Attachment 2-Deliverables 5_13_26.pdf
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- Solicitation number
- 2043FY-26-R-00007_V1
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Attachment 2 – Deliverables Summary
This document is a deliverables schedule for a federal contract supporting IRS tax filing software services. The contractor must deliver 8,500 perpetual software licenses (one per site) via Internet and CD/DVD within a 1-year performance period (November to November), with optional additional licenses available in increments of 1-500. Core deliverables include distribution and shipping of software media within 2 business days domestically and 4 business days internationally; printed and web-based user guides upon license delivery; a final desktop software version including all tax year updates by June; disaster recovery and business continuity plans (draft at contract award, finalized within 30 days); and disaster recovery test results annually within two weeks of test completion. System monitoring and notification deliverables require email and telephone notification of system downtime and restoration within 15 minutes of discovery or resolution.
The contractor must provide comprehensive reporting and support deliverables throughout the contract term, including 16 weekly management reports (January-April 30), 8 monthly reports (May-December), and ad hoc reports upon request. Additional recurring deliverables include monthly helpdesk support metrics, help desk call logs delivered every two weeks (26 annually), deployment metrics reports, and weekly undeliverable address reports. Training deliverables include online and in-person training sessions beginning May of the initial contract year, webinar recordings provided within 7 days, a practice environment for mock tax returns, training materials in English and Spanish on CD/DVD or Internet, and a finalized training plan at contract award. Web-based training updates reflecting software and tax law changes must be delivered within 60 days of implementation. Finally, the program office requires access to software and user guides at contract award for transition activities, with an optional Certificate of Data Destruction deliverable at phase-out.
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Text version
Attachment 2 – Deliverables
DELIVERABLES
SOW
Section Description Expected Format
Period of Performance/
Delivery QTY Unit
4.2 8,500 Perpetual Software Licenses
One license per site Internet and
CD/DVD
1 year (Nov - Nov) 1 Lot
4..9 Distribution/Shipping of Software if Separately priced
CD/DVD
2 business days domestic from date of order; 4 business days international from date of order
1 Lot
4.9
Printed user guide to accompany each software package delivered. User guide accessible online to all users
Web based and printed materials
Upon Delivery of license per
EFIN
1 Lot
4.2 Final Desktop Version of
software including all updates for the tax year
CD/DVD June 1 Lot
4.2
Optional Perpetual Software licenses/User
Guides in increments of 1
- 500
One license per site Internet and
CD/DVD
Oct 1 - Sept 30 500 Each
4.9
Draft disaster recovery plan and business continuity plan/procedures for IRS comment
Email At Contract Award 1 Each
4.9
Finalized disaster recovery plan and business continuity plan/procedures
Electronic file and Paper copy
Within (30) Days of Contract Award
1 Each
4.9 Results of the disaster
recovery tests Email
Annually at a minimum within two weeks of the conclusion of the test
1 Each
4.4 Notification that system
is down.
Email and Telephone call
No later than
(15) minutes after initial discovery
1 Each
4.4 Notification that system
is restored.
Email and Telephone call
No later than
(15) minutes after resolving the problem
1 Each
4.3 Weekly Management
Reports Formal Report
Weekly after beginning of filing season Jan - Apr 30
16 Each
4.3 Monthly Management
Reports Formal Report May - Dec 8 Each
4.3 Ad Hoc Management
Reports Formal Report Upon Request 1 Each
4.9
Deployment Metrics Report for
Ordering/Shipping. See glossary for contents.
Excel Spreadsheet Per Shipping Authorization 1 Each
4.9
Deployment Metrics report that provides the addresses that were rejected by the carrier as undeliverable
Email Weekly 52 Each
4.4 Monthly Helpdesk
Support Metrics Formal Report
5th day of preceding month 12 Each
4.4 Help Desk Call Log
Excel
Spreadsheet/Word Document
Every two weeks 26 Each
4.8 Period of Performance
Summary Report Formal Report Oct and June 2 Each
4.6 Training to use the
software
Online, face-to-face, webinars, Contractor facilitated, formatted lessons, etc.
During the initial contract year, the live training sessions will be started in May
1 Each
4.9 Recordings of webinars CD/DVD or Internet
Made available within (7) days after the webinar
1 Each
4.9 Practice environment to
enter mock return information and solutions
Online
During the initial contract year, the practice environment will be made available continuously starting in May
1 Each
4.9 Training Materials
Formatted lessons in English and Spanish:
CD/DVD or Internet
Initial Year delivered with training 1 Each
4.8
4.9
Updates to web-based training and training materials due to software and any applicable tax law changes
Web Access (i.e.
blog), email notifications, release notes, etc.
Within (60) Days of the changes 1 Each
4.8 Availability and
permissions to use screen shots
Web based and printed materials As needed 1 Each
4.6 Finalized Training Plan including schedule of
events Document At Contract
Award 1 Each
4.9
Program office requires access to the software and user guide to perform transition activities, training, developing training materials, etc.
CD/DVD, Internet, Printed User Guide
At Contract Award 1 Each
4.7 Transition Phase Out
(Optional)
Certificate of Data Destruction Optional 1 Each
File details come from the government source that posted it. Updated .