SOW_v1.2.docx

Statement of Work

Purpose: To obtain best value for the government in exercising the next contractual year of the IBM Mainframe Software Contract #SS00-15-30081. The Social Security Administration lacks specific institutional knowledge of IBM’s Mainframe Software pricing and discounting methods and abilities. Accordingly, the services of a subject matter expert are required with regard to evaluating potential IBM pricing and discounting methods available which are specific to the SSA Enterprise. These services will demonstrate due diligence on the part of SSA with regard to obtaining best value for the agency and will provide the confidence to SSA’s Executive leadership and Congress that IBM Mainframe Software has been acquired at the best value available to the government which satisfies SSA’s enterprise requirements with regard to scope, schedule, and performance. These services are intended as a supplement to existing services SSA currently utilizes for efficient management of IBM Mainframe Software such as MLC, OTC, and IPLA auditing.

Requirements, Tasks, and Scope:

1. Contractor will sign a non-disclosure agreement with SSA.

2. Contractor will review and understand the current IBM Mainframe Software Contract #SS00-15-30081 in its entirety, including all Option Years.

3. Contractor will provide SSA a written report of any potentially beneficial modifications to the current IBM Mainframe Software Contract #SS00-15-30081.

4. Contractor will review SSA’s intended IBM Mainframe Hardware purchases and will make SSA aware of any possible Hardware and Software Combination discounting that may be available or reasonable to request.

5. Contractor will make SSA aware of any available, potential, or reasonable requests for MLC waivers or discounting.

6. Contractor will make SSA aware of any available, potential, or reasonable requests for OTC waivers or discounting.

7. Contractor will make SSA aware of any available, potential, or reasonable requests for IPLA waivers or discounting.

8. Contractor will make SSA aware of any available, potential, or reasonable discounting that SSA should request through the combination of MLC, OTC, and IPLA Mainframe Software and Mainframe Hardware products.

9. Contractor will identify any potential economies of scale that may entitle SSA to further discounting in remaining option years of the current IBM Mainframe Software Contract #SS00-15-30081.

10. Contractor will be available for meetings on a direct or indirect basis to assist SSA with negotiations of option years of the current contract.

Government Furnished Information (GFI)

After the execution of an appropriate non-disclosure agreement between SSA and the contractor, SSA will furnish the following GFI to the contractor for analysis:

1. The terms of the original IBM Mainframe Software Contract #SS00-15-30081 to be utilized for the completion of Deliverable 1.

2. Anticipated IBM Mainframe Hardware and Software Purchases for FY2016 to be utilized for the completion of Deliverable 1.

3. The final agreed terms of Option Year 2 to be utilized for the completion of Deliverables 2 and 3.

4. Any information requested by the contractor in writing which is reasonable, within scope, and required for the contractor to provide SSA with Deliverables 1-3.

Deliverables:

1. Contractor must provide SSA an initial report with spreadsheets outlining the original pricing under the given contract option year and recommended avenues to achieve savings in the given contract option year.

2. Contractor must provide SSA a written report benchmarking SSA’s final Option Year end deal with that of a minimum of 5 comparable peers in both industry and government (with regard to MIPS, product portfolio, size, and other similarities of the enterprise) and rank SSA’s standing with regard obtaining best value in citing appropriate metrics and benchmarks.

3. Contractor must provide SSA with a spreadsheet(s) calculating:

a. Final ROI on their services

b. Savings realized over original Option Year pricing.

Milestone Payment Schedule:

Payment to the Contractor will be divided into two equal payments (50%/each) and will be authorized for release by SSA when the following milestones occur.

1. 50% payment when Deliverable (1) report of recommended avenues to achieve savings is received by SSA, due to SSA by date determined by the COR.

2. 50% payment when remaining deliverables (2-3) have been received by SSA, due to SSA within 30 days after COR and Contractor agree the required contractual deliverables have been received by SSA.