OCPO Data Warehouse IT Support Draft PWS_RFI_11_19_24.pdf

Performance Work Statement (PWS) 24-42-A-PMO-OITA, Office of the Chief Procurement Officer (OCPO) Data

Warehouse Information Technology (IT) Support

1.0 Introduction

The IRS Mission is to provide America’s taxpayers superior customer service, while enforcing policies, empowering the workforce, and modernizing IRS systems.

To attain this Mission, the Office of the Chief Procurement Officer (OCPO) has two equally important strategic goals that will address the IRS Mission.

1. Modernization: Identify ways to modernize existing tools, business process and platforms to allow for accurate data-driven decision making; maximize efficiencies while identifying optimal organizational solutions that will allow for OCPO to recruit, hire, retain and empower the workforce and strengthen external OCPO partner relationships; and

2. Organizational Support Services: maintain operational continuity while enhancing our current business process and ensure top notch transparent customer service is provided to all stakeholders.

The OCPO requires support with technology and analytics modernization to identify ways to modernize existing tools, business process and platforms to allow for accurate data-driven decision making; maximize efficiencies while identifying optimal organizational solutions that will allow for OCPO to recruit, hire, retain and empower the workforce and strengthen external OCPO partner relationships.

2.0 Scope

The scope of this Performance Work Statement (PWS) is to obtain continued contractor information technology support to maintain Data Warehouse functions to ensure the operation and optimization to deliver on-going operations of the OCPO’s goals and objectives to improve automation, dashboard view creation, data joins and connections and provide a full range of M365 application support services to modernize the OCPO SPO environment.

The information technology support services listed in this task order are established under IDIQ award 2032HX-XX-X-XXXXX, Data Management and Governance to support the Data Warehouse effort. Track 2: Functional Category 2 - Acquisition Lifecycle Planning and Support Services

The contractor will have access to the reports and data that are provided from the contract writing systems or other data sources that are stored in our data warehouse.

The contract writing systems are Procurement for Public Sector (PPS), Contracting Management Lifecycle (CLM), and PRISM.

3.0 Contract Type

The Government intends to award a firm fixed-price task order against IRS OCPO Indefinite-Delivery, Indefinite-Quantity (IDIQ) Contract 2032HX-XX-X-XXXXX. The IDIQ contract was competitively awarded to GSA Multiple Award Schedule (MAS) small

Warehouse Information Technology (IT) Support business vendors. Contractors who have been awarded the IDIQ order are eligible to bid on order.

4.0 Tasks

4.1 Program Management

Status Meeting: Every week, the contractor shall conduct a weekly project status meeting outlining items accomplished the prior week, next steps, any unforeseen risks with the projects or deliverables. Weekly reports and meetings minutes should be provided to all attendees within 24 hours after the meeting.

The Contractor will setup several meetings to prepare for the contract initiation.

These meeting will include a kickoff meeting with stakeholders to outline expectations. The government will schedule a transition meeting to ensure exchange of information, including personnel working side-by-side to ensure processes are understood and documented. The contractor will maintain a record of all work performed to include step-by-step processes affecting the system.

4.2 Information Technology Support Services

The contractor shall support all OCPO Divisions and employees day-to-day with the use of SPO document management and collaborations tools and shall develop reporting and visualization that can drive decisions at the Executive, Director, Branch/Section, and operation levels within OCPO. The contractor staff shall ensure that all work products and deliverables are fully tested and accurately reflect the Government’s request. The contractor staff shall develop work products and deliverables to ensure customer value is maintained throughout the life the work product or deliverable. The contractor shall take a customer first approach to each task ensuring that government task leads are kept informed as deliverables are being created across all task requirements.

4.3 Data Management and Governance

Design, develop, integrate, maintain data governance supporting SharePoint workflow tracker, dashboards, reports, policy, records retention, and controlled unclassified information (CUI). Governance that fully incorporates IRS existing policies and procedures, integrate contractor developed workflow, tracker, and reporting processes and procedures, as well as communication and socialization of the changes to the end user environment. Develop, maintain, and update data Governance Oversight documents and processes.

4.4 Data Warehouse

Provide on-going Operations and Maintenance Support as well as expansion of the Data Warehouse.

Warehouse Information Technology (IT) Support

• Maintain ETL workflows that pull data from source systems, including SAP products (PPS), SharePoint, SharePoint Power Platforms, SharePoint Oracle Data Connector, Informatica, internal data systems, and other external data systems (such as FPDS-NG and USASpending).

• Produce regular and ad hoc data queries and oracle views to extract data from the data warehouse to support reporting and analytics. Develop and maintain metadata and data dictionaries.

• Produce Informatica flows when necessary to perform data manipulation and oracle table population.

• Provide demonstration and knowledge transfer, including table design, views and workflows of capabilities developed and implemented.

• Deliverables will be tested and provided to the government within 2 business days unless otherwise outline by the government subject matter expert

(SME).

• The contractor shall provide an Oracle development and informatica SME to assist the government in the evaluation, development of strategies, PL/SQL language, data views, triggers, function development and improvement of oracle and PL/SQL language performance.

• Develop comprehensive understanding of existing Access and Excel data refresh processes, scripts and functionalities.

• Modernize current data transformation scripts that use complex Access scripts and embedded queries in Excel sheets to use Data Flows, and ETLs.

• Streamline data transformation processes, improve efficiency, and reduce manual intervention by developing automated transformation processes using Power Platform Automate and RPA tools.

• Develop a Data Warehouse model and implement the use of a Dataverse environment to support modernization of the Data Warehouse Platform.

Contractor will develop a plan and strategy to implement the following activities to help modernize the data warehouse:

• Power Automate Flows

Power Bl reports/dashboard development (specifically for DW analytical requirements)

• Dataverse development (in conjunction with data model specifics)

• Share Point List maintenance

• (Access Tool) SAM Access DB development and maintenance

• (Access Tool) Prepare Access DB development and maintenance

• Web page development/site collection/permissions

• GLS review process documentation/development

• Workload Tracker process documentation/development

• Lapse reporting documentation/development

• Obligation and Contract reporting documentation/development

• Excel file reconciliation

• Virtual Machine use for production activities

Ul automation for file refresh activities

• Modernization of Data Warehouse: documentation of current processes and business requirements (current/future), and design of the following: data model development, ETL flows, dataverse source/target development (tables, files, etc.)

Warehouse Information Technology (IT) Support

• AWARE X data model design/development

4.5 WorkLoad Tracker Module

Develop and maintain necessary data to support the WorkLoad tracker module used in the AWARE application. Modernize from legacy excel based data to Dataverse.

4.6 Integration to Production Environment

The contractor shall coordinate with IT to deploy workflows into Production.

5.0 Contractor Qualifications

Contractor staff should have the necessary experience required for this contract. At a minimum, the following labor categories will be needed for this contract.

Database Administrator: Maintains data warehouse and ETL and data pipelines. Designs databases to support the development of application solutions and is responsible for the design of the data used, updated, and produced by the application. Uses data modeling to help generate application solutions. Provides competent leadership, and highly specialized and technical guidance, to complex data architectural challenges. Simultaneously plans, manages, and provides technical oversight for data architecture activities. Directs completion of tasks within estimated time frames and budget constraints. Schedules and as-signs duties to subordinates and formulates and enforces work standards.

Coordinates with the Program Manager, Deputy Program Manager, or Project Manager to ensure problem resolution and customer satisfaction.

- Database Architect – Years’ experience 2 – 4 ((Journeyman)

- Database Architect – Years’ experience 5 – 9 (Senior)

Database Architect: Works closely with software designers and analysts to develop comprehensive, easy-to-use databases. Understand the company's main needs, and current data infrastructure, and then seek the best database model and type and start creating it and making the necessary changes. Responsible for analyzing, creating, manipulating, and organizing database system. Consolidate customer data to make it easily accessible and readable to users throughout the community.

- Database Administrator – Years’ experience 2 – 4 (Journeyman)

- Database Administrator – Years’ experience 5 – 9 (Senior)

Contractor shall be a Microsoft Data and AI Solution Partner Designation.

Contractor shall be a UIPath USN Partner Designation.

Warehouse Information Technology (IT) Support

Task Description Corresponding Task Number

Special Skills Labor Category

CLIN 0001, 1001, 2001,

3001, 4001

Data Warehouse

Oracle PL/SQL developer, database designer

Database Architect (Senior)

CLIN 0002, 1002, 2002,

3002, 4002

Informatica workflow and operations

Consulting Services and Extended Warehouse Management with SAP

S/4HANA;

Systems integrator, S4 Hanna data migrations and integration

Database Architect (Journeyman)

CLIN 0003, 1003, 2003,

3003, 4003

Review Tables, Views, functions and Triggers and design efficiencies into the vies and tables

User Experience Designer (Senior)

CLIN 0004, 1004, 2004,

3004, 4004

Microsoft Power apps Applications Systems Analyst

(Senior)Computer Systems Engineer -

Architect

CLIN 0005, 1005, 2005,

3005, 4005, Task Manager Program Manager

At the request of either the Contractor or the Government, the Contractor may, throughout the life of this task order, propose additional labor categories, rates, and descriptions.

These additional categories, rates and descriptions will be negotiated on a case-by-case basis. The additional categories, rates and descriptions proposed, upon determination by the Government that they are fair and reasonable, and within the scope of the original contract may be incorporated into the contract by modification.

6.0 Deliverables

The contractor shall submit a Monthly Status Report at the beginning of the month to summarize the work performed.

Deliverable Frequency Medium/Format Submit To Kick-off Meeting 10 days after award Oral and

Electronically CO

Project Management Plan / Communications Plan

First 30 days after award & on as needed basis thereafter Electronically Project

Manager/COR

Status Meeting & Minutes Weekly & no later than 24 hrs after the meeting.

Oral and Electronically

Project Manager/COR

Monthly Status Report Monthly Electronically Project Manager/COR

Work Schedule and monthly status reports

No later than the 25th of each month Electronically Project

Manager/COR GFP Report – Badging, laptops and MBI status Monthly Electronically Project

Manager/COR Monthly Electronically Project

Manager/COR Produce regular and ad hoc data queries and oracle views to extract data from the data warehouse to support reporting and analytics.

Develop and maintain data dictionaries.

As needed Electronically Project Manager/COR

Produce Informatica flows when necessary to perform data manipulation and oracle table population.

As needed Electronically Project Manager/COR

CLIN 0006, 1006, 2006,

3006, 4006, Travel NTE

Warehouse Information Technology (IT) Support

Provide demonstration and knowledge transfer, including table design, views and workflows of capabilities developed and implemented.

As needed Electronically Project Manager/COR

Develop comprehensive understanding of existing Access and Excel data refresh processes, scripts and functionalities.

Within 2 months after Award Electronically Project

Manager/COR

Modernize current data transformation scripts that use complex Access scripts and embedded queries in Excel sheets to use Data Flows, and ETLs

Within 3 months after Award Electronically Project

Manager/COR

Streamline Data Transformation Process, improve efficiency, and reduce manual intervention by developing automated transformation processes using Power Platform Automate and RPA tools

Within 4 months after Award Electronically Project

Manager/COR

Develop a Data Warehouse model and implement the use of a Dataverse environment to support modernization of the Data Warehouse Platform

Within 6 months after Award

Oral and Electronically

Project Manager/COR

Contractor will develop a plan and strategy to implement the following activities to help modernize the data warehouse:

• Power Automate Flows

Power Bl reports/dashboard development (specifically for DW analytical requirements)

• Dataverse development (in conjunction with data model specifics)

• Share Point List maintenance

• (Access Tool) SAM Access

DB development and maintenance

• (Access Tool) Prepare Access DB development and maintenance

• Web page development/site collection/permissions

First 60 days after award & on as needed basis thereafter

Oral and Electronically

Project Manager/COR

Warehouse Information Technology (IT) Support

• GLS review process documentation/development

• Workload Tracker process documentation/development

• Lapse reporting documentation/development

• Obligation and Contract reporting documentation/development

• Excel file reconciliation

• Virtual Machine use for production activities Ul automation for file refresh activities

• Modernization of Data Warehouse: documentation of current processes and business requirements (current/future), and design of the following: data model development, ETL flows, dataverse source/target development (tables, files, etc.)

• AWARE X data model design/development

7.0 Period of Performance

The period of performance for this task order is one 12-month base year and four 12-month option year periods.

Base Year: 07/19/2025 to 07/18/2026 Option Year 1: 07/19/2026 to 07/18/2027 Option Year 2: 07/19/2027 to 07/18/2028 Option Year 3: 07/19/2028 to 07/18/2029 Option Year 4: 07/19/2029 to 07/18/2030

8.0 Place of Performance

The place of performance for this contract is at the Contractor site. The contractor shall indicate where they will service the requirements.

The Contractor shall be available to travel such as to attend meetings, briefings, and training sessions at the following locations:

New Carrollton Federal Bldg (NCFB) 5000 Ellin Road Lanham, MD 20706

Main IRS 1111 Constitution Ave., NW Washington, DC 20224

Hours of Operation: The contractor shall conduct business during core business hours of 7:00am – 6:00pm, Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

The contractor shall not perform services on the following recognized holidays outlined in the IDIQ Task Requirement XXXX

1. New Year’s Day

2. Martin Luther King Jr.’s Birthday

3. President’s Day

4. Memorial Day

5. Juneteenth

6. Independence Day

7. Labor Day

8. Columbus Day

9. Veteran’s Day

10. Thanksgiving Day

11. Christmas Day

9.0 Travel

Remote work privileges may be available to contractor personnel and will allow them to work at an alternate location from the designated post of duty. The Government shall not incur any additional costs under this contract if telework is allowed. The availability and frequency of telework shall be at the 24 discretion/agreement of the individual Federal Manager, Federal Contract Officer Representative (COR) and contractor representatives.

All required Federal Standard Forms and training for teleworking must be completed prior to starting to telework. Security requirements of the telework location and equipment must always be maintained. If it is necessary for teleworking contractor personnel to report to the designated post of duty, at least one business day notice will be provided.

Although travel is not required for this contract at this time, if deemed necessary, travel requests shall be submitted to the COR at least 10 calendar days prior to departure. The travel request shall contain the following information: purpose of the trip (identifying the relevant sub-tasks), traveler(s) name(s), destination, duration, and estimated cost of the travel. The COR shall approve/disapprove the travel request.

Travel and per diem will be in accordance within the limitations set forth in FAR 31.205-46 and the General Services Administration’s Federal Travel Regulations. Profit shall not be applied to travel costs.

10.0 Security

http://www.gsa.gov/Portal/gsa/ep/contentView.do?contentId=14161&contentType=GSA_OVERVIEW

Warehouse Information Technology (IT) Support

The Contractor must submit Risk Assessment Checklist to Contractor Security Management. Contractor/sub-contractors are not permitted to begin work on the task order until the following forms have been completed, reviewed by the COR to ensure completeness and accuracy (incomplete forms will be rejected by CSM), properly submitted to CSM, and Personnel Security (PS) has granted interim staff-like access approval. All contractor personnel requiring access to federal facilities or government information shall have an adjudicated Minimum Background Investigation (MBI) prior to beginning work on behalf of the government.

11.0 Government Furnished Property

Contractor personnel will be furnished with an IRS sourced laptop computer. Government information shall be limited only to what is needed to complete an assigned task.

12.0 Inspection and Acceptance

Final inspection and acceptance will be performed by the COR.

13.0 Invoicing

All payments will be processed through the Invoice Processing Platform (IPP) which is a secure, web-based system. Invoice must be submitted via the Invoice Processing Platform (IPP) at www.ipp.gov. Invoice instructions will be provided with each Task Order.