BPA Attachment IV - Sample Task Order Pricing Template.xlsx

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IRS EDOS: Enterprise Development Operations Services
Sample Task Order Pricing Template

Instructions

Document Name: EDOS Sample Task Order Pricing Template

Instructions for completing the EDOS Sample Task Order Pricing Template:
The Offeror shall use the following tabs to input pricing: Task Area 1,2,3,4,5, 6, & 7 using Government site rates.The Offeror is only allowed to input pricing in yellow highlighted cells. The pricing template, quantities, and pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification.
The Offeror shall propose the per hour or per point price for Agile Sprints and the Agile Program Office Team. The Contrtactor shall debit points monthly, based upon monthly utilization, as determined from the first calendar day of the month to the last calendar day of the month. The Contractor shall invoice IRS for fixed price deliverables at time of completion/acceptance by IRS and will invoice IRS for points purchase, at time of purchase.
TCO numbers will be auto-calculated by multiplying the per point price by the total points estimate for a given service and given year.
Please note that the estimates are used as a basis for determining estimated TCO. While these numbers will be evaluated within the best value determination, actual TCO will be based on real and measured Agile Projects during contract performance. The IRS will evaluate services for price reasonableness on a price per point or per hour basis.
The IRS anticipates that cost per point will decrease year over year. This is based on the experience the contractor will gain each and every year in delivering cost optimizations to the IRS from a total program perspective. Offeror is encouraged to reduce the cost per point per year as well as extend spot discounts for bulk purchases of points.
Offerors may propose additional Labor Categories (LCATs). If additional LCATs are proposed, a brief justification and proposed pricing for the additional LCATs shall be included (refer to "Offeror Proposed LCATs"). The additional LCATs will be reviewed and evaluated as part of the price proposal for the Sample Task Order.
Example Task Area 5 DME Points tab is for example purposes only. The numbers in this tabs is not reflected anywhere else on this spreadsheet.
Offeror's in the Task 5 DME Points Tab are required to input the hourly rate per position in each team along with providing the point cost per sprint per team. If the hourly rate is different than what is listed in in LCAT Task Area 1,2,3,4,6,7 and LCAT Task Area 5, the Offeror must provide an explanation in the pricing volume section of their proposal as to why the hourly rates are different.

If the Offeror provides a discount in the Point Cost Per Sprint sections in Task 5 DME Points Tab, the Offeror must provide an explanation in the pricing volume section of their proposal.

Notes: A man year is 1920 hours.

Total Offeror Price EDOS Pricing Workbook Note: Quantities are for evaluation purposes only and the Government is not obligated to purchase any or all items/quantities Pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification of the BPA

TaskTitleBase PeriodOption Period 1Option Period 2Option Period 3Option Period 4Total
1Project & Program Management (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
2Operations and Maintenance (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
3Transition Services (L-H)$ - 0$ - 0$ - 0
4Earned Value Management (EVM) Support (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
5Development, Modernization & Enhancement (DME) Support (L-H)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
5Development, Modernization & Enhancement (DME) Support - Points$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
6Operations and Maintenance (L-H)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
7Managed Services (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Total Cost$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0

Task Area 1,2, 3, 4, 6, 7 Pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification

Task 1Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
Project & Program Management (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Tasks 2&6Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
Task 6: Operations and Maintenance (L-H)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Task 2: Operations and Maintenance (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Task 3Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
Transition Services (L-H)$ - 0$ - 0$ - 0
Task 4Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
Earned Value Management (EVM) Support (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Task7Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
Managed Services - (FFP)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0

LCAT Task Area 1,2, 3, 4, 6, 7

Task Description
TASK 1 - EDOS Project/ Program Management Support (Reference EDOS BPA Task Area 1: Project and Program Management Support) (FFP)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
SUB-TASK 1.1, ORIENTATION BRIEFING

Within 5 business days of task order award, the contractor shall conduct an orientation briefing for the Government. The Government does not desire an elaborate orientation briefing nor does it expect the contractor to expend significant resources in preparation for this briefing. Rather, the intent of the briefing is to initiate the communication process between the Government and 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.

SUB-TASK 1.2 PERIOD OF PERFORMANCE SUMMARY REPORT

The Contractor shall provide the Government with financial and progress reports that are accurate and timely and aid the Government in monitoring project performance from a perspective that balances cost, schedule, technical requirements, and customer satisfaction.

SUB-TASK 1.3 PROGRAM MANAGEMENT SUPPORT

All tasks identified in Program Management shall be completed throughout the lifecycle of the project to include project close-out. Project Management tasks shall be performed for all Applications Development (AD) efforts identified in the scope of this Task Order.

SUB-TASK 1.4 PROGRAM DEVELOPMENT SUPPORT

All tasks identified in Project Management shall be completed throughout the lifecycle of the project to include project close-out. The Contractor shall validate and update the strategic direction for the International Information Processing & Exchange (IIPE) and database by communicating and keeping up to date with new emerging technologies within and outside of the Government. The Contractor shall assist in the development of new programs as identified by the program office to deliver emerging technology solutions that adhere to IRS (IRM 21.3.7.7) and Treasury regulatory guidance (Treasury Regulation 1.6012-2) on International Tax Processing. Work products shall include business case development, customer requirements development, and implementation plan development.

SUB-TASK 1.5 Stakeholder Coordination & Management The Contractor shall perform tasks on-schedule and on-budget, integrate efforts with designated IRS project team(s), and conform to the IRS Enterprise Life Cycle (ELC) Iterative development path and methodologies.

SUB-TASK 1.6 Quality Management & Support The Contractor shall utilize designated IRS ELC processes, in compliance with IRS guidelines and by CMMI Level 3 process standards or a like model. With quality gate reviews defined throughout the ELC including production support, IRS will use defect data from quality assurance activities to control quality defect levels and performance.

SUB-TASK 1.7Status Reports & Meetings
The Contractor shall monitor, manage, and report the multifaceted release development efforts and provide updates to the integrated master schedule maintained by the FATCA PMO and technical stakeholders. The Contractor shall also support bi-weekly status meetings, reporting of all functional areas, identifying progress, accomplishments schedule/resource changes, and discuss any unresolved issues and action items. Project data shall be reported in meeting presentation decks one day prior to the scheduled meeting. The Contractor shall work with the FATCA PMO and technical stakeholders to support any additional status reporting requirements that result from subsequent ELC milestone reviews.Senior Program ManagerBachelors15 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Program ManagerBachelors10 to 15$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task ManagerBachelors8 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
TASK 2 - OPERATIONS AND MAINTENANCE (O&M) (Reference EDOS BPA Task Area 4: Operations & Maintenance (O&M) Support) (FFP)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
SUB-TASK 2.1 Foreign Account Tax Compliance Act (FATCA)

Contractor shall provide support to the Applications Development (AD) to sustain the ICMM-FIR Application and the multiple International Forms Submission Processing and Storage Support. Operations and Maintenance (O&M) provides continuous, high-availability services as established by operating agreements. Contractor shall provide technical expertise to identify, document and implement disciplined, repeatable procedures to operate, sustain, and manage the ICMM-FIR Application in support for the International Forms Submission Processing and Storage Support.

SUB-TASK 2.2 Business Systems Modernization (BSM) BSM is focused on revolutionizing the way taxpayers transact and communicate with the IRS using a Web-based approach to expand the existing third-party tools and data collection processes.

SUB-TASK 2.3 PROGRAM OPERATIONAL SECURITY SUPPORT

The Contractor shall assist the Government in providing information security to ensure that IRS services, programs, and related infrastructure are compliant with the applicable Government regulatory requirements.Subject Matter Expert 1Bachelors4 to 9$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 2Bachelors7 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 3Bachelors10 to 16$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 4Advanced Degree15 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 1Bachelor in process0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 2Bachelors1 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 3Bachelors2 to 6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 4Bachelors4 to 8$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 5Bachelors6 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 6Bachelors8 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 7Bachelors10 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 1High School Diploma0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 2Associates4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 1Bachelor in process0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Data ArchitectBachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Program AnalystBachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 1Bachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 2Bachelors5$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 3Bachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 1Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 2Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 3Bachelors or comparable experience15 or 18 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Quality Assurance SpecialistBachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 1Bachelors0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 2Bachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 3Bachelors4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 1Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 2Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 4Bachelors or comparable experience12 or 15 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 1Bachelors or comparable experience0 or 4 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 2Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 4Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
TASK 6 - OPERATIONS AND MAINTENANCE (O&M)(Reference EDOS BPA Task Area 4: Operations & Maintenance (O&M) Support) (L-H)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
SUB-TASK 6.1 INTERNATIONAL FORMS

International Forms Submission Processing and Storage Support, including but not limited to, International Compliance Management Model-Foreign Information Returns (ICMM-FIR), Country by Country (CBC), Qualified Intermediary (QI) Application Support, Financial Institution (FI) Registration Support, ICMM-IDT and Bulk Upload, shall be completed throughout the lifecycle of the project.

SUB-TASK 6.2 FATCA SYSTEM TESTING

• Conduct integration tests on International Information Processing & Exchange (IIPE) forms and FATCA Database to ensure all functional requirements and integration with all external system interfaces specified are successful.

• Create Test Reports in such a way that they can be easily associated with the software version provided in the transmittal and listed in the Transmittal Memorandum in compliance with IRM 2553.32

• Provide support during testing, including an orientation session as necessary to familiarize IRS test personnel with the functionality of the software in accordance with the requirements and any process/application/system changes required for the new software version

• Provide development support and project level testing of the application functionalities through defect resolution.

SUB-TASK 6.3 COMMUNICATIONS OPERATIONS & MAINTENANCE MODERNIZATION/ LEGISLATIVE CHANGES The IRS Phone and Communications systems and applications delivers interactive voice processing and web-based capabilities that require maintenance and enhancement for routine/on-going operations. Maintaining, enhancing, and implementing the phone and Web based applications nationwide, among multiple Customer Service Sites, District Offices and Computing Centers. The IRS Customer Service business vision is to shift an increasing percentage of the IRS’ telephone assistance work from Customer Service Representatives (CSR) to automated telephone applications. The maintenance and enhancement of these applications and subsystems involve numerous system interfaces and multiple project offices, all contributing to the overall complexity of maintaining and implementing communications in the services Call Center.

SUB-TASK 6.4 INTERNATIONAL TAX PROCESSING, SUBMISSION PROCESSING, ACCOUNTS MANAGEMENT International tax processing, Submission Processing, and Accounts Management (I&FA) applications in support of FATCA (Foreign Account Tax Compliance Act)

Subject Matter Expert 1Bachelors4 to 9$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 2Bachelors7 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 3Bachelors10 to 16$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 4Advanced Degree15 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 1Bachelor in process0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 2Bachelors1 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 3Bachelors2 to 6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 4Bachelors4 to 8$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 5Bachelors6 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 6Bachelors8 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 7Bachelors10 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 1High School Diploma0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 2Associates4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 1Bachelor in process0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Data ArchitectBachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Program AnalystBachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 1Bachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 2Bachelors5$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 3Bachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 1Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 2Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 3Bachelors or comparable experience15 or 18 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Quality Assurance SpecialistBachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 1Bachelors0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 2Bachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 3Bachelors4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 1Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 2Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 4Bachelors or comparable experience12 or 15 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 1Bachelors or comparable experience0 or 4 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 2Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 4Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
TASK 3 - Transition Services (Reference EDOS BPA Task Area 6: Transition Services) (L-H)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
SUB-TASK 3.1 RAMP-UP KNOWLEDGE TRANSFER/TRANSITION-IN SUPPORT (Optional)

Ramp-Up Knowledge Transfer is defined as the Contractor acquiring and understanding the necessary documentation, information, and processes related to any work in progress. This task includes frequent meetings with IRS designated Subject Matter Experts, incumbent contractor personnel, and incoming contractor to gather any tacit knowledge related to the core systems, Compliance Document Matching and Solutions Engineering/Enterprise Services tasks or programs in development. The government estimates this task will take approximately 60-90 days to complete after the Task Order is awarded for all task areas included in the scope of effort.

SUB-TASK 3.2 RAMP-DOWN KNOWLEDGE TRANSFER/TRANSITION-OUT SUPPORT (KTS) (Optional)

Within 60 calendar days of the completion of performance of this task order (or as designated by the IRS), the contractor shall fully support the transition of the contractor’s work that is turned over to another entity, either government or a successor contractor. The contractor shall assist with transition planning and shall comply with transition milestones and schedules of events.Quality Assurance SpecialistBachelors3$ - 0$ - 0$ - 0
Quality Assurance Analyst 1Associates0 to 4$ - 0$ - 0$ - 0
Quality Assurance Analyst 2Bachelors4 to 7$ - 0$ - 0$ - 0
Quality Assurance Analyst 3Bachelors7 to 10$ - 0$ - 0$ - 0
Training Specialist 1Bachelors0 to 4$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0
TASK 4 - EARNED VALUE MANAGEMENT SYSTEM (EVMS) REPORTING REQUIREMENTS (Optional)(Reference EDOS BPA Task Area 8: Earned Value Management (EVM) Support) (FFP)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
The Contractor shall comply with FAR 52.234-4 Earned Value Management System (EVMS) and Treasury EVM policy regarding ANSI/EIA STD -748A or an equivalent process. Compliance includes documenting in the business proposal, a description of the EVM System (EVMS) to be used; in sufficient detail to enable independent assessment of the Contractor’s understanding and conformity with the requirements of the ANSI/EIA-748-A standard. The EVMS description will address all salient factors, including the key EVM measures and metrics and how the EVMS integrates with general cost accounting and budgeting systems. It will also address criteria used to determine applicability and means of verifying and monitoring flow down requirements to fully integrate subcontractor EVM data with the Contractor’s EVMS. Copies of referenced Treasury and IRS EVM policies and guidance will be provided as Government Furnished Information (GFI).Senior Program ManagerBachelors15 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Program ManagerBachelors10 to 15$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task ManagerBachelors8 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
TASK 7 - Managed Services (Reference EDOS BPA Task Area 10: Managed Service) (FFP)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
A managed service under this Task Order is defined as IT software services where it is determined that a total vendor solution is the most beneficial to the government. Under this task, the responsibility for maintaining, and anticipating need for providing oversite, management, and resources to requisite work as specified within a given Task Order becomes the responsibility of the vendor with limited government oversite. Areas where this task can be applied, but not limited to are as follows: Performance standards will be documented in service level agreements (SLA) that will be part of the vendor’s quality control plan. The SLA will define the level of service expected, laying out the metrics by which that service is measured, and the remedies or penalties, if any, should the agreed-on service levels not be achieved.Help Desk ManagerAssociates2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Help Desk SpecialistAssociates1$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
ITIL Service Manager 1Bachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
ITIL Service Manager 2Bachelors4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
ITIL Service Manager 3Bachelors6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Training SpecialistBachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Totals:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0

Example - Task 5 DME Points This tab is for example purposes only. The numbers in yellow and calculations based off of those numbers reflected on this page will not show up outside of Example tabs in this spreadsheet Vendor's can only input data into yellow highlighted cells Quantities are for evaluation purposes only and the Government is not obligated to purchase any or all items/quantities. Pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification of the BPA.

**The 'Per Sprint Cost' is the Labor Hour rate multiplied by 80 hours to account for a two week sprint.

***Offeror has the opportunity to discount the Point Cost Per Sprint. Otherwise Per Sprint Cost is equal to Point Cost Per Sprint.

For simplicity the Government has assigned a Service Point to be Equal to $1 for the Sample Task Order.

Note: The “total points required” in for the task will change from vendor to vendor depending on the cost per point and hourly rates.

CategoriesBase PeriodOption Period 1Option Period 2Option Period 3Option Period 4Total
Cost Per Point$ 1.00$ 1.00$ 0.90$ 0.90$ 0.89
Total Points Required21,246,905.6021,463,475.3122,345,502.3722,573,270.0719,996,450.83
Total Cost$ 21,246,905.60$ 21,463,475.31$ 20,110,952.13$ 20,315,943.07$ 17,796,841.24$ 100,934,117.35
Point Cost for TeamsSample Task Order Agile Teams
TeamsBase Period SprintsBase Period PointsOption Period 1 SprintsOption Period 1 PointsOption Period 2 SprintsOption Period 2 PointsOption Period 3 SprintsOption Period 3 PointsOption Period 4 SprintsOption Period 4 Points
Team A1046,088,0771046,150,1331046,212,8211046,276,1481006,096,270
Team B1044,224,5631044,267,6241204,974,3741205,025,0781004,230,249
Team C755,376,360755,431,161755,486,521755,542,445523,881,931
Team D524,282,013524,325,659524,369,751524,414,292524,459,287
Team E261,275,893261,288,898261,302,036261,315,307261,328,714
Total36121,246,905.6036121,463,475.3137722,345,502.3737722,573,270.0733019,996,450.83
Sample Task Order Agile Team A
Team AHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Data Architect$ 187.31$ 189.22$ 191.15$ 193.10$ 195.06
Data Architect$ 187.31$ 189.22$ 191.15$ 193.10$ 195.06
Technical Architect 2$ 248.20$ 250.73$ 253.29$ 255.87$ 258.48
Project/Task Manager$ 108.92$ 110.03$ 111.15$ 112.28$ 113.43
Per Sprint Cost$ 58,539.20$ 59,135.89$ 59,738.66$ 60,347.58$ 60,962.70
Point Cost Per Sprint58,539.2059,135.8959,738.6660,347.5860,962.70
Sample Task Order Agile Team B
Team BHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Programer 1$ 84.77$ 85.63$ 86.51$ 87.39$ 88.28
Programer 2$ 133.43$ 134.79$ 136.16$ 137.55$ 138.95
Programer 3$ 180.64$ 182.48$ 184.34$ 186.22$ 188.12
Project/Task Manager$ 108.92$ 110.03$ 111.15$ 112.28$ 113.43
Per Sprint Cost$ 40,620.80$ 41,034.85$ 41,453.12$ 41,875.65$ 42,302.49
Point Cost Per Sprint40,620.8041,034.8541,453.1241,875.6542,302.49
Sample Task Order Agile Team C
Team CHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Programer 1$ 84.77$ 85.63$ 86.51$ 87.39$ 88.28
Programer 2$ 133.43$ 134.79$ 136.16$ 137.55$ 138.95
Programer 2$ 133.43$ 134.79$ 136.16$ 137.55$ 138.95
Data Architect$ 187.31$ 189.22$ 191.15$ 193.10$ 195.06
Technical Architect 2$ 248.20$ 250.73$ 253.29$ 255.87$ 258.48
Project/Task Manager$ 108.92$ 110.03$ 111.15$ 112.28$ 113.43
Per Sprint Cost$ 71,684.80$ 72,415.48$ 73,153.61$ 73,899.27$ 74,652.52
Point Cost Per Sprint71,684.8072,415.4873,153.6173,899.2774,652.52
Sample Task Order Agile Team D
Team DHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Data Architect$ 187.31$ 189.22$ 191.15$ 193.10$ 195.06
Technical Architect 2$ 248.20$ 250.73$ 253.29$ 255.87$ 258.48
Programer 2$ 133.43$ 134.79$ 136.16$ 137.55$ 138.95
Quality Assurance Analyst 2$ 103.27$ 104.32$ 105.39$ 106.46$ 107.55
Technical Architect 2$ 248.20$ 250.73$ 253.29$ 255.87$ 258.48
Project/Task Manager$ 108.92$ 110.03$ 111.15$ 112.28$ 113.43
Per Sprint Cost$ 82,346.40$ 83,185.76$ 84,033.67$ 84,890.22$ 85,755.51
Point Cost Per Sprint82,346.4083,185.7684,033.6784,890.2285,755.51
Sample Task Order Agile Team E
Team EHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Scrum Master$ 216.69$ 218.90$ 221.13$ 223.38$ 225.66
Technical Writer 2$ 75.91$ 76.68$ 77.47$ 78.25$ 79.05
Security Specialist 3$ 187.31$ 189.22$ 191.15$ 193.10$ 195.06
Senior Program Manager$ 133.50$ 134.86$ 136.24$ 137.62$ 139.03
Per Sprint Cost$ 49,072.80$ 49,573.00$ 50,078.30$ 50,588.74$ 51,104.40
Point Cost Per Sprint49,072.8049,573.0050,078.3050,588.7451,104.40

Task 5 DME Points Vendor's can only input data into yellow highlighted cells Quantities are for evaluation purposes only and the Government is not obligated to purchase any or all items/quantities. Pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification of the BPA.

**The 'Per Sprint Cost' is the Labor Hour rate multiplied by 80 hours to account for a two week sprint.

***Offeror has the opportunity to discount the Point Cost Per Sprint. Otherwise Per Sprint Cost is equal to Point Cost Per Sprint.

Note: The “total points required” in for the task will change from vendor to vendor depending on the cost per point and hourly rates.

CategoriesBase PeriodOption Period 1Option Period 2Option Period 3Option Period 4Total
Cost Per Point$ - 0$ - 0$ - 0$ - 0$ - 0
Total Points Required0.000.000.000.000.00
Total Cost$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost for TeamsSample Task Order Agile Teams
TeamsBase Period SprintsBase Period PointsOption Period 1 SprintsOption Period 1 PointsOption Period 2 SprintsOption Period 2 PointsOption Period 3 SprintsOption Period 3 PointsOption Period 4 SprintsOption Period 4 Points
Team A10401040104010401000
Team B10401040120012001000
Team C750750750750520
Team D520520520520520
Team E260260260260260
Total3610.003610.003770.003770.003300.00
Sample Task Order Agile Team A
Team AHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Data Architect$ - 0$ - 0$ - 0$ - 0$ - 0
Data Architect$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task Manager$ - 0$ - 0$ - 0$ - 0$ - 0
Per Sprint Cost$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost Per Sprint0.000.000.000.000.00
Sample Task Order Agile Team B
Team BHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Programer 1$ - 0$ - 0$ - 0$ - 0$ - 0
Programer 2$ - 0$ - 0$ - 0$ - 0$ - 0
Programer 3$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task Manager$ - 0$ - 0$ - 0$ - 0$ - 0
Per Sprint Cost$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost Per Sprint
Sample Task Order Agile Team C
Team CHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Programer 1$ - 0$ - 0$ - 0$ - 0$ - 0
Programer 2$ - 0$ - 0$ - 0$ - 0$ - 0
Programer 2$ - 0$ - 0$ - 0$ - 0$ - 0
Data Architect$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task Manager$ - 0$ - 0$ - 0$ - 0$ - 0
Per Sprint Cost$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost Per Sprint
Sample Task Order Agile Team D
Team DHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Data Architect$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2$ - 0$ - 0$ - 0$ - 0$ - 0
Programer 2$ - 0$ - 0$ - 0$ - 0$ - 0
Quality Assurance Analyst 2$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2$ - 0$ - 0$ - 0$ - 0$ - 0
Project/Task Manager$ - 0$ - 0$ - 0$ - 0$ - 0
Per Sprint Cost$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost Per Sprint
Sample Task Order Agile Team E
Team EHourly Rate Base PeriodHourly Rate Option Period 1Hourly Rate Option Period 2Hourly Rate Option Period 3Hourly Rate Option Period 4
Scrum Master$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 2$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 3$ - 0$ - 0$ - 0$ - 0$ - 0
Senior Program Manager$ - 0$ - 0$ - 0$ - 0$ - 0
Per Sprint Cost$ - 0$ - 0$ - 0$ - 0$ - 0
Point Cost Per Sprint

Task Area 5 - DME Non-Points Pricing is being used for evaluation purposes and are not ordered or promised as a part of the award and/or modification

Task 5Base PeriodOption Period 1Option Period 2Option Period 3Option Period 4
Year 1Year 2Year 3Year 4Year 5Total
DME (L-H)$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0

LCAT Task Area 5

Task Description
Task 5 - Development, Modernization & Enhancement (DME) Support (Reference EDOS BPA Task Area 3: Development, Modernization & Enhancement (DME) Support)Labor CategoryEducation RequiredRelevant Experience Required (Years)Estimated HoursHourly Rate Base (Govt site)Base PeriodEstimated HoursHourly Rate OP1 (Govt site)Option Period 1Estimated HoursHourly Rate OP2 (Govt site)Option Period 2Estimated HoursHourly Rate OP3 (Govt site)Option Period 3Estimated HoursHourly Rate OP4 (Govt site)Option Period 4Total
SUB-TASK 5.1 FATCA DATABASE

The FATCA Database will store the source data submitted for International Information Processing & Exchange (IIPE) forms processing.

SUB-TASK 5.2 BSM SYSTEM ENHANCEMENTS, MODERNIZATION, DEVOPS

The Contractor, at the option of the Government, may be tasked to work System Enhancements, Modernization and Monitoring that are aligned to BSM to both direct and indirect applications which can include, but not limited to Common Business Services (CBS), and Application Programming Interface (API) scope.

SUB-TASK 5.3 PHONE AND COMMUNICATIONS SYSTEM ENHANCEMENTS, MODERNIZATION, DEVOPS

The Contractor shall support development, modernization, enhancements, and developmental O&M upgrades, maintain, and sustain the day-to-day operations in support of IRS phone and communications applications systems and services.Subject Matter Expert 1Bachelors4 to 9$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 2Bachelors7 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 3Bachelors10 to 16$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Subject Matter Expert 4Advanced Degree15 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Architect 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 1Bachelor in process0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 2Bachelors1 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 3Bachelors2 to 6$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 4Bachelors4 to 8$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 5Bachelors6 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 6Bachelors8 to 12$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Engineer/Computer Scientist 7Bachelors10 or more$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 1High School Diploma0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 2Associates4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Technical Writer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 1Bachelor in process0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Programmer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Data ArchitectBachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Program AnalystBachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 1Bachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 2Bachelors5$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Application Architect 3Bachelors7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 1Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 2Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Security Specialist 3Bachelors or comparable experience15 or 18 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Quality Assurance SpecialistBachelors3$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 1Bachelors0$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 2Bachelors2$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Analyst 3Bachelors4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 1Bachelors0 to 4$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 2Bachelors4 to 7$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Web Designer/Developer 3Bachelors7 to 10$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 1Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 2Bachelors or comparable experience5 or 8 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Analyst 4Bachelors or comparable experience12 or 15 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 1Bachelors or comparable experience0 or 4 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 2Bachelors or comparable experience2 or 5 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 3Bachelors or comparable experience8 or 11 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Cloud Developer 4Bachelors or comparable experience10 or 13 with no degree$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0
Total:$ - 0$ - 0$ - 0$ - 0$ - 0$ - 0

Offeror Proposed LCATs

Labor Category Duties Brief Justification Education Relevant Experience Required (Years) Contractor Site Hourly Rate Base Period Government Site Hourly Rate Base Period Contractor Site Hourly Rate Option Period 1 Government Site Hourly Rate Option Period 1 Contractor Site Hourly Rate Option Period 2 Government Site Hourly Rate Option Period 2 Contractor Site Hourly Rate Option Period 3 Government Site Hourly Rate Option Period 3 Contractor Site Hourly Rate Option Period 4 Government Site Hourly Rate Option Period 4 image1.png

File details come from the government source that posted it. Updated .