01_b_SOW Articulate 360 2025.pdf

Human Capital Learning and Education Statement of Work

FY2025 Articulate 360 Teams Software

1. BACKGROUND

The Internal Revenue Service (IRS), Human Capital Learning & Education (L&E) is an embedded training organization that ensures employees receive the training and performance support needed to provide outstanding customer service to all taxpayers

L&E has a recurring requirement for the following name brand education course development software tool, Articulate 360 Teams.

The purpose of this contract is to provide 225 annual software subscription licenses of Articulate

360. The award of one (1) contract is anticipated as a result of this solicitation.

2. SCOPE

Use of the Articulate 360 Teams education software is a Human Capital Learning and Education Business need to create courses for use with ITM. It will be used by all Business Units and Operating Divisions.

The IRS requires purchase of 225 Brand Name Only Articulate 360 Software Licenses subscriptions with standard for Commercial Off-The-Shelf (COTS) support.

All services are strictly non-personal in nature. All items are required to be new.

Advantages to Articulate 360:

1. Articulate 360 meets all standards for the Flash-free environment.

2. Cloud version is already included at no additional cost in the Articulate 360 Teams suite

3. Articulate 360 is FEDRAMP certified.

Software Requirements:

a. Must complete and pass all IRS Idea Lab testing

b. Must comply with Section 508 of the Rehabilitation Act

c. Must be compatible with current IRS systems

d. Must comply with all IRS security protocols

e. Must be compatible with Microsoft Windows 11

f. Must be able to accommodate multiple end users in a network environment.

Purchase Order for

Item

Part Number Description Qty

1 SL-360-

T Articulate 360 Team Replacement

License

C.3: PERIOD OF PERFORMANCE

The period of performance is 1 (one) base year and 4 (four) one-year options. The anticipated period of performance is:

Base Year: 09/30/2025-09/29/2026 Option Year 1: 09/30/2026-09/29/2027 Option Year 2: 09/30/2027-09/29/2028 Option Year 3: 09/30/2028-09/29/2029 Option Year 4: 09/30/2029-09/29/2030

C.4. APPLICABLE DOCUMENTS

The Contractor shall comply with Government-wide and Bureau-specific policies, including but not limited to the following:

Treasury Directive (TD) 15.71 Internal Revenue Manual (IRM) 10.23.2 Internal Revenue manual (IRM) 10.23.3 Homeland Security Presidential Directive (HSPD) 12

The IRS, upon request, will make available the documents above. The Contractor shall comply with all new versions, amendments, and modifications made to the above-mentioned documents/standards, when they become applicable in the future.

C.5 SPECIFIC ADDITIONALTASKS

The following ARTICULATE 360 software products and services are required:

1. Help Desk Support - The vendor shall provide the IRS a single toll-free telephone number for a help desk and/or web-based help desk for troubleshooting and escalation support for this software package.

ADDITIONAL REQUIREMENTS:

C.5.1 SOFTWARE AND VERSION CONTROL

In the event the Manufacturer enhances, modifies, breaks out, or changes in any way, a software product, including the name the product, the Contractor shall be responsible to provide that feature to the Government and include it with the applicable software and license use rights.

C.5.2 INCLUSION OF EXISTING AND NEW PRODUCTS

The contractor shall include all existing software licenses, maintenance, upgrades, and corresponding support. The contractor will also provide any new products and/or updated versions of existing products that become commercially available that are within scope of the contract.

C.5.3 MEDIA INSTALLATION AND RIGHT TO COPY

The Contractor and Manufacturer shall provide rights to install all products offered, to the Government and any Contractor, supplier or distributor if needed by the Government.

The Government shall have the rights to copy and distribute all media and documentation provided. The Government shall have the right, as well as the right to assign the duties, to make copies as deemed necessary. In addition, the Government shall have the right to make copies and distribute the software by any means deemed appropriate. Distribution will be through hard copy media or electronic download.

The Government shall have the right to have a third-party copy, to distribute and load all software on workstations. The Government shall have the right to have a third party distribute documentation. The Contractor shall provide Commercially Available Software (COE) that does not require code keys to install, update or reproduce the software.

C.6 LICENSE NEEDS

The IRS has a need to acquire the ongoing license use rights, media and documentation for the Software Manufacturer’s software products. Software maintenance, upgrades and updates are to be included with the license use rights. Software provided shall be the most current commercial version available. The government will have the right to reduce or increase the quantity of licenses under the contract at any time based on federal regulations and needs and without limits.

C.7 FLEXIBILITY IN ADDING AND REDUCING NUMBER OF LICENSES

The IRS may reduce the number of licenses or acquire additional licenses of the COE and the end user support of those licenses at the stated price in whatever quantities it determines necessary to meet the IRS mission. This shall include provision of media. The IRS will notify the Contractor in writing a minimum of 60 days prior to a contract term adjustment (increase or decrease) in the licenses of COE. When an option year is exercised, quantities of licenses can be revised without advance notification.

C.8 LICENSE TRANSFER RIGHTS

The Government will have transfer rights for all software, license use rights, and maintenance from any workstation i nstalled and/or assigned.

C.9 RIGHTS TO DATA

Contractor shall not utilize or disclose any information pertaining to this contract without the prior written consent of IRS Contracting Officer.

Government-furnished-information. It is anticipated that Government-furnished information (GFI), such as test data, will be required for Contractor performance after the award. The availability of this information and the required Task timing to meet schedules required for Contractor's performance have been reviewed and determined that no apparent problems exist that will hinder successful performance by the prospective Contractor. GFI will be issued to Contractors at the discretion of the IRS Management. GFI will be monitored, tracked, and controlled using the format below and maintained by the Contract Program Manager.

The one-year contract work statement lists that Government furnished information may be provided if required and necessary when requested and approved by Program Management. That is information needed only for software test and problem resolution issues. It will be provided only when software incidents require it for testing or to identify and track software debugging.

C.10 UPDATING OF GOVERNMENT’S ARTICULATE 360 TEAMS SOFTWARE

Articulate 360 Teams shall be updated with every new version produced during the Period of Performance; and at a minimum shall be updated at least once during the beginning Period of Performance.

C.11 CD-MEDIA NEEDS

For their workstations, the IRS needs up to 2 software hardcopy media versions (media only).

This is to update the software currently in use (as necessary) and for significant updates throughout the life of this contract. The Contracting Officer will provide quantities and shipping locations necessary in written form. In the event the Contractor discontinues the production and fulfillment via hardcopy Media, it shall provide the IRS with an alternative ability to receive updates (e.g., web downloads, transmission via secure ftp.)

C.12 SHIPPING

Not applicable as this product is electronic licenses and does not require shipping.

C.13 MANFACTURER SOFTWARE OTHER REQUIREMENTS

The cost for the contract is fixed regardless of the number of support issues within the given year.

C.14 Delivery Address

Delivery shall be to the following address; a minimum of 24 hours’ notice is required prior to delivery:

Business Unit Program Office point of contract, as designated Point of Contact (POC) will be responsible for receipt and acceptance of product and invoice approval documentation as per the Internal Revenue Manual (IRM).

• The items are to be delivered to the following address below:

Internal Revenue Service Software Management Group 250 Murall Drive Kearneyville, WV 25430 Electronic delivery notification shall be sent to:

daniel.j.brennan@irs.gov

C.15 Inspection and Acceptance

The Business Unit Program Office point of contract is responsible for testing, inspection and acceptance of all items, incoming shipments, documents, and services as set forth in mailto:daniel.j.brennan@irs.gov the IRM for third party acceptance and receipt.

C.16 TRANSITION/PHASE OUT AND PHASE IN

The Information Technology (IT) products of IRS-related work are the property of the U.S.

Government, regardless of the ownership of the automation hardware or software used to create the products.

C.18 DELIVERABLES AND DELIVERY SCHEDULE

C.18.1 Acceptance Criteria for Deliverables

Software, Optional Tasks, and Services: The Contracting Officer’s Representative (COR) (FAC- COR) and Program/Task Manager (delegated official) shall issue acceptance for each deliverable upon the successful completion of each task. The acceptance date shall be the day the final deliverable is accepted by the Government or the date the task was successfully completed.

If the Contractor has not been notified of any discrepancies within forty-five (45) business days after submission of the delivery or successful completion of the task, then the deliverable or task shall be considered accepted. This time frame is necessary to allow for IRS IT to first process the software before it is passed over to L & E for their testing and packaging.

C.18.2 Hard Copies

Contract deliverables messages shall be submitted to IRS Software Management electronically to mail box corpcr@irs.gov as well as copied to the Contracting Officer (CO), FAC-COR, and the IRS Contract Program Manager. (Microsoft Word or another Microsoft format, as determined by the FAC-COR).

C.19 GOVERNMENT-FURNISHED EQUIPMENT & GOVERNMENT-FURNISHED

INFORMATION

C.20 PLACE OF PERFORMANCE

Software will be used primarily on Government workstations, at various locations. The Government has the right to use of the software on any Government and non- Government workstation if it is in accordance with and support of the IRS Mission.

C.21 INSPECTION AND ACCEPTANCE

Contractor shall monitor Contractor work and perform required inspections and testing necessary to substantiate that the services furnished under this contract conform to contract requirements, including any applicable technical requirements for specified manufacturer’s parts. The Contractor-performed inspections are independent of those performed by the IRS. The Contractor shall perform these inspections prior to requesting acceptance of the work by the IRS.

mailto:corpcr@irs.gov

IRS will inspect the work performed by the Contractor on an on-going, random basis. All services provided will be subject to inspection and signed acceptance by the customer or designated IRS personnel. Performance records may be evaluated by IRS Program or Task Manager and COR.

Performance reviews may be conducted on an as-needed basis to address deficiencies.

Contractor shall correct and make good, without additional cost to the government, work rejected by the incident ticket customer, the IRS Task Manager (or delegated official) who assigned the work, or the IRS FAC-COR.

C.22 SECURITY

The Contractor shall adhere to the Performance Work Statement as well as the IRS and Treasury Security clauses referenced in the contract:

Internal Revenue Manual (IRM) 10.23.2 Internal Revenue Manual (IRM) 10.23.3 Homeland Security Presidential Directive (HSPD) 12

C.23 INVOICE REVIEW

The Business Unit Program Office point of contract or COR may reject or require correction of any deficiencies found in the invoice or receiving report. In the event of a rejected invoice or receiving report, the Contractor and COR must be notified in writing within 10 days by the Business Unit Program Office point of contract Delivery POC of the specific reasons for rejection.

C.24 INVOICES

A warranted Internal Revenue Service’s CO is the only individual authorized to purchase under the contract. On behalf of the IRS, the following procurement office is hereby authorized to place and administer orders under the contract:

C.24.1 DELIVERY TICKETS

All deliverables under this agreement will be accompanied by one Delivery Ticket or Sales Slip which shall contain the following minimum information:

a. Name of Supplier

b. Contract Number and Task Order Number

c. Date of Awarded Task Order

d. Purchase Number

e. Quantity, Unit price/rate, and Extension of each item, and Less Applicable Discounts

f. Date of Delivery of the Deliverable or Service

1. C.24.2 INVOICES: When billing procedures provide for an individual invoice for each delivery, these invoices shall be accumulated, provided that --

a. A consolidated payment will be made for each specified period; and

b. The period of any discounts will commence on the final date of the billing period or on the date receipt of invoices for all deliveries accepted during the billing period, whichever is later.

These invoices need to be supported by evidence of delivery documentation and performance. All original invoices submitted for payment shall be sent electronically to www.ipp.gov and in accordance with Section 16. Invoicing and Payment Instructions.

C.25 HOURS OF OPERATION

Vendor shall provide on call technical support within normal business hours of 8:00 AM to 5:00 PM Central Standard Time (CST), Monday through Friday excluding Federal Holidays.

C.26 WORK SCHEDULE

Vendor shall provide on call technical support Monday through Friday excluding Federal Holidays.

C.27 POINT OF CONTACTS

Contracting Officer Representative (COR) Name: Daniel Brennan Email: Daniel.j.brennan@irs.gov Phone: 470-639-2708

Contracts Specialist:

Name: Kenyona Wilson Email:kenyona.wilson@irs.gov Phone:240-613-1088

Contracting Officer:

Name: Laura E. Edmondson Email:Laura.E.Edmondson@irs.gov Phone:240-613-5825

Program Manager:

Name: Yolanda Hughes Email: yolanda.y.hughes@irs.gov Phone: 901-707-5652 http://www.ipp.gov/