DRAFT PWS.pdf

Performance Work Statement Bloomberg Tax Software Acquisition

Large Business and International (LB&I)

DRAFT

1 Scope Currently, the IRS uses BLOOMBERG TAX software products - specifically Corporate Tax Analyzer (CTA) Income Tax Planner (ITP), and IMS Middleware (IMS M) software. The software license use rights for CTA, ITP, or ITP/CTA User technical support are provided on an annual basis to IRS.

The IRS mission is to provide America's Taxpayers top quality service by helping them understand and meet their tax responsibilities and by applying the tax law with integrity and fairness to all.

In our global environment, Large Business and International (LB&I) works in partnership with taxpayers to develop strategies, integrate technology, and enhance business processes that unilaterally improve compliance with federal tax laws.

A major business initiative for the LB&I Operating Division and Enterprise-wide has been creation of long-range business IT program policies, strategies, and objectives. Our program initiatives help us better identify, select, and deliver work constituting the highest compliance risk.

Utilization of the Bloomberg Tax software makes us responsive to the needs of our customers while applying innovative approaches to customer service and compliance and adapts our examination program to the challenges brought about by the growing number and complexity of filed returns.

With it we:

• Work cases more efficiently and effectively,

• Increase engagement of our taxpayers,

• Improve leverage of technology and data to resolve casework quickly.

• Improve taxpayer communications and collaboration.

IRS’s objective is to continue the use of Bloomberg tax software products by the LB&I and the Appeals business units. The products are used in the completion of Individual and Corporate Tax Audits and require integration with several IRS tax systems.

Bloomberg Tax products Corporate Tax Analyzer (CTA) and Income Tax Planner (ITP) are Commercial off-the-shelf (COTS) products and are available to any entity for purchase without modification. Thus, “what the taxpayer uses is what the IRS uses”. There are no issues with compatibility in reporting when both parties use the same product. 

Vendor shall provide Bloomberg Tax software support for custom software integration, development, and maintenance. Tax law changes shall be quickly adapted and integrated with Bloomberg Tax CTA & ITP software.

CTA and ITP have been used in IRS for the past 20 years and the LB&I and Appeals personnel are very familiar with its use.

A considerable amount of time, money and other resources have been invested into getting Bloomberg Tax software to work with IRS systems and, in turn, IRS systems to work with Bloomberg Tax Software.

These resources would not be recouped should it be determined that an alternate product be found and subsequently utilized.

Due to the complexity and size of returns audited by LB&I, neither RGS nor any current ECM tax software adequately meets our needs. Bloomberg Tax software is much more efficient when used for complex tax computations such as NOL carryforward/carrybacks, foreign tax credit, alternative minimum tax, and other calculations needed for LB&I audits. Therefore, Bloomberg Tax software is critical to the work done by LB&I to carry out our mission statement.

2 Requirements

2.1 Definitions

a) Upgrade - An upgrade is defined as a functional change made to the software that has an impact on the use of, or functionality of the program. This includes, but is not limited to, tax law changes, clarifications, feature enhancements, and significant program corrections.

b) License and Use – The Government considers one license to authorize each user/workstation to access and use the software in an unlimited basis over the fixed 12-month license term that coincides with the period of performance.

c) Software Maintenance - Software upgrades, new versions, fixes & corrections, enhancements, modifications, or other alterations, diagnosis and correction of errors in the current version

d) Standard Image (SI) - The SI is a baseline set of software that will go on every workstation. The IRS/EC will provide individual SI Images for the various desktop and laptop requirements. The New/Replacement workstations will have the Image burned on the hard disk drive prior to shipment to the Post of Duty.

e) Workstation – A workstation is either a desktop computer or a laptop computer.

f) Commercially Available Software – Refers to CTA, ITP & ITP/CTA User technical support. The term does not include IMS M Software nor IMS M User Technical Support.

g) IMS Software Tax Engine Middleware - The IMS Tax Engine -The Tax Engine Middleware: the underlying logic (source- code) and database schemas/structures required to properly translate generic data elements from IMS into the proprietary structure of BLOOMBERG TAX Corporate Tax Analyzer and Income Tax Planner.

2.2 Period of Performance

The period of performance for this contract will be as follows:

Base Year period of performance 4/1/2026 to 3/31/2027 with four one-year option periods.

• Option Year 1 – 4/1/2027 to 3/31/2028

• Option Year 2 – 4/1/2028 to 3/31/2029

• Option Year 3 – 4/1/2029 to 3/31/2030

• Option Year 4 – 4/1/2030 to 3/31/2031

2.3 Locations of Use

Software will be used primarily on Government workstations, at various locations. The Government has the right to use the software on any Government and non-Government workstation if it is in accordance with and support of the IRS Mission.

2.4 Operating Systems

Supported the Manufacturer’s software products provided shall work with and support the Intel based microprocessor workstations using the various Microsoft operating systems. Microsoft Windows 11 and any commercially available successor operating system from Microsoft that the Contractor supports for its commercial customers.

2.5 Software Maintenance

a. Software products, maintenance and help desk support for any commercial successor operating system, or enhancement will be required, and not result in additional costs to the Government.

b. With respect to any commercially available successor operating system from Microsoft, the IRS will provide the Contractor a 180 day advance written notice of its plans to adopt such an operating system. When the IRS no longer uses any of the above operating systems, support for such may be discontinued. IRS Contracting Officer (CO) will provide a 30 day advance written notice of such discontinuance.

c. All software and upgrades, license use rights acquired by the Government through the election of a Base Year or Option Year period shall authorize the Government to access and use the software and upgrades during that respective period of performance.

3 Section 508 Section 508 Compliance Section 508 refers to a statutory section in the Rehabilitation Act of 1973 (found at 29 U.S.C. 794d). Congress significantly strengthened section 508 in the Workforce Investment Act of 1998. Its primary purpose is to provide access to and use of Federal executive agencies’ electronic and information technology (EIT) by individuals with disabilities. The statutory language of section 508 can be found at www.section508.gov.

Section 508 requirements are separate from, but complementary to, requirements in sections 501 and 504 of the Rehabilitation Act that require, among other things, that agencies provide reasonable accommodations for employees with disabilities, provide program access to members of the public with disabilities and take other actions necessary to prevent discrimination based on disability in their programs.

4 Deliverables

Deliverable Due Dates Reference

Quarterly Contract Conference Call

5 days After Receipt of Order (ARO) and quarterly thereafter

Monthly Contract Status Report

5 days After Receipt of Order (ARO) and monthly thereafter

Background investigation Forms

Within 5 business days of IRS acceptance 20

Contractor Staff Security

List of employee staff-like access is correct and complete at end of each quarter of

Government business calendar.

Reinvestigation requests are submitted 120 business days prior to expiration of staff-like access.

Mandatory IT Training

All contract employees must complete the mandatory Contractor IT Security training prior to beginning work and annually by the date set by IRS (usually April 30)

Invoicing Invoices are received by the 15th of the month for the prior month’s services.

5 Products, Services, Support and Training

5.1 Products

• BLOOMBERG TAX Corporate Tax Analyzer (CTA) - Approximately 300 individual user license use rights packages

• BLOOMBERG TAX Income Tax planner (ITP) – Approximately 300 individual user license use rights packages

• ITP/CTA Software User Technical Support Packages – Approximately 600 User Technical Support Packages - Helpdesk Support – accessible using a single toll-free telephone number (see section

5.4 for requirements)

5.2 Services

• IMS Middleware (IMS M) Maintenance -- Upgrades and modifications to the Tax Engine Middleware necessary to integrate the latest version of CTA & ITP that is distributed to the IRS within the fiscal year (inclusive of E-file functionality).

• IMS M Software User Technical Support for –Technical Assistance regarding the proper use of the Tax Engine Middleware currently deployed in the IRS’ IMS production environment.

5.3 Provided Training

The contractor shall provide Training for IRS employees:

• One yearly Face to Face training for up to 25 people covering CTA software changes, new tax return form(s)/schedules, and features.

• Quarterly virtual training, such as Microsoft Teams, for all licensed CTA users covering software changes, new tax return form(s), and features in Bloomberg CTA.

• One yearly Face to Face training for up to 25 people covering ITP software changes, new tax return form(s)/schedules, and features.

• Quarterly virtual training, such as Microsoft TEAMs, for all licensed ITP users covering software changes, new tax return form(s), and features in Bloomberg ITP.

5.4 Help Desk Support

a. The Contractor shall offer a single toll-free phone number for IRS help desk support. Each help desk call must be addressed within 24 hours. The Contractor is responsible for providing documentation of their performance. Background investigations will be conducted for all help desk support personnel. Additionally, each help desk staff member must sign a disclosure statement. New personnel cannot possess or use IRS equipment, hardware, or software until their background investigation is complete.

b. The Contractor shall provide technical support services (Support) for the software acquired under this order. The support shall provide help to users regarding the proper use of the applications.

This support shall also provide clarifications describing tax computations and the rationale behind them, with references to the Internal Revenue Code, regulations, rulings, etc.

5.4.1 Version Support

a. Support shall include technical support for all versions and releases used by IRS, throughout the base period and for any sequential option periods exercised by the IRS.

6 Monthly Contract Status Report

Contractor shall provide to the IRS FAC-COR and the IRS Program Manager the Monthly Contract Status Report no later than the day before the Contract Program Management Meeting. It shall contain only contractor work items accomplished for the reporting month. The IRS and Contractor shall agree to a format within 14 business days of award of this contract. All electronic submissions of the Monthly Contract Status Reports shall be provided using Microsoft Office products in accordance with the 508 compliant requirements. The Contractor shall provide a monthly Contract Status Report detailing:

• Performance against the requirements

• Site visit logs (in-time and out-time, ticket number, results of Contractor action, name of technician)

• Type and number of service incidents provided (i.e. installation, move, add, change)

• Status of all active work requests

7 Quarterly Contract Program Management Meeting

Contractor shall coordinate this meeting two weeks in advance. This can be fulfilled by a conference call at a scheduled time agreeable to all parties or continuation of current practices under the proceeding contract.

8 IRS Management Plan

The Contractor shall provide to the IRS a MANAGEMENT PLAN with which to manage all the contract deliverables and tasks. This plan must provide appropriate program and project management information and reporting systems to program and project costs, schedules, and deliverables. The vendor shall maintain and update the plan and make changes as necessary as dictated by each contract deliverable and task. The performance of contract deliverables and tasks pursuant to this contract shall be in accordance with the vendor's best corporate business practices as set forth in the Contractor's proposal and accepted in the contract

9 Acceptance Criteria for Deliverables

a. The Contracting Officer’s Representative (FAC-COR) and Program/Task Manager (delegated official) shall issue acceptance for each deliverable and upon the successful completion of each task.

b. The acceptance date shall be the day the final deliverable is accepted by the Government or the date the task was successfully completed.

c. If the Contractor has not been notified of any discrepancies within forty-five (45) business days after submission of the delivery or successful completion of the task, then the deliverable or task shall be considered accepted. This time frame is necessary to allow for IRS IT to first process the software before it is passed over to LB&I for their testing and packaging.

10 Software Version Control

• The Contractor shall be responsible to provide and to ensure that all software, access license use rights and maintenance is included.

• Unless directed otherwise by the Government, the software shall be the most current version commercially available, in the most comprehensive package available, including current updates of all types.

• All software provided must be true and complete copies including copyright and trademark notices.

• Products are considered commercially available when available through the Manufacturer’s authorized replicator, or available for commercial sale to the public, whichever occurs first.

• In the event the Manufacturer enhances, modifies, breaks out, or changes in anyway, a software product, including the name of the product, the Contractor shall be responsible to provide that feature to the Government and include it with the applicable software and license use rights.

11 Media Installation and Right to Copy

The Contractor and Manufacturer shall provide rights to install all products offered, to the Government and any Contractor, supplier or distributor.

The Government shall have the rights to:

• Copy and distribute all media and documentation provided.

• Assign the duties, to make copies in any quantity, and as deemed necessary.

• Make copies and distribute the software by any means deemed appropriate. Distribution will be through hard copy media or electronic download.

• Have a third-party copy, distribute and load all software, on workstations. The Government shall have the right to have a third party distribute documentation.

• Software that does not require code keys to install, update or reproduce the software.

12 License Transfer Rights The Government will have transfer rights for all software, license use rights, and maintenance from any workstation or server installed/assigned.

13 Rights to Data

• Due to the nature of the IRS mission, except for Commercially Available Software and the COTS Tax Engine Middleware Plug-in, all data, or hardware used in its mission is the property of the IRS.

This includes IRS-specific fixes, scripts, and patches developed under this contract; and the Contractor shall provide the source code for such IRS-specific fixes, scripts, and patches Contractor shall grant IRS a non-exclusive, perpetual, fully paid-up license to use, reproduce and modify such materials solely for its internal governmental operations and without any obligation of accounting or payment of royalties.

• Contractor shall not utilize or disclose any information pertaining to this contract without the prior written consent of IRS Contracting Officer.

14 Additional Requirements

14.1 Base Period and Option Periods Needs

The IRS has a need to acquire the ongoing license use rights, media and documentation for the Software Manufacturer’s software products. Software maintenance, and upgrades and updates are to be included with the license use rights. Software provided shall be the most current commercial version available.

14.2 Updating Tax Engine Middleware

The Tax Engine Middleware shall be updated at least once during the Period of Performance; and it shall be updated and modified to integrate E-file Support and the latest version of Bloomberg Tax CTA & ITP that is distributed to the IRS within the Period of Performance

14.3 Flexibility in Adding and Reducing Number of Licenses

The IRS may reduce the number of licenses or acquire additional licenses of the Commercially Available Software at the stated price in whatever quantities it determines necessary to meet the IRS mission. This shall apply to the base year and all option years. The IRS will notify the Contractor in writing a minimum of 60 days prior to an adjustment (increase or decrease) in the licenses of Commercially Available Software.

14.4 Software Manufacturer Software Schema Meetings

The IRS has a need for the understanding and use of the Software Manufacturer Schemas. To meet this need, representatives from the IRS and the Software Manufacturer shall meet at least once a year to discuss the schemas. The meetings will be established by the IRS and are not expected to exceed three hours in duration. The Software Manufacturer shall have knowledgeable personnel present. Meetings are to be held in the Washington D.C., metro area, at a location convenient to all parties. In addition, at the option of IRS, conference call meetings can be held.

15 Preparation for Delivery

a. The Contractor's best commercial practice is required for delivery to all delivery points.

b. The Contractor shall notify the Point of Contact at each delivery point at least two business days prior to the anticipated date of delivery.

c. The Points of Contact at each transfer point will be identified in the individual orders.

16 Marking of Shipments

16.1 The Contractor shall mark all shipments in accordance with commercially reasonable practices and provide the following information:

• IRS Contract Number

• Delivery Address

• Receiving Site Point of Contact (including Name and Telephone Number)

• Contractor Company Name and Address

• Contractor Point of Contact (Name and Telephone Number)

• Contractor Packing Slip and Invoice Number (Note, this number should be the same)

• Sequential Container Number

• Identification of Container Contents

17 Work Schedule

a. The Contractor shall establish a standard holiday schedule that coincides with the Government's schedule for employees working on a Government site(s). All Government offices will be closed, except for minimum essential personnel required for in-house operations, during Federal holidays. Except as otherwise specified, the Contractor shall not schedule or conduct routine work that requires Government personnel to participate on Federal holidays. Holidays observed are listed below. Holidays and other non-workdays are not billable unless work is requested by the Government and performed on these days. The Government hereby provides notice and Contractor hereby acknowledges receipt that Government personnel observe the below listed days as holidays. The following is a list of Government holidays:

• New Year’s Day

• Birthday of Martin Luther King, Jr.

• Washington’s Birthday

• Memorial Day

• Juneteenth National Independence Day

• Independence Day

• Labor Day

• Columbus Day

• Veterans Day

• Thanksgiving Day

• Christmas Day

When such holidays fall on a Saturday, the preceding Friday will be considered the holiday.

When such holidays fall on a Sunday, the succeeding Monday will be considered the holiday.

b. No work shall be performed by Contractor personnel on Federal holidays or other non-workdays without prior written approval of the Contracting Officer Representative.

c. Work performed on holidays, weekends, or other non-workdays shall be billed at the “normal” unit prices.

d. There are certain types of irregularly occurring circumstances that prompt the Government to close offices where Contractor personnel are working, either on a national or local basis (e.g., bomb threats, inclement weather, power outages, death of a national figure, or funding lapses).

Contractor personnel shall not work if the Government is closed, unless otherwise authorized by a fully executed Order from the CO. Non-work due to the Government closing its facility(ies) is not an expense directly reimbursable to the Contractor.

18 Identification Badges of Contractor Employees During the period of this contract, the rights of ingress and egress to and from any office for Contractor representatives shall be made available as deemed necessary by the Government. All Contractor employees whose duties under this contract require their presence at any Treasury, or Treasury bureau facility shall be clearly identifiable by a distinctive badge furnished by the Government. In addition, corporate identification badges will be always worn on the outer garment. The obtaining of a corporate identification badge is the sole responsibility of the Contractor. All prescribed information shall immediately be delivered to the IRS Security Office for cancellation or disposition upon the termination of the employment of any Contractor personnel. All on-site Contractor personnel shall abide by security regulations, applicable to that site. The applicable Contractor employee(s) shall not begin working under this contract until all security forms have been properly completed and submitted. All Contractor employees shall be required to wear identification badges when working in Government facilities.

19 Contractor Staff Security

a. Contractor employees must follow Internal Revenue Manual (IRM) 10.23.2.

b. Contractor shall comply with direction issued by the IRS relative to requirements for Contractor security in IRM 10.23.2.

c. After contract award and during the life of the contract, the Contractor shall provide the IRS a list of employees expected to be hired or assigned to the contract including positions, responsibilities, and types of information they need access to perform the contracted work.

d. The list shall be provided within 5 business days, but no later than 10 business days, after beginning work on the contract or after the IRS accepts the contractor employee. The list shall include the following information:

• Name

• social security number

• date of birth

• place of birth

• home address

• phone number

• email address

• official evidence of any current or prior Government security clearance or government investigations

• the IRS/Contractor location where work will be performed, and the systems for which access is required

e. Unless a Contractor employee has a current favorable IRS security investigation, Contractor shall submit an electronic file to the IRS containing the following information for each Contractor employee within 5 business days but no later than 10 business days of IRS acceptance of the proposed resource:

• Form DD214, Certificate of Release or Discharge from Active Duty (must be provided for all active military service within the last five years); Form 13340 Fair Credit Reporting Act (“FCRA”) Credit Release, signed and dated.

• Proof of citizenship, if non-US or foreign born.

• Form 13670 Personal Identity Verification (“PIV”) Form (Part 1 completed).

• Non-Disclosure Agreement signed and dated – template will be provided by the

Contracting Officer’s Representative (COR), Form 12333 Consent for Fingerprint Check.

f. Each contractor employee shall also have his/her fingerprints taken. The IRS will schedule the fingerprint appointment after IRS receives the documentation listed above.

g. Upon successful pre-screening, the contractor employee will be contacted by IRS and provided a code and directed to input background investigation information into the Federal Government’s Electronic-Questionnaire Investigation Processing (E-QIP) system.

h. The background investigation will then be performed by the Office of Personnel Management (“OPM”), returning the result to the IRS.

i. If a contractor employee possesses a current favorable IRS security investigation under another contract, the IRS will perform a revalidation to allow access for the work to be performed under this contract.

20 Contractor Revalidation

Contractor must submit the following information electronically to the IRS for revalidation:

• Name

• Social security number

• Date of birth

• Place of birth

• Home address

• Phone number

• Email address

• Prior contract number under which access was granted

• IRS location and/or systems for which access is required

• Signed and dated Non-Disclosure Agreement

Escort access will be used during the following situations:

a. Prior to the granting of interim staff-like (access to IRS electronic systems and physical spaces necessary to perform contracted work without escort when the risk is deemed acceptable by

IRS); (2)

b. During the time the final investigation is pending completion when interim staff-like access has been denied; and (3) during any period that staff-like access has been suspended such as during the period after a proposal to deny staff-like access.

c. The Contractor shall maintain a list of employees, which includes the approval and expiration date of their staff-like access.

d. The Contractor shall submit the pertinent forms completed by the employee for reinvestigation 120 business days prior to expiration of staff-like access.

e. The Contractor and Subcontractor employees shall be re-investigated every five years from the completion date of the most recent security investigation or if they have a break in service of more than two years.

• Contractor shall also submit Business Access Entitlements System (BEARS) to the IRS

Program Management Lead requesting access to any electronic systems to which access will be required for the work to be performed.

• The Federal Government will review this information and the results of prescreening checks to determine if employees are eligible for immediate access approval, conversion or other investigative adjustment.

• The Federal Government will notify the Contractor about the results of the pre-screening review and upon completion of the investigation by the IRS National Background Investigation Center (“NBIC”) and OPM.

• IRS Local Area Network (“LAN”) access will not be granted until, at a minimum, an initial security screening is completed.

• Escort access shall NOT be used for Contractor employees who have been denied final staff-like access approval (results of investigation performed by the Federal Government are not favorable for unescorted access to IRS electronic systems or physical spaces where contract work will be performed).

• When necessity dictates that a Contractor or Subcontractor employee begins work before the completion of a security screening, IRS will provide escort access.

21 Contractor Denied Access A denial of staff-like access decision will be made by the IRS Personnel Security Officer (“PSO”) or his/her designee in accordance with the adjudicative guidelines in the Treasury Department Security Manual.

Access may be denied for any of the criteria in the manual as well as an undisclosed felony conviction, crime of violence or serious misdemeanor, patterns of criminal activity, and non- filing of Federal Income Taxes, or significant debt for Federal Income Taxes without a current payment agreement.

At the conclusion of the investigation, if the IRS determines that extended or permanent revocation of access to IRS’ IT resources computer systems and/or facilities, or other disciplinary action is warranted or in its best interest, the Contractor agrees to remove the Contractor employee that was the subject of the investigation within one day of official notification by the IRS of its access eligibility determination and identify a replacement within five days.

22 Removal from Contract

• Contractor shall remove Contractor employees from the contract immediately upon receiving notification from the IRS of a final denial determination.

• Contractor shall remove a Contractor employee on the same day upon request from the COR or IRS

Program, Management Lead for the contract.

• The Contractor shall notify the COR or the Site Security Officer no later than the end of the day of the termination for cause of an authorized Contractor employee's access.

• The Contractor shall notify the COR no later than ten calendar days after an authorized employee no longer requires access for any other type of termination.

• Verbal notifications shall be confirmed in writing within five Business days.

• All Government Furnished Equipment and Government Furnished Information shall be returned to the IRS by the Contractor.

23 Disclosure

• Each individual Contractor employee shall sign a Non-disclosure Agreement before beginning of work on this contract.

• In the performance of this contract, the Contractor agrees to comply and assume responsibility for non-disclosure of all sensitive but unclassified data / information as detailed in Treasury Form TD P 71-10, Non-disclosure Agreement, by its employees and officers.

• All electronically stored data, programs and other files residing on electronic media (e.g., hard drives, diskettes, CDs) shall be treated as confidential and shall not be divulged, copied or otherwise released or made known in any manner to any person, except as may be necessary in the performance of the contract.

• Contractor may be required to provide a corporate level Non-Disclosure Agreement to safeguard all information provided by IRS to resolve problems within the IRS environments/architecture.

• The Contractor shall conduct Disclosure Awareness training prior to giving his officers and employees access to IRS Sensitive-But-Unclassified (“SBU”) data and annually. Thereafter if the contract is renewed or extended, each Contractor employee shall sign and date the training roster. The Contractor shall provide written certification to the COR that this training was completed by the Contractor employee.

• Under FISMA, government employees and Contractors are subject to Federal information security laws, regulations and policies, including annual security awareness training. This training requirement is satisfied by the IRS Contractor IT Information Protection briefing, which covers computer security, disclosure, privacy, and Unauthorized Access (“UNAX”).

24 Contractor Mandatory Training Contractor employees shall complete the annual mandatory Contractor IT Security Training before beginning work on contract and shall complete the annual mandatory Contractor IT Security before the annual completion date. Contractor shall report dates of completion and provide proof, as directed by the IRS.

25 Travel and Invoicing

• Local travel may be required for on-site meetings. Contractors are responsible for all local travel and will not be reimbursed by the IRS. Local travel is within a 50-mile radius of Washington, DC or any

IRS field offices. Local travel may be required for on-site meetings, etc. However, advanced notice shall be given to Contractor staff to make necessary arrangements.

• This is a Firm Fixed Price contract. Invoices shall be submitted by the 15th of each month for the prior month’s services. The invoice for services will be rejected if the following do not appear on the invoice: contractor name, contractor employee name, labor category, dates and total amount for that contractor.

26 Quality Assurance Surveillance Plan (QASP)

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. The purpose of the QASP is to describe the systematic methods used to monitor performance and to identify the required documentation and the resources to be employed. The QASP provides a means for evaluating whether the Contractor is meeting the identified performance standards/quality levels, and to ensure that the Government pays only for the level of services received.

27 Performance Requirement Summary

Required Services (Tasks)

Performance Standards

Acceptable Quality Levels

Methods of Surveillance

Incentive (Positive and/or Negative) (Impact on Contractor Payments)

Monthly Technical Summary Status Report

The Monthly Technical Summary Report shall be submitted 5 days After Receipt of Order (ARO) and by the 30th of each month thereafter for the prior month of support and shall contain: (1) Description of Services, (2) Service Summary Status, a summary and status of work -performed for the time frame of the report for tasks completed during the reporting period; issues encountered; risks to successful implementation;

mitigation strategy for risks;

problems or constraints for completing any of the requirements; suggested

95% 100% Inspection

Positive/Negative Performance Evaluation may result solutions to problems or constraints; status of open items from previous report(s); status of funding applied actual against projected expenditure.

(3) Additional notes, as appropriate.

Quarterly Tele-conference Executive Briefing

Vendor shall coordinate quarterly briefing teleconference as outlined in the technical approach 90 days ARO and Quarterly thereafter. An electronic meeting invitation shill be sent to schedule the meeting and shall include both the CO and COR. Vendor shall provide electronically in the invitation all pertinent quarterly documentation and shall include any action items or items of note, as applicable.

95% 100% Inspection

Positive/Negative Performance Evaluation may result

Sources of Incident Request Analysis

30 days ARO and monthly thereafter

95% 100% Inspection

Positive/Negative Performance Evaluation may result

CSS Report Data analysis

90 days ARO and quarterly thereafter

95% 100% Inspection

Positive/Negative Performance Evaluation may result

Process documentation, test plans and recommendations

45 days ARO and monthly thereafter

95% 100% Inspection

Positive/Negative Performance Evaluation may result

Back-ground investigation Forms

Within 5 business days of IRS acceptance of proposed Contractor employee

95% 100% Inspection

Positive/Negative Performance Evaluation may

Contractor Staff Security

List of employee staff-like access is correct and complete at end of each quarter of Government business calendar.

Reinvestigation requests are submitted 120 business days prior to expiration of staff-like access. Contractor shall follow Internal Revenue Manual (IRM) 10.23.2. This includes the requirement from Treasury Directive 71- 10 that all contractors working on a Treasury (or IRS) contract must be U.S.

citizens or permanent residents.

100% 100% Inspection

Positive/Negative Performance Evaluation may result

Mandatory IT Training

All contract employees must complete the mandatory Contractor IT Security training prior to beginning work and annually by the completion date set by IRS (Usually April 30).

100% 100% Inspection

Positive/Negative Performance Evaluation may result

Invoicing By the 15th of each month for the prior month’s services

90% 100% Inspection

Positive/Negative Performance Evaluation may result

508 Test Plan Within 30 days after award 95% 100% Inspection

Positive/Negative Performance Evaluation may result

508 Testing Documentation

Within 30 days after award 95% 100% Inspection

Positive/Negative Performance Evaluation may result

IPV6 Compliancy Documentation

Within 60 days after award 95% 100% Inspection

Positive/Negative Performance Evaluation may

28 Government Furnished Property (GFP)

Item Quantity

Laptop - Windows 11 or latest Operating system approved in the IRS environment

1 per Contractor employee (Limit 5)

Software:

Common Operating Environment

Software (COE) 1 each per laptop