Managed Services for IRS Enterprise Portals Solicitation.rtf

OMB Control No. 1505-0081

SOLICITATION, OFFER AND AWARD

1. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700)

RATING

2. CONTRACT NUMBER

3. SOLICITATION NUMBER

TIRNO-09-R-00051

x

4. TYPE OF SOLICITATION

Negotiated (RFP)

NEGOTIATED (RFP)

5. DATE ISSUED

08/27/2009

6. REQUISITION/PURCHASE NO.

Q-0-QU-3K-ES-S00 000

7. ISSUED BY CODE

IRS0088

8. ADDRESS OFFER TO (If other than Item 7)

CODE 20745003

Internal Revenue Service 6009 Oxon Hill Road, Suite 500

Oxon Hill, MD 20745

Internal Revenue Service Constellation Centre 6009 Oxon Hill Road Oxon Hill, MD 20745 NOTE: In sealed bid solicitations “offer” and “Offeror” mean “bid” and “bidder”

9. Sealed offers in original and 4 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in ________________ until 02:00 PM (Hour) local time 01/04/2010 (Date).

CAUTION LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME

B. TELEPHONE (NO COLLECT CALLS)

C. E-MAIL ADDRESS

COBB, RALAWNA

AREA CODE

NUMBER

202-283-0395

EXT.

11. TABLE OF CONTENTS

SEC.

DESCRIPTION

PAGE(S)

SEC.

DESCRIPTION

PAGE(S)

PART I - THE SCHEDULE

PART II - CONTRACT CLAUSES

X A

SOLICITATION/CONTRACT FORM

X I

CONTRACT CLAUSES

X B

SUPPLIES OR SERVICES AND PRICE/COST

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C

DESCRIPTION/SPECS./WORK STATEMENT

X J

LIST OF ATTACHMENTS

X D

PACKAGING AND MARKING

PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E

INSPECTION AND ACCEPTANCE

X K

REPRESENTATIONS, CERTIFICATIONS

X F

DELIVERIES OR PERFORMANCE

AND OTHER STATEMENTS OF OFFERORS

X G

CONTRACT ADMINISTRATION DATA

X L

INSTRS., CONDS., AND NOTICES TO OFFERORS

X H

SPECIAL CONTRACT REQUIREMENTS

X M

EVALUATION FACTORS FOR AWARD

OFFER (Must be fully completed by Offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____ calendar days (60 calendar days unless a different period is inserted by the Offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

10 CALENDAR DAYS

20 CALENDAR DAYS

30 CALENDAR DAYS

CALENDAR DAYS

14. ACKNOWLEDGMENT OF AMENDMENTS

AMENDMENT NO.

DATE

AMENDMENT NO.

DATE

(The Offeror acknowledges receipt of amendments to the

SOLICITATION for Offerors and related documents numbered and dated):

15A. NAME

AND

ADDRESS

OF

OFFEROR

CODE

00055905

FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

OFFER (Type or print)

TO ALL OFFERORS

TO ALL OFFERORS

TO ALL OFFERORS, WV 99999

15B. TELEPHONE NUMBER

15C. CHECK IF REMITTANCE

ADDRESS IS DIFFERENT FROM ABOVE -

ENTER SUCH ADDRESS IN SCHEDULE.

17. SIGNATURE

18. OFFER DATE

AREA CODE

NUMBER

EXT.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED

20. AMOUNT

21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4 copies unless otherwise specified)

ITEM

24. ADMINISTERED BY (If other than Item 7) CODE

25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER (Type or print)

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT -- Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Page B -

SECTION B – SUPPLIES OR SERVICES AND PRICES/COST

B.1 PURPOSE

The purpose of this contract is to acquire performance-based services for the provision of Managed Web Portal services for the Internal Revenue Service (IRS). This effort supports the framework and functionality of the IRS portals services utilized by the American Taxpayer, IRS Employees and Registered Users.

B.2 TYPE OF CONTRACT

This is a single, Indefinite Delivery, Indefinite Quantity (IDIQ) contract with a ten (10) year ordering period (5-year base period, 5 one-year options). The IRS has chosen to pursue an IDIQ contract to reduce lead time to award task orders and maximize the flexibility of selecting contract types appropriate to the specific tasks under consideration.

At the discretion of the Contracting Officer, the Government may use a variety of contract types under this contract, including: Firm Fixed Price (FFP), Fixed Price plus Award Fee (FPAF), and Time and Materials (T&M), or a combination thereof.

Each Request for Task Order Proposal (RFTOP) issued under this contract will identify the Government’s determination of contract type.

B.3 OVERVIEW OF PRICING

The Contractor shall submit a Price book completed with pricing schedules for Labor, Assets and Other Direct Costs (ODC). Section J, Attachment B.1 contains the excel spreadsheet to complete the rate book. The rate book shall serve as a list of the ceiling prices that the Government shall pay for any particular CLIN in any of the task orders issued under this contract.

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, assets and ODCs that are necessary to support requirements of this contract. These additional CLINs will be negotiated on a case-by-case basis. The additional CLINs proposed, upon determination by the Government that they are fair and reasonable, will be incorporated into the Price Book, Attachment B.1, by modification to this contract.

B.4 MINIMUM OBLIGATED AMOUNT

The IDIQ contract includes an initial obligation of funds in the amount of $25,000 to cover the minimum order guarantee. IRS is required to order and the Contractor is required to furnish the minimum order amount of services.

B.5 MAXIMUM CONTRACT CEILING

This is a single award IDIQ contract with an overall ceiling price of $320,000,000. The maximum aggregate dollar value of task orders awarded to the successful contractor cannot exceed the established contract ceiling.

B.6 DISCOUNTS

The offeror is encouraged to offer any and all discounts for supplies and services provided under future task orders for the managed web portals. The type or amount of discount may vary based on the circumstances of each particular task order and should be proposed in accordance with the Contractor’s pricing policies.

B.7 Most Favored Customer and Price Reductions

All prices under this contract shall be equal to or lower than the Contractor’s, including teaming partners’, and subcontractors’ most favored customer (unless otherwise agreed upon by the Government and the Contractor) as follows:

a) The Contractor shall reduce all CLIN prices included in this contract to be equal to or lower than prices paid by other commercial and Government customers for the same or similar line items.

b) The Contractor shall reduce prices for products and labor services under this contract to be equal to or lower than those paid by other commercial or Government customers for the same or similar services. At a minimum, all prices must be equal to or less than prices established under the General Services Administration (GSA) Federal Supply Schedule Program.

Price reductions shall be subject to the following conditions:

a) The Contractor shall propose all price reductions to the Contracting Officer and Program Management Office.

b) The proposed price reduction shall be effective on the first day of a given invoicing period following the government’s approval.

c) The proposed price reduction shall be applicable to all task orders.

d) Price reduction proposals shall include all contract pricing tables, and the effective date(s) of the price reduction. The Contractor shall provide all revised pricing tables in an electronic format (or formats) to be specified by the Government at the time of submission.

e) Should the Government execute a price reduction modification on a date after the proposed price reduction effective date, the price reduction shall be deemed to have occurred on the first day of the next invoicing period for that service, following the proposed price reduction effective date.

Price reductions will become effective beginning the billing period after the Government makes a written “Notice of Price Adjustment.” This written notice will be followed by a price reduction modification to the contract.

All contractor proposed price reductions must be agreed to by the Government. In some instances, the Government may not agree to the price reduction, especially if the proposed price reduction may result in incompatibility with other IRS systems. If the Contractor does not agree with the Government’s “Notice of Price Adjustment”, they shall provide a “Notice of Disagreement” to the Government within 30-days of receipt of the price adjustment notice. If agreement cannot be reached within five (5) business days after issuance of the “Notice of Disagreement,” the disagreement will be resolved in accordance with the provisions of the “Disputes” clause in Section I.1 (FAR 52.233-1).

B.8 CONTRACTOR BENCHMARKING

The IRS will apply program benchmarking methods in order to evaluate that: (a) program service levels are no less favorable than industry's best practices; and (b) program fees are no less favorable than the industry's best rates. The Contractor shall propose a programmatic benchmarking framework and process with the following minimum requirements:

Upon contract award, the Contractor shall retain an independent contractor to conduct an annual program benchmark study that shall enable the IRS to compare fees and service levels and to ensure IRS fees and service levels are comparable to current market rates and service levels for such services.

The program benchmark shall be conducted by an independent industry-recognized benchmarking service provider proposed by the Contractor and agreed to by the IRS. The benchmarking service provider shall: (i) be independent, (ii) have demonstrable and substantial experience in performing information technology benchmarks, (iii) have ready access to suitable peer level fee and service level data sources, (iv) agree to maintain the confidentiality of all data, and (v) have no conflicts of interest with respect to the contractor or IRS.

The program benchmark shall be conducted in a manner that is fully transparent to the IRS.

The benchmark service provider will suitably adjust all IRS data to facilitate relevant peer level fee and service level comparisons including factors such as: (i) geographic location of the peer companies, (ii) industry differences affecting information technology costs, (iii) economies of scale, (iv) workload and complexity aspects, (v) service level objectives, (vi) duration and nature of the contractual commitment, and (vii) overhead costs. Once peer level fee and service level data are adjusted and approved by the IRS, the adjusted peer data will be considered the programs accepted market-based standard for comparable services.

If the benchmark service provider reports that the Contractor’s aggregate fee is greater than 105% of the accepted market-based standard for comparable services (after adjusting for peer differences), then the Contractor shall incorporate reduced fee elements into all current and subsequent task order cost schedules such that IRS aggregate fees are at 100% of the accepted market-based standard for comparable services.

If the benchmark service provider reports that IRS service level standards, provided by the contractor based on the price charged for that service level, are materially below prevailing market standards (after adjusting for peer differences), IRS service level standards will be increased for all current and subsequent task order service level agreements to match applicable service levels contained in the benchmark results.

Prior to commencing a program benchmark, IRS and Contractor shall agree on the specific services to be included within the scope of the study. At a minimum, a benchmarking report covering the requirements identified above must be provided.

At IRS’ sole discretion, IRS may opt to forego the annual benchmark or some portion of the annual benchmark. Exercising this option in no way relieves the Contractor from providing future program benchmarks. All costs associated with the identified benchmarking process will not be separately priced within issued task orders.

B.9 FEES

Award Fees will be up to 10% of the aggregate total of all designated fixed price award fee (FPAF) task orders issued during an evaluation period.

TIRNO-09-R-00051

Page C - Section C - Statement of Objectives file_0.emf file_1.wmf

Internal Revenue Service

IRS Web Portal Acquisition Request for Proposals

Statement of Objectives

Version 6.0

January 12, 2010

Table of Contents HYPERLINK \l "_Toc251069061" 1. Introduction 3