services through CHESS as we mention before but the AFARS does designate CHESS as the Army’s preferred source for services contracts where a small business capability does not exist. No protest allowed on orders under $25M for DoD ($10M) for civilian agencies The contract also offers decentralized ordering. You will NOT submit an RFQ for a services contract. You will submit your TOR through the RFP tool. The system automatically defaults to RFQ so make sure you are on the right screen when requesting Proposals for services only requirements. EXPIRATION LANGUAGE: The ordering period for the ITES-2S contracts has been extended for an additional 24 months. The extension provides for ordering from 14 April 2018 until 13 April 2020. Ceiling labor rates for FP and T&M-type task orders are held at the Ordering Period Year 9 ceiling rates for the duration of the extension. The Ordering Guide update reflecting these changes is in process.

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Information Technology Services –Small Business (ITS-SB)

ITS-SB Contract Overview– Nine (9) Indefinite Delivery/Indefinite Quantity (ID/IQ) Contracts– Period of Performance: 12 JUL 2012 to 13 APR 2020– Open to Army, DOD, and Federal agencies– Program Maximum: $800 Million across all contracts for life of contracts (including all options)– Decentralized Ordering


– No CHESS fee– Firm fixed price, time and materials, cost plus– CONUS ONLY– Ability for Small Business set asides– No protests allowed on orders under $25M ($10M for Civilian Agencies)

ITS-SB Contract Scope– a full range of services and solutions necessary for the Army to satisfy its support of the Army

enterprise infrastructure and infostructure goals with information technology (IT) services within CONUS.

– The IT services solutions are categorized in the following task areas:

– Electronic Product Environmental Assessment Tool (EPEAT)

– Information Assurance (IA)– Independent Verification &

Validation (IV&V)

– Internet Protocol version 6 (IPv6) Engineering Services

– Migration/Integration IT Services– Warranty and Maintenance.T4

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Presentation Notes

The 2 scope differences between ITES-2S and ITS-SB is that SB can only satisfy CONUS requirements and it’s an IDIQ suite made up of all Small Businesses. There are 9 IDIQ contracts under ITS-SB with a program maximum of $800M across all contracts including options. This contract expires in April 2018. The contract allows for 3 types of Task Orders: FFP, T&M and Cost plus and is open to Army, DOD and Federal agencies. No protest allowed on orders under $25M for DoD ($10M) for civilian agencies The contract also offers decentralized ordering. Utilize the RFP tool. EXPIRATION LANGUAGE:The ordering period for the ITS-SB contracts has been extended for an additional 24 months. The extension provides for ordering from 14 April 2018 until 13 Apr 2020, with all work required to be completed by 13 April 2020. Ceiling labor rates for FP and T&M-type task orders are held at the Ordering Period Year 5 ceiling rates for the duration of the extension. ��REMINDER: As a result of re-certification the four vendors listed below are no longer a "Small Business" and will not be eligible to participate in this extension. Performance under any current task order or task orders issued prior to 15 Feb 2016 must be completed within 24 months of the expiration of the contract per FAR clause 52.216-22(d), which is included in the base contracts. This applies to the following vendors: ��W91QUZ-11-D-0001 ActioNet W91QUZ-11-D-0003 Engineering Services Network, Inc. W91QUZ-11-D-0004 Enterprise Information Services, Inc. W91QUZ-11-D-0011 NetCentrics

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Army Cloud Computing Enterprise Transformation (ACCENT)

ACCENT Contract Overview– Period of Performance: BOAs - 3 years; TOs - up to 5 years– 68 Vendors– Open to Army and DOD– Program Maximum: $248.7 million ($204 million hosting and $44 million transition/modernization).– Decentralized Ordering


– No CHESS fee– All ordering on ACCENT must be through CHESS

ACCENT Contract Scope– Services and solutions necessary for the Army to satisfy the requirement to migrate Army enterprise

systems/applications to commercial cloud service providers and/or AEHFs. Commercial cloud services will be acquired based on approved Cloud Service Provider (CSO) Cloud Service Offerings (CSOs) (i.e., those with a DoD Provisional Authorization). ACCENT will also enable capability owners to modernize and transition applications to CSP/CSOs and/or AEHFs, and facilitate the acquisition of modular or mobile hosting facilities.

• Cloud Hosting• Transition Support• Modernization

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Presentation Notes

All ordering on ACCENT must be through CHESS. ACCENT provides an Army contract vehicle to procure technical support for transition of Army enterprise systems/applications migrating to a commercial cloud environment or an Army Enterprise Hosting Facility (AEHF). These requirements are in support of the Army Data Center Consolidation Plan (ADCCP) modernization and migration requirements. The Army is moving designated IT applications, systems and associated data to authorized commercial cloud service providers (CSP) and consolidating data centers to AEHFs. ��Basic Ordering Agreements (BOAs) will be issued to allow Army capability owners to obtain commercial cloud hosting services in any combination of service models, deployment models, and Impact Levels as defined in the DoD Cloud Computing Security Requirements Guide (CC SRG) along with transition and modernization support services required to move a system/application to a cloud environment. Cloud requirements may also include mobile computer solutions. The ACCENT BOA will be the Army's preferred source used by all Army commands and organizations requiring commercial cloud hosting, data center migration, transition support, and application modernization services.��Note: CSP/CSO required to have FedRAMP/DoD provisional Authorization (PA) to be awarded a BOA.

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Software

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Presentation Notes

This portion of the briefing is focused on our software initiatives. We have Enterprise License Agreements (ELAs) that we work in conjunction with the CIO/G-6 office, DOD ESI BPAs which we partner with the ESI group and our ID/IQ contract vehicle ITES-SW.

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Software Procurement through CHESS

Visit the CHESS Software Agreements Page to get started!

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Presentation Notes

To procure software through CHESS first you need to see if your requirement can be met via ELAs, ESIs, or the ITES-SW contract. You must look at ELAs first then ESI and lastly ITES-SW. To determine if the CHESS contracts meet your requirements you will need to refer to the specific software contract pages. For ITES-SW you will need to submit a RFQ. If you determine the CHESS contracts do not meet your requirements you can submit a SoNA request.

https://chess.army.mil/Contract/SoftwareAgreements

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Enterprise License Agreements

ELA Contract Overview– ELAs are typically service component specific unless

specified as a Joint effort between two or more DOD components

• Period of Performance varies • Ordering Open To varies• Decentralized Ordering

ELA Scope• Utilizes best practices for establishing ELAs• Acquisition Planning specific to ELAs• Vendor relationships• Established standard terms and conditions for ELAs• Strong partnership with supporting Contracting Office• Army representative to the DOD Enterprise Software

Initiative

ELA Quick Look

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Presentation Notes

ELAs are service component specific unless identified as a Joint effort with other DOD components. All ELAs vary on who ordering is open, how to order, and period of performance. When developing ELAs there are usually 2 or more Army commands with validated requirements and applied funding. CHESS utilizes best practices when establishing ELAs. ELAs help build vendor relationships and strengthen our partnership with supporting Contracting Offices. CHESS partners with the Army CIO/G-6 on ELAs.

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CHESS License Tracker for Software (LTS)

• Several Enterprise License Agreements (ELAs) have been awarded pursuant to Army goals to streamline acquisitions and generate significant cost avoidance in software procurements through centrally negotiated and purchased Commercial Off-the-Shelf (COTS) software.

• The CHESS LTS was established to centrally manage the assets of these agreements.

• The LTS allows customers to:– Request licenses

• Customers cannot download licenses from the License Tracker. The LTS is provided as an internal request and asset tracking tool only.

– Provide a real-time, command level view of all previous and current license requests.

• The LTS is accessed through the CHESS IT e-mart at the following link: https://chess.army.mil/Static/LTS_OVR

Software Management Tool

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Presentation Notes

Pursuant to Army goals to streamline acquisitions and generate significant cost avoidance in software procurements through centrally negotiated and purchased Commercial Off the Shelf (COTS) software for use across the Enterprise, the Army currently has several Enterprise License Agreements (ELAs). In order to deliver improved efficiencies while reducing management overhead costs for the ELAs, the Product Lead, Computer Hardware Enterprise Software and Solutions (PL CHESS) has established a License Tracker for Software to centrally manage some of these agreements.

https://chess.army.mil/Static/LTS_OVR

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Enterprise Software Initiatives

ESI Contract Overview– Co-chaired by OASD/CIO staffer and DOD service rep (currently Navy)

– ESI Established Jun 1998

– ESIs are DOD-wide level agreements• Period of Performance varies • Ordering Open To varies • Decentralized Ordering at Component level

ESI Scope• Lower total cost of ownership across DOD, Coast Guard and

Intelligence Community• Establish and manage enterprise commercial off-the-shelf (COTS) IT

agreements, assets and policies• DOD components appoint Software Product Manager (SPM) to:

– Consolidate requirements and develop business case– Negotiate best-value deals– Administer resulting agreements

• CHESS is the Army’s Software Project Manager (SPM)

ESI Quick Look

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Presentation Notes

ESIs are co-chaired by OASD/CIO staffer and a DOD service rep. Similar to ELAs, the ESIs vary on the period of performance and who ordering is open to. To develop an ESI BPA there are usually multiple DOD level customers with validated requirements. ESIs allow for lower total cost of ownership across the DOD. Each DOD component has a Software Product Manager (SPM) who is responsible to consolidate the service’s requirements, negotiate best-value deals, and administer resulting agreements. CHESS is the Army’s SPM.

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Information Technology Enterprise Solutions – Software (ITES-SW)

ITES-SW Contract Overview– Three (3) Indefinite Delivery/Indefinite Quantity (ID/IQ) Contracts– Period of Performance: 11 FEB 2015 to 11 FEB 2020– Open to Ordering contracting officers within the Army – Program Maximum: $179 Million across all contracts for life of contracts (including

all options)– Decentralized Ordering

– IT e-mart Request for Quote (RFQ) Tool– No CHESS fee– No protests allowed on orders under $25M ($10M for Civilian Agencies)

ITES-SW Contract Scope• COTS software products and related services that have obtained a full Certificate of

Networthiness (CoN) applicable under the following categories:– IT Utility & Security– Modeling & Simulation– Multimedia & Design– Program & Development

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Presentation Notes

Our newly awarded ITES-SW contract is currently only open to the Army. This contract consists of 3 IDIQ type contracts with 4 catalogs. Decentralized ordering can be leveraged through the RFQ tool on the CHESS website. Only products with an approved Certificate of Networthiness (CoN) are on contract. No protest allowed on orders under $25M for DoD ($10M) for civilian agencies

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CHESS Statement of Non-Availability (SoNA)

• What is a SoNA and why is it a requirement in order to purchase from a source other than CHESS? – A SoNA is issued by CHESS as validation that an Army organization has complied with the AR 25-1

regulation to purchase all COTS IT through CHESS; however, no viable contract vehicle was available at the time of the requirement submission.

– A SoNA/ITAS Waiver package is not required for Services, such as IT support, hardware maintenance, and software maintenance as a service – unless the service is part of a server hosting solution

• Is a SoNA sufficient for purchasing outside of CHESS?– A SoNA does not constitute approval to purchase or deviate from any Army regulation or policy. In

addition to a SoNA, commands funding the purchase must request an ITAS Waiver to purchase from sources other than CHESS regardless of cost or appropriation. The ITAS Waiver tool is available at (https://www.eprobe-training.army.mil/enterprise-portal/web/itas/home).

Policy Reference: Army Waiver Process for COTS IT Procurement Outside the CHESS Program

SoNA Process at https://chess.army.mil

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Presentation Notes

CHESS previously led the waiver process. CIO/G-6 assumed the lead role of the waiver process in July 2013. When CIO/G-6 took over, they tasked CHESS with providing Statements of Non-Availability (SoNAs) as the first step in obtaining a ITAS Waiver from CIO/G-6. It is not sufficient on it’s own to purchase outside of CHESS. A Statement of Non-Availability is exactly what it sounds like. It is a statement that a product is NOT available through CHESS. Customers may receive an APPROVED SoNA or a REJECTED SoNA. A SoNA will be APPROVED if a product is truly unavailable through our contracts. Customers verify that the product was unavailable by citing their “no bid” or “no response” RFQ ID numbers. A SoNA will be REJECTED if a product is available through our contracts. A customer may want a waiver if they have obtained a lower priced quote outside of CHESS or in the case of urgent need. Customers verify the lower price or urgent need by including their RFQ responses. A rejected SoNA does not necessarily mean you will receive a denied ITAS Waiver. CIO/G-6 just needs to see that an Army customer followed the guidance and went through CHESS first. The customer must then provide the approved or rejected CHESS SoNA to CIO/G-6 for them to process a waiver along with any necessary documentation (Quotes, J&As, etc). NOTE ON LOWER PRICE: Before soliciting quotes outside of CHESS, you are strongly encouraged to first submit RFQs for CHESS vendors. If you received a CHESS quote that is higher than a non-CHESS vendor quote for product(s) available through CHESS Hardware and Software contracts: Step 1: You are encouraged to go back to the CHESS vendor(s) to negotiate lower pricing or price match. If lower pricing or price match cannot be met by the CHESS vendor(s): Step 2: Submit for a CHESS SoNA (Note: The SoNA will be rejected as CHESS does not issue Statements of Non-Availability based on lower price. The rejected SoNA can be used to obtain an ITAS waiver.) Lower Price Feedback Form: If you have received a lower-price quote from a non-CHESS contract vehicle/vendor, please complete the form (link below) and the appropriate contract manager will contact you within 3-5 business days. We might be able to assist with finding a better price that meets current rules and regulations.

https://www.eprobe-training.army.mil/enterprise-portal/web/itas/home

https://chess.army.mil/Content/files/ArmyWaiverProcessForCOTS.pdf

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Goal 1 Waiver Transition to ITAS

• Effective 20 Nov 15 Goal 1 Waiver has transitioned to the Information Technology Approval System (ITAS).

• ITAS was created to re-engineer the IT Waiver process into a more transparent process enabling improved management of IT inventory to better inform users involved in the budget process.

• Commands can no longer utilize the Goal 1 Waiver tool. Any G1W requests submitted after 20 Nov 15 will be rejected.

• Prior to waiver submission, users are required to attend ITAS training. – Training page: https://www.eprobe-training.army.mil/enterprise-portal/web/itas/home

https://www.eprobe-training.army.mil/enterprise-portal/web/itas/home

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Statement of Non-Availability (SoNA) & ITAS Waiver

• How to submit a SoNA and obtain an ITAS Waiver:– https://chess.army.mil/C

ontent/Page/SONA• When do I need an ITAS

Waiver, but not a SoNA?– Answer: If it is a

datacenter related purchase you will need a ITAS Waiver, but not a SoNA*

• ITAS Waiver and SoNA FAQs:– https://chess.army.mil/st

atic/FAQ

*Moratorium on IT Spending Exception

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Presentation Notes

If a product is not available through CHESS then a Statement of Non-Availability needs to be acquired. This can be done through the CHESS website. An approved SoNA does not authorize use on the Army network or authority to purchase outside of CHESS. An ITAS Waiver is required when Army customer’s want to purchase software through other sources than CHESS. At this time an ITAS Waiver is not required for services.

https://chess.army.mil/Content/Page/SONA

https://chess.army.mil/static/FAQ

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CHESS IT e-mart

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CHESS IT e-mart

IT e-mart Features:• Contract Information, Modifications and Lists of Products• Request For Quote (RFQ)/Request For Proposal (RFP)/Request For Information (RFI) Tool *• Reverse Auction Capability*• Statements of Non-Availability (SoNA) Request Tool *• CHESS License Tracker for Software (LTS)*• Consolidated Buy Compare Tool• Request for Training Tool *• CHESS Tutorials, Ordering Guides & FAQs• CHESS Events Calendar• Software Agreements for ELAs and ESIs **• “Report a Bug” for Feedback *• Link to CIO/G-6 ITAS Waiver • Government Employee Purchase Program

*Must be logged in**Must be CAC logged in https://chess.army.mil

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Presentation Notes

This list illustrates all of the features offered to our customers. Note the asterisks at the bottom of the page – in order to gain full capability to the IT e-mart, a customer must be registered and logged in.

https://chess.army.mil/

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Request For (RF) Tool

In order to utilize the RF Tool to submit Request for Quotes (RFQs), Request for Proposals (RFPs), Requests for Information (RFI), or to start a Reverse Auction (RA) you must be logged into the CHESS IT e-mart at https://chess.army.mil(Once you are logged in to the CHESS IT e-mart click “RFx” on the Main Menu bar to access the RF Tool)

• Request for Quote (RFQ) – Utilize when procuring Hardware & Software from ADMC-2, ITES-3H, Mobility Services and ITES-SW contract vehicles.

• Request for Proposal (RFP) – Utilize when procuring Services from ITES-2S and ITS-SB contract vehicles.

• Request for Information (RFI) – Utilize when conducting market research to request information from any of the vendors listed on any CHESS contract.

• Reverse Auction (RA) – Utilize when soliciting vendors to successively bid prices down against other vendors. Only available for ADMC-2, ITES-3H and ITES-SW.

https://chess.army.mil/

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Annual CHESS Training Schedule

• The CHESS IT e-mart Tutorial will walk you through most of the basic capabilities, functions and features of the CHESS IT e-mart for better user experience and efficiency.

• The CHESS 101 Briefing is a program overview including detailed information about our Hardware, Software, and Services Contracts. Get additional information about our License Tracker for Software (LTS) Tool, RFx Process Tool, and how to submit Statements of Non-Availability!

• The RF Process & Reverse Auction Tutorial will walk you through how to submit Request for Quotes (RFQs) – Hardware/Software, Request for Proposals (RFPs) – Services, Request for Information (RFI) – when one is conducting initial data gathering, and how to develop a Reverse Auction (RA) efficiently and effectively by utilizing the CHESS RFx Tool.

• Contact Tricia Shelley at [email protected] to request a specialized Briefing/Training for your command!

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Presentation Notes

We offer specific trainings for how to utilize the IT e-mart and submit various requests using the RF tools. If that is something of interest to you, you can always check out the CHESS event calendar to see when the next tutorial is scheduled or contact Tricia if you would prefer a closed training session.

mailto:[email protected]

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Quick CHESS 101 Recap

CHESS is the mandatory source for commercial IT hardware and softwarePurchases.• Step by Step tutorials available on the CHESS IT e-mart include:

– Request for Quote (RFQ) Tutorial– Request for Information (RFI) Tutorial– Reverse Auction (RA) Tutorial– Statement of Non-Availability (SoNA) Process Tutorial– License Tracker for Software (LTS) Guide

https://chess.army.mil/Content/Page/RES_TUTRL

Wi-Fi / Mobility

ITES-3HADMC-2

Hardware Purchases

Procure Hardware by submitting an RFQ

https://chess.army.mil/Content/Page/RES_TUTRL

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Services Purchases

ITES-2S ITS-SB

Procure Services by submitting an RFP

Quick CHESS 101 Recap

Task Order Process:• Technical Point of Contact (POC) and Ordering

Contracting Officer (Ordering KO) develop a statement of work, statement of objectives or performance work statement; independent government cost estimate; evaluation criteria; funding document

• In accordance with FAR 16.505(b) Ordering, the Ordering KO must provide each IDIQ contractor a fair opportunity to be considered for each task order exceeding $3,000, except as provided for in FAR 16.505(b)(2)

• Post the SOW/SOO/PWS requirements package on CHESS IT e-mart via the RFP Tool

• Select the due date for responses (default is ten (10) days - adjust according to complexity of task)

• Technical POC and Ordering KO evaluate proposals received

• Ordering KO conducts negotiations• Ordering KO awards task order directly to winning

prime, and notifies unsuccessful offerors

If no small business capability exists, CHESS contract vehicles are the

preferred source for acquisition of IT services.

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Contact Us

Computer Hardware, Enterprise Solutions and Software (CHESS)

9351 Hall Road, Building 1456

Fort Belvoir, VA 22060-5526CHESS Customer Support Team: 888-232-4405 [email protected]

mailto:[email protected]

Documents

CHESS 101 - Army...CHESS is the primary source for establishing commercial IT contracts for hardware, software, and services …” AR 25-1 3-4 (a) “… Regardless of dollar value