OMB Control No. 1505-0081

+----------------+----------------+----------------+----------------+
| sh             | 29\. AWARD OF  |                |                |
| apeType202fFli | CONTRACT: REF. |                |                |
| pH0fFlipV1lTxi | [              |                |                |
| d1441792dxText | ]{.underline}  |                |                |
| Left0dyTextTop | OFFER[         |                |                |
| 0dxTextRight0d | ]{.underline}  |                |                |
| yTextBottom0hs |                |                |                |
| pNext1047fFitS | DATED [        |                |                |
| hapeToText0fFi | ]{.underline}  |                |                |
| lled0lineColor | . YOUR OFFER   |                |                |
| 3355443fLine1f | ON             |                |                |
| LayoutInCell0f | SOLICITATION   |                |                |
| LayoutInCell0X | (BLOCK 5).     |                |                |
|                |                |                |                |
| 28\.           | INCLUDING ANY  |                |                |
| CONTRACTOR IS  | ADDITIONS OR   |                |                |
| REQUIRED TO    | CHANGES WHICH  |                |                |
| SIGN THIS      | ARE SET FORTH  |                |                |
| DOCUMENT AND   |                |                |                |
| RETURN[        | HEREIN, IS     |                |                |
| ]{#Text52} 6   | ACCEPTED AS TO |                |                |
|                | ITEMS:         |                |                |
| COPIES TO      |                |                |                |
| ISSUING        |                |                |                |
| OFFICE.        |                |                |                |
| CONTRACTOR     |                |                |                |
| AGREES TO      |                |                |                |
| FURNISH AND    |                |                |                |
| DELIVER        |                |                |                |
|                |                |                |                |
| ALL ITEMS SET  |                |                |                |
| FORTH OR       |                |                |                |
| OTHERWISE      |                |                |                |
| IDENTIFIED     |                |                |                |
| ABOVE AND ON   |                |                |                |
| ANY ADDITIONAL |                |                |                |
|                |                |                |                |
| SHEETS SUBJECT |                |                |                |
| TO THE TERMS   |                |                |                |
| AND CONDITIONS |                |                |                |
| SPECIFIED      |                |                |                |
| HEREIN.        |                |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 30a. SIGNATURE | 31a. UNITED    |                |                |
| OF             | STATES OF      |                |                |
| OFFE           | AMERICA        |                |                |
| ROR/CONTRACTOR | (*SIGNATURE OF |                |                |
|                | CONTRACTING    |                |                |
|                | OFFICER)*      |                |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+
| 30b. NAME AND  | 30c. DATE      | 31b NAME OF    | 31c. DATE      |
| TITLE OF       | SIGNED         | CONTRACTING    | SIGNED         |
| SIGNER (*TYPE  |                | OFFICER (*TYPE |                |
| OR PRINT*)     |                | OR PRINT*)     |                |
+----------------+----------------+----------------+----------------+
|                |                |                |                |
+----------------+----------------+----------------+----------------+

AUTHORIZED FOR LOCAL REPRODUCTION **STANDARD FORM 1449 **(REV. 3/2005)
PREVIOUS EDITION IS NOT USABLE Prescribed by GSA - FAR (48 CFR) 53.212

+--------+--------+--------+--------+--------+--------+---+---+
| 19\.   | 20\.   | 21\.   | 22\.   | 23\.   | 24\.   |   |   |
|        |        |        |        |        |        |   |   |
| ITEM   | SC     | QU     | UNIT   | UNIT   | AMOUNT |   |   |
| NO.    | HEDULE | ANTITY |        | PRICE  | (US\$) |   |   |
|        | OF     |        |        | (US\$) |        |   |   |
|        | SUPPL  |        |        |        |        |   |   |
|        | IES/SE |        |        |        |        |   |   |
|        | RVICES |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
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+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 32a.   |        |        |        |        |        |   |   |
| QU     |        |        |        |        |        |   |   |
| ANTITY |        |        |        |        |        |   |   |
| IN     |        |        |        |        |        |   |   |
| COLUMN |        |        |        |        |        |   |   |
| 21 HAS |        |        |        |        |        |   |   |
| BEEN   |        |        |        |        |        |   |   |
|        |        |        |        |        |        |   |   |
| RE     |        |        |        |        |        |   |   |
| CEIVED |        |        |        |        |        |   |   |
| INS    |        |        |        |        |        |   |   |
| PECTED |        |        |        |        |        |   |   |
| ACC    |        |        |        |        |        |   |   |
| EPTED, |        |        |        |        |        |   |   |
| AND    |        |        |        |        |        |   |   |
| CO     |        |        |        |        |        |   |   |
| NFORMS |        |        |        |        |        |   |   |
| TO THE |        |        |        |        |        |   |   |
| CON    |        |        |        |        |        |   |   |
| TRACT, |        |        |        |        |        |   |   |
| EXCEPT |        |        |        |        |        |   |   |
| AS     |        |        |        |        |        |   |   |
| NOTED: |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 32b.   | 32c.   | 32d.   |        |        |        |   |   |
| SIG    | DATE   | P      |        |        |        |   |   |
| NATURE |        | RINTED |        |        |        |   |   |
| OF     |        | NAME   |        |        |        |   |   |
| AUTH   |        | AND    |        |        |        |   |   |
| ORIZED |        | TITLE  |        |        |        |   |   |
| GOVE   |        | OF     |        |        |        |   |   |
| RNMENT |        | AUTH   |        |        |        |   |   |
|        |        | ORIZED |        |        |        |   |   |
| RE     |        | GOVE   |        |        |        |   |   |
| PRESEN |        | RNMENT |        |        |        |   |   |
| TATIVE |        |        |        |        |        |   |   |
|        |        | RE     |        |        |        |   |   |
|        |        | PRESEN |        |        |        |   |   |
|        |        | TATIVE |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| s      |        |        |        |        |        |   |   |
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| outInC |        |        |        |        |        |   |   |
| ell0fL |        |        |        |        |        |   |   |
| ayoutI |        |        |        |        |        |   |   |
| nCell0 |        |        |        |        |        |   |   |
|        |        |        |        |        |        |   |   |
| s      |        |        |        |        |        |   |   |
| hapeTy |        |        |        |        |        |   |   |
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| FlipH0 |        |        |        |        |        |   |   |
| fFlipV |        |        |        |        |        |   |   |
| 1lTxid |        |        |        |        |        |   |   |
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| r33554 |        |        |        |        |        |   |   |
| 43fLin |        |        |        |        |        |   |   |
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| outInC |        |        |        |        |        |   |   |
| ell0fL |        |        |        |        |        |   |   |
| ayoutI |        |        |        |        |        |   |   |
| nCell0 |        |        |        |        |        |   |   |
|        |        |        |        |        |        |   |   |
| s      |        |        |        |        |        |   |   |
| hapeTy |        |        |        |        |        |   |   |
| pe202f |        |        |        |        |        |   |   |
| FlipH0 |        |        |        |        |        |   |   |
| fFlipV |        |        |        |        |        |   |   |
| 1lTxid |        |        |        |        |        |   |   |
| 163840 |        |        |        |        |        |   |   |
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| tLeft0 |        |        |        |        |        |   |   |
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| r33554 |        |        |        |        |        |   |   |
| 43fLin |        |        |        |        |        |   |   |
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| outInC |        |        |        |        |        |   |   |
| ell0fL |        |        |        |        |        |   |   |
| ayoutI |        |        |        |        |        |   |   |
| nCell0 |        |        |        |        |        |   |   |
|        |        |        |        |        |        |   |   |
| s      |        |        |        |        |        |   |   |
| hapeTy |        |        |        |        |        |   |   |
| pe202f |        |        |        |        |        |   |   |
| FlipH0 |        |        |        |        |        |   |   |
| fFlipV |        |        |        |        |        |   |   |
| 1lTxid |        |        |        |        |        |   |   |
| 170393 |        |        |        |        |        |   |   |
| 6dxTex |        |        |        |        |        |   |   |
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| 43fLin |        |        |        |        |        |   |   |
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| ell0fL |        |        |        |        |        |   |   |
| ayoutI |        |        |        |        |        |   |   |
| nCell0 |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 32e.   | 32f.   |        |        |        |        |   |   |
| M      | TEL    |        |        |        |        |   |   |
| AILING | EPHONE |        |        |        |        |   |   |
| A      | NUMBER |        |        |        |        |   |   |
| DDRESS | OF     |        |        |        |        |   |   |
| OF     | AUTH   |        |        |        |        |   |   |
| AUTH   | ORIZED |        |        |        |        |   |   |
| ORIZED | GOVE   |        |        |        |        |   |   |
| GOVE   | RNMENT |        |        |        |        |   |   |
| RNMENT | RE     |        |        |        |        |   |   |
| RE     | PRESEN |        |        |        |        |   |   |
| PRESEN | TATIVE |        |        |        |        |   |   |
| TATIVE |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        | 32g.   |        |        |        |        |   |   |
|        | E-MAIL |        |        |        |        |   |   |
|        | OF     |        |        |        |        |   |   |
|        | AUTH   |        |        |        |        |   |   |
|        | ORIZED |        |        |        |        |   |   |
|        | GOVE   |        |        |        |        |   |   |
|        | RNMENT |        |        |        |        |   |   |
|        | RE     |        |        |        |        |   |   |
|        | PRESEN |        |        |        |        |   |   |
|        | TATIVE |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 33\.   | 34\.   | 35.    | 36\.   | 37\.   |        |   |   |
| SHIP   | V      | AMOUNT | P      | CHECK  |        |   |   |
| NUMBER | OUCHER | VE     | AYMENT | NUMBER |        |   |   |
|        | NUMBER | RIFIED |        |        |        |   |   |
|        |        | C      | CO     |        |        |   |   |
|        |        | ORRECT | MPLETE |        |        |   |   |
|        |        | FOR    | P      |        |        |   |   |
|        |        |        | ARTIAL |        |        |   |   |
|        |        |        | FINAL  |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| s      | P      |        | FINAL  |        |        |   |   |
| hapeTy | ARTIAL |        |        |        |        |   |   |
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|        |        |        |        |        |        |   |   |
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+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 38\.   | 39.S/R | 40\.   |        |        |        |   |   |
| S/R    | V      | PAID   |        |        |        |   |   |
| A      | OUCHER | BY     |        |        |        |   |   |
| CCOUNT | NUMBER |        |        |        |        |   |   |
| NUMBER |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 41a. I | 42.a.  |        |        |        |        |   |   |
| C      | RE     |        |        |        |        |   |   |
| ERTIFY | CEIVED |        |        |        |        |   |   |
| THIS   | BY     |        |        |        |        |   |   |
| A      | (*P    |        |        |        |        |   |   |
| CCOUNT | rint*) |        |        |        |        |   |   |
| IS     |        |        |        |        |        |   |   |
| C      |        |        |        |        |        |   |   |
| ORRECT |        |        |        |        |        |   |   |
| AND    |        |        |        |        |        |   |   |
| PROPER |        |        |        |        |        |   |   |
| FOR    |        |        |        |        |        |   |   |
| P      |        |        |        |        |        |   |   |
| AYMENT |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
| 41b.   | 41c.   |        |        |        |        |   |   |
| SIG    | DATE   |        |        |        |        |   |   |
| NATURE |        |        |        |        |        |   |   |
| AND    |        |        |        |        |        |   |   |
| TITLE  |        |        |        |        |        |   |   |
| OF     |        |        |        |        |        |   |   |
| CERT   |        |        |        |        |        |   |   |
| IFYING |        |        |        |        |        |   |   |
| O      |        |        |        |        |        |   |   |
| FFICER |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        | 42b.   |        |        |        |   |   |
|        |        | RE     |        |        |        |   |   |
|        |        | CEIVED |        |        |        |   |   |
|        |        | AT     |        |        |        |   |   |
|        |        | (*Loca |        |        |        |   |   |
|        |        | tion*) |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        | 42.c   | 42d.   |        |        |   |   |
|        |        | DATE   | TOTAL  |        |        |   |   |
|        |        | REC'D  | CONT   |        |        |   |   |
|        |        | (*YY/M | AINERS |        |        |   |   |
|        |        | M/DD*) |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+
|        |        |        |        |        |        |   |   |
+--------+--------+--------+--------+--------+--------+---+---+

**STANDARD FORM 1449 **(REV. 3/2005) **BACK** **[TABLE OF
CONTENTS]{.underline}**

**SECTION I \-- STATEMENT OF
WORK..............................................................2**

**SECTION II CONTRACT LINE
ITEMS....................................................22**

**SECTION III CONTRACT
CLAUSES\...\...\...\...\...\...\...\...\...\...\...\...\...\...\...\...\...\...\...\....\...\...\...\...32**

**SECTION IV SOLICITATION
ATTACHMENTS........................................47**

** **Attachment A - Subcontracting Plan
Outline...................................................48

Attachment B -- Voluntary Product Accessibility Template
(VPAT)............\...\...\...\...\....58

Attachment C -- Quality Assurance Surveillance
Plan.......................................\...62

**SECTION V INSTRUCTIONS AND EVALUATIONS
FACTORS**.........\...\...\...\...68

**SECTION VI REPRESENTATIONS AND
CERTIFICATIONS.....................\...81**

**SECTION I -- STATEMENT OF WORK**

**1.0 Executive Summary**

The Internal Revenue Service (IRS) is committed to providing
standardized, consistent electronic research services to employees
throughout the country. The acquisition and management of these research
services are centralized under the Office of Servicewide Policy,
Directives, and Electronic Research (SPDER). The objective of this
Statement of Work (SOW) is to obtain, through competitively awarded
fixed-price contracts, a suite of robust electronic research services to
meet the agency's electronic research needs.\
\
The IRS has a wide range of diverse users with different and unique tax,
legal, business and news research requirements. The principal use of
electronic research services is to complete a full analysis of a tax
return, whether as part of the audit process, collection process, or
assistance process. This improves the quality of cases, assists in the
fair application of the laws, and helps front line assistors resolve
taxpayer questions. Users of these research materials are primarily:
Customer Service Representatives, Revenue Officers, Revenue Agents,
International Agents, Attorneys, Employment Tax Personnel, Tax
Compliance Officers, Tax Auditors, Appeals employees, Estate and Gift
Tax Attorneys, Employee Plans Specialists, Exempt Organizations
Specialists, and Librarians.\
\
In addition to tax law research, employees in other disciplines use the
legal, business and news services to:

-   Research personnel and labor law,

-   Conduct statistical and trend analysis,

-   Research academic journals and publications related to tax
    administration, and

-   Identify industry news and trends.

These employees include: General Legal Attorneys, Personnel Specialists,
Labor Relation Specialists, Statisticians, and Operational Research
Specialists.

The Treasury Departmental Office (Treasury) has partnered with the IRS
to obtain its research services. This Statement of Work outlines the
requirements of the larger IRS audience, while at the same time
affording Treasury the option to procure research services using the IRS
contract vehicle. Treasury Departmental Office employees include
attorneys, economists, tax professionals and financial professionals.\
\
The IRS and Treasury will purchase services for a fixed number of users
which can be increased or decreased at negotiated intervals, which will
occur no more than twice a year. Approximately 30,000 IRS employees and
500 Treasury employees are users of research services. Anticipated users
for each award group are described under the award group requirements.\
\
Contractors shall fully describe how their offering will satisfy the
diverse population of users and research requirements. This includes not
only a description of content and functionality, but also shall include
a detailed training plan, marketing plan, and implementation and
operation plan. Contractors will be evaluated on how well their proposal
meets the requirements and objectives of this SOW along with their
completeness and clarity in addressing the Government's requirements.

**2.0 Notification Of Changes To Content Or Service**

2.1 Standardization is a significant component of the IRS electronic
research strategy. The IRS understands that content is continually being
added and deleted to the commercial research services, but it is the
intent of this Request for Proposals (RFP) that all sources of content
proposed by the contractor to satisfy either mandatory or highly
desirable criteria in this solicitation will be continuously available
and kept current throughout the life of the contract. In the event the
contractor cannot comply with the requirements outlined below, the
contractor shall provide a comprehensive response explaining any
deviations they are proposing.

2.2 The contractor shall provide monthly notification to the Contracting
Officer and the Contracting Officer's Technical Representative (COTR) of
all sources being added and all sources being dropped that are within
the scope of this contract. This notification shall include a notation
of whether the source is included or excluded under the contract. If
third party negotiations prevent monthly notice, the contractor shall
advise the IRS as soon as it is permissible to provide such
notification.

2.3 If the IRS determines that a dropped source is material to IRS, the
COTR will request from the contractor a list of comparable replacement
sources.

2.4 The government reserves the right to approve offered replacement
sources. If the comparable sources offered by the contractor are not
acceptable to the IRS and/or Treasury, the contractor shall propose
price reductions for those discontinued sources. Any price reductions
shall take effect on the date the sources are no longer available
online.

2.5 The contractor shall notify the COTR at least 30 days in advance of
any changes in operation or functionality of the research system.

2.6 It is expected that the IRS will not be charged for any system or
product upgrades, new functionality, or expanded content that are
already part of the library purchased by the IRS, and/or are part of the
contractor's continual product development and enhancement.

2.7 Any new features or enhancements not offered to IRS will not be
displayed or taught in classes offered to IRS personnel.

**3.0 Copying, Downloading And Distribution Of Materials**

3.1 In addition to using the contractor products to conduct research,
IRS and Treasury often use these products for other internal purposes.

3.2 It is mandatory that contractors address **[all]{.underline}**
restrictions placed on its services to include those specifically
related to each of the uses listed below. Providing the standard
copyright and license agreement as a response is not sufficient.

-   Copying of contractor reference materials for training purposes.

-   Inserting source documents or portions thereof into training
    materials

    -   Posting IRS courses that contain excerpts from a commercial
        service to the Internet.

    -   Releasing an IRS or Treasury document that contains an excerpt
        from a commercial service pursuit to a Freedom of Information
        Act (FOIA) request.

    -   Releasing a document downloaded from a commercial service
        pursuant to a FOIA request.

    -   Inserting source documents or portions thereof into other
        internal documents.

    -   Inserting source documents on a CD as part of a submission of an
        electronic brief.

    -   Linking to source documents on contractor services in IRS
        training materials.

    -   Linking to source documents on contractor services in other IRS
        or Treasury internal documents.

    -   Posting specific contractor-provided documents on the IRS or
        Treasury Intranet for internal informational purposes.

    -   Providing a single copy of a document to a third party such as a
        taxpayer and/or power of attorney.

3.3 It is not the Government's intent to duplicate all or any
significant portion of a contractor's database.

**4.0 IRS Computing Environment**

4.1 Background Information

4.1.1 A web-browser currently serves as the end-user interface for
Internet-based commercial services.

4.1.2 Users on the IRS network (intranet) also access commercial tax
research services housed inside the IRS firewall.

4.1.3 IRS users in the field or working from home conduct research two
ways:

-   By using contractor-provided portable CD ROM\'s and

-   By dialing into the IRS network using secure dial-in or
    virtual-private-network (VPN) communication hardware and/or
    software.

4.2 Technical Requirements

4.2.1 It is mandatory that any research service offered as a Windows or
web-based system run under Windows XP as well as any successor Microsoft
operating system adopted by the IRS.

4.2.2 It is mandatory that any external web-based service be implemented
in a manner that eliminates any reasonable security concerns regarding
the use of Java applets, ActiveX or similar client-side processing.

4.2.3 It is mandatory that the contractor ensure and certify that the
products provided both at award and throughout the life of the contract
comply with Section 508 of the Rehabilitation Act of 1973 (as amended).
The attached Voluntary Product Accessibility Template shall be prepared
by the contractor and submitted to the Contractor Officer.

**5.0 Description of Award Groups**

5.1 The government's objective is to obtain the full range of content
and products to meet the requirements of each award group. The
contractors shall list and describe all offered databases, sources, and
products. Contractors shall also list and describe all excluded
databases, sources, and products. This listing is not subject to the
pagination limitations of this request for proposal.

5.2 The IRS may choose to award any or all of the following award
groups:

5.2.1 Award Group 1 -- Portable CD ROM Tax Service

5.2.2 Award Group 2 -- Tax Research Service

5.2.3 Award Group 3 -- Comprehensive Research Service

**6.0 Award Group 1 - Portable CD ROM Tax Service**

6.1 Overall Requirements

6.1.1 This is a portable CD tax library for use by employees who
traditionally work outside an IRS office. Approximately 16,000 employees
will use this library. The IRS may request to change this product to a
DVD format during the term of the contract. Therefore, vendors are
advised to address any additional costs associated with this change.

6.1.2 The objective is to obtain a collection of the core tax research
materials that allows employees to conduct research based on the
Internal Revenue Code (IRC) and related administrative interpretations.

6.1.3 The CD Library should consist of 3 or fewer CDs.

6.1.4 The CD Library shall be updated and issued quarterly.

6.1.5 At least one quarterly CD library shall be non-expiring. Expiring
CD sets shall remain usable at least until the receipt of the subsequent
CD shipment, and shall notify the users of the upcoming expiration at
least 2 weeks in advance.

6.1.6 CDs shall be shipped to the IRS National Distribution Center
(NDC), which will distribute to end users.

6.1.7 CDs shall be provided either in one jewel case or be otherwise
packaged as a set.

6.1.8 CD-ROM products shall be able to run on a CD-ROM drive and/or be
fully functional when copied to the hard drive of a computer. The
contractors copyright shall permit the copying of the CD-ROM products to
the hard drive of a computer.

6.2 Mandatory Content

6.2.1 Internal Revenue Manual (IRM) - The IRM is the official source of
all IRS policies, procedures and guidelines. It is mandatory that the
contractors maintain a current Internal Revenue Manual (IRM) by
obtaining updates electronically from the IRS print contractor. The
contractor's CD-ROM version of the IRM shall be updated at least
quarterly.

6.2.2 Legal and Administrative Content

-   Internal Revenue Code

-   U.S. Tax Treaties

-   Income Tax Regulations (Final, Temporary, and Proposed)

-   Legislative History of Internal Revenue Code Sections

-   Internal Revenue Bulletins and Cumulative Bulletins

-   Revenue Rulings

-   Revenue Procedures

-   Announcements and Notices

-   Chief Counsel Guidance, including but not limited to:

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-   Private Letter Rulings

-   Technical Advice Memoranda

-   General Counsel Memoranda

-   Actions on Decisions

-   Field Service Advice

-   Service Center Advice

-   Chief Counsel Advice

```{=html}
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```
-   Industry Specialization Program (ISP) Coordinated Issue Papers

-   Market Segment Specialization Program (MSSP) Audit Technique Guides

-   IRS Taxpayer Publications

-   Income tax guide or handbook

6.2.3 Additionally, the IRS or the Office of Chief Counsel of the IRS
may create new forms of guidance during the term of this contract. Once
such guidance is instituted and published, it is expected that it will
also be included at no additional cost.

6.3 Highly Desirable Content

6.3.1 It is highly desirable that at least one Commercial Tax Service be
provided. Commercial Tax Services are commentaries on tax law and are
generally categorized into two types:

-   Annotated tax services are organized by IRC section and are
    explanatory in nature.

-   Topical tax services are organized by broad topic or issue and are
    analytical in nature.

-   The contractor shall provide a listing of all the Commercial Tax
    Services offered in their proposal.

6.3.2 IRS may request the inclusion of additional IRS documents in the
CD Library. We expect the contractor to include these documents (if
space permits) at no additional cost.

6.3.3 Additional specialized tax content is highly desirable. Examples
of other content categories are: Employment Tax, Excise Tax, Estate and
Gift, Employee Plans, Exempt Organizations, Trusts, etc. The contractor
shall provide detailed listings of any content of this nature that is
being offered.

6.4 Mandatory Features

6.4.1 Searching -- It is mandatory that the product allow the user to
use multiple search methods and to determine the actual words and topics
to be searched and have **[all]{.underline}** of the following search
options available:

-   Boolean logic searches;

-   Proximity searches;

-   Exact phrase searches;

-   Conceptual or natural language searches and

-   Search by citation

6.4.2 Linking -- It is mandatory that the user be able to link directly
in the body of text being researched to cited documents.

6.4.3 Help** **-- It is mandatory that the product have:

-   An extensive online Help feature, and

-   A comprehensive user guide or manual

6.5 Highly Desirable Features

6.5.1 The contractor shall provide a detailed description of the
features available in the electronic research system offered. The
description should include, but not be limited to, capabilities such as:

-   Searching;

-   Customization options;

-   Work log and search history;

-   On-line help;

-   Delivery Options;

-   Navigating within a document

6.5.2 The contractor shall provide a detailed description of the Linking
incorporated in the electronic research system offered. The description
should include, but not be limited to, capabilities such as linking at
the code subsection level to related documents, explanations, and
references.

6.5.3 The contractor shall provide a detailed description of the
additional IRM functionality incorporated in the electronic research
system offered. The description should include, but not be limited to,
capabilities such as:

-   Retrieving documents at the sub-section level

-   Linking to other IRM sections

-   Linking to source documents

**7.0 Award Group 2 - Tax Research Service**

7.1 Overall Requirements

7.1.1 This is a comprehensive tax library which shall include the full
range of tax related authorities, administrative and judicial
interpretations, tax legislation, and IRS documents, as well as a
citator that provides both the history of the case, a listing of other
authorities, and judicial decisions. Approximately 25,000 employees will
use this library.

7.1.2 The contractor shall list all sources being offered to meet the
mandatory and highly desirable content **[and]{.underline}** all content
that is specifically excluded from the offering.

7.1.3 The contractor shall distinguish between databases that contain
abstract information and those that contain full text data.

7.2 Mandatory Content:

7.2.1 All Mandatory Content described in 6.2.

7.2.2 The contractor's online version of the IRM shall be updated at
least monthly.

7.2.3 Administrative Interpretations issued by the Treasury Department
that are not identified in 6.2. Examples include but are not limited to
Treasury Decisions and Treasury Orders, Tax Related Executive Orders,
etc.

7.2.4 Judicial Decisions include those decisions within the federal
court system handed down by judges in tax matters that decide questions
of fact or questions of law, including but not limited to:

-   Briefs

-   Full-Text Judicial Decisions

-   Bankruptcy Court (Tax Cases)

-   Board of Tax Appeals (Regular & Memorandum Decisions)

-   Tax Court of the United States (Regular & Memorandum Decisions)

-   United States Tax Court (Regular & Memorandum Decisions)

-   United States District Court

-   United States Court of Federal Claims

-   United States Circuit Court of Appeals

-   United States Court of Appeals for the Federal Circuit

-   United States Supreme Court

7.2.5 At least one Commercial Tax Service as described in 6.3.1.

7.3 Highly Desirable Content:

7.3.1 Secondary Tax Research Material - The contractor shall provide
detailed listings of content that is being offered.

7.3.2 It is highly desirable that the contractor not display links to
content that the IRS cannot access.

7.4 Mandatory Features

7.4.1 All Mandatory Features described in 6.4.

7.4.2 A Tax Citator which provides the history of federal tax related
judicial and administrative interpretations.

7.4.3 The product shall have proven and known ability to provide LAN/WAN
access.

7.5 Highly Desirable Features

7.5.1 All Highly Desirable Features described in 6.5.

7.5.2 It is highly desirable that an Intranet version of this product be
available. If offered, the contractor shall fully describe all system
requirements for implementation of this Intranet-based service, as well
as any additional costs for the Intranet-based service.

7.5.3 The contractor shall provide a detailed description of the Tax
Citator being offered.

7.5.4 It is highly desirable that a utility be provided which automates
the extraction of citations from a document and validates them with a
Citation Service. The utility should generate a summary report listing
problem cites requiring attention.

7.5.5 It is highly desirable that the contractor provide additional
Commercial Tax Service as described in 6.3.1.

7.5.6 Linking -- It is highly desirable that a desktop utility be
provided which automates the creation of links within a Microsoft Word
document. The utility should search for all legal citations and
automatically reformat them into the appropriate format to link to the
authority on the applicable CD-ROM, online, or web-based service.

7.5.7 It is highly desirable that a system access method be provided
that does not require individual user IDs or passwords.

**8.0 Award Group 3 - Comprehensive Research Services**

8.1 Overall Requirements

8.1.1 This is an internet based research service that contains tax,
legal, news, and business sources and products. This library will be
used by approximately 23,000 IRS employees and 500 Treasury employees.

8.1.2 The contractor shall list all sources being offered to meet the
mandatory and highly desirable content **[and]{.underline}** all content
that is specifically excluded from the offering.

8.1.3 The contractor shall distinguish between databases that contain
abstract information and those that contain full text data.

8.2 Mandatory Content:

8.2.1 All Mandatory Content described in 7.2

8.2.2 Full Legal Sources -- Full Legal sources include **[all
of]{.underline}** the primary and secondary sources of information
covering all areas of law provided by the contractor. At a minimum, full
legal consists of the following:

8.2.2.1 Federal and state statutes, constitutions, treaties, regulations
(including CFR/FAR), state court and federal court reported cases, all
bankruptcy court cases, all Supreme Court cases, Board of Contract
Appeal cases, and agency pronouncements or opinions.

8.2.2.2 Judicial Interpretations, Legal Briefs, Federal and state
legislative materials, including supporting legislative tracking, and
research on legislative history.

8.2.2.3 Significant secondary legal research sources, including:

-   Restatements of Law

-   An annotated U.S. Code

-   Law encyclopedias (such as Am Jur or Corpus Juris)

-   Law journals

-   Law reviews

-   Analytical reports

-   Legal abstracts

-   Legal treatises

-   Legal articles

-   Legal directories

-   Legal dictionaries

8.2.2.4 United States Tax Court Rules of Practice and Procedure

8.2.3 Business Sources provide access to all of the company and
financial Information available from the contractor in a comprehensive
full service research system. Sources include but are not limited to:

-   Public Financial Information

-   Corporate annual reports

-   Securities and exchange commission filings

-   Current and historical stock, bond, and currency quotations

-   Corporate officer/principal data and corporate asset data

-   Domestic company reports and information

-   International company reports and information

-   Directories or registers of executives and directors

-   Securities and Exchange Commission (SEC) and shareholder financial
    filings

-   Corporate affiliations directories

-   Financial analysts reports of domestic and foreign entities

-   Banking Directories

8.2.4 News sources provide access to **[all of]{.underline}** the
domestic and international news information available from local,
regional, national and international sources in a comprehensive
full-service research system. News sources include but are not limited
to:

-   Newspapers

-   Business & Financial Periodicals

-   Other Periodicals (Economics, Insurance, Labor, Securities,
    International, etc)

-   Journals/Magazines/Newsletters

-   Wire Services

-   Television and Radio Transcripts

8.3 Highly** **Desirable** **Content --

8.3.1 All Highly Desirable Content described in 7.3.

8.3.2 Secondary Tax Research Material - The contractor shall provide
detailed listings of content that is offered in the following
categories. Topics and titles and are listed for example only and are
not all inclusive.

8.3.2.1 Books/Treatises (List specific title/topic & author)

-   Taxation of Corporations & Shareholders

-   Consolidated Returns

-   Tax Shelters

-   Taxation of Inventories

-   Taxation of Life Insurance Companies

-   Taxation of Public Utilities

-   Taxation of Partnerships and Partners

-   Taxation of S Corporations

-   Limited Liability Guide

-   Federal Tax Accounting

-   IRS Practice and Procedure

-   Unified Audit & Litigation Procedures for Pass-Through Entities

-   Corporate Acquisitions and Mergers

-   Bank Secrecy Act (Title 31)

8.3.2.2 Journals/Magazines/Newsletters (list specific titles & topics)

-   Daily Tax Report

-   Tax Notes Today

-   Journal of Taxation

8.3.2.3 Additional Secondary Tax Research Material

-   United States Tax Court Rules of Practice and Procedure

-   Statement of Responsibilities in Tax Practice (AICPA)

-   American Bar Association (ABA) Ethics Opinions (Taxation)

-   Treasury Circular 230

-   Academic Journals

-   Intellectual Property

8.3.3 Specialized Content

8.3.3.1 General Information

8.3.3.1.1 IRS has distinct subsets of users with unique research needs.
This section provides information about many of these groups, including
the number of employees who will use these sources and examples of
research materials they might use.

8.3.3.1.2 Topics and titles are listed for example only and are not all
inclusive.

8.3.3.2 Employee Plans Sources (used by approximately 5,000 employees)

8.3.3.2.1 Journals/Magazines/Newsletters

-   Employee Benefit News

-   Labor and Employment

-   Any other materials that cover the topics of Tax, ERISA, Pension and
    welfare benefits, and Labor

8.3.3.3 Exempt Organizations Sources (used by approximately 825
employees)

8.3.3.3.1 Books/Treatises

-   Taxation of Exempt Organizations

-   Fundamentals of Municipal Bond Law

-   Municipal Bonds Deskbook

-   Federal Taxation of Municipal Bonds

-   Cohen's Handbook of Federal Indian Law

-   Kappler's Indian Affairs and Treaties

-   American Indian Law (William Canby Jr.)

8.3.3.3.2 Journals/Magazines/Newsletters

-   Exempt Organizations Tax Review Magazine

-   Journal of Tax Exempt Organizations

-   Valuation Appraisals

-   The Bond Buyer

-   Tax Journal for Tax Exempt Bonds

-   Municipal Finance Journal

-   Indian Country Today

-   Native American Casino

-   Indian Gaming

8.3.3.4 Estate & Gift Sources (used by approximately 500 employees)

8.3.3.4.1 Books/Treatises

-   Federal Gift and Estate Taxation

-   Taxation on Real Estate

-   Taxation of Trusts and Estates

8.3.3.4.2 Journals/Magazines/Newsletters

-   Estate Gifts & Trust Journal

-   Estate Planning

-   Any other materials that cover the topics of estates, trusts and
    gifts at both the state and federal level.

8.3.3.5 Employment Tax Sources (used by approximately 5,000 employees)

-   Social Security Handbook, SSA Publication No. 65-008

-   Any other materials that cover the topics of payroll, unemployment
    law (federal & state), pension plans, fringe benefits and deferred
    compensation.

8.3.3.6 Bankruptcy Sources (used by approximately 500 employees)

-   Any other materials that covers the topic of Bankruptcy Law.

8.3.3.7 Accounting Sources (used by approximately 2,500 employees)

8.3.3.7.1 Books/Treatises

-   Accounting for Income Taxes

-   AICPA Technical Practice Aids, Guides, and Checklists

-   Financial Statement Preparation

-   Generally Accepted Accounting Principles (GAAP)

-   Generally Accepted Auditing Standards (GAAS)

-   Other Comprehensive Basis of Accounting (OCBOA) Reports

-   Securities and Exchange Commission (SEC) Reporting

-   Small Business Audits

-   The Auditor\'s Report

8.3.3.7.2 Journals/Magazines/Newsletters

-   The Journal of Accountancy

8.3.3.7.3 Authoritative Literature

-   Accounting Principles Board (APBs) opinions

-   Accounting Research Bulletins (ARBs)

-   AICPA Professional Standards

-   AICPA Statements of Position

-   FASB Emerging Issues Task Force (EITF) issues

-   FASB Interpretations

-   FASB Technical Bulletins

-   Financial Accounting Standards Board (FASB) Statements

-   NAIC -- All Proceedings

8.3.3.8 International Sources (used by approximately 150 employees)

8.3.3.8.1 Books/Treatises

-   Corporate Acquisitions and Mergers (International)

-   Foreign Tax Credits

-   International Tax Treaties

-   U.S. International Taxation

-   U.S. Transfer Pricing Guide

-   Canadian Tax Guide

-   Japanese Tax Guide

-   Mexican Tax Guide

-   UK Tax Guide

8.3.3.8.2 Journals/Magazines/Newsletters

-   Journal of International Taxation

-   Insurance Tax Review Magazine

-   Transfer Pricing Report

-   Worldwide Tax Daily

-   International Law Digest

8.3.3.9 Financial Sources (used by approximately 400 employees)

8.3.3.9.1 Books/Treatises

-   Taxation of Financial Institutions

-   Taxations of Securities Transactions

8.3.3.10 Industry Sources (used by approximately 600 employees)

8.3.3.10.1 Books/Treatises

-   Banking

-   Construction

-   Natural Resources

-   Manufacturing

-   Mining

-   Communications

-   Financial Products

-   Transportation

-   Pharmaceutical

-   Healthcare

-   Retail

-   Food

-   Excise

-   Trusts

8.3.3.11 Additional Legal Research Material (used by approximately 2,000
employees)

-   Dockets

-   First Amendment and Government Contract

-   Legal Employment and Professional Responsibility

-   Expert Reports

-   Lawyers Manual on Professional Conduct / Reference and Current
    Reports

-   District Court Case Pleadings and Motions

-   State Trial Filings

8.4 Mandatory Features

8.4.1 All Mandatory Features described in 7.4.

8.4.2 A Legal Citator which provides the history of all federal and
state judicial and administrative interpretations. (While a tax citator
is considered a valuable resource in conducting tax research, a tax
citator alone will not meet the requirement to provide full legal
sources.)

8.5 Highly** **Desirable** **Features -- All Highly Desirable Features
described in 7.5.

**9.0 Managing and Supporting the Contract **

9.1 The contractor shall submit an Implementation and Operation (I/O)
plan for each of the following categories:

-   Customer Service Support

-   Training Support

-   Marketing Support

-   Enterprise ID Solution

-   Contract Reviews and Reports

9.2 Each plan shall address how the contract requirements will be
implemented, and will be evaluated as to how well it meets the
requirements of this SOW.

9.3 Customer Service Support

9.3.1 Mandatory Requirements:

9.3.1.1 The Contractor shall provide standard support normally provided
to commercial clients to assist in resolving technical problems. The
contractor shall describe how it will provide instructions and guidance
in the installation, configuration, and maintenance of any software for
both the initial installation and for all software upgrades.

9.3.1.2 The contractor shall provide a description of customer service
and technical support provided to ensure customer\'s issues are
resolved.

9.3.1.3 It is mandatory that support be available 12 hours a day, Monday
through Friday.

9.3.2 Highly Desirable Requirement:

9.3.2.1 It is highly desirable that technical support be available via
telephone 24 hours a day 7 days a week.

9.4 Training Support

9.4.1 Overview - The IRS has moved to an E-learning strategy to
complement the traditional classroom based approach. The Training
Objective is to provide sufficient ongoing training to enable users to
achieve a level of comfort that allows them to:

-   Retrieve information using the word search feature

-   Retrieve information by citation

-   Navigate within the research system from one database to another

-   Navigate within a retrieved document

-   Download (print or save) desired information

-   Effectively use a citator service (where relevant)

-   Locate sources (locate the best database for the search)

9.4.1.1 The Training Plan will be evaluated as to how well it meets the
Training Objective as stated herein. At a minimum, the plan shall
include a description of:

-   The contractor\'s standard commercial training package

-   The training package designed for this award

-   The support available to all end users

-   Any other information demonstrating a commitment to train all end
    users (e.g. willingness to customize training to account for the
    needs of specific user groups)

-   The types of training materials available to each end user

-   The number of hours involved with respect to each method of training

-   The contractor's schedule for updating training material whenever
    significant product changes are made

9.4.2 Mandatory Requirements:

9.4.2.1 The contractor shall offer continuous, incremental training on a
recurring basis at both the beginner and advanced levels. The contractor
shall address how it plans to establish a recurring schedule of training
classes with online registration.

9.4.2.2 Unavailable content and features will not be taught or displayed
during IRS classes.

9.4.2.3 All requests for training or product demonstrations shall be
coordinated with SPDER. Contractors are not permitted to schedule
training events directly with IRS end users.

9.4.2.4 Quick reference cards/guides shall be provided for every
end-user. It is mandatory that revised quick reference cards/guides be
provided to every user for any significant upgrade to contractor\'s
research system.

9.4.2.5 It is mandatory for contractors to include E-learning options in
their plan. Some examples of E-learning include but are not limited to:

-   Web-based course delivery of tutorials

-   Virtual classrooms delivered through web-conferencing

-   Virtual classrooms delivered telephonically

-   CD-ROM course delivery of tutorials

-   Contractor provided options

9.4.2.6 It is mandatory that the contractor provides a comprehensive,
interactive, customized electronic tutorial for the IRS within six
months after the contract award date. The tutorial shall be maintained
and updated to reflect any significant upgrade to the research system.\
\
This tutorial is to cover subjects such as:

-   Getting Started

-   Retrieving A Document Via Citation

-   Selecting A Source

-   Searching Using Boolean And Proximity Connectors

-   Searching Using Natural Language (where relevant)

-   Other Types of Searching (table-of-contents, a clipping service,
    segment/field searching, date-restrictive searching, etc.)

-   Validating An Authority Using A Citator (Where relevant)

-   Delivery Options

9.4.2.6.1 IRS subject matter experts will assist the contractor in
developing IRS specific training tutorials.

9.4.2.6.2 If a software plug-in is required, the contractor shall
coordinate with the COTR to choose a plug-in on the approved list of
Common Operating Environment software products.

9.4.2.6.3 If streaming video is contemplated for a web-based tutorial,
the contractor shall coordinate with the COTR for approval.

9.5 Marketing Support

9.5.1 Overview -The IRS and Treasury often organize special events
(conferences, continuing professional education (CPE) sessions, national
or regional meetings). Contractors may be invited by the SPDER office or
by the hosting IRS organization to attend these events as exhibitors,
presenters or as participants. Contractors shall coordinate attendance
at all such activities with the SPDER office.

9.5.2 Mandatory Requirements:

9.5.2.1 The contractor shall submit a \"Marketing Plan\" outlining the
type of activities the contractor intends to support, sponsor or
promote. At a minimum, the plan shall include a description of:

-   The types of events the contractor is willing to attend/not attend

-   The geographic locations the contractor is willing to attend/not
    attend

-   The types of material the contractor is willing to provide for these
    special events, and

-   The lead time required for attendance at special events

9.5.2.2 IRS has centralized the selection and purchase of electronic
research services under SPDER. All requests for new content and all
requests to demonstrate products shall be coordinated with SPDER.
Contractors are not permitted to directly market new services to the end
users.

9.5.2.3 Press releases referencing contracts with IRS require approval
by IRS in advance of release.

9.5.2.4 No direct E-Mails are to be sent to users without approval by
SPDER.

9.5.3 Highly Desirable Requirements:

9.5.3.1 It is highly desirable that periodic electronic and print
newsletters with tips for searching and using the system be offered.

9.6 Enterprise Access Solution

9.6.1 Overview -The IRS seeks flexibility in providing access to the
contractor's system. It is mandatory that the contractor propose an
enterprise solution for managing user access that will be available no
later than 90 days after contract award date. IRS will work with the
contractor in developing any automated solution.

9.6.2 Mandatory Features

9.6.2.1 It is mandatory that the contractor provide IRS with the ability
to create a report listing all users of the system, which includes all
field information that has been captured for each user.

9.6.2.2 At a minimum, the following fields are considered mandatory
elements of any automated solution:

-   Name

-   E-mail addresses

-   IRS or Treasury Departmental Office Division/Function

9.6.3 Highly Desirable Features

9.6.3.1 If IDs must be generated, it is highly desirable that the
proposed enterprise solution allows the IRS to automate the issuance of
ID\'s in-house.

9.6.3.2 It is highly desirable that the proposed enterprise solution
allows the ability to search by any provided field or fields, the
ability to remove access for a user, and the ability to edit information
input into any automated system.

9.6.3.3 It is highly desirable that the proposed enterprise solution
allows a cadre of IRS administrators (approximately 20) to access any
automated system proposed to generate and manage access.

9.6.3.4 It is highly desirable that the proposed enterprise solution
allows ID Administrators to download/export reports of its own users to
a spreadsheet for internal use.

9.6.3.5 It is highly desirable that changes to the enterprise access
solution be implemented at no additional cost to the government. (For
example, changes to the IRS Organizational structure may require changes
to the tool.)

9.6.3.6 If IDs must be generated, it is highly desirable that the tool
allows for batch uploads of large quantities of ID requests (such as for
new hires).

9.6.3.7 It is highly desirable that the system automatically cancel
access for any user after one year of non-usage.

9.7 Contract Reviews and Reports

9.7.1 Mandatory Requirements:

9.7.1.1 IRS will meet with contractors for a quarterly contract review.
Mutually agreeable meeting dates will be arranged to accommodate the
needs of both the contractor and the IRS.

9.7.1.2 It is mandatory that the statistical reports described below be
provided electronically to the IRS three (3) business days before the
quarterly meeting:

9.7.2 Mandatory Reports:

9.7.2.1 "Searches" reported in the Quarterly Reports shall include all
methods of access or data retrieval including, but not limited to, key
word searching, table of contents searching, document retrieval etc.

9.7.2.2 Quarterly Statistical information shall be provided by each IRS
division and Treasury Departmental Office on:

-   Monthly usage

-   Specific Quarterly Reports (By Award Group):

-   Total Number of Searches

-   Total Number of Searches

-   Total Number ID\'s Used

-   Total Number ID\'s Used

-   Ten Most Popular Databases

-   Ten Most Popular Databases

9.7.2.3 Biannual reports of unique ID\'s not used in a 6 consecutive
month period for each operating division and function.

9.7.3 Highly Desirable Requirement:

9.7.3.1 Changes to the reports may be requested. It is highly desirable
that the changes be implemented without incurring additional costs.

**SECTION II -- CONTRACT LINE ITEM PRICES**

Contract line item prices will be proposed in the MS Excel Spreadsheet
format provided. Depending on the contract line items that an offeror
decides to propose on, the contact line item number (CLIN) structure and
the proposed prices will be added to the resulting contract.

+-----------------+-----------------+-----------------+-------------+
| **CLIN          |                 |                 |             |
| Structur        |                 |                 |             |
| e:** **PORTABLE |                 |                 |             |
| CD ROM TAX      |                 |                 |             |
| SERVICE**       |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **Digit         | **Value**       |                 |             |
| Position**      |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1               | Contract Year   |                 |             |
|                 | (0-4)           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2               | Portable CD ROM |                 |             |
|                 | Tax Service =   |                 |             |
|                 | 1; Tax Research |                 |             |
|                 | Service = 2;    |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services = 3    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3 & 4           | 2 digit         |                 |             |
|                 | Identifier for  |                 |             |
|                 | level of access |                 |             |
|                 | purchased       |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **[Portable CD  |                 |                 |             |
| ROM Tax         |                 |                 |             |
| Service         |                 |                 |             |
| ]{.underline}** |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **CLIN**        | **Description** | **Unit of       | ** Price ** |
|                 |                 | Issue**         |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0101            | Base Period -   | LO              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0102            | Base Period -   | LO              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0103            | Base Period -   | LO              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0104            | Base Period -   | LO              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0105            | Base Period -   | LO              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0106            | Base Period -   | EA              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0107            | Base Period -   | EA              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0108            | Base Period -   | EA              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0109            | Base Period -   | EA              | \$          |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1101            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1102            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1103            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1104            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1105            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1106            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1107            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1108            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1109            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2101            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2102            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2103            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2104            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2105            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2106            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2107            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2108            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2109            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3101            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3102            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3103            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3104            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3105            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3106            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3107            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3108            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3109            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4101            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4102            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4103            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4104            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4105            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4106            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4107            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4108            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4109            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Portable CD ROM |                 |             |
|                 | Tax Service -   |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **CLIN          |                 |                 |             |
| Structure:**    |                 |                 |             |
| **TAX RESEARCH  |                 |                 |             |
| SERVICES**      |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **Digit         | **Value**       |                 |             |
| Position**      |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1               | Contract Year   |                 |             |
|                 | (0-4)           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2               | Portable CD ROM |                 |             |
|                 | Tax Service =   |                 |             |
|                 | 1; Tax Research |                 |             |
|                 | Service = 2;    |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services = 3    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3 & 4           | 2 digit         |                 |             |
|                 | Identifier for  |                 |             |
|                 | level of access |                 |             |
|                 | purchased       |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **[Tax Research |                 |                 |             |
| Service         |                 |                 |             |
| ]{.underline}** |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **CLIN**        | **Description** | **Unit of       | ** Price ** |
|                 |                 | Issue**         |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0201            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 10000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0202            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 15000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0203            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 20000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0204            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 25000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0205            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 30000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0206            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - up to |                 |             |
|                 | 35000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0207            | Base Period -   | LO              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service -       |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0208            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0209            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0210            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0211            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0212            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0213            | Base Period -   | EA              | \$          |
|                 | Tax Research    |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1201            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 10000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1202            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 15000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1203            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 20000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1204            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 25000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1205            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 30000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1206            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 35000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1207            | First Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service -       |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1208            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1209            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1210            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1211            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1212            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1213            | First Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2201            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 10000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2202            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 15000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2203            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 20000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2204            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 25000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2205            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 30000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2206            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 35000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2207            | Second Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service -       |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2208            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2209            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2210            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2211            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2212            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2213            | Second Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3201            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 10000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3202            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 15000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3203            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 20000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3204            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 25000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3205            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 30000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3206            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 35000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3207            | Third Option    | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service -       |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3208            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3209            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3210            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3211            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3212            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3213            | Third Option    | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4201            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 10000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4202            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 15000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4203            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 20000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4204            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 25000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4205            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 30000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4206            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - up to |                 |             |
|                 | 35000 Users     |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4207            | Fourth Option   | LO              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service -       |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4208            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4209            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4210            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4211            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4212            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4213            | Fourth Option   | EA              | \$          |
|                 | Period - Tax    |                 |             |
|                 | Research        |                 |             |
|                 | Service - Each  |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **CLIN          |                 |                 |             |
| Structure:**    | **COMPREHENSIVE |                 |             |
|                 | RESEARCH        |                 |             |
|                 | SERVICES**      |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **Digit         | **Value**       |                 |             |
| Position**      |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1               | Contract Year   |                 |             |
|                 | (0-4)           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2               | Portable CD ROM |                 |             |
|                 | Tax Service =   |                 |             |
|                 | 1; Tax Research |                 |             |
|                 | Service = 2;    |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services = 3    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3 & 4           | 2 digit         |                 |             |
|                 | Identifier for  |                 |             |
|                 | level of access |                 |             |
|                 | purchased       |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| *               |                 |                 |             |
| *[Comprehensive |                 |                 |             |
| Research        |                 |                 |             |
| Services        |                 |                 |             |
| ]{.underline}** |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| **CLIN**        | **Description** | **Unit of       | ** Price ** |
|                 |                 | Issue**         |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0301            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 10000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0302            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 15000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0303            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 20000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0304            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 25000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0305            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 30000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0306            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 35000 Users  |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0307            | Base Period -   | LO              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0308            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 10000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0309            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 15000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0310            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 20000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0311            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 25000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0312            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 30000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0313            | Base Period -   | EA              | \$          |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 35000 |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0314            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 500 Users |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0315            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 600 Users |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0316            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 700 Users |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0317            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 800 Users |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0318            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 900 Users |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0319            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 1000      |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0320            | Base Period -   | LO              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0321            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 500             |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0322            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 600             |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0323            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 700             |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0324            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 800             |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0325            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 900             |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 0326            | Base Period -   | EA              | \$          |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 1000            |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1301            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1302            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1303            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1304            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1305            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 30000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1306            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 35000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1307            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1308            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1309            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1310            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1311            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1312            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 30000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1313            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 35000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1314            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 500 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1315            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 600 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1316            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 700 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1317            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 800 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1318            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 900 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1319            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 1000 Users   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1320            | First Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1321            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 500   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1322            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 600   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1323            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 700   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1324            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 800   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1325            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 900   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 1326            | First Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 1000  |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2301            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2302            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2303            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2304            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2305            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 30000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2306            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 35000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2307            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2308            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2309            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2310            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2311            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2312            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 30000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2313            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 35000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2314            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 500 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2315            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 600 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2316            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 700 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2317            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 800 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2318            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 900 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2319            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 1000 Users   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2320            | Second Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2321            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 500   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2322            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 600   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2323            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 700   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2324            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 800   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2325            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 900   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 2326            | Second Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 1000  |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3301            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3302            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3303            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3304            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3305            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 30000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3306            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 35000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3307            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3308            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3309            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3310            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3311            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3312            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 30000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3313            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 35000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3314            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 500 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3315            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 600 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3316            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 700 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3317            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 800 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3318            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 900 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3319            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 1000 Users   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3320            | Third Option    | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3321            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 500   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3322            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 600   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3323            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 700   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3324            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 800   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3325            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 900   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 3326            | Third Option    | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 1000  |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4301            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 10000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4302            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 15000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4303            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 20000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4304            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 25000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4305            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 30000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4306            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | up to 35000     |                 |             |
|                 | Users           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4307            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4308            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 10000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4309            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 15000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4310            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 20000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4311            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 25000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4312            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 30000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4313            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services --     |                 |             |
|                 |                 |                 |             |
|                 | Each user over  |                 |             |
|                 | 35000           |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4314            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 500 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4315            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 600 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4316            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 700 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4317            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 800 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4318            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 900 Users    |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4319            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - up   |                 |             |
|                 | to 1000 Users   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4320            | Fourth Option   | LO              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services -      |                 |             |
|                 | Unlimited       |                 |             |
|                 | Access          |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4321            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 500   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4322            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 600   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4323            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 700   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4324            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 800   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4325            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 900   |                 |             |
+-----------------+-----------------+-----------------+-------------+
| 4326            | Fourth Option   | EA              | \$          |
|                 | Period -        |                 |             |
|                 | TREASURY -      |                 |             |
|                 | Comprehensive   |                 |             |
|                 | Research        |                 |             |
|                 | Services - Each |                 |             |
|                 | user over 1000  |                 |             |
+-----------------+-----------------+-----------------+-------------+
|                 |                 |                 |             |
+-----------------+-----------------+-----------------+-------------+

**SECTION III- CONTRACT CLAUSES**

**1.0 52.212-4 CONTRACT TERMS AND CONDITIONS-COMMERCIAL ITEMS (Feb 2007)
**

\(a\) Inspection/Acceptance. The Contractor shall only tender for
acceptance those items that conform to the requirements of this
contract. The Government reserves the right to inspect or test any
supplies or services that have been tendered for acceptance. The
Government may require repair or replacement of nonconforming supplies
or reperformance of nonconforming services at no increase in contract
price. If repair/replacement or reperformance will not correct the
defects or is not possible, the Government may seek an equitable price
reduction or adequate consideration for acceptance of nonconforming
supplies or services.The Government must exercise its post-acceptance
rights-

\(1\) Within a reasonable time after the defect was discovered or should
have been discovered; and\
(2) Before any substantial change occurs in the condition of the item,
unless the change is due to the defect in the item.

(b)Assignment. The Contractor or its assignee may assign its rights to
receive payment due as a result of performance of this contract to a
bank, trust company, or other financing institution, including any
Federal lending agency in accordance with the Assignment of Claims Act
(31 U.S.C. 3727). However, when a third party makes payment (e.g., use
of the Governmentwide commercial purchase card), the Contractor may not
assign its rights to receive payment under this contract.

\(c\) Changes. Changes in the terms and conditions of this contract may
be made only by written agreement of the parties.

\(d\) Disputes. This contract is subject to the Contract Disputes Act of
1978, as amended (41 U.S.C. 601-613). Failure of the parties to this
contract to reach agreement on any request for equitable adjustment,
claim, appeal or action arising under or relating to this contract shall
be a dispute to be resolved in accordance with the clause at FAR
52.233-1, Disputes, which is incorporated herein by reference. The
Contractor shall proceed diligently with performance of this contract,
pending final resolution of any dispute arising under the contract.

\(e\) Definitions. The clause at FAR 52.202-1, Definitions, is
incorporated herein by reference.

\(f\) Excusable delays. The Contractor shall be liable for default
unless nonperformance is caused by an occurrence beyond the reasonable
control of the Contractor and without its fault or negligence such as,
acts of God or the public enemy, acts of the Government in either its
sovereign or contractual capacity, fires, floods, epidemics, quarantine
restrictions, strikes, unusually severe weather, and delays of common
carriers. The Contractor shall notify the Contracting Officer in writing
as soon as it is reasonably possible after the commencement of any
excusable delay, setting forth the full particulars in connection
therewith, shall remedy such occurrence with all reasonable dispatch,
and shall promptly give written notice to the Contracting Officer of the
cessation of such occurrence.

\(g\) Invoice.\
          (1) The Contractor shall submit an original invoice and three
copies (or electronic invoice, if authorized) to the address designated
in the contract to receive invoices. An invoice must include-\
               (i) Name and address of the Contractor;\
               (ii) Invoice date and number;\
               (iii) Contract number, contract line item number and, if
applicable, the order number;\
               (iv) Description, quantity, unit of measure, unit price
and extended price of the items delivered;\
               (v) Shipping number and date of shipment, including the
bill of lading number and weight of shipment if shipped on Government
bill of lading;\
               (vi) Terms of any discount for prompt payment offered;\
               (vii) Name and address of official to whom payment is to
be sent;\
               (viii) Name, title, and phone number of person to notify
in event of defective invoice; and\
               (ix) Taxpayer Identification Number (TIN). The Contractor
shall include its TIN on the invoice only if required elsewhere in this
contract.\
               (x) Electronic funds transfer (EFT) banking information.\
(A) The Contractor shall include EFT banking information on the invoice
only if required elsewhere in this contract.

\(B\) If EFT banking information is not required to be on the invoice,
in order for the invoice to be a proper invoice, the Contractor shall
have submitted correct EFT banking information in accordance with the
applicable solicitation provision, contract clause (e.g., 52.232-33,
Payment by Electronic Funds Transfer-Central Contractor Registration, or
52.232- 34, Payment by Electronic Funds Transfer-Other Than Central
Contractor Registration), or applicable agency procedures.\
(C) EFT banking information is not required if the Government waived the
requirement to pay by EFT.\
         

\(2\) Invoices will be handled in accordance with the Prompt Payment Act
(31 U.S.C. 3903) and Office of Management and Budget (OMB) prompt
payment regulations at 5 CFR part 1315.

 (h) Patent indemnity. The Contractor shall indemnify the Government and
its officers, employees and agents against liability, including costs,
for actual or alleged direct or contributory infringement of, or
inducement to infringe, any United States or foreign patent, trademark
or copyright, arising out of the performance of this contract, provided
the Contractor is reasonably notified of such claims and proceedings.

\(i\) Payment.-\
          (1) Items accepted. Payment shall be made for items accepted
by the Government that have been delivered to the delivery destinations
set forth in this contract.\
          (2) Prompt payment. The Government will make payment in
accordance with the Prompt Payment Act (31 U.S.C. 3903) and prompt
payment regulations at 5 CFR part 1315.\
          (3) Electronic Funds Transfer (EFT). If the Government makes
payment by EFT, see 52.212-5(b) for the appropriate EFT clause.\
          (4) Discount. In connection with any discount offered for
early payment, time shall be computed from the date of the invoice. For
the purpose of computing the discount earned, payment shall be
considered to have been made on the date which appears on the payment
check or the specified payment date if an electronic funds transfer
payment is made.\
          (5) Overpayments. If the Contractor becomes aware of a
duplicate contract financing or invoice payment or that the Government
has otherwise overpaid on a contract financing or invoice payment, the
Contractor shall immediately notify the Contracting Officer and request
instructions for disposition of the overpayment.

\(j\) Risk of loss. Unless the contract specifically provides otherwise,
risk of loss or damage to the supplies provided under this contract
shall remain with the Contractor until, and shall pass to the Government
upon:\
          (1) Delivery of the supplies to a carrier, if transportation
is f.o.b. origin; or\
          (2) Delivery of the supplies to the Government at the
destination specified in the contract, if transportation is f.o.b.
destination.

\(k\) Taxes. The contract price includes all applicable Federal, State,
and local taxes and duties.

\(l\) Termination for the Government\'s convenience. The Government
reserves the right to terminate this contract, or any part hereof, for
its sole convenience. In the event of such termination, the Contractor
shall immediately stop all work hereunder and shall immediately cause
any and all of its suppliers and subcontractors to cease work. Subject
to the terms of this contract, the Contractor shall be paid a percentage
of the contract price reflecting the percentage of the work performed
prior to the notice of termination, plus reasonable charges the
Contractor can demonstrate to the satisfaction of the Government using
its standard record keeping system, have resulted from the termination.
The Contractor shall not be required to comply with the cost accounting
standards or contract cost principles for this purpose. This paragraph
does not give the Government any right to audit the Contractor\'s
records. The Contractor shall not be paid for any work performed or
costs incurred which reasonably could have been avoided.

\(m\) Termination for cause. The Government may terminate this contract,
or any part hereof, for cause in the event of any default by the
Contractor, or if the Contractor fails to comply with any contract terms
and conditions, or fails to provide the Government, upon request, with
adequate assurances of future performance. In the event of termination
for cause, the Government shall not be liable to the Contractor for any
amount for supplies or services not accepted, and the Contractor shall
be liable to the Government for any and all rights and remedies provided
by law. If it is determined that the Government improperly terminated
this contract for default, such termination shall be deemed a
termination for convenience.

\(n\) Title. Unless specified elsewhere in this contract, title to items
furnished under this contract shall pass to the Government upon
acceptance, regardless of when or where the Government takes physical
possession.

\(o\) Warranty. The Contractor warrants and implies that the items
delivered hereunder are merchantable and fit for use for the particular
purpose described in this contract.

\(p\) Limitation of liability. Except as otherwise provided by an
express warranty, the Contractor will not be liable to the Government
for consequential damages resulting from any defect or deficiencies in
accepted items.

\(q\) Other compliances. The Contractor shall comply with all applicable
Federal, State and local laws, executive orders, rules and regulations
applicable to its performance under this contract.

\(r\) Compliance with laws unique to Government contracts. The
Contractor agrees to comply with 31 U.S.C. 1352 relating to limitations
on the use of appropriated funds to influence certain Federal contracts;
18 U.S.C. 431 relating to officials not to benefit; 40 U.S.C. 3701, et
seq., Contract Work Hours and Safety Standards Act; 41 U.S.C. 51-58,
Anti-Kickback Act of 1986; 41 U.S.C. 265 and 10 U.S.C. 2409 relating to
whistleblower protections; 49 U.S.C. 40118, Fly American; and 41 U.S.C.
423 relating to procurement integrity.

\(s\) Order of precedence. Any inconsistencies in this solicitation or
contract shall be resolved by giving precedence in the following order:\
          (1) The schedule of supplies/services.\
          (2) The Assignments, Disputes, Payments, Invoice, Other
Compliances, and Compliance with Laws Unique to Government Contracts
paragraphs of this clause.\
          (3) The clause at 52.212-5.\
          (4) Addenda to this solicitation or contract, including any
license agreements for computer software.\
          (5) Solicitation provisions if this is a solicitation.\
          (6) Other paragraphs of this clause.\
          (7) The Standard Form 1449.\
          (8) Other documents, exhibits, and attachments.\
          (9) The specification.

\(t\) Central Contractor Registration (CCR).

\(1\) Unless exempted by an addendum to this contract, the Contractor is
responsible during performance and through final payment of any contract
for the accuracy and completeness of the data within the CCR database,
and for any liability resulting from the Government\'s reliance on
inaccurate or incomplete data. To remain registered in the CCR database
after the initial registration, the Contractor is required to review and
update on an annual basis from the date of initial registration or
subsequent updates its information in the CCR database to ensure it is
current, accurate and complete. Updating information in the CCR does not
alter the terms and conditions of this contract and is not a substitute
for a properly executed contractual document.

  (2)(i) If a Contractor has legally changed its business name, \"doing
business as\" name, or division name (whichever is shown on the
contract), or has transferred the assets used in performing the
contract, but has not completed the necessary requirements regarding
novation and change-of-name agreements in FAR Subpart 42.12, the
Contractor shall provide the responsible Contracting Officer a minimum
of one business day\'s written notification of its intention to (A)
change the name in the CCR database; (B) comply with the requirements of
Subpart 42.12; and (C) agree in writing to the timeline and procedures
specified by the responsible Contracting Officer. The Contractor must
provide with the notification sufficient documentation to support the
legally changed name.\
(ii) If the Contractor fails to comply with the requirements of
paragraph (t)(2)(i) of this clause, or fails to perform the agreement at
paragraph (t)(2)(i)(C) of this clause, and, in the absence of a properly
executed novation or change-of-name agreement, the CCR information that
shows the Contractor to be other than the Contractor indicated in the
contract will be considered to be incorrect information within the
meaning of the \"Suspension of Payment\" paragraph of the electronic
funds transfer (EFT) clause of this contract.\
(3) The Contractor shall not change the name or address for EFT payments
or manual payments, as appropriate, in the CCR record to reflect an
assignee for the purpose of assignment of claims (see Subpart 32.8,
Assignment of Claims). Assignees shall be separately registered in the
CCR database. Information provided to the Contractor\'s CCR record that
indicates payments, including those made by EFT, to an ultimate
recipient other than that Contractor will be considered to be incorrect
information within the meaning of the \"Suspension of payment\"
paragraph of the EFT clause of this contract.\
   (4) Offerors and Contractors may obtain information on registration
and annual confirmation requirements via the internet at
http://www.ccr.gov or by calling 1-888-227- 2423 or 269-961-5757.

**2.0 52.212-5 - CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT
STATUTES OR EXECUTIVE ORDERS\--COMMERCIAL ITEMS (DEC 2007) **

a\) The Contractor shall comply with the following Federal Acquisition
Regulation (FAR) clauses, which are incorporated in this contract by
reference, to implement provisions of law or Executive orders applicable
to acquisitions of commercial items:\
\
(1) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).\
\
(2) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004)
(Pub. L. 108-77, 108-78).\
\
(b) The Contractor shall comply with the FAR clauses in this paragraph
(b) that the contracting officer has indicated as being incorporated in
this contract by reference to implement provisions of law or Executive
orders applicable to acquisitions of commercial items:\
\
[\_X\_]{.underline} (1) 52.203-6, Restrictions on Subcontractor Sales to
the Government\
(Sept 2006), with Alternate I (Oct 1995)(41 U.S.C. 253g and 10 U.S.C.
2402).

\_\_\_ (2) 52.219-3, Notice of Total HUBZone Set-Aside (Jan 1999)(15
U.S.C. 657a).

\_[X\_]{.underline} (3) 52.219-4, Notice of Price Evaluation Preference
for HUBZone Small Business Concerns (Jul 2005) (if the offeror elects to
waive the preference, it shall so indicate in its offer)(15 U.S.C.
657a).

\_\_\_ (4) \[Reserved\]

\_\_\_ (5) (i) 52.219-6, Notice of Total Small Business Aside (June
2003) (15 U.S.C. 644).

\_\_\_ (ii) Alternate I (Oct 1995) of 52.219-6.

\_\_\_ (iii) Alternate II (Mar 2004) of 52.219-6.

\_\_\_ (6) (i) 52.219-7, Notice of Partial Small Business Set-Aside
(June 2003)(15 U.S.C. 644).

\_\_\_ (ii) Alternate I (Oct 1995) of 52.219-7.

\_\_\_ (iii) Alternate II (Mar 2004) of 52.219-7.

\_[X\_]{.underline} (7) 52.219-8, Utilization of Small Business Concerns
(May 2004) (15 U.S.C. 637(d)(2) and (3)).

[\_X\_]{.underline} (8) (i) 52.219-9, Small Business Subcontracting Plan
(Sept 2007)(15 U.S.C. 637 (d)(4)).

\_\_\_ (ii) Alternate I (Oct 2001) of 52.219-9.

[\_X]{.underline}\_ (iii) Alternate II (Oct 2001) of 52.219-9.

\_[X]{.underline}\_ (9) 52.219-14, Limitations on Subcontracting (Dec
1996)(15 U.S.C. 637(a)(14)).

\_\_\_ (10) 52.219-16, Liquidated Damages-Subcontracting Plan (Jan 1999)
(15 U.S.C.

637(d)(4)(F)(i)).

\_[X]{.underline}\_ (11) )(i) 52.219-23, Notice of Price Evaluation
Adjustment for Small Disadvantaged Business Concerns (Sept 2005) (10
U.S.C. 2323) (if the offeror elects to waive the adjustment, it shall so
indicate in its offer).

\_\_\_ (ii) Alternate I (June 2003) of 52.219-23.

\_\_\_ (12) 52.219-25, Small Disadvantaged Business Participation
Program_Disadvantaged Status and Reporting (Oct 1999)(Pub. L. 103-355,
section 7102, and 10 U.S.C. 2323).

\_\_\_ (13) 52.219-26, Small Disadvantaged Business Participation
Program_Incentive Subcontracting (Oct 2000)(Pub. L. 103-355, section
7102, and 10 U.S.C. 2323).

\_\_\_ (14) 52.219-27, Notice of Total Service-Disabled Veteran-Owned
Small Business Set-Aside (May 2004) (15 U.S.C. 657 f).

\_\_\_ (15) 52.219-28, Post Award Small Business Program
Rerepresentation (June 2007) (15 U.S.C. 632 (a)(2))

\_[X]{.underline}\_(16) 52.2222-3, Convict Labor (June 2003) (E.O.
11755)

\_\_\_ (17) 52.222-19, Child Labor_Cooperation with Authorities and
Remedies (AUG 2007) (E.O. 13126).

\_[X]{.underline}\_(18) 52.222-21, Prohibition of Segregated Facilities
(Feb 1999).

\_[X\_]{.underline}(19) 52.222-26, Equal Opportunity (Mar 2007)(E.O.
11246).

[\_X\_]{.underline}(20) 52.222-35, Equal Opportunity for Special
Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible
Veterans (Sept 2006)(38 U.S.C. 4212).

\_[X]{.underline}\_(21) 52.222-36, Affirmative Action for Workers with
Disabilities (Jun 1998)(29 U.S.C. 793).

\_[X\_]{.underline}(22) 52.222-37, Employment Reports on Special
Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible
Veterans (Sept 2006)(38 U.S.C. 4212).

\_\_\_ (23) 52.222-39, Notification of Employee Rights Concerning
Payment of Union Dues or Fees (Dec 2004) (E.O. 13201).

\_\_\_ (24)(i) 52.222-50, Combating Trafficking in Persons (AUG 2007)
(Applies to all contracts).

\_\_\_ (ii) Alternate I (AUG 2007) of 52.222-50.

\_\_\_ (25) (i) 52.223-9, Estimate of Percentage of Recovered Material
Content for EPA- Designated Products (Aug 2000)(42 U.S.C.
6962(c)(3)(A)(ii)).\
\_\_\_ (ii) Alternate I (Aug 2000) of 52.223-9 (42 U.S.C.
6962(i)(2)(C)).

\_\_\_ (26) 52.223-15, Energy Efficiency in Energy-Consuming Products
(Dec 2007) (42 U.S.C. 8259b).

\_\_\_ (27)(i) 52.223-16, IEEE 1680 Standard for the Environmental
Assessment of Personal Computer Products (Dec 2007) (E.O. 13423).

\_\_\_ (ii) Alternate I (Dec 2007) of 52.223-16.

\_\_\_(28) 52.225-1, Buy American Act_Supplies (June 2003) (41 U.S.C.
10a-10d).

\_\_\_ (29)(i) 52.225-3, Buy American Act_Free Trade Agreements_Israeli
Trade Act (Aug 2007) (41 U.S.C. 10a-10d, 19 U.S.C. 3301 note, 19 U.S.C.
2112 note, Pub. L 108-77, 108-78, 108-286, 109-53 and 109-169).

\_\_\_ (ii) Alternate I (Jan 2004) of 52.225-3.

\_\_\_ (iii) Alternate II (Jan 2004) of 52.225-3.

\_\_\_(30) 52.225-5, Trade Agreements (Nov 2007) (19 U.S.C. 2501, et
seq., 19 U.S.C. 3301 note).

\_\_\_(31) 52.225-13, Restrictions on Certain Foreign Purchases (Feb
2006) (E.o.s, proclamations, and statutes administered by the Office of
Foreign Assets Control of the Department of the Treasury).

\_\_\_(32) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov
2007) (42 U.S.C. 5150).

\_\_\_ (33) 52.226-5, Restrictions on Subcontracting Outside Disaster or
Emergency Area (Nov 2007) (42 U.S.C. 5150).

\_\_\_(34) 52.232-29, Terms for Financing of Purchases of Commercial
Items (Feb 2002) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

\_\_\_ (35) 52.232-30, Installment Payments for Commercial Items (Oct
1995) (41 U.S.C. 255(f), 10 U.S.C. 2307(f)).

\_[X\_]{.underline}(36) 52.232-33, Payment by Electronic Funds
Transfer_Central Contractor Registration (Oct 2003) (31 U.S.C. 3332).

\_\_\_(37) 52.232-34, Payment by Electronic Funds Transfer_Other than
Central Contractor Registration (May 1999) (31 U.S.C. 3332).

\_\_\_(38) 52.232-36, Payment by Third Party (May 1999) (31 U.S.C.
3332).

\_X\_(39) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C.
552a).

\_\_\_(40)(i) 52.247-64, Preference for Privately Owned U.S.-Flag
Commercial Vessels (Feb 2006) (46 U.S.C. Appx. 1241(b) and 10 U.S.C.
2631).\
\_\_\_ (ii) Alternate I (Apr 2003) of 52.247-64.\
\
(d) Comptroller General Examination of Record. The Contractor shall
comply with the provisions of this paragraph (d) if this contract was
awarded using other than sealed bid, is in excess of the simplified
acquisition threshold, and does not contain the clause at 52.215-2,
Audit and Records \-- Negotiation.\
\
(1) The Comptroller General of the United States, or an authorized
representative of the Comptroller General, shall have access to and
right to examine any of the Contractor_s directly pertinent records
involving transactions related to this contract.\
\
(2) The Contractor shall make available at its offices at all reasonable
times the records, materials, and other evidence for examination, audit,
or reproduction, until 3 years after final payment under this contract
or for any shorter period specified in FAR Subpart 4.7, Contractor
Records Retention, of the other clauses of this contract. If this
contract is completely or partially terminated, the records relating to
the work terminated shall be made available for 3 years after any
resulting final termination settlement. Records relating to appeals
under the disputes clause or to litigation or the settlement of claims
arising under or relating to this contract shall be made available until
such appeals, litigation, or claims are finally resolved.\
\
(3) As used in this clause, records include books, documents, accounting
procedures and practices, and other data, regardless of type and
regardless of form. This does not require the Contractor to create or
maintain any record that the Contractor does not maintain in the
ordinary course of business or pursuant to a provision of law.\
\
(e) (1) Notwithstanding the requirements of the clauses in paragraphs
(a), (b), (c) and (d) of this clause, the Contractor is not required to
flow down any FAR clause, other than those in paragraphs (i) through
(vii) of this paragraph in a subcontract for commercial items. Unless
otherwise indicated below, the extent of the flow down shall be as
required by the clause\--\
\
(i) 52.219-8, Utilization of Small Business Concerns (May 2004)(15
U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further
subcontracting opportunities. If the subcontract (except subcontracts to
small business concerns) exceeds \$550,000 (\$1,000,000 for construction
of any public facility), the subcontractor must include 52.219-8 in
lower tier subcontracts that offer subcontracting opportunities.\
\
(ii) 52.222-26, Equal Opportunity (Mar 2007)(E.O. 11246).\
\
(iii) 52.222-35, Equal Opportunity for Special Disabled Veterans,
Veterans of the Vietnam Era, and Other Eligible Veterans (Sept 2006)(38
U.S.C. 4212).\
\
(iv) 52.222-36, Affirmative Action for Workers with Disabilities (June
1998)(29 U.S.C. 793).\
\
(v) 52.222-39, Notification of Employee rights Concerning Payment of
Union Dues or Fees (Dec 2004) (E.O. 13201).\
\
(vi) 52.222-41, Service Contract Act of 1965, as Amended (July 2005),
flow down required for all subcontracts subject to the Service Contract
Act of 1965 (41 U.S.C. 351, et seq.)\
\
(vii) 52.222-50, Combating Trafficking in Persons (AUG 2007) (22 U.S.C.
7104(g)). Flow down required in accordance with paragraph (f) of FAR
clause 52.222-50.\
\
(viii) 52.247-64, Preference for Privately-Owned U.S. Flag Commercial
Vessels (Feb 2006)(46 U.S.C. Appx 1241 and 10 U.S.C. 2631). Flow down
required in accordance with paragraph (d) of FAR clause 52.247-64,\
\
(2) While not required, the contractor may include in its subcontracts
for commercial items a minimal number of additional clauses necessary to
satisfy its contractual obligations.

**3.0** **52.216-1 TYPE OF CONTRACT (APR 1984) **

The Government contemplates award of a fixed- priced IDIQ contract
resulting from this solicitation.

(End of provision)

**4.0 52.216-18 ORDERING (OCT 1995) **

\(a\) Any supplies and services to be furnished under this contract
shall be ordered by issuance of delivery orders or task orders by the
individuals or activities designated in the Schedule. Such orders may be
issued from 1/1/2009 through 12/31/2014.

\(b\) All delivery orders or task orders are subject to the terms and
conditions of this contract. In the event of conflict between a delivery
order or task order and this contract, the contract shall control.

\(c\) If mailed, a delivery order or task order is considered \"issued\"
when the Government deposits the order in the mail. Orders may be issued
orally, by facsimile, or by electronic commerce methods only if
authorized in the Schedule.

(End of clause)

**5.0 52.216-19 ORDER LIMITATIONS (OCT 1995) **

\
(a) Minimum order. When the Government requires supplies or services
covered by this contract in an amount of less than
[\$500,000.00]{.underline}, the Government is not obligated to purchase,
nor is the Contractor obligated to furnish, those supplies or services
under the contract.\
(b) Maximum order. The Contractor is not obligated to honor\-- (1) Any
order for a single item in excess of \$40,000,000.000; (2) Any order for
a combination of items in excess of \$40,000,000.00; or (3) A series of
orders from the same ordering office within 30 days that together call
for quantities exceeding the limitation in subparagraph (1) or (2) of
this section.\
(c) If this is a requirements contract (i.e., includes the Requirements
clause at subsection 52.216-21 of the Federal Acquisition Regulation
(FAR)), the Government is not required to order a part of any one
requirement from the Contractor if that requirement exceeds the maximum-
order limitations in paragraph (b) of this section. (d) Notwithstanding
paragraphs (b) and (c) of this section, the Contractor shall honor any
order exceeding the maximum order limitations in paragraph (b), unless
that order (or orders) is returned to the ordering office within 30 days
after issuance, with written notice stating the Contractor\'s intent not
to ship the item (or items) called for and the reasons. Upon receiving
this notice, the Government may acquire the supplies or services from
another source.

**6.0 52.216-22 INDEFINITE QUANTITY (OCT 1995) **

\(a\) This is an indefinite-quantity contract for the supplies or
services specified and effective for the period stated, in the Schedule.
The quantities of supplies and services specified in the Schedule are
estimates only and are not purchased by this contract.

\(b\) Delivery or performance shall be made only as authorized by orders
issued in accordance with the Ordering clause. The Contractor shall
furnish to the Government, when and if ordered, the supplies or services
specified in the Schedule up to and including the quantity designated in
the Schedule as the \"maximum.\" The Government shall order at least the
quantity of supplies or services designated in the Schedule as the
\"minimum.\"

\(c\) Except for any limitations on quantities in the Order Limitations
clause or in the Schedule, there is no limit on the number of orders
that may be issued. The Government may issue orders requiring delivery
to multiple destinations or performance at multiple locations.

\(d\) Any order issued during the effective period of this contract and
not completed within that period shall be completed by the Contractor
within the time specified in the order. The contract shall govern the
Contractor\'s and Government\'s rights and obligations with respect to
that order to the same extent as if the order were completed during the
contract\'s effective period; provided, that the Contractor shall not be
required to make any deliveries under this contract after 12/31/2014.

(End of clause)

**7.0 52.216-27 SINGLE OR MULTIPLE AWARDS (OCT 1995)**

The Government may elect to award a single delivery order contract or
task order contract or to award multiple delivery order contracts or
task order contracts for the same or similar supplies or services to two
or more sources under this solicitation.

(End of provision)

**8.0** **52.217-5 EVALUATION OF OPTIONS (JUL 1990) **

As prescribed in 17.208(c), insert a provision substantially the same as
the following:

Except when it is determined in accordance with FAR 17.206(b) not to be
in the Government\'s best interests, the Government will evaluate offers
for award purposes by adding the total price for all options to the
total price for the basic requirement. Evaluation of options will not
obligate the Government to exercise the option(s).

(End of provision)

**9.0 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)**

The Government may require continued performance of any services within
the limits and at the rates specified in the contract. These rates may
be adjusted only as a result of revisions to prevailing labor rates
provided by the Secretary of Labor. The option provision may be
exercised more than once, but the total extension of performance
hereunder shall not exceed 6 months. The Contracting Officer may
exercise the option by written notice to the Contractor within 10 days.

(End of clause)

**10.0 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000) **

\(a\) The Government may extend the term of this contract by written
notice to the Contractor within 10 days; provided that the Government
gives the Contractor a preliminary written notice of its intent to
extend at least 60 days before the contract expires. The preliminary
notice does not commit the Government to an extension.

\(b\) If the Government exercises this option, the extended contract
shall be considered to include this option clause.

\(c\) The total duration of this contract, including the exercise of any
options under this clause, shall not exceed 5 years.

(End of clause)

**11.0 CONTRACT TERM**

The term of this contract, including the exercise of all option years is
5 years. The base year and each subsequent option year consist of a 12
month period of performance which will commence from January 1, 2009 and
extend through December 31, 2014, if all option years are exercised.

**12.0 CONTRACTING OFFICER**

The Contracting Officer (CO) designated for administration of this
contract(s) is **[Barbara Czerw]{.underline}**. The CO, in accordance
with Subpart 1.6 of the Federal Acquisition Regulation, is the only
person authorized to make or approve any changes in any of the
requirements of this contract, and notwithstanding any clauses contained
elsewhere in this contract, the said authority remains solely with the
CO. In the event the Contractor makes any changes at the direction of
any person other than the CO, the change will be considered to have been
made without authority and no adjustment will be made in the contract
price to cover any increase in cost incurred as a result thereof.

**13.0 CONTRACTING OFFICER**′**S TECHNICAL REPRESENTATIVE (COTR)**

** APPOINTMENT AND AUTHORITY (APR 2004)* (DTAR 1052.201-70)***

\(a\) The contracting officer\'s technical representative is: **[Lillian
Roth.]{.underline}**

\(b\) Performance of work under this contract shall be subject to the
technical direction of

the COTR identified above, or a representative designated in writing.
The term ″technical

direction\" includes, without limitation, direction to the contractor
that directs or redirects the labor effort, shifts the work between work
areas or locations, fills in details and otherwise serves to ensure that
tasks outlined in the work statement are accomplished satisfactorily.

\(c\) Technical direction must be within the scope of the
specification(s)/work statement.

The COTR does not have authority to issue technical direction that:

\(1\) constitutes a change of assignment or additional work outside the
specification(s)/work statement;

\(2\) constitutes a change as defined in the clause entitled ″Changes\";

\(3\) in any manner causes an increase or decrease in the contract
price, or the time required for contract performance;

\(4\) changes any of the terms, conditions, or specification(s)/work
statement of the contract;

\(5\) interferes with the contractor\'s right to perform under the terms
and conditions of the contract;

\(6\) directs, supervises or otherwise controls the actions of the
contractor\'s employees.

\(d\) Technical direction may be oral or in writing. The COTR shall
confirm oral direction in writing within five work days, with a copy to
the contracting officer.

\(e\) The contractor shall proceed promptly with performance resulting
from the technical

direction issued by the COTR. If, in the opinion of the contractor, any
direction of the COTR, or his/her designee, falls within the limitations
in (c), above, the contractor shall immediately notify the contracting
officer no later than the beginning of the next Government work day.

\(f\) Failure of the contractor and the contracting officer to agree
that technical direction is

within the scope of the contract shall be subject to the terms of the
clause entitled ″Disputes.\"

(End of clause)

**14.0** **52.233-2 SERVICE OF PROTEST (SEPT 2006)**

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

Barbara Czerw

Internal Revenue Service

Office of Procurement, OS:A:P:B:B:B

6009 Oxon Hill Road,

Oxon Hill, MD 20745.

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

(End of provision)

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

a\. Contractor Performance Evaluations

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

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)

**16.0 IR1052-96-070 NEWS RELEASES**

Under no circumstances shall the Contractor, or anyone acting on behalf
of the Contractor, refer to the equipment or services furnished pursuant
to the provisions of this contract in any news release or commercial
advertising, or in connection with any news release or commercial
advertising, without first obtaining explicit written consent to do so
from the Contracting Officer. Should any reference to such equipment or
services appear in any news release or commercial advertising issued by
or on behalf of the Contractor without such consent first being so
obtained, the Government shall consider institution of all remedies
available under the provisions of this contract.

\[End of Clause\]

**17.0 IR1052.203-9000 NEWS RELEASES AND ADVERTISEMENTS (Jun 2005)**

The Contractor, or anyone acting on behalf of the Contractor, shall not
refer to the equipment or services furnished pursuant to the provisions
of this contract in any news release or commercial advertising, or in
connection with any news release or commercial advertising, without
first obtaining explicit written consent to do so from the Contracting
Officer. Should any reference to such equipment or services appear in
any news release or commercial advertising issued by or on behalf of the
Contractor without the required consent, the Government shall consider
institution of all remedies available under the provisions of 31 U.S.C.
333 and this contract. Further, a violation of this provision may be
considered during the evaluation of past performance in future
competitively negotiated acquisitions.

\[End of Clause\]

**18.0 DIISCLOUSRE OF INFORMATION**

**(a) IRSAP 1052.224-9000(a) DISCLOSURE OF INFORMATION­-SAFEGUARDS**

**            (JAN 1998)**

In performance of this contract, the contractor agrees to comply and
assume responsibility for compliance by his/her employees with the
following requirements:

            (a)       All work shall be performed under the supervision
of the contractor or the "contractor's responsible employees.

            (b)       Any return or return information made available
shall be used only for the purpose of carrying out the provisions of
this contract. Information contained in such material shall be treated
as confidential and shall not be divulged or made known in any manner to
any person except as may be necessary in the performance of the
contract.  Inspection by or disclosure to anyone other than an officer
or employee of the contractor shall require prior written approval of
the Internal Revenue Service. Requests to make such inspections or
disclosures should be addressed to the IRS Contracting Officer.

            (c)        Should a person (contractor or subcontractor) or
one of his/her employees make any unauthorized inspections(s) or
disclosure(s) of confidential tax information, the terms of the Default
clause (FAR 52.249-6, Alternate IV), incorporated herein by reference,
may be invoked, and the person (contractor or subcontractor) will be
considered to be in breach of this contract.

**(b) IRSAP 1052-224-9002 DISCLOSURE OF INFORMATION-INSPECTION **

** (DEC 1988)**

The Internal Revenue Service shall have the right to send its officers
and employees into the offices and plants of the Contractor for
inspection of the facilities and operations provided for the performance
of any work under this contract. On the basis of such inspection, the
Contracting Officer may require specific measures in cases where the
Contractor is found to be noncompliant with contract safeguards.

**(c) ** **RESTRICTION AGAINST DISCLOSURE**

The Contractor agrees, in the performance of this contract, to keep the
information contained in source documents or other media furnished by
the Government in the strictest confidence, said information being the
sole property of the Government. The Contractor also agrees not to
publish, reproduce, or otherwise divulge such information in whole or in
part, in any manner or form, nor to authorize or permit others to do so,
taking such reasonable measures as are necessary to restrict access to
such information while in the possession of the Contractor, to those
employees needing such information to perform the Statement of Work,
i.e., on a \"need to know\" basis, and agrees to immediately notify the
COTR, in writing, in the event that it is determined or there is reason
to suspect a breach of this requirement.

**19.0 1052.239-9002 YEAR 2000 WARRANTY \-- COMMERCIAL SUPPLY PRODUCTS
(JUL 1997) **

The contractor warrants that each hardware, software, and firmware
product delivered under this contract and listed below shall be able to
accurately process date data (including, but not limited to,
calculating, comparing and sequencing) from, into, and between the
twentieth and twenty-first centuries, including leap year calculations,
when used in accordance with the product documentation provided by the
contractor, provided that all listed products (e.g. hardware, software,
firmware) used in combination with such listed product properly exchange
date data with it. If the contract requires that specific listed
products must perform as a system in accordance with the foregoing
warranty, then that warranty shall apply to those listed products as a
system. The duration of this warranty and the remedies available to the
Government for breach of this warranty shall be as defined in, and
subject to, the terms and limitations of the contractor\'s standard
commercial warranty or warranties contained in this contract, provided
that notwithstanding any provision to

the contrary in such commercial warranty or warranties, the remedies
available to the Government under this warranty shall include repair or
replacement of any listed product whose non-compliance is discovered and
made known to the contractor in writing within the time period
consistent with this contract\'s Inspection clause(s). Nothing in this
warranty shall be construed to limit any rights or remedies the
Government may otherwise have under this contract with respect to
defects other than Year 2000 performance.

\[End of clause\]

**20.0 1052.239-9008 SECTION 508 - INFORMATION, DOCUMENTATION, AND
SUPPORT (Sep 2006) **

        In accordance with 36 CFR 1194, Subpart D, the electronic and
information technology (EIT) products and product support services
furnished in performance of this contract shall be documented to
indicate the current conformance level with Section 508 of the
Rehabilitation Act of 1973, as amended, and the EIT accessibility
standards established by the Architectural and Transportation Barriers
Compliance Board (Access Board).

At no time during the performance of the award shall the level of
conformance go below the level of conformance in place at the time of
award. At no additional cost, the contractor shall provide information,
documentation, and support relative to the supplies and services as
described in Section J, Attachment 1. The Contractor shall maintain this
detailed listing of compliant products for the full contract term,
including all forms of extensions, and shall ensure that it is current
within five calendar days after award and within three calendar days of
changes in products being utilized as follows:

\(a\) Product support documentation provided to end-users shall be made
available in alternate formats upon request, at no additional charge.

\(b\) End-users shall have access to a description of the accessibility
and compatibility features of products in alternate formats or alternate
methods upon request, at no additional charge.

\(c\) Support services for products shall accommodate the communication
needs of end-users with disabilities.

\[End of clause\]

**SECTION IV -- SOLICITATION ATTACHMENTS **

### [Attachment 1- Subcontracting Plan Outline]{.underline}

### 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

*The following outline meets the minimum requirements of Public Law
95-507 and the Federal Acquisition Regulation (FAR) Subparts 19.7. It is
intended to be a guideline. It is not intended to replace any existing
corporate plan which is more extensive. If you need assistance to locate
small business sources, contact the Director, Office of Small Business
Development at (202) 622-0530 or the bureau Small Business Specialist,
[Ms. Jodie Paustian, Internal Revenue Service]{.underline}, at [(202)
283-1199]{.underline}. Please note that the Department of the Treasury
has subcontracting goals of
[ ]{.underline}[41]{.underline}[ ]{.underline}% for small business,
[ ]{.underline}[3]{.underline}[ ]{.underline}% for HUBZone Small
Business, [ ]{.underline}[5]{.underline}[ ]{.underline}% for Small
Disadvantaged Business (SDB),
[ ]{.underline}[5]{.underline}[ ]{.underline}% for Women-Owned Small
Business (WOSB), and [ 3 ]{.underline}% for Service Disabled
Veteran-Owned Small Business (SDVOSB) for fiscal
year [ ]{.underline}[2008]{.underline}[ ]{.underline}. For this
procurement, the Department of the Treasury expects all proposed
subcontracting plans to contain the above goals, at a minimum. Although
there is no statutory goal for Veteran-Owned Small Business (VOSB)
concerns, a VOSB goal must be proposed in accordance with FAR 19.7 and
should represent the offeror's best effort to provide the maximum
practicable opportunities for VOSBs. These percentages shall be
expressed as percentages of the total available subcontracting dollars.*

**Identification Data: **

Company
Name: [                                                                     ]{.underline}

Address: [                                                                                  ]{.underline}

Date Prepared: [               ]{.underline}  Solicitation
Number: [                    ]{.underline}

Item/Service: [                                                                          ]{.underline}

Place of Performance:
[                                                                          ]{.underline}

**1. TYPE OF PLAN: (Check only one).**

  -- -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
     INDIVIDUAL PLAN: *In this type of plan, all elements are developed specifically for this contract and are applicable for the full term of this contract.*
     MASTER PLAN: *In this type of plan, goals are separately developed for this contract in an individual plan; all other elements are standard. The master plan must be approved once every three (3) years. Once incorporated into a contract with specific goals, it is valid for the life of the contract.*
     COMMERCIAL PLAN: *This type of plan is used when the contractor sells products and services customarily used for non-government purposes. Plans and goals are negotiated with the initial agency on a company-wide basis rather than for individual contracts. The plan is effective only during year approved. The contractor must provide a copy of the initial agency approval, and must submit an annual Summary Subcontracting Report (SSR) in the electronic Subcontracting Reporting System (eSRS) to Treasury with a breakout of subcontracting prorated for Treasury (with a further bureau breakout, if possible).*
     
  -- -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

**2. GOALS: **

*FAR 19.704(a)(1) requires dollar and percentage goals for using small
business, HUBZone small business, small disadvantaged business,
women-owned small business, veteran-owned small business, and service
disabled veteran-owned small business concerns as subcontractors for the
base year and each option year. (Please note that the goals for HUBZone
small business, small disadvantaged business, women-owned small
business, veteran-owned small business, and service disabled
veteran-owned small business concerns are sub-sets of the small business
goal). Express all dollar goals as a percentage of total planned
subcontracting dollars. Zero percentage/dollar goals are NOT ACCEPTABLE
and will not be approved.*

A. Estimated dollar value of all planned subcontracting, i.e., to all
types of business concerns under this contract is:

  ----------------------------------------------------------- ------------------- ------------------- ------------------- -------------------
  **Estimated Dollar Value of All Planned Subcontracting **                                                               
                                                                                                                          
  **Base **                                                   **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                          \$                  \$                  \$                  \$
  100%                                                        100%                100%                100%                100%
                                                                                                                          
  ----------------------------------------------------------- ------------------- ------------------- ------------------- -------------------

B. Estimated dollar value and percentage of total planned subcontracting
to small business concerns is: (Include HUBZone Small, Small
Disadvantaged, Women-owned Small Business, Veteran-owned Small Business
and Service Disabled Veteran-Owned Small Business)

\*(This figure includes the amount in C., D., E., F., and G. below.)

  ------------------------------------------------ ------------------- ------------------- ------------------- -------------------
  **Subcontracting to Small Business Concerns **                                                               
                                                                                                               
  **Base **                                        **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                               \$                  \$                  \$                  \$
  \%                                               \%                  \%                  \%                  \%
                                                                                                               
  ------------------------------------------------ ------------------- ------------------- ------------------- -------------------

C. Estimated dollar value and percentage of total planned subcontracting
to HUBZone small business concerns is:

  -------------------------------------------------------- ------------------- ------------------- ------------------- -------------------
  **Subcontracting to HUBZone Small Business Concerns **                                                               
                                                                                                                       
  **Base **                                                **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                       \$                  \$                  \$                  \$
  \%                                                       \%                  \%                  \%                  \%
                                                                                                                       
  -------------------------------------------------------- ------------------- ------------------- ------------------- -------------------

D. Estimated dollar value and percentage of total planned subcontracting
to small disadvantaged business concerns is:

  -------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------
  **Subcontracting to Small Disadvantaged Business Concerns **                                                               
                                                                                                                             
  **Base **                                                      **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                             \$                  \$                  \$                  \$
  \%                                                             \%                  \%                  \%                  \%
                                                                                                                             
  -------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------

E. Estimated dollar value and percentage of total planned subcontracting
to women-owned small business concerns is:

  ------------------------------------------------------------ ------------------- ------------------- ------------------- -------------------
  **Subcontracting to Women-Owned Small Business Concerns **                                                               
                                                                                                                           
  **Base **                                                    **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                           \$                  \$                  \$                  \$
  \%                                                           \%                  \%                  \%                  \%
                                                                                                                           
  ------------------------------------------------------------ ------------------- ------------------- ------------------- -------------------

F. Estimated dollar value and percentage of total planned subcontracting
to veteran-owned small business concerns is:

  -------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------
  **Subcontracting to Veteran-Owned Small Business Concerns **                                                               
                                                                                                                             
  **Base **                                                      **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                             \$                  \$                  \$                  \$
  \%                                                             \%                  \%                  \%                  \%
                                                                                                                             
  -------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------

G. Estimated dollar value and percentage of total planned subcontracting
to service disabled veteran-owned small business concerns is:

  ------------------------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------
  **Subcontracting to Service Disabled Veteran-Owned Small Business Concerns **                                                               
                                                                                                                                              
  **Base **                                                                       **1^st^ Option **   **2^nd^ Option **   **3^rd^ Option **   **4^th^ Option **
  \$                                                                              \$                  \$                  \$                  \$
  \%                                                                              \%                  \%                  \%                  \%
                                                                                                                                              
  ------------------------------------------------------------------------------- ------------------- ------------------- ------------------- -------------------

<table>
<tbody>
<tr class="odd">
<td><ol start="8" type="A">
<li><p>Supplies and/or services to be subcontracted under this contract,
business size (i.e., SB, HUBZone, SDB, WOB, VOSB, SDVOSB, and LB), and
the estimated dollar expenditure are: (Check all that apply).</p></li>
</ol>
<p><strong>Business Category or Size</strong></p></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td><p><strong>Supply/ </strong></p>
<p><strong>Service</strong></p></td>
<td><p><strong>Dollar Amount</strong></p></td>
<td><p><strong>Large</strong></p></td>
<td><p><strong>Small Bus.</strong></p></td>
<td><p><strong>HUBZ</strong></p>
<p><strong>Small</strong></p></td>
<td><p><strong>SDB</strong></p></td>
<td><p><strong>WOSB</strong></p></td>
<td><p><strong>VOSB</strong></p></td>
<td><p><strong>SDVOSB</strong></p></td>
<td><p><strong>Company Name (If Known)</strong></p></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="even">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
<tr class="odd">
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
</tr>
</tbody>
</table>

(Attach additional sheets if necessary.)

I1. Explain the methods used to develop the subcontracting goals for
small, HUBZone small, small disadvantaged, women-owned small,
veteran-owned small, and service disabled veteran-owned small business
concerns.

  --
  --

I2. Explain how the product and service areas to be subcontracted were
established, how the areas to be subcontracted to small, HUBZone small,
small disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business concerns were determined.

  --
  --

I3. How the capabilities of small, HUBZone small, small disadvantaged,
women-owned small, veteran-owned small, and service disabled
veteran-owned small business concerns were determined.

  --
  --

I4. Identify all source lists used in the determination process.

  --
  --

J. Indirect and overhead costs [     ]{.underline} HAVE BEEN or
[     ]{.underline} HAVE NOT BEEN included in the dollar and percentage
subcontracting goals stated above. (Check one.)

K. If indirect and overhead costs HAVE BEEN included, explain the method
used to determine the proportionate share of such costs to be allocated
as subcontracts to small, HUBZone small, small disadvantaged,
women-owned small, veteran-owned small, and service disabled
veteran-owned small business concerns.

  --
  --

**3. PROGRAM ADMINISTRATOR: **

*FAR 19.704(a)(7) requires information about the company employee who
will administer the subcontracting program. Please provide the name,
title, address, phone number, fax number, e:mail address, and position
within the corporate structure and the duties of that employee. *

[Name]{.underline}:
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[Title:]{.underline}
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[Position:]{.underline}
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[Address:]{.underline}
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[Telephone:]{.underline}
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[Fax Number:]{.underline} [\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

[E:Mail Address:]{.underline}
[\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_]{.underline}

*Duties*: The Program Administrator's general overall responsibility for
the Contractor's subcontracting program, i.e., developing, preparing,
and executing individual subcontracting plans and monitoring performance
relative to this particular plan. These duties may include, but are not
limited to the following activities. Does the individual named above
perform the following? (If NO is checked, please indicate who in the
company performs those duties, or indicate why the duties are not
performed in your company.)

A. Developing and promoting company/division policy statements that
demonstrate the company's/division's support for awarding contracts and
subcontracts to small, HUBZone small, small disadvantaged, women-owned
small, veteran-owned small, and service disabled veteran-owned small
business concerns.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

B. Developing and maintaining bidders' lists of small, HUBZone small,
small disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business concerns from all possible
sources.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

C. Ensuring periodic rotation of potential subcontractors on bidders'
lists.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

D. Assuring that small, HUBZone small, small disadvantaged, women-owned
small, veteran-owned small, and service disabled veteran-owned small
business concerns are included on the bidders' list for every
subcontract solicitation for products and services they are capable of
providing.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

E. Ensuring that subcontract procurement "packages" are designed to
permit the maximum possible participation of small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business concerns.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

F. Reviewing subcontract solicitations to remove statements, clauses,
etc., which might tend to restrict or prohibit small, HUBZone small,
small disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business participation.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

G. Ensuring that the subcontract bid proposal review board documents its
reasons for not selecting any low bids submitted by small, HUBZone
small, small disadvantaged, women-owned small, veteran-owned small, and
service disabled veteran-owned small business concerns.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

H. Overseeing the establishment and maintenance of contract and
subcontract award records.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

I. Attending or arranging for the attendance of company counselors at
Business Opportunity Workshops, Minority Business Enterprise Seminars,
Trade Fairs, etc.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

J. Directly or indirectly counseling small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business concerns on subcontracting
opportunities and how to prepare responsive bids to the company

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

K. Providing notice to subcontractors concerning penalties for
misrepresentations of business status as small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, or service
disabled veteran-owned small business for the purpose of obtaining a
subcontract that is to be included as part or all of a goal contained in
the contractor's subcontracting plan.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

L. Conducting or arranging training for purchasing personnel regarding
the intent and impact of Public Law 95-507 on purchasing procedures.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

M. Developing and maintaining an incentive program for buyers which
supports the subcontracting program.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

N. Monitoring the company's performance and making any adjustments
necessary to achieve the subcontract plan goals.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

O. Preparing and submitting timely reports.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

P. Coordinating the company's activities during compliance reviews by
Federal agencies.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

**4. EQUITABLE OPPORTUNITY **

*FAR 19.704(a)(8) requires a description of the efforts your company
will make to ensure that small, HUBZone small, small disadvantaged,
women-owned small, veteran-owned small, and service disabled
veteran-owned small business concerns will have an equitable opportunity
to compete for subcontracts. These efforts may include, but are not
limited to the following activities: (Check all that apply.)*

A. Outreach efforts to obtain sources:

  -- ---------------------------------------------------------------------------------------------------------------------------------------------------------
     Contacting minority and small business trade associations
     Contacting business development organizations
     Finding sources from the Dynamic Small Business Search of the Central Contractor Registration (CCR) System at
     Attending small, HUBZone, minority, women-owned, veteran-owned, & service disabled veteran-owned small business procurement conferences and trade fairs
     
  -- ---------------------------------------------------------------------------------------------------------------------------------------------------------

B. Internal efforts to guide and encourage purchasing personnel:

  -- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
     Presenting workshops, seminars and training programs
     Establishing, maintaining and using small, HUBZone small, small disadvantaged, women-owned small, veteran-owned small, and service disabled veteran-owned small business source lists, guides and other data for soliciting subcontracts
     Monitoring activities to evaluate compliance with the subcontracting plan
     
  -- ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

C. Additional efforts: (Please describe.)

  --
  --

**5. CLAUSE INCLUSION AND FLOWDOWN **

*FAR 19.704(a)(9) requires that your company provide assurances that it
will include the clause at FAR 52.219-8, "Utilization of Small Business
Concerns," in all subcontracts that offer further subcontracting
opportunities. FAR 52.219-9(d)(9) also requires that your company agrees
in this plan that it will require all subcontractors, except small
business concerns, that receive subcontracts in excess of \$550,000
(\$1,000,000 for construction) to adopt a plan that complies with the
requirements of FAR 52.219-9, "Small Business Subcontracting Plan." *

*[ ]{.underline}\[Insert company name\] *agrees that the clause will be
included and that the plans will be reviewed against the minimum
requirements for such plans. The acceptability of percentage goals for
small, HUBZone small, small disadvantaged, women-owned small,
veteran-owned small, and service disabled veteran-owned small business
concerns must be determined on a case-by-case basis depending on the
supplies and services involved, the availability of potential small,
HUBZone small, small disadvantaged, women-owned small, veteran-owned
small, and service disabled veteran-owned small business subcontractors
and prior experience. Once the plans are negotiated, approved, and
implemented, the plans must be monitored through the submission of
periodic reports, including the Individual Subcontracting Report and the
Summary Subcontracting Report submitted through the electronic
Subcontracting Reporting System (eSRS).

**6. REPORTING AND COOPERATION **

*FAR 19.704(a)(10) requires that your company (1) cooperate in any
studies or surveys as may be required, (2) submit periodic reports which
show compliance with the subcontracting plan; (3) submit Individual
Subcontracting Report and Summary Subcontracting Report through the
electronic Subcontracting Reporting System (eSRS); and (4) ensure that
subcontractors agree to submit the Individual Subcontracting Report and
the Summary Subcontracting Report through the electronic Subcontracting
Reporting System (eSRS). The cognizant Contracting Officer of the
Treasury bureau awarding the contract must approve the reports through
the eSRS system. The reports must be submitted electronically through
the eSRS system within 30 days after the close of each calendar period.
That is:*

  ---------------------- ----------------------------------------------- --------------- ----------------------------------------------------------------------------------------------------------------------
  **Calendar Period **   **Report Due **                                 **Date Due **   **Send Report Through the Electronic Subcontracting Reporting System (eSRS) to: **
                                                                                         
  10/01--03/31           Individual Subcontracting Report (old SF 294)   04/30           Contracting Officer/Bureau Small Business Specialist
  04/01--09/30           Individual Subcontracting Report (old SF 294)   10/30           Contracting Officer/Bureau Small Business Specialist
  10/01--09/30           Summary Subcontracting Report (old SF 295\*)    10/30           Contracting Officer/Bureau Small Business Specialist/Department of the Treasury Office of Small Business Development
                                                                                         
  ---------------------- ----------------------------------------------- --------------- ----------------------------------------------------------------------------------------------------------------------

\*Summary Subcontracting Report **must** also be submitted to SBA's
Commercial Market Representative

+----------------------+----------------------+----------------------+
| Contracting          | Bureau Small         | Department of the    |
| Officer's Address    | Business Specialist  | Treasury Office of   |
| is:                  | address is:          | Small Business       |
|                      |                      | Development address  |
| Internal Revenue     | Internal Revenue     | is:                  |
| Service, Attn:       | Service, Attn: Jodie |                      |
| Barbara Czerw        | Paustian,            | Department of the    |
|                      |                      | Treasury, Attn:      |
| 6009 Oxon Hill Road, | 6009 Oxon Hill Road, | Director, Office of  |
| OS:A:P:B:B:B         | OS:A:P:P,            | Small Business       |
|                      |                      | Development,         |
| Oxon Hill, MD 20745  | Oxon Hill, MD 20745  |                      |
|                      |                      | 1500 Pennsylvania    |
|                      |                      | Avenue, NW, Mail     |
|                      |                      | Code 655             |
|                      |                      | 15^th^/6099,         |
|                      |                      | Washington, DC 20220 |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+

**7. RECORDKEEPING **

*FAR 19.704(a)(11) requires a list of the types of records your company
will maintain to demonstrate the procedures adopted to comply with the
requirements and goals in the subcontracting plan. (Check all that
apply.) (If NO is checked, please indicate why these types of records
are not maintained.) These records include, but are not limited to, the
following: *

A. Small, HUBZone small, small disadvantaged, women-owned small,
veteran-owned small, and service disabled veteran-owned small business
concern source lists, guides, and other data identifying such vendors.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

B. Organizations contacted for small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business sources.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

C. On a contract-by-contract basis, records on all subcontract
solicitations over \$100,000 which indicate for each solicitation:

C1. Whether small business concerns were solicited, and if not, why not.

C2. Whether HUBZone small business concerns were solicited, and if not,
why not.

C3. Whether small disadvantaged business concerns were solicited, and if
not, why not.

C4. Whether women-owned small business concerns were solicited, and if
not, why not.

C5. Whether veteran-owned small business concerns were solicited, and if
not, why not

C6. Whether service disabled veteran-owned small business concerns were
solicited, and if not, why not

C7. Reasons for the failure of solicited small, small disadvantaged,
women-owned small, veteran-owned small, and service disabled
veteran-owned small business concerns to receive the subcontract award.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

D. Records to support other outreach efforts, e.g., contacts with
minority and small business trade associations, attendance at small,
HUBZone small, minority, women-owned small, veteran-owned small, and
service disabled veteran-owned small business procurement conference and
trade fairs.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

E. Records to support internal activities to (1) guide and encourage
purchasing personnel, e.g., workshops, seminars, training programs,
incentive awards; and (2) monitor activities to evaluate compliance.

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

F. On a contract-by-contract basis, records to support subcontract award
data including the name, address and business size and ownership status
(SB, HUBZone, SDB, WOB, VOSB, SDVOSB, etc.) of each subcontractor. (This
item is not required for company or division-wide commercial plans).

[\_\_\_\_]{.underline} YES [\_\_\_\_]{.underline} NO

G. Other records to support your compliance with the subcontracting
plan: (Please describe)

  --
  --

**8. TIMELY PAYMENTS TO SUBCONTRACTORS **

*FAR 19.702 requires your company to establish and use procedures to
ensure the timely payment of amounts due pursuant to the terms of your
subcontracts with small, HUBZone small, small disadvantaged, women-owned
small, veteran-owned small, and service disabled veteran-owned small
business concerns. *

*[ ]{.underline}\[Insert company name\]* has established and uses such
procedures:

  --
  --

**9. DESCRIPTION OF GOOD FAITH EFFORT **

*Maximum practicable utilization of small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business concerns as subcontractors in
Government contracts is a matter of national interest with both social
and economic benefits. When a contractor fails to make a good faith
effort to comply with a subcontracting plan, these objectives are not
achieved, and 15 U.S.C. 637(d)(4)(F) directs that the contractor must
pay liquidated damages. In order to demonstrate your compliance with a
good faith effort to achieve the small, HUBZone small, small
disadvantaged, women-owned small, veteran-owned small, and service
disabled veteran-owned small business subcontracting goals, ****outline
the steps your company plans to take****. These steps will be negotiated
with the contracting officer prior to approval of the plan.*

  --
  --

*The offeror is advised that this subcontracting plan will be made a
material part of the contract and that the submission of the Individual
Subcontracting Report and the Summary Subcontracting Report will be made
a not-separately-priced line item deliverable in the contract. *

**10. SIGNATURES REQUIRED**

***Company Signatures:***

  ------------------------------------------------
  This subcontracting plan was **submitted** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}:
  [Date]{.underline}:
  ------------------------------------------------

***Government Signatures:***

  --------------------------------------------------------------------------------
  This subcontracting plan was **reviewed** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}: Contracting Officer
  [Date]{.underline}:
  This subcontracting plan was **reviewed** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}: Small Business Specialist
  [Date]{.underline}:
  This subcontracting plan was **reviewed** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}: Small Business Administration Representative
  [Date]{.underline}:
  This subcontracting plan was **approved** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}: Director, Office of Small Business Programs (or designee)
  [Date]{.underline}:
  This subcontracting plan was **accepted** by:
  [Signature]{.underline}:
  [Typed Name]{.underline}:
  [Title]{.underline}: Contracting Officer
  [Date]{.underline}:
  --------------------------------------------------------------------------------

**[Attachment 2 - Voluntary Product Accessibility
Template]{.underline}**

The purpose of the Voluntary Product Accessibility Template is to assist
contracting officials in making preliminary assessments regarding the
availability of commercial Electronic and Information Technology
products and services with features that support accessibility. Offerors
shall provide additional contact information to facilitate more detailed
inquiries.

In the subsequent tables, the first column contains the lettered
paragraphs of the subsections. The second column describes the
supporting features of the product with regard to that paragraph. The
third column contains any additional remarks and explanations regarding
the product.

**Date:**\
**Name of Product:**\
**Contact for more Information:**

+----------------------+----------------------+----------------------+
| **Section 1194.22    |                      |                      |
| Web-based Internet   |                      |                      |
| information and      |                      |                      |
| applications -       |                      |                      |
| Detail **\           |                      |                      |
| **Voluntary Product  |                      |                      |
| Accessibility        |                      |                      |
| Template**           |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| ***Criteria* **      | **Supporting         | **Remarks and        |
|                      | Features**           | explanations**       |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(a\) A text         |                      |                      |
| equivalent for every |                      |                      |
| non-text element     |                      |                      |
| shall be provided    |                      |                      |
| (e.g., via \"alt\",  |                      |                      |
| \"longdesc\", or in  |                      |                      |
| element content).    |                      |                      |
+----------------------+----------------------+----------------------+
| \(b\) Equivalent     |                      |                      |
| alternatives for any |                      |                      |
| multimedia           |                      |                      |
| presentation shall   |                      |                      |
| be synchronized with |                      |                      |
| the presentation.    |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(c\) Web pages      |                      |                      |
| shall be designed so |                      |                      |
| that all information |                      |                      |
| conveyed with color  |                      |                      |
| is also available    |                      |                      |
| without color, for   |                      |                      |
| example from context |                      |                      |
| or markup.           |                      |                      |
+----------------------+----------------------+----------------------+
| \(d\) Documents      |                      |                      |
| shall be organized   |                      |                      |
| so they are readable |                      |                      |
| without requiring an |                      |                      |
| associated style     |                      |                      |
| sheet.               |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(e\) Redundant text |                      |                      |
| links shall be       |                      |                      |
| provided for each    |                      |                      |
| active region of a   |                      |                      |
| server-side image    |                      |                      |
| map.                 |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(f\) Client-side    |                      |                      |
| image maps shall be  |                      |                      |
| provided instead of  |                      |                      |
| server-side image    |                      |                      |
| maps except where    |                      |                      |
| the regions cannot   |                      |                      |
| be defined with an   |                      |                      |
| available geometric  |                      |                      |
| shape.               |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(g\) Row and column |                      |                      |
| headers shall be     |                      |                      |
| identified for data  |                      |                      |
| tables.              |                      |                      |
+----------------------+----------------------+----------------------+
| \(h\) Markup shall   |                      |                      |
| be used to associate |                      |                      |
| data cells and       |                      |                      |
| header cells for     |                      |                      |
| data tables that     |                      |                      |
| have two or more     |                      |                      |
| logical levels of    |                      |                      |
| row or column        |                      |                      |
| headers.             |                      |                      |
+----------------------+----------------------+----------------------+
| \(i\) Frames shall   |                      |                      |
| be titled with text  |                      |                      |
| that facilitates     |                      |                      |
| frame identification |                      |                      |
| and navigation       |                      |                      |
+----------------------+----------------------+----------------------+
| \(j\) Pages shall be |                      |                      |
| designed to avoid    |                      |                      |
| causing the screen   |                      |                      |
| to flicker with a    |                      |                      |
| frequency greater    |                      |                      |
| than 2 Hz and lower  |                      |                      |
| than 55 Hz.          |                      |                      |
+----------------------+----------------------+----------------------+
| \(k\) A text-only    |                      |                      |
| page, with           |                      |                      |
| equivalent           |                      |                      |
| information or       |                      |                      |
| functionality, shall |                      |                      |
| be provided to make  |                      |                      |
| a web site comply    |                      |                      |
| with the provisions  |                      |                      |
| of this part, when   |                      |                      |
| compliance cannot be |                      |                      |
| accomplished in any  |                      |                      |
| other way. The       |                      |                      |
| content of the       |                      |                      |
| text-only page shall |                      |                      |
| be updated whenever  |                      |                      |
| the primary page     |                      |                      |
| changes.             |                      |                      |
+----------------------+----------------------+----------------------+
| \(l\) When pages     |                      |                      |
| utilize scripting    |                      |                      |
| languages to display |                      |                      |
| content, or to       |                      |                      |
| create interface     |                      |                      |
| elements, the        |                      |                      |
| information provided |                      |                      |
| by the script shall  |                      |                      |
| be identified with   |                      |                      |
| functional text that |                      |                      |
| can be read by       |                      |                      |
| Assistive            |                      |                      |
| Technology.          |                      |                      |
+----------------------+----------------------+----------------------+
| \(m\) When a web     |                      |                      |
| page requires that   |                      |                      |
| an applet, plug-in   |                      |                      |
| or other application |                      |                      |
| be present on the    |                      |                      |
| client system to     |                      |                      |
| interpret page       |                      |                      |
| content, the page    |                      |                      |
| must provide a link  |                      |                      |
| to a plug-in or      |                      |                      |
| applet that complies |                      |                      |
| with §1194.21(a)     |                      |                      |
| through (l).         |                      |                      |
+----------------------+----------------------+----------------------+
| \(n\) When           |                      |                      |
| electronic forms are |                      |                      |
| designed to be       |                      |                      |
| completed on-line,   |                      |                      |
| the form shall allow |                      |                      |
| people using         |                      |                      |
| Assistive Technology |                      |                      |
| to access the        |                      |                      |
| information, field   |                      |                      |
| elements, and        |                      |                      |
| functionality        |                      |                      |
| required for         |                      |                      |
| completion and       |                      |                      |
| submission of the    |                      |                      |
| form, including all  |                      |                      |
| directions and cues. |                      |                      |
+----------------------+----------------------+----------------------+
| \(o\) A method shall |                      |                      |
| be provided that     |                      |                      |
| permits users to     |                      |                      |
| skip repetitive      |                      |                      |
| navigation links.    |                      |                      |
+----------------------+----------------------+----------------------+
| \(p\) When a timed   |                      |                      |
| response is          |                      |                      |
| required, the user   |                      |                      |
| shall be alerted and |                      |                      |
| given sufficient     |                      |                      |
| time to indicate     |                      |                      |
| more time is         |                      |                      |
| required.            |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+

Note to 1194.22: The Board interprets paragraphs (a) through (k) of this
section as consistent with the following priority 1 Checkpoints of the
Web Content Accessibility Guidelines 1.0 (WCAG 1.0) (May 5 1999)
published by the Web Accessibility Initiative of the World Wide Web
Consortium: Paragraph (a) - 1.1, (b) - 1.4, (c) - 2.1, (d) - 6.1, (e) -
1.2, (f) - 9.1, (g) - 5.1, (h) - 5.2, (i) - 12.1, (j) - 7.1, (k) - 11.4.

+----------------------+----------------------+----------------------+
| **Section 1194.31    |                      |                      |
| Functional           |                      |                      |
| Performance          |                      |                      |
| Criteria - Detail    |                      |                      |
| **\                  |                      |                      |
| **Voluntary Product  |                      |                      |
| Accessibility        |                      |                      |
| Template**           |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| ***Criteria***       | **Supporting         | **Remarks and        |
|                      | Features**           | explanations**       |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(a\) At least one   |                      |                      |
| mode of operation    |                      |                      |
| and information      |                      |                      |
| retrieval that does  |                      |                      |
| not require user     |                      |                      |
| vision shall be      |                      |                      |
| provided, or support |                      |                      |
| for Assistive        |                      |                      |
| Technology used by   |                      |                      |
| people who are blind |                      |                      |
| or visually impaired |                      |                      |
| shall be provided.   |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(b\) At least one   |                      |                      |
| mode of operation    |                      |                      |
| and information      |                      |                      |
| retrieval that does  |                      |                      |
| not require visual   |                      |                      |
| acuity greater than  |                      |                      |
| 20/70 shall be       |                      |                      |
| provided in audio    |                      |                      |
| and enlarged print   |                      |                      |
| output working       |                      |                      |
| together or          |                      |                      |
| independently, or    |                      |                      |
| support for          |                      |                      |
| Assistive Technology |                      |                      |
| used by people who   |                      |                      |
| are visually         |                      |                      |
| impaired shall be    |                      |                      |
| provided.            |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(c\) At least one   |                      |                      |
| mode of operation    |                      |                      |
| and information      |                      |                      |
| retrieval that does  |                      |                      |
| not require user     |                      |                      |
| hearing shall be     |                      |                      |
| provided, or support |                      |                      |
| for Assistive        |                      |                      |
| Technology used by   |                      |                      |
| people who are deaf  |                      |                      |
| or hard of hearing   |                      |                      |
| shall be provided    |                      |                      |
+----------------------+----------------------+----------------------+
| \(d\) Where audio    |                      |                      |
| information is       |                      |                      |
| important for the    |                      |                      |
| use of a product, at |                      |                      |
| least one mode of    |                      |                      |
| operation and        |                      |                      |
| information          |                      |                      |
| retrieval shall be   |                      |                      |
| provided in an       |                      |                      |
| enhanced auditory    |                      |                      |
| fashion, or support  |                      |                      |
| for assistive        |                      |                      |
| hearing devices      |                      |                      |
| shall be provided.   |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(e\) At least one   |                      |                      |
| mode of operation    |                      |                      |
| and information      |                      |                      |
| retrieval that does  |                      |                      |
| not require user     |                      |                      |
| speech shall be      |                      |                      |
| provided, or support |                      |                      |
| for Assistive        |                      |                      |
| Technology used by   |                      |                      |
| people with          |                      |                      |
| disabilities shall   |                      |                      |
| be provided.         |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+
| \(f\) At least one   |                      |                      |
| mode of operation    |                      |                      |
| and information      |                      |                      |
| retrieval that does  |                      |                      |
| not require fine     |                      |                      |
| motor control or     |                      |                      |
| simultaneous actions |                      |                      |
| and that is operable |                      |                      |
| with limited reach   |                      |                      |
| and strength shall   |                      |                      |
| be provided.         |                      |                      |
+----------------------+----------------------+----------------------+
|                      |                      |                      |
+----------------------+----------------------+----------------------+

**[ATTACHMENT 3- Q]{.underline}[uality Assurance Surveillance
Plan]{.underline}[ (QASP)]{.underline}**

**I. [PURPOSE]{.underline}:**

This Quality Assurance Surveillance Plan (QASP) is a Government
developed and applied document used to make sure that systematic quality
assurance methods are used in the administration of the performance
based service standards included in this contract and in subsequent task
orders issued hereunder. The intent of the plan is to provide a basis
for the Contracting Officer\'s Technical Representative (COTR) to
evaluate the quality of the Contractor\'s performance in providing
enterprise wide access to electronic tax research services. The
oversight provided for in the contract and in this plan shall ensure
service levels reach and maintain the required levels throughout the
contract term. This plan shall provide the COTR with a proactive way to
avoid unacceptable or deficient performance, and provide verifiable
input for the required annual past performance evaluations.

**II. [SCOPE]{.underline}**

The Contractor is responsible for management and quality control actions
necessary to meet the quality standards set forth by the contract and
follow-on task orders. The Contractor develops and submits these efforts
for Government approval in compliance with the contract deliverables.
Once accepted, the Contractor then uses this as a guide and to
rigorously document the implementation and operation of the required
management and quality control actions to achieve the specified results.
The QASP on the other hand, is put in place to provide Government
surveillance and oversight of the Contractor's quality control efforts
to assure that they are timely, effective and are delivering the results
specified in the contract or task order. The QASP is not a part of the
contract nor is it intended to duplicate the Contractor's proposed
efforts. The Government has provided the Contractor an informational
copy of the QASP as an Attachment to the solicitation to support the
Contractor's efforts in developing quality assurance methods and for
providing the contractor an opportunity to comment and propose
innovative solutions for the Government's QASP. The QASP document may be
revised to incorporate the contractor's comments and recommendations to
ensure a successful partnership between the Government and the
Contractor.

**III. [RESPONSIBILITIES]{.underline}**

The Government shall have responsibilities for the implementation of
this QASP as follows:

[Contracting Officer]{.underline} -- The Contracting Officer ensures
performance of all necessary actions for effective contracting, ensures
compliance with the terms of the contract and safeguards the interests
of the United States in the contractual relationship. It is the
Contracting Officer that assures the Contractor receives impartial,
fair, and equitable treatment under the contract. The Contracting
Officer is ultimately responsible for the final determination of the
adequacy of the Contractor's performance.

[Contracting Officer's Technical Representative (COTR)]{.underline} -
The COTR is responsible for technical administration of the contract,
assures detailed technical oversight and proper Government surveillance
of the contractor's performance. The COTR may serve as a direct conduit
to provide Government guidance and feedback to the Contractor on
technical matters; he or she is not empowered to make any contractual
commitments or to authorize any contractual changes on the Government's
behalf. Any changes that the Contractor deems may affect contract,
price, terms, or conditions shall be referred to the Contracting Officer
for action.

**IV. [METHODS OF QA SURVEILLANCE]{.underline}**

In an effort to minimize the contract administration burden, simplified
methods of surveillance techniques shall be used by the Government to
evaluate contractor performance. The primary methods of surveillance are
observations, inspections, complaints and review of those reports and
items that are required to be maintained and delivered under this
statement of work. The Government will use appointed representatives, as
well as reports and input from users as sources of comments on the
contractor's performance.

**V. [MEASURES]{.underline}**

The measures listed below are expressed in the statement of work and
measured by the required performance metrics in the table below:

**1. SERVICE AVAILABILITY**

** Online Products**:

-   The contractor shall ensure access to their services is available 24
    hours a day, 7 days a week. In the event service is unavailable for
    more than 12 consecutive hours during any given month, the IRS will
    decrease the monthly payment in an amount equal to the number of
    days the service is unavailable, rounded to the nearest whole day.

-   The contractor shall ensure access to their toll free IRS Customer
    Service line is available 24 hours a day, 7 days a week. In the
    event service is unavailable for more than 12 consecutive hours
    during any given month, the IRS will decrease the monthly payment in
    an amount equal to the number of days the service is unavailable,
    rounded to the nearest whole day.

** CD ROM Products**:

-   The contractor shall replace at no additional cost to the IRS any CD
    ROMs provided under this contract that are not readable on a CD-ROM
    drive or in an IRS computing environment.

-   If CD ROMs are not delivered within 2 weeks of the expected delivery
    date, IRS will not make any monthly payment for the month in which
    the CDs were due. Payment will not resume until the IRS receives
    functional CD ROMs from the contractor.

**2. CONTENT AVAILABILITY**

-   The contractor shall provide monthly notification to the COTR of all
    sources added and deleted that are within the source of the
    contract. If a source deleted is deemed mandatory to IRS, the
    contractor shall offer a comparable source. If a proposed comparable
    source is not acceptable to the IRS, contractual remedies shall be
    utilized which include reducing monthly payments.

**3. TRAINING**

-   The contractor shall provide continuous, incremental training on a
    recurring basis at both beginner and advanced levels. Timeliness
    will be defined by the program office and the contractor on or
    around contract award date. If timely training of IRS employees is
    not provided, contractual remedies shall be utilized which include
    reducing monthly payments.

-   The contractor shall provide quick reference guides to all IRS users
    within 2 months of the contract award date. If not provided,
    contractual remedies shall be utilized which include reducing
    monthly payments.

-   The contractor shall provide a comprehensive and interactive
    customized electronic tutorial within 6 months after contract award
    date. If not provided timely, contractual remedies shall be utilized
    which include reducing monthly payments.

**4. ID/PASSWORD ISSUANCE**

-   The contractor shall issue IDs or passwords to all IRS users on or
    before 1/1/09. If the contractor does not issue by this date,
    monthly payment will be withheld until they are issued.

-   The contractor shall maintain an automated solution for ID issuance.
    If the contractor fails to maintain this system, monthly payment
    will be withheld until it is in place.

**5. CUSTOMER SERVICE/TECHNICAL SUPPORT**

+----------+----------+----------+----------+----------+----------+
| -   The  | **       | **Per    | **Method | **Date** | **Comp   |
|     co   | Required | formance | of**     |          | liance** |
| ntractor | S        | St       |          | **Accomp |          |
|          | ervice** | andard** | **Survei | lished** |          |
|    shall |          |          | llance** |          |          |
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|          | solution | vailable |          |          |          |
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|          |          |          |          |          |          |
+----------+----------+----------+----------+----------+----------+

**VI. DOCUMENTATION**

The COTR will, in addition to providing documentation to the Contracting
Officer, maintain a complete Quality Assurance file. The file will
contain copies of all reports, evaluations, recommendations, and any
actions related to the Government's performance of the quality assurance
function. All such records will be retained for the life of this
contract. The COTR shall forward these records to the Contracting
Officer at termination or completion of the contract.

**VII. FAILURE TO PEFORM**

The Government may apply contractual remedies such as notifications of
failure to meet the performance standards through letters, cure notices,
show cause notices. The Government reserves the right to reduce payment
for failure to perform in accordance with the requirements of the
contract. If the Government determines that the contractor has failed to
perform to the extent that termination is justified, the Contracting
Officer shall issue a notice of termination, consistent with FAR Part
49.

**SECTION V -- INSTRUCTIONS AND EVALUATION FACTORS **

### 1.0 52.212-1 INSTRUCTIONS TO OFFERORS---COMMERCIAL ITEMS (Nov. 2007)

\(a\) North American Industry Classification System (NAICS) code and
small business size standard. The NAICS code and small business size
standard for this acquisition appear in Block 10 of the solicitation
cover sheet (). However, the small business size standard for a concern
which submits an offer in its own name, but which proposes to furnish an
item which it did not itself manufacture, is 500 employees.

\(b\) Submission of offers. Submit signed and dated offers to the office
specified in this solicitation at or before the exact time specified in
this solicitation. Offers may be submitted on the , letterhead
stationery, or as otherwise specified in the solicitation. As a minimum,
offers must show---

\(1\) The solicitation number;

\(2\) The time specified in the solicitation for receipt of offers;

\(3\) The name, address, and telephone number of the offeror;

\(4\) A technical description of the items being offered in sufficient
detail to evaluate compliance with the requirements in the solicitation.
This may include product literature, or other documents, if necessary;

\(5\) Terms of any express warranty;

\(6\) Price and any discount terms;

\(7\) "Remit to" address, if different than mailing address;

\(8\) A completed copy of the representations and certifications at FAR 
(see FAR (l) for those representations and certifications that the
offeror shall complete electronically);

\(9\) Acknowledgment of Solicitation Amendments;

\(10\) Past performance information, when included as an evaluation
factor, to include recent and relevant contracts for the same or similar
items and other references (including contract numbers, points of
contact with telephone numbers and other relevant information); and

\(11\) If the offer is not submitted on the , include a statement
specifying the extent of agreement with all terms, conditions, and
provisions included in the solicitation. Offers that fail to furnish
required representations or information, or reject the terms and
conditions of the solicitation may be excluded from consideration.

\(c\) Period for acceptance of offers. The offeror agrees to hold the
prices in its offer firm for 30 calendar days from the date specified
for receipt of offers, unless another time period is specified in an
addendum to the solicitation.

\(d\) Product samples. When required by the solicitation, product
samples shall be submitted at or prior to the time specified for receipt
of offers. Unless otherwise specified in this solicitation, these
samples shall be submitted at no expense to the Government, and returned
at the sender's request and expense, unless they are destroyed during
preaward testing.

\(e\) Multiple offers. Offerors are encouraged to submit multiple offers
presenting alternative terms and conditions or commercial items for
satisfying the requirements of this solicitation. Each offer submitted
will be evaluated separately.

\(f\) Late submissions, modifications, revisions, and withdrawals of
offers.

\(1\) Offerors are responsible for submitting offers, and any
modifications, revisions, or withdrawals, so as to reach the Government
office designated in the solicitation by the time specified in the
solicitation. If no time is specified in the solicitation, the time for
receipt is 4:30 p.m., local time, for the designated Government office
on the date that offers or revisions are due.

(2)(i) Any offer, modification, revision, or withdrawal of an offer
received at the Government office designated in the solicitation after
the exact time specified for receipt of offers is "late" and will not be
considered unless it is received before award is made, the Contracting
Officer determines that accepting the late offer would not unduly delay
the acquisition; and---

\(A\) If it was transmitted through an electronic commerce method
authorized by the solicitation, it was received at the initial point of
entry to the Government infrastructure not later than 5:00 p.m.
one working day prior to the date specified for receipt of offers; or

\(B\) There is acceptable evidence to establish that it was received at
the Government installation designated for receipt of offers and was
under the Government's control prior to the time set for receipt of
offers; or

\(C\) If this solicitation is a request for proposals, it was the only
proposal received.

\(ii\) However, a late modification of an otherwise successful offer,
that makes its terms more favorable to the Government, will be
considered at any time it is received and may be accepted.

\(3\) Acceptable evidence to establish the time of receipt at the
Government installation includes the time/date stamp of that
installation on the offer wrapper, other documentary evidence of receipt
maintained by the installation, or oral testimony or statements of
Government personnel.

\(4\) If an emergency or unanticipated event interrupts normal
Government processes so that offers cannot be received at the Government
office designated for receipt of offers by the exact time specified in
the solicitation, and urgent Government requirements preclude amendment
of the solicitation or other notice of an extension of the closing date,
the time specified for receipt of offers will be deemed to be extended
to the same time of day specified in the solicitation on the first work
day on which normal Government processes resume.

\(5\) Offers may be withdrawn by written notice received at any time
before the exact time set for receipt of offers. Oral offers in response
to oral solicitations may be withdrawn orally. If the solicitation
authorizes facsimile offers, offers may be withdrawn via facsimile
received at any time before the exact time set for receipt of offers,
subject to the conditions specified in the solicitation concerning
facsimile offers. An offer may be withdrawn in person by an offeror or
its authorized representative if, before the exact time set for receipt
of offers, the identity of the person requesting withdrawal is
established and the person signs a receipt for the offer.

\(g\) Contract award (not applicable to Invitation for Bids). 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. The
Government may reject any or all offers if such action is in the public
interest; accept other than the lowest offer; and waive informalities
and minor irregularities in offers received.

\(h\) Multiple awards. The Government may accept any item or group of
items of an offer, unless the offeror qualifies the offer by specific
limitations. Unless otherwise provided in the Schedule, offers may not
be submitted for quantities less than those specified. The Government
reserves the right to make an award on any item for a quantity less than
the quantity offered, at the unit prices offered, unless the offeror
specifies otherwise in the offer.

\(i\) Availability of requirements documents cited in the solicitation. 

(1)(i) The GSA Index of Federal Specifications, Standards and Commercial
Item Descriptions, FPMR Part 101-29, and copies of specifications,
standards, and commercial item descriptions cited in this solicitation
may be obtained for a fee by submitting a request to---

GSA Federal Supply Service Specifications Section\
Suite 8100\
470 East L'Enfant Plaza, SW\
Washington, DC 20407

Telephone (202) 619-8925\
Facsimile (202) 619-8978.

\(ii\) If the General Services Administration, Department of
Agriculture, or Department of Veterans Affairs issued this solicitation,
a single copy of specifications, standards, and commercial item
descriptions cited in this solicitation may be obtained free of charge
by submitting a request to the addressee in paragraph (i)(1)(i) of this
provision. Additional copies will be issued for a fee.

\(2\) Most unclassified Defense specifications and standards may be
downloaded from the following ASSIST websites:

\(i\) ASSIST ().

\(ii\) Quick Search ().

\(iii\) ASSISTdocs.com ().

\(3\) Documents not available from ASSIST may be ordered from the
Department of Defense Single Stock Point (DoDSSP) by---

\(i\) Using the ASSIST Shopping Wizard ();

\(ii\) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri,
0730 to 1600 EST; or

\(iii\) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue,
Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile
(215) 697-1462.

\(4\) Nongovernment (voluntary) standards must be obtained from the
organization responsible for their preparation, publication, or
maintenance.

\(j\) Data Universal Numbering System (DUNS) Number. (Applies to all
offers exceeding \$3,000, and offers of \$3,000 or less if the
solicitation requires the Contractor to be registered in the Central
Contractor Registration (CCR) database.) The offeror shall enter, in the
block with its name and address on the cover page of its offer, the
annotation "DUNS" or "DUNS+4" followed by the DUNS or DUNS+4 number that
identifies the offeror's name and address. The DUNS+4 is the DUNS number
plus a 4-character suffix that may be assigned at the discretion of the
offeror to establish additional CCR records for identifying alternative
Electronic Funds Transfer (EFT) accounts (see FAR ) for the same parent
concern. If the offeror does not have a DUNS number, it should contact
Dun and Bradstreet directly to obtain one. An offeror within the United
States may contact Dun and Bradstreet by calling 1-866-705-5711 or via
the internet at . An offeror located outside the United States must
contact the local Dun and Bradstreet office for a DUNS number.

\(k\) Central Contractor Registration. Unless exempted by an addendum to
this solicitation, by submission of an offer, the offeror acknowledges
the requirement that a prospective awardee shall be registered in the
CCR database prior to award, during performance and through final
payment of any contract resulting from this solicitation. If the Offeror
does not become registered in the CCR database in the time prescribed by
the Contracting Officer, the Contracting Officer will proceed to award
to the next otherwise successful registered Offeror. Offerors may obtain
information on registration and annual confirmation requirements via the
internet at or by calling 1-888-227-2423 or 269-961-5757.

\(l\) Debriefing. If a post-award debriefing is given to requesting
offerors, the Government shall disclose the following information, if
applicable:

\(1\) The agency's evaluation of the significant weak or deficient
factors in the debriefed offeror's offer.

\(2\) The overall evaluated cost or price and technical rating of the
successful and the debriefed offeror and past performance information on
the debriefed offeror.

\(3\) The overall ranking of all offerors, when any ranking was
developed by the agency during source selection.

\(4\) A summary of the rationale for award;

\(5\) For acquisitions of commercial items, the make and model of the
item to be delivered by the successful offeror.

\(6\) Reasonable responses to relevant questions posed by the debriefed
offeror as to whether source-selection procedures set forth in the
solicitation, applicable regulations, and other applicable authorities
were followed by the agency.

(End of provision)

**2.0 ADDENDUM TO 52.212-1\-- INSTRUCTIONS TO OFFERORS -- COMMERCIAL
ITEMS **

The Offeror shall clearly present information adequate to evaluate fully
each of the evaluation criteria at *52.212-2 Evaluation -- Commercial
Items* of this solicitation. Therefore, the offeror is advised to
carefully read the entire RFP. Offerors may propose on any or all of the
three award groups outlined in the statement of work: Portable CD ROM
Tax Service, Tax Research Services and the Comprehensive Research
Services. The Government intends to evaluate each award group as a
separate entity which could result in awarding potentially three
contracts. [In the event, a vendor can]{#OLE_LINK10} clearly demonstrate
their ability to provide more than one of the award groups' services,
the government will give consideration to this option and may award a
single contract to that vendor for administrative efficiency.

To aid in the evaluations, proposals shall be clearly and concisely
written, as well as neat and logically assembled.  Prospective offerors
are asked to submit material that is directly pertinent to the
requirements of this RFP.  Extraneous narrative, elaborate brochures,
uninformative promotional material and so forth, should not be
submitted.

All proposals shall be clearly labeled, on the outside with the
offeror's name, address and solicitation number. All pages of each
proposal shall be appropriately numbered, and identified with the name
of the offeror and solicitation number, to the extent practicable. An
original and five (5) photocopies of the proposal and all supporting
documentation, along with one electronic copy (floppy disk or CD-Rom),
shall be submitted. At least one copy shall be in loose-leaf binder
format. Offerors shall submit proposals consisting of two separate
volumes. Volume I is the *Price and Business Proposal*. Volume II is the
*Technical Proposal*. Specific instructions for the preparation of each
proposal will be set forth below. Proposals shall be submitted on single
sided 8 ½" x 11" paper, with font size no smaller that 12 points.
Technical Proposals (Volume II) shall not exceed 100 pages. Any pages in
excess of 100 will not be considered. This page limitation does not
apply to the Volume I, Price and Business Proposal. The disk or CD copy
shall be formatted in MS Office Version 6 or higher. All disks shall
include a label identifying the offeror's name, address and solicitation
number.

The original copy of the proposal shall contain the original of all
documents requiring signature by the offeror. Use of reproductions of
signed originals is authorized on the remaining five copies of the
proposal.

**Facsimile and email proposals are not authorized for this
solicitation**

**2.1 PROPOSAL REQUIREMENTS - **As stated previously, each offer shall
consist of two separate volumes. Volume I is the Price and Business
Proposal. Volume II is the Technical Proposal. The instructions are as
follows for each volume:

** (A)VOLUME I -- PRICE/BUSINESS PROPOSAL**: This volume shall include
the price proposal, representations and certifications, and the
subcontracting plan.

*[PRICE PROPOSAL]{.underline}*[ ]{.underline}-- Offerors are not
required to propose on all CLINs. However, to the extent that an offeror
chooses to propose on a particular award group, the offeror MUST propose
to the FULL set of CLINs for that particular package. Proposed prices
must be: (1) fully loaded firm fixed prices (2) propose to the full SOW
requirement for the package inclusive of all highly desirable features
identified in the offeror's technical proposal.

The offeror's price proposal shall consist of the prices entered into
the revised Microsoft Excel spreadsheet file titled "*ERSPrice.xls*."
These worksheets are for the pricing of all award groups with separate
pricing tables designated for each award group. The first three
worksheets identified as *Portable CD Rom Tax Service, Tax Research
Service *and* Comprehensive Research Service,* are the worksheets in
which the individual process must be entered. These individual prices
are pulled into the Evaluated Price Summary worksheet which will serve
as the pricing evaluation model (PEM) and the CLIN pricing worksheets
which reflects the CLIN structure that will be eventually incorporated
into any resulting contract.

The tables allow price entry for all potential usage levels for the
first year and the four subsequent option years. Every price entry
corresponds to a Contract Line Item Number (CLIN). The government
reserves the right to order any combination of services represented by
separately priced CLINs.

Pricing is to be entered as \"price per user\", except for \"Unlimited
Access\" pricing. For the purposes of this contract, Unlimited Access is
defined as Unlimited Number of Users. The spreadsheet will automatically
calculate the resulting monthly and annual pricing for your review. The
Offeror must annotate \"No Bid\" in each of the cells for any item(s)
that the Offeror will not be proposing to the Government under this
solicitation including Unlimited Access pricing. Enter pricing ONLY in
unshaded (i.e. white) cells. All other cells automatically calculate
their values, and are locked to prevent data entry. Baseline figures,
which are represented by darker-lined cell borders, are projected access
volumes and/or concurrent usage levels for the first year and the four
subsequent option years, and will be used to compute evaluated price
totals. Entries for all periods (baseline and non-baseline) will be used
for price evaluation purposes to determine fair market price and price
balance and will become contract prices at time of award.

In entering the data, offerors may not modify any aspect of the
spreadsheet other than to: (1) enter prices in the respective cells and
(2) to increase the column widths, if necessary, to display values.

Offerors are required to submit proposals on a 'flat rate' firm fixed
price basis for into separate pricing levels representing different
levels of usage for each contract year. The IRS intends to accept offers
only for complete packages -- no consideration will be given to offers
on items less than any one entire package.

*[SUBCONTRACTING PLAN]{.underline}*: (NOTE: Subcontracting pans are not
required for offerors that are considered to be small business
concerns).

Prepare and submit a small business and small disadvantaged business
subcontracting plan, as prescribed in FAR 52.219-9 and outlined in
Section IV --Solicitation Attachments. The subcontracting plan must be
accepted by the Government prior to award and shall be made part of any
resulting contract.

*[REPRESENTATIONS AND CERTIFICATION]{.underline}*

Offerors shall provide a completed Section VI - Representations and
Certifications as part of its price and business proposal

** (B) VOLUME II - TECHNICAL AND PAST PERFORMANCE PROPOSAL: **

Volume II of the proposal shall be submitted in accordance with the
instructions set forth below. It should be prepared simply and
economically, providing a straightforward, concise, delineation of the
information provided to satisfy the requirements below.

*[GENERAL]{.underline}*

Each Offeror's Technical Proposal shall have a maximum number of 100
pages that the Technical Evaluation Panel will evaluate (excluding the
table of contents and the Voluntary Product Accessibility Template).
Pages beyond the maximum limit will not be evaluated. As noted earlier,
proposals shall be submitted on single sided 8 ½" x 11" paper, with font
size no smaller that 12 points.

In order that your technical proposal may be evaluated strictly on the
merit of the material submitted, NO CONTRACTUAL COST INFORMATION IS TO
BE INCLUDED IN THE TECHNICAL PROPOSAL. THE PROPOSAL SHALL NOT MERELY
OFFER TO PERFORM WORK IN ACCORDANCE WITH THE SCOPE OF WORK, BUT SHALL
OUTLINE THE ACTUAL WORK PROPOSED AS SPECIFICALLY AS PRACTICAL. The
Statement of Work reflects the problems and objective of the program
under consideration; therefore, repeating the scope of work without
sufficient elaboration will not be acceptable.

-   *[CONTENT OF VOLUME II]{.underline}*: The contractors shall list and
    describe all databases, sources, and products being offered to meet
    the mandatory and highly desirable content and feature requirements
    outlined in the statement of work. Additionally, contractors shall
    also list and describe all excluded databases, sources, and products
    specifically excluded from the offering. This listing is not subject
    to the pagination limitations of this request for proposal. The
    technical proposal shall also include an Implementation and
    Operation (I/O) plan for each of the following categories which
    addresses how the contract requirements will be implemented, and
    will be evaluated as to how well it meets the requirements of the
    SOW:

    -   Customer Service Support

    -   Training Support

    -   Marketing Support

    -   Enterprise ID Solution

    -   Contract Reviews and Reports

The Offeror shall also provide the information indicated in (1) through
(6) below for each of its last five (5) agreements/contracts in
chronological order by the beginning period of performance date for
those that are completed or still in progress during the last three (3)
years for the same or similar scope, magnitude and complexity to that
which is detailed in the RFP. The information must clearly indicate
whether the work performed by the offeror was done as a prime contractor
or a subcontractor.  Contracts/agreements may be between the offeror and
federal, state or local governments, commercial or non-profit
organizations, educational institutions or other private or public
entities.

The following information shall be furnished in the technical proposal:

1.  name and address of client or customer

2.  names, telephone numbers and email addresses (if available) for a
    primary and alternate person as points of contact/references,
    preferably a technical and contracting reference. 

3.  period of performance (mm/dd/yyyy-mm/dd/yyyy) and contract/agreement
    number

4.  total fixed price or estimated price of the agreement/contract, both
    at the date of inception and as a result of any supplemental
    agreements/modifications to the present

5.  Description of supplies delivered and/or services performed; whether
    performance was furnished as a prime contractor or subcontractor; of
    the contract/agreement work scope and responsibilities; and how
    these efforts are similar to this proposed contract effort

6.  discussion of any problems, specifically in delivery (e.g. lost of
    content) or cost that arose in meeting the customers expectations,
    the corrective action taken and effectiveness of the action

The Government reserves the right to contact some or all of the
offeror's references provided in the proposal as examples of experience,
to discuss and verify the information provided in the offeror's
proposal. The information gathered from these contacts will be used in
the evaluation of the offeror's past performance/experience. Therefore,
the offeror is responsible for assuring the references furnished and
their email, phone and fax numbers are current, complete and accurate in
all instances. Offerors are encouraged to notify the references that
their responses to inquiries are fundamental to the evaluation of
proposals for this project and that the IRS may be contacting them.  It
shall not be the IRS' responsibility to follow up with past performance
references who do not respond or for whom the contact information
provided by the offeror is inaccurate, incomplete, or outdated. 

*[TEMPORARY ACCOUNT ACCESS]{.underline}*

Offerors shall provide five (5) temporary account numbers and/or
passwords. The IRS will access the vendor's products/services during the
proposal evaluation phase to subjectively evaluate the system's ease of
use and for validation purposes. NOTE: Based on this assessment,
offerors may be required to schedule an Operational Capabilities
Demonstration.

The completion and submission to the Government of the above items will
constitute an offer and will indicate the offeror's unconditional assent
to the terms and conditions in this RFP and in any attachments thereto. 
For every instance where the offeror does not propose to comply with or
agree to a requirement, the offeror shall propose an alternative and
describe it's reasoning therefore.

** 2.2 COMPETITIVE RANGE**

Following the evaluation of the technical and price/business proposals,
a competitive range determination will be made comprising of the most
highly rated offerors. If necessary, those offerors within the
competitive range may be required to conduct an Operational Capabilities
Demonstration. If an OCD is required, notice to an offeror will be
provided in writing from the Contracting Officer within sixty (60) days
after the closing of the RFP.

**2.3 OPERATIONAL CAPABILITIES DEMONSTRATION (OCD)**

During the OCD, offerors shall answer questions and demonstrate specific
functionalities at the Government's request. The OCD shall be specific
and detailed to support the offeror's technical proposal, demonstrate
its current computer capabilities and security measures, to ensure that
the proposed products/services operate in accordance with the
Government's specifications and the offeror's proposal. The purpose of
the OCD will be to validate the technical acceptability of proposed
features of the electronic research services in accordance with the
evaluation criteria set forth in FAR Clause 52.212-2. It is not desired
that an offeror restate its written proposal.

Offerors are advised that they should be prepared to perform the OCD for
Government verification within seven (7) calendar days after receipt of
written notice by the Contracting Officer. The OCD will be conducted in
the Washington DC metropolitan area. The exact site, will be provided
when the offeror is notified of the OCD. Each OCD will last no more than
two (2) hours. The Government reserves the right to hold discussions
with the offerors during and/or after the OCD to the extent necessary to
obtain a complete understanding of the proposed products/features
demonstrated. The OCD will be conducted before members of the technical
evaluation team and authorized procurement personnel.

*[SCHEDULE FOR OCD]{.underline}*

The scheduling of the offeror's OCD will begin within sixty (60)
business days after the closing date of the RFP. To the extent possible,
the Government will coordinate and accommodate the scheduling needs of
each offeror. Once notified of the scheduled date and time, offerors
shall complete their OCDs within these limitations. Requests from offers
to reschedule their demonstrations will not be entertained. Rescheduling
of demonstrations will not be done unless determined necessary by the
Government to resolve unanticipated problems or delays encountered in
the process.

Offerors shall provide the names and titles of all individuals
participating in the OCD to the Contracting Officer at least twenty-four
(24) hours prior to the demonstration. Each offeror may have up to five
(5) individuals participating in the demonstration. However, it is
strongly advised that members of the team conducting the demonstration
are technically adept about the features, functionality and content of
the offeror's products and services and are therefore, capable of
answering any of the Government's questions. Each offeror will have two
(2) hours to conduct the OCD to include answering questions from the
Government panel.

**2.4 FINAL REVISED PROPOSALS**

If discussions are held, all offerors still within the competitive range
may be requested to submit a [written]{.underline} Final Revised
Proposal. Following the evaluation of the final revised proposal, the
Government will make award without requesting further revisions to the
offeror or offerors whose proposals are most advantageous to the
Government, considering price and other related factors, will be
selected for contract award(s).

**2.5 CORRESPONDENCE**

All communications concerning the solicitation, including any of a
technical nature, must be made through the contracting officer. 
Correspondence, including written questions, should be directed to the
attention and address of the individual in ***Block**s** **7(a) and 9 of
the **Standard Form**1449**.*** All verbal communications should also be
directed to that individual**.  In order to ensure questions concerning
any technical aspect of the solicitation receive a timely response,
these questions must be received by the contracting officer at least ten
(10) calendar days before the due date for receipt of proposals, and
shall be in writing. Questions may be submitted in writing via email to
Nellisha Ramdass at . **

**3.0 52.212-2 EVALUATION -- COMMERCIAL ITEMS (JAN 1999)**

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:

    -   *Factor 1*-Technical Capability

* Sub-factors *

* - *Highly Desirable Content

\- Highly Desirable Features

\- Managing and Supporting the Contract

-   *Factor 2*-Relevant Experience and Past Performance; and

-   *Factor 3*-Price

Factor 1, technical capability is **significantly** more important than
factors 2 and 3, when evaluated independently against each factor and
also collectively. Factor 2, relevant experience and past performance is
more important than price. Factor 3, price is the least important factor
and will be evaluated- but not point scored- to determine whether it is
fair and reasonable for the proposed effort.

\(b\) 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)

**4.0 ADDENDUM TO 52.212-2 --EVALUATION --COMMERCIAL ITEMS**

As stated in 52.212-2, entitled *Evaluation -- Commercial Item*, the
factors that shall be used to evaluate the offers are technical
capability, relevant experience and past performance, and price with
award being made to the offeror or offerors who provide the best overall
value to the Government. This addendum serves to further define both the
evaluation process and evaluation factors and sub-factors. The
Government intends to evaluate each award group as a separate entity
which could result in awarding potentially three contracts. In the
event, a vendor can clearly demonstrate their ability to provide more
than one of the award groups' services, the government will give
consideration to this option and may award a single contract to that
vendor for administrative efficiency.

*[THE EVALUATION PROCESS]{.underline}*

The evaluation process will include a preliminary review to determine
whether the offerors meet the mandatory requirements outlined in the
statement of work. If during this preliminary review, an offeror's
products and services fail to meet ALL mandatory requirements identified
in the SOW, the Government will deem the offer to be outside the
competitive range. The Government will be under no obligation to
evaluate any remaining portions of that offeror's technical or
price/business proposals. Of those proposals deemed to have met the
mandatory requirements, the Government will proceed in a full evaluation
of the technical proposal and price/business proposals. Those offerors
with the most highly rated proposals will be included in the competitive
range and if necessary, may be required to conduct an Operational
Capabilities Demonstration. If discussions are held, all offerors still
within the competitive range may be requested to submit a written Final
Revised Proposal. Following the evaluation of the final revised
proposal, the offeror or offerors whose proposals are most advantageous
to the Government, considering price and other related factors, will be
selected for contract award(s). The Government may incorporate various
portions of the winning offeror's proposal into the resulting
contract(s).

** 4.1 EVALUATION FACTORS  **

The following evaluation factors will be utilized in the evaluation of
the proposals.

A.  **[Factor 1- ]{.underline}[Technical
    ]{.underline}[Capability]{.underline}[ ]{.underline}**

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1.  **[SUBFACTOR 1: HIGHLY DESIRABLE CONTENT ]{.underline}**

This sub factor evaluates the degree to which each Offeror\'s proposal
incorporates highly desirable content as set forth in the SOW.

1.  **[SUBFACTOR 2: HIGHLY DESIRABLE FEATURES ]{.underline}**

This sub factor evaluates the degree to which each Offeror\'s proposal
incorporates highly desirable features as set forth in the SOW.

The Government will also subjectively evaluate the overall ease of use
of these features via on-line access through the temporary accounts each
Offeror is required to provide.

1.  **[SUBFACTOR 3: MANAGING AND SUPPORTING THE CONTRACT ]{.underline}**

The Offerors will be evaluated on how well their proposal meets the
requirements of the SOW for managing and supporting this contract. This
will be evaluated through review of the Implementation and Operation
plan, which encompasses the following plans:

-   Customer Service Support,

-   Training Support,

-   Marketing Support, and

-   Enterprise ID Solution

-   Contract Reviews and Reports

The IRS will evaluate each of these plans to determine the adequacy of
the offeror\'s staffing, policies, procedures, and techniques proposed
to meet the requirements of this SOW. The offeror\'s discussion of both
technical and business management will be evaluated for not only
thoroughness and reasonableness, but also a demonstrated understanding
of the unique circumstances of this contract. At a minimum, each of
these plans will be reviewed for:

-   Completeness, capability and capacity in addressing requirements as
    described in the SOW;

-   Ability to manage the process and provide qualified personnel in
    supporting the requirement; and

-   Technical clarity of the plan and any supporting documents (e.g.
    Quick Reference Guides, User Manuals, etc.)

A.  **[Factor 2- ]{.underline}[Relevant Experience and Past Performance
    ]{.underline}**

The Government will evaluate the offeror's recent and relevant
experience and past performance in performing tasks similar in scope and
complexity to the SOW. The offeror will be evaluated on the quality of
its past performance on similar work, including overall customer
satisfaction, cost control, and effectiveness at successfully meeting
the performance requirements. References submitted by the offeror must
be recent and relevant to requirements and tasks outlined in the SOW. 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
may not be evaluated favorably or unfavorably on past performance.
However, the proposal of an offeror with no record of relevant
experience and past performance or for whom information is not
available, may not represent the most advantageous proposal to the
Government, and thus, may be an unsuccessful proposal when compared to
the proposal of other offerors. This evaluation factor will not concern
the prior experience of individual personnel in the Offeror\'s
organization or of any proposed subcontractors.

A.  **[Factor 3 - ]{.underline}[Price]{.underline}**

Price will be evaluated but not point scored. The Government will
evaluate the total price proposed for each performance period (i.e. base
and all option years) to determine price reasonableness as it relates to
the technical requirements and to assist in the best value
determination. The individual CLIN prices will also be evaluated to
determine whether the unit prices are reasonable and balanced. The
Government reserves the right to reject an offer that contains
unbalanced pricing pursuant to FAR 15.404-1 (g) (3).
                                                           

**SECTION VI - REPRESENTATIONS AND CERTIFICATIONS**

**1.0 52.212-3 OFFEROR [REPRESENTATIONS AND
CERTIFICATIONS]{#OLE_LINK2}--- COMMERCIAL ITEMS (NOV. 2007)**

An offeror shall complete only paragraph (l) of this provision if the
offeror has completed the annual representations and certifications
electronically at . If an offeror has not completed the annual
representations and certifications electronically at the ORCA website,
the offeror shall complete only paragraphs (b) through (k) of this
provision.

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

"Emerging small business" means a small business concern whose size is
no greater than 50 percent of the numerical size standard for the NAICS
code designated.

"Forced or indentured child labor" means all work or service---

\(1\) Exacted from any person under the age of 18 under the menace of
any penalty for its nonperformance and for which the worker does not
offer himself voluntarily; or

\(2\) Performed by any person under the age of 18 pursuant to a contract
the enforcement of which can be accomplished by process or penalties.

"Manufactured end product" means any end product in Federal Supply
Classes (FSC) 1000-9999, except---

\(1\) FSC 5510, Lumber and Related Basic Wood Materials;

\(2\) Federal Supply Group (FSG) 87, Agricultural Supplies;

\(3\) FSG 88, Live Animals;

\(4\) FSG 89, Food and Related Consumables;

\(5\) FSC 9410, Crude Grades of Plant Materials;

\(6\) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

\(7\) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

\(8\) FSC 9610, Ores;

\(9\) FSC 9620, Minerals, Natural and Synthetic; and

\(10\) FSC 9630, Additive Metal Materials.

"Place of manufacture" means the place where an end product is assembled
out of components, or otherwise made or processed from raw materials
into the finished product that is to be provided to the Government. If a
product is disassembled and reassembled, the place of reassembly is not
the place of manufacture.

"Service-disabled veteran-owned small business concern"---

\(1\) Means a small business concern---

\(i\) Not less than 51 percent of which is owned by one or more
service-disabled veterans or, in the case of any publicly owned
business, not less than 51 percent of the stock of which is owned by one
or more service-disabled veterans; and

\(ii\) The management and daily business operations of which are
controlled by one or more service-disabled veterans or, in the case of a
service-disabled veteran with permanent and severe disability, the
spouse or permanent caregiver of such veteran.

\(2\) Service-disabled veteran means a veteran, as defined in , with a
disability that is service-connected, as defined in .

"Small business concern" means a concern, including its affiliates, that
is independently owned and operated, not dominant in the field of
operation in which it is bidding on Government contracts, and qualified
as a small business under the criteria in 13 CFR Part 121 and size
standards in this solicitation.

"Veteran-owned small business concern" means a small business concern---

\(1\) Not less than 51 percent of which is owned by one or more veterans
(as defined at ) or, in the case of any publicly owned business, not
less than 51 percent of the stock of which is owned by one or more
veterans; and

\(2\) The management and daily business operations of which are
controlled by one or more veterans.

"Women-owned business concern" means a concern which is at least
51 percent owned by one or more women; or in the case of any publicly
owned business, at least 51 percent of its stock is owned by one or more
women; and whose management and daily business operations are controlled
by one or more women.

"Women-owned small business concern" means a small business concern---

\(1\) That is at least 51 percent owned by one or more women; or, in the
case of any publicly owned business, at least 51 percent of the stock of
which is owned by one or more women; and

\(2\) Whose management and daily business operations are controlled by
one or more women.

\(b\) Taxpayer Identification Number (TIN) (26 U.S.C. 6109,
31 U.S.C. 7701). (Not applicable if the offeror is required to provide
this information to a central contractor registration database to be
eligible for award.)

\(1\) All offerors must submit the information required in
paragraphs (b)(3) through (b)(5) of this provision to comply with debt
collection requirements of and 3325(d), reporting requirements of ,
6041A, and 6050M, and implementing regulations issued by the Internal
Revenue Service (IRS).

\(2\) The TIN may be used by the Government to collect and report on any
delinquent amounts arising out of the offeror's relationship with the
Government (). If the resulting contract is subject to the payment
reporting requirements described in FAR , the TIN provided hereunder may
be matched with IRS records to verify the accuracy of the offeror's TIN.

\(3\) Taxpayer Identification Number (TIN).

\_  TIN:
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\_  TIN has been applied for.

\_  TIN is not required because:

\_  Offeror is a nonresident alien, foreign corporation, or foreign
partnership that does not have income effectively connected with the
conduct of a trade or business in the United States and does not have an
office or place of business or a fiscal paying agent in the United
States;

\_  Offeror is an agency or instrumentality of a foreign government;

\_  Offeror is an agency or instrumentality of the Federal Government.

\(4\) Type of organization.

\_  Sole proprietorship;

\_ Partnership;

\_  Corporate entity (not tax-exempt);

\_  Corporate entity (tax-exempt);

\_  Government entity (Federal, State, or local);

\_  Foreign government;

\_  International organization per 26 CFR 1.6049-4;

\_  Other
\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\(5\) Common parent.

\_  Offeror is not owned or controlled by a common parent;

\_  Name and TIN of common parent:

Name \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

TIN \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\(c\) Offerors must complete the following representations when the
resulting contract will be performed in the United States or its
outlying areas. Check all that apply.

\(1\) Small business concern. The offeror represents as part of its
offer that it o is, o is not a small business concern.

\(2\) Veteran-owned small business concern. \[Complete only if the
offeror represented itself as a small business concern in
paragraph (c)(1) of this provision.\] The offeror represents as part of
its offer that it o is, o is not a veteran-owned small business concern.

\(3\) Service-disabled veteran-owned small business concern. \[Complete
only if the offeror represented itself as a veteran-owned small business
concern in paragraph (c)(2) of this provision.\] The offeror represents
as part of its offer that it o is, o is not a service-disabled
veteran-owned small business concern.

\(4\) Small disadvantaged business concern. \[Complete only if the
offeror represented itself as a small business concern in
paragraph (c)(1) of this provision.\] The offeror represents, for
general statistical purposes, that it o is, o is not a small
disadvantaged business concern as defined in 13 CFR 124.1002.

\(5\) Women-owned small business concern. \[Complete only if the offeror
represented itself as a small business concern in paragraph (c)(1) of
this provision.\] The offeror represents that it o is, o is not a
women-owned small business concern.

Note: Complete paragraphs (c)(6) and (c)(7) only if this solicitation is
expected to exceed the simplified acquisition threshold.

\(6\) Women-owned business concern (other than small business concern).
\[Complete only if the offeror is a women-owned business concern and did
not represent itself as a small business concern in paragraph (c)(1) of
this provision.\] The offeror represents that it o is a women-owned
business concern.

\(7\) Tie bid priority for labor surplus area concerns. If this is an
invitation for bid, small business offerors may identify the labor
surplus areas in which costs to be incurred on account of manufacturing
or production (by offeror or first-tier subcontractors) amount to more
than 50 percent of the contract
price:\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

\(8\) Small Business Size for the Small Business Competitiveness
Demonstration Program and for the Targeted Industry Categories under the
Small Business Competitiveness Demonstration Program. \[Complete only if
the offeror has represented itself to be a small business concern under
the size standards for this solicitation.\]

\(i\) \[Complete only for solicitations indicated in an addendum as
being set-aside for emerging small businesses in one of the designated
industry groups (DIGs).\] The offeror represents as part of its offer
that it o is, o is not an emerging small business.

\(ii\) \[Complete only for solicitations indicated in an addendum as
being for one of the targeted industry categories (TICs) or designated
industry groups (DIGs).\] Offeror represents as follows:

\(A\) Offeror's number of employees for the past 12 months (check the
Employees column if size standard stated in the solicitation is
expressed in terms of number of employees); or

\(B\) Offeror's average annual gross revenue for the last 3 fiscal years
(check the Average Annual Gross Number of Revenues column if size
standard stated in the solicitation is expressed in terms of annual
receipts).

(Check one of the following):

  --------------------- ---------------------------------
  Number of Employees   Average Annual Gross Revenues
  \_\_ 50 or fewer      \_\_ \$1 million or less
  \_\_ 51--100          \_\_ \$1,000,001--\$2 million
  \_\_ 101--250         \_\_ \$2,000,001--\$3.5 million
  \_\_ 251--500         \_\_ \$3,500,001--\$5 million
  \_\_ 501--750         \_\_ \$5,000,001--\$10 million
  \_\_ 751--1,000       \_\_ \$10,000,001--\$17 million
  \_\_ Over 1,000       \_\_ Over \$17 million
                        
  --------------------- ---------------------------------

\(9\) \[Complete only if the solicitation contains the clause at FAR ,
Notice of Price Evaluation Adjustment for Small Disadvantaged Business
Concerns, or FAR , Small Disadvantaged Business Participation
Program---Disadvantaged Status and Reporting, and the offeror desires a
benefit based on its disadvantaged status.\]

\(i\) General. The offeror represents that either---

\(A\) It \_\_ is, \_\_\_ is not certified by the Small Business
Administration as a small disadvantaged business concern and identified,
on the date of this representation, as a certified small disadvantaged
business concern in the database maintained by the Small Business
Administration (PRO-Net), and that no material change in disadvantaged
ownership and control has occurred since its certification, and, where
the concern is owned by one or more individuals claiming disadvantaged
status, the net worth of each individual upon whom the certification is
based does not exceed \$750,000 after taking into account the applicable
exclusions set forth at 13 CFR 124.104(c)(2); or

\(B\) It \_\_ has, \_\_ has not submitted a completed application to the
Small Business Administration or a Private Certifier to be certified as
a small disadvantaged business concern in accordance with 13 CFR 124,
Subpart B, and a decision on that application is pending, and that no
material change in disadvantaged ownership and control has occurred
since its application was submitted.

\(ii\) Joint Ventures under the Price Evaluation Adjustment for Small
Disadvantaged Business Concerns. The offeror represents, as part of its
offer, that it is a joint venture that complies with the requirements in
13 CFR 124.1002(f) and that the representation in paragraph (c)(9)(i) of
this provision is accurate for the small disadvantaged business concern
that is participating in the joint venture. \[The offeror shall enter
the name of the small disadvantaged business concern that is
participating in the joint venture: \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_.\]

\(10\) HUBZone small business concern. \[Complete only if the offeror
represented itself as a small business concern in paragraph (c)(1) of
this provision.\] The offeror represents, as part of its offer, that---

\(i\) It \_\_ is, \_\_ is not a HUBZone small business concern listed,
on the date of this representation, on the List of Qualified HUBZone
Small Business Concerns maintained by the Small Business Administration,
and no material change in ownership and control, principal office, or
HUBZone employee percentage has occurred since it was certified by the
Small Business Administration in accordance with 13 CFR Part 126; and

\(ii\) It \_\_ is, \_\_ is not a joint venture that complies with the
requirements of 13 CFR Part 126, and the representation in
paragraph (c)(10)(i) of this provision is accurate for the HUBZone small
business concern or concerns that are participating in the joint
venture. \[The offeror shall enter the name or names of the HUBZone
small business concern or concerns that are participating in the joint
venture: \_\_\_\_\_\_\_\_\_\_.\] Each HUBZone small business concern
participating in the joint venture shall submit a separate signed copy
of the HUBZone representation.

\(d\) Representations required to implement provisions of Executive
Order 11246---

\(1\) Previous contracts and compliance. The offeror represents that---

\(i\) It \_\_ has, \_\_has not participated in a previous contract or
subcontract subject to the Equal Opportunity clause of this
solicitation; and

\(ii\) It \_\_ has, \_\_has not filed all required compliance reports.

\(2\) Affirmative Action Compliance. The offeror represents that---

\(i\) It \_\_ has developed and has on file, o has not developed and
does not have on file, at each establishment, affirmative action
programs required by rules and regulations of the Secretary of Labor
(41 cfr parts 60-1 and 60-2), or

\(ii\) It \_\_ has not previously had contracts subject to the written
affirmative action programs requirement of the rules and regulations of
the Secretary of Labor.

\(e\) Certification Regarding Payments to Influence Federal Transactions
(31 U.S.C. 1352). (Applies only if the contract is expected to exceed
\$100,000.) By submission of its offer, the offeror certifies to the
best of its knowledge and belief that no Federal appropriated funds have
been paid or will be paid to any person for influencing or attempting to
influence an officer or employee of any agency, a Member of Congress, an
officer or employee of Congress or an employee of a Member of Congress
on his or her behalf in connection with the award of any resultant
contract. If any registrants under the Lobbying Disclosure Act of 1995
have made a lobbying contact on behalf of the offeror with respect to
this contract, the offeror shall complete and submit, with its offer,
OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the
name of the registrants. The offeror need not report regularly employed
officers or employees of the offeror to whom payments of reasonable
compensation were made.

\(f\) Buy American Act Certificate. (Applies only if the clause at
Federal Acquisition Regulation (FAR) , Buy American Act---Supplies, is
included in this solicitation.)

\(1\) The offeror certifies that each end product, except those listed
in paragraph (f)(2) of this provision, is a domestic end product and
that the offeror has considered components of unknown origin to have
been mined, produced, or manufactured outside the United States. The
offeror shall list as foreign end products those end products
manufactured in the United States that do not qualify as domestic end
products. The terms "component,"

"domestic end product," "end product," "foreign end product," and
"United States" are defined in the clause of this solicitation entitled
"Buy American Act---Supplies."

\(2\) Foreign End Products:

  ------------------------------ ------------------------------------
  Line Item No.                  Country of Origin
                                 
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                 
  ------------------------------ ------------------------------------

\[List as necessary\]

\(3\) The Government will evaluate offers in accordance with the
policies and procedures of FAR .

(g)(1) Buy American Act---Free Trade Agreements---Israeli Trade Act
Certificate. (Applies only if the clause at FAR , Buy American
Act---Free Trade Agreements---Israeli Trade Act, is included in this
solicitation.)

\(i\) The offeror certifies that each end product, except those listed
in paragraph (g)(1)(ii) or (g)(1)(iii) of this provision, is a domestic
end product and that the offeror has considered components of unknown
origin to have been mined, produced, or manufactured outside the United
States. The terms "Bahrainian or Moroccan end product," "component,"
"domestic end product," "end product," "foreign end product," "Free
Trade Agreement country," "Free Trade Agreement country end product,"
"Israeli end product," and "United States" are defined in the clause of
this solicitation entitled "Buy American Act-Free Trade
Agreements-Israeli Trade Act."

\(ii\) The offeror certifies that the following supplies are Free Trade
Agreement country end products (other than Bahrainian or Moroccan end
products) or Israeli end products as defined in the clause of this
solicitation entitled "Buy American Act---Free Trade
Agreements---Israeli Trade Act":

Free Trade Agreement Country End Products (Other than Bahrainian or
Moroccan End Products) or Israeli End Products:

  ------------------------------ ------------------------------------
  Line Item No.                  Country of Origin
                                 
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                 
  ------------------------------ ------------------------------------

\[List as necessary\]

\(iii\) The offeror shall list those supplies that are foreign end
products (other than those listed in paragraph (g)(1)(ii) of this
provision) as defined in the clause of this solicitation entitled "Buy
American Act---Free Trade Agreements---Israeli Trade Act." The offeror
shall list as other foreign end products those end products manufactured
in the United States that do not qualify as domestic end products.

Other Foreign End Products:

  ------------------------------ ------------------------------------
  Line Item No.                  Country of Origin
                                 
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                 
  ------------------------------ ------------------------------------

\[List as necessary\]

(iv)The Government will evaluate offers in accordance with the policies
and procedures of FAR .

\(2\) Buy American Act---Free Trade Agreements---Israeli Trade Act
Certificate, Alternate I. If Alternate I to the clause at FAR  is
included in this solicitation, substitute the following
paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are
Canadian end products as defined in the clause of this solicitation
entitled "Buy American Act---Free Trade Agreements---Israeli Trade Act":

Canadian End Products:

  --------------------------------------------------------------------------------
  Line Item No.
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  --------------------------------------------------------------------------------

\[List as necessary\]

\(3\) Buy American Act---Free Trade Agreements---Israeli Trade Act
Certificate, Alternate II. If Alternate II to the clause at FAR  is
included in this solicitation, substitute the following
paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are
Canadian end products or Israeli end products as defined in the clause
of this solicitation entitled "Buy American Act---Free Trade
Agreements---Israeli Trade Act":

Canadian or Israeli End Products:

  ------------------------------ ------------------------------------
  Line Item No.                  Country of Origin
                                 
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                 
  ------------------------------ ------------------------------------

\[List as necessary\]

\(4\) Trade Agreements Certificate. (Applies only if the clause at FAR ,
Trade Agreements, is included in this solicitation.)

\(i\) The offeror certifies that each end product, except those listed
in paragraph (g)(4)(ii) of this provision, is a U.S.-made or designated
country end product, as defined in the clause of this solicitation
entitled "Trade Agreements."

\(ii\) The offeror shall list as other end products those end products
that are not U.S.-made or designated country end products.

Other End Products:

  ------------------------------ ------------------------------------
  Line Item No.                  Country of Origin
                                 
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                 
  ------------------------------ ------------------------------------

\[List as necessary\]

\(iii\) The Government will evaluate offers in accordance with the
policies and procedures of FAR . For line items covered by the WTO GPA,
the Government will evaluate offers of U.S.-made or designated country
end products without regard to the restrictions of the Buy American Act.
The Government will consider for award only offers of U.S.-made or
designated country end products unless the Contracting Officer
determines that there are no offers for such products or that the offers
for such products are insufficient to fulfill the requirements of the
solicitation.

\(h\) Certification Regarding Debarment, Suspension or Ineligibility for
Award (Executive Order 12689). (Applies only if the contract value is
expected to exceed the simplified acquisition threshold.) The offeror
certifies, to the best of its knowledge and belief, that the offeror
and/or any of its principals---

\(1\) \_\_Are, \_\_ are not presently debarred, suspended, proposed for
debarment, or declared ineligible for the award of contracts by any
Federal agency; and

\(2\) \_\_Have, \_\_ have not, within a three-year period preceding this
offer, been convicted of or had a civil judgment rendered against them
for: commission of fraud or a criminal offense in connection with
obtaining, attempting to obtain, or performing a Federal, state or local
government contract or subcontract; violation of Federal or state
antitrust statutes relating to the submission of offers; or commission
of embezzlement, theft, forgery, bribery, falsification or destruction
of records, making false statements, tax evasion, or receiving stolen
property; and

\(3\) \_\_Are,\_\_ are not presently indicted for, or otherwise
criminally or civilly charged by a Government entity with, commission of
any of these offenses.

\(i\) Certification Regarding Knowledge of Child Labor for Listed End
Products (Executive Order 13126). \[The Contracting Officer must list in
paragraph (i)(1) any end products being acquired under this solicitation
that are included in the List of Products Requiring Contractor
Certification as to Forced or Indentured Child Labor, unless excluded at
(b).\]

\(1\) Listed end products.

  ---------------------------------------- ----------------------------------------
  Listed End Product                       Listed Countries of Origin
                                           
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_   \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
                                           
  ---------------------------------------- ----------------------------------------

\(2\) Certification. \[If the Contracting Officer has identified end
products and countries of origin in paragraph (i)(1) of this provision,
then the offeror must certify to either (i)(2)(i) or (i)(2)(ii) by
checking the appropriate block.\]

\[  \] (i) The offeror will not supply any end product listed in
paragraph (i)(1) of this provision that was mined, produced, or
manufactured in the corresponding country as listed for that product.

\[  \] (ii) The offeror may supply an end product listed in
paragraph (i)(1) of this provision that was mined, produced, or
manufactured in the corresponding country as listed for that product.
The offeror certifies that it has made a good faith effort to determine
whether forced or indentured child labor was used to mine, produce, or
manufacture any such end product furnished under this contract. On the
basis of those efforts, the offeror certifies that it is not aware of
any such use of child labor.

\(j\) Place of manufacture. (Does not apply unless the solicitation is
predominantly for the acquisition of manufactured end products.) For
statistical purposes only, the offeror shall indicate whether the place
of manufacture of the end products it expects to provide in response to
this solicitation is predominantly---

\(1\) \_\_ In the United States (Check this box if the total anticipated
price of offered end products manufactured in the United States exceeds
the total anticipated price of offered end products manufactured outside
the United States); or

\(2\) \_\_Outside the United States.

\(k\) Certificates regarding exemptions from the application of the
Service Contract Act. (Certification by the offeror as to its compliance
with respect to the contract also constitutes its certification as to
compliance by its subcontractor if it subcontracts out the exempt
services.) \[The contracting officer is to check a box to indicate if
paragraph (k)(1) or (k)(2) applies.\]

\[  \] (1) Maintenance, calibration, or repair of certain equipment as
described in FAR (c)(1). The offeror  \_\_\_does \_\_\_ does not certify
that---

\(i\) The items of equipment to be serviced under this contract are used
regularly for other than Governmental purposes and are sold or traded by
the offeror in substantial quantities to the general public in the
course of normal business operations;

\(ii\) The services will be furnished at prices which are, or are based
on, established catalog or market prices (see FAR (c)(2)(ii)) for the
maintenance, calibration, or repair of such equipment; and

\(iii\) The compensation (wage and fringe benefits) plan for all service
employees performing work under the contract will be the same as that
used for these employees and equivalent employees servicing the same
equipment of commercial customers.

\[  \] (2) Certain services as described in FAR (d)(1). The offeror o
does o does not certify that---

\(i\) The services under the contract are offered and sold regularly to
non-Governmental customers, and are provided by the offeror (or
subcontractor in the case of an exempt subcontract) to the general
public in substantial quantities in the course of normal business
operations;

\(ii\) The contract services will be furnished at prices that are, or
are based on, established catalog or market prices (see FAR
(d)(2)(iii));

\(iii\) Each service employee who will perform the services under the
contract will spend only a small portion of his or her time (a monthly
average of less than 20 percent of the available hours on an annualized
basis, or less than 20 percent of available hours during the contract
period if the contract period is less than a month) servicing the
Government contract; and

\(iv\) The compensation (wage and fringe benefits) plan for all service
employees performing work under the contract is the same as that used
for these employees and equivalent employees servicing commercial
customers.

\(3\) If paragraph (k)(1) or (k)(2) of this clause applies---

\(i\) If the offeror does not certify to the conditions in paragraph
(k)(1) or (k)(2) and the Contracting Officer did not attach a Service
Contract Act wage determination to the solicitation, the offeror shall
notify the Contracting Officer as soon as possible; and

\(ii\) The Contracting Officer may not make an award to the offeror if
the offeror fails to execute the certification in paragraph (k)(1) or
(k)(2) of this clause or to contact the Contracting Officer as required
in paragraph (k)(3)(i) of this clause.

(l)(1) Annual Representations and Certifications. Any changes provided
by the offeror in paragraph (l)(2) of this provision do not
automatically change the representations and certifications posted on
the Online Representations and Certifications Application (ORCA)
website.

\(2\) The offeror has completed the annual representations and
certifications electronically via the ORCA website at . After reviewing
the ORCA database information, the offeror verifies by submission of
this offer that the representations and certifications currently posted
electronically at FAR , Offeror Representations and
Certifications---Commercial Items, have been entered or updated in the
last 12 months, are current, accurate, complete, and applicable to this
solicitation (including the business size standard applicable to the
NAICS code referenced for this solicitation), as of the date of this
offer and are incorporated in this offer by reference (see FAR ), except
for paragraphs \_\_\_\_\_\_\_\_\_\_\_\_\_\_.

\[Offeror to identify the applicable paragraphs at (b) through (k) of
this provision that the offeror has completed for the purposes of this
solicitation only, if any.

These amended representation(s) and/or certification(s) are also
incorporated in this offer and are current, accurate, and complete as of
the date of this offer.

Any changes provided by the offeror are applicable to this solicitation
only, and do not result in an update to the representations and
certifications posted on ORCA.\]

(End of provision)