Solicitation TIRNO-09-R-00013_Amendment 0001.doc

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TIPSS-4 Small Business (SB) RFP Federal contract opportunity
Solicitation number
TIRNO-09-R-00013
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Department of the Treasury Internal Revenue Service

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TIRNO-09-R-00013 AMENDMENT 0001

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SOLICITATION NUMBER: TIRNO-09-R-00013

AMENDMENT NUMBER: 0001

1. SECTION B.2 – CONTRACT PRINCIPAL TASK

(Ref # 1) This section has been amended to reflect the correct CLIN numbering sequence.

2.

SECTION B.2 - CONTRACT PRINCIPAL TASK

(Ref # 3) ** For proposal preparation, see Section J, Attachment J.5, Labor Categories and Hours, for specific hours, and Section J, Attachment J.1.1 for sample pricing schedules. Fixed fee will be used for evaluation purposes only and may be set at the contract level. Fee and profit will be negotiated at the task order level. If a fixed fee is proposed for evaluation purposes and agreed to in a resulting contract, it will serve as a reference point and may be negotiated up or down prior to final issuance of the task order depending upon the complexity of the requirement. The offeror shall also provide a detailed cost breakdown for the base and all option years in accordance with the cost instructions in Section L.

3.

SECTION C.1 – INTRODUCTION AND BACKGROUND

(Ref #’s 8, 44)

(c) The base period of performance is 12 months (04/01/2010 through 02/28/2011).

Option Year 1 period of performance is 12 months (04/012011 through 02/29/2012).

Option Year 2 period of performance is 12 months (04/01/2012 through 02/28//2013).

Option Year 3 period of performance is 12 months (04/01/2013 through 02/28/2014).

Option Year 4 period of performance is 12 months (04/01/2014 through 02/28/2015).

Option Year 5 period of performance is 12 months (04/01/2015 through 02/29/2016).

Option Year 6 period of performance is 12 months (04/01/2016 through 02/28/2017).

Option Year 7 period of performance is 12 months (04/01/2017 through 02/28/2018).

Option Year 8 period of performance is 12 months (04/01/2018 through 02/28/2019).

Option Year 9 period of performance is 12 months (04/01/2019 through 02/29/2020).

4.

SECTION C.9 – TASK ORDER LABOR CATEGORY DESCRIPTIONS

(Ref #’s 33, 25, 26, 27)

(a) The labor category descriptions for Senior IT Specialist and Senior IT Technician have been amended to reflect differentiating qualifications and responsibilities.

(b) The labor category descriptions for IT Specialist and Junior IT Specialist have been amended to reflect differentiating qualifications and responsibilities.

(c) The labor category for Information Engineer has been amended as follows;

Establishes and satisfies complex system-wide information security and non security requirements based upon the analysis of user, policy, regulatory, and resource demands. Supports customers at the highest levels in the development and implementation of doctrine and policies. Provides leadership and guidance in the development, design and application of solutions implemented by more junior staff members. Coordinates with senior representatives within the customer organizations to establish and define programs, resources and risks. Applies expertise to government and commercial common user systems, as well as to dedicated special purpose systems requiring specialized security features and procedures. Examples could include classified intelligence, access control, biometrics, intrusion detection, and command and control-related networks and smart card technologies. Provides guidance and direction to other professionals, acts in a consulting and/or advisory capacity; coordinates resolution of highly complex problems and tasks, possesses ability to meet and operate under deadlines.

5.

Section C.6.2 - CYBERSECURITY (CS) PRINCIPAL TASK AREA (Ref # 38)

This section has been amended by deleting “Certification and Accreditation.”

6.

Section F.3 - TASK ORDER PERIOD OF PERFORMANCE

(Ref #’s 45, 48) This statement has been rescinded and is no longer applicable in reference to Sec F.3.

7. Section F.6 - SUBMISSION OF CORPORATE REPORTS

(Ref # 47) This section has been amended to refle ct reference Section J.8 and not Section J.9.

8. Section H.4 – EARNED VALUE MANAGEMENT (EVM) COMPLIANCE

Section L.11.5 - BINDER 2d – EARNED VALUE MANAGEMENT SYSTEm (FACTOR 4) (Ref #’s 57, 58, 68, 70, 76, 81, 146, 188, 255) The Department of Treasury Guide and the Policy & Procedure 34.2 have been included in Section J (See J.13 and J.13.1)

In accordance with FAR Subparts 34.2, 52.234-2, 52.234-3, in addition with IRS Policy, Earned Value Management System P&P No. 34.2 and The Department Treasury Earned Value Management Guide. The offeror shall provide information supporting the self-validation using the template in Appendix A of the National Defense Industrial Association (NDIA) Earned Value Management System Intent Guide. The MBOSS area is exempt from FACTOR 4. Each offeror determines which criteria it meets and submit either (a), (b), (c), (d) or (e) of the following:

In accordance with FAR Part 34.201(d) EVMS requirements will be applied to subcontractors using the same rules as applied to the prime contractor. In addition FAR Subpart 52.234-3 the plan is outlined in this section.

9. Section H.2 – SMALL BUSINESS SIZE STATUS (Ref # 67) This section has been amended to reflect Section F.12 and not Section F.13.

10. Section H.28

INDIRECT COST RATE CEILINGS

(Ref # 73)

This statement has been rescinded and is no longer applicable in reference to Sec H.28.

11. Section I.3.1 52.209-1 QUALIFICATION REQUIREMENTS (FEB 1995) (Ref # 82) If an appraisal team member does not have a copy of the appropriate certificate the offeror can use the release in Attachment J.5.1 to give permission to SEI to validate the training requirement for the team.

12.

Section J.1.1

SAMPLE PRICING SCHEDULES

(Ref # 90) This section has been amended to reflect Section L.12 and not Section L.13.

13. Section J.4

LABOR CATEGORIES AND HOURS

(Ref #’s 92, 94-104, 106-107, 116-118, 125) This attachment has been removed and replaced with the following spreadsheet J.4 SB.xls. This spreadsheet contains a complete listing of labor categories and hours for the base year and all option years (MBOSS and Cybersecurity). Please be advised that the labor hours are estimates for pricing evaluation purposes only. The Government does not guarantee they will order labor hours in the amounts stated in the spreadsheet J.4 SB.xls.

14. Section J.9.1

PAST PERFORMANCE REFERENCES

(Ref # 118) This section has been amended to reflect the deletion of the second reference to the contract number.

15. Section J.12 THE DEPARTMENT OF TREASURY EARNED VALUE MANAGEMENT GUIDE VERSION 2.0

This attachment is added to the solicitation.

16.

Section J.13 NATIONAL DEFENSE INDUSTRIAL ASSOCIATION (NDIA) EARNED

VALUE MANAGEMENT SYSTEMS INTENT GUIDE

This attachment is added to the solicitation.

17.

Section K.26 EARNED VALUE MANAGEMENT SYSTEM COMPLIANCE

(Ref # 140)

This section has been amended to reflect J.12 and not J.13.

18.

Section L.11.4.2 TAB B – KEY PERSONNEL (sub-factor 2) (Ref #’s 167, 225) This statement has been rescinded and is no longer applicable in reference to Sec L.11.4.2

19.

Section L.8.1

INSTRUCTIONS FOR PROPOSAL SUBMISSION

(Ref #’s 179, 198) This section has been amended to identify Binder 1A Terms and Conditions.

This section has been amended to reflect MBOSS exemption is Section L.8.1

20. Section L.11.2.1 TAB A – Past Experience (MBOSS) (Ref # 197, 215) This section has been amended to reflect Section L.11.2.1 and not Section L.12.2.1.

21.

Section L.19

SUBMITTAL OF OFFERS

SF33 Block 9

(Ref #’s 170, 201, 223, 224, 249, 281, 284) This date & time has been incorporated in the solicitation.

SOLICITATION NO.: TIRNO-09-R-00013, TIPSS-4 SB

DATE: September 10, 2009

TIME: 2:00 PM (OXON HILL, MD – EASTERN STANDARD TIME)

22. Section L.11.4.1 TAB A – ORGANIZATIONAL STRUCTURE (SUB-FACTOR 1)

(Ref # 147) This section has been amended to reflect the numbering of the eight paragraphs.

23. Section L (Entirety) SF33 Block 11 (Ref # 202)

This section has been amended to reflect the error message with the numbering of pages.

24. Section L.8.2 – FORMAT, ORGNIZATION, AND CONTENT OF FILES (Ref #’s 160, 190)

This section has been amended to reflect the language for PDF file acceptance.

Each volume shall be submitted in separate loose-leaf binder(s). For each proposal package, the following information must be cited on the outside of each box and on the spine and cover of each binder:

· Solicitation Number:

· Offeror's Name

· Principal Task Area(s)

· Small Business Competition Proposed (i.e. HUBZone Competition)

· Box __ of __ boxes (Applicable only to the shipping boxes)

· Volume Number (Applicable only to the spine and cover of each binder.)

25. Section L.11.5 – BINDER 2D – EARNED VALUE MANAGEMENT SYSTEM (Ref # 219)

This section has been amended to reflect EVMS requirements in reference to the submission of supporting documents. This applies to both the prime and subcontractors.

26. Section L.13

(Ref # 132) Section L.13 has been amended to reflect the correct NAICS Code for this solicitation which is 541519.

27. Section M-4 EVALUATION CRITERIA (Ref #’s 255, 263, 275) This section has been amended to reflect MBOSS exemption in Section M.4 This will be evaluated under Factor 3, Management Approach.

FACTOR 3 – MANAGEMENT APPROACH

Management Approach will be evaluated based on the two sub-factors listed below, which are listed in descending order of importance. The Government will evaluate offeror’s management approach to determine that it demonstrates an in-depth and clear understanding of the requirements contemplated by the solicitation as evidence by an awareness of the managerial effort, challenges, risk, and responsibilities, associated with contract performance. The Government will access the degree to which an offeror’s solution promotes economical and efficient contract performance, and the degree to which the offeror’s solution is achievable without disruption of schedule, degradation of performance, and/or increase in costs.

Sub-factor 1: Organizational Structure

The Government will evaluate each offeror’s organizational structure to determine if the company’s management and administrative organization meets the Government’s needs. Additionally, the Government will evaluate the offeror’s subcontract management plan to determine the offeror’s ability to meet solicitation requirements based on its subcontracting agreements. Each offeror’s proposal to this factor shall comply with the instructions in Section L.11.4.1.

28. Section M.4 (MBOSS Principal Task Area) (Ref # 263)

This section has been amended to reflect the MBOSS Principal task area requirement.

The Government will evaluate the offeror’s recent and relevant corporate past/present performance for contracts similar in size, scope, and complexity to that contemplated by the solicitation. Offerors will be evaluated based on their performance in the areas of Quality/Performance, Budget Control, and Schedule. Additionally, the Government will evaluate the offeror’s ability to provide program/project management support, perform analysis/studies, and implement process improvements. (Note: The MBOSS principal task area does not have an EVMS requirement).

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