# L. 1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (Feb 1998)

This solicitation incorporates one or more clauses by reference, with
the same force and effect as if they were given in full text. Upon
request, the Contracting Officer will make their full text available.
Also, the full text of a clause may be accessed electronically at these
addresses [www.arnet.gov](http://www.arnet.gov/) or
[http://farsite.hill.af.mil.]{.underline}

PROVISION TITLE DATE

# 52.204-6 DATA UNIVERSAL NUMBERING SYSTEMS (DUNS) NUMBER (OCT 2003)

# 52.215‑1 INSTRUCTIONS TO OFFERORS\--COMPETITIVE ACQUISITION (IAW FAR 15.209(a) (JAN 2004)

**L.2 Deleted.**

# L.3 REQUIRED CENTRAL CONTRACTOR REGISTRATION (JAN 2002)

Not applicable to the Government MEO.

\(a\) Definitions. As used in this clause\--

\(1\) "Central Contractor Registration (CCR) database" means the primary
Department of Defense (DOD) repository for Contractor information
required for the conduct of business with DoD.

\(2\) "Data Universal Numbering System (DUNS) number" means the 9-digit
number assigned by Dun and Bradstreet Information Services to identify
unique business entities.

\(3\) "Data Universal Numbering System +4 (DUNS+4) number" means the
DUNS number assigned by Dun and Bradstreet plus a 4-digit suffix that
may be assigned by a parent (controlling) business concern. This 4-digit
suffix may be assigned at the discretion of the parent business concern
for such purposes as identifying subunits or affiliates of the parent
business concern.

\(4\) "Registered in the CCR database" means that all mandatory
information, including the DUNS number or the DUNS+4 numbers, if
applicable, is in the CCR database; the DUNS number has been validated;
and all edits have been successfully completed.

(b)(1) By submission of an offer, the SP acknowledges the requirement
that it must be registered in the CCR database prior to award, during
performance, and through final payment of any contract resulting from
this solicitation, except for awards to foreign vendors for work to be
performed outside the United States.

\(2\) The SP shall provide its DUNS or, if applicable, it's DUNS+4
number with its offer, which will be used by the Contracting Officer to
verify that the SP is registered in the CCR database.

\(3\) Lack of registration in the CCR database will make a SP ineligible
for award of a Treasury contract.

\(4\) DoD has established a goal of registering an applicant in the CCR
database within 48 hours after receipt of a complete and accurate
application via the Internet. However, registration of an applicant
submitting an application through a method other than the Internet may
take up to 30 days. Therefore, SPs that are not registered should
consider applying for registration immediately upon receipt of this
solicitation.

\(c\) The Contractor is responsible for the accuracy and completeness of
the data within the CCR, and for any liability resulting from the
Government\'s reliance on inaccurate or incomplete data. To remain
registered in the CCR database after the initial registration, the
Contractor is required to confirm on an annual basis that its
information in the CCR database is accurate and complete.

\(d\) Following the Contractor\'s initial registration in CCR and
receipt of Treasury Department (excluding the Comptroller of the
Currency) award of a contract, purchase order, delivery order, task
order, basic agreement, basic ordering agreement, or blanket purchase
agreement, the Contractor must notify the Contracting Officer of any of
its changes mandatory business data in CCR within three business days of
the change. (See CCR Handbook at [www.ccr.gov](http://www.ccr.gov/) for
the current mandatory registration data field, or contact the CCR
Assistance Center at 888-227-2423 or 616-961-5757.

\(e\) SPs and Contractors may obtain information on registration and
annual confirmation requirements via the internet at
[http://www.ccr.gov](http://www.ccr.gov/) from the Defense Electronic
Business Program Office (Defense e-Business) at
<contract.ccr@us.pwcglobal.com>, from the CCR Assistance Center at
888-227-2423 or 616-961-5757, from the Defense Logistic Information
Service.

\(f\) Contractors such as consultants and sole proprietorships that are
small firms that would otherwise have no use for a Dunn & Bradstreet
(D&B) number may use an alternative D&B registration method. If needing
a D&B number principally for CCR registration, such a Contractor should
call D&B toll free at 866-705-5711 or 610-882-7000, and clearly state
that it is a very small business and simply needs a DUNS number for the
purpose of CCR registration.

(End of Clause)

# L.4 PROPOSAL SUBMISSION REQUIREMENTS

\(a\) GENERAL The SP's proposal shall consist of an executive summary,
technical proposal with compliance matrix per section L.18, technical
approach, management plan, present and past performance, cost/price
proposal, SF 33 and Representations and Certifications, identify areas
of proposal risk in response to Part IV, paragraph M.5, explain approach
to minimize/manage/mitigate the impact of these risks on the success of
the effort. The SP shall submit to the Contracting Officer its proposal
in the volumes, number of copies, and number of pages stated in
paragraph (b) below. The SP shall provide the digital copies on 3 1/2\"
diskette or CD-ROM disk in Microsoft Products or Adobe Acrobat file
format.

\(1\) Any data previously submitted in response to another solicitation
will be assumed unavailable to the Contracting Officer; and this data
must not be incorporated into the technical proposal by reference.

\(2\) Proposals must be legible, double spaced, typewritten, in a font
size no smaller than what is equivalent to Microsoft Word Aerial Font
10, with at least a one-inch margin on all sides of the printed page on
paper not larger than eight and a half by eleven inches and not to
exceed the page limits established herein. Pages in excess of the
individual limitations shall not be evaluated and will be returned to
the SP. Each fold‑out chart, diagram, and matrix that is larger than 8
1/2\" X 11\" shall be provided in fold out format so that the Government
can read and evaluate them without the removal from the proposal binder.
A fold‑out with two pages will be counted as two 8 1/2\" x 11\" pages.
Double-sided pages with print on both sides shall be counted as two
pages. All pages must be numbered. In order to reduce redundancy in the
proposal, the SP may reference another section in the proposal rather
than duplicate the information in more than one location; however,
consistency in the logical flow of the subject matter must be
maintained. Where use of sub-SP is proposed, the proposal shall clearly
distinguish between the prime SP's and the sub-SP's work and
responsibilities.

\(3\) The SP\'s proposal shall be in a sealed package and be clearly
marked with the solicitation number. The proposal may have a cover
letter (maximum 2 pages). Each volume and section shall have a table of
contents. Tables of contents and blank section dividers shall not be
included in the page limitations cited for each section.

\(4\) If the SP submits proposal revisions, during or after discussions,
any change pages that are submitted shall be a different color font than
the original proposed pages, and have changed information clearly marked
by a vertical line in the right margin of the page.

\(b\) The SP shall submit the following volumes of material:

(Any excess pages will not be evaluated and will be returned to the SP
without examination by registered mail.)

PRIVATE SECTOR PROPOSALS

+------+-------------------+-------------+------+----------+---------+
| Vo   | Volume Title      | Number of   | Dig  | Maximum  | P       |
| lume |                   | Copies      | ital | \# of    | roposal |
| Nu   |                   |             | Co   | Pages    | Due     |
| mber |                   |             | pies |          | Date    |
+------+-------------------+-------------+------+----------+---------+
| I    | Executive Summary | 1           | 1    | 10       | 15      |
|      |                   | Original +  |      |          | N       |
|      |                   | 7 copies    |      |          | ovember |
|      |                   |             |      |          | 2004,   |
|      |                   |             |      |          | 3:00    |
|      |                   |             |      |          | P.M.    |
|      |                   |             |      |          | EST     |
+------+-------------------+-------------+------+----------+---------+
| II   | Section A -       | 1           | 1    | 200      | 15      |
|      | Technical         | Original +  |      |          | N       |
|      | Proposal with     | 7 copies    |      |          | ovember |
|      | Compliance Matrix |             |      |          | 2004,   |
|      |                   |             |      |          | 3:00    |
|      | Technical         |             |      |          | P.M.    |
|      | Approach          |             |      |          | EST.    |
|      |                   |             |      |          |         |
|      | 1\. Overall       |             |      |          |         |
|      | Understanding and |             |      |          |         |
|      | Approach;         |             |      |          |         |
|      | Familiarity with  |             |      |          |         |
|      | Records           |             |      |          |         |
|      | Management        |             |      |          |         |
|      | Services          |             |      |          |         |
|      |                   |             |      |          |         |
|      | 2.Phase-In Plan   |             |      |          |         |
|      |                   |             |      |          |         |
|      | A. Transfer of    |             |      |          |         |
|      | Operation         |             |      |          |         |
|      |                   |             |      |          |         |
|      | B. Timeline       |             |      |          |         |
|      |                   |             |      |          |         |
|      | 3.COOP Plan       |             |      |          |         |
|      |                   |             |      |          |         |
|      | 4.Quality Control |             |      |          |         |
|      | Plan              |             |      |          |         |
|      |                   |             |      |          |         |
|      | 5\. Safety Plan   |             |      |          |         |
|      |                   |             |      |          |         |
|      | Section B --      |             |      |          |         |
|      | Management Plan   |             |      |          |         |
|      |                   |             |      |          |         |
|      | 1.Staffing Plan   |             |      |          |         |
|      |                   |             |      |          |         |
|      | 2.Strike          |             |      |          |         |
|      | Contingency       |             |      |          |         |
|      | Plan\*\*          |             |      |          |         |
|      |                   |             |      |          |         |
|      | 3.Subcontracting  |             |      |          |         |
|      | Plan\*\*          |             |      |          |         |
|      |                   |             |      |          |         |
|      | Section C -       |             |      |          |         |
|      | Section 508       |             |      |          |         |
|      | Compliance        |             |      |          |         |
+------+-------------------+-------------+------+----------+---------+
| III  | Present and Past  | 1           | 1    | No Limit | 30      |
|      | Performance       | Original +  |      |          | Sep     |
|      | Information and   | 7 copies    |      |          | tember, |
|      | Representations   |             |      |          | 2004,   |
|      | and               | 1 Original  |      |          | 3:00 P. |
|      | Certifications    |             |      |          | M. EST. |
+------+-------------------+-------------+------+----------+---------+
| IV   | Cost/Price        | 1           | 1    | No Limit | 15      |
|      | Proposal SF 33    | Original +  |      |          | N       |
|      |                   | 2 copies    |      |          | ovember |
|      |                   |             |      |          | 2004,   |
|      |                   |             |      |          | 3:00    |
|      |                   |             |      |          | P.M.    |
|      |                   |             |      |          | EST.    |
+------+-------------------+-------------+------+----------+---------+

**THE GOVERNMENT'S MOST EFFICIENT ORGANIZATION (MEO) PROPOSAL**: The
Government does not need to include in its proposal a Strike Contingency
Plan, Sub-contracting Plan, Representations and Certifications, Present
and Past Performance and an SF-33.

+------+------------------+-------------+------+-----------+---------+
| Vo   | Volume Title     | Number of   | Dig  | Maximum   | P       |
| lume |                  | Copies      | ital | \# of     | roposal |
| Nu   |                  |             | Co   | Pages     | Due     |
| mber |                  |             | pies |           | Date    |
+------+------------------+-------------+------+-----------+---------+
| I    | Executive        | 1           | 1    | 10        | 15      |
|      | Summary          | Original +  |      |           | N       |
|      |                  | 7 copies    |      |           | ovember |
|      |                  |             |      |           | 2004,   |
|      |                  |             |      |           | 3:00    |
|      |                  |             |      |           | P.M.    |
|      |                  |             |      |           | EST.    |
+------+------------------+-------------+------+-----------+---------+
| II   | Section A -      | 1           | 1    | 200       | 15      |
|      | Technical        | Original +  |      |           | N       |
|      | Proposal with    | 7 copies    |      |           | ovember |
|      | Compliance       |             |      |           | 2004,   |
|      | Matrix           |             |      |           | 3:00    |
|      |                  |             |      |           | P.M.    |
|      | Technical        |             |      |           | EST.    |
|      | Approach         |             |      |           |         |
|      |                  |             |      |           |         |
|      | 1\. Overall      |             |      |           |         |
|      | Understanding    |             |      |           |         |
|      | and Approach;    |             |      |           |         |
|      | Familiarity with |             |      |           |         |
|      | Records          |             |      |           |         |
|      | Management       |             |      |           |         |
|      | Services         |             |      |           |         |
|      |                  |             |      |           |         |
|      | 2.Phase-In Plan  |             |      |           |         |
|      |                  |             |      |           |         |
|      | A. Transfer of   |             |      |           |         |
|      | Operation        |             |      |           |         |
|      |                  |             |      |           |         |
|      | B. Timeline      |             |      |           |         |
|      |                  |             |      |           |         |
|      | 3.COOP Plan      |             |      |           |         |
|      |                  |             |      |           |         |
|      | 4.Quality        |             |      |           |         |
|      | Control Plan     |             |      |           |         |
|      |                  |             |      |           |         |
|      | 5\. Safety Plan  |             |      |           |         |
|      |                  |             |      |           |         |
|      | Section B --     |             |      |           |         |
|      | Management Plan  |             |      |           |         |
|      |                  |             |      |           |         |
|      | 1.Staffing Plan  |             |      |           |         |
|      |                  |             |      |           |         |
|      | Section C --     |             |      |           |         |
|      |                  |             |      |           |         |
|      | Section 508      |             |      |           |         |
|      | Compliance       |             |      |           |         |
+------+------------------+-------------+------+-----------+---------+
| III  | Not Applicable   |             |      |           | []      |
|      |                  |             |      |           | {.mark} |
+------+------------------+-------------+------+-----------+---------+
| IV   | Cost/Price       | 1           | 1    | Not       | 15      |
|      | Proposal         | Original +  |      | limited   | N       |
|      |                  | 2 copies    |      |           | ovember |
|      |                  |             |      | The MEO's | 2004,   |
|      |                  |             |      | cost      | 3:00    |
|      |                  |             |      | proposal  | P.M.    |
|      |                  |             |      | will be   | EST.    |
|      |                  |             |      | prepared  |         |
|      |                  |             |      | using     | []      |
|      |                  |             |      | COMPARE   | {.mark} |
|      |                  |             |      | Version   |         |
|      |                  |             |      | 2.0       |         |
|      |                  |             |      | software. |         |
+------+------------------+-------------+------+-----------+---------+

\(1\) **EXECUTIVE SUMMARY (Volume I)** The Executive Summary shall
provide a synopsis of the SP's proposal, highlighting salient features
and strengths. The Executive Summary shall contain the SP's overall
understanding of the IRS Files Activities requirement, an introduction
of the SP, any teamed subcontractors, the management team that will
manage this effort, a discussion of the SPs proposed approach to
accomplishment of the requirements, and a statement of corporate
commitment.

\(2\) TECHNICAL PROPOSAL (Volume II Section 1)

The technical proposal may not be classified and shall include the
Compliance Matrix per Section L.18. The following sections are to be
included in the order indicated:

**Sub factor 1 ‑ Technical Approach**

Section I. [Overall Understanding and Approach:]{.underline} The SP
shall describe in detail its understanding and approach to accomplish
the requirements set forth in Section C. This shall include at a minimum
the SP's methods for measuring and ensuring the quality of deliverables,
improving employee performance, quantity and quality of training, and
understanding of concepts of records management services and public
service.

Sub factor 2 -- Phase-In Plan.

The SP shall describe, in detail, how the start-up and phase-in will be
managed for this contract. The Government\'s intent is to phase-in six
(6) months, after award of this contract, without any degradation of
service. The Government is committed to providing the current Files
Activities for the 6 month phase-in. Phase-In in less than six (6)
months will not be considered advantageous to the Government for
evaluation purposes.

Section I. Transfer of Operations.

The SP shall explain, in complete detail, what actions will take place
to allow changeover of operations from IRS Files Activities to the SP.
The transfer must be accomplished without any degradation to timely
workload processing, response to customer inquiries, receipt of incoming
mail, files services, and retirement of files. The SP shall describe the
level of IRS involvement required to support the phase-in (e.g.,
management support, 100% continuation of operational tasks per Section
C).

Section II. Timeline.

The SP\'s phase-in shall include a timeline to include start and
completion of each event, e.g., interviewing, hiring, human resource
actions, training, environmental issues, security clearances and start
work dates.

Sub factor 3 -- Continuity of Operations Plan (COOP).

The SP shall submit the Continuity of Operations Plan (COOP), as
required in Section C of this solicitation. The COOP shall describe, in
detail, the actions to be taken in contingency situations including as a
minimum, the delineation of responsibilities between Government and SP,
the coordination to take place between the Government and the SP for
timely workload processing, response to customer inquiries, receipt of
incoming mail, files services, and retirement of files under contingency
circumstances, and the specific timeframes required for establishing
these capabilities. The COOP shall delineate the processes and
procedures that the SP shall use during disaster recovery efforts,
compliance with scheduled outages, business continuity exercises and to
protect SP and Government personnel and work and property. Upon contract
award the SP shall merge their COOP with each file location business
continuity plan. The SP shall demonstrate how the SP will transition to
the existing Files Activities COOP.

Sub factor 4 - Quality Control Plan (QCP).

The SP shall submit a QCP for measuring and attaining quality of
performance under this contract. The SP\'s QCP shall explain the manner
in which the SP shall ensure all contract requirements are being
accomplished in accordance with the contract. A sustaining focus
throughout the QCP shall be the attainment of continuous quality
improvement.

Sub factor 5 - Safety Plan.

The SP shall develop and provide a Safety Plan that will be followed
during contract execution. The safety plan shall delineate the processes
and procedures that the SP shall use to prevent accidents and preserve
the life and health of SP and Government personnel and the public, and
that protects SP and Government work and property. The SP shall
implement a safety program based on the safety plan at the completion of
the Phase-In Period. The SP's safety program shall fully comply with the
provisions of the Internal Revenue Service, IRM 1.14.5 and OSHA
regulations and directives. In cases where there is a conflict in
standards, the stricter standard requirement shall apply.

MANAGEMENT PLAN (Volume II Section 2)

The SP shall provide a detailed management plan that will be followed
during contract execution. The SP\'s management plan shall include the
proposed lines of responsibility, authority, and communication through
which the Files Activities requirement and Government directed tasks
will be managed, and the procedure to be taken to ensure quality control
and cost control. The SP shall provide an overview of the company, its
capabilities, management structure, locations, as well as any other
information that will highlight the SP's strengths and capabilities to
perform this effort. The SP shall define the proposed organizational
structure (including its chain of command, delegations of authority, and
sub SP management plan, as it relates to the execution of the work
required in Section C for the project and contract, how personnel will
be assigned from task to task throughout the contractual period, and how
the proposed project team will interface with both the SP\'s corporate
structure and with the Files Activities command structure. Additionally,
the SP shall specifically define its proposed supervisory structure,
corporate oversight of contract and corporate involvement in on-site
performance. The SP shall propose policies, and procedures for managing
and directing the effort for productivity, quality, cost control, and
early identification and resolution of problems/risks.

Sub factor 1 - Staffing Plan.

In terms of the staffing portion of the plan, the SP shall clearly
demonstrate an ability to staff the non‑key personnel portion of the
contract with personnel who meet the minimum personnel qualifications,
C.1.3.7 both initially and over the life of the contract. SP shall also
clearly demonstrate how personnel turnover of both key and non-key
personnel shall be minimized to ensure timely delivery of the services
described in Section C. SPs are cautioned that the primary preference
for staffing non‑key personnel at time of contract award is with current
federal employees (FAR 52.207-3) or contingent hires versus reliance on
recruiting new hires. New hires shall not be proposed. A new hire is
defined as a specified or unspecified individual to fill an empty billet
who is neither identified as a current employee of the SP (or proposed
sub SP) nor as a contingency hire. A contingency hire is defined as an
individual who has signed a letter of intent to work in the event the
contract is awarded to the SP. (**Résumés shall [not]{.underline} be
submitted on personnel**). Also the plan must describe the SP\'s
proposed recruiting/hiring program for staffing the contract with
qualified personnel over the life of the contract, with examples of
previous successful recruiting/staffing efforts on contract(s) of
similar magnitude.

Key Personnel submitted by the SP shall at a minimum meet, or exceed,
the experience required by the labor category qualifications in Section
C.1.3.1.2.1, C.1.3.1.2.2 and H.14 (Key Personnel Clause). The SP shall
provide with their proposal a letter of intent for ALL key personnel and
individuals currently not employed by the SP or Sub-SP's or those
positions intended to be filled by current Government employees. The
letter of intent is a letter from the SP to an individual, offering that
individual employment under this contract, and that individual's
acceptance of that offer. The letter of intent shall contain at a
minimum, hours of work required per day, and the overall period of
performance. The letter of intent is not required of the MEO.

The Staffing Plan shall contain one page (maximum) introductory summary
on key personnel including their full time availability. All key
personnel must be available as required in Section C. (Available means
available to work, if and when ordered. Full‑time means a regular
labor‑year, the definition of which in terms of precise hours will vary
from company to company. Full‑time does not apply to categories whose
total hours in Section C are clearly less than a full‑time person,
however, such persons must at all times be available if and when
ordered.)

Key Personnel Labor: Program Manager

On-Site Manager(s)

Personnel submitted by the SP shall meet or exceed the personnel
qualifications set forth in Section C.1.3.7, C.1.3.1.2.1 and
C.1.3.1.2.2. A person shall not be proposed for more than one labor
category.

**Sub factor 2** -- Strike Contingency Plan.

Not applicable to the Government MEO.

The SP shall submit a Strike Contingency Plan that demonstrates impacts
on Government operations or the SP\'s ability to perform work associated
with the contract. The plan shall include the description of the
procedures that will be used to provide continual service without
interruption to the customer.

**Sub factor 3** - Subcontracting Plans.

Not applicable to the Government MEO.

The subcontracting requirement applies only to large businesses, in
accordance with FAR 52.219‑9 Small Business Subcontracting Plan,
Alternate II (Oct 2001). It requires that each large business SP shall
provide a small business subcontracting plan that is acceptable to the
Contracting Officer as part of its proposal. Subcontracting Plans that
do not address all items listed therein, are not acceptable.

SPs shall submit subcontracting plans that have both percentage and
dollar goals for subcontracting with small business, veteran-owned small
business, and service-disabled veteran owned small business, HUBZone
small business, small disadvantaged businesses and women-owned small
business concerns. See Section M Small Business Subcontracting
Evaluation Criteria and Section J-3 Department of the Treasury Small,
HUBZone, Small, Small Disadvantaged, Women-Owned Small, Veteran Owned
Small, Service Disabled Veteran Owned Small Business Concerns & NISH
Organizations Subcontracting Plan Outline.

\(3\) SECTION 508 COMPLIANCE PLAN (Volume II Section III)

Evaluation of the compliance plan will be based on the extent it meets
or exceeds the provisions in Section H, H.20, Section 508 Requirements.
The plan shall also demonstrate an approach for remaining compliant with
the Section 508 requirements throughout the contract performance period
if new or additional Electronic Information Technology products or
services are used for contract performance. For products that are
proposed by the SP that do not fully conform with the provisions of CFR
1194 Part B and C, the SP shall document the unmet provisions and plan
for and assist the IRS in developing alternative access.

# L.5 PRESENT AND PAST PERFORMANCE INFORMATION AND REPRESENTATIONS AND CERTIFICATION (Volume III) 

Not applicable to the Government MEO.

\(1\) To assist the Government in reducing the evaluation period, the SP
shall submit to the Contracting Officer its present and past performance
information and Representation and Certifications no later than 3:00 P.
M. local time on September 30, 2004. **Questions or clarifications
concerning Present and Past Performance Information and Representations
and Certification must be received by no later than 3:00 pm, August 30,
2004. Only questions and clarifications submitted in writing by the
designated time to the Contracting Officer will receive a definite
response. The Government will answer questions or clarifications
received after this date and time on a best-effort basis. Questions or
clarifications may be submitted via e-mail to the Contracting Officer at
awss.fileact@irs.gov or Facsimile No. (202) 283-1290 to the attention of
Charles J. Conrad.** The receipt of present and past performance
information is subject to FAR 52.215-1(c) (3) (i) Late Proposals and
Revisions. The SP shall submit the rest of its initial proposal no later
than the solicitation closing date and time.

\(2\) The SP shall describe its present and past performance on directly
related or similar Federal, agencies of the State and Local Government,
private contracts and subcontracts and commercial customers that it has
held within the last 6 years and all contracts and subcontracts
currently in progress which are of similar scope, magnitude and
complexity to that which is detailed in the RFP. The SP shall clearly
identify whether the work (present/past performance) by the SP was done
as a [Prime SP]{.underline} or a [Sub SP]{.underline}. SPs who describe
similar contracts and subcontracts shall provide a detailed explanation
demonstrating the similarity of the contracts to the requirements of the
RFP.

\(3\) The SP shall submit the last most relevant FIVE contracts
completed and another FIVE most relevant contracts currently in process
(if appropriate, provide only the present/past performance of the
division/affiliate/subsidiary of the SP that will actually perform the
work). Fill out Present and Past Performance worksheet (Section J-4) for
each of the TEN contracts listed. If a SP does not have sufficient
experience to list the required contracts, the SP may include as part of
the list, contracts of any sub SP that the SP will use in performance of
this contract, and, if the SP is a combination of firms (for example, a
partnership or joint venture), contracts of any companies that make up
the SP. Present and past performance of \"key personnel\" may also be
considered.

\(4\) SP must ensure that for EACH present and past performance contract
reference included in the present and past performance proposal volume,
a completed present and past performance survey (Section J-4) is
returned to the Contracting Officer no later than the due date listed in
L.4 table. The complete present and past performance survey shall be
submitted directly from the reference to the Contracting Officer;
however, it is the SP\'s responsibility to assure their references
provide surveys on time to the Contracting Officer.

**L.6 COST/PRICE PROPOSAL (Volume IV)**

[]{.mark}

COST/PRICE PROPOSAL

Each hard copy of the offeror's price proposal shall be in a loose-leaf,
3 ring binder. One original and two hard copies of the price proposal
shall be provided along with three copies on 3 ½" floppy disks or CD-ROM
disks in Microsoft Excel (1997 version or higher), or Microsoft Word for
the text portions of the price proposal. The Government shall also
include the price estimate electronically prepared in the most current
COMPARE software version as of the proposal submission date. The MEO
shall provide one original and two hardcopies of their price proposal.
The MEO shall provide any supplemental pricing data in Microsoft Excel
(1997 version or higher) or Microsoft Word for the text portions of the
price proposal. Some costs are calculated outside of the COMPARE
software and manually entered into the program. To the extent that these
costs (e.g., overtime and other labor premium costs, minor items,
travel, and subcontracts) are proposed, additional spreadsheets shall be
prepared to comply with the instructions below and submitted with the
MEO's price proposal.

The MEO shall submit a copy of its certified Standard Competition Form
(SCF) and also the password to access its electronic COMPARE files.

1\. [General]{.underline}

These instructions are intended to assist in submitting information
other than cost or pricing data that is required to substantiate price
reasonableness and cost realism of the offeror's proposed price.
Certified cost or pricing data is not required but in accordance with
FAR 15.403-3, Requiring Information Other Than Cost or Pricing Data, the
Contracting Officer may request additional information other than what
is provided in the cost proposal. The offeror\'s cost proposal shall be
prepared and submitted in accordance with the following requirements.
The format and content requirements provided herein apply equally to
both the prime contractor as well as any subcontractors/team
members/consultants. Any inconsistency, whether real or apparent,
between promised performance and estimated cost should be explained in
the proposal. Any significant inconsistency raises a fundamental issue
of the offeror\'s understanding of the nature and scope of the work
required and the ability to perform the contract, and may be grounds for
rejection of the proposal. The burden of proof as to the reasonableness
and the realism of proposed costs and prices rests with the offeror.

2\. Pricing Information

The cost proposal shall contain a detailed breakdown of all costs and a
complete and traceable description of all costs. Supporting schedules
must fully identify the costs that comprise the individual CLIN prices.
The individual cost elements must be clearly traceable to the individual
CLIN prices. A detailed description of the basis of the costs shall be
described and supporting data for the proposed costs provided and/or
described as appropriate to support price reasonableness and cost
realism. Sufficient information should be provided in an offeror's price
proposal to allow comparison to an offeror's technical proposal to
assist in substantiating cost realism. The cost proposal shall include
subtotals and totals for costs within a contract period when applicable
and for each contract period. Completed Section B, Supplies or Services
and Prices/Costs, shall be included in the cost proposal. In addition to
including completed Section B tables, schedules shall be included
containing the below described information. These schedules are required
of all offerors including the MEO. Additional cost schedules should be
provided as necessary and as determined by the offeror to meet the
pricing requirements described in these pricing notes and to provide the
necessary information and support for the offeror's cost proposal. A
detailed breakdown and description of the Phase-in costs shall be
provided separately and shall not be included in the four schedules
described below.

A schedule of FTEs by labor category for each Files Activity location
for the base year and each option year. The schedule should contain a
summary of total monthly labor hours and total annual labor hours for
each labor category and total associated FTEs for each labor category.
Labor hours and FTEs should be subtotaled by individual Files Activity
location (site) and grand totals should be provided for each individual
contract period. The direct labor hours used to compute an individual
FTE should be identified. Specific Files Activity requirements are not
to be addressed on this schedule.

A schedule of summary labor hours by month and year for each PWS Files
Activity requirement for each individual Files Activity location. Hours
should be at a sub-activity level in accordance with the requirements of
the PWS. Hours should be subtotaled with grand totals.

A schedule of labor rates for each Files Activity location broken down
by labor category, base unloaded labor rate, and each individual loading
factor including profit/fee if profit/fee is included in the labor rates
and is not applied to total labor cost or total cost. Individual fringe
benefits required by the Department of Labor Wage Determinations for
each proposed Service Contract Act (SCA) labor rate shall be identified
for verification by the Government of compliance with the SCA and
Department of Labor Wage Determinations. Total fully loaded labor rates
should also be identified in the schedule. Proposed SCA labor rates
shall be identified to the Wage Determination labor categories that the
proposed SCA labor rates are based on.

A detailed cost schedule/s shall be provided for each individual Files
Activity location (ten total locations) for the base period and each
contract year. The schedule should contain summarized costs by specific
PWS File Activity requirement level (CLIN level), i.e., PWS paragraph
5.1 Work management and Control, PWS paragraph 5.2 Responding to
Customer Inquiries, paragraph 5.3 Reporting Requirements, paragraph 5.4
Receipt of Incoming Mail, etc. Costs at the individual sub-activity
level do not have to be addressed. The monthly cost and total yearly
cost for each requirement should be identified. The schedule should
contain labor hours, labor rate, and labor cost for each labor category
and other costs by individual type such as, equipment cost,
material/supplies cost, any applicable loading costs separately
identified, other costs properly identified, and profit. Various types
of labor cost should be separately identified such as direct from
indirect, shift differential, etc. The extent of additional data/costs
included in this schedule/s beyond that described is deferred to the
offeror.

3\. Instructions for Individual Cost Elements

The supporting data submitted must be the data used by the offeror for
pricing and that firmly and fully supports price reasonableness and cost
realism of the offeror\'s proposed costs and prices. [Most of the
supporting data referenced below is mutually exclusive]{.underline}
[depending on how proposed costs are derived by the offeror. The
referenced supporting data are some of the most common examples and are
not all inclusive]{.underline}. Any of the below instructions that
directly conflict with the requirements of OMB Circular A-76 are to be
ignored by the MEO.

Labor Rates

The base unloaded labor rate and each individual loading factor should
be separately identified. Provide supporting rationale and methodology
used for labor rate development. For non-Service Contract Act (SCA)
labor rates, attach supporting data for the labor rates. Include
documentation from DCAA or other cognizant Government audit office if
proposed labor rates are approved forward pricing rates. Alternatively,
if documentation is not available, provide the name of the audit office,
contact person, and telephone number for verification of the labor
rates. Provide copies of payroll records, acceptance letters with
agreed-to salaries for contingent hires, historical labor rate data, or
other supporting data as appropriate. Address any uncompensated overtime
that may be included in the labor rates. A narrative justification of
the reasonableness and realism of labor rates should be provided if
necessary.

Employees may be exempt from the SCA if they are employed in a bona fide
executive, administrative, or professional capacity as those terms are
defined in 29 C.F.R. Part 541 and FAR 22.1001. Offerors shall identify
whether each staffing position is exempt or non-exempt and the level and
title of the labor category for non-exempt categories. Even though the
MEO in-house personnel are not subject to the Service Contract Act, its
personnel are subject to the Fair Labor Standards Act which provides for
similar labor classifications of exempt and non-exempt employees and
escalation.

Do not escalate or provide any contingencies for those labor
classifications that are subject to the SCA per FAR 52.222-41. See FAR
52.222-43, Fair Labor Standards Act and Service Contract Act\--Price
Adjustment (Multiple Year and Options Contracts) for allowances and
adjustments to the SCA labor rates. Identify in your cost proposal which
labor classifications will fall under the SCA. Only escalate the exempt
rates for the option years. The General schedule (GS) salary table is in
effect for the calendar year while the Federal Wage System (FWS) pay
table is effective for twelve months beginning in any month of the year.
Inflation factors are to be applied on the anniversary date of the Wage
Determination in question. While for GS employees this means that the
inflation factors are applied in January of each year (because GS pay
schedules are adjusted in January; for FWS employees the inflation
factors are applied on the anniversary of the FWS Wage Determination).

Because this procurement is for services, it is subject to the Service
Contract Act of 1965 (SCA), 41 U.S.C. 351-358 (2001). Pursuant to this
Act and the implementing provisions of the Federal Acquisition
Regulation (FAR), the Contracting Officer has notified the Department of
Labor (DOL) of the agency's intent to award a service contract and of
the list of all the classes of workers the SP is expected to employ.
Based upon this information DOL on-line subscriber wage determinations
have been be added to this RFP as Section J attachments. Employees may
be exempt from the SCA if they are employed in a bona fide executive,
administrative, or professional capacity as those terms are defined in
29 C.F.R. Part 541 and FAR 22.1001.

Burden and Indirect Rates

(Not Required of MEO)

Provide a table identifying all proposed burden and indirect rates and
associated cost centers. Identify the fiscal year-end date. If the rates
are blended rates, also show the proposed rates by offeror fiscal year.
If available, provide supporting documentation from the cognizant
Government audit agency if the rates are approved forward pricing rates,
or from the Administrative Contracting Officer if appropriate. Identify
the cognizant Government audit office, the name of a contact if known,
and telephone number. Otherwise, provide supporting rationale and
methodology used for indirect rate development. Provide historical rates
for the most recently completed two fiscal years. Provide budgetary data
if budgetary data was used in computing the rates. Show the composition
of each burden and indirect expense pool proposed. List the elements of
each pool, amount of each element, base, rate and include any other
supporting data which supports the computation of the rates and the
realism of the rates. Identify the bases that the indirect rates are
applied to. Offerors [must]{.underline} support the realism of newly
formulated burden and indirect rates.

Subcontractors and Consultants

Include a listing of subcontractors. The proposal shall include
subcontract cost data in the same level of detail as required for the
offeror. Subcontracting costs shall be supported. In accordance with the
Federal Acquisition Regulation (FAR) Part 15, it is the responsibility
of the prime contractor and higher-tier subcontractor (if applicable) to
review and evaluate the reasonableness and realism of subcontract cost
data and furnish the results of such review and evaluation to the
government as part of the offeror\'s cost proposal. Include these
analyses as part of your own price proposal submissions including data
other than cost or pricing data submitted by subcontractors for dollar
amounts that meet the dollar threshold as described in FAR Part
15.404-3. Subcontractors not willing to submit data to the prime
contractor may submit this data directly to the Government, or the data
may be submitted to the prime contractor in a sealed envelope to forward
to the Government. Provide data showing the degree of competition and
the basis for establishing the source and reasonableness of price for
those acquisitions priced on the basis of adequate price competition. If
applicable, provide a detailed listing of consultants and rationale for
selection. Identify the corresponding labor category for each proposed
consultant. Include your analysis that establishes the reasonableness of
the proposed hourly rates for consultants.

\(d\) Equipment and Materials

Provide a consolidated priced summary of individual quantities proposed
and the basis for pricing (vendor quotes, invoice prices, purchase
order, etc.). For all items proposed, identify the item and show the
source, quantity, and price. A detail description of the basis of
pricing and the determination of reasonableness should be provided. For
those items based on competition, provide data showing the degree of
competition and the basis of selection. For other items, provide the
basis for establishing the source and reasonableness of price.

All Other Costs

Identify the type, quantities, prices and amount of all other costs not
identified above. Provide data showing the basis for establishing source
and reasonableness of price. Provide a summary of your cost or price
analysis.

\(e\) Escalation

Address all escalation rates used to prepare the price proposal broken
out by year and functional category. Explain how the escalation was
applied or calculated.

\(f\) Travel Costs

Anticipated travel costs for the base year and each option year shall be
prepared by observing the Section B.5, Travel Costs of the solicitation.
Travel costs is considered a "wash cost" and will not be included in a
offeror's price for evaluation purposes.

5\. Government-Furnished Property

Facilities

Government-Furnished Property (Facilities) shall be provided to all
Service Providers (SP) (MEO and Private Sector Offerors) on a mandatory
and optional use basis. Four sites will require mandatory use for
contract performance and which are Austin, Brookhaven, Fresno, and
Memphis. Cost shall not be proposed for mandatory and non-mandatory
government facilities. If the SP does not accept the non-mandatory GFF
then the SP shall provide their facilities and facility costs along with
a cost out of proposed facilities. Utilities will be provided for all
government furnished facilities.

Offerors are referred to Section 3, Government-Furnished Property and
Services, of Section C for complete information on Government-furnished
property and services.

[]{.mark}

6\. FAR 9.1 Responsible Prospective SPs

For financial capability determination, the offeror shall submit as part
of its cost proposal, its certified financial statements for the two
prior fiscal years and the current year-to-date statements. If the
offeror is a partnership or joint venture, each of the companies that
make-up the offeror shall submit its certified financial statements for
the two prior fiscal years and the current year-to-date statements. The
financial statements shall include, as a minimum, Balance Sheet, Income
Statement, Statement of Cash Flows, and related explanatory notes. If
the offeror does not have certified financial statements, compiled or
reviewed statements shall be submitted. Additionally, each offeror shall
provide sources of capital, e.g., lines of credit, corporate capital
infusion etc. Detail information should be submitted on lines of credit
to include the name of the financial institution, total amount, amount
outstanding, and name and telephone number of a contact at the financial
institution.

[]{.mark}

(7). The SP's cost proposal shall consist of a signed SF33, and any
other fill-in clauses and provisions and the SP's cost proposal. The MEO
is not required to complete the SF 33. The SP shall complete the
required SF-33 section to include adding the SP's DUNS number in block
15A.

[]{.mark}

\(8\) Common costs include Government Furnished Property (GFP) in
Section C.3.1, joint inventories in Section.3.2.1.2.2 and security
clearances in Section C.1.3.7.3.

# L.7 INQUIRIES/QUESTIONS REGARDING THIS SOLICITATION

Inquiries concerning the solicitation requirements shall be in writing
and shall be received by the Contracting Officer at the location noted
in block 7 of the Standard Form 33, \"Solicitation, Offer and Award,\"
on or before 3:00 P. M. local time September 16, 2004. Questions shall
be e-mailed to [awss.fileact@irs.gov]{.underline}. The Government may
not consider questions after this date.

# 

# L.8 TECHNICAL LIBRARY

A technical Library is available until the proposal due date for SPs to
view data that was not distributed with the solicitation. The Technical
Library is available for examination on IRS web site
[www.irs.gov](http://www.irs.gov/). Technical library publications and
materials that are not available on the web site can be viewed on site
by contacting the point of contact listed below. Due to security and
sensitivity of some of the on-site publications and materials potential
SPs shall be required to sign a non-disclosure form. Non-disclosure
forms will be made available by the contact listed below. In addition,
reproduction or removal of security documents, publications, policies,
procedures or rules from the site location are prohibited.

Contact: (Name, Street Address, City, State, Zip) at (000) 000-0000
Monday through Friday, between the hours of 0:00 AM and 0:00 PM EST.
**(Technical Library contact and location will be designated by
amendment to this solicitation)**

SPs are cautioned that all questions concerning this RFP shall be
directed in writing in accordance with L.7 above. The Technical Library
Government representative is only in place to provide access to
documents and publications not listed on the Technical Library IRS web
site. SP's shall not direct any questions pertaining to this RFP to the
Technical Library Representative.

# L.9 PRE‑PROPOSAL CONFERENCE AND INDUSTRY DAY 

\(a\) A pre‑proposal conference for all prospective SPs is tentatively
scheduled for September 21 and 23 at in Ogden, UT and Andover, MA
respectively. The exact time and site location will be provided in the
near future by amendment to this solicitation.

All prospective SPs are urged to attend this conference. To make the
conference as productive as possible, SPs are requested to submit
questions pertaining to this procurement in writing or by email to
[awss.fileact@irs.gov]{.underline}. Questions must be submitted to:

Mr. Charles J. Conrad\~f \~f

IRS Procurement (O:S:A: P: CSA)

Constellation Center

6009 Oxon Hill Road

Oxon Hill, MD 20745

by 3:00 P. M. local time September 16, 2004.

\(b\) Failure of a prospective SP to submit questions or to attend the
conference will be construed to mean the SP fully understands all the
requirements of the solicitation. In no event will failure to attend the
pre‑proposal conference constitute grounds for a claim after award of
the contract.

\(c\) Remarks and explanations made at this conference shall not qualify
the terms and conditions of the solicitation, nor are they to be
construed as changes to the solicitation or specifications. Changes to
the terms and conditions, if any, shall be made in the form of a formal
written amendment to the solicitation. Questions and answers from the
conference will be provided to all potential SPs for informational
purposes only and shall be posted to IRS web site
[www.irs.gov](http://www.irs.gov/).

\(d\) In accordance with the IRS web site posting of August 16, 2004,
SPs shall register at email address [awss.fileact@irs.gov]{.underline}
by August 31, 2004 with the full name(s), social security number, and
organization of the SP\'s representative(s) who will attend the
conference. Due to security reasons potential SPs and the MEO shall be
limited to two representatives per organization. The SP representatives
upon arrival at the site shall possess a current and valid photo
identification or shall be denied access. Any SP representatives showing
up without the proper notification listed above shall be denied access
for the conference/industry day due to security reasons. No computer
equipment or camera equipment is authorized. Registration is required
due to the limited conference room capacity of the facilities. The
current facilities conference room will house approximately 60
participants. Early registration will assist the Government in
determining the size of the audience, actual number of days required and
notification to the SP on which day the SP shall attend if the audience
is greater than 60. If the audience is less than 60, the Pre-proposal
Conference/Industry Day will be condensed to one day September 21, 2004.
SP representatives shall be notified in advance.

# L.10 FAR 52.216‑1 TYPE OF CONTRACT (APR 1984)

The Government contemplates award of a [Firm Fixed Price
(FFP)]{.underline} contract resulting from this solicitation.

# L.11 FAR 52.222‑24 PREAWARD ON-SITE EQUAL OPPORTUNITY COMPLIANCE EVALUATION (FEB 1999)

If a contract in the amount of \$10 million or more will result from
this solicitation, the prospective Offeror and its known first-tier
subcontractors with anticipated subcontracts of \$10 million or more
shall be subject to a pre-award compliance evaluation by the Office of
Federal Contract Compliance Programs (OFCCP), unless, within the
preceding 24 months, OFCCP has conducted an evaluation and found the
prospective Offeror and subcontractors to be in compliance with
Executive Order 11246.

# 

# L.12 FAR 52.233‑2 SERVICE OF PROTEST (AUG 1996)

\(a\) Protests, as defined in section 33.101 of the Federal Acquisition
Regulation, that are filed directly with an agency, and copies of any
protests that are filed with the Government Accountability Office (GAO),
shall be served on the Contracting Officer (addressed as follows) by
obtaining written and dated acknowledgment of receipt from:

Mr. Charles J. Conrad[\~f \~f]{.mark}

IRS Procurement

Constellation Center

6009 Oxon Hill Road

Oxon Hill, MD 20745

\(b\) The copy of any protest shall be received in the office designated
above within one day of filing a protest with the GAO.

**L.13 FAR 52.237- SITE VISIT (APR 1984)**

Offerors or quoters are urged and expected to inspect the site where
services are to be performed and to satisfy themselves regarding all
general and local conditions that may affect the cost of contract
performance, to the extent that the information is reasonably
obtainable. In no event shall failure to inspect the site constitute
grounds for a claim after contract award.

(End of provision)

# L.14 FAR 52.252-5 AUTHORIZED DEVIATIONS IN PROVISIONS (APR 1984)

#  (IAW FAR 52.107(e))

\(a\) The use in this solicitation of any Federal Acquisition Regulation
(48 CFR Chapter 1) provision with an authorized deviation is indicated
by the addition of \"(DEVIATION)\" after the date of the provision.

\(b\) The use in this solicitation of any Defense Federal Acquisition
Regulation Supplement (48 CFR Chapter 2) provision with an authorized
deviation is indicated by the addition of "(DEVIATION)\" after the name
of the regulation.

(End of Provision)

# L.15 DTAR 1052.219-71 SUBCONTRACTING PLAN (MAR 2002)

#  (IAW DTAR 1019.708-70(b))

Not applicable to the Government MEO.

As part of its initial proposal, each large business shall submit a
subcontracting plan, as prescribed in FAR 52.219-9. Use of the
subcontracting plan outline contained in Section J of this solicitation
is optional; however, plans must contain all elements included in the
outline.

(End of Provision)

# L.16 FAR 52.252‑1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE, (FEB 1998)

This solicitation incorporates one or more solicitation provisions by
reference, with the same force and effect as if they were given in full
text. Upon request, the Contracting Officer will make their full text
available. The SP is cautioned that the listed provisions may include
blocks that must be completed by the SP and submitted with its quotation
or offer. In lieu of submitting the full text of those provisions, the
SP may identify the provision by paragraph identifier and provide the
appropriate information with its quotation or offer. The full text of
FAR clauses may be accessed electronically at
[www.acqnet.gov](http://www.arnet.gov/) or
[http://farsite.hill.af.mil](http://farsite.hill.af.mil/)[.]{.underline}

# L.17 Competitive Range

\(a\) The Government intends to award without discussions.

\(b\) Should a competitive range determination be deemed necessary and
subsequently made, each SP remaining in the competitive range shall
receive decision letters or evaluation notices (ENs) and will be
scheduled for either written or oral discussions. After discussions are
held, revised proposals will be requested.

# 

# L.18 Compliance Matrix. 

Each hard copy of the SP's technical and cost proposal shall contain the
following compliance matrix with the column "INDEX TO PROPOSAL"
completed by inserting the identification of the location in the SP's
proposal as to where the SP has addressed the associated solicitation
requirement. The compliance matrix shall not count in the total page
count of the Technical Proposal.

ATTACHMENT "A" COMPLIANCE MATRIX

+----------------+-----------+-----------------------+----------------+
| SECTION        | PARA-     | NARRATIVE             | INDEX TO       |
|                | GRAPH     |                       | PROPOSAL       |
+================+===========+=======================+================+
|                |           |                       |                |
+----------------+-----------+-----------------------+----------------+
| PART 1 --      | B,        | The SP shall develop  |                |
| Section B and  | C-1.3.2,  | comprehensive         |                |
| C              | L.4, and  | procedures for        |                |
|                | M.3       | phasing in SP         |                |
| PART IV -      |           | performance to the    |                |
| Section L and  |           | level prescribed and  |                |
| M              |           | within the time       |                |
|                |           | allowed under the     |                |
|                |           | terms of this         |                |
|                |           | Contract.             |                |
|                |           |                       |                |
|                |           | The SP shall          |                |
|                |           | describe, in detail,  |                |
|                |           | how the start-up and  |                |
|                |           | phase-in will be      |                |
|                |           | managed for this      |                |
|                |           | contract.             |                |
+----------------+-----------+-----------------------+----------------+
| PART I         | C         | The SP shall perform  |                |
| --Section C    | -1.3.1.2, | continual Project     |                |
|                | L.4 and   | Management. The SP    |                |
| PART IV -      | M.3       | shall provide an      |                |
| Section L and  |           | overall Program       |                |
| M              |           | Manager and provide a |                |
|                |           | Site Manager at each  |                |
|                |           | Files Activity        |                |
|                |           | location during hours |                |
|                |           | of operation as       |                |
|                |           | defined in this       |                |
|                |           | section of the        |                |
|                |           | Contract.             |                |
+----------------+-----------+-----------------------+----------------+
| PART I         | C-1.3.6,  | Files Activity        |                |
| --Section C    | E.4-E.6,  | workload data is      |                |
| and Sect E     | L.4, L15, | provided in TE 5-001. |                |
|                | and M.3   | This workload data is |                |
| PART IV -      |           | based on historical   |                |
| Section L and  |           | data, where           |                |
| M              |           | available, or         |                |
|                |           | estimates of          |                |
|                |           | workload. This        |                |
|                |           | workload is provided  |                |
|                |           | to assist offerors in |                |
|                |           | proposal preparation, |                |
|                |           | and shall not be a    |                |
|                |           | limiting factor on    |                |
|                |           | the SP's obligation   |                |
|                |           | to perform all        |                |
|                |           | services described in |                |
|                |           | this Contract to the  |                |
|                |           | required performance  |                |
|                |           | standards. The SP     |                |
|                |           | shall be held to the  |                |
|                |           | same performance      |                |
|                |           | standards and         |                |
|                |           | requirements          |                |
|                |           | regardless of whether |                |
|                |           | workload increases or |                |
|                |           | decreases. In         |                |
|                |           | addition, the         |                |
|                |           | Government            |                |
|                |           | anticipates that      |                |
|                |           | workload may be       |                |
|                |           | distributed over the  |                |
|                |           | sites differently     |                |
|                |           | than in the provided  |                |
|                |           | workload data.        |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-1.3.7,  | Personnel: The SP     |                |
| Section C, H,  | C-1.5.4,  | shall employ and      |                |
|                | H.14,     | maintain personnel    |                |
| PART IV --     | L.4, and  | and key personnel     |                |
| Section L and  | M.3       | positions who have    |                |
| M              |           | knowledge of          |                |
|                |           | Governmental          |                |
|                |           | requirements, forms,  |                |
|                |           | publications,         |                |
|                |           | policies, and         |                |
|                |           | regulations.          |                |
|                |           |                       |                |
|                |           | All SP employees      |                |
|                |           | shall successfully    |                |
|                |           | complete an MBI for a |                |
|                |           | position of public    |                |
|                |           | trust.                |                |
|                |           |                       |                |
|                |           | The SP shall ensure   |                |
|                |           | that employees attend |                |
|                |           | required security     |                |
|                |           | briefings.            |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-1.3.8,  | The SP shall submit   |                |
| Section C, F,  | TE 1-003, | a:                    |                |
| H              | F.6       |                       |                |
|                | .2-F.6.5, | Management Plan,      |                |
| PART III -     | H.12,     |                       |                |
| Section J      | J.3, L.4, | Strike Contingency    |                |
|                | and M.3   | Plan                  |                |
| PART IV --     |           |                       |                |
| Section L and  |           | Continuity of         |                |
| M              |           | Operation Plan        |                |
|                |           |                       |                |
|                |           | Subcontracting Plan   |                |
|                |           |                       |                |
|                |           | The SP shall submit   |                |
|                |           | the above plans with  |                |
|                |           | their proposal. The   |                |
|                |           | final plans,          |                |
|                |           | incorporating any     |                |
|                |           | changes based upon    |                |
|                |           | the phase-in period,  |                |
|                |           | shall be submitted to |                |
|                |           | the CO 10 business    |                |
|                |           | days prior to the     |                |
|                |           | completion of the     |                |
|                |           | phase-in period and   |                |
|                |           | within five days      |                |
|                |           | after changes occur.  |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-1.4.2,  | The SP shall be       |                |
| Section C and  | F.6.7,    | responsible for the   |                |
| F              | L.4, and  | quality of products   |                |
|                | M.3       | and services provided |                |
| PART IV --     |           | under this contract,  |                |
| Section L and  |           | to include those      |                |
| M              |           | products and services |                |
|                |           | provided by           |                |
|                |           | subcontract.          |                |
|                |           |                       |                |
|                |           | The SP shall develop  |                |
|                |           | and implement an      |                |
|                |           | effective, proactive  |                |
|                |           | Quality Control Plan  |                |
|                |           | for measuring and     |                |
|                |           | attaining quality of  |                |
|                |           | performance under     |                |
|                |           | this Contract.        |                |
|                |           |                       |                |
|                |           | The SP shall submit a |                |
|                |           | Quality Control Plan  |                |
|                |           | describing the        |                |
|                |           | Quality Control       |                |
|                |           | Program as part of    |                |
|                |           | the proposal. The     |                |
|                |           | final Quality Control |                |
|                |           | Plan, incorporating   |                |
|                |           | any changes based     |                |
|                |           | upon the phase-in     |                |
|                |           | period, shall be      |                |
|                |           | submitted to the CO   |                |
|                |           | for concurrence 10    |                |
|                |           | workdays prior to     |                |
|                |           | completion of the     |                |
|                |           | phase-in period and   |                |
|                |           | within 5 workdays     |                |
|                |           | after changes occur   |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-1.5,    | The SP shall comply   |                |
| Section C, F,  | C-1.5.1,  | with all applicable   |                |
| and H          | C-1.5.2,  | Federal, State, and   |                |
|                | F.6.8,    | local laws and        |                |
|                | and H.18  | regulations while     |                |
|                |           | engaged in the        |                |
|                |           | performance of this   |                |
|                |           | contract.             |                |
|                |           |                       |                |
|                |           | The SP shall develop  |                |
|                |           | and submit a Safety   |                |
|                |           | Plan with their       |                |
|                |           | proposal, within 10   |                |
|                |           | business days prior   |                |
|                |           | to completion of the  |                |
|                |           | phase-in period       |                |
|                |           | (incorporating        |                |
|                |           | changes from the      |                |
|                |           | phase-in), and NLT 30 |                |
|                |           | calendar days prior   |                |
|                |           | to effective date of  |                |
|                |           | changes.              |                |
|                |           |                       |                |
|                |           | The SP shall be       |                |
|                |           | responsible for       |                |
|                |           | maintaining           |                |
|                |           | satisfactory          |                |
|                |           | standards of employee |                |
|                |           | competency conduct    |                |
|                |           | appearance and        |                |
|                |           | integrity and shall   |                |
|                |           | be responsible for    |                |
|                |           | taking such           |                |
|                |           | disciplinary actions  |                |
|                |           | with respect to his   |                |
|                |           | employees as may be   |                |
|                |           | necessary.            |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-3.1,\   | The SP shall conduct  |                |
| Section C and  | C-3.      | a 100% joint          |                |
| F              | 2.1.2.2,\ | inventory at least 10 |                |
|                | C-3.      | calendar days before  |                |
|                | 2.1.2.5,\ | the completion of the |                |
|                | C-3.      | phase-in period IAW   |                |
|                | 2.1.3.1,\ | the Information       |                |
|                | C-3       | Technology Asset      |                |
|                | .2.1.3.2, | Management System     |                |
|                | F.6.9,and | (ITAMS).              |                |
|                | F.6.10    |                       |                |
|                |           | The Service Provider  |                |
|                |           | shall submit a        |                |
|                |           | detailed final        |                |
|                |           | Government Property   |                |
|                |           | Inventory Report to   |                |
|                |           | the COTR within 15    |                |
|                |           | calendar days after   |                |
|                |           | completion of the     |                |
|                |           | phase-in period.      |                |
|                |           |                       |                |
|                |           | The SP shall          |                |
|                |           | establish and         |                |
|                |           | maintain records of   |                |
|                |           | all GFP. The records  |                |
|                |           | shall be maintained   |                |
|                |           | IAW the functional    |                |
|                |           | guidance for the      |                |
|                |           | automated system in   |                |
|                |           | use manually IAW      |                |
|                |           | instructions          |                |
|                |           | contained in ITAMS.   |                |
|                |           |                       |                |
|                |           | The SP shall conduct  |                |
|                |           | an annual physical    |                |
|                |           | inventory of all GFP. |                |
|                |           |                       |                |
|                |           | The SP shall not use  |                |
|                |           | GFE for any other     |                |
|                |           | purpose than          |                |
|                |           | execution of work     |                |
|                |           | under this Contract.  |                |
+----------------+-----------+-----------------------+----------------+
| PART I         | C-3.6 and | The Government shall  |                |
| -Section C and | H.19      | furnish utilities as  |                |
| H              |           | currently installed   |                |
|                |           | in GFF. All           |                |
|                |           | facilities do not     |                |
|                |           | receive the same      |                |
|                |           | utility services. The |                |
|                |           | SP shall not change   |                |
|                |           | or modify any utility |                |
|                |           | system or component   |                |
|                |           | without prior review  |                |
|                |           | by and written        |                |
|                |           | approval from the DGR |                |
|                |           | and CO.               |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-4.1 and | The SP shall furnish  |                |
| Section C and  | H.16      | all property,         |                |
| H              |           | equipment, materials, |                |
|                |           | or services necessary |                |
|                |           | to perform this       |                |
|                |           | Contract that are not |                |
|                |           | specifically          |                |
|                |           | identified as         |                |
|                |           | Government-Furnished  |                |
|                |           | in Section C-3 or     |                |
|                |           | elsewhere in this     |                |
|                |           | Contract.             |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-5.1.4   | The SP shall at no    |                |
| Section C      |           | time access or use    |                |
|                |           | taxpayer information  |                |
|                |           | and data for          |                |
|                |           | unauthorized reasons  |                |
|                |           | or release such       |                |
|                |           | information and data  |                |
|                |           | to unauthorized       |                |
|                |           | personnel. All        |                |
|                |           | disclosure shall be   |                |
|                |           | in accordance with    |                |
|                |           | the listing in        |                |
|                |           | Internal Revenue Code |                |
|                |           | (IRC) 6103(e)         |                |
|                |           | (Disclosure to        |                |
|                |           | Persons Having        |                |
|                |           | Material Interest)    |                |
|                |           | and IRM 11.3.24       |                |
|                |           | (Disclosure of        |                |
|                |           | Official Information, |                |
|                |           | Disclosure to         |                |
|                |           | Contractors). SP      |                |
|                |           | employees shall be    |                |
|                |           | subject to the        |                |
|                |           | Taxpayer Browsing     |                |
|                |           | Protection Act of     |                |
|                |           | 1997.                 |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-5.1.6   | Unless otherwise      |                |
| Section C      |           | approved by the CO    |                |
|                |           | and appropriate IRS   |                |
|                |           | IT organizational     |                |
|                |           | component, the SP     |                |
|                |           | shall use existing    |                |
|                |           | IRS systems or        |                |
|                |           | subsequent            |                |
|                |           | replacement systems   |                |
|                |           | for the performance   |                |
|                |           | of Files Activity     |                |
|                |           | functions.            |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-5.2     | Responding to         |                |
| Section C      |           | Customer Inquiries.   |                |
|                |           | The SP shall          |                |
|                |           | accurately respond to |                |
|                |           | customer inquiries    |                |
|                |           | received via          |                |
|                |           | telephone,            |                |
|                |           | Teletypewriter (TTY), |                |
|                |           | and e-mail. The SP    |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the         |                |
|                |           | Performance           |                |
|                |           | Requirements Summary  |                |
|                |           | (PRS).                |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.4     | Receipt of Incoming   |                |
| Section C      |           | Mail. The SP shall    |                |
|                |           | receive incoming mail |                |
|                |           | from the IRS mail     |                |
|                |           | function. The SP      |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.5     | Initial File Receipt. |                |
| Section C      |           | The SP shall receive  |                |
|                |           | and verify blocks of  |                |
|                |           | returns, documents,   |                |
|                |           | re-processed returns  |                |
|                |           | and documents, and    |                |
|                |           | re-inputted returns   |                |
|                |           | and documents. The SP |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.6     | Files Services. The   |                |
| Section C      |           | SP shall perform      |                |
|                |           | filing, fill general  |                |
|                |           | file requests,        |                |
|                |           | perform refiling, and |                |
|                |           | sort and sequence     |                |
|                |           | work going to NARA.   |                |
|                |           | The SP shall meet all |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.7     | Specific File         |                |
| Section C      |           | Requests. The SP      |                |
|                |           | shall process         |                |
|                |           | specific types of     |                |
|                |           | file requests,        |                |
|                |           | including AIMS,       |                |
|                |           | remittance searches,  |                |
|                |           | and research of       |                |
|                |           | electronic media. The |                |
|                |           | SP shall meet all     |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.8     | Other Files Services. |                |
| Section C      |           | The SP shall perform  |                |
|                |           | other files services  |                |
|                |           | such as filling CI    |                |
|                |           | system requests,      |                |
|                |           | processing            |                |
|                |           | undeliverables, and   |                |
|                |           | processing IDRS and   |                |
|                |           | unique associations.  |                |
|                |           | The SP shall meet all |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.9     | Retirement. The SP    |                |
| Section C      |           | shall prepare         |                |
|                |           | documents for         |                |
|                |           | retirement. The SP    |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.10    | Preparation for       |                |
| Section C      |           | Destruction. The SP   |                |
|                |           | shall prepare         |                |
|                |           | documents for         |                |
|                |           | destruction. The SP   |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | C-5.11    | CSED Program. The SP  |                |
| Section C      |           | shall receive and     |                |
|                |           | process CSED          |                |
|                |           | requests. The SP      |                |
|                |           | shall meet all        |                |
|                |           | performance standards |                |
|                |           | listed in the PRS.    |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C-6 and   | The SP is obligated   |                |
| Section C and  | F.6.6     | to comply with the    |                |
| F              |           | guidance contained in |                |
|                |           | these publications in |                |
|                |           | the establishment and |                |
|                |           | operation of Files    |                |
|                |           | Activity processes.   |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | C         | Reports and           |                |
| Section C and  | -1.2.3.4, | Deliverables. The SP  |                |
| F              | C-1.4.3,  | shall provide all     |                |
|                | TE 1-003, | reports and           |                |
|                | F.6       | deliverables in       |                |
|                | .1-F.6.10 | accordance with the   |                |
|                |           | time schedules for    |                |
|                |           | each files activity   |                |
|                |           | location listed       |                |
|                |           | within the PWS. The   |                |
|                |           | SP shall maintain     |                |
|                |           | records of all        |                |
|                |           | reports and the data  |                |
|                |           | used to develop those |                |
|                |           | reports as required   |                |
|                |           | in PWS TE 1-003,      |                |
|                |           | Reports and           |                |
|                |           | Deliverables List.    |                |
|                |           | Reports and           |                |
|                |           | deliverables must be  |                |
|                |           | Section 508 compliant |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.21 and  | The SP system shall   |                |
| Section H      | M.4       | support access by     |                |
|                |           | persons with          |                |
|                |           | disabilities as       |                |
|                |           | described in Section  |                |
|                |           | 508 of the            |                |
|                |           | Rehabilitation Act.   |                |
|                |           | The IRS will provide  |                |
|                |           | screen reader         |                |
|                |           | software, screen      |                |
|                |           | enlargement software, |                |
|                |           | or other standard     |                |
|                |           | accessibility         |                |
|                |           | software required on  |                |
|                |           | the IRS user personal |                |
|                |           | computers.            |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.17 and  | Reference FAR clause  |                |
| Section H      | I.2       | entitled \"Insurance  |                |
|                | (         | . . .\" the Offeror   |                |
| PART II --     | 52.228-5) | shall, at its own     |                |
| Section I      |           | expense, procure and  |                |
|                |           | thereafter maintain   |                |
|                |           | the following kinds   |                |
|                |           | of insurance with     |                |
|                |           | respect to            |                |
|                |           | performance under the |                |
|                |           | contract.             |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.17 and  | Workmen\'s            |                |
| Section H      | I.2       | Compensation and      |                |
|                | (         | Employers Liability   |                |
| PART II --     | 52.228-5) | Insurance as required |                |
| Section I      |           | by law except that if |                |
|                |           | this contract is to   |                |
|                |           | be performed in a     |                |
|                |           | State which does not  |                |
|                |           | require or permit     |                |
|                |           | private insurance,    |                |
|                |           | then compliance with  |                |
|                |           | the statutory or      |                |
|                |           | administrative        |                |
|                |           | requirements in any   |                |
|                |           | such State will be    |                |
|                |           | satisfactory. The     |                |
|                |           | required Workmen\'s   |                |
|                |           | Compensation          |                |
|                |           | insurance shall       |                |
|                |           | extend to cover       |                |
|                |           | employer\'s liability |                |
|                |           | for accidental bodily |                |
|                |           | injury or death and   |                |
|                |           | for occupational      |                |
|                |           | disease with a        |                |
|                |           | minimum liability     |                |
|                |           | limit of \$100,000.   |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.17 and  | General Liability     |                |
| Section H      | I.2       | Insurance. Bodily     |                |
|                | (         | injury liability      |                |
| PART II --     | 52.228-5) | insurance, in the     |                |
| Section I      |           | minimum limit of      |                |
|                |           | \$500,000 per         |                |
|                |           | occurrence shall be   |                |
|                |           | required on the       |                |
|                |           | comprehensive form of |                |
|                |           | policy.               |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.17 and  | Automobile Liability  |                |
| Section H      | I.2       | Insurance. This       |                |
|                | (         | insurance shall be    |                |
| PART II --     | 52.228-5) | required on the       |                |
| Section I      |           | comprehensive form of |                |
|                |           | policy and shall      |                |
|                |           | provide bodily injury |                |
|                |           | liability and         |                |
|                |           | property damage       |                |
|                |           | liability covering    |                |
|                |           | the operation of all  |                |
|                |           | automobiles used in   |                |
|                |           | connection with the   |                |
|                |           | performance of the    |                |
|                |           | contract. At least    |                |
|                |           | the minimum limits of |                |
|                |           | \$200,000 per person  |                |
|                |           | and \$500,000 per     |                |
|                |           | occurrence for bodily |                |
|                |           | injury and \$20,000   |                |
|                |           | per occurrence for    |                |
|                |           | property damage shall |                |
|                |           | be required. This     |                |
|                |           | insurance shall cover |                |
|                |           | the operation of      |                |
|                |           | automobiles by        |                |
|                |           | offeror employees and |                |
|                |           | authorized government |                |
|                |           | employees and third   |                |
|                |           | parties, except that  |                |
|                |           | coverage shall not be |                |
|                |           | applicable to         |                |
|                |           | Government-owned      |                |
|                |           | vehicles operated     |                |
|                |           | solely by the         |                |
|                |           | Government.           |                |
+----------------+-----------+-----------------------+----------------+
| PART I -       | H.14,     | The SP shall provide  |                |
| Section H      | L.4, and  | with its proposal a   |                |
|                | M.3       | letter of intent for  |                |
| PART IV --     |           | key personnel not     |                |
| Section L and  |           | currently employed by |                |
| M              |           | the SP or sub-SP or   |                |
|                |           | those positions       |                |
|                |           | intended to be filled |                |
|                |           | by current Government |                |
|                |           | employees.            |                |
+----------------+-----------+-----------------------+----------------+
| PART II --     | I.2       | The Offeror shall     |                |
| Section I      | (Right of | give Government       |                |
|                | First     | employees who have    |                |
|                | Refusal   | been or will be       |                |
|                | of        | adversely affected or |                |
|                | Em        | separated as a result |                |
|                | ployment, | of award of this      |                |
|                | 52.207-3) | contract the right of |                |
|                |           | first refusal for     |                |
|                |           | employment openings   |                |
|                |           | under the contract in |                |
|                |           | positions for which   |                |
|                |           | they are qualified,   |                |
|                |           | if that employment is |                |
|                |           | consistent with       |                |
|                |           | post-Government       |                |
|                |           | employment conflict   |                |
|                |           | of interest           |                |
|                |           | standards.            |                |
+----------------+-----------+-----------------------+----------------+
| PART II --     | I.2       | The Contracting       |                |
| Section I      | (Service  | Officer will request  |                |
|                | Contract  | wage determinations   |                |
|                | Act,      | for additional places |                |
|                | 5         | of performance if     |                |
|                | 2.222-41) | asked to do so in     |                |
|                |           | writing.              |                |
+----------------+-----------+-----------------------+----------------+
| Part I --      | A and L.1 | The SP shall enter,   |                |
| Section A      | (         | in the block (15A)    |                |
|                | 52.204-6) | with its name and     |                |
| PART IV -      |           | address on the cover  |                |
| Section L      |           | page (SF 33) of its   |                |
|                |           | offer, the annotation |                |
|                |           | \"DUNS\" followed by  |                |
|                |           | the DUNS number that  |                |
|                |           | identifies the SP\'s  |                |
|                |           | name and address      |                |
|                |           | exactly as stated in  |                |
|                |           | the offer. The DUNS   |                |
|                |           | number is a           |                |
|                |           | nine-digit number     |                |
|                |           | assigned by Dun and   |                |
|                |           | Bradstreet            |                |
|                |           | Information Services. |                |
+----------------+-----------+-----------------------+----------------+
| PART III --    | J.4, L.4, | To assist the         |                |
| Section J      | L.5, L.6, | Government in         |                |
|                | and M.5   | reducing the          |                |
| PART IV --     |           | evaluation period,    |                |
| Section L and  |           | the SP shall submit   |                |
| M              |           | to the Contracting    |                |
|                |           | Officer its present   |                |
|                |           | and past performance  |                |
|                |           | information and       |                |
|                |           | Representations and   |                |
|                |           | Certifications no     |                |
|                |           | later than 3:00 P. M. |                |
|                |           | local time **\[insert |                |
|                |           | date\]**.             |                |
|                |           |                       |                |
|                |           | The receipt of        |                |
|                |           | present and past      |                |
|                |           | performance           |                |
|                |           | information is        |                |
|                |           | subject to FAR        |                |
|                |           | 52.215-1(c) (3) (i),  |                |
|                |           | Late Proposals and    |                |
|                |           | Revisions). Each hard |                |
|                |           | copy of the SP's      |                |
|                |           | present and past      |                |
|                |           | performance           |                |
|                |           | information shall be  |                |
|                |           | in a loose-leaf       |                |
|                |           | binder.               |                |
|                |           |                       |                |
|                |           | The SP shall provide  |                |
|                |           | the digital copy on a |                |
|                |           | 3 ½" floppy disk or   |                |
|                |           | CD-ROM disk in a      |                |
|                |           | Microsoft product.    |                |
|                |           |                       |                |
|                |           | The SP shall submit   |                |
|                |           | the rest of its       |                |
|                |           | initial proposal no   |                |
|                |           | later than the        |                |
|                |           | solicitation closing  |                |
|                |           | date and time.        |                |
+----------------+-----------+-----------------------+----------------+
| PART IV --     | L.4 and   | Identify areas of     |                |
| Section L and  | M.5       | proposal risk in      |                |
| M              |           | response to Part IV,  |                |
|                |           | paragraph M.5, and    |                |
|                |           | explain approach to   |                |
|                |           | min                   |                |
|                |           | imize/manage/mitigate |                |
|                |           | the impact of these   |                |
|                |           | risks on the success  |                |
|                |           | of the effort.        |                |
|                |           | Proposal risk         |                |
|                |           | identifies and        |                |
|                |           | evaluates the risks,  |                |
|                |           | weaknesses, and       |                |
|                |           | strengths of the      |                |
|                |           | SP\'s proposed        |                |
|                |           | approach for each of  |                |
|                |           | the Mission           |                |
|                |           | Capability factors    |                |
|                |           | and sub factors. Risk |                |
|                |           | assessment includes   |                |
|                |           | any potential for     |                |
|                |           | disruption of         |                |
|                |           | schedule, increased   |                |
|                |           | cost, degradation of  |                |
|                |           | performance, the need |                |
|                |           | for increased         |                |
|                |           | Government oversight, |                |
|                |           | as well as the        |                |
|                |           | likelihood of         |                |
|                |           | unsuccessful          |                |
|                |           | performance. Also,    |                |
|                |           | the Government will   |                |
|                |           | evaluate how the SP   |                |
|                |           | proposes to mitigate  |                |
|                |           | any identified risk.  |                |
+----------------+-----------+-----------------------+----------------+
| PART IV --     | L.6       | SPs shall submit      |                |
| Section L      |           | other than cost and   |                |
|                |           | pricing data adequate |                |
|                |           | for to support        |                |
|                |           | reasonableness and    |                |
|                |           | realism of the        |                |
|                |           | proposed price.       |                |
+----------------+-----------+-----------------------+----------------+
| PART IV --     | L.6       | The SP shall submit   |                |
| Section L      |           | as part of its cost   |                |
|                |           | proposal its          |                |
|                |           | certified financial   |                |
|                |           | statements for the    |                |
|                |           | two prior fiscal      |                |
|                |           | years and the current |                |
|                |           | year-to-date. If the  |                |
|                |           | SP is a combination   |                |
|                |           | of firms (for         |                |
|                |           | example, a            |                |
|                |           | partnership or joint  |                |
|                |           | venture), each of the |                |
|                |           | companies that make   |                |
|                |           | up the SP shall       |                |
|                |           | submit its certified  |                |
|                |           | financial statements  |                |
|                |           | for the two prior     |                |
|                |           | fiscal years and the  |                |
|                |           | current year-to-date. |                |
|                |           | The financial         |                |
|                |           | statements shall      |                |
|                |           | include a Balance     |                |
|                |           | Sheet, Income         |                |
|                |           | Statement, and        |                |
|                |           | Statement of Cash     |                |
|                |           | Flows with            |                |
|                |           | explanatory notes.    |                |
+----------------+-----------+-----------------------+----------------+
|                |           | The SP shall provide  |                |
|                |           | sources of capital,   |                |
|                |           | e.g., letters of      |                |
|                |           | credit and corporate  |                |
|                |           | capital infusion.     |                |
+----------------+-----------+-----------------------+----------------+
| PART IV --     | L.6       | Address all           |                |
| Section L      |           | escalation rates used |                |
|                |           | to prepare the price  |                |
|                |           | proposal broken out   |                |
|                |           | by year and           |                |
|                |           | functional category.  |                |
+----------------+-----------+-----------------------+----------------+
| PART I --      | H.10,     | In accordance with    |                |
| Section H      | H.13,     | FAR Part 19, FAR      |                |
|                | J.2, J.3, | clause 52.219-9, each |                |
| PART III --    | L.4,      | large business SP     |                |
| Section J      | L.14, M.3 | shall provide a small |                |
|                |           | business              |                |
| PART IV        |           | subcontracting plan,  |                |
| -Section L and |           | specific to this      |                |
| M              |           | contract that is      |                |
|                |           | acceptable to the     |                |
|                |           | Contracting Officer   |                |
|                |           | as part of its        |                |
|                |           | proposal. The SP      |                |
|                |           | shall provide the     |                |
|                |           | digital copy on a 3   |                |
|                |           | ½" floppy disk or     |                |
|                |           | CD-ROM disk in a      |                |
|                |           | Microsoft product.    |                |
+----------------+-----------+-----------------------+----------------+
| PART IV -      | L.6       | The SF 33 proposal    |                |
| Section L      |           | shall consist of a    |                |
|                |           | signed SF 33 and any  |                |
|                |           | other fill-in clauses |                |
|                |           | and provisions.       |                |
+----------------+-----------+-----------------------+----------------+
| PART IV --     | L.6       | Identify in your      |                |
| Section L      |           | price proposal which  |                |
|                |           | labor classifications |                |
|                |           | will fall under the   |                |
|                |           | SCA. Only escalate    |                |
|                |           | the exempt rates for  |                |
|                |           | the option years.     |                |
+----------------+-----------+-----------------------+----------------+
|                |           | Material. Provide     |                |
|                |           | information showing   |                |
|                |           | the reasonableness of |                |
|                |           | the material costs    |                |
|                |           | for each CLIN.        |                |
|                |           | Identify the major    |                |
|                |           | material items and    |                |
|                |           | quantities required   |                |
|                |           | and the proposed unit |                |
|                |           | prices.               |                |
+----------------+-----------+-----------------------+----------------+
|                |           | Subcontracting.       |                |
|                |           | Provide a breakdown   |                |
|                |           | of work to be         |                |
|                |           | performed by sub SPs  |                |
|                |           | by task, number of    |                |
|                |           | hours and cost.       |                |
+----------------+-----------+-----------------------+----------------+

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