Acquisition Planning and Management Support - Performance Work Statement Posted.pdf

Performance Work Statement (PWS)

For

Acquisition Planning and Management Support (AP&MS) Services

1.0 INTRODUCTION AND BACKGROUND

The CCSD Division have support needs in the broad functional area of Acquisition Planning and Management Support (AP&MS) services. In providing support in this area, the Contractor shall provide support for all phases of the acquisition planning and management lifecycles to include planning, requirements definition, solicitation and Federal Notice development, evaluation, award, post-award management, contract and grant award closeout, and other administrative support.

The contractor shall, under guidance, provide advice and assistance to functional technical experts on acquisition and planning related matters. The contractor shall assist with the development of writing performance criteria and requirements. The contractor shall perform and/or evaluate market research and trends, conditions, and technological advances as they apply to the program. The contractor shall coordinate and work with the technical experts and the contracting office to ensure project milestones are reflected in contractual documents and project plans. The contractor shall assist with planning, preparing, and maintaining of acquisition plans and program office acquisition administration functions to include program control and tracking. The contractor shall provide acquisition planning and management support and executes the full-life cycle acquisition requirement.

2.0 Task/Operation Support (FFP)

2.1 Acquisition Planning. The Contractor shall assist in performing acquisition planning services to include the following:

o Develop acquisition plans and procurement milestone schedules;

o Perform market research activities (e.g., exchanges with industry, sources sought, Request for

Information (RFI), Draft Request for Proposals (DRFP), and Industry Day);

o Prepare procurement packages, including preparation and review of requirements documentation (e.g., Statements of Work (SOWs), Statements of Objectives (SOOs), Statement of Need (SON), Performance Work Statement (PWS)), market research documentation , independent government cost estimates (IGCEs), assist in drafting evaluation factors, applicable pre-award determinations and findings, and applicable pre-award clearances and reviews (e.g., Small Business Set-Aside Review and Information Technology Checklist);

o Use the IRS system Suite, or any potential successor system, for development of requisition/shopping cart documents;

o Provide recommendations concerning the selection of contract type and method of acquisition;

o Prepare and assist with the preparation of Justifications for Other-Than-Full-and-Open-

Competition (JOFOCs);

o Prepare or assist with the preparation of Determinations and Findings;

o Draft or assist in drafting and issuing applicable pre-award synopses;

o Present or assist in presenting acquisition planning documentation for higher level reviews and approvals;

o Use applicable acquisition systems in support of planning;

o Maintain pre-award files and documentation in accordance with applicable statute, regulation, and policy; and o Attend meetings with clients and customers within IRS facilities or virtual.

2.2 Solicitation. The Contractor shall support the drafting, issuance, and amendment of solicitations - Request for Quotations (RFQs), Request for Proposals (RFPs), and Invitation for Bids (IFBs) to include the following:

o Support the drafting of solicitation requirements and solicitation-related documents for

Government review;

o Present or assist in preparation of solicitation requirements and documentation for higher level reviews and approvals;

o Assist in preparing solicitation and solicitation-related documents for posting to the appropriate location (e.g., SharePoint or other repository system.);

o Prepare or assist in preparing solicitation amendments for Government review and assist in posting solicitation amendment documentation to the appropriate location;

o Receive or assist in collecting quotes, proposals, offers or bids, including recording and compliance review; and o Support the maintenance of solicitation files and related documentation in accordance with applicable statute, regulation, and policy.

2.3 Evaluation. The Contractor shall assist in performing evaluation of quotes, proposals, offers, and bids to include the following:

o Support documenting technical reviews and evaluations;

o Gathering data and information for past performance evaluations;

o Support price analysis and cost analysis activities for Government review and approval;

o Draft and document evaluation reports for Government review and approval;

o Assist in pre-award reviews and surveys (e.g., on-site survey and audits);

o Assist in developing and documenting the price negotiation memorandum, the pre-negotiation memorandum (if applicable), the competitive range determination (if applicable), the post-negotiation memorandum (if applicable), and the source selection decision (if applicable) for higher level Government approval;

o Support the Government in conducting negotiations and discussions;

o Assist in presenting evaluation documentation for higher level reviews and approvals;

o Prepare or assist in preparing responses to pre-award protests for higher level review;

o The Contractor shall assist in preparing required pre-award notifications;

o Assist in pre-award debriefings;

o Maintain evaluation files and documentation in accordance with applicable statutes, regulation, and policies; and

2.4 Award. The Contractor shall support contract award functions to include the following:

o Assist in the development of award documents for Government review;

o The Contractor shall assist in presenting award documentation for higher level reviews and approvals;

o The Contractor shall assist in preparing required award, and post-award notifications and debriefings;

o The Contractor shall assist in preparing responses to post-award protests for higher level review; and o The Contractor shall maintain award files and documentation in accordance with applicable statute, regulation, and policy.

2.5 Post-Award. The Contractor shall support post-award contract management and contract closeout functions to include the following:

o The Contractor shall support post-award conferences;

o The Contractor shall assist in preparing documentation to support Notice to Proceed letters;

o The Contractor shall assist in invoice review, processing, and tracking;

o The Contractor shall assist in preparing responses to claims, ratifications, FOIAs, cure notices, and appeals;

o Audit Analysis o The Contractor shall support preparation and file documentation for contract modifications;

o Upon contract completion, the Contractor shall support preparation of the contract for closeout and prepare closeout documentation for Government review; and o The Contractor shall maintain post-award files and documentation in accordance with applicable statute, regulation, and policy.

In performing the above tasks/subtasks, the contractor must have expertise in Microsoft Office 365 Suite to include but limited to: Excel, Word, PowerPoint, SharePoint, Project, and Teams

3.0 Program/Project Management/Subject Matter Expert Services (FFP) CCSD has support needs in the functional area of program management and subject matter expert services. This resource will serve as a technical manager, and the contractor’s authorized technical interface with the Contracting Officer Representative (COR), Government Personnel, and customer agency representatives. Responsible for providing technical and managerial leadership to contractor staff and program office in specialized area of technology and for overall task performance.

Experience to perform functional requirements are demonstrated by the examples below. This list, though not inclusive, includes, but is not limited to, the following:

o Lead the application of analytical techniques and help define project objectives and strategic direction;

o Provide leadership, management oversight and vision to client and its project teams around the methodology and resolves problems;

o Identify technological and business strengths, establish data systems that leverage and capitalize on the knowledge of employees to improve business processes;

o Develop alternatives for validating business process improvements, monitors progress;

o Develop and maintain Operation Report;

o shall support tasks related to the acquisition mission of the CCSD, or any customer of CCSD;

o Assist with leading and developing plans for project teams or other groups in accomplishing defined projects/studies;

o Evaluate and advise on organization, methods, and procedures;

o Provide assistance in analyzing management information requirements;

o Assist in monitoring the execution of major programs requiring inter-staff coordination for successful attainment of CCSD’s objectives;

o Assist with the budget planning, formulation, analyze budget data by providing PivotTables and execution activities for CCSD;

o Assist in the efforts for the budget presentation to include creating PivotTables, through the review, discuss and enactment phase of the budget process;

o Provide expert advice and recommendations concerning the costs and benefits of proposed actions to include PivotTables to analyze data;

o Assist in leading staff to develop and manage position control systems that are used to provide timely information regarding the costs of CCSD programs, and serve as an advisor regarding the cost of CCSD programs; and o Provide other related technical and administrative services.

In performing the above tasks/subtasks, the contractor must have expertise in Microsoft Office 365 Suite to include but limited to: Excel, Word, PowerPoint, SharePoint, Project, and Teams

4.0 Operation Report. The Contractor shall track task and provide status of procurement task. A written monthly operation report outlining the contractor’s efforts during the preceding one-month period and detailing task and deliverables completed during that period is due to the COR no later than 11:00 am the first Monday of each month. The operation report shall discuss purchase requests assigned, contract actions completed, contract file audits (peer review), and other work in progress not captured above.

5.0 Orientation Briefing

Within fourteen (14) calendar days of task order award, the contractor shall conduct an orientation briefing for the Government. The intent of the briefing is to initiate the communication process between the Government and contractor by introducing key task order participants, explaining roles and responsibilities, reviewing communication ground rules, and assuring a common understanding of task order requirements and objectives. The contractor shall provide meeting minutes from the briefing to the Government.

The orientation briefing shall be held virtually (unless otherwise instructed) 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 will show the applicable facilities to the contractor if the contractor will be performing work on the Government's site.

3. The Government may provide any Government Furnished Property (GFP) to the contractor at this time.

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

Contractor will provide orientation briefing minutes to the CO and COR within five (5) business days of the meeting.

6.0 Transition-In Plan

The Contractor shall provide a Transition-In Plan before the Orientation Briefing, the plan shall facilitate the accomplishment of a seamless transition from the incumbent Contractor (if applicable). The Contractor shall identify how it will coordinate with the incumbent Contractor and Government personnel to transfer knowledge regarding the following:

o Points of contact o Status of ongoing requirements o Schedules and milestones o Actions required of the Government

The Contractor shall also establish and maintain effective communication with the incumbent Contractor and Government personnel for the period of the transition via weekly status meetings per the COR’s direction.

Incumbent employees may be interviewed for possible employment by the incoming Contractor; and will have the first right of refusal. The Contractor can meet and coordinate with the CO and COR for input on incumbent Contractor personnel; however, all hiring decisions is ultimately up to the Contractor.

7.0 Transition-Out Plan

The Contractor shall provide a Transition-Out Plan. The plan shall facilitate the accomplishment of a seamless transition from the incumbent to the incoming Contractor (if applicable). In addition, the Contractor shall continue to accomplish all tasks as outlined in the contract during this period. The Contractor shall identify how it will coordinate with the incoming Contractor and Government personnel to transfer knowledge regarding the following:

o Points of contact o Status of ongoing requirements o Schedules and milestones o Actions required of the Government o Coordination of IT related programs, issues

The Contractor shall also establish and maintain effective communication with the incoming Contractor and Government personnel for the period of the transition via weekly status meetings.

Contractor employees under this contract may be interviewed for possible employment by a succeeding Contractor as those personnel shall have the first right of refusal. The Contractor shall make every effort to release any employee who chooses to be employed by a succeeding Contractor.

The Contractor shall assist by orienting assigned employees of the succeeding Contractor during the last 30 days of the period of this contract, if so, directed by the Contracting Officer.

8.0 Contractor Personnel Vacancies

Any position vacancies shall not exceed fourteen (14) calendar days. Any vacancies beyond the 14-calendar days period shall result in a price reduction covering the total accrued hourly price of the positions for the two (2) week vacancy and every day thereafter. The price reduction shall be calculated by the contractor and reflected in subsequent monthly invoices until the position can be filled. Any open staff positions shall not exceed fourteen (14) calendar days.

9.0 Surge Hours-Optional.

The contractor may only work overtime when specifically authorized in advance, in writing to the COR. No additional hours may be worked without express written authorization of each hour worked.

Labor rates for overtime hours will not change from the standard labor rates applied to the order for regular hours worked. Authorized overtime shall be billed to a separate, Not to Exceed (NTE) labor CLIN entitled Surge Labor.

9.1 Surge Staffing–Optional

The Government may determine that an increased quantity of support is required for the task areas defined in the PWS. Surge support will be provided at the same labor rates for the labor categories applied to the order. Surge support is OPTIONAL and is not a guarantee, Surge support over the life of the contract will not exceed 25% of the contractor’s total proposed cost/price for the base period and all option periods, excluding the six-month extension of services pursuant to FAR 217-8. If the Government determines that an increased quantity of support is required, the Government reserves the right to exercise this CLIN unilaterally.

10.0 Contract Start-Up/On-Boarding (LH)

Work under this PWS may require a ramp-up 30-day period at the initial start of the period of performance for the Contractor to recruit and hire personnel specifically for this PWS. The contract start-up activities will be the basis of how we will provide administrative oversight to this contract and shall be performed on a labor hour basis. The contractor shall provide a point of contact (POC) that will be assigned to work with the COR for the on-boarding process, on day one of the award.

o While the MBI paperwork is being processed, the vendor shall provide support during this period, while key personnel and other required personnel submit the proper paperwork. If vendor key personnel already have IRS clearance approval, monthly payments will not be affected. The work expecting to be performed is as follows; o The contractor shall complete mandatory training within the first 30 days of coming on-board.

o The Contractor shall work with the Government to draft payment schedule, deliverables official start and end dates, other administrative documents as needed.

o The contractor shall develop a government furnished document and provide to the COR which includes: MBI requests, Badge numbers, laptop serial numbers, parking requests, assigned seating locations, training status, and elevates AIRs (actions, issues risks).

11.0 Staff-Like Access Definition and Requirements

Only those contractors/subcontractors who require staff-like access to IRS systems, data, or facilities will follow the outlined process below. Those whose access is infrequent, or will not need staff-like access, and will be 100% escorted while in IRS space, will be managed by the Contracting Officer’s Representative (COR). Escort access is only permitted for infrequent 16 access to IRS facilities and is NOT permitted if subjects require sensitive but unclassified (SBU) data access or systems access.

Contractors/subcontractors are not permitted to have “staff-like access” to IRS facilities, systems, or SBU data until they are determined to be both eligible and suitable to perform work as an IRS contractor by IRS Personnel Security (PS). Each contractor/subcontractor assigned to work under an IRS contract shall undergo investigative processing commensurate with the risk level designation associated with the work to be performed, and comparable to that required for Federal employees who occupy the same positions and who have the same position sensitivity designation.

11.1 “Staff-like Access” is authority granted to perform one or more of the following:

o Enter IRS facilities or space (owned or leased) unescorted (when properly badged);

o Possess login credentials to information systems (IRS or Vendor-owned systems that store, collect, and /or process IRS information);

o Possess physical and/or logical access to (including the opportunity to see, read, transcribe, and/or interpret) Sensitive but Unclassified (SBU) data, wherever the location; (See IRM

10.5.1 for examples of SBU data);

o Possess physical access to (including the opportunity to see, read, transcribe, and/or interpret) security items and products (e.g., items that must be stored in a locked container, security container, or a secure room, wherever the location. These items include, but are not limited to security devices/records, computer equipment, Identification media. For details and further security requirements, see IRM 1.4.6.5.1, Minimum Protection Standards); or, o Enter physical areas, wherever the location, that store/process SBU information (unescorted).

Staff-Like Access is granted to an individual who is not an IRS employee (and includes, but is not limited to: contractors/subcontractors, whether procured by IRS or another federal agency, Vendors, delivery persons, experts, consultants, paid/unpaid interns, other federal employees, cleaning/maintenance employees, etc.), and is approved upon required completion of a favorable suitability/fitness determination conducted by IRS Personnel Security.

12.0 Eligibility Requirements

Contractors must be eligible for IRS contract employment prior to submitting investigative forms/documentation used to determine their suitability. The vendor must communicate the eligibility requirements to their employees up front and state that only employees who meet the eligibility requirements should apply for IRS contract employment.

Contractor employees shall be federal tax compliant and must remain compliant while working on an IRS contract. Tax compliance will be determined by a check of the contractor employee’s federal tax accounts by trained IRS employees, to ensure that the contractor employees are not currently delinquent on their federal tax obligations.

Contractor employees shall be U.S. citizens or Lawful Permanent Residents (LPR), based on their designated risk level. For foreign-born subjects requiring staff-like access, they shall provide their Alien Registration number, full name, and date of birth.

a. If designated as low risk, contractors must be U.S. citizens or LPRs;

b. If designated as moderate risk, contractors must be U.S. citizens, or LPRs with a minimum of three consecutive years of U.S. residency from the date of legal entry as an LPR;

c. If designated as high risk, contractors must be U.S. Citizens.

Male contractors born after December 31, 1959, must be registered with Selective Service. If they are not registered, or are exempt from the requirement, they must provide a Status Information Letter from Selective Service.

Selective Service Registration Documentation – all male contractors/subcontractors requiring staff-like access who are born after 12/31/1959 must be registered with Selective Service (SS).

Registration can be verified at the SS website at www.sss.gov.

12.1 Requirements include:

1. If the subject is properly registered, he must provide an official letter of verification from the SS website to the IRS. Letters can be printed/saved from the SS website upon verification of registration;

2. If the subject is foreign-born, the subject must contact the Selective Service (SS) Office and obtain the following to provide to the IRS: a. a letter from SS stating the subject was not required to register; or,

b. a letter from SS stating the subject was required to register, but it’s too late. The subject must also provide a written explanation as to why his non-registration was not knowing and willful.

3. If the subject is a US Citizen and was required to register but is not registered, the subject must provide a written explanation as to why his non-registration was not knowing and willful and provide it to the IRS.

13.0 Suitability Screening Requirements

Once deemed eligible, contractors will be screened for suitability or fitness for duty based on their backgrounds. This process begins with timely submission of required investigative forms. The vendor shall assign a Vendor point of contact (POC) to manage this process.

Contractors/subcontractors needing staff-like access are not permitted to begin work on the contract until the required forms and documentation have been completed and properly submitted to PS (incomplete/inaccurate forms will be rejected by PS); and PS has granted, at a minimum, interim staff-like access approval to the contractor/subcontractor. Only those needing staff-like access are required to submit the forms.

14.0 Investigative Forms/Documentation

The COR and vendor will work together to determine risk levels for each unique position type required by the contract as prescribed by PS, prior to or concurrent with submission of investigative forms.

Once the contract is entered into the tracking systems, the IRS will send the assigned Vendor POC an e-mail that will include the current investigative forms for all investigative processes, general guidance for completing documents, and instructions for properly submitting the completed documents. In addition, the Vendor POC e-mail will include instructions for what selective service registration and citizenship documentation is required from each applicant needing staff-like access.

The e-mail will include the following forms, due within 10 business days of receipt (if IRS approval is required to confirm the qualifications of proposed contractor personnel, i.e. key personnel, documents must be submitted within 10 business days of receipt of this approval).

1. Risk Assessment Checklist (RAC) (this form provides PS with all required personal information about each contractor employee requiring staff-like access);

2. Master Survey / Position Designation Tool – This questionnaire asks the vendor POC and COR to identify the duties the subjects will be performing for IRS in order to determine risk level for the position. A separate risk assessment must be completed for each position type on the contract (i.e., Systems Administrator, Programmer, Clerk Typist, etc.).

3. Optional Form 306 (OF-306), Declaration for Federal Employment (investigative form used by PS to aid in determining subject’s eligibility and suitability for staff-like access);

4. Non-Disclosure Agreement (all contractors who will have staff-like access to Sensitive But Unclassified (SBU) information are required to complete an agreement);

5. Form 13340, Information Provided Concerning the Disclosure and Authorization Pertaining to Consumer Reports pursuant to the Fair Credit Reporting Act (FCRA) (provides consent for PS to check subject’s financial history); and,

6. Notice 1379, Tax Check Notice (provides subject with notification of IRS’ intent to check federal tax compliance).

15.0 Fingerprinting and e-QIP

Following submission of the required investigative forms, the Vendor POC must ensure the following: All individuals listed on the RAC are fingerprinted within 5 business days after sponsorship in USAccess. If an individual is not able to make an appointment within this timeframe, the vendor will provide documentation to the IRS that an appointment was not available and provide the date of the scheduled appointment. Note to Vendor POC: Sometimes the USAccess email ends up in the contractor employees Spam or Junk Mail and may go unnoticed by the contractor employee. The Vendor POC should remind the contract employee to search their Spam or Junk Mail folders shortly after the RAC is submitted for the USAccess email.

Contractor/subcontractor employees who are invited by PS to complete additional investigative forms in the Electronic Questionnaires for Investigations Processing (e-QIP) system must complete and release the forms in the e-QIP system within 7 calendar days of receipt of invitation.

16.0 Submission Requirements

Submitting a contractor package with missing or incorrect information will delay the on-boarding process. PS will not start the background investigation process until all required documentation is submitted complete and accurate. The Government will reject forms that are incomplete, illegible, inaccurate, and contradict other forms in the package.

The contractor is required to complete timely recruitment and ensure an adequate number of contractor staff are hired, have interim clearance, complete mandatory security training modules, and are ready to perform the tasks outline in the PWS. Contractor staff not deemed ready to perform will not be billable to the IRS.

The Vendor POC will send all the required forms by their associated due dates via encrypted e-mail or file transfer to the IRS.

17.0 Contractor Employee Training Requirements

Security Awareness Training is a requirement for IRS contractors (including subcontractors) to be completed within 10 business days of receiving approval of interim staff-like access to any IRS contract and annually thereafter. Contractor must complete the required contractor security training;

Security Awareness Training (SAT) Form 14616 and UNAX Form 11370.

18.0 Contractor Employee Separation Contract Requirements

Contract employee separation occurs when a contractor employee is deceased, leaves for another contract/task order, the current contract expires, quits his/her job with the vendor company, cycles off IRS contracts within the vendor company, is removed for the good of the government, or is on extended absence due to military duty, pregnancy, illness, etc. The vendor POC is responsible for notifying PS and the COR within one business day of a contractor separating. This notification may be made at any time prior to the actual separation, but no later than one business day of leaving. If the contractor works on multiple contracts/task orders, notification can be combined, and the COR for each affected contract/task order shall be included on the joint notification.

When separating from the contract, the contractor employee is responsible for securing and returning the following to the COR on or before his/her last day of work on the contract, to include but not limited to:

o IRS-issued badge and/or proxy card o IRS keys o IRS- issued laptops o IRS furnished documents o IRS passports o Any and all IRS data o Any other items furnished or identified by the IRS o Any other items or materials issued by the Agency for the contract

The return of the items is part of the contract, and the IRS will not pay for contractor time to return any of the above listed items.

19.0 PERFORMANCE MANAGEMENT

19.1 Monthly Status Reports

The Contractor shall establish, implement, and maintain management control systems required to plan, organize, direct, and control order activities. The Contractor’s management system should track the status of all the order from planning to completion, and record projected, and actual resources expended. This data shall be presented in the Monthly Status Reports (MSR), provided electronically, and distributed to the Government’s CO and COR. The MSR shall focus on contractual items, such as performance, personnel, schedules, and recap all problems, issues, concerns, and actions taken over the report period. Additional items addressed shall include:

o Overall status of services and capabilities o Status of Task Order including number of positions sought vs. filled o Turnover/Onboarding/Off boarding updates o Schedule for new activities o Existing and potential problem areas and proposed resolution and timelines o Proposed recommendations for improvements/enhancements to service, capabilities, management procedures as appropriate

The Contractor shall provide the Monthly Status Reports no later than the 7th day of each succeeding month, commencing no later than 30 days after contract award.

19.2 Quarterly In-Process/Status Reviews (IPRs)

The Contractor shall organize and present quarterly IPRs virtually (unless otherwise instructed).

The objectives of these reviews are to track project progress, identify and resolve issues, and identify project risks and mitigation strategies. The Contractor shall submit to the COR an "Action Item Report" 15 days after the meeting has taken place that documents what was agreed to by the Government and Contractor and what the Contractor is doing to resolve outstanding issues, all of which would not impact the contract price or costs, schedule or terms and conditions of the contract.

The Contractor shall present the following at each review:

o Review of all open items and issues.

o Status of each outstanding Task.

o Data collected from continuous evaluation of the work performed using benchmarks and metrics designed to improve its quality, user-satisfaction, and cost effectiveness, including information on "lessons learned" and best practices.

o Self-assessment of their performance against the performance measures identified below to include the methods, metrics and data used.

o Contractor recommendation to the Government on changes to the contract for improving the overall quality of services, to include implementation plans, schedules, savings, avoidances, benefits, and impacts associated with the recommendation(s).

o Current list of Government property possessed by Contractor personnel.

20.0 Quality Control

20.1 Quality Assurance

The Government shall rely on the Contractor’s existing quality assurance system as the method to ensure that the requirements of the contract and performance thresholds are met; however, the Government reserves the right to monitor and evaluate the quality of services provided and compliance with the contract terms and conditions at any time.

20.2 Quality Control Plan (QCP)

The Contractor shall develop and maintain an effective quality control program, including but not limited to a written Quality Control Plan, to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is to ensure that the work performed under the contract complies with the requirement of the contract. At a minimum, the Contractor shall develop written quality control procedures that address the areas identified in the PWS and Quality Assurance Plan. The Quality Control Plan shall be submitted within 30 days after contract award. Once the Quality Control Plan has been approved by the COR and CO in writing, changes to the Quality Control Plan can only be made after coordination with and written approval of the COR and CO.

20.3 Resource Roster Report (RRR)

The Contractor shall deliver a Resource Roster Report containing a complete listing of each contractor employee working under the contract. The RRR shall contain the following information: contractor name, employee’s name, labor category, start date, expected end date, number of hours billed, and employee work location by office.

20.4 Non-Disclosure Agreements

To ensure the integrity of Government contracting and IRS Procurement operations, all contractor personnel shall execute a Non-Disclosure Agreement before work on the contract.

20.5 Performance at Government Sites

The contractor shall abide by Department of the Treasury Directive (TD) 71-10 regarding provisions for authorized entrance and exit at these facilities.

20.6 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 reassign or remove any contractor for any reason at any time. The contractor shall agree to reassign or remove the person no later than one day of official notification by the government and provide a replacement within five days. New hires or substitutions of personnel are subject government approval and to the contractor clearance requirement.

20.7 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 contract shall comply with the Electronic and Information Technology (EIT) Accessibility Standards (29 U.S.C. § 794(d)) this includes all task/delivery orders and product support services furnished in the performance of this contract.

For every EIT product or service accepted under this contract by the Government that does not comply with (29 U.S.C. § 794(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.”

Deliverable Format Deliver To Due Date

Operation Report

(PWS 4.0)

Microsoft Word Electronic Copy

COR 1st Monday of each month

Orientation Briefing Minutes (PWS 5.0)

Microsoft PowerPoint Electronic Copy

CO and COR 5 workdays after meeting

Transition-In Plan (if applicable) (PWS 6.0)

Microsoft Electronic Copy

COR before the Orientation Briefing

Transition-Out Plan (if applicable) (PWS 7.0)

Microsoft Electronic Copy

COR By end of Option Year 3

Monthly Status Report

(PWS 19.1)

Microsoft Word Electric Copy

COR 7th calendar day of each month

Quarterly IPR, Action Item Report (PWS 19.2)

Microsoft Word Electronic Copy

COR 15 days after meeting

Quality Control Plan

(QCP) (PWS 20.2)

Microsoft Word Electronic Copy

CO and COR 30 calendar days after award

Resource Roster Report

(RRR) (PWS 20.3)

Microsoft Excel Electronic Copy

CO and COR Monthly by the 15th of the month beginning no later than 30 days after contract award

21.0 GOVERNMENT FURNISHED MATERIALS AND FACILITIES

Facilities, Supplies and Services: Work performed at Government provided facilities in primary (but not limited to) the Washington DC metropolitan areas. Basic facilities such as workspace and its associated operating requirements will be provided while working in Government facilities.

21.1 Government-Furnished Property (GFP)

GFP (to include material, equipment, and/or information) may be provided in the performance of this task order. The following GFP will be provided to the contractor:

ITEMS QUANTITY

Contractor Identification Badge TBD Contractor Building Access/Proximity Card TBD Laptop Computer with Local Area Network Access TBD Office Space (Desk, Chair, Standard Office Equipment) TBD Microsoft: Word, Excel, PowerPoint, Project Access TBD Telephone With VMS TBD

At the end of this task order, disposition of GFP shall be in accordance with FAR 52.245.1.

21.2 Information

The Government will provide information, material and forms unique to the Government for supporting each Task. All Government unique information related to this requirement, which is necessary for Contractor performance, will be made available to the Contractor. The COR will be the point of contact for identification of any required information to be supplied by the Government.

21.3 Reporting

The Contractor shall prepare and maintain a report identifying and listing all equipment, tools, etc., provided by the Government for use by the Contractor in the performance of contracted effort, and for which the Contractor has been given physical custody. This report shall be included in the MSR.

22.0 OPERATING HOURS, GOVERNMENT CLOSURES, AND TELEWORK

22.1 Hours

The contractor shall work 8-hours per day, Monday thru Friday (less Federal Holiday). The IRS reserves the right to increase/decrease these hours as needed. ALL overtime must be authorized in writing, in advance, and shall be invoiced under the “Surge Labor” line item.

22.2 Holidays

Unless required under the terms of the contract or authorized by the CO, the Contractor shall not work at any Government facility, nor should any deliveries under this contract be made to any Government facility, on any of the following holidays:

- New Year’s Day – 1 January

- Martin Luther King, Jr.’s Birthday – 3rd Monday in January

- President’s Day – 3rd Monday in February

- Memorial Day – Last Monday in May

- Juneteenth Day – 19 June

- Independence Day – 4 July

- Labor Day – 1st Monday in September

- Columbus Day – 2nd Monday in October

- Veteran’s Day – 11 November

- Thanksgiving Day – 4th Thursday in November

- Christmas Day – 25 December

Any other day designated by Federal Statute, Executive Order or a Presidential proclamation.

When a holiday falls on a Sunday, the following Monday will be observed as a legal holiday.

When a holiday falls on a Saturday, the preceding Friday is observed as a holiday by U.S.

Government agencies. The amounts in schedule of the contract include an allowance for holidays to be observed. The Government will not be billed for such holidays, except when services are required by the Government and are performed on a holiday.

When the Government grants administrative leave to Government employees, or is closed as a result of inclement weather, potentially hazardous conditions, or other special circumstances, Contractor personnel working at the specific facility/location shall work at alternate site or designated telework location.

22.3 Telework

Telework. Telework 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 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.

22.4 End of Fiscal Year (EOFY)

To ensure all requirements for the fiscal year are obligated, the Government does not authorize leave time during the month of September. The Contractor shall make efforts to minimize leave during the month of September, but if leave is granted during this time the Contractor shall coordinate with the COR and establish a mitigation plan to ensure tasks are covered during this critical time.

23.0 PERIOD AND PLACE OF PERFORMANCE

23.1 Period of Performance

The period of performance for this contract will be one (1) year from time of award for a twelve-month Base Period with four (4), twelve-month Option Period.

23.2 Places of Performance

The contractor shall perform (but not limited to) at the IRS following locations:

o Metro DC area - Lanham, MD, Washington, DC o Metro Atlanta area – Chamblee, GA

23.3 The labor will be performed at: ____Government Site(s) ____Contractor(s) X Mix of Both

24.0 KEY PERSONNEL

All proposed personnel are considered key personnel. The contractor shall submit the name and resume of the Contractor employee proposed in each position under this contract.

The contractor shall minimize the effect and impact to the organization by strategically managing contractor personnel turnover to the greatest extent practical.

All requests for approval of substitutions of key personnel under this contract must be in writing and provide a detailed explanation of the circumstances necessitating the proposed substitutions.

They must contain a complete resume for the proposed substitute, and any other information requested by the CO to approve or disapproved the proposed substitution. All substitutions proposed during the duration of this contract must have, at a minimum, the qualifications of the person being replaced. The CO or their authorized representative will evaluate such requests and promptly notify the Contractor in writing of Government determination to accept or reject the substitution.

If contractor personnel vacate their current position, payment for that position immediately ceases.

The replacement process shall start with the contractor providing resumes of proposed personnel to the Contracting Officer’s Representative (COR), no later than five days after departure, for acceptance prior to allowing the proposed individual to begin work on the Order. Once selected, replacement personnel shall start working no later than 10 business days. A modification will not be issued when substitutions are made.

Name Labor Category/Position Name Project/Program Manager Name Senior Acquisition Management

Specialist Name Senior Acquisition Management

Specialist

Name Mid-Level Acquisition Management Specialist

Name Pricing/Cost/Budget Specialist

Two of the positions above are required to be located in the Atlanta, GA metro area.

25.0 AUTHORITY OF PERSONNEL

The CO, in accordance with Subpart 1.6 of the Federal Acquisition Regulation, is the only person authorized to make or approve any changes in any of the requirements of this contract and corresponding Task Orders, and notwithstanding any clauses contained elsewhere in the contract or associated Task Orders, the said authority remains solely with the CO. In the event the Contractor makes any changes at the direction of any person other than the CO, the change will be considered to have been made without authority and no adjustment will be made in price to cover any increase in cost incurred as a result thereof.

26.0 ORGANIZATIONAL CONFLICT OF INTEREST

26.1 General

The term "organizational conflict of interest" means that the Contractor (which term hereinafter shall be deemed to include its chief executives, directors, any consultants, or sub-contractors utilized under this contract other than a vendor selling incidental material) has interests which (i) may diminish its capacity to give impartial, technically sound, objective assistance and advice in performing this contract, (ii) may otherwise result in a biased work product under this contract, or

(iii) may result in an unfair competitive advantage to itself or others. The Contractor’s attention is directed to FAR Subpart 9.5, Organizational Conflicts of Interest. In the execution of certain contract Tasks, it is anticipated that assigned Contractor personnel will require access to confidential or proprietary business, technical and financial information belonging to the Government or other companies. The information may include but is not limited to pre-decisional budget and acquisition sensitive information, preparation of specifications or work statements, and evaluation services. After receipt thereof, the Contractor and affected individuals shall treat such information as confidential and agree not to appropriate such information to its own use or to disclose such information to third parties unless specifically authorized by the CO in writing. The foregoing obligations, however, shall not apply to:

o Information which, at the time of receipt by the Contractor, is in the public domain;

o Information which is published after receipt thereof by the Contractor or otherwise o becomes part of the public domain through no fault of the Contractor;

o Information which the Contractor can demonstrate was in his possession at the time of receipt thereof and was not acquired directly or indirectly from the Government or other companies;

o Information, which the Contractor can demonstrate, was received from a third party that did not require the Contractor to hold it in confidence.

The Contractor shall obtain the written agreement, in a form satisfactory to the CO, of each employee permitted access, whereby the employee agrees that he will not discuss, divulge or disclose any such information or data to any person or entity except those persons within the Contractor's organization directly concerned with the performance of the contract.

The Contractor agrees, if requested by the Government, to sign an agreement identical, in all material respects, to the provisions of this clause, with each company supplying information to the Contractor under this contract, and to supply a copy of such agreement to the CO. From time to time upon request of the CO, the Contractor shall supply the Government with reports itemizing information received as confidential, proprietary, pre-decisional budget information, or acquisition sensitive information, and setting forth the company or companies from which the Contractor received such information. The Contractor agrees that upon request by the CO it will execute a CO approved agreement with any party whose facilities or proprietary data it is given access to or is furnished, restricting use and disclosure of the data or the information obtained from the facilities.

Upon request by the CO, Contractor personnel shall also sign such an agreement.

If after award, the Contractor discovers an organizational conflict of interest, with respect to this contract, it shall make an immediate and full disclosure in writing to the CO. The disclosure shall include identification of the conflict, the way it arose, and a description of the action the Contractor has taken or proposes to take to avoid, eliminate or neutralize the conflict. The Government may, however, terminate the contract.

In the event that the Contractor was aware of an organizational conflict of interest prior to award of this contract and did not disclose the conflict to the CO or becomes aware of an organizational conflict of interest after award of this contract and does not disclose the conflict of interest within ten (10) working days of becoming aware of such conflict, the Government may terminate the contract and the Contractor shall not be entitled to reimbursement of any cost incurred in performing this contract or payment of any fee thereunder. Further, such costs shall not be allocable or chargeable, directly or indirectly, to any other contract with the Government.

The rights and remedies of the Government provided in this clause shall not be exclusive and are in addition to any other rights and remedies of the Government provided by law or under this contract.

The Contractor agrees that during performance of the contract and for a period of three (3) years after the completion of performance of this contract, the Contractor, including all divisions thereof, and any affiliate of the Contractor, any joint venture involving the Contractor, any entity into or with which it may subsequently merge or affiliate, or any other successor or assign of the Contractor, shall not:

(a) Supply information or material received from this contract, to any firm participating in or having a known prospective interest in the subject matter areas for which the sensitive information described in paragraph (i) above was initially submitted, nor enter into any contractual relationship which would affect or appear to affect the equity and integrity of its recommendations.

(b) Furnish to the United States Government, either as a prime Contractor or as a sub-Contractor, any component of any system for which the sensitive information described…