Document:

exhibit104.htm

	 	  	
Exhibit 10.4

	  	  	
OMB Control No. 1506-0080

	
AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

	
1. CONTRACT ID CODE

	
PAGE           OF           PAGES

	
1

	
13

	
2.    AMENDMENT/

   MODIFICATION NO.

       0008

	
3.  EFFECTIVE DATE

    See Block 16C

	
4.  REQUISITION/PURCHASE REQ. NO.

W-6-W2-03-TP-R03 022

	
5.  PROJECT NO. (If applicable)

	
6.   ISSUED BY CODE

Internal Revenue Service

6009 Oxon Hill Road, Suite 500

Oxon Hill, MD 20745

	
IRS0088

	
7.  ADMINISTERED BY (If other than Item 6)                           

See Item 6

	
CODE

	
8.   NAME AND ADDRESS OF CONTRACTOR (No. Street, county, State and ZIP Code)

 

OFFICIAL PAYMENTS CORPORATION  00051397

2333 SAN RAMON VALLEY BOULEVARD STE# 450

SAN RAMON, CA 945834456

 

OFFICIAL PAYMENTS CORPORATION

	
(x)

	
9A.  AMENDMENT OF SOLICITATION NO.

	  

 

X

	
9B.  DATED (SEE ITEM 11)

	
10A.  MODIFICATION OF CONTRACT/ORDER NO.

TIRNO-09-C-0019

	
10B.  DATED (SEE ITEM 13)

04/23/2009

	
CODE

	
FACILITY CODE

	
11.  THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

	
o  The above numbered solicitation is amended as set forth in Item 14.  The hour and date specified for receipt of Offers o  is extended,  o  is not extended.

 

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or amended, by one of the following methods:

 

(a) By completing Items 8 and 15, and returning _____ copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers.  FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATA SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER.  If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and data specified.

	
12.  ACCOUNTING AND APPROPRIATION DATA (if required)

None Net Increase: $0.00

	
13.  THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

	
(x) 

   X	
A.THIS CHANGE ORDER IS ISSUED PURSUANT TO:  52.243-1 THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

	  	
B.THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14. PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

	  	
C.THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

	
 

	
D.OTHER Specify type of modification and authority)

 

	
E.  IMPORTANT:  Contractor o is not,  x  is required to sign this document and return   1   copies to the issuing office.

	
14.  DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

 

The purpose of this modification is to add the following clauses in the contract under Section 3. Clauses.

 

1.  IR1052.204-9003; IR1052.204-9005; IR1052.204-9006; and IR1052.239-9007.

 

2.  All other items and conditions remain unchanged.

 

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

	
15A.  NAME AND TITLE OF SIGNER (Type or print)

         Alex P. Hart, CEO

	
16A.  NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

         DIANNE L GOOSBY 202-283-1207 / CONTRACT SPECIALIST

	
15B.  CONTRACTOR/OFFEROR

/s/ Alex P. Hart

       (Signature of person authorized to sign)

	
15C.  DATE SIGNED

3/9/11

	
16B.  UNITED STATES OF AMERICA

  BY /s/ Dianne L. Goosby

         (Signature of Contracting Officer)

	
16C.  DATE SIGNED

01/31/2011

	
NSN 7540-01-152-8070

PREVIOUS EDITION UNUSABLE

	
30-105

Computer Generated

	
STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

 

  

  

  

TIRNO-09-C-00019 MOD# 0008

IR1052.204-9003 - IRS Security Awareness Training Requirements

 

Include the following clause in solicitations, contracts, task/delivery/purchase orders, interagency agreements, and BPAs that require contractors and contractor employees to have staff-like access to IRS SBU information (electronic or paper-based) or information systems at an IRS facility or a contractor-owned/managed facility.

 

IRS SECURITY AWARENESS TRAINING REQUIREMENTS (AUG 2010)

 

	
(a)  

	
The Federal Information Security Management Act of 2002 (FISMA) requires each federal agency to provide periodic information security awareness training to all employees, including contractors, involved in the management, use, or operation of Federal information and information systems. In addition, IRS contractors and their employees are subject to the Taxpayer Browsing Protection Act of 1997, which prohibits willful unauthorized inspection of returns and return information. Violation of the Act could result in civil and criminal penalties.

 

	
(b)  

	
Contractors and their employees who require staff-like access to IRS information or information systems at an IRS facility or a contractor-owned/managed facility shall complete IRS security awareness training annually, as specified in the contract.1

 

NOTE: "IRS information" means Sensitive But Unclassified (SBU) information, as defined in Internal Revenue Manual 10.8.1 - Policy and Guidance. SBU may be categorized in one or more of the following groups—

 

o      Returns and Return Information

o      Sensitive Law Enforcement Information

o      Employee Information

o      Personally Identifiable Information

o     Other Protected Information

 

	
(c)  

	
The contractor shall ensure all contractor employees who require staff-like access to IRS owned or controlled facilities, or IRS information or information systems, regardless of their physical location, complete one or more Information Protection briefings on computer security, disclosure, privacy, physical security, and/or UNAX, as specified by CSLP. Individually

 

 

1 As used in this clause, the term "contract" includes contracts, task/delivery/purchase orders, interagency agreements, and Blanket Purchase Agreements (BPAs).

Page - 2

 

TIRNO-09-C-00019 MOD# 0008

 

	
  

	 and collectively, these briefings make up the IRS Security Awareness Training (SAT) requirements for the Service's information assets.

 

Personnel required to complete SAT include, but are not necessarily limited to, contractor employees involved in any of the following activities:

 

 

	 o	 Manage, program or maintain IRS information in a production environment;
	 o	 Operate an information system on behalf of the IRS;
	 o	 Conduct testing or development of information or information systems on behalf of the IRS; or
	 o	 Provide advisory and assistance (consulting) services, or administrative support.

 

Unless otherwise provided under the terms of the immediate contract/order, contractor employees in the following service categories with facilities access only who do not have access to IRS workspace, or who work in buildings where a clean desk policy is in place for all IRS employees, are not required to complete SAT -with the exception of Physical Security Training.:

 

 

	 o	 Medical;
	 o	 Cafeteria;
	 o	 Landscaping;
	 o	 Janitorial and cleaning (daylight operations);
	 o	 Building maintenance; or
	 o	 Other maintenance and repair.

 

 

	
(d)  

	
All new contractor employees shall receive a system security orientation within the first ten (10) business days following initial assignment to any IRS contract/order, and IT security awareness training (commensurate with the individual's duties and responsibilities) within five (5) business days of being granted access to an IRS IT system.

 

	
(e)  

	
For each contractor employee assigned to this contract/order, the contractor shall submit confirmation of completed SAT (using the form at the Mandatory Briefing web site or upon email request to CSLP at CSLP@irs.gov), via email, to the Contracting Officer's Technical Representative (COTR) and the Contractor Security Lifecycle Program (CSLP) upon completion, but not later than ten (10) business days of starting work on this contract/task order.

 

	
(f)  

	
Thereafter, each contractor employee assigned to this contract/order shall complete SAT annually not later than April 30th of each year in which there is an ongoing period of performance (in either the base period or any exercised option period). The contractor shall submit confirmation of

 

 

  

Page - 3

  

TIRNO-09-C-00019 MOD# 0008

 

	
 

	completed annual SAT on all contractor employees assigned to this contract/order, via email, to the CO, COTR, and the Contractor Security Lifecycle Program (CSLP) upon completion, or not later than May 12th of the then current calendar year or as requested by CSLP (whichever date is earlier).

 

	
(g)  

	
Contractors shall verify in writing within 30 days of award, and by May 12, of each year thereafter or as requested by CSLP (whichever date is earlier), that all of their affected employees have successfully completed the specified training. Verification reports shall be signed by an official with the authority to legally bind the Contractor.

 

	
(h)  

	
SAT is available on the Mandatory Briefing web site or if this site is not accessible, SAT materials will be made available by CSLP upon request via email to CSLP@irs.gov).

 

 

	
(i)    

	
Contractor employees who fail to comply with IRS security policy (to include completion and certification of SAT requirements within the timeframe specified) may be subject to having their access to IRS IT systems and facilities suspended, revoked or terminated (termporarily or permanently).

 

[End of clause]

 

 

Alternate 1 (AUG 2010)

 

 

Substitute the following paragraph (g) for paragraphs (g) of the basic clause when an existing contract, task/delivery/purchase order, interagency agreement, or BPA is being modified.

 

 

	
 (g)    

	
Contractors shall verify in writing within 30 days of contract modification, and by May 12, of each year thereafter, that all of their affected employees have successfully completed the specified SAT. Verification reports shall be signed by an official with the authority to legally bind the Contractor.

 

  

Page - 4

  

TIRNO-09-C-00019 MOD# 0008

 

IR1052.204.9005 - Submission of Security Forms and Related Materials

 

Include the following clause in all new solicitations, contracts, interagency agreements, task/delivery/purchase orders, and BPAs, including simplified acquisitions, and existing contracts and orders as prescribed in P&P No. 39.1(C) - Managing Contractor Access to IRS Owned or Controlled Facilities, Information Systems, or Sensitive But Unclassified (SBU) Information

 

SUBMISSION OF SECURITY FORMS AND RELATED MATERIALS

(AUG 2010)

 

	
(a)  

	
Contractor personnel hired for work within the United States or its territories and possessions and who require access, wherever the location, to IRS owned or controlled facilities or work on contracts that involve the design, operation, repair, or maintenance of information systems, and/or require access to sensitive but unclassified information, security items or products, must meet the following three eligibility criteria before a full background investigation will be initiated:

 

 

	
(1)  

	
Must be Federal tax compliant, both timely filed and timely payment of any taxes due;

 

	
(2)  

	
Shall either be at a minimum a U.S. citizen for high risk access, or have lawful permanent resident status for low and moderate risk (3 years of US residency required for moderate risk); and

 

	
(3)  

	
For all males born after 1959, must be registered with Selective Service.

 

	
(b)  

	
All contractor personnel performing under the contract that require either escorted or unescorted access to IRS facilities, SBU information or information systems are subject to (and must receive a favorable adjudication or affirmative results with respect to) the following suitability pre-screening criteria, as applicable:

 

 

	
(1)  

	
Credit report results (moderate and high risk investigations only); and/or

 

(2) Federal Bureau of Investigation fingerprint results.

 

	
(c)  

	
Each contract employee assigned to work under this contract/order shall undergo investigative processing appropriate to the position sensitivity and risk level designation associated with the work to be performed, as described in TD P 15-71, Chapter I, Section 1. In support of this

 

  

Page - 5

  

TIRNO-09-C-00019 MOD# 0008

 

	
  

	undertaking, the contractor shall furnish the following electronic documents to the Contractor Security Lifecycle Program (CSLP), per the instructions available on the publicly accessible website for IRS Procurement, within 10 business days of assigning (or reassigning) a contractor employee to this contract/order and prior to the contract employee performing any work there under:

 

	 o	The IRS provided Risk Assessment Checklist (RAC), and
	 o	 All required security forms (for new contractor employees), are available through the publicly accessible website for IRS Procurement.

 

(Note: These documents (the RAC and security forms) are also available upon request from CSLP via email at CSLP@irs.gov)

 

	
(d)  

	
Concurrent with submission of the above-referenced materials to CSLP, the contractor shall email the Contracting Officer (CO), and the Contracting Officer's Technical Representative (COTR) to confirm this requirement has been completed. The notice shall identify the subject contractor employee by name and relevant contract/task order number(s), and list the materials submitted.

 

	
(e)  

	
Contractor personnel whose duration of employment exceeds 180 days must be eligible for access, per certification of tax compliance, and shall undergo, at a minimum a National Agency Check and Inquiries as a condition of work under the government contract. If the duration of employment is less than 180 days or access is infrequent (e.g., 2-3 days per month) and the contractor requires unescorted access, the contractor employee must be eligible for access, per certification of tax compliance, and require at a minimum a fingerprint check (Special Agreement Check). No background investigation or tax check is completed if the duration of employment is less than 180 days or access is infrequent when there is escort provided by an IRS employee or an approved contractor employee at the same or higher position risk level.

 

	
(f)  

	
The contractor employee may commence work only upon notice of an interim or final approval for staff-like access, revalidation of access for contractor employee transfers from one IRS contract/order to another, or approved escorted access.

 

 

(End of Clauses)

 

 

IR1052.204.9006 - Notification of Change in Contractor Employee Employment Status, Assignment, or Standing

 

  

Page - 6

  

TIRNO-09-C-00019 MOD# 0008

 

Include the following clause in all new solicitations, contracts, interagency agreements, task/delivery/purchase orders, and BPAs, including simplified acquisitions, and existing contracts and orders as prescribed in P&P No. 39.1(C) - Managing Contractor Access to IRS Owned or Controlled Facilities, Information Systems, or Sensitive But Unclassified (SBU) Information

 

NOTIFICATION OF CHANGE IN CONTRACTOR EMPLOYEE EMPLOYMENT STATUS, ASSIGNMENT, OR STANDING (AUG 2010)

 

 

(a) The contractor shall notify the Contracting Officer's Technical Representative (COTR) and the Contractor Security Lifecycle Program (CSLP), via email, within one (1) business day of the contractor becoming aware of any change in the employment status, assignment, or standing of a contractor employee to this contract/order -to include, but not limited to, the following conditions:

 

	 o	Receipt of the employee's notice of intent to separate from employment or discontinue work under this IRS contract/task order;
	 o	Knowledge of the employee's voluntary separation from employment or performance on this contract/task order (if no prior notice was given);
	 o	Transfer or reassignment of the employee and performance of duties under this contract/task order, in whole or in part, to another IRS contract/task order (and identify the gaining contract and representative duties/responsibilities to allow for an assessment of suitability based on position sensitivity/risk level designation);
	 o 	Separation, furlough or release from employment;
	 o 	Anticipated extended absence of more than 45 days;
	 o 	Change of legal name;
	 o 	Change to citizenship or lawful permanent resident status, or employment eligibility;
	 o 	Change in gender or other distinction when physical attributes figure prominently in the biography of an individual;
	o	Actual or perceived conflict of interest in continued performance under this contract/task order (provide explanation);
	o 	Death.

 

 

  

Page - 7

  

TIRNO-09-C-00019 MOD# 0008

 

(b) The notice shall include the following minimum information:

 

 

	 o 	Name of contractor employee
	 o 	Nature of the change in status, assignment or standing (i.e., provide a brief non-personal, broad-based explanation)
	 o 	Affected contract/task order number(s)
	 o 	Actual or anticipated date of departure or separation
	 o 	When applicable, the name of the IRS facility(s) this individual routinely works from or has access to when performing work under this contract/order
	 o 	Identificaon of any Government Furnished Property (GFP), Government Furnished Equipment (GFE), or Government Furnished Information (GFI) (to include Personal Identity Verification (PIV) credentials or badges) provided to the contractor employee and its whereabouts or status.

 

 

	
(c)  

	
In the event the subject contractor employee is working on multiple contracts/orders, notification shall be combined, and the cognizant COTR for each affected contract/order shall be included in the joint notification along with the CSLP.

 

	
(d)  

	
As a general rule, the change in the employment status, assignment, or standing of a contractor employee to this contract/order would not form the basis for an excusable delay for failure to perform this contract under its terms.

 

 

(End of Clause)

 

 

IR1052.239-9007 - Access, Use or Operation of IRS Information Technology (IT) Systems by Contractors

 

As prescribed in 1039.9201, include the following clause in all solicitations, contracts, interagency agreements, task/delivery/purchase orders, and BPAs, including simplified acquisitions, when contractor employees will access, use or operate IRS information technology systems, equipment or resources.

 

ACCESS, USE OR OPERATION OF IRS INFORMATION TECHNOLOGY (IT) SYSTEMS BY CONTRACTORS (AUG 2010)

 

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

 

1.  IRS Information Technology Security Policy and Guidance.

 

  

Page - 8

  

TIRNO-09-C-00019 MOD# 0008

 

All current and new IRS contractor employees authorized staff-like (unescorted) access to Treasury/IRS owned or controlled facilities and information systems, or work, wherever located, on those contracts which involve the design, operation, repair or maintenance of information systems and access to sensitive but unclassified information shall comply with the IRS Information Technology Security Policy and Guidance. Internal Revenue Manual (IRM) 10.8.1 . A copy of IRM 10.8.1 may be requested from the Contracting Officer or Contracting Officer's Technical Representative (COTR) or obtained from the publicly available portions of the IRM at http://www.irs.gov/irm/.

 

2. Access Request and Authorization.

 

Within (10) business days after contract award, issuance of a task order or other award notice, or acceptance of new or substitute contractor employees by the COTR, the contractor shall provide the COTR and the Contractor Security Lifecycle Program, (CSLP) a list of names of all applicable contractor employees and the IRS location(s) identified in the contract for which access is requested. A security screening, if determined appropriate by the IRS and in accordance with IRM 10.23.2. Contractor Investigations , and Department of the Treasury Security Manual (TD P) 15-71. Chapter II. Section 2 , will be conducted by the IRS for each contractor employee requiring access to IRS' IT systems, or as otherwise deemed appropriate by the COTR. The Government reserves the right to determine the fitness or suitability of a contractor employee to receive or be assigned staff-like access under a contract, and whether the employee shall be permitted to perform or continue performance under the contract. Security screenings of contractor employees which reveal the following may be grounds for declining staff-like access under a contract: conviction of a felony, a crime of violence or a serious misdemeanor, a record of arrests for continuing offenses, or failure to file or pay Federal income tax. (Note: This is not an inclusive list.) Upon notification from Personnel Security of an acceptable (favorably adjudicated) contractor employee security screening, the COTR will complete an Online 5081 (OL5081), Automated Information System (AIS) User Registration/Change Request, for each prime or subcontractor employee and require an electronic signature from each employee indicating the contractor employee has read and fully understands the security requirements governing access to the Service's IT systems. IRS approval of the OL5081 is required before a contractor employee is granted access to, use or operation of IRS IT systems. IRM 10.8.1 includes more detailed information on the OL 5081.

 

3. Contractor Acknowledgement.

 

The contractor also acknowledges and agrees that he or she understands that all contract employees must comply with all laws, IRS system security rules, IRS security policies, standards, and procedures. The contractor also acknowledges

 

 

  

Page - 9

  

TIRNO-09-C-00019 MOD# 0008

 

that a contract employee's unsanctioned, negligent, or willful violation of the laws, IRS system security rules, IRS security policies, standards, and procedures may result in the revocation of access to IRS information technology systems, immediate removal from IRS premises and the contract, and for violations of Federal statute or state laws, the contract employee may be subject to arrest by Federal law enforcement agents.

 

4.  Limited Personal Use of Government IT Resources.

 

	
a.  

	
Contractors, like employees, have no inherent right to use Government IT resources, and this policy does not create the right to use Government IT resources for nongovernmental purposes. However, as a courtesy, the privileges (and restrictions) established by IRM 10.8.27. IRS Policy On Limited Personal Use of Government Information Technology Resources for employees, are extended to contractors.

 

	
b.  

	
Contractors, like employees, have the privilege to use Government IT resources for nongovernmental purposes when such use:

 

 

 

	 o  	 involves minimal additional expense to the Government;
	 o  	 occurs during non-work hours for reasonable duration and frequency;
	   o  	 does not violate the Codes of Ethical Conduct;
	 o  	 does not overburden any of the IRS' IT resources;
	 o  	 does not adversely affect the performance of official duties;
	 o  	 does not interfere with the mission or operations of the IRS; and
	 o  	 complies with existing Federal Government, Department of the Treasury, and IRS policies for, but not limited to—ethics, security, disclosure, and privacy.

 

	
c.  

	
Contractors, like employees, are specifically prohibited from inappropriate Internet usage such as participation in: gambling, pornography, personal communication on social networking sites, peer-to-peer (P2P) file sharing, downloading unauthorized programs or software, and other activities that open IRS information or information systems to security risks. Specific examples are referenced in IRM 10.8.27. Exhibit 10.8.27-1. Prohibited Uses of Government IT Resources.

 

	
d.  

	
Contractors, like employees, are specifically prohibited from the pursuit of private commercial business activities or profit-making ventures using the Government's IT resources. The ban also includes the use of the Government's IT resources to assist relatives, friends, or other persons in such activities.

 

	
e.  

	
Contractors, like employees, are specifically prohibited from engaging in any political fundraising activity, endorsing any product or service,

 

 

  

Page - 10

  

TIRNO-09-C-00019 MOD# 0008

 

	
  

	participating in any lobbying activity, or engaging in any prohibited partisan political activity, in accordance with, Title 5 - Code of Federal Regulations (CFR) - Part 735, Office of Personnel Management, Employee Responsibilities and Conduct.

 

	
  f.  

	
Contractors, like employees, should have no expectation of privacy, while using any Government IT resources at any time, including (but not limited to) accessing the Internet or using e-mail.

 

Any unauthorized use may be reported to the Contracting Officer's Technical Representative (COTR), the Contracting Officer, and the Computer Security Incident Response Center (CSIRC) (for subsequent referral to the Department of Treasury Inspector General for Tax Administration (TIGTA) and/or the Personnel Security, Centralized Adjudication Group (CAG), as appropriate).

 

5.  Replacement Personnel.

 

The contractor acknowledges that in the event of an alleged violation of the policies and rules on access, use or operation of IRS' IT resources, the IRS, at its discretion, may immediately withdraw access privileges of the contractor employee alleged to have violated said policies and rules, and request suspension of that employee from performance under this or any IRS contract pending the conclusion of its investigation of the matter. At the conclusion of the its investigation, if the IRS determines that extended or permanent revocation of access to IRS' IT resources computer systems and/or facilities, or other disciplinary action is warranted or in its best interest, the contractor agrees to remove the contractor employee that was the subject of the investigation within one day of official notification by the IRS of its access eligibility determination, and provide a replacement within five days. Replacement personnel must be acceptable to the IRS. The proposed replacement personnel must have a substantive amount of experience in the job position in which they will be performing; including equal or greater qualifications as the individual being replaced. In evaluating proposed replacement personnel, the IRS reserves the right to make an assessment on the technical and/or professional qualifications of the proposed substituting individual(s). The Contracting Officer (on the advice and recommendation of the COTR) has the right to disallow the proposed substituting individual(s) from performing under the subject contract, when the technical and/or professional qualifications of the proposed replacement personnel are determined (1) not to be substantially equivalent to the technical and/or professional qualifications of the personnel they are to replace, or (2) not sufficient to reasonably insure successful performance, or (3) otherwise endanger contract performance, progression, or completion. New hires or replacement personnel are subject to and must receive an acceptable (favorably adjudicated) contractor employee security screening conducted by Personnel Security.

 

  

Page - 11

  

TIRNO-09-C-00019 MOD# 0008

 

6. Monitoring Notification.

 

IRS management retains the right to monitor both the content and the level of access of contractor employees' use of IRS IT systems. Contractor employees do not have a right, nor should they have an expectation, of privacy while using any IRS information technology system at any time, including accessing the Internet or using e-mail. Data maintained on government office equipment may be subject to discovery and Freedom of Information Act requests. By using government information technology systems, consent to monitoring and recording is implied with or without cause, including (but not limited to) accessing the Internet or using e-mail or the telephone. Any use of government information technology systems is made with the understanding that such use is generally not secure, is not private and is not anonymous.

 

7. Subcontracts.

 

The Contractor shall incorporate this clause in all subcontracts, subcontract task or delivery orders or other subcontract performance instrument where the subcontractor employees will require access, use or operation of IRS information technology systems.

 

 

[End of clause]

  

Page - 12

TIRNO-09-C-00019 MOD# 0008

 

 

  

Page - 13exhibit105.htm

	 	  	
Exhibit 10.5

	  	  	
OMB Control No. 1506-0080

	
AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

	
1. CONTRACT ID CODE

	
PAGE           OF           PAGES

	
1

	
5

	
2.    AMENDMENT/

   MODIFICATION NO.

       0009

	
3.  EFFECTIVE DATE

    See Block 16C

	
4.  REQUISITION/PURCHASE REQ. NO.

W-6-W2-03-TP-R03 027

	
5.  PROJECT NO. (If applicable)

	
6.   ISSUED BY CODE

Internal Revenue Service

6009 Oxon Hill Road, Suite 500

Oxon Hill, MD 20745

	
IRS0088

	
7.  ADMINISTERED BY (If other than Item 6)                           

See Item 6

	
CODE

	
8.   NAME AND ADDRESS OF CONTRACTOR (No. Street, county, State and ZIP Code)

 

OFFICIAL PAYMENTS CORPORATION  00051397

2333 SAN RAMON VALLEY BOULEVARD STE# 450

SAN RAMON, CA 945834456

 

OFFICIAL PAYMENTS CORPORATION

	
(x)

	
9A.  AMENDMENT OF SOLICITATION NO.

	  

x

	
9B.  DATED (SEE ITEM 11)

	
10A.  MODIFICATION OF CONTRACT/ORDER NO.

TIRNO-09-C-0019

	
 

	
10B.  DATED (SEE ITEM 13)

04/23/2009

	
CODE

	
FACILITY CODE

	
11.  THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

	
o  The above numbered solicitation is amended as set forth in Item 14.  The hour and date specified for receipt of Offers o  is extended,  o  is not extended.

 

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or amended, by one of the following methods:

 

(a) By completing Items 8 and 15, and returning _____ copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted; or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers.  FAILURE OF YOUR ACKNOWLEDGEMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATA SPECIFIED MAY RESULT IN REJECTION OF YOUR OFFER.  If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and data specified.

	
12.  ACCOUNTING AND APPROPRIATION DATA (if required)

None Net Increase: $0.00

	
13.  THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS,

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

	
(x) 

	
A.THIS CHANGE ORDER IS ISSUED PURSUANT TO:  (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER NO. IN ITEM 10A.

	  	
B.THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14. PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

	  	
C.THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

	
X

	
D.OTHER Specify type of modification and authority)

Mutual Agreement Between the Parties.

	
E.      IMPORTANT:  Contractor o is not,  x  is required to sign this document and return   1   copies to the issuing office.

	
14.  DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

 

The purpose of this modification is as follows:

 

1.  Section C.10 - SCHEDULE OF PERFORMANCE - is hereby changed as stated herein.

 

2.  Section C.1.5 - CONTRACT REQUIREMENTS Section-is limited to the number of URLs and the receipt of proposals to the contract.

 

3.  All other items and conditions remain unchanged.

 

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

	
15A.  NAME AND TITLE OF SIGNER (Type or print)

Alex P. Hart, CEO

	
16A.  NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

DIANNE L GOOSBY 202-283-1207 / CONTRACT SPECIALIST

	
15B.  CONTRACTOR/OFFEROR

/s/ Alex P. Hart

       (Signature of person authorized to sign)

	
15C.  DATE SIGNED

04/06/11

	
16B.  UNITED STATES OF AMERICA

  BY /s/ Dianne L. Goosby

         (Signature of Contracting Officer)

	
16C.  DATE SIGNED

3/24/2011

	
NSN 7540-01-152-8070

PREVIOUS EDITION UNUSABLE

	
30-105

Computer Generated

	
STANDARD FORM 30 (REV. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

 

  

  

  

TIRNO-09-C-00019 MOD# 0009

C.10  SCHEDULE OF PERFORMANCE

 

The Contractor shall provide a project plan (WBS) for system and application development which shall include the events and dates listed in the chart below. The dates are tentative and must be coordinated with the COTR and IRS's representative authorized to perform the system security and functional application testing (IV&V). The timeframes may be modified under the COTR's direction and will be updated annually as contract option years are exercised.

 

	
Responsible

	
Event

	
Anticipated

	
Party

	  	
Due Dates

	
Contractor

	
Provide UNAX briefing documentation

	
03/31/2011

	
All

	
Annual Requirements Review for FS 2012

	
05/06/2011

	
Contractor

	
Provide draft WBS (including requirements, development, testing and implementation phases)

	
05/13/2011

	
IRS

	
Provide comments on draft WBS

	
05/20/2011

	
Contractor

	
Deliver base lined WBS

	
05/30/2011

	
Contractor

	
Deliver Initial FS 2011 Findings Report

	
06/01/2011

	
Contractor

	
Deliver Initial FS 2011 Marketing Report

	
06/01/2011

	  	
Deliver Initial Functional Requirements/User Interface

	  
	
Contractor

	
Documentation and workflow schematics; including scripts, web

	
06/27/2011

	  	
text & screen shots, business rules, etc.

	  
	
IRS

	
Provide initial comments on draft Functional Documentation

	
07/11/2011

	  	
(iterative process)

	  
	
Contractor

	
Obtain signed contracts with other participating subcontractors, if applicable

	
07/15/2011

	
Contractor

	
Deliver Transaction Processing Network Documentation

	
07/18/2011

	
Contractor

	
Deliver Final Functional Requirements/User Interface Documentation

	
08/15/2011

	
Contractor

	
Deliver Trusted Facility Manual

	
08/22/2011

	
Contractor

	
Deliver Final Test Plans and Test Cases

	
08/29/2011

	
Contractor

	
Begin internal application testing

	
09/06/2011

	
Contractor

	
Deliver FS 2012 Marketing Plan

	
09/19/2011

	
IRS

	
Provide comments on Marketing Plan

	
09/26/2011

	
IRS

	
Provide revised credit card chargeback procedures, if applicable

	
10/03/2011

	
Contractor

	
Complete internal application testing

	
10/28/2011

	
Contractor

	
Begin full circle integrated test with IRS/TFA (subject to change) 

	
10/31/2011

	
Contractor

	
Complete full circle integrated test with IRS/TFA (subject to change)

	
11/14/2011

	
Contractor

	
Complete all testing and obtain bulk provider certification from TFA

	
12/05/2011

	
Contractor

	
Implement Electronic Payment Services for FS 2012

	
01/01/2012

	
IRS

	
Provide hyperlink from the IRS web site to the Contractor's Web

	
01/06/2012

	  	
page

	  
	
Contractor

	
Deliver Supplemental F5 2012 flirtings Report

	
02/01/2012

 

 

  

Page - 2

  

TIRNO-09-C-00019 MOD# 0009

 

	
Responsible

	
Event

	
Anticipated

	
Party

	  	
Due Dates

	
Contractor

	
Deliver Supplemental FS 2012 Marketing Report

	
02/01/2012

 

 

  

Page - 3

  

TIRNO-09-C-00019 MOD# 0009

C.1.5    CONTRACT REQUIREMENTS

 

The Contractor shall accept MasterCard and VISA Credit and Debit, American Express, Discover, NYCE, PULSE, and STAR cards for making federal tax payments.

 

The Contractor shall accept by way of Web applications only, two new additional payment options for payment of federal taxes. (1) Bill Me Later (BML) and (2) American Express Membership Rewards. The Contractor shall introduce a new federal only website URL: (Official Payments Federal Payments Website (www.officialpavments.com/fed). in which all Web applicants will have access to, for making federal tax payments. The Contractor shall introduce a new federal only IVR: (Official Payments Federal Payments IVR (888-UPAY-TAX), in which all applicants will have access to, for making federal tax payments.

 

Some transactions charge a convenience fee of 2.35% of the tax payment with a $3.95 minimum fee, if you are making a credit card payment. Other transactions charge a flat/fixed rate fee of $3.95 per transaction, if you are making a debit card payment. The convenience fee charge is based on the method and card being used.

 

The Contractor shall notify IVR applicants that the additional payment options and website URL, are available to Web applicants only. The Contractor will also inform the IVR applicants that the 2.35% convenience fee (with a $3.95 minimum) and the flat/fixed rate fee of $3.95, as applicable, shall also be available to IVR applicants.

 

The contractor shall provide a program for American Express eligible card members who make a payment of $100,000.00 or more a reduced convenience fee of 2.10%. The transactions will be processed by an OPC Customer Service representative via the customer service application that the IRS has approved. This program will not require changes to any of the applications that would require an audit or retest to implement the program.

 

The Contractor shall introduce the one new payment option, the new website URL, and the new IVR that is listed above, on January 1, 2010 for the commencement of the 2010 Filing Season.

 

The Contractor shall accept by way of Web applications only for Option Year Two (January 1, 2011 through December 31, 2011), a new additional payment option for payment of federal taxes: Accel Pinless Debit Card. The Contractor shall introduce a new federal only website URL: (www.ChoicePav.com/MasterCard). in which all Web applicants will have access to, for making federal tax payments.

 

Accel Pinless Debit Card transactions will have a flat/fixed rate fee of $3.95 per transaction. The federal only website URL: (www.ChoicePav.com/MasterCard) will have a convenience fee of 1.9%.

 

The Contractor shall notify IVR applicants that the additional payment option and website URL, are available to Web applicants only.

 

  

Page - 4

  

TIRNO-09-C-00019 MOD# 0009

The Contractor shall introduce the new payment option and the new website URL that are listed above, on January 1, 2011 for the commencement of the 2011 Filing Season.

 

The Contractor shall only submit proposals incorporating any changes to the contract after the Annual Requirements Review Meeting (Kickoff) through June 30th of each year.

 

 

The Contractor shall be limited to the number of URLs displayed on IRS.gov (section Pay Taxes by Credit or Debit Card). No more than 2 URLs are to be promoted in the E-Pay list, and no more than 1 URL in the integrated File & Pay list.

 

  

Page - 5

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