Section J - Section L.13 Record Retention Guidelines for IRS Web Portal Acquisitiion Request for Proposals.doc

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Managed Services for Internal Revenue Service (IRS) Enterprise Portals
Solicitation number
TIRNO-09-R-00051
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Section J L.13 Records Retention Guidelines

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Amendment 0005.rtf RTF text file
Amendment 0004.rtf RTF text file
Managed Services for IRS Enterprise Portals Solicitation Amendment 0004.rtf RTF text file
Section J - Section B Attachment - B.1 PRICE BOOK.xls XLS spreadsheet
Section J - Section B Attachment - B.3 TASK ORDER PRICING SHEET.xls XLS spreadsheet
Managed Services for IRS Enterprise Portals Solicitation Amendment 0002.rtf RTF text file
Amendment 0003.rtf RTF text file
Responses to Vendor Questions TIRNO09R00051.xls XLS spreadsheet
Section J - Section B Attachment - B.1 PRICE BOOK.xls XLS spreadsheet
Section J - Section L.6 Attachment IRS.gov Applications.doc DOC document
Section J - Section L.2 Attachment Website Help Desk Task Order Performance Work Statement Updated 2-24-10.rtf RTF text file
Section J - Section L.8 Attachment Past Performance Survey.rtf RTF text file
Section J - Section L.7 Attachment Past Performance Reference Form.rtf RTF text file
Section J - Section L.4 Attachment Web Application Services Task Order Performance Work Statement.rtf RTF text file
Section J - Section L.5 Attachment Program Management Integration Services Task Order Performance Work Statement.rtf RTF text file
Section J - Section L.3 Attachment Web Operations Task Order Performance Work Statement.rtf RTF text file
Section J - Section L.11 Attachment SDB Target Form.doc DOC document
Amendment 0002.pdf PDF
Section J - Section L.12 Attachment SDB Target Identification List Form.doc DOC document
Responses to Vendor Questions TIRNO09R00051.xls XLS spreadsheet
Managed Services for IRS Enterprise Portals Solicitation Amendment 0002.rtf RTF text file
Section J - Section L.9 Attachment Subcontracting Plan.doc DOC document
Managed Services for IRS Enterprise Portals Solicitation Amendment 0001.rtf RTF text file
TIRNO09R00051-A0001 1 .pdf PDF
Bidders_Library_List.doc DOC document
Section J - L.2.6 WebSite Helpdesk Appendix E_Telephone Threats_v4.0.rtf RTF text file
Section J - L.2.2 WebSite Helpdesk Appendix B_Canned Responses_v4.0.rtf RTF text file
Section J - Section L.7 Attachment Past Performance Reference Form.rtf RTF text file
Section J - Section L.4 Attachment Web Application Services Task Order Performance Work Statement.rtf RTF text file
Section J - Section B Attachment - B.2 LABOR CATEGORY DESCRIPTIONS.xls XLS spreadsheet
Section J - Section L.1 Attachment - THE DEPARTMENT OF TREASURY EARNED VALUE MANAGEMENT GUIDE.rtf RTF text file
Section J - Section L.9 Attachment Subcontracting Plan.doc DOC document
Section J - L.2.11 Website_Helpdesk_AppendixJ_TO SPECIFIC CLAUSES.rtf RTF text file
Section J - L.2.3 WebSite Helpdesk Appendix C_OMB Package_v4.0.rtf RTF text file
Section J - L.2.10 WebSite Helpdesk Appendix I_CSS_V4.0.rtf RTF text file
Section J - L.2.9 WebSite Helpdesk Appendix H_PhoneRefs_v4.0.rtf RTF text file
Section J - L.2.4 WebSite HelpDesk Appendix D_PII_v4.0.rtf RTF text file
Section J - Section H Attachments H.1 H.2 H.3 H.4.rtf RTF text file
Section J - Section B Attachment - B.4 GENERAL FINANCIAL ORGANIZATION INFORMATION.rtf RTF text file
Section J - Section L.2 Attachment Website Help Desk Task Order Performance Work Statement.rtf RTF text file
Section J - Section B Attachment - B.1 PRICE BOOK.xls XLS spreadsheet
Section J - L.2.7 WebSite Helpdesk Appendix F_Analysis Reports_v4.0.rtf RTF text file
Section J - Section L.3 Attachment Web Operations Task Order Performance Work Statement.rtf RTF text file
Section J - L.2.1 WebSite Helpdesk Appendix_A_Look and Feel of Chat_v4.0.rtf RTF text file
Section J - Section F Attachments F.1 F.2 F.3 F.3.1.rtf RTF text file
Section J - Section H Attachment - H.5 Award Fee Plan.doc DOC document
Section J - Section L.6 Attachment IRS.gov Applications.doc DOC document
Section J - Section L.8 Attachment Past Performance Survey.rtf RTF text file
Section J - L.2.8 WebSite Helpdesk Appendix G_Forecast_v4.0.rtf RTF text file
Section J - Section L.5 Attachment Program Management Integration Services Task Order Performance Work Statement.rtf RTF text file
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Section J, Attachment L.13: Records Retention Guidelines for IRS Web Portal Acquisition Request for Proposals

Offerors are requested to use the following record retention guidelines for their proposed solutions. IRS may alter these retention periods after contract award based on the National Archives and Records Administration (NARA) and E-Government Act 2002 guidance.

Record Type
Frequency of Archival
Retention Period
Security Audit and Event Logs
Weekly
6 years
Help Desk Reports
Weekly
3 years
Help Desk Contact Logs
Weekly
5 years
Help Desk e-mails and chat Logs
Weekly
3 years
Help Desk call recordings
Daily
1 year
HTML-Encoded Pages, and PDF files
As contents are published.
5 years
Copyrighted Web content (graphics, etc.), including copyright agreements (e.g., Comstock usage agreement)
To be defined by Vendor
5 years
Additional content files, including code changes
As contents are published and applications are changed.
5 years
Comprehensive URL listing
Quarterly (4 times/year)
5 years
Infrastructure Operations Guide and Operations Records
To be developed during Build-out & Transition Phase and updated based on changes to the infrastructure.
5 years
Program operations records: Meeting minutes, status reports, change requests and other artifacts.
Weekly
3 years
Design Documents related to Web Content and Application Development
As created
5 years
Web Metrics Data and other Web traffic reports
Monthly
3 years
Snapshots of site at go live, major redesign and at regular intervals
Minimum Yearly but open to the Offeror’s proposal.
5 years

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