OMB Control No. 1505-0081

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| [ The above    |                |                |                |
| numbered       |                |                |                |
| solicitation   |                |                |                |
| is amended as  |                |                |                |
| set forth in   |                |                |                |
| Item 14. The   |                |                |                |
| hour and date  |                |                |                |
| specified for  |                |                |                |
| receipt of     |                |                |                |
| Offers is      |                |                |                |
| extended, is   |                |                |                |
| not            |                |                |                |
| extended       |                |                |                |
| .]{.underline} |                |                |                |
|                |                |                |                |
| [Offers must   |                |                |                |
| acknowledge    |                |                |                |
| receipt of     |                |                |                |
| this amendment |                |                |                |
| prior to the   |                |                |                |
| hour and date  |                |                |                |
| specified in   |                |                |                |
| the            |                |                |                |
| solicitation   |                |                |                |
| or as amended, |                |                |                |
| by one of the  |                |                |                |
| following      |                |                |                |
| methods        |                |                |                |
| :]{.underline} |                |                |                |
|                |                |                |                |
| [(a) By        |                |                |                |
| completing     |                |                |                |
| Items 8 and    |                |                |                |
| 15, and        |                |                |                |
| returning      |                |                |                |
| \_\_\_1\_\_    |                |                |                |
| copies of the  |                |                |                |
| amendment; (b) |                |                |                |
| By             |                |                |                |
| acknowledging  |                |                |                |
| receipt of     |                |                |                |
| this amendment |                |                |                |
| on each copy   |                |                |                |
| of the offer   |                |                |                |
| submitted; or  |                |                |                |
| (c) By         |                |                |                |
| separate       |                |                |                |
| letter or      |                |                |                |
| telegram which |                |                |                |
| includes a     |                |                |                |
| reference to   |                |                |                |
| the            |                |                |                |
| solicitation   |                |                |                |
| and amendment  |                |                |                |
| numbers.       |                |                |                |
| FAILURE OF     |                |                |                |
| YOUR           |                |                |                |
| ACKNOWLEDGMENT |                |                |                |
| TO BE RECEIVED |                |                |                |
| AT THE PLACE   |                |                |                |
| DESIGNATED FOR |                |                |                |
| THE RECEIPT OF |                |                |                |
| OFFERS PRIOR   |                |                |                |
| TO THE HOUR    |                |                |                |
| AND DATA       |                |                |                |
| SPECIFIED MAY  |                |                |                |
| RESULT IN      |                |                |                |
| REJECTION OF   |                |                |                |
| YOUR OFFER. If |                |                |                |
| by virtue of   |                |                |                |
| this amendment |                |                |                |
| you desire to  |                |                |                |
| change an      |                |                |                |
| offer already  |                |                |                |
| submitted,     |                |                |                |
| such change    |                |                |                |
| may be made by |                |                |                |
| telegram or    |                |                |                |
| letter,        |                |                |                |
| provided each  |                |                |                |
| telegram or    |                |                |                |
| letter makes   |                |                |                |
| reference to   |                |                |                |
| the            |                |                |                |
| solicitation   |                |                |                |
| and this       |                |                |                |
| amendment, and |                |                |                |
| is received    |                |                |                |
| prior to the   |                |                |                |
| opening hour   |                |                |                |
| and data       |                |                |                |
| specified      |                |                |                |
| .]{.underline} |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [12.           |                |                |                |
| ACCOUNTING AND |                |                |                |
| APPROPRIATION  |                |                |                |
| DATA           |                |                |                |
| ]{.u           |                |                |                |
| nderline}*[(If |                |                |                |
| required)      |                |                |                |
| ]{.underline}* |                |                |                |
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+----------------+----------------+----------------+----------------+
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+----------------+----------------+----------------+----------------+
| **[13. THIS    |                |                |                |
| ITEM APPLIES   |                |                |                |
| ONLY TO        |                |                |                |
| MODIFICATIONS  |                |                |                |
| OF             |                |                |                |
| CONT           |                |                |                |
| RACTS/ORDERS,] |                |                |                |
| {.underline}** |                |                |                |
|                |                |                |                |
| **[IT MODIFIES |                |                |                |
| THE            |                |                |                |
| CONTRACT/ORDER |                |                |                |
| NO. AS         |                |                |                |
| DESCRIBED IN   |                |                |                |
| ITEM           |                |                |                |
| 14.]           |                |                |                |
| {.underline}** |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [(x            | [A. THIS       |                |                |
| )]{.underline} | CHANGE ORDER   |                |                |
|                | IS ISSUED      |                |                |
|                | PURSUANT TO:   |                |                |
|                | ]{.underl      |                |                |
|                | ine}*[(Specify |                |                |
|                | authority)]    |                |                |
|                | {.underline}*[ |                |                |
|                | THE CHANGES    |                |                |
|                | SET FORTH IN   |                |                |
|                | ITEM 14 ARE    |                |                |
|                | MADE IN THE    |                |                |
|                | CONTRACT ORDER |                |                |
|                | NO. IN ITEM    |                |                |
|                | 10A            |                |                |
|                | .]{.underline} |                |                |
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+----------------+----------------+----------------+----------------+
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+----------------+----------------+----------------+----------------+
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+----------------+----------------+----------------+----------------+
|                | [B. THE ABOVE  |                |                |
|                | NUMBERED       |                |                |
|                | CONTRACT/ORDER |                |                |
|                | IS MODIFIED TO |                |                |
|                | REFLECT THE    |                |                |
|                | ADMINISTRATIVE |                |                |
|                | CHANGES        |                |                |
|                | ]{.und         |                |                |
|                | erline}*[(such |                |                |
|                | as changes in  |                |                |
|                | paying office, |                |                |
|                | appropriation  |                |                |
|                | date, etc.)    |                |                |
|                | ]{.u           |                |                |
|                | nderline}*[SET |                |                |
|                | FORTH IN ITEM  |                |                |
|                | 14, PURSUANT   |                |                |
|                | TO THE         |                |                |
|                | AUTHORITY OF   |                |                |
|                | FAR            |                |                |
|                | 43.103(b)      |                |                |
|                | .]{.underline} |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                | [C. THIS       |                |                |
|                | SUPPLEMENTAL   |                |                |
|                | AGREEMENT IS   |                |                |
|                | ENTERED INTO   |                |                |
|                | PURSUANT TO    |                |                |
|                | AUTHORITY      |                |                |
|                | OF             |                |                |
|                | :]{.underline} |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                | [D. OTHER      |                |                |
|                | Specify type   |                |                |
|                | of             |                |                |
|                | modification   |                |                |
|                | and            |                |                |
|                | authority      |                |                |
|                | )]{.underline} |                |                |
+----------------+----------------+----------------+----------------+
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|                |                |                |                |
| **[E.          |                |                |                |
| IMPORTANT]{.   |                |                |                |
| underline}[:]{ |                |                |                |
| .underline}**[ |                |                |                |
| Contractor is  |                |                |                |
| not, is        |                |                |                |
| required to    |                |                |                |
| sign this      |                |                |                |
| document and   |                |                |                |
| return         |                |                |                |
| \_\_\_\_       |                |                |                |
| copies to the  |                |                |                |
| issuing        |                |                |                |
| office         |                |                |                |
| .]{.underline} |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [14.           |                |                |                |
| DESCRIPTION OF |                |                |                |
| AMENDMEN       |                |                |                |
| T/MODIFICATION |                |                |                |
| ]{.underlin    |                |                |                |
| e}*[(Organized |                |                |                |
| by UCF section |                |                |                |
| headings,      |                |                |                |
| including      |                |                |                |
| solicit        |                |                |                |
| ation/contract |                |                |                |
| subject matter |                |                |                |
| where          |                |                |                |
| feasible.)     |                |                |                |
| ]{.underline}* |                |                |                |
|                |                |                |                |
| [THE PURPOSE   |                |                |                |
| OF THE         |                |                |                |
| AMENDMENT IS   |                |                |                |
| TO CHANGE      |                |                |                |
| SUBJECT        |                |                |                |
| SOLICITATION   |                |                |                |
| AS             |                |                |                |
| FOLLOWS        |                |                |                |
| :]{.underline} |                |                |                |
|                |                |                |                |
| [1. Attachment |                |                |                |
| 1 of the       |                |                |                |
| solicitation   |                |                |                |
| entitled,      |                |                |                |
| "Statement Of  |                |                |                |
| Work For       |                |                |                |
| Electronic     |                |                |                |
| Return         |                |                |                |
| Preparation    |                |                |                |
| And            |                |                |                |
| Transmission   |                |                |                |
| Software And   |                |                |                |
| Support", is   |                |                |                |
| hereby revised |                |                |                |
| in accordance  |                |                |                |
| with the       |                |                |                |
| following      |                |                |                |
| :]{.underline} |                |                |                |
|                |                |                |                |
| [Section       |                |                |                |
| 3.1.4,         |                |                |                |
| Optional       |                |                |                |
| Software       |                |                |                |
| Requirements,  |                |                |                |
| paragraph 2    |                |                |                |
| shall now      |                |                |                |
| read, "Provide |                |                |                |
| i              |                |                |                |
| nterview-based |                |                |                |
| data entry     |                |                |                |
| capabilities   |                |                |                |
| for state tax  |                |                |                |
| returns;       |                |                |                |
| "]{.underline} |                |                |                |
|                |                |                |                |
| [              |                |                |                |
| (CONTINUED     |                |                |                |
| )]{.underline} |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [Except at     |                |                |                |
| provided       |                |                |                |
| herein, all    |                |                |                |
| terms and      |                |                |                |
| conditions of  |                |                |                |
| the document   |                |                |                |
| referenced in  |                |                |                |
| Item 9A or     |                |                |                |
| 10A, as        |                |                |                |
| heretofore     |                |                |                |
| changed,       |                |                |                |
| remains        |                |                |                |
| unchanged and  |                |                |                |
| in full force  |                |                |                |
| and            |                |                |                |
| effect         |                |                |                |
| .]{.underline} |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [15A. NAME AND | [16A. NAME AND |                |                |
| TITLE OF       | TITLE OF       |                |                |
| SIGNER         | CONTRACTING    |                |                |
| ]              | OFFICER        |                |                |
| {.underline}*[ | ]              |                |                |
| (Type or       | {.underline}*[ |                |                |
| print)         | (Type or       |                |                |
| ]{.underline}* | print)         |                |                |
|                | ]{.underline}* |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [15B.          | [15C. DATE     | [16B. UNITED   | [16C. DATE     |
| CON            | SIGNE          | STATES OF      | SIGNE          |
| TRACTOR/OFFERO | D]{.underline} | AMERIC         | D]{.underline} |
| R]{.underline} |                | A]{.underline} |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| [\_\_\_\_\_\   |                | [BY            |                |
| _\_\_\_\_\_\_\ |                | \_\_\          |                |
| _\_\_\_\_\_\_\ |                | _\_\_\_\_\_\_\ |                |
| _\_\_\_\_\_\_\ |                | _\_\_\_\_\_\_\ |                |
| _\_\_\_\_\_\_\ |                | _\_\_\_\_\_\_\ |                |
| _\_\_\_\_\_\_\ |                | _\_\_\_\_\_\_\ |                |
| _\_\_\_\_\_\_\ |                | _\_\_\_\_\_\_\ |                |
| _]{.underline} |                | _\_\_\_\_\_\_\ |                |
|                |                | _]{.underline} |                |
| *[(Signature   |                |                |                |
| of person      |                | *[(Signature   |                |
| authorized to  |                | of Contracting |                |
| sign)          |                | Officer)       |                |
| ]{.underline}* |                | ]{.underline}* |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+

[NSN 7540-01-152-8070 30-105 ]{.underline}**[STANDARD FORM 30
]{.underline}**[(REV. 10-83)]{.underline}

[PREVIOUS EDITION UNUSABLE Computer Generated Prescribed by
GSA]{.underline}

[ FAR (48 CFR) 53.243]{.underline}

TIRNO-08-R-00026 AMEND# 0001

[SF30 Comments(Block 14) Continuation Sheet]{.underline}

[Section 3.1.5, Optional Usability Requirements, paragraph 6 shall now
read, "The contractor software should provide error messages that are in
plain-language, and explain how to recover from the error."]{.underline}

[Section 5.3, Optional Customer Service Requirements, paragraph 2 shall
now read, "The contractor shall maintain a web site designed for the tax
professional (not just the \"user\")."]{.underline}

[2. Attachment 2 of the solicitation entitled, "Addendum To FAR
52.212-1" is hereby revised in accordance with Attachment 1 of this
amendment. The revised document includes changes to the evaluation
methodology as a result of the changes set forth above. This document
also includes revisions to Section III, Evaluation Methodology, Phase 2,
Past Performance.]{.underline}

[3. FAR 52.217-6, Option for Increased Quantity, is hereby added to
subject solicitation.]{.underline}

[4. All other terms and conditions of the solicitation remain
Unchanged.]{.underline}

**[52.217-6 OPTION FOR INCREASED QUANTITY (MAR 1989) ]{.underline}**

+----------------------------------------------------------------------+
| [ The Government may increase the quantity of supplies called for in |
| the Schedule at the unit price specified. The Contracting Officer    |
| may exercise ]{.underline}                                           |
|                                                                      |
| [the option by written notice to the Contractor within 15 days.      |
| Delivery of the added items shall continue at the same rate as the   |
| like items called for under the contract, unless the parties         |
| otherwise agree. (End of clause) ]{.underline}                       |
+----------------------------------------------------------------------+
|                                                                      |
+----------------------------------------------------------------------+

**[Amendment ]{.underline}[Attachment 1 ]{.underline}**

[ ]{.underline}**[SO]{.underline}[LICITATION ATTACHMENT 2]{.underline}**

**[ADDENDUM TO FAR 52.212-1]{.underline}**

**[I. QUESTIONS/PROPOSAL DUE DATES]{.underline}**

[ Questions regarding the solicitation\'s technical or contractual
content will be received, in writing, by the Procurement office until
October 31, 2008. Questions must be sent by e-mail to the contract
specialist at leona.m.brown@irs.gov. No telephonic inquiries will be
accepted. An amendment will be released providing responses to questions
that were received by the above date. Questions received after the date
will not be guaranteed responses before the closing date of the
solicitation.]{.underline}

[ Proposals to this solicitation must be received by 10:00 a.m., EST,
November 12, 2008. ]{.underline}

**[II. STRUCTURE OF PROPOSALS]{.underline}**

[ All proposals must contain technical and price proposals in accordance
with the instructions below. To be considered responsive, vendors must
also submit fully executed copies of all certifications and
representations, a signed copy of the solicitation document, including
all amendments and follow any other instructions contained in clause FAR
52.212-1, Instructions To Offerors \--Commercial Items. Offerors shall
not submit copies in excess of those requested nor submit copies in
formats other than those set forth below. Proposals that are not
structured in accordance with the instructions set forth in this
solicitation may be considered non-responsive. Proposals shall be
structured and submitted as follows:]{.underline}

**[1. Hard Copy of Proposal]{.underline}**

[ Each offeror must submit one complete hard copy of their proposal,
with applicable signatures, that must contain the
following:]{.underline}

[(1) One (1) copy of the completed solicitation, including any
amendments with definitive statements to all representations and
certifications. FAR 52.219-14, Limitations on Subcontracting, and its
subsequent certification, IR1052-04-001, Instructions to Offerors for
Performance Requirements, is applicable only to HUBZone Firms submitting
proposals as prime contractors.]{.underline}

[(2) One (1) copy of their technical proposal. ]{.underline}

[(3) One (1) copy of their price proposal.]{.underline}

[(4) One (1) copy of the Small Business Subcontracting Plan]{.underline}

[(5) Two (2) copies, each; of the proposed software, training materials
and user manuals.]{.underline}

***[Technical and Price Proposals shall be structured as
follows]{.underline}**[:]{.underline}***

*[(1) Technical Proposal]{.underline}*

[ The offeror\'s technical proposal shall be a separate and distinct
document from the executed solicitation and price proposal. The offeror
shall not include any pricing information in the technical proposal.
Information submitted as part of the technical proposal may be
incorporated into the resulting contract. ]{.underline}

[ The technical proposal shall not contain any brochures, advertising or
any other type of extraneous, graphic literature or documents that have
not been requested and are not relevant and essential for proposal
evaluation. Vendors may include references to accessible websites that
contain product or other pertinent information.]{.underline}

[ Technical proposals must contain the following
information:]{.underline}

*[ ]{.underline}[(a) ]{.underline}[Technical Proposal Section
1]{.underline}[ - ]{.underline}*

[ This section will demonstrate the offerors\' understanding of the
requirements of the Statement of Work (SOW), exclusive of sections
3.1.4, Optional Software Requirements; 3.1.5, Optional Usability
Requirements; 3.2.2, Optional Technical Requirements; 3.3.3, Optional
Transmission Requirements; 3.4.1, Optional Reporting Requirements;
4.2.1, Optional Distribution Requirements; 5.3, Optional Customer
Service Requirements; 6.8, Optional Training Requirements; 6.9.2, and
Optional Training Portal Requirements. This document should address each
section of the statement of work and fully demonstrate the offeror's
ability to comply with all requirements. A simple restating of the
statement of work is not acceptable. When appropriate, this section may
reference other sections of the offeror's proposal but must definitively
demonstrate the offeror\'s ability to fulfill all requirements in each
section.]{.underline}

[ ]{.underline}*[ ]{.underline}[(b) ]{.underline}[Technical Proposal
Section 2]{.underline}[ ]{.underline}*[- ]{.underline}

[ This section will demonstrate the offerors\' ability to comply with
the solicitation\'s Past Performance requirement. ]{.underline}

[ Offerors must submit the names of three (3) past or present customers
for whom they have performed contracts for the delivery of electronic
return preparation and transmission software and related support
services. These references may include past performance data for
requirements where offerors performed as integrators, prime contractors
or subcontractors on contracts with federal, state, and local government
customers as well as those with commercial entities. Offerors may
include valid past performance data for contracts for the delivery of
products and services that are similar in nature and scope to the
requirements under this solicitation when there is an insufficient
number of electronic return preparation and transmission software
contract experiences. This response may include relevant experience
obtained under predecessor companies. Past performance references may
also be included for proposed subcontractors, partners or key personnel
that will perform major or critical aspects of the
requirement.]{.underline}

[ Offerors shall provide the name (Name of Government or Commercial
Entity) and address of the customer and a phone number, fax number and
e-mail address of a customer point of contact for each performance
reference. The contract title, number, value and period of performance
shall also be provided as well as the name and phone numbers of the
Contracting Officer and the Contracting Officer\'s Technical
Representative where applicable. The offeror shall also identify whether
the work was performed as an integrator, prime contractor or a
subcontractor.]{.underline}

[ Offerors shall then provide a narrative that includes a brief
description of the scope of the work performed and provides information
on any problems encountered on the identified contracts and the
offeror\'s subsequent corrective actions. This narrative should include
information that addresses the key areas of this solicitation. In
addressing these areas, the narrative should include information
relating to the compliance with contract terms and conditions, the
compliance with schedules, problem resolution, timely delivery,
training, transmission services, software maintenance and support.
Offerors should also include past performance information regarding
their compliance with subcontracting plan goals that includes prior
compliance with goals for small disadvantaged business (SDB) concerns,
monetary targets for SDB participation, and any notifications submitted
under FAR Part 19.1202-4(b). ]{.underline}

[ The Government may contact some or all of the references to discuss
and verify the information provided in this section. Therefore, the
offeror is responsible for assuring the references furnished and their
e-mail, phone and fax numbers are current, complete and accurate in all
instances. It shall not be the IRS' responsibility to follow up with
past performance contacts who do not respond or for whom the contact
information provided by the offeror is inaccurate, incomplete, or
outdated.]{.underline}

*[ ]{.underline}[(c) ]{.underline}[Technical Proposal Section
3]{.underline}[ -]{.underline}*

[ This section will demonstrate the offeror's ability to comply with the
optional technical requirements found in sections 3.1.4, Optional
Software Requirements; 3.1.5, Optional Usability Requirements; 3.2.2,
Optional Technical Requirements; 3.3.3, Optional Transmission
Requirements; 3.4.1, Optional Reporting Requirements; 4.2.1, Optional
Distribution Requirements; 5.3, Optional Customer Service Requirements;
6.8, Optional Training Requirements; 6.9.2, and Optional Training Portal
Requirements. Offerors should approach these optional technical
requirements in the same manner as they addressed the mandatory
requirements; fully addressing each of these sections to definitively
demonstrate their ability to fulfill each of the
requirements.]{.underline}

*[ ]{.underline}[(d) ]{.underline}[Technical Proposal Section
4]{.underline}[ -]{.underline}*

[ This section of the proposal addresses the extent of participation of
small disadvantaged business (SDB) concerns in performance of the
contracts in the North American Industry Classification System (NAICS)
Industry Subsectors as determined by the Department of Commerce (see FAR
Part 19.201(b)), and to the extent authorized by law. Under this
section, the offeror will identify any projected targets for Small
Disadvantaged Business (SDB) Participation in the performance of this
contract using the Small Disadvantaged Business Participation Table
included at Attachment 3 of the solicitation. Offerors shall provide
targets, expressed as dollars and percentages of total contract value,
in each of the applicable, authorized NAICS Industry Subsectors, and a
total target for SDB participation by the contractor, including joint
venture partners, and team members, and a total target for SDB
participation by subcontractors. SDB offerors that waive the SDB price
evaluation adjustment in the clause at 52.219-23, Notice of Price
Evaluation Adjustment for Small Disadvantaged Business Concerns, shall
provide a target for the work that it intends to perform as the prime
contractor. Any targets will be incorporated into and become part of any
resulting contract. Contractors with SDB participation targets shall be
required to report SDB participation. ]{.underline}

*[ ]{.underline}[(e) ]{.underline}[Technical Proposal Section
5]{.underline}[ -]{.underline}*

[ This section will demonstrate the offeror\'s ability to meet the
applicable technical requirements of Section 508 of the Rehabilitation
Act under this solicitation. The IRS has determined which standards and
provisions will apply, by product, to this award and those requirements
have been provided in Attachment 1 of the statement of work entitled,
508 Work Sheets. The offeror shall complete the worksheets for each
standard for each applicable product in accordance with the instructions
provided in the attachment. ]{.underline}

*[ ]{.underline}[(2) Price Proposal]{.underline}*

[ The price proposal shall be bound separately from the technical
proposal. The price proposal shall consist of pricing for each of the
items set forth in the solicitation\'s schedule. The document shall
consist of a copy of the schedule with pricing provided in each blank
for each item. The document shall include a summary page the sets forth
the total proposed price per year and the total cumulative proposed
price for the proposal. This summary page may be in either Microsoft
Excel or Word format. ]{.underline}

**[2. Small Business Subcontracting Plan]{.underline}**

[ In accordance with FAR Part 19.7, offerors must complete and submit a
Small Business Subcontracting Plan. Offerors may use Attachment 4 of the
solicitation entitled, "Department of the Treasury Small, HUBZone Small,
Small Disadvantaged, Women-Owned Small, Veteran-Owned Small, & Service
Disabled Veteran-Owned Small Business Concerns Subcontracting Plan
Outline" or offerors may submit an existing corporate plan, if it is
more extensive. Any submitted plan must, at a minimum, contain the
information requested in Attachment 4. Plans should adhere to the
requirements under FAR 52.219-9, Small Business Subcontracting
Plan]{.underline}

**[3. ]{.underline}[Copies of Software]{.underline}[,
]{.underline}[Training Materials]{.underline}[ and]{.underline}[ User
Manuals]{.underline}**

[ Offerors must also include with their proposals two (2) production
copies of their software along with two (2) copies of their commercial
training materials and user manuals. Of the (2) copies, 1 copy
(including the software, training materials and user manuals) must be
sent to:]{.underline}

[ Internal Revenue Service]{.underline}

[ New Carrollton Federal Building]{.underline}

[ W&I:SPEC - Individual Marketing Services]{.underline}

[ 5000 Ellin Road, C4-183]{.underline}

[ Lanham, Maryland 20706]{.underline}

[ Attn: Jackie Benjamin]{.underline}

[ The other copy must be sent to:]{.underline}

[ Internal Revenue Service]{.underline}

[ Arka Monterey Park Building]{.underline}

[ 1973 North Rulon White Boulevard, MS 6502]{.underline}

[ Ogden, Utah 84404-4056]{.underline}

[ Attn: Howard Schuyler ]{.underline}

[ During the proposal review process, the software will be subjected to
testing.]{.underline}

**[4. Electronic Copies of Technical]{.underline}[ and]{.underline}[
Price Proposals]{.underline}**

[ In addition to providing one completed hard copy of the proposal,
offerors shall provide one (1) electronic copy of their technical
proposal and one (1) electronic copy of their price proposal. These
copies shall be structured in accordance with the criteria set forth
above. The technical proposal shall be formatted in Microsoft Word and
the price proposal shall be formatted in either Microsoft Word or Excel.
These electronic copies may be used interchangeably with their hard copy
counter parts by the Procurement Office and the technical evaluation
team and therefore, shall be identical to the hard copies of the
technical and price proposals.]{.underline}

**[5. Proposal Delivery Instructions]{.underline}**

[ The hard copy of the complete proposal, with the exception of the
software, training and user manuals; shall be mailed to: IRS National
Office Procurement, 6009 Oxon Hill Road, Suite 500, Oxon Hill, MD 20745,
Attn: Christopher D. Wright, OS:A:P:I:F:B. The electronic copies of the
technical and price proposals may be submitted by e-mail to
leona.m.brown\@irs.gov or by Compact Disc (CD), however the method must
allow electronic transmission of the documents by the contracting
officer to the technical team and must allow electronic access to the
information by individuals with disabilities. Offerors wishing to
hand-carry documents may contact Leona M. Brown at (202)283-1296 to
coordinate drop-off.]{.underline}

[ All copies of the proposal must arrive by the closing date and time of
the solicitation. All copies must be structured as set forth above and
must be provided in the stated quantities and formats. Proposals that
are not compiled accordingly may be considered non-responsive. Any
questions or concerns regarding proposal structure or delivery may be
submitted in accordance with Section I, QUESTIONS/PROPOSAL DUE DATES,
above.]{.underline}

**[III. EVALUATION METHODOLOGY]{.underline}**

[ In accordance with FAR 15.101-1, award will be made to the proposal
that provides the best value to the Government.]{.underline}

[ The evaluation will be conducted in two phases:]{.underline}

[A. Phase 1 - Mandatory Requirements]{.underline}

[B. Phase 2 - Past Performance, Optional Requirements, Small
Disadvantaged Business (SDB) Participation and Section 508
Standards/Provisions Evaluation ]{.underline}

[ The evaluation will be conducted as follows:]{.underline}

**[ Phase 1]{.underline}**[ ]{.underline}

[ Under this phase, the TET will evaluate Section 1 of each offeror\'s
proposal to assess each offerors ability to meet the Mandatory
Requirements of the statement of work. This evaluation will use the
technical requirements of the statement of work as its basis for
evaluating the technical acceptability of each proposal. In addition,
the TET will access the IRS\' Third-party data store to ensure the
proposed software and transmitter are identified as \"IRS accepted". The
\"Optional\" requirements listed in the statement of work and included
in Section 3 of the proposals will not be evaluated under this phase.
]{.underline}

[ This evaluation will take the form of a "pass" or "fail" rating as to
the question of an offeror's ability to comply with each of the
mandatory technical requirements. ]{.underline}

[ The proposal should address each section of the statement of work and
fully demonstrate the offeror's ability to comply with all requirements
within each section. A simple restating of the statement of work is not
acceptable. ]{.underline}

[ Offerors must receive a rating of \"pass\" under all mandatory
technical requirements of the statement of work to be eligible for award
and to move into Phase 2 of the evaluation.]{.underline}

**[Phase 2]{.underline}[ ]{.underline}**

[ Under this phase of the evaluation, the TET will review Sections 2, 3,
4 and 5 of each eligible proposal. The evaluation of Section 2 will
assess each offeror\'s Past Performance history. The review of Section 3
will assess each offeror\'s ability to comply with the optional
requirements of the statement of work. The evaluation of Section 4 will
assess each offeror\'s commitment to using SDB concerns in the
performance of the work and the evaluation of Section 5 will assess each
offeror\'s ability to comply with the technical standards issued by the
Architectural and Transportation Barriers Compliance Board (Access
Board), pursuant to Section 508 (a) (2) (A) of the Rehabilitation Act
Amendments of 1998.]{.underline}

[(1) Past Performance]{.underline}

[ The TET will evaluate Section 2 of each offeror\'s proposal to assess
past performance. Under this assessment, the TET will review each
offeror\'s past performance history to assess the relative risks
associated with the offeror\'s ability to perform the contract
successfully. Offerors will be rated as either "Low Risk", "Moderate
Risk", "High Risk" or "Unknown Risk". The categories are defined as
follows:]{.underline}

[1. "Low Risk" - Little doubt exists, based on the offeror\'s
performance record, that the offeror can perform the proposed
effort.]{.underline}

[2. "Moderate Risk" - Some doubt exists, based on the Offeror\'s
performance record, that the offeror can perform the proposed
effort.]{.underline}

[3. "High Risk" - Significant doubt exists, based on the offeror\'s
performance record, that the Offeror can perform the proposed
effort]{.underline}

[4. "Unknown Risk" - Little or no relevant performance record
identifiable; equates to an unknown risk rating having no positive or
negative evaluation significance.]{.underline}

[ The team will review Section 2 of the proposals, any past performance
information contained in the Third-party data store, any relevant data
obtained by the CO from the Past Performance Information Retrieval
System (PPIRS) as well as any relevant past performance data obtained
from any other source. ]{.underline}

[ The TET will consider the currency and relevance of the information,
source of the information, context of the data, and general trends in an
offeror's performance. The TET will consider past performance
information for past or current contracts (including Federal, State, and
local government and private) for efforts similar to this requirement.
The CO, as the source selection authority, shall determine the relevance
of similar past performance information.]{.underline}

[ The IRS will consider past performance of offerors in complying with
subcontracting plan goals for small disadvantaged business (SDB)
concerns under the SDB Participation Evaluation, however, the IRS will
consider the offeror's compliance with other subcontracting plan goals
under this factor.]{.underline}

[ In the case of an offeror without a record of relevant past
performance or for whom information on past performance is not
available, the offeror will not be evaluated favorably or unfavorably on
past performance. ]{.underline}

[ (2) Optional Requirements]{.underline}

[ The evaluation of Section 3 will be conducted using the factors and
subfactors below. The relative importance of these factors and
subfactors is denoted by their designated point values. Offerors' scores
under each factor will be determined by adding the total points for each
subsequent subfactor that they have demonstrated the ability to provide.
Offerors must demonstrate the ability to provide all requirements under
each subfactor to receive credit under that subfactor. Partial credit
will not be given. ]{.underline}

*[Factor 1 - SOW Section 3.1.4, Optional Software Requirements
]{.underline}*

*[ ]{.underline}[ ]{.underline}[ ]{.underline}[(Total Value - 34
Points)]{.underline}*

[Subfactors - Both the desktop and web-based software
shall:]{.underline}

[1. Provide a multilingual capability that includes ability to print tax
returns in English and Spanish. (6 Pts)]{.underline}

[2. Provide interview-based data entry capabilities for state tax
returns. (2 Pts)]{.underline}

[3. Be capable of switching between form-based and interview-based data
entry modes in real-time. (6 Pts)]{.underline}

[4. Provide the capability to require a sub-set of users (as determined
by the site coordinator) to mandatorily use the interview-based mode. (6
Pts)]{.underline}

[5. Incorporate capability for a third party review of returns (by site
coordinators or their designated reviewers), prior to printing or
e-filing of the return. (2 Pts)]{.underline}

[6. Provide an audit trial that identifies who created/edited the return
data and date created/edited. (6 Pts)]{.underline}

[7. Provide automated determination of entitlements eligibility, like
food stamps and health care assistance. (6 Pts)]{.underline}

*[Factor 2 - SOW Section 3.1.5, Optional Usability Requirements
]{.underline}*

*[(Total Value - ]{.underline}****[ ]{.underline}****[38 Points
)]{.underline}*

*[ ]{.underline}[Testing will be conducted using the contractor supplied
software]{.underline}[, training material and manuals]{.underline}[ to
evaluate proposals under this factor.]{.underline}[ ]{.underline}[The
IRS will be conducting testing the week of ]{.underline}[December 1,
2008]{.underline}[ ]{.underline}[between the hours of 8:00 a.m. and 5:00
p.m. (Mountain Time Zone). ]{.underline}[ During this phase, the IRS
plans to prepare and transmit test returns to the offeror and will
expect acknowledgements of receipt using the
offeror]{.underline}[']{.underline}[s tax year 2007 software. Below are
specific technical clarifications and requirements that your company
must have resolved by December 1st. To conduct this testing, the IRS
must have the following:]{.underline}*

*[1. Permission to copy the CD and instruction/training material
provided as part of the initial proposal. ]{.underline}*

*[2. A technical point of contact (POC) and a back-up. ]{.underline}[The
IRS w]{.underline}[ill need someone available for technical support and
to provide acknowledgement that t]{.underline}[he transmissions were
received. Quick ]{.underline}[access to the POC ]{.underline}[will be
needed ]{.underline}[since this is a time-based test and the testers
]{.underline}[will only be available ]{.underline}[for a limited amount
of time each day. ]{.underline}*

*[3. ]{.underline}[The offeror must provide instructions for testing
their tax year 2007]{.underline}[. ]{.underline}[There will be 8 testers
preparing multiple returns. ]{.underline}[For instance, when preparing
the return, what social security numbe]{.underline}[rs should be used
for the test? S]{.underline}[hould the EFIN be used as
]{.underline}[part of the SSN? The IRS will n]{.underline}[eed the
ability to transmit the returns via Internet, dial-up modem from the
stand alone software application and the web-based application.
]{.underline}*

*[4. Does the IRS need a]{.underline}[ ]{.underline}[training EFIN and
Registration code to load and use the software? If one is needed,
]{.underline}[it must be provided. (Again, the IRS
]{.underline}[need]{.underline}[s]{.underline}[ to know what is required
to prepare and transmit]{.underline}[ ]{.underline}[returns using
]{.underline}[the offeror]{.underline}[']{.underline}[s]{.underline}[
tax year 2007 software]{.underline}[ ]{.underline}[and receive
acknowledgement from ]{.underline}[the offeror]{.underline}[ for receipt
of the return.) ]{.underline}*

*[5. The IRS needs]{.underline}[ ]{.underline}[a phone number for
dial-up transmission and a URL for Internet transmission to
]{.underline}[the offeror ]{.underline}[for use in transmitting a test
return during the testing phase of the software. (Since it is a
requirement that the]{.underline}[ ]{.underline}[potential contractor be
able to accept both Internet and dial-up modem
transmissions]{.underline}[, the IRS]{.underline}[ will be testing both
methods.) ]{.underline}*

*[6. ]{.underline}[The IRS will ]{.underline}[need access to
]{.underline}[the offeror]{.underline}[']{.underline}[s ]{.underline}[
web-based application. Access includes the ability to prepare and
transmit a return to ]{.underline}[the offeror]{.underline}[ and receive
an acknowledgement of a successful transmission.]{.underline}*

*[The technical POC for the Usability Lab is Howard Schuyler. His email
address is ]{.underline}[ and his phone number is
801-620-]{.underline}[4056. Mr. Schuyler can assist
offerors]{.underline}[ with any technical set up concerns/questions.
Please note that Mr. Schuyler is not a member of the evaluation team or
the Procurement Office and has no knowledge of the overall procurement.
His function is solely to assist you with the technical aspects of
setting up your product for testing.]{.underline}*

[Subfactors ]{.underline}

[1. The desktop and web software should be easy to navigate, fault
tolerant and user friendly to allow first time or inexperienced users of
the software to input tax returns error free. (6 Pts)]{.underline}

[2. The desktop and web software should contain both multimedia (both
visual and audio) and textual help files. (6 Pts)]{.underline}

[3. The contractor should agree to customize certain features of the
software specifically for use within the tax assistance programs.
Examples of such customization include blocking bank products, or
presetting default values within the software in order to reduce
volunteer burden. (3 Pts)]{.underline}

[4. The desktop and web software versions should provide online
accessible tutorials to help users understand how to use the software.
(6 Pts)]{.underline}

[5. The desktop and web software should provide a "What's New" section,
with details on updates to the software and to tax law changes for the
current tax year. (2 Pts)]{.underline}

[6. The desktop and web software should provide error messages that are
in plain-language, and explain how to recover from the error. (6
Pts)]{.underline}

[7. The desktop and web software should provide context sensitive help,
including form-specific and field-specific help instructions. (6
Pts)]{.underline}

[8. The user interface, terminology and data entry methods for the
Desktop and Web software should be similar -- such that a user, who is
trained on one version, will be able to utilize the other version with
minimal retraining effort. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 3 - SOW Section 3.2.2, Optional Technical
Requirements]{.underline}*

*[(Total Value - 6 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's software shall be compatible with future Microsoft
desktop operating system versions. This compatibility shall be
communicated by the contractor within twelve months after the commercial
release of this operating system version. (3 Pts)]{.underline}\
\
[2. The contractor's web-based software shall be compatible with future
versions of the Microsoft Internet Explorer Browser. This compatibility
shall be communicated by the contractor within twelve (12) months after
the commercial release of the Internet Explorer version. (3
Pts)]{.underline}

*[ ]{.underline}[Factor 4 - SOW Section 3.3.3, Optional Transmission
Requirements]{.underline}*

*[(Total Value 6 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's software shall have the ability to allow only
specific EFINs to transmit returns on behalf of the IRS Tax Assistance
Programs. (3 Pts)]{.underline}

[2. Provision of process to all these EFINs to be designated by the IRS
POC from time to time. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 5 - SOW Section 3.4.1, Optional Reporting
Requirements ]{.underline}*

*[(Total Value - 3 Points)]{.underline}*

[The contractor's software shall provide the ability for appropriately
authorized users to create and run customized (also called "Adhoc")
reports, based on a selection of data fields.]{.underline}

*[ ]{.underline}[Factor 6 - SOW Section 4.2.1, Optional Distribution
Requirements ]{.underline}*

*[(Total Value - 9 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor will provide for electronic distribution availability
of the initial desktop version for each contract year. (3
Pts)]{.underline}

[2. The contractor shall provide automatic e-mail notifications of
updates and changes to the software, to the IRS licensees who have been
shipped the software. The e-mails of the IRS licensees will be provided
during the ordering process. (3 Pts)]{.underline}

[3. The contractor shall provide the ability for IRS licensees to
designate additional notification POC, who will also receive automatic
e-mail notifications of updates and changes to the software. (3
Pts)]{.underline}

*[ ]{.underline}[Factor 7 - SOW Section 5.3, Optional Customer Service
Requirements ]{.underline}*

*[(Total Value - 13 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor shall provide first-level chat-based customer
service. (1 Pt)]{.underline}

[2. The contractor shall maintain a web site designed for the tax
professionals (not just the \"user\"). (3 Pts)]{.underline}

[3. The contractor shall participate in conference calls with IRS
licensees if needed. (3 Pts)]{.underline}

[4. The contractor shall work with the IRS on partner/employee/volunteer
communications relating to their products. (3 Pts)]{.underline}

[5. The front-line assistors will be provided a minimum of three weeks
training on the customer's product. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 8 - SOW Section 6.8, Optional Training
Requirements]{.underline}*

*[(Total Value - 18 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's program shall include and score IRS tax law
certification tests. (3 Pts)]{.underline}

[2. The contractor's training shall include "trouble-shooting"
scenarios. (3 Pts)]{.underline}

[3. The current year software shall be available for training by
November 10]{.underline}^[\ ]{.underline}^[of every year. (3
Pts)]{.underline}

[4. The contractor shall provide an online training environment for
their software, which shall be accessible to all IRS licensees. (3
Pts)]{.underline}

[5. The contractor shall provide the electronic format of the training
course material to each IRS licensee annually with the shipment of the
CDs. (3 Pts)]{.underline}

[6. The contractor shall add IRS approved publications to the CDs that
are shipped annually to the IRS licensees. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 9 - SOW Section 6.9.2, and Optional Training
Portal Requirements]{.underline}*

*[(Total Value - 3 Points)]{.underline}*

[The site administrator shall monitor training progress on the
contractor's training portal for all IRS licensee users setup under
their site identification number (EFIN). The IRS POC, and his/her
designee, will be able to monitor progress on all users setup under the
IRS umbrella. ]{.underline}

[(3) SDB Participation]{.underline}

[ In the review of Section 4, the IRS will evaluate the extent of
participation of Small Disadvantaged Business (SDB) concerns in the
performance of the proposed contract. This evaluation will not be
conducted on any offeror whose proposal would not be selected for award
based on the results of the evaluation of factors other than SDB
participation. The evaluation will be based on information obtained from
the Small Disadvantaged Business Participation Table]{.underline}**[
]{.underline}**[provided by the offeror, any relevant information
obtained from Section 2 of the proposal and any other references
available to the Government. The evaluation of SDB participation will be
based on consideration of all relevant facts and circumstances; it will
not be based on absolute standards of acceptable performance. SDB
participation will not be scored, but the Government\'s conclusions
about overall commitment and realism of the offeror\'s SDB participation
plan will be considered in determining the relative merits of the
offeror\'s proposal and in selecting the offeror whose proposal is
considered to offer the best value to the Government. In assessing this
factor, the IRS will consider:]{.underline}

[(a) The extent to which SDB concerns are specifically identified.
]{.underline}

[(b) The extent of commitment to use SDB concerns. ]{.underline}

[(c) The complexity and variety of the work SDB concerns are to
perform]{.underline}

[(d) The realism of the proposed plan ]{.underline}

[(e) Past performance of offerors in complying with subcontracting plan
goals for SDB concerns and monetary targets for SDB participation.
]{.underline}

[(f) The extent of participation of SDB concerns in terms of the value
of the total acquisition. ]{.underline}

[(4) Section 508 of the Rehabilitation Act]{.underline}

[ The evaluation of Section 5 will consist of an assessment of each
offeror\'s ability to comply with the applicable technical requirements
of Section 508 of the Rehabilitation Act. Provided all non-Section 508
technical requirements are met, the IRS must acquire the product that
fully meets the Access Board's technical provisions and the
accessibility needs of the intended end users. If no offered product
meets all of the technical provisions, the Access Board's standards
require an agency to \"procure the product that best meets the
standards\" (see 36 CFR 1194.2(b)), unless an undue burden determination
justifies otherwise. Designating this procurement as an undue burden
will be considered only if after all proposals have been evaluated; and
based on both technical and pricing information provided, it is deemed
that such a determination is warranted.]{.underline}

[ The IRS has determined which standards and provisions will apply, by
product, to this award and those requirements were provided in
Attachment 1 of the statement of work. Each offeror will demonstrate his
compliance with these requirements by completing the attachment and
including it in his proposal as Section 5. The TET will review each
document and determine each offeror's total score in accordance with the
ratings set forth in the attachment.]{.underline}

**[Small Business ]{.underline}[Subcontracting Plan]{.underline}**

[ The Small Business Subcontracting Plan is a separate document from the
Small Disadvantaged Business Participation Table required under
Technical Proposal Section 4. This plan will not be rated under the
technical evaluation, however; in accordance with FAR 52.219-9, the plan
shall be included in and made a part of the resultant contract. Failure
to submit and negotiate a subcontracting plan shall make the offeror
ineligible for award of a contract. ]{.underline}

**[Price]{.underline}**

[ Price analysis will be conducted in accordance with the applicable
techniques cited in FAR 15.404-1(b) and in accordance with FAR
15.404-1(g).]{.underline}

**[IV. MULTIPLE OFFERS AND SINGLE AWARD]{.underline}**

[ FAR 52.212-1(e), Multiple offers, is not applicable to this
acquisition. Offerors are not authorized to submit multiple, alternative
offers in response to this solicitation. ]{.underline}

[ FAR 52.212-1(h), Multiple awards, does not apply to this acquisition.
Only one award will result from this solicitation. Offerors proposals
must demonstrate an ability to provide the entire
requirement.]{.underline}

**[IV. DISCUSSIONS]{.underline}[ ]{.underline}**

[ In accordance with FAR 52.212-1(g), the Government intends to evaluate
offers and award a contract without discussions with offerors.
Therefore, the offeror's initial offer should contain the offeror's best
terms from a price and technical standpoint. However, the Government
reserves the right to conduct discussions if later determined by the
contracting officer to be necessary. ]{.underline}

**[3 Amendment 0001, Attachment 1 ]{.underline}**

[ ]{.underline}**[SOLICITATION ATTACHMENT 2]{.underline}**

**[ADDENDUM TO FAR 52.212-1]{.underline}**

**[I. QUESTIONS/PROPOSAL DUE DATES]{.underline}**

[ Questions regarding the solicitation\'s technical or contractual
content will be received, in writing, by the Procurement office until
October 31, 2008. Questions must be sent by e-mail to the contract
specialist at leona.m.brown@irs.gov. No telephonic inquiries will be
accepted. An amendment will be released providing responses to questions
that were received by the above date. Questions received after the date
will not be guaranteed responses before the closing date of the
solicitation.]{.underline}

[ Proposals to this solicitation must be received by 10:00 a.m., EST,
November 12, 2008. ]{.underline}

**[II. STRUCTURE OF PROPOSALS]{.underline}**

[ All proposals must contain technical and price proposals in accordance
with the instructions below. To be considered responsive, vendors must
also submit fully executed copies of all certifications and
representations, a signed copy of the solicitation document, including
all amendments and follow any other instructions contained in clause FAR
52.212-1, Instructions To Offerors \--Commercial Items. Offerors shall
not submit copies in excess of those requested nor submit copies in
formats other than those set forth below. Proposals that are not
structured in accordance with the instructions set forth in this
solicitation may be considered non-responsive. Proposals shall be
structured and submitted as follows:]{.underline}

**[1. Hard Copy of Proposal]{.underline}**

[ Each offeror must submit one complete hard copy of their proposal,
with applicable signatures, that must contain the
following:]{.underline}

[(1) One (1) copy of the completed solicitation, including any
amendments with definitive statements to all representations and
certifications. FAR 52.219-14, Limitations on Subcontracting, and its
subsequent certification, IR1052-04-001, Instructions to Offerors for
Performance Requirements, is applicable only to HUBZone Firms submitting
proposals as prime contractors.]{.underline}

[(2) One (1) copy of their technical proposal. ]{.underline}

[(3) One (1) copy of their price proposal.]{.underline}

[(4) One (1) copy of the Small Business Subcontracting Plan]{.underline}

[(5) Two (2) copies, each; of the proposed software, training materials
and user manuals.]{.underline}

***[Technical and Price Proposals shall be structured as
follows]{.underline}**[:]{.underline}***

*[(1) Technical Proposal]{.underline}*

[ The offeror\'s technical proposal shall be a separate and distinct
document from the executed solicitation and price proposal. The offeror
shall not include any pricing information in the technical proposal.
Information submitted as part of the technical proposal may be
incorporated into the resulting contract. ]{.underline}

[ The technical proposal shall not contain any brochures, advertising or
any other type of extraneous, graphic literature or documents that have
not been requested and are not relevant and essential for proposal
evaluation. Vendors may include references to accessible websites that
contain product or other pertinent information.]{.underline}

[ Technical proposals must contain the following
information:]{.underline}

*[ ]{.underline}[(a) ]{.underline}[Technical Proposal Section
1]{.underline}[ - ]{.underline}*

[ This section will demonstrate the offerors\' understanding of the
requirements of the Statement of Work (SOW), exclusive of sections
3.1.4, Optional Software Requirements; 3.1.5, Optional Usability
Requirements; 3.2.2, Optional Technical Requirements; 3.3.3, Optional
Transmission Requirements; 3.4.1, Optional Reporting Requirements;
4.2.1, Optional Distribution Requirements; 5.3, Optional Customer
Service Requirements; 6.8, Optional Training Requirements; 6.9.2, and
Optional Training Portal Requirements. This document should address each
section of the statement of work and fully demonstrate the offeror's
ability to comply with all requirements. A simple restating of the
statement of work is not acceptable. When appropriate, this section may
reference other sections of the offeror's proposal but must definitively
demonstrate the offeror\'s ability to fulfill all requirements in each
section.]{.underline}

[ ]{.underline}*[ ]{.underline}[(b) ]{.underline}[Technical Proposal
Section 2]{.underline}[ ]{.underline}*[- ]{.underline}

[ This section will demonstrate the offerors\' ability to comply with
the solicitation\'s Past Performance requirement. ]{.underline}

[ Offerors must submit the names of three (3) past or present customers
for whom they have performed contracts for the delivery of electronic
return preparation and transmission software and related support
services. These references may include past performance data for
requirements where offerors performed as integrators, prime contractors
or subcontractors on contracts with federal, state, and local government
customers as well as those with commercial entities. Offerors may
include valid past performance data for contracts for the delivery of
products and services that are similar in nature and scope to the
requirements under this solicitation when there is an insufficient
number of electronic return preparation and transmission software
contract experiences. This response may include relevant experience
obtained under predecessor companies. Past performance references may
also be included for proposed subcontractors, partners or key personnel
that will perform major or critical aspects of the
requirement.]{.underline}

[ Offerors shall provide the name (Name of Government or Commercial
Entity) and address of the customer and a phone number, fax number and
e-mail address of a customer point of contact for each performance
reference. The contract title, number, value and period of performance
shall also be provided as well as the name and phone numbers of the
Contracting Officer and the Contracting Officer\'s Technical
Representative where applicable. The offeror shall also identify whether
the work was performed as an integrator, prime contractor or a
subcontractor.]{.underline}

[ Offerors shall then provide a narrative that includes a brief
description of the scope of the work performed and provides information
on any problems encountered on the identified contracts and the
offeror\'s subsequent corrective actions. This narrative should include
information that addresses the key areas of this solicitation. In
addressing these areas, the narrative should include information
relating to the compliance with contract terms and conditions, the
compliance with schedules, problem resolution, timely delivery,
training, transmission services, software maintenance and support.
Offerors should also include past performance information regarding
their compliance with subcontracting plan goals that includes prior
compliance with goals for small disadvantaged business (SDB) concerns,
monetary targets for SDB participation, and any notifications submitted
under FAR Part 19.1202-4(b). ]{.underline}

[ The Government may contact some or all of the references to discuss
and verify the information provided in this section. Therefore, the
offeror is responsible for assuring the references furnished and their
e-mail, phone and fax numbers are current, complete and accurate in all
instances. It shall not be the IRS' responsibility to follow up with
past performance contacts who do not respond or for whom the contact
information provided by the offeror is inaccurate, incomplete, or
outdated.]{.underline}

*[ ]{.underline}[(c) ]{.underline}[Technical Proposal Section
3]{.underline}[ -]{.underline}*

[ This section will demonstrate the offeror's ability to comply with the
optional technical requirements found in sections 3.1.4, Optional
Software Requirements; 3.1.5, Optional Usability Requirements; 3.2.2,
Optional Technical Requirements; 3.3.3, Optional Transmission
Requirements; 3.4.1, Optional Reporting Requirements; 4.2.1, Optional
Distribution Requirements; 5.3, Optional Customer Service Requirements;
6.8, Optional Training Requirements; 6.9.2, and Optional Training Portal
Requirements. Offerors should approach these optional technical
requirements in the same manner as they addressed the mandatory
requirements; fully addressing each of these sections to definitively
demonstrate their ability to fulfill each of the
requirements.]{.underline}

*[ ]{.underline}[(d) ]{.underline}[Technical Proposal Section
4]{.underline}[ -]{.underline}*

[ This section of the proposal addresses the extent of participation of
small disadvantaged business (SDB) concerns in performance of the
contracts in the North American Industry Classification System (NAICS)
Industry Subsectors as determined by the Department of Commerce (see FAR
Part 19.201(b)), and to the extent authorized by law. Under this
section, the offeror will identify any projected targets for Small
Disadvantaged Business (SDB) Participation in the performance of this
contract using the Small Disadvantaged Business Participation Table
included at Attachment 3 of the solicitation. Offerors shall provide
targets, expressed as dollars and percentages of total contract value,
in each of the applicable, authorized NAICS Industry Subsectors, and a
total target for SDB participation by the contractor, including joint
venture partners, and team members, and a total target for SDB
participation by subcontractors. SDB offerors that waive the SDB price
evaluation adjustment in the clause at 52.219-23, Notice of Price
Evaluation Adjustment for Small Disadvantaged Business Concerns, shall
provide a target for the work that it intends to perform as the prime
contractor. Any targets will be incorporated into and become part of any
resulting contract. Contractors with SDB participation targets shall be
required to report SDB participation. ]{.underline}

*[ ]{.underline}[(e) ]{.underline}[Technical Proposal Section
5]{.underline}[ -]{.underline}*

[ This section will demonstrate the offeror\'s ability to meet the
applicable technical requirements of Section 508 of the Rehabilitation
Act under this solicitation. The IRS has determined which standards and
provisions will apply, by product, to this award and those requirements
have been provided in Attachment 1 of the statement of work entitled,
508 Work Sheets. The offeror shall complete the worksheets for each
standard for each applicable product in accordance with the instructions
provided in the attachment. ]{.underline}

*[ ]{.underline}[(2) Price Proposal]{.underline}*

[ The price proposal shall be bound separately from the technical
proposal. The price proposal shall consist of pricing for each of the
items set forth in the solicitation\'s schedule. The document shall
consist of a copy of the schedule with pricing provided in each blank
for each item. The document shall include a summary page the sets forth
the total proposed price per year and the total cumulative proposed
price for the proposal. This summary page may be in either Microsoft
Excel or Word format. ]{.underline}

**[2. Small Business Subcontracting Plan]{.underline}**

[ In accordance with FAR Part 19.7, offerors must complete and submit a
Small Business Subcontracting Plan. Offerors may use Attachment 4 of the
solicitation entitled, "Department of the Treasury Small, HUBZone Small,
Small Disadvantaged, Women-Owned Small, Veteran-Owned Small, & Service
Disabled Veteran-Owned Small Business Concerns Subcontracting Plan
Outline" or offerors may submit an existing corporate plan, if it is
more extensive. Any submitted plan must, at a minimum, contain the
information requested in Attachment 4. Plans should adhere to the
requirements under FAR 52.219-9, Small Business Subcontracting
Plan]{.underline}

**[3. ]{.underline}[Copies of Software]{.underline}[,
]{.underline}[Training Materials]{.underline}[ and]{.underline}[ User
Manuals]{.underline}**

[ Offerors must also include with their proposals two (2) production
copies of their software along with two (2) copies of their commercial
training materials and user manuals. Of the (2) copies, 1 copy
(including the software, training materials and user manuals) must be
sent to:]{.underline}

[ Internal Revenue Service]{.underline}

[ New Carrollton Federal Building]{.underline}

[ W&I:SPEC - Individual Marketing Services]{.underline}

[ 5000 Ellin Road, C4-183]{.underline}

[ Lanham, Maryland 20706]{.underline}

[ Attn: Jackie Benjamin]{.underline}

[ The other copy must be sent to:]{.underline}

[ Internal Revenue Service]{.underline}

[ Arka Monterey Park Building]{.underline}

[ 1973 North Rulon White Boulevard, MS 6502]{.underline}

[ Ogden, Utah 84404-4056]{.underline}

[ Attn: Howard Schuyler ]{.underline}

[ During the proposal review process, the software will be subjected to
testing.]{.underline}

**[4. Electronic Copies of Technical]{.underline}[ and]{.underline}[
Price Proposals]{.underline}**

[ In addition to providing one completed hard copy of the proposal,
offerors shall provide one (1) electronic copy of their technical
proposal and one (1) electronic copy of their price proposal. These
copies shall be structured in accordance with the criteria set forth
above. The technical proposal shall be formatted in Microsoft Word and
the price proposal shall be formatted in either Microsoft Word or Excel.
These electronic copies may be used interchangeably with their hard copy
counter parts by the Procurement Office and the technical evaluation
team and therefore, shall be identical to the hard copies of the
technical and price proposals.]{.underline}

**[5. Proposal Delivery Instructions]{.underline}**

[ The hard copy of the complete proposal, with the exception of the
software, training and user manuals; shall be mailed to: IRS National
Office Procurement, 6009 Oxon Hill Road, Suite 500, Oxon Hill, MD 20745,
Attn: Christopher D. Wright, OS:A:P:I:F:B. The electronic copies of the
technical and price proposals may be submitted by e-mail to
leona.m.brown\@irs.gov or by Compact Disc (CD), however the method must
allow electronic transmission of the documents by the contracting
officer to the technical team and must allow electronic access to the
information by individuals with disabilities. Offerors wishing to
hand-carry documents may contact Leona M. Brown at (202)283-1296 to
coordinate drop-off.]{.underline}

[ All copies of the proposal must arrive by the closing date and time of
the solicitation. All copies must be structured as set forth above and
must be provided in the stated quantities and formats. Proposals that
are not compiled accordingly may be considered non-responsive. Any
questions or concerns regarding proposal structure or delivery may be
submitted in accordance with Section I, QUESTIONS/PROPOSAL DUE DATES,
above.]{.underline}

**[III. EVALUATION METHODOLOGY]{.underline}**

[ In accordance with FAR 15.101-1, award will be made to the proposal
that provides the best value to the Government.]{.underline}

[ The evaluation will be conducted in two phases:]{.underline}

[A. Phase 1 - Mandatory Requirements]{.underline}

[B. Phase 2 - Past Performance, Optional Requirements, Small
Disadvantaged Business (SDB) Participation and Section 508
Standards/Provisions Evaluation ]{.underline}

[ The evaluation will be conducted as follows:]{.underline}

**[ Phase 1]{.underline}**[ ]{.underline}

[ Under this phase, the TET will evaluate Section 1 of each offeror\'s
proposal to assess each offerors ability to meet the Mandatory
Requirements of the statement of work. This evaluation will use the
technical requirements of the statement of work as its basis for
evaluating the technical acceptability of each proposal. In addition,
the TET will access the IRS\' Third-party data store to ensure the
proposed software and transmitter are identified as \"IRS accepted". The
\"Optional\" requirements listed in the statement of work and included
in Section 3 of the proposals will not be evaluated under this phase.
]{.underline}

[ This evaluation will take the form of a "pass" or "fail" rating as to
the question of an offeror's ability to comply with each of the
mandatory technical requirements. ]{.underline}

[ The proposal should address each section of the statement of work and
fully demonstrate the offeror's ability to comply with all requirements
within each section. A simple restating of the statement of work is not
acceptable. ]{.underline}

[ Offerors must receive a rating of \"pass\" under all mandatory
technical requirements of the statement of work to be eligible for award
and to move into Phase 2 of the evaluation.]{.underline}

**[Phase 2]{.underline}[ ]{.underline}**

[ Under this phase of the evaluation, the TET will review Sections 2, 3,
4 and 5 of each eligible proposal. The evaluation of Section 2 will
assess each offeror\'s Past Performance history. The review of Section 3
will assess each offeror\'s ability to comply with the optional
requirements of the statement of work. The evaluation of Section 4 will
assess each offeror\'s commitment to using SDB concerns in the
performance of the work and the evaluation of Section 5 will assess each
offeror\'s ability to comply with the technical standards issued by the
Architectural and Transportation Barriers Compliance Board (Access
Board), pursuant to Section 508 (a) (2) (A) of the Rehabilitation Act
Amendments of 1998.]{.underline}

[(1) Past Performance]{.underline}

[ The TET will evaluate Section 2 of each offeror\'s proposal to assess
past performance. Under this assessment, the TET will review each
offeror\'s past performance history to assess the relative risks
associated with the offeror\'s ability to perform the contract
successfully. Offerors will be rated as either "Low Risk", "Moderate
Risk", "High Risk" or "Unknown Risk". The categories are defined as
follows:]{.underline}

[1. "Low Risk" - Little doubt exists, based on the offeror\'s
performance record, that the offeror can perform the proposed
effort.]{.underline}

[2. "Moderate Risk" - Some doubt exists, based on the Offeror\'s
performance record, that the offeror can perform the proposed
effort.]{.underline}

[3. "High Risk" - Significant doubt exists, based on the offeror\'s
performance record, that the Offeror can perform the proposed
effort]{.underline}

[4. "Unknown Risk" - Little or no relevant performance record
identifiable; equates to an unknown risk rating having no positive or
negative evaluation significance.]{.underline}

[ The team will review Section 2 of the proposals, any past performance
information contained in the Third-party data store, any relevant data
obtained by the CO from the Past Performance Information Retrieval
System (PPIRS) as well as any relevant past performance data obtained
from any other source. ]{.underline}

[ The TET will consider the currency and relevance of the information,
source of the information, context of the data, and general trends in an
offeror's performance. The TET will consider past performance
information for past or current contracts (including Federal, State, and
local government and private) for efforts similar to this requirement.
The CO, as the source selection authority, shall determine the relevance
of similar past performance information.]{.underline}

[ The IRS will consider past performance of offerors in complying with
subcontracting plan goals for small disadvantaged business (SDB)
concerns under the SDB Participation Evaluation, however, the IRS will
consider the offeror's compliance with other subcontracting plan goals
under this factor.]{.underline}

[ In the case of an offeror without a record of relevant past
performance or for whom information on past performance is not
available, the offeror will not be evaluated favorably or unfavorably on
past performance. ]{.underline}

[ (2) Optional Requirements]{.underline}

[ The evaluation of Section 3 will be conducted using the factors and
subfactors below. The relative importance of these factors and
subfactors is denoted by their designated point values. Offerors' scores
under each factor will be determined by adding the total points for each
subsequent subfactor that they have demonstrated the ability to provide.
Offerors must demonstrate the ability to provide all requirements under
each subfactor to receive credit under that subfactor. Partial credit
will not be given. ]{.underline}

*[Factor 1 - SOW Section 3.1.4, Optional Software Requirements
]{.underline}*

*[ ]{.underline}[ ]{.underline}[ ]{.underline}[(Total Value - 34
Points)]{.underline}*

[Subfactors - Both the desktop and web-based software
shall:]{.underline}

[1. Provide a multilingual capability that includes ability to print tax
returns in English and Spanish. (6 Pts)]{.underline}

[2. Provide interview-based data entry capabilities for state tax
returns. (2 Pts)]{.underline}

[3. Be capable of switching between form-based and interview-based data
entry modes in real-time. (6 Pts)]{.underline}

[4. Provide the capability to require a sub-set of users (as determined
by the site coordinator) to mandatorily use the interview-based mode. (6
Pts)]{.underline}

[5. Incorporate capability for a third party review of returns (by site
coordinators or their designated reviewers), prior to printing or
e-filing of the return. (2 Pts)]{.underline}

[6. Provide an audit trial that identifies who created/edited the return
data and date created/edited. (6 Pts)]{.underline}

[7. Provide automated determination of entitlements eligibility, like
food stamps and health care assistance. (6 Pts)]{.underline}

*[Factor 2 - SOW Section 3.1.5, Optional Usability Requirements
]{.underline}*

*[(Total Value - ]{.underline}****[ ]{.underline}****[38 Points
)]{.underline}*

*[ ]{.underline}[Testing will be conducted using the contractor supplied
software]{.underline}[, training material and manuals]{.underline}[ to
evaluate proposals under this factor.]{.underline}[ ]{.underline}[The
IRS will be conducting testing the week of ]{.underline}[December 1,
2008]{.underline}[ ]{.underline}[between the hours of 8:00 a.m. and 5:00
p.m. (Mountain Time Zone). ]{.underline}[ During this phase, the IRS
plans to prepare and transmit test returns to the offeror and will
expect acknowledgements of receipt using the
offeror]{.underline}[']{.underline}[s tax year 2007 software. Below are
specific technical clarifications and requirements that your company
must have resolved by December 1st. To conduct this testing, the IRS
must have the following:]{.underline}*

*[1. Permission to copy the CD and instruction/training material
provided as part of the initial proposal. ]{.underline}*

*[2. A technical point of contact (POC) and a back-up. ]{.underline}[The
IRS w]{.underline}[ill need someone available for technical support and
to provide acknowledgement that t]{.underline}[he transmissions were
received. Quick ]{.underline}[access to the POC ]{.underline}[will be
needed ]{.underline}[since this is a time-based test and the testers
]{.underline}[will only be available ]{.underline}[for a limited amount
of time each day. ]{.underline}*

*[3. ]{.underline}[The offeror must provide instructions for testing
their tax year 2007]{.underline}[. ]{.underline}[There will be 8 testers
preparing multiple returns. ]{.underline}[For instance, when preparing
the return, what social security numbe]{.underline}[rs should be used
for the test? S]{.underline}[hould the EFIN be used as
]{.underline}[part of the SSN? The IRS will n]{.underline}[eed the
ability to transmit the returns via Internet, dial-up modem from the
stand alone software application and the web-based application.
]{.underline}*

*[4. Does the IRS need a]{.underline}[ ]{.underline}[training EFIN and
Registration code to load and use the software? If one is needed,
]{.underline}[it must be provided. (Again, the IRS
]{.underline}[need]{.underline}[s]{.underline}[ to know what is required
to prepare and transmit]{.underline}[ ]{.underline}[returns using
]{.underline}[the offeror]{.underline}[']{.underline}[s]{.underline}[
tax year 2007 software]{.underline}[ ]{.underline}[and receive
acknowledgement from ]{.underline}[the offeror]{.underline}[ for receipt
of the return.) ]{.underline}*

*[5. The IRS needs]{.underline}[ ]{.underline}[a phone number for
dial-up transmission and a URL for Internet transmission to
]{.underline}[the offeror ]{.underline}[for use in transmitting a test
return during the testing phase of the software. (Since it is a
requirement that the]{.underline}[ ]{.underline}[potential contractor be
able to accept both Internet and dial-up modem
transmissions]{.underline}[, the IRS]{.underline}[ will be testing both
methods.) ]{.underline}*

*[6. ]{.underline}[The IRS will ]{.underline}[need access to
]{.underline}[the offeror]{.underline}[']{.underline}[s ]{.underline}[
web-based application. Access includes the ability to prepare and
transmit a return to ]{.underline}[the offeror]{.underline}[ and receive
an acknowledgement of a successful transmission.]{.underline}*

*[The technical POC for the Usability Lab is Howard Schuyler. His email
address is ]{.underline}[ and his phone number is
801-620-]{.underline}[4056. Mr. Schuyler can assist
offerors]{.underline}[ with any technical set up concerns/questions.
Please note that Mr. Schuyler is not a member of the evaluation team or
the Procurement Office and has no knowledge of the overall procurement.
His function is solely to assist you with the technical aspects of
setting up your product for testing.]{.underline}*

[Subfactors ]{.underline}

[1. The desktop and web software should be easy to navigate, fault
tolerant and user friendly to allow first time or inexperienced users of
the software to input tax returns error free. (6 Pts)]{.underline}

[2. The desktop and web software should contain both multimedia (both
visual and audio) and textual help files. (6 Pts)]{.underline}

[3. The contractor should agree to customize certain features of the
software specifically for use within the tax assistance programs.
Examples of such customization include blocking bank products, or
presetting default values within the software in order to reduce
volunteer burden. (3 Pts)]{.underline}

[4. The desktop and web software versions should provide online
accessible tutorials to help users understand how to use the software.
(6 Pts)]{.underline}

[5. The desktop and web software should provide a "What's New" section,
with details on updates to the software and to tax law changes for the
current tax year. (2 Pts)]{.underline}

[6. The desktop and web software should provide error messages that are
in plain-language, and explain how to recover from the error. (6
Pts)]{.underline}

[7. The desktop and web software should provide context sensitive help,
including form-specific and field-specific help instructions. (6
Pts)]{.underline}

[8. The user interface, terminology and data entry methods for the
Desktop and Web software should be similar -- such that a user, who is
trained on one version, will be able to utilize the other version with
minimal retraining effort. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 3 - SOW Section 3.2.2, Optional Technical
Requirements]{.underline}*

*[(Total Value - 6 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's software shall be compatible with future Microsoft
desktop operating system versions. This compatibility shall be
communicated by the contractor within twelve months after the commercial
release of this operating system version. (3 Pts)]{.underline}\
\
[2. The contractor's web-based software shall be compatible with future
versions of the Microsoft Internet Explorer Browser. This compatibility
shall be communicated by the contractor within twelve (12) months after
the commercial release of the Internet Explorer version. (3
Pts)]{.underline}

*[ ]{.underline}[Factor 4 - SOW Section 3.3.3, Optional Transmission
Requirements]{.underline}*

*[(Total Value 6 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's software shall have the ability to allow only
specific EFINs to transmit returns on behalf of the IRS Tax Assistance
Programs. (3 Pts)]{.underline}

[2. Provision of process to all these EFINs to be designated by the IRS
POC from time to time. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 5 - SOW Section 3.4.1, Optional Reporting
Requirements ]{.underline}*

*[(Total Value - 3 Points)]{.underline}*

[The contractor's software shall provide the ability for appropriately
authorized users to create and run customized (also called "Adhoc")
reports, based on a selection of data fields.]{.underline}

*[ ]{.underline}[Factor 6 - SOW Section 4.2.1, Optional Distribution
Requirements ]{.underline}*

*[(Total Value - 9 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor will provide for electronic distribution availability
of the initial desktop version for each contract year. (3
Pts)]{.underline}

[2. The contractor shall provide automatic e-mail notifications of
updates and changes to the software, to the IRS licensees who have been
shipped the software. The e-mails of the IRS licensees will be provided
during the ordering process. (3 Pts)]{.underline}

[3. The contractor shall provide the ability for IRS licensees to
designate additional notification POC, who will also receive automatic
e-mail notifications of updates and changes to the software. (3
Pts)]{.underline}

*[ ]{.underline}[Factor 7 - SOW Section 5.3, Optional Customer Service
Requirements ]{.underline}*

*[(Total Value - 13 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor shall provide first-level chat-based customer
service. (1 Pt)]{.underline}

[2. The contractor shall maintain a web site designed for the tax
professionals (not just the \"user\"). (3 Pts)]{.underline}

[3. The contractor shall participate in conference calls with IRS
licensees if needed. (3 Pts)]{.underline}

[4. The contractor shall work with the IRS on partner/employee/volunteer
communications relating to their products. (3 Pts)]{.underline}

[5. The front-line assistors will be provided a minimum of three weeks
training on the customer's product. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 8 - SOW Section 6.8, Optional Training
Requirements]{.underline}*

*[(Total Value - 18 Points)]{.underline}*

[Subfactors]{.underline}

[1. The contractor's program shall include and score IRS tax law
certification tests. (3 Pts)]{.underline}

[2. The contractor's training shall include "trouble-shooting"
scenarios. (3 Pts)]{.underline}

[3. The current year software shall be available for training by
November 10]{.underline}^[\ ]{.underline}^[of every year. (3
Pts)]{.underline}

[4. The contractor shall provide an online training environment for
their software, which shall be accessible to all IRS licensees. (3
Pts)]{.underline}

[5. The contractor shall provide the electronic format of the training
course material to each IRS licensee annually with the shipment of the
CDs. (3 Pts)]{.underline}

[6. The contractor shall add IRS approved publications to the CDs that
are shipped annually to the IRS licensees. (3 Pts)]{.underline}

*[ ]{.underline}[Factor 9 - SOW Section 6.9.2, and Optional Training
Portal Requirements]{.underline}*

*[(Total Value - 3 Points)]{.underline}*

[The site administrator shall monitor training progress on the
contractor's training portal for all IRS licensee users setup under
their site identification number (EFIN). The IRS POC, and his/her
designee, will be able to monitor progress on all users setup under the
IRS umbrella. ]{.underline}

[(3) SDB Participation]{.underline}

[ In the review of Section 4, the IRS will evaluate the extent of
participation of Small Disadvantaged Business (SDB) concerns in the
performance of the proposed contract. This evaluation will not be
conducted on any offeror whose proposal would not be selected for award
based on the results of the evaluation of factors other than SDB
participation. The evaluation will be based on information obtained from
the Small Disadvantaged Business Participation Table]{.underline}**[
]{.underline}**[provided by the offeror, any relevant information
obtained from Section 2 of the proposal and any other references
available to the Government. The evaluation of SDB participation will be
based on consideration of all relevant facts and circumstances; it will
not be based on absolute standards of acceptable performance. SDB
participation will not be scored, but the Government\'s conclusions
about overall commitment and realism of the offeror\'s SDB participation
plan will be considered in determining the relative merits of the
offeror\'s proposal and in selecting the offeror whose proposal is
considered to offer the best value to the Government. In assessing this
factor, the IRS will consider:]{.underline}

[(a) The extent to which SDB concerns are specifically identified.
]{.underline}

[(b) The extent of commitment to use SDB concerns. ]{.underline}

[(c) The complexity and variety of the work SDB concerns are to
perform]{.underline}

[(d) The realism of the proposed plan ]{.underline}

[(e) Past performance of offerors in complying with subcontracting plan
goals for SDB concerns and monetary targets for SDB participation.
]{.underline}

[(f) The extent of participation of SDB concerns in terms of the value
of the total acquisition. ]{.underline}

[(4) Section 508 of the Rehabilitation Act]{.underline}

[ The evaluation of Section 5 will consist of an assessment of each
offeror\'s ability to comply with the applicable technical requirements
of Section 508 of the Rehabilitation Act. Provided all non-Section 508
technical requirements are met, the IRS must acquire the product that
fully meets the Access Board's technical provisions and the
accessibility needs of the intended end users. If no offered product
meets all of the technical provisions, the Access Board's standards
require an agency to \"procure the product that best meets the
standards\" (see 36 CFR 1194.2(b)), unless an undue burden determination
justifies otherwise. Designating this procurement as an undue burden
will be considered only if after all proposals have been evaluated; and
based on both technical and pricing information provided, it is deemed
that such a determination is warranted.]{.underline}

[ The IRS has determined which standards and provisions will apply, by
product, to this award and those requirements were provided in
Attachment 1 of the statement of work. Each offeror will demonstrate his
compliance with these requirements by completing the attachment and
including it in his proposal as Section 5. The TET will review each
document and determine each offeror's total score in accordance with the
ratings set forth in the attachment.]{.underline}

**[Small Business ]{.underline}[Subcontracting Plan]{.underline}**

[ The Small Business Subcontracting Plan is a separate document from the
Small Disadvantaged Business Participation Table required under
Technical Proposal Section 4. This plan will not be rated under the
technical evaluation, however; in accordance with FAR 52.219-9, the plan
shall be included in and made a part of the resultant contract. Failure
to submit and negotiate a subcontracting plan shall make the offeror
ineligible for award of a contract. ]{.underline}

**[Price]{.underline}**

[ Price analysis will be conducted in accordance with the applicable
techniques cited in FAR 15.404-1(b) and in accordance with FAR
15.404-1(g).]{.underline}

**[IV. MULTIPLE OFFERS AND SINGLE AWARD]{.underline}**

[ FAR 52.212-1(e), Multiple offers, is not applicable to this
acquisition. Offerors are not authorized to submit multiple, alternative
offers in response to this solicitation. ]{.underline}

[ FAR 52.212-1(h), Multiple awards, does not apply to this acquisition.
Only one award will result from this solicitation. Offerors proposals
must demonstrate an ability to provide the entire
requirement.]{.underline}

**[IV. DISCUSSIONS]{.underline}[ ]{.underline}**

[ In accordance with FAR 52.212-1(g), the Government intends to evaluate
offers and award a contract without discussions with offerors.
Therefore, the offeror's initial offer should contain the offeror's best
terms from a price and technical standpoint. However, the Government
reserves the right to conduct discussions if later determined by the
contracting officer to be necessary. ]{.underline}