Performance Work Statement (PWS) Corporate Registry Bulk Data.pdf

PERFORMANCE WORK STATEMENT

Corporate Registry Bulk Data and Web Access Products

1.0 INTRODUCTION AND BACKGROUND

The Internal Revenue Service (IRS) is required to stay current with the complex, interconnected, and dynamic nature of international taxation, including changing tax avoidance schemes and the legal and regulatory environment. To do so, the Research, Applied Analytics & Statistics (RAAS) and Large Business & International (LB&I) divisions of the IRS must have access to data in order to address issues, including transfer pricing transactions which result in income shifting, foreign ownership in U.S.

controlled corporations, money laundering, attributable country-by-country earnings and taxes, and details on global mergers and acquisitions (M&A) activity.

These IRS Business Units require access to standardized, consistent electronic international data research services in both bulk and web-based access for specific users noted in this document.

2.0 AWARD OBJECTIVES

The objective of this Performance Work Statement (PWS) is to obtain Contractor support for a Bulk Data Product and Web Access Product as follows:

Bulk Data Product

A third-party, corporate registry bulk data product is required to improve tax administration and enforcement. The data will be blended with IRS tax return data to fill data gaps and enable new analytical efforts related to large corporations, foreign entities, and transfer pricing. Third-party corporate registry bulk data will provide new and high-value tools and processes to improve tax enforcement, particularly in the international space. IRS will use the data to improve understanding of indirect and opaque ownership structures, enhance abilities in the identification and matching of foreign entities, and improve transfer pricing risk assessment tools.

Web Access Product

The IRS requires online access to an off-the-shelf International Business database. This will provide the IRS with electronic international business data services, especially for the Asia Pacific (APAC) and European regions of the world, that provide a powerful tax administration tool for IRS. This international business data will be used by IRS employees to evaluate tax-related transactions and proposals, and to develop a supportable tax position on these matters. The underlying data, the documents downloaded from the Contractor, and the IRS’ analysis on such data and documents will be shared with third parties, including (but not limited to) taxpayers and other tax authorities, to support the IRS position. The IRS will share the documents downloaded from the Contractor, the data underlying those documents, and its analysis on those documents and data with international organizations, such as the Organization for Economic Cooperation and Development (OECD) and their members, to support analysis conducted under the auspices of such international organizations.

3.0 SCOPE OF WORK AND DESCRIPTION OF TASKS

This PWS is for a Performance-Based Acquisition Firm Fixed Price (FFP) subscription service with mission-oriented, event-driven performance measures and incentives.

The scope of this PWS encompasses Contractor support to provide brand name (Moody’s Orbis) data or equivalent product subscription access to standardized, consistent electronic international data research services for IRS employees in both bulk and web-based formats. The product subscription bulk data delivery and services will allow issue identification, case selection, issue resolution, and advanced analytics for global enterprise risk modeling. The success of these activities depends on information that extends beyond legacy IRS information and regulatory filings.

3.1 TASK 1, ORIENTATION BRIEFING

Within two weeks of task order award, the contractor shall conduct an orientation briefing for the Government. The Government does not desire an elaborate orientation briefing nor does it expect the contractor to expend significant resources in preparation for this briefing. Rather, the intent of the briefing is to initiate the communication process between the Government and contractor by introducing key task order participants, explaining their roles, reviewing communication ground rules, and assuring a common understanding of task order requirements and objectives.

The orientation briefing shall be held either virtually or at the Contractor’s site (if within the Washington DC region) and both parties shall mutually agree upon the date and time.

The completion of this briefing shall result in the following:

1. The contractor and Government personnel who will perform work under this task order will be introduced.

2.The Government may provide any GFP to the contractor at this time.

3. Any issues concerning the contractor clearances for contractor personnel will be discussed.

4. The contractor shall demonstrate confirmation of their understanding of the work to be accomplished under this PWS.

DESIRED OUTCOME - Initiate the communication process between the Government and Contractor to assure a common understanding of award order requirements and objectives. Contractor delivers

Orientation Briefing Minutes to COR within 5 business days after Briefing. Contractor delivers Quality

Surveillance Plan (QSP) to the COR within 30 business days after the Briefing.

3.2 Task 2, BULK DATA PRODUCT

The contractor shall provide product subscription bulk data delivery and services to support issue identification, case selection, issue resolution, and advanced analytics for global enterprise risk modeling. Tax administration depends on information that extends beyond legacy IRS information and regulatory filings, such as Security and Exchange Commission (SEC) filings.

To keep up with the complex, interconnected, and dynamic nature of international taxation, including changing tax avoidance schemes and the legal and regulatory environment, the IRS must have access to the right data to address issues, including transfer pricing transactions which result in income shifting, foreign ownership in U.S. controlled corporations, money laundering, attributable country-by-country earnings and taxes, and details on global mergers and acquisitions (M&A) activity.

The corporate registry and financial data shall include current and historical data related to nearly 450 million global companies, including details regarding their locations, shareholders, key personnel, and financial records. Ownership and financial data are compiled from corporate business filings and include all available historical filing data up to the most recent filing period. Also included will be aggregated corporate metrics intended to estimate innovation portfolio value and strength as well as financial strength.

The data must be available via multiple vehicles including online portal, application programming interface (API), and as a bulk dataset.

3.2.1 Required Data

The IRS requires the ability to effectively research international businesses, both public and private, as well as details about their assets, structures, ownership, and other information.

The Contractor shall provide the following bulk data products:

• Brand name (Moody’s Orbis) or equivalent All Companies (Current and Historical Financial & Ownership Files) o Contacts/Directors Data o Corporate Ownership Data o Beneficial Ownership Data o Orbis M&A Data o Orbis Funds Data Innovation Strength Data o Intellectual Property (Patent Data) o Cross-Border Investment Data o Sanctions / Politically Exposed Persons (PEPs) Data o Detailed Financial Data o Probability of Default o T-rank Orbis o T-rank Shareholder Power & Coalitions

Specific data elements shall include:

• Company identifying data (such as name, address, telephone number, tax ID number, officer information, Industry codes, country of foreign owner/incorporation, active/inactive status, etc.)

• Ownership and shareholder structure information down to 10% ownership share (including ultimate foreign owner, direct and indirect ownership, individuals, corporate ownership, mergers & acquisitions, etc.)

• Standardized and normalized financial data for comparison against businesses worldwide, with English translations, and formatted in such a manner as to facilitate year-to-year and company-to-company comparisons

• “As reported” and “point-in-time” financials for all listed companies and, where governmentally required, financials for non-listed entities, including income statement, balance sheet, changes in financial position data, and “as reported” and standardized data

• Company data including all data reported by the firms listed on the major U.S. and non-U.S.

stock exchanges

• Mergers & acquisitions (M&A) data providing comprehensive deal information – M&A, Initial Public Offering (IPO), venture capital, rumors, deal records and related data with financial and ownership data of companies involved in the deals

• Financial Strength Indicator models that assess financial strength, including probability of default

• Intellectual property strength indicators to measure a company’s intellectual property value (qualitative & quantitative)

• Additional information such as historic and current business descriptions, business and industry trends/projections, company industrial classification, including Standard Industrial Classification (SIC) code

• Associated news, analysts' research, and market research

• Additional available data for public, private and trust companies

• Worldwide public and private company and data coverage

• Partnership and trust information for all entities required to register with foreign governmental reporting agencies

• Other financial, tax, and transactional data reported to foreign (non-U.S.) government agencies and/or any other data collection entities

• Patent information associated with companies, including a suggested value of a company's patent portfolio and a benchmark, trends in their portfolio’s value, intellectual property indicators, such as total and technical quality, relevance, legal score, distribution, and market coverage

• Beneficial ownership T-Rank data (brand name or equivalent), which allows the identification of the true owner of a company,

• Sanctions, PEPS, and enforcement indicator data linked to individuals, companies, and corporate groups

If deficiencies are found, the IRS PM will notify the Contractor in writing. The Contractor shall correct and deliver data discrepancies within a time period agreed upon by the Government.

DESIRED OUTCOME:

The Contractor shall provide delivery of the bulk data sources described above by secure file transfer or other mutually agreed upon technical solution. The data shall be updated every six months, and delivered with an accompanying updated data dictionary, when applicable.

3.2.2 Required Services

The Contractor shall provide a designated Bulk Data Integration Support Team throughout the period of performance of the contract.

The Contractor shall provide a customer support team to manage all deliveries, troubleshoot and resolve identified problems/issues and technical support for IRS inquiries on files and technologies.

The Contractor shall provide advice and on-going support throughout the on-boarding process for the integration of the brand name (Moody’s Orbis) or equivalent and related data sets, to include files recommendations, file size recommendations to support a smooth transition, and advice on the structure of ingestion pipeline.

The Contractor shall provide direct and on-going customer support related to brand name (Moody’s Orbis) or equivalent data content and additional data sets that are part of the Bulk Data delivery.

The Contractor shall provide access to data schemas or available characterizations of the bulk data table’s fields and structures.

The Contractor shall provide expertise and support on identified use-cases or potential applications of bulk data based on industry best practices on identified use-cases. This support shall include proposed data uses and approaches for integrating data into different bureau workstreams for maximum impact.

The Contractor shall submit data corrections and/or any discrepancies to the IRS upon issue discovery, as required within 30 days of notification.

The Contractor shall notify the COR and IRS POC at least 30 days in advance of any changes in operation or functionality of the data tables.

The Contractor shall certify that future enhancements (products and services) provided to commercial customers at no cost shall accrue to the Government at no cost. Future enhancements (tools and services) provided to commercial customers at an additional charge shall be offered to the

Government at a rate equal to or less than commercial customers. The Government reserves the right to accept or reject each enhancement.

If the Contractor can no longer provide contracted content, the Contractor shall notify the COR and explain any deviations they are proposing at least 30 days in advance of any changes.

If the IRS determines that a source is no longer available or considered viable through the Contractor to the IRS, the COR will request a list of comparable replacement sources. The IRS reserves the right to approve offered replacement sources. If the comparable sources offered by the Contractor are not acceptable to the IRS, the Government reserves the right to hold discussions on alternative solutions.

DESIRED OUTCOME:

The Contractor shall provide support for integration of bulk data sources as described above on an as-needed and ongoing basis. The data shall be updated every six months.

3.2.3 Information Access

The Contractor shall transfer bulk data to IRS via secure file transfer (SFT) and will be accessible per IRS guidelines to Compliance Data Warehouse (CDW) environment users.

At the termination or expiration of the award for any reason, and except as provided on such award, the IRS shall cease all use of the information under such Contract and promptly purge all information provided under such award that has been stored in its computer systems, databases, or any data storage facilities owned or under its control, provided that the IRS shall have the right to retain: (a) print or electronic copies of its presentations containing limited excerpts of data obtained from the information and made in conformity with the license granted in Section 3 of this Agreement; and (b) portions of the information that constitute electronic data that is generally inaccessible or that has been stored on the IRS’ backup systems in the ordinary course of business as part of standard backup procedures, but only to the extent that such data is only accessible by person(s) whose function is primarily Information Technology, and provided that such person(s) only have limited access to such data to enable the performance of such Information Technology duties. In addition, the

IRS may retain one copy of any such data from the information as is necessary to comply with applicable audit, legal or regulatory requirements, professional obligations and standards and internal document retention policies, provided any such data may only be accessed for such purposes and may not be used for any other purpose whatsoever, including (but not limited to) any commercial purpose.

Contractor shall consult and deliver bulk data to the IRS as agreed and a method most appropriate at the time of delivery, i.e., Secure Data Transfer, Kiteworks, etc. Delivery shall occur every 6 months.

The Contractor shall deliver bulk data via IRS secure file transfer (SFT) in a format compatible with the Compliance Data Warehouse (CDW) such as comma-separated-values (csv), .txt, or similar format. The Contractor shall establish SFT accounts per IRS guidelines account set up and to enable the data transfer every 6 months.

3.3 Task 3, WEB ACCESS PRODUCT

The contractor shall provide subscription data services via a web portal to support issue identification, case selection, issue resolution, and advanced analytics for global enterprise risk modeling. Tax administration depends on information that extends beyond legacy IRS information and regulatory filings, such as SEC filings. The web portal access provides the ability for users to log in, utilize search features, such as select or remove filters to narrow down searches, provide options for print, download and/or export to the user’s computer or desired folder location in commonly acceptable format, such as Excel, Word, PDF, etc.

To keep up with the complex, interconnected, and dynamic nature of international taxation, including changing tax avoidance schemes and the legal and regulatory environment, the IRS must have access to the right data to address issues, including transfer pricing transactions which result in income shifting, foreign ownership in U.S. controlled corporations, money laundering, attributable country-by-country earnings and taxes, and longitudinal details on global M&A activity.

The Contractor shall provide the following brand name (Moody’s Orbis) or equivalent tools and databases:

1. Orbis

2. TP Catalyst

3. Loan Agreements – standard model –

4. OSIRIS

5. Global Reports

6. Datamonitor

7. News

8. ORBIS M&A (fka as Zephyr)

9. GRID Review Orbis

10. T-Rank

11. T-Rank Power & Conditions

12. ORBIS Intellectual Property (fka ORBIS IP (Patents)

13. Individual Patent Values (fka Individual Patent Values)

14. Financial Strength

15. Compliance Catalyst v.2 Basic (fka Compliance Catalyst/CCv2)

16. Original Documents

a. AIDA images (Private Company Source Documents: Italy)

b. Source Documents: Banks

c. BEL-FIRST Standard (Private Company Source Documents: Belgium)

d. FAME C (Private Company Source Documents: UK)

e. FAME Irish Images (Private Company Source Documents: Ireland)

f. MARKUS G (Private Company Source Documents: Germany)

g. SABI Images (Private Company Source Documents: Spain)

3.3.1 Tools and Data

The Contractor shall provide full access to their tools and data to specified IRS users, including the data specified in Sections 3.2.1 and data from Section 3.3 relevant to the Contractor’s web-based applications. The Contractor shall allow users to export all relevant information, save analyses, and search sets for future use. The Contractor shall allow IRS users to access tools which allow for the download of formatted workflow documents, including (but not limited to) rejection matrices and comparable financial reports. The Contractor shall allow the IRS to share these documents with third parties, such as taxpayers and other tax authorities. These materials will be used as supporting documentation to the IRS’ analysis.

The Contractor shall allow the IRS to share its analysis with third parties, including sharing source documents with taxpayers and other tax authorities to support the IRS’ tax position. Additionally, the Contractor shall allow the IRS to share source documents and data downloaded from the Contractor with third parties, including (but not limited to) taxpayers and those authorities. Similarly, the Contractor shall allow the IRS to share both downloaded source documents, the data underlying those documents, and the IRS’ economic analysis based on those source documents and data, with international organizations, such as the Organization for Economic Cooperation and Development (OECD), and their membership, to support economic analysis conducted under the auspices of such organizations.

The IRS requires the ability to effectively research international businesses, both public and private, as well as details about their assets, structures, ownership, and other information. The IRS requires the ability to archive contemporaneous data.

The following data categories are mandatory:

• Company identifying data (such as name, address, telephone number, tax ID number, officer information, Industry codes, country of foreign owner/incorporation, active/inactive status, etc.)

• Ownership and shareholder structure information down to 10% ownership share (including ultimate foreign owner, direct and indirect ownership, individuals, corporate ownership, mergers & acquisitions, etc.)

• Standardized and normalized financial data for comparison against businesses worldwide, with English translations, and formatted in such a manner as to facilitate year-to-year and company-to-company comparisons

• “As reported” financials and point-in-time financials for all listed companies and, where governmentally required, financials for non-listed entities, including income statement, balance sheet data, changes to financial data, and “as reported” and standard ized data

• Company Trade and Business Descriptions, both current and historical, in English. Preferably the database will also include the native language versions when the data is originally captured from foreign language sources

• Original source documents from non-U.S. regulatory filings

• Company data including all data reported by the firms listed on the major U.S. and non-U.S.

stock exchanges

• Mergers & Acquisitions data providing comprehensive deal information (M&A, IPO, venture capital, rumors, deal records and related data with financial and ownership data of companies involved)

• Annual reports and/or any other reports required by foreign governmental agencies, including English translations

• Financial Strength Indicator models that assess financial strength, including probability of default

• Lending Margins for intra-group financial analysis from loan agreements

• Intellectual property strength indicators to measure a company’s intellectual property value (qualitative & quantitative), plus additional information such as historic and current business descriptions, business and industry trends/projections, company industrial classification, such as SIC code

• Associated news, analysts' research, and market research

• Additional available data for public, private and trust companies

• Statistical and marketing data

• Worldwide public and private company and data coverage

• Partnership and trust information for all entities required to register with foreign governmental reporting agencies

• Other financial, tax, and transactional data reported to foreign (non-U.S.) government agencies and/or any other data collection entities

• Patent information associated with companies, including a suggested value of a company's patent portfolio and a benchmark, trends in their portfolio’s value, intellectual property indicators, such as total and technical quality, relevance, legal score, distribution, and market coverage

• Beneficial ownership data to identify the true owner of a company

• Sanctions, PEPs, and enforcement indicator data linked to individuals, companies, and corporate groups

DESIRED OUTCOME:

The Contractor shall provide data updates at the same frequency as available to commercial customers.

3.3.2 Required Services

The Contractor shall notify the Contracting Officer Representative (COR) at least 30 days in advance of any changes in operation or functionality of the research system.

The Contractor shall certify that future enhancements (products and services) provided to commercial customers at no cost shall accrue to the Government at no cost. Future enhancements (tools and services) provided to commercial customers at an additional charge shall be offered to the Government at a rate equal to or less than commercial customers. The Government reserves the right to accept or reject each enhancement.

If the Contractor can no longer provide contracted content, the Contractor shall notify the COR and explain any proposed deviations at least 30 days in advance of any changes.

If the IRS determines that a dropped source is material to the IRS, the COR will request from the Contractor a list of comparable replacement sources. The IRS reserves the right to approve offered replacement sources. If the comparable sources offered by the Contractor are not acceptable to the

IRS, the Government reserves the right to hold discussions on alternative solutions.

The Contractor provides access to its data and suite of tools (specified in Sections 3.2 – 3.3) on a “24/7” basis. If there are changes to the suite of tools, the procedures outlined in Section 3.2.2 and

Section 3.3.2 shall be followed. Any updates must be completed with the same frequency as available to commercial customers.

3.3.3 Information Access

The Contractor shall provide tools and data which must be available to IRS employees via a high-speed Internet website. Initially, the Contractor shall assign a username and password to IRS employees. Only IRS approved employees and the IRS Point of Contact (POC) will be able to change passwords.

The Contractor shall:

• Provide access to IRS employees on a “24/7” basis

• Contractor shall not track or save searches performed by IRS approved employees in a traceable format

• Contractor shall provide the IRS with an updated list of users on an agreed upon cadence and/or ad hoc basis

The Contractor shall provide the ability for IRS to access user management tools, or an efficient means to obtain these support services.

Contractor shall provide requested information access.

3.4 Task 4, HELP/SUPPORT

Contractor shall provide user support as follows:

• Assist users with questions about specifics of the data, accessing the data, use of any associated software, use of report templates, and data downloading

• Provide Help/Live Support to web-access users via phone or email, and at a minimum, during the hours between 8am ET to 8pm ET.

• Provide Help/Support to bulk data users on a 24/7 basis via email and/or ad hoc meetings

• Provide requested training and support (at no additional cost)

• Regularly provide details of all updates to users as agreed upon with the Government, but no less than the availability to commercial customers.

Contractor shall provide support as follows:

• Include a series of introductory sessions, web-demonstrations, conference calls, and workshops as needed to inform users of tool capabilities and data specifics

• Assist users with questions about specific data elements, use of any tools, use of report templates, and downloading data (during normal business hours) for the length of the contract

• Make available technical and industry experts upon request; expert profiles should include the following:

o Data Collection Practices

• Knowledge of regional data collection practices, including access to country data collection experts with deep nuanced knowledge for their assigned countries o Data Knowledge

• Extensive knowledge of data architectures, table structures, and data dictionaries for the brand name or equivalent (Orbis, TP Catalyst, IP, M&A, and related applications)

• Extensive knowledge and understanding of data architectures, data dictionaries, and table structures for brand name (Moody’s Orbis) data or equivalent bulk deliverable data

• Experience with “big data” using a wide variety of the Contractor’s collected data for tax policy and collection research, including scenario analysis o Application

• Significant analytical and use case applications utilizing data and web portal applications to support similar work conducted by IRS analysts

3.5 Task 5, TRAINING

The Contractor shall provide IRS training to enable all approved users the ability to access tools and data. The Contractor shall work with the IRS to identify training needs, develop initiatives and type of training to address those needs.

The IRS uses an e-learning strategy, including virtual classes, in addition to the traditional classroom-based approach. This provides the benefit of continuous learning opportunities for IRS employees.

Training will be provided on an as-needed basis. The Contractor will work with the IRS POC to develop the type of training and the training agenda.

The Contractor shall provide training to users as required.

4.0 AUTHORIZED USERS

Authorized user roles and organization are as follows:

Role Organization

Primary Contact & Bulk User Lead

RAAS

Web Portal User Primary Contact

LB&I

Web Portal User Secondary Contact

LB&I

COR RAAS

Authorized IRS employee names will be identified upon award.

5.0 GOVERNMENT FURNISHED PROPERTY (GFP)

It is anticipated that Government furnished property (GFP), material, and facilities will be required for contractor performance of this requirement. Each call Order will specify the GFP that the IRS will provide. The IRS anticipates, but does not guarantee, that it will provide the following property:

ITEMS QUANTITY

Contractor Identification Badge TBD

Contractor Building Access/Proximity Card TBD

Laptop Computer with Local Area Network Access TBD

Microsoft: Word, Excel, PowerPoint, Project Access TBD

Upon completion of any resultant GSA order, disposition of GFP shall be in accordance with FAR 52.245.1.

5.1 GOVERNMENT-FURNISHED INFORMATION(GFI): Not Applicable

6.0 PLACE OF PERFORMANCE

Contractor’s Site, with reasonable access to government site for meetings with appropriate notice.

6.1 PERFORMANCE AT GOVERNMENT SITES

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.

7.0 GENERAL ACCEPTANCE CRITERIA

The general quality measures as set forth below will be applied to each work product received from the Contractor under this award 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 o The work product format may be different in each award order o Hard copy formats shall follow Department of the Treasury and IRS Directives and shall be consistent with other similar efforts o 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.

8.0 REVIEW OF DELIVERABLES

The Government will perform an initial review of deliverables and the Contractor must correct any problems that are encountered during the review. 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 15 calendar days from receipt of the deliverable or as otherwise specified in each award.

When a need for modification is discovered during the review, the Government will (in accordance with the approved award schedule) provide the necessary documentation to correct the deliverable.

The Contractor will incorporate related comments in the final product.

9.0 AWARD PERIOD OF PERFORMANCE

The Contractor shall deliver the initial bulk data no later than 30 days after award. The Contractor shall provide access to the web-based product on the first day of the award order period.

The period of performance for any resultant award will include a 12-month base period and four (4) 12-month option periods.

Base Year March 25, 2025 – March 24, 2026

Option Year 1 March 25, 2026 – March 24, 2027

Option Year 2 March 25, 2027 – March 24, 2028

Option Year 3 March 25, 2028 – March 24, 2029

Option Year 4 March 25, 2029 – March 24, 2030

10.0 SHIP TO

Unless otherwise specified below, all deliverables/work products shall be provided to the COR no later than 4:00 p.m. Eastern time on the dates specified in the award.

11.0 DELIVERABLES

Unless otherwise requested in writing by the COR, work products shall be produced using Microsoft Office 2020 or later Professional products and delivered in accordance with the deliverable schedule.

If it is required that deliverables be submitted in media storage form, all devices must be scanned and certified as virus-free.

11.1 DELIVERY SCHEDULE

Deliverable ID Deliverable Due Date

3.1 Task 1

Orientation

Briefing

Initiate the communication process between Government and Contractor.

Introduce key participants, explain roles, review communication ground rules, and assure a common understanding of requirements and objectives.

Meeting shall be held either virtually or at the Contractor’s site (if within the Washington, D.C. metro) at a mutually agreed upon date and time.

Briefing shall be conducted within 2 weeks of award.

Briefing Minutes shall be delivered to the COR within 5 business days after Briefing.

Contractor shall deliver Quality

Surveillance Plan (QSP) to the COR within 30 business days after the Briefing.

3.2 Task 2 Bulk

Data Product

Bulk data should be delivered with data source documentation, data dictionary and/or notes (outlined in Section 3.2) delivered by secure file transfer or other mutually agreed upon technical solution.

Bulk data shall be updated every 6 months and delivered with an accompanying updated data dictionary and documentation within 3 business days of bulk data delivery, where applicable.

3.3 Task 3 Web

Access Product

Access to web products (data and suite of tools specified in 3.3) on a “24/7” basis via high-speed internet website.

Upon award

3.4 Task 4 Help/

Support

Introductory sessions, web demonstrations, workshops, and conference calls (as needed) and POCs for each product or service.

Technical and industry experts shall be available upon request.

POCs: upon award.

Office hours: recurring schedule or upon request.

3.5 Task 5

Training

Conduct recorded virtual or in-person introductory training on all modules, and provide related training material

Within 2 months of Orientation Briefing

Conduct recorded virtual or in-person intermediate training on all modules and provide related training material.

Within 2-3 months of introductory training

Conduct recorded virtual or in-person advanced training on all modules and provide related training material.

Within 2-3 months of intermediate training

Other training, recorded virtual or in-person. Upon request

12.0 IDENTIFICATION OF GOVERNMENT AWARD ORDER PERSONNEL

The COR designation will be identified by the CO’s written designation memo. The CO will identify the

COR via email to the Contractor.

13.0 SECURITY

The Contracting Officer will ensure Contractor personnel are in compliance with IRS HSPD-12 PIV Procedures Manual. This manual will be provided to the Contractor.

14.0 IDENTIFICATION / BADGES

The applicable Contractor employees shall not begin working under this PWS until all security forms have been properly completed and submitted.

14.1 PERSONNEL REMOVAL AND REPLACEMENT

The applicable Contractor employees are subject to investigation by the Government. Applicable Contractor employees who undergo Contractor clearances that reveal (but are not limited to) the following may be unacceptable under this contract: conviction of a felony, a crime of violence or a serious misdemeanor, a record of arrests for continuing offenses, or failure to file or pay federal income tax. The Government reserves the right to determine if a Contractor employee assigned to a task shall continue with the task. The Contractor shall agree to remove the person assigned within one day of official notification by the Government and provide a replacement within five days. New hires or substitutions of personnel are subject to the Contractor clearance requirement.

15.0 DELIVERABLES / WORK PRODUCTS

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/.

Each Electronic and Information Technology product or service furnished under this PWS shall comply with the Electronic and Information Technology (EIT) Accessibility Standards (29 U.S.C.

87794d).

For every EIT product or service accepted under this award by the Government that does not comply with EIT Accessibility Standards 29 U.S.C. 87794(d), the Contractor shall (at the discretion of the

Government) make every effort to replace or upgrade it with a compliant equivalent product or service, if commercially available and cost neutral, on either the planned refresh cycle of the product or service, or on the order renewal date, whichever shall occur first.

http://www.section508.gov/