Solicitation_TIRNO-12-R-00027.doc

SOLICITATION, OFFER AND AWARD

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2. CONTRACT NUMBER

TIRNO-12-

3. SOLICITATION NUMBER

TIRNO-12-R-00027

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

5. DATE ISSUED

June 8, 2012

6. REQUISITION/PURCHASE NO.

7. ISSUED BY

CODE

CODE 20745001

Internal Revenue Service

6009 Oxon Hill Road, Suite 500

Attn. Robin Johnson

Oxon Hill, MD 20745 IRS Procurement

6009 Oxon Hill Road, 5th Floor

Oxon Hill, MD 20745

NOTE: In sealed bid solicitations “offer” and “offeror” mean “bid” and “bidder”

SOLICITATION

9. Sealed offers in original and 1 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 Block 8 until 4:00P M (Hour) local time July 09, 2012 (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:

NUMBER

202-283-1111

EXT.

Robin.Johnson2@irs.gov

11. TABLE OF CONTENTS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

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

(The offeror acknowledges receipt of amendments to the

SOLICITATION for offerors and related documents numbered and dated):

15A. NAME

AND

ADDRESS

OF

OFFEROR

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

OFFER (Type or print)

TO ALL OFFERORS

ADDRESS IS DIFFERENT FROM ABOVE -

ENTER SUCH ADDRESS IN SCHEDULE.

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)

24. ADMINISTERED BY (If other than Item 7)

25. PAYMENT WILL BE MADE BY

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.

AUTHORIZED FOR LOCAL REPRODUCTION

STANDARD FORM 33 (Rev. 9-97)

Previous edition is unusable Prescribed by GSA – FAR (48 CFR) 53.214(c)

SUPPLIES OR SERVICES AND PRICE/COST

SECTION B

SCHEDULE OF PRICES

1. CONTRACT TYPE

The proposed requirement is recommended as a competitive 8(a) award. The contract will be prepared and awarded in accordance with FAR Part 15 and 19. The Government will establish a single Indefinite Delivery Indefinite Quantity (IDIQ) type contract resulting from this solicitation that provides the best value solution to the Government. "Best value" means the expected outcome of an acquisition that, in the Government's estimation, provides the greatest overall benefit in response to the requirement.

This IDIQ contract will have Firm Fixed Labor Rates and task orders that may be issued as Firm Fixed Price or Labor Hour Task Orders.

The IRS requirements and services for consulting services are critical to our mission and are required to continue based on any procurement circumstances that may concur. Based on the information above, this 8(a) contract was approved for one base year and four option years to continue the services that are required for our mission

MINIMUM REQUIRMENT

In the first fiscal year in which the IDIQ contract is awarded, the Government will order, at a minimum, $250 of service hours in the base year of this contract. During the life of this contract, the Government will have the right to order, and the Contractor shall be obligated to deliver to the Government, services required for the (CLIN’s) listed in Section B of this contract.

The Period of Performance is as follows: (The Period of Performance dates may change based on the actual award date of this IDIQ which will include a total of one base year and four one year option periods).

Based Period:

October 01, 2012 through September 30, 2013

Option One:

October 01, 2013 through September 30, 2014

Option Two:

October 01, 2014 through September 30, 2015

Option Three:

October 01, 2015 through September 30, 2016

Option Four October 01, 2016 through September 30, 2017 TRAVEL PRICING (All Task Orders)

2. Travel and per diem costs will be reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46. Profit/fee will not be applied to travel costs. The contractor may apply indirect costs to travel in accordance with the Contractor’s usual accounting practices consistent with FAR 31.2. If applicable, a not-to-exceed travel amount will be identified under a separate CLIN on each task order. (See section 13 of the PWS for additional information on Travel).

LABOR CATEGORY

3. The offeror’s cost will include fully loaded hourly labor rates for each Labor category utilizing the labor category descriptions specified in Section II of this RFP. Each offeror will also price fully loaded hourly labor rates for each year of this IDIQ performance in accordance with each offeror’s normal accounting practices.

PRICING

4. In accordance with FAR 16.202, Firm Fixed Price Contracts, this contract provides for a price that is not subject to any adjustment on the basis of the contractor’s cost experience in performing the contract. This contract type places upon the contractor maximum risk and full responsibility for all costs and resulting profit or loss.

TRANSITION OF PERFORMANCE

5. Contractor shall prepare a transition plan that enables the smooth transition of performance on the work requirements from one contractor to another. The transition plan will include milestones, risk analysis, mitigation strategies and any other factor needed to ensure the work is properly transitioned from one contractor to the next. Transition period should not exceed 60 days. IRS project managers will provide guidance to new contractors regarding project delays, and report all delays impacting contract deliverable schedules and related activities to the COR and Contracting Officer.

JOINT VENTURE

6. Joint Venture is acceptable under this RFP. If additional information is required please see the SBA web-site at www.sba.gov.

SECTION B

CONSULTING SERVICES FOR MICROSOFT AND OTHER COMMERCIALLY-AVAILABLE IT

1. Base Period : October 01, 2012 through September 30, 2013

CONSULTING SERVICES FOR MICROSOFT AND OTHER APPLICATIONS

The contractor shall perform Consulting Services for Microsoft products and other Applications as required and specified in each task order placed under this IDIQ contract.

The contractor will also provide Microsoft Consulting Services that can be used to fulfill task order requirements under this contract to include Microsoft Corporation employees per the requirement listed separately in the individual task orders. This request shall be justified in each task order issued under this contract.

(a) PRICING FOR CONSULTING SERVICES NON MICROSOFT CORPORATION EMPLOYEES HOURLY RATES MUST BE CERTIFIED IN ACCORDANCE WITH THE STATEMENT OF WORK TERMS AND CONDITIONS.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Min / Max

Total s for this Base Year $__250____

(b)

PRICING FOR CONSULTING SERVICES MICROSOFT CORPORATION EMPLOYEE HOURLY RATES.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Assoc. Consultant

Max

Totals for this Base Year

Option Period One: October 01, 2013 through September 30, 2014 (a) PRICING FOR CONSULTING SERVICES NON MICROSOFT CORPORATION EMPLOYEES HOURLY RATES MUST BE CERTIFIED IN ACCORDANCE WITH THE STATEMENT OF WORK TERMS AND CONDITIONS.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

for Option Year I $__________

(b)

PRICING FOR CONSULTING SERVICES MICROSOFT CORPORATION EMPLOYEES HOURLY RATES.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Assoc. Consultant

Totals for Option Year 1 $__________

Option Period Two: September 30, 2014 through September 30, 2015 (a) PRICING FOR CONSULTING SERVICES NON MICROSOFT CORPORATION EMPLOYEES HOURLY RATES MUST BE CERTIFIED IN ACCORDANCE WITH THE STATEMENT OF WORK TERMS AND CONDITIONS.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

for Option Year 2 $__________ (b)

PRICING FOR CONSULTING SERVICES MICROSOFT CORPORATION EMPLOYEES HOURLY RATES.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Totals for Option Year 2 $__________

Option Period Three: October 30, 2015 through September 30, 2016 (a) PRICING FOR CONSULTING SERVICES NON MICROSOFT CORPORATION EMPLOYEES HOURLY RATES MUST BE CERTIFIED IN ACCORDANCE WITH THE STATEMENT OF WORK TERMS AND CONDITIONS.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Totals for Option Year 3 $__________

(b)

PRICING FOR CONSULTING SERVICES MICROSOFT CORPORATION EMPLOYEES HOURLY RATES.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Totals for Option Year 3 $__________

Option Period Four: October 30, 2016 through September 30, 2017 (a) PRICING FOR CONSULTING SERVICES NON MICROSOFT CORPORATION EMPLOYEES HOURLY RATES MUST BE CERTIFIED IN ACCORDANCE WITH THE STATEMENT OF WORK TERMS AND CONDITIONS.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Total Option Year 4

.(b)

PRICING FOR CONSULTING SERVICES MICROSOFT CORPORATION EMPLOYEES HOURLY RATES.

Maximum Hours Fully Loaded Hourly Rate

IRS Fully Loaded Discount Hourly Rate

Extended Total ($)

Totals for Option Year 4 $__________

SECTION C

Performance Work Statement (PWS)

User and Network Services (UNS) Consulting Services for Microsoft and Other Commercially-available IT

PROCUREMENT SENSITIVE

Section 1 Background, Organizational Structure and Laws

1.1 Background

Modernization and Information Technology Services (MITS) administers and manages the overall Internal Revenue Service (IRS) information technology system enterprise wide and is held accountable and responsible for the entire Information Technology (IT) operation in a secure and safe environment in compliance with all Federal government policies, laws, and regulations.

The IRS has a need for Consulting Services that focus on Microsoft and other IT; i.e., Adobe, Blackberry, CISCO, IRS customized applications, etc., to ensure that we continue to deliver the highest quality of service to the American Taxpayer assisting them in meeting their tax responsibilities in the most expedited effective way possible. IRS requires external technical consulting expertise to provide advice and consultation to its internal process owners, customers and stakeholders to ensure that its IT architectural plans, IT projects, solutions, and strategic initiatives are fully leveraged utilizing Microsoft and other IT and tools for the present and the future.

1.2 MITS Organizations

There are eleven functions within the MITS organization: of which nine manage the Consulting Services for Microsoft and other Applications for the IRS customers:

Office of the Chief Technology Officer - Has primary executive responsibility for managing the MITS organization.

Applications Development - (AD) collaborates with its MITS partners to provide integrated software solutions that align with the business priorities of the Internal Revenue Service. Specific focus areas for AD include delivering applications for the Modernization Vision & Strategy (MV&S), delivering applications to support the filing season, and maintaining legacy technology systems.

Customer Account Data Engine (CADE 2) Program Management Office - The mission of the CADE 2 Program is to provide state-of-the-art individual taxpayer account processing and data-centric technologies.

Cybersecurity - is responsible for ensuring IRS’s compliance with Federal statutory, legislative and regulatory requirements governing measures to assure the confidentiality, integrity and availability of IRS electronic systems, services and data. Cybersecurity manages the IRS's IT Security program in accordance with the Federal Information Security Management Act (FISMA); performs assessments of risks; tracks compliance; identifies, mitigates and monitors cyber security threats; identifies disaster recovery-related vulnerabilities and develops remediation recommendations; determines strategy and priorities; and, monitors security program implementation.

User and Network Services (UNS)– has a dual mission: (a) is responsible for acquiring, distributing, installing, testing, maintaining and supporting desktop, laptops, printers and software located globally. Manage the performance of services to analyze, implement, install, evaluate, document, integrate, secure and provide IT support to end users; and (b) is responsible for managing the design and engineering of the IRS telecommunications environment, including development of long-range enterprise networks strategy and management of telecommunications projects in support of current and future business initiatives.

Enterprise Operations - manages and administers the mainframes and servers to all IRS functions and their customers.

Enterprise Services (ES) - serves as the home of IRS's chief architect - Enterprise Architecture (EA) and engineering organizations. ES also supports the IRS mission by providing solutions to help manage information technology investments.

Strategy & Planning - manages the financial management, strategy and capitol planning, and requirements & demand management IT functions. The Offeror/Contract Management reports to the Requirements & Demand management function and oversee all above simplified threshold IT contracts for IRS.

Equal Employment Opportunity & Diversity - ensure the rights of all employees and prospective employees to work and pursue advancement on the basis of merit, ability and potential, and provide a work environment free from discrimination based on race, color, national origin, sex, age, disability, religion, retaliation/reprisal, or sexual orientation.

Management Services - provides direction in all strategic matters relating to the design, development, delivery, and evaluation of wide-ranging human resources programs that effectively services its customers and contributes to the MITS Services overall mission.

Two additional IRS’s functions that are critical to the success of all acquisitions are:

Agency Wide Share Services - houses the IRS Procurement function of which the Contracting Officer serves as the only legal liable government official authorized to bind the federal government to any contract. The Contracting Officer has ultimate responsibility for managing the overall acquisition process and executing contracts.

Human Capital Office (HCO) houses the Personnel Security Services responsible for conducing National Background Investigation checks. For all contractors assigned to government contracts in accordance with law and policy.

1.3 Relevant Federal Government Acquisition Laws

There are specific laws and regulations that bind our IT investments to ensure compliance is established government-wide in addition to internal IRS laws, regulations and policies. Some of those include:

· Federal Acquisition Regulations (FAR)

· Competition in Contracting Act 1984 (CICA)

· Federal Information Security Management Act of 2002 (FISMA)

· The E-Government Act of 2002

· Clinger-Cohen Act of 1996

· American Recovery and Reinvestment Act of 2009

· Section 508 of the Rehabilitation Act of 1983, per the 1998 Amendments

There are other federal government laws, policies, regulations that govern our responsibility for IRS IT investments, processes and procedures.

2.0 Section 2: Mission, Core Values and Goals

MITS is committed to our mission, core values and goals to ensure the delivery of quality products and services that meet our customers’ needs to their satisfaction with the highest degree of quality and industry standards.

Mission:

Deliver IT services and solutions that drive effective tax administration to ensure public confidence

Core Values:

Service, Teamwork, Respect, Integrity, Partnership, Excellence

Goals:

Improve Service, Deliver Modernization, Increase Value, Assure the security and resilience of IRS information systems and data.

3.0 Section 3: Objective and Scope of Work

3.1 Objective

The objective of this Indefinite Delivery Indefinite Quantity contract is to provide Consulting Services for Microsoft and other commercially-available IT for the IRS Information Technology (IT) infrastructure. The nature of the IDIQ provides contract support services to include the Department of the Treasury, IRS, and other Treasury Bureaus’ Information Technology (IT) needs. Task orders will serve as the official document to procure services from this IDIQ; each task order will describe in detail the specific requirements including the information contained in this IDIQ.

This IDIQ will enable the IRS to maximize its IT enterprise performance, develop a positive return-on-investment (ROI) value, and formulate an IT strategic plan design to achieve the Service’s vision, core values and goals.

3.2 Scope of Work

The scope of this IDIQ is designed to enable IRS to develop and maintain its process modernization, governance development and the IT Architecture development and planning projects. Contractors will provide advice, support and consultation related to:

· Microsoft and other commercially-available IT needed to support ITIL, Infrastructure application lifecycle, server virtualization, disaster recovery, business resumption, business process support, etc.

· Platform Rationalization to assess the IRS’s current IT environment,

· Identifying overlapping functionality, improving data transparency, aligning business priorities to justify IT investments and expenditures,

· Risk involved by providing modernization assessments on technical feasibility, costs and roadmaps for architecture transformation,

· Technical feasibilities of future technologies, i.e., Cloud computing, etc.

· Knowledge base databases to product teams and software developers about facilitation of seamless migration from existing Microsoft and other technologies to future product releases.

· Information about source codes that impact current and emerging Microsoft architectural technologies to ensure proactive IRS planning,

· Training curricula on new and emerging technologies required to manage existing Microsoft and other commercially-available IT impacted products.

· Access to knowledge base teams and information to meet IRS future IT product and services requirements.

· Assist IRS Business Units with modernization of their business processes and applications including development and implementation of new, existing, emerging and non-emerging technologies.

Section 4 Contractor Furnished Items and Services The Contractor shall provide all management and supervision, administrative support, staffing, planning, scheduling, procuring, assembling, tracking, provide economical and efficient performance and reporting for all items or services required by the contract and/or task order. The contractor’s invoice for each task order shall show cost/expense per each requirement identified in each task order.

The contractor shall also provide resources that to fulfill task order requirements under this contract to include Microsoft Corporation employees per the requirement listed separately in the individual task orders. The contractor shall maintain a management structure with overall task order control and authority for the performance of the work. At a minimum, the contractor’s management structure shall be responsible for the following throughout the life cycle of each task order:

(a) Deploying a technically proficient and professionally capable staff;

(b) Ensuring problems are minimized and potentially unavoidable problems are reported to the IRS staff identified in each Task Order. Problems are resolved with minimal disruption to the activities performed under the task order;

(c) Obtaining continuous feedback on performance from appropriate Government personnel specified in the task order and disseminating feedback to contractor personnel on all areas of task order performance;

(d) Continual monitoring the quality of all products and services provided for purposes of identifying and implementing performance improvements,

(e) Ensuring that all resources necessary to perform the order are identified with clearly defined roles and deployed on schedule.

(f) Ensuring that all contractors involved with this IDIQ understand the terms of each relevant task order and are held accountable for complying with all related federal government laws, regulations, policies and processes.

The contractor shall have a management plan with which to manage all Consulting Services for Microsoft and other commercially-available IT-related work. This plan shall provide appropriate program and project management information and reporting systems to define program and project costs, schedules, risks and deliverables. The contractor shall maintain and update the plan and make changes as necessary and dictated by each task order. The performance of task orders pursuant to this IDIQ shall be in accordance with the contractor's best corporate business practices as set forth in the contractor's proposal and accepted in the IDIQ.

The Contractor shall apply a proven portfolio and project management methodology based on industry standards and best practices to meet the needs and requirements of the IRS. The contractor shall ensure complete, consistent, and ongoing compliance with the Federal Desktop Core Configuration (FDCC), Federal Enterprise Architecture (FEA), and as required, the Federal and Capital Planning and Investment Control (CPIC) requirements.

Section 5 Consulting Services for Microsoft and other offeror technologies Specific Requirements

Consulting Services for Microsoft and other commercially-available IT can best be described as providing a full range of information technology consultation to include IT architecture and planning services; complex and non-complex architecture for new and emerging technologies, providing recommendations to technical experts and leaders that include solutions regarding infrastructure design, support development and implementation of new, existing, emerging and non-emerging technologies. Consultants will recommend the appropriate type of training for users of new, existing, emerging and non-emerging technologies; application development of emerging and non-emerging technologies; Enterprise Desktop deployment; specialized industry solutions, and core infrastructure optimization.

5.1 Orientation Meeting - Requirement 1 (for each task order)

5.1.1 IRS will host an orientation meeting which will be attended by the contractor and all relevant key personnel to discuss the implementation of the contractor’s proposal and to ensure understanding of the performance work statement (PWS). The IRS and the Contractor shall collaborate on the planning of the overall project to include approach, methodology, and prior work performed relevant to a task order issued under this contract. The project initiation includes on boarding of support contractor personnel, review and update of project management plans and schedules for the effort.

Key activities include, but are not limited to:

1. On board contractor personnel (i.e. initiation of background investigation process, signing disclosure statements, assignment of IRS escorts, review of the performance plan, etc.). (IRS and Contractor).

2. The contractor shall provide a Quality Assurance Surveillance Plan (QASP) for the IDIQ which focuses on the quality, quantity, timeliness, etc. of the performance outputs to be delivered by the Contractor but not on the steps required or procedures used to provide the product or services.

3. Contractor shall develop and maintain a Work Breakdown Structure (WBS), as required in the task order.

4. Contractor shall provide a charter of the contractor’s proposed plan as required by the Work Breakdown Structure (WBS).

5. Contractor shall develop the schedule of significant activities to implement the PWS requirement (projected timeframes). This includes a schedule of projected travel plans and the development of a travel expense budget report to include locations and estimated timeframes and provided to the COR for approval.

6. IRS will provide information about IRS staff, resources and timeframes for access to the Contractor to be incorporated in the schedule.

7. Contractor shall collaborate with IRS on the process for drafting, reviewing, finalizing and delivering reports, meeting notes, presentations and subordinate WBS as required.

8. Contractor shall prepare a transition plan that enables the smooth transition of performance on the work requirements from one contractor to another. The transition plan shall include milestones, risk analysis, mitigation strategies and any other factor needed to ensure the work is properly transitioned from one offeror to the next. Transition period should not exceed 60 days. IRS project managers will provide guidance to new contractors regarding project delays, and report all delays impacting contract deliverable schedules and related activities to the COR and Contracting Officer.

Deliverables-(reports, notes and forms can be distributed via secure email)

· Orientation Meeting Notes

· Quality Assurance Surveillance Plan (for IDIQ)

· Approved Travel Expense Budget Projection report

· Work Breakdown Structure (WBS) – baseline, modified and final (as required in the task order)

· Final Project Charter (as required in the task order )

· Activity Schedule document (may be included in WBS)

· Transition Plan (as required by task order)

· Required Minimum Background Investigation (MBI) forms and information

5.2 Business and Strategy Consultation - Requirement 2

1. The contractor shall provide a strategic business plan design to link IRS strategies, goals, mission, and core values for IT infrastructure enterprise-wide to world-class business operations, industry best practices, industry trends and analysis, and future IT technologies.

2. The contractor shall prepare an IRS profile that projects the technologies as: current state, assessment, performance gaps, standards and specific recommendations and strategies for moving current technology to a successful IT infrastructure integration that can be sustained in the future.

Deliverables - (copies can be distributed via secure email)

· IT Microsoft Technology and/or Other Technology Strategic Business Plan Report (number of copies to be determined by the task orders)

· IRS Profile

5.3 Advisory and Consultation Services - Requirement 3

IRS requires advisory and consultation on how to integrate current and future Microsoft and other commercially available IT to optimize and secure a vast IT infrastructure connected enterprise wide.

5.3.1 The contractor shall consult with the IRS management team on how to justify taxpayer dollars expended to ensure that IT investments: provide value, are well maintained, are ,properly disposed of,, comply with security policies, address and promptly resolve issues related to vulnerabilities and IT functions as intended. Contractor shall also report any other areas that impact IRS IT platforms.

5.3.2 The contractor shall provide advice on best practices to promptly implement disaster recovery procedures to effectively and efficiently ensure seamless business resumption activities. The contractor shall document the IRS IT platforms currently installed and the impact of installed IT on each other. Contractor shall provide an analysis with recommendations for ensuring the integrity of all installed IT products.

5.3.3 The contractor shall provide immediate consultation services regarding any unsolvable or problematic issues on IRS systems that create an interruption in critical business activities required to serve America’s taxpayers. The contractor shall conduct an analysis and advise the IRS on the IT architecture and planning activities that create risk, and potentially interrupt business activities to ensure all related gaps that exist are closed. The contractor shall analyze and provide advice on planned or unplanned organizational changes that impact IT platforms installed and maintained on IRS enterprise- wide systems. The contractor shall recommend solutions for mitigating impact.

Deliverables - (copies can be distributed via secure email)

· Business Value from IT investments Report

· Meeting Presentation to IRS Management

· Problem Resolution or Improvement Report(s)

· Gap Analysis and Recommendation Report

5.4 Project Initiatives and Advisory – Requirement 4

IRS goals focus on world class architecture and transformation and require feedback related to IT installed products on current initiatives, designs and ‘in-progress transformation’ activities.

The contractor shall develop a transformation plan to be communicated to IRS stakeholders and clients to ensure project continuity among the various IRS functions and incorporate new and industry standard technical methodologies that allow IRS IT technology to smoothly transition to the next generation of IT.

Deliverables - (copies can be distributed via secure email)

· IT Architecture and Transformation Communication report

· Meeting presentation in power point to IRS management

5.5 Other Areas of Consulting- Requirement 5

The contractor shall provide advice and consultation in the specific areas as indicated in the task orders and shall provide knowledge, skills and abilities as follows:

Design, develop and/or recommend a methodology to deliver services in the following key areas:

· Strategic portfolio planning

· Software and hardware lifecycle management

· Program, project, and resource management

· Federal Enterprise Architecture

· Security and privacy compliance and oversight

· IT requirements management

· Governance, risk, and compliance

· Compliance with Information Technology Infrastructure Library (ITIL), the Project Management Institute (PMI) Project Management Book of Knowledge (PMBOK), and other best-practice frameworks

Provide knowledge in the application of the Information Technology Infrastructure Library (ITIL) and the Project Management Institute (PMI) Project Management Book of Knowledge (PMBOK) and its relationship to IRS installed IT.

Provide Enterprise Strategy Consulting services:

· Enterprise Strategy Consulting expertise using Microsoft technologies and toolsets to recommend best practices and assist with IT planning and architecture activities, solutions and concepts. Contractor shall provide Consulting Services for Microsoft and other commercially-available IT support to IA&E with technical consulting on all aspects of solutions concepts, logical and physical designs of Infrastructure common services. Knowledge includes capacity planning, disaster recovery, local and wide area networks, virtualization, network addressing and protocols, backup and recovery, hardware, software, migration, deployment plans, implementation and transition. Also includes application development, product configuration, prototyping, test and evaluation within IRS enterprise environments (development, test and production) or 3rd party test facilities, server and client desktop computing environments of Exchange Server, Office Productivity Suite, Windows Server (2003, 2008,2012), SQL databases, XP, Windows 7, Rights Management, System Center, and other Microsoft technologies as well as other commercially-available technologies used by IRS (such as Adobe and Blackberry).

· Provide Platform Rationalization - Identify ways to rationalize IT infrastructure, reduce overlapping application functionality, improve data transparency; maximize IRS existing investment in technology to fully leverage all capabilities to enable innovation despite reductions in IT spending. This includes IRS enterprise scalable unified communications infrastructure. Services includes support for integrating collaboration technologies such as e-mail, calendaring, web conferencing, and instant messaging with communication tools such as office telephones, mobile devices, voice messaging, audio and video technology.

· Recommends Architecture Transformation – Recommend methods to meet IRS goals: to mitigate architectural risk, maximize interoperability, and drive increased business alignment and value from the IRS architecture. Provide architecture assessment & discovery, alignment mapping to organizational priorities, interoperability design and justification and an Implementation Roadmap.

· Perform Enterprise Planning - Evaluate product needs and comparative analysis, and design of an enterprise, including design reviews, business case reviews, Return on Investment (“ROI”).

· Perform Enterprise Assessments – Evaluate the enterprise strategic plan, technical architecture, application architecture, operational framework, and software development discipline.

· Provide support for Enterprise Architectures - IT and application architectures, including models and standards for application design and integration, planning assistance with domain and security strategies, server deployment, system management, and database design.

· Provide Implementation Planning –Weigh IT options against EA, development, organizational, supportability and costs impacts in order to make build-versus-buy and Commercial-Off-The-Shelf (“COTS”) implementation planning recommendation.

· Provide Business and IT Strategic Analysis - Conduct Business and IT Strategic Analysis to ensure that IT decisions and funding offer increased return on investment and better align with IRS strategic business goals.

· Provide Legacy Application Modernization Planning - Recommend cost-effective methods for modernizing legacy applications with Microsoft technology.

· Recommend Disaster Recovery Planning - Recommendations for re-establishing network and database services, and full business resumption

· Assess IT Portfolio Management – Assess IRS Microsoft and other commercially-available IT applications and project portfolios to ensure that these portfolio assets are providing cost effective solutions that support specific IRS business goals.

Evaluate advanced Microsoft and other Commercially-available IT for use at the IRS and develop Proofs of Concept for new IT systems and capabilities involving IT installed products at the IRS. The Proof of Concept shall demonstrate the feasibility of new systems and test integration with the larger IRS IT environment. Contractor shall also visualize new system capabilities, and make recommendations for complying with the IRS Enterprise Architecture. Contractor must comply with Section 508 when developing Proof of Concepts under this IDIQ. The IRS reserves the right to test all Proof of Concept tasks for the Section 508 compliance level. Proof of Concept includes commercially available and Microsoft IT related to, but not limited to:

· Product solutions,

· Minicomputer-based solutions such as Sun Microsystems Commercial-off-the-shelf (“COTS”) and Government-off-the-shelf (“GOTS”) solutions,

· Solutions on .Net platform

· Solutions in Java, C# and other state-of-the-art programming languages (identified by IRS in Task Order)

· Business intelligence and/or data warehousing platforms,

· Identity and access management,

· Single sign-on,

· Windows desktop solutions

Support IRS in identifying, evaluating, developing, prototyping and implementing advanced Microsoft and other commercially-available IT that links IT infrastructure to the MITS mission efficiently and effectively.

Specific services include, but are not limited to:

· Architectural Design Sessions

· Requirements Analysis/ Envisioning Sessions

· Solution architecture and design

· Rapid prototyping and solution implementation

· Human-computer interaction design

· Prototype review and Joint Application Development (“JAD”)

· Advanced technology identification, evaluation and implementation

· System integration prototyping, testing and implementation

· Business process re-engineering of processes affected by new solutions

· Modernization visioning, planning, architecture, prototyping, migration and implementation

· Prototyping, proof of concepts, analysis, design, development, migration, implementation and deployment of solutions such as, portals, business intelligence, data warehousing, applications, infrastructure systems, and security.

· Portal technology consulting - including incorporating related web portal technologies such as Windows Server operating systems, SharePoint, SQL databases, IIS, .Net framework, Domain Name Services, and secure communication protocols. This consulting includes portal fall-over, redundancy, and high availability, load balancing, security, authentication, directory services, server affinity, session database and auditing.

Provide Consulting Services for Microsoft and other commercially-available IT products regarding Systems Implementation Services for IRS to implement new operational systems and capabilities that support the IRS mission. These Systems Implementation capabilities include, but are not limited to:

· Envisioning Sessions

· Architectural Design Sessions

· New Software Application Integration Services

· Customized Commercial Off-the-Shelf (“COTS”) and Government Off-the-Shelf (GOTS“) Implementation. Examples include MS Office 2007 and MS Office 2010, Service Center , Operations Manager (“SCOM”), Data Protection Manager (“DPM”), Office Groove, Rights Management Server, Office Communications Server (Lync), Exchange Server, Project Server, System Center Configuration Server, Virtual Server, System Center Virtual Machine Manager, Windows 7 operating System for Laptops and Desktops, MS Deployment Toolkit, MS Vista

· Microsoft Office SharePoint Server (“MOSS”) Implementations Services. Includes: architecting and engineering an integrated, secure, reliable, and cost effective and enterprise scalable SharePoint infrastructure. Services include support for content management, content publishing, records management, forms, workflow and business intelligence needs including search and indexing capabilities for people, documents, and data. Additional support services include integration capabilities with other legacy content management and workflow systems such as Documentation.

· Portal Implementation Services

· Business Intelligence Implementation Services

· Data Warehouse Implementation Services

· Hardware Deployment Services

· Infrastructure Implementation Services: Including Network, Exchange, Active Domain and other core infrastructure technologies.

· Documentation Services

5.6 Performance Standards

The Contractor shall comply with the performance standards established in the “Performance Requirements Summary” (PRS), Attachment 1.

Section 6 Contract Usage by the Department Of Treasury and Its Bureaus

The United States Treasury and its Bureaus may utilize this IDIQ to acquire Consulting Services for Microsoft and other Applications with the permission of IRS Procurement. In such a case, the requesting Department or Bureau will provide its own staff for Federal Government roles identified herein as IRS.

6.1 Treasury Bureaus

The Alcohol and Tobacco Tax and Trade Bureau (TTB)

Bureau of Engraving and Printing (BEP)

Bureau of the Public Debt

Community Development Financial Institution (CDFI) Fund

Financial Crimes Enforcement Network (FinCEN)

The Financial Management Service (FMS)

Treasury Inspector General for Tax Administration (TIGTA)

Internal Revenue Service (IRS)

Office of the Comptroller of the Currency (OCC)

Office of Thrift Supervision (OTS)

U.S. Mint

Section 7 DELIVERABLES

7.1 Work Breakdown Structure - The contractor shall prepare and maintain a work breakdown structure (WBS) that provides for the accomplishment of key activities and deliverables for each task order. The contractor shall collaborate with IRS for any changes that need to be made at the orientation meeting and throughout the life of the contract or Task Order.

7.2 Monthly Status Reports - The contractor’s Project Manager shall provide a written monthly status report to the COR by the fifth day of each month for the previous month’s activities. Those activities shall include at least the following: (1) status of work performed for the time frame of the report (2) tasks completed during the reporting period (3) locations, number of people and names interviewed

(4) problems or constraints for completing any of the requirements (5) suggested solutions to problems or constraints (6) status of open items from previous report(s) (7) status of funding applied actual against projected and (8) status in the WBS.

7.3 All work products shall be developed using products designated as IRS standard: MS Office version (TBD) and MS Project as examples. The work products shall be provided to the IRS Project and Program Managers, Contracting Officer’s Representative (COR), and Contracting Officer (CO) for review and concurrence. Products developed by the contractor in accordance with this contract shall be IRS’s property. Contractors may acknowledge their role in the preparation and development of the products and services in accordance with this contract.

7.4 Contract Performance Working Group Meetings - The contractor shall convene monthly meetings with IRS to review contract performance. The contractor’s project manager, the IRS project manager, the IRS contracting officer, the IRS COR, and additional members as determined by the contractor and IRS will participate. The contractor shall provide feedback related to the contractor’s performance against the performance standards. IRS will provide feedback regarding the contractor’s performance as it relates to the standards described in the PRS. Changes to the standards, or problems impacting the performance of the requirements, risk mitigation, etc will be discussed. Minutes of each meeting must be recorded by the contractor and approved by the contractor project manager, the IRS project manager, the COR and/or CO. Non-concurrence with and discrepancies in the meeting notes will be notated by IRS within 5 working days of receiving the notes via email.

Deliverables: (See delivery Schedule dates in section 16.4 of this PWS)

· Monthly Status Report

· Up-to-Date Work Breakdown Structure (WBS)

· Project Plan Report

· Monthly Meeting Notes

Section 8 Lessons Learned and Close Out Report

8.1. The contractor shall prepare a report that describes the lessons learned from the task order. The contractor shall collaborate with the IRS lead and team to focus on specific collaboration interactions between the contractor and IRS that were positive as well as areas needing improvement.

8.2 The contractor shall prepare a final close-out report that provides an overall analysis of the key activities, funding and events that occurred within the period of performance. IRS must concur for the report to be considered acceptable. In the event that the task order expires and the work identified on the WBS is not completed, the contractor shall also detail the last activities and deliverables submitted.

Deliverables (See Delivery Schedule dates in section 16.4 of this PWS)

· Lessons Learned Report

· Close Out Report

Section 9 Quality Assurance:

9.1 The contractor shall comply with the Quality Assurance Surveillance Plan (QASP), which will serve as the basis along with the Performance Requirement Summary (PRS) in Attachment 1, by which the contractor’s performance under this IDIQ and the task orders will be evaluated. IRS surveillance of the task orders will be conducted according to the performance standards listed in the Performance Requirement Summary.

Section 10 Contractor Past Performance

IRS will conduct mid-term and final evaluations of contractor’s performance. In accordance with the FAR, the final results will serve as the contractor’s “past performance” to be posted to the Past Performance Information Retrieval System (PPIRS) in accordance with Procurement policies and procedures.

Section 11 Contractor Personnel

Program Manager

The contractor shall identify a Program Manager (“PGM”) by name, who shall serve as the primary interface and point of contact with the IRS program…