RFQ-BlazeAdvisorSoftware.pdf

Blaze Advisor Software Maintenance Renewal

CLIN 0001

Manufacturer: FICO

P/N: 280-OOMN-08 DVL10

Description: Blaze Advisor - Development 10 Pack - Maintenance (Standard) - Annual - Per Developer (09/30/2018 to 09/29/2019

CLIN: 0002

Manufacturer: FICO

P/N: 280-OOMN-08 UW

Description: Blaze Advisor - Deployment Maintenance (Standard) - Annual - Per Dedicated Application CPU (Unix or Windows) (09/30/2018 to 09/29/2019) CDA/REID Project

CLIN: 0003

Manufacturer: FICO

P/N: 80-OOMN-08 DVL10

Description: Blaze Advisor - Development 10 Pack - Maintenance (Standard) - Annual - Per Developer (09/30/2018 to 09/29/2019) SWC BLARE Project

CLIN: 0004

Manufacturer: FICO

P/N: 80-OOMN-08 UW

Description: Blaze Advisor - Deployment Maintenance (Standard) - Annual - Per Dedicated Application CPU (Unix or Windows) (09/30/2018 to 09/29/2019) SWC BLARE Project

Total Price

Type of Contract: Firm Fixed Price Period of Performance: 09/30/2018 to 09/29/2019

ATTACHMENT 1

Statement of Work (SOW)

1. Introduction

REID - Rules Engine Issue Detection program eliminates the manual handling of paper tax returns and provides central and local monitoring of all aspects of the Audit classification process. (formerly named CDEr3)

SWC- This requisition is to purchase Blaze Advisor software and maintenance for the LB&I SWC High Risk Return project.

BLARE-The Bankruptcy Law Advisor Rules Engine (BLARE) is a web-based decision support system for answering incoming calls from taxpayers by the Centralized Insolvency call center at the Philadelphia campus.

The primary purpose of this software is to prepare and convert more than 350 digital signatures placed on taxpayer notices and letters. The Quality Support Center also used this software to research, create and correct electronic overlap on some of these documents.

IDS - The Inventory Delivery System (IDS) determines the most efficient treatment stream, makes case assignment, and routes inventory to ACS, the Queue, or direct field assignment.

2. Scope

This software is required for the BLARE AD-CIO/ Selection and Workload Classification Project (SWC), effort. It has been determined that this is the only software that meets the needs in these efforts. The Service already has an installed suite of BAZE Advisor. This requirement renews those licenses and provide for on-going maintenance, patches and upgrades

The purpose of REID is to automate and increase workload efficiencies and fairness of audit case selection, and to address alternative compliance treatment. REID will automate current labor-intensive, manual analysis of data files not available in any other application, while incorporating fraud and collect ability indicators

The software will enable contractor to support an Enterprise standard development platform for the rules based engine system. This software will enhance the taxpayer analyst’s processing capability to a level where its functionality is more robust and timely for identifying high risk returns for LB&I. These applications which are developed applications that are utilized by IRS Revenue Agents to manage cases large business customers. The costs contained in this requisition are taken directly from the “Infrastructure Hardware Acquisition, Servers” (IHAS) contract, TIRNO-03-Z-0016, a Treasury BPA with APPTIS managed by EUES.

By encapsulating Chapter 7 and 13 Bankruptcy core knowledge into Fair Isaac’s Blaze Advisor rules engine, and providing an intuitive web based user interface, bankruptcy laws and terms can be defined as “terms-of-art” allowing a call center phone assister to use the system’s rules based engine as a probe and response guide to answer technical questions concerning taxpayer questions concerning Chapter 7 or Chapter 13 bankruptcy.

In addition, analysts are able to make use of decision analytics or models to prioritize cases for Automated Collection Services (ACS) and Collection Field function (CFf).

The production server is installed at the Memphis Computing Center and the test/development server and backup recovery server are installed at the Martinsburg Computing Center. Communication and exchange of data occurs between the two Computing, Centers.

3. Technical Requirements

The Offeror shall provide the following comprehensive and product upgrade software maintenance for Blaze Advisor:

3.1. Direct telephone, fax, and e-mail access to support engineers for problem resolutions, status reporting, documentation clarification, and technical guidance.

3.2. Support including 24/7 access for priority 1 issues.

3.3. Free upgrades and maintenance releases provided customer’s maintenance is current and without any time gaps on the REID project.

3.4. Periodic support bulletin

4. Deliverables:

5. IRS CDA / REID Projects:

5.1. 280-OOMN-08 DVL 10, Blaze Advisor - Development Maintenance (Standard) Annual – Per Developer, Quantity 1.

5.2. 280-OOMN-08 UW, Blaze Advisor – Deployment Maintenance (Standard) Annual – Per Dedicated CPU (Unix or Windows), Quantity 4

6. IRS SWC Projects:

6.1. 280-OOMN-08 DVL10, Blaze Advisor – Development Maintenance (Standard) – Annual – Per Developer, Quantity 1.

6.2. 280-OOMN-08 UW, Blaze Advisor – Deployment Maintenance (Standard) - Annual – Per Dedicated CPU (Unix or Windows), Quantity 4

7.0 Period of Performance

Base Period – 9/30/2018 – 9/29/2019

IR1052.239-9008 Section 508 Information, Documentation and Support

(SEP 2006)

In accordance with 36 CFR 1194, Subpart D, the electronic information technology (EIT) products and product support services furnished in performance of this contract shall be documented to indicate the current conformance level with Section 508 of the Rehabilitation Act of 1973, per the 1998 Amendments, and the Architectural and Transportation Barriers Compliance Board’s Electronic and Information Technology Accessibility Standards. At no time during the performance of the award shall the level of conformance go below the level of conformance in place at the time of award. At no additional cost, the contractor shall provide information, documentation, and support relative to the supplies and services as described in Section J, Attachment [Fill in]. The contractor shall maintain this detailed listing of compliant products for the full contract term, including forms of extensions, and shall ensure that it is current within five calendar days after award and within three calendar days of changes in products being utilized as follows:

(a) Product support documentation provided to end-users shall be made available in alternate formats upon request, at no additional charge.

(b) End-users shall have access to a description of the accessibility and compatibility features of products in alternate formats or alternate methods upon request, at no additional charge.

(c) Support services for products shall accommodate the communication needs of end-users with disabilities.

IR1052.239.9010 Section 508 Services (SEP 2006)

All contracts, solicitations, purchase orders, delivery orders and interagency agreements that contain a requirement of services which will result in the delivery of a new or updated electronic and information technology (EIT) item/product must conform to the applicable provisions of the appropriate technical standards in 36 CFR 1194, Subpart B, and functional performance criteria in 36 CFR 1194.31, Subpart C, unless an agency exception to this requirement exists.

The following technical standards and provisions have been determined to be applicable to this contract:

_X_ 1194.21, Software applications and operating systems.

_X_ (a) _x_(b) _x_(c) _x_(d) _x_(e) _x_(f) _x_(g) _x_(h) _x_(i) _x_(j) _x_(k) _x_(l)

_X_ 1194.22, Web-based intranet and internet information and applications.

_X_ (a) _x_(b) _x_ (c) _x_ (d) _x_(e) _x_(f) _x_(g) _x_(h) _x_(i) _x_(j) _x_(k) _x_(l) _X_ (m)_x_(n) _x_(o) _x_(p)

___ 1194.23, Telecommunications products.

___ (a) __(b) __(c) __(d) __(e) __(f) __(g) __(h) __(i) ___ (j) __(k) __(k:1) __(k:2) __(k:3) __(k:4)

___ 1194.24, Video and multimedia products.

___ (a) __(b) __(c) __(d) __(e)

___ 1194.25, Self-contained, closed products.

___ (a) __(b) __(c) __(d) __(e) __(f) __(g) __(h) __(i) __(j)

___ 194.26, Desktop and portable computers.

___ (a) __(b) __(c) __(d)

The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the EIT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

The following functional performance criteria (36 CFR 1194.31) apply to this contract.

_X_ (a) At least one mode of operations and information retrieval that does not require user vision shall be provided, or support for assistive technology used by people who are blind or visually impaired shall be provided.

_X_ (b) At least one mode of operation and information retrieval that does not require visual acuity greater than 20/70 shall be provided in audio and enlarged print output working together or independently, or support for assistive technology used by people who are visually impaired shall be provided.

_X_ (c) At least one mode of operation and information retrieval that does not require user hearing shall be provided, or support for assistive technology used by people who are deaf or hard of hearing shall be provided.

_X_ (d) where audio information is important for the use of a product, at least one mode of operation and information retrieval shall be provided in an enhanced auditory fashion, or support for assistive hearing devices shall be provided.

_X_ (e) At least one mode of operation and information retrieval that does not require speech shall be provided, or support for assistive technology used by people with disabilities shall be provided.

_X_ (f) At least one mode of operation and information retrieval that does not require fine motor or simultaneous actions and that is operable with limited reach and strength shall be provided.

[End of Clause]

CONTRACT CLAUSES BY REFERENCE

• IR1052.232-7003 Electronic Invoicing and Payment Requirements For The Invoice Processing Platform (IPP) (Aug 2012)

• 52.2014-7 System for Award Management (Jul 2013)

• 52.224-1 PRIVACY ACT NOTIFICATION (APR 1984)

• 52.224-2 PRIVACY ACT (APR 1984)

• 52.239-1 PRIVACY OR SECURITY SAFEGUARDS (AUG 1996)

• 52.243-1 Changes – Fixed Price

• IR1052.239-9008 Section 508 Information, Documentation and Support (SEP 2006)

• IR1052.239-9009, Section 508 Conformance (SEP 2006)

Responsibility Matters

It is the policy of the Government to award contracts only to responsible contractors (FAR 9.103 and 9.104-1). In order to determine responsibility the prospective contractors must have the following:

a. Have adequate financial resources to perform the contract, or the ability to obtain the necessary financial resources.

b. Be able to comply with the required or proposed delivery or performance schedule, taking into consideration all existing commercial and governmental business commitments.

c. Have a satisfactory performance record. A prospective contractor shall not be determined responsible or non-responsible solely on the basis of a lack of relevant performance history.

d. Have a satisfactory record of integrity and business ethics.

e. Have the necessary organization, experience, accounting and operational controls and technical skills, or the ability to obtain them.

f. Be otherwise qualified and eligible to receive an award under applicable laws and regulations.

g. Subcontractors who are performing substantive portions of contracts that are mission-critical to the Service meet these same standards of responsibility.

Note: Manufacturer: FICO Brand Name Products Only. In order to be considered for final award, the successful contractor shall demonstrate in writing that they are an authorized re-seller of the manufacturer FICO.

In addition, your firm to be actively registered in the System for Award Management (SAM) database (refer to FAR clause 52.204-7, System for Award Management). A tax check will be performed prior to final award. As a condition of final award, your company shall not have any Federal tax liabilities. Final award will be based on price and availability.

Set-aside: Small Business under the NAICS Code of 541519

ATTACHMENT 2 (Complete and submit with quote)

Representation by Corporations Regarding Unpaid Federal Tax Liability

Date:

Name of Business:

Address of Business:

REPRESENTATION BY CORPORATIONS REGARDING A UNPAID FEDERAL TAX

LIABILITY OR CONVICTION OF A FELONY CRIMINAL VIOLATION UNDER FEDERAL

LAW (DEVIATION 2015-00002) (JAN 2015)

(A) In accordance with Sections 744 and 745 of Division E, Title VII, of the Consolidated and Further

Continuing Appropriations Act, 2015 (Public Law 113-235) none of the funds made available by this or any other Act may be used to enter into a contract with any corporation that -

(1) Has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability, where the awarding agency is aware of the unpaid tax liability, unless a Federal agency has considered suspension or debarment of the corporation and has made a determination that this further action is not necessary to protect the interests of the Government; or

(2) Was convicted of a felony criminal violation under any Federal law within the preceding 24 months, where the awarding agency is aware of the conviction, unless a Federal agency has considered suspension or debarment of the corporation and has made a determination that this further action is not necessary to protect the interests of the Government.

(B) The Offeror represents that-

(1) It is [ ]is not [ ]a corporation that has any unpaid Federal tax liability that has been assessed, for which all judicial and administrative remedies have been exhausted or have lapsed, and that is not being paid in a timely manner pursuant to an agreement with the authority responsible for collecting the tax liability.

(2) It is [ ] is not [ ] a corporation that was convicted of a felony criminal violation under any

Federal law within the preceding 24 months.

Reporting Official’s Name: (Print)

Reporting Official’s (Signature)

Phone: Email:

DTAR 1052.209-72 Representation by Entities regarding Incorporation or Charter in Bermuda or the Cayman Islands - Fiscal Year 2015 Appropriations, Division E Agencies. (DEVIATION

2015-00004) (APR 2015)

(a) In accordance with Section 627 of the Consolidated and Further Continuing Appropriations, Act, 2015 (Public Law 113-235) none of the funds made available by Division E of Public Law 113-235 may be used to enter into any contract with an incorporated entity if such entity's sealed bid or competitive proposal shows that such entity is incorporated or chartered in Bermuda or the Cayman Islands, and such entity's sealed bid or competitive proposal shows that such entity was previously incorporated in the United States.

(b) The Offeror represents that it is [ ] is not [ ] an entity incorporated or chartered in Bermuda or the Cayman Islands, and was [ ] or was not [ ] previously incorporated in the United States.

(End of provision)

FAR 52.212-3 Offeror Representations and Certifications -- Commercial Items (Mar 2015)

The offeror shall complete only paragraph (b), below, of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov.

http://www.acquisition.gov/

If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall identify the applicable paragraphs at (c) through (p) of this provision that the offeror has completed for the purposes of this solicitation only, if any. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer. Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.] The full-text of the provision 52.212-3 may be obtained at http://farsite.hill.af.mil/vffara.htm.

(b)(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAMwebsite.

(2) The offeror ( ) has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of this offer that the representation and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications—Commercial Items, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201) http://farsite.hill.af.mil/vffara.htm https://www.acquisition.gov/