II_1 Attachment B - PWS 8-5-24.pdf

Performance Work Statement (PWS)

Human Capital Office Program Management Services Blanket Purchase Agreement

1.0 OBJCTIVES

To help achieve the goals of the IRS Inflation Reduction Act Strategic Operating Plan in alignment with strategic priorities impacting human capital programs over the next five years, the IRS Human Capital Office (HCO) has established the following human capital goals to address strategic drivers. These goals will ensure IRS human capital programs are positioned to achieve the strategic drivers and mission priorities.

• Goal 1 - Development: Capitalize and expand on training and development structures to advance knowledge skills and abilities to meet the mission of IRS.

• Goal 2 - Diversity, Equity, Inclusion and Accessibility (DEIA): Promote opportunities to remove barriers and to strengthen IRS's ability to recruit, hire and retain employees in underserved communities, supporting a workforce and leaders from all segments of society.

• Goal 3 - Hiring: Implement a hiring strategy that is collaborative and responsive to meeting current and future taxpayer needs.

• Goal 4 - Modernization: Leverage technology modernization to enhance optimized human capital processes and to promote data driven/evidence-based decision making.

• Goal 5 - Partnering/Optimizing Processes: Partner internally and externally to optimize Human Capital policies and processes to effectively meet service level goals.

• Goal 6 - Retention: Cultivate an engaged and performance driven workforce to ensure employee retention to effectively meet enforcement of the nation’s tax laws.

2.0 INTRODUCTION AND BACKGROUND

The IRS Inflation Reduction Act Strategic Operating Plan is structured to achieve five objectives, which will be accomplished through a series of initiatives and projects aligned to each.

• 1. Dramatically improve services to help taxpayers meet their obligations and receive the tax incentives for which they are eligible.

• 2. Quickly resolve taxpayer issues when they arise

• 3. Focus expanded enforcement on taxpayers with complex tax filings and high-dollar noncompliance to address the tax gap

• 4. Deliver cutting-edge technology, data, and analytics to operate more effectively

• 5. Attract, retain, and empower a highly skilled, diverse workforce and develop a culture that is better equipped to deliver results for taxpayers

3.0 SCOPE OF WORK

The scope of this performance work statement is to seek expert and objective strategic, technical, program management and implementation advice and guidance to support our strategic objectives. The Acquisition and Contract Support (A&CS) Branch identifies business and technical challenges requiring independent analyses and assessments, including many that span across multiple business units.

The Contractor shall assist the IRS in finding ways to address both intra- and inter-organizational challenges. The Contractor shall apply its business domain experience and advise on issues while helping to align solutions to current and strategic business needs.

Deliverable timelines will be defined in issued Task orders. The Contractor shall provide high quality deliverables that meet the delivery deadlines and shall staff all sub-tasks with qualified and skilled personnel.

4.0 TASKS

The following describes the categories that establish the scope of services provided for this BPA: Deliverable timelines will be defined in issued Task orders.

4.1 TASK 1 STRATEGIC PLANNING, SUPPORT AND GOAL SETTING

The Contractor shall provide development of operational plans in alignment with the IRS Human Capital Operating Plan (2022 – 2026) which should include the IRS’ mission, vision, and values:

• The Contractor shall participate in strategy development by the Government and review, advise, assist, and make recommendations to Government executives and other senior staff.

• The Contractor shall aid with determining the existing state of the organization by providing advice and guidance.

• The Contractor shall aid in defining the operational and organizational requirements of the future state of the organization relative to the strategic direction of the IRS.

• The Contractor shall aid with developing and implementing an action plan and change management for transitioning between the current and future state(s) of the organization.

• The Contractor shall identify measures and techniques for evaluating the progress towards reaching the future state of the organization.

• The Contractor shall identify goals that are Specific, Measurable, Attainable, Relevant and Time-Based (SMART).

• The Contractor shall identify short and long-term goals.

• The Contractor shall create a plan to achieve the goals.

• The Contractor shall provide relating goals to the IRS’ and the organization’s mission, vision, and values.

4.2 TASK 2 CONCEPT OF OPERATIONS (CONOPS)

The Concept of Operations (CONOPS) framework includes a vision, strategic goals, operational themes, capabilities, and scenarios. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide support with identifying organizational goals.

• The Contractor shall identify available resources.

• The Contractor shall identify possible constraints on the desired goals.

• The Contractor shall identify and define stakeholder relationships and responsibilities and their roles in reaching organizational goals.

• The Contractor shall identify operating processes and procedures.

• The Contractor shall incorporate the CONOPS into HCO operations planning, acquisition planning, and project requirements and developmental processes.

• The Contractor shall provide recommendations for end state lifecycle management.

4.3 TASK 3 ORGANIZATIONAL STUDIES

The Contractor shall provide support in examination of the structural and sociological elements of the organization. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall review existing documentation about the organization.

• The Contractor shall review existing processes used within an organization.

• The Contractor shall interview employees and customers of the organization.

• The Contractor shall observe organizational behavior.

• The Contractor shall analyze findings to construct a narrative about the organizational culture.

• The Contractor shall provide recommendations suggesting improvement(s) to an organization.

4.4 TASK 4 STATISTICAL ANALYSIS

The Contractor shall provide statistical analysis in the collection and mathematical interpretation of quantitative/qualitative data. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide support of data relevant to business processes.

• The Contractor shall provide support with the collection or assemblage of data relevant to business processes.

• The contractor

• The Contractor shall provide support with the development of analytical plans to address business questions.

• The Contractor shall provide analysis of data to include statistical interpretation.

• The Contractor shall provide modeling using data to address a business need.

• The Contractor shall provide preparation and presentation of reports with statistical content.

• • The Contractor shall provide support of development and implementation of studies

• The Contractor shall provide support Preparation and presentation of statistical reports.

• The Contractor shall provide support Identifying which measurements reflect business performance.

• The Contractor shall provide support for Associating measures and metrics with business goals.

• The Contractor shall provide support for analyzing existing business metrics and identifying gaps and areas for improvement.

4.5 TASK 5 BUSINESS METRICS

The Contractor shall support business metrics using quantifiable means to assess the performance of a process. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall identify which measurements reflect business performance.

• The Contractor shall associate measures with business goals.

• The Contractor shall identify how to measure and conduct the measurement.

• The Contractor shall create baseline measurements.

• The Contractor shall set measurement benchmarks.

• The Contractor shall conduct a gap analysis.

• The Contractor shall analyze existing business metrics and identify gaps and improvements.

• The Contractor shall assess Return on Investment (ROI).

• The Contractor shall conduct surveys.

• The Contractor shall conduct focus groups.

4.6 TASK 6 BUSINESS PROCESS IMPROVEMENT

The Contractor shall provide support with our Business Process Improvement by improving existing business processes. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall identify the organization’s business goals, stakeholders, and customers.

• The Contractor shall identify and measure customer needs, preferences, and behaviors.

• The Contractor shall identify and measure customer needs, preferences, and behaviors as they correspond to a mapping of an IRS process.

• The Contractor shall provide benchmarking and analyze processes.

• The Contractor shall redesign processes to better meet the business goals and customer needs.

• The Contractor shall develop and implement an action plan and change management.

• The Contractor shall develop and implement measures to evaluate the performance of revised processes.

4.7 TASK 7 REGULATORY COMPLIANCE

The Contractor shall provide analysis of the regulatory framework applicable to the organization and its processes. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall develop compliance plans.

• The Contractor shall support implementation of compliance plans.

• The Contractor shall prepare compliance reports.

• The Contractor shall create risk assessments.

• The Contractor shall create/develop tools for Internal Revenue Manual (IRM) authors to create Section 508 Compliant content using Adobe Acrobat: Pro DC, Arbor text Editor and Microsoft Office 2016.

• Assist IRM authors with producing Section 508 Compliant electronic content, perform statistical analysis to measure the performance of 508 efforts for published products; and establish a repeatable process for assessing published products for 508 Compliance and remediating as needed.

4.8 TASK 8 INSTRUCTIONAL DESIGN

The Contractor shall provide instruction to learners to acquire knowledge or skill. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide relating goals to the IRS and the organization’s mission.

• The Contractor shall analyze who the learners are, what the desired performance of the learners is, when the learning is needed, and the environment the learning will take place in.

• The Contractor shall design the objectives, lesson plan, content, assessment tools, and formats.

• The Contractor shall develop the course content, materials, storyboards, graphics, and use electronic tools.

• The Contractor shall implement the course curriculum and assessment procedures.

• The Contractor shall evaluate the course via formative and summative processes.

4.9 TASK 9 PROGRAM INTEGRATION

The Contractor shall provide support with developing program management plans across multiple IRS HCO organizations. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall integrate project schedules from multiple IRS offices.

• The Contractor shall develop integrated business requirements.

• The Contractor shall develop risk management and mitigation processes and tracking at the program level.

• The Contractor shall prepare presentations and reports on program implementation status.

• The Contractor shall develop and implement contingency plans.

4.10 TASK 10 PROGRAM MANAGEMENT AND GOVERNANCE

Program Management and Governance is the coordinated planning, monitoring, integration, and reporting of projects which are governed by a formal management framework within which decisions are made. Task Orders for this support may include, but are not limited to assistance with the following:

• Developing enterprise and program level implementation plans, timelines, or schedules for business and / or IT activities.

• Developing project monitoring and tracking tools at the project or IRS Enterprise level.

• Creating and delivering project Health Assessments.

• Developing and maintaining change control of baseline products.

• Developing and maintaining an effective Risk Management program; including the identification, analysis, mitigation and reporting of risks.

• Developing and maintaining an effective Organizational Readiness (OR) / Transition

Management program.

• Conducting OR assessments and certifications of readiness.

• Designing an appropriate governance model.

• Supporting governance meetings and forums.

• Preparing action item logs and issue tracking management.

4.11 TASK 11 BUSINESS CAPABILITIES

Business Capabilities involves the identification and definition of new business processes and initiatives to guide the development of solutions and improve upon existing business processes. Task Orders for this support may include, but are not limited to assistance with the following:

• Identifying the organization’s business goals, customer base and customer needs impacted by the new legislation or other initiative.

• Mapping, benchmarking, and analyzing business processes.

• Redesigning business processes to meet legislative requirements, business goals and customer needs.

• Documenting and codifying new and modified business processes and requirements.

• Prioritizing and sequencing business capabilities and requirements into roadmaps and release plans

• Evaluating performance of redesigned business processes.

4.12 TASK 12 DATA ANALYSIS, MEASURES AND METRICS

Data Analysis is the collection and interpretation of quantitative/qualitative data. Task Orders for this support may include, but are not limited to assistance with the following:

• Identification of data elements relevant to business processes.

• Development and implementation of studies.

• Data collection.

• Preparation and presentation of statistical reports.

• Identifying which measurements reflect business performance.

• Associating measures and metrics with business goals.

• Analyzing existing business metrics and identifying gaps and areas for improvement.

4.13 TASK 13 INTERNAL AND EXTERNAL COMMUNICATIONS

Internal and External Communications provide IRS and external stakeholders with information and awareness of the legislation or other initiatives and the impacts to their organizations. Executive Communications and Reporting enable senior leaders to make decisions and / or increase their awareness of policy options and operational impacts Task Orders for this support may include, but are not limited to assistance with the following:

• Stakeholder analysis.

• Inter-agency communications and coordination of messages.

• Outreach efforts.

• Development and delivery of key communications products.

• Development and implementation of change management plans.

• Development and implementation of communication strategy.

• Monitoring IRS employee training related to the legislation or initiative.

• Maintenance and archiving of communication and training material.

• Monitoring, analyzing, and reporting on the effectiveness of communication efforts.

• Production of briefing papers and official IRS reports or presentations.

• Recommending and completing an IRS Risk Acceptance Form and Tool (RAFT) to document risk acceptance and key decisions.

• Developing dashboards of project status for executive awareness.

• Maintaining archive of decisions related to legislative implementation.

• Developing executive-level communication materials for external government stakeholders such as Treasury, OMB, Congress, TIGTA, GAO and other federal/state partners.

4.14 TASK 14 RETIREMENT SPECIALISTS

The Contractor shall provide retirement specialist assistance to enable temporary contractor resources during peak season. Specialists shall work backlog cases. Task Orders for this support may include, but are not limited to assistance with the following:

• Processing Personnel Action Requests (PARs).

• Processing retirement documents.

4.15 TASK 15 WORKFORCE PLANNING & ANALYSIS

The Contractor shall aid in defining the operational and organizational requirements to mature the future state Strategic Workforce Planning & Analysis function. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall aid with developing and implementing an action plan and change management to use workforce planning procedures to forecast the talent needed over a multi-time horizon consistent with the IRA transformation objectives and applicable federal regulations.

• The Contractor shall develop and drive the implementation of foundational planning mechanisms, including short and long-term data collection capabilities, phased implementation on additional technology enablers while monitoring and evaluating the effectiveness during capability development, as required.

• The Contractor shall create a plan to achieve future state Strategic Workforce Planning & Analysis function.

• The Contractor shall identify measures and techniques for evaluating the progress towards reaching the future state workforce planning function.

• The Contractor shall identify goals that are Specific, Measurable, Attainable, Relevant and Time-Based (SMART).

4.16 TASK 16 ILLUSTRATION OF ORGANIZATIONAL DATA AND INFORMATION

The Contractor shall develop a suite of slides that can be provided to all HCO staff and easily edited within PowerPoint to successfully illustrate plans, concepts, data, and results using the IRS’ standard template look and feel. Task Orders for this support may include, but are not limited to assistance with the following:

• The contractor should analyze the type of information and the way in which IRS HCO employees currently present information and develop slides that assist HCO with successfully representing a range of concepts including, but not limited to, process maps, workflows, personas, pie charts, line and bar graphs, organizational charts or tables, raw data, survey results,

• The contractor shall meet with leadership and appropriate teams and staff to ensure the suite of slide options meet the needs of the organization.

• The contractor should be able to develop slides or sheets that successfully convey complex data.

• The contractor should ensure Section 508 Compliance where mandated and take additional steps when necessary to avoid color schemes that do not show well over videoconferencing tools or reduce visibility for the visually impaired.

• The contractor should develop infographics upon request as budget allows.

4.17 TASK 17 PAYROLL ASSISTANCE

The Contractor shall provide payroll assistance to enable temporary contractor resources during peak season. Specialists shall work backlog cases. Task Orders for this support may include, but are not limited to assistance with the following:

• Processing Personnel Action Requests (PARs).

• Processing payroll documents.

• Assisting with time and attendance tasks.

• Processing debt management activities.

• Supporting settlement activities, including garnishments

4.18 TASK 18 DEVELOP A 2024-2028 STRATEGIC ROADMAP AND

IMPLEMENTATION PLAN

The contractor shall integrate strategic priorities from the IRA Operating Plan with operational and management for HCO, Transformation & Strategy Office (TSO), and the Chief Financial Officer (CFO) joint priorities into a cohesive and streamlined Strategic Roadmap. Create a detailed implementation plan to prioritize, resources, and assign accountability for initiatives leading to further the achievement of key IRA and other HCO priorities. Provide options for updated organizational design to improve efficiencies and reduce duplicative services. Gain stakeholder and employee buy-in on a clear vision and path to HCO Optimization. This will include close collaboration and partnership with the TSO to ensure the modernization efforts both offices are leading will be institutionalized across the Service. Task Orders for this support may include, but are not limited to assistance with the following:

• Develop a 2024-2028 HCO Strategic Roadmap.

• Design the 2024-2028 Implementation Plan.

• Assess Organizational Design and Draft a Recommendations Report to Optimize

HCO Structures.

• Support the Ongoing Development of Strategic and Performance Deliverables for

HCO Leadership.

4.19 TASK 19 ESTABLISH AND DEPLOY A PROGRAM MANAGEMENT OFFICE

TO LEAD DEPLOYMENT OF THE IMPLEMENTATION PLAN FOR WORK

WITHIN APPLICABLE PROGRAM OFFICES

The contractor shall provide structure and management processes including executive reporting, project management, performance measurement, progress tracking, and initiative dashboarding, to ensure the successful deployment of the Strategic Roadmap and Implementation Plan. Leverage PMO best practices for tools, templates, and collaboration. Identify critical stakeholders, manage handoffs, and optimize initiative delivery. Task Orders for this support may include, but are not limited to assistance with the following:

• Design HCO PMO.

• Operationalize and Deploy the PMO.

• Project Management Services.

4.20 TASK 20 LEVERAGE AUTOMATION AND PROCESS IMPROVEMENT TO

OPTIMIZE OPERATIONS AND CREATE ORGANIZATIONAL CAPACITY

The contractor shall identify, define, and prioritize opportunities to eliminate, optimize or automate processes and requirements within HCO, TSO and CFO. Deploy process improvement SMEs to redesign business processes, continuously pilot / test, implement automation solutions, and draft new policies and standards (including milestones and projects identified in the IRA Strategic Operating Plan) within HCO, TSO and CFO.

Generate organizational capacity that can be reassigned to address high value analytics, strategy, and customer service requirements (e.g., hiring, recruiting, finance) within HCO, TSO and CFO. Develop and deploy strategic automations for HCO and CFO utilizing the IRS suite of tools and technology to include UiPath, Microsoft PowerAutomate, PowerBI, and other available software. Provide strategic advisory support on automation, policy, and governance and liaise between the HCO, TSO CFO, and the IT offices. Task Orders for this support may include, but are not limited to assistance with the following:

• Conduct Process Improvement Interventions in Support of Targeted Strategic Roadmap Initiatives.

• Optimize HCO and CFO Operations and create an Enterprise Culture of Continuous Improvement.

• Provide Strategic Advisory Support on IT Policy, Standards, and Governance to HCO and CFO.

4.21 TASK 21 PROVIDE PRIORITY HR ANALYTICS AND OPERATIONS

SUPPORT TO DEPLOY THE STRATEGIC ROADMAP AND

IMPLEMENTATION PLAN

The Contractor shall Identify and define current and emerging data requirements and determine potential gaps with existing analytics and reporting capabilities. Deploy new tools, systems, and reports to meet data needs. Create executive reports, metrics, and data visualizations to keep identified stakeholder groups informed. Provide recruiting and staffing advisory and operational support for filling critical IRS positions. Provide human capital policy drafting support for the IRS. Task Orders for this support may include, but are not limited to assistance with the following:

• Develop Data Analytics Products / Capabilities Aligned with the Strategic Roadmap.

• Provide advisory and programmatic support for human capital policy, recruitment, and staffing functions.

4.22 TASK 22 PROVIDE OVERARCHING CULTURE, CHANGE MANAGEMENT

AND STRATEGIC COMMUNICATIONS SUPPORT

The Contractor shall establish a strategic communications framework to communicate progress and changes IRS-wide (and outside of IRS for human capital processes such as recruitment). Develop and foster an enterprise culture of high performance, employee engagement, and shared ownership of mission achievement. Task Orders for this support may include, but are not limited to assistance with the following:

• Bolster Strategic Communications and Change Management.

• Provide Executive Coaching, Leadership Development, and Training Services.

• Develop a Cultural Development Plan connecting Culture, Strategy and Operating

Model.

4.23 Task 23 Develop and Maintain a Quality Control Plan

The Contractor shall develop and maintain a Quality Control plan in response to the Government developed and issued Quality Assurance Surveillance Plan (QASP) QASP for all awarded Task Orders.

5.0 SKILL REQUIREMENTS

Contractor staff with experience and knowledge of the IRS organization, and business operations will be required for Task Orders. At a minimum, the following labor categories will be needed for most orders. Varying levels of education and skill levels may be needed to meet the requirements of each order. For example, some basic program management task orders may require minimal experience of up to 2 years, while more complex, highly visible orders may necessitate more senior level experience with ten or more years. For task orders related to Human Resources Shared Services, the contractor may be required to have knowledge and experience with HRConnect and the National Finance Center payroll system.

Labor Category Years Experience and Skills Engagement Director: Executive/partner level oversight, direction, and escalation.

Engagement Director Responsible for overseeing and managing client relationships, ensuring the successful delivery of projects, and driving client satisfaction and business growth.

10+ years experience Posses advanced skills in leadership, communication, client management, project management, strategic thinking, business acumen, and adaptability.

Program Manager: Day-to-day management of each call order. Performs a range of duties aimed at overseeing and executing government programs effectively.

Program Manager I Entry-level position. Manages smaller, less complex programs or portions of larger programs. Works under the guidance of more senior program managers. Assist in planning, execution, and monitoring of program activities.

2 to 7 years experience Basic project management skills, strong organizational albitites, effective communication, and problem solving skills.

Program Manager II Mid-level position. Manages medium to large programs or multiple smaller programs, Responsible for program planning, budgeting, scheduling, and performance monitoring. Coordinates with various stakeholders and ensures that program objectives are met.

7 to 10 years experience Strong project and program management skills, proficient in budgeting and scheduling, ability to manage teams and resources, effective stakeholder communication, and conflict resolution skills.

Program Manager III Senior-level position. Oversees large, complex, and high-visibility programs.

Provides strategic direction, leadership and oversight

10+ years experience Advanced program management skills, strategic thinking, leadership and team management, excellent communication and negotiation skills, and the ability to manage large budgets and resources effectively.

Business Consultant: Advice and guidance to improve performance and efficiency.

Aimed at improving efficiently, effectiveness, and compliance within government operations.

Business Consultant I Entry-level position. Assists in data collection, basic analysis, and report preparation. Works under the supervision of more senior consultants. Participates in client meetings and projects but does not lead them.

1 to 2 years experience Basic analytical and problem solving skills, proficiently in common business software, strong communication abilities.

Business Consultant II Mid-level position. Takes on more complex tasks and projects, often

2 to 5 years experience Strong analytical skills, project management abilities, expertise in manages parts of projects or entire smaller projects. Develops solutions and strategies based on data analysis.

specific areas of consulting, good client management skills.

Business Consultant III Senior-level position. Leads major projects, manages client relationships, mentors junior consultants, and contributes to business development.

Responsible for high-level strategic planning and implementation.

5+ years experience Advanced analytical and problem solving skills, excellent leadership and management capabilities, deep industry or functional knowledge, strong networking and client relationship-building skills.

Project Management Analyst: Development of project plans, risk management, governance, etc. Performs a variety of duties aimed at ensuring the successful planning, execution, and completion of government projects.

Project Management Analyst I Entry-level position. Assists in data collection and analysis for project planning and monitoring. Supports project managers with administrative tasks.

Helps in preparing project reports and presentations.

1 to 2 years experience Basic understanding of project management principles and methodologies. Proficient in common project management tools and software.

Strong organizational and time management skills. Effective communication and teamwork abilities.

Project Management Analyst II Mid-level position. Conducts detailed data analysis and generates insights to support project planning and decision making. Monitors project progress and performance metrics, indemnifying potential issues and recommending corrective actions. Develop and maintain project schedules, budgets, and resource plans. Prepare comprehensive project reports and dashboards for stakeholders.

Coordinate with project teams and stakeholders to ensure alignment and effective communication.

2 to 5 years experience Proficient in project management methodologies and best practices.

Advanced skills in project management software and analytical tools. Strong analytical and problem-solving abilities.

Ability to handle multiple projects and tasks simultaneously.

Project Management Analyst III Senior-level position. Lead complex data analysis and develop strategic recommendations to optimize project performance. Oversee the development and implementation of project management frameworks and best practices. Mange high-profile or complex projects, ensuring they are delivered on time, within scope and on budget. Drive continuous improvement initiatives to

5+ years experience Expert knowledge of project management principles, methodologies, and tools.

Strong leadership and team management capabilities. Excellent strategic thinking and decision-making skills. Superior communication and negotiation skills.

Ability to manage complex projects and navigate challenging situations effectively.

enhance project management processes and tools.

Data Analyst: Analyzing data to make strategic business decisions. Responsible for analyzing and interpreting data to support government operations, policy-making, and decision-making.

Data Analyst I Entry-level position. Collect, clean, and prepare data for analysis. Perform basic data analysis using statistical and visualization tools. Create simple reports and dashboards to present findings.

Assist in maintaining data quality and integrity. Support senior analysts and team members with various tasks.

1 to 2 year’s experience Basic knowledge of data analysis tools.

Familiarity with statistical methods and data visualization techniques. Strong attention to detail and organizational skills. Effective communication and teamwork abilities.

Data Analyst II Mid-level position. Conduct more complex data analysis and generate actionable insights. Develop and maintain advanced reports and dashboards. Collaborate with other departments to understand data needs and provide analytical support.

Ensure data accuracy and consistency across various sources.

2 to 5 year’s experience Proficiency in data analysis tools. Strong analytical and problem-solving abilities.

Ability to communicate complex findings to non-technical stakeholders. Good project management and time management skills. Knowledge of data modeling and database management.

Data Analyst III Senior-level position. Lead and oversee large-scale data analysis projects.

Develop and implement data strategies and best practices. Provide high-level insights and recommendations to senior management. Ensure data governance and compliance with relevant regulations.

Lead the development of advanced analytical models and methodologies.

5+ year’s experience Advanced proficiency in data analysis tools and programming languages.

Expertise in statistical analysis, machine learning, and predictive modeling.

Excellent strategic thinking and decision-making skills. Ability to drive data-driven decision-making processes within the organization. Excellent communication and presentation skills, with the ability to convey complex insights to senior stakeholders.

Communications Specialist: Specialized in development and delivery of communications products. Responsible for managing and executing communication strategies to effectively convey information and promote organizational goals.

Communications Specialist I Entry-level position. Assist in developing and executing communication plans and strategies. Create and edit content for various channels, including social media, websites, and internal communications.

Support the planning and coordination of events and media relations. Monitor

2 to 7 year’s experience Basic understanding of communication principles and techniques. Proficiency in writing and editing content. Familiarity with social media platforms and communication tools. Strong organizational and time management skills. Effective verbal and written media coverage and report on public relations activities. Assist in handling routine inquiries from the media and the public.

communication abilities.

Communications Specialist II Mid-level position. Develop and implement comprehensive communication strategies and campaigns. Create and manage content for diverse communication channels, including press releases, newsletters, and marketing materials. Coordinate media relations, including drafting press releases and handling media inquiries.

Analyze communication metrics and adjust strategies based on performance data. Manage communication projects and collaborate with other departments and stakeholders.

7 to 10 year’s experience Proficiency in advanced communication strategies and tools. Strong writing, editing, and storytelling skills. Ability to manage multiple projects and deadlines effectively. Experience in media relations and public speaking. Strong analytical skills to evaluate communication effectiveness.

Communications Specialist III Senior-level position. Lead the development and execution of high-level communication strategies and initiatives.

Manage complex media relations and crisis communication situations. Develop and manage communication budgets and resources. Provide strategic counsel to senior management and executives on communication matters. Evaluate and report on the impact of communication efforts and make strategic recommendations.

10+ year’s experience Advanced expertise in communication strategy, crisis management, and media relations. Exceptional leadership and team management skills. Strong strategic thinking and decision-making abilities.

Expertise in evaluating and optimizing communication performance. Excellent interpersonal skills and ability to work with senior executives and stakeholders.

Human Resources Specialist: Manages employee lifecycle and administration of benefits. Responsible for various functions related to managing and support human resources.

Human Resource Specialist I Entry-level position. Assist in the recruitment process, including posting job ads and scheduling interviews. Support onboarding and orientation for new employees. Maintain employee records and update HR databases. Help with benefits administration and employee inquiries. Assist in organizing employee events and training sessions. Handle routine HR administrative tasks and

1 to 2 year’s experience Basic understanding of HR principles and practices. Proficiency in HR software and Microsoft Office applications. Strong organizational and communication skills.

Attention to detail and ability to handle confidential information.

provide support to HR staff.

Human Resource Specialist II Mid-level position. Manage more complex aspects of the recruitment process, including candidate screening and interviewing. Administer employee benefits programs and address complex benefits issues. Conduct employee relations activities, such as resolving conflicts and handling disciplinary actions.

Support performance management processes, including evaluations and development plans. Develop and implement HR policies and procedures.

Analyze HR metrics and prepare reports on various HR functions.

2 to 7 year’s experience Proficiency in advanced HR functions and systems. Strong problem-solving and conflict resolution skills. Experience with employee relations and performance management. Ability to handle sensitive HR issues with discretion and professionalism. Effective project management and organizational skills.

Information Technology Specialist: Developer, Patchers, Troubleshoot, reporting.

Responsible for managing supporting, and optimizing IT systems and infrastructure.

Information Technology Specialist Manage and maintain IT systems and infrastructure, including network components and server environments.

Provide advanced technical support and troubleshooting for complex issues.

Support and manage IT projects. Provide training and support to end-users.

2 to 5 year’s experience Proficiency in managing and troubleshooting advanced IT systems and networks. Strong problem-solving and analytical skills. Experience in network administration, security practices, and system management. Ability to manage multiple tasks and projects effectively.

Good documentation and communication skills.

6.0 GOVERNMENT-FURNISHED PROPERTY (GFP)

The specific Government furnished property (GFP), includes materials, equipment, and/or information, to be supplied by the Government will be set forth in the individual Task Orders and in accordance with FAR Part 45, Government Property. The Government will arrange for access to data, works in progress, deliverables, and other materials essential for the Contractor to perform the activities in support of the Task Order. The Contractor shall return any property provided for use under BPA Task Orders by the Government in accordance with FAR 52.245-1. The following GFP may be provided to the Contractor:

Government Furnished Property

Contractor Identification Badge TBD Laptop Computer with Local Network Access TBD Office Space TBD

7.0 GOVERNMENT-FURNISHED INFORMATION

GFI (to include manuals, notes, memos, instruction materials and other information) may be provided in the performance of this award. The following GFI will be provided to the contractor upon order award.

Upon completion, disposition of GFP shall be in accordance with FAR 52.245-1.

8.0 TRAVEL

Travel and per diem will be reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and the General Services Administration’s Federal Travel Regulations. Profit shall not be applied to the travel costs. 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. Local travel may be required for on-site meetings, etc. However, advanced notice shall be given to Contractor staff to make necessary arrangements. Current location for travel under this PWS is IRS HQs 111 Constitution Avenue Washington D.C.

The following is an estimate of travel costs associated with the performance of all tasks that may be issued under this PWS: $0 (approximately $0 for the Base Year and $0 for each of the One-Year Option Periods.

The Contractor shall provide a travel voucher statement for all local travel. The voucher will ensure verification of costs incurred for local travel under the contract is both allowable and reasonable and in accordance with the regulation FAR 31.205.46. The Contractor shall attach the voucher and receipts to the monthly invoice. For any trip to be authorized, the COR must approve such travel in writing and in advance. Failure to acquire pre-approval may result in non-local travel charges by the contractor being denied.

9.0 INSPECTION AND ACCEPTANCE

9.1 INSPECTION

The Contractor shall ensure that all deliverables are clearly marked with the contract number and award order number and visible on all shipping/service documents, containers, and invoices. Inspection will be at the same place as performance and delivery, unless otherwise specified.

9.2 GENERAL ACCEPTANCE CRITERIA

The general quality measures as set forth below will be applied to each work product received from the contractor under this contract and any resulting orders awarded.

• Accuracy - work products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

• Clarity - work products shall be clear and concise; engineering terms shall be used, as appropriate. All diagrams shall be easy to understand and relevant to the supporting narrative.

• Specifications Validity - All work products must satisfy the requirements of the Government as specified herein.

• Format - work products shall be submitted in hard copy (where applicable) and in media defined in the PWS/SOW. The work product format may be different in each award order. Hard copy formats shall follow Department of the Treasury and IRS Directives and shall be consistent with other similar efforts. All text and diagrammatic files shall be editable by the Government.

• Timeliness - work products shall be submitted on or before the due date specified in the award order, or submitted in accordance with a later, scheduled date determined by the CO.

9.3 ACCEPTANCE OF DELIVERABLES

• The Government will perform an initial review of deliverables, and if problems are encountered during the review, the contractor must correct them at no additional cost. If necessary, a meeting may be convened to resolve any differences. The contractor shall make all required changes to achieve an acceptable deliverable.

The Government will perform its review within approximately fifteen (15) calendar days from receipt of the deliverable or as otherwise specified in each award.

• When the review of a deliverable results in necessary modifications, the Government will, in accordance with the approved award schedule, provide the necessary documentation to correct the deliverable. It will then be the responsibility of the contractor to incorporate the comments properly and consistently in the final product.

• These procedures shall not be construed to constitute a waiver on the part of the Government of its rights under FAR Subpart 49.4, entitled “Termination for Default,” nor of any other rights or remedies provided by law or under this contract.

10.0 DELIVERIES OR PERFORMANCE

10.1 PERIOD OF PERFORMANCE

The maximum duration of this multiple award BPA is for 5 years (MM/DD/YYY through

MM/DD/YYY)

10.2 PLACE OF PERFORMANCE

The work to be performed at any Continental United States IRS Post of Duty. The COR may authorize the contractor to telework.

If any of this effort is performed at specified government facilities, the contractor shall abide by Department of the Treasury Directive (TD) 71-10 regarding provisions for authorized entrance and exit at these facilities.

10.3 DELIVERABLES

Unless otherwise requested in writing by the COR, deliverables/work products shall be produced using Microsoft Office 365 Professional products and delivered in accordance with the deliverable schedule (See 14.5). All data shall be submitted in compliance with Publication 4812 Contractor Security & Privacy Controls.

All contractor deliverables or work products shall remain categorized as "Official Use Only.” The release of any portion must be authorized in writing by the government.

“The contractor shall adhere to Section 508 of the Rehabilitation Act of 1973, which requires access to the Federal Government electronic and information technology.

The law applies to all Federal agencies when they develop, procure, maintain, or use electronic and information technology. Federal agencies must ensure that this technology is accessible to employees and members of the public with disabilities.

http://www.section508.gov/.

10.4 DELIVERY SCHEDULE

The Contractor performance delivery is evaluated and measured according to the standard of performance that relates directly to mission essential deliverables below for the overall BPA. The performance threshold briefly describes the minimum acceptable quality levels of service required for each requirement. The Contractor performance delivery will be evaluated and analyzed monthly, and any negative results will be shared with the Contractor for necessary corrective action at the BPA level. The Contractor shall deliver:

Deliverables Description/Format Performance Requirements Threshold

Due Date

Kick-off Meeting/Conference call for Contract

Microsoft Office Product

95% of recent information

Conducted no later than 7 business days http://www.section508.gov/

Administration after contract award

All BPA deliverables will be rated on the timeliness and quality of the product. The IRS will be given a 10-day review period to critique all deliverables. The Contractor will have 5 days to update the deliverable once comments are provided by IRS.

11.0 AWARD ADMINISTRATION DATA

11.1 IDENTIFICATION OF GOVERNMENT PERSONNEL

The Contracting Officer (CO) will have the overall responsibility for administering the contract. The CO is the only authorized individual to act on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirement, specification, details and/or delivery schedules.

Contracting Officer (CO):

TBD

Internal Revenue Service/Procurement/ Phone:

Email:

The Contracting Specialist (CS) shares the overall responsibility for administering the contract and works in conjunction with the CO but does not have the authorization to commit the Government. The CO is the only authorized individual to act on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirement, specification, details and/or delivery schedules.

Contract Specialist (CS):

Zachary Q. Slater Internal Revenue Service/Procurement/ Email: Zachary.Q.Slater@irs.gov

The Contracting Officer’s Representative (COR) will be designated at time of award. A copy of the letter of designation issued to the COR will be sent to the Contractor. The COR will represent the Contracting Officer in the administration of technical details within the scope of this contract. The COR is not authorized to change any of the terms and conditions of the contract. Changes to the Performance Work Statement proposed by the Contractor and incorporated into the contract will be made only by the CO by properly written modification(s) to the contract. Additional CORs for other purposes, as required, may be designated in writing by the CO.

The COR does not have authority to alter the Contractor’s obligations or to make changes to scope, schedule, price, terms, or conditions of the contract. The term technical direction is defined to include the following:

• Provide guidance to the Contractor in the preparation of deliverable services;

and,

• Provide acceptance of deliverables to assure contract compliance.

The COR is responsible for administering the performance of work under the contract.

IN NO EVENT, however, will any understanding, agreement, modification, change order, or other matter deviating from the terms of the contract be effective or binding upon the Government unless formalized by proper contractual documents executed by the CO prior to completion of the contract.

Contracting Officer’s Representative (COR):

Christopher A. Stevens Internal Revenue Service Phone: 386-254-7309 Email: Christopher.a.stevens@irs.gov

The Program Manager for the contract shall have the authority to make any no-cost technical, or special arrangements regarding this contract. The Program Manager shall be responsible for the overall technical management and coordination of this contract and shall act as the central point of contact for technical related activities.

IRS Program Manager:

TBD

Internal Revenue Service Phone: TBD Email: TBD

12.0 SPECIAL REQUIREMENTS

12.1 KEY PERSONNEL

The offeror shall identify, (in their proposal based on information provided in the table below), certain positions or roles and associated labor categories considered to be Key Positions.

Contractor employees identified as Key Personnel shall be dedicated to this project. If any changes in proposed key personnel become necessary during actual performance, the contractor shall provide written notification sixty (60) calendar days in advance. In the event of a sudden change in key personnel (death, incapacitation, immediate termination, etc.), the contractor shall provide written notice to the CO within three (3) calendar days of the event. For any substitution, the contractor shall submit justification with a proposed substitute whose qualifications are equal to or greater than the person being replaced, along with a 1 to 2-page introductory summary, in sufficient detail to permit evaluation within ten (10) calendar days of notification of a substitution.

Key Position Labor Category Project Manager Task/ Project Manager

12.2 PERFORMANCE REQUIRED BEYOND STANDARD WORKDAY

The standard workday is defined as any eight hours of productive labor during the core business hours of 8:00 a.m. through 5:00 p.m., EST Monday through Friday, except Federal Holidays or when the Government facility is closed due to local or national emergencies,…