Amendment_0001.C.12_INITIAL_TRANSITION_TASK_ORDER_PWS-20161020-V2.pdf

TIRNO-16-R-00026 IEP 1.5

SECTION J-ATTACHMENT C.12 INITIAL TRANSITION TASK ORDER PWS

Section C - DESCRIPTION/SPECIFICATIONS/ TRANSITION WORK STATEMENT

Table of Contents

Section C - DESCRIPTION/SPECIFICATIONS/ TRANSITION WORK STATEMENT 1

C.1. INTRODUCTION

C.3. TASK ORDER SCOPE OF WORK

Initial Transition and Service Areas C.3.1 IEP 1.5 Initial Transition

C.3.1.1 Orientation Briefing C.3.1.2 Task Description

C.3.2 Portal Service and Program Integration Services C.3.3 Portal Infrastructure Services C.3.4 Portal Web Hosting Services

C.3.4.1 Web Hosting Support C.3.4.2 Capacity Management C.3.4.3 Incident/Problem Management C.3.4.4 Monitoring C.3.4.5 Application Infrastructure Integration Services C.3.4.6 Configuration Management and Change Management C.3.4.7 Service Catalog C.3.4.8 Service Desk

C.3.5 Portal Security Services C.3.6 Portal Application Services

C.3.6.1 Contractor Application Level Services C.3.6.2 Web Content Management System Solution C.3.6.3 irs.gov Search C.3.6.4 Web User Analytic Data Collection Services

C.3.8 Skill Requirements C.3.9 Contract Type C.3.10 Travel

C.4 PERFORMANCE REQUIREMENTS, SERVICE LEVEL OBJECTIVES, AGREEMENTS, STANDARDS

AND SURVEILLANCE

C.4.1 Service Level Objectives/Service Level Agreements (SLO/SLA) C.4.2 Performance Requirements C.4.3 Performance Standards C.4.4 Surveillance

C.5 GOVERNMENT- FURNISHED PROPERTY (GFP)

C.6 GOVERNMENT – FURNISHED INFORMATION

C.7 REPORTS

C.8 ACCESS TO GOVERNMENT PROPERTY AND FACILITIES

Amendment 0001

APPENDIX A – DELIVERABLES

C.1. INTRODUCTION

The Contractor shall perform the one-time transition of the existing portals to the new IRS Integrated Enterprise Portal (IEP) environment (referred to as the IEP 1.5), into production operations. The Contractor shall transition and deploy all IRS created or acquired applications using libraries, services, and tools supported by the current IEP Contractor to IEP 1.5 hosting environments. This includes, but is not limited to, appropriate operating systems, databases, middleware, software tools, and managed services for application development, testing, and production operations.

C.2. TASK ORDER OBJECTIVES

The one-time Transition includes preparing for, testing, and successfully demonstrating the production readiness of all in-scope services including the physical facility, the Web Hosting and Operations environment, the integration of current applications and systems, the Content Management and Search solutions, and compliance with all of the Security and Privacy requirements listed in the IDIQ. The objectives for the Transition include the following:

Operational transition to the IEP 1.5 services from the current IEP services with no service interruptions.

IEP 1.5 Infrastructure provisioning as necessary to support the IEP 1.5 service levels for all IEP 1.5 services.

Successful migration of all IEP hosted applications and services to the IEP 1.5 environment.

Initial start of IEP 1.5 Operations and Maintenance (O&M) with the successful application deployment and IEP 1.5 O&M services delivery.

C.3. TASK ORDER SCOPE OF WORK

This work includes contractor support services necessary to provide all labor, hardware, software, equipment, materials, communications, facilities, and other necessary IT infrastructure to implement and deploy, the existing IEP websites in a Federal Information Security Management Act (FISMA) moderate secure environment, as well as its underlying technology infrastructure.

The IEP 1.5 Initial Implementation includes migrating IEP 1.5 Infrastructure and Managed Services and applications into the IEP 1.5 environment. The one-time implementation shall be completed within the constraints of the 12-month period of performance (9-month transition period and 30 - 90 days’ post-migration application support). During this time period, the Contractor shall coordinate with IEP application owners, the incumbent contractor and other IRS stakeholders to migrate all applications (including applications developed by the incumbent contractor).

Initial Transition and Service Areas

The activities address by this scope of work includes support for the Initial transition activities, and the following operational service areas including:

- Portal Service and Program Integration Services

- Portal Infrastructure Services

- Portal Web Hosting Services

- Portal Security Services

- Portal Application Services

C.3.1 IEP 1.5 Initial Transition

C.3.1.1 Orientation Briefing

Within two weeks of task order award, the contractor shall conduct an orientation briefing for the Government to initiate the communication process between the Government and contractor by introducing key task order participants, explaining their roles, reviewing communication ground rules, and assuring a common understanding of task order requirements and objectives.

The orientation briefing shall be held at the Government's facility and both parties shall mutually agree upon the date and time. The completion of this briefing shall result in the following:

• A discussion regarding the desired relationship between the government and the contractor, more specifically directed at a mutual exchange of knowledge and a sharing of responsibilities as the IRS determines appropriate.

• A discussion regarding the Quality Assurance Surveillance Plan (QASP) in order to answer any questions and concerns of the contractor.

• The contractor and government personnel who will perform work under this task order will be introduced, if needed.

• The government will show the applicable facilities to the contractor, if the contractor will be performing work at the government site, if needed.

• The government may provide any Government Furnished Property (GFP) to the contractor at this time.

• Any issues concerning the Minimum Background Investigation on contractor personnel will be discussed. The contractor shall demonstrate confirmation of their understanding of the work to be accomplished under this task order.

• The government will provide the contractor with report formats and delivery schedules for each report.

• The contractor shall provide the accounting period end dates.

C.3.1.2 Task Description

The contractor will be expected to create a service Transition Plan (TP) that establishes and documents the migration strategy/approach, and activities, to ensure a successful transition of the existing IEP services into the new IEP 1.5 service within the specified time. A condition of acceptance of the TP is a sign-off by all stakeholders impacted by transition. Transition Deliverables and Information Available to the IRS are identified in Appendix A Deliverables.

Application migration includes but is not limited to the following:

The Contractor shall migrate the existing applications into the new IEP 1.5 environments in accordance with the migration plan with no service outage and minimal interruption to existing stakeholder operations, meet or exceed current system performance, and meet IRS quality standards during and after migration.

The Contractor shall identify all transition requirements applicable to the IRS application owners and provide provisioned environments necessary for supporting development teams to begin application transition. The application owners will need the set of transition requirements and environments not later than 6 months before the scheduled transition completion date.

The Contractor shall provide post-migration application operations support for a finite time, (minimum 30 days), to ensure service continuity.

The Contractor shall provide regular status of transition sctivities, schedule, issues, etc.

in a Transition Status Report (TSR)

A list of Portal applications for migration into IEP 1.5 environments is outlined in Solicitation Section J, Attachment C.1, Updated Current State of the Portals and Help Desk Environments.

This identifies the subset of applications where the Contractor shall take over O&M responsibilities.

During the transition execution time, the Contractor is expected to provide ongoing status updates as agreed between the Contractor and the IRS as well as a Transition Status Report (TSP) to demonstrate service transition activities are following the TSP and are on track. The TSP shall include, at a minimum:

Project progress and schedule update with upcoming milestones

Risks and Issues encountered with associated mitigation strategies

Action item assignments and status.

After the completion of the service transition, the Contractor will be expected to:

Obtain a sign-off from all the stakeholders to demonstrate the service transition is complete and successful.

For each application that the contractor assumes O&M responsibility for, the Contractor will be expected to obtain a sign-off from business owner of the application and the incumbent contractor to demonstrate the application O&M responsibility transition is complete.

C.3.2 Portal Service and Program Integration Services

The contractor shall provide general programmatic support services in accordance with requirements in the IDIQ PWS Section C.3.1 and Constraints and Objectives in Section C.2 required for the migration and deployment of a fully compliant turn-key operation of IEP 1.5.

Portal Service and Program Integration Services Deliverables and Information Available to the IRS are identified in Appendix A Deliverables.

C.3.3 Portal Infrastructure Services

The Contractor shall define and document the portal IT infrastructure, including the physical facilities (hardware, software, middleware, network connectivity, and peripherals) required to establish and host the new IRS Web environment, as well as services needed to improve portal operations in any new functional areas arising during the period of performance in accordance with IDIQ section C.3.2, Portal Infrastructure Services. Portal Infrastructure Services Information Available to IRS are identified in Appendix A Deliverables.

C.3.4 Portal Web Hosting Services

Portal Web Hosting Services Deliverables and Information Available to the IRS are identified in Appendix A Deliverables.

C.3.4.1 Web Hosting Support

The Contractor shall divide IEP 1.5 web hosting environments into production environments and non-production environments in accordance with IDIQ section C.3.3.1, Web-Hosting Support.

C.3.4.2 Capacity Management

The Contractor shall be accountable for all IEP 1.5 performance and capacity matters, and shall provide capacity management services to ensure that all current and future capacity and performance aspects of the IEP IT infrastructure are provided to meet business requirements and service levels in accordance with IDIQ section C.3.3.2, Capacity Management.

C.3.4.3 Incident/Problem Management

The Contractor shall establish IEP 1.5 incident and Problem Managerment processes, and shall provide those services to ensure that all requirements for transition are in accordance with IDIQ section C.3.3.3 Incident/Problem Management.

C.3.4.4 Monitoring

The Contractor shall provide IEP 1.5 Monitoring services in accordance with the IDIQ section C.3.3.4, Monitoring Management requirements.

C.3.4.5 Application Infrastructure Integration Services

The Contractor shall provide application infrastructure integration services for transition to ensure applications are correctly configured in the IEP 1.5 environments as described in IDIQ section C.3.3.5.

C.3.4.6 Configuration Management and Change Management

The Contractor shall establish a configuration management and change management processes in accordance with the IDIQ section C.3.3.6, Configuration Management and Change Management requirements.

C.3.4.7 Service Catalog

The Contractor shall establish IEP 1.5. Service Catalog service in accordance with IDIQ section C.3.3.7 Service Catalog requirements.

C.3.4.8 Service Desk

The Contractor shall establish IEP 1.5. Service Desk Function for transition in accordance with IDIQ section C.3.3.8 Service Desk requirements.

C.3.5 Portal Security Services

The Contractor shall ensure that the proposed solution meets current and future security and privacy requirements defined by Federal laws, regulations, policies, and in accordance with requirements in the IDIQ PWS Section C.3.4, Portal Security Services and Constraints and Objectives in Section C.2 required for the migration and deployment of a fully compliant turn-key operation of IEP 1.5. Portal Security Services Deliverables are identified in Appendix A Deliverables.

C.3.6 Portal Application Services

C.3.6.1 Contractor Application Level Services

The Contractor shall provide application level services for transition in accordance with IDIQ section C.3.5.1, Application Level Services requirements. Portal Application Deliverables are identified in Appendix A Deliverables.

C.3.6.2 Web Content Management System Solution

The Contractor shall provide IEP 1.5 WCMS services to support the migration, transformation, operations and maintenance, and process integration with IRS Applications Development (AD) delivery management in accordance with IDIQ section C.3.5.2, Web Content Management System Solution.

C.3.6.3 irs.gov Search

The core irs.gov Search capabilities are integrated and supported by DigitalGov Search Solution, a federal offering provided by the US General Services Administration (GSA).

However, several key irs.gov services remain dependent on the legacy Google Search Appliance platform. The contractor shall meet the irs.gov search requirements in accordance with IDIQ section C.3.5.3, irs.gov Search.

C.3.6.4 Web User Analytic Data Collection Services

Web User Analytics Data Collection services enable the IRS to collect web user behaviors in order to enhance and improve system performance and user experience across all service delivery platforms. The Contractor shall provide a Web User Analytics Data Collection Services solution in accordance with IDIQ section C.3.5.4.

C.3.8 Skill Requirements

Contractors shall identify the key management personnel to be assigned to the task order, provide their resumes, and describe their roles, responsibilities, and relationships to the task order. The following should be noted:

Deleted: 7

• Labor Descriptions as specifically defined in the IDIQ contract, should be used as guidance in task order preparation and negotiation;

• The contractor shall provide labor categories, and estimated hours for the Base Year and each Option period; and,

• Additional labor categories may be proposed to meet task order requirements as well as

Other Direct Costs and Firm-Fixed Price Items

The offeror shall provide a Project Staffing Plan Table The submission shall contain all individuals that will be working on the Transition effort .

C.3.9 Contract Type

C.3.10 Travel

Description: Local travel will not be reimbursed for this requirement. Travel and per diem shall be reimbursed at actual cost in accordance with the limitations set forth in FAR 31.205-46 and the General Services Administration’s Federal Travel Regulations. Profit shall not be applied to the travel costs. Local travel may be required for on-site meetings, etc.

The following is an estimate of travel costs associated with the performance of all work that may be performed under this PWS: $TBD (approximately $TBD each for the Base Period and three one-year Option Years).

C.4 PERFORMANCE REQUIREMENTS, SERVICE LEVEL OBJECTIVES, AGREEMENTS,

STANDARDS AND SURVEILLANCE

The Government believes there is value in incorporating Performance-Based Service Acquisition (PBSA) methodology with an outcomes-based focus for this work. The Government’s Desired Outcomes, Required Services, Performance Standards, Acceptable Quality Levels, and Monitoring Methods for work described in this PWS will be defined in a Quality Assurance Surveillance Plan described herein.

C.4.1 Service Level Objectives/Service Level Agreements (SLO/SLA)

Task Order SLO’s same as those defined at contract award for the IDIQ PWS SLOs.

C.4.2 Performance Requirements

Performance requirements include the Desired Outcomes and Required Services and are defined by the Government. Section C.3 defines the desired outcomes as successfully completing specified Sub-tasks including all deliverables, work products and support as indicated in each section and associated deliverable table.This aligns the Contractor’s objectives with the Government objectives, which are to successfully complete the Sub-tasks and deliver value-added products and services to the end users.

C.4.3 Performance Standards

Performance Standards have been identified in Section C.3.

C.4.4 Surveillance

The surveillance process has two interrelated parts: The Monitoring Method and the Quality Assurance Surveillance Plan (QASP). The Contractor shall establish and maintain a complete Quality Control Plan (QCP) in accordance with the QASP. This links the Government and Contractor’s quality assurance efforts into an integrated package with shared objectives.

C.5 GOVERNMENT- FURNISHED PROPERTY (GFP)

GFP (to include material, equipment, and/or information) may be provided in the performance of this contract. See also H.11, H.12 and H.27 of the contract. The following GFP will be provided to the Contractor:

ITEMS QUANTITY

Contractor Identification Badge TBD

Contractor Building Access/Proximity Card TBD

Desktop Computer with Local Area Network Access TBD

Office Space (Desk, Chair, Standard Office Equipment) TBD

Microsoft: Word, Excel, PowerPoint, Project Access TBD

Telephone With VMS TBD

Actual QUANTITY is TBD, an estimate based upon current Portal Operations is provided for scoping purposes.

On the current IEP contract, the IRS provides (Production and non-Production) licenses for the following software products: Oracle Database (11g Enterprise Edition), WebSphere Application

Server (ver. 6.1) and WebSphere MQ (Server ver. 7.x), Tivoli (product and ver.), HP SiteScope

(ver #) for RUP applications and provides PeopleSoft licenses for the EUP.

For IEP 1.5, potential contractors may take advantage of these licenses as solution components within their proposals. If a contractor proposes alternate solution components or products, the

Contractor’s proposed solution shall include transition costs for moving to the proposed products/components and a risk mitigation plan that addresses potential impacts to IRS applications operations and maintenance.

At the end of this contract, disposition of GFP shall be in accordance with FAR 52.245.1.

C.6 GOVERNMENT – FURNISHED INFORMATION

GFI (to include manuals, notes, memos, instruction materials and other information) may be Estimated at 30 provided in the performance of the work under this PWS. The following GFI will be provided to the Contractor:

INFORMATION ITEMS

Manuals (as needed)

Project Schedule

Relevant Documents

At the end of this contract, disposition of GFI shall be in accordance with FAR 52.245.5.

C.7 REPORTS

Closeout Review: At the Government’s request, the Contractor shall conduct a Closeout Review of efforts at task order closeout and completion. This review will confirm that the Contractor has delivered on all tasks, activities, and deliverables according to the PWS. This review will be considered the exit criteria for the task order effort. During this review the Contractor shall provide a checklist of all deliverables accepted and all work products created or updated by the Contractor as detailed in the overall contract.

C.8 ACCESS TO GOVERNMENT PROPERTY AND FACILITIES

The Contractor is allowed limited access to the Government's facilities, as specified below:

(Include specific IRS offices and complete addresses)

New Carrollton Federal Building, 5000 Ellin Road, Lanham, MD 20706

Other IRS Federal Buildings as required.

http://www.arnet.gov/far/current/html/52_245.html#wp1149924

APPENDIX A – DELIVERABLES

Section C.3.1 IEP 1.5 Initial Transition Deliverables

TO PWS

Ref.

IDIQ PWS

Ref.

Service Area Deliverable Due Date: Due To:

C.3.1.1 Initial Transition Orientation Briefing & Meeting WN 2 weeks of Task Order Award

C.3.1.2 C.3.7.2 Initial Transition Stakeholder sign-off of the IEP

1.5 Transition Plan

Contractor proposed

C.3.1.2 C.3.7.2 Initial Transition Stakeholder sign-off of the IEP

1.5 Transition Completion

Contractor proposed

C.3.1.2 C.3.7.2 Initial Transition Stakeholder sign-off of Application O&M Transition

Section C.3.1 IEP 1.5 Initial Transition Task Order Information Available to IRS

IEP 1.5 Initial Transition information should be made available to the IRS. This information should be considered work products and transient information. Frequency of delivery and minimal required content should be specified in the related transition activity definitions. The Contractor shall provide sufficient information to provide a full and accurate depiction of the process status in the reporting period. Automated or online information availability is the preferred access mechanism.

TO PWS

IDIQ PWS

Ref.

Service Area Information Provided

Due Date: Due To:

C.3.1.2 C.3.7.1 Initial Transition Transition Plan X days from Award

C.3.1.2 C.3.7.1 Initial Transition Transition Status Report (TSR)

Monthly 5 business days from month end?

Section C.3.2 Portal Service and Program Integration Services Deliverables

IDIQ

PWS Ref.

Service Area Deliverables Due Date: Due To:

H.1.4 Portal Service & Program Integration Services

Final Draft Program Management Plan

Contractor Proposed

C.3.1 Portal Service & Program Integration Services

Integrated Master Schedule

Contractor Proposed

H.1.3 Portal Service & Program Integration Services

Operations Management

Contractor Proposed

Service Area Deliverables Due Date: Due To:

Framework

C.3.1 Portal Service & Program Integration Services

QA Measurement Methodology

Contractor Proposed

H.2.3 Portal Service & Program Integration Services

Earned Value Management System (EVMS) Reports

Monthly

H.2.2.1.3 Portal Service & Program Integration Services

Integrated Baseline Review

Contract Award + 45 Days

H.1.8 Portal Service & Program Integration Services

Innovation Plan Contractor Proposed

C.3.1 Portal Service & Program Integration Services

Service Level Objectives Report (SLO) Report

Monthly

C.3.1 Portal Service & Program Integration Services

Privacy/Civil Liberties Impact Assessment

(PCLIA)

ELC Milestone 2

Section I Portal Service & Program Integration Services

Section 508 Compliance Update Test Plan

Section I Portal Service & Program

Section 508 Compliance Test Report

Prior to Production

Section I Portal Service & Program Integration Services

Accessibility Risk Information

Prior to Production

Section I Portal Service & Program Integration Services

Accessibility Compliance Approach

Prior to Production

C.3.1 Portal Service & Program

QA Plan Update

Section C.3.3 Portal Infrastructure Services Information Available to IRS

Service Area Information provided Due Date: Due To:

C.3.2 Portal Infrastructure Services

Portal Infrastructure Services Documentation

Section C.3.4 Portal Web Hosting Deliverables

IDIQ PWS

Service Area Deliverable Due Date: Due To:

C.3.3.2;

C.3.3.3;

Portal Web Hosting Services

Portal Web Hosting Services

Monthly

IDIQ PWS

Service Area Deliverable Due Date: Due To:

C.3.3.4;

C.3.3.6

Status Report

Section C.3.4 Portal Web Hosting Information Available to IRS

Service Area Information Provided Due Date: Due To:

Portal Web Hosting Services Portal Web Hosting CONOPS

Portal Web Hosting Services Capacity Management Plan

Portal Web Hosting Services Throughput Report

Portal Web Hosting Services Capacity Demand Report

Portal Web Hosting Services Incident /Problem Management

SOP

Portal Web Hosting Services User Behavior and Usage Analysis

Portal Web Hosting Services IT Infrastructure Usage Analysis & Metrics

Portal Web Hosting Services Service Utilization Analytics & Metrics

Portal Web Hosting Services Log File Data

Portal Web Hosting Services Monitoring Event Data

Portal Web Hosting Services Guide for Application Developers

Portal Web Hosting Services Change Management SOP

Portal Web Hosting Services Deployment Process SOP

Portal Web Hosting Services IEP on-Boarding SOP

Portal Web Hosting Services IEP On-Boarding Metrics

Portal Web Hosting Services IEP Service Desk SOP

Section C.3.5 Portal PWS Security Services Deliverables

Service Area Deliverable Due Date: Due To:

C.3.4.4 Portal Security Services IEP 1.5 Continuous Monitoring Plan

At least Annually

C.3.4.5 Portal Security Services IEP 1.5 Security Configuration and Change Management Plan

C.3.4.6 Portal Security Services IEP 1.5 Security Audit Plan At least Annually

C.3.4.2 Portal Security Services IEP 1.5 Security Patch Management Plan

C.3.4.7 Portal Security Services IEP 1.5 Security Incident Handling, Monitoring and Response Plan

Service Area Deliverable Due Date: Due To:

C.3.4.8 Portal Security Services IEP 1.5 Information System Contingency Plan (ISCP)

C.3.4.1 Portal Security Services IEP 1.5 Security Concept of Operations (Security

CONOPS)

C.3.4.11 Portal Security Services IEP 1.5 Access Management Plan (AMP)

At least Annually or as needed

C.3.4.5, C.3.4.9, C.3.4.10

Portal Security Services IEP 1.5 System Security Plan

(SSP)

At least annually

C.3.4.9 Portal Security Services IEP 1.5 Authorization Boundary Memo.

C.3.4.9 Portal Security Services IEP 1.5 Interconnection

Security Agreements (ISA)

At least annually or as needed

C.3.4.9 Portal Security Services IEP 1.5 Security Control

Assessment (SCA) Test Plan

C.3.4.9 Portal Security Services IEP 1.5 Security Assessment

Report (SAR) Mitigation Plan

Annual – x days after receipt of SAR

C.3.4.9 Portal Security Services IEP 1.5 Privacy/Civil Liberties Impact Assessment (PCLIA)

When changes are required or annually

C.3.4.9 Portal Security Services IEP 1.5 State of Security (SoS) Package

Annually

C.3.4.4 Portal Security Services FISMA Compliance Reports Monthly Contractor Proposed

C.3.4.1 Portal Security Services IEP 1.5 Information Security

Status Package

Monthly Contractor Proposed

C.3.4.1 Portal Security Services IEP 1.5 Weekly Security

Status Report

Weekly

C.3.4.1 Portal Security Services IEP 1.5 Security Risk

Assessment (SRA)

Mitigation Report

Monthly

C.3.4.7 Portal Security Services IEP 1.5 Security Incident

Response Test Report

Quarterly

Section C.3.6 Portal Application Services Deliverables

Service Area Deliverable Due Date: Due To:

C.3.5 Portal Application Services

Application Migration Plan and Strategy

& as updated

C.3.5 Portal Application Services

Integration Test Results As Scheduled

Search Terms report Monthly & on request

C.3.5 Portal Application Services

Search performance metrics and user behavior report

Contractor Proposed

C.3.5 Portal Application Services

External Search engine optimization process

Contractor proposed and as updated irs.gov Optimization Plan Contractor proposed and as updated

Search Engine Optimization (SEO) Findings and Recommendations

Monthly

C.3.5 Portal Application Services irs.gov Web Performance metrics

Contractor Proposed

C.3.5 Portal Application Services irs.gov Web usage metrics and site activity

Contractor Proposed, and on-demand irs.gov Browser and Operating System summary

Every six months