Vyasa Certara 2025 SOW.pdf

STATEMENT OF WORK

VYASA Certara SOFTWARE FOR

RESEARCH, APPLIED ANALYTICS, AND STATISTICS

1. BACKGROUND

The Compliance Data Warehouse (CDW) is part of the Research, Applied Analytics, and Statistics (RAAS) computing infrastructure and is an integral component of IRS strategy for data and analytics. Its success as an off-line environment for experimentation and testing, its core data and analytical computing capabilities, its project management expertise, and its reputation as an excellent partner in research and analytics have made it the destination of choice for the IRS’ leading researchers and data scientists. Early adoption of new insights and discovery through CDW supports IRS strategic interests as well as Office of Management & Budget (OMB’s) vision for research in support of evidence-based policy making in government.

CDW is specifically designed to meet the distinctive use patterns of research and advanced analytics. It combines disparate, multi-structured, and distributed data sets over long periods of time for longitudinal analysis, simulation, and specialized modeling. This capability allows users to address new questions and build on knowledge gained from prior research. It provides a flexible, interactive, and responsive environment that lets users focus on research problems and analytical workflows unconstrained by rigid, lifecycle-based workflows. It invests in tools and technologies that are tailored to off-line experimentation and discovery and that align to the fast-moving areas of data science, advanced analytics, and visualization.

Investments in CDW’s data and technology capabilities have been significant drivers of success in risk discovery, behavioral insights, and workload planning. Research-funded initiatives leveraging CDW have resulted in the creation of improved ID theft models, refund fraud filters, tax gap estimates, burden measures, case selection algorithms, and a deeper understanding of the mechanisms that drive taxpayer behavior. Through partnerships with academics and industry, CDW has also accelerated innovation in other areas of data analytics, including the use of natural language processing for feature extraction of third-party documents in massively large collections; graph models to analyze complex relationships in multi-party transactions; synthetic data generation of tax filing populations to enhance data sharing with public researchers;

recommender systems to identify latent compliance issues for examination; community detection modeling of networks of preparers, Electronic Filing Identification Numbers (EFINs), and taxpayers; and agent-based models for the simulation of service channel migration.

RAAS maintains a GSS boundary (RAS-1) and manages the operations of all IT systems within that boundary, including servers, storage, and software. CDW has a combination of large memory and distributed computing capabilities to support a full range of analytical use patterns, an increasing number of which involve advanced numerical methods that are algorithmically complex. Examples include sparse matrix factorization for recommender systems, spectral and kernel methods for graph-based anomaly detection, recurrent neural networks for image processing, and large-scale simulation models. These non-traditional analytical techniques are being used in greater frequency and, in some cases, provide significant improvement over existing methods. However, not all algorithms are suitable for traditional CPU architectures, even for small to mid-size jobs. RAAS is encountering an increasing number of jobs that cannot normally complete in CPU architectures due to their algorithmic complexity. This creates a risk to the IRS by precluding experimentation, innovation, and deployment of new classes of analytics that can potentially transform existing workflows in tax administration.

This acquisition will address this risk by purchasing software to support CDW operations that rely on numerical methods that are algorithmically complex. It will ensure the availability of computing infrastructure to mitigate the risk of jobs that freeze, suspend, or do not complete due to the incompatibility of CPU architectures. Specifically, this requirement is necessary to support Customer Service Analytics work related to Taxpayer First Act (TPA). It will continue to ensure that RAAS and the IRS CIO are meeting operational responsibilities under Federal Information Technology Acquisition Reform Act (FITARA) and Federal Information Security Management Assessment (FISMA) for the management of IT assets.

2. SCOPE AND OBJECTIVES

The goal of this effort is to purchase Vyasa Certara licenses, support and development for integration with the Compliance Data Warehouse. RAAS will integrate this software into its existing computing environment under the RAS-1 GSS at the Enterprise Computing Center – Martinsburg (ECC-MTB).

3. DESCRIPTION OF TASKS AND DELIVERABLES

Upon award, the vendor shall provide delivery, integration, installation, and optimization services for Vyasa Certara licenses described below. The Period of Performance will be 3 years from award date with 2 Option Years. Surge CLIN & Innvoation CLIN will be funded at the Program Manager’s discretion.

Item # Mfr Description Qty

0001 Vyasa EL100-3yr - Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License for 36 months)

0002 Vyasa

PSE100 – Senior Development-2 Resource, Certara Services delivered remotely in concert with IRS providing best practices, knowledge transfer and development guidance - 100 hours

0003 Vyasa VYAS900-3YR Certara Server Transmitter and user activity with Premium Support (1 License for 36 months)

Base Year Optional Items

0004 Vyasa EL100- Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License for 12 months)

0005 Vyasa

EL100-DLY Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License per day) this can be cotermed and prorated based upon the daily rate

VYAS900- Certara Server Transmitter and user activity with Premium Support (1 License for 12 months)

0007 Vyasa

PSE100 – Senior Development-2 Resource, Certara Services delivered remotely in concert with IRS

Option Year 1

1001 Vyasa EL100- Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License for 12 months)

1002 Vyasa

EL100-DLY Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License per day) this can be cotermed and prorated based upon the daily rate

1003 Vyasa VYAS900- Certara Server Transmitter and user activity with Premium Support (1 License for 12 months)

1004 Vyasa

PSE100 – Senior Development-2 Resource, Certara Services delivered remotely in concert with IRS

Option Year 2

2001 Vyasa EL100- Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License for 12 months)

2002 Vyasa

EL100-DLY Certara CAI Production Instance-Air Gap (Comes with CAI Web & Cortex Apps) with Premium Support (1 License per day) this can be cotermed and prorated based upon the daily rate

2003 Vyasa VYAS900- Certara Server Transmitter and user activity with Premium Support (1 License for 12 months)

2004 Vyasa

PSE100 – Senior Development-2 Resource, Certara Services delivered remotely in concert with IRS

Surge CLIN

9999 Vyasa Certara software subscription and/or professional services Not to exceed 30% of quote total 1

Innovation CLIN

9999a Vyasa Continuous Innovation and Technological Advancement - Certara new module licensing with new capabilities -

4. SHIPPING INFORMATION

Products and services for this acquisition should be delivered to the following address:

Enterprise Computing Center-Martinsburg (ECC-MTB) 250 Murall Dr.

Kearneysville, WV 25430 Attn: David Lisbeth 202-803-9318

5. CONTRACTING OFFICER’S REPRESENTATIVE

Contracting Officer’s Representative (COR) Carla Downs Office: 770-262-0651 carla.h.downs@irs.gov

6. Program Manager

Program Manager Michael Israel Michael.A.Israel@irs.gov Office: 202-803-9187

7. Inspection and Acceptance

Inspection at the Government’s locations stated herein in accordance with FAR 52.212-4(a) “Inspection and Acceptance”

Specific Acceptance Criteria

The specific quality measures as set forth below will be applied to each deliverable received from the contractor under this contract. Any perceived conflict with the quality measures listed below should be immediately reported to the Contracting Officer.

Note: Work products should be provided in draft for review and discussion with the government and finalized on agreed upon timelines. The inventory of work products and program content supported should be documented in the contractor Monthly Status Report.

Accuracy – Deliverables shall be accurate in presentation, technical content and specifications and adherence to accepted elements of style.

Clarity – Deliverables shall be clear and concise. All diagrams shall be easy to understand and relevant to the supporting narrative.

Specifications Validity – All deliverables must satisfy the requirements of the Government as specified herein.

File Editing - All text and diagrammatic files shall be editable by the Government.

Format – Deliverables shall be submitted electronically as defined in the PWS.

Deliverables shall be produced using Microsoft Office 2000 Professional.

Timeliness – Deliverables shall be submitted in accordance with the days identified in the chart above.

Rejection Procedures

Any deliverable that does not comply with the acceptance criteria outlined in Section ***, “Specific Acceptance Criteria” shall be considered rejected. The COR has 10 business days to inform the contractor that the deliverable is rejected and the contractor has 5 business days to re-submit the deliverable for inspection and acceptance. The number of days allotted to the contractor for re-mailto:carla.h.downs@irs.gov submission of deliverables maybe adjusted if agreed upon by both parties. This process will continue as required until acceptance has been issued by the COR.