SF30 -Amendment 2- 2023H2-25-R-00007 SIGNED BY DV.pdf

Previous edition unusable STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

PAGE OF PAGES

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

(a) By completing items 8 and 15, and returning or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE 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 letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

2. AMENDMENT/MODIFICATION NUMBER 3. EFFECTIVE DATE 4. REQUISITION/PURCHASE REQUISITION NUMBER 5. PROJECT NUMBER (If applicable)

7. ADMINISTERED BY (If other than Item 6) CODE

FACILITY CODE

9A. AMENDMENT OF SOLICITATION NUMBER

9B. DATED (SEE ITEM 11)

10A. MODIFICATION OF CONTRACT/ORDER NUMBER

10B. DATED (SEE ITEM 13)

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

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

12. ACCOUNTING AND APPROPRIATION DATA (If required) copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

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

IT MODIFIES THE CONTRACT/ORDER NUMBER AS DESCRIBED IN ITEM 14.

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT ORDER

NUMBER IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation data, 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)

6. ISSUED BY CODE

8. NAME AND ADDRESS OF CONTRACTOR (Number, street, county, State and ZIP Code) (X)

CODE

See Attached Schedule(s)

FAR 15.206(e)

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

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

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.

2023H2-25-R-00007

Office of Procurement Operations-Criminal Investigations Branch 1248 North University Drive Plantation, FL 33322 Attn: Diana Vitenko

CONTINUE

15C. DATE SIGNED

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

16C. DATE SIGNED

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

15B. CONTRACTOR/OFFEROR

(Signature of person authorized to sign)

16B. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

Contracting Officer

0002 8/262025

XX

Denise Alvarez

Previous edition unusable STANDARD FORM 30 (REV. 11/2016) Prescribed by GSA FAR (48 CFR) 53.243

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

1. CONTRACT ID CODE

PAGE OF PAGES

2 2 Amendment No. 0001 to Solicitation SOLICITATION NO.— Effective 8/25/2025

Pursuant to FAR 15.206, the Solicitation is amended as follows. Offerors shall incorporate these changes in their proposals. All other terms and conditions of the Solicitation remain unchanged.

1. Deleted FAR Clauses (remove from Section V / contract clauses):

• FAR 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items.

• FAR 52.223-10, Waste Reduction Program.

• FAR 52.223-2, Affirmative Procurement of Biobased Products Under Service and Construction Contracts.

• FAR 52.219-32, Orders Issued Directly Under Small Business Reserves.

Note: All small-business set-aside related clauses have been removed from the solicitation. This includes, but is not limited to, FAR 52.219-32 and FAR 52.219-6 (and any other small-business set-aside clauses previously included).

2. Added FAR Clauses (insert into Section V / contract clauses):

• FAR 52.219-9, Small Business Subcontracting Plan.

• FAR 52.219-16, Liquidated Damages—Subcontracting Plan.

3. Section III — Instructions to Offerors

• Added requirement: An Individual Small Business Subcontracting Plan is required from other-than-small offerors and shall be submitted as a separate volume of the proposal (see revised Section Instructions to Offerors). The subcontracting plan must comply with FAR 52.219-9(d) and will be reviewed and approved by the Contracting Officer prior to award. (If the offeror has an approved master/commercial subcontracting plan that covers the scope/NAICS of this requirement, documentation of that approval may be submitted in lieu of an individual plan.)

4. Attachments

• Added Attachment 1: Sub-CLINs and Estimated Quantities (for planning purposes only).

• Added Attachment 2: POD (Point of Distribution) Locations.

• Added Attachment 3: Draft Quality Assurance Surveillance Plan (QASP) — FOR INFORMATION ONLY — NOT PART OF THE CONTRACT. The draft QASP is provided to assist offerors in preparing the Quality Control Plan (QCP) and is not binding;

the Government will prepare and maintain the final QASP used for contract surveillance.

• Added Attachment 4: SF1019A

5. Proposal Due Date / Closing

• The solicitation closing date is hereby extended from August 27, 2025 to September 3, 2025. Proposals are due on September 3, 2025 at 5:00 PM Eastern. Offerors who already submitted proposals may revise and resubmit proposals in accordance with the revised closing date.

All revisions described above are incorporated into the solicitation by this amendment.

PART I

Line Item Table Item No. FSC Item Description QTY Unit Unit Price Total Value

0001 621111 Applicant Screening Applicant Screening - POP:

10/01/2025-09/30/2026

1.000 JB

0002 621111

Incumbent Annual Screening Incumbent Annual Screening - POP:

10/01/2025 - 09/30/2026

1.000 JB

0003 621111

Fitness For Duty Exam and/or IME Fitness For Duty Exam and/or Independent Medical Exam

- POP: 10/01/2025 -

09/30/2026

1.000 JB

0004 621111

Reviewing Medical Officer Svcs Reviewing Medical Officer Services Hourly Rates - POP: 10/01/2025 - 09/30/2026

1.000 JB

0005 621111 Immunizations Immunizations - POP:

10/01/2025 - 09/30/2026

1.000 JB

0006 621111

Breath Alcohol Testing Breath Alcohol Testing -

POP: 10/01/2025 -

09/30/2026

1.000 JB

0007 621111

Miscellaneous Program (MSC) Miscellaneous Program (MSC) - POP:

10/01/2025 - 09/30/2026

1.000 JB

0008 621111

General Travel (MSC) General Travel (MSC) -

POP: 10/01/2025 -

09/30/2026

1.000 JB

0009 621111

Other Direct Costs (MSC) Other Direct Costs (MSC) -

POP: 10/01/2025 -

09/30/2026

1.000 JB

1001 621111

OY1 - Applicant Screening OY1 - Applicant Screening

- POP: 10/01/2026 -

09/30/2027

1.000 JB

1002 621111 OY1 - Incumbent Annual Screening OY1 - Incumbent 1.000 JB

Annual Screening - POP:

10/01/2026 - 09/30/2027

1003 621111

OY1 - Fitness For Duty Exam and/or IME OY1 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2026 - 09/30/2027

1.000 JB

1004 621111

OY1 - Reviewing Medical Officer Svcs OY1 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2026 -

09/30/2027

1.000 JB

1005 621111 OY1 - Immunizations OY1

- Immunizations - POP:

10/01/2026 - 09/30/2027

1.000 JB

1006 621111

OY1 - Breath Alcohol Testing OY1 - Breath Alcohol Testing - POP:

10/01/2026 - 09/30/2027

1.000 JB

1007 621111

OY1 - Miscellaneous Program (MSC) OY1 - Miscellaneous Program

(MSC) - POP: 10/01/2026 -

09/30/2027

1.000 JB

1008 621111

OY1 - General Travel (MSC) OY1 - General Travel (MSC) - POP:

10/01/2026 - 09/30/2027

1.000 JB

1009 621111

OY1 - Other Direct Costs (MSC) OY1 - Other Direct Costs (MSC) - POP:

10/01/2026 - 09/30/2027

1.000 JB

2001 621111

OY2 - Applicant Screening OY2 - Applicant Screening

- POP: 10/01/2027 -

09/30/2028

1.000 JB

2002 621111

OY2 - Incumbent Annual Screening OY2 - Incumbent Annual Screening - POP:

10/01/2027 - 09/30/2028

1.000 JB

2003 621111

OY2 - Fitness For Duty Exam and/or IME OY2 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2027 - 09/30/2028

1.000 JB

2004 621111

OY2 - Reviewing Medical Officer Svcs OY2 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2027 -

09/30/2028

1.000 JB

2005 621111 OY2 - Immunizations OY2 1.000 JB

- Immunizations - POP:

10/01/2027 - 09/30/2028

2006 621111

OY2 - Breath Alcohol Testing OY2 - Breath Alcohol Testing - POP:

10/01/2027 - 09/30/2028

1.000 JB

2007 621111

OY2 - Miscellaneous Program (MSC) OY2 - Miscellaneous Program

(MSC) - POP: 10/01/2027 -

09/30/2028

1.000 JB

2008 621111

OY2 - General Travel (MSC) OY2 - General Travel (MSC) - POP:

10/01/2027 - 09/30/2028

1.000 JB

2009 621111

OY2 - Other Direct Costs (MSC) OY2 - Other Direct Costs (MSC) - POP:

10/01/2027 - 09/30/2028

1.000 JB

3001 621111

OY3 - Applicant Screening OY3 - Applicant Screening

- POP: 10/01/2028 -

09/30/2029

1.000 JB

3002 621111

OY3 - Incumbent Annual Screening OY3 - Incumbent Annual Screening - POP:

10/01/2028 - 09/30/2029

1.000 JB

3003 621111

OY3 - Fitness For Duty Exam and/or IME OY3 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2028 - 09/30/2029

1.000 JB

3004 621111

OY3 - Reviewing Medical Officer Svcs OY3 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2028 -

09/30/2029

1.000 JB

3005 621111 OY3 - Immunizations OY3

- Immunizations - POP:

10/01/2028 - 09/30/2029

1.000 JB

3006 621111

OY3 - Breath Alcohol Testing OY3 - Breath Alcohol Testing - POP:

10/01/2028 - 09/30/2029

1.000 JB

3007 621111

OY3 - Miscellaneous Program (MSC) OY3 - Miscellaneous Program

(MSC) - POP: 10/01/2028 -

09/30/2029

1.000 JB

3008 621111

OY3 - General Travel (MSC) OY3 - General Travel (MSC) - POP:

10/01/2028 - 09/30/2029

1.000 JB

3009 621111

OY3 - Other Direct Costs (MSC) OY3 - Other Direct Costs (MSC) - POP:

10/01/2028 - 09/30/2029

1.000 JB

4001 621111

OY4 - Applicant Screening OY4 - Applicant Screening

- POP: 10/01/2029 -

09/30/2030

1.000 JB

4002 621111

OY4 - Incumbent Annual Screening OY4 - Incumbent Annual Screening - POP:

10/01/2029 - 09/30/2030

1.000 JB

4003 621111

OY4 - Fitness For Duty Exam and/or IME OY4 - Fitness For Duty Exam and/or Independent Medical Exam - POP: 10/01/2029 - 09/30/2030

1.000 JB

4004 621111

OY4 - Reviewing Medical Officer Svcs OY4 - Reviewing Medical Officer Services Hourly Rates -

POP: 10/01/2029 -

09/30/2030

1.000 JB

4005 621111 OY4 - Immunizations OY4

- Immunizations - POP:

10/01/2029 - 09/30/2030

1.000 JB

4006 621111

OY4 - Breath Alcohol Testing OY4 - Breath Alcohol Testing - POP:

10/01/2029 - 09/30/2030

1.000 JB

4007 621111

OY4 - Miscellaneous Program (MSC) OY4 - Miscellaneous Program

(MSC) - POP: 10/01/2029 -

09/30/2030

1.000 JB

4008 621111

OY4 - General Travel (MSC) OY4 - General Travel (MSC) - POP:

10/01/2029 - 09/30/2030

1.000 JB

4009 621111

OY4 - Other Direct Costs (MSC) OY4 - Other Direct Costs (MSC) - POP:

10/01/2029 - 09/30/2030

1.000 JB

Delivery Schedule Delivery Address Item No. QTY Delivery Date

IRS Internal Revenue Service

ALUS

0001 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0002 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0003 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0004 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0005 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0006 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0007 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0008 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

0009 1.000 09/30/2026

IRS Internal Revenue Service

ALUS

1001 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1002 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1003 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1004 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1005 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1006 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1007 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1008 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

1009 1.000 09/30/2027

IRS Internal Revenue Service

ALUS

2001 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2002 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2003 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2004 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2005 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2006 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2007 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2008 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

2009 1.000 09/30/2028

IRS Internal Revenue Service

ALUS

3001 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3002 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3003 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3004 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3005 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3006 1.000 09/30/2029

IRS Internal Revenue Service 3007 1.000 09/30/2029

ALUS

IRS Internal Revenue Service

ALUS

3008 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

3009 1.000 09/30/2029

IRS Internal Revenue Service

ALUS

4001 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4002 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4003 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4004 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4005 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4006 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4007 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4008 1.000 09/30/2030

IRS Internal Revenue Service

ALUS

4009 1.000 09/30/2030

Internal Revenue Service (IRS)

CRIMINAL INVESTIGATION MEDICAL SERVICES

Request for Proposal (RFP)

2023H2-25-R-00007

Due Date for Proposals: 9/03/2025

Table of Contents

Section I – Page 12 – Overview

Section II – Page 14 – General and Administrative Information

Section III – Page 17 – Evaluation Criteria and Instructions to Quoters

Section IV – Page 28– Performance Work Statement (PWS)

Section V – Page 50 – Provisions and Clauses

Section I – Overview

The IRS is competitively soliciting Request for Proposals for a Firm-Fixed Price, Four-Year Indefinite Delivery Indefinite Quantity Contract as a single award. The anticipated contract will consist of a one-year base period and (4) four one-year option periods. Obligation of funds and specific quantities will be ordered through individual task orders.

This acquisition will be based on full and open competition among all sources responding to the Request for Proposals (RFP) advertised in the Federal Business Opportunities (FBO)/SAM.gov. The Request for Proposal (RFP) will be solicited under The North American Industry Classification Code System (NAICS) code is 621111 Offices of Physicians (except Mental Health Specialists) and the small business size standard is $16 million. This competitive solicitation is being issued as Unrestricted and will be conducted in accordance with FAR 16 Indefinite Delivery Indefinite Quantity.

Contractor is required to be actively in the System for Award Management (SAM).

Contractor proposal may be considered non-compliant and rejected if the Contracting Officer is unable to verify active registration status.

1. Authority

Pursuant to FAR 16, a single IDIQ order will be awarded to a single contractor as a result of this Request for Proposal (RFP).

2. Period of Performance

The period of performance for this contract includes a 12-month base period and four (4) 12- month options. The anticipated period of performance for the base period will be October 1, 2025, thru September 30, 2030, with the four (4) option years as follows:

Option Year One: October 1, 2026 – September 30, 2027 Option Year Two: October 1, 2027 – September 30, 2028 Option Year Three: October 1, 2028 – September 30, 2029 Option Year Four: October 1, 2029 – September 30, 2030

3. Place of Performance

IRS-CI is seeking a medical contractor to provide medical services for applicant and incumbent special agents (“incumbents”) across the United States and Puerto Rico

4. Order Type

The order will be Firm Fixed Price (FFP).

5. Acquisition Regulations

This RFP and incorporated provisions and clauses are those in effect through Federal Acquisition Circular (FAC) 2025-01, Department of Treasury Acquisition Regulation (DTAR) 3/11/2021 edition, and the IRS Acquisition Policy effective 2/15/2025.

Section II - General and Administrative Information

1. Contracting Officer (CO) and Contract Specialist (CS)

(a) The CO is the only person authorized to approve changes to or modify any of the requirements under the order. In the event the Contractor effects any such change 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 expenses incurred as a result thereof.

CO is:

Name:

Email:

Phone:

CS is:

Name:

Email:

Phone:

Denise Alvarez

Denise.Alvarez@irs.gov

Diana Vitenko

Diana.vitenko2@irs.gov

(510) 907-5083 mailto:Joseph.A.Varoz@irs.gov mailto:Diana.vitenko2@irs.gov

2. Contracting Officer Representative (COR)

The COR has responsibility for receipt and acceptance of the contract-level deliverables and reports and past performance reporting for the contract. The COR supports the CO and PM in the general management of the program.

Name: Charlotte L Garcia

Email: charlotte.garcia@ci.irs.gov

3. Unauthorized Work

The Contractor is not authorized at any time to commence Order performance prior to the issuance of a signed Order or other written approval provided by the CO to begin work.

4. Invoicing Notification and Support Documentation

The Contractor shall invoice in accordance with the Pricing Schedule agreed upon in the awarded Order. The Contractor shall submit payment requests and receiving reports using IPP Invoicing, Receipt, and Acceptance application which is a secure Government web-based system for electronic invoicing, receipt, and acceptance. The Contractor shall include all supporting documentation to the invoice in IPP. When requested by the COR, the Contractor shall directly provide a soft copy of the invoice and any supporting invoice documentation directly to the COR within 24 hours of request to assist in validating the invoiced amount against the products/services provided during the billing cycle.

5. Advertisements, Publicizing Awards and News Releases

Under no circumstances shall the Contractor, or anyone acting on behalf of the Contractor, refer to the supplies, services, or equipment furnished pursuant to the provisions of this contract in any publicity/ news release or commercial advertising without first obtaining explicit written consent to do so from the Contracting Officer. This restriction does not apply to marketing materials developed for presentation to potential government customers of this contract vehicle.

mailto:charlotte.garcia@ci.irs.gov

The Contractor agrees not to refer to awards in commercial advertising in such a manner as to state or imply that the product or service provided is endorsed or preferred by the Federal Government or is considered by the Government to be superior to other products or services.

6. Contract Administration

The Contracting Officer, in accordance with FAR Subpart 1.6, is the only individual authorized to enter into, administer, and terminate work under this contract. Notwithstanding any clauses contained elsewhere in this contract, this said authority remains solely with the Contracting Officer. In the event the Contractor makes any changes at the direction of any person other than the Contracting Officer, 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.

Section III – Evaluation Criteria and Instructions for Proposals

EVALUATION PLAN

RFQ Number 2023H2-25-R-00007

IRS Criminal Investigation Medical Services

I. INTRODUCTION

This Price and Technical Evaluation Plan (TEP) is to establish the procedures and factors for evaluation of proposals for the Internal Revenue Service (IRS). The plan was developed in accordance with FAR Part

16.5. The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel) being more important than price. The Government is more concerned with obtaining superior technical capability than making an award at the lowest priced offer. The importance of price may increase as the difference in technical proposals decreases.

**** INSTRUCTIONS FOR Q & A ATTACHMENT

SPECIAL INSTRUCTIONS TO BIDDER:

Bidder shall submit Q & A Attachment to the Contracting Officer by August 20, 2025 8:00am (EAST COAST TIME). Q & A attachments must be emailed to: Diana.Vitenko2@irs.gov

**** SUBCONTRACTING PLAN SUBMISSION (APPLICABLE TO OTHER-THAN-SMALL OFFERORS)

(a) Pursuant to FAR Subpart 19.7 and FAR 52.219-9, an apparent awardee that is an other-than-small business and whose offer is expected to meet or exceed the statutory threshold ($750,000 for services/supplies;

$1,500,000 for construction) must submit a Small Business Subcontracting Plan.

(b) Offerors shall submit their Small Business Subcontracting Plan as a separate volume (Volume 3) of their proposal. Do not include your plan as a Price Volume. The plan must be organized in accordance with FAR 52.219-9(d) and must include separate dollar and percentage goals for the designated small business categories and the assurances required by FAR 52.219-9(d)(9).

(c) If the offeror has an approved master or commercial subcontracting plan that covers the scope/NAICS of this solicitation, provide documentation of prior approval and the master plan instead of an individual plan.

(d) Award will not be made until the Contracting Officer has approved the subcontracting plan; failure to submit an acceptable plan or acceptable master plan documentation when required will render the offer ineligible for award. 17

EVALUATION OF SUBCONTRACTING PLAN

Small Business Subcontracting. All Offerors, regardless of business size, shall submit small business participation information as discussed below. In addition, Offerors that do not qualify as small businesses under NAICS 621111 shall provide a Small Business Subcontracting Plan pursuant to FAR clause 52.219-9, Small Business Subcontracting Plan.

A. Small Business Participation.

Offerors shall submit information which addresses how they expect to include small businesses in the performance of the contract. All Offerors shall:

1. Identify the extent to which small business (SB), veteran-owned small business (VOSBs), service-disabled veteran-owned small business (SDVOSBs), HUBZone small business (HUBZone), small disadvantaged business (SDBs) and woman-owned small business (WOSB) concerns will be utilized in the performance of the contract. If the Offeror is itself a small business, the Offeror shall also identify its own participation as a SB, VOSB, SDVOSB, HUBZone, SDB or WOSB;

2. Identify the names of the SB, VOSB, SDVOSB, HUBZone small business, SDB or WOSB concerns who will participate on the contract, the supplies and/or services to be performed and the estimated total dollars of such work;

3. If applicable, address the extent of commitment to utilize team members in performance of the contract (for example, length of the relationship, whether there is a written agreement, and key elements of the agreements); and

4. Provide prior performance information, if any, on no more than five (5) contracts that were performed within the three years from the proposal submission date which included FAR clause 52.219-8, “Utilization of Small Business Concerns” and/or FAR clause 52.219-9, “Small Business Subcontracting Plan” and show the actual performance or compliance with these FAR clauses. Offeror’s Prior Performance Information shall include the following:

(a). Name of the contracting activity;

(b). Contract number;

(c). Total contract value;

(d). List of major subcontractors/teaming partners;

(e). The role(s) of the subcontractor(s) involved;

(f). The applicable goals and actual performance (dollars and percentages) for subcontracting with the types of small business concerns listed in FAR clause 52.219-9;

(g). A Subcontracting Report for Individual Contracts (ISR), Summary Subcontract Report (SSR) and any other documentation of actual accomplishments of the goals established under the subcontracting plans of prior contracts, identifying historical performance for each SB goal category, the goal approved for each category, and the actual goal achievement; and (h). If applicable, Offeror may provide information on subcontracting related problems encountered on the contracts identified above, and corrective actions taken to resolve those problems.

B. Small Business Subcontracting Plan.

Offerors that are not small businesses under 621111 shall submit a Small Business Subcontracting Plan as required by FAR clause 52.219-9, Small Business Subcontracting Plan. Offerors are advised that the Treasury has set the following small business goals for this acquisition: SB concerns 25%; SDB concerns 5%; WOSB concerns 5%; SDVOSB concerns 5%; and HUBZone small business concerns 3%. These goals are expressed as a percentage of total planned subcontracting dollars. Treasury goals should be considered by the Offeror in developing its small business approach.

Attachment 4 of this solicitation is the subcontract plan form Offerors are to complete in order to meet this requirement. The use of this form is not intended to waive other requirements that may be applicable under FAR clause 52.219-9.

II. Evaluation Process

a. General – TEC members will evaluate each proposal in accordance with the evaluation factors for award as stated in the solicitation and will consider only those items that are included in the offeror’s response and the information related to the evaluation factors.

b. Rating Methodology — The following methodology will be used in evaluating proposals under RFP Number 2023H2-25-R-00007 entitled, “Criminal Investigation Medical Services.”

(1) The evaluation will use an adjectival rating system detailed in the Evaluation Instructions Adjectival rating standards have been established for the purpose of using the same set of values used by all evaluators in arriving at their independent judgments. TEP members will each individually arrive at ratings without consulting the panel and later create consensus ratings.

(2) The assignment of adjectival scores establishes the relative rank of that proposal with respect to determining which offer is most advantageous to the government. All evaluators must remember, however, that assignment of an adjectival rating is a guide only. The underlying rationale for the rankings must be presented in the evaluation report and ultimately to the unsuccessful offerors.

(3) The adjectival ratings are: EXCELLENT, GOOD, SATISFACTORY, MARGINAL, and UNSATISFACTORY. Evaluators will assess the information provided by the offeror’s technical proposal and assign an adjectival rating for each evaluation factor. Each adjectival rating must be supported by a narrative evaluation signed by the team, which discusses strengths and weaknesses that were considered in the rating.

(4) Technical Evaluation Report – The technical evaluation report is an analysis of all quotations based on the evaluation factors in the RFQ. All members of the evaluation panel will individually complete a Technical Evaluation Individual Worksheet. At the conclusion of the evaluation, the TEC will document its findings in the Technical Evaluation Report. The report shall include a narrative summary of facts and findings

The report must include:

(i) Group Consensus Ratings for each quotation.

(ii) Adjectival ratings for all technical evaluation factors for each quotation, and

(iii) A detailed narrative for each quotation discussing the deficiencies, strengths, weaknesses and risks with respect to each evaluation factor.

(5) Price Evaluation

(1) Price analysis will be used to evaluate the price factor.

(2) (2) The IRS will select an offeror for award on the basis of best value by using a trade-off of technical ratings and price.

(3) Cost/Price will be evaluated by the CO

c. Award - The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel) being more important than price. The Government is more concerned with obtaining superior technical capability than making an award at the lowest priced offer. The importance of price may increase as the difference in technical proposals decreases. Award will be made to the Offeror whose proposal is determined to provide the “best value” to the Government. This process permits tradeoffs among cost or price and non-cost factors and allows the Government to award to other than the lowest priced proposal or other than the highest technically rated Offeror.

III. Evaluation Criteria

Proposals will be evaluated under three (3) factors. Factors 1-2 are listed in descending order of importance. The selection of the winning Contractor for this acquisition will be performed on a best value, trade-off basis with technical considerations (Technical Approach and Management Approach and Key Personnel being more important than price.

Factor 1: Technical Approach

Factor 2: Management Approach and Key Personnel

Factor 3: Price

Members of the TEC will be evaluating the following technical factors:

Factor 1: Technical Approach

Factor 2: Management Approach and Key Personnel

The Contracting Officer will evaluate the following factors with input from the TEC:

Factor 3: Price

Factor 1 - Technical Approach

Technical Approach will be assessed on the offeror’s ability to demonstrate a clear understanding of the work to be performed. The proposed technical solution shall demonstrate the Offeror’s ability to successfully execute their approach to this acquisition as cited in the Performance Work Statement (PWS). The offeror’s proposal shall outline an effective, efficient, achievable approach for accomplishing the work to be performed by this task order within the timeline specified by the performance periods.

Factor 2 – Management Approach and Key Personnel

The Government will evaluate the Contractor’s task order key personnel and staffing plan to the required support of the PWS. The Government will evaluate the following:

Staffing Plan – The Government shall evaluate the staffing plan based on relevant experience, skill mix and core responsibilities for the staff proposed for each Task. Proposal clearly defines and describes proposed staffing levels by Task.

Availability of Staff - The IRS will evaluate the Contractor’s proposal to ensure adequate Contractor staff resources are available to handle ad hoc meetings, answer questions, provide clarification and other deliverables as needed.

Key Personnel Roles - The Contractor’s proposal on key staffing projection to fulfill technical ability to successfully execute daily operations. The Government will evaluate the Contractor’s resumes for key personnel roles in their proposal.

Factor 3: Price

For purposes of evaluation, the total evaluated price shall include the base period (including pricing for each task), all optional tasks, option periods, to include the option under FAR 52.217-8, travel, and all other costs or prices, as applicable. Price will be evaluated but will not be assigned an adjectival rating.

The Government will evaluate the price proposal to determine if the total evaluated price is fair and reasonable, reflects a clear understanding of the requirements, and is consistent with the Offeror’s technical proposal.

The Government may use various price analysis techniques and procedures to ensure a fair and reasonable price. Examples of such techniques include but are not limited to a comparison of proposed prices received in response to the solicitation.

The Government will evaluate proposals 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 options.

Note: Evaluation of the option under FAR 52.217-8, Option to Extend Services, will be accomplished by using the pricing offered for the last option period.

IV. RATINGS

During the evaluation of each proposal, the Government will assign each evaluation factor an adjectival rating as indicated below. Ratings will focus on the strengths, weaknesses, and deficiencies of responses to each evaluation factor.

Significant Strength: An attribute in the quotation that exceeds the requirement and is very likely to lead or contribute to successful contract performance.

Strength: An attribute in the quotation that exceeds the requirement and is likely to lead or contribute to successful contract performance.

Weakness: A flaw in the quotation that increases the risk of unsuccessful contract performance.

Significant Weakness: A flaw in the quotation that significantly increases the risk of unsuccessful contract performance.

Deficiency: A material failure of an offer to meet a government requirement or a combination of weaknesses or significant weaknesses in an offer that increases the risk of unsuccessful contract performance to an unacceptable level.

Rating Definitions for Technical Approach and Management Approach and Key Personnel Factors

Excellent

The proposal meets all requirements and exceeds several. The proposal contains several strengths or significant strengths, which indicate proven capabilities that will substantially benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths greatly offset the weaknesses. Based on the information provided, the contractor demonstrates an exceptional understanding of the services required to exceed most contract requirements. No more than a very low risk of unsuccessful performance.

Good

The proposal meets all requirements and exceeds at least one. The proposal contains one or more strengths or significant strengths, which indicate proven capabilities that will benefit the Government. The proposal may contain weaknesses that do not require discussions.

The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths offset the weaknesses. Based on the information provided, the contractor demonstrates a good understanding of the services required to exceed some contract requirements. No more than a low risk of unsuccessful performance.

Satisfactory

The proposal meets all requirements. The proposal may contain at least one strength or significant strength. The proposal may contain some weaknesses that will not prevent completion of the contract. The proposal contains no deficiencies. Collectively, strengths and weaknesses are balanced. Based on the information provided, the contractor demonstrates a satisfactory level of understanding of the services required to meet contract requirements. No more than a moderate risk of unsuccessful performance.

Marginal

The proposal outlines a marginally achievable approach for meeting the requirements as defined in the PWS. The proposal’s weaknesses outweigh any strengths. The proposal contains no deficiencies.

Based on the information provided, the contractor demonstrates a marginal level of understanding of the services required to meet contract requirements.

The risk of unsuccessful contract performance is moderate to high.

Unsatisfactory

The proposal fails to address or meet all the requirements. The proposal has at least one deficiency or multiple significant weaknesses. Based on the information provided, the contractor does not understand the requirement or the scope of work necessary; and/or the proposal presents unacceptably high risk of unsuccessful performance.

An unsatisfactory rating for any factor will render the entire proposal unsatisfactory.

V. SAFEGUARDING INFORMATION

After receipt of proposals, none of the information contained in them or concern with the price, or identity of the offerors shall be made available to the public or to anyone at the IRS who has not signed a non-disclosure form. Proper care to protect all proposal evaluation data shall be exercised. During the evaluation process, approval by the Contracting Officer shall be obtained prior to release of any information concerning the evaluation.

Retention of Documentation

The final report will become part of the OFFICIAL CONTRACT FILE. Your input will be used in the selection of an offeror for award of a contract and debriefing to unsuccessful offerors if requested.

Notification

Notification to unsuccessful offerors shall be accomplished in accordance with FAR Part 16.505.

VI. TECHNICAL PROPOSAL INSTRUCTIONS TO OFFERORS

No pricing information shall be included in the Technical Volume. The Technical Volume must support the pricing submitted in the Price Proposal. Supporting information such as resumes will be excluded from the page limit count.

The Technical Volume shall consist of the following:

1. Executive Summary - No Page Limit

2. Technical Approach - Limited to 20 Pages

3. Management Approach - Limited to 10 Pages (Resumes not included in page limitation)

Executive Summary

Identify points of contact authorized to negotiate along with your DUNS number. Include acknowledgement of all amendments, a concise narrative summary of the entire proposal, including significant risks, and a highlight of any key or unique features, excluding Price. The salient features shall tie in with the evaluation factors. Any summary material presented here shall not be considered as meeting the requirements for any portion(s) of other volumes of the proposal.

Technical Approach

The offeror shall submit a proposal that demonstrates their technical approach to accomplishing the work to be performed, as described in the Performance Work Statement (PWS), within the timeline specified by either performance periods or documented in a deliverable schedule. The technical approach shall also demonstrate an offeror’s understanding of the work to be performed and their ability to successfully execute their approach.

Management Approach and Key Personnel The Offeror shall submit documentation of their management approach to effectively manage the project schedule, project efficiencies, deliverables, and key personnel. The offeror shall also document their approach to effectively staff the project and manage all resources assigned to the task order in support of the PWS. The Offerors shall propose:

A Staffing Plan based on their interpretation of the requirement and that demonstrates a sound approach to recruiting, training, and retaining qualified/secured personnel.

The staffing plan shall sufficiently ensure the proposed key personnel possess the capabilities and expertise to provide the services identified in the PWS.

VII. EVALUATION RATINGS

During the evaluation of each quotation, the Government will assign each evaluation factor an adjectival rating as indicated below. Ratings will focus on the evaluated strengths, weaknesses, and deficiencies of responses to each evaluation factor.

Rating Definitions For: Technical Approach and Management Approach & Key Personnel Factors:

Excellent

The proposal meets all requirements and exceeds several. The proposal contains several strengths or significant strengths, which indicate proven capabilities that will substantially benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths greatly offset the weaknesses. Based on the information provided, the contractor demonstrates an exceptional understanding of the services required to exceed most contract requirements. No more than a very low risk of unsuccessful performance.

Good

The proposal meets all requirements and exceeds at least one. The proposal contains one or more strengths or significant strengths, which indicate proven capabilities that will benefit the Government. The proposal may contain weaknesses that do not require discussions. The proposal contains no significant weaknesses or deficiencies. Collectively, the strengths offset the weaknesses. Based on the information provided, the contractor demonstrates a good understanding of the services required to exceed some contract requirements. No more than a low risk of unsuccessful performance.

Satisfactory

The proposal meets all requirements. The proposal may contain at least one strength or significant strength. The proposal may contain some weaknesses that will not prevent completion of the contract. The proposal contains no deficiencies. Collectively, strengths and weaknesses are balanced. Based on the information provided, the contractor demonstrates a satisfactory level of understanding of the services required to meet contract requirements. No more than a moderate risk of unsuccessful performance.

Marginal

The proposal outlines a marginally achievable approach for meeting the requirements as defined in the PWS. The proposal’s weaknesses outweigh any strengths. The proposal contains no deficiencies.

Based on the information provided, the contractor demonstrates a marginal level of understanding of the services required to meet contract requirements. The risk of unsuccessful contract performance is moderate to high.

Unsatisfactory

The proposal fails to address or meet all the requirements. The proposal has at least one deficiency or multiple significant weaknesses. Based on the information provided, the contractor does not understand the requirement or the scope of work necessary; and/or the proposal presents unacceptably high risk of unsuccessful performance.

An unsatisfactory rating for any factor will render the entire proposal unsatisfactory.

Subcontracting Plan Evaluation Factor. Treasury will evaluate the extent to which the Offeror proposes to provide meaningful opportunities for small business participation during performance of the contract using FAR 19.705-4 as part of this evaluation.

Additional parts of this evaluation will take into consideration-

• An Offeror’s ability to identify small business subcontractors as well as provide "letters of commitment" to subcontract with small business concerns. Offerors who are able to provide this information may receive a higher rating than those who don’t;

• The extent to which the subcontracting plan provides a significant share of subcontracting dollars to SB, VOSB, SDVOSB, HUBZone, SDB or WOSB business concerns;

• The extent to which the Offeror plans to award subcontracts for other than routine support services;

• The extent to which the Offeror participates in a Mentor-Protégé Program;

• The Offeror’s previous subcontracting plan performance and compliance;

• The extent to which the Offeror requires its large business subcontractors to adopt similar plans under the contract flow-down requirement.

Section IV – Performance Work Statement

CRIMINAL INVESTIGATION MEDICAL SERVICES

1.0 BACKGROUND

Special agents are duly sworn federal law enforcement officers who possess accounting expertise and specialized skills to investigate complex financial crimes. Agents must be able to safely operate a firearm, handle long hours, and handle stressful, dangerous, and potentially violent situations. Special agents investigate and assist in prosecuting individuals for tax and other financial crimes, such as money laundering, currency violations, narcotics trafficking, organized crime, and fraud.

Since the duties of these positions are exacting and involve the responsibility for the safety of others under potentially dangerous and stressful conditions, all applicants and incumbents must possess physical, emotional, and mental stability.

Therefore, all applicants and incumbents must meet the medical standards outlined in the Treasury Enforcement Agent (TEA) medical qualification standards approved by the Office of Personnel Management (OPM) -https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/

2.0 OBJECTIVES

The IRS-Criminal Investigation (CI) is seeking a medical contractor to provide medical services for applicant and incumbent special agents (“incumbents”) across the United States, Guam, the Virgin Islands, and Puerto Rico. The Contractor will be required to evaluate applicants and student trainees to determine if they meet the TEA medical qualification standards. The Contractor will, also, conduct annual reviews of mandatory health history questionnaires (HHQ) for incumbents and advise if they continue to meet the TEA medical qualification standards, can safely carry out law enforcement duties, and participate in the Physical Fitness Program (PFP).

https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/ https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/ https://www.opm.gov/policy-data-oversight/classification-qualifications/general-schedule-qualification-standards/1800/criminal-investigator-treasury-enforcement-agent-1811/

The Contractor shall provide a Reviewing Medical Officer (RMO) who is a medical doctor with experience in exercising perceptive judgment in applying agency medical standards. The RMO must also have experience in interpreting and evaluating exam results and other medical information to offer medical clearance recommendations related to law enforcement personnel. This experience must include making medical clearance recommendations for reported medical or psychological conditions, medications, or injuries, or when an incumbent returns to duty after recovering from a medical or psychological condition or injury. The RMO may make recommendations regarding fitness for duty examinations and/or Independent Medical Evaluations (IME) to advise if a condition or injury precludes safe performance of law enforcement duties.

The Contractor will ensure incumbents and applicants receive the appropriate tests necessary to make medical recommendations.

The Contractor shall provide the necessary facilities, staff, materials and equipment to administer a medical review program, assist IRS-CI with the development of new policies and programs, and continue current policies and programs. The Contractor may sub-contract medical specialists as needed. The Contractor will work with IRS-CI personnel to update procedures, forms, and reports as needed to reflect changes in IRS- CI medical policies.

3.0 RESOURCE REQUIREMENTS

The Contractor shall be required to demonstrate the following evidence of experience and resources:

3.1 Medical Resources

(a) The Contractor shall have an existing, fully operational organization of full or part-time staff, contract physicians, physician’s assistants, or nurse practitioners in all exam locations.

(b) The Contractor must be able to perform all phases of the medical exam at facilities located within 50 miles of an IRS office.

(c) Each location shall have laboratory facilities conveniently located within or near their medical facility and shall have access to providers in audiometric testing and ophthalmology.

(d) The Contractor shall ensure all facilities provide quality care and are knowledgeable and capable of accurately performing the full medical exams. Facility personnel are expected to be proficient at performing the services requested in a timely and professional manner. The facilities are expected to have a sanitary environment and be located in safe areas.

(e) The Contractor will not use facilities that provide walk-in services only.

(f) The Contractor shall have sufficient full-time medical staff to supervise and audit the providers and facilities and maintain a system for quality control. This staff shall include, at a minimum, physicians that are Board Certified in Internal medicine and/or Occupational Medicine, with the ability to exercise perceptive judgment when applying agency medical standards.

3.2 Central Administration and Records

(a) The Contractor shall use technology and processes consistent with Internal Revenue Manual Part 10, at: https://www.irs.gov/irm/part10, to safeguard, transmit, and store IRS employee information related to this contract. Access will be made available to those users identified by IRS-CI.

(b) The Contractor shall maintain and store hard copy applicant/incumbent examination/medical records and have appropriate facilities to safeguard these records for the life of the contract.

(c) Within 60 calendar days of an option renewal and/or contract award, the contractor shall forward all files of separated employees to the Federal Records Center (FRC) in Lenexa, Kansas. The contractor shall retire and ship files in standard FRC IRS approved boxes and sleeves. The contractor shall record file information on SF 135 Records Transmittal and Receipt and include this form in the shipment. The contractor shall also provide a listing of employee files contained in each box in an electronic format. The electronic listing will be alphabetical and will include Name, SEID, and Birthdate of each employee.

(d) The Contractor shall have operating procedures that allow for secure and effective communication between the exam locations, the Contractor’s staff, and IRS personnel as designated by the IRS-CI Medical Program COR.

https://www.irs.gov/irm/part10

(e) The Contractor shall provide a secure database to track exam status, HHQ completion status, and medical clearance recommendations.

(f) The Contractor shall provide a secure electronic process to request applicant exams.

(g) Agency…