Attachment 1 - TAC Modernization - PWS v5_RFI.pdf

U.S. Department of Treasury Internal Revenue Service Office of the Chief Procurement Officer

Taxpayer Assistance Center (TAC) Modernization

Performance Work Statement (PWS)

Date: 2/04/2026

Table of Contents

1.0 General Information

1.1 Background

2.0 Objective

3.0 Scope of Work

3.1 Scope Description

4.0 Tasks

4.1 Assessment of TAC Operations Current State

4.2 Recommendations for TAC Future State

4.3 Support implementing recommendations

4.4 Project Management Task

5.0 Type of Contract

6.0 Period of Performance

7.0 Place of Performance

8.0 Personnel Requirements

8.2 Key Personnel

9.0 Deliverables

9.1 Table 1. Deliverables Table

10.0 Quality Assurance Surveillance Plan

11.0 Section 508 of the Rehabilitation Act

12.0 Travel

13 Government Furnished Property and Information

13.1 Government Furnished Property

13.2 Government Furnished Information

14.Security

14.1 Identification Badges

14.2 Personnel Removal and Replacement

15.0 Appendixes

15.1 Appendix A – Acronyms

15.2 Appendix B – Contract on-boarding requirements

1.0 General Information

1.1 Background

The Internal Revenue Service (IRS) collects the revenue to fund the federal government and administers the nation’s tax laws. This includes a wide variety of taxes, such as individual and business income, estate and gift, employment, and excise taxes. The IRS interacts with diverse stakeholders, including businesses, financial institutions, governmental organizations, Indian Tribal governments, tax-exempt entities, enrolled agents, CPAs, and return preparers. The IRS employs over 74,000 employees in nearly 500 locations nationwide. There are 350+ Taxpayer Assistance Centers (TACs) nationwide assisting taxpayers who require in-person assistance to taxpayers requiring help with tax law inquiries, account resolution, identity verification, and other taxpayer’s needs. TACs service a diverse population and play a critical role in ensuring equitable access to IRS services, particularly for taxpayers who are unable to resolve issues through digital or telephone channels. IRS’ strategic goal is delivering a modern taxpayer experience to improve service, privacy and collection. TACs align to both Accounts Management and Compliance policies and need to ensure that they can deliver to the taxpayer as needed.

Successfully modernizing TACs enhancements such as automation is critical to improving taxpayer service delivery, efficiency, and accessibility and needs to be done in a data driven decision making process.

2.0 Objective

The primary objective of this effort is to support the IRS in identifying and implementing modernization strategies to improve the efficiency, effectiveness, and quality of service provided by the Taxpayer Assistant Centers (TACs).

3.0 Scope of Work

3.1 Scope Description

The contractor shall support IRS efforts to modernize Taxpayer Assistance Centers (TACs) through process improvements, technology evaluation, and pilot testing.

The contractor shall deliver measurable insights on efficiency, service quality, and modernization potential.

4.0 Tasks

Tasks will include (but may not be limited to) the following:

4.1 Assessment of TAC Operations Current State

The contractor will complete a full in person environmental scan of the current state of TAC operations by size: small, medium and large. The IRS will provide a list of TACs by category and work with the contractors to identify final locations. As part of this assessment the contractor will look at (although not limited to):

4.1.1 Process Efficiencies

The contractor will evaluate, collect and analyze data on:

4.1.1.1 Workflows

4.1.1.2 Layout Mapping

4.1.1.3 Time Utilization

4.1.1.4 Payments

4.1.1.5 Standardization based on best practices

The contractor will take the information collected and provide a current state assessment which includes comparison of government industry standards

4.1.2 Staffing and Resource Utilization

The contractor will evaluate, collect and analyze data on:

4.1.2.1 Resource Utilization

4.1.2.2 Contact Resolution

4.1.2.3 Personnel Optimization

4.1.2.4 Employee Experience

4.1.2.5 Standardization based on best practices

The contractor will collect the information and provide a current state assessment which includes comparison of government industry standards.

4.1.3 Employee and Customer Experience

4.1.3.1 Conduct employee shadowing, interviews and other standard practices such as focus groups and journey mapping.

4.1.3.2 Conduct taxpayer interviews and other standard practices (i.e. user stories) around customer experience.

4.1.3.3 Assess our survey and provide recommendations on improvements to language, focus, etc.

4.1.3.4 IRM Enhancements

4.1.3.4.1 Review the TAC IRMs to determine areas that can be

streamlined to specifically clarify TAC policies and places where Field Assistance could remove duplication with AM and Compliance IRMs as appropriate.

4.1.3.4.2 Identify improvement opportunities that assist employees in efficiently identifying IRM research topics/sections that target TAC procedures effectively.

4.2.3.3 Identify ways to employees in identifying IRM topics/section that align with FA policies.

4.1.4 Taxpayer Identification and Data Security Measures

The contractor will evaluate current processes compared to other in person service operations focused on ensuring individual identification validity and security of their data.

4.1.4.1 Biometrics

4.1.4.2 Compare current security processes to government industry standards

4.1.4.3 Identity Protection Modernization

4.1.4.4 Current market research around ID verification software

4.1.4.5 Industry standards for document authentication

4.1.4.6 Identify current Credential Authentication Technology (CAT)

4.1.5 Technology Modernization

4.1.5.1 Review current TAC systems

4.1.5.2 Review of current Taxpayer Service Accounts Management systems

4.1.5.3 Review current Compliance systems

4.1.5.4 Compare the three systems in a crosswalk and identify missing components in TAC and what may be duplicative.

4.1.5.5 Provide a report that clearly identifies gaps.

4.1.6 Operational Assessment

Evaluate the current operational process and policies and provide a report on current state for the following areas:

4.1.6.1 Training

4.1.6.2 Taxpayer Contact Experience

4.1.6.3 Knowledge Management

4.1.6.4 Review IRM 21.3.4 Field Assistance and IRM 1.4.11 Field Assistance

Guide for Managers and identify areas of duplication and lacking clarity when TAC employee research policy.

4.1.7 Reports on Data Driven Analytics

4.1.7.1 Review current reports within TAC compared to government industry standards.

4.1.7.2 Review other area current state (example, AM, Chief Taxpayer Services) and compare what TAC provides its leadership versus what other areas provides around ROI and KPI.

4.1.8 Current State Task Deliverables

4.1.8.1 Within 30 days of contract award, the contractor will work with the IRS Program Manager, TAC Modernization Team and Leadership to develop and share for IRS approval, a timeline for completion of the TAC Current State Assessment as written above.

4.1.8.2 The contractor shall provide a comprehensive report by the end of the agreed date that lays out the current state of the TACs in Field Assistance based on the information above and includes strengths, inefficiencies, risk and gaps. IRS will provide clarifications or adjustments during our regular touch bases as we work agilely and iteratively through this process.

4.1.8.3. Throughout the process, if improvement and enhancement opportunities are identified that are high impact and low effort, the contractor will work with IRS to start implementing it based on IRS resources.

Task 1 Outcome: A documented baseline of current TAC operations, including strengths, inefficiencies, risks, and gaps.

4.2 Recommendations for TAC Future State

Contractor will develop a report that provides recommendations on how Field Assistance could improve in the areas below based on current state analysis delivered as part of the current state task ().

4.2.1 Process Efficiencies

4.2.1.1 Staffing and Resource Utilization

4.2.1.2 Employee and Customer Experience

4.2.1.3 Develop recommendations to improve employee experience

4.2.1.4 Develop recommendations to improve customer experience

4.2.2 Taxpayer Identification and Data Security Measures

4.2.2.1 Provide a report that provides recommendations around opportunities to incorporate ID, establish software and document authentication improvements

4.2.2.2 Recommend enhancements to current Credential Authentication Technology (CAT)

4.2.3 Technology Modernization

4.2.3.1Provide a report that shows potential areas of improvement and options to increase efficiency

4.2.3.2 Operational Assessment

4.2.3.2.1 Provide a report that shows the opportunities for operational efficiency gains to drive timely, consistent and accurate responses across all taxpayer contacts and prioritize them based on level of effort, timeframe to complete and cost.

4.2.3 IRM Enhancements

4.2.3.1 Provide recommendation that lays out areas that can be streamlined to specifically clarify TAC policies and places where Field Assistance could remove duplication with AM and Compliance IRMs as appropriate.

4.2.3.2 Provide recommendations on changes to the IRM that provide improvement for employees in efficiently and identifies IRM research topics/sections that target TAC procedures effectively.

4.2.3.3 Provide IRM recommendations that assist employees in identifying IRM topics/section that align with FA policies.

4.2.4 Reports on Data Driven Analytics

4.2.4.1 Mock-up of the Key Performance Indicators and Return on Investment metrics that help leadership make strategic decisions.

4.2.4.2 Once report is approved, determine steps needed to develop as a dynamic dashboard in power-bi or other commonly used IRS systems.

4.2.4.3 Evaluate current reports and identify improvement and/or enhancement opportunities to streamline, combine and unify by channel (i.e. phone, virtual, in person).

4.2.4.4 Data Resiliency Recommendations

4.2 Future State Task Deliverables

4.2.1 Comprehensive report of improvements and enhancement opportunities around the taxpayer experience along with their level of effort, scope, cost, interdependence, risks, and impact.

1. Deliver a step-by-step roadmap showing how to implement changes and measure success.

2. Written recommendation in format to be determined on areas to improve, enhance and modernize the TAC technology. Recommendations should include (but not limited to) level of effort, time estimate, scope, cost, and alignment to government industry standards (if applicable)

3. A specific report about identification and improvements and/or enhancements needed to ensure the IRM is clear, concise and aligned to Taxpayer Services and Compliance.

4. Mock-up of a dashboard that includes key performance indicators and ROI metrics that clearly show through data driven analytics how the TACs as a whole and individually are operating. The target audience are the Director of Field Assistance, CARE Director, and Chief Taxpayer Services.

Task 2 Outcome: A clear understanding of the end-to-end employee and taxpayer experience, including identified pain points and service barriers.

4.3 Support implementing recommendations

4.3.4 Once future state recommendations are evaluated by IRS Field Assistance

Leadership, the contractor will work with them to develop an action plan and provide guidance and support in implementation of the plan. Some examples of implementation could be:

4.3.4.1 Dynamic Dashboard

4.3.4.1.1 Once the dashboard mockup is approved by leadership, the contractor will support IRS’ development of a Power BI dashboard (or other application as determined by leadership).

Support should include Power BI subject matter experts who can do the development, someone expert in identifying and measuring ROI that can develop our metrics and someone who is experienced with IRS’ current metrics and reporting and/or government industry reporting standards. This dashboard should be completed concurrently with current state task.

4.3.4.2 Testing and Piloting Strategy

4.3.4.2.1 Develop a testing and piloting strategy that identifies objectives, scope, success criteria, pilot locations (IRS will identify) and evaluation methods for proposed improvements/enhancements, including virtual service delivery enhancements. (Or to the point

– Create a clear plan explaining what will be tested, where, how long it will run, and how success will be measured.

4.3.4.2.2 The contractor shall design, execute, and evaluate testing and piloting activities to validate proposed modernization and virtual service delivery recommendations prior to enterprise-wide implementation.

4.3.4.2.3 Testing and piloting shall be used to assess feasibility, effectiveness, risks, and taxpayer and employee impacts associated with recommended changes.

4.3.4.2.4 Testing and piloting activities shall support data-driven decision-making and minimize operational risk to Taxpayer Assistance Center (TAC) operations.

4.3.4.3 Design Pilot Use Cases

4.3.4.3.1 Contractors shall design pilot use cases for selected modernization initiatives, including WebSD, VSD, and EVD service scenarios, operational process changes, staffing models, and technology enhancements. (Simplifying: Define specific real scenarios to test, such as virtual appointments, remote identify verification, or new appointment scheduling approaches.

4.3.4.4 Execute Plan

4.3.4.4.1 Contractors shall support the execution of pilot activities at selected TACs and/or virtual service environments, including coordination with stakeholders, documentation of procedures, and monitoring of pilot performance. (Basically – help run the pilot at selected location and track how it performs.

4.3.4.5 Monitor and Evaluate Pilot Performance

4.3.4.5.1 Collect and analyze performance data during pilot execution, including operational metrics, taxpayer experience feedback, staff feedback, and risk indicators.

4.3.4.5.2 Provide bi-monthly reports on status of the pilot and testing and deliver refinement recommendations as applicable based on the results.

Deliverables:

4.3.1.1 Delivery of dynamic dashboard.

4.3.1.3 Development and implementation of pilot use cases.

4.3. 1.5 Monitor and evaluation of pilot use cases’ performance.

Task 4.3 Outcome: Improved alignment of staffing and resources with taxpayer demand, supported by actionable efficiency recommendations.

4.4 Project Management Task

Manage all tasks and communications between government and contractors associated with the successful completions of tasks to achieve the objective of this contract. The contractor shall:

4.4.4 Apply Agile project management methodologies to facilitate accomplishment of tasks and deliverables.

4.4.5 Ensure a clear communication path between the contractors and IRS by leveraging current systems in place including Teams Channels, Share Point and/or OneNote to ensure information is properly communicated to the entire team.

4.4.6 Conduct status meetings with IRS Program Manager and TAC Modernization Team at an occurrence that allows for steady feedback. The IRS shall determine the frequency of the meetings based on the current state of the project and could include (but not limited to) daily, bi-weekly, weekly, and monthly.

4.4.7 Conduct regular briefings with IRS leadership on work progress and ensure the contracted Task Order deliverables meet the desired output quality. Meeting frequency will be determined by IRS leadership.

4.4.4 Conduct kick-off meeting within ten (10) business days of award, the contractor must meet with Government representatives at a mutually agreed upon location or via teleconference. The intent of this meeting is to initiate the communication process for this effort between the IRS and the contractor by introducing key task order participants, explaining their roles, reviewing communication ground rules, and assuring a common understanding of task order requirements and objectives. The completion of this briefing must result in the following:

1. Any issues concerning the contractor employee security clearances will be discussed.

2. The contractor must demonstrate confirmation of their understanding of the work to be accomplished under this Performance Work Statement.

3. The contractor will provide a list of personnel contact information.

4.4.5 Participate in knowledge transfer from IRS staff.

4.4.6 Create a handover package (deliverables, data, findings, recommendations).

4.4.7 The Contractor must provide, maintain and utilize a quality control plan which correlates to the Performance Requirements Summary and Quality Assurance Surveillance Plan throughout the life of the contract. The quality control plan must contain, at a minimum:

1. A description of the inspection system to cover all services in the QASP; the description must include specifics as to the areas to be inspected on both a scheduled and unscheduled basis, frequency of inspection, and the title and organizational placement of the inspectors

2. A description of the methods used for identifying and preventing defects in the quality of service performed

3. A description of the records to be kept to document inspections and corrective or preventive actions taken The records must be kept and made available to the Contracting Officer, when requested, throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract.

4.4 Deliverables:

4.4.1 Kick-off meeting

4.4.2 Status Updates

4.4.3 Leadership readouts

4.4.4 Project Work Plan(s)

4.4.3 Final handover package

4.4.4 Quality Control Plan (QCP)

4.4 Outcome:

The government receives clear communication from the contractor that enables successful completion of all tasks and the accomplishment of the contract objective.

5.0 Type of Contract

This will be a firm-fixed-Price contract.

6.0 Period of Performance

The Government anticipates a one (1) 12-month base year, and one (1) 12-month option year as follows:

Period Begin End Base Year May 1, 2026 April 30, 2027

Option Year One May 1, 2027 April 30, 2028

The actual dates of the contract will be established once award has been made.

7.0 Place of Performance

The Contractor shall generally work remotely or at the Contractor’s site, though the Contractor will have the option to work at IRS locations, if requested, to facilitate faster delivery.

The exception to this is when the Contractor is doing the environmental scan of the TACs and interactions with the employees and taxpayers should be in person.

Contractor employees shall be provided with secure remote access to the IRS network via whatever technology is approved for that purpose (currently Enterprise Remote Access Project (“ERAP”)).

Contractor employees will also be granted occasional, “as-needed” access to an IRS facility near their location to obtain services only available in IRS offices (e.g., computer hardware repair or replacement).

The Place of Performance for program management review meetings, to include Kick-off and Closing meetings, will be in Atlanta, GA (preferred) or virtual via Teams, as decided by the IRS.

The Contractor is allowed limited access to the IRS Government facilities as specified below:

1) 401 W. Peachtree, Atlanta, GA 30308

7.1 Hours of Operation

All services provided under this contract are expected to occur during normal business hours, which are defined as 8:00 a.m. to 5:00 p.m. Eastern Standard Time (“EST”), Monday through Friday except for special events. When traveling to the sites, there may be the need to work outside these hours, and if so, the IRS will request approval from the CO through the COR as soon as possible, no less than five (5 business days in advance).

The nature of some of work may require effort outside the normal workday to minimize the impact of application changes upon the user community. If the Contractor anticipates a need for performance outside of normal business hours, a request shall be sent to the CO and COR via email no less than five (5) business days in advance. If the Government requires performance outside of normal business hours, notice shall be sent to the Contractor via email no less than five (5) business days in advance. Performance outside of normal business hours is subject to the approval by the

CO.

Recognized Government Holidays: The Contractor shall not perform any services on the following holidays unless specifically approved by the COR:

New Year’s Day Martin Luther King Jr.’s Birthday President’s Day Memorial Day Juneteenth Independence Day Labor Day Columbus Day Veteran’s Day Thanksgiving Day Christmas Day

The U.S. Government also observes the following:

Any day designated by Federal Statute Any day designated by Executive Order Any day designated by Presidential Proclamation

Contractors are not authorized to be on-site or perform work at a government facility without a government employee present.

8.0 Personnel Requirements

The Contractor must provide agile team with a balance of key personnel and non-key personnel.

The Contractor must provide a sufficient number of qualified personnel, to assure successful performance of the services required by this PWS.

The Contractor must ensure that all personnel have the expertise, knowledge, and training, and possess credentials and experience appropriate to perform all the types of activities and subtasks outlined in the PWS and in section 6.3 key personnel.

8.1 Change of Personnel

If applicable, during the first 10 calendar days of the start of the period of performance, the Contractor must provide any updates or changes to resumes of key personnel from their original proposal for personnel that comply with the contract’s minimum qualifications and position descriptions criteria. All resumes must include a description of the position and qualifications standards that must be used in acquiring all personnel positions working under this contract. The qualification criteria must include, but is not limited to the following: the minimum number of years of relevant experience (performing similar work at facilities with similar complexity in equipment and building operations as proposed under this contract);

specific type of experience required for each type of position, certifications for each type of position, education/training for each type of position, etc. Resumes should also be accompanied with applicable documentation to support all experience and training assertions such as DD214, diploma, training certs, etc. The COR will review the resumes for compliance with the qualifications. The government may request additional candidates and resumes for replacement of any personnel resumes submitted that the government deems to be non-compliant with the qualifications. If the government makes a request for additional candidates /resumes, the request will be made within 10 days of receipt of the Contractors resumes. The Contractor must provide the additional resumes addressing the government's concerns within 10 days of receipt of the request from the CO/COR. In addition, the Contractor must provide resumes for any replacement key personnel assigned to this contract, so the CO/COR can review them for compliance. All replacement personnel must meet or exceed all the original personnel qualifications and experience criteria in the Contractor's proposal. Within 5 days of the government's acceptance of personnel the contractor must submit the employees’ information for background checks as requested by the COR.

8.2 Key Personnel

The following personnel are considered key personnel and must provide services in the above-mentioned positions full-time.

8.2.1 Project Manager

The PM must administer oversight and management of the Contract, ensuring all aspects of the contract are fulfilled and deliverables are met in a timely manner and provided to the COR/or appointed SQI in a timely manner. The Contractor must notify the Contracting Officer and COR two (2) weeks in advance of the current Project Manager's departure. The Contractor must submit to the Contracting Officer and COR two (2) weeks in advance of the current Project Manager's departure, the resume of the proposed replacement Project Manager to permit evaluation of qualifications.

9.0 Deliverables

9.1 All contractors provided deliverables, and documentation shall be electronic copy and compatible with Microsoft Office products such as Word, PowerPoint, and Excel. The format and layout of each deliverable is at the discretion of the Contractor and shall be mutually agreed upon by the Government. All contractor deliverables or work products will remain categorized as “Official Use Only.” The release of any portion must be authorized by the government. The deliverables and work products will be provided in electronic format and must comply with all applicable standards of Section 508 of the Rehabilitation Act.

9.2 The Contractor’s deliveries must be produced in accordance with the schedule. All delivery dates are based on calendar days. Contractor must ensure that all deliveries are clearly marked with the contract number and visible in the subject line of the email or on all shipping/service documents, containers, and invoices. Unless otherwise specified below, all deliverables and work products must be provided to the COR no later than 4:30 p.m. local time on the date(s) specified in the order.

9.3 The Contractor shall submit all deliverables to the COR, and designated Project Management Office (PMO’) personnel, unless otherwise specified below. The Contractor is responsible for quality control of the deliverables identified in the contract and will work with the Contracting Officer’s Representative (COR) that are members of the government ’s technical monitoring team to ensure the quality and quantity of deliveries and service performance is consistently maintained and meeting the need.

9.4 The COR will provide written notification of acceptance or rejection of all deliverables within ten (10) calendar days of the scheduled delivery date or actual delivery date, whichever is later. In the event of absence of written notification of the Government’s acceptance or rejection within ten

(10) calendar days, it is the responsibility of the Contractor to confirm receipt and acceptance of the deliverable(s). All rejection notifications will include an enumeration and explanation of the specific deficiencies causing the rejection. If requested by either the Contractor or the IRS, a meeting will occur to discuss the deliverable in detail. All meetings will be held via Microsoft Teams.

9.5 Table 1. Deliverables Table

The Contractor must provide the deliverables as described in the table below.

Task 4.1: Assessment of TAC Operations Current State

Deliverable ID Deliverable Item Due

Deliverable 4.1.1 Deliver timeline for current state assessment.

TBD

Deliverable 4.1.2 Provide comprehensive report of current state.

TBD

Deliverable 4.1.3 Improvement/Enhancement Opportunities

Throughout PoP

Task 4.2: Recommendations for TAC Future State

Deliverable ID Deliverable Item Due

Deliverable 4.2.1 Comprehensive reports of improvement and enhancement opportunities related to taxpayer experience.

TBD

Deliverable 4.2.2 Deliver step-by-step roadmap for implementation with success measures.

TBD

Deliverable 4.2.3 Provide written recommendations to modernize technology.

TBD

Deliverable 4.2.4 Provide report related to IRM enhancements.

TBD

Deliverable 4.2.5 Provide proof-of-concept dashboard including, but not limited to, KPIs and ROI metrics.

TBD

Task 4.3: Support Implementation Recommendations

Deliverable ID Deliverable Item Due

Deliverable 4.3.1 Delivery of dynamic dashboard

TBD

Deliverable 4.3.2 Development and implementation of pilot use cases

TBD

Deliverable 4.3.3 Monitoring and evaluation of pilot use cases’ performance.

TBD

Task 4.4: Project Management

Deliverable ID Deliverable Item Due

Deliverable 4.1 Kick-off meeting Within 10 days after award

Deliverable 4.2 Leadership Readouts Weekly / As needed Deliverable 4.3 Handover of deliverables, documents, and recommendations

7 days upon request of the Government

Deliverable 4.4 Quality Control Plan Within 10 days after award

10.0 Quality Assurance Surveillance Plan

The Government has developed a Quality Assurance Surveillance Plan (“QASP”) to assist in monitoring contract performance. The QASP defines the Government’s desired outcomes, required services, performance standards, acceptable quality levels and monitoring methods for each task included in this contract.

11.0 Section 508 of the Rehabilitation Act

The Contractor will provide Electronic and Information Technology (EIT) products (supplies and services) in the form of electronic reports that comply 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 36 CFR Part 1194 in accordance with the clauses set forth in the contract.

The Contractor must adhere to Section 508 of the Rehabilitation Act of 1973, which requires access to the Federal Government electronic and information technology. The law applies to all Federal agencies when they develop, procure, maintain, or use electronic and information technology. Federal agencies must ensure that this technology is accessible to employees and members of the public with disabilities. http://www.section508.gov/.

Each EIT product or service furnished under this PWS must comply with the EIT Accessibility Standards (29 U.S.C. 87794(d)). For every EIT product or service accepted under this contract by the Government that does not comply with (2987794(d)), the Contractor will, at the discretion of the Government, make every effort to replace or upgrade it with a compliant equivalent product or service, if commercially available and cost neutral, on either the planned refresh cycle http://www.section508.gov/ of the product or service, or on the order renewal date, whichever occurs first.

12.0 Travel

Travel will be required in support of this contract. Travel and per diem will be reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and General Services Administration (“GSA”) Federal Travel Regulations (“FTR”). Local travel may be required for on-site meetings, etc. and is not a reimbursable travel cost. Local travel is a 50-mile radius of the place of business and for which work is to be completed within one day and does not require any air, rail, other transportation, or lodging expenses. Expenses incurred for normal transportation to arrive at work, that would otherwise be expended by the Contractor, will not be reimbursed by the Government.

Travel costs associated will be considered on a case-by-case basis. Non-essential travel will not be authorized. The Contractor must provide a travel voucher statement for all travel requests. The voucher will ensure the verification of costs incurred for travel is over a 50-mile radius from the site under the contract is both allowable and reasonable and in accordance with FAR 31.205-46.

Travel under a 50-mile radius from the specified place(s) of performance will not be reimbursed.

The Contractor will attach the voucher and receipts to the monthly invoice. For any trip expenses to be reimbursed, the COR must approve such travel in writing and in advance. The Contractor is not authorized to proceed with travel unless a written authorization is obtained from the Contracting Officer Representative (COR). Travel requests should be provided at least 20 days in advance of the travel date

13 Government Furnished Property and Information

13.1 Government Furnished Property

The following Government Furnished Property (“GFP”) will be provided to Contractor personnel to access IRS facilities and performance of this TO. The issuance, handling, and disposition of GFP shall be conducted in accordance with FAR 52.245-1, Government Property, Alternate I, and FAR 52.245-9, Use and Charges. All GFP/GFI shall be returned to the Government upon to completion as appropriate.

Item Quantity Personal Identity Verification (“PIV”) Badge TBD Laptop Computer with Local Area Network Access TBD

13.2 Government Furnished Information

Government furnished information (“GFI”) (to include manuals, notes, memos, instruction materials, and other information) shall be provided during the performance of this agreement.

Access to standards and guidelines and any other documentation that is required for the satisfactory performance of this requirement will be made available to the Contractor no later than ten (10) business days after request.

14. Security The contract will comply with all applicable IRS security policies, directives, standards, and guidance. The TS Organization will partner with and rely on the IRS Cybersecurity Office to provide guidance and ensure compliance with all IRS security requirements and considerations, including contractor access to IRS systems, data, and secure facilities.

14.1 The Contractor shall assure the Minimum Background Investigation (MBI) clearances are obtained prior to the performance of the requirement. For activities that do not require contractor employees to have MBIs, the employees can be assigned to tasks as soon as they are available and can bill against the work. However, for those who are required to have MBIs, they cannot be assigned to tasks or billed against this effort until such time as they are cleared. Contractors may have access to SBU PII information. Contractor will be granted Building Access / Proximity Control for ad-hoc meetings as directed by the COR.

14.2 The Contractor will ensure contractor personnel follow IRS HSPD-12 PIV Procedures Manual. This manual will be provided to the awardee.

14.3 The Contractor must comply with the Federal Acquisition Regulation (FAR) and IRS security clauses and provisions in the solicitation. This will be done in accordance with Title III of the E-Government Act of 2002 (Public Law 107-347), also known as the Federal Information Security Management Act of 2002 (FISMA), which requires each federal agency to provide security for the information and information systems that support the operations and assets of the agency and Internal Revenue Manual (IRM) 10.8.1, which provides overall security control guidance for the IRS.

14.4 The Contractor must ensure security requirements for Contractor On-Boarding are met within Attachment 3.

14.5 Identification Badges

14.5.1 The applicable contractor employees will not begin working under this task order until all security forms have been properly completed and submitted. All contractor employees will be required to wear identification badges when working in Government facilities.

14.5.2 Any employee assigned to support the Treasury must comply with Personal Identity Verification One and Two (PIV-1, PIV-2) requirements as described in Homeland Security Presidential Directive 12 (HSPD-12), “Policy for a Common Identification Standard for Federal Employees and Contractors,” and “Federal Information Processing Standard 201, Personal Identity Verification Standards for Federal Employees and Contractors,” dated August 2013. The use of non-citizens, including Lawful Permanent Residents (LPRs), is not permitted in the performance of this contract for any position. Contractor personnel will have limited access to Treasury facilities, information and equipment. The Contractor must comply with security badge procedures for Contractor On-Boarding within Appendix B.

14.6 Personnel Removal and Replacement

The applicable contractor employees are subject to investigation by the Government.

Applicable contractor employees who undergo contractor clearances that reveal, but are not limited to, the following may be unacceptable under this contract: conviction of a felony, a crime of violence or a serious misdemeanor, a record of arrests for continuing offenses, or failure to file or pay federal income tax. The Government reserves the right to determine if a contractor employee assigned to a task will continue with the task. The Contractor must agree to remove the person assigned within one day of official notification by the Government and provide a replacement within five days. New hires or substitutions of personnel are subject to the contractor clearance requirement.

15.0 Appendices

15.1 Appendix A – Acronyms

15.2 Appendix B – Contract on-boarding requirements