JEFO RFQ 8225 AMS DME.pdf

Treasury Standard Form – 1014 (Rev 5/18)

Prescribed by Treasury: DTAP 1016.505

Tracking No.

DEPARTMENT OF THE TREASURY

SF 1014 - JUSTIFICATION FOR AN EXCEPTION

TO FAIR OPPORTUNITY

1. Identification of the requiring activity and the contracting activity:

The requiring activity is IRS Applications Development, Compliance and the contracting activity is IRS, Procurement, Office of Information Technology Acquisition

2.a Nature and/or description of the action being approved:

The purpose of this Justification for an Exception to Fair Opportunity is to obtain approval to award a Firm-Fixed-Price (FFP) task order to Leidos, Inc to create a virtual inventory system whereby employees can work taxpayer correspondence from their telework locations. The period of performance will be a base period of twelve months.

Base Period: September 20, 2021 – September 19, 2022

2.b Name of the vendor. Leidos

2.c Requisition No.: 5000123338

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:

Development, operation, and maintenance of Account Management Services (AMS), Correspondence Imaging Inventory (CII) work related to document scanning and inventory creation. The Contractor shall provide support resulting from legislative, mandates, and critical system changes related to DME work.

3.b Includes IT: ☒ Yes ☐ No PSC: DA01 NAICS: 541512

3.c IGCE/Estimated dollar value: The IGCE is $2,008,233.60 for a base period of twelve months.

4.a Identification of the exception to fair opportunity being used:

☒ FAR 16.505(b)(2)(i)(A) – The agency need for the supplies or services is so urgent that providing a fair opportunity would result in unacceptable delays.

☐ FAR 16.505(b)(2)(i)(B) – Only one awardee is capable of providing the supplies or services required at the level of quality required because the supplies or services ordered are unique or highly specialized.

☐ FAR 16.505(b)(2)(i)(C) – The order must be issued on a sole-source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under the contract, provided that all awardees were given a fair opportunity to be considered for the original order

☐ FAR 16.505(b)(2)(i)(D) – It is necessary to place an order to satisfy a minimum guarantee.

☐ FAR 16.505(b)(2)(i)(E) – For orders exceeding the simplified acquisition threshold, a statute expressly authorizes or requires that the purchase be made from a specified source.

☐ FAR 16.505(a)(4) – The requirement is for an item peculiar to one manufacturer.

4.b Supporting rationale:

Due to the Covid-19 pandemic and the resulting economic relief legislation, the Small

Business/Self-Employed (SB/SE) Collections has taxpayer correspondence backlog of over

800,000 impacting over 1,500 tax examiners. A virtual inventory system whereby employees can work taxpayer correspondence from their telework locations, must be implemented immediately. Only one contractor, Leidos, has the expertise to complete the work in an expeditious manner. Creation of these virtual inventories for the business requires highly specialized skills and existing knowledge of AMS components that only Leidos possess.

Providing a fair opportunity would result in a four month transition period and an increase in the correspondence backlog.

Prescribed by Treasury: DTAP 1016.505

Tracking No.

DEPARTMENT OF THE TREASURY

SF 1014 - JUSTIFICATION FOR AN EXCEPTION

TO FAIR OPPORTUNITY

5. A determination that the anticipated cost to the Government will be fair and reasonable:

The Contracting Officer determines that the anticipated price(s) will be fair and reasonable based on comparing prices with prior and similar task orders issued and by performing cost and price analysis techniques.

6.a Any other facts supporting this justification:

NA

6.b Attachments: ☐ Yes ☒ No

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

Should additional services be required beyond the performance period, a competitive solicitation will be issued.

8. Certifications and Approvals:

8.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: Sharon DeVecchis (Kruass) Date: 8/5/2021

Signature:

Sharon A. Krauss Digitally signed by Sharon A. Krauss

Date: 2021.08.05 12:57:23 -04'00'

8.b Contracting Officer Certification and Approval. I certify this justification for an exception to fair opportunity 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 based on the authority specified in 4.a above.

Name: Sheila Miller Date: 8/5/2021

Signature:

9. Additional Reviews and Approvals (As applicable):

9.a Bureau Chief Information Officer or Authorized Designee (for IT requirements that are over $5 million, but not exceeding $68 million) (Contracting Activity). I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government’s need. Therefore, I hereby consent to the approval of this justification. (Note: The Bureau CIO may delegate their authority for proposed contracts over $5 million, but not exceeding $13.5 million to the Associate Bureau CIO(s).)

Name: Date:

Signature:

9.b Advocate for Competition (if over $700,000, but not exceeding $13.5 million)

(Contracting Activity). I have reviewed this justification for an exception to fair opportunity and find it to be accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the ordering activity’s

Prescribed by Treasury: DTAP 1016.505

Tracking No.

DEPARTMENT OF THE TREASURY

SF 1014 - JUSTIFICATION FOR AN EXCEPTION

TO FAIR OPPORTUNITY

Advocate for competition, I hereby approve this justification based on the authority specified in 4.a above.

Name: Charles Yook Date:

Signature:

9.c Head of the Procuring Activity or Authorized Designee (if over $13.5 million, but not exceeding $68 million) (Contracting Activity). I have reviewed this justification for an exception to fair opportunity and find it to be accurate and complete to the best of my knowledge and belief. Therefore, unless additional approvals are required as prescribed below, as the head of the procuring activity or authorized designee, I hereby approve this justification based on the authority specified in 4.a above.

Name: Date:

Signature:

9.d Treasury Chief Information Officer (for IT requirements that are over $68 million). I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government’s need. Therefore, I hereby consent to the approval of this justification.

Name: Date:

Signature:

9.e Senior Procurement Executive (if over $68 million) (Contracting Activity). I have reviewed this justification for an exception to fair opportunity and find it to be accurate and complete to the best of my knowledge and belief. Therefore, as the senior procurement executive, I hereby approve this justification based on the authority specified in 4.a above.

Name: Date:

Signature: