COVID19 Leg Plan Sppt Redacted LSJ_Redacted.pdf

DEPARTMENT OF THE TREASURY

LIMITED-SOURCES JUSTIFICATION

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

Sf1012Identification of the agency and the contracting activity:

Requiring Activity - Internal Revenue Service, Information Technology / Contracting Activity - Internal Revenue Service, Office of Information Technology Acquisitions (OITA) 2.a Nature and/or description of the action being approved:

This Limited Source Justification seeks approval for new IRS IT support in anticipation for additional COVID-19 legislation requirement(s) that have impacted the IRS. During the first wave of COVID-19, the impacts of COVID-19 on the IRS have been especially challenged during the transition of government to mandatory telework. The IRS was unable to operate at anything near the levels of effectiveness and service that every American deserves. This manifested itself in several ways:

toll-free lines were unavailable to taxpayers after March 19, because the IRS locations were closing and employees answering these phone lines were not telework ready. As a result, the IRS has answered fewer calls compared to the same period in CY 20181.

All Taxpayer Assistance Centers (TACs) were closed nationwide effective March 23, 2020. TAC employees were not eligible for telework and did not have laptops to allow for remote work. IRS was not able to assist over taxpayers face-to-face compared to the same point in time in 2018—a reduction.

All four Tax Processing Centers were closed, which has created a huge backlog in paper processing, with million pieces of unopened mail as of June 10.

IRS closed both centralized printing/mailing centers in , and as of May 14, there were more than million items in the Correspondence Production Services queue to be printed and mailed.

Audit closures for individuals and small businesses was greatly affected ( reductions in audits closed) due to the shutdown, as auditors could not access needed information, and could not meet with taxpayers for face-to-face meetings in order to examine books and records.

Comparing FY 2018 to FY 2020, Total Enforcement Revenue is down percent, resulting in of lost revenue to the Treasury.

Americans demand and deserve more from their government. Ensuring proper information technology funding would provide the IRS more agility to deliver urgent needs for the nation, even during the worst of times, like the current pandemic. The budget requested in the pending legislation has identified necessary resources to fund IT modernization that supports these vital areas.

This COVID-19 legislation planning support is required to quickly understand the upcoming HEALS Act that is being considered by Congress and will have new COVID-19 requirements that need planning and guidance, facilitate business and technical integration, prioritize technical changes and gather implementation requirements.

2.b Name of the vendor: Deloitte 2.c Requisition No.: 5000107281 2.d Bridge contract: Yes No 2.e Brand name: Yes No 3.a A description of the supplies or services required to meet the agency’s needs: Contractor support may include the following activities:

1 Comparing to FY 2018 because FY 2019 included a 35 day lapse in appropriations that skewed the statistics

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

Support for Development of IT Modernization Legislative Execution Plan 1.0

• Facilitate refresh of IRS IT vision and guiding principles for future modernization

• Review modernization initiatives submitted against strategic priorities;

perform preliminary analysis and crosswalk to vision

• Identify IT stakeholders to engage; facilitate discussions to refine identified priorities, identify constraints

• Draft and facilitate reviews of the IT Strategic Execution Plan 1.0 with identified IRS executives and stakeholders

Standup and Operate Program Management Functions

• Facilitate workshops with IRS IT leadership (DCIOs, ACIOs) to document priorities, risks, and input on initial options for operating model constructs

• Standup initial program management activities based on government recommendations

• Support and facilitate initial stakeholder engagement and communications activities

Support for Drafting Inputs to Anticipated Congressional High-Level Plan

• Assist with IRS-led development of Congressional reporting materials (subset of IT Strategic Execution Plan 1.0)

• Facilitate reviews with identified IRS executives; support update of materials per feedback

3.b Includes IT: Yes No PCS – R408 Support- Professional: Program Management/Support NAICS – 541611 Management Consulting Services

3.c IGCE/Estimated dollar value: Base

4.a Identification of the authority being used (Check the appropriate box that applies).

FAR 8.405-6(a)(1)(i)(A) – An urgent and compelling need exists and following the procedures would result in unacceptable delays.

FAR 8.405-6(a)(1)(i)(B) – Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized.

FAR 8.405-6(a)(1)(i)(C) – In the interest of economy and efficiency, the new work is a logical follow-on to an original Federal Supply Schedule order or BPA provided that the original order or BPA was placed in accordance with FSS procedures in accordance with the applicable Federal Supply Schedule ordering procedures. The original order or BPA must not have been previously issued under sole-source or limited-sources procedures.

FAR 8.405-6(b) – Items peculiar to one manufacturer.

4.b Supporting Rationale: This URGENT requirement is the start up support required to assist the Treasury/Internal Revenue Service (IRS) in immediately planning for implementing the requirements of the IRS IT modernization activities included in pending COVID-19 relief legislation. Competing requirements with all nine BPA holders is preferred, however, it is urgent that these services begin as soon as possible not later than 9/30/2020 and that the contractor

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

selected is able to immediately begin working with no learning curve. Deloitte has already begun performing separate but related COVID-19 planning support for other COVID-19 related legislation for the IRS under another contract vehicle (Contract Number: 2032H5-19-A-00022, Order Number: ) and it is the IRS’ urgent need that they support this work to enable delivery of the requirements within the short time period necessary. is unavailable to modify to add this requirement because it is already in the extension under FAR 52.217-8. This COVID-19 legislation planning support is required to quickly understand the upcoming HEALS Act that is being considered by Congress and will have new COVID-19 requirements that need planning and guidance, facilitate business and technical integration, prioritize technical changes and gather implementation requirements. Their involvement in the related COVID-19 planning support uniquely positions them to possess the knowledge needed to meet IRS needs within the timeframe necessitated.

5.A determination by the ordering activity Contracting Officer that the order or BPA represents the best value consistent with FAR 8.404(d):

The Contracting Officer shall determine the anticipated cost to the Government of the supplies/services covered by this Limited Sources Justification will be fair and reasonable by performing a price analysis prior to task order award. In addition, the Government anticipates the final price will reflect a discount from the Contractor’s federal supply schedule price list.

6. A description of the market research conducted among schedule holders and the results or a statement why market research was not conducted:

The Independent Government Cost Estimate and the PWS support the justification in accordance with FAR 8.405-6 Limiting Sources. There is a SF1010 attached which addresses market research.

7.a Any other facts supporting this justification:

This order will contain the FAR Clause 52.217-8 7.b Attachments: Yes No

8. A statement of the actions, if any, the Requiring Activity and Contracting Activity may take to remove or overcome any barriers that led to restricted consideration before any subsequent acquisition for the supplies and services is made:

Prior to executing a subsequent action, the Government will reassess the procurement environment to determine if technical capabilities exist with additional Contractors and/or manufacturers. The IRS has and continues to exercise competition as often as possible and is required to conduct ongoing reviews to keep abreast of new technology, in both the industry and Government sectors. The IRS has always used a variety of vendors, manufacturers and contracting methods to fulfill its requirements and will continue its practice of surveying the market to ensure full and open competition to the maximum extent available. At the time of this LSJ, no other source has demonstrated the capability or technical expertise necessary to perform or provide the subject requirements, nor does the Government anticipate the need for services will extend beyond the performance of services under this subject task order.

9. Certifications and Approvals:

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6 Tracking No.

9.a Program Office Certification (Requiring Activity). I hereby certify that any supporting information and data provided (e.g., the Government’s minimum needs or requirements, or other rationale for the limited sources) and which form the basis for this justification for an exception to fair opportunity, are accurate and complete to the best of my knowledge and belief.

Name: Date: 9/12/2020

Signature:

9.b Contracting Officer Certification and Approval. I hereby determine the circumstances of this acquisition support the justification to acquire these supplies or services on a limited source basis. I also certify this limited-sources justification is accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the authorized contracting officer for this acquisition, I hereby approve the processing of this requirement on a limited-source basis.

Name: Date:

Signature

Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6