SF 1012 - LSJ_SP COVID-19_Redacted.pdf

DEPARTMENT OF THE TREASURY

LIMITED-SOURCES JUSTIFICATION

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Tracking No Page 1 of 6 Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6

1. Identification of the agency and the contracting activity:

The requiring activity is - Internal Revenue Service, Information Technology / Contracting Activity - Internal Revenue Service, Office of Information Technology Acquisitions (OITA) 2.a Nature and/or description of the action being approved:

The purpose of this requirement is to obtain program management services to support the implementation of ongoing COVID-19 legislation is support of the IRS’ Information Technology, Associate Chief Information Officer (ACIO), Strategy and Planning (S&P) office.

2.b Name of the vendor: Deloitte Consulting, LLP 2.c Requisition No.: 5000120873 2.d Bridge contract: Yes No 2.e Brand name: Yes No 3.a A description of the supplies or services required to meet the agency’s needs:

The overall objective is to support IRS to quickly understand legislation and guidance, facilitate business and technical integration, prioritize technical changes, and gather implementation requirements to assist in the implementation of ongoing supporting COVID- 19 legislation. Requirements include the following:

Executive Support and Facilitation Support development of strategic-thinking in the IT Executive and Senior Manager cadres to build organizational capacity to adapt to the increased scale and pace of change brought about by COVID-19 Develop and roll-out an S&P Workforce Plan that operationalizes the IT Workforce Plan while addressing S&P-specific gaps/challenges.

Conduct leadership and transition workshops for key executives to develop a vision for their role, align to strategic priorities, problem solve emerging issues, and improve communications to reduce workforce and organizational challenges brought about by shifting priorities in COVID-19 legislative environment Increase integration between the S&P functions (IPCO, SSM, BPRM, FS) to establish common understanding of COVID-19 legislative impacts, improve data and information-sharing, strengthen decision-making, and develop cohesive inputs across the planning, reporting, and audit ecosystem .

Facilitate the identification and execution of improvements to S&P – including operating and organizational effectiveness and increasing value to its customers in the COVID-19 legislative environment Develop and execute a repeatable, strategic process focused on identifying priorities for IT Leadership that coincide with the government budget cycle outputs and identify and present recommendations to address areas of duplication in defining strategic priorities Coordinate and continually engage with the CIO and DCIOs to ensure ongoing awareness and usage of the latest information about IT-level initiatives that may impact reporting, funding requests, IT budget allocations, etc.

Provide tailored strategic communications and executive briefings to continually engage and align IT stakeholders on impacts to strategic priorities in COVID-19 legislative environment.

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Tracking No Page 2 of 6 Treasury Standard Form – 1012 (Rev 5/18)

Prescribed by Treasury: DTAP 1008.405-6

Strategic Capability Development

Support the stand up of a more resilient strategic planning function in S&P that anticipates increased COVID-19 legislation, integrates strategic planning efforts (e.g.

IRS Strategic Plan, IT Strategic Plan, IT Workforce Plan, etc.) with existing and emerging legislation, and strengthens S&P’s position to support and communicate organizational impacts

Support analysis and rationalization of existing, concurrent strategic plans (e.g., IT Strategic Plan, IRS Integrated Modernization Business Plan, the Enterprise Architecture Roadmap and the broader IRS Strategic Plan, etc.) and other organizational inputs to identify areas of overlap and/or opportunities to deconflict priorities in the COVID-19 legislative environment.

Develop and execute a repeatable, strategic process focused on identifying priorities for IT Leadership that coincides with the government budget cycle outputs and identify and present recommendations to address areas of duplication in defining strategic priorities.

Conduct analyses to support traceability of COVID-19 Legislation, Development Maintenance Enhancement (DME), Operations and Maintenance (O&M), Budget, and Acquisition dependencies and intersections

Conduct analyses to understand S&P’s strategic positioning to handle additional COVID-19 legislation as it is passed while identifying capability gaps and risks

Strengthen S&P’s strategic planning capabilities, most immediately related to risk management, demand management, and advisory support to program teams regarding scope, schedule, cost planning and management

Monitor impacts of current and future mandates (e.g., Executive Orders, COVID-19 legislation) and executive impacts across existing scenario plans and other strategic planning efforts

Provide ongoing support to formulate and manage an Innovation Roadmap that outlines major outcomes, key milestones, gaps to address, associated risks to reduce Operations and Maintenance (O&M) costs and align to digitalization strategic priority to increase operational resilience in COVID-19 environment

Domain Support, Portfolio Management, Service Catalog and Product Usability

Support the design, development, deployment, and facilitated sessions to socialize communications and education materials and increase awareness of Strategic Supplier Management (SSM) initiatives (e.g., Software Asset Management (SAM) and Continuity) and other S&P initiatives in the COVID legislative environment for audiences across IT

Support the analysis and management of COVID-19 impact on the IT Investment Portfolio

Support IT risk tracking, solutioning to improve timely risk mitigation, identification of parent-child associations, and behavioral change to increase adherence to proper protocols to improve data authenticity

Support the development and enhancement of customer products to increase comprehension of impact, risks, and outcomes and facilitate increased product usability

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Tracking No Page 3 of 6

Conduct analysis of domain capabilities and prioritize strategic initiatives and iterative roll-out to support the S&P Transformation Roadmap.

Develop and align domain capabilities to S&P Operating Model, Strategic Capability Development Plan, and ability to integrate core processes and stakeholders across domains through regular forums and communications channels

The period of performance for this requirement will be from July 16, 2021 through December 15, 2021.

3.b Includes IT: Yes No NAICS – 541512, PCS – R408

3.c IGCE/Estimated dollar value:

The IGCE is The anticipated duration of this requirement is five (5) months.

4.a Identification of the authority being used (Check the appropriate box that applies).

FAR 8.405-6(a)(1)(i)(A) – An urgent and compelling need exists and following the procedures would result in unacceptable delays.

FAR 8.405-6(a)(1)(i)(B) – Only one source is capable of providing the supplies or services required at the level of quality required because the supplies or services are unique or highly specialized.

FAR 8.405-6(a)(1)(i)(C) – In the interest of economy and efficiency, the new work is a logical follow-on to an original Federal Supply Schedule order or BPA provided that the original order or BPA was placed in accordance with FSS procedures in accordance with the applicable Federal Supply Schedule ordering procedures. The original order or BPA must not have been previously issued under sole-source or limited-sources procedures.

FAR 8.405-6(b) – Items peculiar to one manufacturer.

4.b Supporting Rationale:

This requirement is in response to the IRS’ urgent and immediate need to execute and implement new legislation that has resulted from the Coronavirus (COVID-19) pandemic.

These services will support development of strategic-thinking in the IT Executive and Senior Manager cadres to build organizational capacity to adapt to the increased scale and pace of change brought about by COVID-19 and the capacity management impacts to the organization. There is an urgent need to develop and execute a repeatable, strategic process focus as multiple legislation requirements continue to impact and a need to identify priorities for IT Leadership that coincide with the government budget cycle outputs and identify and present recommendations to address areas of duplication in defining strategic priorities. This action will increase integration between the Strategy and Planning functions to establish a common understanding of COVID-19 legislative impacts, improve data and information-sharing, strengthen decision-making, and develop cohesive inputs across the planning, reporting, and audit ecosystem.

Deloitte Consulting LLP is currently providing support under a work request under Task Order Number 2032H5-21-F-00043, which will expire in July 15, 2021. Deloitte has provided coaching, training, and resources for S&P leaders and stakeholders to design, adopt, and sustain their strategic planning capability. They have created an Executive Support Roadmap, This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Tracking No Page 4 of 6 facilitated vision/goal-setting workshops, created a vision statement, and aligned S&P goals, S&P integration, and IT priorities. There is a continued need for executive support, strategic planning, vision and goal-setting integration, and organizational alignment. Deloitte is currently in a position to continue to provide this support without a break in service. They have been issued Government equipment, have active badges and required security clearances.

Competing this requirement and potentially on boarding another vendor will take several months. Since these services are needed by July 16, 2021 and it is a five-month effort, such a delay would jeopardize the mission. Deloitte is positioned to provide this support immediately with no learning curve.

5. A determination by the ordering activity Contracting Officer that the order or BPA represents the best value consistent with FAR 8.404(d):

The Contracting Officer has determined that this order represents the best value consistent with FAR 8.404(d). The order will be against a BPA that was awarded under the contractor’s GSA Schedule.

6. A description of the market research conducted among schedule holders and the results or a statement why market research was not conducted:

Due to the urgent nature of this requirement, the Government reviewed vehicles with available contractors who have performed this work without a delay in schedule. The Government reviewed the CADE 2 Program Management Office (PMO) Long Term Integration Support 3 (LTIS 3) contract and the Information Technology Enterprise Program Management Support Services Blanket Purchase Agreements. The IRS identified Deloitte Consulting based on their previous and ongoing knowledge and experience with implementing COVID-19 Legislation.

7.a Any other facts supporting this justification:

N/A

7.b Attachments: Yes No

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

Given the urgent and compelling nature of this requirement due to the national emergency, no other source has the familiarity with the swift implementation of this legislation necessary to perform or provide the requirements given the time constraints. This action will fulfill the current, critical requirements and enable IRS IT to competitively procure sustained support for the implementation of COVID-19 legislation in the future.

9. Certifications and Approvals:

9.a Program Office Certification (Requiring Activity).

I hereby certify that any supporting information and data provided (e.g., the Government’s minimum needs or requirements, or other rationale for the limited sources) and which form the

This acquisition is conducted under the authority of the Multiple Award Schedule Program (see FAR 8.401)

Tracking No Page 6 of 6

10.d Treasury Chief Information Officer (for IT requirements that are over $68 million).

I have reviewed this justification and find it to be accurate and complete to the best of my knowledge and belief, and representative of the Government’s need. Therefore, I hereby consent to the approval of this justification.

Name: Date:

Signature:

10.e Senior Procurement Executive (if over $68 million) (Contracting Activity). I have reviewed this limited-sources justification and find it to be accurate and complete to the best of my knowledge and belief. Therefore, I hereby approve this limited-sources justification.

Name: Date:

Signature: