RFP_2032H8-18-R-00001.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. PAGE(S)DESCRIPTION

A

B

C

D

E

F

G

H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECS./WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

DATEAMENDMENT NO.AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFER-

OR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB)

NEGOTIATED (RFP)

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

2032H8-18-R-00001 01/26/2018 5000006237 mathew.nelker@irs.gov240 613-7381

See Attached Schedule(s)

Mathew Nelker

Mathew Nelker

Mathew Nelker Procurement

MD US

Tel: 240-613-7381 Email: mathew.nelker@irs.gov

Mathew Nelker IRS

X x x x x x xx x x x

2 - 11 12 - 43 45 - 46 47 - 50 51 - 54 55 - 89

90 -105

106-107

108-136

137-154 155-161

Eletronically to: mathew.nelker@irs.gov

12:00 Noon February 26, 2018EST, RFP 2032H8-18-R-00001

Section B

B.1 GENERAL

The contractor shall provide all personnel, equipment, tools, materials, and supplies for the tasks described in the Performance Work Statement (PWS).

All offerors shall complete the Grand Total Summary Schedule, Section J, Attachment J-2, in accordance with the instruction in Section L, Instructions to Offerors.

The costs for the Phase-In Period and Basic Services are Firm-Fixed Price (FFP).

The costs for services rendered at the Posts of Duty, and Above Capacity Storage are Cost Plus Fixed Fee (CPFF). The costs for Real Estate projects at all locations are CPFF, and To Be Determined.

The contractor shall meet all performance objectives and performance threshold requirements of the PWS as stated under C.7 Performance requirements. All requested services will be initiated by the issuance of a work order ticket generated by the IRS’ Employee Resource Center (ERC)/Knowledge, Incident/Problem Service and Asset Management (KISAM) system on an as needed basis.

The contractor may cancel a service request if the request is incomplete and further guidance is not received. If the service request has a five (5) day or less cycle time, the request maybe canceled after 24 hours’ notice to the Government. If the service request is a six (6) day or longer cycle time, the request may be canceled after 48 hours’ notice to the Government.

The contractor shall not exceed the amount of funding approved on any service call, or the ceiling amount obligated under each contract line item number (CLIN). The Government and contractor will jointly review any request that would increase/decrease the workload requirements that are currently within the contract. If it determined that a workload increase/decrease is required due to building closures/openings, transportation route changes, staffing levels, vehicle requirements, cubic feet storage or any other costs and the request is within the scope of the contract, a separate CLIN will be issued via a modification to increase/decrease the Basic Services cost.

Any non-local travel (distance greater than 25 miles from the site of the vendor who will be performing the services) associated with the Posts of Duty requirements shall be included in the total cost of the service call. No travel costs will be authorized as part of any service call related to the Campus, Computing Centers and their local Posts of Duty.

Service Calls for the Posts of Duty that are estimated to be $3,000 or less will require a courtesy copy of the quote to be sent to the Sub-COR as information only. Service calls estimated to exceed $3,000 will require a formal quote showing all costs, including subcontractor costs, if applicable, and shall be submitted to the Contracting Officer for approval prior to the start of any services.

B.2 SCHEDULE OF ITEMS

The contractor shall provide the services listed below in accordance with the specifications set forth in the Performance Work Statement.

(a) Phase-In Period: Date of Award through 90 calendar days

CLIN

SUPPLIES

OR SERVICES

QTY

UNIT OF

ISSUE

UNIT

PRICE

EXTENDED

PRICE

0001 Phase-In Period 3 MO. $ $

Total Fixed Price

(b) Base Period – Date of Award (or End of Phase-In) through 12 Months

ISSUE

UNIT

PRICE

EXTENDED

PRICE

Fixed Price – Campus and

Computing Center

Requirements

Warehousing, Transportation, Repairs, Other Logistics

Services, Labor Support, Excessing/disposal/recycling and Work Order Processing

MO.

Cost Plus Fixed Fee – Posts of

Duty Requirements

0002 Locksmith Services 1 AJ. $ $

0003 Office Repairs 1 AJ. $ $

0004 Box Moves 1 AJ. $ $

0005 Property Moves 1 AJ. $ $

0006 Labor Support 1 AJ. $ $

0007 Excessing/Disposal/Recycling 1 AJ. $ $

0008 Above Capacity Storage 1 AJ. $50,000.00 $50,000.00

Fixed Fee

Not to

Exceed

Total Base Period Price $

(c) Option Period I – Months 13 through 24

ISSUE

UNIT

PRICE

EXTENDED

PRICE

Fixed Price – Campus and

Repairs, Other Logistics

Services, Labor Support, 1002 Locksmith Services 1 AJ. $ $

1003 Office Repairs 1 AJ. $ $

1004 Box Moves 1 AJ. $ $

1005 Property Moves 1 AJ. $ $

1006 Labor Support 1 AJ. $ $

1007 Excessing/Disposal/Recycling 1 AJ. $ $

1008 Above Capacity Storage 1 AJ. $50,000.00 $50,000.00

Total Option Period 1 Price $

(d) Option Period 2 – Months 25 through 36

ISSUE

UNIT

PRICE

EXTENDED

PRICE

Fixed Price – Campus and

Repairs, Other Logistics

Services, Labor Support, 2002 Locksmith Services 1 AJ. $ $

2003 Office Repairs 1 AJ. $ $

2004 Box Moves 1 AJ. $ $

2005 Property Moves 1 AJ. $ $

2006 Labor Support 1 AJ. $ $

2007 Excessing/Disposal/Recycling 1 AJ. $ $

2008 Above Capacity Storage 1 AJ. $50,000.00 $50,000.00

Total Option Period 2 Price $

(e) Option Period 3 – Months 37 through 48

ISSUE

UNIT

PRICE

EXTENDED

PRICE

Fixed Price – Campus and

Repairs, Other Logistics

Services, Labor Support, 3002 Locksmith Services 1 AJ. $ $

3003 Office Repairs 1 AJ. $ $

3004 Box Moves 1 AJ. $ $

3005 Property Moves 1 AJ. $ $

3006 Labor Support 1 AJ. $ $

3007 Excessing/Disposal/Recycling 1 AJ. $ $

3008 Above Capacity Storage 1 AJ. $50,000.00 $50,000.00

Total Option Period 3 Price $

(f) Option Period 4 – Months 49 through 60

ISSUE

UNIT

PRICE

EXTENDED

PRICE

Fixed Price – Campus and

Repairs, Other Logistics

Services, Labor Support, 4002 Locksmith Services 1 AJ. $ $

4003 Office Repairs 1 AJ. $ $

4004 Box Moves 1 AJ. $ $

4005 Property Moves 1 AJ. $ $

4006 Labor Support 1 AJ. $ $

4007 Excessing/Disposal/Recycling 1 AJ. $ $

4008 Above Capacity Storage 1 AJ. $50,000.00 $50,000.00

Total Option Period 4 Price $

(g) Summary Total Estimated Contract Value

The Total Estimated Value of this award as set forth within B.2 (a) through (f) is as follows:

Period of Performance Price

Phase-In Period $

Base Period $

Option Period 1 $

Option Period 2 $

Option Period 3 $

Option Period 4 $

Sub-Total, excluding Fixed Fee $

Fixed Fee – Base Period $

Fixed Fee – Option Period 1 $

Fixed Fee – Option Period 2 $

Fixed Fee – Option Period 3 $

Fixed Fee – Option Period 4 $

Sub-Total Fixed Fee $

TOTAL ESTIMATED CONTRACT

VALUE

B.3 COST PLUS FIXED FEE (CPFF) TYPE CONTRACT

The total CPFF ceiling amount of this contract is $_______________________. Total costs are in accordance with the Schedule of Items set forth in Section B.2 at the unit prices specified, not to exceed the total amount for any item.

B.4 ACQUIRING SUPPLIES AND SERVICES FROM GSA AND OTHER

GOVERNMENT CONTRACTS

The CO may allow the contractor to order directly from GSA schedules or other Government contracts if it is in the best interest of the Government and is permitted by regulation. If the contractor is allowed to order from GSA schedules or other Government contracts, the CO will issue a letter granting permission to the contractor to engage in this activity.

B.5 RECORD KEEPING AND MAINTAINING DOCUMENTATION TO SUPPORT

COSTS AND PRICES

The contractor is solely responsible for properly keeping records and maintaining documentation to support costs and prices for all required labor, materials, travel, transportation, and all other costs. If the contractor fails to properly and accurately maintain records and documentation to support prices and costs, the CO may deny part or all of the invoiced amounts for supplies or services.

B.6 STATUTORY LIMITATIONS COST PLUS FIXED FEE

In accordance FAR 15.404-4 (c)(4)(i) (C), a fixed fee negotiated against a Cost Plus Fixed Fee CLIN shall not exceed 10 percent of the contract’s estimated cost, excluding fee.

B.7 COST REIMBURSEMENT

B.7.1 ABOVE CAPACITY STORAGE

The need for above capacity storage shall be approved by the Contracting Officer prior to acquiring the storage. The contractor shall provide a fully supported cost estimate to the Contracting Officer for approval. Above Capacity Storage will be placed on a Cost plus Fixed Fee basis.

B.7.2 PRICING UNITS

All work order requests are priced per work order request and not per item. Property moves are limited to 15 persons with up to 265 sq. ft. of office space each. The move may include the movement of up to five (5) boxes each, their computer, peripheral equipment, credenzas, bookcases, file cabinets, etc.

Section C

Performance Work Statement (PWS)

C.1 OBJECTIVE

The objective of this Performance Work Statement (PWS) is to acquire logistics services for the Internal Revenue Service (IRS) nationwide. All Technical Exhibits mentioned herein are located in Section J, List of Attachments, of this solicitation.

The IRS requires logistics services that will provide:

o Warehousing, transportation, repairs, other logistics services, and work order processing that directly or indirectly support approximately 83,000 IRS employees located at approximately 500 offices throughout the 48 contiguous United States, including 12 Campus locations, including the Washington DC Metropolitan Area, and three Computing Centers, as shown in Section J-5, Technical Exhibit 2.

o A fully Automated Management Information and Inventory (AMIS) System.

o Dependable, sustainable logistics services for the IRS workforce to support the processing either directly or indirectly of more than 250 million tax returns and the collection of nearly $3.3 trillion in revenue.

o Adaptable and flexible services to meet the changing requirements at all

IRS offices.

o Property to the customer in a timely, safe, undamaged, clean, and usable condition.

o Protection to personnel and property.

o Cost effective services.

C.2 CAMPUS AND COMPUTING CENTER LOCATIONS – FIXED PRICE

Basic Services consists of warehousing, transportation, repair and other logistics services for the campus and computing centers and their local posts of duty.

Local posts of duty are any IRS office within a 60 miles radius of the main campus or computing center. The contractor is not responsible for the storage, transportation, movement, repair or recycling/disposal/excessing of any property that contains hazardous materials. Exception: The contractor will review all requests for storage, transportation, movement, or disposal/excessing of property containing permissible amounts of material considered hazardous by OSHA Hazard Communication Standard (29 CFR 1910.1200), but only in quantities not requiring a Hazardous Material (HM) Safety Permit, to determine if there would be additional cost beyond the basic service pricing (fixed price). The COR would make a determination once this cost is provided as to whether or not to have the work accomplished under a cost reimbursement CLIN. The contractor is not required to store, transport, move or dispose of property containing amounts of material considered hazardous by OSHA Hazard Communication Standard (29 CFR 1910.1200) that would require a Hazardous Material (HM) Safety Permit. Examples of permissible items for movement:

Movement of refrigerators with coolant intact, paint cans with precautions under limits defined by DOT, X-ray machines with current "leak test" certification.

Workload requirements are outlined in Technical Exhibits 3, 4, 5, 6 and 7.

C.2.1 WAREHOUSE SERVICES

The Contractor shall provide point-to-point warehouse services such as receiving, loading and unloading, inspecting, controlling, reporting, tracking, preparing, storing, retrieving, shipping, excessing, disposing and work order processing. The contractor shall provide inside delivery of property, as requested. The contractor shall maintain warehouse loading docks in a neat, orderly, broom-clean and safe condition at all times.

Every month beginning from the date of award, the contractor shall provide a written report to the CO and COR Team regarding the amount of cubic feet used for storage. The Government will utilize this report to determine available space that could be utilized for other uses. Workload data for warehouse services is provided in Technical Exhibit 3, Warehouse Services Workload.

C.2.1.1 Receive Property

The Contractor shall receive and prepare property for storage or delivery. Property may be received from incoming shipments, customers inside the building or customers at alternate locations. The contractor shall retrieve property from its current location and store it as requested by the work order. As required, the contractor shall contact the Sub-COR for disposition of unanticipated or unsatisfactory deliveries.

*Note: The contractor is not responsible for receiving and signing for shipments from FEDEX, UPS, etc. with the exception of the Covington Territory. The contractor shall receive, sign for and deliver packages provided by these companies. The aforementioned companies deliver packages to 7490 Kentucky Drive, Covington, KY.

C.2.1.2 Store Property

The Contractor shall store property using safe, efficient storage techniques that provide protection against damage and deterioration. The contractor shall make available to the Sub-CORs a monthly report of all property that has been in storage more than six (6) months. The report shall show the Receipt Date, Last Activity Date, Number of dates in Warehouse (difference between Receipt Date and Last Activity Date). Territory Name, Facility Where Stored, Storage Assignment Number, Description of Property, Pallet ID Number, Warehouse Location, Items in Inventory, and amount of time the property has been in storage. The report shall also provide columns for the following additional information to be provided: Name of Project, Date of Project, Proposed Excess Date, Actual Excess Date, Property Condition, Age of Property and Stock Replacement or Campus Event. The volume of property by location and types of property stored at each warehouse are provided in Technical Exhibit 4.

C.2.1.3 Provide Above Capacity Storage

The contractor shall provide above capacity storage as approved by the Contracting Officer. Above Capacity storage shall be executed and effective only after all other storage facilities are at capacity.

The contractor shall notify the Contracting Officer, in writing, when 95% of the available storage space is occupied. The need for above capacity storage will be approved in writing by the Contracting Officer prior to acquiring the storage. The contractor shall provide a fully supported cost estimate to the Contracting Officer.

A negotiated fixed price for above capacity storage will then be incorporated into the contract via modification.

C.2.1.4 Rotate Envelopes

The contractor shall rotate envelopes on a first-in first-out basis to preclude waste caused by shelf life expiration or degradation, unless otherwise directed by the Sub-COR. This reference refers to C.2.4.4, Forms Management and Section C.2.1.2, Store Property.

C.2.1.5 Recycle/Excess/Dispose of Property

Upon receipt of a work order, the contractor shall recycle/dispose/excess property to include pipeline tax processing equipment, office furniture and published products as described in Technical Exhibits 4 and 5. The contractor shall prepare, transport, document, report and track property through recycle/disposal/excess process and notify the Sub-COR of the type location/facility. For disposals, Non IT and IT, the Territory Property Officer shall identify a disposal location/facility for all property and notify the Sub-COR of the location in the work order. Information Technology (IT) equipment shall only be recycled/excessed/disposed of using UNICOR locations or UNICOR trailers at the campus or computing center site;

donations to local school systems, educational non-profit organizations, or use of an R2/e-Stewards/Sustainable Electronics Recycling International and any other certified recycler that has been approved by the IRS/National Office Property and Asset Management Program Manager as designated by the local Territory Property Officer.

C.2.1.6 Warehouse Pickup and Delivery

The contractor shall provide warehouse pickup and delivery services. This includes the pickup of property from the warehouse and delivered to the requestor for use and/or pick-up from the requestor and delivered to the warehouse for storage. All ticket requests for placing items into storage must have a clear description of the item(s) for inventory purposes. If the property is for use and requires assembly/disassembly, this is not a warehouse pickup and delivery ticket, it is a Property Move.

C.2.2 TRANSPORTATION SERVICES

The contractor shall provide point-to-point transportation services such as preparing, securing, receiving, loading and unloading, picking-up, delivering, inspecting, controlling, tracking, reporting, shipping, and work order processing.

The contractor shall provide inside delivery of property, as requested. The contractor shall use, maintain, repair, and manage contractor-supplied vehicles approved by the Government. The contractor shall not use shared vehicles when transporting tax documents. The contractor shall make vehicles available for inspection upon request by the Government.

C.2.2.1 Conduct Scheduled Routes

The contractor shall transport property on regularly scheduled and recurring routes to locations as depicted in Technical Exhibit 6. The contractor shall propose transportation schedules to the Sub-COR for the routes depicted in Technical Exhibit 6. During IRS’ peak tax season, the contractor shall make the necessary number of trips per schedule to transport all property from point to point. The contractor shall load and unload, and maintain orderly and usable loading docks along scheduled routes. The contractor shall provide to the CORs and Sub-CORs a quarterly report of all property transported on regularly scheduled and recurring routes. The report shall show the date, name of run, time of run, if daily, daily/weekly number of runs. The report shall also provide quantities for types of property transported such as Bread Racks, Boxes, Carts, Loose Items, Mail Bags, Miscellaneous, Pallets and Other.

C.2.2.2 Provide Special Handling

The contractor shall transport tax documents as described in IRM 10.2.13. Tax documents represent approximately 75% of all Campus and Computing Center workload. The contractor shall only accept tax documents in closed, boxed, wrapped, or covered containers.

The contractor shall transport tax documents in enclosed, locked, and secured vehicles at all times to protect against compromise, damage, spillage, or loss.

The contractor shall notify the Sub-COR immediately if documents are compromised, damaged, spilled, or lost.

C.2.2.3 Perform Unscheduled Pick-Ups and Deliveries

The contractor shall perform pick-ups and deliveries for unplanned pick-ups and deliveries outside of scheduled routes and locations. Additionally, the contractor shall conduct property pick-ups from GSA and Audit Sites in non-IRS locations.

The IRS will supply a list of items prior to the contractor arriving at GSA accompanied with a ticket and the contractor shall sign for the property upon pick-up.

C.2.2.4 Transport Certified and Registered Mail

The contractor shall transport Certified and/or Registered mail from/to the main territory campus location to/from the post office. The contractor shall pick up, sign for and deliver Certified and/or Registered Mail to a centralized distribution location at the main campus. The contractor shall also open post office boxes as identified by the Government and deliver the contents to the centralized distribution location.

The process for picking up, signing/stamping and delivering certified/registered mail could take up to an hour dependent upon the location.

C.2.3 REPAIR SERVICES

The contractor shall provide repair services for all pipeline tax processing equipment. This does not include office equipment such as computers, typewriters, calculators, copiers, fax machines, scanners, etc. The contractor shall track, log, inspect, control, report, and process work orders as required for completing repairs. The contractor shall provide repair services for all pipeline tax processing equipment. A cap to the contractor’s risk is provided at $5,000.00 per repair for all pipeline tax processing equipment. Any repair to pipeline tax processing equipment above the $5,000.000 threshold (at campus locations) will require negotiation and approval by the CO.

The cost for repairs, including parts, materials, and labor, shall not exceed either 60% of the estimated replacement cost (to be determined by the Government) or $250.00, whichever is lower. For repairs that exceed these limits, the Government will make a determination to continue with the repair or purchase new. If the Government determines that repair is the choice, the contractor shall make the repair as part of basic services. If the Government decides to purchase new, this will become the responsibility of the Government.

Workload is provided in Technical Exhibit 7 for the Campus and Computing Center locations.

The contractor shall notify the Sub-COR in writing of repairs exceeding these limits.

Workload is provided in Technical Exhibit 7 for the Campus and Computing Center locations.

The contractor will be responsible for contacting and scheduling repairs that are under warranty by the manufacturer. The contractor shall adhere to warranty terms and conditions. The Government will provide the contractor with any available warranty information following award.

The contractor shall not be responsible for the purchase of major systems furniture components, such as walls, doors storage units, etc., repair or replacement of kitchen appliances (microwaves, refrigerators, toaster ovens, etc.). These services will be the responsibility of the Government. The contractor shall be responsible for the repair of the electrical components inside the systems furniture.

C.2.3.1 Repair Property

The contractor shall perform repairs, adjustments, and modifications to Government property. The contractor shall be responsible for the purchase, removal, storage, replacement and proper disposal of fluorescent light bulbs for systems furniture in accordance with the latest applicable Federal, State, local and environmental regulations for managing the removal, storage, and disposal of fluorescent light bulbs. The Government will provide sizes and quantities of fluorescent bulbs to the contractor for pricing purposes.

The contractor is not responsible for the purchase, replacement or disposal of light bulbs associated with desktop lamps or fixtures located in the buildings’ ceilings.

C.2.3.2 Provide Locksmith Services

The contractor shall make keys, repair, install, re-key, and replace locks on office property as requested by the work order. The contractor shall also install lock bars on filing cabinets as requested by the work order. The total number of locksmith services permitted on one request is 12. The total number of keys permitted on one request is 24. The contractor shall label all key replacements with the lock number associated with that key.

The contractor is not responsible for any locksmith services related to doors permanently affixed to the building.

C.2.4 OTHER LOGISTICS SERVICES

The contractor shall provide all labor, equipment, materials and supplies, to include boxes and tape, to support office moves and box and body moves. The contractor shall provide services to move property and boxes point-to-point including, but not limited to, disassembling, reassembling, controlling, reporting, tracking, preparing, transporting, packing, unpacking, placing, and processing work orders. The contractor shall provide inside delivery of property, as requested.

Packing and unpacking does not refer to the packing and unpacking of desks, cabinets, bookcases, credenzas, etc. This is the responsibility of the Government. The contractor is not responsible for the movement of any desk, cabinet, credenza, bookcases etc. that has not been emptied of its contents.

C.2.4.1 Move Boxes

Box moves includes the movement of boxes only. Boxes will not be supplied for box moves. Boxes should be acquired through an IRS office supply vendor. If it is necessary to move property along with the boxes, this will be classified as a property move ticket.

The contractor shall move boxes as requested through work orders. The maximum number of boxes permitted on a single request is 200. The Government considers a pallet of shrink wrapped boxes as one (1) box. A box move consists of only boxes, no property, e.g. chairs or coat racks, etc.

*In lieu of a work order request, the Philadelphia Campus requires daily sweeps three (3) times per day to pick up and deliver from 23 centralized drop points.

Drop point locations will be provided to the successful offeror after award.

C.2.4.2 Move Property

The contractor shall support office moves as requested through work orders.

The contractor shall provide and keep on hand, at a minimum 100 standard sized moving boxes, per campus and computing center location, available per month. The contractor shall provide up to 5 boxes per person to support property moves.

Property moves are limited to 15 persons per work order request with up to 265

sq. ft. of office space per person. The move may include the movement of up to five (5) boxes each, their computer, peripheral equipment, credenzas, bookcases, file cabinets, etc. Any requests for services in excess of these limits will not be the responsibility of the logistics services contract.

C.2.4.3 Labor Support

Labor Support, is defined as the movement of 1-5 items within the main Campus or Computing Center building, fence line or campus building within close proximity (5 miles or less) of the main Campus or Computing Center Building.

(1) The following types of services are required under Labor Support/Other Logistics Services: microphone set ups and removal; hanging/removing pictures, signs, banners, and bulletin boards; hanging/removing/changing the time on clocks; hanging/removing Automated External Defibrillators (AED) and health unit equipment on walls; installing/moving/removing walk-off mats and directory boards; assembly and disassembly of child care furniture and equipment; movement of individual items from one place to another, using equipment as necessary.

Individual items include but are not limited to: conventional desks; rolling stock, chairs, free standing partitions, cabinets; tables; canteen equipment; televisions, VCRs, projectors; typewriters; ells; flip charts; podiums/lecterns; empty pallets; flags and stands; tax form take one bins; book, trophy, display cases;

child care center furniture; pedestal fans; rolling blueprint machines; rolling dry-erase boards; hampers; pallets of products; outdoor furniture. Assembly of carts and trash hampers. Moves may be within or between a workstation, an enclosed office, open office area, corridors, lobbies, classrooms, conference rooms, storage areas, guard posts, canteens, cafeteria, child care center, fitness center (excluding fitness equipment), health unit, floors, between dock and work area/office/corridor/storage area/class or conference room.

The contractor shall perform box and body moves which consist of a 1 person move to include their computer, peripheral equipment, chair and up to five (5) boxes of property.

(2) The contractor shall also support special events under Labor Support/Other Logistics Services. Special events, defined as assemblies, seminars, meetings or other events. Examples of such events are blood drives, weekly production meetings, fairs for IRS employees such as health fairs, town hall meetings and collection of charitable donations. Additionally, Volunteer Income Tax Assistance (VITA) Depots on an as needed basis. Supporting special events may consist of delivery and setup of furniture, rearranging existing furniture, breakdown and removal of furniture. Supporting special events does not include room-setups for non-work related celebrations personal in nature, cleanup of debris and does not support setting up for non-IRS occupants of the building.

C.2.4.4 Forms Management

The Government requires contractor support to receive, inventory, track, store, pick up/deliver and dispose of all IRS Published Products. Contractor support criteria may include but is not limited to; customer and delivery order point number, Form ID, catalog number, version, revision, quantity, requisition, warehouse location, receipt and delivery dates. Random printed product samples may be received, inventoried, and delivered by order point number information and associated delivery shipment. In the event that a discrepancy is noted upon receipt of a newly delivered published product, the contractor shall notify the Forms Coordinator immediately. The Contractor shall provide a suite of reports documenting this support as noted in C.6.5. The format is .xml and the frequency of the transmission is once daily prior to 12 Noon Eastern Time.

The type and amount of published products requiring receipt, inventory, racking, storage, pickup/delivery and disposal is outlined in Technical Exhibit 5.

C.3 POSTS OF DUTY – COST PLUS FIXED FEE SERVICES (CPFF)

The contractor shall provide all necessary labor, materials, equipment, supplies and supervision necessary to perform all Basic Services requirements. The contractor shall provide all services to the posts of duty on a CPFF basis.

The contractor shall provide an informational copy of all quotes to the Sub- COR for services estimated less than $3,000.00. For services that are estimated to be $3,000.00 or more, the contractor shall submit a detailed quote, along with evidence of competition, to the Contracting Officer for approval. Evidence of competition shall consist of a minimum of three subcontractor quotes and supporting documentation.

The contractor shall notify, in writing, the Contracting Officer when 80% of the available funding for each CPFF CLIN has been expended. Upon receipt of the written notification, the Contracting Officer will provide the contractor with written direction within 2 work days.

The cost for repairs, including parts, materials, and labor, shall not exceed either 60% of the estimated replacement cost (to be determined by the Government) or $250.00, whichever is lower. The contractor shall notify the Sub-COR in writing, of repairs exceeding these limits.

C.3.1 Repair Services

The contractor shall provide repair services for all Government property. This does not include office machines such as computers, typewriters, calculators, copiers, fax machines, scanners, etc. The contractor shall track, log, inspect, control, report, and process work orders as required for completing repairs.

The cost for repairs, including parts, materials, and labor, shall not exceed either 60% of the estimated replacement cost (to be determined by the Government) or $250.00, whichever is lower. The contractor shall notify the Sub-COR of repairs exceeding these limits.

The contractor shall be responsible for contacting and scheduling repairs that are under warranty by the manufacturer. The contractor shall adhere to warranty terms and conditions. The Government will provide the contractor with any available warranty information following award. The contractor shall be responsible for the repair of the electrical components inside the systems furniture.

The contractor shall not be responsible for the purchase of systems furniture components, repair or replacement of kitchen appliances (microwaves, refrigerators, toaster ovens, etc.). These services will be the responsibility of the Government.

C.3.1.1 Repair Property

The contractor shall perform repairs, adjustments, and modifications to Government property. The contractor shall be responsible for the removal, storage, replacement and proper disposal of fluorescent light bulbs for systems furniture in accordance with the latest applicable Federal, State, local and environmental regulations for managing the removal, storage, and disposal of fluorescent light bulbs.

The contractor will supply, replace and dispose light bulbs at the PODs. However, if the customer has a bulb, it must be clearly stated in the ERC ticket so the contractor will not charge for an existing bulb. The contractor will just install it and dispose of the used bulb.

The contractor is not responsible for the purchase, replacement or disposal of light bulbs associated with desk top lamps or fixtures located in the buildings’ ceilings.

C.3.2 Provide Locksmith Services

The contractor shall make keys, repair, install, re-key, and replace locks on office property as requested by the work order. The contractor shall also install lock bars on filing cabinets as requested by the work order. The total number of locksmith services permitted on one request is 12. The total number of keys permitted on one request is 24. The contractor shall label all key replacements with the lock number associated with that key.

The contractor is not responsible for any locksmith services related to doors permanently affixed to the building.

C.3.3 Other Logistics Services

The contractor shall provide all labor, equipment, materials and supplies, to include boxes and tape, to support office moves. The contractor shall provide services to move property point-to-point including, but not limited to, disassembling, reassembling, controlling, reporting, tracking, preparing, transporting, packing, unpacking, placing, and processing work orders. The contractor shall provide inside delivery of property, as requested.

Packing and unpacking does not refer to the packing and unpacking of desks, cabinets, bookcases, credenzas, etc. This is the responsibility of the Government.

The contractor is not responsible for the movement of any desk, cabinet, credenza, bookcases etc, that has not been emptied of its contents no matter what the distance.

C.3.3.1 Move Boxes

The contractor shall move boxes as requested through work orders. The maximum number of boxes permitted on a single ticket is 200. The Government considers a pallet of shrink wrapped boxes as one (1) box. A box move consists of only boxes no property e.g. chairs or coat racks, etc.

C.3.3.2 Move Property

The contractor shall support office moves as requested through work orders. The contractor shall provide up to 5 standard sized moving boxes per person to support property moves. Property moves are limited to 15 persons per work order request with up to 265 sq. ft. of office space each.

The move may include the movement of a computer, peripheral equipment, credenzas, bookcases, file cabinets, boxes, etc. Any requests for services in excess of these limits will not be the responsibility of the logistics services contract.

C.3.3.3 Labor Support

Labor Support is defined as the movement of 1-5 items within the same office.

(1) The following types of services are required under Labor Support/Other Logistics Services: microphone set ups and removal; hanging/removing pictures, signs, banners, and bulletin boards; hanging/removing/changing the time on clocks; hanging/removing Automated External Defibrillators (AED) and health unit equipment on walls; installing/moving/removing walk-off mats and directory boards; assembly and disassembly of child care furniture and equipment; movement of individual items from one place to another, using equipment as necessary.

Individual items include but are not limited to: conventional desks; rolling stock, chairs, free standing partitions, cabinets; tables; canteen equipment; televisions, VCRs, projectors; typewriters; ells; flip charts; podiums/lecterns; empty pallets; flags and stands; tax form take one bins; book, trophy, display cases;

child care center furniture; pedestal fans; rolling blueprint machines; rolling dry-erase boards; hampers; pallets of products; outdoor furniture. Assembly of carts and trash hampers.

Moves may be within or between a workstation, an enclosed office, open office area, corridors, lobbies, classrooms, conference rooms, storage areas, guard posts, canteens, cafeteria, child care center, fitness center (excluding fitness equipment), health unit, floors, between dock and work area/office/corridor/storage area/class or conference room.

The contractor shall perform box and body moves which consist of a 1 person move to include their computer, peripheral equipment, chair and up to five (5) boxes of property.

(2) The contractor shall also support special events under Labor Support/Other Logistics Services. Special events, defined as assemblies, seminars, meetings or other events. Examples of such events are blood drives, weekly production meetings, fairs for IRS employees such as health fairs, town hall meetings and collection of charitable donations. Additionally, Volunteer Income Tax Assistance (VITA) Depots on an as needed basis. Supporting special events may consist of delivery and setup of furniture, rearranging existing furniture, breakdown and removal of furniture. Supporting special events does not include room-setups for non-work related celebrations personal in nature, cleanup of debris and does not support setting up for non-IRS occupants of the building.

C.3.3.4 Recycle/Excess/Dispose of Property

Upon receipt of a work order, the contractor shall recycle/dispose/excess property to include pipeline tax processing equipment, office furniture and published products as described in Technical Exhibits 4 and 5. The contractor shall prepare, transport, document, report and track property through recycle/disposal/excess process and notify the Sub-COR of the type location/facility. For disposals, Non IT and IT, the Territory Property Officer shall identify a disposal location/facility for all property and notify the Sub-COR of the location in the work order. Information Technology (IT) equipment shall only be recycled/excessed/disposed of using UNICOR locations or UNICOR trailers at the campus or computing center site; donations to local school systems, educational non-profit organizations, or use of an R2/e-Stewards/Sustainable Electronics Recycling International and any other certified recycler that has been approved by the IRS/National Office Property and Asset Management Program Manager as designated by the local Territory Property Officer.

C.4 REAL ESTATE PROJECTS - COST PLUS FIXED FEE SERVICES

(CPFF)

The Contractor shall support office project moves by providing all necessary labor, materials, equipment, supplies and supervision necessary to perform property moves for 16 - 100 employees as requested through a work order including an attached statement of work (SOW). Projects may be located at 12 Campus locations, including the Washington DC Metropolitan area, three computing centers and all Posts-of-Duties as shown in Section J-5, Technical Exhibit 2.

The contractor shall provide to the COR, an informational copy of all quotes for services less than $2,499.99. For services that are estimated to be $2,500.00 or more, the contractor shall submit a detailed quote along with evidence of competition, to the Contracting Officer for approval and a modification to the contract to add funding to that Territory's CLIN. Evidence of competition shall consist of a minimum of three subcontractor quotes and supporting documentation.

Project/property moves may include but not limited to a partial or entire work area, assemble or disassemble workstations, provide storage containers or boxes, move boxes and property, transport property for storage and dispose of excess property as requested in the PWS.

The Project may take place during or after work hours and on weekends. The moves maybe within the same office or take place at one office and moved or stored at another office. All requests shall be performed as defined in the PWS.

Any project move requests in excess of these limits will not be the responsibility of the Logistics Services Contract.

C.5 WORK ORDER PROCESSING

Work Order Processing is a requirement for all services under this solicitation and any resultant contract. The Government’s principle process to order services is through the Employee Resource Center (ERC)/ Knowledge, Incident/Problem, Service Asset Management (KISAM). Order services for printed products/forms requests are submitted directly into the AMIS by the Government. Work order processing criteria for printed products may include but is not limited to customer and delivery order point information and specific product identification. The types, descriptions and times for completion (cycle times) of work orders typically requested are listed in Technical Exhibit 9.

In the event the contractor receives a work order that does not have sufficient information to complete the request, the contractor shall obtain clarification from the Sub-COR. If clarification is not received within 48 hours of the contractor receiving the request, the contractor may cancel the request. The contractor shall process and close work orders timely as described in Technical Exhibit 9. The contractor shall ensure the Sub-COR is provided with or has the ability to obtain current status upon request.

C.6 AUTOMATED MANAGEMENT INFORMATION AND INVENTORY

SYSTEM (AMIS)

The contractor shall provide and use an Automated Management Information and inventory System (AMIS) to manage all requirements of this PWS. The Government reserves the right to develop and implement its own in-house AMIS at the beginning of any Option Year providing the contractor is given six (6) months advance notification without any further cost to the government.

The AMIS shall be compatible with the ERC/KISAM and have the ability to receive and transmit work order requests and updates between the two systems. The contractor shall comply with IRM Part 2 series and IRM Part 10 series, including compliance with Section 508 and IRS Publication 4812 - Contractor Security Controls.

The contractor shall provide an interim system to track, capture, and report all workload as described in this PWS for the period from award through full AMIS implementation. The contractor shall transfer all data from the interim system to the final AMIS once implemented (this applies to a successor and not the incumbent).

The contractor shall receive, control, report, track, prepare, update, and process all work orders, including forms requests, in the cycle times listed in Technical Exhibit 9. The system shall have the ability to track printed products and property from time of receipt to disposal.

The system shall be able to accept and process text files from the IRS which will establish a product line in the automated system and have the capability to accept uploads from Publishing Services as they relate to customers order point numbers, which identifies the customer and delivery point information.

Work Orders may be placed on hold if the due date falls outside of the required cycle time or with written approval from only the CO, COR(s) or Sub- COR(s).

The contractor shall propose and describe a state-of-the-art solution that, if implemented, can replace historical practices with more efficient and automated work order processing. Regardless of the mechanism used to initiate a work order, the contractor shall record all work orders in an automated management information and inventory system (AMIS) to control handling, track progress and report completion.

The contractor shall be responsible for the monthly cost of DSL Service at the campus and computing center locations to have internet connectivity. At those locations where no DSL connectivity is available, the contractor is responsible for ensuring there is alternative internet connectivity that is compliant with the IRS’ cyber security regulations.

C.6.1 System Access

The contractor shall restrict access to AMIS to properly authorized individuals performing the services required by the PWS. Individuals requiring access will be the Contracting Officer, the designated COR(s), the designated Sub-COR(s) and his/her backup and the Forms Coordinators. All authorized individuals information will be provided to the successful offeror after award.

C.6.2 Systems Operations and Maintenance

The contractor shall develop and maintain controls, policies, and procedures for system operation and maintenance in accordance with IRS guidelines. IRM

10.8 provides guidance for implementation, utilization, data exchange and complying with security requirements to include but not limited to annual Federal Information Security Management Act (FISMA) reviews. The contractor shall provide, maintain, and implement a disaster recovery plan, to include, but not limited to, capturing, maintaining, and updating system data to avoid work stoppage and data loss during downtime. The contractor shall provide redundancy, data back up, and data storage capacity to meet the PWS performance requirements. The contractor shall notify the COR team of any planned system downtime a minimum of five (5) calendar days in advance.

The contractor shall notify the COR team within one hour following any unplanned down time. Aside from the planned system downtime, the AMIS operational hours are 24/7.

C.6.3 System Documentation

The contractor shall provide documentation to the Government as prescribed by OMB Circular A-130 and IRM 2.5 and 2.16 series to test, implement, and document system configuration. The contractor shall provide documentation for changes to the hardware, firmware, software, and applications to be approved by the Government prior to implementation. The contractor shall be responsible for testing, implementing, and documenting enhancements and new solutions. The Government will not be obligated to implement any contractor-proposed solutions into the Government IT enterprise. The contractor shall implement procedures as prescribed by the IRS Enterprise Portfolio and Project Management office and follow IRS Enterprise Life Cycle methodology.

C.6.4 System Security Requirements

The contractor shall provide documentation required as prescribed in the IRS Demand Management, Work Request (WR) Process in accordance with IRM2.22.1. The contractor shall submit required system documentation for system Security Assessment and Authorization (SA&A) and Security Control Assessment (SCA). The guidance for this documentation is set forth in the National Institute of Standards and Technology (NIST) 800 series guidance, OMB Circular A-130. The contractor shall provide a system that properly interfaces with IRS firewall technologies. Upon successful completion of the SA&A and SCA, the Government will issue an Authority to Operate prior to system implementation.

Information Security / Federal Information Security Management Act (FISMA)

Pursuant to the Federal Information…