PWS Draft 25-06-A-PMO-Taxpayer Advocate Service (TAS) Final 1.docx
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- Attached to
- Administering Social Benefits through Tax Codes
- Solicitation number
- 25-06-A-PMO
About this file
This is a draft Performance Work Statement (PWS) for a research project focused on administering social benefits through the tax system, issued by the IRS Taxpayer Advocate Service (TAS). The PWS outlines requirements for a contractor to evaluate the economic implications and administrability of social benefits delivered through tax codes, with particular focus on taxpayers using Individual Taxpayer Identification Numbers (ITINs).
The project requires five main tasks: project management, data collection and aggregation, economic and statistical analysis, policy recommendations, and knowledge transfer. Key personnel requirements include a PMP-certified Project Manager, Ph.D. Economist, Tax Policy Analyst, Data Scientist, and Technical Writer. The period of performance includes a 12-month base period and four 12-month option periods. The contractor will analyze topics including EITC restructuring, qualifying child definitions, ITIN procedures, and improper payment reduction. Deliverables include data analysis reports, policy recommendations, and training materials. The work will be performed remotely as no government facility access is required. The PWS is part of RFI #25-06-A-PMO seeking information from potential contractors about their capabilities to perform this research.
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Other files
| File | Type | Posted |
|---|---|---|
| Attachment 3 RFI Response Responses.xlsx | XLSX spreadsheet | |
| Attachment 3 RFI Response Template (1).xlsx | XLSX spreadsheet | |
| 25-06 IRS _TAS -A Wholistic Evaluation of Administer (1).docx | DOCX document |
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25-06-A-PMO-Taxpayer Advocate Service (TAS) Administering Social Benefits through Tax Codes
1.0 INTRODUCTION AND BACKGROUND
The Taxpayer Advocate Service (TAS), an independent function within the Internal Revenue Service (IRS) is seeking Contractor support to design and implement a joint research project focused on administering social benefits through the tax system. This initiative aims to take a comprehensive approach by evaluating both the economic implications for taxpayers and the administrability of various administrative and legislative proposals for the IRS. The project is intended to inform stakeholders as they explore administering social benefits via the tax code.
Historically, TAS has conducted research on taxpayer rights and the challenges both taxpayers and the IRS face when social benefits are administered through the tax code. This project extends the focus on how the tax system can better distribute social benefits to taxpayers, including to families where one or more individuals have an IRS taxpayer identification number (ITIN).
2.0 OBJECTIVES
The primary objective of this PWS is to engage a Contractor who can collaborate with TAS to:
1. Conduct a comprehensive evaluation of the administration of social benefits through the tax system.
2. Assess the impact of IRS ITIN procedures on individuals, particularly children and spouses, and the broader economic implications of these processes, including the effect of taxes paid by ITIN holders on the U.S. economy.
3. Provide a thorough analysis to identify potential administrative or legislative changes that could optimize the distribution of social benefits through the tax code.
4. Apply innovative approaches to enhance the administration of social benefits and reduce improper payment rates.
5. Model the effect of recommended approaches on both the amount of social benefits paid through the tax code and the effects of these social benefits on impacted individuals and their children.
The goal is to deliver actionable insights and recommendations that will support the IRS and external stakeholders in enhancing the administration of social benefits.
3.0 SCOPE OF WORK AND DESCRIPTION OF TASKS
TAS is seeking a contractor that would design and implement joint research projects on administering social benefits through the tax system, and the economic impact of taxpayers using ITINs to file their tax returns For the most part, these will be two separate, but related areas of focus.
The projects would take a holistic approach by evaluating the economic implications and administrability of various administrative and legislative proposals and are meant to inform stakeholders as they consider revisions to administering social benefits through the tax code, or any future legislation that would administer social benefits through the tax code.
3.0.1 Project Details:
The project would have two primary objectives:
(1) Provide a holistic evaluation of administering social benefits through the tax system. Specifically, the project would focus on the economic effects of running social benefits through the tax code, such as the number of families elevated out of poverty, the number of children lifted out of food insecurity, the increased number of individuals contributing to Social Security, and the effects on individual’s employment status.
(2) Provide an estimation of the effect of ITIN regulations and IRS ITIN procedures on taxpayers, and their children. Specifically, the amount of revenue collected from taxpayers who use ITINs, and the amount of lost social benefits for families and children due to being ineligible due to their ITIN status.
The projects would include such topics as:
· The demographics of the taxpayer population claiming such social benefits, including the complexity of modern family structures;
· The pain points in the administration of social benefits through the tax system;
· The economic effect of changes in the earned income tax credit (EITC) structure on taxpayers, their children, the IRS, and the national fisc, such as lifting families out of property, food security, and if the costs of these programs, including administrative costs outweigh the benefits.
· Potential ways to modernize and/or simplify the definition of a qualifying child and the economic impact for taxpayers as a result of such simplification; and
· The impact of restructuring the EITC by breaking it up into worker and child components. Specifically, the number of taxpayers that may be more likely to receive benefits due to this separation between the worker and child components of the EITC;
· Potential ways to reduce the improper payment rate;
· Challenges in administering ITINs and the problems faced by taxpayers in the application and renewal processes. Additionally, the cost these processes pose both individually and to the government fisc; and
· The impact of ITIN filers on the national economy and an estimation of the loss of tax revenue attributable to taxpayers who choose not to obtain an ITIN.
The project would take a holistic approach to evaluating administrative and legislative proposals by examining both their economic implications (e.g., budgetary and distributional implications) and their administrability. The objective of this holistic analysis is to provide useful insights to inform stakeholders as they consider changes in the way social benefits are administered through the tax code.
3.0.2 Description of Services
TAS would provide aggregate tax data to the Contractor. Both TAS and the Contractor would agree upon the type of aggregate data needed for the project and the analysis of the data. The Contractor would be expected to evaluate the economic implications of various agreed-upon administrative and legislative proposals and draft a final written research report, with input from and approval by TAS. Both parties would receive credit and have the right to publish the final report.
The Contractor will support TAS in conducting joint research to evaluate the social and economic impact of current tax policies and propose potential improvements. The project includes data analysis, policy assessment, and the development of recommendations for legislative and administrative changes. The Contractor shall provide the following Tasks:
3.1 TASK 1, PROJECT MANAGEMENT SUPPORT
The Project Manager (PM) shall provide management, direction, administration, quality assurance, and leadership in the execution of this contract. Additionally, the PM will be required to meet frequently with IRS personnel, at times on short notice, and in person at a to-be-specified PMO Office location or via telephone, on weekdays from 8:00 a.m. to 5:00 p.m. Eastern Time (excluding Federal government holidays).
The Contractor shall designate a PM to oversee all project activities, ensuring that tasks are completed on schedule and within budget. The PM will serve as the primary liaison between the Contractor and TAS, coordinating all aspects of the project, including data collection, analysis, and reporting. The PM shall communicate with the IRS’s Contracting Officer Representative (COR) to discuss contract performance.
· Approach:
· Utilize Agile project management methodologies to ensure timely delivery.
· Conduct weekly meetings and bi-weekly deliverable reviews with TAS stakeholders.
· Deliverables:
· Project management plan.
· Weekly status updates and bi-weekly deliverable reviews.
· Kickoff meeting must be held within five (5) business days of being awarded the contract.
DESIRED OUTCOME: Effective coordination between TAS and the Contractor, ensuring the timely completion of project milestones.
3.1.1 Kickoff Meeting
A postaward conference will be held in accordance with 1052.242-70, Postaward Conference. Within five (5) business days of award or other mutually agreed upon date, the contractor shall meet with IRS representatives at a mutually agreed upon location or via teleconference. The intent of this meeting is to initiate the communication process between the IRS and the contractor by introducing key participants, explaining their roles, reviewing communication ground rules, and assuring a common understanding of the requirements and objectives.
The meeting shall include an introduction of those in attendance and discussion of the successful contractor’s approach and plan for scope of work. The contractor shall provide meeting notes (inclusive of any follow-up actions) to the IRS within five (5) business days after the meeting.
The completion of this meeting shall result in the following:
· The contractor and Government personnel who will perform work under this award will be introduced.
· Any issues concerning the contractor clearances for contractor personnel will be discussed.
· The contractor shall demonstrate confirmation of their understanding of the work to be accomplished under this PWS.
· The contractor shall provide the accounting period end dates to be used for the term of this award.
DESIRED OUTCOME - Initiate the communication process between the Government and Contractor to assure a common understanding of award requirements and objectives. Contractor delivers Orientation Briefing Minutes to COR within five (5) business days after Briefing. Contractor delivers Quality Assurance Surveillance Plan (QASP) to the COR within 60 business days after the Briefing.
3.1.2 Contract Status Reports
The contractor shall provide a summary of work performed, including a list of deliverables, and a list of government furnished property currently and formerly possessed by the contractor at the end of each Base and Optional Period of Performance.
The Government also reserves the right to request this report at any point during the performance of the award at the discretion of the Contracting Officer or Contracting Officer Representative. This ad hoc report, if desired, will not be requested more than twice per year during the life of the award and is in addition to the regularly scheduled Period of Performance Summary report.
DESIRED OUTCOME - The Contractor shall provide complete and accurate Period of Performance Summary Reports, Monthly Status Reports, Cost Performance Reports, and Contractor Status Reports.
3.2 TASK 2, DATA COLLECTION & AGGREGATION
The Contractor will collect and aggregate data necessary for the research, utilizing both TAS-provided aggregate tax data and publicly available datasets (e.g., Census data, Bureau of Economic Analysis data).
· Approach:
· Apply secure data transfer protocols (e.g., SFTP, encrypted emails) in compliance with IRS Publication 1075.
· Collaborate with TAS to determine the types of data needed for analysis.
· Deliverables:
· Data collection and aggregation plan.
· Data transfer compliance report.
Desired Outcome: Secure and comprehensive data collection, ensuring accurate and insightful analysis.
3.3 TASK 3: ECONOMIC & STATISTICAL ANALYSIS
The Contractor will perform a holistic analysis using advanced statistical techniques, such as regression analysis, microsimulation modeling, and sensitivity analysis, to evaluate the economic impact of various administrative and legislative proposals.
Focus Areas:
· Economic implications of restructuring Earned Income Tax Credit (EITC);
· Pain points in administering social benefits and potential reforms; and
· Impact of ITIN policies on taxpayers and compliance rates.
Deliverables:
· Draft analysis report within 60 days of project initiation.
· Final comprehensive research report with TAS input.
Desired Outcome: A detailed analysis that provides actionable insights for optimizing social benefits through the tax system.
3.4 TASK 4: POLICY RECOMMENDATIONS
The Contractor will develop detailed policy recommendations based on the findings from Task 4. This will include proposals for modernizing the EITC, defining qualifying dependents, and improving ITIN procedures.
Deliverables:
· Policy recommendation report.
· Presentation deck for TAS leadership.
Desired Outcome: Informed policy recommendations to enhance the administration of social benefits.
3.5 TASK 5: KNOWLEDGE TRANSFER AND TRAINING
The Contractor shall conduct knowledge transfer sessions to equip TAS personnel with insights and tools developed during the research. Training will include data analysis techniques and policy evaluation frameworks.
Deliverables:
· Knowledge transfer plan.
· Training materials and workshops.
· Final presentation to stakeholders.
Desired Outcome: TAS personnel are empowered to independently analyze tax policies and social benefit administration.
5.0 TASK 7, KEY PERSONNEL
The success of this project depends on a highly skilled and experienced team. The Contractor shall assign dedicated personnel with specialized expertise in tax policy, economic analysis, and data management. The designated Key Personnel are critical to meeting project objectives and shall not be replaced without prior approval from the Government.
5.1 Key Personnel Qualifications and Responsibilities
5.1.1 Project Manager
Qualifications: Project Management Professional (PMP) certified, with over 5 years of experience in managing complex tax policy projects for Federal agencies.
Responsibilities:
· Serve as the primary point of contact between the Contractor and the Government.
· Oversee the overall execution of the project, including planning, scheduling, and risk management.
· Ensure all deliverables are completed on time and within budget.
· Conduct weekly status meetings with TAS stakeholders and prepare monthly status reports.
· Lead the project kickoff meeting and all major project reviews.
5.1.2 Senior Economist
Qualifications: Ph.D. in Economics with a focus on social welfare analysis, and over 5 years of experience in conducting economic impact studies related to tax policies.
Responsibilities:
· Lead the economic and statistical analysis of tax policy changes, including EITC reforms and ITIN procedures.
· Develop microsimulation models to evaluate the impact of legislative proposals on social benefits.
· Provide expert guidance on economic implications and prepare detailed sections of the final research report.
5.1.3 Tax Policy Analyst
Qualifications: Over 10 years of experience in federal tax policy evaluation, with a deep understanding of IRS regulations and social benefits programs.
Responsibilities:
· Conduct thorough policy analysis on existing IRS programs, focusing on pain points and areas for improvement.
· Evaluate new structures for EITC.
· Analyze the demographics of taxpayers utilizing social benefits, with special attention to modern family structures and ITIN holders.
· Draft policy recommendations based on research findings and legislative analysis.
5.1.4 Data Scientist
Qualifications: Expertise in statistical modeling, data visualization, and data management, with a strong background in using tools such as R, Python, and SAS.
Responsibilities:
· Manage the collection, aggregation, and analysis of both TAS-provided and publicly available datasets.
· Apply advanced statistical techniques, including regression analysis and sensitivity analysis, to evaluate policy impacts.
· Ensure data integrity and compliance with IRS data security standards.
5.1.5 Technical Writer
Qualifications: Proven experience in drafting detailed research reports and government documents, with a strong understanding of tax policy.
Responsibilities:
· Compile research findings, analysis, and recommendations into comprehensive reports.
· Prepare executive summaries, policy briefs, and presentation decks for stakeholder review.
· Ensure clarity, accuracy, and compliance with IRS documentation standards.
Desired Outcome: A cohesive team with the necessary expertise to deliver high-quality analysis and recommendations, ensuring the project meets the Government’s objectives.
5.2 SKILLS REQUIREMENTS, TASK 8
The Contractor shall provide personnel with the following specialized skills and expertise:
· Tax Policy Analysis: Deep understanding of federal tax regulations, social benefit programs, and IRS procedures.
· Economic Modeling: Proficiency in using economic models to assess the impact of tax policies on social welfare.
· Data Analytics: Experience in analyzing taxpayer demographics including family structure, economic circumstances, as well as the effect of social benefit claims (particularly those administered through the tax code) on families.
· Detailed knowledge of IRS requirements for taxpayers and their families to obtain and maintain an ITIN.
· Data Security and Compliance: Adherence to IRS Publication 1075 and other Federal guidelines for handling sensitive taxpayer data.
Desired Outcome: Deployment of skilled personnel to ensure the successful execution of the project.
6.0 GOVERNMENT-FURNISHED PROPERTY (GFP)
Customers should list any anticipated property that will be furnished, by the government to the contractor for performance of a contract. Sample language provided below:
The Government will provide certain property and resources to the Contractor to facilitate the successful execution of the project. The Contractor is responsible for managing, safeguarding, and returning all Government-Furnished Property in accordance with FAR 52.245-1. The specific GFP items to be provided include:
6.1 Types of Government-Furnished Property
· Data Access: Access to IRS aggregate taxpayer data, which may include anonymized datasets relevant to social benefits claims, ITIN holder information, and EITC statistics.
6.2 Responsibilities of the Contractor
· The Contractor must acknowledge receipt of all GFP provided by the government within 5 business days of receipt.
· The Contractor shall maintain a detailed inventory of all GFP received and ensure its proper use solely for the purposes of this contract.
· The Contractor must report any damage, loss, or misuse of GFP to the COR within 24 hours of discovery.
Desired Outcome: Proper management of GFP to facilitate timely project execution without compromising data security or asset integrity.
Upon completion, all GFP must be returned to TAS in accordance with FAR 52.245-1.
7.0 GOVERNMENT-FURNISHED INFORMATION
To ensure the Contractor can perform the required tasks effectively, the government will provide relevant documentation, data, and access to SMEs. The Contractor must safeguard all Government-Furnished Information in accordance with IRS data security policies and ensure that it is used only for contract-related purposes.
7.1 Types of Government-Furnished Information
· Policy Documentation: Access to IRS policy documents, including current procedures for administering social benefits through the tax code, ITIN application processes, and EITC guidelines.
· Historical Data Reports: Previous research studies and analytical reports related to social benefits, ITIN impacts, EITC distribution, and improper payment rates.
· Legal and Regulatory Guidelines: IRS publications, such as IRS Publication 1075 (Tax Information Security Guidelines for Federal, State, and Local Agencies), to ensure compliance with data protection requirements.
· Stakeholder Analysis: Access to TAS internal reports detailing pain points in the current administration of social benefits, demographics of affected taxpayers, and areas of interest for policy reform.
· Access to Subject Matter Experts: The Government will facilitate periodic consultations with IRS and TAS experts to provide insights on tax policies, operational challenges, and data interpretation.
7.2 Information Access and Security Requirements
· The Contractor shall ensure all GFI is accessed through secure means, such as IRS virtual private networks (VPNs) or encrypted email channels.
· The Contractor must sign non-disclosure agreements (NDAs) for all personnel accessing sensitive IRS information.
· The Contractor shall implement data protection measures, including access controls and encryption, to prevent unauthorized use or disclosure of GFI.
· All GFI must be returned or destroyed (as directed by the COR) upon project completion or contract termination.
Desired Outcome: Effective utilization of Government-Furnished Information to enhance the accuracy and comprehensiveness of research findings while maintaining compliance with IRS security protocols.
Upon completion, disposition of GFP shall be in accordance with FAR 52.245-5.
8.0 TRAVEL
Not Applicable
9.0 ACCESS TO GOVERNMENT PROPERTY AND FACILITIES
Access to IRS or IRS facilities is not needed. Not Applicable
10.0 INSPECTION AND ACCEPTANCE
10.1 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.
10.2 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.
10.3 ACCEPTANCE OF DELIVERABLES
a) 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 15 calendar days from receipt of the deliverable or as otherwise specified in each award.
b) 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 properly and consistently incorporate the comments in the final product.
c) 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.
10.4 ACCEPTANCE OF WORK PRODUCTS
After the Government's technical review of work products, the Government may identify technical issues needing correction so that they are accurate and complete. Incorrect technical information in work products could cause potential problems that would occur through the use of that information. In such situations, the PM will identify the technical issues that need correction, and upon the CO’s approval, the COR will communicate that information to the Contractor.
If the Government requests the Contractor to make technical corrections to a work product, the Contractor may charge the costs connected with making those corrections to the Line Item that the work products were delivered under - as long as sufficient funds remain in the contract. Unless requested to do so, the Government does not want the Contractor to spend additional funds for correction of the information in the noted work product, but the Contractor shall ensure correction of that information if used in a future work product.
11.0 DELIVERIES OR PERFORMANCE
11.1 PERIOD OF PERFORMANCE
The period of performance for any resultant award will include a 12-month base period and four (4) 12-month option periods. The Contractor shall adhere to the following estimated schedule, ensuring flexibility to accommodate any project adjustments as needed:
| PROJECT PHASE |
| ESTIMATED DURATION |
| Project Kickoff & Data Planning |
| 1 month |
| Data Collection & Preliminary Analysis |
| 3-4 months |
| Economic & Statistical Analysis |
| 2-3 months |
| Report Drafting & Review |
| 2 months |
| Final Report Submission & Presentation |
| 1 month |
Assumptions:
· Timely access to TAS-provided data.
· No delays in stakeholder feedback cycles.
· Flexibility in adjusting timelines for additional project requirements.
Desired Outcome: Completion of all project phases within the designated timeframe, leading to a high-quality final report.
11.2 PLACE OF PERFORMANCE
Not Applicable
11.3 DELIVERABLES
Unless otherwise requested in writing by the COR, deliverables/work products shall be produced using Microsoft Office 2016 or later Professional products and delivered in accordance with the deliverable schedule (See 5.0). If it is required that deliverable(s) be submitted in media storage form, all devices must be scanned and certified as virus free.
11.3.1 DELIVERY SCHEDULE
The deliverables/work products and schedules that are required for this Task Order are as follows:
Task 1: PROJECT MANAGEMENT SUPPORT
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.1 Task 1 |
| Kickoff meeting |
| 5 days after Task Award |
Task 1: PROJECT MANAGEMENT SUPPORT
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.1 Task 1 |
| Project Plan |
| 30 days after project award |
Task 1: PROJECT MANAGEMENT SUPPORT
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.1 Task 1 |
| Status Updates and Deliverable Reviews |
| Weekly and bi-weekly |
Task 2: DATA COLLECTION & AGGREGATION
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.2 Task 2 |
| Data collection and aggregation plan. |
| TBD days after project award |
Task 2: DATA COLLECTION & AGGREGATION
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.2 Task 2 |
| Data transfer compliance report. |
| TBD |
Task 3: ECONOMIC & STATISTICAL ANALYSIS
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.3 Task 3 |
| Draft analysis report within 60 days of project initiation. |
| TBD |
Task 3: ECONOMIC & STATISTICAL ANALYSIS
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.3 Task 3 |
| Final comprehensive research report with TAS input. |
| TBD |
Task 4: POLICY RECOMMENDATIONS
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.4 Task 4 |
| Policy recommendation report. |
| TBD |
Task 4: POLICY RECOMMENDATIONS
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.4 Task 4 |
| Presentation deck for TAS leadership. |
| TBD |
Task 5: KNOWLEDGE TRANSFER AND TRAINING
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.5 Task 5 |
| Knowledge transfer plan. |
| TBD |
Task 5: KNOWLEDGE TRANSFER AND TRAINING
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.5 Task 5 |
| Training materials and workshops.. |
| TBD |
Task 5: KNOWLEDGE TRANSFER AND TRAINING
| Deliverable ID |
| Deliverable |
| Due Date |
| 3.5 Task 5 |
| Final presentation to stakeholders |
| TBD |
Desired Outcome: On-time delivery of all contract deliverables, ensuring comprehensive analysis and actionable recommendations for TAS.
12.0 AWARD ADMINISTRATION DATA
12.1 IDENTIFICATION OF GOVERNMENT PERSONNEL
The CO will have the overall responsibility for administering the contract. The CO is the only authorized individual to take action on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirements, specifications, 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 take action 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):
TBD
Internal Revenue Service/Procurement/ Phone:
Email:
The 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
· 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):
Margie Stamp Internal Revenue Service/ Phone: 202-317-4323 Email: margie.stamp@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:
Internal Revenue Service/ Phone:
Email:
13.0 SPECIAL REQUIREMENTS
13.1 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. The Contractor shall submit the name and resume of the Contractor employee proposed in each Key Position.
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 60 days in advance. In the event of a sudden change in key personnel (e.g. death, incapacitation, immediate termination, etc.), the contractor shall provide written notice to the CO within 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 10 calendar days of notification of a substitution.
| Key Position |
| Labor Category |
| i.e. Project Manager |
| Leave this column blank |
i.e. Senior Economist i.e. Tax Policy Analyst i.e. Data Scientist i.e. Technical Writer
The Contractor shall submit the resumes (certified by their respective manger) of the contractor employee(s) that will fill the position(s) identified in the table above.
All proposed Key Personnel must submit a Letter of Commitment for this requirement.
13.2 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, administrative closings, or similar government-directed facility closings. If such occurs (other than Federal holidays), alternate work locations should be used for any staff working at a government facility in order to maintain uninterrupted support. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the government facility is not closed for the above reasons.
A standard workweek is defined as forty (40) hours of productive labor. Should performance outside of the standard workweek become necessary for non-Firm Fixed Price (FFP) Contract Line-Item Number (CLIN), the Contractor shall notify the CO, COR and PM at least 3 workdays in advance or as soon as the need arrives. Approval must be granted in writing, by at least the PM and COR, before the Contractor performs any OT for non-FFP CLINs. The request must specify the estimated number of hours, the personnel working, a description of the tasks to be performed, and a reason why the work cannot be done in a standard work week.
14.0 SECURITY
Not Applicable.
PERFORMANCE AT GOVERNMENT SITES
IDENTIFICATION/ BADGES
PERSONNEL REMOVAL AND REPLACEMENT
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. § 87794(d)).
For every EIT product or service accepted under this contract by the Government that does not comply with (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.”
List of Attachments
Attachment 3 RFI Response Template
File details come from the government source that posted it. Updated .