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.  |                |                |                |
|                |                |                |                |
| 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:       |                |                |                |
|                |                |                |                |
| \(a\) 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.     |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 12\.           |                |                |                |
| ACCOUNTING AND |                |                |                |
| APPROPRIATION  |                |                |                |
| DATA *(If      |                |                |                |
| required)*     |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| **13. THIS     |                |                |                |
| ITEM APPLIES   |                |                |                |
| ONLY TO        |                |                |                |
| MODIFICATIONS  |                |                |                |
| OF             |                |                |                |
| CONTR          |                |                |                |
| ACTS/ORDERS,** |                |                |                |
|                |                |                |                |
| **IT MODIFIES  |                |                |                |
| THE            |                |                |                |
| CONTRACT/ORDER |                |                |                |
| NO. AS         |                |                |                |
| DESCRIBED IN   |                |                |                |
| ITEM 14.**     |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| \(x\)          | A. THIS CHANGE |                |                |
|                | ORDER IS       |                |                |
|                | ISSUED         |                |                |
|                | PURSUANT TO:   |                |                |
|                | *(Specify      |                |                |
|                | authority)*    |                |                |
|                | THE CHANGES    |                |                |
|                | SET FORTH IN   |                |                |
|                | ITEM 14 ARE    |                |                |
|                | MADE IN THE    |                |                |
|                | CONTRACT ORDER |                |                |
|                | NO. IN ITEM    |                |                |
|                | 10A.           |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                | B. THE ABOVE   |                |                |
|                | NUMBERED       |                |                |
|                | CONTRACT/ORDER |                |                |
|                | IS MODIFIED TO |                |                |
|                | REFLECT THE    |                |                |
|                | ADMINISTRATIVE |                |                |
|                | CHANGES *(such |                |                |
|                | as changes in  |                |                |
|                | paying office, |                |                |
|                | appropriation  |                |                |
|                | date, etc.)    |                |                |
|                | *SET FORTH IN  |                |                |
|                | ITEM 14,       |                |                |
|                | PURSUANT TO    |                |                |
|                | THE AUTHORITY  |                |                |
|                | OF FAR         |                |                |
|                | 43.103(b).     |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                | C. THIS        |                |                |
|                | SUPPLEMENTAL   |                |                |
|                | AGREEMENT IS   |                |                |
|                | ENTERED INTO   |                |                |
|                | PURSUANT TO    |                |                |
|                | AUTHORITY OF:  |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                | D. OTHER       |                |                |
|                | Specify type   |                |                |
|                | of             |                |                |
|                | modification   |                |                |
|                | and authority) |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
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| fLayoutInCell0 |                |                |                |
|                |                |                |                |
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|                |                |                |                |
| **E.           |                |                |                |
| IMPORTANT:**   |                |                |                |
| Contractor is  |                |                |                |
| not, is        |                |                |                |
| required to    |                |                |                |
| sign this      |                |                |                |
| document and   |                |                |                |
| return         |                |                |                |
| \_\_\_\_       |                |                |                |
| copies to the  |                |                |                |
| issuing        |                |                |                |
| office.        |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 14\.           |                |                |                |
| DESCRIPTION OF |                |                |                |
| AMENDMEN       |                |                |                |
| T/MODIFICATION |                |                |                |
| *(Organized by |                |                |                |
| UCF section    |                |                |                |
| headings,      |                |                |                |
| including      |                |                |                |
| solicit        |                |                |                |
| ation/contract |                |                |                |
| subject matter |                |                |                |
| where          |                |                |                |
| feasible.)*    |                |                |                |
|                |                |                |                |
| See SF30       |                |                |                |
| Continuation   |                |                |                |
| Sheet          |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 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.    |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 15A. NAME AND  | 16A. NAME AND  |                |                |
| TITLE OF       | TITLE OF       |                |                |
| SIGNER * (Type | CONTRACTING    |                |                |
| or print)*     | OFFICER *      |                |                |
|                | (Type or       |                |                |
|                | print)*        |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 15B.           | 15C. DATE      | 16B. UNITED    | 16C. DATE      |
| CONT           | SIGNED         | STATES OF      | SIGNED         |
| RACTOR/OFFEROR |                | AMERICA        |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| \_\_\_\_\_\_   |                | BY             |                |
| \_\_\_\_\_\_\_ |                | \_\_\_         |                |
| \_\_\_\_\_\_\_ |                | \_\_\_\_\_\_\_ |                |
| \_\_\_\_\_\_\_ |                | \_\_\_\_\_\_\_ |                |
| \_\_\_\_\_\_\_ |                | \_\_\_\_\_\_\_ |                |
| \_\_\_\_\_\_\_ |                | \_\_\_\_\_\_\_ |                |
| \_\_\_\_\_\_\_ |                | \_\_\_\_\_\_\_ |                |
|                |                | \_\_\_\_\_\_\_ |                |
| *(Signature of |                |                |                |
| person         |                | *(Signature of |                |
| authorized to  |                | Contracting    |                |
| sign)*         |                | Officer)*      |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+

NSN 7540-01-152-8070 30-105 **STANDARD FORM 30 **(REV. 10-83)

PREVIOUS EDITION UNUSABLE Computer Generated Prescribed by GSA

FAR (48 CFR) 53.243

TIRNO-08-R-00026 AMEND# 0002

# SF30 CONTINUATION SHEET

** **THE PURPOSE OF THIS AMENDMENT IS TO CHANGE SUBJECT SOLICITATION AS
FOLLOWS:

1\. The description of contract line items (CLINs) 0006, 1006, 2006,
3006, and 4006 is hereby changed to Individual Subcontracting Reports
and Summary Subcontracting Reports.

2\. Solicitation Attachment 1, Statement Of Work For Electronic Return
Preparation And Transmission Software And Support, [Section 7.1.2
Employee Background Investigations]{#_Toc198348570}, paragraph 1 shall
now read, "The contractor shall comply with Internal Revenue Manual
(IRM) 10.23.2, Contractor Investigations and . . .".

3\. FAR 52.252-1, Solicitation Provisions Incorporated by Reference
(Feb 1998), is hereby revised to incorporate only the following
provisions:

52.219-24, Small Disadvantaged Business Participation Program -Targets
(Oct 2000)

** **52.222-24, Preaward On-Site Equal Opportunity Compliance
Evaluation.

(Feb 1999)

4\. FAR 52.252-2, Clauses Incorporated By Reference (Feb 1998), is
hereby added to subject solicitation and incorporates the following
clauses:

52.204-4, Printed Or Copied Double-Sided On Recycled Paper

(Aug 2000)

52.224-1, Privacy Act Notification (Apr 1984)

52.224-2, Privacy Act (Apr 1984)

52.253-1, Computer Generated Forms (Jan 1991)

52.203-3, Gratuities (Apr 1984)

52.227-19, Commercial Computer Software License (Dec 2007)

52.232-17, Interest (Oct 2008)

52.232-18, Availability Of Funds (Apr 1984)

52.237-3, Continuity Of Services (Jan 1991)

52.242-13, Bankruptcy (Jul 1995)

52.242-15, Stop-Work Order (Aug 1989)

52.243-1, Changes\--Fixed-Price (Aug 1987)\--Alternate II (Apr 1984)

52.247-34, F.O.B. Destination (Nov 1991)

52.249-8, Default (Fixed-Price Supply And Service) (Apr 1984)

5\. The dates of the following clauses are hereby corrected as follows:

IRSAP 1052.224-9006, Nondisclosure of Information - January 1998

IRSAP 1052.224.9000 (c), Disclosure of Information \-- Safeguards -
November 2005

IRSAP 1052.224-9000 (a), Disclosure of Information - Safeguards -
January 1998

FAR 52.212-4, Contract Terms and Conditions\--Commercial Items - October
2008

FAR 52.212-5, Contract Terms and Conditions Required to Implement
Statutes or Executive Orders\--Commercial Items - October 2008

FAR 52.212-1 Instructions To Offerors\--Commercial Items - June 2008

FAR 52.212-3, Offeror Representations and Certifications - Commercial
Items - June 2008

6\. The titles of the following clauses are hereby corrected as follows:

IRSAP 1052.224-9000(d), Disclosure of "Official Use Only", is hereby
corrected to read, Disclosure of "Sensitive but Unclassified"
Information Safeguards (March 2008)

IRSAP 1052.224-9001(a), Disclosure of Information\--, is hereby
corrected to read, IRSAP 1052.224-9001(a), Disclosure of Information
\--Criminal/Civil Sanctions (Jan 1988)

DTAR 1052.201-70, Contracting Officer's Technical, is hereby corrected
to read, DTAR 1052.201-70, Contracting Officer's Technical
Representative (COTR) Appointment and Authority (Apr 2004)

7\. The following clauses are hereby revised:

\(a\) IRSAP 1052.242-9000, Post Award Evaluation of Contractor
Performance (OCT 2000), is hereby revised to read:

IRSAP 1052.242-9000\--POST AWARD EVALUATION OF CONTRACTOR PERFORMANCE
(SEP 2006)

a\. [Contractor Performance Evaluations]{.underline}

Interim and final evaluations of contractor performance will be prepared
on this contract in accordance with FAR Subpart 42.15. A final
performance evaluation will be prepared at the time of completion of
work. In addition to the final evaluation, interim evaluations will be
prepared annually to coincide with the anniversary date of the contract.

Interim and final evaluations shall be available to the Contractor
through the National Institutes of Health Contractor Performance System
(CPS) as soon as practicable after completion of the evaluation. The
Contractor will be permitted thirty days to review the document and to
submit additional information or a rebutting statement. Any disagreement
between the parties regarding an evaluation will be referred to an
individual one level above the CO, whose decision shall be final.

Copies of the evaluations, Contractor responses, and review comments, if
any, will be retained as part of the contract file, and may be used to
support future award decisions.

b\. [Electronic Access to Contractor Performance
Evaluations]{.underline}

Contractors must register with CPS in order to review and comment on
agency prepared contractor interim and final evaluation reports.
Contractors can do this by registering online at the CPS web site.

The registration process requires the contractor to identify an
individual that will serve as a primary contact and who will be
authorized access to the evaluation for review and comment. In addition,
the Contractor will be required to identify an alternate contact who
will be responsible for notifying the cognizant contracting official in
the event the primary contact is unavailable to process the evaluation
within the required 30-day time frame.

\[End of clause\]

\(b\) FAR 52.219-9, Small Business Subcontracting Plan, is hereby
revised in accordance with FAR 52.219-9, Small Business Subcontracting
Plan, Alternate II.

\(c\) IR1052-04-001, Instructions To Offerors For Performance
Requirements, is hereby reformatted as follows:

In support of the performance requirements stated in FAR clause
52.219-14, Limitations on Subcontracting, the following information
shall be provided in the space below. If not enough room has been
provided below, please submit an attachment to your proposal detailing
the information required.

[For services (except construction) add:]{.underline}

At least 50 percent of the cost of contract performance incurred for
personnel shall be expended for employees of \_\_\_\_\_\_\_\_\_\_\_\_ .

Employees of \_\_\_\_\_\_\_\_\_\_\_\_\_\_will provide the following
services in fulfilling the contract requirements. List the services and
estimated cost of performance incurred for personnel, and provide brief
narrative description.

[For supplies (other than procurement from a regular dealer in such
supplies) add:]{.underline}

The \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ shall perform work for at least 50
percent of the cost of manufacturing the supplies, not including the
cost of materials.

Employees of \_\_\_\_\_\_\_\_\_\_\_\_\_\_ will perform the following
work in fulfilling the manufacturing requirements. List the items and
estimated cost of manufacturing, not including materials, and provide
brief narrative description.

[For general construction or construction by special trade contractors
add:]{.underline}

The \_\_\_\_\_\_\_\_\_\_\_\_\_\_will perform at least \_\_\_\_ percent
of the cost of the contract, not including the cost of materials, with
its own employees.

Employees of \_\_\_\_\_\_\_\_\_\_\_\_\_\_perform the following work in
fulfilling the contract requirements. List the work and estimated
percent of contract cost, and provide brief narrative description.

\(d\) DTAR 1052.219-70, SF 294 and SF 295 Reporting (March 2002) is
hereby deleted.

8\. Solicitation Attachment 4, 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, paragraph 1 is hereby revised to read, "...for fiscal
year  2009."

9\. FAR 52.212-2, Evaluation\--Commercial Items (JAN 1999), is hereby
revised as follows:

\(a\) The Government will award a contract resulting from this
solicitation to the responsible offeror whose offer conforming to the
solicitation will be most advantageous to the Government, price and
other factors considered. The following factors shall be used to
evaluate offers:

1.  Mandatory Requirements

2.  Section 508 Standards

3.  Optional Requirements

4.  Past Performance

5.  Small Disadvantaged Business (SDB) Participation

6\. Price

The evaluation will be conducted in two phases, Phase 1 and Phase 2.
Under Phase 1, only the Mandatory Requirements will be evaluated to
determine if each offeror's proposal meets the mandatory technical
requirements of the statement of work. This evaluation will be conducted
on a "pass/fail: basis. 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.

Under Phase 2, proposals will initially be evaluated to determine 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. Provided all mandatory 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]{.underline} 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.

In the event there are two (2) or more vendors who offer the most
compliant product and have obtained a rating of "pass" for all mandatory
technical requirements, the offerors will be further evaluated to
determine the proposal that provides the best value to the government
using the remaining factors. They are listed below in descending order
of importance:

1.  Optional Requirements

2.  Past Performance

3.  Small Disadvantaged Business (SDB) Participation

4\. Price

As non-price factors, optional requirements, past performance, and SDB
participation, become more equal among offerors, price will become more
significant.

See Solicitation Attachment 2, Addendum To FAR 52.212-2, for additional
information regarding the evaluation methodology.

\(b\) Options. The Government will evaluate offers for award purposes by
adding the total price for all options to the total price for the basic
requirement. The Government may determine that an offer is unacceptable
if the option prices are significantly unbalanced. Evaluation of options
shall not obligate the Government to exercise the option(s).

\(c\) A written notice of award or acceptance of an offer, mailed or
otherwise furnished to the successful offeror within the time for
acceptance specified in the offer, shall result in a binding contract
without further action by either party. Before the offer\'s specified
expiration time, the Government may accept an offer (or part of an
offer), whether or not there are negotiations after its receipt, unless
a written notice of withdrawal is received before award.

(End of Provision)

10\. Solicitation Attachment 2 is hereby revised in accordance with
Attachment 1 of this Amendment.

11\. Solicitation Questions and Responses are hereby provided below:

Question1: Is the IRS going to issue this RFP as an 8(a) or small
business set aside?

Answer: This requirement has not been set-aside for either 8(a) or small
businesses.

Question 2: Do small businesses need to submit small business
sub-contracting plans?

Answer: In accordance with FAR 19.702 (b) (1), subcontracting plans are
not required from small businesses.

Question 3. Is there any chance there might be an extension to the
timeframe since it\'s not until tax season 2010 that the RFP will be in
effect?

Answer: The anticipated award date of the solicitation is January 2009.
Contract performance will begin on the date of award.

**Amendment Attachment 1**

**SOLICITATION ATTACHMENT 2**

**[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.

Proposals to this solicitation must be received by 10:00 a.m., EST,
November 12, 2008.

**[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 unless contrary
instructions are given herein. Offerors [shall not]{.underline} 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 and ineligible for inclusion in the
competitive range, if discussions are determined necessary, and
ineligible for award. Proposals shall be structured and submitted as
follows:

**[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:

\(1\) 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.

\(2\) One (1) copy of their technical proposal.

\(3\) One (1) copy of their price proposal.

\(4\) One (1) copy of the Small Business Subcontracting Plan

\(5\) Two (2) copies, each; of the proposed software, training materials
and user manuals.

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

The technical proposal [shall not]{.underline} 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.

Technical proposals must contain the following information:

* (a) [Technical Proposal Section 1]{.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 must 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.

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

This section will demonstrate the offerors\' ability to comply with the
solicitation\'s Past Performance requirement.

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 within the past 5 years. 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.

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.

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 must 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).

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.

* (c) [Technical Proposal Section 3]{.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 must 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.

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

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

* [(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.

**[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

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

Offerors must also include with their proposals two (2) production
copies of their software, which the IRS will be authorized to test,
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:

Internal Revenue Service

New Carrollton Federal Building

W&I:SPEC - Individual Marketing Services

5000 Ellin Road, C4-183

Lanham, Maryland 20706

Attn: Jackie Benjamin

The other copy must be sent to:

Internal Revenue Service

Arka Monterey Park Building

1973 North Rulon White Boulevard, MS 6502

Ogden, Utah 84404-4056

Attn: Howard Schuyler

During the proposal review process, the software will be subjected to
testing.

**[4. Electronic Copies of Technical and 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.

**[III. 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.

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 and
ineligible for inclusion in the competitive range, if discussions are
determined necessary, and ineligible for award. Any questions or
concerns regarding proposal structure or delivery may be submitted in
accordance with Section I, QUESTIONS/PROPOSAL DUE DATES, above.

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.

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.

**[V. DISCUSSIONS]{.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.

**[ADDENDUM TO FAR 52.212-2]{.underline}**

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

**[ Phase 1]{.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.

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.

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.

Testing will be conducted during this phase of the evaluation as well as
during Phase 2 for eligible proposals. If information is obtained
through testing that contradicts information provided in the technical
proposal, the testing results shall be given precedence. 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.

**[Phase 2]{.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. 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.

Additional information is provided below regarding the evaluation of
each section of the proposal under Phase 2 of the evaluation. Please
note, these factors are listed in an order that is consistent with the
instructions in the addendum to FAR 52.212-1. The order of presentation
has no bearing and does not change the evaluation methodology set forth
in FAR 52.212-2.

\(1\) [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:

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

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

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

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

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.

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 (within the last 5 years) 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.

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.

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.

[(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
for a particular subfactor will not be given.

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

* (Total Value - 34 Points)*

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

1\. Provide a multilingual capability that includes ability to print tax
returns in English and Spanish. (6 Pts)

2\. Provide interview-based data entry capabilities for state tax
returns. (2 Pts)

3\. Be capable of switching between form-based and interview-based data
entry modes in real-time. (6 Pts)

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)

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)

6\. Provide an audit trial that identifies who created/edited the return
data and date created/edited. (6 Pts)

7\. Provide automated determination of entitlements eligibility, like
food stamps and health care assistance. (6 Pts)

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

*(Total Value - **** ****38 Points )*

* Testing will be conducted using the contractor supplied software,
training material and manuals to evaluate proposals under this factor.
The IRS will be conducting testing the week of December 1, 2008 between
the hours of 8:00 a.m. and 5:00 p.m. (Mountain Time Zone). During this
phase, the IRS plans to prepare and transmit test returns to the offeror
and will expect acknowledgements of receipt using the offeror'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:*

*1. Permission to copy the CD and instruction/training material provided
as part of the initial proposal. *

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

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

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

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

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

*The technical POC for the Usability Lab is Howard Schuyler. His email
address is and his phone number is 801-620-4056. Mr. Schuyler can assist
offerors 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.*

[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)

2\. The desktop and web software should contain both multimedia (both
visual and audio) and textual help files. (6 Pts)

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)

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

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)

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)

7\. The desktop and web software should provide context sensitive help,
including form-specific and field-specific help instructions. (6 Pts)

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)

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

*(Total Value - 6 Points)*

[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)\
\
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)

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

*(Total Value 6 Points)*

[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)

2\. Provision of process to all these EFINs to be designated by the IRS
POC from time to time. (3 Pts)

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

*(Total Value - 3 Points)*

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.

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

*(Total Value - 9 Points)*

[Subfactors]{.underline}

1\. The contractor will provide for electronic distribution availability
of the initial desktop version for each contract year. (3 Pts)

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)

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)

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

*(Total Value - 13 Points)*

[Subfactors]{.underline}

1\. The contractor shall provide first-level chat-based customer
service. (1 Pt)

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

3\. The contractor shall participate in conference calls with IRS
licensees if needed. (3 Pts)

4\. The contractor shall work with the IRS on partner/employee/volunteer
communications relating to their products. (3 Pts)

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

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

*(Total Value - 18 Points)*

[Subfactors]{.underline}

1\. The contractor's program shall include and score IRS tax law
certification tests. (3 Pts)

2\. The contractor's training shall include "trouble-shooting"
scenarios. (3 Pts)

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

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

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)

6\. The contractor shall add IRS approved publications to the CDs that
are shipped annually to the IRS licensees. (3 Pts)

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

*(Total Value - 6 Points)*

1\. 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).

2\. The IRS POC, and his/her designee, will be able to monitor progress
on all users setup under the IRS umbrella.

[(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. The evaluation will be based on
information obtained from the Small Disadvantaged Business Participation
Table** **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. 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 will be a factor in the IRS' best value
determination. In assessing this factor, the IRS will consider:

\(a\) The extent to which SDB concerns are specifically identified.

\(b\) The extent of commitment to use SDB concerns.

\(c\) The complexity and variety of the work SDB concerns are to perform

\(d\) The realism of the proposed plan

\(e\) Past performance of offerors in complying with subcontracting plan
goals for SDB concerns and monetary targets for SDB participation.

\(f\) The extent of participation of SDB concerns in terms of the value
of the total acquisition.

[(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]{.underline} 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.

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.

**[Small Business 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.

**[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).