Treasury's IRS awards $10M for Salesforce CRM, with Lancer Information Solutions as prime
Contract Overview
Contract Amount: $9,998,520 ($10.0M)
Contractor: Lancer Information Solutions, LLC
Awarding Agency: Department of the Treasury
Start Date: 2023-09-15
End Date: 2024-06-14
Contract Duration: 273 days
Daily Burn Rate: $36.6K/day
Competition Type: FULL AND OPEN COMPETITION AFTER EXCLUSION OF SOURCES
Number of Offers Received: 1
Pricing Type: FIRM FIXED PRICE
Sector: IT
Official Description: COUNSEL SALESFORCE CRM
Place of Performance
Location: WASHINGTON, DISTRICT OF COLUMBIA County, DISTRICT OF COLUMBIA, 20224
Plain-Language Summary
Department of the Treasury obligated $10.0 million to LANCER INFORMATION SOLUTIONS, LLC for work described as: COUNSEL SALESFORCE CRM Key points: 1. Contract value of $9.99M for Salesforce CRM services. 2. Lancer Information Solutions, LLC is the prime contractor. 3. Procured under full and open competition after exclusion of sources. 4. Service category is Other Computer Related Services (NAICS 541519).
Value Assessment
Rating: good
The contract value of $9.99M appears reasonable for a Salesforce CRM implementation and support over a 273-day period. Benchmarking against similar large-scale CRM deployments would provide a more precise assessment.
Cost Per Unit: N/A
Competition Analysis
Competition Level: limited
The contract was awarded under 'FULL AND OPEN COMPETITION AFTER EXCLUSION OF SOURCES'. This suggests a competitive process, but the exclusion of specific sources may limit the breadth of competition and potentially impact price discovery.
Taxpayer Impact: Taxpayer funds are being used for essential IT services to support the IRS's operations. The competitive nature, even if limited, aims to ensure value for money.
Public Impact
Enhances IRS operational efficiency through CRM technology. Supports critical tax administration functions. Potential for improved taxpayer services and data management.
Waste & Efficiency Indicators
Waste Risk Score: 50 / 10
Warning Flags
- Limited competition due to exclusion of sources.
- Potential for vendor lock-in with specific CRM platform.
Positive Signals
- Addresses a clear need for CRM functionality.
- Utilizes a competitive award process.
Sector Analysis
The IT services sector, particularly for CRM solutions, is highly competitive. Spending benchmarks for similar government CRM contracts vary widely based on scope, duration, and complexity.
Small Business Impact
The data does not indicate if small businesses were involved as subcontractors. Further analysis would be needed to determine small business participation.
Oversight & Accountability
The contract is a delivery order under a larger vehicle, implying prior oversight. The IRS's procurement processes should ensure accountability for performance and spending.
Related Government Programs
- Other Computer Related Services
- Department of the Treasury Contracting
- Internal Revenue Service Programs
Risk Flags
- Limited competition.
- Potential for cost overruns if scope expands.
- Dependence on a single vendor's platform.
- Data security and privacy concerns with sensitive IRS data.
Tags
other-computer-related-services, department-of-the-treasury, dc, delivery-order, 1m-plus
Frequently Asked Questions
What is this federal contract paying for?
Department of the Treasury awarded $10.0 million to LANCER INFORMATION SOLUTIONS, LLC. COUNSEL SALESFORCE CRM
Who is the contractor on this award?
The obligated recipient is LANCER INFORMATION SOLUTIONS, LLC.
Which agency awarded this contract?
Awarding agency: Department of the Treasury (Internal Revenue Service).
What is the total obligated amount?
The obligated amount is $10.0 million.
What is the period of performance?
Start: 2023-09-15. End: 2024-06-14.
What specific Salesforce CRM functionalities are being procured, and how do they align with the IRS's strategic goals?
The specific functionalities are not detailed in the provided data. However, CRM systems typically support customer relationship management, case management, and data analytics. For the IRS, this could translate to improved taxpayer interaction, streamlined case processing, and enhanced fraud detection capabilities, aligning with strategic goals of efficient tax administration and service delivery.
What were the primary reasons for excluding certain sources in the competition, and what was the impact on the final price?
The provided data states 'FULL AND OPEN COMPETITION AFTER EXCLUSION OF SOURCES' but does not detail the reasons for exclusion. Typically, exclusions might be based on specific technical requirements, past performance, or unique capabilities. The impact on price is difficult to ascertain without knowing the excluded vendors and their potential bids; however, excluding capable competitors could potentially lead to a higher price than a truly open competition.
How will the effectiveness of this Salesforce CRM implementation be measured, and what are the key performance indicators?
Effectiveness measurement details are not provided. Key performance indicators (KPIs) for a CRM implementation often include user adoption rates, system uptime, reduction in case resolution times, improvements in data accuracy, and overall user satisfaction. The IRS likely has internal metrics to track the success of this significant IT investment.
Industry Classification
NAICS: Professional, Scientific, and Technical Services › Computer Systems Design and Related Services › Other Computer Related Services
Product/Service Code: IT AND TELECOM - INFORMATION TECHNOLOGY AND TELECOMMUNICATIONS › IT AND TELECOM - END USER
Competition & Pricing
Extent Competed: FULL AND OPEN COMPETITION AFTER EXCLUSION OF SOURCES
Solicitation Procedures: SUBJECT TO MULTIPLE AWARD FAIR OPPORTUNITY
Offers Received: 1
Pricing Type: FIRM FIXED PRICE (J)
Evaluated Preference: NONE
Contractor Details
Address: 1818 LIBRARY ST STE 500, RESTON, VA, 20190
Business Categories: Category Business, Limited Liability Corporation, Partnership or Limited Liability Partnership, Small Business, Special Designations, U.S.-Owned Business
Financial Breakdown
Contract Ceiling: $9,998,520
Exercised Options: $9,998,520
Current Obligation: $9,998,520
Actual Outlays: $9,998,520
Contract Characteristics
Commercial Item: COMMERCIAL PRODUCTS/SERVICES
Parent Contract
Parent Award PIID: NNG15SD29B
IDV Type: GWAC
Timeline
Start Date: 2023-09-15
Current End Date: 2024-06-14
Potential End Date: 2024-06-14 13:50:05
Last Modified: 2026-01-15
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