SSN PWS.pdf

****This Sources Sought Notice is for information and planning purposes only and shall not be construed as either a solicitation or obligation on the part of the U.S. Government. This is not a solicitation announcement for proposals and no contract will be awarded from this Notice. No reimbursement will be made for any costs associated with providing information in response to this Notice. Respondents will not be notified of the results of this evaluation. Capability statements will not be returned and will not be accepted after the due date. Generic corporate marketing materials, which do not address the requirements set forth below, should not be submitted.***

This Sources Sought Notice is a reiteration of the RFI (RFQ1676612) previously posted on GSA eBuy to GSA Industry Partners and is being reposted here to comply with internal IRS policy.

PLEASE PROVIDE A CAPABILITY STATEMENT BY

FRIDAY, 4/26/2024 @ 4PM EST

The Capability statement must show the ability to perform the work requested in the draft Performance Work Statement (PWS).

Please send responses via email to Zachary.Q.Slater@irs.gov.

Performance Work Statement (PWS)

Human Capital Office Program Management Services

Blanket Purchase Agreement

1.0 INTRODUCTION AND BACKGROUND

The Internal Revenue Service (IRS) mission is to provide America’s taxpayers top-quality service by helping them understand and meet their tax responsibilities and enforce the law with integrity and fairness to all.

To attain this mission, the IRS has two equally important strategic goals:

1. To deliver high quality and timely service to reduce taxpayer burden and encourage voluntary compliance; and

2. To effectively enforce the tax law to ensure compliance with tax responsibilities and combat fraud.

2.0 OBJECTIVES

Throughout any given year, new tax legislation and executive orders may be signed requiring IRS to implement tax-related provisions consistent with our mission. Often these mandates require a very short timeline for implementation such as with the Families First Coronavirus Response Act and the Coronavirus Aid, Relief, and Economic Security (CARES) Act both signed in March 2020 which required IRS to provide immediate tax relief to individual and business taxpayers. As major tax legislation is passed, the IRS must quickly mobilize to determine impacts to the IRS mission and goals, including impacts to IRS business operations, Information Technology (IT), financial reporting and external stakeholders (including taxpayers).

In addition to changes brought about by new legislation and other mandates, the IRS is continually seeking opportunities to improve taxpayer service, enforcement, and operations in an environment of limited resources and rapid changes in technology.

Such opportunities were mandated in the Taxpayer First Act (TFA), signed into law on July 1, 2019, which requires the delivery of three critical plans – Taxpayer Experience, Training and Organizational Redesign – to revolutionize tax administration. These plans, included in a Report to Congress delivered on January 11, 2021, allow us to reimagine the way IRS does business, to shape our future and rethink the way we operate.

To help achieve these goals, in alignment with strategic priorities impacting human capital programs over the next five years, the IRS Human Capital Office (HCO) has established the following human capital goals to address strategic drivers. These goals will ensure IRS human capital programs are positioned to achieve the strategic drivers and mission priorities.

Goal 1 - Development: Capitalize and expand on training and development structures to advance knowledge skills and abilities to meet the mission of IRS.

Goal 2 - Diversity, Equity, Inclusion and Accessibility (DEIA): Promote opportunities to remove barriers and to strengthen IRS's ability to recruit, hire and retain employees in underserved communities, supporting a workforce and leaders from all segments of society.

Goal 3 - Hiring: Implement a hiring strategy that is collaborative and responsive to meeting current and future taxpayer needs.

Goal 4 - Modernization: Leverage technology modernization to enhance optimized human capital processes and to promote data driven/evidence-based decision making.

Goal 5 - Partnering/Optimizing Processes: Partner internally and externally to optimize Human Capital policies and processes to effectively meet service level goals.

Goal 6 - Retention: Cultivate an engaged and performance driven workforce to ensure employee retention to effectively meet enforcement of the nation’s tax laws.

3.0 SCOPE OF WORK

The scope of this performance work statement is to seek expert and objective strategic, technical, program management and implementation advice and guidance to support our strategic objectives. The Acquisition and Contract Support (A&CS) Branch identifies business and technical challenges requiring independent analyses and assessments, including many that span across multiple business units.

Task orders for specific needs will be issued against the Blanket Purchase Agreement, (BPA). Performance and contractual obligations will be controlled by the BPA, Task Orders, Contractor, and GSA schedule contracts. A&CS Acquisition Program Managers will maintain the Task Orders for their area(s).

The Contractor shall assist the IRS in finding ways to address both intra- and inter-organizational challenges. The Contractor shall apply its business domain experience and advise on issues while helping to align solutions to current and strategic business needs.

The Contractor shall provide high quality deliverables that meet the delivery deadlines and shall staff all sub-tasks with qualified and skilled personnel.

4.0 ORDER TYPES

All orders awarded pursuant to this BPA shall be priced in accordance with the pricing set forth in contract line items. At the request of either the Contractor or the Government, the Contractor may, throughout the life of the contract, propose additional labor categories, rates, and descriptions. These additional categories, rates and descriptions will be negotiated on a case-by-case basis. The additional categories, rates and descriptions proposed, upon determination by the Government that they are fair and reasonable and within the scope of the original contract, may be incorporated into the contract by modification.

5.0 ORDERING PROCEDURES

Ordering activities shall follow the ordering procedures for ordering from the BPA as prescribed in FAR 8.405-3(c) and the BPA Ordering Guide. In instances where an expedited response is requested, contractors should anticipate rapid response times.

Although this PWS describes a wide range of tasks, specific requirements shall be defined under individual BPA Task Orders and shall include the specific types of services within the scope of the BPA and/or skills required to accomplish that specific effort.

6.0 BPA AND TASK ORDER MANAGEMENT

The contractor will manage, track and invoice by Call Order. An IRS Program Manager (PM) and/or Contracting Officer’s Representative (COR) will be identified for each Task Order. All services must be provided and performed under the supervision/management of the contractor's Program Manager and in collaboration with the IRS PM or COR. BPA and call order management are a mandatory element of all orders issued under the BPA. The objective of BPA and Task order management is to provide the necessary program management, project control and BPA administration required to manage a high volume, multiple-award call order process- ensuring that cost, schedule, and quality requirements of each order are tracked, communicated to the Government, and ultimately attained. The use of commercially available automated tools, process expertise, and other metrics supporting Task order management is encouraged to provide quicker access, improved accuracy, and enhanced accessibility.

7.0 TASKS

The following describes the categories that establish the scope of services provided for this BPA:

7.1 TASK 1 STRATEGIC PLANNING, SUPPORT AND GOAL SETTING

The Contractor shall provide development of operational plans in alignment with the IRS Human Capital Operating Plan (2022 – 2026) which should include the IRS’ mission, vision, and values:

• The Contractor shall participate in strategy development by the Government and review, advise, assist, and make recommendations to Government executives and other senior staff.

• The Contractor shall aid with determining the existing state of the organization by providing advice and guidance.

• The Contractor shall aid in defining the operational and organizational requirements of the future state of the organization relative to the strategic direction of the IRS.

• The Contractor shall aid with developing and implementing an action plan and change management for transitioning between the current and future state(s) of the organization.

• The Contractor shall identify measures and techniques for evaluating the progress towards reaching the future state of the organization.

• The Contractor shall identify goals that are Specific, Measurable, Attainable, Relevant and Time-Based (SMART).

• The Contractor shall identify short and long-term goals.

• The Contractor shall create a plan to achieve the goals.

• The Contractor shall provide relating goals to the IRS’ and the organization’s mission, vision, and values.

7.2 TASK 2 CONCEPT OF OPERATIONS (CONOPS)

The Concept of Operations (CONOPS) framework includes a vision, strategic goals, operational themes, capabilities, and scenarios. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide support with identifying organizational goals.

• The Contractor shall identify available resources.

• The Contractor shall identify possible constraints on the desired goals.

• The Contractor shall identify and define stakeholder relationships and responsibilities and their roles in reaching organizational goals.

• The Contractor shall identify operating processes and procedures.

• The Contractor shall incorporate the CONOPS into HCO operations planning, acquisition planning, and project requirements and developmental processes.

• The Contractor shall provide recommendations for end state lifecycle management.

7.3 TASK 3 ORGANIZATIONAL STUDIES

The Contractor shall provide support in examination of the structural and sociological elements of the organization. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall review existing documentation about the organization.

• The Contractor shall review existing processes used within an organization.

• The Contractor shall interview employees and customers of the organization.

• The Contractor shall observe organizational behavior.

• The Contractor shall analyze findings to construct a narrative about the organizational culture.

• The Contractor shall provide recommendations suggesting improvement(s) to an organization.

7.4 TASK 4 STATISTICAL ANALYSIS

The Contractor shall provide statistical analysis in the collection and mathematical interpretation of data. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide support of data relevant to business processes.

• The Contractor shall provide support with the collection or assemblage of data relevant to business processes.

• The Contractor shall provide support with the development of analytical plans to address business questions.

• The Contractor shall provide analysis of data to include statistical interpretation.

• The Contractor shall provide modeling using data to address a business need.

• The Contractor shall provide preparation and presentation of reports with statistical content.

7.5 TASK 5 BUSINESS METRICS

The Contractor shall support business metrics using quantifiable means to assess the performance of a process. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall identify which measurements reflect business performance.

• The Contractor shall associate measures with business goals.

• The Contractor shall identify how to measure and conduct the measurement.

• The Contractor shall create baseline measurements.

• The Contractor shall set measurement benchmarks.

• The Contractor shall conduct a gap analysis.

• The Contractor shall analyze existing business metrics and identify gaps and improvements.

• The Contractor shall assess Return on Investment (ROI).

• The Contractor shall conduct surveys.

• The Contractor shall conduct focus groups.

7.6 TASK 6 BUSINESS PROCESS IMPROVEMENT

The Contractor shall provide support with our Business Process Improvement by improving existing business processes. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall identify the organization’s business goals, stakeholders, and customers.

• The Contractor shall identify and measure customer needs, preferences, and behaviors.

• The Contractor shall identify and measure customer needs, preferences, and behaviors as they correspond to a mapping of an IRS process.

• The Contractor shall provide benchmarking and analyze processes.

• The Contractor shall redesign processes to better meet the business goals and customer needs.

• The Contractor shall develop and implement an action plan and change management.

• The Contractor shall develop and implement measures to evaluate the performance of revised processes.

7.7 TASK 7 REGULATORY COMPLIANCE

The Contractor shall provide analysis of the regulatory framework applicable to the organization and its processes. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall develop compliance plans.

• The Contractor shall support implementation of compliance plans.

• The Contractor shall prepare compliance reports.

• The Contractor shall create risk assessments.

• The Contractor shall create/develop tools for Internal Revenue Manual (IRM) authors to create Section 508 Compliant content using Adobe Acrobat: Pro DC, Arbor text Editor and Microsoft Office 2016.

• Assist IRM authors with producing Section 508 Compliant electronic content, perform statistical analysis to measure the performance of 508 efforts for published products; and establish a repeatable process for assessing published products for 508 Compliance and remediating as needed.

7.8 TASK 8 INSTRUCTIONAL DESIGN

The Contractor shall provide instruction to learners to acquire knowledge or skill. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall provide relating goals to the IRS and the organization’s mission.

• The Contractor shall analyze who the learners are, what the desired performance of the learners is, when the learning is needed, and the environment the learning will take place in.

• The Contractor shall design the objectives, lesson plan, content, assessment tools, and formats.

• The Contractor shall develop the course content, materials, storyboards, graphics, and use electronic tools.

• The Contractor shall implement the course curriculum and assessment procedures.

• The Contractor shall evaluate the course via formative and summative processes.

7.9 TASK 9 PROGRAM INTEGRATION

The Contractor shall provide support with developing program management plans across multiple IRS HCO organizations. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall integrate project schedules from multiple IRS offices.

• The Contractor shall develop integrated business requirements.

• The Contractor shall develop risk management and mitigation processes and tracking at the program level.

• The Contractor shall prepare presentations and reports on program implementation status.

• The Contractor shall develop and implement contingency plans.

7.10 TASK 10 PROGRAM MANAGEMENT AND GOVERNANCE

Program Management and Governance is the coordinated planning, monitoring, integration, and reporting of projects which are governed by a formal management framework within which decisions are made. Task Orders for this support may include, but are not limited to assistance with the following:

• Developing enterprise and program level implementation plans, timelines, or schedules for business and / or IT activities.

• Developing project monitoring and tracking tools at the project or IRS Enterprise level.

• Creating and delivering project Health Assessments.

• Developing and maintaining change control of baseline products.

• Developing and maintaining an effective Risk Management program; including the identification, analysis, mitigation and reporting of risks.

• Developing and maintaining an effective Organizational Readiness (OR) / Transition

Management program.

• Conducting OR assessments and certifications of readiness.

• Designing an appropriate governance model.

• Supporting governance meetings and forums.

• Preparing action item logs and issue tracking management.

7.11 TASK 11 BUSINESS CAPABILITIES

Business Capabilities involves the identification and definition of new business processes and initiatives to guide the development of solutions and improve upon existing business processes. Task Orders for this support may include, but are not limited to assistance with the following:

• Identifying the organization’s business goals, customer base and customer needs impacted by the new legislation or other initiative.

• Mapping, benchmarking, and analyzing business processes.

• Redesigning business processes to meet legislative requirements, business goals and customer needs.

• Identifying new or modified business capabilities and all levels of program / project-level requirements for IT system builds.

• Documenting and codifying new and modified business processes and requirements.

• Prioritizing and sequencing business capabilities and requirements into roadmaps and release plans

• Developing user stories and test cases for IT development projects.

• Developing Unified Work Requests and Change Requests.

• Evaluating performance of redesigned business processes and IT systems.

7.12 TASK 12 DATA ANALYSIS, MEASURES AND METRICS

Data Analysis is the collection and interpretation of quantitative/qualitative data. Task Orders for this support may include, but are not limited to assistance with the following:

• Identification of data elements relevant to business processes.

• Development and implementation of studies.

• Data collection.

• Preparation and presentation of statistical reports.

• Identifying which measurements reflect business performance.

• Associating measures and metrics with business goals.

• Analyzing existing business metrics and identifying gaps and areas for improvement.

7.13 TASK 13 INTERNAL AND EXTERNAL COMMUNICATIONS

Internal and External Communications provide IRS and external stakeholders with information and awareness of the legislation or other initiatives and the impacts to their organizations. Task Orders for this support may include, but are not limited to assistance with the following:

• Stakeholder analysis.

• Inter-agency communications and coordination of messages.

• Outreach efforts.

• Development and delivery of key communications products.

• Development and implementation of change management plans.

• Development and implementation of communication strategy.

• Monitoring IRS employee training related to the legislation or initiative.

• Maintenance and archiving of communication and training material.

• Monitoring, analyzing, and reporting on the effectiveness of communication efforts.

7.14 TASK 14 EXECUTIVE COMMUNICATIONS & REPORTING

Executive Communications and Reporting enable senior leaders to make decisions and / or increase their awareness of policy options and operational impacts. Task Orders for this support may include, but are not limited to assistance with the following:

• Production of briefing papers and official IRS reports or presentations.

• Recommending and completing an IRS Risk Acceptance Form and Tool (RAFT) to document risk acceptance and key decisions.

• Developing dashboards of project status for executive awareness.

• Maintaining archive of decisions related to legislative implementation.

• Developing executive-level communication materials for external government stakeholders such as Treasury, OMB, Congress, TIGTA, GAO and other federal/state partners.

7.15 TASK 15 RETIREMENT SPECIALISTS

The Contractor shall provide retirement specialist assistance to enable temporary contractor resources during peak season. Specialists shall work backlog cases. Task Orders for this support may include, but are not limited to assistance with the following:

• Processing Personnel Action Requests (PARs).

• Processing retirement documents.

7.16 TASK 16 WORKFORCE PLANNING & ANALYSIS

The Contractor shall aid in defining the operational and organizational requirements to mature the future state Strategic Workforce Planning & Analysis function. Task Orders for this support may include, but are not limited to assistance with the following:

• The Contractor shall aid with developing and implementing an action plan and change management to use workforce planning procedures to forecast the talent needed over a multi-time horizon consistent with the IRA transformation objectives and applicable federal regulations.

• The Contractor shall develop and drive the implementation of foundational planning mechanisms, including short and long-term data collection capabilities, phased implementation on additional technology enablers while monitoring and evaluating the effectiveness during capability development, as required.

• The Contractor shall create a plan to achieve future state Strategic Workforce Planning & Analysis function.

• The Contractor shall identify measures and techniques for evaluating the progress towards reaching the future state workforce planning function.

• The Contractor shall identify goals that are Specific, Measurable, Attainable, Relevant and Time-Based (SMART).

7.17 TASK 17 ILLUSTRATION OF ORGANIZATIONAL DATA AND INFORMATION

The Contractor shall develop a suite of slides that can be provided to all HCO staff and easily edited within PowerPoint to successfully illustrate plans, concepts, data, and results using the IRS’ standard template look and feel. Task Orders for this support may include, but are not limited to assistance with the following:

• The contractor should analyze the type of information and the way in which IRS HCO employees currently present information and develop slides that assist HCO with successfully representing a range of concepts including, but not limited to, process maps, workflows, personas, pie charts, line and bar graphs, organizational charts or tables, raw data, survey results,

• The contractor shall meet with leadership and appropriate teams and staff to ensure the suite of slide options meet the needs of the organization.

• The contractor should be able to develop slides or sheets that successfully convey complex data.

• The contractor should ensure Section 508 Compliance where mandated and take additional steps when necessary to avoid color schemes that do not show well over videoconferencing tools or reduce visibility for the visually impaired.

• The contractor should develop infographics upon request as budget allows.

7.18 TASK 18 PAYROLL ASSISTANCE

The Contractor shall provide payroll assistance to enable temporary contractor resources during peak season. Specialists shall work backlog cases. Task Orders for this support may include, but are not limited to assistance with the following:

• Processing Personnel Action Requests (PARs).

• Processing payroll documents.

• Assisting with time and attendance tasks.

• Processing debt management activities.

• Supporting settlement activities, including garnishments

7.19 TASK 19 DEVELOP A 2024-2028 STRATEGIC ROADMAP AND

IMPLEMENTATION PLAN

The contractor shall integrate strategic priorities from the IRA Operating Plan with operational and management for HCO, Transformation & Strategy Office (TSO), and the Chief Financial Officer (CFO) joint priorities into a cohesive and streamlined Strategic Roadmap. Create a detailed implementation plan to prioritize, resources, and assign accountability for initiatives leading to further the achievement of key IRA and other HCO priorities. Provide options for updated organizational design to improve efficiencies and reduce duplicative services. Gain stakeholder and employee buy-in on a clear vision and path to HCO Optimization. This will include close collaboration and partnership with the TSO to ensure the modernization efforts both offices are leading will be institutionalized across the Service. Task Orders for this support may include, but are not limited to assistance with the following:

• Develop a 2024-2028 HCO Strategic Roadmap.

• Design the 2024-2028 Implementation Plan.

• Assess Organizational Design and Draft a Recommendations Report to Optimize

HCO Structures.

• Support the Ongoing Development of Strategic and Performance Deliverables for

HCO Leadership.

7.20 TASK 20 ESTABLISH AND DEPLOY A PROGRAM MANAGEMENT OFFICE

TO LEAD DEPLOYMENT OF THE IMPLEMENTATION PLAN FOR WORK

WITHIN APPLICABLE PROGRAM OFFICES

The contractor shall provide structure and management processes including executive reporting, project management, performance measurement, progress tracking, and initiative dashboarding, to ensure the successful deployment of the Strategic Roadmap and Implementation Plan. Leverage PMO best practices for tools, templates, and collaboration. Identify critical stakeholders, manage handoffs, and optimize initiative delivery. Task Orders for this support may include, but are not limited to assistance with the following:

• Design HCO PMO.

• Operationalize and Deploy the PMO.

• Project Management Services.

7.21 TASK 21 LEVERAGE AUTOMATION AND PROCESS IMPROVEMENT TO

OPTIMIZE OPERATIONS AND CREATE ORGANIZATIONAL CAPACITY

The contractor shall identify, define, and prioritize opportunities to eliminate, optimize or automate processes and requirements within HCO, TSO and CFO. Deploy process improvement SMEs to redesign business processes, continuously pilot / test, implement automation solutions, and draft new policies and standards (including milestones and projects identified in the IRA Strategic Operating Plan) within HCO, TSO and CFO.

Generate organizational capacity that can be reassigned to address high value analytics, strategy, and customer service requirements (e.g., hiring, recruiting, finance) within HCO, TSO and CFO. Develop and deploy strategic automations for HCO and CFO utilizing the IRS suite of tools and technology to include UiPath, Microsoft PowerAutomate, PowerBI, and other available software. Provide strategic advisory support on automation, policy, and governance and liaise between the HCO, TSO CFO, and the IT offices. Task Orders for this support may include, but are not limited to assistance with the following:

• Conduct Process Improvement Interventions in Support of Targeted Strategic Roadmap Initiatives.

• Optimize HCO and CFO Operations and create an Enterprise Culture of Continuous Improvement.

• Provide Strategic Advisory Support on IT Policy, Standards, and Governance to HCO and CFO.

7.22 TASK 22 PROVIDE PRIORITY HR ANALYTICS AND OPERATIONS

SUPPORT TO DEPLOY THE STRATEGIC ROADMAP AND

IMPLEMENTATION PLAN

The Contractor shall Identify and define current and emerging data requirements and determine potential gaps with existing analytics and reporting capabilities. Deploy new tools, systems, and reports to meet data needs. Create executive reports, metrics, and data visualizations to keep identified stakeholder groups informed. Provide recruiting and staffing advisory and operational support for filling critical IRS positions. Provide human capital policy drafting support for the IRS. Task Orders for this support may include, but are not limited to assistance with the following:

• Develop Data Analytics Products / Capabilities Aligned with the Strategic Roadmap.

• Provide advisory and programmatic support for human capital policy, recruitment, and staffing functions.

7.23 TASK 23 PROVIDE OVERARCHING CULTURE, CHANGE MANAGEMENT

AND STRATEGIC COMMUNICATIONS SUPPORT

The Contractor shall establish a strategic communications framework to communicate progress and changes IRS-wide (and outside of IRS for human capital processes such as recruitment). Develop and foster an enterprise culture of high performance, employee engagement, and shared ownership of mission achievement. Task Orders for this support may include, but are not limited to assistance with the following:

• Bolster Strategic Communications and Change Management.

• Provide Executive Coaching, Leadership Development, and Training Services.

• Develop a Cultural Development Plan connecting Culture, Strategy and Operating

Model.

8.0 SKILL REQUIREMENTS

Contractor staff with experience and knowledge of the IRS organization, business operations and IT systems will be required for Call Orders. At a minimum, the following labor categories will be needed for most orders. Varying levels of education and skill levels may be needed to meet the requirements of each order. For example, some basic program management call orders may require minimal experience of up to 2 years, while more complex, highly visible orders may necessitate more senior level experience with ten or more years. For task orders related to Human Resources Shared Services, the contractor may be required to have knowledge and experience with HRConnect and the National Finance Center payroll system.

Labor Category Year Experience Required

Engagement Director: Executive/partner level oversight, direction, and escalation.

Engagement Director 10+ Program Manager: Day-to-day management of each call order.

Program Manager I 2 to 7 Program Manager II 7 to 10 Program Manager III 10+ Business Consultant: Advice and guidance to improve performance and efficiency.

Business Consultant I 1 to 2 Business Consultant II 2 to 5 Business Consultant III 5+ Project Management Analyst: Development of project plans, risk management, governance, etc.

Project Management Analyst I 1 to 2 Project Management Analyst II 2 to 5 Project Management Analyst III 5+ Reports Analyst: Development of written reports, presentations, briefings, etc.

Reports Analyst I 1 to 2 Reports Analyst II 2 to 5 Reports Analyst III 5+ Data Analyst: Analyzing data to make strategic business decisions.

Data Analyst I 1 to 2 Data Analyst II 2 to 5 Data Analyst III 5+ Communications Specialist: Specialized in development and delivery of communications products.

Communications Specialist I 2 to 7 Communications Specialist II 7 to 10 Communications Specialist III 10+ Communications Specialist: Specialized in development and delivery of communications products.

Human Resource Specialist I Human Resource Specialist II Information Technology Administrator: Developer, Patchers, Troubleshoot, reporting

SharePoint Administrator 2 to 5

9.0 LEVEL OF EFFORT ESTIMATES FOR FFP TASKS

The Government estimates that the range of labor hours below will be expended under the Base Period and each of the proposed One-Year Option Periods for FFP effort.

Effort

Base Year

Option Year 1

Option Year 2

Option Year 3

Option Year 4

Level Of Effort TBD TBD

TBD

Total TBD

10.0 GOVERNMENT-FURNISHED PROPERTY (GFP)

The specific Government furnished property (GFP), includes materials, equipment, and/or information, to be supplied by the Government will be set forth in the individual Task Orders and in accordance with FAR Part 45, Government Property. The Government will arrange for access to data, works in progress, deliverables, and other materials essential for the Contractor to perform the activities in support of the Task Order. The Contractor shall return any property provided for use under BPA Task Orders by the Government in accordance with FAR 52.245-1. The following GFP may be provided to the Contractor:

Government Furnished Property

Contractor Identification Badge TBD Laptop Computer with Local Network Access TBD Office Space TBD

11.0 GOVERNMENT-FURNISHED INFORMATION

GFI (to include manuals, notes, memos, instruction materials and other information) may be provided in the performance of this award. The following GFI will be provided to the contractor upon order award.

Upon completion, disposition of GFP shall be in accordance with FAR 52.245-1.

12.0 TRAVEL

Travel to IRS sites may be required for task orders issued under this BPA. Allowable travel and per diem charges are governed by FAR Part 31.

The Contractor shall obtain the COR’s approval in advance for any non-local travel.

13.0 INSPECTION AND ACCEPTANCE

13.1 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.

13.2 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.

13.3 ACCEPTANCE OF DELIVERABLES

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 fifteen (15) calendar days from receipt of the deliverable or as otherwise specified in each award.

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 incorporate the comments properly and consistently in the final product.

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.

13.4 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 using 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 - if 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.

14.0 DELIVERIES OR PERFORMANCE

14.1 PERIOD OF PERFORMANCE

The maximum duration of this multiple award BPA is for 5 years (MM/DD/YYY through

MM/DD/YYY)

14.2 PLACE OF PERFORMANCE

The contractor is authorized to telework with COR Approval.

14.3 SHIP TO

Unless otherwise specified below, all deliverables/ work products shall be provided to the COR and PM digitally no later than 4:00 p.m. Eastern Standard time on the date(s) specified in the award. If physical deliverables/work products are produced, they are to the provided to the PM.

14.4 DELIVERABLES

Unless otherwise requested in writing by the COR, deliverables/work products shall be produced using Microsoft Office 365 Professional products and delivered in accordance with the deliverable schedule (See 14.5). All data shall be submitted in compliance with Publication 4812 Contractor Security & Privacy Controls.

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/.

14.5 DELIVERY SCHEDULE

The Contractor performance delivery is evaluated and measured according to the standard of performance that relates directly to mission essential deliverables below for the overall BPA. The performance threshold briefly describes the minimum acceptable quality levels of service required for each requirement. The Contractor performance delivery will be evaluated and analyzed monthly, and any negative results will be shared with the Contractor for necessary corrective action at the BPA level. The Contractor shall deliver:

Deliverables Description/Format Performance Requirements Threshold

Due Date

Kick-off Meeting/Conference call for Contract Administration

Microsoft Office Product

95% of recent information

Conducted no later than 7 business days after contract award

Project Workplan Microsoft Office Product

100% accuracy in status of deliverables

No later than 5th calendar day of each month

Weekly Status Report

Microsoft Office Product

100% accuracy in status of deliverables

1st Business Day of each week

Monthly Progress Reports

Microsoft Office Product

100% accuracy in status of deliverables

1st Business Day of each calendar month

All BPA deliverables will be rated on the timeliness and quality of the product. The IRS will be given a 10-day review period to critique all deliverables. The Contractor will have 5 days to update the deliverable once comments are provided by IRS.

14.6 PLACE OF INSPECTION AND ACCEPTANCE

Inspection and acceptance of all work performance, reports, and other deliverables under this task order shall be performed by the IRS COR at the COR designated work location.

15.0 AWARD ADMINISTRATION DATA

15.1 IDENTIFICATION OF GOVERNMENT PERSONNEL

The Contracting Officer (CO) will have the overall responsibility for administering the contract. The CO is the only authorized individual to act on behalf of the Government to amend, modify or deviate from the contract terms, conditions, requirement, specification, 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 act 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: TBD Email: TBD

The Contracting Officer’s Representative (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;

and, 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):

TBD

Internal Revenue Service Phone: TBD Email: TBD

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:

TBD

Internal Revenue Service Phone: TBD Email: TBD

16.0 SPECIAL REQUIREMENTS

16.1 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.

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 sixty (60) calendar days in advance. In the event of a sudden change in key personnel (death, incapacitation, immediate termination, etc.), the contractor shall provide written notice to the CO within three (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 ten (10) calendar days of notification of a substitution.

Key Position Labor Category Project Manager Task/ Project Manager

16.2 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 to maintain uninterrupted support. The Contractor must always 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.

16.3 SECURITY

The Contractor Officer will ensure contractor personnel follow IRS HSPD-12 PIV Procedures Manual. This manual will be provided to the awardee.

16.4 PERFORMANCE AT GOVERNMENT SITES

If any of this effort is performed at specified government facilities, the contractor shall abide by Department of the Treasury Directive (TD) 71-10 regarding provisions for authorized entrance and exit at these facilities.

16.5 IDENTIFICATION/ BADGES

If required, the applicable contractor employees shall not begin working under this PWS until all security forms have been properly completed and submitted. All contractor employees shall be required to wear identification badges when working in government facilities.

17.0 CONTRACTOR EMPLOYEE ON-BOARDING REQUIREMENTS

17.1 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 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.

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

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

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

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).

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, 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.

17.2 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.

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

o 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.

o 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.

Requirements include:

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.

If the subject is foreign-born, the subject must contact the Selective Service (SS) Office and obtain the following to provide to the IRS:

o a letter from SS stating the subject was not required to register; or, o 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.

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.

17.3 SUITABILITY SCREENING…